Unum Group
UNM- Exchange
- NYSE
- Industry
- Accident & Health Insurance
- SEC CIK
- 0000005513
In the last 90 days, Unum Group insiders filed 0 open-market purchases and 3 sales; 766 institutions reported holding it in 13F filings for Q2 2026, worth $12.6B in total; Gardner Russo & Quinn is the only superinvestor holding it.
Other share classesUNMA
13F holders, Q1 2025
Institutional positions in Unum Group as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 729
- +53 vs. Q4 2024
- Shares held
- 155.3M
- +2.44M (+1.6%) vs. Q4 2024
- Total value
- $12.6B
- +$1.48B (+13.3%) vs. Q4 2024
- New holders
- 110
- 231 more added
- Sold out
- 57
- 275 more reduced
9 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UNM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 766 | $12.6B |
| Q1 2026 | 702 | $9.25B |
| Q4 2025 | 699 | $11.3B |
| Q3 2025 | 674 | $10.4B |
| Q2 2025 | 736 | $12.3B |
| Q1 2025 | 729 | $12.6B |
| Q4 2024 | 685 | $11.3B |
| Q3 2024 | 625 | $9.30B |
| Q2 2024 | 579 | $8.25B |
| Q1 2024 | 580 | $8.87B |
| Q4 2023 | 572 | $7.51B |
| Q3 2023 | 580 | $8.14B |
| Q2 2023 | 557 | $7.97B |
| Q1 2023 | 527 | $6.65B |
| Q4 2022 | 528 | $6.94B |
| Q3 2022 | 492 | $6.59B |
| Q2 2022 | 487 | $5.76B |
| Q1 2022 | 466 | $5.36B |
| Q4 2021 | 444 | $4.09B |
| Q3 2021 | 459 | $4.18B |
| Q2 2021 | 451 | $4.88B |
| Q1 2021 | 459 | $4.67B |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Unum Group; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Logan Capital Management Inc | 35 | $2.88K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 29 | $2.36K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 27 | $2.20K | 0.00% | +21+350.0% | Added |
| Clean Yield Group | 26 | $2.12K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 21 | $1.71K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 18 | $1.48K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 18 | $1.47K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 15 | $1.22K | 0.00% | +15 | New |
| Rialto Wealth Management, LLC | 15 | $1.22K | 0.00% | +15 | New |
| Avion Wealth | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 12 | $978 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 11 | $905 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 11 | $896 | 0.00% | +11 | New |
| Principia Wealth Advisory, LLC | 11 | $846 | 0.00% | +1+10.0% | Added |
| UMA Financial Services, Inc. | 10 | $815 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 9 | $738 | 0.00% | +9 | New |
| Cromwell Holdings LLC | 9 | $733 | 0.00% | +9 | New |
| Parkworth Wealth Management, Inc. | 8 | $652 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $571 | 0.00% | +7 | New |
| Highline Wealth Partners LLC | 6 | $489 | 0.00% | +6 | New |
| Bay Harbor Wealth Management, LLC | 6 | $488 | 0.00% | +6 | New |
| Cornerstone Planning Group LLC | 6 | $472 | 0.00% | +6 | New |
| ROSS\JOHNSON & Associates LLC | 5 | $407 | 0.01% | +5 | New |
| MV Capital Management, Inc. | 3 | $245 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $245 | 0.00% | +3 | New |
| Ruedi Wealth Management, Inc. | 2 | $163 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $82 | 0.00% | +1 | New |
| Activest Wealth Management | 1 | $81 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 0 | $9 | 0.00% | 0 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −9,195−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −62,259−100.0% | Sold out |
| Massar Capital Management, LP | 0 | $0 | 0.00% | −51,691−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −26,883−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −23,508−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −23,200−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Polianta Ltd | 0 | $0 | 0.00% | −17,000−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −15,985−100.0% | Sold out |
| Friedenthal Financial | 0 | $0 | 0.00% | −10,906−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −8,962−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −7,905−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −7,680−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −7,440−100.0% | Sold out |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −7,044−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −6,800−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −6,603−100.0% | Sold out |
| Virtus Investment Advisers, Inc. | 0 | $0 | 0.00% | −6,105−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −5,997−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −5,669−100.0% | Sold out |
| Forbes J M & Co LLP | 0 | $0 | 0.00% | −5,320−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −5,132−100.0% | Sold out |
| Taika Capital, LP | 0 | $0 | 0.00% | −5,050−100.0% | Sold out |
| Old North State Wealth Management, LLC | 0 | $0 | 0.00% | −4,519−100.0% | Sold out |
| Kentucky Retirement Systems Insurance Trust Fund | 0 | $0 | 0.00% | −9,248−100.0% | Sold out |
| Longboard Asset Management, LP | 0 | $0 | 0.00% | −3,794−100.0% | Sold out |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −3,665−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −3,642−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −3,404−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −3,143−100.0% | Sold out |
| Portman Square Capital LLP | 0 | $0 | 0.00% | −3,116−100.0% | Sold out |
| Blackhawk Capital Partners LLC. | 0 | $0 | 0.00% | −2,975−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −2,768−100.0% | Sold out |
| Edmond de Rothschild Holding S.A. | 0 | $0 | 0.00% | −2,367−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −1,397−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −1,206−100.0% | Sold out |
| Pathway Financial Advisers, LLC | 0 | $0 | 0.00% | −996−100.0% | Sold out |
| Duncker Streett & Co Inc | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Kestra Investment Management, LLC | 0 | $0 | 0.00% | −517−100.0% | Sold out |
| Live Oak Investment Partners | 0 | $0 | 0.00% | – | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −280−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −266−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −265−100.0% | Sold out |
| Centerpoint Advisors, LLC | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −117−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −69−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| Quest 10 Wealth Builders, Inc. | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Hallmark Capital Management Inc | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| New Wave Wealth Advisors LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Creekmur Asset Management LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Old Second National Bank of Aurora | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| New Millennium Group LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Kohmann Bosshard Financial Services, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Transce3nd, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Boston Financial Mangement LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Wetherby Asset Management Inc | – | – | – | – | Not filed |
| Vise Technologies, Inc. | – | – | – | – | Not filed |
| Caxton Associates LP | – | – | – | – | Not filed |
| Lake Street Advisors Group, LLC | – | – | – | – | Not filed |
| Sugarloaf Wealth Management, LLC | – | – | – | – | Not filed |
| Legacy Investment Solutions, LLC | – | – | – | – | Not filed |