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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

Q2 2025 vs. Q1 2025

How the institutions holding Unum Group changed between Q1 2025 and Q2 2025.

All holders in Q2 2025All holders in Q1 2025

13F holders of UNM: Q1 2025 compared with Q2 2025
MeasureQ1 2025Of which not filed for Q2 2025Q2 2025Change
Holders7297736+14
Shares155.3M252.2K151.9M−3.09M (−2.0%)
Value$12.6B$20.5M$12.3B−$349.0M (−2.8%)

7 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (82)

Institutions that held Unum Group at the end of Q2 2025 but not at the end of Q1 2025.

Institutions new to UNM in Q2 2025
InstitutionSharesValue% of portfolio
ExodusPoint Capital Management, LP243,855$19.7M0.24%
Algebris (UK) Ltd199,009$16.0M2.53%
HRT Financial LP155,293$12.5M0.06%
Glenmede Investment Management, LP154,894$12.5M0.06%
Paradiem, LLC143,570$11.6M2.93%
Prospector Partners LLC118,684$9.58M1.11%
Hennessy Advisors Inc106,400$8.59M0.29%
Thompson Siegel & Walmsley LLC79,700$6.44M0.11%
Tudor Investment Corp Et Al72,666$5.87M0.04%
Flputnam Investment Management Co62,765$5.07M0.09%
TrueMark Investments, LLC62,694$5.06M1.09%
Susquehanna Portfolio Strategies, LLC43,068$3.48M0.08%
ISAM Funds (UK) Ltd35,330$2.85M0.63%
Goelzer Investment Management, Inc.29,263$2.36M0.13%
Jain Global LLC29,144$2.35M0.04%
U.S. Capital Wealth Advisors, LLC24,951$2.02M0.06%
Point72 Asia (Singapore) Pte. Ltd.19,581$1.58M0.28%
Bridgewater Advisors Inc.17,031$1.38M0.10%
Castlekeep Investment Advisors LLC16,684$1.35M0.66%
Wetherby Asset Management Inc13,544$1.09M0.05%
Keel Point, LLC13,417$1.08M0.07%
JSF Financial, LLC13,148$1.06M0.25%
Cubist Systematic Strategies, LLC12,613$1.02M0.01%
Williamson Legacy Group, LLC11,527$930.9K0.78%
Vise Technologies, Inc.11,242$907.9K0.04%
Friedenthal Financial11,200$904.5K0.50%
Group One Trading, L.P.8,554$690.8K0.02%
Hanlon Investment Management, Inc.8,446$682.1K0.49%
Global Retirement Partners, LLC8,337$673.3K0.02%
Readystate Asset Management LP6,680$539.5K0.02%
Aviva PLC6,281$507.3K0.00%
Capstone Investment Advisors, LLC6,011$485.4K0.00%
Quantessence Capital LLC5,093$411.3K0.12%
Farringdon Capital, Ltd.4,918$397.2K0.13%
FJ Capital Management LLC4,799$387.6K0.04%
Arkadios Wealth Advisors4,746$383.3K0.01%
Tripletail Wealth Management, LLC5,302$367.6K0.52%
Nebula Research & Development LLC4,437$358.3K0.03%
Kestra Private Wealth Services, LLC4,419$356.9K0.01%
Laurion Capital Management LP4,145$334.8K0.04%
F/M Investments LLC4,044$326.6K0.01%
Catalyst Funds Management Pty Ltd3,900$315.0K0.09%
Prudential PLC3,873$312.8K0.00%
Brown Miller Wealth Management, LLC3,399$274.5K0.09%
Axxcess Wealth Management, LLC3,399$274.5K0.01%
Syon Capital LLC3,391$273.9K0.02%
Catalytic Wealth RIA, LLC3,357$271.1K0.02%
LaSalle St. Investment Advisors, LLC3,362$271.0K0.07%
Two Sigma Securities, LLC3,331$269.0K0.03%
Strategy Asset Managers LLC3,191$257.7K0.05%
Vicus Capital3,130$252.8K0.02%
Armis Advisers, LLC3,000$240.1K0.02%
Midwest Trust Co2,935$237.0K0.00%
Inscription Capital, LLC2,857$230.7K0.03%
Blueshift Asset Management, LLC2,706$218.5K0.07%
Wealthspire Advisors, LLC2,682$216.6K0.00%
Haven Private, LLC2,671$215.7K0.10%
J.Safra Asset Management Corp2,340$189.0K0.01%
BNP PARIBAS ASSET MANAGEMENT Holding S.A.1,958$158.0K0.00%
Walleye Trading LLC1,158$93.5K0.00%
St Germain D J Co Inc610$49.3K0.00%
Legacy Investment Solutions, LLC370$29.9K0.02%
Quintet Private Bank (Europe) S.A.350$28.3K0.00%
Evolution Wealth Management Inc.241$19.5K0.02%
Essential Partners LLC228$18.4K0.01%
VSM Wealth Advisory, LLC210$17.0K0.01%
GoalVest Advisory LLC140$11.3K0.00%
Dogwood Wealth Management LLC123$9.96K0.00%
Ancora Advisors, LLC88$7.11K0.00%
Twin Peaks Wealth Advisors, LLC79$5.56K0.00%
Mount Yale Investment Advisors, LLC52$4.20K0.00%
Capital A Wealth Management, LLC63$2.85K0.03%
ORG Partners LLC29$2.38K0.00%
Ameritas Advisory Services, LLC27$2.20K0.00%
Atlantic Private Wealth, LLC23$1.89K0.00%
DHJJ Financial Advisors, Ltd.23$1.86K0.00%
Tortoise Investment Management, LLC23$1.86K0.00%
Ameriflex Group, Inc.21$1.67K0.00%
Stephens Consulting, LLC7$5660.00%
Bogart Wealth, LLC6$4850.00%
Quaker Wealth Management, LLC5$4040.00%
DecisionPoint Financial, LLC3$2470.00%

Sold out (68)

Institutions that held Unum Group at the end of Q1 2025 and filed for Q2 2025 without it.

Institutions that sold out of UNM in Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Teewinot Capital Advisers, L.L.C.722,815$58.9M
Junto Capital Management LP319,245$26.0M
Point72 Asset Management, L.P.192,237$15.7M
Corebridge Financial, Inc.181,605$14.8M
Citadel Advisors LLC178,079$14.5M
Voloridge Investment Management, LLC136,714$11.1M
Prana Capital Management, LP108,444$8.83M
Healthcare of Ontario Pension Plan Trust Fund68,100$5.55M
Alaska Permanent Fund Corp70,058$5.44M
EAM Global Investors LLC65,146$5.31M
Squarepoint Ops LLC48,229$3.93M
Graham Capital Management, L.P.40,697$3.32M
Agf Management Ltd35,529$2.89M
Mubadala Investment Co PJSC32,101$2.61M
Artemis Investment Management LLP30,393$2.48M
Natixis29,328$2.37M
Qsemble Capital Management, LP25,446$2.07M
VestGen Advisors, LLC24,151$1.97M
Bank of Nova Scotia23,551$1.92M
Asset Management One Co.,Ltd.17,302$1.41M
Virtu Financial LLC16,392$1.33M
Ieq Capital, LLC15,764$1.28M
FORA Capital, LLC12,817$1.04M
Caxton Associates LLP12,074$983.5K
United Services Automobile Association10,707$856.6K
Nomura Holdings Inc10,235$833.7K
Scientech Research LLC9,801$798.4K
GTS Securities LLC7,045$573.9K
Virtus ETF Advisers LLC6,354$517.6K
Cresset Asset Management, LLC6,329$515.5K
Sharpepoint LLC5,501$435.9K
Flossbach Von Storch AG5,325$433.8K
Centennial Wealth Advisory LLC4,694$382.4K
Buckingham Strategic Partners4,373$356.2K
Fox Run Management, L.L.C.4,359$355.1K
Sherbrooke Park Advisers LLC4,087$332.9K
LifeWealth Investments, LLC3,861$314.5K
denkapparat Operations GmbH3,490$284.3K
National Asset Management, Inc.3,445$280.7K
Montag A & Associates Inc3,410$277.8K
Gsa Capital Partners LLP3,268$266.0K
Prime Capital Investment Advisors, LLC3,247$264.5K
Brookstone Capital Management3,170$258.2K
International Private Wealth Advisors LLC3,099$252.4K
Financial Counselors Inc3,054$248.8K
Boston Private Wealth LLC2,867$233.5K
Koshinski Asset Management, Inc.2,820$229.7K
Change Path, LLC2,539$206.8K
Accurate Wealth Management, LLC2,731$205.5K
Kathmere Capital Management, LLC2,496$203.3K
Retirement Guys Formula LLC2,495$203.2K
Modern Wealth Management, LLC2,494$203.2K
Simon Quick Advisors, LLC2,486$202.5K
Continuum Advisory, LLC2,348$191.3K
Cranbrook Wealth Management, LLC1,082$88.1K
Wayfinding Financial, LLC604$49.0K
Laurel Wealth Advisors LLC325$26.5K
Hexagon Capital Partners LLC131$10.7K
Atala Financial Inc124$10.1K
Greenline Partners, LLC118$9.61K
Colonial Trust Co50$4.09K
Global Financial Private Client, LLC44$3.58K
MPWM Advisory Solutions, LLC12$978
Bare Financial Services, Inc11$896
ROSS\JOHNSON & Associates LLC5$407
Ruedi Wealth Management, Inc.2$163
Activest Wealth Management1$81
Toronto Dominion Bank0$9

Not filed for Q2 2025 yet (7)

Institutions that held Unum Group at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UNM in Q1 2025 that haven't filed for Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Glenmede Trust Co NA169,840$13.8M
Credit Agricole S A40,438$3.29M
CAPROCK Group, Inc.13,659$1.11M
Orion Portfolio Solutions, LLC12,467$1.02M
Callan Capital, LLC9,831$800.8K
Lane & Associates LLC5,013$408.3K
Lindbrook Capital, LLC931$75.8K