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, Q2 2025
Institutional positions in Unum Group as of Jun 30, 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
- 736
- +14 vs. Q1 2025
- Shares held
- 151.9M
- −3.09M (−2.0%) vs. Q1 2025
- Total value
- $12.3B
- −$349.0M (−2.8%) vs. Q1 2025
- New holders
- 82
- 269 more added
- Sold out
- 68
- 274 more reduced
7 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Unum Group; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| HM Payson & Co | 11,011 | $889.2K | 0.01% | −136−1.2% | Reduced |
| Verition Fund Management LLC | 11,078 | $894.7K | 0.01% | +1,248+12.7% | Added |
| Friedenthal Financial | 11,200 | $904.5K | 0.50% | +11,200 | New |
| Vise Technologies, Inc. | 11,242 | $907.9K | 0.04% | +11,242 | New |
| Savant Capital, LLC | 11,287 | $911.5K | 0.01% | +49+0.4% | Added |
| Williamson Legacy Group, LLC | 11,527 | $930.9K | 0.78% | +11,527 | New |
| State of Wyoming | 11,583 | $935.4K | 0.11% | +4,230+57.5% | Added |
| Measured Wealth Private Client Group, LLC | 12,033 | $971.8K | 0.29% | +2,365+24.5% | Added |
| Wedmont Private Capital | 12,291 | $974.3K | 0.04% | +70+0.6% | Added |
| Affinity Investment Advisors, LLC | 12,076 | $975.3K | 0.74% | −22−0.2% | Reduced |
| Moran Wealth Management, LLC | 12,139 | $980.3K | 0.03% | −2,303−15.9% | Reduced |
| Securian Asset Management, Inc | 12,216 | $986.6K | 0.03% | −263−2.1% | Reduced |
| Signet Financial Management, LLC | 12,221 | $987.0K | 0.12% | +931+8.2% | Added |
| Hillsdale Investment Management Inc. | 12,250 | $989.3K | 0.04% | −200−1.6% | Reduced |
| Merit Financial Group, LLC | 12,354 | $997.7K | 0.01% | +284+2.4% | Added |
| Shell Asset Management Co | 12,396 | $1.00M | 0.03% | −2,157−14.8% | Reduced |
| Cubist Systematic Strategies, LLC | 12,613 | $1.02M | 0.01% | +12,613 | New |
| Park Avenue Securities LLC | 12,617 | $1.02M | 0.01% | −195−1.5% | Reduced |
| Bailard, Inc. | 12,825 | $1.04M | 0.02% | −371−2.8% | Reduced |
| BOS Asset Management, LLC | 12,833 | $1.04M | 0.33% | −200−1.5% | Reduced |
| Evergreen Capital Management LLC | 12,966 | $1.05M | 0.03% | +133+1.0% | Added |
| Point72 (DIFC) Ltd | 12,971 | $1.05M | 0.08% | +7,428+134.0% | Added |
| Coldstream Capital Management Inc | 13,025 | $1.05M | 0.02% | +508+4.1% | Added |
| Patten & Patten Inc | 13,077 | $1.06M | 0.07% | −125−0.9% | Reduced |
| JSF Financial, LLC | 13,148 | $1.06M | 0.25% | +13,148 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 13,239 | $1.07M | 0.00% | +5,310+67.0% | Added |
| Assetmark, Inc | 13,306 | $1.07M | 0.00% | −506−3.7% | Reduced |
| Keel Point, LLC | 13,417 | $1.08M | 0.07% | +13,417 | New |
| Atria Investments LLC | 13,419 | $1.08M | 0.01% | +8,697+184.2% | Added |
| Wetherby Asset Management Inc | 13,544 | $1.09M | 0.05% | +13,544 | New |
| Harvest Fund Management Co., Ltd | 14,870 | $1.10M | 0.05% | −11,647−43.9% | Reduced |
| Northwest & Ethical Investments L.P. | 14,034 | $1.13M | 0.03% | −4,700−25.1% | Reduced |
| Toroso Investments, LLC | 14,020 | $1.13M | 0.01% | −754−5.1% | Reduced |
| Westover Capital Advisors, LLC | 14,033 | $1.13M | 0.23% | −9−0.1% | Reduced |
| Commerce Bank | 14,113 | $1.14M | 0.01% | +421+3.1% | Added |
| CSS LLC | 14,339 | $1.16M | 0.07% | +5,040+54.2% | Added |
| Jump Financial, LLC | 14,356 | $1.16M | 0.01% | +10,856+310.2% | Added |
| CWM, LLC | 14,442 | $1.17M | 0.00% | +233+1.6% | Added |
| Convergence Investment Partners, LLC | 14,484 | $1.17M | 0.30% | −8,773−37.7% | Reduced |
| XML Financial, LLC | 14,705 | $1.19M | 0.10% | −100−0.7% | Reduced |
| Bessemer Group Inc | 15,374 | $1.24M | 0.00% | +8,630+128.0% | Added |
| Elo Mutual Pension Insurance Co | 15,399 | $1.24M | 0.03% | −5,807−27.4% | Reduced |
| Advisory Research Inc | 15,755 | $1.27M | 0.20% | +1,094+7.5% | Added |
| Lifestyle Asset Management, Inc. | 15,783 | $1.27M | 0.59% | +205+1.3% | Added |
| Neumann Capital Management, LLC | 15,898 | $1.28M | 0.40% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 16,254 | $1.31M | 0.02% | +5,393+49.7% | Added |
| Keynote Financial Services LLC | 16,386 | $1.32M | 0.89% | −1,490−8.3% | Reduced |
| Castlekeep Investment Advisors LLC | 16,684 | $1.35M | 0.66% | +16,684 | New |
| New York Life Investment Management LLC | 16,884 | $1.36M | 0.01% | −2,592−13.3% | Reduced |
| Redwood Investment Management, LLC | 16,893 | $1.36M | 0.14% | +833+5.2% | Added |
| Stephens Inc | 16,944 | $1.37M | 0.02% | −715−4.0% | Reduced |
| Rockefeller Capital Management L.P. | 16,993 | $1.37M | 0.00% | +715+4.4% | Added |
| Nilsine Partners, LLC | 17,001 | $1.37M | 0.14% | +1,605+10.4% | Added |
| Bridgewater Advisors Inc. | 17,031 | $1.38M | 0.10% | +17,031 | New |
| Kovitz Investment Group Partners, LLC | 17,422 | $1.40M | 0.01% | +268+1.6% | Added |
| Point72 Hong Kong Ltd | 17,534 | $1.42M | 0.10% | +16,711+2,030.5% | Added |
| Public Employees Retirement Association of Colorado | 17,588 | $1.42M | 0.01% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 17,607 | $1.42M | 0.11% | +3,179+22.0% | Added |
| Atlas Capital Advisors LLC | 18,005 | $1.45M | 0.18% | −36−0.2% | Reduced |
| Quest Partners LLC | 18,038 | $1.46M | 0.14% | +15,433+592.4% | Added |
| Signaturefd, LLC | 18,117 | $1.46M | 0.02% | −702−3.7% | Reduced |
| Algert Global LLC | 18,431 | $1.49M | 0.03% | −51,100−73.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 18,510 | $1.50M | 0.20% | −928−4.8% | Reduced |
| Centiva Capital, LP | 18,537 | $1.50M | 0.10% | +12,276+196.1% | Added |
| Prospera Financial Services Inc | 18,924 | $1.53M | 0.03% | +10,891+135.6% | Added |
| MML Investors Services, LLC | 19,533 | $1.58M | 0.00% | +10.0% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 19,581 | $1.58M | 0.28% | +19,581 | New |
| Federated Hermes, Inc. | 19,814 | $1.60M | 0.00% | +745+3.9% | Added |
| QRG Capital Management, Inc. | 19,915 | $1.61M | 0.01% | +852+4.5% | Added |
| TD Waterhouse Canada Inc. | 19,691 | $1.62M | 0.01% | +17,915+1,008.7% | Added |
| Abacus Planning Group, Inc. | 20,086 | $1.62M | 0.24% | −61−0.3% | Reduced |
| First Citizens Bank & Trust Co | 20,160 | $1.63M | 0.03% | +13,444+200.2% | Added |
| Xponance, Inc. | 20,350 | $1.64M | 0.01% | −615−2.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 20,552 | $1.66M | 0.01% | +15,562+311.9% | Added |
| Ascent Group, LLC | 20,890 | $1.69M | 0.07% | −65−0.3% | Reduced |
| Cinctive Capital Management LP | 21,813 | $1.76M | 0.10% | −19,285−46.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 21,874 | $1.77M | 0.01% | −60,837−73.6% | Reduced |
| Sowell Financial Services LLC | 22,000 | $1.78M | 0.07% | −1,537−6.5% | Reduced |
| Mercer Global Advisors Inc | 22,023 | $1.78M | 0.00% | +2,030+10.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 22,385 | $1.81M | 0.02% | −89,066−79.9% | Reduced |
| Oak Thistle LLC | 24,126 | $1.95M | 0.29% | +3,243+15.5% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 24,271 | $1.96M | 0.01% | +1,602+7.1% | Added |
| Investors Research Corp | 24,376 | $1.97M | 0.39% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 24,729 | $2.00M | 0.05% | +19,726+394.3% | Added |
| Vident Advisory, LLC | 24,797 | $2.00M | 0.02% | −4,814−16.3% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 24,951 | $2.02M | 0.06% | +24,951 | New |
| Weaver C. Barksdale & Associates, Inc. | 25,662 | $2.07M | 1.99% | −209−0.8% | Reduced |
| Pictet Asset Management Holding SA | 25,888 | $2.09M | 0.00% | −454−1.7% | Reduced |
| Acadian Asset Management LLC | 26,472 | $2.14M | 0.00% | −114,362−81.2% | Reduced |
| Klein Pavlis & Peasley Financial, Inc. | 26,681 | $2.15M | 1.44% | +7,981+42.7% | Added |
| Gillson Capital LP | 27,030 | $2.18M | 0.17% | −225,531−89.3% | Reduced |
| Sterling Capital Management LLC | 27,536 | $2.22M | 0.03% | +1,425+5.5% | Added |
| Family Management Corp | 27,838 | $2.25M | 0.34% | +132+0.5% | Added |
| NJ State Employees Deferred Compensation Plan | 28,000 | $2.26M | 0.27% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 28,786 | $2.32M | 0.21% | +12,514+76.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 28,824 | $2.33M | 0.01% | −5,419−15.8% | Reduced |
| Jain Global LLC | 29,144 | $2.35M | 0.04% | +29,144 | New |
| Goelzer Investment Management, Inc. | 29,263 | $2.36M | 0.13% | +29,263 | New |
| D. E. Shaw & Co., Inc. | 29,338 | $2.37M | 0.00% | +3,478+13.4% | Added |
| Waterfront Wealth Inc. | 29,350 | $2.37M | 0.53% | +158+0.5% | Added |