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 |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 29,920 | $2.42M | 0.00% | +801+2.8% | Added |
| Strategic Global Advisors, LLC | 30,414 | $2.46M | 0.40% | −960−3.1% | Reduced |
| BKD Wealth Advisors, LLC | 30,585 | $2.47M | 0.05% | −37−0.1% | Reduced |
| Aviance Capital Partners, LLC | 31,156 | $2.52M | 0.33% | −980−3.0% | Reduced |
| HHM Wealth Advisors, LLC | 31,185 | $2.52M | 0.30% | +26,876+623.7% | Added |
| Total Wealth Planning & Management, Inc. | 31,373 | $2.53M | 2.20% | +2,309+7.9% | Added |
| Concurrent Investment Advisors, LLC | 31,415 | $2.54M | 0.05% | +140.0% | Added |
| Ethic Inc. | 31,565 | $2.54M | 0.05% | +12,110+62.2% | Added |
| Bokf, NA | 32,005 | $2.58M | 0.04% | −1,318−4.0% | Reduced |
| Susquehanna International Group, LLP | 32,119 | $2.59M | 0.00% | −89,053−73.5% | Reduced |
| Oregon Public Employees Retirement Fund | 32,783 | $2.65M | 0.05% | −1,125−3.3% | Reduced |
| Private Advisor Group, LLC | 32,994 | $2.66M | 0.01% | +2,173+7.1% | Added |
| Crossmark Global Holdings, Inc. | 33,114 | $2.67M | 0.04% | −109−0.3% | Reduced |
| Naples Global Advisors, LLC | 34,759 | $2.81M | 0.24% | −768−2.2% | Reduced |
| New Mexico Educational Retirement Board | 34,843 | $2.81M | 0.09% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 35,086 | $2.83M | 0.01% | −2,494−6.6% | Reduced |
| ISAM Funds (UK) Ltd | 35,330 | $2.85M | 0.63% | +35,330 | New |
| Great Diamond Partners, LLC | 35,677 | $2.88M | 0.61% | +384+1.1% | Added |
| Kingsview Wealth Management, LLC | 35,704 | $2.88M | 0.05% | +30,866+638.0% | Added |
| apricus wealth, LLC | 35,795 | $2.89M | 1.68% | +495+1.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 35,816 | $2.89M | 0.04% | −717−2.0% | Reduced |
| Engineers Gate Manager LP | 35,994 | $2.91M | 0.04% | +3,434+10.5% | Added |
| Sculati Wealth Management, LLC | 36,238 | $2.93M | 1.10% | −1,569−4.2% | Reduced |
| Natixis Advisors, L.P. | 36,507 | $2.95M | 0.00% | +260+0.7% | Added |
| Larson Financial Group LLC | 37,014 | $2.99M | 0.12% | −184−0.5% | Reduced |
| Macquarie Group Ltd | 37,957 | $3.07M | 0.00% | −37,743−49.9% | Reduced |
| Edgestream Partners, L.P. | 37,967 | $3.07M | 0.09% | +3,012+8.6% | Added |
| Point72 Europe (London) LLP | 38,512 | $3.11M | 0.16% | −10,888−22.0% | Reduced |
| State of Michigan Retirement System | 38,600 | $3.12M | 0.02% | −700−1.8% | Reduced |
| Nations Financial Group Inc, | 39,231 | $3.17M | 0.22% | +69+0.2% | Added |
| Nisa Investment Advisors, LLC | 39,279 | $3.17M | 0.01% | −768−1.9% | Reduced |
| Anchor Investment Management, LLC | 39,533 | $3.19M | 0.28% | −9,870−20.0% | Reduced |
| Handelsbanken Fonder AB | 40,607 | $3.28M | 0.01% | −4,600−10.2% | Reduced |
| Bank of Montreal | 41,186 | $3.33M | 0.00% | −4,796−10.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 41,215 | $3.33M | 0.02% | +1,938+4.9% | Added |
| DGS Capital Management, LLC | 41,391 | $3.34M | 0.69% | +1,493+3.7% | Added |
| Kendall Capital Management | 41,495 | $3.35M | 0.89% | −300−0.7% | Reduced |
| Hancock Whitney Corp | 41,838 | $3.38M | 0.06% | +1,075+2.6% | Added |
| Ritholtz Wealth Management | 42,327 | $3.42M | 0.08% | +160+0.4% | Added |
| Commonwealth Equity Services, LLC | 42,634 | $3.44M | 0.00% | −2,099−4.7% | Reduced |
| CoreCap Advisors, LLC | 42,890 | $3.46M | 0.14% | +2,667+6.6% | Added |
| Susquehanna Portfolio Strategies, LLC | 43,068 | $3.48M | 0.08% | +43,068 | New |
| Advisory Services Network, LLC | 48,859 | $3.51M | 0.06% | +10,379+27.0% | Added |
| STRS Ohio | 44,360 | $3.58M | 0.01% | +4,814+12.2% | Added |
| State of Alaska, Department of Revenue | 45,027 | $3.63M | 0.04% | +25,775+133.9% | Added |
| Louisiana State Employees Retirement System | 45,100 | $3.64M | 0.07% | −900−2.0% | Reduced |
| Abn Amro Investment Solutions | 46,690 | $3.77M | 0.08% | −13,608−22.6% | Reduced |
| Arizona State Retirement System | 48,857 | $3.95M | 0.02% | −905−1.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 48,074 | $3.95M | 0.01% | +8,933+22.8% | Added |
| KLP Kapitalforvaltning AS | 48,900 | $3.95M | 0.02% | −7,400−13.1% | Reduced |
| State of New Jersey Common Pension Fund D | 49,083 | $3.96M | 0.02% | 00.0% | Unchanged |
| Deutsche Bank AG | 49,740 | $4.02M | 0.00% | +2,887+6.2% | Added |
| Ameritas Investment Partners, Inc. | 50,521 | $4.08M | 0.13% | −1,183−2.3% | Reduced |
| Mariner, LLC | 51,487 | $4.16M | 0.01% | −12,618−19.7% | Reduced |
| Capital Fund Management S.A. | 51,679 | $4.17M | 0.05% | +1,919+3.9% | Added |
| Brevan Howard Capital Management LP | 55,213 | $4.46M | 0.05% | +40,913+286.1% | Added |
| Triasima Portfolio Management inc. | 55,290 | $4.47M | 0.82% | +17,805+47.5% | Added |
| Teachers Retirement System of the State of Kentucky | 56,000 | $4.52M | 0.04% | −710−1.3% | Reduced |
| Thrivent Financial for Lutherans | 56,162 | $4.54M | 0.01% | +3,355+6.4% | Added |
| Yousif Capital Management, LLC | 57,224 | $4.62M | 0.05% | −2,741−4.6% | Reduced |
| Citigroup Inc | 57,328 | $4.63M | 0.00% | −10,621−15.6% | Reduced |
| Auxier Asset Management | 57,564 | $4.65M | 0.68% | −163−0.3% | Reduced |
| HighTower Advisors, LLC | 57,988 | $4.68M | 0.01% | −2,382−3.9% | Reduced |
| Janney Montgomery Scott LLC | 58,384 | $4.71M | 0.01% | −4,444−7.1% | Reduced |
| TrueMark Investments, LLC | 62,694 | $5.06M | 1.09% | +62,694 | New |
| Flputnam Investment Management Co | 62,765 | $5.07M | 0.09% | +62,765 | New |
| State of Wisconsin Investment Board | 64,750 | $5.23M | 0.01% | −9,372−12.6% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 65,936 | $5.32M | 0.01% | −19,861−23.1% | Reduced |
| State of Tennessee, Treasury Department | 66,208 | $5.35M | 0.02% | −7,000−9.6% | Reduced |
| Lazard Asset Management LLC | 66,352 | $5.36M | 0.01% | −57,445−46.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 66,544 | $5.37M | 0.05% | +6,330+10.5% | Added |
| Pathstone Holdings, LLC | 67,980 | $5.49M | 0.02% | −1,333−1.9% | Reduced |
| Twinbeech Capital LP | 69,588 | $5.62M | 0.13% | +33,576+93.2% | Added |
| Viking Fund Management LLC | 70,000 | $5.65M | 0.78% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 70,463 | $5.69M | 0.02% | −48,653−40.8% | Reduced |
| BTC Capital Management, Inc. | 71,836 | $5.73M | 0.47% | +3,399+5.0% | Added |
| Cetera Investment Advisers | 71,961 | $5.81M | 0.01% | +9,466+15.1% | Added |
| Tudor Investment Corp Et Al | 72,666 | $5.87M | 0.04% | +72,666 | New |
| Silver Lake Advisory, LLC | 72,982 | $5.89M | 2.51% | +749+1.0% | Added |
| JustInvest LLC | 73,624 | $5.95M | 0.07% | +11,513+18.5% | Added |
| Interval Partners, LP | 74,057 | $5.98M | 0.14% | +16,081+27.7% | Added |
| Amalgamated Bank | 74,412 | $6.01M | 0.05% | −1,869−2.5% | Reduced |
| Consolidated Planning Corp | 75,090 | $6.06M | 0.76% | +4,135+5.8% | Added |
| Dorsey Wright & Associates | 78,702 | $6.36M | 1.51% | +54,207+221.3% | Added |
| CWA Asset Management Group, LLC | 79,493 | $6.42M | 0.27% | +9,149+13.0% | Added |
| Cerity Partners LLC | 79,572 | $6.43M | 0.01% | −6,776−7.8% | Reduced |
| Thompson Siegel & Walmsley LLC | 79,700 | $6.44M | 0.11% | +79,700 | New |
| Mutual of America Capital Management LLC | 79,775 | $6.44M | 0.07% | −4,794−5.7% | Reduced |
| CIBC World Markets Inc. | 80,836 | $6.53M | 0.01% | +51,550+176.0% | Added |
| Treasurer of the State of North Carolina | 80,842 | $6.53M | 0.02% | −2,247−2.7% | Reduced |
| Boston Common Asset Management, LLC | 81,459 | $6.58M | 0.18% | −25,696−24.0% | Reduced |
| HSBC Holdings PLC | 81,594 | $6.59M | 0.00% | +4,925+6.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 81,900 | $6.61M | 0.30% | +14,400+21.3% | Added |
| Wealthfront Advisers LLC | 81,893 | $6.61M | 0.02% | −1,651−2.0% | Reduced |
| Advisor Group Holdings, Inc. | 82,110 | $6.65M | 0.01% | +26,769+48.4% | Added |
| Burney Co | 82,585 | $6.67M | 0.23% | −1,013−1.2% | Reduced |
| New Age Alpha Advisors, LLC | 82,831 | $6.69M | 0.29% | −12,968−13.5% | Reduced |
| Amundi | 83,275 | $6.77M | 0.00% | −612,566−88.0% | Reduced |
| Illinois Municipal Retirement Fund | 84,479 | $6.82M | 0.09% | +18,711+28.5% | Added |
| Comerica Bank | 85,170 | $6.88M | 0.03% | −11,204−11.6% | Reduced |