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 |
|---|---|---|---|---|---|
| O'Shaughnessy Asset Management, LLC | 145,837 | $11.8M | 0.08% | −78−0.1% | Reduced |
| Paradiem, LLC | 143,570 | $11.6M | 2.93% | +143,570 | New |
| Susquehanna Fundamental Investments, LLC | 138,894 | $11.2M | 0.30% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 136,491 | $11.0M | 1.18% | +4,850+3.7% | Added |
| Panagora Asset Management Inc | 135,531 | $10.9M | 0.05% | −456−0.3% | Reduced |
| Man Group plc | 135,316 | $10.9M | 0.02% | −45,895−25.3% | Reduced |
| BNP Paribas Arbitrage, SA | 133,076 | $10.7M | 0.01% | −8,989−6.3% | Reduced |
| CI Private Wealth, LLC | 132,464 | $10.7M | 0.02% | −1,061−0.8% | Reduced |
| Russell Investments Group, Ltd. | 131,641 | $10.6M | 0.01% | −6,181−4.5% | Reduced |
| Barnett & Company, Inc. | 128,783 | $10.4M | 8.18% | −284−0.2% | Reduced |
| Great West Life Assurance Co | 127,913 | $10.3M | 0.02% | −6,567−4.9% | Reduced |
| Intech Investment Management LLC | 126,330 | $10.2M | 0.10% | +22,863+22.1% | Added |
| Foster & Motley Inc | 123,375 | $9.96M | 0.58% | +3,430+2.9% | Added |
| Public Employees Retirement System of Ohio | 121,562 | $9.82M | 0.03% | −11,306−8.5% | Reduced |
| Van Eck Associates Corp | 121,353 | $9.80M | 0.01% | −24,803−17.0% | Reduced |
| Boston Partners | 121,139 | $9.78M | 0.01% | +38,505+46.6% | Added |
| Principal Street Partners, LLC | 120,679 | $9.75M | 0.96% | +12,633+11.7% | Added |
| Teacher Retirement System of Texas | 120,492 | $9.73M | 0.04% | +3,020+2.6% | Added |
| Prospector Partners LLC | 118,684 | $9.58M | 1.11% | +118,684 | New |
| Envestnet Asset Management Inc | 112,985 | $9.12M | 0.00% | +65,670+138.8% | Added |
| NewSquare Capital LLC | 112,831 | $8.86M | 0.66% | +4,816+4.5% | Added |
| Janus Henderson Group PLC | 107,773 | $8.70M | 0.00% | −30,566−22.1% | Reduced |
| IFG Advisory, LLC | 106,474 | $8.60M | 0.43% | −3,474−3.2% | Reduced |
| Hennessy Advisors Inc | 106,400 | $8.59M | 0.29% | +106,400 | New |
| New York State Common Retirement Fund | 103,333 | $8.35M | 0.01% | −3,000−2.8% | Reduced |
| Hudson Bay Capital Management LP | 101,596 | $8.20M | 0.05% | −97,594−49.0% | Reduced |
| AlphaCore Capital LLC | 98,188 | $7.93M | 0.30% | −903−0.9% | Reduced |
| Brandywine Global Investment Management, LLC | 96,882 | $7.82M | 0.06% | −1,990−2.0% | Reduced |
| US Bancorp | 96,007 | $7.75M | 0.01% | +304+0.3% | Added |
| Horizon Investments, LLC | 91,026 | $7.31M | 0.12% | +90,899+71,574.0% | Added |
| Gotham Asset Management, LLC | 89,571 | $7.23M | 0.04% | +50,990+132.2% | Added |
| Brant Point Investment Management LLC | 89,453 | $7.22M | 1.65% | −19,198−17.7% | Reduced |
| Empowered Funds, LLC | 86,665 | $7.00M | 0.08% | +2,809+3.3% | Added |
| Ci Investments Inc. | 86,590 | $6.99M | 0.03% | +2,679+3.2% | Added |
| MetLife Investment Management | 86,589 | $6.99M | 0.04% | −4,963−5.4% | Reduced |
| Creative Planning | 85,582 | $6.91M | 0.01% | −341−0.4% | Reduced |
| Comerica Bank | 85,170 | $6.88M | 0.03% | −11,204−11.6% | Reduced |
| Illinois Municipal Retirement Fund | 84,479 | $6.82M | 0.09% | +18,711+28.5% | Added |
| Amundi | 83,275 | $6.77M | 0.00% | −612,566−88.0% | Reduced |
| New Age Alpha Advisors, LLC | 82,831 | $6.69M | 0.29% | −12,968−13.5% | Reduced |
| Burney Co | 82,585 | $6.67M | 0.23% | −1,013−1.2% | Reduced |
| Advisor Group Holdings, Inc. | 82,110 | $6.65M | 0.01% | +26,769+48.4% | Added |
| Wealthfront Advisers LLC | 81,893 | $6.61M | 0.02% | −1,651−2.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 81,900 | $6.61M | 0.30% | +14,400+21.3% | Added |
| HSBC Holdings PLC | 81,594 | $6.59M | 0.00% | +4,925+6.4% | Added |
| Boston Common Asset Management, LLC | 81,459 | $6.58M | 0.18% | −25,696−24.0% | Reduced |
| Treasurer of the State of North Carolina | 80,842 | $6.53M | 0.02% | −2,247−2.7% | Reduced |
| CIBC World Markets Inc. | 80,836 | $6.53M | 0.01% | +51,550+176.0% | Added |
| Mutual of America Capital Management LLC | 79,775 | $6.44M | 0.07% | −4,794−5.7% | Reduced |
| Thompson Siegel & Walmsley LLC | 79,700 | $6.44M | 0.11% | +79,700 | New |
| Cerity Partners LLC | 79,572 | $6.43M | 0.01% | −6,776−7.8% | Reduced |
| CWA Asset Management Group, LLC | 79,493 | $6.42M | 0.27% | +9,149+13.0% | Added |
| Dorsey Wright & Associates | 78,702 | $6.36M | 1.51% | +54,207+221.3% | Added |
| Consolidated Planning Corp | 75,090 | $6.06M | 0.76% | +4,135+5.8% | Added |
| Amalgamated Bank | 74,412 | $6.01M | 0.05% | −1,869−2.5% | Reduced |
| Interval Partners, LP | 74,057 | $5.98M | 0.14% | +16,081+27.7% | Added |
| JustInvest LLC | 73,624 | $5.95M | 0.07% | +11,513+18.5% | Added |
| Silver Lake Advisory, LLC | 72,982 | $5.89M | 2.51% | +749+1.0% | Added |
| Tudor Investment Corp Et Al | 72,666 | $5.87M | 0.04% | +72,666 | New |
| Cetera Investment Advisers | 71,961 | $5.81M | 0.01% | +9,466+15.1% | Added |
| BTC Capital Management, Inc. | 71,836 | $5.73M | 0.47% | +3,399+5.0% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 70,463 | $5.69M | 0.02% | −48,653−40.8% | Reduced |
| Viking Fund Management LLC | 70,000 | $5.65M | 0.78% | 00.0% | Unchanged |
| Twinbeech Capital LP | 69,588 | $5.62M | 0.13% | +33,576+93.2% | Added |
| Pathstone Holdings, LLC | 67,980 | $5.49M | 0.02% | −1,333−1.9% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 66,544 | $5.37M | 0.05% | +6,330+10.5% | Added |
| Lazard Asset Management LLC | 66,352 | $5.36M | 0.01% | −57,445−46.4% | Reduced |
| State of Tennessee, Treasury Department | 66,208 | $5.35M | 0.02% | −7,000−9.6% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 65,936 | $5.32M | 0.01% | −19,861−23.1% | Reduced |
| State of Wisconsin Investment Board | 64,750 | $5.23M | 0.01% | −9,372−12.6% | Reduced |
| Flputnam Investment Management Co | 62,765 | $5.07M | 0.09% | +62,765 | New |
| TrueMark Investments, LLC | 62,694 | $5.06M | 1.09% | +62,694 | New |
| Janney Montgomery Scott LLC | 58,384 | $4.71M | 0.01% | −4,444−7.1% | Reduced |
| HighTower Advisors, LLC | 57,988 | $4.68M | 0.01% | −2,382−3.9% | Reduced |
| Auxier Asset Management | 57,564 | $4.65M | 0.68% | −163−0.3% | Reduced |
| Citigroup Inc | 57,328 | $4.63M | 0.00% | −10,621−15.6% | Reduced |
| Yousif Capital Management, LLC | 57,224 | $4.62M | 0.05% | −2,741−4.6% | Reduced |
| Thrivent Financial for Lutherans | 56,162 | $4.54M | 0.01% | +3,355+6.4% | Added |
| Teachers Retirement System of the State of Kentucky | 56,000 | $4.52M | 0.04% | −710−1.3% | Reduced |
| Triasima Portfolio Management inc. | 55,290 | $4.47M | 0.82% | +17,805+47.5% | Added |
| Brevan Howard Capital Management LP | 55,213 | $4.46M | 0.05% | +40,913+286.1% | Added |
| Capital Fund Management S.A. | 51,679 | $4.17M | 0.05% | +1,919+3.9% | Added |
| Mariner, LLC | 51,487 | $4.16M | 0.01% | −12,618−19.7% | Reduced |
| Ameritas Investment Partners, Inc. | 50,521 | $4.08M | 0.13% | −1,183−2.3% | Reduced |
| Deutsche Bank AG | 49,740 | $4.02M | 0.00% | +2,887+6.2% | Added |
| State of New Jersey Common Pension Fund D | 49,083 | $3.96M | 0.02% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 48,900 | $3.95M | 0.02% | −7,400−13.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 48,074 | $3.95M | 0.01% | +8,933+22.8% | Added |
| Arizona State Retirement System | 48,857 | $3.95M | 0.02% | −905−1.8% | Reduced |
| Abn Amro Investment Solutions | 46,690 | $3.77M | 0.08% | −13,608−22.6% | Reduced |
| Louisiana State Employees Retirement System | 45,100 | $3.64M | 0.07% | −900−2.0% | Reduced |
| State of Alaska, Department of Revenue | 45,027 | $3.63M | 0.04% | +25,775+133.9% | Added |
| STRS Ohio | 44,360 | $3.58M | 0.01% | +4,814+12.2% | Added |
| Advisory Services Network, LLC | 48,859 | $3.51M | 0.06% | +10,379+27.0% | Added |
| Susquehanna Portfolio Strategies, LLC | 43,068 | $3.48M | 0.08% | +43,068 | New |
| CoreCap Advisors, LLC | 42,890 | $3.46M | 0.14% | +2,667+6.6% | Added |
| Commonwealth Equity Services, LLC | 42,634 | $3.44M | 0.00% | −2,099−4.7% | Reduced |
| Ritholtz Wealth Management | 42,327 | $3.42M | 0.08% | +160+0.4% | Added |
| Hancock Whitney Corp | 41,838 | $3.38M | 0.06% | +1,075+2.6% | Added |
| Kendall Capital Management | 41,495 | $3.35M | 0.89% | −300−0.7% | Reduced |