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 |
|---|---|---|---|---|---|
| DGS Capital Management, LLC | 41,391 | $3.34M | 0.69% | +1,493+3.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 41,215 | $3.33M | 0.02% | +1,938+4.9% | Added |
| Bank of Montreal | 41,186 | $3.33M | 0.00% | −4,796−10.4% | Reduced |
| Handelsbanken Fonder AB | 40,607 | $3.28M | 0.01% | −4,600−10.2% | Reduced |
| Anchor Investment Management, LLC | 39,533 | $3.19M | 0.28% | −9,870−20.0% | Reduced |
| Nisa Investment Advisors, LLC | 39,279 | $3.17M | 0.01% | −768−1.9% | Reduced |
| Nations Financial Group Inc, | 39,231 | $3.17M | 0.22% | +69+0.2% | Added |
| State of Michigan Retirement System | 38,600 | $3.12M | 0.02% | −700−1.8% | Reduced |
| Point72 Europe (London) LLP | 38,512 | $3.11M | 0.16% | −10,888−22.0% | Reduced |
| Edgestream Partners, L.P. | 37,967 | $3.07M | 0.09% | +3,012+8.6% | Added |
| Macquarie Group Ltd | 37,957 | $3.07M | 0.00% | −37,743−49.9% | Reduced |
| Larson Financial Group LLC | 37,014 | $2.99M | 0.12% | −184−0.5% | Reduced |
| Natixis Advisors, L.P. | 36,507 | $2.95M | 0.00% | +260+0.7% | Added |
| Sculati Wealth Management, LLC | 36,238 | $2.93M | 1.10% | −1,569−4.2% | Reduced |
| Engineers Gate Manager LP | 35,994 | $2.91M | 0.04% | +3,434+10.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 35,816 | $2.89M | 0.04% | −717−2.0% | Reduced |
| apricus wealth, LLC | 35,795 | $2.89M | 1.68% | +495+1.4% | Added |
| Kingsview Wealth Management, LLC | 35,704 | $2.88M | 0.05% | +30,866+638.0% | Added |
| Great Diamond Partners, LLC | 35,677 | $2.88M | 0.61% | +384+1.1% | Added |
| ISAM Funds (UK) Ltd | 35,330 | $2.85M | 0.63% | +35,330 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 35,086 | $2.83M | 0.01% | −2,494−6.6% | Reduced |
| New Mexico Educational Retirement Board | 34,843 | $2.81M | 0.09% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 34,759 | $2.81M | 0.24% | −768−2.2% | Reduced |
| Crossmark Global Holdings, Inc. | 33,114 | $2.67M | 0.04% | −109−0.3% | Reduced |
| Private Advisor Group, LLC | 32,994 | $2.66M | 0.01% | +2,173+7.1% | Added |
| Oregon Public Employees Retirement Fund | 32,783 | $2.65M | 0.05% | −1,125−3.3% | Reduced |
| Susquehanna International Group, LLP | 32,119 | $2.59M | 0.00% | −89,053−73.5% | Reduced |
| Bokf, NA | 32,005 | $2.58M | 0.04% | −1,318−4.0% | Reduced |
| Ethic Inc. | 31,565 | $2.54M | 0.05% | +12,110+62.2% | Added |
| Concurrent Investment Advisors, LLC | 31,415 | $2.54M | 0.05% | +140.0% | Added |
| Total Wealth Planning & Management, Inc. | 31,373 | $2.53M | 2.20% | +2,309+7.9% | Added |
| HHM Wealth Advisors, LLC | 31,185 | $2.52M | 0.30% | +26,876+623.7% | Added |
| Aviance Capital Partners, LLC | 31,156 | $2.52M | 0.33% | −980−3.0% | Reduced |
| BKD Wealth Advisors, LLC | 30,585 | $2.47M | 0.05% | −37−0.1% | Reduced |
| Strategic Global Advisors, LLC | 30,414 | $2.46M | 0.40% | −960−3.1% | Reduced |
| The PNC Financial Services Group, Inc. | 29,920 | $2.42M | 0.00% | +801+2.8% | Added |
| Waterfront Wealth Inc. | 29,350 | $2.37M | 0.53% | +158+0.5% | Added |
| D. E. Shaw & Co., Inc. | 29,338 | $2.37M | 0.00% | +3,478+13.4% | Added |
| Goelzer Investment Management, Inc. | 29,263 | $2.36M | 0.13% | +29,263 | New |
| Jain Global LLC | 29,144 | $2.35M | 0.04% | +29,144 | New |
| Cambridge Investment Research Advisors, Inc. | 28,824 | $2.33M | 0.01% | −5,419−15.8% | Reduced |
| Counterpoint Mutual Funds LLC | 28,786 | $2.32M | 0.21% | +12,514+76.9% | Added |
| NJ State Employees Deferred Compensation Plan | 28,000 | $2.26M | 0.27% | 00.0% | Unchanged |
| Family Management Corp | 27,838 | $2.25M | 0.34% | +132+0.5% | Added |
| Sterling Capital Management LLC | 27,536 | $2.22M | 0.03% | +1,425+5.5% | Added |
| Gillson Capital LP | 27,030 | $2.18M | 0.17% | −225,531−89.3% | Reduced |
| Klein Pavlis & Peasley Financial, Inc. | 26,681 | $2.15M | 1.44% | +7,981+42.7% | Added |
| Acadian Asset Management LLC | 26,472 | $2.14M | 0.00% | −114,362−81.2% | Reduced |
| Pictet Asset Management Holding SA | 25,888 | $2.09M | 0.00% | −454−1.7% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 25,662 | $2.07M | 1.99% | −209−0.8% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 24,951 | $2.02M | 0.06% | +24,951 | New |
| Vident Advisory, LLC | 24,797 | $2.00M | 0.02% | −4,814−16.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 24,729 | $2.00M | 0.05% | +19,726+394.3% | Added |
| Investors Research Corp | 24,376 | $1.97M | 0.39% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 24,271 | $1.96M | 0.01% | +1,602+7.1% | Added |
| Oak Thistle LLC | 24,126 | $1.95M | 0.29% | +3,243+15.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 22,385 | $1.81M | 0.02% | −89,066−79.9% | Reduced |
| Mercer Global Advisors Inc | 22,023 | $1.78M | 0.00% | +2,030+10.2% | Added |
| Sowell Financial Services LLC | 22,000 | $1.78M | 0.07% | −1,537−6.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 21,874 | $1.77M | 0.01% | −60,837−73.6% | Reduced |
| Cinctive Capital Management LP | 21,813 | $1.76M | 0.10% | −19,285−46.9% | Reduced |
| Ascent Group, LLC | 20,890 | $1.69M | 0.07% | −65−0.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 20,552 | $1.66M | 0.01% | +15,562+311.9% | Added |
| Xponance, Inc. | 20,350 | $1.64M | 0.01% | −615−2.9% | Reduced |
| First Citizens Bank & Trust Co | 20,160 | $1.63M | 0.03% | +13,444+200.2% | Added |
| Abacus Planning Group, Inc. | 20,086 | $1.62M | 0.24% | −61−0.3% | Reduced |
| TD Waterhouse Canada Inc. | 19,691 | $1.62M | 0.01% | +17,915+1,008.7% | Added |
| QRG Capital Management, Inc. | 19,915 | $1.61M | 0.01% | +852+4.5% | Added |
| Federated Hermes, Inc. | 19,814 | $1.60M | 0.00% | +745+3.9% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 19,581 | $1.58M | 0.28% | +19,581 | New |
| MML Investors Services, LLC | 19,533 | $1.58M | 0.00% | +10.0% | Added |
| Prospera Financial Services Inc | 18,924 | $1.53M | 0.03% | +10,891+135.6% | Added |
| Centiva Capital, LP | 18,537 | $1.50M | 0.10% | +12,276+196.1% | Added |
| Dynamic Technology Lab Private Ltd | 18,510 | $1.50M | 0.20% | −928−4.8% | Reduced |
| Algert Global LLC | 18,431 | $1.49M | 0.03% | −51,100−73.5% | Reduced |
| Signaturefd, LLC | 18,117 | $1.46M | 0.02% | −702−3.7% | Reduced |
| Quest Partners LLC | 18,038 | $1.46M | 0.14% | +15,433+592.4% | Added |
| Atlas Capital Advisors LLC | 18,005 | $1.45M | 0.18% | −36−0.2% | Reduced |
| Landscape Capital Management, L.L.C. | 17,607 | $1.42M | 0.11% | +3,179+22.0% | Added |
| Public Employees Retirement Association of Colorado | 17,588 | $1.42M | 0.01% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 17,534 | $1.42M | 0.10% | +16,711+2,030.5% | Added |
| Kovitz Investment Group Partners, LLC | 17,422 | $1.40M | 0.01% | +268+1.6% | Added |
| Bridgewater Advisors Inc. | 17,031 | $1.38M | 0.10% | +17,031 | New |
| Nilsine Partners, LLC | 17,001 | $1.37M | 0.14% | +1,605+10.4% | Added |
| Rockefeller Capital Management L.P. | 16,993 | $1.37M | 0.00% | +715+4.4% | Added |
| Stephens Inc | 16,944 | $1.37M | 0.02% | −715−4.0% | Reduced |
| Redwood Investment Management, LLC | 16,893 | $1.36M | 0.14% | +833+5.2% | Added |
| New York Life Investment Management LLC | 16,884 | $1.36M | 0.01% | −2,592−13.3% | Reduced |
| Castlekeep Investment Advisors LLC | 16,684 | $1.35M | 0.66% | +16,684 | New |
| Keynote Financial Services LLC | 16,386 | $1.32M | 0.89% | −1,490−8.3% | Reduced |
| Summit Trail Advisors, LLC | 16,254 | $1.31M | 0.02% | +5,393+49.7% | Added |
| Neumann Capital Management, LLC | 15,898 | $1.28M | 0.40% | 00.0% | Unchanged |
| Lifestyle Asset Management, Inc. | 15,783 | $1.27M | 0.59% | +205+1.3% | Added |
| Advisory Research Inc | 15,755 | $1.27M | 0.20% | +1,094+7.5% | Added |
| Elo Mutual Pension Insurance Co | 15,399 | $1.24M | 0.03% | −5,807−27.4% | Reduced |
| Bessemer Group Inc | 15,374 | $1.24M | 0.00% | +8,630+128.0% | Added |
| XML Financial, LLC | 14,705 | $1.19M | 0.10% | −100−0.7% | Reduced |
| Convergence Investment Partners, LLC | 14,484 | $1.17M | 0.30% | −8,773−37.7% | Reduced |
| CWM, LLC | 14,442 | $1.17M | 0.00% | +233+1.6% | Added |
| Jump Financial, LLC | 14,356 | $1.16M | 0.01% | +10,856+310.2% | Added |