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 |
|---|---|---|---|---|---|
| CSS LLC | 14,339 | $1.16M | 0.07% | +5,040+54.2% | Added |
| Commerce Bank | 14,113 | $1.14M | 0.01% | +421+3.1% | Added |
| Westover Capital Advisors, LLC | 14,033 | $1.13M | 0.23% | −9−0.1% | Reduced |
| Toroso Investments, LLC | 14,020 | $1.13M | 0.01% | −754−5.1% | Reduced |
| Northwest & Ethical Investments L.P. | 14,034 | $1.13M | 0.03% | −4,700−25.1% | Reduced |
| Harvest Fund Management Co., Ltd | 14,870 | $1.10M | 0.05% | −11,647−43.9% | Reduced |
| Wetherby Asset Management Inc | 13,544 | $1.09M | 0.05% | +13,544 | New |
| Atria Investments LLC | 13,419 | $1.08M | 0.01% | +8,697+184.2% | Added |
| Keel Point, LLC | 13,417 | $1.08M | 0.07% | +13,417 | New |
| Assetmark, Inc | 13,306 | $1.07M | 0.00% | −506−3.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 13,239 | $1.07M | 0.00% | +5,310+67.0% | Added |
| JSF Financial, LLC | 13,148 | $1.06M | 0.25% | +13,148 | New |
| Patten & Patten Inc | 13,077 | $1.06M | 0.07% | −125−0.9% | Reduced |
| Coldstream Capital Management Inc | 13,025 | $1.05M | 0.02% | +508+4.1% | Added |
| Point72 (DIFC) Ltd | 12,971 | $1.05M | 0.08% | +7,428+134.0% | Added |
| Evergreen Capital Management LLC | 12,966 | $1.05M | 0.03% | +133+1.0% | Added |
| BOS Asset Management, LLC | 12,833 | $1.04M | 0.33% | −200−1.5% | Reduced |
| Bailard, Inc. | 12,825 | $1.04M | 0.02% | −371−2.8% | Reduced |
| Park Avenue Securities LLC | 12,617 | $1.02M | 0.01% | −195−1.5% | Reduced |
| Cubist Systematic Strategies, LLC | 12,613 | $1.02M | 0.01% | +12,613 | New |
| Shell Asset Management Co | 12,396 | $1.00M | 0.03% | −2,157−14.8% | Reduced |
| Merit Financial Group, LLC | 12,354 | $997.7K | 0.01% | +284+2.4% | Added |
| Hillsdale Investment Management Inc. | 12,250 | $989.3K | 0.04% | −200−1.6% | Reduced |
| Signet Financial Management, LLC | 12,221 | $987.0K | 0.12% | +931+8.2% | Added |
| Securian Asset Management, Inc | 12,216 | $986.6K | 0.03% | −263−2.1% | Reduced |
| Moran Wealth Management, LLC | 12,139 | $980.3K | 0.03% | −2,303−15.9% | Reduced |
| Affinity Investment Advisors, LLC | 12,076 | $975.3K | 0.74% | −22−0.2% | Reduced |
| Wedmont Private Capital | 12,291 | $974.3K | 0.04% | +70+0.6% | Added |
| Measured Wealth Private Client Group, LLC | 12,033 | $971.8K | 0.29% | +2,365+24.5% | Added |
| State of Wyoming | 11,583 | $935.4K | 0.11% | +4,230+57.5% | Added |
| Williamson Legacy Group, LLC | 11,527 | $930.9K | 0.78% | +11,527 | New |
| Savant Capital, LLC | 11,287 | $911.5K | 0.01% | +49+0.4% | Added |
| Vise Technologies, Inc. | 11,242 | $907.9K | 0.04% | +11,242 | New |
| Friedenthal Financial | 11,200 | $904.5K | 0.50% | +11,200 | New |
| Verition Fund Management LLC | 11,078 | $894.7K | 0.01% | +1,248+12.7% | Added |
| HM Payson & Co | 11,011 | $889.2K | 0.01% | −136−1.2% | Reduced |
| Pinebridge Investments, L.P. | 11,010 | $889.2K | 0.01% | −13,124−54.4% | Reduced |
| Tounjian Advisory Partners, LLC | 10,874 | $885.7K | 0.17% | −144−1.3% | Reduced |
| Financial Advisory Service, Inc. | 10,948 | $884.1K | 0.07% | +57+0.5% | Added |
| M&T Bank Corp | 10,828 | $874.1K | 0.00% | −895−7.6% | Reduced |
| Paradigm Financial Partners, LLC | 10,814 | $873.3K | 0.09% | −668−5.8% | Reduced |
| Brinker Capital Investments, LLC | 10,512 | $849.0K | 0.01% | −1,955−15.7% | Reduced |
| Boxwood Ventures, Inc. | 10,412 | $840.9K | 1.09% | 00.0% | Unchanged |
| Greenleaf Trust | 10,307 | $832.4K | 0.01% | −572−5.3% | Reduced |
| L2 Asset Management, LLC | 10,181 | $822.2K | 0.13% | +843+9.0% | Added |
| Exchange Traded Concepts, LLC | 10,155 | $820.1K | 0.01% | +192+1.9% | Added |
| Kestra Advisory Services, LLC | 10,027 | $809.8K | 0.00% | +2,260+29.1% | Added |
| DMG Group, LLC | 9,954 | $803.9K | 0.62% | +1,679+20.3% | Added |
| Oppenheimer & Co Inc | 9,916 | $800.8K | 0.01% | −247−2.4% | Reduced |
| Benjamin Edwards Inc | 9,843 | $794.9K | 0.01% | +365+3.9% | Added |
| Carret Asset Management, LLC | 9,832 | $794.0K | 0.08% | 00.0% | Unchanged |
| Petra Financial Advisors Inc | 9,716 | $784.7K | 0.50% | +6,464+198.8% | Added |
| Venture Visionary Partners LLC | 9,536 | $770.1K | 0.03% | +30.0% | Added |
| Pacer Advisors, Inc. | 9,455 | $763.6K | 0.00% | +3,745+65.6% | Added |
| Old National Bancorp | 9,435 | $762.0K | 0.01% | −2,299−19.6% | Reduced |
| Aster Capital Management (DIFC) Ltd | 9,383 | $757.8K | 0.17% | +2,668+39.7% | Added |
| Utah Retirement Systems | 9,148 | $738.8K | 0.01% | −583−6.0% | Reduced |
| Integrated Wealth Concepts LLC | 9,093 | $734.3K | 0.01% | −2,241−19.8% | Reduced |
| GAMMA Investing LLC | 9,057 | $731.4K | 0.05% | +223+2.5% | Added |
| Avantax Advisory Services, Inc. | 9,054 | $731.2K | 0.00% | −457−4.8% | Reduced |
| United Capital Financial Advisers, LLC | 9,027 | $729.0K | 0.01% | −530−5.5% | Reduced |
| Old Port Advisors | 9,000 | $726.8K | 0.20% | −200−2.2% | Reduced |
| Erste Asset Management GmbH | 8,900 | $716.1K | 0.01% | 00.0% | Unchanged |
| Colony Group, LLC | 8,843 | $714.1K | 0.00% | +3,613+69.1% | Added |
| AIA Group Ltd | 8,741 | $705.9K | 0.02% | −777−8.2% | Reduced |
| Mutual Advisors, LLC | 8,681 | $701.1K | 0.02% | −467−5.1% | Reduced |
| HB Wealth Management, LLC | 8,556 | $691.0K | 0.01% | −9−0.1% | Reduced |
| Group One Trading, L.P. | 8,554 | $690.8K | 0.02% | +8,554 | New |
| AE Wealth Management LLC | 8,525 | $688.5K | 0.01% | −125,457−93.6% | Reduced |
| Dumont & Blake Investment Advisors LLC | 8,505 | $686.9K | 0.18% | −2,605−23.4% | Reduced |
| Maryland State Retirement & Pension System | 8,486 | $685.3K | 0.02% | 00.0% | Unchanged |
| Zacks Investment Management | 8,475 | $684.5K | 0.01% | −61,641−87.9% | Reduced |
| Hanlon Investment Management, Inc. | 8,446 | $682.1K | 0.49% | +8,446 | New |
| Global Retirement Partners, LLC | 8,337 | $673.3K | 0.02% | +8,337 | New |
| Wiley Bros.-Aintree Capital, LLC | 8,316 | $671.6K | 0.01% | −85−1.0% | Reduced |
| D.A. Davidson & Co. | 8,132 | $656.8K | 0.00% | −875−9.7% | Reduced |
| Belpointe Asset Management LLC | 8,091 | $653.4K | 0.03% | +810+11.1% | Added |
| Sanctuary Advisors, LLC | 8,059 | $650.8K | 0.00% | −4,921−37.9% | Reduced |
| Pitcairn Co | 8,025 | $648.1K | 0.04% | −965−10.7% | Reduced |
| Jefferies Financial Group Inc. | 8,000 | $646.1K | 0.01% | −14,166−63.9% | Reduced |
| Baird Financial Group, Inc. | 7,939 | $641.2K | 0.00% | +1,666+26.6% | Added |
| Prosperity Consulting Group, LLC | 7,915 | $639.2K | 0.05% | −835−9.5% | Reduced |
| Hamilton Capital Partners Inc. | 7,886 | $636.9K | 0.03% | 00.0% | Unchanged |
| BancorpSouth Bank | 7,865 | $635.2K | 0.04% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 7,852 | $634.1K | 0.02% | +20+0.3% | Added |
| Campion Asset Management LLC | 7,800 | $629.9K | 0.47% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 7,773 | $627.7K | 0.02% | +966+14.2% | Added |
| RSM US Wealth Management LLC | 7,766 | $627.2K | 0.01% | +1,152+17.4% | Added |
| My Legacy Advisors, LLC | 7,606 | $612.1K | 0.22% | −100−1.3% | Reduced |
| Meeder Advisory Services, Inc. | 7,548 | $609.5K | 0.03% | −1,190−13.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 7,462 | $602.6K | 0.02% | +1,792+31.6% | Added |
| SG Americas Securities, LLC | 7,223 | $583.0K | 0.00% | −2,705−27.2% | Reduced |
| Wealthstar Advisors, LLC | 7,049 | $569.2K | 0.21% | +1,022+17.0% | Added |
| Lingohr & Partner Asset Management GmbH | 6,795 | $549.0K | 1.00% | −66,583−90.7% | Reduced |
| Callan Family Office, LLC | 6,752 | $545.3K | 0.02% | +2,048+43.5% | Added |
| Advisors Capital Management, LLC | 6,742 | $544.5K | 0.01% | +434+6.9% | Added |
| Readystate Asset Management LP | 6,680 | $539.5K | 0.02% | +6,680 | New |
| First Horizon Advisors, Inc. | 6,587 | $532.0K | 0.01% | −500−7.1% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6,543 | $528.4K | 0.07% | −1,142−14.9% | Reduced |
| Patten Group, Inc. | 6,480 | $523.3K | 0.11% | 00.0% | Unchanged |