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, Q3 2025
Institutional positions in Unum Group as of Sep 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
- 674
- −51 vs. Q2 2025
- Shares held
- 133.2M
- −4.82M (−3.5%) vs. Q2 2025
- Total value
- $10.4B
- −$786.1M (−7.1%) vs. Q2 2025
- New holders
- 55
- 208 more added
- Sold out
- 106
- 303 more reduced
11 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Unum Group; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Commerce Bank | 14,152 | $1.10M | 0.01% | +39+0.3% | Added |
| Convergence Investment Partners, LLC | 14,461 | $1.12M | 0.25% | −23−0.2% | Reduced |
| Colony Group, LLC | 14,558 | $1.13M | 0.00% | +5,715+64.6% | Added |
| Redwood Investment Management, LLC | 15,474 | $1.20M | 0.13% | −1,419−8.4% | Reduced |
| Neumann Capital Management, LLC | 15,898 | $1.24M | 0.36% | 00.0% | Unchanged |
| Bessemer Group Inc | 16,109 | $1.25M | 0.00% | +735+4.8% | Added |
| New York Life Investment Management LLC | 16,133 | $1.25M | 0.01% | −751−4.4% | Reduced |
| Keynote Financial Services LLC | 16,336 | $1.27M | 0.77% | −50−0.3% | Reduced |
| Advisory Research Inc | 16,410 | $1.28M | 0.17% | +655+4.2% | Added |
| Oak Thistle LLC | 16,552 | $1.29M | 0.20% | −7,574−31.4% | Reduced |
| Public Employees Retirement Association of Colorado | 16,616 | $1.29M | 0.00% | −972−5.5% | Reduced |
| Bailard, Inc. | 16,803 | $1.31M | 0.03% | +3,978+31.0% | Added |
| Rockefeller Capital Management L.P. | 17,044 | $1.33M | 0.00% | +51+0.3% | Added |
| Stephens Inc | 16,599 | $1.34M | 0.02% | −345−2.0% | Reduced |
| Fox Run Management, L.L.C. | 17,929 | $1.39M | 0.22% | +17,929 | New |
| Nilsine Partners, LLC | 17,932 | $1.39M | 0.13% | +931+5.5% | Added |
| Signaturefd, LLC | 17,973 | $1.40M | 0.02% | −144−0.8% | Reduced |
| Federated Hermes, Inc. | 18,823 | $1.46M | 0.00% | −991−5.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 19,247 | $1.50M | 0.01% | −1,305−6.3% | Reduced |
| Occudo Quantitative Strategies LP | 19,484 | $1.52M | 0.18% | +19,484 | New |
| Lifestyle Asset Management, Inc. | 19,740 | $1.54M | 0.52% | +3,957+25.1% | Added |
| Xponance, Inc. | 19,793 | $1.54M | 0.01% | −557−2.7% | Reduced |
| Polianta Ltd | 19,900 | $1.55M | 0.64% | +19,900 | New |
| Abacus Planning Group, Inc. | 19,993 | $1.56M | 0.21% | −93−0.5% | Reduced |
| Prospera Financial Services Inc | 20,515 | $1.60M | 0.03% | +1,591+8.4% | Added |
| Kovitz Investment Group Partners, LLC | 20,622 | $1.60M | 0.01% | +3,200+18.4% | Added |
| Ascent Group, LLC | 20,680 | $1.61M | 0.06% | −210−1.0% | Reduced |
| Castlekeep Investment Advisors LLC | 20,879 | $1.62M | 0.76% | +4,195+25.1% | Added |
| First Citizens Bank & Trust Co | 20,975 | $1.63M | 0.04% | +815+4.0% | Added |
| Pictet Asset Management Holding SA | 22,393 | $1.74M | 0.00% | −3,495−13.5% | Reduced |
| Quantbot Technologies LP | 22,553 | $1.75M | 0.05% | +22,553 | New |
| Vident Advisory, LLC | 22,569 | $1.76M | 0.02% | −2,228−9.0% | Reduced |
| Sowell Financial Services LLC | 22,987 | $1.79M | 0.07% | +987+4.5% | Added |
| Ethic Inc. | 23,660 | $1.84M | 0.03% | −7,905−25.0% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 24,115 | $1.87M | 1.80% | −1,547−6.0% | Reduced |
| Summit Trail Advisors, LLC | 24,277 | $1.89M | 0.03% | +8,023+49.4% | Added |
| Investors Research Corp | 24,376 | $1.90M | 0.35% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 24,664 | $1.92M | 0.05% | −287−1.2% | Reduced |
| Caxton Associates LLP | 25,015 | $1.95M | 0.05% | +25,015 | New |
| Sequoia Financial Advisors, LLC | 25,419 | $1.98M | 0.01% | +22,363+731.8% | Added |
| Concurrent Investment Advisors, LLC | 25,577 | $1.99M | 0.03% | −5,838−18.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 26,976 | $2.10M | 0.01% | −1,848−6.4% | Reduced |
| NJ State Employees Deferred Compensation Plan | 28,000 | $2.18M | 0.24% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 28,386 | $2.21M | 0.00% | −8,121−22.2% | Reduced |
| Goelzer Investment Management, Inc. | 28,484 | $2.22M | 0.12% | −779−2.7% | Reduced |
| Family Management Corp | 28,617 | $2.23M | 0.31% | +779+2.8% | Added |
| Klein Pavlis & Peasley Financial, Inc. | 29,200 | $2.27M | 1.39% | +2,519+9.4% | Added |
| Simplex Trading, LLC | 29,325 | $2.28M | 0.05% | +25,863+747.1% | Added |
| BKD Wealth Advisors, LLC | 29,677 | $2.31M | 0.05% | −908−3.0% | Reduced |
| Pacer Advisors, Inc. | 29,933 | $2.33M | 0.01% | +20,478+216.6% | Added |
| The PNC Financial Services Group, Inc. | 30,254 | $2.35M | 0.00% | +334+1.1% | Added |
| Aviance Capital Partners, LLC | 30,259 | $2.35M | 0.28% | −897−2.9% | Reduced |
| Bokf, NA | 30,313 | $2.36M | 0.04% | −1,692−5.3% | Reduced |
| Crossmark Global Holdings, Inc. | 30,772 | $2.39M | 0.04% | −2,342−7.1% | Reduced |
| Qsemble Capital Management, LP | 30,857 | $2.40M | 0.24% | +30,857 | New |
| Waterfront Wealth Inc. | 31,878 | $2.43M | 0.50% | +2,528+8.6% | Added |
| Cinctive Capital Management LP | 31,297 | $2.43M | 0.12% | +9,484+43.5% | Added |
| HHM Wealth Advisors, LLC | 31,299 | $2.43M | 0.28% | +114+0.4% | Added |
| Oregon Public Employees Retirement Fund | 31,583 | $2.46M | 0.03% | −1,200−3.7% | Reduced |
| Point72 Asset Management, L.P. | 32,028 | $2.49M | 0.01% | +32,028 | New |
| New Mexico Educational Retirement Board | 32,443 | $2.52M | 0.08% | −2,400−6.9% | Reduced |
| Naples Global Advisors, LLC | 33,142 | $2.58M | 0.20% | −1,617−4.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 34,925 | $2.72M | 0.04% | −891−2.5% | Reduced |
| Algert Global LLC | 35,521 | $2.76M | 0.05% | +17,090+92.7% | Added |
| Advisory Services Network, LLC | 35,642 | $2.77M | 0.04% | −13,217−27.1% | Reduced |
| Sculati Wealth Management, LLC | 36,200 | $2.82M | 0.99% | −38−0.1% | Reduced |
| apricus wealth, LLC | 36,270 | $2.82M | 1.52% | +475+1.3% | Added |
| Great Diamond Partners, LLC | 36,549 | $2.84M | 0.55% | +872+2.4% | Added |
| State of Michigan Retirement System | 37,300 | $2.90M | 0.01% | −1,300−3.4% | Reduced |
| Macquarie Group Ltd | 37,500 | $2.92M | 0.00% | −457−1.2% | Reduced |
| Larson Financial Group LLC | 37,705 | $2.93M | 0.10% | +691+1.9% | Added |
| Citigroup Inc | 38,365 | $2.98M | 0.00% | −18,963−33.1% | Reduced |
| Bank of Montreal | 38,515 | $3.00M | 0.00% | −2,671−6.5% | Reduced |
| Argent Trust Co | 38,517 | $3.00M | 0.11% | +38,517 | New |
| Nisa Investment Advisors, LLC | 38,534 | $3.00M | 0.01% | −745−1.9% | Reduced |
| Anchor Investment Management, LLC | 39,533 | $3.07M | 0.25% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 39,634 | $3.08M | 0.00% | −3,000−7.0% | Reduced |
| Jump Financial, LLC | 39,771 | $3.09M | 0.04% | +25,415+177.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 40,214 | $3.13M | 0.02% | −1,001−2.4% | Reduced |
| Kendall Capital Management | 40,960 | $3.19M | 0.72% | −535−1.3% | Reduced |
| Hancock Whitney Corp | 41,760 | $3.25M | 0.06% | −78−0.2% | Reduced |
| Susquehanna Fundamental Investments, LLC | 42,000 | $3.27M | 0.13% | −96,894−69.8% | Reduced |
| DGS Capital Management, LLC | 42,005 | $3.27M | 0.60% | +614+1.5% | Added |
| Ritholtz Wealth Management | 42,847 | $3.33M | 0.06% | +520+1.2% | Added |
| CWM, LLC | 42,878 | $3.33M | 0.01% | +28,436+196.9% | Added |
| Nations Financial Group Inc, | 43,398 | $3.38M | 0.21% | +4,167+10.6% | Added |
| Susquehanna International Group, LLP | 43,581 | $3.39M | 0.00% | +11,462+35.7% | Added |
| Louisiana State Employees Retirement System | 43,600 | $3.39M | 0.06% | −1,500−3.3% | Reduced |
| HSBC Holdings PLC | 44,305 | $3.42M | 0.00% | −37,289−45.7% | Reduced |
| Flputnam Investment Management Co | 44,250 | $3.44M | 0.05% | −18,515−29.5% | Reduced |
| Ieq Capital, LLC | 44,546 | $3.46M | 0.01% | +44,546 | New |
| Group One Trading, L.P. | 44,842 | $3.49M | 0.10% | +36,288+424.2% | Added |
| Janney Montgomery Scott LLC | 45,177 | $3.51M | 0.01% | −13,207−22.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 45,508 | $3.54M | 0.01% | +10,422+29.7% | Added |
| Ameritas Investment Partners, Inc. | 47,222 | $3.67M | 0.11% | −3,299−6.5% | Reduced |
| CoreCap Advisors, LLC | 47,944 | $3.73M | 0.14% | +5,054+11.8% | Added |
| Arizona State Retirement System | 49,017 | $3.81M | 0.02% | +160+0.3% | Added |
| ExodusPoint Capital Management, LP | 49,633 | $3.86M | 0.05% | −194,222−79.6% | Reduced |
| Handelsbanken Fonder AB | 49,907 | $3.88M | 0.01% | +9,300+22.9% | Added |
| Landscape Capital Management, L.L.C. | 49,921 | $3.88M | 0.25% | +32,314+183.5% | Added |