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 |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | 50,103 | $3.90M | 0.00% | −7,885−13.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 50,900 | $3.96M | 0.03% | −5,100−9.1% | Reduced |
| CIBC World Markets Inc. | 50,915 | $3.96M | 0.01% | −29,921−37.0% | Reduced |
| State of New Jersey Common Pension Fund D | 51,016 | $3.97M | 0.01% | +1,933+3.9% | Added |
| Deutsche Bank AG | 51,171 | $3.98M | 0.00% | +1,431+2.9% | Added |
| KLP Kapitalforvaltning AS | 51,700 | $4.02M | 0.02% | +2,800+5.7% | Added |
| Yousif Capital Management, LLC | 51,952 | $4.04M | 0.04% | −5,272−9.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 54,189 | $4.24M | 0.01% | +6,115+12.7% | Added |
| Capital Fund Management S.A. | 54,647 | $4.25M | 0.04% | +2,968+5.7% | Added |
| Consolidated Planning Corp | 55,571 | $4.32M | 0.46% | −19,519−26.0% | Reduced |
| Auxier Asset Management | 57,371 | $4.46M | 0.63% | −193−0.3% | Reduced |
| MAI Capital Management | 57,834 | $4.50M | 0.03% | +55,264+2,150.4% | Added |
| Mariner, LLC | 61,117 | $4.75M | 0.01% | +9,630+18.7% | Added |
| State of Wisconsin Investment Board | 62,896 | $4.89M | 0.01% | −1,854−2.9% | Reduced |
| Cetera Investment Advisers | 63,386 | $4.93M | 0.01% | −8,575−11.9% | Reduced |
| Thrivent Financial for Lutherans | 65,079 | $5.06M | 0.01% | +8,917+15.9% | Added |
| Pathstone Holdings, LLC | 65,985 | $5.13M | 0.02% | −1,995−2.9% | Reduced |
| State of Tennessee, Treasury Department | 66,208 | $5.15M | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 72,040 | $5.32M | 0.01% | −10,070−12.3% | Reduced |
| State of Alaska, Department of Revenue | 69,128 | $5.38M | 0.05% | +24,101+53.5% | Added |
| Viking Fund Management LLC | 70,000 | $5.44M | 0.66% | 00.0% | Unchanged |
| JustInvest LLC | 70,174 | $5.46M | 0.06% | −3,450−4.7% | Reduced |
| Interval Partners, LP | 71,574 | $5.57M | 0.12% | −2,483−3.4% | Reduced |
| Mutual of America Capital Management LLC | 72,363 | $5.63M | 0.06% | −7,412−9.3% | Reduced |
| Amalgamated Bank | 72,709 | $5.66M | 0.04% | −1,703−2.3% | Reduced |
| Silver Lake Advisory, LLC | 73,533 | $5.72M | 2.28% | +551+0.8% | Added |
| D. E. Shaw & Co., Inc. | 73,859 | $5.74M | 0.00% | +44,521+151.8% | Added |
| Burney Co | 74,545 | $5.80M | 0.18% | −8,040−9.7% | Reduced |
| Horizon Investments, LLC | 75,426 | $5.83M | 0.08% | −15,600−17.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 75,349 | $5.86M | 0.05% | +8,805+13.2% | Added |
| Treasurer of the State of North Carolina | 76,001 | $5.91M | 0.02% | −4,841−6.0% | Reduced |
| Wealthfront Advisers LLC | 80,043 | $6.23M | 0.01% | −1,850−2.3% | Reduced |
| Ci Investments Inc. | 80,336 | $6.25M | 0.02% | −6,254−7.2% | Reduced |
| MetLife Investment Management | 80,741 | $6.28M | 0.03% | −5,848−6.8% | Reduced |
| BTC Capital Management, Inc. | 80,980 | $6.30M | 0.43% | +9,144+12.7% | Added |
| New Age Alpha Advisors, LLC | 80,998 | $6.30M | 0.27% | −1,833−2.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 84,200 | $6.55M | 0.26% | +2,300+2.8% | Added |
| Principal Street Partners, LLC | 85,516 | $6.65M | 1.06% | −35,163−29.1% | Reduced |
| Comerica Bank | 85,796 | $6.67M | 0.03% | +626+0.7% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 86,392 | $6.72M | 0.01% | +20,456+31.0% | Added |
| CWA Asset Management Group, LLC | 87,218 | $6.78M | 0.25% | +7,725+9.7% | Added |
| Illinois Municipal Retirement Fund | 89,682 | $6.98M | 0.09% | +5,203+6.2% | Added |
| Creative Planning | 89,844 | $6.99M | 0.01% | +4,262+5.0% | Added |
| Marshall Wace, LLP | 92,383 | $7.19M | 0.01% | −168,240−64.6% | Reduced |
| Lazard Asset Management LLC | 92,995 | $7.23M | 0.01% | +26,643+40.2% | Added |
| Thompson Siegel & Walmsley LLC | 95,450 | $7.42M | 0.12% | +15,750+19.8% | Added |
| US Bancorp | 97,275 | $7.57M | 0.01% | +1,268+1.3% | Added |
| New York State Common Retirement Fund | 97,333 | $7.57M | 0.01% | −6,000−5.8% | Reduced |
| Hennessy Advisors Inc | 98,600 | $7.67M | 0.26% | −7,800−7.3% | Reduced |
| AlphaCore Capital LLC | 104,063 | $8.09M | 0.27% | +5,875+6.0% | Added |
| Janus Henderson Group PLC | 107,773 | $8.38M | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 108,509 | $8.44M | 0.38% | +2,035+1.9% | Added |
| Jane Street Group, LLC | 109,858 | $8.54M | 0.01% | −167,410−60.4% | Reduced |
| AXA Investment Managers S.A. | 110,346 | $8.58M | 0.02% | +110,346 | New |
| Wells Fargo & Company | 110,671 | $8.61M | 0.00% | −68,546−38.2% | Reduced |
| NewSquare Capital LLC | 111,205 | $8.65M | 0.59% | −1,626−1.4% | Reduced |
| Glenmede Investment Management, LP | 117,326 | $9.13M | 0.04% | −37,568−24.3% | Reduced |
| Cerity Partners LLC | 118,469 | $9.21M | 0.01% | +38,897+48.9% | Added |
| Boston Partners | 119,141 | $9.27M | 0.01% | −1,998−1.6% | Reduced |
| Intech Investment Management LLC | 119,251 | $9.28M | 0.08% | −7,079−5.6% | Reduced |
| BNP Paribas Arbitrage, SA | 120,603 | $9.38M | 0.01% | −12,473−9.4% | Reduced |
| Van Eck Associates Corp | 123,093 | $9.57M | 0.01% | +1,740+1.4% | Added |
| Teacher Retirement System of Texas | 124,143 | $9.66M | 0.04% | +3,651+3.0% | Added |
| Trexquant Investment LP | 124,206 | $9.66M | 0.10% | −47,371−27.6% | Reduced |
| Foster & Motley Inc | 125,559 | $9.77M | 0.53% | +2,184+1.8% | Added |
| Ibex Wealth Advisors | 125,591 | $9.77M | 0.94% | −10,900−8.0% | Reduced |
| Great West Life Assurance Co | 126,868 | $9.82M | 0.01% | −1,045−0.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 127,142 | $9.89M | 0.02% | −25,351−16.6% | Reduced |
| Point72 Europe (London) LLP | 127,393 | $9.91M | 0.54% | +88,881+230.8% | Added |
| Barnett & Company, Inc. | 127,833 | $9.94M | 7.69% | −950−0.7% | Reduced |
| Hudson Bay Capital Management LP | 127,981 | $9.95M | 0.06% | +26,385+26.0% | Added |
| Gotham Asset Management, LLC | 128,539 | $10.0M | 0.04% | +38,968+43.5% | Added |
| CI Private Wealth, LLC | 130,957 | $10.2M | 0.02% | −1,507−1.1% | Reduced |
| Public Employees Retirement System of Ohio | 132,256 | $10.3M | 0.03% | +10,694+8.8% | Added |
| Russell Investments Group, Ltd. | 137,289 | $10.7M | 0.01% | +5,648+4.3% | Added |
| Schonfeld Strategic Advisors LLC | 145,217 | $11.3M | 0.08% | +123,343+563.9% | Added |
| State Board of Administration of Florida Retirement System | 146,280 | $11.4M | 0.02% | −9,291−6.0% | Reduced |
| Tudor Investment Corp Et Al | 146,465 | $11.4M | 0.07% | +73,799+101.6% | Added |
| Vestcor Inc | 150,129 | $11.7M | 0.35% | −35,578−19.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 150,491 | $11.7M | 0.04% | +240+0.2% | Added |
| Paradiem, LLC | 156,735 | $12.2M | 2.84% | +13,165+9.2% | Added |
| Panagora Asset Management Inc | 158,764 | $12.3M | 0.05% | +23,233+17.1% | Added |
| Citadel Advisors LLC | 160,530 | $12.5M | 0.01% | +160,530 | New |
| California State Teachers Retirement System | 163,020 | $12.7M | 0.01% | −270.0% | Reduced |
| Capitolis Liquid Global Markets LLC | 164,200 | $12.8M | 0.10% | +164,200 | New |
| South Dakota Investment Council | 169,557 | $13.2M | 0.26% | −45,710−21.2% | Reduced |
| Amundi | 167,972 | $13.2M | 0.00% | +84,697+101.7% | Added |
| Prospector Partners LLC | 171,290 | $13.3M | 1.60% | +52,606+44.3% | Added |
| Brandywine Global Investment Management, LLC | 175,999 | $13.7M | 0.09% | +79,117+81.7% | Added |
| O'Shaughnessy Asset Management, LLC | 187,984 | $14.6M | 0.09% | +42,147+28.9% | Added |
| Swedbank AB | 188,272 | $14.6M | 0.01% | +188,272 | New |
| McGowan Group Asset Management, Inc. | 189,725 | $14.8M | 1.83% | −1,364−0.7% | Reduced |
| Stifel Financial Corp | 191,799 | $14.9M | 0.01% | −59,929−23.8% | Reduced |
| Price T Rowe Associates Inc | 193,218 | $15.0M | 0.00% | +36,638+23.4% | Added |
| New York State Teachers Retirement System | 193,983 | $15.1M | 0.03% | −5,825−2.9% | Reduced |
| Alyeska Investment Group, L.P. | 200,000 | $15.6M | 0.05% | −408,304−67.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 214,464 | $16.7M | 0.02% | −114,646−34.8% | Reduced |
| Gateway Investment Advisers LLC | 224,344 | $17.4M | 0.17% | +204+0.1% | Added |
| Alliancebernstein L.P. | 229,762 | $17.9M | 0.01% | −8,570−3.6% | Reduced |
| Voya Investment Management LLC | 230,931 | $18.0M | 0.02% | −51,749−18.3% | Reduced |