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 |
|---|---|---|---|---|---|
| Public Employees Retirement System of Ohio | 132,256 | $10.3M | 0.03% | +10,694+8.8% | Added |
| CI Private Wealth, LLC | 130,957 | $10.2M | 0.02% | −1,507−1.1% | Reduced |
| Gotham Asset Management, LLC | 128,539 | $10.0M | 0.04% | +38,968+43.5% | Added |
| Hudson Bay Capital Management LP | 127,981 | $9.95M | 0.06% | +26,385+26.0% | Added |
| Barnett & Company, Inc. | 127,833 | $9.94M | 7.69% | −950−0.7% | Reduced |
| Point72 Europe (London) LLP | 127,393 | $9.91M | 0.54% | +88,881+230.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 127,142 | $9.89M | 0.02% | −25,351−16.6% | Reduced |
| Great West Life Assurance Co | 126,868 | $9.82M | 0.01% | −1,045−0.8% | Reduced |
| Ibex Wealth Advisors | 125,591 | $9.77M | 0.94% | −10,900−8.0% | Reduced |
| Foster & Motley Inc | 125,559 | $9.77M | 0.53% | +2,184+1.8% | Added |
| Trexquant Investment LP | 124,206 | $9.66M | 0.10% | −47,371−27.6% | Reduced |
| Teacher Retirement System of Texas | 124,143 | $9.66M | 0.04% | +3,651+3.0% | Added |
| Van Eck Associates Corp | 123,093 | $9.57M | 0.01% | +1,740+1.4% | Added |
| BNP Paribas Arbitrage, SA | 120,603 | $9.38M | 0.01% | −12,473−9.4% | Reduced |
| Intech Investment Management LLC | 119,251 | $9.28M | 0.08% | −7,079−5.6% | Reduced |
| Boston Partners | 119,141 | $9.27M | 0.01% | −1,998−1.6% | Reduced |
| Cerity Partners LLC | 118,469 | $9.21M | 0.01% | +38,897+48.9% | Added |
| Glenmede Investment Management, LP | 117,326 | $9.13M | 0.04% | −37,568−24.3% | Reduced |
| NewSquare Capital LLC | 111,205 | $8.65M | 0.59% | −1,626−1.4% | Reduced |
| Wells Fargo & Company | 110,671 | $8.61M | 0.00% | −68,546−38.2% | Reduced |
| AXA Investment Managers S.A. | 110,346 | $8.58M | 0.02% | +110,346 | New |
| Jane Street Group, LLC | 109,858 | $8.54M | 0.01% | −167,410−60.4% | Reduced |
| IFG Advisory, LLC | 108,509 | $8.44M | 0.38% | +2,035+1.9% | Added |
| Janus Henderson Group PLC | 107,773 | $8.38M | 0.00% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 104,063 | $8.09M | 0.27% | +5,875+6.0% | Added |
| Hennessy Advisors Inc | 98,600 | $7.67M | 0.26% | −7,800−7.3% | Reduced |
| New York State Common Retirement Fund | 97,333 | $7.57M | 0.01% | −6,000−5.8% | Reduced |
| US Bancorp | 97,275 | $7.57M | 0.01% | +1,268+1.3% | Added |
| Thompson Siegel & Walmsley LLC | 95,450 | $7.42M | 0.12% | +15,750+19.8% | Added |
| Lazard Asset Management LLC | 92,995 | $7.23M | 0.01% | +26,643+40.2% | Added |
| Marshall Wace, LLP | 92,383 | $7.19M | 0.01% | −168,240−64.6% | Reduced |
| Creative Planning | 89,844 | $6.99M | 0.01% | +4,262+5.0% | Added |
| Illinois Municipal Retirement Fund | 89,682 | $6.98M | 0.09% | +5,203+6.2% | Added |
| CWA Asset Management Group, LLC | 87,218 | $6.78M | 0.25% | +7,725+9.7% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 86,392 | $6.72M | 0.01% | +20,456+31.0% | Added |
| Comerica Bank | 85,796 | $6.67M | 0.03% | +626+0.7% | Added |
| Principal Street Partners, LLC | 85,516 | $6.65M | 1.06% | −35,163−29.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 84,200 | $6.55M | 0.26% | +2,300+2.8% | Added |
| New Age Alpha Advisors, LLC | 80,998 | $6.30M | 0.27% | −1,833−2.2% | Reduced |
| BTC Capital Management, Inc. | 80,980 | $6.30M | 0.43% | +9,144+12.7% | Added |
| MetLife Investment Management | 80,741 | $6.28M | 0.03% | −5,848−6.8% | Reduced |
| Ci Investments Inc. | 80,336 | $6.25M | 0.02% | −6,254−7.2% | Reduced |
| Wealthfront Advisers LLC | 80,043 | $6.23M | 0.01% | −1,850−2.3% | Reduced |
| Treasurer of the State of North Carolina | 76,001 | $5.91M | 0.02% | −4,841−6.0% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 75,349 | $5.86M | 0.05% | +8,805+13.2% | Added |
| Horizon Investments, LLC | 75,426 | $5.83M | 0.08% | −15,600−17.1% | Reduced |
| Burney Co | 74,545 | $5.80M | 0.18% | −8,040−9.7% | Reduced |
| D. E. Shaw & Co., Inc. | 73,859 | $5.74M | 0.00% | +44,521+151.8% | Added |
| Silver Lake Advisory, LLC | 73,533 | $5.72M | 2.28% | +551+0.8% | Added |
| Amalgamated Bank | 72,709 | $5.66M | 0.04% | −1,703−2.3% | Reduced |
| Mutual of America Capital Management LLC | 72,363 | $5.63M | 0.06% | −7,412−9.3% | Reduced |
| Interval Partners, LP | 71,574 | $5.57M | 0.12% | −2,483−3.4% | Reduced |
| JustInvest LLC | 70,174 | $5.46M | 0.06% | −3,450−4.7% | Reduced |
| Viking Fund Management LLC | 70,000 | $5.44M | 0.66% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 69,128 | $5.38M | 0.05% | +24,101+53.5% | Added |
| Advisor Group Holdings, Inc. | 72,040 | $5.32M | 0.01% | −10,070−12.3% | Reduced |
| State of Tennessee, Treasury Department | 66,208 | $5.15M | 0.02% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 65,985 | $5.13M | 0.02% | −1,995−2.9% | Reduced |
| Thrivent Financial for Lutherans | 65,079 | $5.06M | 0.01% | +8,917+15.9% | Added |
| Cetera Investment Advisers | 63,386 | $4.93M | 0.01% | −8,575−11.9% | Reduced |
| State of Wisconsin Investment Board | 62,896 | $4.89M | 0.01% | −1,854−2.9% | Reduced |
| Mariner, LLC | 61,117 | $4.75M | 0.01% | +9,630+18.7% | Added |
| MAI Capital Management | 57,834 | $4.50M | 0.03% | +55,264+2,150.4% | Added |
| Auxier Asset Management | 57,371 | $4.46M | 0.63% | −193−0.3% | Reduced |
| Consolidated Planning Corp | 55,571 | $4.32M | 0.46% | −19,519−26.0% | Reduced |
| Capital Fund Management S.A. | 54,647 | $4.25M | 0.04% | +2,968+5.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 54,189 | $4.24M | 0.01% | +6,115+12.7% | Added |
| Yousif Capital Management, LLC | 51,952 | $4.04M | 0.04% | −5,272−9.2% | Reduced |
| KLP Kapitalforvaltning AS | 51,700 | $4.02M | 0.02% | +2,800+5.7% | Added |
| Deutsche Bank AG | 51,171 | $3.98M | 0.00% | +1,431+2.9% | Added |
| State of New Jersey Common Pension Fund D | 51,016 | $3.97M | 0.01% | +1,933+3.9% | Added |
| CIBC World Markets Inc. | 50,915 | $3.96M | 0.01% | −29,921−37.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 50,900 | $3.96M | 0.03% | −5,100−9.1% | Reduced |
| HighTower Advisors, LLC | 50,103 | $3.90M | 0.00% | −7,885−13.6% | Reduced |
| Landscape Capital Management, L.L.C. | 49,921 | $3.88M | 0.25% | +32,314+183.5% | Added |
| Handelsbanken Fonder AB | 49,907 | $3.88M | 0.01% | +9,300+22.9% | Added |
| ExodusPoint Capital Management, LP | 49,633 | $3.86M | 0.05% | −194,222−79.6% | Reduced |
| Arizona State Retirement System | 49,017 | $3.81M | 0.02% | +160+0.3% | Added |
| CoreCap Advisors, LLC | 47,944 | $3.73M | 0.14% | +5,054+11.8% | Added |
| Ameritas Investment Partners, Inc. | 47,222 | $3.67M | 0.11% | −3,299−6.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 45,508 | $3.54M | 0.01% | +10,422+29.7% | Added |
| Janney Montgomery Scott LLC | 45,177 | $3.51M | 0.01% | −13,207−22.6% | Reduced |
| Group One Trading, L.P. | 44,842 | $3.49M | 0.10% | +36,288+424.2% | Added |
| Ieq Capital, LLC | 44,546 | $3.46M | 0.01% | +44,546 | New |
| Flputnam Investment Management Co | 44,250 | $3.44M | 0.05% | −18,515−29.5% | Reduced |
| HSBC Holdings PLC | 44,305 | $3.42M | 0.00% | −37,289−45.7% | Reduced |
| Louisiana State Employees Retirement System | 43,600 | $3.39M | 0.06% | −1,500−3.3% | Reduced |
| Susquehanna International Group, LLP | 43,581 | $3.39M | 0.00% | +11,462+35.7% | Added |
| Nations Financial Group Inc, | 43,398 | $3.38M | 0.21% | +4,167+10.6% | Added |
| CWM, LLC | 42,878 | $3.33M | 0.01% | +28,436+196.9% | Added |
| Ritholtz Wealth Management | 42,847 | $3.33M | 0.06% | +520+1.2% | Added |
| DGS Capital Management, LLC | 42,005 | $3.27M | 0.60% | +614+1.5% | Added |
| Susquehanna Fundamental Investments, LLC | 42,000 | $3.27M | 0.13% | −96,894−69.8% | Reduced |
| Hancock Whitney Corp | 41,760 | $3.25M | 0.06% | −78−0.2% | Reduced |
| Kendall Capital Management | 40,960 | $3.19M | 0.72% | −535−1.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 40,214 | $3.13M | 0.02% | −1,001−2.4% | Reduced |
| Jump Financial, LLC | 39,771 | $3.09M | 0.04% | +25,415+177.0% | Added |
| Commonwealth Equity Services, LLC | 39,634 | $3.08M | 0.00% | −3,000−7.0% | Reduced |
| Anchor Investment Management, LLC | 39,533 | $3.07M | 0.25% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 38,534 | $3.00M | 0.01% | −745−1.9% | Reduced |