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 |
|---|---|---|---|---|---|
| Argent Trust Co | 38,517 | $3.00M | 0.11% | +38,517 | New |
| Bank of Montreal | 38,515 | $3.00M | 0.00% | −2,671−6.5% | Reduced |
| Citigroup Inc | 38,365 | $2.98M | 0.00% | −18,963−33.1% | Reduced |
| Larson Financial Group LLC | 37,705 | $2.93M | 0.10% | +691+1.9% | Added |
| Macquarie Group Ltd | 37,500 | $2.92M | 0.00% | −457−1.2% | Reduced |
| State of Michigan Retirement System | 37,300 | $2.90M | 0.01% | −1,300−3.4% | Reduced |
| Great Diamond Partners, LLC | 36,549 | $2.84M | 0.55% | +872+2.4% | Added |
| apricus wealth, LLC | 36,270 | $2.82M | 1.52% | +475+1.3% | Added |
| Sculati Wealth Management, LLC | 36,200 | $2.82M | 0.99% | −38−0.1% | Reduced |
| Advisory Services Network, LLC | 35,642 | $2.77M | 0.04% | −13,217−27.1% | Reduced |
| Algert Global LLC | 35,521 | $2.76M | 0.05% | +17,090+92.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 34,925 | $2.72M | 0.04% | −891−2.5% | Reduced |
| Naples Global Advisors, LLC | 33,142 | $2.58M | 0.20% | −1,617−4.7% | Reduced |
| New Mexico Educational Retirement Board | 32,443 | $2.52M | 0.08% | −2,400−6.9% | Reduced |
| Point72 Asset Management, L.P. | 32,028 | $2.49M | 0.01% | +32,028 | New |
| Oregon Public Employees Retirement Fund | 31,583 | $2.46M | 0.03% | −1,200−3.7% | Reduced |
| HHM Wealth Advisors, LLC | 31,299 | $2.43M | 0.28% | +114+0.4% | Added |
| Cinctive Capital Management LP | 31,297 | $2.43M | 0.12% | +9,484+43.5% | Added |
| Waterfront Wealth Inc. | 31,878 | $2.43M | 0.50% | +2,528+8.6% | Added |
| Qsemble Capital Management, LP | 30,857 | $2.40M | 0.24% | +30,857 | New |
| Crossmark Global Holdings, Inc. | 30,772 | $2.39M | 0.04% | −2,342−7.1% | Reduced |
| Bokf, NA | 30,313 | $2.36M | 0.04% | −1,692−5.3% | Reduced |
| Aviance Capital Partners, LLC | 30,259 | $2.35M | 0.28% | −897−2.9% | Reduced |
| The PNC Financial Services Group, Inc. | 30,254 | $2.35M | 0.00% | +334+1.1% | Added |
| Pacer Advisors, Inc. | 29,933 | $2.33M | 0.01% | +20,478+216.6% | Added |
| BKD Wealth Advisors, LLC | 29,677 | $2.31M | 0.05% | −908−3.0% | Reduced |
| Simplex Trading, LLC | 29,325 | $2.28M | 0.05% | +25,863+747.1% | Added |
| Klein Pavlis & Peasley Financial, Inc. | 29,200 | $2.27M | 1.39% | +2,519+9.4% | Added |
| Family Management Corp | 28,617 | $2.23M | 0.31% | +779+2.8% | Added |
| Goelzer Investment Management, Inc. | 28,484 | $2.22M | 0.12% | −779−2.7% | Reduced |
| Natixis Advisors, L.P. | 28,386 | $2.21M | 0.00% | −8,121−22.2% | Reduced |
| NJ State Employees Deferred Compensation Plan | 28,000 | $2.18M | 0.24% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 26,976 | $2.10M | 0.01% | −1,848−6.4% | Reduced |
| Concurrent Investment Advisors, LLC | 25,577 | $1.99M | 0.03% | −5,838−18.6% | Reduced |
| Sequoia Financial Advisors, LLC | 25,419 | $1.98M | 0.01% | +22,363+731.8% | Added |
| Caxton Associates LLP | 25,015 | $1.95M | 0.05% | +25,015 | New |
| U.S. Capital Wealth Advisors, LLC | 24,664 | $1.92M | 0.05% | −287−1.2% | Reduced |
| Investors Research Corp | 24,376 | $1.90M | 0.35% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 24,277 | $1.89M | 0.03% | +8,023+49.4% | Added |
| Weaver C. Barksdale & Associates, Inc. | 24,115 | $1.87M | 1.80% | −1,547−6.0% | Reduced |
| Ethic Inc. | 23,660 | $1.84M | 0.03% | −7,905−25.0% | Reduced |
| Sowell Financial Services LLC | 22,987 | $1.79M | 0.07% | +987+4.5% | Added |
| Vident Advisory, LLC | 22,569 | $1.76M | 0.02% | −2,228−9.0% | Reduced |
| Quantbot Technologies LP | 22,553 | $1.75M | 0.05% | +22,553 | New |
| Pictet Asset Management Holding SA | 22,393 | $1.74M | 0.00% | −3,495−13.5% | Reduced |
| First Citizens Bank & Trust Co | 20,975 | $1.63M | 0.04% | +815+4.0% | Added |
| Castlekeep Investment Advisors LLC | 20,879 | $1.62M | 0.76% | +4,195+25.1% | Added |
| Ascent Group, LLC | 20,680 | $1.61M | 0.06% | −210−1.0% | Reduced |
| Kovitz Investment Group Partners, LLC | 20,622 | $1.60M | 0.01% | +3,200+18.4% | Added |
| Prospera Financial Services Inc | 20,515 | $1.60M | 0.03% | +1,591+8.4% | Added |
| Abacus Planning Group, Inc. | 19,993 | $1.56M | 0.21% | −93−0.5% | Reduced |
| Polianta Ltd | 19,900 | $1.55M | 0.64% | +19,900 | New |
| Xponance, Inc. | 19,793 | $1.54M | 0.01% | −557−2.7% | Reduced |
| Lifestyle Asset Management, Inc. | 19,740 | $1.54M | 0.52% | +3,957+25.1% | Added |
| Occudo Quantitative Strategies LP | 19,484 | $1.52M | 0.18% | +19,484 | New |
| Envestnet Portfolio Solutions, Inc. | 19,247 | $1.50M | 0.01% | −1,305−6.3% | Reduced |
| Federated Hermes, Inc. | 18,823 | $1.46M | 0.00% | −991−5.0% | Reduced |
| Signaturefd, LLC | 17,973 | $1.40M | 0.02% | −144−0.8% | Reduced |
| Nilsine Partners, LLC | 17,932 | $1.39M | 0.13% | +931+5.5% | Added |
| Fox Run Management, L.L.C. | 17,929 | $1.39M | 0.22% | +17,929 | New |
| Stephens Inc | 16,599 | $1.34M | 0.02% | −345−2.0% | Reduced |
| Rockefeller Capital Management L.P. | 17,044 | $1.33M | 0.00% | +51+0.3% | Added |
| Bailard, Inc. | 16,803 | $1.31M | 0.03% | +3,978+31.0% | Added |
| Public Employees Retirement Association of Colorado | 16,616 | $1.29M | 0.00% | −972−5.5% | Reduced |
| Oak Thistle LLC | 16,552 | $1.29M | 0.20% | −7,574−31.4% | Reduced |
| Advisory Research Inc | 16,410 | $1.28M | 0.17% | +655+4.2% | Added |
| Keynote Financial Services LLC | 16,336 | $1.27M | 0.77% | −50−0.3% | Reduced |
| New York Life Investment Management LLC | 16,133 | $1.25M | 0.01% | −751−4.4% | Reduced |
| Bessemer Group Inc | 16,109 | $1.25M | 0.00% | +735+4.8% | Added |
| Neumann Capital Management, LLC | 15,898 | $1.24M | 0.36% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 15,474 | $1.20M | 0.13% | −1,419−8.4% | Reduced |
| Colony Group, LLC | 14,558 | $1.13M | 0.00% | +5,715+64.6% | Added |
| Convergence Investment Partners, LLC | 14,461 | $1.12M | 0.25% | −23−0.2% | Reduced |
| Commerce Bank | 14,152 | $1.10M | 0.01% | +39+0.3% | Added |
| Merit Financial Group, LLC | 14,062 | $1.09M | 0.01% | +1,708+13.8% | Added |
| XML Financial, LLC | 13,830 | $1.08M | 0.09% | −875−6.0% | Reduced |
| MML Investors Services, LLC | 13,799 | $1.07M | 0.00% | −5,734−29.4% | Reduced |
| Wetherby Asset Management Inc | 13,709 | $1.07M | 0.04% | +165+1.2% | Added |
| Envestnet Asset Management Inc | 13,662 | $1.06M | 0.00% | −99,323−87.9% | Reduced |
| State of Wyoming | 13,300 | $1.03M | 0.12% | +1,717+14.8% | Added |
| Entropy Technologies, LP | 13,264 | $1.03M | 0.08% | +13,264 | New |
| Verition Fund Management LLC | 12,787 | $994.6K | 0.01% | +1,709+15.4% | Added |
| Assetmark, Inc | 12,668 | $985.3K | 0.00% | −638−4.8% | Reduced |
| BOS Asset Management, LLC | 12,435 | $967.2K | 0.27% | −398−3.1% | Reduced |
| Harvest Fund Management Co., Ltd | 13,185 | $963.0K | 0.04% | −1,685−11.3% | Reduced |
| Coldstream Capital Management Inc | 12,346 | $960.3K | 0.01% | −679−5.2% | Reduced |
| Evergreen Capital Management LLC | 12,254 | $953.1K | 0.02% | −712−5.5% | Reduced |
| Winton Group Ltd | 12,154 | $945.3K | 0.04% | +12,154 | New |
| SG Americas Securities, LLC | 12,124 | $943.0K | 0.00% | +4,901+67.9% | Added |
| HM Payson & Co | 11,987 | $932.3K | 0.01% | +976+8.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 11,968 | $930.9K | 0.00% | −1,271−9.6% | Reduced |
| Signet Financial Management, LLC | 11,903 | $925.8K | 0.11% | −318−2.6% | Reduced |
| Elo Mutual Pension Insurance Co | 11,782 | $916.4K | 0.02% | −3,617−23.5% | Reduced |
| Securian Asset Management, Inc | 11,734 | $912.7K | 0.02% | −482−3.9% | Reduced |
| Affinity Investment Advisors, LLC | 11,629 | $904.5K | 0.61% | −447−3.7% | Reduced |
| Benjamin Edwards Inc | 11,522 | $896.1K | 0.01% | +1,679+17.1% | Added |
| Catalyst Funds Management Pty Ltd | 11,500 | $894.5K | 0.14% | +7,600+194.9% | Added |
| SRS Capital Advisors, Inc. | 11,414 | $887.8K | 0.01% | +8,885+351.3% | Added |
| Federation des caisses Desjardins du Quebec | 11,341 | $882.1K | 0.00% | +10,662+1,570.3% | Added |
| Savant Capital, LLC | 11,331 | $881.3K | 0.01% | +44+0.4% | Added |