Skip to main content
Livermore
Livermore
ZHEN

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

Q4 2025 vs. Q3 2025

How the institutions holding Unum Group changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of UNM: Q3 2025 compared with Q4 2025
MeasureQ3 2025Of which not filed for Q4 2025Q4 2025Change
Holders67414699+39
Shares133.2M678.5K145.7M+13.2M (+9.9%)
Value$10.4B$52.2M$11.3B+$975.5M (+9.5%)

14 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (108)

Institutions that held Unum Group at the end of Q4 2025 but not at the end of Q3 2025.

Showing the largest 100 of 108 by value.

Institutions new to UNM in Q4 2025
InstitutionSharesValue% of portfolio
Norges Bank14,308,628$1.11B0.12%
Qube Research & Technologies Ltd800,762$62.1M0.09%
Zurich Insurance Group Ltd759,490$58.9M0.41%
Wellington Management Group LLP245,994$19.1M0.00%
Voloridge Investment Management, LLC78,690$6.10M0.02%
Dark Forest Capital Management LP56,911$4.41M0.20%
Twinbeech Capital LP52,160$4.04M0.29%
Glenmede Trust Co NA48,362$3.75M0.02%
PensionDanmark Pensionsforsikringsaktieselskab47,723$3.70M0.03%
Y-Intercept (Hong Kong) Ltd46,437$3.60M0.08%
Lighthouse Investment Partners, LLC37,773$2.93M0.10%
Nomura Asset Management International Inc.37,500$2.91M0.00%
Dockside LLC34,300$2.66M0.68%
Gsa Capital Partners LLP33,124$2.57M0.22%
Gator Capital Management, LLC31,557$2.45M0.51%
Fulcrum Wealth Advisors, LLC30,525$2.37M1.95%
Sumitomo Mitsui Trust Holdings, Inc.24,491$1.90M0.00%
Lecap Asset Management Ltd21,573$1.67M0.67%
Laird Norton Trust Company, LLC21,277$1.65M0.03%
Havemeyer Place LP21,070$1.63M0.32%
Sciencast Management LP20,824$1.61M0.22%
Atlas Capital Advisors LLC14,634$1.13M0.13%
Parrish Capital LLC13,919$1.08M0.98%
Impax Asset Management Group plc13,829$1.07M0.01%
Aquatic Capital Management LLC12,592$975.9K0.03%
Inceptionr LLC11,371$881.3K0.24%
Abacus Wealth Partners, LLC10,739$832.3K0.08%
CAPROCK Group, Inc.10,403$806.2K0.02%
EP Wealth Advisors, LLC10,212$791.4K0.00%
Jefferies Financial Group Inc.10,000$775.0K0.01%
Picton Mahoney Asset Management9,050$701.4K0.01%
Aspen Investment Management Inc8,330$646.0K0.19%
Ameritas Advisory Services, LLC8,231$637.9K0.02%
Pursuit Wealth Management LLC8,131$630.1K0.54%
Total Wealth Planning & Management, Inc.7,988$619.1K0.49%
JMN Financial LLC7,890$611.5K0.61%
Magnetar Financial LLC7,705$597.1K0.01%
Mirabella Financial Services LLP7,293$565.2K0.05%
Oxford Asset Management LLP7,111$551.1K0.19%
Baader Bank INC6,831$529.4K0.04%
AlphaGrep UK Ltd6,770$524.7K0.18%
R Squared Ltd6,335$491.0K0.23%
FORA Capital, LLC6,190$479.7K0.06%
Kera Capital Partners, Inc.6,094$463.0K0.06%
North Dakota State Investment Board5,952$461.3K0.02%
Cynosure Management, LLC5,912$458.2K0.05%
Integrity Alliance, LLC.5,683$440.4K0.02%
Sharpepoint LLC5,501$426.3K0.26%
Denali Advisors LLC5,120$396.8K0.04%
Fieldview Capital Management, LLC5,102$395.4K0.07%
Boston Private Wealth LLC4,864$377.0K0.02%
Scientech Research LLC4,604$356.8K0.22%
Eurizon Capital SGR S.p.A.4,480$349.0K0.00%
Jain Global LLC4,371$338.8K0.00%
Worldquant Millennium Advisors LLC3,991$309.3K0.00%
Baker Avenue Asset Management, LP3,873$300.2K0.01%
TCG Advisory Services, LLC3,824$296.4K0.01%
Evolve Private Wealth, LLC3,763$291.6K0.02%
Childress Capital Advisors, LLC3,668$284.3K0.05%
Vontobel Holding Ltd.3,405$263.9K0.00%
Diversified Enterprises, LLC3,403$263.7K0.02%
Exchange Traded Concepts, LLC3,399$263.4K0.00%
Accurate Wealth Management, LLC3,132$251.5K0.03%
Stokes Family Office, LLC3,204$248.3K0.02%
Prelude Capital Management, LLC3,194$247.5K0.02%
Prime Capital Investment Advisors, LLC2,998$232.4K0.00%
Optas, LLC2,945$228.2K0.04%
DRW Securities, LLC2,914$225.8K0.02%
Sagespring Wealth Partners, LLC2,898$224.6K0.00%
Camden Capital, LLC2,879$223.1K0.01%
Kathmere Capital Management, LLC2,857$221.4K0.01%
Crestwood Advisors Group LLC2,782$215.6K0.00%
Sterling Investment Counsel, LLC2,944$215.0K0.06%
BTG Pactual Asset Management US LLC2,732$211.7K0.02%
Torren Management, LLC2,718$210.7K0.11%
HighPoint Advisor Group LLC2,603$201.7K0.00%
Basecamp Wealth Advisors LLC1,248$96.7K0.02%
V-Square Quantitative Management LLC932$72.2K0.01%
Los Angeles Capital Management LLC723$53.1K0.00%
Thurston, Springer, Miller, Herd & Titak, Inc.623$48.3K0.02%
Pinnacle Wealth Planning Services, Inc.470$36.4K0.00%
Triumph Capital Management400$31.0K0.01%
DV Trading LLC400$31.0K0.00%
SHP Wealth Management326$25.2K0.00%
Laurel Wealth Advisors LLC325$25.2K0.00%
Merrithew & Thorsten Inc313$24.0K0.03%
Hilton Head Capital Partners, LLC234$18.1K0.01%
Monetary Solutions, Ltd182$14.1K0.01%
Investors Portfolio Services LLC176$13.6K0.01%
Keating Financial Advisory Services, Inc.146$11.3K0.00%
Kingdom Financial Group LLC.126$9.80K0.00%
Ares Financial Consulting, LLC126$9.77K0.01%
American National Bank122$9.46K0.00%
Signature Equity Partners, LLC85$6.61K0.00%
Walleye Capital LLC68$5.27K0.00%
ORG Partners LLC44$3.41K0.00%
IMA Wealth, Inc.42$3.25K0.00%
Bare Financial Services, Inc38$2.94K0.00%
Marquette Asset Management, LLC35$2.71K0.00%
Cornerstone Financial Management LLC28$2.17K0.00%

Sold out (69)

Institutions that held Unum Group at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of UNM in Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Moore Capital Management, LP658,912$51.3M
Prospector Partners LLC171,290$13.3M
Capitolis Liquid Global Markets LLC164,200$12.8M
Panagora Asset Management Inc158,764$12.3M
ExodusPoint Capital Management, LP49,633$3.86M
Flputnam Investment Management Co44,250$3.44M
Susquehanna Fundamental Investments, LLC42,000$3.27M
Macquarie Group Ltd37,500$2.92M
Cinctive Capital Management LP31,297$2.43M
Family Management Corp28,617$2.23M
NJ State Employees Deferred Compensation Plan28,000$2.18M
Kovitz Investment Group Partners, LLC20,622$1.60M
Polianta Ltd19,900$1.55M
Lifestyle Asset Management, Inc.19,740$1.54M
Convergence Investment Partners, LLC14,461$1.12M
Winton Group Ltd12,154$945.3K
Connor, Clark & Lunn Investment Management Ltd.11,968$930.9K
Farringdon Capital, Ltd.10,373$806.8K
Brevan Howard Capital Management LP10,109$786.3K
AIA Group Ltd9,709$755.2K
Foundations Investment Advisors, LLC9,182$714.2K
Acadian Asset Management LLC7,970$619.0K
Aviva PLC7,222$561.7K
Catalytic Wealth RIA, LLC7,043$547.8K
Cambria Investment Management, L.P.6,706$521.6K
SummitTX Capital, L.P.6,692$520.5K
MBM Wealth Consultants, LLC6,345$493.5K
Skandinaviska Enskilda Banken AB (publ)5,443$423.4K
Fountainhead AM, LLC5,395$419.6K
Brighton Jones LLC5,314$413.3K
TownSquare Capital, LLC4,876$379.3K
Grantham, Mayo, Van Otterloo & Co. LLC4,439$345.3K
Pitcairn Co4,308$335.1K
Encompass More Asset Management4,249$330.5K
Buckingham Strategic Partners3,701$287.0K
Applied Finance Capital Management, LLC3,665$285.1K
Bayforest Capital Ltd3,422$266.2K
LaSalle St. Investment Advisors, LLC3,362$261.0K
Flagship Harbor Advisors, LLC3,095$240.8K
Boothbay Fund Management, LLC2,954$229.8K
Cresset Asset Management, LLC2,840$220.9K
Requisite Capital Management, LLC2,807$218.3K
NorthCrest Asset Manangement, LLC2,788$218.2K
GPS Wealth Strategies Group, LLC2,769$215.4K
Seven Mile Advisory2,611$203.1K
Dorsey Wright & Associates2,580$201.0K
Ossiam1,302$101.3K
Quarry LP1,184$92.1K
Cornerstone Planning Group LLC2,422$89.0K
National Bank of Canada1,084$84.3K
Principal Securities, Inc.1,061$82.5K
Kelly Lawrence W & Associates Inc1,000$77.8K
Arlington Trust Co LLC774$60.2K
Pathway Financial Advisers, LLC769$59.6K
JPL Wealth Management, LLC728$56.6K
Aviso Financial Inc.406$31.6K
Rise Advisors, LLC333$25.9K
Hillsdale Investment Management Inc.250$19.4K
Hopwood Financial Services, Inc.150$11.7K
Main Street Group, LTD101$7.86K
Pingora Partners LLC100$7.78K
Optiver Holding B.V.99$7.70K
Gen-Wealth Partners Inc85$6.61K
Cloud Capital Management, LLC35$2.00K
Atlantic Private Wealth, LLC23$1.82K
IMG Wealth Management, Inc.14$1.09K
NBC Securities, Inc.11$855
Palisade Asset Management, LLC7$545
Tortoise Investment Management, LLC1$78

Not filed for Q4 2025 yet (14)

Institutions that held Unum Group at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UNM in Q3 2025 that haven't filed for Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
D. Scott Neal, Inc.257,423$20.0M
Point72 Europe (London) LLP127,393$9.91M
Glenmede Investment Management, LP117,326$9.13M
AXA Investment Managers S.A.110,346$8.58M
Wetherby Asset Management Inc13,709$1.07M
Pinebridge Investments, L.P.10,805$840.4K
Wolverine Trading, LLC9,635$745.9K
Point72 Asia (Singapore) Pte. Ltd.8,453$657.5K
Shell Asset Management Co5,231$407.0K
Cobblestone Capital Advisors LLC4,436$345.0K
Lion Street Advisors, LLC10,070$256.5K
Point72 (DIFC) Ltd2,991$232.7K
Hemington Wealth Management424$32.0K
Binnacle Investments Inc242$18.8K