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, Q4 2025
Institutional positions in Unum Group as of Dec 31, 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
- 699
- +39 vs. Q3 2025
- Shares held
- 145.7M
- +13.2M (+9.9%) vs. Q3 2025
- Total value
- $11.3B
- +$975.5M (+9.5%) vs. Q3 2025
- New holders
- 108
- 202 more added
- Sold out
- 69
- 266 more reduced
14 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Unum Group; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wedmont Private Capital | 11,318 | $887.5K | 0.03% | +82+0.7% | Added |
| Signet Financial Management, LLC | 11,460 | $888.2K | 0.10% | −443−3.7% | Reduced |
| Affinity Investment Advisors, LLC | 11,629 | $901.2K | 0.60% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 11,775 | $912.6K | 0.01% | −571−4.6% | Reduced |
| CSS LLC | 11,829 | $916.7K | 0.05% | +1,690+16.7% | Added |
| Evergreen Capital Management LLC | 11,923 | $924.0K | 0.02% | −331−2.7% | Reduced |
| QRG Capital Management, Inc. | 12,026 | $932.0K | 0.01% | +1,489+14.1% | Added |
| Global Retirement Partners, LLC | 12,317 | $954.6K | 0.02% | +6,682+118.6% | Added |
| Harvest Fund Management Co., Ltd | 13,185 | $963.0K | 0.04% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 12,505 | $969.1K | 0.01% | +983+8.5% | Added |
| Aquatic Capital Management LLC | 12,592 | $975.9K | 0.03% | +12,592 | New |
| Assetmark, Inc | 12,597 | $976.3K | 0.00% | −71−0.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 12,844 | $995.4K | 0.00% | +1,503+13.3% | Added |
| Savant Capital, LLC | 12,873 | $997.6K | 0.01% | +1,542+13.6% | Added |
| Bessemer Group Inc | 12,942 | $1.00M | 0.00% | −3,167−19.7% | Reduced |
| Commerce Bank | 13,422 | $1.04M | 0.01% | −730−5.2% | Reduced |
| Merit Financial Group, LLC | 13,635 | $1.06M | 0.01% | −427−3.0% | Reduced |
| HB Wealth Management, LLC | 13,675 | $1.06M | 0.01% | +3,956+40.7% | Added |
| MML Investors Services, LLC | 13,731 | $1.06M | 0.00% | −68−0.5% | Reduced |
| XML Financial, LLC | 13,755 | $1.07M | 0.09% | −75−0.5% | Reduced |
| Impax Asset Management Group plc | 13,829 | $1.07M | 0.01% | +13,829 | New |
| New York Life Investment Management LLC | 13,917 | $1.08M | 0.01% | −2,216−13.7% | Reduced |
| Parrish Capital LLC | 13,919 | $1.08M | 0.98% | +13,919 | New |
| Capstone Investment Advisors, LLC | 14,033 | $1.09M | 0.01% | +10,543+302.1% | Added |
| Redwood Investment Management, LLC | 14,142 | $1.10M | 0.12% | −1,332−8.6% | Reduced |
| Landscape Capital Management, L.L.C. | 14,307 | $1.11M | 0.07% | −35,614−71.3% | Reduced |
| Polymer Capital Management (US) LLC | 14,423 | $1.12M | 0.14% | +8,542+145.2% | Added |
| Atlas Capital Advisors LLC | 14,634 | $1.13M | 0.13% | +14,634 | New |
| Simplex Trading, LLC | 14,703 | $1.14M | 0.03% | −14,622−49.9% | Reduced |
| Vise Technologies, Inc. | 16,047 | $1.24M | 0.02% | +6,575+69.4% | Added |
| Keynote Financial Services LLC | 16,291 | $1.26M | 0.71% | −45−0.3% | Reduced |
| Public Employees Retirement Association of Colorado | 16,616 | $1.29M | 0.00% | 00.0% | Unchanged |
| Neumann Capital Management, LLC | 16,710 | $1.30M | 0.37% | +812+5.1% | Added |
| Federated Hermes, Inc. | 16,851 | $1.31M | 0.00% | −1,972−10.5% | Reduced |
| Xponance, Inc. | 16,925 | $1.31M | 0.01% | −2,868−14.5% | Reduced |
| Rockefeller Capital Management L.P. | 16,938 | $1.31M | 0.00% | −106−0.6% | Reduced |
| Advisory Research Inc | 17,325 | $1.34M | 0.17% | +915+5.6% | Added |
| Stephens Inc | 16,379 | $1.35M | 0.02% | −220−1.3% | Reduced |
| Signaturefd, LLC | 18,052 | $1.40M | 0.02% | +79+0.4% | Added |
| Pacer Advisors, Inc. | 18,082 | $1.40M | 0.00% | −11,851−39.6% | Reduced |
| Bailard, Inc. | 18,808 | $1.46M | 0.03% | +2,005+11.9% | Added |
| Nilsine Partners, LLC | 19,239 | $1.49M | 0.13% | +1,307+7.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 19,623 | $1.52M | 0.01% | +376+2.0% | Added |
| Ascent Group, LLC | 19,891 | $1.54M | 0.05% | −789−3.8% | Reduced |
| Abacus Planning Group, Inc. | 19,993 | $1.55M | 0.21% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 20,258 | $1.57M | 0.03% | −257−1.3% | Reduced |
| Sciencast Management LP | 20,824 | $1.61M | 0.22% | +20,824 | New |
| Castlekeep Investment Advisors LLC | 20,879 | $1.62M | 0.73% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 21,054 | $1.63M | 0.01% | −107,485−83.6% | Reduced |
| Havemeyer Place LP | 21,070 | $1.63M | 0.32% | +21,070 | New |
| First Citizens Bank & Trust Co | 21,140 | $1.64M | 0.03% | +165+0.8% | Added |
| Laird Norton Trust Company, LLC | 21,277 | $1.65M | 0.03% | +21,277 | New |
| Vident Advisory, LLC | 21,278 | $1.65M | 0.02% | −1,291−5.7% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 21,431 | $1.66M | 1.74% | −2,684−11.1% | Reduced |
| Fox Run Management, L.L.C. | 21,558 | $1.67M | 0.26% | +3,629+20.2% | Added |
| Lecap Asset Management Ltd | 21,573 | $1.67M | 0.67% | +21,573 | New |
| U.S. Capital Wealth Advisors, LLC | 22,846 | $1.77M | 0.05% | −1,818−7.4% | Reduced |
| Sowell Financial Services LLC | 23,651 | $1.83M | 0.07% | +664+2.9% | Added |
| Investors Research Corp | 23,701 | $1.84M | 0.34% | −675−2.8% | Reduced |
| Pictet Asset Management Holding SA | 23,754 | $1.84M | 0.00% | +1,361+6.1% | Added |
| Ethic Inc. | 24,322 | $1.88M | 0.03% | +662+2.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 24,491 | $1.90M | 0.00% | +24,491 | New |
| Summit Trail Advisors, LLC | 24,751 | $1.92M | 0.03% | +474+2.0% | Added |
| Concurrent Investment Advisors, LLC | 25,319 | $1.96M | 0.02% | −258−1.0% | Reduced |
| Caxton Associates LLP | 26,162 | $2.03M | 0.04% | +1,147+4.6% | Added |
| BKD Wealth Advisors, LLC | 27,202 | $2.11M | 0.04% | −2,475−8.3% | Reduced |
| Bokf, NA | 27,424 | $2.13M | 0.03% | −2,889−9.5% | Reduced |
| Goelzer Investment Management, Inc. | 27,478 | $2.13M | 0.10% | −1,006−3.5% | Reduced |
| Susquehanna International Group, LLP | 27,877 | $2.16M | 0.00% | −15,704−36.0% | Reduced |
| Capital Fund Management S.A. | 28,052 | $2.17M | 0.02% | −26,595−48.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 28,152 | $2.18M | 0.01% | +1,176+4.4% | Added |
| Natixis Advisors, L.P. | 28,253 | $2.19M | 0.00% | −133−0.5% | Reduced |
| Verition Fund Management LLC | 28,791 | $2.23M | 0.01% | +16,004+125.2% | Added |
| Klein Pavlis & Peasley Financial, Inc. | 28,854 | $2.24M | 1.32% | −346−1.2% | Reduced |
| Sequoia Financial Advisors, LLC | 29,289 | $2.27M | 0.01% | +3,870+15.2% | Added |
| The PNC Financial Services Group, Inc. | 29,760 | $2.31M | 0.00% | −494−1.6% | Reduced |
| Aviance Capital Partners, LLC | 30,028 | $2.33M | 0.27% | −231−0.8% | Reduced |
| CWM, LLC | 30,257 | $2.35M | 0.01% | −12,621−29.4% | Reduced |
| Fulcrum Wealth Advisors, LLC | 30,525 | $2.37M | 1.95% | +30,525 | New |
| Advisor Group Holdings, Inc. | 30,764 | $2.39M | 0.00% | −41,276−57.3% | Reduced |
| Oregon Public Employees Retirement Fund | 30,783 | $2.39M | 0.03% | −800−2.5% | Reduced |
| HHM Wealth Advisors, LLC | 31,331 | $2.43M | 0.29% | +32+0.1% | Added |
| Gator Capital Management, LLC | 31,557 | $2.45M | 0.51% | +31,557 | New |
| Waterfront Wealth Inc. | 31,890 | $2.46M | 0.47% | +120.0% | Added |
| Advisory Services Network, LLC | 31,723 | $2.46M | 0.03% | −3,919−11.0% | Reduced |
| Elo Mutual Pension Insurance Co | 32,170 | $2.49M | 0.04% | +20,388+173.0% | Added |
| New Mexico Educational Retirement Board | 32,443 | $2.51M | 0.08% | 00.0% | Unchanged |
| Quantbot Technologies LP | 33,064 | $2.56M | 0.09% | +10,511+46.6% | Added |
| Naples Global Advisors, LLC | 33,097 | $2.57M | 0.19% | −45−0.1% | Reduced |
| Gsa Capital Partners LLP | 33,124 | $2.57M | 0.22% | +33,124 | New |
| Dockside LLC | 34,300 | $2.66M | 0.68% | +34,300 | New |
| Northwestern Mutual Investment Management Company, LLC | 34,444 | $2.67M | 0.03% | −481−1.4% | Reduced |
| Sculati Wealth Management, LLC | 36,086 | $2.80M | 0.99% | −114−0.3% | Reduced |
| State of Michigan Retirement System | 36,400 | $2.82M | 0.01% | −900−2.4% | Reduced |
| Great Diamond Partners, LLC | 36,808 | $2.85M | 0.55% | +259+0.7% | Added |
| apricus wealth, LLC | 36,870 | $2.86M | 1.46% | +600+1.7% | Added |
| Kendall Capital Management | 36,950 | $2.86M | 0.60% | −4,010−9.8% | Reduced |
| Commonwealth Equity Services, LLC | 37,031 | $2.87M | 0.00% | −2,603−6.6% | Reduced |
| Occudo Quantitative Strategies LP | 37,387 | $2.90M | 0.19% | +17,903+91.9% | Added |
| Thompson Siegel & Walmsley LLC | 37,450 | $2.90M | 0.05% | −58,000−60.8% | Reduced |