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 |
|---|---|---|---|---|---|
| Nomura Asset Management International Inc. | 37,500 | $2.91M | 0.00% | +37,500 | New |
| Bank of Montreal | 37,563 | $2.91M | 0.00% | −952−2.5% | Reduced |
| Lighthouse Investment Partners, LLC | 37,773 | $2.93M | 0.10% | +37,773 | New |
| Larson Financial Group LLC | 37,864 | $2.93M | 0.10% | +159+0.4% | Added |
| Argent Trust Co | 38,333 | $2.97M | 0.10% | −184−0.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 38,523 | $2.99M | 0.02% | −1,691−4.2% | Reduced |
| Nisa Investment Advisors, LLC | 38,535 | $2.99M | 0.01% | +10.0% | Added |
| Anchor Investment Management, LLC | 39,546 | $3.06M | 0.25% | +130.0% | Added |
| DGS Capital Management, LLC | 41,006 | $3.18M | 0.55% | −999−2.4% | Reduced |
| Mariner, LLC | 41,586 | $3.22M | 0.00% | −19,531−32.0% | Reduced |
| Hancock Whitney Corp | 42,139 | $3.27M | 0.06% | +379+0.9% | Added |
| Louisiana State Employees Retirement System | 42,600 | $3.30M | 0.06% | −1,000−2.3% | Reduced |
| Nations Financial Group Inc, | 42,917 | $3.33M | 0.18% | −481−1.1% | Reduced |
| Janney Montgomery Scott LLC | 42,985 | $3.33M | 0.01% | −2,192−4.9% | Reduced |
| Ritholtz Wealth Management | 43,301 | $3.36M | 0.06% | +454+1.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 44,221 | $3.43M | 0.01% | −82,921−65.2% | Reduced |
| Ameritas Investment Partners, Inc. | 44,563 | $3.45M | 0.11% | −2,659−5.6% | Reduced |
| Arizona State Retirement System | 44,930 | $3.48M | 0.02% | −4,087−8.3% | Reduced |
| Paradiem, LLC | 45,556 | $3.53M | 0.84% | −111,179−70.9% | Reduced |
| Colony Group, LLC | 45,812 | $3.55M | 0.00% | +31,254+214.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 46,437 | $3.60M | 0.08% | +46,437 | New |
| State of New Jersey Common Pension Fund D | 46,530 | $3.61M | 0.01% | −4,486−8.8% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 47,723 | $3.70M | 0.03% | +47,723 | New |
| Glenmede Trust Co NA | 48,362 | $3.75M | 0.02% | +48,362 | New |
| Yousif Capital Management, LLC | 49,958 | $3.77M | 0.04% | −1,994−3.8% | Reduced |
| Entropy Technologies, LP | 48,766 | $3.78M | 0.21% | +35,502+267.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 50,085 | $3.88M | 0.01% | +4,577+10.1% | Added |
| Two Sigma Advisers, LP | 50,800 | $3.94M | 0.01% | −392,600−88.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 50,900 | $3.94M | 0.03% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 51,323 | $3.98M | 0.01% | −11,573−18.4% | Reduced |
| KLP Kapitalforvaltning AS | 51,900 | $4.02M | 0.02% | +200+0.4% | Added |
| Twinbeech Capital LP | 52,160 | $4.04M | 0.29% | +52,160 | New |
| Handelsbanken Fonder AB | 52,707 | $4.08M | 0.01% | +2,800+5.6% | Added |
| CIBC World Markets Inc. | 54,633 | $4.23M | 0.01% | +3,718+7.3% | Added |
| MAI Capital Management | 55,252 | $4.28M | 0.02% | −2,582−4.5% | Reduced |
| Lazard Asset Management LLC | 56,256 | $4.36M | 0.01% | −36,739−39.5% | Reduced |
| Auxier Asset Management | 56,329 | $4.37M | 0.61% | −1,042−1.8% | Reduced |
| Dark Forest Capital Management LP | 56,911 | $4.41M | 0.20% | +56,911 | New |
| Cetera Investment Advisers | 58,657 | $4.55M | 0.00% | −4,729−7.5% | Reduced |
| CoreCap Advisors, LLC | 59,061 | $4.58M | 0.16% | +11,117+23.2% | Added |
| Citigroup Inc | 60,232 | $4.67M | 0.00% | +21,867+57.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 59,446 | $4.68M | 0.01% | +5,257+9.7% | Added |
| Consolidated Planning Corp | 61,052 | $4.73M | 0.48% | +5,481+9.9% | Added |
| State of Tennessee, Treasury Department | 63,489 | $4.82M | 0.02% | −2,719−4.1% | Reduced |
| Mutual of America Capital Management LLC | 64,068 | $4.97M | 0.05% | −8,295−11.5% | Reduced |
| Pathstone Holdings, LLC | 64,843 | $5.03M | 0.02% | −1,142−1.7% | Reduced |
| Prudential Financial Inc | 66,212 | $5.19M | 0.01% | −180,541−73.2% | Reduced |
| State of Alaska, Department of Revenue | 67,398 | $5.22M | 0.06% | −1,730−2.5% | Reduced |
| Trexquant Investment LP | 68,027 | $5.27M | 0.05% | −56,179−45.2% | Reduced |
| JustInvest LLC | 69,248 | $5.37M | 0.05% | −926−1.3% | Reduced |
| XTX Topco Ltd | 69,498 | $5.39M | 0.14% | +65,746+1,752.3% | Added |
| Amalgamated Bank | 69,824 | $5.41M | 0.04% | −2,885−4.0% | Reduced |
| Viking Fund Management LLC | 70,000 | $5.42M | 0.63% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 70,828 | $5.49M | 0.02% | −5,173−6.8% | Reduced |
| Ci Investments Inc. | 71,655 | $5.55M | 0.02% | −8,681−10.8% | Reduced |
| Burney Co | 71,955 | $5.58M | 0.17% | −2,590−3.5% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 72,162 | $5.59M | 0.05% | −3,187−4.2% | Reduced |
| Thrivent Financial for Lutherans | 72,345 | $5.61M | 0.01% | +7,266+11.2% | Added |
| Silver Lake Advisory, LLC | 74,430 | $5.77M | 2.24% | +897+1.2% | Added |
| MetLife Investment Management | 75,468 | $5.85M | 0.03% | −5,273−6.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 77,338 | $5.99M | 0.01% | −343,703−81.6% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 77,343 | $6.01M | 0.01% | −9,049−10.5% | Reduced |
| Voloridge Investment Management, LLC | 78,690 | $6.10M | 0.02% | +78,690 | New |
| Wealthfront Advisers LLC | 78,814 | $6.11M | 0.01% | −1,229−1.5% | Reduced |
| NewSquare Capital LLC | 78,831 | $6.11M | 0.54% | −32,374−29.1% | Reduced |
| Comerica Bank | 81,939 | $6.35M | 0.03% | −3,857−4.5% | Reduced |
| BNP Paribas Arbitrage, SA | 82,716 | $6.41M | 0.00% | −37,887−31.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 84,200 | $6.52M | 0.26% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 84,576 | $6.55M | 0.08% | −5,106−5.7% | Reduced |
| CWA Asset Management Group, LLC | 84,610 | $6.56M | 0.24% | −2,608−3.0% | Reduced |
| BTC Capital Management, Inc. | 85,415 | $6.61M | 0.46% | +4,435+5.5% | Added |
| Principal Street Partners, LLC | 85,445 | $6.62M | 1.12% | −71−0.1% | Reduced |
| New Age Alpha Advisors, LLC | 85,853 | $6.65M | 0.29% | +4,855+6.0% | Added |
| Intech Investment Management LLC | 88,678 | $6.87M | 0.06% | −30,573−25.6% | Reduced |
| Hennessy Advisors Inc | 92,600 | $7.18M | 0.25% | −6,000−6.1% | Reduced |
| Great West Life Assurance Co | 94,038 | $7.29M | 0.01% | −32,830−25.9% | Reduced |
| US Bancorp | 96,897 | $7.51M | 0.01% | −378−0.4% | Reduced |
| New York State Common Retirement Fund | 97,333 | $7.54M | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 99,987 | $7.75M | 0.00% | −10,684−9.7% | Reduced |
| AlphaCore Capital LLC | 103,450 | $8.02M | 0.18% | −613−0.6% | Reduced |
| Creative Planning | 104,213 | $8.08M | 0.01% | +14,369+16.0% | Added |
| Cerity Partners LLC | 104,281 | $8.08M | 0.01% | −14,188−12.0% | Reduced |
| Boston Partners | 104,424 | $8.09M | 0.01% | −14,717−12.4% | Reduced |
| Qsemble Capital Management, LP | 106,742 | $8.27M | 0.68% | +75,885+245.9% | Added |
| HighTower Advisors, LLC | 107,711 | $8.35M | 0.01% | +57,608+115.0% | Added |
| Janus Henderson Group PLC | 107,773 | $8.35M | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 108,107 | $8.38M | 0.37% | −402−0.4% | Reduced |
| Public Employees Retirement System of Ohio | 115,042 | $8.92M | 0.03% | −17,214−13.0% | Reduced |
| Teacher Retirement System of Texas | 115,682 | $8.97M | 0.03% | −8,461−6.8% | Reduced |
| Van Eck Associates Corp | 120,071 | $9.31M | 0.01% | −3,022−2.5% | Reduced |
| Algert Global LLC | 121,251 | $9.40M | 0.15% | +85,730+241.4% | Added |
| Foster & Motley Inc | 123,275 | $9.55M | 0.51% | −2,284−1.8% | Reduced |
| Ibex Wealth Advisors | 124,602 | $9.66M | 0.95% | −989−0.8% | Reduced |
| Barnett & Company, Inc. | 125,017 | $9.69M | 7.80% | −2,816−2.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 126,091 | $9.77M | 0.01% | −88,373−41.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 127,546 | $9.88M | 0.05% | −60,438−32.2% | Reduced |
| Vestcor Inc | 133,192 | $10.3M | 0.29% | −16,937−11.3% | Reduced |
| Russell Investments Group, Ltd. | 134,758 | $10.4M | 0.01% | −2,531−1.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 139,175 | $10.8M | 0.03% | −11,316−7.5% | Reduced |
| CI Private Wealth, LLC | 140,209 | $10.9M | 0.01% | +9,252+7.1% | Added |