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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.

Institutional holdersQ4 2025: 699 institutions
Q1 2021: 459 institutionsQ2 2021: 451 institutionsQ3 2021: 459 institutionsQ4 2021: 444 institutionsQ1 2022: 466 institutionsQ2 2022: 487 institutionsQ3 2022: 492 institutionsQ4 2022: 528 institutionsQ1 2023: 527 institutionsQ2 2023: 557 institutionsQ3 2023: 580 institutionsQ4 2023: 572 institutionsQ1 2024: 580 institutionsQ2 2024: 579 institutionsQ3 2024: 625 institutionsQ4 2024: 685 institutionsQ1 2025: 729 institutionsQ2 2025: 736 institutionsQ3 2025: 674 institutionsQ4 2025: 699 institutionsQ1 2026: 702 institutionsQ2 2026: 766 institutions
Value heldQ4 2025: $11.3B
Q1 2021: $4.67BQ2 2021: $4.88BQ3 2021: $4.18BQ4 2021: $4.09BQ1 2022: $5.36BQ2 2022: $5.76BQ3 2022: $6.59BQ4 2022: $6.94BQ1 2023: $6.65BQ2 2023: $7.97BQ3 2023: $8.14BQ4 2023: $7.51BQ1 2024: $8.87BQ2 2024: $8.25BQ3 2024: $9.30BQ4 2024: $11.3BQ1 2025: $12.6BQ2 2025: $12.3BQ3 2025: $10.4BQ4 2025: $11.3BQ1 2026: $9.25BQ2 2026: $12.6B
Institutions holding UNM and their total value by quarter
QuarterHoldersValue
Q2 2026766$12.6B
Q1 2026702$9.25B
Q4 2025699$11.3B
Q3 2025674$10.4B
Q2 2025736$12.3B
Q1 2025729$12.6B
Q4 2024685$11.3B
Q3 2024625$9.30B
Q2 2024579$8.25B
Q1 2024580$8.87B
Q4 2023572$7.51B
Q3 2023580$8.14B
Q2 2023557$7.97B
Q1 2023527$6.65B
Q4 2022528$6.94B
Q3 2022492$6.59B
Q2 2022487$5.76B
Q1 2022466$5.36B
Q4 2021444$4.09B
Q3 2021459$4.18B
Q2 2021451$4.88B
Q1 2021459$4.67B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Unum Group; share changes are against Q3 2025.

Institutions holding UNM in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Prospector Partners LLC0$00.00%−171,290−100.0%Sold out
Capitolis Liquid Global Markets LLC0$00.00%−164,200−100.0%Sold out
Panagora Asset Management Inc0$00.00%−158,764−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−49,633−100.0%Sold out
Flputnam Investment Management Co0$00.00%−44,250−100.0%Sold out
Susquehanna Fundamental Investments, LLC0$00.00%−42,000−100.0%Sold out
Macquarie Group Ltd0$00.00%−37,500−100.0%Sold out
Cinctive Capital Management LP0$00.00%−31,297−100.0%Sold out
Family Management Corp0$00.00%−28,617−100.0%Sold out
NJ State Employees Deferred Compensation Plan0$00.00%−28,000−100.0%Sold out
Kovitz Investment Group Partners, LLC0$00.00%−20,622−100.0%Sold out
Polianta Ltd0$00.00%−19,900−100.0%Sold out
Lifestyle Asset Management, Inc.0$00.00%−19,740−100.0%Sold out
Convergence Investment Partners, LLC0$00.00%−14,461−100.0%Sold out
Winton Group Ltd0$00.00%−12,154−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−11,968−100.0%Sold out
Farringdon Capital, Ltd.0$00.00%−10,373−100.0%Sold out
Brevan Howard Capital Management LP0$00.00%−10,109−100.0%Sold out
AIA Group Ltd0$00.00%−9,709−100.0%Sold out
Foundations Investment Advisors, LLC0$00.00%−9,182−100.0%Sold out
Acadian Asset Management LLC0$00.00%−7,970−100.0%Sold out
Aviva PLC0$00.00%−7,222−100.0%Sold out
Catalytic Wealth RIA, LLC0$00.00%−7,043−100.0%Sold out
Cambria Investment Management, L.P.0$00.00%−6,706−100.0%Sold out
SummitTX Capital, L.P.0$00.00%−6,692−100.0%Sold out
MBM Wealth Consultants, LLC0$00.00%−6,345−100.0%Sold out
Skandinaviska Enskilda Banken AB (publ)0$00.00%−5,443−100.0%Sold out
Fountainhead AM, LLC0$00.00%−5,395−100.0%Sold out
Brighton Jones LLC0$00.00%−5,314−100.0%Sold out
TownSquare Capital, LLC0$00.00%−4,876−100.0%Sold out
Grantham, Mayo, Van Otterloo & Co. LLC0$00.00%−4,439−100.0%Sold out
Pitcairn Co0$00.00%−4,308−100.0%Sold out
Encompass More Asset Management0$00.00%−4,249−100.0%Sold out
Buckingham Strategic Partners0$00.00%−3,701−100.0%Sold out
Applied Finance Capital Management, LLC0$00.00%−3,665−100.0%Sold out
Bayforest Capital Ltd0$00.00%−3,422−100.0%Sold out
LaSalle St. Investment Advisors, LLC0$00.00%−3,362−100.0%Sold out
Flagship Harbor Advisors, LLC0$00.00%−3,095−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−2,954−100.0%Sold out
Cresset Asset Management, LLC0$00.00%−2,840−100.0%Sold out
Requisite Capital Management, LLC0$00.00%−2,807−100.0%Sold out
NorthCrest Asset Manangement, LLC0$00.00%−2,788−100.0%Sold out
GPS Wealth Strategies Group, LLC0$00.00%−2,769−100.0%Sold out
Seven Mile Advisory0$00.00%−2,611−100.0%Sold out
Dorsey Wright & Associates0$00.00%−2,580−100.0%Sold out
Ossiam0$00.00%−1,302−100.0%Sold out
Quarry LP0$00.00%−1,184−100.0%Sold out
Cornerstone Planning Group LLC0$00.00%−2,422−100.0%Sold out
National Bank of Canada0$00.00%−1,084−100.0%Sold out
Principal Securities, Inc.0$00.00%−1,061−100.0%Sold out
Kelly Lawrence W & Associates Inc0$00.00%−1,000−100.0%Sold out
Arlington Trust Co LLC0$00.00%−774−100.0%Sold out
Pathway Financial Advisers, LLC0$00.00%−769−100.0%Sold out
JPL Wealth Management, LLC0$00.00%−728−100.0%Sold out
Aviso Financial Inc.0$00.00%−406−100.0%Sold out
Rise Advisors, LLC0$00.00%−333−100.0%Sold out
Hillsdale Investment Management Inc.0$00.00%−250−100.0%Sold out
Hopwood Financial Services, Inc.0$00.00%−150−100.0%Sold out
Main Street Group, LTD0$00.00%−101−100.0%Sold out
Pingora Partners LLC0$00.00%−100−100.0%Sold out
Optiver Holding B.V.0$00.00%−99−100.0%Sold out
Gen-Wealth Partners Inc0$00.00%−85−100.0%Sold out
Cloud Capital Management, LLC0$00.00%−35−100.0%Sold out
Atlantic Private Wealth, LLC0$00.00%−23−100.0%Sold out
IMG Wealth Management, Inc.0$00.00%−14−100.0%Sold out
NBC Securities, Inc.0$00.00%−11−100.0%Sold out
Palisade Asset Management, LLC0$00.00%−7−100.0%Sold out
Tortoise Investment Management, LLC0$00.00%−1−100.0%Sold out
D. Scott Neal, Inc.––––Not filed
Point72 Europe (London) LLP––––Not filed
Glenmede Investment Management, LP––––Not filed
AXA Investment Managers S.A.––––Not filed
Wetherby Asset Management Inc––––Not filed
Pinebridge Investments, L.P.––––Not filed
Wolverine Trading, LLC––––Not filed
Point72 Asia (Singapore) Pte. Ltd.––––Not filed
Shell Asset Management Co––––Not filed
Cobblestone Capital Advisors LLC––––Not filed
Lion Street Advisors, LLC––––Not filed
Point72 (DIFC) Ltd––––Not filed
Hemington Wealth Management––––Not filed
Binnacle Investments Inc––––Not filed