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 |
|---|---|---|---|---|---|
| Mirae Asset Global Investments Co., Ltd. | 139,175 | $10.8M | 0.03% | −11,316−7.5% | Reduced |
| Russell Investments Group, Ltd. | 134,758 | $10.4M | 0.01% | −2,531−1.8% | Reduced |
| Vestcor Inc | 133,192 | $10.3M | 0.29% | −16,937−11.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 127,546 | $9.88M | 0.05% | −60,438−32.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 126,091 | $9.77M | 0.01% | −88,373−41.2% | Reduced |
| Barnett & Company, Inc. | 125,017 | $9.69M | 7.80% | −2,816−2.2% | Reduced |
| Ibex Wealth Advisors | 124,602 | $9.66M | 0.95% | −989−0.8% | Reduced |
| Foster & Motley Inc | 123,275 | $9.55M | 0.51% | −2,284−1.8% | Reduced |
| Algert Global LLC | 121,251 | $9.40M | 0.15% | +85,730+241.4% | Added |
| Van Eck Associates Corp | 120,071 | $9.31M | 0.01% | −3,022−2.5% | Reduced |
| Teacher Retirement System of Texas | 115,682 | $8.97M | 0.03% | −8,461−6.8% | Reduced |
| Public Employees Retirement System of Ohio | 115,042 | $8.92M | 0.03% | −17,214−13.0% | Reduced |
| IFG Advisory, LLC | 108,107 | $8.38M | 0.37% | −402−0.4% | Reduced |
| Janus Henderson Group PLC | 107,773 | $8.35M | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 107,711 | $8.35M | 0.01% | +57,608+115.0% | Added |
| Qsemble Capital Management, LP | 106,742 | $8.27M | 0.68% | +75,885+245.9% | Added |
| Boston Partners | 104,424 | $8.09M | 0.01% | −14,717−12.4% | Reduced |
| Cerity Partners LLC | 104,281 | $8.08M | 0.01% | −14,188−12.0% | Reduced |
| Creative Planning | 104,213 | $8.08M | 0.01% | +14,369+16.0% | Added |
| AlphaCore Capital LLC | 103,450 | $8.02M | 0.18% | −613−0.6% | Reduced |
| Wells Fargo & Company | 99,987 | $7.75M | 0.00% | −10,684−9.7% | Reduced |
| New York State Common Retirement Fund | 97,333 | $7.54M | 0.01% | 00.0% | Unchanged |
| US Bancorp | 96,897 | $7.51M | 0.01% | −378−0.4% | Reduced |
| Great West Life Assurance Co | 94,038 | $7.29M | 0.01% | −32,830−25.9% | Reduced |
| Hennessy Advisors Inc | 92,600 | $7.18M | 0.25% | −6,000−6.1% | Reduced |
| Intech Investment Management LLC | 88,678 | $6.87M | 0.06% | −30,573−25.6% | Reduced |
| New Age Alpha Advisors, LLC | 85,853 | $6.65M | 0.29% | +4,855+6.0% | Added |
| Principal Street Partners, LLC | 85,445 | $6.62M | 1.12% | −71−0.1% | Reduced |
| BTC Capital Management, Inc. | 85,415 | $6.61M | 0.46% | +4,435+5.5% | Added |
| CWA Asset Management Group, LLC | 84,610 | $6.56M | 0.24% | −2,608−3.0% | Reduced |
| Illinois Municipal Retirement Fund | 84,576 | $6.55M | 0.08% | −5,106−5.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 84,200 | $6.52M | 0.26% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 82,716 | $6.41M | 0.00% | −37,887−31.4% | Reduced |
| Comerica Bank | 81,939 | $6.35M | 0.03% | −3,857−4.5% | Reduced |
| NewSquare Capital LLC | 78,831 | $6.11M | 0.54% | −32,374−29.1% | Reduced |
| Wealthfront Advisers LLC | 78,814 | $6.11M | 0.01% | −1,229−1.5% | Reduced |
| Voloridge Investment Management, LLC | 78,690 | $6.10M | 0.02% | +78,690 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 77,343 | $6.01M | 0.01% | −9,049−10.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 77,338 | $5.99M | 0.01% | −343,703−81.6% | Reduced |
| MetLife Investment Management | 75,468 | $5.85M | 0.03% | −5,273−6.5% | Reduced |
| Silver Lake Advisory, LLC | 74,430 | $5.77M | 2.24% | +897+1.2% | Added |
| Thrivent Financial for Lutherans | 72,345 | $5.61M | 0.01% | +7,266+11.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 72,162 | $5.59M | 0.05% | −3,187−4.2% | Reduced |
| Burney Co | 71,955 | $5.58M | 0.17% | −2,590−3.5% | Reduced |
| Ci Investments Inc. | 71,655 | $5.55M | 0.02% | −8,681−10.8% | Reduced |
| Treasurer of the State of North Carolina | 70,828 | $5.49M | 0.02% | −5,173−6.8% | Reduced |
| Viking Fund Management LLC | 70,000 | $5.42M | 0.63% | 00.0% | Unchanged |
| Amalgamated Bank | 69,824 | $5.41M | 0.04% | −2,885−4.0% | Reduced |
| XTX Topco Ltd | 69,498 | $5.39M | 0.14% | +65,746+1,752.3% | Added |
| JustInvest LLC | 69,248 | $5.37M | 0.05% | −926−1.3% | Reduced |
| Trexquant Investment LP | 68,027 | $5.27M | 0.05% | −56,179−45.2% | Reduced |
| State of Alaska, Department of Revenue | 67,398 | $5.22M | 0.06% | −1,730−2.5% | Reduced |
| Prudential Financial Inc | 66,212 | $5.19M | 0.01% | −180,541−73.2% | Reduced |
| Pathstone Holdings, LLC | 64,843 | $5.03M | 0.02% | −1,142−1.7% | Reduced |
| Mutual of America Capital Management LLC | 64,068 | $4.97M | 0.05% | −8,295−11.5% | Reduced |
| State of Tennessee, Treasury Department | 63,489 | $4.82M | 0.02% | −2,719−4.1% | Reduced |
| Consolidated Planning Corp | 61,052 | $4.73M | 0.48% | +5,481+9.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 59,446 | $4.68M | 0.01% | +5,257+9.7% | Added |
| Citigroup Inc | 60,232 | $4.67M | 0.00% | +21,867+57.0% | Added |
| CoreCap Advisors, LLC | 59,061 | $4.58M | 0.16% | +11,117+23.2% | Added |
| Cetera Investment Advisers | 58,657 | $4.55M | 0.00% | −4,729−7.5% | Reduced |
| Dark Forest Capital Management LP | 56,911 | $4.41M | 0.20% | +56,911 | New |
| Auxier Asset Management | 56,329 | $4.37M | 0.61% | −1,042−1.8% | Reduced |
| Lazard Asset Management LLC | 56,256 | $4.36M | 0.01% | −36,739−39.5% | Reduced |
| MAI Capital Management | 55,252 | $4.28M | 0.02% | −2,582−4.5% | Reduced |
| CIBC World Markets Inc. | 54,633 | $4.23M | 0.01% | +3,718+7.3% | Added |
| Handelsbanken Fonder AB | 52,707 | $4.08M | 0.01% | +2,800+5.6% | Added |
| Twinbeech Capital LP | 52,160 | $4.04M | 0.29% | +52,160 | New |
| KLP Kapitalforvaltning AS | 51,900 | $4.02M | 0.02% | +200+0.4% | Added |
| State of Wisconsin Investment Board | 51,323 | $3.98M | 0.01% | −11,573−18.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 50,900 | $3.94M | 0.03% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 50,800 | $3.94M | 0.01% | −392,600−88.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 50,085 | $3.88M | 0.01% | +4,577+10.1% | Added |
| Entropy Technologies, LP | 48,766 | $3.78M | 0.21% | +35,502+267.7% | Added |
| Yousif Capital Management, LLC | 49,958 | $3.77M | 0.04% | −1,994−3.8% | Reduced |
| Glenmede Trust Co NA | 48,362 | $3.75M | 0.02% | +48,362 | New |
| PensionDanmark Pensionsforsikringsaktieselskab | 47,723 | $3.70M | 0.03% | +47,723 | New |
| State of New Jersey Common Pension Fund D | 46,530 | $3.61M | 0.01% | −4,486−8.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 46,437 | $3.60M | 0.08% | +46,437 | New |
| Colony Group, LLC | 45,812 | $3.55M | 0.00% | +31,254+214.7% | Added |
| Paradiem, LLC | 45,556 | $3.53M | 0.84% | −111,179−70.9% | Reduced |
| Arizona State Retirement System | 44,930 | $3.48M | 0.02% | −4,087−8.3% | Reduced |
| Ameritas Investment Partners, Inc. | 44,563 | $3.45M | 0.11% | −2,659−5.6% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 44,221 | $3.43M | 0.01% | −82,921−65.2% | Reduced |
| Ritholtz Wealth Management | 43,301 | $3.36M | 0.06% | +454+1.1% | Added |
| Janney Montgomery Scott LLC | 42,985 | $3.33M | 0.01% | −2,192−4.9% | Reduced |
| Nations Financial Group Inc, | 42,917 | $3.33M | 0.18% | −481−1.1% | Reduced |
| Louisiana State Employees Retirement System | 42,600 | $3.30M | 0.06% | −1,000−2.3% | Reduced |
| Hancock Whitney Corp | 42,139 | $3.27M | 0.06% | +379+0.9% | Added |
| Mariner, LLC | 41,586 | $3.22M | 0.00% | −19,531−32.0% | Reduced |
| DGS Capital Management, LLC | 41,006 | $3.18M | 0.55% | −999−2.4% | Reduced |
| Anchor Investment Management, LLC | 39,546 | $3.06M | 0.25% | +130.0% | Added |
| Nisa Investment Advisors, LLC | 38,535 | $2.99M | 0.01% | +10.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 38,523 | $2.99M | 0.02% | −1,691−4.2% | Reduced |
| Argent Trust Co | 38,333 | $2.97M | 0.10% | −184−0.5% | Reduced |
| Larson Financial Group LLC | 37,864 | $2.93M | 0.10% | +159+0.4% | Added |
| Lighthouse Investment Partners, LLC | 37,773 | $2.93M | 0.10% | +37,773 | New |
| Bank of Montreal | 37,563 | $2.91M | 0.00% | −952−2.5% | Reduced |
| Nomura Asset Management International Inc. | 37,500 | $2.91M | 0.00% | +37,500 | New |
| Thompson Siegel & Walmsley LLC | 37,450 | $2.90M | 0.05% | −58,000−60.8% | Reduced |