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 |
|---|---|---|---|---|---|
| Occudo Quantitative Strategies LP | 37,387 | $2.90M | 0.19% | +17,903+91.9% | Added |
| Commonwealth Equity Services, LLC | 37,031 | $2.87M | 0.00% | −2,603−6.6% | Reduced |
| Kendall Capital Management | 36,950 | $2.86M | 0.60% | −4,010−9.8% | Reduced |
| apricus wealth, LLC | 36,870 | $2.86M | 1.46% | +600+1.7% | Added |
| Great Diamond Partners, LLC | 36,808 | $2.85M | 0.55% | +259+0.7% | Added |
| State of Michigan Retirement System | 36,400 | $2.82M | 0.01% | −900−2.4% | Reduced |
| Sculati Wealth Management, LLC | 36,086 | $2.80M | 0.99% | −114−0.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 34,444 | $2.67M | 0.03% | −481−1.4% | Reduced |
| Dockside LLC | 34,300 | $2.66M | 0.68% | +34,300 | New |
| Gsa Capital Partners LLP | 33,124 | $2.57M | 0.22% | +33,124 | New |
| Naples Global Advisors, LLC | 33,097 | $2.57M | 0.19% | −45−0.1% | Reduced |
| Quantbot Technologies LP | 33,064 | $2.56M | 0.09% | +10,511+46.6% | Added |
| New Mexico Educational Retirement Board | 32,443 | $2.51M | 0.08% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 32,170 | $2.49M | 0.04% | +20,388+173.0% | Added |
| Advisory Services Network, LLC | 31,723 | $2.46M | 0.03% | −3,919−11.0% | Reduced |
| Waterfront Wealth Inc. | 31,890 | $2.46M | 0.47% | +120.0% | Added |
| Gator Capital Management, LLC | 31,557 | $2.45M | 0.51% | +31,557 | New |
| HHM Wealth Advisors, LLC | 31,331 | $2.43M | 0.29% | +32+0.1% | Added |
| Oregon Public Employees Retirement Fund | 30,783 | $2.39M | 0.03% | −800−2.5% | Reduced |
| Advisor Group Holdings, Inc. | 30,764 | $2.39M | 0.00% | −41,276−57.3% | Reduced |
| Fulcrum Wealth Advisors, LLC | 30,525 | $2.37M | 1.95% | +30,525 | New |
| CWM, LLC | 30,257 | $2.35M | 0.01% | −12,621−29.4% | Reduced |
| Aviance Capital Partners, LLC | 30,028 | $2.33M | 0.27% | −231−0.8% | Reduced |
| The PNC Financial Services Group, Inc. | 29,760 | $2.31M | 0.00% | −494−1.6% | Reduced |
| Sequoia Financial Advisors, LLC | 29,289 | $2.27M | 0.01% | +3,870+15.2% | Added |
| Klein Pavlis & Peasley Financial, Inc. | 28,854 | $2.24M | 1.32% | −346−1.2% | Reduced |
| Verition Fund Management LLC | 28,791 | $2.23M | 0.01% | +16,004+125.2% | Added |
| Natixis Advisors, L.P. | 28,253 | $2.19M | 0.00% | −133−0.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 28,152 | $2.18M | 0.01% | +1,176+4.4% | Added |
| Capital Fund Management S.A. | 28,052 | $2.17M | 0.02% | −26,595−48.7% | Reduced |
| Susquehanna International Group, LLP | 27,877 | $2.16M | 0.00% | −15,704−36.0% | Reduced |
| Goelzer Investment Management, Inc. | 27,478 | $2.13M | 0.10% | −1,006−3.5% | Reduced |
| Bokf, NA | 27,424 | $2.13M | 0.03% | −2,889−9.5% | Reduced |
| BKD Wealth Advisors, LLC | 27,202 | $2.11M | 0.04% | −2,475−8.3% | Reduced |
| Caxton Associates LLP | 26,162 | $2.03M | 0.04% | +1,147+4.6% | Added |
| Concurrent Investment Advisors, LLC | 25,319 | $1.96M | 0.02% | −258−1.0% | Reduced |
| Summit Trail Advisors, LLC | 24,751 | $1.92M | 0.03% | +474+2.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 24,491 | $1.90M | 0.00% | +24,491 | New |
| Ethic Inc. | 24,322 | $1.88M | 0.03% | +662+2.8% | Added |
| Pictet Asset Management Holding SA | 23,754 | $1.84M | 0.00% | +1,361+6.1% | Added |
| Investors Research Corp | 23,701 | $1.84M | 0.34% | −675−2.8% | Reduced |
| Sowell Financial Services LLC | 23,651 | $1.83M | 0.07% | +664+2.9% | Added |
| U.S. Capital Wealth Advisors, LLC | 22,846 | $1.77M | 0.05% | −1,818−7.4% | Reduced |
| Lecap Asset Management Ltd | 21,573 | $1.67M | 0.67% | +21,573 | New |
| Fox Run Management, L.L.C. | 21,558 | $1.67M | 0.26% | +3,629+20.2% | Added |
| Weaver C. Barksdale & Associates, Inc. | 21,431 | $1.66M | 1.74% | −2,684−11.1% | Reduced |
| Vident Advisory, LLC | 21,278 | $1.65M | 0.02% | −1,291−5.7% | Reduced |
| Laird Norton Trust Company, LLC | 21,277 | $1.65M | 0.03% | +21,277 | New |
| First Citizens Bank & Trust Co | 21,140 | $1.64M | 0.03% | +165+0.8% | Added |
| Havemeyer Place LP | 21,070 | $1.63M | 0.32% | +21,070 | New |
| Gotham Asset Management, LLC | 21,054 | $1.63M | 0.01% | −107,485−83.6% | Reduced |
| Castlekeep Investment Advisors LLC | 20,879 | $1.62M | 0.73% | 00.0% | Unchanged |
| Sciencast Management LP | 20,824 | $1.61M | 0.22% | +20,824 | New |
| Prospera Financial Services Inc | 20,258 | $1.57M | 0.03% | −257−1.3% | Reduced |
| Abacus Planning Group, Inc. | 19,993 | $1.55M | 0.21% | 00.0% | Unchanged |
| Ascent Group, LLC | 19,891 | $1.54M | 0.05% | −789−3.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 19,623 | $1.52M | 0.01% | +376+2.0% | Added |
| Nilsine Partners, LLC | 19,239 | $1.49M | 0.13% | +1,307+7.3% | Added |
| Bailard, Inc. | 18,808 | $1.46M | 0.03% | +2,005+11.9% | Added |
| Pacer Advisors, Inc. | 18,082 | $1.40M | 0.00% | −11,851−39.6% | Reduced |
| Signaturefd, LLC | 18,052 | $1.40M | 0.02% | +79+0.4% | Added |
| Stephens Inc | 16,379 | $1.35M | 0.02% | −220−1.3% | Reduced |
| Advisory Research Inc | 17,325 | $1.34M | 0.17% | +915+5.6% | Added |
| Rockefeller Capital Management L.P. | 16,938 | $1.31M | 0.00% | −106−0.6% | Reduced |
| Xponance, Inc. | 16,925 | $1.31M | 0.01% | −2,868−14.5% | Reduced |
| Federated Hermes, Inc. | 16,851 | $1.31M | 0.00% | −1,972−10.5% | Reduced |
| Neumann Capital Management, LLC | 16,710 | $1.30M | 0.37% | +812+5.1% | Added |
| Public Employees Retirement Association of Colorado | 16,616 | $1.29M | 0.00% | 00.0% | Unchanged |
| Keynote Financial Services LLC | 16,291 | $1.26M | 0.71% | −45−0.3% | Reduced |
| Vise Technologies, Inc. | 16,047 | $1.24M | 0.02% | +6,575+69.4% | Added |
| Simplex Trading, LLC | 14,703 | $1.14M | 0.03% | −14,622−49.9% | Reduced |
| Atlas Capital Advisors LLC | 14,634 | $1.13M | 0.13% | +14,634 | New |
| Polymer Capital Management (US) LLC | 14,423 | $1.12M | 0.14% | +8,542+145.2% | Added |
| Landscape Capital Management, L.L.C. | 14,307 | $1.11M | 0.07% | −35,614−71.3% | Reduced |
| Redwood Investment Management, LLC | 14,142 | $1.10M | 0.12% | −1,332−8.6% | Reduced |
| Capstone Investment Advisors, LLC | 14,033 | $1.09M | 0.01% | +10,543+302.1% | Added |
| Parrish Capital LLC | 13,919 | $1.08M | 0.98% | +13,919 | New |
| New York Life Investment Management LLC | 13,917 | $1.08M | 0.01% | −2,216−13.7% | Reduced |
| Impax Asset Management Group plc | 13,829 | $1.07M | 0.01% | +13,829 | New |
| XML Financial, LLC | 13,755 | $1.07M | 0.09% | −75−0.5% | Reduced |
| MML Investors Services, LLC | 13,731 | $1.06M | 0.00% | −68−0.5% | Reduced |
| HB Wealth Management, LLC | 13,675 | $1.06M | 0.01% | +3,956+40.7% | Added |
| Merit Financial Group, LLC | 13,635 | $1.06M | 0.01% | −427−3.0% | Reduced |
| Commerce Bank | 13,422 | $1.04M | 0.01% | −730−5.2% | Reduced |
| Bessemer Group Inc | 12,942 | $1.00M | 0.00% | −3,167−19.7% | Reduced |
| Savant Capital, LLC | 12,873 | $997.6K | 0.01% | +1,542+13.6% | Added |
| Federation des caisses Desjardins du Quebec | 12,844 | $995.4K | 0.00% | +1,503+13.3% | Added |
| Assetmark, Inc | 12,597 | $976.3K | 0.00% | −71−0.6% | Reduced |
| Aquatic Capital Management LLC | 12,592 | $975.9K | 0.03% | +12,592 | New |
| Benjamin Edwards Inc | 12,505 | $969.1K | 0.01% | +983+8.5% | Added |
| Harvest Fund Management Co., Ltd | 13,185 | $963.0K | 0.04% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 12,317 | $954.6K | 0.02% | +6,682+118.6% | Added |
| QRG Capital Management, Inc. | 12,026 | $932.0K | 0.01% | +1,489+14.1% | Added |
| Evergreen Capital Management LLC | 11,923 | $924.0K | 0.02% | −331−2.7% | Reduced |
| CSS LLC | 11,829 | $916.7K | 0.05% | +1,690+16.7% | Added |
| Coldstream Capital Management Inc | 11,775 | $912.6K | 0.01% | −571−4.6% | Reduced |
| Affinity Investment Advisors, LLC | 11,629 | $901.2K | 0.60% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 11,460 | $888.2K | 0.10% | −443−3.7% | Reduced |
| Wedmont Private Capital | 11,318 | $887.5K | 0.03% | +82+0.7% | Added |
| HM Payson & Co | 11,389 | $882.6K | 0.01% | −598−5.0% | Reduced |