Skip to content
Disclosery

UNM UNUM GROUP

Follow

Stock (common), issuer CIK 5513

715 managers (729 13F filers) reported a position in UNM shares at 2025-03-31, 155,257,193 shares in all. 97 filers opened a position and 55 filers sold out during the quarter.

Managers
715
13F filers
729
New
97
Added
231
Reduced
276
Sold out
55
Shares held by filers
155,257,193

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
J. W. Coons Advisors, LLC6,289$512K0.14%+3113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.6,273$511K<0.01%-89613F-HRTimelineGroup
Centiva Capital, LP6,261$510K0.03%new13F-HRTimeline
Roof Eidam Maycock Peralta, LLC6,240$508K0.13%+3,41013F-HRTimeline
Burns Matteson Capital Management, LLC6,165$502K0.27%new13F-HRTimeline
WEDBUSH SECURITIES INC6,117$498K0.02%+77113F-HRTimeline
Ballentine Partners, LLC6,070$494K0.01%-82313F-HRTimeline
QUADRANT CAPITAL GROUP LLC6,069$494K0.02%+1,90513F-HRTimeline
MBM WEALTH CONSULTANTS, LLC6,064$494K0.15%+47013F-HRTimeline
SHELTON CAPITAL MANAGEMENT6,033$491K0.01%-41713F-HRTimeline
Wealthstar Advisors, LLC6,027$491K0.22%new13F-HRTimeline
Csenge Advisory Group6,464$490K0.03%-2213F-HRTimeline
IHT Wealth Management, LLC5,995$488K0.02%+5913F-HRTimeline
CIBC Asset Management Inc5,993$488K<0.01%+15513F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…5,926$483K0.24%-28813F-HRTimeline
J.W. COLE ADVISORS, INC.5,919$482K0.01%-70813F-HRTimeline
Plancorp, LLC5,910$481K0.02%new13F-HRTimeline
Brooklyn Investment Group5,892$480K0.1%-16713F-HRTimeline
Glenview Trust Co5,863$478K0.01%013F-HR/ATimeline
Lido Advisors, LLCin group Lido Advisors, LLC5,847$476K<0.01%+53613F-HRTimelineGroup
Aries Wealth Management5,846$476K0.13%013F-HRTimeline
Lion Street Advisors, LLC5,751$468K0.15%013F-HRTimeline
Compound Planning, Inc.5,749$468K0.02%+1,22413F-HRTimeline
Advisors Asset Management, Inc.5,729$467K0.01%+88413F-HR/ATimeline
Chicago Partners Investment Group LLC5,780$465K0.02%+39513F-HRTimeline
Pacer Advisors, Inc.5,710$465K<0.01%-19,33213F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC5,692$464K<0.01%-35413F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.5,670$462K0.02%new13F-HRTimeline
TD Capital Management LLC5,657$461K0.05%new13F-HRTimeline
Caitlin John, LLC5,640$459K0.45%-1,24613F-HRTimeline
Genus Capital Management Inc.5,595$456K0.07%new13F-HRTimeline
LONGFELLOW INVESTMENT MANAGEMENT CO LLC5,576$454K0.11%new13F-HRTimeline
Point72 (DIFC) Ltd5,543$452K0.04%new13F-HRTimeline
Cambria Investment Management, L.P.5,514$449K0.03%new13F-HRTimeline
Net Worth Advisory Group5,483$447K0.14%+11113F-HRTimeline
MEANS INVESTMENT CO., INC.5,462$445K0.05%-1,27013F-HRTimeline
SHARPEPOINT LLC5,501$436K0.38%013F-HRTimeline
FLOSSBACH VON STORCH SE5,325$434K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC5,316$433K<0.01%-69813F-HRTimeline
Paragon Capital Management Ltd5,238$427K0.09%+2813F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.5,198$423K0.24%013F-HRTimeline
Pallas Capital Advisors LLC5,151$420K0.02%+66613F-HRTimeline
Lane & Associates LLC5,013$408K0.22%-12913F-HRTimeline
BLAIR WILLIAM & CO/IL5,008$408K<0.01%-26413F-HRTimeline
Y-Intercept (Hong Kong) Ltd5,003$408K0.03%-8,15513F-HRTimeline
OBSIDIAN CIO, LLC4,982$406K0.07%+2713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/4,978$405K<0.01%-92,38013F-HRTimelineGroup
Freedom Investment Management, Inc.4,965$404K0.03%-1413F-HRTimeline
SummitTX Capital, L.P.4,959$404K0.02%13F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.4,916$400K0.01%+1013F-HRTimelineGroup
SEEDS INVESTOR LLC4,911$400K0.11%+51313F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.4,869$397K0.02%-12413F-HR/ATimelineGroup
Kingsview Wealth Management, LLC4,838$394K0.01%-13613F-HRTimeline
SageView Advisory Group, LLC4,777$389K0.02%+33913F-HRTimeline
SIMPLEX TRADING, LLC4,732$385K0.01%-7,37113F-HRTimeline
Portland Global Advisors LLC4,723$385K0.05%013F-HRTimeline
Atria Investments, Inc4,722$385K<0.01%-23713F-HRTimeline
MATHER GROUP, LLC.4,721$385K<0.01%-28413F-HRTimeline
Callan Family Office, LLC4,704$383K0.03%+59213F-HRTimeline
Centennial Wealth Advisory LLC4,694$382K0.14%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO4,670$380K<0.01%013F-HRTimelineGroup
FourThought Financial Partners, LLC4,667$380K0.04%013F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC4,670$380K0.03%013F-HRTimeline
Patriot Financial Group Insurance Agenc…4,658$379K0.05%+1713F-HRTimeline
Applied Finance Capital Management, LLC4,609$375K0.03%+7213F-HRTimeline
Coastline Trust Co4,470$364K0.05%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Newport Capital Group, LLC4,444$362K0.26%+2413F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/4,436$361K0.02%-3213F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC4,399$358K<0.01%-1,95113F-HRTimelineGroup
NDVR, Inc.4,381$357K0.36%-16713F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.4,359$355K0.06%new13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN4,325$352K0.03%013F-HRTimeline
HHM Wealth Advisors, LLC4,309$351K0.05%013F-HRTimeline
BEACON FINANCIAL GROUP4,277$348K0.04%-6013F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC4,247$346K0.01%-2,79513F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.4,190$341K0.17%-1,50013F-HRTimeline
Smartleaf Asset Management LLC4,248$340K0.03%+1,70813F-HRTimeline
Baron Wealth Management LLC4,092$333K0.15%new13F-HRTimeline
SHERBROOKE PARK ADVISERS LLC4,087$333K0.16%new13F-HRTimeline
Clarius Group, LLC4,041$329K0.02%-3,70513F-HRTimeline
SCHULHOFF & CO INC4,000$326K0.14%013F-HRTimeline
Arnhold LLC4,000$326K0.03%013F-HRTimeline
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co3,937$321K0.01%-16313F-HRTimelineGroup
Paulson Wealth Management Inc.3,911$319K0.09%+8913F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC3,899$318K0.01%+5513F-HRTimelineGroup
UMB Bank, n.a.3,848$313K0.01%-23613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.3,802$310K<0.01%+83813F-HRTimelineGroup
EASTERN BANK3,802$310K0.01%013F-HRTimeline
GARDNER RUSSO & QUINN LLC3,800$310K<0.01%013F-HRTimeline
Moors & Cabot, Inc.3,791$309K0.02%013F-HRTimeline
GPS Wealth Strategies Group, LLC3,735$304K0.04%-2,08213F-HRTimeline
OneDigital Investment Advisors LLC3,656$298K<0.01%new13F-HRTimeline
NewEdge Wealth, LLC3,613$294K0.01%-15013F-HRTimeline
Welch & Forbes LLC3,587$292K<0.01%013F-HRTimeline
Valeo Financial Advisors, LLC3,570$291K0.01%+1013F-HRTimeline
PROFUND ADVISORS LLC3,556$290K0.01%-28613F-HRTimeline
SPINNAKER TRUST3,515$286K0.02%-14013F-HRTimeline
Sigma Planning Corp3,509$286K0.01%-78413F-HRTimeline
EP Wealth Advisors, LLC3,500$285K<0.01%-48413F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC3,500$285K<0.01%-18,52513F-HR/ATimelineGroup
denkapparat Operations GmbH3,490$284K0.3%new13F-HRTimeline
Farther Finance Advisors, LLC3,455$283K0.01%+85813F-HRTimeline
Hanson & Doremus Investment Management3,480$283K0.04%013F-HRTimeline
SAGE RHINO CAPITAL LLC3,473$283K0.07%-6213F-HRTimeline
Challenger Wealth Management3,472$283K0.22%-5613F-HRTimeline
B. Riley Wealth Advisors, Inc.3,445$281K0.01%+31013F-HRTimeline
MONTAG A & ASSOCIATES INC3,410$278K0.01%013F-HRTimeline
Blue Trust, Inc.3,381$275K<0.01%-23713F-HRTimeline
Capital Square, LLC3,328$271K0.16%+113F-HRTimeline
KPP Advisory Services LLC3,319$270K0.05%-5013F-HRTimeline
Elyxium Wealth, LLC3,305$269K0.12%new13F-HRTimeline
BRIGHTON JONES LLC3,286$268K0.01%-9913F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…3,282$267K<0.01%013F-HRTimelineGroup
NICHOLS & PRATT ADVISERS LLP /MAin group NICHOLS & PRATT ADVISERS LLP …3,270$266K0.02%013F-HRTimelineGroup
GSA CAPITAL PARTNERS LLP3,268$266K0.02%new13F-HRTimeline
Jacobi Capital Management LLC3,261$266K0.02%013F-HRTimeline
PETRA FINANCIAL ADVISORS INC3,252$265K0.22%new13F-HRTimeline
Prime Capital Investment Advisors, LLC3,247$265K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC3,227$263K<0.01%+2313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC3,213$262K0.01%+23313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management3,170$258K<0.01%-26213F-HRTimelineGroup
Robertson Stephens Wealth Management, L…3,156$257K0.01%-3213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,180$254K<0.01%+92213F-HR/ATimelineGroup
International Private Wealth Advisors L…3,099$252K0.24%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,580$252K<0.01%+8913F-HRTimelineGroup
Ariadne Wealth Management, LP3,106$251K0.13%-16013F-HRTimeline
FINANCIAL COUNSELORS INC3,054$249K<0.01%-23113F-HRTimeline
Parallel Advisors, LLC3,055$249K0.01%-6813F-HRTimeline
Aaron Wealth Advisors LLC3,012$245K0.03%new13F-HRTimeline
Beacon Pointe Advisors, LLC3,010$245K<0.01%-14413F-HRTimeline
KKM Financial LLC3,000$244K0.1%013F-HRTimeline
Bank & Trust Co2,989$243K0.2%013F-HRTimeline
PFG Investments, LLC2,964$241K0.02%013F-HRTimeline
GWN SECURITIES INC.2,960$241K0.01%new13F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC3,072$241K0.03%+513F-HRTimeline
Sterling Investment Counsel, LLC2,944$240K0.08%new13F-HRTimeline
Fragasso Financial Advisors Inc2,937$239K0.02%+1613F-HRTimeline
Sage Capital Management, LLC2,937$239K0.13%+1613F-HRTimeline
TOTH FINANCIAL ADVISORY CORP2,920$238K0.03%-33013F-HRTimeline
SVB WEALTH LLC2,867$234K0.01%+7913F-HRTimeline
Choate Investment Advisors2,821$230K0.01%new13F-HRTimeline
Koshinski Asset Management, Inc.2,820$230K0.02%new13F-HRTimeline
Rafferty Asset Management, LLC2,817$229K<0.01%-1,02013F-HRTimeline
MJP ASSOCIATES INC /ADV2,801$228K0.04%+5113F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC2,801$228K0.03%+5113F-HRTimelineGroup
LEIGH BALDWIN & CO., LLC2,795$228K0.18%-17513F-HRTimeline
Perigon Wealth Management, LLC2,789$227K0.01%new13F-HRTimeline
PRIVATE TRUST CO NA2,757$225K0.02%+18713F-HRTimeline
West Branch Capital LLC2,709$221K0.07%013F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…2,677$218K<0.01%new13F-HRTimelineGroup
Sequoia Financial Advisors, LLC2,655$216K<0.01%new13F-HRTimeline
AlphaQuest LLC2,605$212K0.02%-3,92113F-HRTimeline
HighPoint Advisor Group LLC2,664$211K0.01%new13F-HRTimeline
Carl P. Sherr & Co., LLC2,560$209K0.11%new13F-HRTimeline
GeoWealth Management, LLC2,556$208K0.01%-6013F-HRTimeline
Proficio Capital Partners LLC2,545$207K0.02%new13F-HRTimeline
Versant Capital Management, Inc2,540$207K0.03%+1,77413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,539$207K0.01%new13F-HRTimelineGroup
Arax Advisory Partners2,536$207K0.01%-36813F-HRTimeline
Accurate Wealth Management, LLC2,731$206K0.04%-2,55313F-HRTimeline
Beaton Management Co. Inc.2,500$204K0.11%new13F-HRTimeline
Astoria Portfolio Advisors LLC.2,591$204K0.07%new13F-HRTimeline
Skyline Advisors, Inc.2,500$204K0.08%new13F-HRTimeline
Kathmere Capital Management, LLC2,496$203K0.02%new13F-HRTimeline
RETIREMENT GUYS FORMULA LLC2,495$203K0.1%new13F-HRTimeline
Modern Wealth Management, LLC2,494$203K0.01%new13F-HR/ATimeline
SIMON QUICK ADVISORS, LLC2,486$203K0.01%new13F-HRTimeline
OSSIAM2,441$199K<0.01%-72013F-HRTimeline
Continuum Advisory, LLC2,348$191K0.02%-3513F-HRTimeline
Curat Global, LLC2,195$179K0.22%13F-HRTimeline
Allworth Financial LP2,228$177K<0.01%+813F-HRTimeline
MAI Capital Management1,956$159K<0.01%-1413F-HRTimeline
New England Capital Financial Advisors …1,904$155K0.08%013F-HRTimeline
Quarry LP1,894$154K0.04%-95413F-HRTimeline
TD Waterhouse Canada Inc.1,776$146K<0.01%+10513F-HRTimeline
PROFFITT & GOODSON INC1,786$145K0.02%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.1,720$140K0.11%+2013F-HRTimeline
CANADA PENSION PLAN INVESTMENT BOARD1,700$138K<0.01%-18,40013F-HRTimeline
Addison Advisors LLC1,591$130K0.04%-1913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,476$120K<0.01%013F-HRTimelineGroup
Covestor Ltd1,427$117K0.08%-52013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,282$104K0.02%+48213F-HRTimeline
IFP Advisors, Inc1,211$98.7K<0.01%-2313F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,172$95.5K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust1,106$90.1K0.01%+23913F-HRTimeline
CVA Family Office, LLC1,097$89.4K0.01%+713F-HRTimeline
Cranbrook Wealth Management, LLC1,082$88.1K0.02%013F-HRTimeline
HOEY INVESTMENTS, INC1,050$85.5K0.02%013F-HRTimeline
Manchester Capital Management LLC1,030$83.9K0.01%+50313F-HRTimeline
SBI Securities Co., Ltd.1,010$82.3K<0.01%-23113F-HRTimeline
CENTRAL TRUST Co1,000$81.5K<0.01%013F-HRTimeline
KELLY LAWRENCE W & ASSOCIATES INC/CA1,000$81.5K0.02%013F-HRTimeline
WPG Advisers, LLC963$78.4K0.07%+5613F-HRTimeline
V-Square Quantitative Management LLC958$78K0.01%013F-HRTimeline
Lindbrook Capital, LLC931$75.8K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.904$73.7K<0.01%-2613F-HRTimeline
William B. Walkup & Associates, Inc.855$69.6K0.04%013F-HRTimeline
Point72 Hong Kong Ltd823$67.1K<0.01%-11,91413F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.806$65.7K<0.01%+74813F-HRTimelineGroup
Steward Partners Investment Advisory, L…784$63.9K<0.01%+17013F-HRTimeline