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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, Q1 2021

Institutional positions in Unum Group as of Mar 31, 2021. 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
459
No complete 13F data for Q4 2020
Shares held
167.9M
No complete 13F data for Q4 2020
Total value
$4.67B
No complete 13F data for Q4 2020

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 holdersQ1 2021: 459 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 heldQ1 2021: $4.67B
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, Q1 2021

Shares, value and share of portfolio for each institution holding Unum Group.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding UNM in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Baystate Wealth Management LLC11$00.00%––
Prestige Wealth Management Group LLC16$00.00%––
FIL Ltd18$1.00K0.00%––
Column Capital Advisors, LLC50$1.00K0.00%––
Versant Capital Management, Inc18$1.00K0.00%––
Ameritas Investment Company, LLC48$1.34K0.00%––
Thompson Siegel & Walmsley LLC63$2.00K0.00%––
Earnest Partners LLC81$2.00K0.00%––
Whittier Trust Co74$2.00K0.00%––
Denali Advisors LLC78$2.00K0.00%––
BerganKDV Wealth Management, LLC64$2.00K0.00%––
Syverson Strege & Co83$2.00K0.00%––
CX Institutional63$2.00K0.00%––
Arkadios Wealth Advisors79$2.00K0.00%––
Enterprise Financial Services Corp96$3.00K0.00%––
Washington Trust Co118$3.00K0.00%––
Sun Life Financial INC119$3.00K0.00%––
San Francisco Sentry Investment Group (Ca)91$3.00K0.00%––
Zions Bancorporation, N.A.118$3.00K0.00%––
Prime Capital Investment Advisors, LLC102$3.00K0.00%––
Farmers & Merchants Investments Inc148$4.00K0.00%––
Harbor Investment Advisory, LLC127$4.00K0.00%––
Manchester Capital Management LLC169$5.00K0.00%––
Wealthcare Capital Management LLC168$5.00K0.00%––
Concord Wealth Partners191$5.00K0.00%––
McCarthy Asset Management, Inc.170$5.00K0.00%––
Sutton Wealth Advisors Inc.207$5.76K0.00%––
TD Ameritrade Investment Management, LLC240$6.00K0.00%––
Oakworth Capital, Inc.251$7.00K0.00%––
Ellevest, Inc.244$7.00K0.00%––
Private Capital Group, LLC242$7.00K0.00%––
Graves-Light Private Wealth Management, Inc.247$7.00K0.00%––
First Horizon Corp313$8.00K0.00%––
Covington Capital Management283$8.00K0.00%––
Princeton Global Asset Management LLC300$8.00K0.00%––
Heritage Wealth Advisors304$8.46K0.00%––
Evolution Wealth Advisors, LLC316$9.00K0.00%––
Atwood & Palmer Inc346$10.0K0.00%––
Evoke Wealth, LLC354$10.0K0.00%––
Bartlett & Co. Wealth Management LLC392$10.9K0.00%––
Baldwin Brothers Inc400$11.0K0.00%––
AdvisorNet Financial, Inc382$11.0K0.00%––
Bartlett & Co. LLC392$11.0K0.00%––
Stonebridge Capital Advisors LLC406$11.0K0.00%––
Brown Brothers Harriman & Co414$12.0K0.00%––
FinTrust Capital Advisors, LLC442$12.0K0.00%––
Steward Partners Investment Advisory, LLC480$13.4K0.00%––
Accel Wealth Management500$14.0K0.01%––
Tarbox Family Office, Inc.555$15.0K0.00%––
Grant Street Asset Management, Inc.572$16.0K0.01%––
Meridian Wealth Partners, LLC571$16.0K0.00%––
DekaBank Deutsche Girozentrale678$19.0K0.00%––
MPS Loria Financial Planners, LLC705$19.0K0.01%––
Glassman Wealth Services708$20.0K0.00%––
Sugarloaf Wealth Management, LLC713$20.0K0.01%––
Delta Asset Management LLC750$21.0K0.00%––
First Mercantile Trust Co806$22.0K0.00%––
Gemmer Asset Management LLC773$22.0K0.00%––
Massmutual Trust Co FSB809$23.0K0.00%––
American Portfolios Advisors858$23.9K0.00%––
MBM Wealth Consultants, LLC870$24.0K0.01%––
Daiwa Securities Group Inc.931$26.0K0.00%––
Norway Savings Bank979$27.0K0.01%––
Retirement Group, LLC1,000$27.0K0.01%––
Huntington National Bank1,000$28.0K0.00%––
Institutional & Family Asset Management, LLC1,000$28.0K0.01%––
Hoey Investments, Inc1,050$29.0K0.01%––
Cranbrook Wealth Management, LLC1,082$30.0K0.01%––
CWM, LLC1,142$32.0K0.00%––
Founders Capital Management1,134$32.0K0.02%––
Parkside Financial Bank & Trust1,186$33.0K0.01%––
Carroll Financial Associates, Inc.1,200$33.0K0.00%––
Lindbrook Capital, LLC1,175$33.0K0.01%––
Loomis Sayles & Co L P1,249$35.0K0.00%––
IFP Advisors, Inc1,278$36.0K0.00%––
Fieldpoint Private Securities, LLC1,290$36.0K0.01%––
TCI Wealth Advisors, Inc.1,338$37.0K0.02%––
Rockefeller Capital Management L.P.1,447$40.0K0.00%––
NEXT Financial Group, Inc1,472$41.0K0.00%––
Human Investing LLC1,533$43.0K0.01%––
Asset Management One Co.,Ltd.1,694$47.0K0.00%––
SOA Wealth Advisors, LLC.1,813$50.0K0.01%––
South State Corp.1,928$54.0K0.01%––
Benjamin F. Edwards & Company, Inc.1,940$54.0K0.00%––
International Assets Investment Management, LLC2,102$54.0K0.01%––
TD Private Client Wealth LLC2,030$56.5K0.00%––
Cullen/Frost Bankers, Inc.2,100$58.0K0.00%––
Quadrant Capital Group LLC2,137$59.0K0.01%––
Sageworth Trust Co2,289$64.0K0.01%––
Valeo Financial Advisors, LLC2,446$68.0K0.00%––
Eaton Vance Management2,606$73.0K0.00%––
Harvest Fund Management Co., Ltd2,651$74.0K0.01%––
Federation des caisses Desjardins du Quebec2,679$74.6K0.00%––
James Investment Research Inc3,000$83.0K0.01%––
Parallel Advisors, LLC3,035$84.0K0.00%––
Ameritas Investment Partners, Inc.3,122$87.0K0.00%––
Leonteq Securities AG3,368$93.7K0.01%––
JJJ Advisors Inc.3,473$97.0K0.04%––
Toth Financial Advisory Corp3,906$109.0K0.02%––
Berman Capital Advisors, LLC4,181$116.0K0.02%––