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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
HHM Wealth Advisors, LLC4,511$126.0K0.04%––
Proequities, Inc.4,563$127.0K0.01%––
FourThought Financial, LLC4,681$130.0K0.02%––
CSat Investment Advisory, L.P.4,785$133.0K0.11%––
Bessemer Group Inc5,160$144.0K0.00%––
Wolverine Asset Management LLC5,260$146.0K0.00%––
Patriot Financial Group Insurance Agency, LLC5,852$163.0K0.04%––
Geneos Wealth Management Inc.6,006$169.0K0.00%––
Fifth Third Bancorp6,491$181.0K0.00%––
Hanson & Doremus Investment Management6,691$186.0K0.04%––
Cigna Investments Inc7,190$200.0K0.01%––
Bailard, Inc.7,217$201.0K0.01%––
Measured Wealth Private Client Group, LLC7,211$201.0K0.07%––
Savant Capital, LLC7,243$202.0K0.01%––
Cutter & CO Brokerage, Inc.7,434$207.0K0.05%––
Icon Wealth Partners, LLC7,558$210.0K0.03%––
Mutual Advisors, LLC7,571$211.0K0.01%––
Rockland Trust Co7,648$213.0K0.02%––
AE Wealth Management LLC7,675$214.0K0.00%––
Legal Advantage Investments, Inc.7,850$218.0K0.16%––
Ballentine Partners, LLC7,890$220.0K0.01%––
Howland Capital Management LLC8,000$223.0K0.01%––
Great Lakes Advisors, LLC8,176$228.0K0.00%––
Sowell Financial Services LLC7,580$228.0K0.01%––
United Capital Financial Advisers, LLC8,221$229.0K0.00%––
Ieq Capital, LLC8,234$229.0K0.01%––
Wetherby Asset Management Inc8,398$234.0K0.02%––
Northwestern Mutual Wealth Management Co8,535$238.0K0.00%––
Pinnacle Financial Partners Inc8,595$239.0K0.01%––
Xponance, Inc.8,581$239.0K0.01%––
Mercer Global Advisors Inc8,834$246.0K0.00%––
KBC Group NV8,881$247.0K0.00%––
Atlantic Union Bankshares Corp8,900$248.0K0.03%––
Wealthsource Partners, LLC9,173$255.0K0.03%––
HM Payson & Co9,214$256.0K0.01%––
Northwestern Mutual Investment Management Company, LLC9,235$257.0K0.00%––
Old National Bancorp9,356$260.0K0.01%––
Private Advisor Group, LLC9,419$262.0K0.00%––
Edge Capital Group, LLC10,055$280.0K0.02%––
Shell Asset Management Co10,310$287.0K0.01%––
Cutler Group LP10,441$290.0K0.02%––
Caxton Associates LP10,552$294.0K0.03%––
Echo Street Capital Management LLC10,570$294.0K0.00%––
Verition Fund Management LLC10,554$294.0K0.01%––
Utah Retirement Systems10,600$295.0K0.00%––
Maverick Capital LtdSuperinvestorMaverick Capital10,704$298.0K0.00%––
World Asset Management Inc10,603$300.0K0.03%––
Renaissance Group LLC10,824$301.0K0.01%––
Patten Group, Inc.10,801$301.0K0.10%––
M&T Bank Corp10,911$303.0K0.00%––
Relative Value Partners Group, LLC11,050$308.0K0.03%––
Contravisory Investment Management, Inc.11,106$309.0K0.10%––
Pathstone Family Office, LLC11,134$310.0K0.01%––
Worldquant Millennium Advisors LLC11,127$310.0K0.01%––
Headinvest, LLC11,245$312.0K0.06%––
Financial Advisory Service, Inc.11,270$314.0K0.03%––
Bayesian Capital Management, LP11,731$326.0K0.07%––
Fortem Financial Group, LLC12,292$342.0K0.20%––
Pacer Advisors, Inc.12,418$346.0K0.01%––
Wealthspire Advisors, LLC12,461$347.0K0.01%––
Louisiana State Employees Retirement System12,600$351.0K0.01%––
Siemens Fonds Invest GmbH12,625$351.0K0.03%––
AlphaCentric Advisors LLC12,633$352.0K0.12%––
Kentucky Retirement Systems12,671$353.0K0.02%––
Pitcairn Co12,990$362.0K0.03%––
Neumann Capital Management, LLC13,018$362.0K0.17%––
New Mexico Educational Retirement Board13,062$364.0K0.01%––
XML Financial, LLC13,200$367.0K0.09%––
Kestra Advisory Services, LLC13,314$371.0K0.00%––
Commerce Bank13,439$374.0K0.00%––
ING Groep NV13,489$375.0K0.01%––
Wedge Capital Management L L P13,578$378.0K0.00%––
Jacobi Capital Management LLC13,820$385.0K0.06%––
Old Port Advisors14,087$392.0K0.15%––
J.W. Cole Advisors, Inc.14,162$394.0K0.04%––
Brasada Capital Management, LP15,000$417.0K0.09%––
V Wealth Advisors LLC15,127$421.0K0.08%––
People's United Financial, Inc.15,180$422.0K0.01%––
Centiva Capital, LP15,171$422.0K0.06%––
CWM Advisors, LLC15,538$432.0K0.07%––
O'Shaughnessy Asset Management, LLC15,718$437.0K0.01%––
Teachers Retirement System of the State of Kentucky16,000$445.0K0.00%––
Maryland State Retirement & Pension System16,191$451.0K0.02%––
Versor Investments LP16,318$454.0K0.03%––
Cadence Bank NA16,436$458.0K0.14%––
Oregon Public Employees Retirement Fund16,753$466.0K0.01%––
First Republic Investment Management, Inc.16,774$467.0K0.00%––
Securian Asset Management, Inc17,203$479.0K0.01%––
Dumont & Blake Investment Advisors LLC17,210$479.0K0.15%––
Financial Advisors Network, Inc.17,203$479.0K0.15%––
CIBC Asset Management Inc17,809$496.0K0.00%––
DuPont Capital Management Corp17,862$497.0K0.01%––
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.18,007$501.0K0.00%––
Glenmede Trust Co NA18,102$503.0K0.00%––
Copperwynd Financial, LLC18,212$507.0K0.23%––
Stifel Financial Corp18,870$525.0K0.00%––
Patten & Patten Inc18,933$527.0K0.04%––
Foster & Motley Inc18,944$527.0K0.05%––
Point72 Hong Kong Ltd19,236$535.0K0.04%––
Public Sector Pension Investment Board19,289$537.0K0.00%––