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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
Neuberger Berman Group LLC21,858$561.0K0.00%––
Cresset Asset Management, LLC20,482$570.0K0.01%––
Quantinno Capital Management LP20,746$577.0K0.63%––
Zurcher Kantonalbank (Zurich Cantonalbank)21,766$606.0K0.00%––
Stephens Inc21,805$607.0K0.01%––
Hollencrest Capital Management22,035$613.0K0.06%––
Marshall Wace, LLP22,131$616.0K0.00%––
Sullivan, Bruyette, Speros & Blaney, LLC22,138$616.0K0.03%––
WBI Investments22,442$625.0K0.10%––
Teacher Retirement System of Texas22,779$634.0K0.00%––
Brooks, Moore & Associates, Inc.23,091$643.0K0.44%––
Walleye Trading LLC23,539$655.0K0.02%––
Signaturefd, LLC23,536$655.0K0.03%––
Tower Research Capital LLC (TRC)23,762$661.0K0.01%––
LS Investment Advisors, LLC23,952$667.0K0.04%––
B. Metzler seel. Sohn & Co. Holding AG23,951$667.0K0.01%––
Abacus Planning Group, Inc.24,298$676.0K0.22%––
Group One Trading, L.P.24,350$678.0K0.01%––
Wolverine Trading, LLC24,450$683.0K0.01%––
P.A.W. Capital Corp25,000$696.0K0.61%––
Snow Capital Management LP25,000$696.0K0.10%––
Metropolitan Life Insurance Co25,153$700.0K0.01%––
SummerHaven Investment Management, LLC25,251$703.0K0.43%––
Commonwealth of Pennsylvania Public School Empls Retrmt Sys25,480$709.0K0.01%––
Engineers Gate Manager LP25,623$713.0K0.04%––
State of Wisconsin Investment Board25,887$720.0K0.00%––
Natixis Advisors, L.P.26,023$724.0K0.00%––
Amalgamated Bank26,102$726.0K0.03%––
Mutual of America Capital Management LLC26,380$734.0K0.01%––
Corient Capital Partners, LLC26,618$741.0K0.06%––
Creative Planning26,962$750.0K0.00%––
Hartford Investment Management Co27,041$753.0K0.02%––
Naples Global Advisors, LLC27,795$774.0K0.12%––
Handelsbanken Fonder AB28,007$779.0K0.00%––
NJ State Employees Deferred Compensation Plan28,000$779.0K0.11%––
Illinois Municipal Retirement Fund28,146$783.0K0.03%––
Kovack Advisors, Inc.28,340$789.0K0.10%––
Public Employees Retirement Association of Colorado28,963$806.0K0.00%––
Prelude Capital Management, LLC29,467$820.0K0.06%––
AlphaCrest Capital Management LLC29,723$827.0K0.05%––
Carret Asset Management, LLC30,270$842.0K0.10%––
Sigma Planning Corp30,722$855.0K0.03%––
Legg Mason Asset Management (Japan) Co., Ltd.31,337$872.0K0.95%––
State of Alaska, Department of Revenue31,920$888.0K0.01%––
Brookstone Capital Management32,203$896.0K0.03%––
Victory Capital Management Inc32,767$912.0K0.00%––
Quadrature Capital Ltd32,869$915.0K0.04%––
AMP Capital Investors Ltd33,043$921.0K0.00%––
Texas Permanent School Fund34,020$947.0K0.01%––
Pictet Asset Management Ltd34,761$967.0K0.00%––
Mirae Asset Global Investments Co., Ltd.35,613$991.0K0.00%––
American National Insurance Co35,920$1.00M0.04%––
Moody National Bank Trust Division35,920$1.00M0.02%––
State of Tennessee, Treasury Department36,226$1.01M0.00%––
Trilogy Capital Inc.36,401$1.01M0.08%––
SEI Investments Co48,404$1.02M0.00%––
Sculati Wealth Management, LLC37,032$1.03M0.59%––
Investors Research Corp37,300$1.04M0.39%––
Trexquant Investment LP37,396$1.04M0.10%––
Kendall Capital Management37,650$1.05M0.65%––
Oppenheimer & Co Inc38,672$1.08M0.02%––
Scotia Capital Inc.39,589$1.10M0.01%––
Great West Life Assurance Co41,022$1.14M0.00%––
Cambridge Investment Research Advisors, Inc.41,446$1.15M0.01%––
Quantbot Technologies LP42,092$1.17M0.11%––
Comerica Bank41,007$1.18M0.01%––
TD Asset Management Inc42,385$1.18M0.00%––
Kelly Lawrence W & Associates Inc43,275$1.21M0.29%––
Convergence Investment Partners, LLC43,901$1.22M0.56%––
Diametric Capital, LP44,374$1.24M0.94%––
Mork Capital Management, LLC44,600$1.24M0.95%––
Integrated Wealth Concepts LLC44,830$1.25M0.05%––
Westpac Banking Corp45,871$1.28M0.01%––
STRS Ohio46,948$1.31M0.00%––
Fulton Bank, N.A.46,922$1.31M0.07%––
ExodusPoint Capital Management, LP48,301$1.34M0.03%––
MetLife Investment Management48,548$1.35M0.01%––
Dynamic Technology Lab Private Ltd48,734$1.36M0.15%––
Essex Investment Management Co LLC48,820$1.36M0.17%––
Anchor Investment Management, LLC49,403$1.37M0.21%––
Ensign Peak Advisors, Inc49,833$1.39M0.00%––
State of Michigan Retirement System51,160$1.42M0.01%––
Federated Hermes, Inc.51,356$1.43M0.00%––
Crossmark Global Holdings, Inc.51,451$1.43M0.04%––
Advisor Partners LLC52,090$1.45M0.10%––
Canada Pension Plan Investment Board53,000$1.48M0.00%––
Nisa Investment Advisors, LLC53,776$1.50M0.01%––
Miller Value Partners, LLC54,485$1.52M0.04%––
Los Angeles Capital Management LLC54,614$1.52M0.01%––
The PNC Financial Services Group, Inc.55,011$1.53M0.00%––
Cipher Capital LP55,060$1.53M0.18%––
Paloma Partners Management Co55,964$1.56M0.05%––
Ossiam57,486$1.60M0.05%––
BKD Wealth Advisors, LLC58,252$1.62M0.08%––
CIBC World Markets Corp58,404$1.63M0.01%––
Arizona State Retirement System59,286$1.65M0.01%––
BDO Wealth Advisors, LLC59,492$1.66M0.20%––
Arnhold LLC60,000$1.67M0.20%––
Aviance Capital Partners, LLC60,890$1.70M0.33%––
Tudor Investment Corp Et Al61,079$1.70M0.04%––