Skip to main content

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
Schonfeld Strategic Advisors LLC61,800$1.72M0.02%––
Kingsview Wealth Management, LLC61,122$1.72M0.10%––
Greenleaf Trust61,955$1.72M0.02%––
American International Group, Inc.62,710$1.75M0.01%––
First Citizens Bank & Trust Co63,884$1.78M0.08%––
Magnetar Financial LLC69,451$1.93M0.02%––
PEAK6 Investments LLC70,741$1.97M0.05%––
Auxier Asset Management70,937$1.97M0.34%––
Captrust Financial Advisors71,085$1.98M0.02%––
Livforsakringsbolaget Skandia, Omsesidigt71,400$1.99M0.14%––
Meeder Asset Management Inc72,619$2.02M0.10%––
Treasurer of the State of North Carolina74,563$2.08M0.01%––
Healthcare of Ontario Pension Plan Trust Fund76,521$2.13M0.01%––
Envestnet Asset Management Inc76,805$2.14M0.00%––
Brandywine Global Investment Management, LLC77,447$2.15M0.02%––
Holocene Advisors, LP77,839$2.17M0.01%––
Raymond James Financial Services Advisors, Inc.77,929$2.17M0.00%––
Cambria Investment Management, L.P.78,648$2.19M0.44%––
Hancock Whitney Corp83,470$2.32M0.08%––
Macquarie Group Ltd85,868$2.39M0.00%––
ProShare Advisors LLC87,721$2.44M0.01%––
Advisory Services Network, LLC88,668$2.47M0.09%––
HighTower Advisors, LLC91,634$2.55M0.01%––
CIBC World Markets Inc.95,099$2.65M0.01%––
Toronto Dominion Bank98,391$2.74M0.00%––
Man Group plc99,452$2.77M0.01%––
SG Americas Securities, LLC99,756$2.78M0.02%––
Vestcor Inc100,300$2.79M0.10%––
Vident Investment Advisory, LLC100,553$2.80M0.09%––
State of New Jersey Common Pension Fund D102,121$2.84M0.01%––
Balasa Dinverno & Foltz LLC102,811$2.86M0.23%––
BNP Paribas Arbitrage, SA104,378$2.90M0.01%––
Janney Montgomery Scott LLC105,242$2.93M0.01%––
Hussman Strategic Advisors, Inc.108,000$3.01M0.62%––
Bank of Nova Scotia109,585$3.05M0.01%––
Standard Life Aberdeen plc112,108$3.12M0.01%––
Jane Street Group, LLC113,456$3.16M0.01%––
Susquehanna International Group, LLP115,126$3.20M0.00%––
Cinctive Capital Management LP118,901$3.31M0.21%––
Guggenheim Capital LLC119,258$3.32M0.02%––
Alaska Permanent Fund Corp123,100$3.43M0.06%––
US Bancorp123,489$3.44M0.01%––
LPL Financial LLC124,613$3.47M0.00%––
Impax Asset Management Group plc125,405$3.49M0.02%––
Dai-Ichi Life Insurance Company, Ltd130,000$3.62M0.05%––
Bokf, NA130,667$3.64M0.07%––
Cornercap Investment Counsel Inc131,509$3.66M0.41%––
Squarepoint Ops LLC133,364$3.71M0.03%––
Rafferty Asset Management, LLC134,319$3.74M0.03%––
Renaissance Technologies LLC136,400$3.80M0.00%––
Franklin Resources Inc136,578$3.80M0.00%––
Public Employees Retirement System of Ohio136,579$3.80M0.02%––
Chevy Chase Trust Holdings, Inc.136,733$3.81M0.01%––
Barnett & Company, Inc.137,600$3.83M2.04%––
ARGI Investment Services, LLC140,978$3.92M0.14%––
Evergreen Capital Management LLC145,307$4.04M0.21%––
First Horizon Advisors, Inc.145,865$4.06M0.23%––
Leuthold Group, LLC147,750$4.11M0.52%––
Advisor Group Holdings, Inc.151,116$4.21M0.01%––
Wealthfront Advisers LLC152,882$4.25M0.02%––
Brookfield Asset Management Inc.153,133$4.26M0.02%––
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main156,384$4.35M0.01%––
Russell Investments Group, Ltd.161,361$4.49M0.01%––
Amundi Asset Management US, Inc.161,424$4.49M0.00%––
Burney Co168,300$4.68M0.23%––
Voya Investment Management LLC168,718$4.70M0.01%––
Qube Research & Technologies Ltd172,380$4.80M0.08%––
QS Investors, LLC172,435$4.80M0.06%––
HSBC Holdings PLC173,909$4.86M0.01%––
Prudential Financial Inc188,744$5.25M0.01%––
Bank of Montreal201,507$5.49M0.00%––
Swiss Life Asset Management Ltd197,886$5.51M0.08%––
Natixis200,027$5.57M0.02%––
Susquehanna Fundamental Investments, LLC219,344$6.10M0.10%––
McGowan Group Asset Management, Inc.222,422$6.19M1.01%––
Gilman Hill Asset Management, LLC225,482$6.28M1.74%––
Credit Suisse AG229,318$6.38M0.00%––
Putnam Investments LLC229,457$6.39M0.01%––
HRT Financial LP230,411$6.41M0.06%––
State Board of Administration of Florida Retirement System231,021$6.43M0.01%––
New York State Common Retirement Fund231,597$6.45M0.01%––
Point72 Asset Management, L.P.236,100$6.57M0.03%––
Adage Capital Partners GP, L.L.C.244,000$6.79M0.01%––
Churchill Management Corp249,955$6.96M0.11%––
Gateway Investment Advisers LLC253,120$7.04M0.08%––
American Century Companies Inc261,592$7.28M0.01%––
Raymond James & Associates269,785$7.51M0.01%––
Citigroup Inc270,489$7.53M0.01%––
Clearbridge Investments, LLC271,111$7.54M0.01%––
Commonwealth Equity Services, LLC275,938$7.68M0.02%––
Prana Capital Management, LP275,977$7.68M0.63%––
Ci Investments Inc.280,055$7.79M0.03%––
Mitsubishi UFJ Trust & Banking Corp366,365$8.40M0.02%––
New York State Teachers Retirement System313,993$8.74M0.02%––
JPMorgan Chase & Co316,587$8.81M0.00%––
Freemont Management S.A.320,000$8.91M1.47%––
Panagora Asset Management Inc323,120$8.99M0.05%––
Retirement Systems of Alabama336,490$9.37M0.04%––
Cubist Systematic Strategies, LLC336,604$9.37M0.12%––
Storebrand Asset Management AS346,260$9.64M0.05%––