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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
Advisor Group Holdings, Inc.151,116$4.21M0.01%––
Leuthold Group, LLC147,750$4.11M0.52%––
First Horizon Advisors, Inc.145,865$4.06M0.23%––
Evergreen Capital Management LLC145,307$4.04M0.21%––
ARGI Investment Services, LLC140,978$3.92M0.14%––
Barnett & Company, Inc.137,600$3.83M2.04%––
Chevy Chase Trust Holdings, Inc.136,733$3.81M0.01%––
Franklin Resources Inc136,578$3.80M0.00%––
Public Employees Retirement System of Ohio136,579$3.80M0.02%––
Renaissance Technologies LLC136,400$3.80M0.00%––
Rafferty Asset Management, LLC134,319$3.74M0.03%––
Squarepoint Ops LLC133,364$3.71M0.03%––
Cornercap Investment Counsel Inc131,509$3.66M0.41%––
Bokf, NA130,667$3.64M0.07%––
Dai-Ichi Life Insurance Company, Ltd130,000$3.62M0.05%––
Impax Asset Management Group plc125,405$3.49M0.02%––
LPL Financial LLC124,613$3.47M0.00%––
US Bancorp123,489$3.44M0.01%––
Alaska Permanent Fund Corp123,100$3.43M0.06%––
Guggenheim Capital LLC119,258$3.32M0.02%––
Cinctive Capital Management LP118,901$3.31M0.21%––
Susquehanna International Group, LLP115,126$3.20M0.00%––
Jane Street Group, LLC113,456$3.16M0.01%––
Standard Life Aberdeen plc112,108$3.12M0.01%––
Bank of Nova Scotia109,585$3.05M0.01%––
Hussman Strategic Advisors, Inc.108,000$3.01M0.62%––
Janney Montgomery Scott LLC105,242$2.93M0.01%––
BNP Paribas Arbitrage, SA104,378$2.90M0.01%––
Balasa Dinverno & Foltz LLC102,811$2.86M0.23%––
State of New Jersey Common Pension Fund D102,121$2.84M0.01%––
Vident Investment Advisory, LLC100,553$2.80M0.09%––
Vestcor Inc100,300$2.79M0.10%––
SG Americas Securities, LLC99,756$2.78M0.02%––
Man Group plc99,452$2.77M0.01%––
Toronto Dominion Bank98,391$2.74M0.00%––
CIBC World Markets Inc.95,099$2.65M0.01%––
HighTower Advisors, LLC91,634$2.55M0.01%––
Advisory Services Network, LLC88,668$2.47M0.09%––
ProShare Advisors LLC87,721$2.44M0.01%––
Macquarie Group Ltd85,868$2.39M0.00%––
Hancock Whitney Corp83,470$2.32M0.08%––
Cambria Investment Management, L.P.78,648$2.19M0.44%––
Raymond James Financial Services Advisors, Inc.77,929$2.17M0.00%––
Holocene Advisors, LP77,839$2.17M0.01%––
Brandywine Global Investment Management, LLC77,447$2.15M0.02%––
Envestnet Asset Management Inc76,805$2.14M0.00%––
Healthcare of Ontario Pension Plan Trust Fund76,521$2.13M0.01%––
Treasurer of the State of North Carolina74,563$2.08M0.01%––
Meeder Asset Management Inc72,619$2.02M0.10%––
Livforsakringsbolaget Skandia, Omsesidigt71,400$1.99M0.14%––
Captrust Financial Advisors71,085$1.98M0.02%––
Auxier Asset Management70,937$1.97M0.34%––
PEAK6 Investments LLC70,741$1.97M0.05%––
Magnetar Financial LLC69,451$1.93M0.02%––
First Citizens Bank & Trust Co63,884$1.78M0.08%––
American International Group, Inc.62,710$1.75M0.01%––
Greenleaf Trust61,955$1.72M0.02%––
Kingsview Wealth Management, LLC61,122$1.72M0.10%––
Schonfeld Strategic Advisors LLC61,800$1.72M0.02%––
Tudor Investment Corp Et Al61,079$1.70M0.04%––
Aviance Capital Partners, LLC60,890$1.70M0.33%––
Arnhold LLC60,000$1.67M0.20%––
BDO Wealth Advisors, LLC59,492$1.66M0.20%––
Arizona State Retirement System59,286$1.65M0.01%––
CIBC World Markets Corp58,404$1.63M0.01%––
BKD Wealth Advisors, LLC58,252$1.62M0.08%––
Ossiam57,486$1.60M0.05%––
Paloma Partners Management Co55,964$1.56M0.05%––
Cipher Capital LP55,060$1.53M0.18%––
The PNC Financial Services Group, Inc.55,011$1.53M0.00%––
Los Angeles Capital Management LLC54,614$1.52M0.01%––
Miller Value Partners, LLC54,485$1.52M0.04%––
Nisa Investment Advisors, LLC53,776$1.50M0.01%––
Canada Pension Plan Investment Board53,000$1.48M0.00%––
Advisor Partners LLC52,090$1.45M0.10%––
Crossmark Global Holdings, Inc.51,451$1.43M0.04%––
Federated Hermes, Inc.51,356$1.43M0.00%––
State of Michigan Retirement System51,160$1.42M0.01%––
Ensign Peak Advisors, Inc49,833$1.39M0.00%––
Anchor Investment Management, LLC49,403$1.37M0.21%––
Essex Investment Management Co LLC48,820$1.36M0.17%––
Dynamic Technology Lab Private Ltd48,734$1.36M0.15%––
MetLife Investment Management48,548$1.35M0.01%––
ExodusPoint Capital Management, LP48,301$1.34M0.03%––
STRS Ohio46,948$1.31M0.00%––
Fulton Bank, N.A.46,922$1.31M0.07%––
Westpac Banking Corp45,871$1.28M0.01%––
Integrated Wealth Concepts LLC44,830$1.25M0.05%––
Mork Capital Management, LLC44,600$1.24M0.95%––
Diametric Capital, LP44,374$1.24M0.94%––
Convergence Investment Partners, LLC43,901$1.22M0.56%––
Kelly Lawrence W & Associates Inc43,275$1.21M0.29%––
Comerica Bank41,007$1.18M0.01%––
TD Asset Management Inc42,385$1.18M0.00%––
Quantbot Technologies LP42,092$1.17M0.11%––
Cambridge Investment Research Advisors, Inc.41,446$1.15M0.01%––
Great West Life Assurance Co41,022$1.14M0.00%––
Scotia Capital Inc.39,589$1.10M0.01%––
Oppenheimer & Co Inc38,672$1.08M0.02%––
Kendall Capital Management37,650$1.05M0.65%––