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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
Pacer Advisors, Inc.12,418$346.0K0.01%––
Fortem Financial Group, LLC12,292$342.0K0.20%––
Bayesian Capital Management, LP11,731$326.0K0.07%––
Financial Advisory Service, Inc.11,270$314.0K0.03%––
Headinvest, LLC11,245$312.0K0.06%––
Pathstone Family Office, LLC11,134$310.0K0.01%––
Worldquant Millennium Advisors LLC11,127$310.0K0.01%––
Contravisory Investment Management, Inc.11,106$309.0K0.10%––
Relative Value Partners Group, LLC11,050$308.0K0.03%––
M&T Bank Corp10,911$303.0K0.00%––
Renaissance Group LLC10,824$301.0K0.01%––
Patten Group, Inc.10,801$301.0K0.10%––
World Asset Management Inc10,603$300.0K0.03%––
Maverick Capital LtdSuperinvestorMaverick Capital10,704$298.0K0.00%––
Utah Retirement Systems10,600$295.0K0.00%––
Caxton Associates LP10,552$294.0K0.03%––
Echo Street Capital Management LLC10,570$294.0K0.00%––
Verition Fund Management LLC10,554$294.0K0.01%––
Cutler Group LP10,441$290.0K0.02%––
Shell Asset Management Co10,310$287.0K0.01%––
Edge Capital Group, LLC10,055$280.0K0.02%––
Private Advisor Group, LLC9,419$262.0K0.00%––
Old National Bancorp9,356$260.0K0.01%––
Northwestern Mutual Investment Management Company, LLC9,235$257.0K0.00%––
HM Payson & Co9,214$256.0K0.01%––
Wealthsource Partners, LLC9,173$255.0K0.03%––
Atlantic Union Bankshares Corp8,900$248.0K0.03%––
KBC Group NV8,881$247.0K0.00%––
Mercer Global Advisors Inc8,834$246.0K0.00%––
Pinnacle Financial Partners Inc8,595$239.0K0.01%––
Xponance, Inc.8,581$239.0K0.01%––
Northwestern Mutual Wealth Management Co8,535$238.0K0.00%––
Wetherby Asset Management Inc8,398$234.0K0.02%––
United Capital Financial Advisers, LLC8,221$229.0K0.00%––
Ieq Capital, LLC8,234$229.0K0.01%––
Great Lakes Advisors, LLC8,176$228.0K0.00%––
Sowell Financial Services LLC7,580$228.0K0.01%––
Howland Capital Management LLC8,000$223.0K0.01%––
Ballentine Partners, LLC7,890$220.0K0.01%––
Legal Advantage Investments, Inc.7,850$218.0K0.16%––
AE Wealth Management LLC7,675$214.0K0.00%––
Rockland Trust Co7,648$213.0K0.02%––
Mutual Advisors, LLC7,571$211.0K0.01%––
Icon Wealth Partners, LLC7,558$210.0K0.03%––
Cutter & CO Brokerage, Inc.7,434$207.0K0.05%––
Savant Capital, LLC7,243$202.0K0.01%––
Bailard, Inc.7,217$201.0K0.01%––
Measured Wealth Private Client Group, LLC7,211$201.0K0.07%––
Cigna Investments Inc7,190$200.0K0.01%––
Hanson & Doremus Investment Management6,691$186.0K0.04%––
Fifth Third Bancorp6,491$181.0K0.00%––
Geneos Wealth Management Inc.6,006$169.0K0.00%––
Patriot Financial Group Insurance Agency, LLC5,852$163.0K0.04%––
Wolverine Asset Management LLC5,260$146.0K0.00%––
Bessemer Group Inc5,160$144.0K0.00%––
CSat Investment Advisory, L.P.4,785$133.0K0.11%––
FourThought Financial, LLC4,681$130.0K0.02%––
Proequities, Inc.4,563$127.0K0.01%––
HHM Wealth Advisors, LLC4,511$126.0K0.04%––
Berman Capital Advisors, LLC4,181$116.0K0.02%––
Toth Financial Advisory Corp3,906$109.0K0.02%––
JJJ Advisors Inc.3,473$97.0K0.04%––
Leonteq Securities AG3,368$93.7K0.01%––
Ameritas Investment Partners, Inc.3,122$87.0K0.00%––
Parallel Advisors, LLC3,035$84.0K0.00%––
James Investment Research Inc3,000$83.0K0.01%––
Federation des caisses Desjardins du Quebec2,679$74.6K0.00%––
Harvest Fund Management Co., Ltd2,651$74.0K0.01%––
Eaton Vance Management2,606$73.0K0.00%––
Valeo Financial Advisors, LLC2,446$68.0K0.00%––
Sageworth Trust Co2,289$64.0K0.01%––
Quadrant Capital Group LLC2,137$59.0K0.01%––
Cullen/Frost Bankers, Inc.2,100$58.0K0.00%––
TD Private Client Wealth LLC2,030$56.5K0.00%––
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%––
SOA Wealth Advisors, LLC.1,813$50.0K0.01%––
Asset Management One Co.,Ltd.1,694$47.0K0.00%––
Human Investing LLC1,533$43.0K0.01%––
NEXT Financial Group, Inc1,472$41.0K0.00%––
Rockefeller Capital Management L.P.1,447$40.0K0.00%––
TCI Wealth Advisors, Inc.1,338$37.0K0.02%––
IFP Advisors, Inc1,278$36.0K0.00%––
Fieldpoint Private Securities, LLC1,290$36.0K0.01%––
Loomis Sayles & Co L P1,249$35.0K0.00%––
Parkside Financial Bank & Trust1,186$33.0K0.01%––
Carroll Financial Associates, Inc.1,200$33.0K0.00%––
Lindbrook Capital, LLC1,175$33.0K0.01%––
CWM, LLC1,142$32.0K0.00%––
Founders Capital Management1,134$32.0K0.02%––
Cranbrook Wealth Management, LLC1,082$30.0K0.01%––
Hoey Investments, Inc1,050$29.0K0.01%––
Huntington National Bank1,000$28.0K0.00%––
Institutional & Family Asset Management, LLC1,000$28.0K0.01%––
Norway Savings Bank979$27.0K0.01%––
Retirement Group, LLC1,000$27.0K0.01%––
Daiwa Securities Group Inc.931$26.0K0.00%––
MBM Wealth Consultants, LLC870$24.0K0.01%––
American Portfolios Advisors858$23.9K0.00%––