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, Q2 2021
Institutional positions in Unum Group as of Jun 30, 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
- 451
- −4 vs. Q1 2021
- Shares held
- 171.7M
- +4.21M (+2.5%) vs. Q1 2021
- Total value
- $4.88B
- +$216.3M (+4.6%) vs. Q1 2021
- New holders
- 54
- 181 more added
- Sold out
- 58
- 146 more reduced
4 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 766 | $12.6B |
| Q1 2026 | 702 | $9.25B |
| Q4 2025 | 699 | $11.3B |
| Q3 2025 | 674 | $10.4B |
| Q2 2025 | 736 | $12.3B |
| Q1 2025 | 729 | $12.6B |
| Q4 2024 | 685 | $11.3B |
| Q3 2024 | 625 | $9.30B |
| Q2 2024 | 579 | $8.25B |
| Q1 2024 | 580 | $8.87B |
| Q4 2023 | 572 | $7.51B |
| Q3 2023 | 580 | $8.14B |
| Q2 2023 | 557 | $7.97B |
| Q1 2023 | 527 | $6.65B |
| Q4 2022 | 528 | $6.94B |
| Q3 2022 | 492 | $6.59B |
| Q2 2022 | 487 | $5.76B |
| Q1 2022 | 466 | $5.36B |
| Q4 2021 | 444 | $4.09B |
| Q3 2021 | 459 | $4.18B |
| Q2 2021 | 451 | $4.88B |
| Q1 2021 | 459 | $4.67B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Unum Group; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Baystate Wealth Management LLC | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 6 | $0 | 0.00% | +6 | New |
| Liberty Wealth Management LLC | 1 | $0 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | – | $85 | 0.00% | – | New |
| Column Capital Advisors, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 21 | $1.00K | 0.00% | +21 | New |
| C M Bidwell & Associates Ltd | 35 | $1.00K | 0.00% | +35 | New |
| MV Capital Management, Inc. | 33 | $1.00K | 0.00% | +33 | New |
| Earnest Partners LLC | 81 | $2.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 74 | $2.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 65 | $2.00K | 0.00% | +1+1.6% | Added |
| Syverson Strege & Co | 84 | $2.00K | 0.00% | +1+1.2% | Added |
| CX Institutional | 73 | $2.00K | 0.00% | +10+15.9% | Added |
| Arkadios Wealth Advisors | 80 | $2.00K | 0.00% | +1+1.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 72 | $2.00K | 0.00% | +72 | New |
| Caldwell Trust Co | 77 | $2.19K | 0.00% | +77 | New |
| Massmutual Trust Co FSB | 109 | $3.00K | 0.00% | −700−86.5% | Reduced |
| Enterprise Financial Services Corp | 96 | $3.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 118 | $3.00K | 0.00% | 00.0% | Unchanged |
| San Francisco Sentry Investment Group (Ca) | 91 | $3.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 112 | $3.00K | 0.00% | −6−5.1% | Reduced |
| Princeton Global Asset Management LLC | 150 | $4.00K | 0.00% | −150−50.0% | Reduced |
| Farmers & Merchants Investments Inc | 148 | $4.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 127 | $4.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 183 | $5.00K | 0.00% | −817−81.7% | Reduced |
| Manchester Capital Management LLC | 169 | $5.00K | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 170 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 207 | $5.88K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 218 | $6.00K | 0.00% | −136−38.4% | Reduced |
| Ellevest, Inc. | 207 | $6.00K | 0.00% | −37−15.2% | Reduced |
| BBVA USA | 203 | $6.00K | 0.00% | +203 | New |
| Global Retirement Partners, LLC | 217 | $6.00K | 0.00% | +217 | New |
| Charter Oak Capital Management, LLC | 226 | $6.00K | 0.00% | +226 | New |
| Tradition Wealth Management, LLC | 200 | $6.00K | 0.00% | +200 | New |
| Oakworth Capital, Inc. | 251 | $7.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 242 | $7.00K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 247 | $7.00K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 256 | $7.00K | 0.01% | +256 | New |
| First Horizon Corp | 313 | $8.00K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 285 | $8.00K | 0.00% | +2+0.7% | Added |
| Heritage Wealth Advisors | 304 | $8.63K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 316 | $9.00K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 346 | $10.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 400 | $11.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 382 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 392 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 392 | $11.1K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 428 | $12.0K | 0.00% | −127−22.9% | Reduced |
| FinTrust Capital Advisors, LLC | 442 | $13.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 450 | $13.0K | 0.01% | +450 | New |
| Accel Wealth Management | 500 | $14.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 480 | $14.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 525 | $15.0K | 0.00% | +111+26.8% | Added |
| Federated Hermes, Inc. | 652 | $19.0K | 0.00% | −50,704−98.7% | Reduced |
| DekaBank Deutsche Girozentrale | 678 | $19.0K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 658 | $19.0K | 0.00% | +658 | New |
| Strategic Blueprint, LLC | 712 | $20.0K | 0.00% | +712 | New |
| First Mercantile Trust Co | 724 | $21.0K | 0.00% | −82−10.2% | Reduced |
| Glassman Wealth Services | 731 | $21.0K | 0.00% | +23+3.2% | Added |
| Gemmer Asset Management LLC | 801 | $23.0K | 0.00% | +28+3.6% | Added |
| Riverview Trust Co | 800 | $23.0K | 0.02% | +800 | New |
| Capstone Investment Advisors, LLC | 828 | $24.0K | 0.00% | +828 | New |
| American Portfolios Advisors | 858 | $24.4K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 870 | $25.0K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 1,000 | $27.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 955 | $27.0K | 0.00% | +955 | New |
| Norway Savings Bank | 979 | $28.0K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1,024 | $29.0K | 0.00% | −225−18.0% | Reduced |
| Concord Wealth Partners | 1,029 | $29.0K | 0.01% | +838+438.7% | Added |
| Hoey Investments, Inc | 1,050 | $30.0K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,082 | $31.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 1,142 | $32.0K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 1,169 | $33.0K | 0.00% | −4,091−77.8% | Reduced |
| Lindbrook Capital, LLC | 1,175 | $33.0K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 1,145 | $33.0K | 0.02% | +11+1.0% | Added |
| Carroll Financial Associates, Inc. | 1,209 | $34.0K | 0.00% | +9+0.8% | Added |
| NN Investment Partners Holdings N.V. | 1,200 | $34.0K | 0.00% | +1,200 | New |
| Parkside Financial Bank & Trust | 1,251 | $36.0K | 0.01% | +65+5.5% | Added |
| Compagnie Lombard Odier SCmA | 1,350 | $38.0K | 0.00% | +1,350 | New |
| Fieldpoint Private Securities, LLC | 1,460 | $39.0K | 0.01% | +170+13.2% | Added |
| Rockefeller Capital Management L.P. | 1,441 | $40.0K | 0.00% | −6−0.4% | Reduced |
| Daiwa Securities Group Inc. | 1,391 | $40.0K | 0.00% | +460+49.4% | Added |
| Huntington National Bank | 1,463 | $41.0K | 0.00% | +463+46.3% | Added |
| Sugarloaf Wealth Management, LLC | 1,472 | $42.0K | 0.01% | +759+106.5% | Added |
| TCI Wealth Advisors, Inc. | 1,595 | $45.0K | 0.01% | +257+19.2% | Added |
| Quadrant Capital Group LLC | 1,838 | $52.0K | 0.01% | −299−14.0% | Reduced |
| South State Corp. | 1,928 | $55.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,940 | $55.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2,049 | $58.2K | 0.00% | +19+0.9% | Added |
| Cullen/Frost Bankers, Inc. | 2,100 | $60.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 2,289 | $65.0K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 2,709 | $77.0K | 0.04% | +2,709 | New |
| James Investment Research Inc | 3,000 | $85.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 3,057 | $86.0K | 0.02% | +1,244+68.6% | Added |
| Federation des caisses Desjardins du Quebec | 3,114 | $88.4K | 0.00% | +435+16.2% | Added |
| Leonteq Securities AG | 3,126 | $88.8K | 0.01% | −242−7.2% | Reduced |
| Ameritas Investment Partners, Inc. | 3,122 | $89.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 3,286 | $93.0K | 0.01% | −7,155−68.5% | Reduced |