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 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 3,279 | $93.0K | 0.00% | +244+8.0% | Added |
| JJJ Advisors Inc. | 3,766 | $107.0K | 0.04% | +293+8.4% | Added |
| Brewin Dolphin Ltd | 4,000 | $113.6K | 0.01% | +4,000 | New |
| Toth Financial Advisory Corp | 4,003 | $114.0K | 0.02% | +97+2.5% | Added |
| IFP Advisors, Inc | 4,085 | $115.0K | 0.00% | +2,807+219.6% | Added |
| Tower Research Capital LLC (TRC) | 4,074 | $116.0K | 0.00% | −19,688−82.9% | Reduced |
| Asset Management One Co.,Ltd. | 4,286 | $121.0K | 0.00% | +2,592+153.0% | Added |
| Deseret Mutual Benefit Administrators | 4,376 | $124.0K | 0.03% | +4,376 | New |
| Berman Capital Advisors, LLC | 4,412 | $125.0K | 0.02% | +231+5.5% | Added |
| International Assets Investment Management, LLC | 14,106 | $127.0K | 0.02% | +12,004+571.1% | Added |
| Proequities, Inc. | 4,563 | $130.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 4,593 | $130.0K | 0.04% | +82+1.8% | Added |
| FourThought Financial, LLC | 4,681 | $132.0K | 0.02% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 6,016 | $173.0K | 0.02% | +3,365+126.9% | Added |
| Patriot Financial Group Insurance Agency, LLC | 6,187 | $176.0K | 0.03% | +335+5.7% | Added |
| Bessemer Group Inc | 6,671 | $190.0K | 0.00% | +1,511+29.3% | Added |
| Fifth Third Bancorp | 6,729 | $191.0K | 0.00% | +238+3.7% | Added |
| Cutter & CO Brokerage, Inc. | 7,261 | $206.0K | 0.05% | −173−2.3% | Reduced |
| Flagship Harbor Advisors, LLC | 7,428 | $211.0K | 0.02% | +7,428 | New |
| Diametric Capital, LP | 7,531 | $214.0K | 0.15% | −36,843−83.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 7,539 | $214.0K | 0.02% | +7,539 | New |
| AE Wealth Management LLC | 7,566 | $215.0K | 0.00% | −109−1.4% | Reduced |
| Investors Asset Management of Georgia Inc | 7,575 | $215.0K | 0.12% | +7,575 | New |
| B. Metzler seel. Sohn & Co. Holding AG | 7,612 | $216.0K | 0.00% | −16,339−68.2% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 7,766 | $221.0K | 0.01% | +7,766 | New |
| Ballentine Partners, LLC | 7,918 | $225.0K | 0.01% | +28+0.4% | Added |
| United Capital Financial Advisers, LLC | 7,970 | $226.0K | 0.00% | −251−3.1% | Reduced |
| Howland Capital Management LLC | 8,000 | $227.0K | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 8,109 | $230.0K | 0.00% | −105,347−92.9% | Reduced |
| SG Americas Securities, LLC | 8,093 | $230.0K | 0.00% | −91,663−91.9% | Reduced |
| Simplex Trading, LLC | 8,153 | $231.0K | 0.01% | +8,153 | New |
| Mutual Advisors, LLC | 8,187 | $233.0K | 0.01% | +616+8.1% | Added |
| Atlantic Union Bankshares Corp | 8,500 | $241.0K | 0.02% | −400−4.5% | Reduced |
| Savant Capital, LLC | 8,553 | $243.0K | 0.01% | +1,310+18.1% | Added |
| Pinnacle Financial Partners Inc | 8,595 | $244.0K | 0.01% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 8,575 | $244.0K | 0.01% | +177+2.1% | Added |
| Pinnacle Wealth Advisors | 8,595 | $244.0K | 0.01% | +8,595 | New |
| Private Advisor Group, LLC | 8,619 | $245.0K | 0.00% | −800−8.5% | Reduced |
| Patten Group, Inc. | 8,785 | $250.0K | 0.07% | −2,016−18.7% | Reduced |
| PRW Wealth Management LLC | 8,785 | $250.0K | 0.07% | +8,785 | New |
| Slow Capital, Inc. | 8,861 | $252.0K | 0.05% | +8,861 | New |
| Hanson & Doremus Investment Management | 15,049 | $253.0K | 0.08% | +8,358+124.9% | Added |
| Geneos Wealth Management Inc. | 8,818 | $253.0K | 0.01% | +2,812+46.8% | Added |
| XTX Topco Ltd | 8,938 | $254.0K | 0.09% | +8,938 | New |
| Wealthsource Partners, LLC | 9,053 | $257.0K | 0.02% | −120−1.3% | Reduced |
| HM Payson & Co | 9,130 | $259.0K | 0.01% | −84−0.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 9,276 | $263.0K | 0.00% | +41+0.4% | Added |
| Cornercap Investment Counsel Inc | 9,351 | $266.0K | 0.03% | −122,158−92.9% | Reduced |
| Old National Bancorp | 9,356 | $266.0K | 0.01% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 9,355 | $266.0K | 0.03% | +9,355 | New |
| Inscription Capital, LLC | 9,355 | $266.0K | 0.03% | +9,355 | New |
| Ieq Capital, LLC | 9,483 | $269.0K | 0.01% | +1,249+15.2% | Added |
| J.W. Cole Advisors, Inc. | 9,778 | $278.0K | 0.02% | −4,384−31.0% | Reduced |
| Wedge Capital Management L L P | 9,948 | $283.0K | 0.00% | −3,630−26.7% | Reduced |
| Icon Wealth Partners, LLC | 10,000 | $284.0K | 0.03% | +2,442+32.3% | Added |
| World Asset Management Inc | 10,055 | $286.0K | 0.03% | −548−5.2% | Reduced |
| Edge Capital Group, LLC | 10,055 | $286.0K | 0.02% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 10,182 | $289.0K | 0.02% | +8,710+591.7% | Added |
| Johnson Investment Counsel Inc | 10,496 | $298.0K | 0.00% | +10,496 | New |
| Measured Wealth Private Client Group, LLC | 10,587 | $301.0K | 0.10% | +3,376+46.8% | Added |
| Steel Peak Wealth Management LLC | 10,678 | $303.0K | 0.02% | +10,678 | New |
| Utah Retirement Systems | 10,700 | $304.0K | 0.00% | +100+0.9% | Added |
| Shell Asset Management Co | 10,900 | $310.0K | 0.01% | +590+5.7% | Added |
| M&T Bank Corp | 10,988 | $313.0K | 0.00% | +77+0.7% | Added |
| Pathstone Family Office, LLC | 11,134 | $316.0K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 11,171 | $317.0K | 0.00% | +11,171 | New |
| Relative Value Partners Group, LLC | 11,185 | $318.0K | 0.02% | +135+1.2% | Added |
| Legg Mason Asset Management (Japan) Co., Ltd. | 11,370 | $323.0K | 0.35% | −19,967−63.7% | Reduced |
| Financial Advisory Service, Inc. | 11,369 | $323.0K | 0.03% | +99+0.9% | Added |
| Headinvest, LLC | 11,530 | $327.0K | 0.06% | +285+2.5% | Added |
| Xponance, Inc. | 11,687 | $332.0K | 0.01% | +3,106+36.2% | Added |
| Beacon Pointe Advisors, LLC | 11,759 | $334.0K | 0.01% | +11,759 | New |
| Old Port Advisors | 12,271 | $338.0K | 0.12% | −1,816−12.9% | Reduced |
| Kentucky Retirement Systems | 11,893 | $338.0K | 0.02% | −778−6.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 11,985 | $341.0K | 0.00% | +3,450+40.4% | Added |
| Nomura Holdings Inc | 12,267 | $350.0K | 0.00% | +12,267 | New |
| Louisiana State Employees Retirement System | 12,700 | $361.0K | 0.01% | +100+0.8% | Added |
| Eaton Vance Management | 12,776 | $363.0K | 0.00% | +10,170+390.3% | Added |
| Wolverine Trading, LLC | 13,068 | $368.0K | 0.01% | −11,382−46.6% | Reduced |
| Pitcairn Co | 12,975 | $368.0K | 0.02% | −15−0.1% | Reduced |
| Fortem Financial Group, LLC | 12,991 | $369.0K | 0.19% | +699+5.7% | Added |
| Neumann Capital Management, LLC | 13,018 | $370.0K | 0.17% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 13,040 | $370.0K | 0.11% | +1,934+17.4% | Added |
| AlphaCrest Capital Management LLC | 13,558 | $385.0K | 0.02% | −16,165−54.4% | Reduced |
| Commerce Bank | 13,570 | $385.0K | 0.00% | +131+1.0% | Added |
| New Mexico Educational Retirement Board | 13,562 | $385.0K | 0.01% | +500+3.8% | Added |
| O'Shaughnessy Asset Management, LLC | 13,825 | $392.0K | 0.01% | −1,893−12.0% | Reduced |
| Jacobi Capital Management LLC | 14,140 | $402.0K | 0.05% | +320+2.3% | Added |
| Mercer Global Advisors Inc | 14,758 | $419.0K | 0.00% | +5,924+67.1% | Added |
| Caxton Associates LP | 14,784 | $420.0K | 0.05% | +4,232+40.1% | Added |
| V Wealth Advisors LLC | 15,154 | $431.0K | 0.07% | +27+0.2% | Added |
| XML Financial, LLC | 15,200 | $432.0K | 0.10% | +2,000+15.2% | Added |
| Rockland Trust Co | 15,196 | $432.0K | 0.03% | +7,548+98.7% | Added |
| Cadence Bank NA | 15,766 | $448.0K | 0.13% | −670−4.1% | Reduced |
| Maryland State Retirement & Pension System | 16,191 | $448.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 15,902 | $452.0K | 0.14% | +15,902 | New |
| Teachers Retirement System of the State of Kentucky | 16,000 | $454.0K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 16,200 | $460.0K | 0.06% | +662+4.3% | Added |
| Twin Tree Management, LP | 16,645 | $473.0K | 0.01% | +16,645 | New |
| Oregon Public Employees Retirement Fund | 16,753 | $476.0K | 0.01% | 00.0% | Unchanged |