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 |
|---|---|---|---|---|---|
| ING Groep NV | 16,774 | $476.0K | 0.01% | +3,285+24.4% | Added |
| Financial Advisors Network, Inc. | 16,912 | $480.0K | 0.14% | −291−1.7% | Reduced |
| Covenant Multifamily Offices, LLC | 16,913 | $480.0K | 0.09% | +16,913 | New |
| Securian Asset Management, Inc | 17,003 | $483.0K | 0.01% | −200−1.2% | Reduced |
| First Republic Investment Management, Inc. | 17,192 | $488.0K | 0.00% | +418+2.5% | Added |
| Patten & Patten Inc | 17,399 | $494.0K | 0.04% | −1,534−8.1% | Reduced |
| Pacer Advisors, Inc. | 17,529 | $498.0K | 0.01% | +5,111+41.2% | Added |
| Foster & Motley Inc | 17,709 | $503.0K | 0.04% | −1,235−6.5% | Reduced |
| DuPont Capital Management Corp | 17,862 | $507.0K | 0.01% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 17,856 | $507.0K | 0.00% | +47+0.3% | Added |
| Kestra Advisory Services, LLC | 17,839 | $507.0K | 0.01% | +4,525+34.0% | Added |
| Glenmede Trust Co NA | 18,194 | $516.0K | 0.00% | +92+0.5% | Added |
| Dumont & Blake Investment Advisors LLC | 18,195 | $517.0K | 0.15% | +985+5.7% | Added |
| Copperwynd Financial, LLC | 18,377 | $522.0K | 0.22% | +165+0.9% | Added |
| People's United Financial, Inc. | 19,159 | $544.0K | 0.01% | +3,979+26.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 19,209 | $546.0K | 0.00% | −2,557−11.7% | Reduced |
| Walleye Trading LLC | 19,575 | $556.0K | 0.01% | −3,964−16.8% | Reduced |
| Cresset Asset Management, LLC | 19,899 | $565.0K | 0.01% | −583−2.8% | Reduced |
| P.A.W. Capital Corp | 20,000 | $568.0K | 0.48% | −5,000−20.0% | Reduced |
| Bridgewater Associates, LP | 20,238 | $575.0K | 0.00% | +20,238 | New |
| Neuberger Berman Group LLC | 23,241 | $587.0K | 0.00% | +1,383+6.3% | Added |
| Quantinno Capital Management LP | 20,746 | $589.0K | 0.67% | 00.0% | Unchanged |
| Legal Advantage Investments, Inc. | 21,853 | $621.0K | 0.43% | +14,003+178.4% | Added |
| Hollencrest Capital Management | 22,037 | $626.0K | 0.06% | +20.0% | Added |
| Signaturefd, LLC | 22,407 | $636.0K | 0.03% | −1,129−4.8% | Reduced |
| Wealthstar Advisors, LLC | 22,775 | $649.0K | 0.25% | +22,775 | New |
| Brooks, Moore & Associates, Inc. | 23,091 | $656.0K | 0.42% | 00.0% | Unchanged |
| Pictet Asset Management Ltd | 24,249 | $689.0K | 0.00% | −10,512−30.2% | Reduced |
| Metropolitan Life Insurance Co | 24,825 | $705.0K | 0.01% | −328−1.3% | Reduced |
| Natixis Advisors, L.P. | 24,953 | $709.0K | 0.00% | −1,070−4.1% | Reduced |
| Snow Capital Management LP | 25,000 | $710.0K | 0.10% | 00.0% | Unchanged |
| Scotia Capital Inc. | 25,296 | $718.0K | 0.01% | −14,293−36.1% | Reduced |
| Versor Investments LP | 25,550 | $726.0K | 0.03% | +9,232+56.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 25,589 | $727.0K | 0.01% | +109+0.4% | Added |
| SummerHaven Investment Management, LLC | 25,890 | $735.0K | 0.42% | +639+2.5% | Added |
| AMP Capital Investors Ltd | 26,043 | $739.0K | 0.00% | −7,000−21.2% | Reduced |
| Kovack Advisors, Inc. | 26,086 | $741.0K | 0.08% | −2,254−8.0% | Reduced |
| Salem Investment Counselors Inc | 26,209 | $744.0K | 0.04% | +26,209 | New |
| Mutual of America Capital Management LLC | 26,664 | $757.0K | 0.01% | +284+1.1% | Added |
| Teacher Retirement System of Texas | 26,768 | $760.0K | 0.00% | +3,989+17.5% | Added |
| Corient Capital Partners, LLC | 27,006 | $767.0K | 0.06% | +388+1.5% | Added |
| Abacus Planning Group, Inc. | 27,265 | $774.0K | 0.24% | +2,967+12.2% | Added |
| NJ State Employees Deferred Compensation Plan | 28,000 | $795.0K | 0.11% | 00.0% | Unchanged |
| Victory Capital Management Inc | 28,098 | $798.0K | 0.00% | −4,669−14.2% | Reduced |
| Illinois Municipal Retirement Fund | 28,146 | $799.0K | 0.03% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 28,963 | $823.0K | 0.00% | 00.0% | Unchanged |
| ARGI Investment Services, LLC | 29,122 | $827.0K | 0.03% | −111,856−79.3% | Reduced |
| Carret Asset Management, LLC | 29,768 | $845.0K | 0.10% | −502−1.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 29,967 | $851.0K | 0.00% | +11,960+66.4% | Added |
| Stephens Inc | 30,031 | $853.0K | 0.01% | +8,226+37.7% | Added |
| Mackay Shields LLC | 31,447 | $893.0K | 0.01% | −358,430−91.9% | Reduced |
| Handelsbanken Fonder AB | 31,507 | $895.0K | 0.00% | +3,500+12.5% | Added |
| State of Alaska, Department of Revenue | 31,718 | $900.0K | 0.01% | −202−0.6% | Reduced |
| Public Sector Pension Investment Board | 32,019 | $909.0K | 0.01% | +12,730+66.0% | Added |
| Oppenheimer & Co Inc | 32,209 | $915.0K | 0.02% | −6,463−16.7% | Reduced |
| Naples Global Advisors, LLC | 32,795 | $931.0K | 0.13% | +5,000+18.0% | Added |
| Stifel Financial Corp | 33,100 | $941.0K | 0.00% | +14,230+75.4% | Added |
| Assenagon Asset Management S.A. | 33,342 | $947.0K | 0.00% | −381,296−92.0% | Reduced |
| Texas Permanent School Fund | 33,930 | $964.0K | 0.01% | −90−0.3% | Reduced |
| Trilogy Capital Inc. | 34,247 | $966.0K | 0.07% | −2,154−5.9% | Reduced |
| Kendall Capital Management | 34,035 | $967.0K | 0.54% | −3,615−9.6% | Reduced |
| Brookstone Capital Management | 35,025 | $968.0K | 0.02% | +2,822+8.8% | Added |
| Engineers Gate Manager LP | 34,632 | $984.0K | 0.06% | +9,009+35.2% | Added |
| Comerica Bank | 39,258 | $993.0K | 0.01% | −1,749−4.3% | Reduced |
| American National Insurance Co | 35,920 | $1.02M | 0.04% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 35,920 | $1.02M | 0.02% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 36,379 | $1.03M | 0.00% | +153+0.4% | Added |
| Sigma Planning Corp | 37,248 | $1.06M | 0.03% | +6,526+21.2% | Added |
| Investors Research Corp | 37,300 | $1.06M | 0.37% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 37,662 | $1.07M | 0.00% | +2,049+5.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 38,161 | $1.08M | 0.01% | −3,285−7.9% | Reduced |
| TD Asset Management Inc | 40,485 | $1.11M | 0.00% | −1,900−4.5% | Reduced |
| Ensign Peak Advisors, Inc | 40,763 | $1.16M | 0.00% | −9,070−18.2% | Reduced |
| Great West Life Assurance Co | 40,963 | $1.16M | 0.00% | −59−0.1% | Reduced |
| Kelly Lawrence W & Associates Inc | 41,775 | $1.19M | 0.26% | −1,500−3.5% | Reduced |
| Magnetar Financial LLC | 42,016 | $1.19M | 0.01% | −27,435−39.5% | Reduced |
| Polianta Ltd | 42,300 | $1.20M | 0.62% | +42,300 | New |
| Sculati Wealth Management, LLC | 43,026 | $1.22M | 0.65% | +5,994+16.2% | Added |
| Integrated Wealth Concepts LLC | 43,596 | $1.24M | 0.04% | −1,234−2.8% | Reduced |
| Mork Capital Management, LLC | 44,600 | $1.27M | 0.91% | 00.0% | Unchanged |
| Westpac Banking Corp | 45,012 | $1.28M | 0.01% | −859−1.9% | Reduced |
| MetLife Investment Management | 47,352 | $1.34M | 0.01% | −1,196−2.5% | Reduced |
| Essex Investment Management Co LLC | 48,820 | $1.39M | 0.16% | 00.0% | Unchanged |
| Hartford Investment Management Co | 49,053 | $1.39M | 0.03% | +22,012+81.4% | Added |
| Convergence Investment Partners, LLC | 49,183 | $1.40M | 0.60% | +5,282+12.0% | Added |
| State of Wisconsin Investment Board | 49,233 | $1.40M | 0.00% | +23,346+90.2% | Added |
| Nisa Investment Advisors, LLC | 49,756 | $1.41M | 0.01% | −4,020−7.5% | Reduced |
| Fulton Bank, N.A. | 50,007 | $1.42M | 0.07% | +3,085+6.6% | Added |
| First Citizens Bank & Trust Co | 51,182 | $1.45M | 0.07% | −12,702−19.9% | Reduced |
| State of Michigan Retirement System | 51,360 | $1.46M | 0.01% | +200+0.4% | Added |
| Crossmark Global Holdings, Inc. | 51,441 | $1.46M | 0.03% | −100.0% | Reduced |
| CIBC World Markets Corp | 52,026 | $1.48M | 0.01% | −6,378−10.9% | Reduced |
| Advisor Partners LLC | 52,191 | $1.48M | 0.10% | +101+0.2% | Added |
| Anchor Investment Management, LLC | 53,428 | $1.52M | 0.21% | +4,025+8.1% | Added |
| WBI Investments | 54,264 | $1.54M | 0.24% | +31,822+141.8% | Added |
| The PNC Financial Services Group, Inc. | 54,327 | $1.54M | 0.00% | −684−1.2% | Reduced |
| Symmetry Partners, LLC | 55,240 | $1.57M | 0.10% | +55,240 | New |
| Arizona State Retirement System | 55,380 | $1.57M | 0.01% | −3,906−6.6% | Reduced |
| Susquehanna International Group, LLP | 55,816 | $1.58M | 0.00% | −59,310−51.5% | Reduced |
| BKD Wealth Advisors, LLC | 57,151 | $1.62M | 0.08% | −1,101−1.9% | Reduced |