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 |
|---|---|---|---|---|---|
| Miller Value Partners, LLC | 57,250 | $1.63M | 0.04% | +2,765+5.1% | Added |
| SEI Investments Co | 59,217 | $1.63M | 0.00% | +10,813+22.3% | Added |
| BDO Wealth Advisors, LLC | 58,647 | $1.67M | 0.18% | −845−1.4% | Reduced |
| Aviance Capital Partners, LLC | 59,838 | $1.70M | 0.30% | −1,052−1.7% | Reduced |
| Arnhold LLC | 60,000 | $1.70M | 0.19% | 00.0% | Unchanged |
| STRS Ohio | 61,454 | $1.75M | 0.01% | +14,506+30.9% | Added |
| American International Group, Inc. | 62,303 | $1.77M | 0.01% | −407−0.6% | Reduced |
| Greenleaf Trust | 62,410 | $1.77M | 0.02% | +455+0.7% | Added |
| Creative Planning | 63,230 | $1.80M | 0.00% | +36,268+134.5% | Added |
| Quadrature Capital Ltd | 63,338 | $1.80M | 0.07% | +30,469+92.7% | Added |
| Auxier Asset Management | 69,370 | $1.97M | 0.33% | −1,567−2.2% | Reduced |
| Treasurer of the State of North Carolina | 70,923 | $2.01M | 0.01% | −3,640−4.9% | Reduced |
| FJ Capital Management LLC | 71,000 | $2.03M | 0.17% | +71,000 | New |
| Squarepoint Ops LLC | 72,129 | $2.05M | 0.01% | −61,235−45.9% | Reduced |
| Envestnet Asset Management Inc | 73,136 | $2.08M | 0.00% | −3,669−4.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 75,200 | $2.14M | 0.13% | +3,800+5.3% | Added |
| ProShare Advisors LLC | 75,888 | $2.15M | 0.01% | −11,833−13.5% | Reduced |
| Brandywine Global Investment Management, LLC | 75,994 | $2.16M | 0.02% | −1,453−1.9% | Reduced |
| Alaska Permanent Fund Corp | 80,600 | $2.29M | 0.04% | −42,500−34.5% | Reduced |
| Macquarie Group Ltd | 85,579 | $2.43M | 0.00% | −289−0.3% | Reduced |
| CIBC World Markets Inc. | 86,700 | $2.46M | 0.01% | −8,399−8.8% | Reduced |
| Great Lakes Advisors, LLC | 86,950 | $2.47M | 0.04% | +78,774+963.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 88,805 | $2.52M | 0.01% | +10,876+14.0% | Added |
| Toronto Dominion Bank | 89,174 | $2.53M | 0.00% | −9,217−9.4% | Reduced |
| Holocene Advisors, LP | 90,122 | $2.56M | 0.02% | +12,283+15.8% | Added |
| Cambria Investment Management, L.P. | 91,304 | $2.59M | 0.45% | +12,656+16.1% | Added |
| HighTower Advisors, LLC | 93,612 | $2.66M | 0.01% | +1,978+2.2% | Added |
| Meeder Asset Management Inc | 94,211 | $2.68M | 0.12% | +21,592+29.7% | Added |
| Balasa Dinverno & Foltz LLC | 99,031 | $2.81M | 0.20% | −3,780−3.7% | Reduced |
| Cubist Systematic Strategies, LLC | 100,984 | $2.87M | 0.03% | −235,620−70.0% | Reduced |
| Vident Investment Advisory, LLC | 101,384 | $2.88M | 0.09% | +831+0.8% | Added |
| Amalgamated Bank | 103,377 | $2.94M | 0.02% | +77,275+296.1% | Added |
| Kingsview Wealth Management, LLC | 102,917 | $2.97M | 0.15% | +41,795+68.4% | Added |
| Captrust Financial Advisors | 105,393 | $2.99M | 0.03% | +34,308+48.3% | Added |
| State of New Jersey Common Pension Fund D | 109,574 | $3.11M | 0.01% | +7,453+7.3% | Added |
| Janney Montgomery Scott LLC | 110,583 | $3.14M | 0.01% | +5,341+5.1% | Added |
| Standard Life Aberdeen plc | 111,174 | $3.16M | 0.01% | −934−0.8% | Reduced |
| Advisory Services Network, LLC | 112,051 | $3.18M | 0.10% | +23,383+26.4% | Added |
| Franklin Resources Inc | 114,141 | $3.24M | 0.00% | −22,437−16.4% | Reduced |
| Hussman Strategic Advisors, Inc. | 124,000 | $3.52M | 0.73% | +16,000+14.8% | Added |
| US Bancorp | 124,381 | $3.53M | 0.01% | +892+0.7% | Added |
| Hancock Whitney Corp | 125,159 | $3.56M | 0.11% | +41,689+49.9% | Added |
| Impax Asset Management Group plc | 125,405 | $3.56M | 0.02% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 130,145 | $3.70M | 0.01% | −6,588−4.8% | Reduced |
| Public Employees Retirement System of Ohio | 142,482 | $4.05M | 0.01% | +5,903+4.3% | Added |
| First Horizon Advisors, Inc. | 144,597 | $4.11M | 0.22% | −1,268−0.9% | Reduced |
| Leuthold Group, LLC | 145,864 | $4.14M | 0.51% | −1,886−1.3% | Reduced |
| LPL Financial LLC | 146,424 | $4.16M | 0.00% | +21,811+17.5% | Added |
| Amundi | 148,556 | $4.22M | 0.00% | +148,556 | New |
| Wealthfront Advisers LLC | 148,857 | $4.23M | 0.02% | −4,025−2.6% | Reduced |
| Advisor Group Holdings, Inc. | 149,859 | $4.26M | 0.01% | −1,257−0.8% | Reduced |
| Rafferty Asset Management, LLC | 150,631 | $4.28M | 0.03% | +16,312+12.1% | Added |
| Interval Partners, LP | 151,329 | $4.30M | 0.26% | +151,329 | New |
| Burney Co | 152,129 | $4.32M | 0.20% | −16,171−9.6% | Reduced |
| Evergreen Capital Management LLC | 152,863 | $4.34M | 0.21% | +7,556+5.2% | Added |
| Barnett & Company, Inc. | 164,950 | $4.68M | 3.10% | +27,350+19.9% | Added |
| Prudential Financial Inc | 167,748 | $4.76M | 0.01% | −20,996−11.1% | Reduced |
| BNP Paribas Arbitrage, SA | 169,906 | $4.83M | 0.01% | +65,528+62.8% | Added |
| Voya Investment Management LLC | 170,450 | $4.84M | 0.01% | +1,732+1.0% | Added |
| Citadel Advisors LLC | 177,588 | $5.04M | 0.01% | −844,656−82.6% | Reduced |
| QS Investors, LLC | 178,576 | $5.07M | 0.06% | +6,141+3.6% | Added |
| Ibex Wealth Advisors | 180,121 | $5.12M | 1.02% | +180,121 | New |
| Swiss Life Asset Management Ltd | 181,340 | $5.15M | 0.07% | −16,546−8.4% | Reduced |
| Commonwealth Equity Services, LLC | 194,490 | $5.52M | 0.01% | −81,448−29.5% | Reduced |
| Hudson Bay Capital Management LP | 200,000 | $5.68M | 0.07% | +200,000 | New |
| Citigroup Inc | 206,834 | $5.87M | 0.01% | −63,655−23.5% | Reduced |
| Millennium Management LLC | 216,328 | $6.14M | 0.01% | −330,402−60.4% | Reduced |
| Guggenheim Capital LLC | 219,252 | $6.23M | 0.04% | +99,994+83.8% | Added |
| Susquehanna Fundamental Investments, LLC | 219,344 | $6.23M | 0.11% | 00.0% | Unchanged |
| Putnam Investments LLC | 219,556 | $6.24M | 0.01% | −9,901−4.3% | Reduced |
| McGowan Group Asset Management, Inc. | 221,691 | $6.30M | 0.99% | −731−0.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 224,412 | $6.37M | 0.01% | +147,891+193.3% | Added |
| Gilman Hill Asset Management, LLC | 227,027 | $6.45M | 1.65% | +1,545+0.7% | Added |
| Storebrand Asset Management AS | 227,069 | $6.45M | 0.03% | −119,191−34.4% | Reduced |
| State Board of Administration of Florida Retirement System | 228,571 | $6.49M | 0.01% | −2,450−1.1% | Reduced |
| HSBC Holdings PLC | 230,612 | $6.50M | 0.01% | +56,703+32.6% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 232,488 | $6.60M | 0.01% | +76,104+48.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 238,044 | $6.76M | 0.01% | −128,321−35.0% | Reduced |
| Adage Capital Partners GP, L.L.C. | 238,700 | $6.78M | 0.01% | −5,300−2.2% | Reduced |
| Point72 Asset Management, L.P. | 239,600 | $6.80M | 0.03% | +3,500+1.5% | Added |
| Ameriprise Financial Inc | 245,878 | $6.98M | 0.00% | −230,872−48.4% | Reduced |
| Churchill Management Corp | 249,409 | $7.08M | 0.10% | −546−0.2% | Reduced |
| Gateway Investment Advisers LLC | 252,808 | $7.18M | 0.07% | −312−0.1% | Reduced |
| New York State Common Retirement Fund | 258,319 | $7.34M | 0.01% | +26,722+11.5% | Added |
| Bank of Montreal | 244,690 | $7.48M | 0.00% | +43,183+21.4% | Added |
| American Century Companies Inc | 281,625 | $8.00M | 0.01% | +20,033+7.7% | Added |
| Credit Suisse AG | 285,303 | $8.04M | 0.01% | +55,985+24.4% | Added |
| New York State Teachers Retirement System | 291,377 | $8.28M | 0.02% | −22,616−7.2% | Reduced |
| Raymond James & Associates | 300,485 | $8.53M | 0.01% | +30,700+11.4% | Added |
| Freemont Management S.A. | 320,000 | $9.09M | 1.30% | 00.0% | Unchanged |
| Man Group plc | 320,179 | $9.09M | 0.03% | +220,727+221.9% | Added |
| Ci Investments Inc. | 321,339 | $9.13M | 0.03% | +41,284+14.7% | Added |
| Retirement Systems of Alabama | 335,209 | $9.52M | 0.03% | −1,281−0.4% | Reduced |
| Rhumbline Advisers | 336,500 | $9.56M | 0.01% | −14,795−4.2% | Reduced |
| JPMorgan Chase & Co | 348,849 | $9.91M | 0.00% | +32,262+10.2% | Added |
| Truist Financial Corp | 349,180 | $9.92M | 0.02% | +1,320+0.4% | Added |
| California State Teachers Retirement System | 349,698 | $9.93M | 0.01% | −6,379−1.8% | Reduced |
| Boston Common Asset Management, LLC | 353,102 | $10.0M | 0.43% | +353,102 | New |
| Price T Rowe Associates Inc | 353,674 | $10.0M | 0.00% | −11,190−3.1% | Reduced |
| AXA S.A. | 365,800 | $10.4M | 0.03% | +17,200+4.9% | Added |