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 |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 149,859 | $4.26M | 0.01% | −1,257−0.8% | Reduced |
| Wealthfront Advisers LLC | 148,857 | $4.23M | 0.02% | −4,025−2.6% | Reduced |
| Amundi | 148,556 | $4.22M | 0.00% | +148,556 | New |
| LPL Financial LLC | 146,424 | $4.16M | 0.00% | +21,811+17.5% | Added |
| Leuthold Group, LLC | 145,864 | $4.14M | 0.51% | −1,886−1.3% | Reduced |
| First Horizon Advisors, Inc. | 144,597 | $4.11M | 0.22% | −1,268−0.9% | Reduced |
| Public Employees Retirement System of Ohio | 142,482 | $4.05M | 0.01% | +5,903+4.3% | Added |
| Chevy Chase Trust Holdings, Inc. | 130,145 | $3.70M | 0.01% | −6,588−4.8% | Reduced |
| Impax Asset Management Group plc | 125,405 | $3.56M | 0.02% | 00.0% | Unchanged |
| Hancock Whitney Corp | 125,159 | $3.56M | 0.11% | +41,689+49.9% | Added |
| US Bancorp | 124,381 | $3.53M | 0.01% | +892+0.7% | Added |
| Hussman Strategic Advisors, Inc. | 124,000 | $3.52M | 0.73% | +16,000+14.8% | Added |
| Franklin Resources Inc | 114,141 | $3.24M | 0.00% | −22,437−16.4% | Reduced |
| Advisory Services Network, LLC | 112,051 | $3.18M | 0.10% | +23,383+26.4% | Added |
| Standard Life Aberdeen plc | 111,174 | $3.16M | 0.01% | −934−0.8% | Reduced |
| Janney Montgomery Scott LLC | 110,583 | $3.14M | 0.01% | +5,341+5.1% | Added |
| State of New Jersey Common Pension Fund D | 109,574 | $3.11M | 0.01% | +7,453+7.3% | Added |
| Captrust Financial Advisors | 105,393 | $2.99M | 0.03% | +34,308+48.3% | Added |
| Kingsview Wealth Management, LLC | 102,917 | $2.97M | 0.15% | +41,795+68.4% | Added |
| Amalgamated Bank | 103,377 | $2.94M | 0.02% | +77,275+296.1% | Added |
| Vident Investment Advisory, LLC | 101,384 | $2.88M | 0.09% | +831+0.8% | Added |
| Cubist Systematic Strategies, LLC | 100,984 | $2.87M | 0.03% | −235,620−70.0% | Reduced |
| Balasa Dinverno & Foltz LLC | 99,031 | $2.81M | 0.20% | −3,780−3.7% | Reduced |
| Meeder Asset Management Inc | 94,211 | $2.68M | 0.12% | +21,592+29.7% | Added |
| HighTower Advisors, LLC | 93,612 | $2.66M | 0.01% | +1,978+2.2% | Added |
| Cambria Investment Management, L.P. | 91,304 | $2.59M | 0.45% | +12,656+16.1% | Added |
| Holocene Advisors, LP | 90,122 | $2.56M | 0.02% | +12,283+15.8% | Added |
| Toronto Dominion Bank | 89,174 | $2.53M | 0.00% | −9,217−9.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 88,805 | $2.52M | 0.01% | +10,876+14.0% | Added |
| Great Lakes Advisors, LLC | 86,950 | $2.47M | 0.04% | +78,774+963.5% | Added |
| CIBC World Markets Inc. | 86,700 | $2.46M | 0.01% | −8,399−8.8% | Reduced |
| Macquarie Group Ltd | 85,579 | $2.43M | 0.00% | −289−0.3% | Reduced |
| Alaska Permanent Fund Corp | 80,600 | $2.29M | 0.04% | −42,500−34.5% | Reduced |
| Brandywine Global Investment Management, LLC | 75,994 | $2.16M | 0.02% | −1,453−1.9% | Reduced |
| ProShare Advisors LLC | 75,888 | $2.15M | 0.01% | −11,833−13.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 75,200 | $2.14M | 0.13% | +3,800+5.3% | Added |
| Envestnet Asset Management Inc | 73,136 | $2.08M | 0.00% | −3,669−4.8% | Reduced |
| Squarepoint Ops LLC | 72,129 | $2.05M | 0.01% | −61,235−45.9% | Reduced |
| FJ Capital Management LLC | 71,000 | $2.03M | 0.17% | +71,000 | New |
| Treasurer of the State of North Carolina | 70,923 | $2.01M | 0.01% | −3,640−4.9% | Reduced |
| Auxier Asset Management | 69,370 | $1.97M | 0.33% | −1,567−2.2% | Reduced |
| Quadrature Capital Ltd | 63,338 | $1.80M | 0.07% | +30,469+92.7% | Added |
| Creative Planning | 63,230 | $1.80M | 0.00% | +36,268+134.5% | Added |
| Greenleaf Trust | 62,410 | $1.77M | 0.02% | +455+0.7% | Added |
| American International Group, Inc. | 62,303 | $1.77M | 0.01% | −407−0.6% | Reduced |
| STRS Ohio | 61,454 | $1.75M | 0.01% | +14,506+30.9% | Added |
| Arnhold LLC | 60,000 | $1.70M | 0.19% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 59,838 | $1.70M | 0.30% | −1,052−1.7% | Reduced |
| BDO Wealth Advisors, LLC | 58,647 | $1.67M | 0.18% | −845−1.4% | Reduced |
| SEI Investments Co | 59,217 | $1.63M | 0.00% | +10,813+22.3% | Added |
| Miller Value Partners, LLC | 57,250 | $1.63M | 0.04% | +2,765+5.1% | Added |
| BKD Wealth Advisors, LLC | 57,151 | $1.62M | 0.08% | −1,101−1.9% | Reduced |
| Susquehanna International Group, LLP | 55,816 | $1.58M | 0.00% | −59,310−51.5% | Reduced |
| Arizona State Retirement System | 55,380 | $1.57M | 0.01% | −3,906−6.6% | Reduced |
| Symmetry Partners, LLC | 55,240 | $1.57M | 0.10% | +55,240 | New |
| The PNC Financial Services Group, Inc. | 54,327 | $1.54M | 0.00% | −684−1.2% | Reduced |
| WBI Investments | 54,264 | $1.54M | 0.24% | +31,822+141.8% | Added |
| Anchor Investment Management, LLC | 53,428 | $1.52M | 0.21% | +4,025+8.1% | Added |
| Advisor Partners LLC | 52,191 | $1.48M | 0.10% | +101+0.2% | Added |
| CIBC World Markets Corp | 52,026 | $1.48M | 0.01% | −6,378−10.9% | Reduced |
| Crossmark Global Holdings, Inc. | 51,441 | $1.46M | 0.03% | −100.0% | Reduced |
| State of Michigan Retirement System | 51,360 | $1.46M | 0.01% | +200+0.4% | Added |
| First Citizens Bank & Trust Co | 51,182 | $1.45M | 0.07% | −12,702−19.9% | Reduced |
| Fulton Bank, N.A. | 50,007 | $1.42M | 0.07% | +3,085+6.6% | Added |
| Nisa Investment Advisors, LLC | 49,756 | $1.41M | 0.01% | −4,020−7.5% | Reduced |
| State of Wisconsin Investment Board | 49,233 | $1.40M | 0.00% | +23,346+90.2% | Added |
| Convergence Investment Partners, LLC | 49,183 | $1.40M | 0.60% | +5,282+12.0% | Added |
| Hartford Investment Management Co | 49,053 | $1.39M | 0.03% | +22,012+81.4% | Added |
| Essex Investment Management Co LLC | 48,820 | $1.39M | 0.16% | 00.0% | Unchanged |
| MetLife Investment Management | 47,352 | $1.34M | 0.01% | −1,196−2.5% | Reduced |
| Westpac Banking Corp | 45,012 | $1.28M | 0.01% | −859−1.9% | Reduced |
| Mork Capital Management, LLC | 44,600 | $1.27M | 0.91% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 43,596 | $1.24M | 0.04% | −1,234−2.8% | Reduced |
| Sculati Wealth Management, LLC | 43,026 | $1.22M | 0.65% | +5,994+16.2% | Added |
| Polianta Ltd | 42,300 | $1.20M | 0.62% | +42,300 | New |
| Magnetar Financial LLC | 42,016 | $1.19M | 0.01% | −27,435−39.5% | Reduced |
| Kelly Lawrence W & Associates Inc | 41,775 | $1.19M | 0.26% | −1,500−3.5% | Reduced |
| Great West Life Assurance Co | 40,963 | $1.16M | 0.00% | −59−0.1% | Reduced |
| Ensign Peak Advisors, Inc | 40,763 | $1.16M | 0.00% | −9,070−18.2% | Reduced |
| TD Asset Management Inc | 40,485 | $1.11M | 0.00% | −1,900−4.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 38,161 | $1.08M | 0.01% | −3,285−7.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 37,662 | $1.07M | 0.00% | +2,049+5.8% | Added |
| Investors Research Corp | 37,300 | $1.06M | 0.37% | 00.0% | Unchanged |
| Sigma Planning Corp | 37,248 | $1.06M | 0.03% | +6,526+21.2% | Added |
| State of Tennessee, Treasury Department | 36,379 | $1.03M | 0.00% | +153+0.4% | Added |
| 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 |
| Comerica Bank | 39,258 | $993.0K | 0.01% | −1,749−4.3% | Reduced |
| Engineers Gate Manager LP | 34,632 | $984.0K | 0.06% | +9,009+35.2% | Added |
| Brookstone Capital Management | 35,025 | $968.0K | 0.02% | +2,822+8.8% | Added |
| Kendall Capital Management | 34,035 | $967.0K | 0.54% | −3,615−9.6% | Reduced |
| Trilogy Capital Inc. | 34,247 | $966.0K | 0.07% | −2,154−5.9% | Reduced |
| Texas Permanent School Fund | 33,930 | $964.0K | 0.01% | −90−0.3% | Reduced |
| Assenagon Asset Management S.A. | 33,342 | $947.0K | 0.00% | −381,296−92.0% | Reduced |
| Stifel Financial Corp | 33,100 | $941.0K | 0.00% | +14,230+75.4% | Added |
| Naples Global Advisors, LLC | 32,795 | $931.0K | 0.13% | +5,000+18.0% | Added |
| Oppenheimer & Co Inc | 32,209 | $915.0K | 0.02% | −6,463−16.7% | Reduced |
| Public Sector Pension Investment Board | 32,019 | $909.0K | 0.01% | +12,730+66.0% | Added |
| State of Alaska, Department of Revenue | 31,718 | $900.0K | 0.01% | −202−0.6% | Reduced |
| Handelsbanken Fonder AB | 31,507 | $895.0K | 0.00% | +3,500+12.5% | Added |