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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.

Institutional holdersQ2 2021: 451 institutions
Q1 2021: 459 institutionsQ2 2021: 451 institutionsQ3 2021: 459 institutionsQ4 2021: 444 institutionsQ1 2022: 466 institutionsQ2 2022: 487 institutionsQ3 2022: 492 institutionsQ4 2022: 528 institutionsQ1 2023: 527 institutionsQ2 2023: 557 institutionsQ3 2023: 580 institutionsQ4 2023: 572 institutionsQ1 2024: 580 institutionsQ2 2024: 579 institutionsQ3 2024: 625 institutionsQ4 2024: 685 institutionsQ1 2025: 729 institutionsQ2 2025: 736 institutionsQ3 2025: 674 institutionsQ4 2025: 699 institutionsQ1 2026: 702 institutionsQ2 2026: 766 institutions
Value heldQ2 2021: $4.88B
Q1 2021: $4.67BQ2 2021: $4.88BQ3 2021: $4.18BQ4 2021: $4.09BQ1 2022: $5.36BQ2 2022: $5.76BQ3 2022: $6.59BQ4 2022: $6.94BQ1 2023: $6.65BQ2 2023: $7.97BQ3 2023: $8.14BQ4 2023: $7.51BQ1 2024: $8.87BQ2 2024: $8.25BQ3 2024: $9.30BQ4 2024: $11.3BQ1 2025: $12.6BQ2 2025: $12.3BQ3 2025: $10.4BQ4 2025: $11.3BQ1 2026: $9.25BQ2 2026: $12.6B
Institutions holding UNM and their total value by quarter
QuarterHoldersValue
Q2 2026766$12.6B
Q1 2026702$9.25B
Q4 2025699$11.3B
Q3 2025674$10.4B
Q2 2025736$12.3B
Q1 2025729$12.6B
Q4 2024685$11.3B
Q3 2024625$9.30B
Q2 2024579$8.25B
Q1 2024580$8.87B
Q4 2023572$7.51B
Q3 2023580$8.14B
Q2 2023557$7.97B
Q1 2023527$6.65B
Q4 2022528$6.94B
Q3 2022492$6.59B
Q2 2022487$5.76B
Q1 2022466$5.36B
Q4 2021444$4.09B
Q3 2021459$4.18B
Q2 2021451$4.88B
Q1 2021459$4.67B

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding Unum Group; share changes are against Q1 2021.

Institutions holding UNM in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Mackay Shields LLC31,447$893.0K0.01%−358,430−91.9%Reduced
Stephens Inc30,031$853.0K0.01%+8,226+37.7%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.29,967$851.0K0.00%+11,960+66.4%Added
Carret Asset Management, LLC29,768$845.0K0.10%−502−1.7%Reduced
ARGI Investment Services, LLC29,122$827.0K0.03%−111,856−79.3%Reduced
Public Employees Retirement Association of Colorado28,963$823.0K0.00%00.0%Unchanged
Illinois Municipal Retirement Fund28,146$799.0K0.03%00.0%Unchanged
Victory Capital Management Inc28,098$798.0K0.00%−4,669−14.2%Reduced
NJ State Employees Deferred Compensation Plan28,000$795.0K0.11%00.0%Unchanged
Abacus Planning Group, Inc.27,265$774.0K0.24%+2,967+12.2%Added
Corient Capital Partners, LLC27,006$767.0K0.06%+388+1.5%Added
Teacher Retirement System of Texas26,768$760.0K0.00%+3,989+17.5%Added
Mutual of America Capital Management LLC26,664$757.0K0.01%+284+1.1%Added
Salem Investment Counselors Inc26,209$744.0K0.04%+26,209New
Kovack Advisors, Inc.26,086$741.0K0.08%−2,254−8.0%Reduced
AMP Capital Investors Ltd26,043$739.0K0.00%−7,000−21.2%Reduced
SummerHaven Investment Management, LLC25,890$735.0K0.42%+639+2.5%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys25,589$727.0K0.01%+109+0.4%Added
Versor Investments LP25,550$726.0K0.03%+9,232+56.6%Added
Scotia Capital Inc.25,296$718.0K0.01%−14,293−36.1%Reduced
Snow Capital Management LP25,000$710.0K0.10%00.0%Unchanged
Natixis Advisors, L.P.24,953$709.0K0.00%−1,070−4.1%Reduced
Metropolitan Life Insurance Co24,825$705.0K0.01%−328−1.3%Reduced
Pictet Asset Management Ltd24,249$689.0K0.00%−10,512−30.2%Reduced
Brooks, Moore & Associates, Inc.23,091$656.0K0.42%00.0%Unchanged
Wealthstar Advisors, LLC22,775$649.0K0.25%+22,775New
Signaturefd, LLC22,407$636.0K0.03%−1,129−4.8%Reduced
Hollencrest Capital Management22,037$626.0K0.06%+20.0%Added
Legal Advantage Investments, Inc.21,853$621.0K0.43%+14,003+178.4%Added
Quantinno Capital Management LP20,746$589.0K0.67%00.0%Unchanged
Neuberger Berman Group LLC23,241$587.0K0.00%+1,383+6.3%Added
Bridgewater Associates, LP20,238$575.0K0.00%+20,238New
P.A.W. Capital Corp20,000$568.0K0.48%−5,000−20.0%Reduced
Cresset Asset Management, LLC19,899$565.0K0.01%−583−2.8%Reduced
Walleye Trading LLC19,575$556.0K0.01%−3,964−16.8%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)19,209$546.0K0.00%−2,557−11.7%Reduced
People's United Financial, Inc.19,159$544.0K0.01%+3,979+26.2%Added
Copperwynd Financial, LLC18,377$522.0K0.22%+165+0.9%Added
Dumont & Blake Investment Advisors LLC18,195$517.0K0.15%+985+5.7%Added
Glenmede Trust Co NA18,194$516.0K0.00%+92+0.5%Added
DuPont Capital Management Corp17,862$507.0K0.01%00.0%Unchanged
CIBC Asset Management Inc17,856$507.0K0.00%+47+0.3%Added
Kestra Advisory Services, LLC17,839$507.0K0.01%+4,525+34.0%Added
Foster & Motley Inc17,709$503.0K0.04%−1,235−6.5%Reduced
Pacer Advisors, Inc.17,529$498.0K0.01%+5,111+41.2%Added
Patten & Patten Inc17,399$494.0K0.04%−1,534−8.1%Reduced
First Republic Investment Management, Inc.17,192$488.0K0.00%+418+2.5%Added
Securian Asset Management, Inc17,003$483.0K0.01%−200−1.2%Reduced
Financial Advisors Network, Inc.16,912$480.0K0.14%−291−1.7%Reduced
Covenant Multifamily Offices, LLC16,913$480.0K0.09%+16,913New
Oregon Public Employees Retirement Fund16,753$476.0K0.01%00.0%Unchanged
ING Groep NV16,774$476.0K0.01%+3,285+24.4%Added
Twin Tree Management, LP16,645$473.0K0.01%+16,645New
CWM Advisors, LLC16,200$460.0K0.06%+662+4.3%Added
Teachers Retirement System of the State of Kentucky16,000$454.0K0.00%00.0%Unchanged
McIlrath & Eck, LLC15,902$452.0K0.14%+15,902New
Cadence Bank NA15,766$448.0K0.13%−670−4.1%Reduced
Maryland State Retirement & Pension System16,191$448.0K0.01%00.0%Unchanged
XML Financial, LLC15,200$432.0K0.10%+2,000+15.2%Added
Rockland Trust Co15,196$432.0K0.03%+7,548+98.7%Added
V Wealth Advisors LLC15,154$431.0K0.07%+27+0.2%Added
Caxton Associates LP14,784$420.0K0.05%+4,232+40.1%Added
Mercer Global Advisors Inc14,758$419.0K0.00%+5,924+67.1%Added
Jacobi Capital Management LLC14,140$402.0K0.05%+320+2.3%Added
O'Shaughnessy Asset Management, LLC13,825$392.0K0.01%−1,893−12.0%Reduced
AlphaCrest Capital Management LLC13,558$385.0K0.02%−16,165−54.4%Reduced
Commerce Bank13,570$385.0K0.00%+131+1.0%Added
New Mexico Educational Retirement Board13,562$385.0K0.01%+500+3.8%Added
Neumann Capital Management, LLC13,018$370.0K0.17%00.0%Unchanged
Contravisory Investment Management, Inc.13,040$370.0K0.11%+1,934+17.4%Added
Fortem Financial Group, LLC12,991$369.0K0.19%+699+5.7%Added
Wolverine Trading, LLC13,068$368.0K0.01%−11,382−46.6%Reduced
Pitcairn Co12,975$368.0K0.02%−15−0.1%Reduced
Eaton Vance Management12,776$363.0K0.00%+10,170+390.3%Added
Louisiana State Employees Retirement System12,700$361.0K0.01%+100+0.8%Added
Nomura Holdings Inc12,267$350.0K0.00%+12,267New
Northwestern Mutual Wealth Management Co11,985$341.0K0.00%+3,450+40.4%Added
Old Port Advisors12,271$338.0K0.12%−1,816−12.9%Reduced
Kentucky Retirement Systems11,893$338.0K0.02%−778−6.1%Reduced
Beacon Pointe Advisors, LLC11,759$334.0K0.01%+11,759New
Xponance, Inc.11,687$332.0K0.01%+3,106+36.2%Added
Headinvest, LLC11,530$327.0K0.06%+285+2.5%Added
Legg Mason Asset Management (Japan) Co., Ltd.11,370$323.0K0.35%−19,967−63.7%Reduced
Financial Advisory Service, Inc.11,369$323.0K0.03%+99+0.9%Added
Relative Value Partners Group, LLC11,185$318.0K0.02%+135+1.2%Added
Mariner, LLC11,171$317.0K0.00%+11,171New
Pathstone Family Office, LLC11,134$316.0K0.01%00.0%Unchanged
M&T Bank Corp10,988$313.0K0.00%+77+0.7%Added
Shell Asset Management Co10,900$310.0K0.01%+590+5.7%Added
Utah Retirement Systems10,700$304.0K0.00%+100+0.9%Added
Steel Peak Wealth Management LLC10,678$303.0K0.02%+10,678New
Measured Wealth Private Client Group, LLC10,587$301.0K0.10%+3,376+46.8%Added
Johnson Investment Counsel Inc10,496$298.0K0.00%+10,496New
NEXT Financial Group, Inc10,182$289.0K0.02%+8,710+591.7%Added
World Asset Management Inc10,055$286.0K0.03%−548−5.2%Reduced
Edge Capital Group, LLC10,055$286.0K0.02%00.0%Unchanged
Icon Wealth Partners, LLC10,000$284.0K0.03%+2,442+32.3%Added
Wedge Capital Management L L P9,948$283.0K0.00%−3,630−26.7%Reduced
J.W. Cole Advisors, Inc.9,778$278.0K0.02%−4,384−31.0%Reduced
Ieq Capital, LLC9,483$269.0K0.01%+1,249+15.2%Added