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 |
|---|---|---|---|---|---|
| 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 |
| Northwestern Mutual Investment Management Company, LLC | 9,276 | $263.0K | 0.00% | +41+0.4% | Added |
| HM Payson & Co | 9,130 | $259.0K | 0.01% | −84−0.9% | Reduced |
| Wealthsource Partners, LLC | 9,053 | $257.0K | 0.02% | −120−1.3% | Reduced |
| XTX Topco Ltd | 8,938 | $254.0K | 0.09% | +8,938 | 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 |
| Slow Capital, Inc. | 8,861 | $252.0K | 0.05% | +8,861 | New |
| 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 |
| Private Advisor Group, LLC | 8,619 | $245.0K | 0.00% | −800−8.5% | Reduced |
| 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 |
| Savant Capital, LLC | 8,553 | $243.0K | 0.01% | +1,310+18.1% | Added |
| Atlantic Union Bankshares Corp | 8,500 | $241.0K | 0.02% | −400−4.5% | Reduced |
| Mutual Advisors, LLC | 8,187 | $233.0K | 0.01% | +616+8.1% | Added |
| Simplex Trading, LLC | 8,153 | $231.0K | 0.01% | +8,153 | New |
| 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 |
| Howland Capital Management LLC | 8,000 | $227.0K | 0.01% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 7,970 | $226.0K | 0.00% | −251−3.1% | Reduced |
| Ballentine Partners, LLC | 7,918 | $225.0K | 0.01% | +28+0.4% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 7,766 | $221.0K | 0.01% | +7,766 | New |
| B. Metzler seel. Sohn & Co. Holding AG | 7,612 | $216.0K | 0.00% | −16,339−68.2% | Reduced |
| 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 |
| 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 |
| Flagship Harbor Advisors, LLC | 7,428 | $211.0K | 0.02% | +7,428 | New |
| Cutter & CO Brokerage, Inc. | 7,261 | $206.0K | 0.05% | −173−2.3% | Reduced |
| Fifth Third Bancorp | 6,729 | $191.0K | 0.00% | +238+3.7% | Added |
| Bessemer Group Inc | 6,671 | $190.0K | 0.00% | +1,511+29.3% | Added |
| Patriot Financial Group Insurance Agency, LLC | 6,187 | $176.0K | 0.03% | +335+5.7% | Added |
| Harvest Fund Management Co., Ltd | 6,016 | $173.0K | 0.02% | +3,365+126.9% | Added |
| FourThought Financial, LLC | 4,681 | $132.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| International Assets Investment Management, LLC | 14,106 | $127.0K | 0.02% | +12,004+571.1% | Added |
| Berman Capital Advisors, LLC | 4,412 | $125.0K | 0.02% | +231+5.5% | Added |
| Deseret Mutual Benefit Administrators | 4,376 | $124.0K | 0.03% | +4,376 | New |
| Asset Management One Co.,Ltd. | 4,286 | $121.0K | 0.00% | +2,592+153.0% | Added |
| Tower Research Capital LLC (TRC) | 4,074 | $116.0K | 0.00% | −19,688−82.9% | Reduced |
| IFP Advisors, Inc | 4,085 | $115.0K | 0.00% | +2,807+219.6% | Added |
| Toth Financial Advisory Corp | 4,003 | $114.0K | 0.02% | +97+2.5% | Added |
| Brewin Dolphin Ltd | 4,000 | $113.6K | 0.01% | +4,000 | New |
| JJJ Advisors Inc. | 3,766 | $107.0K | 0.04% | +293+8.4% | Added |
| Cutler Group LP | 3,286 | $93.0K | 0.01% | −7,155−68.5% | Reduced |
| Parallel Advisors, LLC | 3,279 | $93.0K | 0.00% | +244+8.0% | Added |
| Ameritas Investment Partners, Inc. | 3,122 | $89.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 3,126 | $88.8K | 0.01% | −242−7.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 3,114 | $88.4K | 0.00% | +435+16.2% | Added |
| SOA Wealth Advisors, LLC. | 3,057 | $86.0K | 0.02% | +1,244+68.6% | Added |
| James Investment Research Inc | 3,000 | $85.0K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 2,709 | $77.0K | 0.04% | +2,709 | New |
| Sageworth Trust Co | 2,289 | $65.0K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 2,100 | $60.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2,049 | $58.2K | 0.00% | +19+0.9% | Added |
| South State Corp. | 1,928 | $55.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,940 | $55.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,838 | $52.0K | 0.01% | −299−14.0% | Reduced |
| TCI Wealth Advisors, Inc. | 1,595 | $45.0K | 0.01% | +257+19.2% | Added |
| Sugarloaf Wealth Management, LLC | 1,472 | $42.0K | 0.01% | +759+106.5% | Added |
| Huntington National Bank | 1,463 | $41.0K | 0.00% | +463+46.3% | Added |
| Rockefeller Capital Management L.P. | 1,441 | $40.0K | 0.00% | −6−0.4% | Reduced |
| Daiwa Securities Group Inc. | 1,391 | $40.0K | 0.00% | +460+49.4% | Added |
| Fieldpoint Private Securities, LLC | 1,460 | $39.0K | 0.01% | +170+13.2% | Added |
| Compagnie Lombard Odier SCmA | 1,350 | $38.0K | 0.00% | +1,350 | New |
| Parkside Financial Bank & Trust | 1,251 | $36.0K | 0.01% | +65+5.5% | Added |
| Carroll Financial Associates, Inc. | 1,209 | $34.0K | 0.00% | +9+0.8% | Added |
| NN Investment Partners Holdings N.V. | 1,200 | $34.0K | 0.00% | +1,200 | New |
| Wolverine Asset Management LLC | 1,169 | $33.0K | 0.00% | −4,091−77.8% | Reduced |
| Lindbrook Capital, LLC | 1,175 | $33.0K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 1,145 | $33.0K | 0.02% | +11+1.0% | Added |
| CWM, LLC | 1,142 | $32.0K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,082 | $31.0K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 1,050 | $30.0K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1,024 | $29.0K | 0.00% | −225−18.0% | Reduced |
| Concord Wealth Partners | 1,029 | $29.0K | 0.01% | +838+438.7% | Added |
| Norway Savings Bank | 979 | $28.0K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 1,000 | $27.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 955 | $27.0K | 0.00% | +955 | New |
| MBM Wealth Consultants, LLC | 870 | $25.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 858 | $24.4K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 828 | $24.0K | 0.00% | +828 | New |
| Gemmer Asset Management LLC | 801 | $23.0K | 0.00% | +28+3.6% | Added |
| Riverview Trust Co | 800 | $23.0K | 0.02% | +800 | New |
| First Mercantile Trust Co | 724 | $21.0K | 0.00% | −82−10.2% | Reduced |
| Glassman Wealth Services | 731 | $21.0K | 0.00% | +23+3.2% | Added |
| Strategic Blueprint, LLC | 712 | $20.0K | 0.00% | +712 | New |
| Federated Hermes, Inc. | 652 | $19.0K | 0.00% | −50,704−98.7% | Reduced |
| DekaBank Deutsche Girozentrale | 678 | $19.0K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 658 | $19.0K | 0.00% | +658 | New |
| Brown Brothers Harriman & Co | 525 | $15.0K | 0.00% | +111+26.8% | Added |
| Accel Wealth Management | 500 | $14.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 480 | $14.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 442 | $13.0K | 0.00% | 00.0% | Unchanged |