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 |
|---|---|---|---|---|---|
| Dark Forest Capital Management LP | 450 | $13.0K | 0.01% | +450 | New |
| Tarbox Family Office, Inc. | 428 | $12.0K | 0.00% | −127−22.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 392 | $11.1K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 400 | $11.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 382 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 392 | $11.0K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 346 | $10.0K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 316 | $9.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 304 | $8.63K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 313 | $8.00K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 285 | $8.00K | 0.00% | +2+0.7% | Added |
| Oakworth Capital, Inc. | 251 | $7.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 242 | $7.00K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 247 | $7.00K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 256 | $7.00K | 0.01% | +256 | New |
| Evoke Wealth, LLC | 218 | $6.00K | 0.00% | −136−38.4% | Reduced |
| Ellevest, Inc. | 207 | $6.00K | 0.00% | −37−15.2% | Reduced |
| BBVA USA | 203 | $6.00K | 0.00% | +203 | New |
| Global Retirement Partners, LLC | 217 | $6.00K | 0.00% | +217 | New |
| Charter Oak Capital Management, LLC | 226 | $6.00K | 0.00% | +226 | New |
| Tradition Wealth Management, LLC | 200 | $6.00K | 0.00% | +200 | New |
| Sutton Wealth Advisors Inc. | 207 | $5.88K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 183 | $5.00K | 0.00% | −817−81.7% | Reduced |
| Manchester Capital Management LLC | 169 | $5.00K | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 170 | $5.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 150 | $4.00K | 0.00% | −150−50.0% | Reduced |
| Farmers & Merchants Investments Inc | 148 | $4.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 127 | $4.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 109 | $3.00K | 0.00% | −700−86.5% | Reduced |
| Enterprise Financial Services Corp | 96 | $3.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 118 | $3.00K | 0.00% | 00.0% | Unchanged |
| San Francisco Sentry Investment Group (Ca) | 91 | $3.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 112 | $3.00K | 0.00% | −6−5.1% | Reduced |
| Caldwell Trust Co | 77 | $2.19K | 0.00% | +77 | New |
| Earnest Partners LLC | 81 | $2.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 74 | $2.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 65 | $2.00K | 0.00% | +1+1.6% | Added |
| Syverson Strege & Co | 84 | $2.00K | 0.00% | +1+1.2% | Added |
| CX Institutional | 73 | $2.00K | 0.00% | +10+15.9% | Added |
| Arkadios Wealth Advisors | 80 | $2.00K | 0.00% | +1+1.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 72 | $2.00K | 0.00% | +72 | New |
| Column Capital Advisors, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 21 | $1.00K | 0.00% | +21 | New |
| C M Bidwell & Associates Ltd | 35 | $1.00K | 0.00% | +35 | New |
| MV Capital Management, Inc. | 33 | $1.00K | 0.00% | +33 | New |
| WestEnd Advisors, LLC | – | $85 | 0.00% | – | New |
| Baystate Wealth Management LLC | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 6 | $0 | 0.00% | +6 | New |
| Liberty Wealth Management LLC | 1 | $0 | 0.00% | +1 | New |
| Wasatch Advisors Inc | 0 | $0 | 0.00% | −722,873−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −385,325−100.0% | Sold out |
| Mount Lucas Management LP | 0 | $0 | 0.00% | −373,413−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −230,411−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −200,027−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −172,380−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −153,133−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −136,400−100.0% | Sold out |
| Dai-Ichi Life Insurance Company, Ltd | 0 | $0 | 0.00% | −130,000−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −118,901−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −109,585−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −100,300−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −70,741−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −61,079−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −57,486−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −55,964−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −55,060−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −54,614−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −53,000−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −48,734−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −48,301−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −42,092−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −37,396−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −29,467−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −24,350−100.0% | Sold out |
| LS Investment Advisors, LLC | 0 | $0 | 0.00% | −23,952−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −22,131−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −19,236−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −15,171−100.0% | Sold out |
| Brasada Capital Management, LP | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| AlphaCentric Advisors LLC | 0 | $0 | 0.00% | −12,633−100.0% | Sold out |
| Siemens Fonds Invest GmbH | 0 | $0 | 0.00% | −12,625−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −12,461−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −11,731−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −11,127−100.0% | Sold out |
| Renaissance Group LLC | 0 | $0 | 0.00% | −10,824−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −10,704−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −10,570−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −10,554−100.0% | Sold out |
| KBC Group NV | 0 | $0 | 0.00% | −8,881−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −7,580−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −7,217−100.0% | Sold out |
| Cigna Investments Inc | 0 | $0 | 0.00% | −7,190−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −2,446−100.0% | Sold out |
| Human Investing LLC | 0 | $0 | 0.00% | −1,533−100.0% | Sold out |
| Delta Asset Management LLC | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| MPS Loria Financial Planners, LLC | 0 | $0 | 0.00% | −705−100.0% | Sold out |
| Grant Street Asset Management, Inc. | 0 | $0 | 0.00% | −572−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −571−100.0% | Sold out |