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, Q3 2021
Institutional positions in Unum Group as of Sep 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
- 459
- +15 vs. Q2 2021
- Shares held
- 166.9M
- −4.56M (−2.7%) vs. Q2 2021
- Total value
- $4.18B
- −$686.4M (−14.1%) vs. Q2 2021
- New holders
- 68
- 180 more added
- Sold out
- 53
- 135 more reduced
7 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Unum Group; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Eaton Vance Management | 12,323 | $0 | 0.00% | −453−3.5% | Reduced |
| Versant Capital Management, Inc | 18 | $0 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 8 | $0 | 0.00% | +8 | New |
| Zions Bancorporation, N.A. | 20 | $1.00K | 0.00% | −92−82.1% | Reduced |
| CX Institutional | 53 | $1.00K | 0.00% | −20−27.4% | Reduced |
| Sentry Investment Management LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 31 | $1.00K | 0.00% | −2−6.1% | Reduced |
| Financial Management Professionals, Inc. | 29 | $1.00K | 0.00% | +29 | New |
| Focused Wealth Management, Inc | 22 | $1.00K | 0.00% | +22 | New |
| Caldwell Trust Co | 77 | $1.93K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 96 | $2.00K | 0.00% | −250−72.3% | Reduced |
| 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% | 00.0% | Unchanged |
| Syverson Strege & Co | 85 | $2.00K | 0.00% | +1+1.2% | Added |
| Whittier Trust Co of Nevada Inc | 88 | $2.00K | 0.00% | +88 | New |
| PFG Private Wealth Management, LLC | 94 | $2.00K | 0.00% | +94 | New |
| Harbor Investment Advisory, LLC | 127 | $3.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 118 | $3.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 109 | $3.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 169 | $4.00K | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 170 | $4.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 148 | $4.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 150 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 176 | $4.00K | 0.00% | +176 | New |
| Strategic Asset Management, LLC | 149 | $4.00K | 0.01% | +149 | New |
| Bell Investment Advisors, Inc | 140 | $4.00K | 0.00% | +140 | New |
| Tarbox Family Office, Inc. | 197 | $5.00K | 0.00% | −231−54.0% | Reduced |
| BBVA USA | 203 | $5.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 218 | $5.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 183 | $5.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 287 | $5.00K | 0.00% | +287 | New |
| Sutton Wealth Advisors Inc. | 207 | $5.19K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 251 | $6.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 242 | $6.00K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 247 | $6.00K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 256 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 220 | $6.00K | 0.00% | +13+6.3% | Added |
| Charter Oak Capital Management, LLC | 226 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 220 | $6.00K | 0.00% | +20+10.0% | Added |
| Heritage Wealth Advisors | 304 | $7.62K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 316 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 392 | $9.82K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 400 | $10.0K | 0.01% | −100−20.0% | Reduced |
| Baldwin Brothers Inc | 400 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 392 | $10.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 442 | $11.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 480 | $12.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 477 | $12.0K | 0.00% | +260+119.8% | Added |
| Gerber Kawasaki Wealth & Investment Management | 490 | $12.0K | 0.00% | +490 | New |
| Meridian Wealth Partners, LLC | 563 | $14.0K | 0.00% | +563 | New |
| Systematic Alpha Investments, LLC | 582 | $15.0K | 0.00% | +582 | New |
| Kowal Investment Group, LLC | 616 | $15.0K | 0.00% | +616 | New |
| Ten Capital Wealth Advisors, LLC | 658 | $16.0K | 0.01% | 00.0% | Unchanged |
| First Mercantile Trust Co | 686 | $17.0K | 0.00% | −38−5.2% | Reduced |
| Arkadios Wealth Advisors | 709 | $17.0K | 0.00% | +629+786.3% | Added |
| Concord Wealth Partners | 699 | $18.0K | 0.01% | −330−32.1% | Reduced |
| Glassman Wealth Services | 733 | $18.0K | 0.00% | +2+0.3% | Added |
| American Portfolios Advisors | 758 | $19.0K | 0.00% | −100−11.7% | Reduced |
| Gemmer Asset Management LLC | 773 | $19.0K | 0.00% | −28−3.5% | Reduced |
| Riverview Trust Co | 800 | $20.0K | 0.02% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 800 | $20.0K | 0.00% | +800 | New |
| Covington Capital Management | 873 | $22.0K | 0.00% | +588+206.3% | Added |
| Cutler Group LP | 936 | $23.0K | 0.00% | −2,350−71.5% | Reduced |
| Clearstead Advisors, LLC | 900 | $23.0K | 0.00% | −55−5.8% | Reduced |
| Parkside Financial Bank & Trust | 957 | $24.0K | 0.01% | −294−23.5% | Reduced |
| James Investment Research Inc | 1,000 | $25.0K | 0.00% | −2,000−66.7% | Reduced |
| Huntington National Bank | 1,000 | $25.0K | 0.00% | −463−31.6% | Reduced |
| Norway Savings Bank | 979 | $25.0K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 999 | $25.0K | 0.00% | +999 | New |
| Hoey Investments, Inc | 1,050 | $26.0K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1,024 | $26.0K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,082 | $27.0K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 1,000 | $27.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,105 | $28.0K | 0.00% | +580+110.5% | Added |
| Lindbrook Capital, LLC | 1,175 | $29.0K | 0.01% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 1,147 | $29.0K | 0.01% | +277+31.8% | Added |
| Carroll Financial Associates, Inc. | 1,209 | $30.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,524 | $38.0K | 0.00% | +83+5.8% | Added |
| Neo Ivy Capital Management | 2,327 | $39.0K | 0.04% | +2,327 | New |
| TD Private Client Wealth LLC | 1,692 | $42.4K | 0.00% | −357−17.4% | Reduced |
| DuPont Capital Management Corp | 1,762 | $44.0K | 0.00% | −16,100−90.1% | Reduced |
| Founders Capital Management | 1,758 | $44.0K | 0.03% | +613+53.5% | Added |
| TCI Wealth Advisors, Inc. | 1,778 | $45.0K | 0.01% | +183+11.5% | Added |
| South State Corp. | 1,828 | $46.0K | 0.00% | −100−5.2% | Reduced |
| Quadrant Capital Group LLC | 1,855 | $46.0K | 0.01% | +17+0.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,940 | $49.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,967 | $49.0K | 0.01% | +495+33.6% | Added |
| Cullen/Frost Bankers, Inc. | 2,100 | $53.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 2,289 | $57.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 2,387 | $60.0K | 0.01% | +927+63.5% | Added |
| State of Wyoming | 2,512 | $63.0K | 0.04% | +2,512 | New |
| Harvest Fund Management Co., Ltd | 2,636 | $66.0K | 0.01% | −3,380−56.2% | Reduced |
| West Branch Capital LLC | 2,709 | $68.0K | 0.03% | 00.0% | Unchanged |