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 |
|---|---|---|---|---|---|
| SOA Wealth Advisors, LLC. | 3,079 | $77.0K | 0.02% | +22+0.7% | Added |
| Deseret Mutual Benefit Administrators | 3,354 | $84.0K | 0.02% | −1,022−23.4% | Reduced |
| Parallel Advisors, LLC | 3,476 | $87.0K | 0.00% | +197+6.0% | Added |
| Leonteq Securities AG | 3,595 | $90.1K | 0.00% | +469+15.0% | Added |
| Federation des caisses Desjardins du Quebec | 3,614 | $90.6K | 0.00% | +500+16.1% | Added |
| Toth Financial Advisory Corp | 3,693 | $93.0K | 0.01% | −310−7.7% | Reduced |
| HHM Wealth Advisors, LLC | 3,894 | $98.0K | 0.03% | −699−15.2% | Reduced |
| Brewin Dolphin Ltd | 4,000 | $100.2K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 4,416 | $111.0K | 0.02% | +4,416 | New |
| Proequities, Inc. | 4,563 | $114.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 4,781 | $119.0K | 0.02% | +100+2.1% | Added |
| IFP Advisors, Inc | 4,888 | $121.0K | 0.00% | +803+19.7% | Added |
| Bessemer Group Inc | 5,172 | $130.0K | 0.00% | −1,499−22.5% | Reduced |
| Hanson & Doremus Investment Management | 5,615 | $141.0K | 0.03% | −9,434−62.7% | Reduced |
| Berman Capital Advisors, LLC | 5,890 | $147.0K | 0.02% | +1,478+33.5% | Added |
| SG Americas Securities, LLC | 6,113 | $153.0K | 0.00% | −1,980−24.5% | Reduced |
| JJJ Advisors Inc. | 6,222 | $156.0K | 0.06% | +2,456+65.2% | Added |
| Fifth Third Bancorp | 6,652 | $167.0K | 0.00% | −77−1.1% | Reduced |
| Tower Research Capital LLC (TRC) | 6,685 | $168.0K | 0.00% | +2,611+64.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 7,421 | $186.0K | 0.03% | +1,234+19.9% | Added |
| Howland Capital Management LLC | 8,000 | $200.0K | 0.01% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 8,091 | $203.0K | 0.01% | −484−5.6% | Reduced |
| United Capital Financial Advisers, LLC | 8,141 | $204.0K | 0.00% | +171+2.1% | Added |
| Mutual Advisors, LLC | 8,223 | $206.0K | 0.01% | +36+0.4% | Added |
| Simplex Trading, LLC | 7,334 | $211.0K | 0.01% | −819−10.0% | Reduced |
| Flagship Harbor Advisors, LLC | 7,428 | $211.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 8,595 | $215.0K | 0.01% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 8,629 | $216.0K | 0.00% | −9,227−51.7% | Reduced |
| Patten Group, Inc. | 8,785 | $220.0K | 0.06% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 8,800 | $221.0K | 0.00% | +8,800 | New |
| Measured Wealth Private Client Group, LLC | 8,867 | $222.0K | 0.09% | −1,720−16.2% | Reduced |
| Cornercap Investment Counsel Inc | 8,928 | $224.0K | 0.03% | −423−4.5% | Reduced |
| Ieq Capital, LLC | 8,973 | $225.0K | 0.01% | −510−5.4% | Reduced |
| Wedge Capital Management L L P | 9,027 | $226.0K | 0.00% | −921−9.3% | Reduced |
| Wealthsource Partners, LLC | 9,053 | $227.0K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 9,130 | $229.0K | 0.01% | 00.0% | Unchanged |
| Savant Capital, LLC | 9,203 | $231.0K | 0.01% | +650+7.6% | Added |
| Old National Bancorp | 9,356 | $234.0K | 0.01% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 9,355 | $234.0K | 0.03% | 00.0% | Unchanged |
| JustInvest LLC | 9,378 | $235.0K | 0.02% | +9,378 | New |
| Vestmark Advisory Solutions, Inc. | 9,633 | $241.0K | 0.02% | +2,094+27.8% | Added |
| Slow Capital, Inc. | 9,727 | $244.0K | 0.04% | +866+9.8% | Added |
| Edge Capital Group, LLC | 10,055 | $252.0K | 0.02% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 10,318 | $259.0K | 0.01% | −1,441−12.3% | Reduced |
| Geneos Wealth Management Inc. | 10,066 | $260.0K | 0.01% | +1,248+14.2% | Added |
| Leuthold Group, LLC | 10,437 | $262.0K | 0.03% | −135,427−92.8% | Reduced |
| Shell Asset Management Co | 10,450 | $262.0K | 0.01% | −450−4.1% | Reduced |
| Legg Mason Asset Management (Japan) Co., Ltd. | 10,503 | $263.0K | 0.30% | −867−7.6% | Reduced |
| Quantitative Investment Management, LLC | 10,543 | $264.0K | 0.02% | +10,543 | New |
| Profund Advisors LLC | 10,567 | $265.0K | 0.01% | +10,567 | New |
| Utah Retirement Systems | 10,600 | $266.0K | 0.00% | −100−0.9% | Reduced |
| NEXT Financial Group, Inc | 10,892 | $273.0K | 0.02% | +710+7.0% | Added |
| M&T Bank Corp | 11,155 | $279.0K | 0.00% | +167+1.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 11,465 | $287.0K | 0.05% | +11,465 | New |
| Financial Advisory Service, Inc. | 11,491 | $288.0K | 0.03% | +122+1.1% | Added |
| Headinvest, LLC | 11,575 | $290.0K | 0.05% | +45+0.4% | Added |
| Ethic Inc. | 11,788 | $295.0K | 0.03% | +11,788 | New |
| Cetera Advisor Networks LLC | 12,039 | $302.0K | 0.00% | +12,039 | New |
| Aigen Investment Management, LP | 12,217 | $306.0K | 0.06% | +12,217 | New |
| Northwestern Mutual Wealth Management Co | 12,316 | $308.0K | 0.00% | +331+2.8% | Added |
| Fortem Financial Group, LLC | 12,646 | $317.0K | 0.16% | −345−2.7% | Reduced |
| Mariner, LLC | 12,674 | $318.0K | 0.00% | +1,503+13.5% | Added |
| Pitcairn Co | 12,809 | $321.0K | 0.02% | −166−1.3% | Reduced |
| Relative Value Partners Group, LLC | 12,850 | $322.0K | 0.02% | +1,665+14.9% | Added |
| Contravisory Investment Management, Inc. | 12,918 | $324.0K | 0.10% | −122−0.9% | Reduced |
| Old Port Advisors | 12,247 | $326.0K | 0.12% | −24−0.2% | Reduced |
| Pictet Asset Management SA | 13,300 | $333.0K | 0.00% | +13,300 | New |
| Patten & Patten Inc | 13,399 | $336.0K | 0.03% | −4,000−23.0% | Reduced |
| World Asset Management Inc | 13,570 | $340.0K | 0.03% | +3,515+35.0% | Added |
| Commerce Bank | 13,704 | $343.0K | 0.00% | +134+1.0% | Added |
| Kestra Advisory Services, LLC | 13,810 | $346.0K | 0.00% | −4,029−22.6% | Reduced |
| Capula Management Ltd | 14,105 | $353.0K | 0.03% | +14,105 | New |
| Neumann Capital Management, LLC | 14,183 | $355.0K | 0.16% | +1,165+8.9% | Added |
| Magnetar Financial LLC | 14,766 | $370.0K | 0.00% | −27,250−64.9% | Reduced |
| Jacobi Capital Management LLC | 14,830 | $372.0K | 0.05% | +690+4.9% | Added |
| Wolverine Trading, LLC | 14,848 | $372.0K | 0.01% | +1,780+13.6% | Added |
| Ergoteles LLC | 14,944 | $374.0K | 0.01% | +14,944 | New |
| Versor Investments LP | 15,200 | $381.0K | 0.01% | −10,350−40.5% | Reduced |
| Meeder Asset Management Inc | 15,346 | $385.0K | 0.02% | −78,865−83.7% | Reduced |
| Mercer Global Advisors Inc | 15,518 | $389.0K | 0.00% | +760+5.1% | Added |
| Cadence Bank NA | 15,789 | $395.0K | 0.12% | +23+0.1% | Added |
| Rockland Trust Co | 15,770 | $395.0K | 0.03% | +574+3.8% | Added |
| Pinz Capital Management, LP | 16,100 | $403.0K | 0.18% | +16,100 | New |
| Maryland State Retirement & Pension System | 16,191 | $407.0K | 0.01% | 00.0% | Unchanged |
| XML Financial, LLC | 16,600 | $416.0K | 0.06% | +1,400+9.2% | Added |
| People's United Financial, Inc. | 16,659 | $417.0K | 0.01% | −2,500−13.0% | Reduced |
| Foster & Motley Inc | 17,159 | $430.0K | 0.04% | −550−3.1% | Reduced |
| First Republic Investment Management, Inc. | 17,358 | $435.0K | 0.00% | +166+1.0% | Added |
| Walleye Trading LLC | 17,399 | $436.0K | 0.01% | −2,176−11.1% | Reduced |
| McIlrath & Eck, LLC | 17,822 | $447.0K | 0.13% | +1,920+12.1% | Added |
| Glenmede Trust Co NA | 18,036 | $451.0K | 0.00% | −158−0.9% | Reduced |
| Securian Asset Management, Inc | 18,330 | $459.0K | 0.01% | +1,327+7.8% | Added |
| Neuberger Berman Group LLC | 20,724 | $469.0K | 0.00% | −2,517−10.8% | Reduced |
| Pathstone Family Office, LLC | 18,768 | $470.0K | 0.01% | +7,634+68.6% | Added |
| Dumont & Blake Investment Advisors LLC | 18,925 | $474.0K | 0.14% | +730+4.0% | Added |
| O'Shaughnessy Asset Management, LLC | 18,976 | $476.0K | 0.01% | +5,151+37.3% | Added |
| Copperwynd Financial, LLC | 19,069 | $478.0K | 0.20% | +692+3.8% | Added |
| Financial Advisors Network, Inc. | 18,118 | $480.0K | 0.11% | +1,206+7.1% | Added |
| Balentine LLC | 19,439 | $487.0K | 0.02% | +19,439 | New |
| Prudential Financial Inc | 20,347 | $510.0K | 0.00% | −147,401−87.9% | Reduced |