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 |
|---|---|---|---|---|---|
| Janus Henderson Group PLC | 20,527 | $515.0K | 0.00% | +20,527 | New |
| Quantinno Capital Management LP | 20,746 | $520.0K | 0.58% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 20,936 | $525.0K | 0.00% | +698+3.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 20,989 | $526.0K | 0.00% | +1,780+9.3% | Added |
| Capital Fund Management S.A. | 20,997 | $526.2K | 0.01% | +20,997 | New |
| Occudo Quantitative Strategies LP | 21,165 | $530.0K | 0.06% | +21,165 | New |
| Cresset Asset Management, LLC | 21,195 | $531.0K | 0.01% | +1,296+6.5% | Added |
| Ensign Peak Advisors, Inc | 21,800 | $546.0K | 0.00% | −18,963−46.5% | Reduced |
| Legal Advantage Investments, Inc. | 21,856 | $548.0K | 0.37% | +30.0% | Added |
| Teachers Retirement System of the State of Kentucky | 22,100 | $554.0K | 0.01% | +6,100+38.1% | Added |
| Hollencrest Capital Management | 22,190 | $556.0K | 0.05% | +153+0.7% | Added |
| Signaturefd, LLC | 22,402 | $561.0K | 0.02% | −50.0% | Reduced |
| Private Advisor Group, LLC | 22,432 | $562.0K | 0.00% | +13,813+160.3% | Added |
| Pacer Advisors, Inc. | 22,581 | $566.0K | 0.01% | +5,052+28.8% | Added |
| Hartford Investment Management Co | 23,040 | $577.0K | 0.02% | −26,013−53.0% | Reduced |
| Brooks, Moore & Associates, Inc. | 23,091 | $579.0K | 0.38% | 00.0% | Unchanged |
| AMP Capital Investors Ltd | 23,280 | $584.0K | 0.00% | −2,763−10.6% | Reduced |
| Xponance, Inc. | 23,304 | $584.0K | 0.01% | +11,617+99.4% | Added |
| Caxton Associates LP | 23,348 | $585.0K | 0.08% | +8,564+57.9% | Added |
| Seven Eight Capital, LP | 23,519 | $589.0K | 0.06% | +23,519 | New |
| SEI Investments Co | 26,776 | $593.0K | 0.00% | −32,441−54.8% | Reduced |
| Natixis Advisors, L.P. | 24,134 | $605.0K | 0.00% | −819−3.3% | Reduced |
| Easterly Investment Partners LLC | 25,000 | $627.0K | 0.04% | +25,000 | New |
| Corient Capital Partners, LLC | 25,562 | $641.0K | 0.05% | −1,444−5.3% | Reduced |
| State of Wisconsin Investment Board | 25,647 | $643.0K | 0.00% | −23,586−47.9% | Reduced |
| Kendall Capital Management | 25,710 | $644.0K | 0.35% | −8,325−24.5% | Reduced |
| Salem Investment Counselors Inc | 26,209 | $657.0K | 0.04% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 40,579 | $657.0K | 0.12% | +26,473+187.7% | Added |
| Stifel Financial Corp | 27,657 | $693.0K | 0.00% | −5,443−16.4% | Reduced |
| NJ State Employees Deferred Compensation Plan | 28,000 | $702.0K | 0.10% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 28,051 | $703.0K | 0.22% | +786+2.9% | Added |
| Illinois Municipal Retirement Fund | 28,146 | $705.0K | 0.03% | 00.0% | Unchanged |
| Algert Global LLC | 28,245 | $708.0K | 0.09% | +28,245 | New |
| Public Employees Retirement Association of Colorado | 28,963 | $726.0K | 0.00% | 00.0% | Unchanged |
| Clarius Group, LLC | 28,978 | $726.0K | 0.07% | +28,978 | New |
| Scotia Capital Inc. | 29,446 | $738.0K | 0.01% | +4,150+16.4% | Added |
| Dynamic Technology Lab Private Ltd | 29,506 | $739.0K | 0.09% | +29,506 | New |
| Capstone Investment Advisors, LLC | 30,251 | $758.0K | 0.01% | +29,423+3,553.5% | Added |
| Covenant Multifamily Offices, LLC | 28,616 | $763.0K | 0.14% | +11,703+69.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 31,112 | $780.0K | 0.00% | −6,550−17.4% | Reduced |
| Pearl River Capital, LLC | 31,246 | $783.0K | 0.21% | +31,246 | New |
| State of Alaska, Department of Revenue | 31,370 | $786.0K | 0.01% | −348−1.1% | Reduced |
| Carret Asset Management, LLC | 31,618 | $792.0K | 0.09% | +1,850+6.2% | Added |
| ARGI Investment Services, LLC | 31,986 | $802.0K | 0.03% | +2,864+9.8% | Added |
| Teacher Retirement System of Texas | 32,835 | $823.0K | 0.00% | +6,067+22.7% | Added |
| P.A.W. Capital Corp | 33,000 | $827.0K | 0.74% | +13,000+65.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 33,764 | $846.0K | 0.02% | +24,488+264.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 33,855 | $848.0K | 0.00% | −4,306−11.3% | Reduced |
| Trilogy Capital Inc. | 34,598 | $867.0K | 0.07% | +351+1.0% | Added |
| Convergence Investment Partners, LLC | 34,637 | $868.0K | 0.47% | −14,546−29.6% | Reduced |
| Oppenheimer & Co Inc | 35,238 | $883.0K | 0.02% | +3,029+9.4% | Added |
| Crossmark Global Holdings, Inc. | 35,558 | $891.0K | 0.02% | −15,883−30.9% | Reduced |
| American National Insurance Co | 35,920 | $900.0K | 0.03% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 35,920 | $900.0K | 0.01% | 00.0% | Unchanged |
| Virtu Financial LLC | 36,260 | $909.0K | 0.08% | +36,260 | New |
| Polar Asset Management Partners Inc. | 37,199 | $932.0K | 0.01% | +37,199 | New |
| Metropolitan Life Insurance Co | 37,305 | $934.9K | 0.01% | +12,480+50.3% | Added |
| Investors Research Corp | 37,300 | $935.0K | 0.32% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 37,845 | $948.0K | 0.12% | +5,050+15.4% | Added |
| Federated Hermes, Inc. | 39,285 | $985.0K | 0.00% | +38,633+5,925.3% | Added |
| Westpac Banking Corp | 39,811 | $997.7K | 0.01% | −5,201−11.6% | Reduced |
| Handelsbanken Fonder AB | 40,307 | $1.01M | 0.01% | +8,800+27.9% | Added |
| Natixis | 40,334 | $1.01M | 0.00% | +40,334 | New |
| Trexquant Investment LP | 40,471 | $1.01M | 0.08% | +40,471 | New |
| New Mexico Educational Retirement Board | 42,100 | $1.05M | 0.04% | +28,538+210.4% | Added |
| Kelly Lawrence W & Associates Inc | 42,175 | $1.06M | 0.22% | +400+1.0% | Added |
| Sigma Planning Corp | 42,307 | $1.06M | 0.03% | +5,059+13.6% | Added |
| Stephens Inc | 42,446 | $1.06M | 0.02% | +12,415+41.3% | Added |
| Integrated Wealth Concepts LLC | 43,854 | $1.10M | 0.04% | +258+0.6% | Added |
| Mork Capital Management, LLC | 44,600 | $1.12M | 0.95% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 44,748 | $1.12M | 0.16% | +44,748 | New |
| Sculati Wealth Management, LLC | 45,731 | $1.15M | 0.61% | +2,705+6.3% | Added |
| Hancock Whitney Corp | 47,725 | $1.20M | 0.04% | −77,434−61.9% | Reduced |
| Essex Investment Management Co LLC | 48,820 | $1.22M | 0.15% | 00.0% | Unchanged |
| Polianta Ltd | 49,300 | $1.24M | 0.57% | +7,000+16.5% | Added |
| The PNC Financial Services Group, Inc. | 49,673 | $1.25M | 0.00% | −4,654−8.6% | Reduced |
| Advisor Partners LLC | 49,745 | $1.25M | 0.08% | −2,446−4.7% | Reduced |
| Anchor Investment Management, LLC | 50,573 | $1.27M | 0.18% | −2,855−5.3% | Reduced |
| State of Michigan Retirement System | 51,200 | $1.28M | 0.01% | −160−0.3% | Reduced |
| First Citizens Bank & Trust Co | 51,491 | $1.29M | 0.06% | +309+0.6% | Added |
| Quantbot Technologies LP | 51,548 | $1.29M | 0.09% | +51,548 | New |
| Louisiana State Employees Retirement System | 52,100 | $1.31M | 0.03% | +39,400+310.2% | Added |
| Symmetry Partners, LLC | 49,119 | $1.31M | 0.09% | −6,121−11.1% | Reduced |
| Victory Capital Management Inc | 52,265 | $1.31M | 0.00% | +24,167+86.0% | Added |
| Standard Life Aberdeen plc | 54,132 | $1.36M | 0.00% | −57,042−51.3% | Reduced |
| Ameritas Investment Partners, Inc. | 54,142 | $1.36M | 0.05% | +51,020+1,634.2% | Added |
| Arizona State Retirement System | 55,633 | $1.39M | 0.01% | +253+0.5% | Added |
| Fulton Bank, N.A. | 56,234 | $1.41M | 0.07% | +6,227+12.5% | Added |
| Aviance Capital Partners, LLC | 57,224 | $1.43M | 0.25% | −2,614−4.4% | Reduced |
| Echo Street Capital Management LLC | 57,999 | $1.45M | 0.01% | +57,999 | New |
| Susquehanna Fundamental Investments, LLC | 58,245 | $1.46M | 0.03% | −161,099−73.4% | Reduced |
| Nisa Investment Advisors, LLC | 58,496 | $1.47M | 0.01% | +8,740+17.6% | Added |
| STRS Ohio | 59,039 | $1.48M | 0.01% | −2,415−3.9% | Reduced |
| BDO Wealth Advisors, LLC | 59,436 | $1.49M | 0.16% | +789+1.3% | Added |
| Arnhold LLC | 60,000 | $1.50M | 0.17% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 60,040 | $1.50M | 0.00% | −28,765−32.4% | Reduced |
| Greenleaf Trust | 60,298 | $1.51M | 0.02% | −2,112−3.4% | Reduced |
| BKD Wealth Advisors, LLC | 60,965 | $1.53M | 0.07% | +3,814+6.7% | Added |
| ProShare Advisors LLC | 62,027 | $1.55M | 0.00% | −13,861−18.3% | Reduced |
| HSBC Holdings PLC | 62,450 | $1.57M | 0.00% | −168,162−72.9% | Reduced |