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 |
|---|---|---|---|---|---|
| Miller Value Partners, LLC | 64,495 | $1.62M | 0.05% | +7,245+12.7% | Added |
| Paloma Partners Management Co | 65,904 | $1.65M | 0.07% | +65,904 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 67,526 | $1.69M | 0.02% | +41,937+163.9% | Added |
| APG Asset Management N.V. | 78,300 | $1.69M | 0.00% | +78,300 | New |
| HRT Financial LP | 68,149 | $1.71M | 0.01% | +68,149 | New |
| Kingsview Wealth Management, LLC | 68,713 | $1.72M | 0.08% | −34,204−33.2% | Reduced |
| Auxier Asset Management | 68,932 | $1.73M | 0.29% | −438−0.6% | Reduced |
| Oregon Public Employees Retirement Fund | 69,088 | $1.73M | 0.02% | +52,335+312.4% | Added |
| Point72 Hong Kong Ltd | 70,718 | $1.77M | 0.14% | +70,718 | New |
| Treasurer of the State of North Carolina | 73,402 | $1.84M | 0.01% | +2,479+3.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 75,200 | $1.89M | 0.12% | 00.0% | Unchanged |
| Creative Planning | 78,259 | $1.96M | 0.00% | +15,029+23.8% | Added |
| CIBC World Markets Inc. | 78,316 | $1.96M | 0.01% | −8,384−9.7% | Reduced |
| AlphaCrest Capital Management LLC | 78,959 | $1.98M | 0.10% | +65,401+482.4% | Added |
| Envestnet Asset Management Inc | 80,316 | $2.01M | 0.00% | +7,180+9.8% | Added |
| Alaska Permanent Fund Corp | 80,600 | $2.02M | 0.04% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 81,763 | $2.05M | 0.00% | −271,911−76.9% | Reduced |
| Macquarie Group Ltd | 83,228 | $2.09M | 0.00% | −2,351−2.7% | Reduced |
| Cambria Investment Management, L.P. | 87,688 | $2.20M | 0.40% | −3,616−4.0% | Reduced |
| Balasa Dinverno & Foltz LLC | 90,749 | $2.27M | 0.16% | −8,282−8.4% | Reduced |
| HighTower Advisors, LLC | 91,079 | $2.29M | 0.01% | −2,533−2.7% | Reduced |
| Quadrature Capital Ltd | 91,637 | $2.30M | 0.08% | +28,299+44.7% | Added |
| Engineers Gate Manager LP | 94,539 | $2.37M | 0.14% | +59,907+173.0% | Added |
| Royal Bank of Canada | 96,137 | $2.41M | 0.00% | −309,145−76.3% | Reduced |
| Rafferty Asset Management, LLC | 97,860 | $2.45M | 0.02% | −52,771−35.0% | Reduced |
| MetLife Investment Management | 98,192 | $2.46M | 0.02% | +50,840+107.4% | Added |
| Capitolis Advisors LLC | 91,511 | $2.52M | 0.02% | +91,511 | New |
| Bokf, NA | 105,777 | $2.65M | 0.05% | +105,777 | New |
| Great West Life Assurance Co | 106,903 | $2.70M | 0.01% | +65,940+161.0% | Added |
| Citigroup Inc | 110,907 | $2.78M | 0.00% | −95,927−46.4% | Reduced |
| Twinbeech Capital LP | 111,029 | $2.78M | 0.20% | +111,029 | New |
| Brookfield Asset Management Inc. | 111,329 | $2.79M | 0.01% | +111,329 | New |
| MUFG Securities EMEA plc | 112,000 | $2.81M | 0.04% | +112,000 | New |
| Duality Advisers, LP | 117,105 | $2.94M | 0.22% | +117,105 | New |
| Holocene Advisors, LP | 117,486 | $2.94M | 0.02% | +27,364+30.4% | Added |
| Voya Investment Management LLC | 120,191 | $3.01M | 0.01% | −50,259−29.5% | Reduced |
| State of New Jersey Common Pension Fund D | 121,264 | $3.04M | 0.01% | +11,690+10.7% | Added |
| Toronto Dominion Bank | 121,300 | $3.04M | 0.00% | +32,126+36.0% | Added |
| Advisory Services Network, LLC | 121,366 | $3.04M | 0.10% | +9,315+8.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 122,220 | $3.06M | 0.02% | +122,220 | New |
| Captrust Financial Advisors | 123,046 | $3.08M | 0.03% | +17,653+16.7% | Added |
| Impax Asset Management Group plc | 125,405 | $3.14M | 0.01% | 00.0% | Unchanged |
| US Bancorp | 126,077 | $3.16M | 0.01% | +1,696+1.4% | Added |
| Wealthfront Advisers LLC | 126,152 | $3.16M | 0.01% | −22,705−15.3% | Reduced |
| BNP Paribas Arbitrage, SA | 134,306 | $3.37M | 0.01% | −35,600−21.0% | Reduced |
| Janney Montgomery Scott LLC | 138,913 | $3.48M | 0.01% | +28,330+25.6% | Added |
| Comerica Bank | 136,366 | $3.70M | 0.02% | +97,108+247.4% | Added |
| LPL Financial LLC | 148,311 | $3.72M | 0.00% | +1,887+1.3% | Added |
| Texas Permanent School Fund | 151,197 | $3.79M | 0.05% | +117,267+345.6% | Added |
| LMR Partners LLP | 152,144 | $3.81M | 0.05% | +152,144 | New |
| ExodusPoint Capital Management, LP | 153,514 | $3.85M | 0.06% | +153,514 | New |
| First Horizon Advisors, Inc. | 153,740 | $3.85M | 0.13% | +9,143+6.3% | Added |
| Hussman Strategic Advisors, Inc. | 155,000 | $3.88M | 0.86% | +31,000+25.0% | Added |
| Burney Co | 156,098 | $3.91M | 0.18% | +3,969+2.6% | Added |
| Bank of Nova Scotia | 156,262 | $3.92M | 0.01% | +156,262 | New |
| Barnett & Company, Inc. | 160,750 | $4.03M | 3.03% | −4,200−2.5% | Reduced |
| Twin Tree Management, LP | 171,242 | $4.29M | 0.13% | +154,597+928.8% | Added |
| Amalgamated Bank | 176,491 | $4.42M | 0.04% | +73,114+70.7% | Added |
| Mutual of America Capital Management LLC | 180,094 | $4.51M | 0.04% | +153,430+575.4% | Added |
| Ibex Wealth Advisors | 182,529 | $4.57M | 0.88% | +2,408+1.3% | Added |
| Public Employees Retirement System of Ohio | 186,670 | $4.68M | 0.02% | +44,188+31.0% | Added |
| Commonwealth Equity Services, LLC | 192,449 | $4.82M | 0.01% | −2,041−1.0% | Reduced |
| Evergreen Capital Management LLC | 194,029 | $4.86M | 0.22% | +41,166+26.9% | Added |
| Advisor Group Holdings, Inc. | 196,531 | $4.93M | 0.01% | +46,672+31.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 197,945 | $4.96M | 0.01% | −40,099−16.8% | Reduced |
| Boston Financial Mangement LLC | 200,000 | $5.01M | 0.20% | +200,000 | New |
| Putnam Investments LLC | 206,724 | $5.18M | 0.01% | −12,832−5.8% | Reduced |
| Storebrand Asset Management AS | 211,738 | $5.31M | 0.03% | −15,331−6.8% | Reduced |
| Voloridge Investment Management, LLC | 218,673 | $5.48M | 0.04% | +218,673 | New |
| State Board of Administration of Florida Retirement System | 224,186 | $5.62M | 0.01% | −4,385−1.9% | Reduced |
| McGowan Group Asset Management, Inc. | 227,276 | $5.70M | 0.97% | +5,585+2.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 232,488 | $5.83M | 0.01% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 234,637 | $5.88M | 1.50% | +7,610+3.4% | Added |
| Swiss Life Asset Management Ltd | 234,909 | $5.89M | 0.08% | +53,569+29.5% | Added |
| American Century Companies Inc | 253,088 | $6.34M | 0.00% | −28,537−10.1% | Reduced |
| New York State Common Retirement Fund | 261,616 | $6.56M | 0.01% | +3,297+1.3% | Added |
| Brandywine Global Investment Management, LLC | 263,010 | $6.59M | 0.05% | +187,016+246.1% | Added |
| Franklin Resources Inc | 265,306 | $6.65M | 0.00% | +151,165+132.4% | Added |
| Gateway Investment Advisers LLC | 268,639 | $6.73M | 0.07% | +15,831+6.3% | Added |
| Bank of Montreal | 268,774 | $6.74M | 0.00% | +24,084+9.8% | Added |
| Deutsche Bank AG | 280,458 | $7.03M | 0.00% | −419,352−59.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 282,000 | $7.07M | 0.02% | +57,588+25.7% | Added |
| Raymond James & Associates | 288,971 | $7.24M | 0.01% | −11,514−3.8% | Reduced |
| New York State Teachers Retirement System | 289,290 | $7.25M | 0.02% | −2,087−0.7% | Reduced |
| Miller Howard Investments Inc | 300,000 | $7.52M | 0.31% | +300,000 | New |
| Robeco Institutional Asset Management B.V. | 312,387 | $7.83M | 0.02% | −87,256−21.8% | Reduced |
| Point72 Asset Management, L.P. | 315,300 | $7.90M | 0.04% | +75,700+31.6% | Added |
| Guggenheim Capital LLC | 316,786 | $7.94M | 0.05% | +97,534+44.5% | Added |
| Squarepoint Ops LLC | 320,028 | $8.02M | 0.06% | +247,899+343.7% | Added |
| Freemont Management S.A. | 322,300 | $8.08M | 1.09% | +2,300+0.7% | Added |
| AXA S.A. | 322,800 | $8.09M | 0.02% | −43,000−11.8% | Reduced |
| Ci Investments Inc. | 340,221 | $8.53M | 0.03% | +18,882+5.9% | Added |
| California State Teachers Retirement System | 345,553 | $8.66M | 0.01% | −4,145−1.2% | Reduced |
| American International Group, Inc. | 352,006 | $8.82M | 0.05% | +289,703+465.0% | Added |
| Truist Financial Corp | 354,567 | $8.89M | 0.01% | +5,387+1.5% | Added |
| Credit Suisse AG | 386,329 | $9.68M | 0.01% | +101,026+35.4% | Added |
| Boston Common Asset Management, LLC | 410,432 | $10.3M | 0.44% | +57,330+16.2% | Added |
| D. E. Shaw & Co., Inc. | 417,025 | $10.5M | 0.01% | +417,025 | New |
| Virginia Retirement Systems Et Al | 425,000 | $10.7M | 0.11% | −104,700−19.8% | Reduced |
| Allianz Asset Management GmbH | 445,661 | $11.2M | 0.01% | +71,488+19.1% | Added |