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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.

Institutional holdersQ3 2021: 459 institutions
Q1 2021: 459 institutionsQ2 2021: 451 institutionsQ3 2021: 459 institutionsQ4 2021: 444 institutionsQ1 2022: 466 institutionsQ2 2022: 487 institutionsQ3 2022: 492 institutionsQ4 2022: 528 institutionsQ1 2023: 527 institutionsQ2 2023: 557 institutionsQ3 2023: 580 institutionsQ4 2023: 572 institutionsQ1 2024: 580 institutionsQ2 2024: 579 institutionsQ3 2024: 625 institutionsQ4 2024: 685 institutionsQ1 2025: 729 institutionsQ2 2025: 736 institutionsQ3 2025: 674 institutionsQ4 2025: 699 institutionsQ1 2026: 702 institutionsQ2 2026: 766 institutions
Value heldQ3 2021: $4.18B
Q1 2021: $4.67BQ2 2021: $4.88BQ3 2021: $4.18BQ4 2021: $4.09BQ1 2022: $5.36BQ2 2022: $5.76BQ3 2022: $6.59BQ4 2022: $6.94BQ1 2023: $6.65BQ2 2023: $7.97BQ3 2023: $8.14BQ4 2023: $7.51BQ1 2024: $8.87BQ2 2024: $8.25BQ3 2024: $9.30BQ4 2024: $11.3BQ1 2025: $12.6BQ2 2025: $12.3BQ3 2025: $10.4BQ4 2025: $11.3BQ1 2026: $9.25BQ2 2026: $12.6B
Institutions holding UNM and their total value by quarter
QuarterHoldersValue
Q2 2026766$12.6B
Q1 2026702$9.25B
Q4 2025699$11.3B
Q3 2025674$10.4B
Q2 2025736$12.3B
Q1 2025729$12.6B
Q4 2024685$11.3B
Q3 2024625$9.30B
Q2 2024579$8.25B
Q1 2024580$8.87B
Q4 2023572$7.51B
Q3 2023580$8.14B
Q2 2023557$7.97B
Q1 2023527$6.65B
Q4 2022528$6.94B
Q3 2022492$6.59B
Q2 2022487$5.76B
Q1 2022466$5.36B
Q4 2021444$4.09B
Q3 2021459$4.18B
Q2 2021451$4.88B
Q1 2021459$4.67B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Unum Group; share changes are against Q2 2021.

Institutions holding UNM in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Asset Management One Co.,Ltd.0$00.00%−4,286−100.0%Sold out
Daiwa Securities Group Inc.0$00.00%−1,391−100.0%Sold out
Compagnie Lombard Odier SCmA0$00.00%−1,350−100.0%Sold out
NN Investment Partners Holdings N.V.0$00.00%−1,200−100.0%Sold out
Wolverine Asset Management LLC0$00.00%−1,169−100.0%Sold out
Strategic Blueprint, LLC0$00.00%−712−100.0%Sold out
DekaBank Deutsche Girozentrale0$00.00%−678−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−450−100.0%Sold out
AdvisorNet Financial, Inc0$00.00%−382−100.0%Sold out
Enterprise Financial Services Corp0$00.00%−96−100.0%Sold out
Nelson, Van Denburg & Campbell Wealth Management Group, LLC0$00.00%−72−100.0%Sold out
WestEnd Advisors, LLC0$00.00%–Sold out
QS Investors, LLC––––Not filed
Snow Capital Management LP––––Not filed
Pictet Asset Management Ltd––––Not filed
Pinnacle Wealth Advisors––––Not filed
CWM, LLC––––Not filed
First Horizon Corp––––Not filed
San Francisco Sentry Investment Group (Ca)––––Not filed