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 |
|---|---|---|---|---|---|
| Mutual of America Capital Management LLC | 180,094 | $4.51M | 0.04% | +153,430+575.4% | Added |
| Amalgamated Bank | 176,491 | $4.42M | 0.04% | +73,114+70.7% | Added |
| Twin Tree Management, LP | 171,242 | $4.29M | 0.13% | +154,597+928.8% | Added |
| Barnett & Company, Inc. | 160,750 | $4.03M | 3.03% | −4,200−2.5% | Reduced |
| Bank of Nova Scotia | 156,262 | $3.92M | 0.01% | +156,262 | New |
| Burney Co | 156,098 | $3.91M | 0.18% | +3,969+2.6% | Added |
| Hussman Strategic Advisors, Inc. | 155,000 | $3.88M | 0.86% | +31,000+25.0% | Added |
| First Horizon Advisors, Inc. | 153,740 | $3.85M | 0.13% | +9,143+6.3% | Added |
| ExodusPoint Capital Management, LP | 153,514 | $3.85M | 0.06% | +153,514 | New |
| LMR Partners LLP | 152,144 | $3.81M | 0.05% | +152,144 | New |
| Texas Permanent School Fund | 151,197 | $3.79M | 0.05% | +117,267+345.6% | Added |
| LPL Financial LLC | 148,311 | $3.72M | 0.00% | +1,887+1.3% | Added |
| Comerica Bank | 136,366 | $3.70M | 0.02% | +97,108+247.4% | Added |
| Janney Montgomery Scott LLC | 138,913 | $3.48M | 0.01% | +28,330+25.6% | Added |
| BNP Paribas Arbitrage, SA | 134,306 | $3.37M | 0.01% | −35,600−21.0% | Reduced |
| Wealthfront Advisers LLC | 126,152 | $3.16M | 0.01% | −22,705−15.3% | Reduced |
| US Bancorp | 126,077 | $3.16M | 0.01% | +1,696+1.4% | Added |
| Impax Asset Management Group plc | 125,405 | $3.14M | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 123,046 | $3.08M | 0.03% | +17,653+16.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 122,220 | $3.06M | 0.02% | +122,220 | New |
| Advisory Services Network, LLC | 121,366 | $3.04M | 0.10% | +9,315+8.3% | Added |
| Toronto Dominion Bank | 121,300 | $3.04M | 0.00% | +32,126+36.0% | Added |
| State of New Jersey Common Pension Fund D | 121,264 | $3.04M | 0.01% | +11,690+10.7% | Added |
| Voya Investment Management LLC | 120,191 | $3.01M | 0.01% | −50,259−29.5% | Reduced |
| Holocene Advisors, LP | 117,486 | $2.94M | 0.02% | +27,364+30.4% | Added |
| Duality Advisers, LP | 117,105 | $2.94M | 0.22% | +117,105 | New |
| MUFG Securities EMEA plc | 112,000 | $2.81M | 0.04% | +112,000 | New |
| Brookfield Asset Management Inc. | 111,329 | $2.79M | 0.01% | +111,329 | New |
| Twinbeech Capital LP | 111,029 | $2.78M | 0.20% | +111,029 | New |
| Citigroup Inc | 110,907 | $2.78M | 0.00% | −95,927−46.4% | Reduced |
| Great West Life Assurance Co | 106,903 | $2.70M | 0.01% | +65,940+161.0% | Added |
| Bokf, NA | 105,777 | $2.65M | 0.05% | +105,777 | New |
| Capitolis Advisors LLC | 91,511 | $2.52M | 0.02% | +91,511 | New |
| MetLife Investment Management | 98,192 | $2.46M | 0.02% | +50,840+107.4% | Added |
| Rafferty Asset Management, LLC | 97,860 | $2.45M | 0.02% | −52,771−35.0% | Reduced |
| Royal Bank of Canada | 96,137 | $2.41M | 0.00% | −309,145−76.3% | Reduced |
| Engineers Gate Manager LP | 94,539 | $2.37M | 0.14% | +59,907+173.0% | Added |
| Quadrature Capital Ltd | 91,637 | $2.30M | 0.08% | +28,299+44.7% | Added |
| HighTower Advisors, LLC | 91,079 | $2.29M | 0.01% | −2,533−2.7% | Reduced |
| Balasa Dinverno & Foltz LLC | 90,749 | $2.27M | 0.16% | −8,282−8.4% | Reduced |
| Cambria Investment Management, L.P. | 87,688 | $2.20M | 0.40% | −3,616−4.0% | Reduced |
| Macquarie Group Ltd | 83,228 | $2.09M | 0.00% | −2,351−2.7% | Reduced |
| Price T Rowe Associates Inc | 81,763 | $2.05M | 0.00% | −271,911−76.9% | Reduced |
| Alaska Permanent Fund Corp | 80,600 | $2.02M | 0.04% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 80,316 | $2.01M | 0.00% | +7,180+9.8% | Added |
| AlphaCrest Capital Management LLC | 78,959 | $1.98M | 0.10% | +65,401+482.4% | Added |
| CIBC World Markets Inc. | 78,316 | $1.96M | 0.01% | −8,384−9.7% | Reduced |
| Creative Planning | 78,259 | $1.96M | 0.00% | +15,029+23.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 75,200 | $1.89M | 0.12% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 73,402 | $1.84M | 0.01% | +2,479+3.5% | Added |
| Point72 Hong Kong Ltd | 70,718 | $1.77M | 0.14% | +70,718 | New |
| Oregon Public Employees Retirement Fund | 69,088 | $1.73M | 0.02% | +52,335+312.4% | Added |
| Auxier Asset Management | 68,932 | $1.73M | 0.29% | −438−0.6% | Reduced |
| Kingsview Wealth Management, LLC | 68,713 | $1.72M | 0.08% | −34,204−33.2% | Reduced |
| HRT Financial LP | 68,149 | $1.71M | 0.01% | +68,149 | New |
| APG Asset Management N.V. | 78,300 | $1.69M | 0.00% | +78,300 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 67,526 | $1.69M | 0.02% | +41,937+163.9% | Added |
| Paloma Partners Management Co | 65,904 | $1.65M | 0.07% | +65,904 | New |
| Miller Value Partners, LLC | 64,495 | $1.62M | 0.05% | +7,245+12.7% | Added |
| HSBC Holdings PLC | 62,450 | $1.57M | 0.00% | −168,162−72.9% | Reduced |
| ProShare Advisors LLC | 62,027 | $1.55M | 0.00% | −13,861−18.3% | Reduced |
| BKD Wealth Advisors, LLC | 60,965 | $1.53M | 0.07% | +3,814+6.7% | Added |
| Greenleaf Trust | 60,298 | $1.51M | 0.02% | −2,112−3.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 60,040 | $1.50M | 0.00% | −28,765−32.4% | Reduced |
| Arnhold LLC | 60,000 | $1.50M | 0.17% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 59,436 | $1.49M | 0.16% | +789+1.3% | Added |
| STRS Ohio | 59,039 | $1.48M | 0.01% | −2,415−3.9% | Reduced |
| Nisa Investment Advisors, LLC | 58,496 | $1.47M | 0.01% | +8,740+17.6% | Added |
| Susquehanna Fundamental Investments, LLC | 58,245 | $1.46M | 0.03% | −161,099−73.4% | Reduced |
| Echo Street Capital Management LLC | 57,999 | $1.45M | 0.01% | +57,999 | New |
| Aviance Capital Partners, LLC | 57,224 | $1.43M | 0.25% | −2,614−4.4% | Reduced |
| Fulton Bank, N.A. | 56,234 | $1.41M | 0.07% | +6,227+12.5% | Added |
| Arizona State Retirement System | 55,633 | $1.39M | 0.01% | +253+0.5% | Added |
| Ameritas Investment Partners, Inc. | 54,142 | $1.36M | 0.05% | +51,020+1,634.2% | Added |
| Standard Life Aberdeen plc | 54,132 | $1.36M | 0.00% | −57,042−51.3% | Reduced |
| 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 |
| Louisiana State Employees Retirement System | 52,100 | $1.31M | 0.03% | +39,400+310.2% | Added |
| Quantbot Technologies LP | 51,548 | $1.29M | 0.09% | +51,548 | New |
| First Citizens Bank & Trust Co | 51,491 | $1.29M | 0.06% | +309+0.6% | Added |
| State of Michigan Retirement System | 51,200 | $1.28M | 0.01% | −160−0.3% | Reduced |
| Anchor Investment Management, LLC | 50,573 | $1.27M | 0.18% | −2,855−5.3% | Reduced |
| Advisor Partners LLC | 49,745 | $1.25M | 0.08% | −2,446−4.7% | Reduced |
| The PNC Financial Services Group, Inc. | 49,673 | $1.25M | 0.00% | −4,654−8.6% | Reduced |
| Polianta Ltd | 49,300 | $1.24M | 0.57% | +7,000+16.5% | Added |
| Essex Investment Management Co LLC | 48,820 | $1.22M | 0.15% | 00.0% | Unchanged |
| Hancock Whitney Corp | 47,725 | $1.20M | 0.04% | −77,434−61.9% | Reduced |
| Sculati Wealth Management, LLC | 45,731 | $1.15M | 0.61% | +2,705+6.3% | Added |
| Redwood Investment Management, LLC | 44,748 | $1.12M | 0.16% | +44,748 | New |
| Mork Capital Management, LLC | 44,600 | $1.12M | 0.95% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 43,854 | $1.10M | 0.04% | +258+0.6% | Added |
| Stephens Inc | 42,446 | $1.06M | 0.02% | +12,415+41.3% | Added |
| Sigma Planning Corp | 42,307 | $1.06M | 0.03% | +5,059+13.6% | Added |
| Kelly Lawrence W & Associates Inc | 42,175 | $1.06M | 0.22% | +400+1.0% | Added |
| New Mexico Educational Retirement Board | 42,100 | $1.05M | 0.04% | +28,538+210.4% | Added |
| Trexquant Investment LP | 40,471 | $1.01M | 0.08% | +40,471 | New |
| Natixis | 40,334 | $1.01M | 0.00% | +40,334 | New |
| Handelsbanken Fonder AB | 40,307 | $1.01M | 0.01% | +8,800+27.9% | Added |
| Westpac Banking Corp | 39,811 | $997.7K | 0.01% | −5,201−11.6% | Reduced |
| Federated Hermes, Inc. | 39,285 | $985.0K | 0.00% | +38,633+5,925.3% | Added |