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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
Naples Global Advisors, LLC37,845$948.0K0.12%+5,050+15.4%Added
Investors Research Corp37,300$935.0K0.32%00.0%Unchanged
Metropolitan Life Insurance Co37,305$934.9K0.01%+12,480+50.3%Added
Polar Asset Management Partners Inc.37,199$932.0K0.01%+37,199New
Virtu Financial LLC36,260$909.0K0.08%+36,260New
American National Insurance Co35,920$900.0K0.03%00.0%Unchanged
Moody National Bank Trust Division35,920$900.0K0.01%00.0%Unchanged
Crossmark Global Holdings, Inc.35,558$891.0K0.02%−15,883−30.9%Reduced
Oppenheimer & Co Inc35,238$883.0K0.02%+3,029+9.4%Added
Convergence Investment Partners, LLC34,637$868.0K0.47%−14,546−29.6%Reduced
Trilogy Capital Inc.34,598$867.0K0.07%+351+1.0%Added
Cambridge Investment Research Advisors, Inc.33,855$848.0K0.00%−4,306−11.3%Reduced
Northwestern Mutual Investment Management Company, LLC33,764$846.0K0.02%+24,488+264.0%Added
P.A.W. Capital Corp33,000$827.0K0.74%+13,000+65.0%Added
Teacher Retirement System of Texas32,835$823.0K0.00%+6,067+22.7%Added
ARGI Investment Services, LLC31,986$802.0K0.03%+2,864+9.8%Added
Carret Asset Management, LLC31,618$792.0K0.09%+1,850+6.2%Added
State of Alaska, Department of Revenue31,370$786.0K0.01%−348−1.1%Reduced
Pearl River Capital, LLC31,246$783.0K0.21%+31,246New
Mirae Asset Global Investments Co., Ltd.31,112$780.0K0.00%−6,550−17.4%Reduced
Covenant Multifamily Offices, LLC28,616$763.0K0.14%+11,703+69.2%Added
Capstone Investment Advisors, LLC30,251$758.0K0.01%+29,423+3,553.5%Added
Dynamic Technology Lab Private Ltd29,506$739.0K0.09%+29,506New
Scotia Capital Inc.29,446$738.0K0.01%+4,150+16.4%Added
Public Employees Retirement Association of Colorado28,963$726.0K0.00%00.0%Unchanged
Clarius Group, LLC28,978$726.0K0.07%+28,978New
Algert Global LLC28,245$708.0K0.09%+28,245New
Illinois Municipal Retirement Fund28,146$705.0K0.03%00.0%Unchanged
Abacus Planning Group, Inc.28,051$703.0K0.22%+786+2.9%Added
NJ State Employees Deferred Compensation Plan28,000$702.0K0.10%00.0%Unchanged
Stifel Financial Corp27,657$693.0K0.00%−5,443−16.4%Reduced
Salem Investment Counselors Inc26,209$657.0K0.04%00.0%Unchanged
International Assets Investment Management, LLC40,579$657.0K0.12%+26,473+187.7%Added
Kendall Capital Management25,710$644.0K0.35%−8,325−24.5%Reduced
State of Wisconsin Investment Board25,647$643.0K0.00%−23,586−47.9%Reduced
Corient Capital Partners, LLC25,562$641.0K0.05%−1,444−5.3%Reduced
Easterly Investment Partners LLC25,000$627.0K0.04%+25,000New
Natixis Advisors, L.P.24,134$605.0K0.00%−819−3.3%Reduced
SEI Investments Co26,776$593.0K0.00%−32,441−54.8%Reduced
Seven Eight Capital, LP23,519$589.0K0.06%+23,519New
Caxton Associates LP23,348$585.0K0.08%+8,564+57.9%Added
AMP Capital Investors Ltd23,280$584.0K0.00%−2,763−10.6%Reduced
Xponance, Inc.23,304$584.0K0.01%+11,617+99.4%Added
Brooks, Moore & Associates, Inc.23,091$579.0K0.38%00.0%Unchanged
Hartford Investment Management Co23,040$577.0K0.02%−26,013−53.0%Reduced
Pacer Advisors, Inc.22,581$566.0K0.01%+5,052+28.8%Added
Private Advisor Group, LLC22,432$562.0K0.00%+13,813+160.3%Added
Signaturefd, LLC22,402$561.0K0.02%−50.0%Reduced
Hollencrest Capital Management22,190$556.0K0.05%+153+0.7%Added
Teachers Retirement System of the State of Kentucky22,100$554.0K0.01%+6,100+38.1%Added
Legal Advantage Investments, Inc.21,856$548.0K0.37%+30.0%Added
Ensign Peak Advisors, Inc21,800$546.0K0.00%−18,963−46.5%Reduced
Cresset Asset Management, LLC21,195$531.0K0.01%+1,296+6.5%Added
Occudo Quantitative Strategies LP21,165$530.0K0.06%+21,165New
Capital Fund Management S.A.20,997$526.2K0.01%+20,997New
Zurcher Kantonalbank (Zurich Cantonalbank)20,989$526.0K0.00%+1,780+9.3%Added
Bridgewater Associates, LP20,936$525.0K0.00%+698+3.4%Added
Quantinno Capital Management LP20,746$520.0K0.58%00.0%Unchanged
Janus Henderson Group PLC20,527$515.0K0.00%+20,527New
Prudential Financial Inc20,347$510.0K0.00%−147,401−87.9%Reduced
Balentine LLC19,439$487.0K0.02%+19,439New
Financial Advisors Network, Inc.18,118$480.0K0.11%+1,206+7.1%Added
Copperwynd Financial, LLC19,069$478.0K0.20%+692+3.8%Added
O'Shaughnessy Asset Management, LLC18,976$476.0K0.01%+5,151+37.3%Added
Dumont & Blake Investment Advisors LLC18,925$474.0K0.14%+730+4.0%Added
Pathstone Family Office, LLC18,768$470.0K0.01%+7,634+68.6%Added
Neuberger Berman Group LLC20,724$469.0K0.00%−2,517−10.8%Reduced
Securian Asset Management, Inc18,330$459.0K0.01%+1,327+7.8%Added
Glenmede Trust Co NA18,036$451.0K0.00%−158−0.9%Reduced
McIlrath & Eck, LLC17,822$447.0K0.13%+1,920+12.1%Added
Walleye Trading LLC17,399$436.0K0.01%−2,176−11.1%Reduced
First Republic Investment Management, Inc.17,358$435.0K0.00%+166+1.0%Added
Foster & Motley Inc17,159$430.0K0.04%−550−3.1%Reduced
People's United Financial, Inc.16,659$417.0K0.01%−2,500−13.0%Reduced
XML Financial, LLC16,600$416.0K0.06%+1,400+9.2%Added
Maryland State Retirement & Pension System16,191$407.0K0.01%00.0%Unchanged
Pinz Capital Management, LP16,100$403.0K0.18%+16,100New
Cadence Bank NA15,789$395.0K0.12%+23+0.1%Added
Rockland Trust Co15,770$395.0K0.03%+574+3.8%Added
Mercer Global Advisors Inc15,518$389.0K0.00%+760+5.1%Added
Meeder Asset Management Inc15,346$385.0K0.02%−78,865−83.7%Reduced
Versor Investments LP15,200$381.0K0.01%−10,350−40.5%Reduced
Ergoteles LLC14,944$374.0K0.01%+14,944New
Jacobi Capital Management LLC14,830$372.0K0.05%+690+4.9%Added
Wolverine Trading, LLC14,848$372.0K0.01%+1,780+13.6%Added
Magnetar Financial LLC14,766$370.0K0.00%−27,250−64.9%Reduced
Neumann Capital Management, LLC14,183$355.0K0.16%+1,165+8.9%Added
Capula Management Ltd14,105$353.0K0.03%+14,105New
Kestra Advisory Services, LLC13,810$346.0K0.00%−4,029−22.6%Reduced
Commerce Bank13,704$343.0K0.00%+134+1.0%Added
World Asset Management Inc13,570$340.0K0.03%+3,515+35.0%Added
Patten & Patten Inc13,399$336.0K0.03%−4,000−23.0%Reduced
Pictet Asset Management SA13,300$333.0K0.00%+13,300New
Old Port Advisors12,247$326.0K0.12%−24−0.2%Reduced
Contravisory Investment Management, Inc.12,918$324.0K0.10%−122−0.9%Reduced
Relative Value Partners Group, LLC12,850$322.0K0.02%+1,665+14.9%Added
Pitcairn Co12,809$321.0K0.02%−166−1.3%Reduced
Mariner, LLC12,674$318.0K0.00%+1,503+13.5%Added
Fortem Financial Group, LLC12,646$317.0K0.16%−345−2.7%Reduced
Northwestern Mutual Wealth Management Co12,316$308.0K0.00%+331+2.8%Added