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 |
|---|---|---|---|---|---|
| Aigen Investment Management, LP | 12,217 | $306.0K | 0.06% | +12,217 | New |
| Cetera Advisor Networks LLC | 12,039 | $302.0K | 0.00% | +12,039 | New |
| Ethic Inc. | 11,788 | $295.0K | 0.03% | +11,788 | New |
| Headinvest, LLC | 11,575 | $290.0K | 0.05% | +45+0.4% | Added |
| Financial Advisory Service, Inc. | 11,491 | $288.0K | 0.03% | +122+1.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 11,465 | $287.0K | 0.05% | +11,465 | New |
| M&T Bank Corp | 11,155 | $279.0K | 0.00% | +167+1.5% | Added |
| NEXT Financial Group, Inc | 10,892 | $273.0K | 0.02% | +710+7.0% | Added |
| Utah Retirement Systems | 10,600 | $266.0K | 0.00% | −100−0.9% | Reduced |
| Profund Advisors LLC | 10,567 | $265.0K | 0.01% | +10,567 | New |
| Quantitative Investment Management, LLC | 10,543 | $264.0K | 0.02% | +10,543 | New |
| Legg Mason Asset Management (Japan) Co., Ltd. | 10,503 | $263.0K | 0.30% | −867−7.6% | Reduced |
| Leuthold Group, LLC | 10,437 | $262.0K | 0.03% | −135,427−92.8% | Reduced |
| Shell Asset Management Co | 10,450 | $262.0K | 0.01% | −450−4.1% | Reduced |
| Geneos Wealth Management Inc. | 10,066 | $260.0K | 0.01% | +1,248+14.2% | Added |
| Beacon Pointe Advisors, LLC | 10,318 | $259.0K | 0.01% | −1,441−12.3% | Reduced |
| Edge Capital Group, LLC | 10,055 | $252.0K | 0.02% | 00.0% | Unchanged |
| Slow Capital, Inc. | 9,727 | $244.0K | 0.04% | +866+9.8% | Added |
| Vestmark Advisory Solutions, Inc. | 9,633 | $241.0K | 0.02% | +2,094+27.8% | Added |
| JustInvest LLC | 9,378 | $235.0K | 0.02% | +9,378 | New |
| Old National Bancorp | 9,356 | $234.0K | 0.01% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 9,355 | $234.0K | 0.03% | 00.0% | Unchanged |
| Savant Capital, LLC | 9,203 | $231.0K | 0.01% | +650+7.6% | Added |
| HM Payson & Co | 9,130 | $229.0K | 0.01% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 9,053 | $227.0K | 0.02% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 9,027 | $226.0K | 0.00% | −921−9.3% | Reduced |
| Ieq Capital, LLC | 8,973 | $225.0K | 0.01% | −510−5.4% | Reduced |
| Cornercap Investment Counsel Inc | 8,928 | $224.0K | 0.03% | −423−4.5% | Reduced |
| Measured Wealth Private Client Group, LLC | 8,867 | $222.0K | 0.09% | −1,720−16.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 8,800 | $221.0K | 0.00% | +8,800 | New |
| Patten Group, Inc. | 8,785 | $220.0K | 0.06% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 8,629 | $216.0K | 0.00% | −9,227−51.7% | Reduced |
| Pinnacle Financial Partners Inc | 8,595 | $215.0K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 7,334 | $211.0K | 0.01% | −819−10.0% | Reduced |
| Flagship Harbor Advisors, LLC | 7,428 | $211.0K | 0.02% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 8,223 | $206.0K | 0.01% | +36+0.4% | Added |
| United Capital Financial Advisers, LLC | 8,141 | $204.0K | 0.00% | +171+2.1% | Added |
| Wetherby Asset Management Inc | 8,091 | $203.0K | 0.01% | −484−5.6% | Reduced |
| Howland Capital Management LLC | 8,000 | $200.0K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 7,421 | $186.0K | 0.03% | +1,234+19.9% | Added |
| Tower Research Capital LLC (TRC) | 6,685 | $168.0K | 0.00% | +2,611+64.1% | Added |
| Fifth Third Bancorp | 6,652 | $167.0K | 0.00% | −77−1.1% | Reduced |
| JJJ Advisors Inc. | 6,222 | $156.0K | 0.06% | +2,456+65.2% | Added |
| SG Americas Securities, LLC | 6,113 | $153.0K | 0.00% | −1,980−24.5% | Reduced |
| Berman Capital Advisors, LLC | 5,890 | $147.0K | 0.02% | +1,478+33.5% | Added |
| Hanson & Doremus Investment Management | 5,615 | $141.0K | 0.03% | −9,434−62.7% | Reduced |
| Bessemer Group Inc | 5,172 | $130.0K | 0.00% | −1,499−22.5% | Reduced |
| IFP Advisors, Inc | 4,888 | $121.0K | 0.00% | +803+19.7% | Added |
| FourThought Financial, LLC | 4,781 | $119.0K | 0.02% | +100+2.1% | Added |
| Proequities, Inc. | 4,563 | $114.0K | 0.01% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 4,416 | $111.0K | 0.02% | +4,416 | New |
| Brewin Dolphin Ltd | 4,000 | $100.2K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 3,894 | $98.0K | 0.03% | −699−15.2% | Reduced |
| Toth Financial Advisory Corp | 3,693 | $93.0K | 0.01% | −310−7.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 3,614 | $90.6K | 0.00% | +500+16.1% | Added |
| Leonteq Securities AG | 3,595 | $90.1K | 0.00% | +469+15.0% | Added |
| Parallel Advisors, LLC | 3,476 | $87.0K | 0.00% | +197+6.0% | Added |
| Deseret Mutual Benefit Administrators | 3,354 | $84.0K | 0.02% | −1,022−23.4% | Reduced |
| SOA Wealth Advisors, LLC. | 3,079 | $77.0K | 0.02% | +22+0.7% | Added |
| West Branch Capital LLC | 2,709 | $68.0K | 0.03% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 2,636 | $66.0K | 0.01% | −3,380−56.2% | Reduced |
| State of Wyoming | 2,512 | $63.0K | 0.04% | +2,512 | New |
| Fieldpoint Private Securities, LLC | 2,387 | $60.0K | 0.01% | +927+63.5% | Added |
| Sageworth Trust Co | 2,289 | $57.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 2,100 | $53.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,940 | $49.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,967 | $49.0K | 0.01% | +495+33.6% | Added |
| South State Corp. | 1,828 | $46.0K | 0.00% | −100−5.2% | Reduced |
| Quadrant Capital Group LLC | 1,855 | $46.0K | 0.01% | +17+0.9% | Added |
| TCI Wealth Advisors, Inc. | 1,778 | $45.0K | 0.01% | +183+11.5% | Added |
| DuPont Capital Management Corp | 1,762 | $44.0K | 0.00% | −16,100−90.1% | Reduced |
| Founders Capital Management | 1,758 | $44.0K | 0.03% | +613+53.5% | Added |
| TD Private Client Wealth LLC | 1,692 | $42.4K | 0.00% | −357−17.4% | Reduced |
| Neo Ivy Capital Management | 2,327 | $39.0K | 0.04% | +2,327 | New |
| Rockefeller Capital Management L.P. | 1,524 | $38.0K | 0.00% | +83+5.8% | Added |
| Carroll Financial Associates, Inc. | 1,209 | $30.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,175 | $29.0K | 0.01% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 1,147 | $29.0K | 0.01% | +277+31.8% | Added |
| Brown Brothers Harriman & Co | 1,105 | $28.0K | 0.00% | +580+110.5% | Added |
| Cranbrook Wealth Management, LLC | 1,082 | $27.0K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 1,000 | $27.0K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 1,050 | $26.0K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1,024 | $26.0K | 0.00% | 00.0% | Unchanged |
| James Investment Research Inc | 1,000 | $25.0K | 0.00% | −2,000−66.7% | Reduced |
| Huntington National Bank | 1,000 | $25.0K | 0.00% | −463−31.6% | Reduced |
| Norway Savings Bank | 979 | $25.0K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 999 | $25.0K | 0.00% | +999 | New |
| Parkside Financial Bank & Trust | 957 | $24.0K | 0.01% | −294−23.5% | Reduced |
| Cutler Group LP | 936 | $23.0K | 0.00% | −2,350−71.5% | Reduced |
| Clearstead Advisors, LLC | 900 | $23.0K | 0.00% | −55−5.8% | Reduced |
| Covington Capital Management | 873 | $22.0K | 0.00% | +588+206.3% | Added |
| Riverview Trust Co | 800 | $20.0K | 0.02% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 800 | $20.0K | 0.00% | +800 | New |
| Gemmer Asset Management LLC | 773 | $19.0K | 0.00% | −28−3.5% | Reduced |
| American Portfolios Advisors | 758 | $19.0K | 0.00% | −100−11.7% | Reduced |
| Concord Wealth Partners | 699 | $18.0K | 0.01% | −330−32.1% | Reduced |
| Glassman Wealth Services | 733 | $18.0K | 0.00% | +2+0.3% | Added |
| First Mercantile Trust Co | 686 | $17.0K | 0.00% | −38−5.2% | Reduced |
| Arkadios Wealth Advisors | 709 | $17.0K | 0.00% | +629+786.3% | Added |
| Ten Capital Wealth Advisors, LLC | 658 | $16.0K | 0.01% | 00.0% | Unchanged |