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 |
|---|---|---|---|---|---|
| Systematic Alpha Investments, LLC | 582 | $15.0K | 0.00% | +582 | New |
| Kowal Investment Group, LLC | 616 | $15.0K | 0.00% | +616 | New |
| Meridian Wealth Partners, LLC | 563 | $14.0K | 0.00% | +563 | New |
| Steward Partners Investment Advisory, LLC | 480 | $12.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 477 | $12.0K | 0.00% | +260+119.8% | Added |
| Gerber Kawasaki Wealth & Investment Management | 490 | $12.0K | 0.00% | +490 | New |
| FinTrust Capital Advisors, LLC | 442 | $11.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 400 | $10.0K | 0.01% | −100−20.0% | Reduced |
| Baldwin Brothers Inc | 400 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 392 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 392 | $9.82K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 316 | $8.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 304 | $7.62K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 251 | $6.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 242 | $6.00K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 247 | $6.00K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 256 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 220 | $6.00K | 0.00% | +13+6.3% | Added |
| Charter Oak Capital Management, LLC | 226 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 220 | $6.00K | 0.00% | +20+10.0% | Added |
| Sutton Wealth Advisors Inc. | 207 | $5.19K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 197 | $5.00K | 0.00% | −231−54.0% | Reduced |
| BBVA USA | 203 | $5.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 218 | $5.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 183 | $5.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 287 | $5.00K | 0.00% | +287 | New |
| Manchester Capital Management LLC | 169 | $4.00K | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 170 | $4.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 148 | $4.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 150 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 176 | $4.00K | 0.00% | +176 | New |
| Strategic Asset Management, LLC | 149 | $4.00K | 0.01% | +149 | New |
| Bell Investment Advisors, Inc | 140 | $4.00K | 0.00% | +140 | New |
| Harbor Investment Advisory, LLC | 127 | $3.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 118 | $3.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 109 | $3.00K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 96 | $2.00K | 0.00% | −250−72.3% | Reduced |
| Earnest Partners LLC | 81 | $2.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 74 | $2.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 65 | $2.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 85 | $2.00K | 0.00% | +1+1.2% | Added |
| Whittier Trust Co of Nevada Inc | 88 | $2.00K | 0.00% | +88 | New |
| PFG Private Wealth Management, LLC | 94 | $2.00K | 0.00% | +94 | New |
| Caldwell Trust Co | 77 | $1.93K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 20 | $1.00K | 0.00% | −92−82.1% | Reduced |
| CX Institutional | 53 | $1.00K | 0.00% | −20−27.4% | Reduced |
| Sentry Investment Management LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 31 | $1.00K | 0.00% | −2−6.1% | Reduced |
| Financial Management Professionals, Inc. | 29 | $1.00K | 0.00% | +29 | New |
| Focused Wealth Management, Inc | 22 | $1.00K | 0.00% | +22 | New |
| Eaton Vance Management | 12,323 | $0 | 0.00% | −453−3.5% | Reduced |
| Versant Capital Management, Inc | 18 | $0 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 8 | $0 | 0.00% | +8 | New |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −2,865,123−100.0% | Sold out |
| Churchill Management Corp | 0 | $0 | 0.00% | −249,409−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −238,700−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −151,329−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −148,556−100.0% | Sold out |
| Chevy Chase Trust Holdings, Inc. | 0 | $0 | 0.00% | −130,145−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −101,384−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −86,950−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −71,000−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −54,264−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −52,026−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −40,485−100.0% | Sold out |
| State of Tennessee, Treasury Department | 0 | $0 | 0.00% | −36,379−100.0% | Sold out |
| Brookstone Capital Management | 0 | $0 | 0.00% | −35,025−100.0% | Sold out |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −32,019−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −31,447−100.0% | Sold out |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 0 | $0 | 0.00% | −29,967−100.0% | Sold out |
| Kovack Advisors, Inc. | 0 | $0 | 0.00% | −26,086−100.0% | Sold out |
| SummerHaven Investment Management, LLC | 0 | $0 | 0.00% | −25,890−100.0% | Sold out |
| Wealthstar Advisors, LLC | 0 | $0 | 0.00% | −22,775−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −16,774−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −16,200−100.0% | Sold out |
| V Wealth Advisors LLC | 0 | $0 | 0.00% | −15,154−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −12,267−100.0% | Sold out |
| Kentucky Retirement Systems | 0 | $0 | 0.00% | −11,893−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −10,678−100.0% | Sold out |
| Johnson Investment Counsel Inc | 0 | $0 | 0.00% | −10,496−100.0% | Sold out |
| Icon Wealth Partners, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −9,778−100.0% | Sold out |
| Inscription Capital, LLC | 0 | $0 | 0.00% | −9,355−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −8,938−100.0% | Sold out |
| PRW Wealth Management LLC | 0 | $0 | 0.00% | −8,785−100.0% | Sold out |
| Atlantic Union Bankshares Corp | 0 | $0 | 0.00% | −8,500−100.0% | Sold out |
| Ballentine Partners, LLC | 0 | $0 | 0.00% | −7,918−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −7,766−100.0% | Sold out |
| B. Metzler seel. Sohn & Co. Holding AG | 0 | $0 | 0.00% | −7,612−100.0% | Sold out |
| Investors Asset Management of Georgia Inc | 0 | $0 | 0.00% | −7,575−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −7,566−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −7,531−100.0% | Sold out |
| Cutter & CO Brokerage, Inc. | 0 | $0 | 0.00% | −7,261−100.0% | Sold out |