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, Q4 2021
Institutional positions in Unum Group as of Dec 31, 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
- 444
- −10 vs. Q3 2021
- Shares held
- 166.6M
- −296.4K (−0.2%) vs. Q3 2021
- Total value
- $4.09B
- −$89.1M (−2.1%) vs. Q3 2021
- New holders
- 63
- 139 more added
- Sold out
- 73
- 178 more reduced
5 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Unum Group; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Zions Bancorporation, N.A. | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 18 | $0 | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 16 | $0 | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 33 | $1.00K | 0.00% | −32−49.2% | Reduced |
| Sentry Investment Management LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 23 | $1.00K | 0.00% | +15+187.5% | Added |
| Lenox Wealth Advisors, LLC | 47 | $1.00K | 0.00% | +47 | New |
| Schubert & Co | 33 | $1.00K | 0.00% | +33 | New |
| Amplius Wealth Advisors, LLC | 41 | $1.00K | 0.00% | +41 | New |
| Beaird Harris Wealth Management, LLC | 60 | $1.00K | 0.00% | +60 | New |
| Caldwell Trust Co | 77 | $1.89K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 98 | $2.00K | 0.00% | −4,790−98.0% | Reduced |
| Manchester Capital Management LLC | 70 | $2.00K | 0.00% | −99−58.6% | Reduced |
| Earnest Partners LLC | 81 | $2.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 74 | $2.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 86 | $2.00K | 0.00% | +1+1.2% | Added |
| PFG Private Wealth Management, LLC | 94 | $2.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 100 | $2.00K | 0.00% | +100 | New |
| JFS Wealth Advisors, LLC | 66 | $2.00K | 0.00% | +66 | New |
| Bell Investment Advisors, Inc | 125 | $3.00K | 0.00% | −15−10.7% | Reduced |
| Washington Trust Co | 118 | $3.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 109 | $3.00K | 0.00% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 107 | $3.00K | 0.00% | +107 | New |
| Zullo Investment Group, Inc. | 114 | $3.00K | 0.00% | +114 | New |
| Tarbox Family Office, Inc. | 156 | $4.00K | 0.00% | −41−20.8% | Reduced |
| Institutional & Family Asset Management, LLC | 183 | $4.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 172 | $4.00K | 0.00% | −46−21.1% | Reduced |
| Hartford Financial Management Inc. | 176 | $4.00K | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 170 | $4.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 186 | $5.00K | 0.00% | +186 | New |
| Fortitude Advisory Group L.L.C. | 219 | $5.00K | 0.00% | +219 | New |
| Sutton Wealth Advisors Inc. | 235 | $5.77K | 0.00% | +28+13.5% | Added |
| 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 |
| Charter Oak Capital Management, LLC | 226 | $6.00K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 256 | $6.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 263 | $6.00K | 0.00% | +175+198.9% | Added |
| Widmann Financial Services, Inc. | 283 | $6.00K | 0.00% | +283 | New |
| Heritage Wealth Advisors | 304 | $7.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 320 | $8.00K | 0.00% | +320 | New |
| Rise Advisors, LLC | 393 | $9.66K | 0.01% | +393 | New |
| Baldwin Brothers Inc | 400 | $10.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 400 | $10.0K | 0.00% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 410 | $10.0K | 0.00% | +410 | New |
| FinTrust Capital Advisors, LLC | 442 | $11.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 449 | $11.0K | 0.00% | +449 | New |
| Spire Wealth Management | 478 | $12.0K | 0.00% | +478 | New |
| Brown Brothers Harriman & Co | 525 | $13.0K | 0.00% | −580−52.5% | Reduced |
| BDO Wealth Advisors, LLC | 560 | $14.0K | 0.00% | −58,876−99.1% | Reduced |
| Blue Bell Private Wealth Management, LLC | 561 | $14.0K | 0.00% | +561 | New |
| Ten Capital Wealth Advisors, LLC | 658 | $16.0K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 642 | $16.0K | 0.00% | +422+191.8% | Added |
| Addison Advisors LLC | 673 | $17.0K | 0.01% | +673 | New |
| Koshinski Asset Management, Inc. | 750 | $18.4K | 0.00% | +750 | New |
| American Portfolios Advisors | 758 | $18.6K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 791 | $19.0K | 0.00% | −3,625−82.1% | Reduced |
| Gemmer Asset Management LLC | 773 | $19.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 782 | $19.0K | 0.00% | +49+6.7% | Added |
| CVA Family Office, LLC | 780 | $19.0K | 0.00% | +780 | New |
| North Star Investment Management Corp. | 802 | $20.0K | 0.00% | +2+0.3% | Added |
| Arlington Partners LLC | 830 | $20.0K | 0.01% | +830 | New |
| Concord Wealth Partners | 856 | $21.0K | 0.01% | +157+22.5% | Added |
| Parkside Financial Bank & Trust | 907 | $22.0K | 0.01% | −50−5.2% | Reduced |
| Clearstead Advisors, LLC | 900 | $22.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 876 | $22.0K | 0.00% | +3+0.3% | Added |
| Norway Savings Bank | 979 | $24.0K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 1,000 | $26.0K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 1,050 | $26.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 1,055 | $26.0K | 0.00% | +55+5.5% | Added |
| Cranbrook Wealth Management, LLC | 1,082 | $27.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,162 | $28.6K | 0.00% | −530−31.3% | Reduced |
| Carroll Financial Associates, Inc. | 1,200 | $29.0K | 0.00% | −9−0.7% | Reduced |
| Lindbrook Capital, LLC | 1,175 | $29.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,280 | $31.0K | 0.00% | +800+166.7% | Added |
| Sugarloaf Wealth Management, LLC | 1,352 | $33.0K | 0.01% | −615−31.3% | Reduced |
| TCI Wealth Advisors, Inc. | 1,330 | $33.0K | 0.00% | −448−25.2% | Reduced |
| AGF Investments LLC | 1,371 | $34.0K | 0.00% | +1,371 | New |
| CWM, LLC | 1,607 | $39.0K | 0.00% | +1,607 | New |
| Fieldpoint Private Securities, LLC | 1,652 | $41.0K | 0.01% | −735−30.8% | Reduced |
| Founders Capital Management | 1,772 | $44.0K | 0.03% | +14+0.8% | Added |
| MBM Wealth Consultants, LLC | 1,779 | $44.0K | 0.02% | +632+55.1% | Added |
| Harvest Fund Management Co., Ltd | 1,872 | $46.0K | 0.01% | −764−29.0% | Reduced |
| Ellevest, Inc. | 1,920 | $47.0K | 0.00% | +1,700+772.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,940 | $48.0K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 1,938 | $48.0K | 0.00% | +110+6.0% | Added |
| Cullen/Frost Bankers, Inc. | 2,100 | $52.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,186 | $54.0K | 0.01% | +331+17.8% | Added |
| NEXT Financial Group, Inc | 2,319 | $57.0K | 0.00% | −8,573−78.7% | Reduced |
| Aquatic Capital Management LLC | 2,500 | $61.0K | 0.12% | +2,500 | New |
| West Branch Capital LLC | 2,709 | $67.0K | 0.03% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 2,806 | $69.0K | 0.00% | +2,806 | New |
| Covestor Ltd | 2,891 | $71.0K | 0.10% | +2,891 | New |
| Snowden Capital Advisors LLC | 3,000 | $73.0K | 0.00% | +3,000 | New |
| Reilly Financial Advisors, LLC | 3,000 | $74.0K | 0.01% | +3,000 | New |
| SOA Wealth Advisors, LLC. | 3,081 | $76.0K | 0.02% | +2+0.1% | Added |