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 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 3,174 | $78.0K | 0.00% | −302−8.7% | Reduced |
| HHM Wealth Advisors, LLC | 3,356 | $82.0K | 0.02% | −538−13.8% | Reduced |
| Deseret Mutual Benefit Administrators | 3,354 | $82.0K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 3,376 | $83.0K | 0.00% | +3,376 | New |
| Federation des caisses Desjardins du Quebec | 3,464 | $85.1K | 0.00% | −150−4.2% | Reduced |
| Leonteq Securities AG | 3,568 | $87.7K | 0.00% | −27−0.8% | Reduced |
| Toth Financial Advisory Corp | 3,693 | $91.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 3,775 | $93.0K | 0.02% | +3,775 | New |
| Cambridge Trust Co | 4,000 | $98.0K | 0.00% | +4,000 | New |
| JJJ Advisors Inc. | 4,226 | $104.0K | 0.03% | −1,996−32.1% | Reduced |
| Proequities, Inc. | 4,563 | $112.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 4,586 | $113.0K | 0.00% | −2,066−31.1% | Reduced |
| KBC Group NV | 4,856 | $119.0K | 0.00% | +4,856 | New |
| FourThought Financial, LLC | 4,881 | $120.0K | 0.02% | +100+2.1% | Added |
| Hanson & Doremus Investment Management | 5,429 | $133.0K | 0.03% | −186−3.3% | Reduced |
| Simplex Trading, LLC | 6,105 | $149.0K | 0.00% | −1,229−16.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 6,375 | $156.6K | 0.08% | +6,375 | New |
| Umb Bank N A | 6,716 | $165.0K | 0.00% | +6,716 | New |
| Paragon Capital Management Ltd | 6,702 | $165.0K | 0.03% | +6,702 | New |
| Sun Life Financial INC | 7,300 | $179.0K | 0.01% | +7,300 | New |
| Bessemer Group Inc | 7,860 | $193.0K | 0.00% | +2,688+52.0% | Added |
| Twelve Points Wealth Management LLC | 8,151 | $200.0K | 0.16% | +8,151 | New |
| Patten Group, Inc. | 8,185 | $201.0K | 0.05% | −600−6.8% | Reduced |
| Ballentine Partners, LLC | 8,166 | $201.0K | 0.01% | +8,166 | New |
| Wetherby Asset Management Inc | 8,208 | $202.0K | 0.01% | +117+1.4% | Added |
| Savant Capital, LLC | 8,435 | $207.0K | 0.01% | −768−8.3% | Reduced |
| Wealthsource Partners, LLC | 8,603 | $211.0K | 0.02% | −450−5.0% | Reduced |
| Cresset Asset Management, LLC | 8,641 | $213.0K | 0.00% | −12,554−59.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 8,674 | $213.0K | 0.04% | +1,253+16.9% | Added |
| Karp Capital Management Corp | 8,922 | $219.0K | 0.03% | +8,922 | New |
| CIBC Asset Management Inc | 8,993 | $221.0K | 0.00% | +364+4.2% | Added |
| Veritable, L.P. | 9,024 | $222.0K | 0.00% | +9,024 | New |
| Pearl River Capital, LLC | 9,193 | $226.0K | 0.06% | −22,053−70.6% | Reduced |
| AE Wealth Management LLC | 9,248 | $227.0K | 0.00% | +9,248 | New |
| Vestmark Advisory Solutions, Inc. | 9,312 | $229.0K | 0.01% | −321−3.3% | Reduced |
| Tower Research Capital LLC (TRC) | 9,331 | $229.0K | 0.00% | +2,646+39.6% | Added |
| Teza Capital Management LLC | 9,311 | $229.0K | 0.06% | +9,311 | New |
| Old National Bancorp | 9,356 | $230.0K | 0.01% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 9,355 | $230.0K | 0.02% | 00.0% | Unchanged |
| Ethic Inc. | 9,444 | $232.0K | 0.02% | −2,344−19.9% | Reduced |
| Venture Visionary Partners LLC | 9,601 | $235.0K | 0.02% | +9,601 | New |
| Cadence Bank NA | 9,597 | $236.0K | 0.06% | −6,192−39.2% | Reduced |
| Glenmede Trust Co NA | 9,712 | $237.0K | 0.00% | −8,324−46.2% | Reduced |
| HM Payson & Co | 9,630 | $237.0K | 0.01% | +500+5.5% | Added |
| Panagora Asset Management Inc | 9,684 | $238.0K | 0.00% | −687,887−98.6% | Reduced |
| Graham Capital Management, L.P. | 9,913 | $243.0K | 0.01% | +9,913 | New |
| Legg Mason Asset Management (Japan) Co., Ltd. | 10,003 | $246.0K | 0.27% | −500−4.8% | Reduced |
| Geneos Wealth Management Inc. | 10,089 | $247.0K | 0.01% | +23+0.2% | Added |
| Edge Capital Group, LLC | 10,055 | $247.0K | 0.02% | 00.0% | Unchanged |
| M&T Bank Corp | 10,066 | $248.0K | 0.00% | −1,089−9.8% | Reduced |
| Baird Financial Group, Inc. | 10,099 | $248.0K | 0.00% | +10,099 | New |
| Flagship Harbor Advisors, LLC | 10,228 | $251.0K | 0.02% | +2,800+37.7% | Added |
| Profund Advisors LLC | 10,392 | $255.0K | 0.01% | −175−1.7% | Reduced |
| Pathstone Family Office, LLC | 10,426 | $256.0K | 0.01% | −8,342−44.4% | Reduced |
| Beacon Pointe Advisors, LLC | 10,436 | $256.0K | 0.01% | +118+1.1% | Added |
| Shell Asset Management Co | 10,493 | $258.0K | 0.01% | +43+0.4% | Added |
| Slow Capital, Inc. | 10,505 | $258.0K | 0.04% | +778+8.0% | Added |
| Utah Retirement Systems | 10,700 | $263.0K | 0.00% | +100+0.9% | Added |
| Corton Capital Inc. | 10,789 | $265.0K | 0.12% | +10,789 | New |
| Shelton Capital Management | 10,833 | $266.0K | 0.01% | +10,833 | New |
| Coldstream Capital Management Inc | 10,880 | $267.0K | 0.01% | +10,880 | New |
| Wedge Capital Management L L P | 10,998 | $270.0K | 0.00% | +1,971+21.8% | Added |
| qPULA Trading Management LP | 11,117 | $273.0K | 0.49% | +11,117 | New |
| Evergreen Wealth Solutions, LLC | 11,242 | $276.0K | 0.25% | +11,242 | New |
| Cetera Advisor Networks LLC | 11,448 | $281.0K | 0.00% | −591−4.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 11,626 | $285.0K | 0.00% | −690−5.6% | Reduced |
| Financial Advisory Service, Inc. | 11,618 | $285.0K | 0.03% | +127+1.1% | Added |
| People's United Financial, Inc. | 11,739 | $288.0K | 0.01% | −4,920−29.5% | Reduced |
| Kestra Advisory Services, LLC | 11,706 | $288.0K | 0.00% | −2,104−15.2% | Reduced |
| Walleye Trading LLC | 11,796 | $290.0K | 0.00% | −5,603−32.2% | Reduced |
| Eaton Vance Management | 12,033 | $296.0K | 0.00% | −290−2.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 12,042 | $296.0K | 0.00% | +12,042 | New |
| Relative Value Partners Group, LLC | 12,300 | $302.0K | 0.02% | −550−4.3% | Reduced |
| Headinvest, LLC | 12,520 | $308.0K | 0.05% | +945+8.2% | Added |
| Pitcairn Co | 12,556 | $309.0K | 0.02% | −253−2.0% | Reduced |
| Patten & Patten Inc | 12,871 | $316.0K | 0.02% | −528−3.9% | Reduced |
| Commerce Bank | 13,179 | $324.0K | 0.00% | −525−3.8% | Reduced |
| Pictet Asset Management SA | 13,300 | $327.0K | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 13,300 | $327.0K | 0.00% | +4,500+51.1% | Added |
| Occudo Quantitative Strategies LP | 13,471 | $331.0K | 0.03% | −7,694−36.4% | Reduced |
| JustInvest LLC | 13,526 | $332.0K | 0.02% | +4,148+44.2% | Added |
| Rockland Trust Co | 13,539 | $333.0K | 0.02% | −2,231−14.1% | Reduced |
| Clarius Group, LLC | 13,913 | $342.0K | 0.03% | −15,065−52.0% | Reduced |
| Mariner, LLC | 13,917 | $342.0K | 0.00% | +1,243+9.8% | Added |
| Neumann Capital Management, LLC | 14,183 | $349.0K | 0.14% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 14,779 | $363.0K | 0.01% | −4,197−22.1% | Reduced |
| Old Port Advisors | 13,452 | $364.0K | 0.12% | +1,205+9.8% | Added |
| Emfo, LLC | 15,000 | $369.0K | 0.33% | +15,000 | New |
| Aigen Investment Management, LP | 15,697 | $375.0K | 0.02% | +3,480+28.5% | Added |
| Foster & Motley Inc | 16,093 | $395.0K | 0.03% | −1,066−6.2% | Reduced |
| Maryland State Retirement & Pension System | 16,191 | $398.0K | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 16,193 | $398.0K | 0.00% | +675+4.3% | Added |
| Verition Fund Management LLC | 16,213 | $398.0K | 0.01% | +16,213 | New |
| Crossmark Global Holdings, Inc. | 16,968 | $417.0K | 0.01% | −18,590−52.3% | Reduced |
| Financial Advisors Network, Inc. | 17,066 | $419.0K | 0.09% | −1,052−5.8% | Reduced |
| Wolverine Trading, LLC | 17,238 | $425.0K | 0.01% | +2,390+16.1% | Added |
| Handelsbanken Fonder AB | 17,707 | $435.0K | 0.00% | −22,600−56.1% | Reduced |
| First Republic Investment Management, Inc. | 17,760 | $436.0K | 0.00% | +402+2.3% | Added |
| United Capital Financial Advisers, LLC | 17,735 | $436.0K | 0.00% | +9,594+117.8% | Added |
| TD Waterhouse Canada Inc. | 16,712 | $437.7K | 0.00% | +16,712 | New |