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 |
|---|---|---|---|---|---|
| Bridgewater Associates, LP | 18,140 | $446.0K | 0.00% | −2,796−13.4% | Reduced |
| Holocene Advisors, LP | 18,202 | $447.0K | 0.00% | −99,284−84.5% | Reduced |
| Securian Asset Management, Inc | 18,230 | $448.0K | 0.01% | −100−0.5% | Reduced |
| XML Financial, LLC | 18,650 | $458.0K | 0.06% | +2,050+12.3% | Added |
| Prudential Financial Inc | 18,762 | $461.0K | 0.00% | −1,585−7.8% | Reduced |
| Dumont & Blake Investment Advisors LLC | 19,399 | $477.0K | 0.12% | +474+2.5% | Added |
| Rockefeller Capital Management L.P. | 19,981 | $490.0K | 0.00% | +18,457+1,211.1% | Added |
| Susquehanna Fundamental Investments, LLC | 20,024 | $492.0K | 0.01% | −38,221−65.6% | Reduced |
| Pacer Advisors, Inc. | 20,464 | $503.0K | 0.01% | −2,117−9.4% | Reduced |
| SG Americas Securities, LLC | 21,071 | $518.0K | 0.00% | +14,958+244.7% | Added |
| Kendall Capital Management | 21,210 | $521.0K | 0.25% | −4,500−17.5% | Reduced |
| Caxton Associates LP | 21,683 | $533.0K | 0.07% | −1,665−7.1% | Reduced |
| Ensign Peak Advisors, Inc | 21,800 | $536.0K | 0.00% | 00.0% | Unchanged |
| Legal Advantage Investments, Inc. | 21,860 | $537.0K | 0.36% | +40.0% | Added |
| Signaturefd, LLC | 21,940 | $539.0K | 0.02% | −462−2.1% | Reduced |
| Hollencrest Capital Management | 22,291 | $547.0K | 0.04% | +101+0.5% | Added |
| Brooks, Moore & Associates, Inc. | 22,348 | $549.0K | 0.32% | −743−3.2% | Reduced |
| McIlrath & Eck, LLC | 22,887 | $562.0K | 0.15% | +5,065+28.4% | Added |
| Hartford Investment Management Co | 23,040 | $566.0K | 0.01% | 00.0% | Unchanged |
| Xponance, Inc. | 23,097 | $567.0K | 0.01% | −207−0.9% | Reduced |
| Private Advisor Group, LLC | 23,959 | $589.0K | 0.00% | +1,527+6.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 24,033 | $590.0K | 0.00% | +3,044+14.5% | Added |
| Abacus Planning Group, Inc. | 24,798 | $609.0K | 0.16% | −3,253−11.6% | Reduced |
| State of Wisconsin Investment Board | 24,786 | $609.0K | 0.00% | −861−3.4% | Reduced |
| Neuberger Berman Group LLC | 25,993 | $612.0K | 0.00% | +5,269+25.4% | Added |
| Easterly Investment Partners LLC | 25,000 | $614.0K | 0.04% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 25,209 | $620.0K | 0.04% | −353−1.4% | Reduced |
| Polar Asset Management Partners Inc. | 25,985 | $638.0K | 0.01% | −11,214−30.1% | Reduced |
| Salem Investment Counselors Inc | 26,209 | $644.0K | 0.02% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 26,765 | $658.0K | 0.41% | +26,765 | New |
| Capital Fund Management S.A. | 26,882 | $660.5K | 0.02% | +5,885+28.0% | Added |
| Echo Street Capital Management LLC | 26,922 | $661.0K | 0.00% | −31,077−53.6% | Reduced |
| NJ State Employees Deferred Compensation Plan | 28,000 | $688.0K | 0.09% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 28,665 | $702.0K | 0.00% | +27,666+2,769.4% | Added |
| SEI Investments Co | 33,315 | $708.0K | 0.00% | +6,539+24.4% | Added |
| Carret Asset Management, LLC | 28,918 | $711.0K | 0.08% | −2,700−8.5% | Reduced |
| Public Employees Retirement Association of Colorado | 28,963 | $712.0K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 29,101 | $715.0K | 0.01% | −1,150−3.8% | Reduced |
| State of Alaska, Department of Revenue | 29,595 | $727.0K | 0.01% | −1,775−5.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 29,600 | $727.0K | 0.01% | +7,500+33.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 29,943 | $736.0K | 0.00% | −3,912−11.6% | Reduced |
| Jane Street Group, LLC | 29,993 | $737.0K | 0.00% | −1,501,578−98.0% | Reduced |
| Envestnet Asset Management Inc | 30,427 | $748.0K | 0.00% | −49,889−62.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 31,268 | $768.0K | 0.00% | +156+0.5% | Added |
| International Assets Investment Management, LLC | 47,270 | $809.0K | 0.14% | +6,691+16.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 33,892 | $833.0K | 0.02% | +128+0.4% | Added |
| Scotia Capital Inc. | 34,215 | $841.0K | 0.01% | +4,769+16.2% | Added |
| ARGI Investment Services, LLC | 34,925 | $858.0K | 0.03% | +2,939+9.2% | Added |
| P.A.W. Capital Corp | 35,000 | $860.0K | 0.79% | +2,000+6.1% | Added |
| ProShare Advisors LLC | 36,120 | $888.0K | 0.00% | −25,907−41.8% | Reduced |
| Trilogy Capital Inc. | 36,168 | $889.0K | 0.07% | +1,570+4.5% | Added |
| Metropolitan Life Insurance Co | 36,568 | $898.5K | 0.01% | −737−2.0% | Reduced |
| Kelly Lawrence W & Associates Inc | 36,875 | $906.0K | 0.18% | −5,300−12.6% | Reduced |
| Investors Research Corp | 37,300 | $916.0K | 0.28% | 00.0% | Unchanged |
| Westpac Banking Corp | 37,450 | $920.1K | 0.01% | −2,361−5.9% | Reduced |
| Hancock Whitney Corp | 37,886 | $931.0K | 0.03% | −9,839−20.6% | Reduced |
| The PNC Financial Services Group, Inc. | 37,930 | $933.0K | 0.00% | −11,743−23.6% | Reduced |
| Oppenheimer & Co Inc | 38,082 | $936.0K | 0.02% | +2,844+8.1% | Added |
| Greenleaf Trust | 38,680 | $950.0K | 0.01% | −21,618−35.9% | Reduced |
| Stephens Inc | 39,496 | $970.0K | 0.01% | −2,950−7.0% | Reduced |
| BKD Wealth Advisors, LLC | 39,674 | $975.0K | 0.04% | −21,291−34.9% | Reduced |
| Teacher Retirement System of Texas | 39,673 | $975.0K | 0.00% | +6,838+20.8% | Added |
| Toronto Dominion Bank | 40,300 | $990.0K | 0.00% | −81,000−66.8% | Reduced |
| Creative Planning | 40,275 | $990.0K | 0.00% | −37,984−48.5% | Reduced |
| Janus Henderson Group PLC | 41,261 | $1.01M | 0.00% | +20,734+101.0% | Added |
| Illinois Municipal Retirement Fund | 41,491 | $1.02M | 0.03% | +13,345+47.4% | Added |
| Quantinno Capital Management LP | 41,503 | $1.02M | 0.18% | +20,757+100.1% | Added |
| New Mexico Educational Retirement Board | 42,100 | $1.03M | 0.03% | 00.0% | Unchanged |
| Sigma Planning Corp | 42,115 | $1.03M | 0.03% | −192−0.5% | Reduced |
| Naples Global Advisors, LLC | 42,445 | $1.04M | 0.12% | +4,600+12.2% | Added |
| Integrated Wealth Concepts LLC | 42,809 | $1.05M | 0.03% | −1,045−2.4% | Reduced |
| Mork Capital Management, LLC | 44,600 | $1.10M | 0.74% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 44,815 | $1.10M | 0.06% | −46,822−51.1% | Reduced |
| Federated Hermes, Inc. | 45,143 | $1.11M | 0.00% | +5,858+14.9% | Added |
| Advisor Partners LLC | 45,253 | $1.11M | 0.07% | −4,492−9.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 46,117 | $1.13M | 0.00% | −186,371−80.2% | Reduced |
| Sculati Wealth Management, LLC | 47,584 | $1.17M | 0.56% | +1,853+4.1% | Added |
| Bank of Montreal | 47,452 | $1.17M | 0.00% | −221,322−82.3% | Reduced |
| STRS Ohio | 47,932 | $1.18M | 0.00% | −11,107−18.8% | Reduced |
| Aviance Capital Partners, LLC | 48,019 | $1.18M | 0.20% | −9,205−16.1% | Reduced |
| Stifel Financial Corp | 48,383 | $1.19M | 0.00% | +20,726+74.9% | Added |
| Anchor Investment Management, LLC | 49,403 | $1.21M | 0.15% | −1,170−2.3% | Reduced |
| Deutsche Bank AG | 49,925 | $1.23M | 0.00% | −230,533−82.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 50,196 | $1.23M | 0.00% | +50,196 | New |
| Polianta Ltd | 50,900 | $1.25M | 0.54% | +1,600+3.2% | Added |
| State of Michigan Retirement System | 51,800 | $1.27M | 0.01% | +600+1.2% | Added |
| Standard Life Aberdeen plc | 51,922 | $1.28M | 0.00% | −2,210−4.1% | Reduced |
| Louisiana State Employees Retirement System | 52,600 | $1.29M | 0.03% | +500+1.0% | Added |
| Victory Capital Management Inc | 52,835 | $1.30M | 0.00% | +570+1.1% | Added |
| MUFG Securities EMEA plc | 53,000 | $1.30M | 0.03% | −59,000−52.7% | Reduced |
| Ameritas Investment Partners, Inc. | 54,142 | $1.33M | 0.04% | 00.0% | Unchanged |
| Arizona State Retirement System | 55,012 | $1.35M | 0.01% | −621−1.1% | Reduced |
| AXA S.A. | 57,000 | $1.40M | 0.00% | −265,800−82.3% | Reduced |
| Nisa Investment Advisors, LLC | 55,600 | $1.41M | 0.01% | −2,896−5.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 58,934 | $1.45M | 0.00% | −1,106−1.8% | Reduced |
| Arnhold LLC | 60,000 | $1.47M | 0.17% | 00.0% | Unchanged |
| Miller Value Partners, LLC | 61,125 | $1.50M | 0.05% | −3,370−5.2% | Reduced |
| AlphaCrest Capital Management LLC | 62,808 | $1.54M | 0.06% | −16,151−20.5% | Reduced |
| Algert Global LLC | 66,095 | $1.62M | 0.20% | +37,850+134.0% | Added |
| Oregon Public Employees Retirement Fund | 66,341 | $1.63M | 0.02% | −2,747−4.0% | Reduced |