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 |
|---|---|---|---|---|---|
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 67,786 | $1.67M | 0.02% | +260+0.4% | Added |
| Bokf, NA | 67,876 | $1.67M | 0.03% | −37,901−35.8% | Reduced |
| Auxier Asset Management | 68,717 | $1.69M | 0.26% | −215−0.3% | Reduced |
| APG Asset Management N.V. | 79,900 | $1.73M | 0.00% | +1,600+2.0% | Added |
| Trexquant Investment LP | 71,794 | $1.76M | 0.11% | +31,323+77.4% | Added |
| WBI Investments | 72,317 | $1.78M | 0.28% | +72,317 | New |
| Treasurer of the State of North Carolina | 73,882 | $1.81M | 0.01% | +480+0.7% | Added |
| Tudor Investment Corp Et Al | 74,581 | $1.83M | 0.04% | −530,169−87.7% | Reduced |
| Advisory Services Network, LLC | 74,620 | $1.83M | 0.05% | −46,746−38.5% | Reduced |
| CIBC World Markets Inc. | 74,805 | $1.84M | 0.01% | −3,511−4.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 75,200 | $1.85M | 0.12% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 76,029 | $1.86M | 0.00% | −15,050−16.5% | Reduced |
| Kingsview Wealth Management, LLC | 76,484 | $1.88M | 0.08% | +7,771+11.3% | Added |
| Alaska Permanent Fund Corp | 80,600 | $2.05M | 0.04% | 00.0% | Unchanged |
| Paloma Partners Management Co | 84,072 | $2.07M | 0.07% | +18,168+27.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 84,967 | $2.09M | 0.01% | −37,253−30.5% | Reduced |
| Brookfield Asset Management Inc. | 86,635 | $2.13M | 0.01% | −24,694−22.2% | Reduced |
| Balasa Dinverno & Foltz LLC | 90,014 | $2.21M | 0.14% | −735−0.8% | Reduced |
| Capitolis Advisors LLC | 91,511 | $2.25M | 0.01% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 91,589 | $2.25M | 0.00% | +9,826+12.0% | Added |
| Royal Bank of Canada | 92,867 | $2.28M | 0.00% | −3,270−3.4% | Reduced |
| Engineers Gate Manager LP | 97,135 | $2.39M | 0.11% | +2,596+2.7% | Added |
| Cambria Investment Management, L.P. | 97,632 | $2.40M | 0.40% | +9,944+11.3% | Added |
| MetLife Investment Management | 99,080 | $2.43M | 0.02% | +888+0.9% | Added |
| Twinbeech Capital LP | 103,846 | $2.55M | 0.15% | −7,183−6.5% | Reduced |
| Hussman Strategic Advisors, Inc. | 104,000 | $2.56M | 0.56% | −51,000−32.9% | Reduced |
| Comerica Bank | 98,284 | $2.57M | 0.02% | −38,082−27.9% | Reduced |
| Rafferty Asset Management, LLC | 107,509 | $2.64M | 0.01% | +9,649+9.9% | Added |
| apricus wealth, LLC | 113,000 | $2.78M | 2.48% | +113,000 | New |
| Wealthfront Advisers LLC | 114,992 | $2.83M | 0.01% | −11,160−8.8% | Reduced |
| Yousif Capital Management, LLC | 116,550 | $2.86M | 0.03% | +116,550 | New |
| Burney Co | 117,497 | $2.89M | 0.12% | −38,601−24.7% | Reduced |
| Citigroup Inc | 119,544 | $2.94M | 0.00% | +8,637+7.8% | Added |
| Great West Life Assurance Co | 120,173 | $2.95M | 0.01% | +13,270+12.4% | Added |
| Impax Asset Management Group plc | 122,069 | $3.00M | 0.01% | −3,336−2.7% | Reduced |
| State of New Jersey Common Pension Fund D | 123,290 | $3.03M | 0.01% | +2,026+1.7% | Added |
| US Bancorp | 124,643 | $3.06M | 0.00% | −1,434−1.1% | Reduced |
| HSBC Holdings PLC | 126,199 | $3.12M | 0.00% | +63,749+102.1% | Added |
| Jump Financial, LLC | 131,417 | $3.23M | 0.20% | +131,417 | New |
| Captrust Financial Advisors | 135,924 | $3.34M | 0.02% | +12,878+10.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 136,848 | $3.36M | 0.01% | −61,097−30.9% | Reduced |
| Allianz Asset Management GmbH | 137,138 | $3.37M | 0.00% | −308,523−69.2% | Reduced |
| First Horizon Advisors, Inc. | 138,047 | $3.39M | 0.10% | −15,693−10.2% | Reduced |
| Twin Tree Management, LP | 138,239 | $3.40M | 0.08% | −33,003−19.3% | Reduced |
| Storebrand Asset Management AS | 141,148 | $3.47M | 0.02% | −70,590−33.3% | Reduced |
| Janney Montgomery Scott LLC | 145,697 | $3.58M | 0.01% | +6,784+4.9% | Added |
| Amalgamated Bank | 146,486 | $3.60M | 0.03% | −30,005−17.0% | Reduced |
| Texas Permanent School Fund | 148,050 | $3.64M | 0.04% | −3,147−2.1% | Reduced |
| CIBC World Markets Corp | 150,000 | $3.69M | 0.02% | +150,000 | New |
| Canada Pension Plan Investment Board | 150,000 | $3.69M | 0.00% | +150,000 | New |
| Quantbot Technologies LP | 153,653 | $3.77M | 0.31% | +102,105+198.1% | Added |
| Voya Investment Management LLC | 156,101 | $3.84M | 0.01% | +35,910+29.9% | Added |
| LPL Financial LLC | 158,353 | $3.89M | 0.00% | +10,042+6.8% | Added |
| Barnett & Company, Inc. | 164,650 | $4.04M | 2.82% | +3,900+2.4% | Added |
| ExodusPoint Capital Management, LP | 172,233 | $4.23M | 0.05% | +18,719+12.2% | Added |
| Commonwealth Equity Services, LLC | 178,630 | $4.39M | 0.01% | −13,819−7.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 181,746 | $4.46M | 0.01% | −130,641−41.8% | Reduced |
| Mutual of America Capital Management LLC | 182,860 | $4.49M | 0.05% | +2,766+1.5% | Added |
| Marshall Wace, LLP | 186,902 | $4.59M | 0.01% | +186,902 | New |
| Putnam Investments LLC | 193,499 | $4.75M | 0.01% | −13,225−6.4% | Reduced |
| State Board of Administration of Florida Retirement System | 194,005 | $4.77M | 0.01% | −30,181−13.5% | Reduced |
| Franklin Resources Inc | 199,554 | $4.90M | 0.00% | −65,752−24.8% | Reduced |
| Boston Financial Mangement LLC | 200,000 | $4.91M | 0.18% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 205,134 | $5.04M | 0.02% | +18,464+9.9% | Added |
| New York State Teachers Retirement System | 212,244 | $5.21M | 0.01% | −77,046−26.6% | Reduced |
| Advisor Group Holdings, Inc. | 216,454 | $5.32M | 0.01% | +19,923+10.1% | Added |
| McGowan Group Asset Management, Inc. | 218,565 | $5.37M | 0.94% | −8,711−3.8% | Reduced |
| Evergreen Capital Management LLC | 233,586 | $5.74M | 0.23% | +39,557+20.4% | Added |
| Gilman Hill Asset Management, LLC | 235,954 | $5.80M | 1.29% | +1,317+0.6% | Added |
| American Century Companies Inc | 237,942 | $5.85M | 0.00% | −15,146−6.0% | Reduced |
| New York State Common Retirement Fund | 261,818 | $6.43M | 0.01% | +202+0.1% | Added |
| Brandywine Global Investment Management, LLC | 262,938 | $6.46M | 0.05% | −720.0% | Reduced |
| Guggenheim Capital LLC | 267,374 | $6.57M | 0.03% | −49,412−15.6% | Reduced |
| Raymond James & Associates | 270,868 | $6.66M | 0.01% | −18,103−6.3% | Reduced |
| Cubist Systematic Strategies, LLC | 275,797 | $6.78M | 0.06% | −250,375−47.6% | Reduced |
| Voloridge Investment Management, LLC | 285,562 | $7.02M | 0.04% | +66,889+30.6% | Added |
| California State Teachers Retirement System | 287,813 | $7.07M | 0.01% | −57,740−16.7% | Reduced |
| Miller Howard Investments Inc | 300,000 | $7.37M | 0.27% | 00.0% | Unchanged |
| Prana Capital Management, LP | 303,576 | $7.46M | 0.59% | −235,873−43.7% | Reduced |
| Barclays PLC | 316,675 | $7.78M | 0.00% | −248,247−43.9% | Reduced |
| Assenagon Asset Management S.A. | 317,069 | $7.79M | 0.03% | −527,371−62.5% | Reduced |
| Freemont Management S.A. | 322,300 | $7.92M | 2.08% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 337,254 | $8.29M | 0.00% | −189,606−36.0% | Reduced |
| Gateway Investment Advisers LLC | 338,738 | $8.32M | 0.08% | +70,099+26.1% | Added |
| Credit Suisse AG | 344,760 | $8.47M | 0.01% | −41,569−10.8% | Reduced |
| American International Group, Inc. | 345,748 | $8.49M | 0.04% | −6,258−1.8% | Reduced |
| Truist Financial Corp | 363,780 | $8.94M | 0.01% | +9,213+2.6% | Added |
| BNP Paribas Arbitrage, SA | 367,808 | $9.04M | 0.02% | +233,502+173.9% | Added |
| Ci Investments Inc. | 368,302 | $9.05M | 0.03% | +28,081+8.3% | Added |
| Natixis | 370,300 | $9.10M | 0.03% | +329,966+818.1% | Added |
| Boston Common Asset Management, LLC | 416,874 | $10.2M | 0.41% | +6,442+1.6% | Added |
| Squarepoint Ops LLC | 420,123 | $10.3M | 0.05% | +100,095+31.3% | Added |
| Virginia Retirement Systems Et Al | 432,500 | $10.6M | 0.10% | +7,500+1.8% | Added |
| California Public Employees Retirement System | 433,414 | $10.6M | 0.01% | −23,714−5.2% | Reduced |
| UBS Asset Management Americas Inc | 438,455 | $10.8M | 0.00% | −34,960−7.4% | Reduced |
| Swiss National Bank | 450,100 | $11.1M | 0.01% | −1,100−0.2% | Reduced |
| Wells Fargo & Company | 494,166 | $12.1M | 0.00% | −482,897−49.4% | Reduced |
| Ameriprise Financial Inc | 497,126 | $12.2M | 0.00% | +11,880+2.4% | Added |
| UBS Group AG | 502,664 | $12.4M | 0.00% | −70,645−12.3% | Reduced |
| Nuveen Asset Management, LLC | 508,278 | $12.5M | 0.00% | −42,577−7.7% | Reduced |