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 |
|---|---|---|---|---|---|
| Twin Tree Management, LP | 138,239 | $3.40M | 0.08% | −33,003−19.3% | Reduced |
| First Horizon Advisors, Inc. | 138,047 | $3.39M | 0.10% | −15,693−10.2% | Reduced |
| Allianz Asset Management GmbH | 137,138 | $3.37M | 0.00% | −308,523−69.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 136,848 | $3.36M | 0.01% | −61,097−30.9% | Reduced |
| Captrust Financial Advisors | 135,924 | $3.34M | 0.02% | +12,878+10.5% | Added |
| Jump Financial, LLC | 131,417 | $3.23M | 0.20% | +131,417 | New |
| HSBC Holdings PLC | 126,199 | $3.12M | 0.00% | +63,749+102.1% | Added |
| US Bancorp | 124,643 | $3.06M | 0.00% | −1,434−1.1% | Reduced |
| State of New Jersey Common Pension Fund D | 123,290 | $3.03M | 0.01% | +2,026+1.7% | Added |
| Impax Asset Management Group plc | 122,069 | $3.00M | 0.01% | −3,336−2.7% | Reduced |
| Great West Life Assurance Co | 120,173 | $2.95M | 0.01% | +13,270+12.4% | Added |
| Citigroup Inc | 119,544 | $2.94M | 0.00% | +8,637+7.8% | Added |
| Burney Co | 117,497 | $2.89M | 0.12% | −38,601−24.7% | Reduced |
| Yousif Capital Management, LLC | 116,550 | $2.86M | 0.03% | +116,550 | New |
| Wealthfront Advisers LLC | 114,992 | $2.83M | 0.01% | −11,160−8.8% | Reduced |
| apricus wealth, LLC | 113,000 | $2.78M | 2.48% | +113,000 | New |
| Rafferty Asset Management, LLC | 107,509 | $2.64M | 0.01% | +9,649+9.9% | Added |
| Comerica Bank | 98,284 | $2.57M | 0.02% | −38,082−27.9% | Reduced |
| Hussman Strategic Advisors, Inc. | 104,000 | $2.56M | 0.56% | −51,000−32.9% | Reduced |
| Twinbeech Capital LP | 103,846 | $2.55M | 0.15% | −7,183−6.5% | Reduced |
| MetLife Investment Management | 99,080 | $2.43M | 0.02% | +888+0.9% | Added |
| Cambria Investment Management, L.P. | 97,632 | $2.40M | 0.40% | +9,944+11.3% | Added |
| Engineers Gate Manager LP | 97,135 | $2.39M | 0.11% | +2,596+2.7% | Added |
| Royal Bank of Canada | 92,867 | $2.28M | 0.00% | −3,270−3.4% | Reduced |
| Price T Rowe Associates Inc | 91,589 | $2.25M | 0.00% | +9,826+12.0% | Added |
| Capitolis Advisors LLC | 91,511 | $2.25M | 0.01% | 00.0% | Unchanged |
| Balasa Dinverno & Foltz LLC | 90,014 | $2.21M | 0.14% | −735−0.8% | Reduced |
| Brookfield Asset Management Inc. | 86,635 | $2.13M | 0.01% | −24,694−22.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 84,967 | $2.09M | 0.01% | −37,253−30.5% | Reduced |
| Paloma Partners Management Co | 84,072 | $2.07M | 0.07% | +18,168+27.6% | Added |
| Alaska Permanent Fund Corp | 80,600 | $2.05M | 0.04% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 76,484 | $1.88M | 0.08% | +7,771+11.3% | Added |
| HighTower Advisors, LLC | 76,029 | $1.86M | 0.00% | −15,050−16.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 75,200 | $1.85M | 0.12% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 74,805 | $1.84M | 0.01% | −3,511−4.5% | Reduced |
| Advisory Services Network, LLC | 74,620 | $1.83M | 0.05% | −46,746−38.5% | Reduced |
| Tudor Investment Corp Et Al | 74,581 | $1.83M | 0.04% | −530,169−87.7% | Reduced |
| Treasurer of the State of North Carolina | 73,882 | $1.81M | 0.01% | +480+0.7% | Added |
| WBI Investments | 72,317 | $1.78M | 0.28% | +72,317 | New |
| Trexquant Investment LP | 71,794 | $1.76M | 0.11% | +31,323+77.4% | Added |
| APG Asset Management N.V. | 79,900 | $1.73M | 0.00% | +1,600+2.0% | Added |
| Auxier Asset Management | 68,717 | $1.69M | 0.26% | −215−0.3% | Reduced |
| Bokf, NA | 67,876 | $1.67M | 0.03% | −37,901−35.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 67,786 | $1.67M | 0.02% | +260+0.4% | Added |
| Oregon Public Employees Retirement Fund | 66,341 | $1.63M | 0.02% | −2,747−4.0% | Reduced |
| Algert Global LLC | 66,095 | $1.62M | 0.20% | +37,850+134.0% | Added |
| AlphaCrest Capital Management LLC | 62,808 | $1.54M | 0.06% | −16,151−20.5% | Reduced |
| Miller Value Partners, LLC | 61,125 | $1.50M | 0.05% | −3,370−5.2% | Reduced |
| Arnhold LLC | 60,000 | $1.47M | 0.17% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 58,934 | $1.45M | 0.00% | −1,106−1.8% | Reduced |
| Nisa Investment Advisors, LLC | 55,600 | $1.41M | 0.01% | −2,896−5.0% | Reduced |
| AXA S.A. | 57,000 | $1.40M | 0.00% | −265,800−82.3% | Reduced |
| Arizona State Retirement System | 55,012 | $1.35M | 0.01% | −621−1.1% | Reduced |
| Ameritas Investment Partners, Inc. | 54,142 | $1.33M | 0.04% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 53,000 | $1.30M | 0.03% | −59,000−52.7% | Reduced |
| Victory Capital Management Inc | 52,835 | $1.30M | 0.00% | +570+1.1% | Added |
| Louisiana State Employees Retirement System | 52,600 | $1.29M | 0.03% | +500+1.0% | Added |
| Standard Life Aberdeen plc | 51,922 | $1.28M | 0.00% | −2,210−4.1% | Reduced |
| State of Michigan Retirement System | 51,800 | $1.27M | 0.01% | +600+1.2% | Added |
| Polianta Ltd | 50,900 | $1.25M | 0.54% | +1,600+3.2% | Added |
| Allspring Global Investments Holdings, LLC | 50,196 | $1.23M | 0.00% | +50,196 | New |
| Deutsche Bank AG | 49,925 | $1.23M | 0.00% | −230,533−82.2% | Reduced |
| Anchor Investment Management, LLC | 49,403 | $1.21M | 0.15% | −1,170−2.3% | Reduced |
| Stifel Financial Corp | 48,383 | $1.19M | 0.00% | +20,726+74.9% | Added |
| Aviance Capital Partners, LLC | 48,019 | $1.18M | 0.20% | −9,205−16.1% | Reduced |
| STRS Ohio | 47,932 | $1.18M | 0.00% | −11,107−18.8% | Reduced |
| Bank of Montreal | 47,452 | $1.17M | 0.00% | −221,322−82.3% | Reduced |
| Sculati Wealth Management, LLC | 47,584 | $1.17M | 0.56% | +1,853+4.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 46,117 | $1.13M | 0.00% | −186,371−80.2% | Reduced |
| Advisor Partners LLC | 45,253 | $1.11M | 0.07% | −4,492−9.0% | Reduced |
| Federated Hermes, Inc. | 45,143 | $1.11M | 0.00% | +5,858+14.9% | Added |
| Quadrature Capital Ltd | 44,815 | $1.10M | 0.06% | −46,822−51.1% | Reduced |
| Mork Capital Management, LLC | 44,600 | $1.10M | 0.74% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 42,809 | $1.05M | 0.03% | −1,045−2.4% | Reduced |
| Naples Global Advisors, LLC | 42,445 | $1.04M | 0.12% | +4,600+12.2% | Added |
| Sigma Planning Corp | 42,115 | $1.03M | 0.03% | −192−0.5% | Reduced |
| New Mexico Educational Retirement Board | 42,100 | $1.03M | 0.03% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 41,503 | $1.02M | 0.18% | +20,757+100.1% | Added |
| Illinois Municipal Retirement Fund | 41,491 | $1.02M | 0.03% | +13,345+47.4% | Added |
| Janus Henderson Group PLC | 41,261 | $1.01M | 0.00% | +20,734+101.0% | 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 |
| 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 |
| Stephens Inc | 39,496 | $970.0K | 0.01% | −2,950−7.0% | Reduced |
| Greenleaf Trust | 38,680 | $950.0K | 0.01% | −21,618−35.9% | Reduced |
| Oppenheimer & Co Inc | 38,082 | $936.0K | 0.02% | +2,844+8.1% | Added |
| The PNC Financial Services Group, Inc. | 37,930 | $933.0K | 0.00% | −11,743−23.6% | Reduced |
| Hancock Whitney Corp | 37,886 | $931.0K | 0.03% | −9,839−20.6% | Reduced |
| Westpac Banking Corp | 37,450 | $920.1K | 0.01% | −2,361−5.9% | Reduced |
| Investors Research Corp | 37,300 | $916.0K | 0.28% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 36,875 | $906.0K | 0.18% | −5,300−12.6% | Reduced |
| Metropolitan Life Insurance Co | 36,568 | $898.5K | 0.01% | −737−2.0% | Reduced |
| Trilogy Capital Inc. | 36,168 | $889.0K | 0.07% | +1,570+4.5% | Added |
| ProShare Advisors LLC | 36,120 | $888.0K | 0.00% | −25,907−41.8% | Reduced |
| P.A.W. Capital Corp | 35,000 | $860.0K | 0.79% | +2,000+6.1% | Added |
| ARGI Investment Services, LLC | 34,925 | $858.0K | 0.03% | +2,939+9.2% | Added |
| Scotia Capital Inc. | 34,215 | $841.0K | 0.01% | +4,769+16.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 33,892 | $833.0K | 0.02% | +128+0.4% | Added |
| International Assets Investment Management, LLC | 47,270 | $809.0K | 0.14% | +6,691+16.5% | Added |