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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.

Institutional holdersQ4 2021: 444 institutions
Q1 2021: 459 institutionsQ2 2021: 451 institutionsQ3 2021: 459 institutionsQ4 2021: 444 institutionsQ1 2022: 466 institutionsQ2 2022: 487 institutionsQ3 2022: 492 institutionsQ4 2022: 528 institutionsQ1 2023: 527 institutionsQ2 2023: 557 institutionsQ3 2023: 580 institutionsQ4 2023: 572 institutionsQ1 2024: 580 institutionsQ2 2024: 579 institutionsQ3 2024: 625 institutionsQ4 2024: 685 institutionsQ1 2025: 729 institutionsQ2 2025: 736 institutionsQ3 2025: 674 institutionsQ4 2025: 699 institutionsQ1 2026: 702 institutionsQ2 2026: 766 institutions
Value heldQ4 2021: $4.09B
Q1 2021: $4.67BQ2 2021: $4.88BQ3 2021: $4.18BQ4 2021: $4.09BQ1 2022: $5.36BQ2 2022: $5.76BQ3 2022: $6.59BQ4 2022: $6.94BQ1 2023: $6.65BQ2 2023: $7.97BQ3 2023: $8.14BQ4 2023: $7.51BQ1 2024: $8.87BQ2 2024: $8.25BQ3 2024: $9.30BQ4 2024: $11.3BQ1 2025: $12.6BQ2 2025: $12.3BQ3 2025: $10.4BQ4 2025: $11.3BQ1 2026: $9.25BQ2 2026: $12.6B
Institutions holding UNM and their total value by quarter
QuarterHoldersValue
Q2 2026766$12.6B
Q1 2026702$9.25B
Q4 2025699$11.3B
Q3 2025674$10.4B
Q2 2025736$12.3B
Q1 2025729$12.6B
Q4 2024685$11.3B
Q3 2024625$9.30B
Q2 2024579$8.25B
Q1 2024580$8.87B
Q4 2023572$7.51B
Q3 2023580$8.14B
Q2 2023557$7.97B
Q1 2023527$6.65B
Q4 2022528$6.94B
Q3 2022492$6.59B
Q2 2022487$5.76B
Q1 2022466$5.36B
Q4 2021444$4.09B
Q3 2021459$4.18B
Q2 2021451$4.88B
Q1 2021459$4.67B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Unum Group; share changes are against Q3 2021.

Institutions holding UNM in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Mirae Asset Global Investments Co., Ltd.31,268$768.0K0.00%+156+0.5%Added
Envestnet Asset Management Inc30,427$748.0K0.00%−49,889−62.1%Reduced
Jane Street Group, LLC29,993$737.0K0.00%−1,501,578−98.0%Reduced
Cambridge Investment Research Advisors, Inc.29,943$736.0K0.00%−3,912−11.6%Reduced
State of Alaska, Department of Revenue29,595$727.0K0.01%−1,775−5.7%Reduced
Teachers Retirement System of the State of Kentucky29,600$727.0K0.01%+7,500+33.9%Added
Capstone Investment Advisors, LLC29,101$715.0K0.01%−1,150−3.8%Reduced
Public Employees Retirement Association of Colorado28,963$712.0K0.00%00.0%Unchanged
Carret Asset Management, LLC28,918$711.0K0.08%−2,700−8.5%Reduced
SEI Investments Co33,315$708.0K0.00%+6,539+24.4%Added
Acadian Asset Management LLC28,665$702.0K0.00%+27,666+2,769.4%Added
NJ State Employees Deferred Compensation Plan28,000$688.0K0.09%00.0%Unchanged
Echo Street Capital Management LLC26,922$661.0K0.00%−31,077−53.6%Reduced
Capital Fund Management S.A.26,882$660.5K0.02%+5,885+28.0%Added
DGS Capital Management, LLC26,765$658.0K0.41%+26,765New
Salem Investment Counselors Inc26,209$644.0K0.02%00.0%Unchanged
Polar Asset Management Partners Inc.25,985$638.0K0.01%−11,214−30.1%Reduced
Corient Capital Partners, LLC25,209$620.0K0.04%−353−1.4%Reduced
Easterly Investment Partners LLC25,000$614.0K0.04%00.0%Unchanged
Neuberger Berman Group LLC25,993$612.0K0.00%+5,269+25.4%Added
Abacus Planning Group, Inc.24,798$609.0K0.16%−3,253−11.6%Reduced
State of Wisconsin Investment Board24,786$609.0K0.00%−861−3.4%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)24,033$590.0K0.00%+3,044+14.5%Added
Private Advisor Group, LLC23,959$589.0K0.00%+1,527+6.8%Added
Xponance, Inc.23,097$567.0K0.01%−207−0.9%Reduced
Hartford Investment Management Co23,040$566.0K0.01%00.0%Unchanged
McIlrath & Eck, LLC22,887$562.0K0.15%+5,065+28.4%Added
Brooks, Moore & Associates, Inc.22,348$549.0K0.32%−743−3.2%Reduced
Hollencrest Capital Management22,291$547.0K0.04%+101+0.5%Added
Signaturefd, LLC21,940$539.0K0.02%−462−2.1%Reduced
Legal Advantage Investments, Inc.21,860$537.0K0.36%+40.0%Added
Ensign Peak Advisors, Inc21,800$536.0K0.00%00.0%Unchanged
Caxton Associates LP21,683$533.0K0.07%−1,665−7.1%Reduced
Kendall Capital Management21,210$521.0K0.25%−4,500−17.5%Reduced
SG Americas Securities, LLC21,071$518.0K0.00%+14,958+244.7%Added
Pacer Advisors, Inc.20,464$503.0K0.01%−2,117−9.4%Reduced
Susquehanna Fundamental Investments, LLC20,024$492.0K0.01%−38,221−65.6%Reduced
Rockefeller Capital Management L.P.19,981$490.0K0.00%+18,457+1,211.1%Added
Dumont & Blake Investment Advisors LLC19,399$477.0K0.12%+474+2.5%Added
Prudential Financial Inc18,762$461.0K0.00%−1,585−7.8%Reduced
XML Financial, LLC18,650$458.0K0.06%+2,050+12.3%Added
Securian Asset Management, Inc18,230$448.0K0.01%−100−0.5%Reduced
Holocene Advisors, LP18,202$447.0K0.00%−99,284−84.5%Reduced
Bridgewater Associates, LP18,140$446.0K0.00%−2,796−13.4%Reduced
TD Waterhouse Canada Inc.16,712$437.7K0.00%+16,712New
First Republic Investment Management, Inc.17,760$436.0K0.00%+402+2.3%Added
United Capital Financial Advisers, LLC17,735$436.0K0.00%+9,594+117.8%Added
Handelsbanken Fonder AB17,707$435.0K0.00%−22,600−56.1%Reduced
Wolverine Trading, LLC17,238$425.0K0.01%+2,390+16.1%Added
Financial Advisors Network, Inc.17,066$419.0K0.09%−1,052−5.8%Reduced
Crossmark Global Holdings, Inc.16,968$417.0K0.01%−18,590−52.3%Reduced
Maryland State Retirement & Pension System16,191$398.0K0.01%00.0%Unchanged
Mercer Global Advisors Inc16,193$398.0K0.00%+675+4.3%Added
Verition Fund Management LLC16,213$398.0K0.01%+16,213New
Foster & Motley Inc16,093$395.0K0.03%−1,066−6.2%Reduced
Aigen Investment Management, LP15,697$375.0K0.02%+3,480+28.5%Added
Emfo, LLC15,000$369.0K0.33%+15,000New
Old Port Advisors13,452$364.0K0.12%+1,205+9.8%Added
O'Shaughnessy Asset Management, LLC14,779$363.0K0.01%−4,197−22.1%Reduced
Neumann Capital Management, LLC14,183$349.0K0.14%00.0%Unchanged
Clarius Group, LLC13,913$342.0K0.03%−15,065−52.0%Reduced
Mariner, LLC13,917$342.0K0.00%+1,243+9.8%Added
Rockland Trust Co13,539$333.0K0.02%−2,231−14.1%Reduced
JustInvest LLC13,526$332.0K0.02%+4,148+44.2%Added
Occudo Quantitative Strategies LP13,471$331.0K0.03%−7,694−36.4%Reduced
Pictet Asset Management SA13,300$327.0K0.00%00.0%Unchanged
Sumitomo Mitsui Trust Holdings, Inc.13,300$327.0K0.00%+4,500+51.1%Added
Commerce Bank13,179$324.0K0.00%−525−3.8%Reduced
Patten & Patten Inc12,871$316.0K0.02%−528−3.9%Reduced
Pitcairn Co12,556$309.0K0.02%−253−2.0%Reduced
Headinvest, LLC12,520$308.0K0.05%+945+8.2%Added
Relative Value Partners Group, LLC12,300$302.0K0.02%−550−4.3%Reduced
Eaton Vance Management12,033$296.0K0.00%−290−2.4%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.12,042$296.0K0.00%+12,042New
Walleye Trading LLC11,796$290.0K0.00%−5,603−32.2%Reduced
People's United Financial, Inc.11,739$288.0K0.01%−4,920−29.5%Reduced
Kestra Advisory Services, LLC11,706$288.0K0.00%−2,104−15.2%Reduced
Northwestern Mutual Wealth Management Co11,626$285.0K0.00%−690−5.6%Reduced
Financial Advisory Service, Inc.11,618$285.0K0.03%+127+1.1%Added
Cetera Advisor Networks LLC11,448$281.0K0.00%−591−4.9%Reduced
Evergreen Wealth Solutions, LLC11,242$276.0K0.25%+11,242New
qPULA Trading Management LP11,117$273.0K0.49%+11,117New
Wedge Capital Management L L P10,998$270.0K0.00%+1,971+21.8%Added
Coldstream Capital Management Inc10,880$267.0K0.01%+10,880New
Shelton Capital Management10,833$266.0K0.01%+10,833New
Corton Capital Inc.10,789$265.0K0.12%+10,789New
Utah Retirement Systems10,700$263.0K0.00%+100+0.9%Added
Shell Asset Management Co10,493$258.0K0.01%+43+0.4%Added
Slow Capital, Inc.10,505$258.0K0.04%+778+8.0%Added
Pathstone Family Office, LLC10,426$256.0K0.01%−8,342−44.4%Reduced
Beacon Pointe Advisors, LLC10,436$256.0K0.01%+118+1.1%Added
Profund Advisors LLC10,392$255.0K0.01%−175−1.7%Reduced
Flagship Harbor Advisors, LLC10,228$251.0K0.02%+2,800+37.7%Added
M&T Bank Corp10,066$248.0K0.00%−1,089−9.8%Reduced
Baird Financial Group, Inc.10,099$248.0K0.00%+10,099New
Geneos Wealth Management Inc.10,089$247.0K0.01%+23+0.2%Added
Edge Capital Group, LLC10,055$247.0K0.02%00.0%Unchanged
Legg Mason Asset Management (Japan) Co., Ltd.10,003$246.0K0.27%−500−4.8%Reduced
Graham Capital Management, L.P.9,913$243.0K0.01%+9,913New
Panagora Asset Management Inc9,684$238.0K0.00%−687,887−98.6%Reduced