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 |
|---|---|---|---|---|---|
| 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 |
| Cadence Bank NA | 9,597 | $236.0K | 0.06% | −6,192−39.2% | Reduced |
| Venture Visionary Partners LLC | 9,601 | $235.0K | 0.02% | +9,601 | New |
| Ethic Inc. | 9,444 | $232.0K | 0.02% | −2,344−19.9% | Reduced |
| 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 |
| 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 |
| AE Wealth Management LLC | 9,248 | $227.0K | 0.00% | +9,248 | New |
| Pearl River Capital, LLC | 9,193 | $226.0K | 0.06% | −22,053−70.6% | Reduced |
| Veritable, L.P. | 9,024 | $222.0K | 0.00% | +9,024 | New |
| CIBC Asset Management Inc | 8,993 | $221.0K | 0.00% | +364+4.2% | Added |
| Karp Capital Management Corp | 8,922 | $219.0K | 0.03% | +8,922 | New |
| 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 |
| Wealthsource Partners, LLC | 8,603 | $211.0K | 0.02% | −450−5.0% | Reduced |
| Savant Capital, LLC | 8,435 | $207.0K | 0.01% | −768−8.3% | Reduced |
| Wetherby Asset Management Inc | 8,208 | $202.0K | 0.01% | +117+1.4% | Added |
| 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 |
| Twelve Points Wealth Management LLC | 8,151 | $200.0K | 0.16% | +8,151 | New |
| Bessemer Group Inc | 7,860 | $193.0K | 0.00% | +2,688+52.0% | Added |
| Sun Life Financial INC | 7,300 | $179.0K | 0.01% | +7,300 | 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 |
| Brown, Lisle/Cummings, Inc. | 6,375 | $156.6K | 0.08% | +6,375 | New |
| Simplex Trading, LLC | 6,105 | $149.0K | 0.00% | −1,229−16.8% | Reduced |
| Hanson & Doremus Investment Management | 5,429 | $133.0K | 0.03% | −186−3.3% | Reduced |
| FourThought Financial, LLC | 4,881 | $120.0K | 0.02% | +100+2.1% | Added |
| KBC Group NV | 4,856 | $119.0K | 0.00% | +4,856 | New |
| Fifth Third Bancorp | 4,586 | $113.0K | 0.00% | −2,066−31.1% | Reduced |
| Proequities, Inc. | 4,563 | $112.0K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 4,226 | $104.0K | 0.03% | −1,996−32.1% | Reduced |
| Cambridge Trust Co | 4,000 | $98.0K | 0.00% | +4,000 | New |
| Quent Capital, LLC | 3,775 | $93.0K | 0.02% | +3,775 | New |
| Toth Financial Advisory Corp | 3,693 | $91.0K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 3,568 | $87.7K | 0.00% | −27−0.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 3,464 | $85.1K | 0.00% | −150−4.2% | Reduced |
| National Bank of Canada | 3,376 | $83.0K | 0.00% | +3,376 | New |
| 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 |
| Parallel Advisors, LLC | 3,174 | $78.0K | 0.00% | −302−8.7% | Reduced |
| SOA Wealth Advisors, LLC. | 3,081 | $76.0K | 0.02% | +2+0.1% | Added |
| Reilly Financial Advisors, LLC | 3,000 | $74.0K | 0.01% | +3,000 | New |
| Snowden Capital Advisors LLC | 3,000 | $73.0K | 0.00% | +3,000 | New |
| Covestor Ltd | 2,891 | $71.0K | 0.10% | +2,891 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 2,806 | $69.0K | 0.00% | +2,806 | New |
| West Branch Capital LLC | 2,709 | $67.0K | 0.03% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 2,500 | $61.0K | 0.12% | +2,500 | New |
| NEXT Financial Group, Inc | 2,319 | $57.0K | 0.00% | −8,573−78.7% | Reduced |
| Quadrant Capital Group LLC | 2,186 | $54.0K | 0.01% | +331+17.8% | Added |
| Cullen/Frost Bankers, Inc. | 2,100 | $52.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,940 | $48.0K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 1,938 | $48.0K | 0.00% | +110+6.0% | Added |
| Ellevest, Inc. | 1,920 | $47.0K | 0.00% | +1,700+772.7% | Added |
| Harvest Fund Management Co., Ltd | 1,872 | $46.0K | 0.01% | −764−29.0% | Reduced |
| Founders Capital Management | 1,772 | $44.0K | 0.03% | +14+0.8% | Added |
| MBM Wealth Consultants, LLC | 1,779 | $44.0K | 0.02% | +632+55.1% | Added |
| Fieldpoint Private Securities, LLC | 1,652 | $41.0K | 0.01% | −735−30.8% | Reduced |
| CWM, LLC | 1,607 | $39.0K | 0.00% | +1,607 | New |
| AGF Investments LLC | 1,371 | $34.0K | 0.00% | +1,371 | New |
| Sugarloaf Wealth Management, LLC | 1,352 | $33.0K | 0.01% | −615−31.3% | Reduced |
| TCI Wealth Advisors, Inc. | 1,330 | $33.0K | 0.00% | −448−25.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,280 | $31.0K | 0.00% | +800+166.7% | Added |
| Carroll Financial Associates, Inc. | 1,200 | $29.0K | 0.00% | −9−0.7% | Reduced |
| Lindbrook Capital, LLC | 1,175 | $29.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,162 | $28.6K | 0.00% | −530−31.3% | Reduced |
| Cranbrook Wealth Management, LLC | 1,082 | $27.0K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 1,000 | $26.0K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 1,050 | $26.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 1,055 | $26.0K | 0.00% | +55+5.5% | Added |
| Norway Savings Bank | 979 | $24.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 907 | $22.0K | 0.01% | −50−5.2% | Reduced |
| Clearstead Advisors, LLC | 900 | $22.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 876 | $22.0K | 0.00% | +3+0.3% | Added |
| Concord Wealth Partners | 856 | $21.0K | 0.01% | +157+22.5% | Added |
| North Star Investment Management Corp. | 802 | $20.0K | 0.00% | +2+0.3% | Added |
| Arlington Partners LLC | 830 | $20.0K | 0.01% | +830 | New |
| Proffitt & Goodson Inc | 791 | $19.0K | 0.00% | −3,625−82.1% | Reduced |
| Gemmer Asset Management LLC | 773 | $19.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 782 | $19.0K | 0.00% | +49+6.7% | Added |
| CVA Family Office, LLC | 780 | $19.0K | 0.00% | +780 | New |
| American Portfolios Advisors | 758 | $18.6K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 750 | $18.4K | 0.00% | +750 | New |
| Addison Advisors LLC | 673 | $17.0K | 0.01% | +673 | New |
| Ten Capital Wealth Advisors, LLC | 658 | $16.0K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 642 | $16.0K | 0.00% | +422+191.8% | Added |
| BDO Wealth Advisors, LLC | 560 | $14.0K | 0.00% | −58,876−99.1% | Reduced |
| Blue Bell Private Wealth Management, LLC | 561 | $14.0K | 0.00% | +561 | New |
| Brown Brothers Harriman & Co | 525 | $13.0K | 0.00% | −580−52.5% | Reduced |
| Spire Wealth Management | 478 | $12.0K | 0.00% | +478 | New |
| FinTrust Capital Advisors, LLC | 442 | $11.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 449 | $11.0K | 0.00% | +449 | New |
| Baldwin Brothers Inc | 400 | $10.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 400 | $10.0K | 0.00% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 410 | $10.0K | 0.00% | +410 | New |
| Rise Advisors, LLC | 393 | $9.66K | 0.01% | +393 | New |
| Washington Trust Advisors, Inc. | 320 | $8.00K | 0.00% | +320 | New |