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 |
|---|---|---|---|---|---|
| Heritage Wealth Advisors | 304 | $7.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 251 | $6.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 242 | $6.00K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 247 | $6.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 226 | $6.00K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 256 | $6.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 263 | $6.00K | 0.00% | +175+198.9% | Added |
| Widmann Financial Services, Inc. | 283 | $6.00K | 0.00% | +283 | New |
| Sutton Wealth Advisors Inc. | 235 | $5.77K | 0.00% | +28+13.5% | Added |
| Plante Moran Financial Advisors, LLC | 186 | $5.00K | 0.00% | +186 | New |
| Fortitude Advisory Group L.L.C. | 219 | $5.00K | 0.00% | +219 | New |
| Tarbox Family Office, Inc. | 156 | $4.00K | 0.00% | −41−20.8% | Reduced |
| Institutional & Family Asset Management, LLC | 183 | $4.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 172 | $4.00K | 0.00% | −46−21.1% | Reduced |
| Hartford Financial Management Inc. | 176 | $4.00K | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 170 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 125 | $3.00K | 0.00% | −15−10.7% | Reduced |
| Washington Trust Co | 118 | $3.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 109 | $3.00K | 0.00% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 107 | $3.00K | 0.00% | +107 | New |
| Zullo Investment Group, Inc. | 114 | $3.00K | 0.00% | +114 | New |
| IFP Advisors, Inc | 98 | $2.00K | 0.00% | −4,790−98.0% | Reduced |
| Manchester Capital Management LLC | 70 | $2.00K | 0.00% | −99−58.6% | Reduced |
| Earnest Partners LLC | 81 | $2.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 74 | $2.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 86 | $2.00K | 0.00% | +1+1.2% | Added |
| PFG Private Wealth Management, LLC | 94 | $2.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 100 | $2.00K | 0.00% | +100 | New |
| JFS Wealth Advisors, LLC | 66 | $2.00K | 0.00% | +66 | New |
| Caldwell Trust Co | 77 | $1.89K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 33 | $1.00K | 0.00% | −32−49.2% | Reduced |
| Sentry Investment Management LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 23 | $1.00K | 0.00% | +15+187.5% | Added |
| Lenox Wealth Advisors, LLC | 47 | $1.00K | 0.00% | +47 | New |
| Schubert & Co | 33 | $1.00K | 0.00% | +33 | New |
| Amplius Wealth Advisors, LLC | 41 | $1.00K | 0.00% | +41 | New |
| Beaird Harris Wealth Management, LLC | 60 | $1.00K | 0.00% | +60 | New |
| Zions Bancorporation, N.A. | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 18 | $0 | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Alps Advisors Inc | 0 | $0 | 0.00% | −895,900−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −758,044−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −523,052−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −315,300−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −282,000−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −234,909−100.0% | Sold out |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −182,529−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −152,144−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −117,105−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −70,718−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −68,149−100.0% | Sold out |
| Fulton Bank, N.A. | 0 | $0 | 0.00% | −56,234−100.0% | Sold out |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −49,119−100.0% | Sold out |
| First Citizens Bank & Trust Co | 0 | $0 | 0.00% | −51,491−100.0% | Sold out |
| Essex Investment Management Co LLC | 0 | $0 | 0.00% | −48,820−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −44,748−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −36,260−100.0% | Sold out |
| American National Insurance Co | 0 | $0 | 0.00% | −35,920−100.0% | Sold out |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −35,920−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −34,637−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −29,506−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −24,134−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −23,519−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −23,280−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −19,439−100.0% | Sold out |
| Copperwynd Financial, LLC | 0 | $0 | 0.00% | −19,069−100.0% | Sold out |
| Pinz Capital Management, LP | 0 | $0 | 0.00% | −16,100−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −15,346−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −15,200−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −14,944−100.0% | Sold out |
| Jacobi Capital Management LLC | 0 | $0 | 0.00% | −14,830−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −14,766−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −14,105−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −12,918−100.0% | Sold out |
| Fortem Financial Group, LLC | 0 | $0 | 0.00% | −12,646−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −11,465−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −10,543−100.0% | Sold out |
| Leuthold Group, LLC | 0 | $0 | 0.00% | −10,437−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −8,973−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −8,928−100.0% | Sold out |
| Measured Wealth Private Client Group, LLC | 0 | $0 | 0.00% | −8,867−100.0% | Sold out |
| Pinnacle Financial Partners Inc | 0 | $0 | 0.00% | −8,595−100.0% | Sold out |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −8,223−100.0% | Sold out |
| Howland Capital Management LLC | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Brewin Dolphin Ltd | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −2,512−100.0% | Sold out |
| Sageworth Trust Co | 0 | $0 | 0.00% | −2,289−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −1,762−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −2,327−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −1,024−100.0% | Sold out |
| James Investment Research Inc | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −936−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −709−100.0% | Sold out |
| Systematic Alpha Investments, LLC | 0 | $0 | 0.00% | −582−100.0% | Sold out |
| Kowal Investment Group, LLC | 0 | $0 | 0.00% | −616−100.0% | Sold out |