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, Q1 2022
Institutional positions in Unum Group as of Mar 31, 2022. 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
- 466
- +27 vs. Q4 2021
- Shares held
- 170.1M
- +3.57M (+2.1%) vs. Q4 2021
- Total value
- $5.36B
- +$1.27B (+31.0%) vs. Q4 2021
- New holders
- 76
- 148 more added
- Sold out
- 49
- 152 more reduced
5 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Unum Group; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lake Point Wealth Management | 7 | $0 | 0.00% | +1+16.7% | Added |
| Prestige Wealth Management Group LLC | 13 | $0 | 0.00% | −3−18.8% | Reduced |
| GoalVest Advisory LLC | 10 | $0 | 0.00% | +10 | New |
| Dark Forest Capital Management LP | 2 | $0 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 9 | $0 | 0.00% | +9 | New |
| Sentry Investment Management LLC | 18 | $1.00K | 0.00% | −3−14.3% | Reduced |
| Financial Management Professionals, Inc. | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 38 | $1.00K | 0.00% | +38 | New |
| Denali Advisors LLC | 30 | $1.00K | 0.00% | +30 | New |
| Whittier Trust Co | 74 | $2.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 70 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 53 | $2.00K | 0.00% | +20+60.6% | Added |
| Beaird Harris Wealth Management, LLC | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 73 | $2.00K | 0.00% | +73 | New |
| Disciplined Investments, LLC | 48 | $2.00K | 0.00% | +48 | New |
| Caldwell Trust Co | 77 | $2.43K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 81 | $3.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 90 | $3.00K | 0.00% | −10−10.0% | Reduced |
| Syverson Strege & Co | 87 | $3.00K | 0.00% | +1+1.2% | Added |
| PFG Private Wealth Management, LLC | 94 | $3.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 108 | $3.00K | 0.00% | +85+369.6% | Added |
| Cordant, Inc. | 99 | $3.00K | 0.00% | +99 | New |
| Beacon Capital Management, LLC | 111 | $3.00K | 0.00% | +111 | New |
| Washington Trust Co | 118 | $4.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 133 | $4.00K | 0.00% | +24+22.0% | Added |
| Tarbox Family Office, Inc. | 156 | $5.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 172 | $5.00K | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 170 | $5.00K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 155 | $5.00K | 0.00% | +155 | New |
| Hartford Financial Management Inc. | 176 | $6.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 183 | $6.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 176 | $6.00K | 0.00% | +110+166.7% | Added |
| Charter Oak Capital Management, LLC | 226 | $7.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 219 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 235 | $7.41K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 263 | $8.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 251 | $8.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 242 | $8.00K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 247 | $8.00K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 256 | $8.00K | 0.01% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 246 | $8.00K | 0.01% | +246 | New |
| Washington Trust Advisors, Inc. | 320 | $10.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 304 | $10.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 332 | $10.0K | 0.00% | +332 | New |
| Money Concepts Capital Corp | 312 | $10.0K | 0.00% | +312 | New |
| TCWP LLC | 380 | $11.0K | 0.00% | +380 | New |
| Bartlett & Co. LLC | 392 | $12.0K | 0.00% | +392 | New |
| Bartlett & Co. Wealth Management LLC | 392 | $12.4K | 0.00% | +392 | New |
| Baldwin Brothers Inc | 400 | $13.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 400 | $13.0K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 397 | $13.0K | 0.01% | +4+1.0% | Added |
| FinTrust Capital Advisors, LLC | 442 | $14.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 442 | $14.0K | 0.00% | −7−1.6% | Reduced |
| Brown Brothers Harriman & Co | 525 | $17.0K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 561 | $18.0K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 560 | $18.0K | 0.00% | 00.0% | Unchanged |
| De Burlo Group Inc | 600 | $18.9K | 0.00% | +600 | New |
| Tradition Wealth Management, LLC | 642 | $20.0K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 658 | $21.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 742 | $23.4K | 0.00% | −420−36.1% | Reduced |
| American Portfolios Advisors | 758 | $23.9K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 774 | $24.0K | 0.01% | −56−6.7% | Reduced |
| Gemmer Asset Management LLC | 773 | $24.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 774 | $24.0K | 0.00% | −8−1.0% | Reduced |
| North Star Investment Management Corp. | 804 | $25.0K | 0.00% | +2+0.2% | Added |
| Proffitt & Goodson Inc | 791 | $25.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 780 | $25.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 829 | $26.0K | 0.01% | −27−3.2% | Reduced |
| Retirement Group, LLC | 1,000 | $27.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 895 | $28.0K | 0.01% | −21,992−96.1% | Reduced |
| Clearstead Advisors, LLC | 900 | $28.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 879 | $28.0K | 0.00% | +3+0.3% | Added |
| Parkside Financial Bank & Trust | 903 | $28.0K | 0.01% | −4−0.4% | Reduced |
| Ellevest, Inc. | 948 | $30.0K | 0.00% | −972−50.6% | Reduced |
| Norway Savings Bank | 979 | $31.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,014 | $32.0K | 0.00% | −161−13.7% | Reduced |
| Ahrens Investment Partners LLC | 1,000 | $32.0K | 0.01% | +1,000 | New |
| Huntington National Bank | 1,055 | $33.0K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 1,050 | $33.0K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,082 | $34.0K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,120 | $35.3K | 0.00% | −2,448−68.6% | Reduced |
| Koshinski Asset Management, Inc. | 1,132 | $35.7K | 0.00% | +382+50.9% | Added |
| Addison Advisors LLC | 1,173 | $37.0K | 0.02% | +500+74.3% | Added |
| Jones Financial Companies LLLP | 1,188 | $37.0K | 0.00% | +1,188 | New |
| Exchange Traded Concepts, LLC | 1,261 | $40.0K | 0.00% | +1,261 | New |
| Global Retirement Partners, LLC | 1,176 | $41.0K | 0.00% | +1,176 | New |
| Steward Partners Investment Advisory, LLC | 1,373 | $43.0K | 0.00% | +93+7.3% | Added |
| Founders Capital Management | 1,772 | $44.0K | 0.03% | 00.0% | Unchanged |
| AGF Investments LLC | 1,464 | $46.0K | 0.00% | +93+6.8% | Added |
| Fieldpoint Private Securities, LLC | 1,722 | $54.0K | 0.01% | +70+4.2% | Added |
| TCI Wealth Advisors, Inc. | 1,887 | $60.0K | 0.01% | +557+41.9% | Added |
| South State Corp. | 1,938 | $61.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,940 | $61.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 2,000 | $63.0K | 0.04% | +2,000 | New |
| Cullen/Frost Bankers, Inc. | 2,100 | $66.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 2,100 | $66.0K | 0.02% | +2,100 | New |