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 |
|---|---|---|---|---|---|
| Quadrant Capital Group LLC | 2,231 | $70.0K | 0.01% | +45+2.1% | Added |
| Sugarloaf Wealth Management, LLC | 2,294 | $70.0K | 0.02% | +942+69.7% | Added |
| IFP Advisors, Inc | 1,717 | $70.0K | 0.00% | +1,619+1,652.0% | Added |
| Acadian Asset Management LLC | 2,387 | $75.0K | 0.00% | −26,278−91.7% | Reduced |
| MBM Wealth Consultants, LLC | 2,443 | $77.0K | 0.03% | +664+37.3% | Added |
| West Branch Capital LLC | 2,709 | $85.0K | 0.04% | 00.0% | Unchanged |
| Proequities, Inc. | 2,732 | $86.0K | 0.01% | −1,831−40.1% | Reduced |
| Parallel Advisors, LLC | 2,991 | $94.0K | 0.00% | −183−5.8% | Reduced |
| Deseret Mutual Benefit Administrators | 3,026 | $95.0K | 0.02% | −328−9.8% | Reduced |
| SOA Wealth Advisors, LLC. | 3,084 | $97.0K | 0.02% | +3+0.1% | Added |
| National Bank of Canada | 3,255 | $103.0K | 0.00% | −121−3.6% | Reduced |
| HHM Wealth Advisors, LLC | 3,356 | $106.0K | 0.02% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 3,464 | $109.2K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 4,000 | $126.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 4,348 | $137.0K | 0.01% | +4,348 | New |
| Fifth Third Bancorp | 4,379 | $138.0K | 0.00% | −207−4.5% | Reduced |
| Nomura Asset Management Co Ltd | 4,650 | $146.5K | 0.00% | +4,650 | New |
| JJJ Advisors Inc. | 4,678 | $147.0K | 0.04% | +452+10.7% | Added |
| FourThought Financial, LLC | 4,771 | $150.0K | 0.02% | −110−2.3% | Reduced |
| KBC Group NV | 4,856 | $153.0K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 5,078 | $160.0K | 0.03% | −351−6.5% | Reduced |
| Toth Financial Advisory Corp | 5,123 | $161.0K | 0.02% | +1,430+38.7% | Added |
| Quent Capital, LLC | 5,637 | $178.0K | 0.03% | +1,862+49.3% | Added |
| Patriot Financial Group Insurance Agency, LLC | 5,875 | $185.0K | 0.03% | −2,799−32.3% | Reduced |
| Harvest Fund Management Co., Ltd | 5,919 | $186.0K | 0.04% | +4,047+216.2% | Added |
| CWM, LLC | 5,892 | $186.0K | 0.00% | +4,285+266.6% | Added |
| Means Investment Co., Inc. | 6,507 | $205.0K | 0.04% | +6,507 | New |
| Umb Bank N A | 6,556 | $207.0K | 0.00% | −160−2.4% | Reduced |
| CAPROCK Group, Inc. | 6,560 | $207.0K | 0.02% | +6,560 | New |
| Steel Peak Wealth Management LLC | 6,555 | $207.0K | 0.01% | +6,555 | New |
| Carl P. Sherr & Co., LLC | 6,626 | $209.0K | 0.14% | +6,626 | New |
| Fractal Investments LLC | 6,690 | $211.0K | 0.06% | +6,690 | New |
| Miller Value Partners, LLC | 6,735 | $212.0K | 0.01% | −54,390−89.0% | Reduced |
| Covestor Ltd | 6,844 | $216.0K | 0.15% | +3,953+136.7% | Added |
| Paragon Capital Management Ltd | 6,937 | $219.0K | 0.04% | +235+3.5% | Added |
| Savant Capital, LLC | 6,976 | $220.0K | 0.01% | −1,459−17.3% | Reduced |
| Horizon Investments, LLC | 7,083 | $221.0K | 0.01% | +7,083 | New |
| Karp Capital Management Corp | 7,087 | $223.0K | 0.03% | −1,835−20.6% | Reduced |
| Eads & Heald Wealth Management | 7,084 | $223.0K | 0.10% | +7,084 | New |
| Hancock Whitney Corp | 7,092 | $224.0K | 0.01% | −30,794−81.3% | Reduced |
| D.A. Davidson & Co. | 7,188 | $227.0K | 0.00% | +7,188 | New |
| Foster & Motley Inc | 7,281 | $229.0K | 0.02% | −8,812−54.8% | Reduced |
| Private Advisor Group, LLC | 7,293 | $230.0K | 0.00% | −16,666−69.6% | Reduced |
| Sun Life Financial INC | 7,300 | $230.0K | 0.01% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 7,295 | $230.0K | 0.02% | +7,295 | New |
| Mutual Advisors, LLC | 7,345 | $231.0K | 0.01% | +7,345 | New |
| J.W. Cole Advisors, Inc. | 7,407 | $233.0K | 0.02% | +7,407 | New |
| Headinvest, LLC | 7,425 | $234.0K | 0.04% | −5,095−40.7% | Reduced |
| Investors Asset Management of Georgia Inc | 7,425 | $234.0K | 0.12% | +7,425 | New |
| Essex Financial Services, Inc. | 7,454 | $235.0K | 0.02% | +7,454 | New |
| Titus Wealth Management | 7,520 | $237.0K | 0.11% | +7,520 | New |
| Ieq Capital, LLC | 7,687 | $242.0K | 0.01% | +7,687 | New |
| Quantamental Technologies LLC | 7,728 | $244.0K | 0.14% | +7,728 | New |
| Cresset Asset Management, LLC | 7,889 | $249.0K | 0.00% | −752−8.7% | Reduced |
| Alpha Cubed Investments, LLC | 8,000 | $252.0K | 0.02% | +8,000 | New |
| Brown, Lisle/Cummings, Inc. | 8,025 | $252.9K | 0.12% | +1,650+25.9% | Added |
| Atlas Capital Advisors LLC | 8,062 | $254.0K | 0.04% | +8,062 | New |
| Patten Group, Inc. | 8,185 | $258.0K | 0.07% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 8,192 | $258.0K | 0.02% | +8,192 | New |
| Wetherby Asset Management Inc | 8,219 | $259.0K | 0.01% | +11+0.1% | Added |
| Cerity Partners LLC | 8,359 | $263.0K | 0.00% | +8,359 | New |
| Ballentine Partners, LLC | 8,554 | $269.0K | 0.01% | +388+4.8% | Added |
| Ethic Inc. | 8,586 | $271.0K | 0.02% | −858−9.1% | Reduced |
| Wealthsource Partners, LLC | 8,603 | $271.0K | 0.02% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 8,630 | $272.0K | 0.02% | −682−7.3% | Reduced |
| MML Investors Services, LLC | 8,758 | $276.0K | 0.00% | +8,758 | New |
| Cadence Bank NA | 8,879 | $279.0K | 0.08% | −718−7.5% | Reduced |
| CIBC Asset Management Inc | 8,993 | $283.0K | 0.00% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 9,106 | $286.0K | 0.02% | −495−5.2% | Reduced |
| Shell Asset Management Co | 9,142 | $288.0K | 0.01% | −1,351−12.9% | Reduced |
| M&T Bank Corp | 9,260 | $291.0K | 0.00% | −806−8.0% | Reduced |
| Veritable, L.P. | 9,338 | $294.0K | 0.00% | +314+3.5% | Added |
| Old National Bancorp | 9,356 | $295.0K | 0.01% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 9,355 | $295.0K | 0.03% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 9,460 | $298.0K | 0.01% | −629−6.2% | Reduced |
| First Citizens Bank & Trust Co | 9,520 | $300.0K | 0.01% | +9,520 | New |
| Glenmede Trust Co NA | 9,737 | $305.0K | 0.00% | +25+0.3% | Added |
| Panagora Asset Management Inc | 9,799 | $309.0K | 0.00% | +115+1.2% | Added |
| Flagship Harbor Advisors, LLC | 9,828 | $310.0K | 0.03% | −400−3.9% | Reduced |
| Wedge Capital Management L L P | 9,872 | $311.0K | 0.00% | −1,126−10.2% | Reduced |
| Baird Financial Group, Inc. | 9,950 | $313.0K | 0.00% | −149−1.5% | Reduced |
| Emfo, LLC | 10,000 | $315.0K | 0.29% | −5,000−33.3% | Reduced |
| HM Payson & Co | 10,030 | $316.0K | 0.01% | +400+4.2% | Added |
| Cetera Advisors LLC | 10,036 | $316.0K | 0.01% | +10,036 | New |
| Edge Capital Group, LLC | 10,055 | $317.0K | 0.02% | 00.0% | Unchanged |
| Brookstone Capital Management | 10,177 | $327.0K | 0.01% | +10,177 | New |
| Capital Fund Management S.A. | 10,414 | $328.1K | 0.01% | −16,468−61.3% | Reduced |
| Edgestream Partners, L.P. | 10,511 | $331.0K | 0.03% | +10,511 | New |
| Utah Retirement Systems | 10,700 | $337.0K | 0.00% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 10,726 | $338.0K | 0.03% | −892−7.7% | Reduced |
| Pitcairn Co | 10,775 | $340.0K | 0.03% | −1,781−14.2% | Reduced |
| Shelton Capital Management | 10,833 | $341.0K | 0.01% | 00.0% | Unchanged |
| Clarius Group, LLC | 13,913 | $342.0K | 0.03% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 10,954 | $345.0K | 0.00% | −752−6.4% | Reduced |
| Coldstream Capital Management Inc | 10,958 | $345.0K | 0.01% | +78+0.7% | Added |
| Bayesian Capital Management, LP | 10,958 | $345.0K | 0.05% | +10,958 | New |
| Natixis Advisors, L.P. | 11,033 | $348.0K | 0.00% | +11,033 | New |
| Evergreen Wealth Solutions, LLC | 11,295 | $356.0K | 0.35% | +53+0.5% | Added |
| Twelve Points Wealth Management LLC | 11,337 | $357.0K | 0.27% | +3,186+39.1% | Added |
| Simplex Trading, LLC | 11,448 | $360.0K | 0.01% | +5,343+87.5% | Added |