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 |
|---|---|---|---|---|---|
| People's United Financial, Inc. | 11,519 | $363.0K | 0.01% | −220−1.9% | Reduced |
| Atria Wealth Solutions, Inc. | 11,535 | $363.0K | 0.01% | +11,535 | New |
| Old Port Advisors | 11,509 | $364.0K | 0.12% | −1,943−14.4% | Reduced |
| Tower Research Capital LLC (TRC) | 11,530 | $364.0K | 0.00% | +2,199+23.6% | Added |
| Fox Run Management, L.L.C. | 11,611 | $366.0K | 0.20% | +11,611 | New |
| AE Wealth Management LLC | 11,832 | $373.0K | 0.00% | +2,584+27.9% | Added |
| Point72 Hong Kong Ltd | 11,856 | $374.0K | 0.03% | +11,856 | New |
| Commerce Bank | 12,074 | $380.0K | 0.00% | −1,105−8.4% | Reduced |
| Aaron Wealth Advisors | 11,973 | $380.0K | 0.01% | +11,973 | New |
| Pathstone Family Office, LLC | 12,195 | $384.0K | 0.01% | +1,769+17.0% | Added |
| Relative Value Partners Group, LLC | 12,300 | $388.0K | 0.03% | 00.0% | Unchanged |
| Bessemer Group Inc | 12,685 | $399.0K | 0.00% | +4,825+61.4% | Added |
| Patten & Patten Inc | 12,871 | $406.0K | 0.03% | 00.0% | Unchanged |
| Profund Advisors LLC | 13,228 | $417.0K | 0.02% | +2,836+27.3% | Added |
| Pictet Asset Management SA | 13,300 | $419.0K | 0.00% | 00.0% | Unchanged |
| ARGI Investment Services, LLC | 13,588 | $428.0K | 0.01% | −21,337−61.1% | Reduced |
| Winton Group Ltd | 13,987 | $441.0K | 0.02% | +13,987 | New |
| Neumann Capital Management, LLC | 14,183 | $447.0K | 0.19% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 14,561 | $459.0K | 0.00% | −10,225−41.3% | Reduced |
| AlphaCrest Capital Management LLC | 15,248 | $480.0K | 0.03% | −47,560−75.7% | Reduced |
| Cetera Advisor Networks LLC | 15,247 | $480.0K | 0.01% | +3,799+33.2% | Added |
| Pacer Advisors, Inc. | 15,459 | $487.0K | 0.00% | −5,005−24.5% | Reduced |
| Teza Capital Management LLC | 15,568 | $491.0K | 0.18% | +6,257+67.2% | Added |
| Greenleaf Trust | 16,016 | $505.0K | 0.01% | −22,664−58.6% | Reduced |
| Maryland State Retirement & Pension System | 16,191 | $510.0K | 0.01% | 00.0% | Unchanged |
| Jump Financial, LLC | 17,201 | $542.0K | 0.02% | −114,216−86.9% | Reduced |
| Handelsbanken Fonder AB | 17,307 | $545.0K | 0.00% | −400−2.3% | Reduced |
| Beacon Pointe Advisors, LLC | 17,440 | $550.0K | 0.01% | +7,004+67.1% | Added |
| SG Americas Securities, LLC | 17,770 | $560.0K | 0.00% | −3,301−15.7% | Reduced |
| Crossmark Global Holdings, Inc. | 17,968 | $566.0K | 0.01% | +1,000+5.9% | Added |
| First Republic Investment Management, Inc. | 18,025 | $568.0K | 0.00% | +265+1.5% | Added |
| Dumont & Blake Investment Advisors LLC | 18,081 | $570.0K | 0.16% | −1,318−6.8% | Reduced |
| Paloma Partners Management Co | 18,300 | $577.0K | 0.04% | −65,772−78.2% | Reduced |
| Securian Asset Management, Inc | 18,345 | $578.0K | 0.01% | +115+0.6% | Added |
| United Capital Financial Advisers, LLC | 18,386 | $579.0K | 0.00% | +651+3.7% | Added |
| JustInvest LLC | 18,362 | $579.0K | 0.03% | +4,836+35.8% | Added |
| Mercer Global Advisors Inc | 18,394 | $580.0K | 0.00% | +2,201+13.6% | Added |
| TD Waterhouse Canada Inc. | 18,712 | $591.7K | 0.01% | +2,000+12.0% | Added |
| Evergreen Capital Management LLC | 19,513 | $615.0K | 0.03% | −214,073−91.6% | Reduced |
| Mariner, LLC | 20,172 | $636.0K | 0.00% | +6,255+44.9% | Added |
| GPS Wealth Strategies Group, LLC | 20,192 | $636.0K | 0.14% | +20,192 | New |
| Rockefeller Capital Management L.P. | 20,310 | $639.0K | 0.00% | +329+1.6% | Added |
| XML Financial, LLC | 20,650 | $651.0K | 0.08% | +2,000+10.7% | Added |
| Neuberger Berman Group LLC | 19,743 | $657.0K | 0.00% | −6,250−24.0% | Reduced |
| Kendall Capital Management | 21,210 | $668.0K | 0.32% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 21,594 | $680.0K | 0.03% | −23,221−51.8% | Reduced |
| Ensign Peak Advisors, Inc | 21,800 | $687.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 22,200 | $700.0K | 0.02% | +260+1.2% | Added |
| Hollencrest Capital Management | 22,293 | $703.0K | 0.06% | +20.0% | Added |
| Legal Advantage Investments, Inc. | 22,363 | $705.0K | 0.53% | +503+2.3% | Added |
| Xponance, Inc. | 22,446 | $707.0K | 0.01% | −651−2.8% | Reduced |
| Crawford Lake Capital Management, LLC | 22,575 | $711.0K | 0.97% | +22,575 | New |
| Caxton Associates LP | 22,600 | $712.0K | 0.07% | +917+4.2% | Added |
| Hartford Investment Management Co | 23,059 | $727.0K | 0.02% | +19+0.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 24,033 | $757.0K | 0.00% | 00.0% | Unchanged |
| FORA Capital, LLC | 24,082 | $759.0K | 0.14% | +24,082 | New |
| Abacus Planning Group, Inc. | 24,798 | $781.0K | 0.21% | 00.0% | Unchanged |
| Easterly Investment Partners LLC | 25,000 | $788.0K | 0.06% | 00.0% | Unchanged |
| Walleye Trading LLC | 25,577 | $806.0K | 0.02% | +13,781+116.8% | Added |
| Rockland Trust Co | 25,685 | $809.0K | 0.05% | +12,146+89.7% | Added |
| Waterfront Wealth Inc. | 25,385 | $810.0K | 0.29% | +25,385 | New |
| Allspring Global Investments Holdings, LLC | 25,882 | $815.0K | 0.00% | −24,314−48.4% | Reduced |
| Prudential Financial Inc | 26,876 | $847.0K | 0.00% | +8,114+43.2% | Added |
| Corient Capital Partners, LLC | 27,349 | $862.0K | 0.06% | +2,140+8.5% | Added |
| Teachers Retirement System of the State of Kentucky | 27,600 | $870.0K | 0.01% | −2,000−6.8% | Reduced |
| APG Asset Management N.V. | 31,000 | $878.0K | 0.00% | −48,900−61.2% | Reduced |
| NJ State Employees Deferred Compensation Plan | 28,000 | $882.0K | 0.12% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 28,104 | $886.0K | 0.01% | −144,129−83.7% | Reduced |
| State of Alaska, Department of Revenue | 28,765 | $906.0K | 0.01% | −830−2.8% | Reduced |
| Carret Asset Management, LLC | 28,752 | $906.0K | 0.10% | −166−0.6% | Reduced |
| Public Employees Retirement Association of Colorado | 28,865 | $910.0K | 0.00% | −98−0.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 29,377 | $926.0K | 0.00% | −566−1.9% | Reduced |
| DGS Capital Management, LLC | 29,706 | $936.0K | 0.57% | +2,941+11.0% | Added |
| Envestnet Asset Management Inc | 29,893 | $942.0K | 0.00% | −534−1.8% | Reduced |
| P.A.W. Capital Corp | 30,000 | $945.0K | 0.99% | −5,000−14.3% | Reduced |
| Stephens Inc | 31,257 | $985.0K | 0.02% | −8,239−20.9% | Reduced |
| Wolverine Trading, LLC | 31,712 | $1.00M | 0.03% | +14,474+84.0% | Added |
| HITE Hedge Asset Management LLC | 31,915 | $1.01M | 0.10% | +31,915 | New |
| ProShare Advisors LLC | 33,140 | $1.04M | 0.00% | −2,980−8.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 33,851 | $1.07M | 0.00% | +2,583+8.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 33,957 | $1.07M | 0.02% | +65+0.2% | Added |
| Scotia Capital Inc. | 36,147 | $1.14M | 0.01% | +1,932+5.6% | Added |
| D. E. Shaw & Co., Inc. | 36,224 | $1.14M | 0.00% | −1,087,061−96.8% | Reduced |
| Westpac Banking Corp | 36,421 | $1.15M | 0.01% | −1,029−2.7% | Reduced |
| Bridgewater Associates, LP | 36,963 | $1.17M | 0.00% | +18,823+103.8% | Added |
| The PNC Financial Services Group, Inc. | 37,100 | $1.17M | 0.00% | −830−2.2% | Reduced |
| Investors Research Corp | 37,300 | $1.18M | 0.33% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 39,564 | $1.25M | 0.06% | +29,651+299.1% | Added |
| BKD Wealth Advisors, LLC | 39,660 | $1.25M | 0.05% | −140.0% | Reduced |
| Oppenheimer & Co Inc | 41,225 | $1.30M | 0.02% | +3,143+8.3% | Added |
| Illinois Municipal Retirement Fund | 41,491 | $1.31M | 0.04% | 00.0% | Unchanged |
| Mork Capital Management, LLC | 41,510 | $1.31M | 1.18% | −3,090−6.9% | Reduced |
| Teacher Retirement System of Texas | 41,638 | $1.31M | 0.01% | +1,965+5.0% | Added |
| Janus Henderson Group PLC | 41,858 | $1.32M | 0.00% | +597+1.4% | Added |
| Quantinno Capital Management LP | 41,936 | $1.32M | 0.20% | +433+1.0% | Added |
| Integrated Wealth Concepts LLC | 42,002 | $1.32M | 0.04% | −807−1.9% | Reduced |
| New Mexico Educational Retirement Board | 42,100 | $1.33M | 0.05% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 42,857 | $1.35M | 0.00% | −2,286−5.1% | Reduced |
| Naples Global Advisors, LLC | 43,645 | $1.38M | 0.16% | +1,200+2.8% | Added |
| Cutler Group LP | 43,660 | $1.38M | 0.13% | +43,660 | New |