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 |
|---|---|---|---|---|---|
| Sigma Planning Corp | 43,755 | $1.38M | 0.04% | +1,640+3.9% | Added |
| Advisor Partners LLC | 43,989 | $1.39M | 0.09% | −1,264−2.8% | Reduced |
| Creative Planning | 44,661 | $1.41M | 0.00% | +4,386+10.9% | Added |
| Crestline Management, LP | 45,339 | $1.43M | 0.18% | +45,339 | New |
| Aviance Capital Partners, LLC | 46,378 | $1.46M | 0.27% | −1,641−3.4% | Reduced |
| Anchor Investment Management, LLC | 49,403 | $1.56M | 0.20% | 00.0% | Unchanged |
| STRS Ohio | 49,575 | $1.56M | 0.01% | +1,643+3.4% | Added |
| Nisa Investment Advisors, LLC | 50,910 | $1.60M | 0.01% | −4,690−8.4% | Reduced |
| Sculati Wealth Management, LLC | 51,419 | $1.62M | 0.79% | +3,835+8.1% | Added |
| State of Michigan Retirement System | 51,900 | $1.64M | 0.01% | +100+0.2% | Added |
| MUFG Securities EMEA plc | 53,000 | $1.67M | 0.04% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 54,142 | $1.71M | 0.06% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 54,744 | $1.73M | 0.01% | −20,061−26.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 55,115 | $1.74M | 0.00% | +8,998+19.5% | Added |
| Arizona State Retirement System | 55,267 | $1.74M | 0.01% | +255+0.5% | Added |
| Stifel Financial Corp | 56,860 | $1.79M | 0.00% | +8,477+17.5% | Added |
| Louisiana State Employees Retirement System | 53,500 | $1.81M | 0.04% | +900+1.7% | Added |
| Cubist Systematic Strategies, LLC | 58,012 | $1.83M | 0.02% | −217,785−79.0% | Reduced |
| Susquehanna Fundamental Investments, LLC | 59,121 | $1.86M | 0.04% | +39,097+195.3% | Added |
| AXA S.A. | 59,200 | $1.87M | 0.01% | +2,200+3.9% | Added |
| Arnhold LLC | 60,000 | $1.89M | 0.21% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 61,304 | $1.93M | 0.00% | +2,370+4.0% | Added |
| HSBC Holdings PLC | 61,519 | $1.96M | 0.00% | −64,680−51.3% | Reduced |
| HighTower Advisors, LLC | 63,817 | $2.01M | 0.00% | −12,212−16.1% | Reduced |
| Oregon Public Employees Retirement Fund | 65,303 | $2.06M | 0.02% | −1,038−1.6% | Reduced |
| Bokf, NA | 66,498 | $2.10M | 0.03% | −1,378−2.0% | Reduced |
| Auxier Asset Management | 68,717 | $2.17M | 0.34% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 74,930 | $2.36M | 0.02% | +7,144+10.5% | Added |
| Treasurer of the State of North Carolina | 75,080 | $2.37M | 0.01% | +1,198+1.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 75,200 | $2.37M | 0.16% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 75,720 | $2.39M | 0.07% | +1,100+1.5% | Added |
| Bank of Montreal | 76,618 | $2.42M | 0.00% | +29,166+61.5% | Added |
| First Horizon Advisors, Inc. | 77,178 | $2.43M | 0.13% | −60,869−44.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 77,192 | $2.43M | 0.01% | +77,192 | New |
| SEI Investments Co | 78,780 | $2.44M | 0.00% | +45,465+136.5% | Added |
| State of Tennessee, Treasury Department | 80,000 | $2.52M | 0.01% | +80,000 | New |
| Alaska Permanent Fund Corp | 80,600 | $2.54M | 0.04% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 80,804 | $2.55M | 0.00% | −10,785−11.8% | Reduced |
| Citigroup Inc | 82,360 | $2.60M | 0.00% | −37,184−31.1% | Reduced |
| Kingsview Wealth Management, LLC | 83,967 | $2.65M | 0.12% | +7,483+9.8% | Added |
| Royal Bank of Canada | 85,138 | $2.68M | 0.00% | −7,729−8.3% | Reduced |
| Balasa Dinverno & Foltz LLC | 88,763 | $2.80M | 0.19% | −1,251−1.4% | Reduced |
| Allianz Asset Management GmbH | 101,020 | $3.18M | 0.00% | −36,118−26.3% | Reduced |
| Rafferty Asset Management, LLC | 102,552 | $3.23M | 0.02% | −4,957−4.6% | Reduced |
| Eaton Vance Management | 102,659 | $3.23M | 0.00% | +90,626+753.1% | Added |
| BNP Paribas Arbitrage, SA | 103,490 | $3.26M | 0.01% | −264,318−71.9% | Reduced |
| Hussman Strategic Advisors, Inc. | 104,000 | $3.28M | 0.64% | 00.0% | Unchanged |
| Comerica Bank | 99,764 | $3.37M | 0.02% | +1,480+1.5% | Added |
| State of New Jersey Common Pension Fund D | 109,282 | $3.44M | 0.01% | −14,008−11.4% | Reduced |
| Wealthfront Advisers LLC | 110,856 | $3.49M | 0.02% | −4,136−3.6% | Reduced |
| Algert Global LLC | 111,863 | $3.52M | 0.23% | +45,768+69.2% | Added |
| Burney Co | 114,422 | $3.60M | 0.17% | −3,075−2.6% | Reduced |
| Yousif Capital Management, LLC | 119,854 | $3.78M | 0.04% | +3,304+2.8% | Added |
| Holocene Advisors, LP | 120,435 | $3.79M | 0.02% | +102,233+561.7% | Added |
| Impax Asset Management Group plc | 121,447 | $3.83M | 0.02% | −622−0.5% | Reduced |
| US Bancorp | 124,127 | $3.91M | 0.01% | −516−0.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 126,638 | $3.99M | 0.01% | −10,210−7.5% | Reduced |
| apricus wealth, LLC | 118,250 | $3.99M | 3.26% | +5,250+4.6% | Added |
| Commonwealth Equity Services, LLC | 127,968 | $4.03M | 0.01% | −50,662−28.4% | Reduced |
| MetLife Investment Management | 132,211 | $4.17M | 0.03% | +33,131+33.4% | Added |
| Amalgamated Bank | 141,584 | $4.46M | 0.03% | −4,902−3.3% | Reduced |
| Amalgamated Financial Corp. | 141,584 | $4.46M | 0.04% | +141,584 | New |
| NewSquare Capital LLC | 144,345 | $4.55M | 0.48% | +144,345 | New |
| Texas Permanent School Fund | 144,948 | $4.57M | 0.06% | −3,102−2.1% | Reduced |
| Great West Life Assurance Co | 141,373 | $4.59M | 0.01% | +21,200+17.6% | Added |
| Cambria Investment Management, L.P. | 146,448 | $4.62M | 0.59% | +48,816+50.0% | Added |
| Janney Montgomery Scott LLC | 149,709 | $4.72M | 0.02% | +4,012+2.8% | Added |
| Miller Howard Investments Inc | 150,000 | $4.73M | 0.17% | −150,000−50.0% | Reduced |
| Voloridge Investment Management, LLC | 153,383 | $4.83M | 0.03% | −132,179−46.3% | Reduced |
| Full18 Capital LLC | 165,841 | $4.95M | 1.14% | +165,841 | New |
| Canada Pension Plan Investment Board | 160,500 | $5.06M | 0.01% | +10,500+7.0% | Added |
| Putnam Investments LLC | 166,603 | $5.25M | 0.01% | −26,896−13.9% | Reduced |
| Group One Trading, L.P. | 166,890 | $5.26M | 0.11% | +166,890 | New |
| Barnett & Company, Inc. | 173,400 | $5.46M | 3.88% | +8,750+5.3% | Added |
| LPL Financial LLC | 180,892 | $5.70M | 0.00% | +22,539+14.2% | Added |
| Robeco Institutional Asset Management B.V. | 181,746 | $5.73M | 0.01% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 186,433 | $5.88M | 0.06% | +3,573+2.0% | Added |
| Raymond James & Associates | 191,162 | $6.02M | 0.01% | −79,706−29.4% | Reduced |
| State Board of Administration of Florida Retirement System | 194,787 | $6.14M | 0.01% | +782+0.4% | Added |
| Public Employees Retirement System of Ohio | 198,617 | $6.26M | 0.02% | −6,517−3.2% | Reduced |
| Boston Financial Mangement LLC | 200,000 | $6.30M | 0.24% | 00.0% | Unchanged |
| Foundry Partners, LLC | 201,023 | $6.33M | 0.32% | −420,748−67.7% | Reduced |
| WBI Investments | 205,728 | $6.45M | 1.04% | +133,411+184.5% | Added |
| Susquehanna International Group, LLP | 207,794 | $6.55M | 0.01% | −510,498−71.1% | Reduced |
| Storebrand Asset Management AS | 208,226 | $6.56M | 0.03% | +67,078+47.5% | Added |
| Franklin Resources Inc | 210,948 | $6.65M | 0.00% | +11,394+5.7% | Added |
| New York State Teachers Retirement System | 212,244 | $6.69M | 0.01% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 214,092 | $6.75M | 1.04% | −4,473−2.0% | Reduced |
| Captrust Financial Advisors | 221,375 | $6.98M | 0.05% | +85,451+62.9% | Added |
| Freemont Management S.A. | 224,000 | $7.06M | 1.07% | −98,300−30.5% | Reduced |
| Gilman Hill Asset Management, LLC | 229,187 | $7.22M | 1.64% | −6,767−2.9% | Reduced |
| Brookfield Asset Management Inc. | 229,754 | $7.24M | 0.03% | +143,119+165.2% | Added |
| Gillson Capital LP | 233,256 | $7.35M | 0.59% | +233,256 | New |
| Advisor Group Holdings, Inc. | 233,497 | $7.79M | 0.02% | +17,043+7.9% | Added |
| New York State Common Retirement Fund | 252,311 | $7.95M | 0.01% | −9,507−3.6% | Reduced |
| California State Teachers Retirement System | 265,265 | $8.36M | 0.01% | −22,548−7.8% | Reduced |
| Brandywine Global Investment Management, LLC | 274,970 | $8.66M | 0.06% | +12,032+4.6% | Added |
| Barclays PLC | 276,919 | $8.73M | 0.01% | −39,756−12.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 294,818 | $9.29M | 0.15% | +280,039+1,894.8% | Added |
| DekaBank Deutsche Girozentrale | 297,000 | $9.36M | 0.02% | +297,000 | New |