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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.

Institutional holdersQ1 2022: 466 institutions
Q1 2021: 459 institutionsQ2 2021: 451 institutionsQ3 2021: 459 institutionsQ4 2021: 444 institutionsQ1 2022: 466 institutionsQ2 2022: 487 institutionsQ3 2022: 492 institutionsQ4 2022: 528 institutionsQ1 2023: 527 institutionsQ2 2023: 557 institutionsQ3 2023: 580 institutionsQ4 2023: 572 institutionsQ1 2024: 580 institutionsQ2 2024: 579 institutionsQ3 2024: 625 institutionsQ4 2024: 685 institutionsQ1 2025: 729 institutionsQ2 2025: 736 institutionsQ3 2025: 674 institutionsQ4 2025: 699 institutionsQ1 2026: 702 institutionsQ2 2026: 766 institutions
Value heldQ1 2022: $5.36B
Q1 2021: $4.67BQ2 2021: $4.88BQ3 2021: $4.18BQ4 2021: $4.09BQ1 2022: $5.36BQ2 2022: $5.76BQ3 2022: $6.59BQ4 2022: $6.94BQ1 2023: $6.65BQ2 2023: $7.97BQ3 2023: $8.14BQ4 2023: $7.51BQ1 2024: $8.87BQ2 2024: $8.25BQ3 2024: $9.30BQ4 2024: $11.3BQ1 2025: $12.6BQ2 2025: $12.3BQ3 2025: $10.4BQ4 2025: $11.3BQ1 2026: $9.25BQ2 2026: $12.6B
Institutions holding UNM and their total value by quarter
QuarterHoldersValue
Q2 2026766$12.6B
Q1 2026702$9.25B
Q4 2025699$11.3B
Q3 2025674$10.4B
Q2 2025736$12.3B
Q1 2025729$12.6B
Q4 2024685$11.3B
Q3 2024625$9.30B
Q2 2024579$8.25B
Q1 2024580$8.87B
Q4 2023572$7.51B
Q3 2023580$8.14B
Q2 2023557$7.97B
Q1 2023527$6.65B
Q4 2022528$6.94B
Q3 2022492$6.59B
Q2 2022487$5.76B
Q1 2022466$5.36B
Q4 2021444$4.09B
Q3 2021459$4.18B
Q2 2021451$4.88B
Q1 2021459$4.67B

Institutions, Q1 2022

Shares, value and share of portfolio for each institution holding Unum Group; share changes are against Q4 2021.

Institutions holding UNM in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Corton Capital Inc.0$00.00%−10,789−100.0%Sold out
Slow Capital, Inc.0$00.00%−10,505−100.0%Sold out
Pearl River Capital, LLC0$00.00%−9,193−100.0%Sold out
Snowden Capital Advisors LLC0$00.00%−3,000−100.0%Sold out
Maverick Capital LtdSuperinvestorMaverick Capital0$00.00%−2,806−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−2,500−100.0%Sold out
Spire Wealth Management0$00.00%−478−100.0%Sold out
Confluence Wealth Services, Inc.0$00.00%−410−100.0%Sold out
Widmann Financial Services, Inc.0$00.00%−283−100.0%Sold out
Plante Moran Financial Advisors, LLC0$00.00%−186−100.0%Sold out
Signet Financial Management, LLC0$00.00%−107−100.0%Sold out
Zullo Investment Group, Inc.0$00.00%−114−100.0%Sold out
Column Capital Advisors, LLC0$00.00%−50−100.0%Sold out
Lenox Wealth Advisors, LLC0$00.00%−47−100.0%Sold out
Amplius Wealth Advisors, LLC0$00.00%−41−100.0%Sold out
Legg Mason Asset Management (Japan) Co., Ltd.––––Not filed
Reilly Financial Advisors, LLC––––Not filed
NEXT Financial Group, Inc––––Not filed
Carroll Financial Associates, Inc.––––Not filed
Bell Investment Advisors, Inc––––Not filed