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 |
|---|---|---|---|---|---|
| Cambria Investment Management, L.P. | 146,448 | $4.62M | 0.59% | +48,816+50.0% | Added |
| Great West Life Assurance Co | 141,373 | $4.59M | 0.01% | +21,200+17.6% | Added |
| Texas Permanent School Fund | 144,948 | $4.57M | 0.06% | −3,102−2.1% | Reduced |
| NewSquare Capital LLC | 144,345 | $4.55M | 0.48% | +144,345 | New |
| 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 |
| MetLife Investment Management | 132,211 | $4.17M | 0.03% | +33,131+33.4% | Added |
| Commonwealth Equity Services, LLC | 127,968 | $4.03M | 0.01% | −50,662−28.4% | Reduced |
| apricus wealth, LLC | 118,250 | $3.99M | 3.26% | +5,250+4.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 126,638 | $3.99M | 0.01% | −10,210−7.5% | Reduced |
| US Bancorp | 124,127 | $3.91M | 0.01% | −516−0.4% | Reduced |
| Impax Asset Management Group plc | 121,447 | $3.83M | 0.02% | −622−0.5% | Reduced |
| Holocene Advisors, LP | 120,435 | $3.79M | 0.02% | +102,233+561.7% | Added |
| Yousif Capital Management, LLC | 119,854 | $3.78M | 0.04% | +3,304+2.8% | Added |
| Burney Co | 114,422 | $3.60M | 0.17% | −3,075−2.6% | Reduced |
| Algert Global LLC | 111,863 | $3.52M | 0.23% | +45,768+69.2% | Added |
| Wealthfront Advisers LLC | 110,856 | $3.49M | 0.02% | −4,136−3.6% | Reduced |
| State of New Jersey Common Pension Fund D | 109,282 | $3.44M | 0.01% | −14,008−11.4% | Reduced |
| Comerica Bank | 99,764 | $3.37M | 0.02% | +1,480+1.5% | Added |
| Hussman Strategic Advisors, Inc. | 104,000 | $3.28M | 0.64% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 103,490 | $3.26M | 0.01% | −264,318−71.9% | Reduced |
| Eaton Vance Management | 102,659 | $3.23M | 0.00% | +90,626+753.1% | Added |
| Rafferty Asset Management, LLC | 102,552 | $3.23M | 0.02% | −4,957−4.6% | Reduced |
| Allianz Asset Management GmbH | 101,020 | $3.18M | 0.00% | −36,118−26.3% | Reduced |
| Balasa Dinverno & Foltz LLC | 88,763 | $2.80M | 0.19% | −1,251−1.4% | Reduced |
| Royal Bank of Canada | 85,138 | $2.68M | 0.00% | −7,729−8.3% | Reduced |
| Kingsview Wealth Management, LLC | 83,967 | $2.65M | 0.12% | +7,483+9.8% | Added |
| Citigroup Inc | 82,360 | $2.60M | 0.00% | −37,184−31.1% | Reduced |
| Price T Rowe Associates Inc | 80,804 | $2.55M | 0.00% | −10,785−11.8% | Reduced |
| Alaska Permanent Fund Corp | 80,600 | $2.54M | 0.04% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 80,000 | $2.52M | 0.01% | +80,000 | New |
| SEI Investments Co | 78,780 | $2.44M | 0.00% | +45,465+136.5% | 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 |
| Bank of Montreal | 76,618 | $2.42M | 0.00% | +29,166+61.5% | Added |
| Advisory Services Network, LLC | 75,720 | $2.39M | 0.07% | +1,100+1.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 75,200 | $2.37M | 0.16% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 75,080 | $2.37M | 0.01% | +1,198+1.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 74,930 | $2.36M | 0.02% | +7,144+10.5% | Added |
| Auxier Asset Management | 68,717 | $2.17M | 0.34% | 00.0% | Unchanged |
| Bokf, NA | 66,498 | $2.10M | 0.03% | −1,378−2.0% | Reduced |
| Oregon Public Employees Retirement Fund | 65,303 | $2.06M | 0.02% | −1,038−1.6% | Reduced |
| HighTower Advisors, LLC | 63,817 | $2.01M | 0.00% | −12,212−16.1% | Reduced |
| HSBC Holdings PLC | 61,519 | $1.96M | 0.00% | −64,680−51.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 61,304 | $1.93M | 0.00% | +2,370+4.0% | Added |
| Arnhold LLC | 60,000 | $1.89M | 0.21% | 00.0% | Unchanged |
| AXA S.A. | 59,200 | $1.87M | 0.01% | +2,200+3.9% | Added |
| Susquehanna Fundamental Investments, LLC | 59,121 | $1.86M | 0.04% | +39,097+195.3% | Added |
| Cubist Systematic Strategies, LLC | 58,012 | $1.83M | 0.02% | −217,785−79.0% | Reduced |
| Louisiana State Employees Retirement System | 53,500 | $1.81M | 0.04% | +900+1.7% | Added |
| Stifel Financial Corp | 56,860 | $1.79M | 0.00% | +8,477+17.5% | Added |
| Arizona State Retirement System | 55,267 | $1.74M | 0.01% | +255+0.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 55,115 | $1.74M | 0.00% | +8,998+19.5% | Added |
| CIBC World Markets Inc. | 54,744 | $1.73M | 0.01% | −20,061−26.8% | Reduced |
| Ameritas Investment Partners, Inc. | 54,142 | $1.71M | 0.06% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 53,000 | $1.67M | 0.04% | 00.0% | Unchanged |
| State of Michigan Retirement System | 51,900 | $1.64M | 0.01% | +100+0.2% | Added |
| Sculati Wealth Management, LLC | 51,419 | $1.62M | 0.79% | +3,835+8.1% | Added |
| Nisa Investment Advisors, LLC | 50,910 | $1.60M | 0.01% | −4,690−8.4% | Reduced |
| STRS Ohio | 49,575 | $1.56M | 0.01% | +1,643+3.4% | Added |
| Anchor Investment Management, LLC | 49,403 | $1.56M | 0.20% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 46,378 | $1.46M | 0.27% | −1,641−3.4% | Reduced |
| Crestline Management, LP | 45,339 | $1.43M | 0.18% | +45,339 | New |
| Creative Planning | 44,661 | $1.41M | 0.00% | +4,386+10.9% | Added |
| Advisor Partners LLC | 43,989 | $1.39M | 0.09% | −1,264−2.8% | Reduced |
| Sigma Planning Corp | 43,755 | $1.38M | 0.04% | +1,640+3.9% | Added |
| 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 |
| Federated Hermes, Inc. | 42,857 | $1.35M | 0.00% | −2,286−5.1% | Reduced |
| New Mexico Educational Retirement Board | 42,100 | $1.33M | 0.05% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 42,002 | $1.32M | 0.04% | −807−1.9% | Reduced |
| Quantinno Capital Management LP | 41,936 | $1.32M | 0.20% | +433+1.0% | Added |
| Janus Henderson Group PLC | 41,858 | $1.32M | 0.00% | +597+1.4% | Added |
| Teacher Retirement System of Texas | 41,638 | $1.31M | 0.01% | +1,965+5.0% | Added |
| Mork Capital Management, LLC | 41,510 | $1.31M | 1.18% | −3,090−6.9% | Reduced |
| Illinois Municipal Retirement Fund | 41,491 | $1.31M | 0.04% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 41,225 | $1.30M | 0.02% | +3,143+8.3% | Added |
| BKD Wealth Advisors, LLC | 39,660 | $1.25M | 0.05% | −140.0% | Reduced |
| Graham Capital Management, L.P. | 39,564 | $1.25M | 0.06% | +29,651+299.1% | Added |
| Investors Research Corp | 37,300 | $1.18M | 0.33% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 37,100 | $1.17M | 0.00% | −830−2.2% | Reduced |
| Bridgewater Associates, LP | 36,963 | $1.17M | 0.00% | +18,823+103.8% | Added |
| Westpac Banking Corp | 36,421 | $1.15M | 0.01% | −1,029−2.7% | Reduced |
| D. E. Shaw & Co., Inc. | 36,224 | $1.14M | 0.00% | −1,087,061−96.8% | Reduced |
| Scotia Capital Inc. | 36,147 | $1.14M | 0.01% | +1,932+5.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 33,957 | $1.07M | 0.02% | +65+0.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 33,851 | $1.07M | 0.00% | +2,583+8.3% | Added |
| ProShare Advisors LLC | 33,140 | $1.04M | 0.00% | −2,980−8.3% | Reduced |
| HITE Hedge Asset Management LLC | 31,915 | $1.01M | 0.10% | +31,915 | New |
| Wolverine Trading, LLC | 31,712 | $1.00M | 0.03% | +14,474+84.0% | Added |
| Stephens Inc | 31,257 | $985.0K | 0.02% | −8,239−20.9% | Reduced |
| P.A.W. Capital Corp | 30,000 | $945.0K | 0.99% | −5,000−14.3% | Reduced |
| Envestnet Asset Management Inc | 29,893 | $942.0K | 0.00% | −534−1.8% | Reduced |
| DGS Capital Management, LLC | 29,706 | $936.0K | 0.57% | +2,941+11.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 29,377 | $926.0K | 0.00% | −566−1.9% | Reduced |
| Public Employees Retirement Association of Colorado | 28,865 | $910.0K | 0.00% | −98−0.3% | 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 |
| ExodusPoint Capital Management, LP | 28,104 | $886.0K | 0.01% | −144,129−83.7% | Reduced |
| NJ State Employees Deferred Compensation Plan | 28,000 | $882.0K | 0.12% | 00.0% | Unchanged |