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 |
|---|---|---|---|---|---|
| APG Asset Management N.V. | 31,000 | $878.0K | 0.00% | −48,900−61.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 27,600 | $870.0K | 0.01% | −2,000−6.8% | Reduced |
| Corient Capital Partners, LLC | 27,349 | $862.0K | 0.06% | +2,140+8.5% | Added |
| Prudential Financial Inc | 26,876 | $847.0K | 0.00% | +8,114+43.2% | Added |
| Allspring Global Investments Holdings, LLC | 25,882 | $815.0K | 0.00% | −24,314−48.4% | Reduced |
| Waterfront Wealth Inc. | 25,385 | $810.0K | 0.29% | +25,385 | New |
| Rockland Trust Co | 25,685 | $809.0K | 0.05% | +12,146+89.7% | Added |
| Walleye Trading LLC | 25,577 | $806.0K | 0.02% | +13,781+116.8% | Added |
| Easterly Investment Partners LLC | 25,000 | $788.0K | 0.06% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 24,798 | $781.0K | 0.21% | 00.0% | Unchanged |
| FORA Capital, LLC | 24,082 | $759.0K | 0.14% | +24,082 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 24,033 | $757.0K | 0.00% | 00.0% | Unchanged |
| Hartford Investment Management Co | 23,059 | $727.0K | 0.02% | +19+0.1% | Added |
| Caxton Associates LP | 22,600 | $712.0K | 0.07% | +917+4.2% | Added |
| Crawford Lake Capital Management, LLC | 22,575 | $711.0K | 0.97% | +22,575 | New |
| Xponance, Inc. | 22,446 | $707.0K | 0.01% | −651−2.8% | Reduced |
| Legal Advantage Investments, Inc. | 22,363 | $705.0K | 0.53% | +503+2.3% | Added |
| Hollencrest Capital Management | 22,293 | $703.0K | 0.06% | +20.0% | Added |
| Signaturefd, LLC | 22,200 | $700.0K | 0.02% | +260+1.2% | Added |
| Ensign Peak Advisors, Inc | 21,800 | $687.0K | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 21,594 | $680.0K | 0.03% | −23,221−51.8% | Reduced |
| Kendall Capital Management | 21,210 | $668.0K | 0.32% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 19,743 | $657.0K | 0.00% | −6,250−24.0% | Reduced |
| XML Financial, LLC | 20,650 | $651.0K | 0.08% | +2,000+10.7% | Added |
| Rockefeller Capital Management L.P. | 20,310 | $639.0K | 0.00% | +329+1.6% | Added |
| 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 |
| Evergreen Capital Management LLC | 19,513 | $615.0K | 0.03% | −214,073−91.6% | Reduced |
| TD Waterhouse Canada Inc. | 18,712 | $591.7K | 0.01% | +2,000+12.0% | Added |
| Mercer Global Advisors Inc | 18,394 | $580.0K | 0.00% | +2,201+13.6% | 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 |
| Securian Asset Management, Inc | 18,345 | $578.0K | 0.01% | +115+0.6% | Added |
| Paloma Partners Management Co | 18,300 | $577.0K | 0.04% | −65,772−78.2% | Reduced |
| Dumont & Blake Investment Advisors LLC | 18,081 | $570.0K | 0.16% | −1,318−6.8% | Reduced |
| First Republic Investment Management, Inc. | 18,025 | $568.0K | 0.00% | +265+1.5% | Added |
| Crossmark Global Holdings, Inc. | 17,968 | $566.0K | 0.01% | +1,000+5.9% | Added |
| SG Americas Securities, LLC | 17,770 | $560.0K | 0.00% | −3,301−15.7% | Reduced |
| Beacon Pointe Advisors, LLC | 17,440 | $550.0K | 0.01% | +7,004+67.1% | Added |
| Handelsbanken Fonder AB | 17,307 | $545.0K | 0.00% | −400−2.3% | Reduced |
| Jump Financial, LLC | 17,201 | $542.0K | 0.02% | −114,216−86.9% | Reduced |
| Maryland State Retirement & Pension System | 16,191 | $510.0K | 0.01% | 00.0% | Unchanged |
| Greenleaf Trust | 16,016 | $505.0K | 0.01% | −22,664−58.6% | Reduced |
| Teza Capital Management LLC | 15,568 | $491.0K | 0.18% | +6,257+67.2% | Added |
| Pacer Advisors, Inc. | 15,459 | $487.0K | 0.00% | −5,005−24.5% | 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 |
| State of Wisconsin Investment Board | 14,561 | $459.0K | 0.00% | −10,225−41.3% | Reduced |
| Neumann Capital Management, LLC | 14,183 | $447.0K | 0.19% | 00.0% | Unchanged |
| Winton Group Ltd | 13,987 | $441.0K | 0.02% | +13,987 | New |
| ARGI Investment Services, LLC | 13,588 | $428.0K | 0.01% | −21,337−61.1% | Reduced |
| Pictet Asset Management SA | 13,300 | $419.0K | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 13,228 | $417.0K | 0.02% | +2,836+27.3% | Added |
| Patten & Patten Inc | 12,871 | $406.0K | 0.03% | 00.0% | Unchanged |
| Bessemer Group Inc | 12,685 | $399.0K | 0.00% | +4,825+61.4% | Added |
| Relative Value Partners Group, LLC | 12,300 | $388.0K | 0.03% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 12,195 | $384.0K | 0.01% | +1,769+17.0% | Added |
| 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 |
| Point72 Hong Kong Ltd | 11,856 | $374.0K | 0.03% | +11,856 | New |
| AE Wealth Management LLC | 11,832 | $373.0K | 0.00% | +2,584+27.9% | Added |
| Fox Run Management, L.L.C. | 11,611 | $366.0K | 0.20% | +11,611 | 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 |
| 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 |
| Simplex Trading, LLC | 11,448 | $360.0K | 0.01% | +5,343+87.5% | Added |
| Twelve Points Wealth Management LLC | 11,337 | $357.0K | 0.27% | +3,186+39.1% | Added |
| Evergreen Wealth Solutions, LLC | 11,295 | $356.0K | 0.35% | +53+0.5% | Added |
| Natixis Advisors, L.P. | 11,033 | $348.0K | 0.00% | +11,033 | New |
| 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 |
| Clarius Group, LLC | 13,913 | $342.0K | 0.03% | 00.0% | Unchanged |
| Shelton Capital Management | 10,833 | $341.0K | 0.01% | 00.0% | Unchanged |
| Pitcairn Co | 10,775 | $340.0K | 0.03% | −1,781−14.2% | Reduced |
| Financial Advisory Service, Inc. | 10,726 | $338.0K | 0.03% | −892−7.7% | Reduced |
| Utah Retirement Systems | 10,700 | $337.0K | 0.00% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 10,511 | $331.0K | 0.03% | +10,511 | New |
| Capital Fund Management S.A. | 10,414 | $328.1K | 0.01% | −16,468−61.3% | Reduced |
| Brookstone Capital Management | 10,177 | $327.0K | 0.01% | +10,177 | New |
| Edge Capital Group, LLC | 10,055 | $317.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Emfo, LLC | 10,000 | $315.0K | 0.29% | −5,000−33.3% | Reduced |
| Baird Financial Group, Inc. | 9,950 | $313.0K | 0.00% | −149−1.5% | Reduced |
| Wedge Capital Management L L P | 9,872 | $311.0K | 0.00% | −1,126−10.2% | Reduced |
| Flagship Harbor Advisors, LLC | 9,828 | $310.0K | 0.03% | −400−3.9% | Reduced |
| Panagora Asset Management Inc | 9,799 | $309.0K | 0.00% | +115+1.2% | Added |
| Glenmede Trust Co NA | 9,737 | $305.0K | 0.00% | +25+0.3% | Added |
| First Citizens Bank & Trust Co | 9,520 | $300.0K | 0.01% | +9,520 | New |
| Geneos Wealth Management Inc. | 9,460 | $298.0K | 0.01% | −629−6.2% | Reduced |
| 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 |
| Veritable, L.P. | 9,338 | $294.0K | 0.00% | +314+3.5% | Added |
| M&T Bank Corp | 9,260 | $291.0K | 0.00% | −806−8.0% | Reduced |
| Shell Asset Management Co | 9,142 | $288.0K | 0.01% | −1,351−12.9% | Reduced |
| Venture Visionary Partners LLC | 9,106 | $286.0K | 0.02% | −495−5.2% | Reduced |
| CIBC Asset Management Inc | 8,993 | $283.0K | 0.00% | 00.0% | Unchanged |
| Cadence Bank NA | 8,879 | $279.0K | 0.08% | −718−7.5% | Reduced |