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 |
|---|---|---|---|---|---|
| MML Investors Services, LLC | 8,758 | $276.0K | 0.00% | +8,758 | New |
| Vestmark Advisory Solutions, Inc. | 8,630 | $272.0K | 0.02% | −682−7.3% | Reduced |
| Ethic Inc. | 8,586 | $271.0K | 0.02% | −858−9.1% | Reduced |
| Wealthsource Partners, LLC | 8,603 | $271.0K | 0.02% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 8,554 | $269.0K | 0.01% | +388+4.8% | Added |
| Cerity Partners LLC | 8,359 | $263.0K | 0.00% | +8,359 | New |
| Wetherby Asset Management Inc | 8,219 | $259.0K | 0.01% | +11+0.1% | Added |
| Patten Group, Inc. | 8,185 | $258.0K | 0.07% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 8,192 | $258.0K | 0.02% | +8,192 | New |
| Atlas Capital Advisors LLC | 8,062 | $254.0K | 0.04% | +8,062 | New |
| Brown, Lisle/Cummings, Inc. | 8,025 | $252.9K | 0.12% | +1,650+25.9% | Added |
| Alpha Cubed Investments, LLC | 8,000 | $252.0K | 0.02% | +8,000 | New |
| Cresset Asset Management, LLC | 7,889 | $249.0K | 0.00% | −752−8.7% | Reduced |
| Quantamental Technologies LLC | 7,728 | $244.0K | 0.14% | +7,728 | New |
| Ieq Capital, LLC | 7,687 | $242.0K | 0.01% | +7,687 | New |
| Titus Wealth Management | 7,520 | $237.0K | 0.11% | +7,520 | New |
| Essex Financial Services, Inc. | 7,454 | $235.0K | 0.02% | +7,454 | New |
| Headinvest, LLC | 7,425 | $234.0K | 0.04% | −5,095−40.7% | Reduced |
| Investors Asset Management of Georgia Inc | 7,425 | $234.0K | 0.12% | +7,425 | New |
| J.W. Cole Advisors, Inc. | 7,407 | $233.0K | 0.02% | +7,407 | New |
| Mutual Advisors, LLC | 7,345 | $231.0K | 0.01% | +7,345 | New |
| Private Advisor Group, LLC | 7,293 | $230.0K | 0.00% | −16,666−69.6% | Reduced |
| Sun Life Financial INC | 7,300 | $230.0K | 0.01% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 7,295 | $230.0K | 0.02% | +7,295 | New |
| Foster & Motley Inc | 7,281 | $229.0K | 0.02% | −8,812−54.8% | Reduced |
| D.A. Davidson & Co. | 7,188 | $227.0K | 0.00% | +7,188 | New |
| Hancock Whitney Corp | 7,092 | $224.0K | 0.01% | −30,794−81.3% | Reduced |
| Karp Capital Management Corp | 7,087 | $223.0K | 0.03% | −1,835−20.6% | Reduced |
| Eads & Heald Wealth Management | 7,084 | $223.0K | 0.10% | +7,084 | New |
| Horizon Investments, LLC | 7,083 | $221.0K | 0.01% | +7,083 | New |
| Savant Capital, LLC | 6,976 | $220.0K | 0.01% | −1,459−17.3% | Reduced |
| Paragon Capital Management Ltd | 6,937 | $219.0K | 0.04% | +235+3.5% | Added |
| Covestor Ltd | 6,844 | $216.0K | 0.15% | +3,953+136.7% | Added |
| Miller Value Partners, LLC | 6,735 | $212.0K | 0.01% | −54,390−89.0% | Reduced |
| Fractal Investments LLC | 6,690 | $211.0K | 0.06% | +6,690 | New |
| Carl P. Sherr & Co., LLC | 6,626 | $209.0K | 0.14% | +6,626 | New |
| Umb Bank N A | 6,556 | $207.0K | 0.00% | −160−2.4% | Reduced |
| CAPROCK Group, Inc. | 6,560 | $207.0K | 0.02% | +6,560 | New |
| Steel Peak Wealth Management LLC | 6,555 | $207.0K | 0.01% | +6,555 | New |
| Means Investment Co., Inc. | 6,507 | $205.0K | 0.04% | +6,507 | New |
| Harvest Fund Management Co., Ltd | 5,919 | $186.0K | 0.04% | +4,047+216.2% | Added |
| CWM, LLC | 5,892 | $186.0K | 0.00% | +4,285+266.6% | Added |
| Patriot Financial Group Insurance Agency, LLC | 5,875 | $185.0K | 0.03% | −2,799−32.3% | Reduced |
| Quent Capital, LLC | 5,637 | $178.0K | 0.03% | +1,862+49.3% | Added |
| Toth Financial Advisory Corp | 5,123 | $161.0K | 0.02% | +1,430+38.7% | Added |
| Hanson & Doremus Investment Management | 5,078 | $160.0K | 0.03% | −351−6.5% | Reduced |
| KBC Group NV | 4,856 | $153.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 4,771 | $150.0K | 0.02% | −110−2.3% | Reduced |
| JJJ Advisors Inc. | 4,678 | $147.0K | 0.04% | +452+10.7% | Added |
| Nomura Asset Management Co Ltd | 4,650 | $146.5K | 0.00% | +4,650 | New |
| Fifth Third Bancorp | 4,379 | $138.0K | 0.00% | −207−4.5% | Reduced |
| Meeder Asset Management Inc | 4,348 | $137.0K | 0.01% | +4,348 | New |
| Cambridge Trust Co | 4,000 | $126.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 3,464 | $109.2K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 3,356 | $106.0K | 0.02% | 00.0% | Unchanged |
| National Bank of Canada | 3,255 | $103.0K | 0.00% | −121−3.6% | Reduced |
| SOA Wealth Advisors, LLC. | 3,084 | $97.0K | 0.02% | +3+0.1% | Added |
| Deseret Mutual Benefit Administrators | 3,026 | $95.0K | 0.02% | −328−9.8% | Reduced |
| Parallel Advisors, LLC | 2,991 | $94.0K | 0.00% | −183−5.8% | Reduced |
| Proequities, Inc. | 2,732 | $86.0K | 0.01% | −1,831−40.1% | Reduced |
| West Branch Capital LLC | 2,709 | $85.0K | 0.04% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 2,443 | $77.0K | 0.03% | +664+37.3% | Added |
| Acadian Asset Management LLC | 2,387 | $75.0K | 0.00% | −26,278−91.7% | Reduced |
| Quadrant Capital Group LLC | 2,231 | $70.0K | 0.01% | +45+2.1% | Added |
| Sugarloaf Wealth Management, LLC | 2,294 | $70.0K | 0.02% | +942+69.7% | Added |
| IFP Advisors, Inc | 1,717 | $70.0K | 0.00% | +1,619+1,652.0% | Added |
| Cullen/Frost Bankers, Inc. | 2,100 | $66.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 2,100 | $66.0K | 0.02% | +2,100 | New |
| Sittner & Nelson, LLC | 2,000 | $63.0K | 0.04% | +2,000 | New |
| South State Corp. | 1,938 | $61.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,940 | $61.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,887 | $60.0K | 0.01% | +557+41.9% | Added |
| Fieldpoint Private Securities, LLC | 1,722 | $54.0K | 0.01% | +70+4.2% | Added |
| AGF Investments LLC | 1,464 | $46.0K | 0.00% | +93+6.8% | Added |
| Founders Capital Management | 1,772 | $44.0K | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,373 | $43.0K | 0.00% | +93+7.3% | Added |
| Global Retirement Partners, LLC | 1,176 | $41.0K | 0.00% | +1,176 | New |
| Exchange Traded Concepts, LLC | 1,261 | $40.0K | 0.00% | +1,261 | New |
| Addison Advisors LLC | 1,173 | $37.0K | 0.02% | +500+74.3% | Added |
| Jones Financial Companies LLLP | 1,188 | $37.0K | 0.00% | +1,188 | New |
| Koshinski Asset Management, Inc. | 1,132 | $35.7K | 0.00% | +382+50.9% | Added |
| Leonteq Securities AG | 1,120 | $35.3K | 0.00% | −2,448−68.6% | Reduced |
| Cranbrook Wealth Management, LLC | 1,082 | $34.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 1,055 | $33.0K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 1,050 | $33.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,014 | $32.0K | 0.00% | −161−13.7% | Reduced |
| Ahrens Investment Partners LLC | 1,000 | $32.0K | 0.01% | +1,000 | New |
| Norway Savings Bank | 979 | $31.0K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 948 | $30.0K | 0.00% | −972−50.6% | Reduced |
| McIlrath & Eck, LLC | 895 | $28.0K | 0.01% | −21,992−96.1% | Reduced |
| Clearstead Advisors, LLC | 900 | $28.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 879 | $28.0K | 0.00% | +3+0.3% | Added |
| Parkside Financial Bank & Trust | 903 | $28.0K | 0.01% | −4−0.4% | Reduced |
| Retirement Group, LLC | 1,000 | $27.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 829 | $26.0K | 0.01% | −27−3.2% | Reduced |
| North Star Investment Management Corp. | 804 | $25.0K | 0.00% | +2+0.2% | Added |
| Proffitt & Goodson Inc | 791 | $25.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 780 | $25.0K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 774 | $24.0K | 0.01% | −56−6.7% | Reduced |
| Gemmer Asset Management LLC | 773 | $24.0K | 0.00% | 00.0% | Unchanged |