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 |
|---|---|---|---|---|---|
| Glassman Wealth Services | 774 | $24.0K | 0.00% | −8−1.0% | Reduced |
| American Portfolios Advisors | 758 | $23.9K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 742 | $23.4K | 0.00% | −420−36.1% | Reduced |
| Ten Capital Wealth Advisors, LLC | 658 | $21.0K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 642 | $20.0K | 0.00% | 00.0% | Unchanged |
| De Burlo Group Inc | 600 | $18.9K | 0.00% | +600 | New |
| Blue Bell Private Wealth Management, LLC | 561 | $18.0K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 560 | $18.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 525 | $17.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 442 | $14.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 442 | $14.0K | 0.00% | −7−1.6% | Reduced |
| Baldwin Brothers Inc | 400 | $13.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 400 | $13.0K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 397 | $13.0K | 0.01% | +4+1.0% | Added |
| Bartlett & Co. Wealth Management LLC | 392 | $12.4K | 0.00% | +392 | New |
| Bartlett & Co. LLC | 392 | $12.0K | 0.00% | +392 | New |
| TCWP LLC | 380 | $11.0K | 0.00% | +380 | New |
| Washington Trust Advisors, Inc. | 320 | $10.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 304 | $10.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 332 | $10.0K | 0.00% | +332 | New |
| Money Concepts Capital Corp | 312 | $10.0K | 0.00% | +312 | New |
| Whittier Trust Co of Nevada Inc | 263 | $8.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 251 | $8.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 242 | $8.00K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 247 | $8.00K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 256 | $8.00K | 0.01% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 246 | $8.00K | 0.01% | +246 | New |
| Sutton Wealth Advisors Inc. | 235 | $7.41K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 226 | $7.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 219 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 176 | $6.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 183 | $6.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 176 | $6.00K | 0.00% | +110+166.7% | Added |
| Tarbox Family Office, Inc. | 156 | $5.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 172 | $5.00K | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 170 | $5.00K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 155 | $5.00K | 0.00% | +155 | New |
| Washington Trust Co | 118 | $4.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 133 | $4.00K | 0.00% | +24+22.0% | Added |
| Earnest Partners LLC | 81 | $3.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 90 | $3.00K | 0.00% | −10−10.0% | Reduced |
| Syverson Strege & Co | 87 | $3.00K | 0.00% | +1+1.2% | Added |
| PFG Private Wealth Management, LLC | 94 | $3.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 108 | $3.00K | 0.00% | +85+369.6% | Added |
| Cordant, Inc. | 99 | $3.00K | 0.00% | +99 | New |
| Beacon Capital Management, LLC | 111 | $3.00K | 0.00% | +111 | New |
| Caldwell Trust Co | 77 | $2.43K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 74 | $2.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 70 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 53 | $2.00K | 0.00% | +20+60.6% | Added |
| Beaird Harris Wealth Management, LLC | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 73 | $2.00K | 0.00% | +73 | New |
| Disciplined Investments, LLC | 48 | $2.00K | 0.00% | +48 | New |
| Sentry Investment Management LLC | 18 | $1.00K | 0.00% | −3−14.3% | Reduced |
| Financial Management Professionals, Inc. | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 38 | $1.00K | 0.00% | +38 | New |
| Denali Advisors LLC | 30 | $1.00K | 0.00% | +30 | New |
| Lake Point Wealth Management | 7 | $0 | 0.00% | +1+16.7% | Added |
| Prestige Wealth Management Group LLC | 13 | $0 | 0.00% | −3−18.8% | Reduced |
| GoalVest Advisory LLC | 10 | $0 | 0.00% | +10 | New |
| Dark Forest Capital Management LP | 2 | $0 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 9 | $0 | 0.00% | +9 | New |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −4,923,009−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −570,019−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −370,300−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −317,069−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −186,902−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −153,653−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −138,239−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −103,846−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −97,135−100.0% | Sold out |
| Capitolis Advisors LLC | 0 | $0 | 0.00% | −91,511−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −84,967−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −74,581−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −71,794−100.0% | Sold out |
| Standard Life Aberdeen plc | 0 | $0 | 0.00% | −51,922−100.0% | Sold out |
| Polianta Ltd | 0 | $0 | 0.00% | −50,900−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −40,300−100.0% | Sold out |
| Kelly Lawrence W & Associates Inc | 0 | $0 | 0.00% | −36,875−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −36,568−100.0% | Sold out |
| Trilogy Capital Inc. | 0 | $0 | 0.00% | −36,168−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −47,270−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −29,101−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −26,922−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −26,209−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −25,985−100.0% | Sold out |
| Brooks, Moore & Associates, Inc. | 0 | $0 | 0.00% | −22,348−100.0% | Sold out |
| Financial Advisors Network, Inc. | 0 | $0 | 0.00% | −17,066−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −16,213−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −15,697−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −13,471−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −13,300−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −12,042−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −11,626−100.0% | Sold out |
| qPULA Trading Management LP | 0 | $0 | 0.00% | −11,117−100.0% | Sold out |