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, Q2 2022
Institutional positions in Unum Group as of Jun 30, 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
- 487
- +29 vs. Q1 2022
- Shares held
- 168.8M
- +1.67M (+1.0%) vs. Q1 2022
- Total value
- $5.76B
- +$495.9M (+9.4%) vs. Q1 2022
- New holders
- 79
- 159 more added
- Sold out
- 50
- 166 more reduced
8 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Unum Group; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 1,992 | $68.0K | 0.02% | +1,550+350.7% | Added |
| Cullen/Frost Bankers, Inc. | 2,100 | $71.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 2,093 | $71.0K | 0.00% | +2,093 | New |
| Quadrant Capital Group LLC | 2,331 | $79.0K | 0.01% | +100+4.5% | Added |
| MBM Wealth Consultants, LLC | 2,513 | $85.0K | 0.04% | +70+2.9% | Added |
| State of Wyoming | 2,566 | $87.0K | 0.05% | +2,566 | New |
| West Branch Capital LLC | 2,709 | $92.0K | 0.05% | 00.0% | Unchanged |
| Vestcor Inc | 2,755 | $94.0K | 0.00% | +2,755 | New |
| Skandinaviska Enskilda Banken AB (publ) | 2,800 | $95.0K | 0.00% | +2,800 | New |
| JJJ Advisors Inc. | 3,067 | $99.0K | 0.03% | −1,611−34.4% | Reduced |
| Deseret Mutual Benefit Administrators | 3,026 | $103.0K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,047 | $104.0K | 0.00% | +56+1.9% | Added |
| Counterpoint Mutual Funds LLC | 3,323 | $113.0K | 0.08% | +3,323 | New |
| HHM Wealth Advisors, LLC | 3,356 | $114.0K | 0.03% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 3,341 | $114.0K | 0.03% | +1,619+94.0% | Added |
| Federation des caisses Desjardins du Quebec | 3,464 | $117.8K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 3,524 | $120.0K | 0.01% | +792+29.0% | Added |
| Fifth Third Bancorp | 3,556 | $121.0K | 0.00% | −823−18.8% | Reduced |
| Clear Street Markets LLC | 3,600 | $122.0K | 0.04% | +1,500+71.4% | Added |
| Hanson & Doremus Investment Management | 3,626 | $123.0K | 0.03% | −1,452−28.6% | Reduced |
| CWM, LLC | 3,834 | $130.0K | 0.00% | −2,058−34.9% | Reduced |
| Cambridge Trust Co | 4,000 | $136.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4,218 | $143.0K | 0.00% | +4,218 | New |
| Meeder Asset Management Inc | 4,444 | $151.0K | 0.01% | +96+2.2% | Added |
| Allspring Global Investments Holdings, LLC | 4,590 | $155.0K | 0.00% | −21,292−82.3% | Reduced |
| Nomura Asset Management Co Ltd | 4,650 | $158.2K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 4,716 | $160.0K | 0.13% | −2,128−31.1% | Reduced |
| FourThought Financial, LLC | 4,821 | $164.0K | 0.02% | +50+1.0% | Added |
| Emfo, LLC | 5,000 | $170.0K | 0.17% | −5,000−50.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 5,039 | $171.0K | 0.04% | −836−14.2% | Reduced |
| Toth Financial Advisory Corp | 5,173 | $176.0K | 0.03% | +50+1.0% | Added |
| Quent Capital, LLC | 5,698 | $194.0K | 0.04% | +61+1.1% | Added |
| Exchange Traded Concepts, LLC | 5,883 | $200.0K | 0.01% | +4,622+366.5% | Added |
| Atria Wealth Solutions, Inc. | 5,905 | $201.0K | 0.00% | −5,630−48.8% | Reduced |
| Nicollet Investment Management, Inc. | 6,000 | $204.0K | 0.11% | +6,000 | New |
| Wealth Advisors of Iowa, LLC | 6,000 | $204.0K | 0.05% | +6,000 | New |
| Cobblestone Capital Advisors LLC | 6,068 | $206.0K | 0.02% | +6,068 | New |
| Forum Financial Management, LP | 6,148 | $209.0K | 0.01% | +6,148 | New |
| Diversified Trust Co | 6,175 | $210.0K | 0.01% | +6,175 | New |
| Balentine LLC | 6,201 | $211.0K | 0.01% | +6,201 | New |
| D.A. Davidson & Co. | 6,282 | $214.0K | 0.00% | −906−12.6% | Reduced |
| Ballentine Partners, LLC | 6,384 | $217.0K | 0.01% | −2,170−25.4% | Reduced |
| Regions Financial Corp | 6,465 | $220.0K | 0.00% | +6,465 | New |
| Umb Bank N A | 6,510 | $221.0K | 0.00% | −46−0.7% | Reduced |
| Geneos Wealth Management Inc. | 6,622 | $223.0K | 0.01% | −2,838−30.0% | Reduced |
| Means Investment Co., Inc. | 6,554 | $223.0K | 0.05% | +47+0.7% | Added |
| Private Advisor Group, LLC | 6,574 | $224.0K | 0.00% | −719−9.9% | Reduced |
| CAPROCK Group, Inc. | 6,574 | $224.0K | 0.02% | +14+0.2% | Added |
| Measured Wealth Private Client Group, LLC | 6,622 | $225.0K | 0.10% | +6,622 | New |
| Hancock Whitney Corp | 6,660 | $227.0K | 0.01% | −432−6.1% | Reduced |
| Campion Asset Management LLC | 6,660 | $227.0K | 0.22% | +6,660 | New |
| Verition Fund Management LLC | 6,751 | $230.0K | 0.00% | +6,751 | New |
| Paragon Capital Management Ltd | 6,857 | $233.0K | 0.07% | −80−1.2% | Reduced |
| Great Lakes Advisors, LLC | 6,907 | $235.0K | 0.00% | +6,907 | New |
| Eads & Heald Wealth Management | 6,929 | $236.0K | 0.13% | −155−2.2% | Reduced |
| J.W. Cole Advisors, Inc. | 6,980 | $237.0K | 0.02% | −427−5.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 7,000 | $238.1K | 0.13% | −1,025−12.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 7,295 | $248.0K | 0.03% | 00.0% | Unchanged |
| GWM Advisors LLC | 7,288 | $248.0K | 0.00% | +7,288 | New |
| Mutual Advisors, LLC | 7,329 | $249.0K | 0.02% | −16−0.2% | Reduced |
| Investors Asset Management of Georgia Inc | 7,425 | $253.0K | 0.13% | 00.0% | Unchanged |
| Headinvest, LLC | 7,425 | $253.0K | 0.06% | 00.0% | Unchanged |
| Titus Wealth Management | 7,602 | $259.0K | 0.13% | +82+1.1% | Added |
| Savant Capital, LLC | 7,620 | $259.0K | 0.01% | +644+9.2% | Added |
| XTX Topco Ltd | 7,702 | $262.0K | 0.11% | +7,702 | New |
| Ieq Capital, LLC | 7,808 | $266.0K | 0.01% | +121+1.6% | Added |
| Patten Group, Inc. | 8,185 | $269.0K | 0.09% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 7,913 | $269.0K | 0.03% | +459+6.2% | Added |
| Alpha Cubed Investments, LLC | 8,000 | $272.0K | 0.02% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 8,200 | $279.0K | 0.00% | −152,300−94.9% | Reduced |
| Wetherby Asset Management Inc | 8,311 | $283.0K | 0.02% | +92+1.1% | Added |
| CIBC Asset Management Inc | 8,380 | $285.0K | 0.00% | −613−6.8% | Reduced |
| Quadrature Capital Ltd | 8,471 | $288.0K | 0.01% | −13,123−60.8% | Reduced |
| Cetera Investment Advisers | 8,509 | $289.0K | 0.00% | +8,509 | New |
| Wealthsource Partners, LLC | 8,603 | $293.0K | 0.02% | 00.0% | Unchanged |
| Ethic Inc. | 8,740 | $297.0K | 0.02% | +154+1.8% | Added |
| Vestmark Advisory Solutions, Inc. | 8,791 | $299.0K | 0.02% | +161+1.9% | Added |
| Cadence Bank NA | 8,879 | $302.0K | 0.10% | 00.0% | Unchanged |
| Shell Asset Management Co | 9,163 | $312.0K | 0.01% | +21+0.2% | Added |
| Evergreen Wealth Solutions, LLC | 9,197 | $313.0K | 0.38% | −2,098−18.6% | Reduced |
| National Bank of Canada | 9,263 | $315.0K | 0.00% | +6,008+184.6% | Added |
| Gotham Asset Management, LLC | 9,294 | $316.0K | 0.01% | +9,294 | New |
| Old National Bancorp | 9,356 | $318.0K | 0.01% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 9,355 | $318.0K | 0.04% | 00.0% | Unchanged |
| Profund Advisors LLC | 9,426 | $321.0K | 0.02% | −3,802−28.7% | Reduced |
| Edge Capital Group, LLC | 20,547 | $321.0K | 0.03% | +10,492+104.3% | Added |
| First Citizens Bank & Trust Co | 9,520 | $324.0K | 0.01% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 9,648 | $328.0K | 0.04% | −180−1.8% | Reduced |
| Pacer Advisors, Inc. | 9,860 | $335.0K | 0.00% | −5,599−36.2% | Reduced |
| Arnhold LLC | 10,000 | $340.0K | 0.04% | −50,000−83.3% | Reduced |
| LMR Partners LLP | 9,999 | $340.0K | 0.01% | +9,999 | New |
| HM Payson & Co | 10,030 | $341.0K | 0.01% | 00.0% | Unchanged |
| Veritable, L.P. | 10,051 | $342.0K | 0.01% | +713+7.6% | Added |
| Intersect Capital LLC | 10,050 | $342.0K | 0.10% | +10,050 | New |
| M&T Bank Corp | 22,890 | $344.0K | 0.00% | +13,630+147.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 10,131 | $345.0K | 0.00% | +10,131 | New |
| Baird Financial Group, Inc. | 10,220 | $348.0K | 0.00% | +270+2.7% | Added |
| KBC Group NV | 10,252 | $349.0K | 0.00% | +5,396+111.1% | Added |
| Fox Run Management, L.L.C. | 10,583 | $360.0K | 0.18% | −1,028−8.9% | Reduced |
| Old Port Advisors | 11,273 | $360.0K | 0.14% | −236−2.1% | Reduced |