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 |
|---|---|---|---|---|---|
| Pitcairn Co | 10,597 | $361.0K | 0.04% | −178−1.7% | Reduced |
| Utah Retirement Systems | 10,700 | $364.0K | 0.01% | 00.0% | Unchanged |
| AE Wealth Management LLC | 10,753 | $366.0K | 0.00% | −1,079−9.1% | Reduced |
| Financial Advisory Service, Inc. | 10,812 | $368.0K | 0.04% | +86+0.8% | Added |
| Shelton Capital Management | 10,833 | $369.0K | 0.02% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 10,875 | $370.0K | 0.10% | +4,956+83.7% | Added |
| Cetera Advisors LLC | 11,306 | $385.0K | 0.01% | +1,270+12.7% | Added |
| Venture Visionary Partners LLC | 11,651 | $396.4K | 0.03% | +2,545+27.9% | Added |
| Commerce Bank | 11,729 | $399.0K | 0.00% | −345−2.9% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 11,900 | $405.0K | 0.00% | +11,900 | New |
| Great Diamond Partners, LLC | 11,907 | $405.0K | 0.13% | +11,907 | New |
| Caxton Associates LP | 12,076 | $411.0K | 0.05% | −10,524−46.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 12,113 | $412.0K | 0.00% | +12,113 | New |
| Cerity Partners LLC | 12,294 | $418.0K | 0.00% | +3,935+47.1% | Added |
| DCM Advisors, LLC | 12,500 | $426.0K | 0.18% | +12,500 | New |
| Beacon Pointe Advisors, LLC | 12,731 | $436.0K | 0.01% | −4,709−27.0% | Reduced |
| Bessemer Group Inc | 12,816 | $436.0K | 0.00% | +131+1.0% | Added |
| Pathstone Family Office, LLC | 12,828 | $436.4K | 0.01% | +633+5.2% | Added |
| Patten & Patten Inc | 12,871 | $438.0K | 0.04% | 00.0% | Unchanged |
| MML Investors Services, LLC | 12,905 | $439.0K | 0.00% | +4,147+47.4% | Added |
| Wolverine Trading, LLC | 12,941 | $445.0K | 0.01% | −18,771−59.2% | Reduced |
| Coldstream Capital Management Inc | 13,080 | $445.0K | 0.02% | +2,122+19.4% | Added |
| Kestra Advisory Services, LLC | 13,089 | $445.0K | 0.00% | +2,135+19.5% | Added |
| Pictet Asset Management SA | 13,300 | $452.0K | 0.00% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 12,725 | $457.0K | 0.03% | +425+3.5% | Added |
| Rockefeller Capital Management L.P. | 13,619 | $462.0K | 0.00% | −6,691−32.9% | Reduced |
| Clarius Group, LLC | 13,835 | $471.0K | 0.05% | −78−0.6% | Reduced |
| Twelve Points Wealth Management LLC | 13,866 | $472.0K | 0.36% | +2,529+22.3% | Added |
| SG Americas Securities, LLC | 14,030 | $477.0K | 0.01% | −3,740−21.0% | Reduced |
| Tower Research Capital LLC (TRC) | 14,049 | $478.0K | 0.01% | +2,519+21.8% | Added |
| Neumann Capital Management, LLC | 14,183 | $483.0K | 0.24% | 00.0% | Unchanged |
| ARGI Investment Services, LLC | 14,206 | $483.0K | 0.02% | +618+4.5% | Added |
| Group One Trading, L.P. | 14,864 | $506.0K | 0.01% | −152,026−91.1% | Reduced |
| Evergreen Capital Management LLC | 15,122 | $514.0K | 0.03% | −4,391−22.5% | Reduced |
| Coombe, Bender & Co LLC | 15,637 | $532.0K | 0.45% | +15,637 | New |
| FORA Capital, LLC | 15,817 | $538.0K | 0.11% | −8,265−34.3% | Reduced |
| Dumont & Blake Investment Advisors LLC | 16,004 | $544.0K | 0.18% | −2,077−11.5% | Reduced |
| HSBC Holdings PLC | 15,982 | $546.0K | 0.00% | −45,537−74.0% | Reduced |
| Greenleaf Trust | 16,103 | $548.0K | 0.01% | +87+0.5% | Added |
| Maryland State Retirement & Pension System | 16,191 | $551.0K | 0.02% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 17,047 | $551.0K | 0.06% | +17,047 | New |
| Natixis Advisors, L.P. | 16,327 | $555.0K | 0.00% | +5,294+48.0% | Added |
| Scotia Capital Inc. | 16,756 | $570.0K | 0.00% | −19,391−53.6% | Reduced |
| Cetera Advisor Networks LLC | 16,793 | $571.0K | 0.01% | +1,546+10.1% | Added |
| Echo Street Capital Management LLC | 17,287 | $588.0K | 0.01% | +17,287 | New |
| Handelsbanken Fonder AB | 17,307 | $589.0K | 0.00% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 17,488 | $594.0K | 0.02% | −480−2.7% | Reduced |
| DuPont Capital Management Corp | 17,468 | $594.0K | 0.03% | +17,468 | New |
| Cambridge Investment Research Advisors, Inc. | 17,487 | $595.0K | 0.00% | −11,890−40.5% | Reduced |
| Atlas Capital Advisors LLC | 17,912 | $609.4K | 0.10% | +9,850+122.2% | Added |
| Ergoteles LLC | 17,941 | $610.0K | 0.02% | +17,941 | New |
| Securian Asset Management, Inc | 18,245 | $621.0K | 0.01% | −100−0.5% | Reduced |
| TD Waterhouse Canada Inc. | 18,500 | $625.1K | 0.01% | −212−1.1% | Reduced |
| First Republic Investment Management, Inc. | 18,455 | $628.0K | 0.00% | +430+2.4% | Added |
| Mercer Global Advisors Inc | 18,731 | $637.0K | 0.00% | +337+1.8% | Added |
| United Capital Financial Advisers, LLC | 18,891 | $643.0K | 0.00% | +505+2.7% | Added |
| XML Financial, LLC | 20,150 | $686.0K | 0.16% | −500−2.4% | Reduced |
| Neuberger Berman Group LLC | 19,282 | $699.0K | 0.00% | −461−2.3% | Reduced |
| Redhawk Wealth Advisors, Inc. | 20,708 | $704.0K | 0.32% | +20,708 | New |
| Bowling Portfolio Management LLC | 21,363 | $727.0K | 0.18% | +21,363 | New |
| Private Advisory Group LLC | 21,533 | $733.0K | 0.17% | +21,533 | New |
| Signaturefd, LLC | 21,854 | $743.0K | 0.03% | −346−1.6% | Reduced |
| United Services Automobile Association | 21,871 | $744.0K | 0.02% | +21,871 | New |
| Legal Advantage Investments, Inc. | 22,366 | $761.0K | 0.74% | +30.0% | Added |
| Kendall Capital Management | 22,385 | $762.0K | 0.42% | +1,175+5.5% | Added |
| Hartford Investment Management Co | 23,059 | $784.0K | 0.02% | 00.0% | Unchanged |
| Xponance, Inc. | 23,920 | $814.0K | 0.02% | +1,474+6.6% | Added |
| Waterfront Wealth Inc. | 23,992 | $816.0K | 0.33% | −1,393−5.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 24,120 | $821.0K | 0.00% | +87+0.4% | Added |
| Corient Capital Partners, LLC | 24,589 | $837.0K | 0.06% | −2,760−10.1% | Reduced |
| Abacus Planning Group, Inc. | 24,777 | $843.0K | 0.25% | −21−0.1% | Reduced |
| P.A.W. Capital Corp | 25,000 | $851.0K | 1.24% | −5,000−16.7% | Reduced |
| ProShare Advisors LLC | 25,291 | $861.0K | 0.00% | −7,849−23.7% | Reduced |
| Carret Asset Management, LLC | 25,492 | $867.0K | 0.12% | −3,260−11.3% | Reduced |
| Capital Fund Management S.A. | 25,931 | $882.2K | 0.02% | +15,517+149.0% | Added |
| GPS Wealth Strategies Group, LLC | 26,323 | $895.0K | 0.23% | +6,131+30.4% | Added |
| Belpointe Asset Management LLC | 27,021 | $919.0K | 0.06% | +18,829+229.8% | Added |
| Stephens Inc | 27,281 | $928.0K | 0.02% | −3,976−12.7% | Reduced |
| Mariner, LLC | 27,736 | $944.0K | 0.00% | +7,564+37.5% | Added |
| NJ State Employees Deferred Compensation Plan | 28,000 | $953.0K | 0.16% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 28,865 | $982.0K | 0.01% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 28,905 | $983.0K | 0.01% | +140+0.5% | Added |
| DGS Capital Management, LLC | 29,637 | $1.01M | 0.81% | −69−0.2% | Reduced |
| JustInvest LLC | 29,761 | $1.01M | 0.05% | +11,399+62.1% | Added |
| IFG Advisory, LLC | 30,934 | $1.05M | 0.11% | +30,934 | New |
| New Mexico Educational Retirement Board | 31,600 | $1.07M | 0.05% | −10,500−24.9% | Reduced |
| Westpac Banking Corp | 32,265 | $1.10M | 0.01% | −4,156−11.4% | Reduced |
| APG Asset Management N.V. | 33,900 | $1.10M | 0.00% | +2,900+9.4% | Added |
| Teacher Retirement System of Texas | 32,776 | $1.11M | 0.01% | −8,862−21.3% | Reduced |
| Pinebridge Investments, L.P. | 33,435 | $1.14M | 0.01% | +33,435 | New |
| Northwestern Mutual Investment Management Company, LLC | 33,660 | $1.15M | 0.03% | −297−0.9% | Reduced |
| Gyon Technologies Capital Management, LP | 33,670 | $1.15M | 0.32% | +33,670 | New |
| Federated Hermes, Inc. | 33,675 | $1.15M | 0.00% | −9,182−21.4% | Reduced |
| Convergence Investment Partners, LLC | 34,457 | $1.17M | 0.71% | +34,457 | New |
| The PNC Financial Services Group, Inc. | 35,506 | $1.21M | 0.00% | −1,594−4.3% | Reduced |
| Winton Group Ltd | 35,750 | $1.22M | 0.06% | +21,763+155.6% | Added |
| Janus Henderson Group PLC | 36,288 | $1.24M | 0.00% | −5,570−13.3% | Reduced |
| EAM Investors, LLC | 36,821 | $1.25M | 0.31% | +36,821 | New |
| Investors Research Corp | 37,300 | $1.27M | 0.38% | 00.0% | Unchanged |
| Sigma Planning Corp | 38,086 | $1.30M | 0.05% | −5,669−13.0% | Reduced |