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 |
|---|---|---|---|---|---|
| Integrated Wealth Concepts LLC | 38,464 | $1.31M | 0.04% | −3,538−8.4% | Reduced |
| Graham Capital Management, L.P. | 38,699 | $1.32M | 0.06% | −865−2.2% | Reduced |
| CIBC World Markets Inc. | 38,886 | $1.32M | 0.01% | −15,858−29.0% | Reduced |
| BKD Wealth Advisors, LLC | 39,055 | $1.33M | 0.05% | −605−1.5% | Reduced |
| Advisor Partners LLC | 39,349 | $1.34M | 0.09% | −4,640−10.5% | Reduced |
| Quantedge Capital Pte Ltd | 40,000 | $1.36M | 0.27% | +40,000 | New |
| Foster & Motley Inc | 40,244 | $1.37M | 0.12% | +32,963+452.7% | Added |
| Shilanski & Associates, Inc. | 40,470 | $1.38M | 0.65% | +40,470 | New |
| Mork Capital Management, LLC | 41,510 | $1.41M | 1.29% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 42,888 | $1.46M | 0.21% | +952+2.3% | Added |
| Naples Global Advisors, LLC | 43,345 | $1.48M | 0.19% | −300−0.7% | Reduced |
| Paloma Partners Management Co | 43,600 | $1.48M | 0.15% | +25,300+138.3% | Added |
| Cordatus Wealth Management LLC | 43,887 | $1.49M | 0.70% | +43,887 | New |
| Prospera Financial Services Inc | 45,085 | $1.53M | 0.08% | +44,930+28,987.1% | Added |
| Balyasny Asset Management LLC | 45,668 | $1.55M | 0.01% | +45,668 | New |
| Oppenheimer & Co Inc | 46,023 | $1.57M | 0.03% | +4,798+11.6% | Added |
| AlphaCrest Capital Management LLC | 46,220 | $1.57M | 0.08% | +30,972+203.1% | Added |
| Glenmede Trust Co NA | 46,687 | $1.59M | 0.01% | +36,950+379.5% | Added |
| Aviance Capital Partners, LLC | 47,984 | $1.63M | 0.36% | +1,606+3.5% | Added |
| Anchor Investment Management, LLC | 49,403 | $1.68M | 0.24% | 00.0% | Unchanged |
| STRS Ohio | 49,810 | $1.69M | 0.01% | +235+0.5% | Added |
| State of Wisconsin Investment Board | 50,803 | $1.73M | 0.00% | +36,242+248.9% | Added |
| State of Michigan Retirement System | 51,100 | $1.74M | 0.01% | −800−1.5% | Reduced |
| Louisiana State Employees Retirement System | 52,800 | $1.74M | 0.05% | −700−1.3% | Reduced |
| Sculati Wealth Management, LLC | 52,129 | $1.77M | 1.01% | +710+1.4% | Added |
| Ameritas Investment Partners, Inc. | 53,629 | $1.82M | 0.08% | −513−0.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 55,115 | $1.88M | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 55,407 | $1.89M | 0.02% | +140+0.3% | Added |
| Susquehanna International Group, LLP | 55,519 | $1.89M | 0.00% | −152,275−73.3% | Reduced |
| Aviva PLC | 55,759 | $1.90M | 0.01% | +55,759 | New |
| Creative Planning | 55,871 | $1.90M | 0.00% | +11,210+25.1% | Added |
| Deutsche Bank AG | 58,170 | $1.98M | 0.00% | −1,847,328−96.9% | Reduced |
| Nisa Investment Advisors, LLC | 58,560 | $1.99M | 0.02% | +7,650+15.0% | Added |
| Trexquant Investment LP | 58,899 | $2.00M | 0.09% | +58,899 | New |
| Oregon Public Employees Retirement Fund | 58,992 | $2.01M | 0.03% | −6,311−9.7% | Reduced |
| Rafferty Asset Management, LLC | 63,605 | $2.16M | 0.02% | −38,947−38.0% | Reduced |
| BNP Paribas Arbitrage, SA | 63,655 | $2.17M | 0.00% | −39,835−38.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 64,242 | $2.19M | 0.00% | +2,938+4.8% | Added |
| Illinois Municipal Retirement Fund | 65,768 | $2.24M | 0.05% | +24,277+58.5% | Added |
| Bokf, NA | 66,575 | $2.27M | 0.04% | +77+0.1% | Added |
| Natixis | 68,300 | $2.32M | 0.01% | +68,300 | New |
| Auxier Asset Management | 68,717 | $2.34M | 0.42% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 69,700 | $2.37M | 0.03% | −10,900−13.5% | Reduced |
| Edgestream Partners, L.P. | 72,775 | $2.48M | 0.20% | +62,264+592.4% | Added |
| Brookstone Capital Management | 76,185 | $2.55M | 0.06% | +66,008+648.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 75,200 | $2.56M | 0.22% | 00.0% | Unchanged |
| EAM Global Investors LLC | 76,142 | $2.59M | 0.64% | +76,142 | New |
| Citigroup Inc | 76,611 | $2.61M | 0.00% | −5,749−7.0% | Reduced |
| Prana Capital Management, LP | 77,067 | $2.62M | 0.20% | −459,540−85.6% | Reduced |
| Advisory Services Network, LLC | 78,431 | $2.67M | 0.09% | +2,711+3.6% | Added |
| Ensign Peak Advisors, Inc | 79,140 | $2.69M | 0.01% | +57,340+263.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 79,610 | $2.71M | 0.03% | +4,680+6.2% | Added |
| Envestnet Asset Management Inc | 80,749 | $2.75M | 0.00% | +50,856+170.1% | Added |
| Royal Bank of Canada | 81,839 | $2.79M | 0.00% | −3,299−3.9% | Reduced |
| Treasurer of the State of North Carolina | 84,729 | $2.88M | 0.02% | +9,649+12.9% | Added |
| Artemis Investment Management LLP | 85,397 | $2.91M | 0.03% | +85,397 | New |
| Bridgewater Associates, LP | 86,154 | $2.93M | 0.01% | +49,191+133.1% | Added |
| Acadian Asset Management LLC | 89,701 | $3.05M | 0.02% | +87,314+3,657.9% | Added |
| HighTower Advisors, LLC | 90,229 | $3.07M | 0.01% | +26,412+41.4% | Added |
| Hussman Strategic Advisors, Inc. | 93,000 | $3.16M | 0.55% | −11,000−10.6% | Reduced |
| Jane Street Group, LLC | 93,303 | $3.17M | 0.01% | −232,611−71.4% | Reduced |
| Balasa Dinverno & Foltz LLC | 94,275 | $3.21M | 0.20% | +5,512+6.2% | Added |
| Bank of Montreal | 91,828 | $3.22M | 0.00% | +15,210+19.9% | Added |
| SEI Investments Co | 95,543 | $3.23M | 0.01% | +16,763+21.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 95,168 | $3.24M | 0.01% | −31,470−24.9% | Reduced |
| Eaton Vance Management | 98,874 | $3.36M | 0.00% | −3,785−3.7% | Reduced |
| Kingsview Wealth Management, LLC | 105,944 | $3.60M | 0.17% | +21,977+26.2% | Added |
| Price T Rowe Associates Inc | 106,445 | $3.62M | 0.00% | +25,641+31.7% | Added |
| Wealthfront Advisers LLC | 108,289 | $3.68M | 0.02% | −2,567−2.3% | Reduced |
| Burney Co | 108,532 | $3.69M | 0.19% | −5,890−5.1% | Reduced |
| Algert Global LLC | 109,723 | $3.73M | 0.28% | −2,140−1.9% | Reduced |
| Miller Howard Investments Inc | 110,000 | $3.74M | 0.14% | −40,000−26.7% | Reduced |
| First Horizon Advisors, Inc. | 113,130 | $3.85M | 0.14% | +35,952+46.6% | Added |
| State of New Jersey Common Pension Fund D | 114,169 | $3.88M | 0.01% | +4,887+4.5% | Added |
| Stifel Financial Corp | 114,989 | $3.91M | 0.01% | +58,129+102.2% | Added |
| apricus wealth, LLC | 116,010 | $3.95M | 3.61% | −2,240−1.9% | Reduced |
| US Bancorp | 117,754 | $4.01M | 0.01% | −6,373−5.1% | Reduced |
| Impax Asset Management Group plc | 121,447 | $4.13M | 0.02% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 122,744 | $4.18M | 0.05% | +2,890+2.4% | Added |
| Commonwealth Equity Services, LLC | 125,660 | $4.27M | 0.01% | −2,308−1.8% | Reduced |
| Comerica Bank | 133,542 | $4.41M | 0.04% | +33,778+33.9% | Added |
| MetLife Investment Management | 130,758 | $4.45M | 0.03% | −1,453−1.1% | Reduced |
| Brandywine Global Investment Management, LLC | 134,358 | $4.57M | 0.04% | −140,612−51.1% | Reduced |
| Triasima Portfolio Management inc. | 136,710 | $4.65M | 0.33% | +136,710 | New |
| State of Tennessee, Treasury Department | 140,000 | $4.76M | 0.02% | +60,000+75.0% | Added |
| Dorsey Wright & Associates | 141,210 | $4.80M | 1.41% | +141,210 | New |
| Texas Permanent School Fund | 145,739 | $4.96M | 0.08% | +791+0.5% | Added |
| Voloridge Investment Management, LLC | 147,520 | $5.02M | 0.03% | −5,863−3.8% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 148,208 | $5.04M | 0.02% | +71,016+92.0% | Added |
| Janney Montgomery Scott LLC | 147,298 | $5.05M | 0.02% | −2,411−1.6% | Reduced |
| Great West Life Assurance Co | 155,105 | $5.28M | 0.01% | +13,732+9.7% | Added |
| Robeco Institutional Asset Management B.V. | 156,381 | $5.32M | 0.02% | −25,365−14.0% | Reduced |
| Putnam Investments LLC | 161,128 | $5.48M | 0.01% | −5,475−3.3% | Reduced |
| NewSquare Capital LLC | 162,329 | $5.52M | 0.71% | +17,984+12.5% | Added |
| AXA S.A. | 164,990 | $5.61M | 0.02% | +105,790+178.7% | Added |
| Cubist Systematic Strategies, LLC | 167,208 | $5.69M | 0.04% | +109,196+188.2% | Added |
| Amalgamated Bank | 168,072 | $5.72M | 0.05% | +26,488+18.7% | Added |
| Mutual of America Capital Management LLC | 168,195 | $5.72M | 0.07% | −18,238−9.8% | Reduced |
| Cambria Investment Management, L.P. | 172,940 | $5.88M | 0.76% | +26,492+18.1% | Added |
| Barnett & Company, Inc. | 173,033 | $5.89M | 4.71% | −367−0.2% | Reduced |