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 |
|---|---|---|---|---|---|
| Texas Permanent School Fund | 145,739 | $4.96M | 0.08% | +791+0.5% | Added |
| Dorsey Wright & Associates | 141,210 | $4.80M | 1.41% | +141,210 | New |
| State of Tennessee, Treasury Department | 140,000 | $4.76M | 0.02% | +60,000+75.0% | Added |
| Triasima Portfolio Management inc. | 136,710 | $4.65M | 0.33% | +136,710 | New |
| Brandywine Global Investment Management, LLC | 134,358 | $4.57M | 0.04% | −140,612−51.1% | Reduced |
| MetLife Investment Management | 130,758 | $4.45M | 0.03% | −1,453−1.1% | Reduced |
| Comerica Bank | 133,542 | $4.41M | 0.04% | +33,778+33.9% | Added |
| Commonwealth Equity Services, LLC | 125,660 | $4.27M | 0.01% | −2,308−1.8% | Reduced |
| Yousif Capital Management, LLC | 122,744 | $4.18M | 0.05% | +2,890+2.4% | Added |
| Impax Asset Management Group plc | 121,447 | $4.13M | 0.02% | 00.0% | Unchanged |
| US Bancorp | 117,754 | $4.01M | 0.01% | −6,373−5.1% | Reduced |
| apricus wealth, LLC | 116,010 | $3.95M | 3.61% | −2,240−1.9% | Reduced |
| Stifel Financial Corp | 114,989 | $3.91M | 0.01% | +58,129+102.2% | Added |
| State of New Jersey Common Pension Fund D | 114,169 | $3.88M | 0.01% | +4,887+4.5% | Added |
| First Horizon Advisors, Inc. | 113,130 | $3.85M | 0.14% | +35,952+46.6% | Added |
| Miller Howard Investments Inc | 110,000 | $3.74M | 0.14% | −40,000−26.7% | Reduced |
| Algert Global LLC | 109,723 | $3.73M | 0.28% | −2,140−1.9% | Reduced |
| Burney Co | 108,532 | $3.69M | 0.19% | −5,890−5.1% | Reduced |
| Wealthfront Advisers LLC | 108,289 | $3.68M | 0.02% | −2,567−2.3% | Reduced |
| Price T Rowe Associates Inc | 106,445 | $3.62M | 0.00% | +25,641+31.7% | Added |
| Kingsview Wealth Management, LLC | 105,944 | $3.60M | 0.17% | +21,977+26.2% | Added |
| Eaton Vance Management | 98,874 | $3.36M | 0.00% | −3,785−3.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 95,168 | $3.24M | 0.01% | −31,470−24.9% | Reduced |
| SEI Investments Co | 95,543 | $3.23M | 0.01% | +16,763+21.3% | Added |
| Bank of Montreal | 91,828 | $3.22M | 0.00% | +15,210+19.9% | Added |
| Balasa Dinverno & Foltz LLC | 94,275 | $3.21M | 0.20% | +5,512+6.2% | Added |
| Jane Street Group, LLC | 93,303 | $3.17M | 0.01% | −232,611−71.4% | Reduced |
| Hussman Strategic Advisors, Inc. | 93,000 | $3.16M | 0.55% | −11,000−10.6% | Reduced |
| HighTower Advisors, LLC | 90,229 | $3.07M | 0.01% | +26,412+41.4% | Added |
| Acadian Asset Management LLC | 89,701 | $3.05M | 0.02% | +87,314+3,657.9% | Added |
| Bridgewater Associates, LP | 86,154 | $2.93M | 0.01% | +49,191+133.1% | Added |
| Artemis Investment Management LLP | 85,397 | $2.91M | 0.03% | +85,397 | New |
| Treasurer of the State of North Carolina | 84,729 | $2.88M | 0.02% | +9,649+12.9% | Added |
| Royal Bank of Canada | 81,839 | $2.79M | 0.00% | −3,299−3.9% | Reduced |
| Envestnet Asset Management Inc | 80,749 | $2.75M | 0.00% | +50,856+170.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 79,610 | $2.71M | 0.03% | +4,680+6.2% | Added |
| Ensign Peak Advisors, Inc | 79,140 | $2.69M | 0.01% | +57,340+263.0% | Added |
| Advisory Services Network, LLC | 78,431 | $2.67M | 0.09% | +2,711+3.6% | Added |
| Prana Capital Management, LP | 77,067 | $2.62M | 0.20% | −459,540−85.6% | Reduced |
| Citigroup Inc | 76,611 | $2.61M | 0.00% | −5,749−7.0% | Reduced |
| EAM Global Investors LLC | 76,142 | $2.59M | 0.64% | +76,142 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 75,200 | $2.56M | 0.22% | 00.0% | Unchanged |
| Brookstone Capital Management | 76,185 | $2.55M | 0.06% | +66,008+648.6% | Added |
| Edgestream Partners, L.P. | 72,775 | $2.48M | 0.20% | +62,264+592.4% | Added |
| Alaska Permanent Fund Corp | 69,700 | $2.37M | 0.03% | −10,900−13.5% | Reduced |
| Auxier Asset Management | 68,717 | $2.34M | 0.42% | 00.0% | Unchanged |
| Natixis | 68,300 | $2.32M | 0.01% | +68,300 | New |
| Bokf, NA | 66,575 | $2.27M | 0.04% | +77+0.1% | Added |
| Illinois Municipal Retirement Fund | 65,768 | $2.24M | 0.05% | +24,277+58.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 64,242 | $2.19M | 0.00% | +2,938+4.8% | Added |
| BNP Paribas Arbitrage, SA | 63,655 | $2.17M | 0.00% | −39,835−38.5% | Reduced |
| Rafferty Asset Management, LLC | 63,605 | $2.16M | 0.02% | −38,947−38.0% | Reduced |
| Oregon Public Employees Retirement Fund | 58,992 | $2.01M | 0.03% | −6,311−9.7% | Reduced |
| Trexquant Investment LP | 58,899 | $2.00M | 0.09% | +58,899 | New |
| Nisa Investment Advisors, LLC | 58,560 | $1.99M | 0.02% | +7,650+15.0% | Added |
| Deutsche Bank AG | 58,170 | $1.98M | 0.00% | −1,847,328−96.9% | Reduced |
| Creative Planning | 55,871 | $1.90M | 0.00% | +11,210+25.1% | Added |
| Aviva PLC | 55,759 | $1.90M | 0.01% | +55,759 | New |
| Susquehanna International Group, LLP | 55,519 | $1.89M | 0.00% | −152,275−73.3% | Reduced |
| Arizona State Retirement System | 55,407 | $1.89M | 0.02% | +140+0.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 55,115 | $1.88M | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 53,629 | $1.82M | 0.08% | −513−0.9% | Reduced |
| Sculati Wealth Management, LLC | 52,129 | $1.77M | 1.01% | +710+1.4% | Added |
| Louisiana State Employees Retirement System | 52,800 | $1.74M | 0.05% | −700−1.3% | Reduced |
| State of Michigan Retirement System | 51,100 | $1.74M | 0.01% | −800−1.5% | Reduced |
| State of Wisconsin Investment Board | 50,803 | $1.73M | 0.00% | +36,242+248.9% | Added |
| STRS Ohio | 49,810 | $1.69M | 0.01% | +235+0.5% | Added |
| Anchor Investment Management, LLC | 49,403 | $1.68M | 0.24% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 47,984 | $1.63M | 0.36% | +1,606+3.5% | Added |
| Glenmede Trust Co NA | 46,687 | $1.59M | 0.01% | +36,950+379.5% | Added |
| AlphaCrest Capital Management LLC | 46,220 | $1.57M | 0.08% | +30,972+203.1% | Added |
| Oppenheimer & Co Inc | 46,023 | $1.57M | 0.03% | +4,798+11.6% | Added |
| Balyasny Asset Management LLC | 45,668 | $1.55M | 0.01% | +45,668 | New |
| Prospera Financial Services Inc | 45,085 | $1.53M | 0.08% | +44,930+28,987.1% | Added |
| Cordatus Wealth Management LLC | 43,887 | $1.49M | 0.70% | +43,887 | New |
| Paloma Partners Management Co | 43,600 | $1.48M | 0.15% | +25,300+138.3% | Added |
| Naples Global Advisors, LLC | 43,345 | $1.48M | 0.19% | −300−0.7% | Reduced |
| Quantinno Capital Management LP | 42,888 | $1.46M | 0.21% | +952+2.3% | Added |
| Mork Capital Management, LLC | 41,510 | $1.41M | 1.29% | 00.0% | Unchanged |
| Shilanski & Associates, Inc. | 40,470 | $1.38M | 0.65% | +40,470 | New |
| Foster & Motley Inc | 40,244 | $1.37M | 0.12% | +32,963+452.7% | Added |
| Quantedge Capital Pte Ltd | 40,000 | $1.36M | 0.27% | +40,000 | New |
| Advisor Partners LLC | 39,349 | $1.34M | 0.09% | −4,640−10.5% | Reduced |
| BKD Wealth Advisors, LLC | 39,055 | $1.33M | 0.05% | −605−1.5% | Reduced |
| CIBC World Markets Inc. | 38,886 | $1.32M | 0.01% | −15,858−29.0% | Reduced |
| Graham Capital Management, L.P. | 38,699 | $1.32M | 0.06% | −865−2.2% | Reduced |
| Integrated Wealth Concepts LLC | 38,464 | $1.31M | 0.04% | −3,538−8.4% | Reduced |
| Sigma Planning Corp | 38,086 | $1.30M | 0.05% | −5,669−13.0% | Reduced |
| Investors Research Corp | 37,300 | $1.27M | 0.38% | 00.0% | Unchanged |
| EAM Investors, LLC | 36,821 | $1.25M | 0.31% | +36,821 | New |
| Janus Henderson Group PLC | 36,288 | $1.24M | 0.00% | −5,570−13.3% | Reduced |
| Winton Group Ltd | 35,750 | $1.22M | 0.06% | +21,763+155.6% | Added |
| The PNC Financial Services Group, Inc. | 35,506 | $1.21M | 0.00% | −1,594−4.3% | Reduced |
| Convergence Investment Partners, LLC | 34,457 | $1.17M | 0.71% | +34,457 | New |
| Federated Hermes, Inc. | 33,675 | $1.15M | 0.00% | −9,182−21.4% | Reduced |
| 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 |
| Pinebridge Investments, L.P. | 33,435 | $1.14M | 0.01% | +33,435 | New |
| Teacher Retirement System of Texas | 32,776 | $1.11M | 0.01% | −8,862−21.3% | Reduced |
| APG Asset Management N.V. | 33,900 | $1.10M | 0.00% | +2,900+9.4% | Added |