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 |
|---|---|---|---|---|---|
| Westpac Banking Corp | 32,265 | $1.10M | 0.01% | −4,156−11.4% | Reduced |
| New Mexico Educational Retirement Board | 31,600 | $1.07M | 0.05% | −10,500−24.9% | Reduced |
| IFG Advisory, LLC | 30,934 | $1.05M | 0.11% | +30,934 | New |
| JustInvest LLC | 29,761 | $1.01M | 0.05% | +11,399+62.1% | Added |
| DGS Capital Management, LLC | 29,637 | $1.01M | 0.81% | −69−0.2% | Reduced |
| State of Alaska, Department of Revenue | 28,905 | $983.0K | 0.01% | +140+0.5% | Added |
| Public Employees Retirement Association of Colorado | 28,865 | $982.0K | 0.01% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 28,000 | $953.0K | 0.16% | 00.0% | Unchanged |
| Mariner, LLC | 27,736 | $944.0K | 0.00% | +7,564+37.5% | Added |
| Stephens Inc | 27,281 | $928.0K | 0.02% | −3,976−12.7% | Reduced |
| Belpointe Asset Management LLC | 27,021 | $919.0K | 0.06% | +18,829+229.8% | Added |
| GPS Wealth Strategies Group, LLC | 26,323 | $895.0K | 0.23% | +6,131+30.4% | Added |
| Capital Fund Management S.A. | 25,931 | $882.2K | 0.02% | +15,517+149.0% | Added |
| Carret Asset Management, LLC | 25,492 | $867.0K | 0.12% | −3,260−11.3% | Reduced |
| ProShare Advisors LLC | 25,291 | $861.0K | 0.00% | −7,849−23.7% | Reduced |
| P.A.W. Capital Corp | 25,000 | $851.0K | 1.24% | −5,000−16.7% | Reduced |
| Abacus Planning Group, Inc. | 24,777 | $843.0K | 0.25% | −21−0.1% | Reduced |
| Corient Capital Partners, LLC | 24,589 | $837.0K | 0.06% | −2,760−10.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 24,120 | $821.0K | 0.00% | +87+0.4% | Added |
| Waterfront Wealth Inc. | 23,992 | $816.0K | 0.33% | −1,393−5.5% | Reduced |
| Xponance, Inc. | 23,920 | $814.0K | 0.02% | +1,474+6.6% | Added |
| Hartford Investment Management Co | 23,059 | $784.0K | 0.02% | 00.0% | Unchanged |
| Kendall Capital Management | 22,385 | $762.0K | 0.42% | +1,175+5.5% | Added |
| Legal Advantage Investments, Inc. | 22,366 | $761.0K | 0.74% | +30.0% | Added |
| United Services Automobile Association | 21,871 | $744.0K | 0.02% | +21,871 | New |
| Signaturefd, LLC | 21,854 | $743.0K | 0.03% | −346−1.6% | Reduced |
| Private Advisory Group LLC | 21,533 | $733.0K | 0.17% | +21,533 | New |
| Bowling Portfolio Management LLC | 21,363 | $727.0K | 0.18% | +21,363 | New |
| Redhawk Wealth Advisors, Inc. | 20,708 | $704.0K | 0.32% | +20,708 | New |
| Neuberger Berman Group LLC | 19,282 | $699.0K | 0.00% | −461−2.3% | Reduced |
| XML Financial, LLC | 20,150 | $686.0K | 0.16% | −500−2.4% | Reduced |
| United Capital Financial Advisers, LLC | 18,891 | $643.0K | 0.00% | +505+2.7% | Added |
| Mercer Global Advisors Inc | 18,731 | $637.0K | 0.00% | +337+1.8% | Added |
| First Republic Investment Management, Inc. | 18,455 | $628.0K | 0.00% | +430+2.4% | Added |
| TD Waterhouse Canada Inc. | 18,500 | $625.1K | 0.01% | −212−1.1% | Reduced |
| Securian Asset Management, Inc | 18,245 | $621.0K | 0.01% | −100−0.5% | Reduced |
| Ergoteles LLC | 17,941 | $610.0K | 0.02% | +17,941 | New |
| Atlas Capital Advisors LLC | 17,912 | $609.4K | 0.10% | +9,850+122.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 17,487 | $595.0K | 0.00% | −11,890−40.5% | Reduced |
| 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 |
| Handelsbanken Fonder AB | 17,307 | $589.0K | 0.00% | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 17,287 | $588.0K | 0.01% | +17,287 | New |
| Cetera Advisor Networks LLC | 16,793 | $571.0K | 0.01% | +1,546+10.1% | Added |
| Scotia Capital Inc. | 16,756 | $570.0K | 0.00% | −19,391−53.6% | Reduced |
| Natixis Advisors, L.P. | 16,327 | $555.0K | 0.00% | +5,294+48.0% | 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 |
| Greenleaf Trust | 16,103 | $548.0K | 0.01% | +87+0.5% | Added |
| HSBC Holdings PLC | 15,982 | $546.0K | 0.00% | −45,537−74.0% | Reduced |
| Dumont & Blake Investment Advisors LLC | 16,004 | $544.0K | 0.18% | −2,077−11.5% | Reduced |
| FORA Capital, LLC | 15,817 | $538.0K | 0.11% | −8,265−34.3% | Reduced |
| Coombe, Bender & Co LLC | 15,637 | $532.0K | 0.45% | +15,637 | New |
| Evergreen Capital Management LLC | 15,122 | $514.0K | 0.03% | −4,391−22.5% | Reduced |
| Group One Trading, L.P. | 14,864 | $506.0K | 0.01% | −152,026−91.1% | Reduced |
| 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 |
| Tower Research Capital LLC (TRC) | 14,049 | $478.0K | 0.01% | +2,519+21.8% | Added |
| SG Americas Securities, LLC | 14,030 | $477.0K | 0.01% | −3,740−21.0% | Reduced |
| Twelve Points Wealth Management LLC | 13,866 | $472.0K | 0.36% | +2,529+22.3% | Added |
| Clarius Group, LLC | 13,835 | $471.0K | 0.05% | −78−0.6% | Reduced |
| Rockefeller Capital Management L.P. | 13,619 | $462.0K | 0.00% | −6,691−32.9% | Reduced |
| Relative Value Partners Group, LLC | 12,725 | $457.0K | 0.03% | +425+3.5% | Added |
| Pictet Asset Management SA | 13,300 | $452.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| MML Investors Services, LLC | 12,905 | $439.0K | 0.00% | +4,147+47.4% | Added |
| Patten & Patten Inc | 12,871 | $438.0K | 0.04% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 12,828 | $436.4K | 0.01% | +633+5.2% | Added |
| 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 |
| DCM Advisors, LLC | 12,500 | $426.0K | 0.18% | +12,500 | New |
| Cerity Partners LLC | 12,294 | $418.0K | 0.00% | +3,935+47.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 12,113 | $412.0K | 0.00% | +12,113 | New |
| Caxton Associates LP | 12,076 | $411.0K | 0.05% | −10,524−46.6% | 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 |
| Commerce Bank | 11,729 | $399.0K | 0.00% | −345−2.9% | Reduced |
| Venture Visionary Partners LLC | 11,651 | $396.4K | 0.03% | +2,545+27.9% | Added |
| Cetera Advisors LLC | 11,306 | $385.0K | 0.01% | +1,270+12.7% | Added |
| Harvest Fund Management Co., Ltd | 10,875 | $370.0K | 0.10% | +4,956+83.7% | Added |
| Shelton Capital Management | 10,833 | $369.0K | 0.02% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 10,812 | $368.0K | 0.04% | +86+0.8% | Added |
| AE Wealth Management LLC | 10,753 | $366.0K | 0.00% | −1,079−9.1% | Reduced |
| Utah Retirement Systems | 10,700 | $364.0K | 0.01% | 00.0% | Unchanged |
| Pitcairn Co | 10,597 | $361.0K | 0.04% | −178−1.7% | Reduced |
| 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 |
| KBC Group NV | 10,252 | $349.0K | 0.00% | +5,396+111.1% | Added |
| Baird Financial Group, Inc. | 10,220 | $348.0K | 0.00% | +270+2.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 10,131 | $345.0K | 0.00% | +10,131 | New |
| M&T Bank Corp | 22,890 | $344.0K | 0.00% | +13,630+147.2% | Added |
| 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 |
| HM Payson & Co | 10,030 | $341.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Pacer Advisors, Inc. | 9,860 | $335.0K | 0.00% | −5,599−36.2% | Reduced |
| Flagship Harbor Advisors, LLC | 9,648 | $328.0K | 0.04% | −180−1.8% | Reduced |