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 |
|---|---|---|---|---|---|
| First Citizens Bank & Trust Co | 9,520 | $324.0K | 0.01% | 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 |
| 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 |
| Gotham Asset Management, LLC | 9,294 | $316.0K | 0.01% | +9,294 | New |
| National Bank of Canada | 9,263 | $315.0K | 0.00% | +6,008+184.6% | Added |
| Evergreen Wealth Solutions, LLC | 9,197 | $313.0K | 0.38% | −2,098−18.6% | Reduced |
| Shell Asset Management Co | 9,163 | $312.0K | 0.01% | +21+0.2% | Added |
| Cadence Bank NA | 8,879 | $302.0K | 0.10% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 8,791 | $299.0K | 0.02% | +161+1.9% | Added |
| Ethic Inc. | 8,740 | $297.0K | 0.02% | +154+1.8% | Added |
| Wealthsource Partners, LLC | 8,603 | $293.0K | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 8,509 | $289.0K | 0.00% | +8,509 | New |
| Quadrature Capital Ltd | 8,471 | $288.0K | 0.01% | −13,123−60.8% | Reduced |
| CIBC Asset Management Inc | 8,380 | $285.0K | 0.00% | −613−6.8% | Reduced |
| Wetherby Asset Management Inc | 8,311 | $283.0K | 0.02% | +92+1.1% | Added |
| Canada Pension Plan Investment Board | 8,200 | $279.0K | 0.00% | −152,300−94.9% | Reduced |
| Alpha Cubed Investments, LLC | 8,000 | $272.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Ieq Capital, LLC | 7,808 | $266.0K | 0.01% | +121+1.6% | Added |
| XTX Topco Ltd | 7,702 | $262.0K | 0.11% | +7,702 | New |
| 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 |
| 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 |
| Mutual Advisors, LLC | 7,329 | $249.0K | 0.02% | −16−0.2% | 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 |
| Brown, Lisle/Cummings, Inc. | 7,000 | $238.1K | 0.13% | −1,025−12.8% | Reduced |
| J.W. Cole Advisors, Inc. | 6,980 | $237.0K | 0.02% | −427−5.8% | Reduced |
| Eads & Heald Wealth Management | 6,929 | $236.0K | 0.13% | −155−2.2% | Reduced |
| Great Lakes Advisors, LLC | 6,907 | $235.0K | 0.00% | +6,907 | New |
| Paragon Capital Management Ltd | 6,857 | $233.0K | 0.07% | −80−1.2% | Reduced |
| Verition Fund Management LLC | 6,751 | $230.0K | 0.00% | +6,751 | 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 |
| Measured Wealth Private Client Group, LLC | 6,622 | $225.0K | 0.10% | +6,622 | New |
| 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 |
| 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 |
| Umb Bank N A | 6,510 | $221.0K | 0.00% | −46−0.7% | Reduced |
| Regions Financial Corp | 6,465 | $220.0K | 0.00% | +6,465 | New |
| Ballentine Partners, LLC | 6,384 | $217.0K | 0.01% | −2,170−25.4% | Reduced |
| D.A. Davidson & Co. | 6,282 | $214.0K | 0.00% | −906−12.6% | Reduced |
| Balentine LLC | 6,201 | $211.0K | 0.01% | +6,201 | New |
| Diversified Trust Co | 6,175 | $210.0K | 0.01% | +6,175 | New |
| Forum Financial Management, LP | 6,148 | $209.0K | 0.01% | +6,148 | New |
| Cobblestone Capital Advisors LLC | 6,068 | $206.0K | 0.02% | +6,068 | New |
| 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 |
| Atria Wealth Solutions, Inc. | 5,905 | $201.0K | 0.00% | −5,630−48.8% | Reduced |
| Exchange Traded Concepts, LLC | 5,883 | $200.0K | 0.01% | +4,622+366.5% | Added |
| Quent Capital, LLC | 5,698 | $194.0K | 0.04% | +61+1.1% | Added |
| Toth Financial Advisory Corp | 5,173 | $176.0K | 0.03% | +50+1.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 5,039 | $171.0K | 0.04% | −836−14.2% | Reduced |
| Emfo, LLC | 5,000 | $170.0K | 0.17% | −5,000−50.0% | Reduced |
| FourThought Financial, LLC | 4,821 | $164.0K | 0.02% | +50+1.0% | Added |
| Covestor Ltd | 4,716 | $160.0K | 0.13% | −2,128−31.1% | Reduced |
| Nomura Asset Management Co Ltd | 4,650 | $158.2K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 4,590 | $155.0K | 0.00% | −21,292−82.3% | Reduced |
| Meeder Asset Management Inc | 4,444 | $151.0K | 0.01% | +96+2.2% | Added |
| Northwestern Mutual Wealth Management Co | 4,218 | $143.0K | 0.00% | +4,218 | New |
| Cambridge Trust Co | 4,000 | $136.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 3,834 | $130.0K | 0.00% | −2,058−34.9% | Reduced |
| Hanson & Doremus Investment Management | 3,626 | $123.0K | 0.03% | −1,452−28.6% | Reduced |
| Clear Street Markets LLC | 3,600 | $122.0K | 0.04% | +1,500+71.4% | Added |
| Fifth Third Bancorp | 3,556 | $121.0K | 0.00% | −823−18.8% | Reduced |
| Proequities, Inc. | 3,524 | $120.0K | 0.01% | +792+29.0% | Added |
| Federation des caisses Desjardins du Quebec | 3,464 | $117.8K | 0.00% | 00.0% | Unchanged |
| 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 |
| Counterpoint Mutual Funds LLC | 3,323 | $113.0K | 0.08% | +3,323 | New |
| Parallel Advisors, LLC | 3,047 | $104.0K | 0.00% | +56+1.9% | Added |
| Deseret Mutual Benefit Administrators | 3,026 | $103.0K | 0.02% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 3,067 | $99.0K | 0.03% | −1,611−34.4% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 2,800 | $95.0K | 0.00% | +2,800 | New |
| Vestcor Inc | 2,755 | $94.0K | 0.00% | +2,755 | New |
| West Branch Capital LLC | 2,709 | $92.0K | 0.05% | 00.0% | Unchanged |
| State of Wyoming | 2,566 | $87.0K | 0.05% | +2,566 | New |
| MBM Wealth Consultants, LLC | 2,513 | $85.0K | 0.04% | +70+2.9% | Added |
| Quadrant Capital Group LLC | 2,331 | $79.0K | 0.01% | +100+4.5% | 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 |
| Sittner & Nelson, LLC | 2,000 | $68.0K | 0.04% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,992 | $68.0K | 0.02% | +1,550+350.7% | Added |
| Sugarloaf Wealth Management, LLC | 1,958 | $67.0K | 0.02% | −336−14.6% | Reduced |
| South State Corp. | 1,938 | $66.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,940 | $66.0K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 1,915 | $65.0K | 0.05% | +1,915 | New |
| TCI Wealth Advisors, Inc. | 1,887 | $64.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,512 | $61.0K | 0.00% | −205−11.9% | Reduced |
| Founders Capital Management | 1,794 | $61.0K | 0.05% | +22+1.2% | Added |
| Lindbrook Capital, LLC | 1,409 | $48.0K | 0.01% | +395+39.0% | Added |
| Steward Partners Investment Advisory, LLC | 1,223 | $42.0K | 0.00% | −150−10.9% | Reduced |
| Global Retirement Partners, LLC | 1,176 | $40.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,173 | $40.0K | 0.02% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,082 | $37.0K | 0.01% | 00.0% | Unchanged |