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 |
|---|---|---|---|---|---|
| Hoey Investments, Inc | 1,050 | $36.0K | 0.02% | 00.0% | Unchanged |
| Leonteq Securities AG | 975 | $33.2K | 0.00% | −145−12.9% | Reduced |
| Norway Savings Bank | 979 | $33.0K | 0.02% | 00.0% | Unchanged |
| Ellevest, Inc. | 950 | $32.0K | 0.00% | +2+0.2% | Added |
| Clearstead Advisors, LLC | 900 | $31.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 882 | $30.0K | 0.00% | +3+0.3% | Added |
| Parkside Financial Bank & Trust | 835 | $28.0K | 0.01% | −68−7.5% | Reduced |
| McIlrath & Eck, LLC | 820 | $28.0K | 0.01% | −75−8.4% | Reduced |
| Proffitt & Goodson Inc | 791 | $27.0K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 806 | $27.0K | 0.00% | +2+0.2% | Added |
| CVA Family Office, LLC | 780 | $27.0K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 779 | $27.0K | 0.00% | +779 | New |
| Arlington Partners LLC | 774 | $26.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 756 | $26.0K | 0.01% | −18−2.3% | Reduced |
| American Portfolios Advisors | 758 | $25.8K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 1,000 | $24.0K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 658 | $22.0K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 642 | $22.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 615 | $21.0K | 0.00% | +90+17.1% | Added |
| Private Trust Co NA | 586 | $20.0K | 0.00% | +586 | New |
| Tilia Fiduciary Partners, Inc. | 600 | $20.0K | 0.02% | +600 | New |
| Blue Bell Private Wealth Management, LLC | 561 | $19.0K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 560 | $19.0K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 500 | $17.0K | 0.00% | +500 | New |
| Allworth Financial LP | 482 | $16.0K | 0.00% | +374+346.3% | Added |
| Larson Financial Group LLC | 475 | $16.0K | 0.00% | +475 | New |
| TD Private Client Wealth LLC | 446 | $15.2K | 0.00% | −296−39.9% | Reduced |
| FinTrust Capital Advisors, LLC | 442 | $14.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 400 | $14.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 400 | $14.0K | 0.01% | +3+0.8% | Added |
| Ronald Blue Trust, Inc. | 453 | $14.0K | 0.00% | +453 | New |
| Bartlett & Co. Wealth Management LLC | 392 | $13.3K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 392 | $13.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 377 | $12.0K | 0.00% | −2,707−87.8% | Reduced |
| Ahrens Investment Partners LLC | 340 | $12.0K | 0.01% | −660−66.0% | Reduced |
| Concord Wealth Partners | 340 | $12.0K | 0.00% | −489−59.0% | Reduced |
| Washington Trust Advisors, Inc. | 320 | $11.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 304 | $10.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 290 | $10.0K | 0.00% | +200+222.2% | Added |
| Whittier Trust Co of Nevada Inc | 271 | $9.00K | 0.00% | +8+3.0% | Added |
| Newton One Investments LLC | 256 | $9.00K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 226 | $8.00K | 0.00% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 237 | $8.00K | 0.00% | +237 | New |
| Coston, McIsaac & Partners | 227 | $8.00K | 0.00% | +227 | New |
| Sutton Wealth Advisors Inc. | 235 | $8.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 214 | $7.00K | 0.00% | +38+21.6% | Added |
| Accel Wealth Management | 200 | $6.00K | 0.00% | −200−50.0% | Reduced |
| Private Capital Group, LLC | 173 | $6.00K | 0.00% | −69−28.5% | Reduced |
| Hartford Financial Management Inc. | 176 | $6.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 183 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 164 | $6.00K | 0.00% | +164 | New |
| Loomis Sayles & Co L P | 153 | $5.00K | 0.00% | −179−53.9% | Reduced |
| Evoke Wealth, LLC | 147 | $5.00K | 0.00% | −25−14.5% | Reduced |
| Massmutual Trust Co FSB | 143 | $5.00K | 0.00% | +10+7.5% | Added |
| Optimum Investment Advisors | 140 | $5.00K | 0.00% | +140 | New |
| Fairfield, Bush & Co. | 147 | $5.00K | 0.00% | +147 | New |
| Washington Trust Co | 118 | $4.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 123 | $4.00K | 0.00% | +70+132.1% | Added |
| Earnest Partners LLC | 81 | $3.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 88 | $3.00K | 0.00% | +1+1.1% | Added |
| PFG Private Wealth Management, LLC | 94 | $3.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 111 | $3.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 74 | $3.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 77 | $3.00K | 0.00% | +77 | New |
| Steward Financial Group LLC | 116 | $3.00K | 0.00% | +116 | New |
| Caldwell Trust Co | 77 | $2.62K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 55 | $2.00K | 0.00% | −1,000−94.8% | Reduced |
| CIBC Private Wealth Group, LLC | 73 | $2.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 70 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 58 | $2.00K | 0.00% | +10+20.8% | Added |
| Beaird Harris Wealth Management, LLC | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 46 | $2.00K | 0.00% | +46 | New |
| Central Trust Co | 38 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 15 | $1.00K | 0.00% | −3−16.7% | Reduced |
| Financial Management Professionals, Inc. | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 23 | $1.00K | 0.00% | +1+4.5% | Added |
| BerganKDV Wealth Management, LLC | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 31 | $1.00K | 0.00% | +31 | New |
| Spire Wealth Management | 16 | $1.00K | 0.00% | +16 | New |
| Newbridge Financial Services Group, Inc. | 32 | $1.00K | 0.00% | +32 | New |
| Eagle Bay Advisors LLC | 13 | $442 | 0.00% | +13 | New |
| Lake Point Wealth Management | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 11 | $0 | 0.00% | −2−15.4% | Reduced |
| ACG Wealth | 3 | $0 | 0.00% | +3 | New |
| Avion Wealth | 1 | $0 | 0.00% | +1 | New |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −793,400−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −297,000−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −233,256−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −120,435−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −101,020−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −53,000−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −45,339−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −43,660−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −36,224−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −33,851−100.0% | Sold out |
| HITE Hedge Asset Management LLC | 0 | $0 | 0.00% | −31,915−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −28,104−100.0% | Sold out |
| Rockland Trust Co | 0 | $0 | 0.00% | −25,685−100.0% | Sold out |