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, Q3 2022
Institutional positions in Unum Group as of Sep 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
- 492
- +14 vs. Q2 2022
- Shares held
- 169.8M
- +1.27M (+0.8%) vs. Q2 2022
- Total value
- $6.59B
- +$834.1M (+14.5%) vs. Q2 2022
- New holders
- 67
- 164 more added
- Sold out
- 53
- 188 more reduced
9 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Unum Group; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Prestige Wealth Management Group LLC | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 2 | $0 | 0.00% | +2 | New |
| EdgeRock Capital LLC | 2 | $0 | 0.00% | +2 | New |
| Harbour Investments, Inc. | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Eagle Bay Advisors LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 55 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 60 | $2.00K | 0.00% | +2+3.4% | Added |
| Beaird Harris Wealth Management, LLC | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 40 | $2.00K | 0.00% | +40 | New |
| SJS Investment Consulting Inc. | 51 | $2.00K | 0.00% | +51 | New |
| Caldwell Trust Co | 77 | $2.99K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 81 | $3.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 74 | $3.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 88 | $3.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 70 | $3.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 65 | $3.00K | 0.00% | +33+103.1% | Added |
| Cutler Group LP | 100 | $3.00K | 0.00% | +100 | New |
| Crewe Advisors LLC | 77 | $3.00K | 0.00% | +77 | New |
| PFG Private Wealth Management, LLC | 94 | $4.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 111 | $4.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 92 | $4.00K | 0.00% | +92 | New |
| Bell Investment Advisors, Inc | 125 | $5.00K | 0.00% | −39−23.8% | Reduced |
| Massmutual Trust Co FSB | 133 | $5.00K | 0.00% | −10−7.0% | Reduced |
| Washington Trust Co | 118 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 120 | $5.00K | 0.00% | +120 | New |
| DT Investment Partners, LLC | 116 | $5.00K | 0.00% | +116 | New |
| Evoke Wealth, LLC | 147 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 176 | $7.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 176 | $7.00K | 0.00% | −7−3.8% | Reduced |
| Schubert & Co | 182 | $7.00K | 0.01% | +59+48.0% | Added |
| Absolute Capital Management, LLC | 203 | $7.88K | 0.01% | +203 | New |
| Coston, McIsaac & Partners | 227 | $8.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 216 | $8.00K | 0.00% | +2+0.9% | Added |
| Accel Wealth Management | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 231 | $8.96K | 0.00% | −4−1.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 251 | $10.0K | 0.00% | −20−7.4% | Reduced |
| Newton One Investments LLC | 256 | $10.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 262 | $10.0K | 0.00% | +216+469.6% | Added |
| AdvisorNet Financial, Inc | 292 | $11.0K | 0.00% | +2+0.7% | Added |
| Heritage Wealth Advisors | 304 | $11.8K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 315 | $12.0K | 0.00% | −5−1.6% | Reduced |
| SOA Wealth Advisors, LLC. | 338 | $13.0K | 0.00% | −39−10.3% | Reduced |
| Bartlett & Co. LLC | 392 | $15.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 392 | $15.2K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 400 | $16.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 404 | $16.0K | 0.01% | +4+1.0% | Added |
| EverSource Wealth Advisors, LLC | 428 | $17.0K | 0.00% | −1,564−78.5% | Reduced |
| TD Private Client Wealth LLC | 439 | $17.0K | 0.00% | −7−1.6% | Reduced |
| Blue Bell Private Wealth Management, LLC | 561 | $22.0K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 560 | $22.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 557 | $22.0K | 0.01% | +528+1,820.7% | Added |
| FinTrust Capital Advisors, LLC | 544 | $23.0K | 0.01% | +102+23.1% | Added |
| De Burlo Group Inc | 600 | $23.3K | 0.01% | +600 | New |
| Silver Oak Securities, Inc | 500 | $24.6K | 0.01% | +500 | New |
| Tradition Wealth Management, LLC | 642 | $25.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 650 | $25.0K | 0.00% | +35+5.7% | Added |
| Tilia Fiduciary Partners, Inc. | 600 | $25.0K | 0.03% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 658 | $26.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 692 | $27.0K | 0.01% | −64−8.5% | Reduced |
| McIlrath & Eck, LLC | 720 | $28.0K | 0.01% | −100−12.2% | Reduced |
| CVA Family Office, LLC | 780 | $30.0K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 774 | $30.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 804 | $31.0K | 0.01% | −31−3.7% | Reduced |
| North Star Investment Management Corp. | 808 | $31.0K | 0.00% | +2+0.2% | Added |
| Allworth Financial LP | 843 | $33.0K | 0.00% | +361+74.9% | Added |
| Covington Capital Management | 884 | $34.0K | 0.00% | +2+0.2% | Added |
| Clearstead Advisors, LLC | 900 | $35.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 976 | $37.9K | 0.00% | +1+0.1% | Added |
| Norway Savings Bank | 979 | $38.0K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,000 | $39.5K | 0.00% | −17,500−94.6% | Reduced |
| Hoey Investments, Inc | 1,050 | $41.0K | 0.02% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,082 | $42.0K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,179 | $45.7K | 0.00% | −2,285−66.0% | Reduced |
| Addison Advisors LLC | 1,173 | $46.0K | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,281 | $50.0K | 0.00% | +58+4.7% | Added |
| Ronald Blue Trust, Inc. | 1,491 | $51.0K | 0.00% | +1,038+229.1% | Added |
| Global Retirement Partners, LLC | 1,131 | $52.0K | 0.00% | −45−3.8% | Reduced |
| Ellevest, Inc. | 1,367 | $53.0K | 0.01% | +417+43.9% | Added |
| Lindbrook Capital, LLC | 1,422 | $55.0K | 0.01% | +13+0.9% | Added |
| Rockefeller Capital Management L.P. | 1,478 | $57.0K | 0.00% | −12,141−89.1% | Reduced |
| American Portfolios Advisors | 1,506 | $58.4K | 0.00% | +748+98.7% | Added |
| Private Trust Co NA | 1,673 | $65.0K | 0.01% | +1,087+185.5% | Added |
| Founders Capital Management | 1,804 | $70.0K | 0.06% | +10+0.6% | Added |
| TCI Wealth Advisors, Inc. | 1,904 | $74.0K | 0.01% | +17+0.9% | Added |
| South State Corp. | 1,938 | $75.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,940 | $75.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 2,114 | $82.0K | 0.00% | +14+0.7% | Added |
| Deseret Mutual Benefit Administrators | 2,208 | $86.0K | 0.02% | −818−27.0% | Reduced |
| Sugarloaf Wealth Management, LLC | 2,416 | $94.0K | 0.02% | +458+23.4% | Added |
| Proffitt & Goodson Inc | 2,578 | $100.0K | 0.02% | +1,787+225.9% | Added |
| Loomis Sayles & Co L P | 2,614 | $101.0K | 0.00% | +2,461+1,608.5% | Added |
| West Branch Capital LLC | 2,709 | $105.0K | 0.07% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 3,006 | $117.0K | 0.08% | +1,006+50.3% | Added |
| Parallel Advisors, LLC | 3,094 | $120.0K | 0.01% | +47+1.5% | Added |
| MBM Wealth Consultants, LLC | 3,095 | $122.0K | 0.06% | +582+23.2% | Added |
| Quadrant Capital Group LLC | 3,262 | $127.0K | 0.02% | +931+39.9% | Added |