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 |
|---|---|---|---|---|---|
| HHM Wealth Advisors, LLC | 3,356 | $130.0K | 0.03% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,508 | $136.0K | 0.00% | −48−1.3% | Reduced |
| JJJ Advisors Inc. | 3,278 | $136.0K | 0.04% | +211+6.9% | Added |
| Covestor Ltd | 3,521 | $137.0K | 0.12% | −1,195−25.3% | Reduced |
| Clear Street Markets LLC | 3,600 | $140.0K | 0.03% | 00.0% | Unchanged |
| Proequities, Inc. | 3,722 | $144.0K | 0.01% | +198+5.6% | Added |
| Geneos Wealth Management Inc. | 3,918 | $152.0K | 0.01% | −2,704−40.8% | Reduced |
| IFP Advisors, Inc | 3,894 | $155.0K | 0.00% | +2,382+157.5% | Added |
| Cambridge Trust Co | 4,017 | $156.0K | 0.01% | +17+0.4% | Added |
| CWM, LLC | 4,199 | $163.0K | 0.00% | +365+9.5% | Added |
| Meeder Asset Management Inc | 4,279 | $166.0K | 0.01% | −165−3.7% | Reduced |
| Toth Financial Advisory Corp | 4,733 | $184.0K | 0.03% | −440−8.5% | Reduced |
| Nomura Asset Management Co Ltd | 4,940 | $191.7K | 0.00% | +290+6.2% | Added |
| FourThought Financial, LLC | 5,047 | $196.0K | 0.03% | +226+4.7% | Added |
| NorthRock Partners, LLC | 5,190 | $201.0K | 0.02% | +5,190 | New |
| Glenview Trust Co | 5,233 | $203.0K | 0.01% | +5,233 | New |
| Coastal Investment Advisors, Inc. | 5,297 | $206.0K | 0.05% | +5,297 | New |
| Brown, Lisle/Cummings, Inc. | 5,400 | $209.5K | 0.12% | −1,600−22.9% | Reduced |
| TownSquare Capital, LLC | 5,491 | $213.0K | 0.01% | +5,491 | New |
| Diametric Capital, LP | 5,551 | $215.0K | 0.11% | +5,551 | New |
| Fountainhead AM, LLC | 5,539 | $215.0K | 0.11% | +5,539 | New |
| Coastline Trust Co | 5,570 | $216.0K | 0.03% | +5,570 | New |
| Boston Private Wealth LLC | 5,579 | $217.0K | 0.00% | +5,579 | New |
| Arden Trust Co | 5,683 | $221.0K | 0.06% | +5,683 | New |
| Watershed Asset Management, L.L.C. | 5,710 | $222.0K | 0.29% | +5,710 | New |
| Trust Investment Advisors | 5,750 | $223.0K | 0.23% | +5,750 | New |
| Quent Capital, LLC | 5,837 | $226.0K | 0.05% | +139+2.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 5,816 | $226.0K | 0.06% | +777+15.4% | Added |
| Atria Wealth Solutions, Inc. | 5,862 | $227.4K | 0.00% | −43−0.7% | Reduced |
| Wintrust Investments LLC | 5,932 | $230.0K | 0.03% | +5,932 | New |
| Toroso Investments, LLC | 6,026 | $234.0K | 0.01% | +6,026 | New |
| Cobblestone Capital Advisors LLC | 6,068 | $235.0K | 0.02% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 6,126 | $238.0K | 0.03% | +6,126 | New |
| Forum Financial Management, LP | 6,148 | $239.0K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 6,194 | $240.0K | 0.01% | +311+5.3% | Added |
| Bayesian Capital Management, LP | 6,215 | $241.0K | 0.05% | +6,215 | New |
| Edmonds Duncan Registered Investment Advisors, LLC | 6,225 | $242.0K | 0.09% | +6,225 | New |
| D.A. Davidson & Co. | 6,306 | $245.0K | 0.00% | +24+0.4% | Added |
| Regions Financial Corp | 6,465 | $251.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 6,510 | $253.0K | 0.00% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 6,574 | $255.0K | 0.02% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 6,580 | $255.0K | 0.62% | +3,257+98.0% | Added |
| Paragon Capital Management Ltd | 6,683 | $259.0K | 0.07% | −174−2.5% | Reduced |
| Means Investment Co., Inc. | 6,677 | $259.0K | 0.06% | +123+1.9% | Added |
| J.W. Cole Advisors, Inc. | 6,782 | $263.0K | 0.02% | −198−2.8% | Reduced |
| Engineers Gate Manager LP | 6,855 | $266.0K | 0.02% | +6,855 | New |
| Alpha Cubed Investments, LLC | 7,000 | $272.0K | 0.02% | −1,000−12.5% | Reduced |
| Savant Capital, LLC | 7,026 | $273.0K | 0.01% | −594−7.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 7,182 | $279.0K | 0.00% | +2,964+70.3% | Added |
| Dorsey & Whitney Trust CO LLC | 7,240 | $281.0K | 0.03% | −55−0.8% | Reduced |
| Lazard Asset Management LLC | 7,253 | $281.0K | 0.00% | +5,160+246.5% | Added |
| Shell Asset Management Co | 7,270 | $282.0K | 0.01% | −1,893−20.7% | Reduced |
| Ballentine Partners, LLC | 7,249 | $282.0K | 0.01% | +865+13.5% | Added |
| Investors Asset Management of Georgia Inc | 7,425 | $288.0K | 0.15% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 6,763 | $288.0K | 0.12% | +6,763 | New |
| Ieq Capital, LLC | 7,503 | $291.0K | 0.01% | −305−3.9% | Reduced |
| Headinvest, LLC | 7,575 | $294.0K | 0.07% | +150+2.0% | Added |
| Private Advisor Group, LLC | 7,578 | $294.0K | 0.00% | +1,004+15.3% | Added |
| Essex Financial Services, Inc. | 7,623 | $296.0K | 0.04% | −290−3.7% | Reduced |
| Balentine LLC | 7,784 | $302.0K | 0.01% | +1,583+25.5% | Added |
| Profund Advisors LLC | 7,800 | $303.0K | 0.02% | −1,626−17.3% | Reduced |
| Commerce Bank | 8,108 | $314.0K | 0.00% | −3,621−30.9% | Reduced |
| Measured Wealth Private Client Group, LLC | 8,203 | $318.0K | 0.14% | +1,581+23.9% | Added |
| Campion Asset Management LLC | 8,225 | $319.0K | 0.34% | +1,565+23.5% | Added |
| CIBC Asset Management Inc | 8,380 | $325.0K | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 8,462 | $328.0K | 0.00% | −2,291−21.3% | Reduced |
| Mutual Advisors, LLC | 8,586 | $333.0K | 0.02% | +1,257+17.2% | Added |
| Cetera Investment Advisers | 8,721 | $338.0K | 0.01% | +212+2.5% | Added |
| Patten Group, Inc. | 8,185 | $341.0K | 0.12% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 8,890 | $345.0K | 0.02% | +579+7.0% | Added |
| BancorpSouth Bank | 8,879 | $345.0K | 0.04% | +8,879 | New |
| Advisors Asset Management, Inc. | 8,998 | $349.0K | 0.01% | +8,219+1,055.1% | Added |
| Gsa Capital Partners LLP | 9,036 | $351.0K | 0.05% | +9,036 | New |
| Flagship Harbor Advisors, LLC | 9,098 | $353.0K | 0.04% | −550−5.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 9,159 | $355.0K | 0.02% | +368+4.2% | Added |
| SG Americas Securities, LLC | 9,293 | $361.0K | 0.01% | −4,737−33.8% | Reduced |
| Principle Wealth Partners LLC | 9,355 | $363.0K | 0.05% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 9,520 | $369.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 9,573 | $371.0K | 0.18% | +7,007+273.1% | Added |
| Penn Mutual Asset Management, LLC | 9,595 | $372.0K | 0.49% | +9,595 | New |
| Old National Bancorp | 9,729 | $377.0K | 0.01% | +373+4.0% | Added |
| Veritable, L.P. | 10,003 | $388.0K | 0.01% | −48−0.5% | Reduced |
| Arnhold LLC | 10,000 | $388.0K | 0.05% | 00.0% | Unchanged |
| HM Payson & Co | 10,030 | $389.0K | 0.01% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 10,055 | $390.0K | 0.03% | −10,492−51.1% | Reduced |
| Tower Research Capital LLC (TRC) | 10,122 | $393.0K | 0.01% | −3,927−28.0% | Reduced |
| HAP Trading, LLC | 10,440 | $405.0K | 0.05% | +10,440 | New |
| Pitcairn Co | 10,549 | $409.0K | 0.05% | −48−0.5% | Reduced |
| Utah Retirement Systems | 10,700 | $415.0K | 0.01% | 00.0% | Unchanged |
| Shelton Capital Management | 10,833 | $420.0K | 0.02% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 10,876 | $422.0K | 0.00% | +656+6.4% | Added |
| Financial Advisory Service, Inc. | 10,896 | $423.0K | 0.05% | +84+0.8% | Added |
| National Asset Management, Inc. | 10,907 | $423.0K | 0.01% | +10,907 | New |
| Diversified Trust Co | 10,925 | $424.0K | 0.02% | +4,750+76.9% | Added |
| Old Port Advisors | 10,344 | $425.0K | 0.17% | −929−8.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 11,098 | $431.0K | 0.00% | −1,015−8.4% | Reduced |
| Cerity Partners LLC | 11,696 | $453.0K | 0.01% | −598−4.9% | Reduced |
| Zacks Investment Management | 11,666 | $453.0K | 0.01% | +11,666 | New |
| Harvest Fund Management Co., Ltd | 11,729 | $456.0K | 0.13% | +854+7.9% | Added |
| Simplex Trading, LLC | 11,828 | $458.0K | 0.02% | +11,828 | New |