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 |
|---|---|---|---|---|---|
| Ethic Inc. | 11,911 | $462.0K | 0.03% | +3,171+36.3% | Added |
| Bessemer Group Inc | 12,263 | $475.0K | 0.00% | −553−4.3% | Reduced |
| Beacon Pointe Advisors, LLC | 12,491 | $483.0K | 0.01% | −240−1.9% | Reduced |
| Lingohr & Partner Asset Management GmbH | 10,600 | $483.0K | 1.33% | +10,600 | New |
| Relative Value Partners Group, LLC | 12,550 | $487.0K | 0.04% | −175−1.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 12,572 | $488.0K | 0.00% | −135,636−91.5% | Reduced |
| Wipfli Financial Advisors LLC, | 12,581 | $488.0K | 0.03% | +12,581 | New |
| Clarius Group, LLC | 12,735 | $494.0K | 0.05% | −1,100−8.0% | Reduced |
| Patten & Patten Inc | 12,771 | $496.0K | 0.05% | −100−0.8% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 12,887 | $500.0K | 0.01% | +12,887 | New |
| Great Diamond Partners, LLC | 13,254 | $514.0K | 0.18% | +1,347+11.3% | Added |
| KBC Group NV | 13,448 | $522.0K | 0.00% | +3,196+31.2% | Added |
| ARGI Investment Services, LLC | 13,570 | $527.0K | 0.02% | −636−4.5% | Reduced |
| MML Investors Services, LLC | 13,632 | $529.0K | 0.00% | +727+5.6% | Added |
| Cetera Advisor Networks LLC | 13,671 | $530.0K | 0.01% | −3,122−18.6% | Reduced |
| Trexquant Investment LP | 13,921 | $540.0K | 0.02% | −44,978−76.4% | Reduced |
| Gotham Asset Management, LLC | 14,126 | $548.0K | 0.02% | +4,832+52.0% | Added |
| Neumann Capital Management, LLC | 14,183 | $550.0K | 0.28% | 00.0% | Unchanged |
| Pictet Asset Management SA | 14,586 | $566.0K | 0.00% | +1,286+9.7% | Added |
| Dumont & Blake Investment Advisors LLC | 14,732 | $572.0K | 0.21% | −1,272−7.9% | Reduced |
| Deutsche Bank AG | 14,770 | $574.0K | 0.00% | −43,400−74.6% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 14,800 | $574.0K | 0.00% | +2,900+24.4% | Added |
| Twelve Points Wealth Management LLC | 14,871 | $577.0K | 0.45% | +1,005+7.2% | Added |
| P.A.W. Capital Corp | 15,000 | $582.0K | 0.87% | −10,000−40.0% | Reduced |
| Alyeska Investment Group, L.P. | 15,000 | $582.0K | 0.01% | +15,000 | New |
| National Bank of Canada | 15,085 | $586.0K | 0.00% | +5,822+62.9% | Added |
| Coombe, Bender & Co LLC | 15,337 | $595.0K | 0.53% | −300−1.9% | Reduced |
| Oberweis Asset Management Inc | 15,900 | $617.0K | 0.14% | +15,900 | New |
| Verition Fund Management LLC | 16,395 | $636.0K | 0.01% | +9,644+142.9% | Added |
| Scotia Capital Inc. | 16,445 | $638.0K | 0.01% | −311−1.9% | Reduced |
| Evergreen Capital Management LLC | 16,493 | $640.0K | 0.03% | +1,371+9.1% | Added |
| Gyon Technologies Capital Management, LP | 16,512 | $641.0K | 0.20% | −17,158−51.0% | Reduced |
| Greenleaf Trust | 16,606 | $644.0K | 0.01% | +503+3.1% | Added |
| Crossmark Global Holdings, Inc. | 16,638 | $645.0K | 0.02% | −850−4.9% | Reduced |
| Carret Asset Management, LLC | 16,967 | $658.0K | 0.10% | −8,525−33.4% | Reduced |
| Securian Asset Management, Inc | 17,167 | $666.0K | 0.02% | −1,078−5.9% | Reduced |
| Handelsbanken Fonder AB | 17,307 | $672.0K | 0.00% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 17,199 | $677.6K | 0.01% | +4,371+34.1% | Added |
| Echo Street Capital Management LLC | 17,542 | $681.0K | 0.01% | +255+1.5% | Added |
| Jefferies Group LLC | 17,600 | $682.9K | 0.02% | +17,600 | New |
| Natixis Advisors, L.P. | 17,811 | $691.0K | 0.00% | +1,484+9.1% | Added |
| Atlas Capital Advisors LLC | 17,922 | $695.4K | 0.13% | +10+0.1% | Added |
| First Republic Investment Management, Inc. | 17,954 | $697.0K | 0.00% | −501−2.7% | Reduced |
| United Services Automobile Association | 18,060 | $701.0K | 0.02% | −3,811−17.4% | Reduced |
| United Capital Financial Advisers, LLC | 18,186 | $706.0K | 0.00% | −705−3.7% | Reduced |
| Mercer Global Advisors Inc | 18,424 | $715.0K | 0.00% | −307−1.6% | Reduced |
| Voloridge Investment Management, LLC | 18,444 | $716.0K | 0.00% | −129,076−87.5% | Reduced |
| Pinkerton Retirement Specialists, LLC | 18,688 | $725.0K | 0.28% | +18,688 | New |
| Private Advisory Group LLC | 18,913 | $734.0K | 0.17% | −2,620−12.2% | Reduced |
| MAI Capital Management | 19,492 | $756.0K | 0.01% | +19,492 | New |
| Venture Visionary Partners LLC | 19,598 | $760.0K | 0.06% | +7,947+68.2% | Added |
| GWM Advisors LLC | 19,878 | $771.0K | 0.01% | +12,590+172.7% | Added |
| Point72 Hong Kong Ltd | 19,948 | $774.0K | 0.05% | +19,948 | New |
| Vestcor Inc | 20,049 | $778.0K | 0.03% | +17,294+627.7% | Added |
| XML Financial, LLC | 20,150 | $782.0K | 0.11% | 00.0% | Unchanged |
| DCM Advisors, LLC | 21,000 | $814.8K | 0.41% | +8,500+68.0% | Added |
| Brookstone Capital Management | 20,812 | $846.0K | 0.02% | −55,373−72.7% | Reduced |
| Signaturefd, LLC | 22,274 | $864.0K | 0.03% | +420+1.9% | Added |
| Legal Advantage Investments, Inc. | 22,368 | $868.0K | 0.81% | +20.0% | Added |
| LMR Partners LLP | 22,392 | $869.0K | 0.02% | +12,393+123.9% | Added |
| Xponance, Inc. | 22,539 | $875.0K | 0.02% | −1,381−5.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 22,767 | $883.0K | 0.00% | +5,280+30.2% | Added |
| ProShare Advisors LLC | 22,900 | $889.0K | 0.00% | −2,391−9.5% | Reduced |
| M&T Bank Corp | 22,957 | $889.0K | 0.00% | +67+0.3% | Added |
| Corient Capital Partners, LLC | 26,512 | $902.0K | 0.07% | +1,923+7.8% | Added |
| Belpointe Asset Management LLC | 24,023 | $932.0K | 0.06% | −2,998−11.1% | Reduced |
| Abacus Planning Group, Inc. | 24,777 | $961.0K | 0.29% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 24,797 | $962.0K | 0.06% | −21,423−46.4% | Reduced |
| Centiva Capital, LP | 24,824 | $963.0K | 0.07% | +24,824 | New |
| Ritholtz Wealth Management | 25,467 | $988.0K | 0.05% | +25,467 | New |
| GPS Wealth Strategies Group, LLC | 25,629 | $994.0K | 0.25% | −694−2.6% | Reduced |
| Winton Group Ltd | 25,673 | $996.0K | 0.07% | −10,077−28.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 25,705 | $997.0K | 0.01% | +1,585+6.6% | Added |
| Stephens Inc | 25,743 | $999.0K | 0.02% | −1,538−5.6% | Reduced |
| State of Alaska, Department of Revenue | 26,090 | $1.01M | 0.01% | −2,815−9.7% | Reduced |
| Neuberger Berman Group LLC | 25,076 | $1.03M | 0.00% | +5,794+30.0% | Added |
| Kendall Capital Management | 26,690 | $1.04M | 0.60% | +4,305+19.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 27,152 | $1.05M | 0.03% | −6,508−19.3% | Reduced |
| NJ State Employees Deferred Compensation Plan | 28,000 | $1.09M | 0.19% | 00.0% | Unchanged |
| Westpac Banking Corp | 28,853 | $1.12M | 0.02% | −3,412−10.6% | Reduced |
| Public Employees Retirement Association of Colorado | 28,865 | $1.12M | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 29,113 | $1.13M | 0.01% | +16,024+122.4% | Added |
| Waterfront Wealth Inc. | 25,228 | $1.14M | 0.43% | +1,236+5.2% | Added |
| DekaBank Deutsche Girozentrale | 29,400 | $1.14M | 0.00% | +29,400 | New |
| Hartford Investment Management Co | 29,474 | $1.14M | 0.04% | +6,415+27.8% | Added |
| JustInvest LLC | 29,552 | $1.15M | 0.05% | −209−0.7% | Reduced |
| MorganRosel Wealth Management, LLC | 30,339 | $1.18M | 0.59% | +30,339 | New |
| Federated Hermes, Inc. | 30,408 | $1.18M | 0.00% | −3,267−9.7% | Reduced |
| IFG Advisory, LLC | 30,902 | $1.20M | 0.11% | −32−0.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 31,155 | $1.21M | 0.01% | +31,155 | New |
| New Mexico Educational Retirement Board | 31,600 | $1.23M | 0.07% | 00.0% | Unchanged |
| Mariner, LLC | 31,906 | $1.24M | 0.00% | +4,170+15.0% | Added |
| DGS Capital Management, LLC | 33,263 | $1.29M | 0.86% | +3,626+12.2% | Added |
| Cambria Investment Management, L.P. | 33,728 | $1.31M | 0.14% | −139,212−80.5% | Reduced |
| The PNC Financial Services Group, Inc. | 33,755 | $1.31M | 0.00% | −1,751−4.9% | Reduced |
| Convergence Investment Partners, LLC | 34,230 | $1.33M | 0.87% | −227−0.7% | Reduced |
| Sigma Planning Corp | 34,781 | $1.35M | 0.05% | −3,305−8.7% | Reduced |
| Advisor Partners II, LLC | 34,881 | $1.35M | 0.10% | +34,881 | New |
| Aviance Capital Partners, LLC | 35,378 | $1.37M | 0.34% | −12,606−26.3% | Reduced |
| APG Asset Management N.V. | 36,100 | $1.43M | 0.00% | +2,200+6.5% | Added |