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 |
|---|---|---|---|---|---|
| State of Wisconsin Investment Board | 37,273 | $1.45M | 0.00% | −13,530−26.6% | Reduced |
| Investors Research Corp | 37,300 | $1.45M | 0.44% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 37,498 | $1.46M | 0.00% | −458,255−92.4% | Reduced |
| HRT Financial LP | 37,568 | $1.46M | 0.02% | −233,009−86.1% | Reduced |
| Pinebridge Investments, L.P. | 37,563 | $1.46M | 0.02% | +4,128+12.3% | Added |
| Janus Henderson Group PLC | 37,877 | $1.47M | 0.00% | +1,589+4.4% | Added |
| Integrated Wealth Concepts LLC | 38,228 | $1.48M | 0.05% | −236−0.6% | Reduced |
| BKD Wealth Advisors, LLC | 38,795 | $1.50M | 0.06% | −260−0.7% | Reduced |
| Bowling Portfolio Management LLC | 39,613 | $1.54M | 0.42% | +18,250+85.4% | Added |
| Aviva PLC | 39,949 | $1.55M | 0.01% | −15,810−28.4% | Reduced |
| Mork Capital Management, LLC | 41,510 | $1.61M | 1.58% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 41,663 | $1.62M | 0.00% | +41,663 | New |
| STRS Ohio | 41,780 | $1.62M | 0.01% | −8,030−16.1% | Reduced |
| Naples Global Advisors, LLC | 41,995 | $1.63M | 0.22% | −1,350−3.1% | Reduced |
| Prospera Financial Services Inc | 44,213 | $1.72M | 0.09% | −872−1.9% | Reduced |
| Quantedge Capital Pte Ltd | 44,900 | $1.74M | 0.54% | +4,900+12.3% | Added |
| Graham Capital Management, L.P. | 46,612 | $1.81M | 0.08% | +7,913+20.4% | Added |
| State of Michigan Retirement System | 47,400 | $1.84M | 0.01% | −3,700−7.2% | Reduced |
| Tudor Investment Corp Et Al | 47,448 | $1.84M | 0.05% | +47,448 | New |
| Oppenheimer & Co Inc | 48,022 | $1.86M | 0.04% | +1,999+4.3% | Added |
| Ameritas Investment Partners, Inc. | 48,349 | $1.88M | 0.08% | −5,280−9.8% | Reduced |
| Glenmede Trust Co NA | 48,584 | $1.88M | 0.01% | +1,897+4.1% | Added |
| Sculati Wealth Management, LLC | 48,654 | $1.89M | 1.11% | −3,475−6.7% | Reduced |
| Anchor Investment Management, LLC | 49,403 | $1.92M | 0.30% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 49,728 | $1.93M | 0.01% | −75,932−60.4% | Reduced |
| Louisiana State Employees Retirement System | 50,000 | $1.94M | 0.06% | −2,800−5.3% | Reduced |
| Jane Street Group, LLC | 50,896 | $1.98M | 0.00% | −42,407−45.5% | Reduced |
| Nisa Investment Advisors, LLC | 51,300 | $2.02M | 0.02% | −7,260−12.4% | Reduced |
| Quantinno Capital Management LP | 53,606 | $2.08M | 0.27% | +10,718+25.0% | Added |
| Arizona State Retirement System | 54,647 | $2.12M | 0.02% | −760−1.4% | Reduced |
| Oregon Public Employees Retirement Fund | 54,796 | $2.13M | 0.03% | −4,196−7.1% | Reduced |
| Susquehanna Fundamental Investments, LLC | 58,601 | $2.27M | 0.04% | +58,601 | New |
| Bokf, NA | 59,463 | $2.31M | 0.05% | −7,112−10.7% | Reduced |
| BNP Paribas Arbitrage, SA | 61,143 | $2.37M | 0.01% | −2,512−3.9% | Reduced |
| Canada Pension Plan Investment Board | 62,300 | $2.42M | 0.00% | +54,100+659.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 62,400 | $2.42M | 0.30% | −12,800−17.0% | Reduced |
| DuPont Capital Management Corp | 63,820 | $2.48M | 0.15% | +46,352+265.4% | Added |
| Prana Capital Management, LP | 63,883 | $2.48M | 0.17% | −13,184−17.1% | Reduced |
| Foster & Motley Inc | 65,408 | $2.54M | 0.24% | +25,164+62.5% | Added |
| Illinois Municipal Retirement Fund | 65,768 | $2.55M | 0.06% | 00.0% | Unchanged |
| Barometer Capital Management Inc. | 67,100 | $2.58M | 1.07% | +67,100 | New |
| EAM Global Investors LLC | 67,286 | $2.61M | 0.69% | −8,856−11.6% | Reduced |
| Auxier Asset Management | 68,317 | $2.65M | 0.51% | −400−0.6% | Reduced |
| Creative Planning | 68,995 | $2.68M | 0.00% | +13,124+23.5% | Added |
| Alaska Permanent Fund Corp | 69,700 | $2.70M | 0.05% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 70,183 | $2.72M | 0.01% | −20,046−22.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 72,258 | $2.80M | 0.01% | −22,910−24.1% | Reduced |
| Advisory Services Network, LLC | 72,420 | $2.81M | 0.10% | −6,011−7.7% | Reduced |
| Vident Investment Advisory, LLC | 80,494 | $2.82M | 0.09% | +80,494 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 74,539 | $2.89M | 0.03% | −5,071−6.4% | Reduced |
| Susquehanna International Group, LLP | 74,562 | $2.89M | 0.01% | +19,043+34.3% | Added |
| Citigroup Inc | 77,237 | $3.00M | 0.00% | +626+0.8% | Added |
| Bridgewater Associates, LP | 81,669 | $3.17M | 0.02% | −4,485−5.2% | Reduced |
| Putnam Investments LLC | 83,460 | $3.24M | 0.01% | −77,668−48.2% | Reduced |
| Treasurer of the State of North Carolina | 85,829 | $3.33M | 0.02% | +1,100+1.3% | Added |
| Ibex Wealth Advisors | 86,363 | $3.35M | 0.87% | +86,363 | New |
| Teacher Retirement System of Texas | 88,090 | $3.42M | 0.02% | +55,314+168.8% | Added |
| Assetmark, Inc | 90,225 | $3.50M | 0.02% | +90,225 | New |
| Hussman Strategic Advisors, Inc. | 93,000 | $3.61M | 0.62% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 95,367 | $3.70M | 0.00% | −11,078−10.4% | Reduced |
| Toronto Dominion Bank | 96,173 | $3.73M | 0.01% | +96,173 | New |
| Ergoteles LLC | 97,556 | $3.79M | 0.13% | +79,615+443.8% | Added |
| Eaton Vance Management | 99,052 | $3.84M | 0.01% | +178+0.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 100,522 | $3.90M | 0.01% | +36,280+56.5% | Added |
| Yousif Capital Management, LLC | 103,848 | $4.03M | 0.06% | −18,896−15.4% | Reduced |
| Envestnet Asset Management Inc | 103,889 | $4.03M | 0.00% | +23,140+28.7% | Added |
| Allianz Asset Management GmbH | 104,709 | $4.06M | 0.01% | +104,709 | New |
| First Horizon Advisors, Inc. | 106,029 | $4.11M | 0.16% | −7,101−6.3% | Reduced |
| Wealthfront Advisers LLC | 106,717 | $4.14M | 0.02% | −1,572−1.5% | Reduced |
| State of New Jersey Common Pension Fund D | 106,983 | $4.15M | 0.02% | −7,186−6.3% | Reduced |
| Balasa Dinverno & Foltz LLC | 107,664 | $4.18M | 0.26% | +13,389+14.2% | Added |
| Squarepoint Ops LLC | 109,223 | $4.24M | 0.04% | −71,517−39.6% | Reduced |
| Miller Howard Investments Inc | 110,000 | $4.27M | 0.18% | 00.0% | Unchanged |
| apricus wealth, LLC | 110,159 | $4.27M | 4.24% | −5,851−5.0% | Reduced |
| US Bancorp | 111,908 | $4.34M | 0.01% | −5,846−5.0% | Reduced |
| Russell Investments Group, Ltd. | 113,321 | $4.39M | 0.01% | −135,337−54.4% | Reduced |
| Public Employees Retirement System of Ohio | 115,357 | $4.48M | 0.02% | −80,299−41.0% | Reduced |
| Brandywine Global Investment Management, LLC | 115,534 | $4.48M | 0.04% | −18,824−14.0% | Reduced |
| Kingsview Wealth Management, LLC | 116,477 | $4.52M | 0.21% | +10,533+9.9% | Added |
| MetLife Investment Management | 120,989 | $4.69M | 0.04% | −9,769−7.5% | Reduced |
| Bank of Montreal | 122,754 | $4.84M | 0.00% | +30,926+33.7% | Added |
| Walleye Trading LLC | 125,442 | $4.87M | 0.16% | +125,442 | New |
| Cinctive Capital Management LP | 131,091 | $5.09M | 0.23% | +131,091 | New |
| Foundry Partners, LLC | 132,094 | $5.13M | 0.32% | −52,302−28.4% | Reduced |
| Texas Permanent School Fund | 135,207 | $5.25M | 0.08% | −10,532−7.2% | Reduced |
| Amalgamated Bank | 137,814 | $5.35M | 0.05% | −30,258−18.0% | Reduced |
| Comerica Bank | 121,759 | $5.37M | 0.05% | −11,783−8.8% | Reduced |
| Algert Global LLC | 144,665 | $5.61M | 0.34% | +34,942+31.8% | Added |
| Robeco Institutional Asset Management B.V. | 144,895 | $5.62M | 0.02% | −11,486−7.3% | Reduced |
| Mutual of America Capital Management LLC | 151,188 | $5.87M | 0.08% | −17,007−10.1% | Reduced |
| Burney Co | 158,714 | $6.16M | 0.34% | +50,182+46.2% | Added |
| Barnett & Company, Inc. | 165,900 | $6.44M | 5.68% | −7,133−4.1% | Reduced |
| Janney Montgomery Scott LLC | 168,765 | $6.55M | 0.03% | +21,467+14.6% | Added |
| Boston Financial Mangement LLC | 170,000 | $6.60M | 0.29% | −30,000−15.0% | Reduced |
| NewSquare Capital LLC | 170,755 | $6.63M | 0.83% | +8,426+5.2% | Added |
| Great West Life Assurance Co | 171,672 | $6.67M | 0.02% | +16,567+10.7% | Added |
| Edgestream Partners, L.P. | 178,974 | $6.94M | 0.54% | +106,199+145.9% | Added |
| Jacobs Levy Equity Management, Inc | 180,412 | $7.00M | 0.06% | −1,888,776−91.3% | Reduced |
| Royal Bank of Canada | 181,645 | $7.05M | 0.00% | +99,806+122.0% | Added |
| State Board of Administration of Florida Retirement System | 184,203 | $7.15M | 0.02% | −2,380−1.3% | Reduced |