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 |
|---|---|---|---|---|---|
| Shilanski & Associates, Inc. | 0 | $0 | 0.00% | −40,470−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −38,886−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −36,821−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −25,931−100.0% | Sold out |
| Redhawk Wealth Advisors, Inc. | 0 | $0 | 0.00% | −20,708−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −16,191−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −15,982−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −15,817−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −14,864−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −12,941−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −12,076−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −11,306−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −10,583−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −10,131−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −9,860−100.0% | Sold out |
| Evergreen Wealth Solutions, LLC | 0 | $0 | 0.00% | −9,197−100.0% | Sold out |
| Cadence Bank NA | 0 | $0 | 0.00% | −8,879−100.0% | Sold out |
| Wealthsource Partners, LLC | 0 | $0 | 0.00% | −8,603−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −8,471−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −7,702−100.0% | Sold out |
| Eads & Heald Wealth Management | 0 | $0 | 0.00% | −6,929−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −6,907−100.0% | Sold out |
| Hancock Whitney Corp | 0 | $0 | 0.00% | −6,660−100.0% | Sold out |
| Nicollet Investment Management, Inc. | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Wealth Advisors of Iowa, LLC | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Emfo, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Hanson & Doremus Investment Management | 0 | $0 | 0.00% | −3,626−100.0% | Sold out |
| C M Bidwell & Associates Ltd | 0 | $0 | 0.00% | −1,915−100.0% | Sold out |
| Retirement Group, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −475−100.0% | Sold out |
| Ahrens Investment Partners LLC | 0 | $0 | 0.00% | −340−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −340−100.0% | Sold out |
| Heritage Financial Services, LLC | 0 | $0 | 0.00% | −237−100.0% | Sold out |
| Charter Oak Capital Management, LLC | 0 | $0 | 0.00% | −226−100.0% | Sold out |
| Optimum Investment Advisors | 0 | $0 | 0.00% | −140−100.0% | Sold out |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −147−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −116−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −73−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Sentry Investment Management LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| ACG Wealth | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Dorsey Wright & Associates | – | – | – | – | Not filed |
| Advisor Partners LLC | – | – | – | – | Not filed |
| HighPoint Advisor Group LLC | – | – | – | – | Not filed |
| Coldstream Capital Management Inc | – | – | – | – | Not filed |
| Intersect Capital LLC | – | – | – | – | Not filed |
| Titus Wealth Management | – | – | – | – | Not filed |
| Fieldpoint Private Securities, LLC | – | – | – | – | Not filed |
| Private Capital Group, LLC | – | – | – | – | Not filed |
| Lake Point Wealth Management | – | – | – | – | Not filed |