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 |
|---|---|---|---|---|---|
| Barnett & Company, Inc. | 165,900 | $6.44M | 5.68% | −7,133−4.1% | Reduced |
| Burney Co | 158,714 | $6.16M | 0.34% | +50,182+46.2% | Added |
| Mutual of America Capital Management LLC | 151,188 | $5.87M | 0.08% | −17,007−10.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 144,895 | $5.62M | 0.02% | −11,486−7.3% | Reduced |
| Algert Global LLC | 144,665 | $5.61M | 0.34% | +34,942+31.8% | Added |
| Comerica Bank | 121,759 | $5.37M | 0.05% | −11,783−8.8% | Reduced |
| Amalgamated Bank | 137,814 | $5.35M | 0.05% | −30,258−18.0% | Reduced |
| Texas Permanent School Fund | 135,207 | $5.25M | 0.08% | −10,532−7.2% | Reduced |
| Foundry Partners, LLC | 132,094 | $5.13M | 0.32% | −52,302−28.4% | Reduced |
| Cinctive Capital Management LP | 131,091 | $5.09M | 0.23% | +131,091 | New |
| Walleye Trading LLC | 125,442 | $4.87M | 0.16% | +125,442 | New |
| Bank of Montreal | 122,754 | $4.84M | 0.00% | +30,926+33.7% | Added |
| MetLife Investment Management | 120,989 | $4.69M | 0.04% | −9,769−7.5% | Reduced |
| Kingsview Wealth Management, LLC | 116,477 | $4.52M | 0.21% | +10,533+9.9% | Added |
| Brandywine Global Investment Management, LLC | 115,534 | $4.48M | 0.04% | −18,824−14.0% | Reduced |
| Public Employees Retirement System of Ohio | 115,357 | $4.48M | 0.02% | −80,299−41.0% | Reduced |
| Russell Investments Group, Ltd. | 113,321 | $4.39M | 0.01% | −135,337−54.4% | Reduced |
| US Bancorp | 111,908 | $4.34M | 0.01% | −5,846−5.0% | Reduced |
| apricus wealth, LLC | 110,159 | $4.27M | 4.24% | −5,851−5.0% | Reduced |
| Miller Howard Investments Inc | 110,000 | $4.27M | 0.18% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 109,223 | $4.24M | 0.04% | −71,517−39.6% | Reduced |
| Balasa Dinverno & Foltz LLC | 107,664 | $4.18M | 0.26% | +13,389+14.2% | Added |
| State of New Jersey Common Pension Fund D | 106,983 | $4.15M | 0.02% | −7,186−6.3% | Reduced |
| Wealthfront Advisers LLC | 106,717 | $4.14M | 0.02% | −1,572−1.5% | Reduced |
| First Horizon Advisors, Inc. | 106,029 | $4.11M | 0.16% | −7,101−6.3% | Reduced |
| Allianz Asset Management GmbH | 104,709 | $4.06M | 0.01% | +104,709 | New |
| Envestnet Asset Management Inc | 103,889 | $4.03M | 0.00% | +23,140+28.7% | Added |
| Yousif Capital Management, LLC | 103,848 | $4.03M | 0.06% | −18,896−15.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 100,522 | $3.90M | 0.01% | +36,280+56.5% | Added |
| Eaton Vance Management | 99,052 | $3.84M | 0.01% | +178+0.2% | Added |
| Ergoteles LLC | 97,556 | $3.79M | 0.13% | +79,615+443.8% | Added |
| Toronto Dominion Bank | 96,173 | $3.73M | 0.01% | +96,173 | New |
| Price T Rowe Associates Inc | 95,367 | $3.70M | 0.00% | −11,078−10.4% | Reduced |
| Hussman Strategic Advisors, Inc. | 93,000 | $3.61M | 0.62% | 00.0% | Unchanged |
| Assetmark, Inc | 90,225 | $3.50M | 0.02% | +90,225 | New |
| Teacher Retirement System of Texas | 88,090 | $3.42M | 0.02% | +55,314+168.8% | Added |
| Ibex Wealth Advisors | 86,363 | $3.35M | 0.87% | +86,363 | New |
| Treasurer of the State of North Carolina | 85,829 | $3.33M | 0.02% | +1,100+1.3% | Added |
| Putnam Investments LLC | 83,460 | $3.24M | 0.01% | −77,668−48.2% | Reduced |
| Bridgewater Associates, LP | 81,669 | $3.17M | 0.02% | −4,485−5.2% | Reduced |
| Citigroup Inc | 77,237 | $3.00M | 0.00% | +626+0.8% | Added |
| Susquehanna International Group, LLP | 74,562 | $2.89M | 0.01% | +19,043+34.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 74,539 | $2.89M | 0.03% | −5,071−6.4% | Reduced |
| Vident Investment Advisory, LLC | 80,494 | $2.82M | 0.09% | +80,494 | New |
| Advisory Services Network, LLC | 72,420 | $2.81M | 0.10% | −6,011−7.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 72,258 | $2.80M | 0.01% | −22,910−24.1% | Reduced |
| HighTower Advisors, LLC | 70,183 | $2.72M | 0.01% | −20,046−22.2% | Reduced |
| Alaska Permanent Fund Corp | 69,700 | $2.70M | 0.05% | 00.0% | Unchanged |
| Creative Planning | 68,995 | $2.68M | 0.00% | +13,124+23.5% | Added |
| Auxier Asset Management | 68,317 | $2.65M | 0.51% | −400−0.6% | Reduced |
| EAM Global Investors LLC | 67,286 | $2.61M | 0.69% | −8,856−11.6% | Reduced |
| Barometer Capital Management Inc. | 67,100 | $2.58M | 1.07% | +67,100 | New |
| Illinois Municipal Retirement Fund | 65,768 | $2.55M | 0.06% | 00.0% | Unchanged |
| Foster & Motley Inc | 65,408 | $2.54M | 0.24% | +25,164+62.5% | Added |
| Prana Capital Management, LP | 63,883 | $2.48M | 0.17% | −13,184−17.1% | Reduced |
| DuPont Capital Management Corp | 63,820 | $2.48M | 0.15% | +46,352+265.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 62,400 | $2.42M | 0.30% | −12,800−17.0% | Reduced |
| Canada Pension Plan Investment Board | 62,300 | $2.42M | 0.00% | +54,100+659.8% | Added |
| BNP Paribas Arbitrage, SA | 61,143 | $2.37M | 0.01% | −2,512−3.9% | Reduced |
| Bokf, NA | 59,463 | $2.31M | 0.05% | −7,112−10.7% | Reduced |
| Susquehanna Fundamental Investments, LLC | 58,601 | $2.27M | 0.04% | +58,601 | New |
| Oregon Public Employees Retirement Fund | 54,796 | $2.13M | 0.03% | −4,196−7.1% | Reduced |
| Arizona State Retirement System | 54,647 | $2.12M | 0.02% | −760−1.4% | Reduced |
| Quantinno Capital Management LP | 53,606 | $2.08M | 0.27% | +10,718+25.0% | Added |
| Nisa Investment Advisors, LLC | 51,300 | $2.02M | 0.02% | −7,260−12.4% | Reduced |
| Jane Street Group, LLC | 50,896 | $1.98M | 0.00% | −42,407−45.5% | Reduced |
| Louisiana State Employees Retirement System | 50,000 | $1.94M | 0.06% | −2,800−5.3% | Reduced |
| Commonwealth Equity Services, LLC | 49,728 | $1.93M | 0.01% | −75,932−60.4% | Reduced |
| Anchor Investment Management, LLC | 49,403 | $1.92M | 0.30% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 48,654 | $1.89M | 1.11% | −3,475−6.7% | Reduced |
| Glenmede Trust Co NA | 48,584 | $1.88M | 0.01% | +1,897+4.1% | Added |
| Ameritas Investment Partners, Inc. | 48,349 | $1.88M | 0.08% | −5,280−9.8% | Reduced |
| Oppenheimer & Co Inc | 48,022 | $1.86M | 0.04% | +1,999+4.3% | Added |
| Tudor Investment Corp Et Al | 47,448 | $1.84M | 0.05% | +47,448 | New |
| State of Michigan Retirement System | 47,400 | $1.84M | 0.01% | −3,700−7.2% | Reduced |
| Graham Capital Management, L.P. | 46,612 | $1.81M | 0.08% | +7,913+20.4% | Added |
| Quantedge Capital Pte Ltd | 44,900 | $1.74M | 0.54% | +4,900+12.3% | Added |
| Prospera Financial Services Inc | 44,213 | $1.72M | 0.09% | −872−1.9% | Reduced |
| Naples Global Advisors, LLC | 41,995 | $1.63M | 0.22% | −1,350−3.1% | Reduced |
| STRS Ohio | 41,780 | $1.62M | 0.01% | −8,030−16.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 41,663 | $1.62M | 0.00% | +41,663 | New |
| Mork Capital Management, LLC | 41,510 | $1.61M | 1.58% | 00.0% | Unchanged |
| Aviva PLC | 39,949 | $1.55M | 0.01% | −15,810−28.4% | Reduced |
| Bowling Portfolio Management LLC | 39,613 | $1.54M | 0.42% | +18,250+85.4% | Added |
| BKD Wealth Advisors, LLC | 38,795 | $1.50M | 0.06% | −260−0.7% | Reduced |
| Integrated Wealth Concepts LLC | 38,228 | $1.48M | 0.05% | −236−0.6% | Reduced |
| Janus Henderson Group PLC | 37,877 | $1.47M | 0.00% | +1,589+4.4% | Added |
| 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 |
| Mackenzie Financial Corp | 37,498 | $1.46M | 0.00% | −458,255−92.4% | Reduced |
| Investors Research Corp | 37,300 | $1.45M | 0.44% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 37,273 | $1.45M | 0.00% | −13,530−26.6% | Reduced |
| APG Asset Management N.V. | 36,100 | $1.43M | 0.00% | +2,200+6.5% | Added |
| Aviance Capital Partners, LLC | 35,378 | $1.37M | 0.34% | −12,606−26.3% | Reduced |
| Advisor Partners II, LLC | 34,881 | $1.35M | 0.10% | +34,881 | New |
| Sigma Planning Corp | 34,781 | $1.35M | 0.05% | −3,305−8.7% | Reduced |
| Convergence Investment Partners, LLC | 34,230 | $1.33M | 0.87% | −227−0.7% | Reduced |
| The PNC Financial Services Group, Inc. | 33,755 | $1.31M | 0.00% | −1,751−4.9% | Reduced |
| Cambria Investment Management, L.P. | 33,728 | $1.31M | 0.14% | −139,212−80.5% | Reduced |
| DGS Capital Management, LLC | 33,263 | $1.29M | 0.86% | +3,626+12.2% | Added |