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 |
|---|---|---|---|---|---|
| Mariner, LLC | 31,906 | $1.24M | 0.00% | +4,170+15.0% | Added |
| New Mexico Educational Retirement Board | 31,600 | $1.23M | 0.07% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 31,155 | $1.21M | 0.01% | +31,155 | New |
| IFG Advisory, LLC | 30,902 | $1.20M | 0.11% | −32−0.1% | Reduced |
| Federated Hermes, Inc. | 30,408 | $1.18M | 0.00% | −3,267−9.7% | Reduced |
| MorganRosel Wealth Management, LLC | 30,339 | $1.18M | 0.59% | +30,339 | New |
| JustInvest LLC | 29,552 | $1.15M | 0.05% | −209−0.7% | Reduced |
| Hartford Investment Management Co | 29,474 | $1.14M | 0.04% | +6,415+27.8% | 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 |
| Kestra Advisory Services, LLC | 29,113 | $1.13M | 0.01% | +16,024+122.4% | Added |
| Public Employees Retirement Association of Colorado | 28,865 | $1.12M | 0.01% | 00.0% | Unchanged |
| Westpac Banking Corp | 28,853 | $1.12M | 0.02% | −3,412−10.6% | Reduced |
| NJ State Employees Deferred Compensation Plan | 28,000 | $1.09M | 0.19% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 27,152 | $1.05M | 0.03% | −6,508−19.3% | Reduced |
| Kendall Capital Management | 26,690 | $1.04M | 0.60% | +4,305+19.2% | Added |
| Neuberger Berman Group LLC | 25,076 | $1.03M | 0.00% | +5,794+30.0% | Added |
| State of Alaska, Department of Revenue | 26,090 | $1.01M | 0.01% | −2,815−9.7% | Reduced |
| Stephens Inc | 25,743 | $999.0K | 0.02% | −1,538−5.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 25,705 | $997.0K | 0.01% | +1,585+6.6% | Added |
| Winton Group Ltd | 25,673 | $996.0K | 0.07% | −10,077−28.2% | Reduced |
| GPS Wealth Strategies Group, LLC | 25,629 | $994.0K | 0.25% | −694−2.6% | Reduced |
| Ritholtz Wealth Management | 25,467 | $988.0K | 0.05% | +25,467 | New |
| Centiva Capital, LP | 24,824 | $963.0K | 0.07% | +24,824 | New |
| AlphaCrest Capital Management LLC | 24,797 | $962.0K | 0.06% | −21,423−46.4% | Reduced |
| Abacus Planning Group, Inc. | 24,777 | $961.0K | 0.29% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 24,023 | $932.0K | 0.06% | −2,998−11.1% | Reduced |
| Corient Capital Partners, LLC | 26,512 | $902.0K | 0.07% | +1,923+7.8% | 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 |
| Cambridge Investment Research Advisors, Inc. | 22,767 | $883.0K | 0.00% | +5,280+30.2% | Added |
| Xponance, Inc. | 22,539 | $875.0K | 0.02% | −1,381−5.8% | Reduced |
| LMR Partners LLP | 22,392 | $869.0K | 0.02% | +12,393+123.9% | Added |
| Legal Advantage Investments, Inc. | 22,368 | $868.0K | 0.81% | +20.0% | Added |
| Signaturefd, LLC | 22,274 | $864.0K | 0.03% | +420+1.9% | Added |
| Brookstone Capital Management | 20,812 | $846.0K | 0.02% | −55,373−72.7% | Reduced |
| DCM Advisors, LLC | 21,000 | $814.8K | 0.41% | +8,500+68.0% | Added |
| XML Financial, LLC | 20,150 | $782.0K | 0.11% | 00.0% | Unchanged |
| Vestcor Inc | 20,049 | $778.0K | 0.03% | +17,294+627.7% | Added |
| Point72 Hong Kong Ltd | 19,948 | $774.0K | 0.05% | +19,948 | New |
| GWM Advisors LLC | 19,878 | $771.0K | 0.01% | +12,590+172.7% | Added |
| Venture Visionary Partners LLC | 19,598 | $760.0K | 0.06% | +7,947+68.2% | Added |
| MAI Capital Management | 19,492 | $756.0K | 0.01% | +19,492 | New |
| Private Advisory Group LLC | 18,913 | $734.0K | 0.17% | −2,620−12.2% | Reduced |
| Pinkerton Retirement Specialists, LLC | 18,688 | $725.0K | 0.28% | +18,688 | New |
| Voloridge Investment Management, LLC | 18,444 | $716.0K | 0.00% | −129,076−87.5% | Reduced |
| Mercer Global Advisors Inc | 18,424 | $715.0K | 0.00% | −307−1.6% | Reduced |
| United Capital Financial Advisers, LLC | 18,186 | $706.0K | 0.00% | −705−3.7% | Reduced |
| United Services Automobile Association | 18,060 | $701.0K | 0.02% | −3,811−17.4% | Reduced |
| First Republic Investment Management, Inc. | 17,954 | $697.0K | 0.00% | −501−2.7% | Reduced |
| Atlas Capital Advisors LLC | 17,922 | $695.4K | 0.13% | +10+0.1% | Added |
| Natixis Advisors, L.P. | 17,811 | $691.0K | 0.00% | +1,484+9.1% | Added |
| Jefferies Group LLC | 17,600 | $682.9K | 0.02% | +17,600 | New |
| Echo Street Capital Management LLC | 17,542 | $681.0K | 0.01% | +255+1.5% | Added |
| Pathstone Family Office, LLC | 17,199 | $677.6K | 0.01% | +4,371+34.1% | Added |
| Handelsbanken Fonder AB | 17,307 | $672.0K | 0.00% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 17,167 | $666.0K | 0.02% | −1,078−5.9% | Reduced |
| Carret Asset Management, LLC | 16,967 | $658.0K | 0.10% | −8,525−33.4% | Reduced |
| Crossmark Global Holdings, Inc. | 16,638 | $645.0K | 0.02% | −850−4.9% | Reduced |
| Greenleaf Trust | 16,606 | $644.0K | 0.01% | +503+3.1% | Added |
| Gyon Technologies Capital Management, LP | 16,512 | $641.0K | 0.20% | −17,158−51.0% | Reduced |
| Evergreen Capital Management LLC | 16,493 | $640.0K | 0.03% | +1,371+9.1% | Added |
| Scotia Capital Inc. | 16,445 | $638.0K | 0.01% | −311−1.9% | Reduced |
| Verition Fund Management LLC | 16,395 | $636.0K | 0.01% | +9,644+142.9% | Added |
| Oberweis Asset Management Inc | 15,900 | $617.0K | 0.14% | +15,900 | New |
| Coombe, Bender & Co LLC | 15,337 | $595.0K | 0.53% | −300−1.9% | Reduced |
| National Bank of Canada | 15,085 | $586.0K | 0.00% | +5,822+62.9% | 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 |
| Twelve Points Wealth Management LLC | 14,871 | $577.0K | 0.45% | +1,005+7.2% | Added |
| 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 |
| Dumont & Blake Investment Advisors LLC | 14,732 | $572.0K | 0.21% | −1,272−7.9% | Reduced |
| Pictet Asset Management SA | 14,586 | $566.0K | 0.00% | +1,286+9.7% | Added |
| Neumann Capital Management, LLC | 14,183 | $550.0K | 0.28% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 14,126 | $548.0K | 0.02% | +4,832+52.0% | Added |
| Trexquant Investment LP | 13,921 | $540.0K | 0.02% | −44,978−76.4% | Reduced |
| Cetera Advisor Networks LLC | 13,671 | $530.0K | 0.01% | −3,122−18.6% | Reduced |
| MML Investors Services, LLC | 13,632 | $529.0K | 0.00% | +727+5.6% | Added |
| ARGI Investment Services, LLC | 13,570 | $527.0K | 0.02% | −636−4.5% | Reduced |
| KBC Group NV | 13,448 | $522.0K | 0.00% | +3,196+31.2% | Added |
| Great Diamond Partners, LLC | 13,254 | $514.0K | 0.18% | +1,347+11.3% | Added |
| Weiss Multi-Strategy Advisers LLC | 12,887 | $500.0K | 0.01% | +12,887 | New |
| Patten & Patten Inc | 12,771 | $496.0K | 0.05% | −100−0.8% | Reduced |
| Clarius Group, LLC | 12,735 | $494.0K | 0.05% | −1,100−8.0% | 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 |
| Relative Value Partners Group, LLC | 12,550 | $487.0K | 0.04% | −175−1.4% | 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 |
| Bessemer Group Inc | 12,263 | $475.0K | 0.00% | −553−4.3% | Reduced |
| Ethic Inc. | 11,911 | $462.0K | 0.03% | +3,171+36.3% | Added |
| Simplex Trading, LLC | 11,828 | $458.0K | 0.02% | +11,828 | New |
| Harvest Fund Management Co., Ltd | 11,729 | $456.0K | 0.13% | +854+7.9% | Added |
| 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 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 11,098 | $431.0K | 0.00% | −1,015−8.4% | Reduced |
| Old Port Advisors | 10,344 | $425.0K | 0.17% | −929−8.2% | Reduced |
| Diversified Trust Co | 10,925 | $424.0K | 0.02% | +4,750+76.9% | Added |
| Financial Advisory Service, Inc. | 10,896 | $423.0K | 0.05% | +84+0.8% | Added |