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 |
|---|---|---|---|---|---|
| National Asset Management, Inc. | 10,907 | $423.0K | 0.01% | +10,907 | New |
| Baird Financial Group, Inc. | 10,876 | $422.0K | 0.00% | +656+6.4% | Added |
| Shelton Capital Management | 10,833 | $420.0K | 0.02% | 00.0% | Unchanged |
| Utah Retirement Systems | 10,700 | $415.0K | 0.01% | 00.0% | Unchanged |
| Pitcairn Co | 10,549 | $409.0K | 0.05% | −48−0.5% | Reduced |
| HAP Trading, LLC | 10,440 | $405.0K | 0.05% | +10,440 | New |
| Tower Research Capital LLC (TRC) | 10,122 | $393.0K | 0.01% | −3,927−28.0% | Reduced |
| Edge Capital Group, LLC | 10,055 | $390.0K | 0.03% | −10,492−51.1% | Reduced |
| HM Payson & Co | 10,030 | $389.0K | 0.01% | 00.0% | Unchanged |
| Veritable, L.P. | 10,003 | $388.0K | 0.01% | −48−0.5% | Reduced |
| Arnhold LLC | 10,000 | $388.0K | 0.05% | 00.0% | Unchanged |
| Old National Bancorp | 9,729 | $377.0K | 0.01% | +373+4.0% | Added |
| Penn Mutual Asset Management, LLC | 9,595 | $372.0K | 0.49% | +9,595 | New |
| State of Wyoming | 9,573 | $371.0K | 0.18% | +7,007+273.1% | Added |
| First Citizens Bank & Trust Co | 9,520 | $369.0K | 0.01% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 9,355 | $363.0K | 0.05% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 9,293 | $361.0K | 0.01% | −4,737−33.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 9,159 | $355.0K | 0.02% | +368+4.2% | Added |
| Flagship Harbor Advisors, LLC | 9,098 | $353.0K | 0.04% | −550−5.7% | Reduced |
| Gsa Capital Partners LLP | 9,036 | $351.0K | 0.05% | +9,036 | New |
| Advisors Asset Management, Inc. | 8,998 | $349.0K | 0.01% | +8,219+1,055.1% | Added |
| Wetherby Asset Management Inc | 8,890 | $345.0K | 0.02% | +579+7.0% | Added |
| BancorpSouth Bank | 8,879 | $345.0K | 0.04% | +8,879 | New |
| Patten Group, Inc. | 8,185 | $341.0K | 0.12% | 00.0% | Unchanged |
| Cetera Investment Advisers | 8,721 | $338.0K | 0.01% | +212+2.5% | Added |
| Mutual Advisors, LLC | 8,586 | $333.0K | 0.02% | +1,257+17.2% | Added |
| AE Wealth Management LLC | 8,462 | $328.0K | 0.00% | −2,291−21.3% | Reduced |
| CIBC Asset Management Inc | 8,380 | $325.0K | 0.00% | 00.0% | Unchanged |
| Campion Asset Management LLC | 8,225 | $319.0K | 0.34% | +1,565+23.5% | Added |
| Measured Wealth Private Client Group, LLC | 8,203 | $318.0K | 0.14% | +1,581+23.9% | Added |
| Commerce Bank | 8,108 | $314.0K | 0.00% | −3,621−30.9% | Reduced |
| Profund Advisors LLC | 7,800 | $303.0K | 0.02% | −1,626−17.3% | Reduced |
| Balentine LLC | 7,784 | $302.0K | 0.01% | +1,583+25.5% | Added |
| Essex Financial Services, Inc. | 7,623 | $296.0K | 0.04% | −290−3.7% | Reduced |
| Headinvest, LLC | 7,575 | $294.0K | 0.07% | +150+2.0% | Added |
| Private Advisor Group, LLC | 7,578 | $294.0K | 0.00% | +1,004+15.3% | Added |
| Ieq Capital, LLC | 7,503 | $291.0K | 0.01% | −305−3.9% | Reduced |
| Investors Asset Management of Georgia Inc | 7,425 | $288.0K | 0.15% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 6,763 | $288.0K | 0.12% | +6,763 | New |
| Shell Asset Management Co | 7,270 | $282.0K | 0.01% | −1,893−20.7% | Reduced |
| Ballentine Partners, LLC | 7,249 | $282.0K | 0.01% | +865+13.5% | Added |
| Dorsey & Whitney Trust CO LLC | 7,240 | $281.0K | 0.03% | −55−0.8% | Reduced |
| Lazard Asset Management LLC | 7,253 | $281.0K | 0.00% | +5,160+246.5% | Added |
| Northwestern Mutual Wealth Management Co | 7,182 | $279.0K | 0.00% | +2,964+70.3% | Added |
| Savant Capital, LLC | 7,026 | $273.0K | 0.01% | −594−7.8% | Reduced |
| Alpha Cubed Investments, LLC | 7,000 | $272.0K | 0.02% | −1,000−12.5% | Reduced |
| Engineers Gate Manager LP | 6,855 | $266.0K | 0.02% | +6,855 | New |
| J.W. Cole Advisors, Inc. | 6,782 | $263.0K | 0.02% | −198−2.8% | Reduced |
| Paragon Capital Management Ltd | 6,683 | $259.0K | 0.07% | −174−2.5% | Reduced |
| Means Investment Co., Inc. | 6,677 | $259.0K | 0.06% | +123+1.9% | Added |
| CAPROCK Group, Inc. | 6,574 | $255.0K | 0.02% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 6,580 | $255.0K | 0.62% | +3,257+98.0% | Added |
| Umb Bank N A | 6,510 | $253.0K | 0.00% | 00.0% | Unchanged |
| Regions Financial Corp | 6,465 | $251.0K | 0.00% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 6,306 | $245.0K | 0.00% | +24+0.4% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 6,225 | $242.0K | 0.09% | +6,225 | New |
| Bayesian Capital Management, LP | 6,215 | $241.0K | 0.05% | +6,215 | New |
| Exchange Traded Concepts, LLC | 6,194 | $240.0K | 0.01% | +311+5.3% | Added |
| Forum Financial Management, LP | 6,148 | $239.0K | 0.01% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 6,126 | $238.0K | 0.03% | +6,126 | New |
| Cobblestone Capital Advisors LLC | 6,068 | $235.0K | 0.02% | 00.0% | Unchanged |
| Toroso Investments, LLC | 6,026 | $234.0K | 0.01% | +6,026 | New |
| Wintrust Investments LLC | 5,932 | $230.0K | 0.03% | +5,932 | New |
| Atria Wealth Solutions, Inc. | 5,862 | $227.4K | 0.00% | −43−0.7% | Reduced |
| Quent Capital, LLC | 5,837 | $226.0K | 0.05% | +139+2.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 5,816 | $226.0K | 0.06% | +777+15.4% | Added |
| Trust Investment Advisors | 5,750 | $223.0K | 0.23% | +5,750 | New |
| Watershed Asset Management, L.L.C. | 5,710 | $222.0K | 0.29% | +5,710 | New |
| Arden Trust Co | 5,683 | $221.0K | 0.06% | +5,683 | New |
| Boston Private Wealth LLC | 5,579 | $217.0K | 0.00% | +5,579 | New |
| Coastline Trust Co | 5,570 | $216.0K | 0.03% | +5,570 | New |
| Diametric Capital, LP | 5,551 | $215.0K | 0.11% | +5,551 | New |
| Fountainhead AM, LLC | 5,539 | $215.0K | 0.11% | +5,539 | New |
| TownSquare Capital, LLC | 5,491 | $213.0K | 0.01% | +5,491 | New |
| Brown, Lisle/Cummings, Inc. | 5,400 | $209.5K | 0.12% | −1,600−22.9% | Reduced |
| Coastal Investment Advisors, Inc. | 5,297 | $206.0K | 0.05% | +5,297 | New |
| Glenview Trust Co | 5,233 | $203.0K | 0.01% | +5,233 | New |
| NorthRock Partners, LLC | 5,190 | $201.0K | 0.02% | +5,190 | New |
| FourThought Financial, LLC | 5,047 | $196.0K | 0.03% | +226+4.7% | Added |
| Nomura Asset Management Co Ltd | 4,940 | $191.7K | 0.00% | +290+6.2% | Added |
| Toth Financial Advisory Corp | 4,733 | $184.0K | 0.03% | −440−8.5% | Reduced |
| Meeder Asset Management Inc | 4,279 | $166.0K | 0.01% | −165−3.7% | Reduced |
| CWM, LLC | 4,199 | $163.0K | 0.00% | +365+9.5% | Added |
| Cambridge Trust Co | 4,017 | $156.0K | 0.01% | +17+0.4% | Added |
| IFP Advisors, Inc | 3,894 | $155.0K | 0.00% | +2,382+157.5% | Added |
| Geneos Wealth Management Inc. | 3,918 | $152.0K | 0.01% | −2,704−40.8% | Reduced |
| Proequities, Inc. | 3,722 | $144.0K | 0.01% | +198+5.6% | Added |
| Clear Street Markets LLC | 3,600 | $140.0K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 3,521 | $137.0K | 0.12% | −1,195−25.3% | Reduced |
| Fifth Third Bancorp | 3,508 | $136.0K | 0.00% | −48−1.3% | Reduced |
| JJJ Advisors Inc. | 3,278 | $136.0K | 0.04% | +211+6.9% | Added |
| HHM Wealth Advisors, LLC | 3,356 | $130.0K | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,262 | $127.0K | 0.02% | +931+39.9% | Added |
| MBM Wealth Consultants, LLC | 3,095 | $122.0K | 0.06% | +582+23.2% | Added |
| Parallel Advisors, LLC | 3,094 | $120.0K | 0.01% | +47+1.5% | Added |
| Sittner & Nelson, LLC | 3,006 | $117.0K | 0.08% | +1,006+50.3% | Added |
| West Branch Capital LLC | 2,709 | $105.0K | 0.07% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 2,614 | $101.0K | 0.00% | +2,461+1,608.5% | Added |
| Proffitt & Goodson Inc | 2,578 | $100.0K | 0.02% | +1,787+225.9% | Added |
| Sugarloaf Wealth Management, LLC | 2,416 | $94.0K | 0.02% | +458+23.4% | Added |