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 |
|---|---|---|---|---|---|
| Deseret Mutual Benefit Administrators | 2,208 | $86.0K | 0.02% | −818−27.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 2,114 | $82.0K | 0.00% | +14+0.7% | Added |
| South State Corp. | 1,938 | $75.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,940 | $75.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,904 | $74.0K | 0.01% | +17+0.9% | Added |
| Founders Capital Management | 1,804 | $70.0K | 0.06% | +10+0.6% | Added |
| Private Trust Co NA | 1,673 | $65.0K | 0.01% | +1,087+185.5% | Added |
| American Portfolios Advisors | 1,506 | $58.4K | 0.00% | +748+98.7% | Added |
| Rockefeller Capital Management L.P. | 1,478 | $57.0K | 0.00% | −12,141−89.1% | Reduced |
| Lindbrook Capital, LLC | 1,422 | $55.0K | 0.01% | +13+0.9% | Added |
| Ellevest, Inc. | 1,367 | $53.0K | 0.01% | +417+43.9% | Added |
| Global Retirement Partners, LLC | 1,131 | $52.0K | 0.00% | −45−3.8% | Reduced |
| Ronald Blue Trust, Inc. | 1,491 | $51.0K | 0.00% | +1,038+229.1% | Added |
| Steward Partners Investment Advisory, LLC | 1,281 | $50.0K | 0.00% | +58+4.7% | Added |
| Addison Advisors LLC | 1,173 | $46.0K | 0.03% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,179 | $45.7K | 0.00% | −2,285−66.0% | Reduced |
| Cranbrook Wealth Management, LLC | 1,082 | $42.0K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 1,050 | $41.0K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,000 | $39.5K | 0.00% | −17,500−94.6% | Reduced |
| Norway Savings Bank | 979 | $38.0K | 0.02% | 00.0% | Unchanged |
| Leonteq Securities AG | 976 | $37.9K | 0.00% | +1+0.1% | Added |
| Clearstead Advisors, LLC | 900 | $35.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 884 | $34.0K | 0.00% | +2+0.2% | Added |
| Allworth Financial LP | 843 | $33.0K | 0.00% | +361+74.9% | Added |
| Parkside Financial Bank & Trust | 804 | $31.0K | 0.01% | −31−3.7% | Reduced |
| North Star Investment Management Corp. | 808 | $31.0K | 0.00% | +2+0.2% | Added |
| CVA Family Office, LLC | 780 | $30.0K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 774 | $30.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 720 | $28.0K | 0.01% | −100−12.2% | Reduced |
| Glassman Wealth Services | 692 | $27.0K | 0.01% | −64−8.5% | Reduced |
| Ten Capital Wealth Advisors, LLC | 658 | $26.0K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 642 | $25.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 650 | $25.0K | 0.00% | +35+5.7% | Added |
| Tilia Fiduciary Partners, Inc. | 600 | $25.0K | 0.03% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 500 | $24.6K | 0.01% | +500 | New |
| De Burlo Group Inc | 600 | $23.3K | 0.01% | +600 | New |
| FinTrust Capital Advisors, LLC | 544 | $23.0K | 0.01% | +102+23.1% | Added |
| Blue Bell Private Wealth Management, LLC | 561 | $22.0K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 560 | $22.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 557 | $22.0K | 0.01% | +528+1,820.7% | Added |
| TD Private Client Wealth LLC | 439 | $17.0K | 0.00% | −7−1.6% | Reduced |
| EverSource Wealth Advisors, LLC | 428 | $17.0K | 0.00% | −1,564−78.5% | Reduced |
| Baldwin Brothers Inc | 400 | $16.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 404 | $16.0K | 0.01% | +4+1.0% | Added |
| Bartlett & Co. Wealth Management LLC | 392 | $15.2K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 392 | $15.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 338 | $13.0K | 0.00% | −39−10.3% | Reduced |
| Washington Trust Advisors, Inc. | 315 | $12.0K | 0.00% | −5−1.6% | Reduced |
| Heritage Wealth Advisors | 304 | $11.8K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 292 | $11.0K | 0.00% | +2+0.7% | Added |
| Whittier Trust Co of Nevada Inc | 251 | $10.0K | 0.00% | −20−7.4% | Reduced |
| Newton One Investments LLC | 256 | $10.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 262 | $10.0K | 0.00% | +216+469.6% | Added |
| Sutton Wealth Advisors Inc. | 231 | $8.96K | 0.00% | −4−1.7% | Reduced |
| Coston, McIsaac & Partners | 227 | $8.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 216 | $8.00K | 0.00% | +2+0.9% | Added |
| Accel Wealth Management | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Absolute Capital Management, LLC | 203 | $7.88K | 0.01% | +203 | New |
| Hartford Financial Management Inc. | 176 | $7.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 176 | $7.00K | 0.00% | −7−3.8% | Reduced |
| Schubert & Co | 182 | $7.00K | 0.01% | +59+48.0% | Added |
| Evoke Wealth, LLC | 147 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 125 | $5.00K | 0.00% | −39−23.8% | Reduced |
| Massmutual Trust Co FSB | 133 | $5.00K | 0.00% | −10−7.0% | Reduced |
| Washington Trust Co | 118 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 120 | $5.00K | 0.00% | +120 | New |
| DT Investment Partners, LLC | 116 | $5.00K | 0.00% | +116 | New |
| PFG Private Wealth Management, LLC | 94 | $4.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 111 | $4.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 92 | $4.00K | 0.00% | +92 | New |
| Earnest Partners LLC | 81 | $3.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 74 | $3.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 88 | $3.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 70 | $3.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 65 | $3.00K | 0.00% | +33+103.1% | Added |
| Cutler Group LP | 100 | $3.00K | 0.00% | +100 | New |
| Crewe Advisors LLC | 77 | $3.00K | 0.00% | +77 | New |
| Caldwell Trust Co | 77 | $2.99K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 55 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 60 | $2.00K | 0.00% | +2+3.4% | Added |
| Beaird Harris Wealth Management, LLC | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 40 | $2.00K | 0.00% | +40 | New |
| SJS Investment Consulting Inc. | 51 | $2.00K | 0.00% | +51 | New |
| Harbour Investments, Inc. | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 2 | $0 | 0.00% | +2 | New |
| EdgeRock Capital LLC | 2 | $0 | 0.00% | +2 | New |
| WBI Investments | 0 | $0 | 0.00% | −200,389−100.0% | Sold out |
| Impax Asset Management Group plc | 0 | $0 | 0.00% | −121,447−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −68,300−100.0% | Sold out |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −63,605−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −55,115−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −45,668−100.0% | Sold out |
| Cordatus Wealth Management LLC | 0 | $0 | 0.00% | −43,887−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −43,600−100.0% | Sold out |