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, Q4 2022
Institutional positions in Unum Group as of Dec 31, 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
- 528
- +45 vs. Q3 2022
- Shares held
- 169.2M
- −292.1K (−0.2%) vs. Q3 2022
- Total value
- $6.94B
- +$366.6M (+5.6%) vs. Q3 2022
- New holders
- 83
- 175 more added
- Sold out
- 38
- 189 more reduced
9 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Unum Group; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Trust Co of Vermont | 2 | $82 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 11 | $451 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 12 | $492 | 0.00% | −8−40.0% | Reduced |
| Eagle Bay Advisors LLC | 13 | $533 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 18 | $739 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 23 | $946 | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 24 | $985 | 0.00% | +24 | New |
| Financial Management Professionals, Inc. | 29 | $1.00K | 0.00% | −528−94.8% | Reduced |
| Asset Dedication, LLC | 33 | $1.00K | 0.00% | +33 | New |
| Spire Wealth Management | 16 | $1.00K | 0.00% | +16 | New |
| Washington Trust Co | 29 | $1.19K | 0.00% | −89−75.4% | Reduced |
| Tfo-TDC, LLC | 38 | $1.21K | 0.00% | +38 | New |
| My Personal CFO, LLC | 31 | $1.27K | 0.00% | +31 | New |
| BerganKDV Wealth Management, LLC | 33 | $1.37K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 37 | $1.55K | 0.00% | +37 | New |
| Harvest Fund Management Co., Ltd | 44 | $2.00K | 0.00% | −11,685−99.6% | Reduced |
| Huntington National Bank | 55 | $2.26K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 55 | $2.26K | 0.00% | +55 | New |
| Disciplined Investments, LLC | 57 | $2.34K | 0.00% | −3−5.0% | Reduced |
| Concord Wealth Partners | 58 | $2.38K | 0.00% | +58 | New |
| Beaird Harris Wealth Management, LLC | 60 | $2.46K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 68 | $2.79K | 0.00% | +17+33.3% | Added |
| Exchange Traded Concepts, LLC | 69 | $2.83K | 0.00% | −6,125−98.9% | Reduced |
| Manchester Capital Management LLC | 70 | $2.87K | 0.00% | 00.0% | Unchanged |
| EWG Elevate Inc. | 73 | $3.00K | 0.00% | +73 | New |
| Capital Advisors, Ltd. LLC | 65 | $3.00K | 0.00% | +25+62.5% | Added |
| Steward Financial Group LLC | 96 | $3.00K | 0.00% | +96 | New |
| Whittier Trust Co | 74 | $3.04K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 77 | $3.16K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 81 | $3.32K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 89 | $3.66K | 0.00% | +1+1.1% | Added |
| Farmers & Merchants Investments Inc | 92 | $3.77K | 0.00% | 00.0% | Unchanged |
| Amundi | 96 | $3.91K | 0.00% | +96 | New |
| PFG Private Wealth Management, LLC | 94 | $4.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 111 | $4.55K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 116 | $4.76K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 117 | $4.80K | 0.00% | −145−55.3% | Reduced |
| Lee Financial Co | 120 | $4.92K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 133 | $5.00K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 128 | $5.25K | 0.00% | −128−50.0% | Reduced |
| Bell Investment Advisors, Inc | 137 | $5.62K | 0.00% | +12+9.6% | Added |
| Coston, McIsaac & Partners | 170 | $6.00K | 0.00% | −57−25.1% | Reduced |
| Armstrong Advisory Group, Inc | 167 | $6.85K | 0.00% | +167 | New |
| Institutional & Family Asset Management, LLC | 176 | $7.22K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 191 | $7.82K | 0.00% | +126+193.8% | Added |
| Schubert & Co | 192 | $7.88K | 0.01% | +10+5.5% | Added |
| Accel Wealth Management | 200 | $8.21K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 216 | $8.86K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 222 | $9.12K | 0.00% | +222 | New |
| Sutton Wealth Advisors Inc. | 231 | $9.48K | 0.00% | 00.0% | Unchanged |
| Studio Investment Management LLC | 241 | $9.89K | 0.00% | +241 | New |
| Coppell Advisory Solutions LLC | 251 | $10.3K | 0.00% | +251 | New |
| Coppell Advisory Solutions Corp. | 251 | $10.3K | 0.00% | +251 | New |
| Harbour Investments, Inc. | 286 | $11.8K | 0.00% | +255+822.6% | Added |
| Quarry LP | 301 | $12.3K | 0.01% | +301 | New |
| Heritage Wealth Advisors | 304 | $12.5K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 315 | $12.9K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 326 | $13.4K | 0.00% | −12−3.6% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 328 | $13.5K | 0.00% | +328 | New |
| AdvisorNet Financial, Inc | 357 | $14.7K | 0.00% | +65+22.3% | Added |
| EverSource Wealth Advisors, LLC | 360 | $14.8K | 0.00% | −68−15.9% | Reduced |
| Bartlett & Co. LLC | 392 | $16.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 392 | $16.1K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 400 | $16.4K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 404 | $16.6K | 0.00% | −35−8.0% | Reduced |
| Rise Advisors, LLC | 407 | $16.7K | 0.01% | +3+0.7% | Added |
| MinichMacGregor Wealth Management, LLC | 423 | $17.4K | 0.01% | +423 | New |
| Money Concepts Capital Corp | 427 | $17.5K | 0.00% | +427 | New |
| Baker Avenue Asset Management, LP | 451 | $18.5K | 0.00% | +451 | New |
| Meeder Asset Management Inc | 452 | $18.5K | 0.00% | −3,827−89.4% | Reduced |
| Dark Forest Capital Management LP | 533 | $21.9K | 0.01% | +533 | New |
| FinTrust Capital Advisors, LLC | 544 | $22.3K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 560 | $23.0K | 0.00% | −90−13.8% | Reduced |
| BDO Wealth Advisors, LLC | 560 | $23.0K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 561 | $23.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 625 | $25.6K | 0.00% | −218−25.9% | Reduced |
| Tradition Wealth Management, LLC | 642 | $26.0K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 658 | $27.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 674 | $27.7K | 0.01% | −18−2.6% | Reduced |
| McIlrath & Eck, LLC | 700 | $28.7K | 0.01% | −20−2.8% | Reduced |
| Arlington Partners LLC | 774 | $31.8K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 780 | $32.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 803 | $32.9K | 0.01% | −1−0.1% | Reduced |
| Sugarloaf Wealth Management, LLC | 815 | $33.4K | 0.01% | −1,601−66.3% | Reduced |
| North Star Investment Management Corp. | 824 | $33.8K | 0.00% | +16+2.0% | Added |
| Federation des caisses Desjardins du Quebec | 879 | $36.1K | 0.00% | −300−25.4% | Reduced |
| Leonteq Securities AG | 880 | $36.1K | 0.00% | −96−9.8% | Reduced |
| Clearstead Advisors, LLC | 900 | $36.9K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 961 | $39.4K | 0.02% | +961 | New |
| Norway Savings Bank | 979 | $40.2K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,001 | $40.3K | 0.00% | +1+0.1% | Added |
| Deseret Mutual Benefit Administrators | 1,035 | $42.5K | 0.02% | −1,173−53.1% | Reduced |
| Global Retirement Partners, LLC | 1,038 | $42.6K | 0.00% | −93−8.2% | Reduced |
| Hoey Investments, Inc | 1,050 | $43.1K | 0.02% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,082 | $44.4K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 1,116 | $45.0K | 0.01% | +1,016+1,016.0% | Added |
| Tilia Fiduciary Partners, Inc. | 1,100 | $45.1K | 0.04% | +500+83.3% | Added |
| Farther Finance Advisors, LLC | 1,146 | $47.0K | 0.02% | +1,146 | New |
| Addison Advisors LLC | 1,173 | $48.1K | 0.03% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,336 | $54.8K | 0.00% | −31−2.3% | Reduced |