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 |
|---|---|---|---|---|---|
| Whittier Trust Co of Nevada Inc | 1,543 | $63.3K | 0.00% | +1,292+514.7% | Added |
| Lindbrook Capital, LLC | 1,580 | $64.8K | 0.01% | +158+11.1% | Added |
| Covestor Ltd | 1,618 | $66.0K | 0.05% | −1,903−54.0% | Reduced |
| Private Trust Co NA | 1,669 | $68.0K | 0.01% | −4−0.2% | Reduced |
| Geneos Wealth Management Inc. | 1,801 | $73.9K | 0.00% | −2,117−54.0% | Reduced |
| Founders Capital Management | 1,814 | $74.0K | 0.06% | +10+0.6% | Added |
| Centiva Capital, LP | 1,818 | $74.6K | 0.01% | −23,006−92.7% | Reduced |
| South State Corp. | 1,828 | $75.0K | 0.01% | −110−5.7% | Reduced |
| New England Capital Financial Advisors LLC | 1,904 | $76.7K | 0.05% | +1,904 | New |
| TCI Wealth Advisors, Inc. | 1,904 | $78.1K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,940 | $80.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 2,114 | $86.7K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 2,578 | $105.8K | 0.02% | 00.0% | Unchanged |
| West Branch Capital LLC | 2,709 | $111.2K | 0.07% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,927 | $114.0K | 0.00% | +1,436+96.3% | Added |
| Rockefeller Capital Management L.P. | 3,006 | $123.0K | 0.00% | +1,528+103.4% | Added |
| C M Bidwell & Associates Ltd | 3,009 | $123.5K | 0.10% | +3,009 | New |
| Sittner & Nelson, LLC | 3,013 | $123.6K | 0.08% | +7+0.2% | Added |
| Parallel Advisors, LLC | 3,056 | $125.4K | 0.01% | −38−1.2% | Reduced |
| JJJ Advisors Inc. | 3,288 | $135.3K | 0.04% | +10+0.3% | Added |
| Quadrant Capital Group LLC | 3,346 | $137.3K | 0.02% | +84+2.6% | Added |
| HHM Wealth Advisors, LLC | 3,356 | $137.7K | 0.03% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,399 | $139.5K | 0.00% | −109−3.1% | Reduced |
| IFP Advisors, Inc | 3,251 | $140.0K | 0.00% | −643−16.5% | Reduced |
| Hanson & Doremus Investment Management | 3,559 | $146.0K | 0.03% | +3,559 | New |
| Clear Street Markets LLC | 3,601 | $148.0K | 0.03% | +10.0% | Added |
| Fortis Capital Advisors, LLC | 3,644 | $149.5K | 0.09% | +3,644 | New |
| MBM Wealth Consultants, LLC | 3,794 | $153.0K | 0.07% | +699+22.6% | Added |
| Cambridge Trust Co | 4,000 | $164.0K | 0.01% | −17−0.4% | Reduced |
| Erste Asset Management GmbH | 4,100 | $168.8K | 0.00% | +4,100 | New |
| CWM, LLC | 4,177 | $171.0K | 0.00% | −22−0.5% | Reduced |
| Proequities, Inc. | 4,347 | $178.4K | 0.01% | +625+16.8% | Added |
| Group One Trading, L.P. | 4,363 | $179.0K | 0.01% | +4,363 | New |
| Toth Financial Advisory Corp | 4,733 | $194.2K | 0.03% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 4,910 | $201.5K | 0.05% | −387−7.3% | Reduced |
| Nomura Asset Management Co Ltd | 4,940 | $202.7K | 0.00% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 4,975 | $204.1K | 0.04% | +4,975 | New |
| Wealthsource Partners, LLC | 4,990 | $204.7K | 0.01% | +4,990 | New |
| Gyon Technologies Capital Management, LP | 5,058 | $207.5K | 0.08% | −11,454−69.4% | Reduced |
| FourThought Financial Partners, LLC | 5,088 | $208.8K | 0.03% | +5,088 | New |
| Hanlon Investment Management, Inc. | 5,141 | $210.9K | 0.07% | +5,141 | New |
| Arden Trust Co | 5,186 | $212.8K | 0.04% | −497−8.7% | Reduced |
| NorthRock Partners, LLC | 5,187 | $212.8K | 0.02% | −3−0.1% | Reduced |
| CIBC Asset Management Inc | 5,207 | $213.6K | 0.00% | −3,173−37.9% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,223 | $214.3K | 0.06% | +5,223 | New |
| D.A. Davidson & Co. | 5,238 | $214.9K | 0.00% | −1,068−16.9% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 5,370 | $220.3K | 0.05% | −446−7.7% | Reduced |
| J. W. Coons Advisors, LLC | 5,445 | $223.4K | 0.07% | +5,445 | New |
| Loomis Sayles & Co L P | 5,487 | $225.0K | 0.00% | +2,873+109.9% | Added |
| Coastline Trust Co | 5,570 | $228.5K | 0.03% | 00.0% | Unchanged |
| Fountainhead AM, LLC | 5,583 | $229.0K | 0.10% | +44+0.8% | Added |
| TownSquare Capital, LLC | 5,594 | $229.5K | 0.01% | +103+1.9% | Added |
| Cobblestone Capital Advisors LLC | 5,668 | $232.6K | 0.02% | −400−6.6% | Reduced |
| Glenview Trust Co | 5,863 | $240.6K | 0.01% | +630+12.0% | Added |
| International Assets Investment Management, LLC | 7,567 | $242.1K | 0.03% | +7,567 | New |
| CTC Capital Management, LLC | 5,900 | $242.1K | 0.30% | +5,900 | New |
| Seven Eight Capital, LP | 5,917 | $242.8K | 0.06% | +5,917 | New |
| Wintrust Investments LLC | 5,969 | $245.0K | 0.03% | +37+0.6% | Added |
| Shell Asset Management Co | 6,003 | $246.0K | 0.01% | −1,267−17.4% | Reduced |
| Bleakley Financial Group, LLC | 5,996 | $246.0K | 0.01% | +5,996 | New |
| Watershed Asset Management, L.L.C. | 6,019 | $247.0K | 0.31% | +309+5.4% | Added |
| Essex Financial Services, Inc. | 6,030 | $247.0K | 0.03% | −1,593−20.9% | Reduced |
| Quent Capital, LLC | 6,069 | $249.0K | 0.05% | +232+4.0% | Added |
| Forum Financial Management, LP | 6,148 | $252.3K | 0.01% | 00.0% | Unchanged |
| Edmonds Duncan Registered Investment Advisors, LLC | 6,225 | $255.4K | 0.08% | 00.0% | Unchanged |
| Headinvest, LLC | 6,405 | $262.8K | 0.06% | −1,170−15.4% | Reduced |
| Umb Bank N A | 6,466 | $265.0K | 0.00% | −44−0.7% | Reduced |
| Regions Financial Corp | 6,465 | $265.0K | 0.00% | 00.0% | Unchanged |
| Teza Capital Management LLC | 6,514 | $267.3K | 0.05% | +6,514 | New |
| TriaGen Wealth Management LLC | 6,554 | $268.9K | 0.15% | +6,554 | New |
| Ballentine Partners, LLC | 6,652 | $272.9K | 0.01% | −597−8.2% | Reduced |
| GWM Advisors LLC | 7,956 | $273.3K | 0.01% | −11,922−60.0% | Reduced |
| Paragon Capital Management Ltd | 6,683 | $274.2K | 0.07% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 6,692 | $274.6K | 0.03% | +118+1.8% | Added |
| Means Investment Co., Inc. | 6,700 | $274.9K | 0.06% | +23+0.3% | Added |
| Counterpoint Mutual Funds LLC | 6,730 | $276.1K | 0.29% | +150+2.3% | Added |
| D. E. Shaw & Co., Inc. | 6,742 | $276.6K | 0.00% | +6,742 | New |
| Northwestern Mutual Wealth Management Co | 6,770 | $277.8K | 0.00% | −412−5.7% | Reduced |
| Stokes Family Office, LLC | 6,771 | $277.8K | 0.04% | +645+10.5% | Added |
| AE Wealth Management LLC | 6,874 | $282.0K | 0.00% | −1,588−18.8% | Reduced |
| Brookstone Capital Management | 6,936 | $285.4K | 0.01% | −13,876−66.7% | Reduced |
| Alpha Cubed Investments, LLC | 7,000 | $287.2K | 0.02% | 00.0% | Unchanged |
| Jane Street Group, LLC | 7,020 | $288.0K | 0.00% | −43,876−86.2% | Reduced |
| Savant Capital, LLC | 7,187 | $294.9K | 0.01% | +161+2.3% | Added |
| Dorsey & Whitney Trust CO LLC | 7,240 | $297.1K | 0.03% | 00.0% | Unchanged |
| Axq Capital, LP | 7,261 | $297.9K | 0.21% | +7,261 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 7,343 | $301.3K | 0.01% | +7,343 | New |
| Investors Asset Management of Georgia Inc | 7,425 | $304.6K | 0.16% | 00.0% | Unchanged |
| State of Wyoming | 7,428 | $304.8K | 0.10% | −2,145−22.4% | Reduced |
| Tower Research Capital LLC (TRC) | 7,576 | $311.0K | 0.01% | −2,546−25.2% | Reduced |
| Mutual Advisors, LLC | 7,706 | $316.2K | 0.01% | −880−10.2% | Reduced |
| J.W. Cole Advisors, Inc. | 7,920 | $325.0K | 0.02% | +1,138+16.8% | Added |
| Profund Advisors LLC | 7,967 | $326.9K | 0.02% | +167+2.1% | Added |
| Commerce Bank | 8,058 | $330.6K | 0.00% | −50−0.6% | Reduced |
| Ieq Capital, LLC | 8,066 | $331.0K | 0.01% | +563+7.5% | Added |
| Balentine LLC | 8,103 | $332.5K | 0.01% | +319+4.1% | Added |
| Pinkerton Retirement Specialists, LLC | 8,153 | $334.5K | 0.07% | −10,535−56.4% | Reduced |
| Patten Group, Inc. | 8,185 | $335.8K | 0.11% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 8,420 | $345.5K | 0.02% | +1,565+22.8% | Added |
| Diversified Trust Co | 8,512 | $349.0K | 0.01% | −2,413−22.1% | Reduced |