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 |
|---|---|---|---|---|---|
| Vestmark Advisory Solutions, Inc. | 8,625 | $353.9K | 0.02% | −534−5.8% | Reduced |
| Principle Wealth Partners LLC | 8,640 | $354.5K | 0.04% | −715−7.6% | Reduced |
| Simplex Trading, LLC | 8,654 | $355.0K | 0.02% | −3,174−26.8% | Reduced |
| Campion Asset Management LLC | 8,755 | $359.2K | 0.35% | +530+6.4% | Added |
| Accurate Wealth Management, LLC | 8,858 | $363.0K | 0.13% | +2,095+31.0% | Added |
| BancorpSouth Bank | 8,879 | $364.3K | 0.03% | 00.0% | Unchanged |
| KBC Group NV | 9,000 | $370.0K | 0.00% | −4,448−33.1% | Reduced |
| Bridgefront Capital, LLC | 9,112 | $373.9K | 0.26% | +9,112 | New |
| Measured Wealth Private Client Group, LLC | 9,166 | $376.1K | 0.15% | +963+11.7% | Added |
| Wetherby Asset Management Inc | 9,229 | $378.7K | 0.02% | +339+3.8% | Added |
| Fox Run Management, L.L.C. | 9,450 | $387.7K | 0.16% | +9,450 | New |
| First Citizens Bank & Trust Co | 9,520 | $391.0K | 0.01% | 00.0% | Unchanged |
| Old National Bancorp | 9,715 | $399.0K | 0.01% | −14−0.1% | Reduced |
| Shelton Capital Management | 9,745 | $399.8K | 0.04% | −1,088−10.0% | Reduced |
| HRT Financial LP | 9,804 | $402.0K | 0.01% | −27,764−73.9% | Reduced |
| Mackenzie Financial Corp | 9,800 | $402.1K | 0.00% | −27,698−73.9% | Reduced |
| HM Payson & Co | 9,830 | $403.3K | 0.01% | −200−2.0% | Reduced |
| Arnhold LLC | 10,000 | $410.3K | 0.05% | 00.0% | Unchanged |
| Veritable, L.P. | 10,010 | $410.7K | 0.01% | +7+0.1% | Added |
| Pathstone Family Office, LLC | 22,388 | $416.0K | 0.01% | +5,189+30.2% | Added |
| Portman Square Capital LLP | 10,150 | $416.5K | 0.20% | +10,150 | New |
| Old Port Advisors | 10,244 | $420.3K | 0.16% | −100−1.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 10,445 | $420.4K | 0.00% | −653−5.9% | Reduced |
| Arete Wealth Advisors, LLC | 15,308 | $424.2K | 0.04% | +15,308 | New |
| Advisors Asset Management, Inc. | 10,348 | $424.6K | 0.01% | +1,350+15.0% | Added |
| Pitcairn Co | 10,386 | $426.1K | 0.04% | −163−1.5% | Reduced |
| Lingohr & Partner Asset Management GmbH | 10,600 | $431.0K | 1.21% | 00.0% | Unchanged |
| CenterBook Partners LP | 10,544 | $432.6K | 0.07% | +10,544 | New |
| Utah Retirement Systems | 10,700 | $439.0K | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 10,761 | $441.5K | 0.01% | −146−1.3% | Reduced |
| Beacon Pointe Advisors, LLC | 10,809 | $443.5K | 0.01% | −1,682−13.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 10,884 | $446.6K | 0.07% | +10,884 | New |
| Baird Financial Group, Inc. | 10,937 | $448.0K | 0.00% | +61+0.6% | Added |
| Financial Advisory Service, Inc. | 10,986 | $450.7K | 0.05% | +90+0.8% | Added |
| Bessemer Group Inc | 11,060 | $454.0K | 0.00% | −1,203−9.8% | Reduced |
| Verition Fund Management LLC | 11,218 | $460.3K | 0.01% | −5,177−31.6% | Reduced |
| Eqis Capital Management, Inc. | 11,381 | $467.0K | 0.05% | +11,381 | New |
| Zacks Investment Management | 11,572 | $474.8K | 0.01% | −94−0.8% | Reduced |
| Prudential PLC | 11,802 | $484.2K | 0.01% | +11,802 | New |
| Gotham Asset Management, LLC | 12,008 | $492.7K | 0.01% | −2,118−15.0% | Reduced |
| SG Americas Securities, LLC | 12,121 | $497.0K | 0.01% | +2,828+30.4% | Added |
| Ethic Inc. | 12,453 | $510.9K | 0.03% | +542+4.6% | Added |
| Relative Value Partners Group, LLC | 12,550 | $514.9K | 0.04% | 00.0% | Unchanged |
| Clarius Group, LLC | 12,717 | $522.0K | 0.05% | −18−0.1% | Reduced |
| Patten & Patten Inc | 12,771 | $524.0K | 0.05% | 00.0% | Unchanged |
| Cerity Partners LLC | 12,970 | $532.2K | 0.00% | +1,274+10.9% | Added |
| Kestra Advisory Services, LLC | 13,235 | $543.0K | 0.00% | −15,878−54.5% | Reduced |
| ARGI Investment Services, LLC | 13,612 | $558.0K | 0.02% | +42+0.3% | Added |
| Coldstream Capital Management Inc | 13,839 | $567.8K | 0.02% | +13,839 | New |
| Dumont & Blake Investment Advisors LLC | 13,847 | $568.0K | 0.20% | −885−6.0% | Reduced |
| Cetera Advisor Networks LLC | 13,862 | $568.8K | 0.00% | +191+1.4% | Added |
| Neumann Capital Management, LLC | 13,883 | $569.6K | 0.27% | −300−2.1% | Reduced |
| Twelve Points Wealth Management LLC | 13,972 | $573.3K | 0.39% | −899−6.0% | Reduced |
| Belpointe Asset Management LLC | 14,341 | $588.4K | 0.04% | −9,682−40.3% | Reduced |
| Evergreen Capital Management LLC | 14,831 | $608.5K | 0.03% | −1,662−10.1% | Reduced |
| Vident Investment Advisory, LLC | 14,990 | $615.0K | 0.02% | −65,504−81.4% | Reduced |
| Coombe, Bender & Co LLC | 15,049 | $617.0K | 0.56% | −288−1.9% | Reduced |
| BOS Asset Management, LLC | 15,273 | $626.6K | 0.56% | +15,273 | New |
| Cetera Investment Advisers | 15,465 | $634.5K | 0.01% | +6,744+77.3% | Added |
| PDT Partners, LLC | 15,490 | $635.6K | 0.10% | +15,490 | New |
| National Bank of Canada | 15,529 | $637.0K | 0.00% | +444+2.9% | Added |
| Steward Partners Investment Advisory, LLC | 16,091 | $660.2K | 0.01% | +14,810+1,156.1% | Added |
| Scotia Capital Inc. | 16,103 | $660.7K | 0.01% | −342−2.1% | Reduced |
| Capital Fund Management S.A. | 16,123 | $661.5K | 0.01% | +16,123 | New |
| Susquehanna International Group, LLP | 16,144 | $662.4K | 0.00% | −58,418−78.3% | Reduced |
| Ossiam | 16,173 | $663.6K | 0.02% | +16,173 | New |
| Maryland State Retirement & Pension System | 16,191 | $664.3K | 0.02% | +16,191 | New |
| Carret Asset Management, LLC | 16,437 | $674.0K | 0.09% | −530−3.1% | Reduced |
| Greenleaf Trust | 16,733 | $687.0K | 0.01% | +127+0.8% | Added |
| Securian Asset Management, Inc | 17,167 | $704.4K | 0.02% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 17,307 | $710.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 17,307 | $710.1K | 0.02% | −9,845−36.3% | Reduced |
| Private Advisory Group LLC | 17,704 | $726.4K | 0.16% | −1,209−6.4% | Reduced |
| Atlas Capital Advisors LLC | 17,827 | $731.4K | 0.12% | −95−0.5% | Reduced |
| United Services Automobile Association | 17,849 | $732.0K | 0.02% | −211−1.2% | Reduced |
| United Capital Financial Advisers, LLC | 18,418 | $755.7K | 0.00% | +232+1.3% | Added |
| Redhawk Wealth Advisors, Inc. | 18,543 | $760.8K | 0.30% | +18,543 | New |
| First Republic Investment Management, Inc. | 18,649 | $765.2K | 0.00% | +695+3.9% | Added |
| MML Investors Services, LLC | 18,712 | $768.0K | 0.01% | +5,080+37.3% | Added |
| Natixis | 19,000 | $779.6K | 0.00% | +19,000 | New |
| Natixis Advisors, L.P. | 19,523 | $801.0K | 0.00% | +1,712+9.6% | Added |
| Crossmark Global Holdings, Inc. | 19,938 | $818.0K | 0.02% | +3,300+19.8% | Added |
| Vestcor Inc | 20,049 | $823.0K | 0.03% | 00.0% | Unchanged |
| XML Financial, LLC | 20,100 | $824.7K | 0.10% | −50−0.2% | Reduced |
| M&T Bank Corp | 20,795 | $853.5K | 0.00% | −2,162−9.4% | Reduced |
| Empowered Funds, LLC | 21,046 | $863.5K | 0.06% | +21,046 | New |
| Squarepoint Ops LLC | 21,241 | $871.5K | 0.01% | −87,982−80.6% | Reduced |
| Mercer Global Advisors Inc | 21,761 | $893.0K | 0.00% | +3,337+18.1% | Added |
| Signaturefd, LLC | 22,036 | $904.1K | 0.03% | −238−1.1% | Reduced |
| Legal Advantage Investments, Inc. | 22,121 | $907.6K | 0.75% | −247−1.1% | Reduced |
| Neo Ivy Capital Management | 22,956 | $942.0K | 0.64% | +22,956 | New |
| Venture Visionary Partners LLC | 23,047 | $945.6K | 0.07% | +3,449+17.6% | Added |
| Bayesian Capital Management, LP | 23,615 | $968.9K | 0.14% | +17,400+280.0% | Added |
| Ritholtz Wealth Management | 24,144 | $990.6K | 0.06% | −1,323−5.2% | Reduced |
| Pictet Asset Management SA | 24,324 | $998.0K | 0.00% | +9,738+66.8% | Added |
| Stephens Inc | 24,330 | $998.3K | 0.02% | −1,413−5.5% | Reduced |
| Waterfront Wealth Inc. | 24,069 | $1.00M | 0.34% | −1,159−4.6% | Reduced |
| Abacus Planning Group, Inc. | 24,581 | $1.01M | 0.28% | −196−0.8% | Reduced |
| State of Wisconsin Investment Board | 24,932 | $1.02M | 0.00% | −12,341−33.1% | Reduced |
| Westpac Banking Corp | 24,955 | $1.02M | 0.02% | −3,898−13.5% | Reduced |