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 |
|---|---|---|---|---|---|
| Xponance, Inc. | 25,163 | $1.03M | 0.02% | +2,624+11.6% | Added |
| Neuberger Berman Group LLC | 25,178 | $1.03M | 0.00% | +102+0.4% | Added |
| LMR Partners LLP | 25,645 | $1.05M | 0.02% | +3,253+14.5% | Added |
| Private Advisor Group, LLC | 33,183 | $1.05M | 0.05% | +25,605+337.9% | Added |
| ProShare Advisors LLC | 25,807 | $1.06M | 0.00% | +2,907+12.7% | Added |
| GPS Wealth Strategies Group, LLC | 25,938 | $1.06M | 0.32% | +309+1.2% | Added |
| State of Alaska, Department of Revenue | 26,090 | $1.07M | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 26,645 | $1.09M | 0.02% | +7,153+36.7% | Added |
| Nations Financial Group Inc, | 26,762 | $1.10M | 0.12% | +26,762 | New |
| Federated Hermes, Inc. | 26,792 | $1.10M | 0.00% | −3,616−11.9% | Reduced |
| Oppenheimer & Co Inc | 27,165 | $1.11M | 0.03% | −20,857−43.4% | Reduced |
| Aquatic Capital Management LLC | 27,800 | $1.14M | 0.08% | +27,800 | New |
| NJ State Employees Deferred Compensation Plan | 28,000 | $1.15M | 0.19% | 00.0% | Unchanged |
| Quantedge Capital Pte Ltd | 28,724 | $1.18M | 0.40% | −16,176−36.0% | Reduced |
| Integrated Wealth Concepts LLC | 28,786 | $1.18M | 0.03% | −9,442−24.7% | Reduced |
| Public Employees Retirement Association of Colorado | 28,865 | $1.18M | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 28,940 | $1.19M | 0.01% | +3,235+12.6% | Added |
| Oberweis Asset Management Inc | 29,000 | $1.19M | 0.25% | +13,100+82.4% | Added |
| DekaBank Deutsche Girozentrale | 29,400 | $1.19M | 0.00% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 29,107 | $1.19M | 0.55% | +29,107 | New |
| MorganRosel Wealth Management, LLC | 29,368 | $1.20M | 0.55% | −971−3.2% | Reduced |
| Hartford Investment Management Co | 29,474 | $1.21M | 0.04% | 00.0% | Unchanged |
| HSBC Holdings PLC | 29,574 | $1.21M | 0.00% | +29,574 | New |
| Walleye Capital LLC | 29,847 | $1.22M | 0.03% | +29,847 | New |
| Teachers Retirement System of the State of Kentucky | 30,155 | $1.24M | 0.01% | −1,000−3.2% | Reduced |
| Qube Research & Technologies Ltd | 30,265 | $1.24M | 0.01% | +30,265 | New |
| JustInvest LLC | 30,404 | $1.25M | 0.05% | +852+2.9% | Added |
| Kendall Capital Management | 30,730 | $1.26M | 0.64% | +4,040+15.1% | Added |
| Kingsview Wealth Management, LLC | 30,756 | $1.26M | 0.05% | −85,721−73.6% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 30,848 | $1.27M | 0.01% | +16,048+108.4% | Added |
| New Mexico Educational Retirement Board | 31,600 | $1.30M | 0.07% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 32,767 | $1.34M | 0.88% | −496−1.5% | Reduced |
| Advisor Partners II, LLC | 33,677 | $1.38M | 0.09% | −1,204−3.5% | Reduced |
| Winton Group Ltd | 33,734 | $1.38M | 0.09% | +8,061+31.4% | Added |
| The PNC Financial Services Group, Inc. | 34,549 | $1.42M | 0.00% | +794+2.4% | Added |
| Convergence Investment Partners, LLC | 35,510 | $1.46M | 0.86% | +1,280+3.7% | Added |
| EAM Global Investors LLC | 35,806 | $1.47M | 0.38% | −31,480−46.8% | Reduced |
| Sigma Planning Corp | 36,088 | $1.48M | 0.05% | +1,307+3.8% | Added |
| BKD Wealth Advisors, LLC | 36,311 | $1.49M | 0.05% | −2,484−6.4% | Reduced |
| Investors Research Corp | 36,925 | $1.52M | 0.41% | −375−1.0% | Reduced |
| Mariner, LLC | 37,336 | $1.53M | 0.00% | +5,430+17.0% | Added |
| Aviance Capital Partners, LLC | 37,378 | $1.53M | 0.36% | +2,000+5.7% | Added |
| Cambria Investment Management, L.P. | 38,272 | $1.57M | 0.13% | +4,544+13.5% | Added |
| Naples Global Advisors, LLC | 38,490 | $1.58M | 0.20% | −3,505−8.3% | Reduced |
| Pearl River Capital, LLC | 39,331 | $1.61M | 0.27% | +39,331 | New |
| Cambridge Investment Research Advisors, Inc. | 39,863 | $1.64M | 0.01% | +17,096+75.1% | Added |
| Janus Henderson Group PLC | 39,974 | $1.64M | 0.00% | +2,097+5.5% | Added |
| Cordatus Wealth Management LLC | 40,004 | $1.64M | 2.41% | +40,004 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 41,100 | $1.69M | 0.00% | −563−1.4% | Reduced |
| Mork Capital Management, LLC | 41,510 | $1.70M | 1.31% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 42,139 | $1.73M | 0.53% | +28,885+217.9% | Added |
| Sculati Wealth Management, LLC | 42,170 | $1.73M | 0.97% | −6,484−13.3% | Reduced |
| Shilanski & Associates, Inc. | 42,692 | $1.75M | 0.77% | +42,692 | New |
| Glenmede Trust Co NA | 43,223 | $1.77M | 0.01% | −5,361−11.0% | Reduced |
| Commonwealth Equity Services, LLC | 44,029 | $1.81M | 0.00% | −5,699−11.5% | Reduced |
| Pacer Advisors, Inc. | 44,755 | $1.84M | 0.01% | +44,755 | New |
| State of Michigan Retirement System | 47,600 | $1.95M | 0.01% | +200+0.4% | Added |
| Ameritas Investment Partners, Inc. | 48,349 | $1.97M | 0.08% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 49,403 | $2.03M | 0.29% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 50,100 | $2.06M | 0.06% | +100+0.2% | Added |
| HighTower Advisors, LLC | 52,707 | $2.16M | 0.00% | −17,476−24.9% | Reduced |
| IFG Advisory, LLC | 52,833 | $2.17M | 0.22% | +21,931+71.0% | Added |
| STRS Ohio | 53,472 | $2.19M | 0.01% | +11,692+28.0% | Added |
| Toronto Dominion Bank | 54,500 | $2.24M | 0.00% | −41,673−43.3% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 54,866 | $2.25M | 0.15% | +54,866 | New |
| Oregon Public Employees Retirement Fund | 54,910 | $2.25M | 0.03% | +114+0.2% | Added |
| Pinebridge Investments, L.P. | 56,013 | $2.30M | 0.03% | +18,450+49.1% | Added |
| Arizona State Retirement System | 56,435 | $2.32M | 0.02% | +1,788+3.3% | Added |
| Citigroup Inc | 57,412 | $2.36M | 0.00% | −19,825−25.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 57,704 | $2.37M | 0.01% | +45,132+359.0% | Added |
| DuPont Capital Management Corp | 58,395 | $2.40M | 0.11% | −5,425−8.5% | Reduced |
| Prana Capital Management, LP | 59,643 | $2.45M | 0.19% | −4,240−6.6% | Reduced |
| Bokf, NA | 61,060 | $2.51M | 0.05% | +1,597+2.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 62,400 | $2.56M | 0.29% | 00.0% | Unchanged |
| Auxier Asset Management | 63,102 | $2.59M | 0.45% | −5,215−7.6% | Reduced |
| Quantinno Capital Management LP | 64,210 | $2.63M | 0.20% | +10,604+19.8% | Added |
| Illinois Municipal Retirement Fund | 65,768 | $2.70M | 0.06% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 66,959 | $2.75M | 0.08% | −5,461−7.5% | Reduced |
| Edgestream Partners, L.P. | 68,259 | $2.80M | 0.31% | −110,715−61.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 68,377 | $2.81M | 0.07% | +68,377 | New |
| APG Asset Management N.V. | 69,200 | $2.84M | 0.01% | +33,100+91.7% | Added |
| Alaska Permanent Fund Corp | 69,700 | $2.86M | 0.05% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 69,785 | $2.86M | 0.01% | −2,473−3.4% | Reduced |
| ExodusPoint Capital Management, LP | 70,866 | $2.91M | 0.04% | +70,866 | New |
| Deutsche Bank AG | 72,493 | $2.97M | 0.00% | +57,723+390.8% | Added |
| apricus wealth, LLC | 75,025 | $3.08M | 2.80% | −35,134−31.9% | Reduced |
| Foster & Motley Inc | 78,683 | $3.23M | 0.28% | +13,275+20.3% | Added |
| Creative Planning | 80,914 | $3.32M | 0.00% | +11,919+17.3% | Added |
| Foundry Partners, LLC | 81,138 | $3.33M | 0.18% | −50,956−38.6% | Reduced |
| Walleye Trading LLC | 83,504 | $3.43M | 0.09% | −41,938−33.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 84,126 | $3.45M | 0.03% | +9,587+12.9% | Added |
| First Horizon Advisors, Inc. | 85,743 | $3.52M | 0.13% | −20,286−19.1% | Reduced |
| Treasurer of the State of North Carolina | 86,009 | $3.53M | 0.02% | +180+0.2% | Added |
| Putnam Investments LLC | 90,135 | $3.70M | 0.01% | +6,675+8.0% | Added |
| Teacher Retirement System of Texas | 90,952 | $3.73M | 0.03% | +2,862+3.2% | Added |
| Hussman Strategic Advisors, Inc. | 93,000 | $3.82M | 0.62% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 94,545 | $3.88M | 0.88% | +8,182+9.5% | Added |
| Envestnet Asset Management Inc | 95,714 | $3.93M | 0.00% | −8,175−7.9% | Reduced |
| US Bancorp | 102,228 | $4.19M | 0.01% | −9,680−8.6% | Reduced |
| Jupiter Asset Management Ltd | 102,273 | $4.20M | 0.06% | +102,273 | New |