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 |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 102,292 | $4.20M | 0.00% | +6,925+7.3% | Added |
| Yousif Capital Management, LLC | 102,559 | $4.21M | 0.06% | −1,289−1.2% | Reduced |
| Wealthfront Advisers LLC | 103,511 | $4.25M | 0.02% | −3,206−3.0% | Reduced |
| BNP Paribas Arbitrage, SA | 105,650 | $4.33M | 0.01% | +44,507+72.8% | Added |
| Bridgewater Associates, LP | 107,495 | $4.41M | 0.02% | +25,826+31.6% | Added |
| Bank of Montreal | 107,282 | $4.41M | 0.00% | −15,472−12.6% | Reduced |
| State of New Jersey Common Pension Fund D | 109,968 | $4.51M | 0.02% | +2,985+2.8% | Added |
| Miller Howard Investments Inc | 110,000 | $4.51M | 0.16% | 00.0% | Unchanged |
| Trexquant Investment LP | 110,224 | $4.52M | 0.13% | +96,303+691.8% | Added |
| Public Employees Retirement System of Ohio | 110,472 | $4.53M | 0.02% | −4,885−4.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 113,463 | $4.66M | 0.01% | +12,941+12.9% | Added |
| Burney Co | 113,949 | $4.68M | 0.24% | −44,765−28.2% | Reduced |
| MetLife Investment Management | 117,971 | $4.84M | 0.04% | −3,018−2.5% | Reduced |
| Assetmark, Inc | 119,687 | $4.91M | 0.02% | +29,462+32.7% | Added |
| Comerica Bank | 121,956 | $5.01M | 0.04% | +197+0.2% | Added |
| Lazard Asset Management LLC | 123,263 | $5.06M | 0.01% | +116,010+1,599.5% | Added |
| Texas Permanent School Fund | 125,721 | $5.16M | 0.08% | −9,486−7.0% | Reduced |
| Nisa Investment Advisors, LLC | 128,320 | $5.26M | 0.04% | +77,020+150.1% | Added |
| Allianz Asset Management GmbH | 131,269 | $5.39M | 0.01% | +26,560+25.4% | Added |
| Canada Pension Plan Investment Board | 137,700 | $5.65M | 0.01% | +75,400+121.0% | Added |
| Dorsey Wright & Associates | 143,692 | $5.90M | 1.72% | +143,692 | New |
| Algert Global LLC | 145,100 | $5.95M | 0.33% | +435+0.3% | Added |
| Cubist Systematic Strategies, LLC | 146,146 | $6.00M | 0.05% | −52,540−26.4% | Reduced |
| Janney Montgomery Scott LLC | 146,314 | $6.00M | 0.02% | −22,451−13.3% | Reduced |
| Mutual of America Capital Management LLC | 153,778 | $6.31M | 0.08% | +2,590+1.7% | Added |
| Susquehanna Fundamental Investments, LLC | 155,440 | $6.38M | 0.11% | +96,839+165.3% | Added |
| Barnett & Company, Inc. | 167,200 | $6.86M | 5.24% | +1,300+0.8% | Added |
| Gilman Hill Asset Management, LLC | 169,460 | $6.95M | 1.43% | −58,240−25.6% | Reduced |
| Boston Financial Mangement LLC | 170,039 | $6.98M | 0.28% | +390.0% | Added |
| Amalgamated Bank | 170,604 | $7.00M | 0.06% | +32,790+23.8% | Added |
| CI Private Wealth, LLC | 170,660 | $7.00M | 0.03% | +170,660 | New |
| Barclays PLC | 170,851 | $7.01M | 0.01% | −29,189−14.6% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 171,298 | $7.03M | 0.20% | +158,411+1,229.2% | Added |
| Great West Life Assurance Co | 174,271 | $7.16M | 0.02% | +2,599+1.5% | Added |
| State Board of Administration of Florida Retirement System | 177,593 | $7.29M | 0.02% | −6,610−3.6% | Reduced |
| Jacobs Levy Equity Management, Inc | 178,155 | $7.31M | 0.05% | −2,257−1.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 183,157 | $7.51M | 0.01% | −13,605−6.9% | Reduced |
| Stifel Financial Corp | 184,404 | $7.57M | 0.01% | −32,073−14.8% | Reduced |
| NewSquare Capital LLC | 184,690 | $7.58M | 0.95% | +13,935+8.2% | Added |
| Captrust Financial Advisors | 189,484 | $7.77M | 0.04% | −46,930−19.9% | Reduced |
| Brandywine Global Investment Management, LLC | 202,791 | $8.32M | 0.06% | +87,257+75.5% | Added |
| Raymond James & Associates | 210,147 | $8.62M | 0.01% | +3,089+1.5% | Added |
| Advisor Group Holdings, Inc. | 212,846 | $8.73M | 0.02% | −27,699−11.5% | Reduced |
| Ensign Peak Advisors, Inc | 218,123 | $8.95M | 0.02% | +13,673+6.7% | Added |
| Interval Partners, LP | 219,333 | $9.00M | 0.72% | −234,506−51.7% | Reduced |
| LPL Financial LLC | 220,243 | $9.04M | 0.01% | +5,601+2.6% | Added |
| State of Tennessee, Treasury Department | 220,891 | $9.06M | 0.04% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 223,969 | $9.19M | 0.02% | +1000.0% | Added |
| Arrowstreet Capital, Limited Partnership | 227,454 | $9.33M | 0.01% | +227,454 | New |
| Ci Investments Inc. | 230,373 | $9.45M | 0.05% | −111,391−32.6% | Reduced |
| Credit Suisse AG | 240,841 | $9.88M | 0.01% | −46,202−16.1% | Reduced |
| Artemis Investment Management LLP | 246,463 | $10.2M | 0.12% | −17,029−6.5% | Reduced |
| New York State Common Retirement Fund | 255,310 | $10.5M | 0.01% | +19,079+8.1% | Added |
| Gateway Investment Advisers LLC | 255,503 | $10.5M | 0.13% | −81,985−24.3% | Reduced |
| California State Teachers Retirement System | 256,470 | $10.5M | 0.02% | +778+0.3% | Added |
| Triasima Portfolio Management inc. | 261,150 | $10.7M | 0.82% | −150.0% | Reduced |
| SEI Investments Co | 278,459 | $11.4M | 0.03% | +33,980+13.9% | Added |
| Assenagon Asset Management S.A. | 290,113 | $11.9M | 0.05% | −368,019−55.9% | Reduced |
| American International Group, Inc. | 291,363 | $12.0M | 0.08% | −5,442−1.8% | Reduced |
| Alliancebernstein L.P. | 291,970 | $12.0M | 0.01% | −270−0.1% | Reduced |
| Russell Investments Group, Ltd. | 301,125 | $12.4M | 0.03% | +187,804+165.7% | Added |
| Freemont Management S.A. | 327,500 | $13.4M | 2.14% | +118,800+56.9% | Added |
| Thrivent Financial for Lutherans | 337,519 | $13.8M | 0.04% | −344,683−50.5% | Reduced |
| Storebrand Asset Management AS | 341,226 | $14.0M | 0.08% | +133,000+63.9% | Added |
| Los Angeles Capital Management LLC | 347,329 | $14.3M | 0.07% | +47,692+15.9% | Added |
| Royal Bank of Canada | 352,557 | $14.5M | 0.00% | +170,912+94.1% | Added |
| UBS Group AG | 380,603 | $15.6M | 0.01% | −20,112−5.0% | Reduced |
| Boston Common Asset Management, LLC | 392,189 | $16.1M | 0.77% | +23,366+6.3% | Added |
| Wells Fargo & Company | 401,602 | $16.5M | 0.01% | −3,623−0.9% | Reduced |
| Voya Investment Management LLC | 414,464 | $17.0M | 0.02% | +85,572+26.0% | Added |
| Truist Financial Corp | 419,317 | $17.2M | 0.03% | +8,840+2.2% | Added |
| McGowan Group Asset Management, Inc. | 427,922 | $17.6M | 2.80% | +1,959+0.5% | Added |
| Guggenheim Capital LLC | 428,106 | $17.6M | 0.15% | −4,114−1.0% | Reduced |
| Virginia Retirement Systems Et Al | 433,100 | $17.8M | 0.19% | +66,000+18.0% | Added |
| Franklin Resources Inc | 433,427 | $17.8M | 0.01% | −8,688−2.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 436,867 | $17.9M | 0.15% | +176,474+67.8% | Added |
| UBS Asset Management Americas Inc | 441,569 | $18.1M | 0.01% | −15,238−3.3% | Reduced |
| Ameriprise Financial Inc | 453,856 | $18.6M | 0.01% | −16,439−3.5% | Reduced |
| Man Group plc | 454,778 | $18.7M | 0.07% | −40,135−8.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 464,087 | $19.0M | 0.05% | +319,192+220.3% | Added |
| Gillson Capital LP | 470,583 | $19.3M | 1.46% | +470,583 | New |
| Retirement Systems of Alabama | 473,577 | $19.4M | 0.08% | +351+0.1% | Added |
| O'Shaughnessy Asset Management, LLC | 475,767 | $19.5M | 0.32% | +17,416+3.8% | Added |
| Swiss National Bank | 482,900 | $19.8M | 0.01% | +6,000+1.3% | Added |
| American Century Companies Inc | 493,777 | $20.3M | 0.02% | +64,199+14.9% | Added |
| California Public Employees Retirement System | 498,094 | $20.4M | 0.02% | +16,165+3.4% | Added |
| JPMorgan Chase & Co | 530,846 | $21.8M | 0.00% | −130,620−19.7% | Reduced |
| Two Sigma Investments, LP | 552,996 | $22.7M | 0.07% | +328,440+146.3% | Added |
| Grace & White Inc | 560,823 | $23.0M | 4.55% | −20,929−3.6% | Reduced |
| Schroder Investment Management Group | 565,240 | $23.2M | 0.04% | +22,153+4.1% | Added |
| Legal & General Group Plc | 567,413 | $23.3M | 0.01% | +12,928+2.3% | Added |
| Citadel Advisors LLC | 574,710 | $23.6M | 0.03% | +243,140+73.3% | Added |
| Bank of America Corp | 582,134 | $23.9M | 0.00% | +68,990+13.4% | Added |
| Rhumbline Advisers | 590,443 | $24.2M | 0.03% | +13,762+2.4% | Added |
| Manufacturers Life Insurance Company, The | 607,341 | $24.9M | 0.02% | −120,315−16.5% | Reduced |
| Macquarie Group Ltd | 620,668 | $25.5M | 0.03% | −3,348−0.5% | Reduced |
| Prudential Financial Inc | 648,745 | $26.6M | 0.04% | +111,768+20.8% | Added |
| Boone Capital Management LLC | 671,530 | $27.6M | 14.14% | +671,530 | New |
| AXA S.A. | 672,100 | $27.6M | 0.10% | −173,131−20.5% | Reduced |
| Principal Financial Group Inc | 735,151 | $30.2M | 0.02% | +1830.0% | Added |