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 |
|---|---|---|---|---|---|
| Wedge Capital Management L L P | 793,012 | $32.5M | 0.52% | +45,831+6.1% | Added |
| Clearbridge Investments, LLC | 803,231 | $33.0M | 0.03% | −43,867−5.2% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 948,000 | $38.9M | 0.29% | +304,400+47.3% | Added |
| First Trust Advisors LP | 951,792 | $39.1M | 0.05% | −120,491−11.2% | Reduced |
| Nuveen Asset Management, LLC | 987,984 | $40.5M | 0.02% | +15,807+1.6% | Added |
| Victory Capital Management Inc | 1,088,348 | $44.7M | 0.05% | −3390.0% | Reduced |
| Millennium Management LLC | 1,262,294 | $51.8M | 0.06% | −10,915−0.9% | Reduced |
| Point72 Asset Management, L.P. | 1,351,560 | $55.5M | 0.21% | +189,050+16.3% | Added |
| Acadian Asset Management LLC | 1,388,970 | $57.0M | 0.28% | +1,070,194+335.7% | Added |
| Two Sigma Advisers, LP | 1,657,600 | $68.0M | 0.19% | −110,900−6.3% | Reduced |
| Northern Trust Corp | 1,726,219 | $70.8M | 0.01% | +75,347+4.6% | Added |
| Invesco Ltd. | 2,467,152 | $101.2M | 0.03% | +95,703+4.0% | Added |
| Goldman Sachs Group Inc | 2,468,972 | $101.3M | 0.03% | −192,748−7.2% | Reduced |
| AQR Capital Management LLC | 2,504,307 | $102.8M | 0.23% | +973,311+63.6% | Added |
| Bank of New York Mellon Corp | 2,581,019 | $105.9M | 0.02% | −216,875−7.8% | Reduced |
| Geode Capital Management, LLC | 2,686,124 | $110.2M | 0.02% | +46,455+1.8% | Added |
| LSV Asset Management | 2,920,177 | $119.8M | 0.26% | −181,136−5.8% | Reduced |
| Viking Global Investors LPSuperinvestorViking Global Investors | 3,431,274 | $140.8M | 0.70% | −1,643,384−32.4% | Reduced |
| Donald Smith & Co., Inc. | 3,806,379 | $156.2M | 6.11% | −545,203−12.5% | Reduced |
| Morgan Stanley | 3,948,970 | $162.0M | 0.02% | −2,955−0.1% | Reduced |
| Charles Schwab Investment Management Inc | 4,808,096 | $197.3M | 0.06% | +192,558+4.2% | Added |
| State Street Corp | 6,998,881 | $287.2M | 0.02% | +129,132+1.9% | Added |
| Dimensional Fund Advisors LP | 8,384,061 | $344.0M | 0.12% | −361,390−4.1% | Reduced |
| Norges Bank | 10,393,936 | $426.5M | 0.10% | −209,369−2.0% | Reduced |
| FMR LLC | 17,801,882 | $730.4M | 0.07% | −179,049−1.0% | Reduced |
| Vanguard Group Inc | 19,431,945 | $797.3M | 0.02% | −171,895−0.9% | Reduced |
| BlackRock Inc. | 24,774,829 | $1.02B | 0.03% | +1,759,977+7.6% | Added |
| Sofos Investments, Inc. | 41 | – | – | +41 | New |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −1,657,618−100.0% | Sold out |
| Bain Capital Public Equity Management II, LLC | 0 | $0 | 0.00% | −939,996−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −350,000−100.0% | Sold out |
| Philadelphia Financial Management of San Francisco, LLC | 0 | $0 | 0.00% | −285,729−100.0% | Sold out |
| Azora Capital LP | 0 | $0 | 0.00% | −282,058−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −198,042−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −131,091−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −97,556−100.0% | Sold out |
| Barometer Capital Management Inc. | 0 | $0 | 0.00% | −67,100−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −47,448−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −46,612−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −44,213−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −39,949−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −24,797−100.0% | Sold out |
| DCM Advisors, LLC | 0 | $0 | 0.00% | −21,000−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −19,948−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −18,444−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −17,542−100.0% | Sold out |
| P.A.W. Capital Corp | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −10,440−100.0% | Sold out |
| Edge Capital Group, LLC | 0 | $0 | 0.00% | −10,055−100.0% | Sold out |
| Penn Mutual Asset Management, LLC | 0 | $0 | 0.00% | −9,595−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −9,098−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −9,036−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −6,026−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −5,862−100.0% | Sold out |
| Trust Investment Advisors | 0 | $0 | 0.00% | −5,750−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −5,579−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −5,551−100.0% | Sold out |
| Brown, Lisle/Cummings, Inc. | 0 | $0 | 0.00% | −5,400−100.0% | Sold out |
| Silver Oak Securities, Inc | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| De Burlo Group Inc | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Absolute Capital Management, LLC | 0 | $0 | 0.00% | −203−100.0% | Sold out |
| Hartford Financial Management Inc. | 0 | $0 | 0.00% | −176−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −147−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| EdgeRock Capital LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Balasa Dinverno & Foltz LLC | – | – | – | – | Not filed |
| Eaton Vance Management | – | – | – | – | Not filed |
| Bowling Portfolio Management LLC | – | – | – | – | Not filed |
| Corient Capital Partners, LLC | – | – | – | – | Not filed |
| Jefferies Group LLC | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |
| FourThought Financial, LLC | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |
| Covington Capital Management | – | – | – | – | Not filed |