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 |
|---|---|---|---|---|---|
| Barnett & Company, Inc. | 167,200 | $6.86M | 5.24% | +1,300+0.8% | Added |
| Susquehanna Fundamental Investments, LLC | 155,440 | $6.38M | 0.11% | +96,839+165.3% | Added |
| Mutual of America Capital Management LLC | 153,778 | $6.31M | 0.08% | +2,590+1.7% | Added |
| Janney Montgomery Scott LLC | 146,314 | $6.00M | 0.02% | −22,451−13.3% | Reduced |
| Cubist Systematic Strategies, LLC | 146,146 | $6.00M | 0.05% | −52,540−26.4% | Reduced |
| Algert Global LLC | 145,100 | $5.95M | 0.33% | +435+0.3% | Added |
| Dorsey Wright & Associates | 143,692 | $5.90M | 1.72% | +143,692 | New |
| Canada Pension Plan Investment Board | 137,700 | $5.65M | 0.01% | +75,400+121.0% | Added |
| Allianz Asset Management GmbH | 131,269 | $5.39M | 0.01% | +26,560+25.4% | Added |
| Nisa Investment Advisors, LLC | 128,320 | $5.26M | 0.04% | +77,020+150.1% | Added |
| Texas Permanent School Fund | 125,721 | $5.16M | 0.08% | −9,486−7.0% | Reduced |
| Lazard Asset Management LLC | 123,263 | $5.06M | 0.01% | +116,010+1,599.5% | Added |
| Comerica Bank | 121,956 | $5.01M | 0.04% | +197+0.2% | Added |
| Assetmark, Inc | 119,687 | $4.91M | 0.02% | +29,462+32.7% | Added |
| MetLife Investment Management | 117,971 | $4.84M | 0.04% | −3,018−2.5% | Reduced |
| Burney Co | 113,949 | $4.68M | 0.24% | −44,765−28.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 113,463 | $4.66M | 0.01% | +12,941+12.9% | Added |
| Public Employees Retirement System of Ohio | 110,472 | $4.53M | 0.02% | −4,885−4.2% | Reduced |
| Trexquant Investment LP | 110,224 | $4.52M | 0.13% | +96,303+691.8% | Added |
| Miller Howard Investments Inc | 110,000 | $4.51M | 0.16% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 109,968 | $4.51M | 0.02% | +2,985+2.8% | Added |
| Bank of Montreal | 107,282 | $4.41M | 0.00% | −15,472−12.6% | Reduced |
| Bridgewater Associates, LP | 107,495 | $4.41M | 0.02% | +25,826+31.6% | Added |
| BNP Paribas Arbitrage, SA | 105,650 | $4.33M | 0.01% | +44,507+72.8% | Added |
| Wealthfront Advisers LLC | 103,511 | $4.25M | 0.02% | −3,206−3.0% | Reduced |
| Yousif Capital Management, LLC | 102,559 | $4.21M | 0.06% | −1,289−1.2% | Reduced |
| Price T Rowe Associates Inc | 102,292 | $4.20M | 0.00% | +6,925+7.3% | Added |
| Jupiter Asset Management Ltd | 102,273 | $4.20M | 0.06% | +102,273 | New |
| US Bancorp | 102,228 | $4.19M | 0.01% | −9,680−8.6% | Reduced |
| Envestnet Asset Management Inc | 95,714 | $3.93M | 0.00% | −8,175−7.9% | Reduced |
| Ibex Wealth Advisors | 94,545 | $3.88M | 0.88% | +8,182+9.5% | Added |
| Hussman Strategic Advisors, Inc. | 93,000 | $3.82M | 0.62% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 90,952 | $3.73M | 0.03% | +2,862+3.2% | Added |
| Putnam Investments LLC | 90,135 | $3.70M | 0.01% | +6,675+8.0% | Added |
| Treasurer of the State of North Carolina | 86,009 | $3.53M | 0.02% | +180+0.2% | Added |
| First Horizon Advisors, Inc. | 85,743 | $3.52M | 0.13% | −20,286−19.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 84,126 | $3.45M | 0.03% | +9,587+12.9% | Added |
| Walleye Trading LLC | 83,504 | $3.43M | 0.09% | −41,938−33.4% | Reduced |
| Foundry Partners, LLC | 81,138 | $3.33M | 0.18% | −50,956−38.6% | Reduced |
| Creative Planning | 80,914 | $3.32M | 0.00% | +11,919+17.3% | Added |
| Foster & Motley Inc | 78,683 | $3.23M | 0.28% | +13,275+20.3% | Added |
| apricus wealth, LLC | 75,025 | $3.08M | 2.80% | −35,134−31.9% | Reduced |
| Deutsche Bank AG | 72,493 | $2.97M | 0.00% | +57,723+390.8% | Added |
| ExodusPoint Capital Management, LP | 70,866 | $2.91M | 0.04% | +70,866 | New |
| Mitsubishi UFJ Trust & Banking Corp | 69,785 | $2.86M | 0.01% | −2,473−3.4% | Reduced |
| Alaska Permanent Fund Corp | 69,700 | $2.86M | 0.05% | 00.0% | Unchanged |
| APG Asset Management N.V. | 69,200 | $2.84M | 0.01% | +33,100+91.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 68,377 | $2.81M | 0.07% | +68,377 | New |
| Edgestream Partners, L.P. | 68,259 | $2.80M | 0.31% | −110,715−61.9% | Reduced |
| Advisory Services Network, LLC | 66,959 | $2.75M | 0.08% | −5,461−7.5% | Reduced |
| Illinois Municipal Retirement Fund | 65,768 | $2.70M | 0.06% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 64,210 | $2.63M | 0.20% | +10,604+19.8% | Added |
| Auxier Asset Management | 63,102 | $2.59M | 0.45% | −5,215−7.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 62,400 | $2.56M | 0.29% | 00.0% | Unchanged |
| Bokf, NA | 61,060 | $2.51M | 0.05% | +1,597+2.7% | Added |
| Prana Capital Management, LP | 59,643 | $2.45M | 0.19% | −4,240−6.6% | Reduced |
| DuPont Capital Management Corp | 58,395 | $2.40M | 0.11% | −5,425−8.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 57,704 | $2.37M | 0.01% | +45,132+359.0% | Added |
| Citigroup Inc | 57,412 | $2.36M | 0.00% | −19,825−25.7% | Reduced |
| Arizona State Retirement System | 56,435 | $2.32M | 0.02% | +1,788+3.3% | Added |
| Pinebridge Investments, L.P. | 56,013 | $2.30M | 0.03% | +18,450+49.1% | Added |
| Oregon Public Employees Retirement Fund | 54,910 | $2.25M | 0.03% | +114+0.2% | Added |
| Kiwi Wealth Investments Limited Partnership | 54,866 | $2.25M | 0.15% | +54,866 | New |
| Toronto Dominion Bank | 54,500 | $2.24M | 0.00% | −41,673−43.3% | Reduced |
| STRS Ohio | 53,472 | $2.19M | 0.01% | +11,692+28.0% | Added |
| IFG Advisory, LLC | 52,833 | $2.17M | 0.22% | +21,931+71.0% | Added |
| HighTower Advisors, LLC | 52,707 | $2.16M | 0.00% | −17,476−24.9% | Reduced |
| Louisiana State Employees Retirement System | 50,100 | $2.06M | 0.06% | +100+0.2% | Added |
| Anchor Investment Management, LLC | 49,403 | $2.03M | 0.29% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 48,349 | $1.97M | 0.08% | 00.0% | Unchanged |
| State of Michigan Retirement System | 47,600 | $1.95M | 0.01% | +200+0.4% | Added |
| Pacer Advisors, Inc. | 44,755 | $1.84M | 0.01% | +44,755 | New |
| Commonwealth Equity Services, LLC | 44,029 | $1.81M | 0.00% | −5,699−11.5% | Reduced |
| Glenmede Trust Co NA | 43,223 | $1.77M | 0.01% | −5,361−11.0% | Reduced |
| Shilanski & Associates, Inc. | 42,692 | $1.75M | 0.77% | +42,692 | New |
| Sculati Wealth Management, LLC | 42,170 | $1.73M | 0.97% | −6,484−13.3% | Reduced |
| Great Diamond Partners, LLC | 42,139 | $1.73M | 0.53% | +28,885+217.9% | Added |
| Mork Capital Management, LLC | 41,510 | $1.70M | 1.31% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 41,100 | $1.69M | 0.00% | −563−1.4% | Reduced |
| Cordatus Wealth Management LLC | 40,004 | $1.64M | 2.41% | +40,004 | New |
| Janus Henderson Group PLC | 39,974 | $1.64M | 0.00% | +2,097+5.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 39,863 | $1.64M | 0.01% | +17,096+75.1% | Added |
| Pearl River Capital, LLC | 39,331 | $1.61M | 0.27% | +39,331 | New |
| Naples Global Advisors, LLC | 38,490 | $1.58M | 0.20% | −3,505−8.3% | Reduced |
| Cambria Investment Management, L.P. | 38,272 | $1.57M | 0.13% | +4,544+13.5% | Added |
| Aviance Capital Partners, LLC | 37,378 | $1.53M | 0.36% | +2,000+5.7% | Added |
| Mariner, LLC | 37,336 | $1.53M | 0.00% | +5,430+17.0% | Added |
| Investors Research Corp | 36,925 | $1.52M | 0.41% | −375−1.0% | Reduced |
| BKD Wealth Advisors, LLC | 36,311 | $1.49M | 0.05% | −2,484−6.4% | Reduced |
| Sigma Planning Corp | 36,088 | $1.48M | 0.05% | +1,307+3.8% | Added |
| EAM Global Investors LLC | 35,806 | $1.47M | 0.38% | −31,480−46.8% | Reduced |
| Convergence Investment Partners, LLC | 35,510 | $1.46M | 0.86% | +1,280+3.7% | Added |
| The PNC Financial Services Group, Inc. | 34,549 | $1.42M | 0.00% | +794+2.4% | Added |
| Winton Group Ltd | 33,734 | $1.38M | 0.09% | +8,061+31.4% | Added |
| Advisor Partners II, LLC | 33,677 | $1.38M | 0.09% | −1,204−3.5% | Reduced |
| DGS Capital Management, LLC | 32,767 | $1.34M | 0.88% | −496−1.5% | Reduced |
| New Mexico Educational Retirement Board | 31,600 | $1.30M | 0.07% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 30,848 | $1.27M | 0.01% | +16,048+108.4% | Added |
| Kingsview Wealth Management, LLC | 30,756 | $1.26M | 0.05% | −85,721−73.6% | Reduced |
| Kendall Capital Management | 30,730 | $1.26M | 0.64% | +4,040+15.1% | Added |