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 |
|---|---|---|---|---|---|
| JustInvest LLC | 30,404 | $1.25M | 0.05% | +852+2.9% | Added |
| Qube Research & Technologies Ltd | 30,265 | $1.24M | 0.01% | +30,265 | New |
| Teachers Retirement System of the State of Kentucky | 30,155 | $1.24M | 0.01% | −1,000−3.2% | Reduced |
| Walleye Capital LLC | 29,847 | $1.22M | 0.03% | +29,847 | New |
| HSBC Holdings PLC | 29,574 | $1.21M | 0.00% | +29,574 | New |
| Hartford Investment Management Co | 29,474 | $1.21M | 0.04% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 29,368 | $1.20M | 0.55% | −971−3.2% | Reduced |
| Affinity Investment Advisors, LLC | 29,107 | $1.19M | 0.55% | +29,107 | New |
| DekaBank Deutsche Girozentrale | 29,400 | $1.19M | 0.00% | 00.0% | Unchanged |
| Oberweis Asset Management Inc | 29,000 | $1.19M | 0.25% | +13,100+82.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 28,940 | $1.19M | 0.01% | +3,235+12.6% | Added |
| Public Employees Retirement Association of Colorado | 28,865 | $1.18M | 0.01% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 28,786 | $1.18M | 0.03% | −9,442−24.7% | Reduced |
| Quantedge Capital Pte Ltd | 28,724 | $1.18M | 0.40% | −16,176−36.0% | Reduced |
| NJ State Employees Deferred Compensation Plan | 28,000 | $1.15M | 0.19% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 27,800 | $1.14M | 0.08% | +27,800 | New |
| Oppenheimer & Co Inc | 27,165 | $1.11M | 0.03% | −20,857−43.4% | Reduced |
| Federated Hermes, Inc. | 26,792 | $1.10M | 0.00% | −3,616−11.9% | Reduced |
| Nations Financial Group Inc, | 26,762 | $1.10M | 0.12% | +26,762 | New |
| MAI Capital Management | 26,645 | $1.09M | 0.02% | +7,153+36.7% | Added |
| State of Alaska, Department of Revenue | 26,090 | $1.07M | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 25,938 | $1.06M | 0.32% | +309+1.2% | Added |
| ProShare Advisors LLC | 25,807 | $1.06M | 0.00% | +2,907+12.7% | Added |
| Private Advisor Group, LLC | 33,183 | $1.05M | 0.05% | +25,605+337.9% | Added |
| LMR Partners LLP | 25,645 | $1.05M | 0.02% | +3,253+14.5% | Added |
| Neuberger Berman Group LLC | 25,178 | $1.03M | 0.00% | +102+0.4% | Added |
| Xponance, Inc. | 25,163 | $1.03M | 0.02% | +2,624+11.6% | Added |
| Westpac Banking Corp | 24,955 | $1.02M | 0.02% | −3,898−13.5% | Reduced |
| State of Wisconsin Investment Board | 24,932 | $1.02M | 0.00% | −12,341−33.1% | Reduced |
| Abacus Planning Group, Inc. | 24,581 | $1.01M | 0.28% | −196−0.8% | Reduced |
| Waterfront Wealth Inc. | 24,069 | $1.00M | 0.34% | −1,159−4.6% | Reduced |
| Stephens Inc | 24,330 | $998.3K | 0.02% | −1,413−5.5% | Reduced |
| Pictet Asset Management SA | 24,324 | $998.0K | 0.00% | +9,738+66.8% | Added |
| Ritholtz Wealth Management | 24,144 | $990.6K | 0.06% | −1,323−5.2% | Reduced |
| Bayesian Capital Management, LP | 23,615 | $968.9K | 0.14% | +17,400+280.0% | Added |
| Venture Visionary Partners LLC | 23,047 | $945.6K | 0.07% | +3,449+17.6% | Added |
| Neo Ivy Capital Management | 22,956 | $942.0K | 0.64% | +22,956 | New |
| Legal Advantage Investments, Inc. | 22,121 | $907.6K | 0.75% | −247−1.1% | Reduced |
| Signaturefd, LLC | 22,036 | $904.1K | 0.03% | −238−1.1% | Reduced |
| Mercer Global Advisors Inc | 21,761 | $893.0K | 0.00% | +3,337+18.1% | Added |
| Squarepoint Ops LLC | 21,241 | $871.5K | 0.01% | −87,982−80.6% | Reduced |
| Empowered Funds, LLC | 21,046 | $863.5K | 0.06% | +21,046 | New |
| M&T Bank Corp | 20,795 | $853.5K | 0.00% | −2,162−9.4% | Reduced |
| XML Financial, LLC | 20,100 | $824.7K | 0.10% | −50−0.2% | Reduced |
| Vestcor Inc | 20,049 | $823.0K | 0.03% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 19,938 | $818.0K | 0.02% | +3,300+19.8% | Added |
| Natixis Advisors, L.P. | 19,523 | $801.0K | 0.00% | +1,712+9.6% | Added |
| Natixis | 19,000 | $779.6K | 0.00% | +19,000 | New |
| MML Investors Services, LLC | 18,712 | $768.0K | 0.01% | +5,080+37.3% | Added |
| First Republic Investment Management, Inc. | 18,649 | $765.2K | 0.00% | +695+3.9% | Added |
| Redhawk Wealth Advisors, Inc. | 18,543 | $760.8K | 0.30% | +18,543 | New |
| United Capital Financial Advisers, LLC | 18,418 | $755.7K | 0.00% | +232+1.3% | Added |
| United Services Automobile Association | 17,849 | $732.0K | 0.02% | −211−1.2% | Reduced |
| Atlas Capital Advisors LLC | 17,827 | $731.4K | 0.12% | −95−0.5% | Reduced |
| Private Advisory Group LLC | 17,704 | $726.4K | 0.16% | −1,209−6.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 17,307 | $710.1K | 0.02% | −9,845−36.3% | Reduced |
| Handelsbanken Fonder AB | 17,307 | $710.0K | 0.00% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 17,167 | $704.4K | 0.02% | 00.0% | Unchanged |
| Greenleaf Trust | 16,733 | $687.0K | 0.01% | +127+0.8% | Added |
| Carret Asset Management, LLC | 16,437 | $674.0K | 0.09% | −530−3.1% | Reduced |
| Maryland State Retirement & Pension System | 16,191 | $664.3K | 0.02% | +16,191 | New |
| Ossiam | 16,173 | $663.6K | 0.02% | +16,173 | New |
| Susquehanna International Group, LLP | 16,144 | $662.4K | 0.00% | −58,418−78.3% | Reduced |
| Capital Fund Management S.A. | 16,123 | $661.5K | 0.01% | +16,123 | New |
| Scotia Capital Inc. | 16,103 | $660.7K | 0.01% | −342−2.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 16,091 | $660.2K | 0.01% | +14,810+1,156.1% | Added |
| National Bank of Canada | 15,529 | $637.0K | 0.00% | +444+2.9% | Added |
| PDT Partners, LLC | 15,490 | $635.6K | 0.10% | +15,490 | New |
| Cetera Investment Advisers | 15,465 | $634.5K | 0.01% | +6,744+77.3% | Added |
| BOS Asset Management, LLC | 15,273 | $626.6K | 0.56% | +15,273 | New |
| Coombe, Bender & Co LLC | 15,049 | $617.0K | 0.56% | −288−1.9% | Reduced |
| Vident Investment Advisory, LLC | 14,990 | $615.0K | 0.02% | −65,504−81.4% | Reduced |
| Evergreen Capital Management LLC | 14,831 | $608.5K | 0.03% | −1,662−10.1% | Reduced |
| Belpointe Asset Management LLC | 14,341 | $588.4K | 0.04% | −9,682−40.3% | Reduced |
| Twelve Points Wealth Management LLC | 13,972 | $573.3K | 0.39% | −899−6.0% | Reduced |
| Neumann Capital Management, LLC | 13,883 | $569.6K | 0.27% | −300−2.1% | Reduced |
| Cetera Advisor Networks LLC | 13,862 | $568.8K | 0.00% | +191+1.4% | Added |
| Dumont & Blake Investment Advisors LLC | 13,847 | $568.0K | 0.20% | −885−6.0% | Reduced |
| Coldstream Capital Management Inc | 13,839 | $567.8K | 0.02% | +13,839 | New |
| ARGI Investment Services, LLC | 13,612 | $558.0K | 0.02% | +42+0.3% | Added |
| Kestra Advisory Services, LLC | 13,235 | $543.0K | 0.00% | −15,878−54.5% | Reduced |
| Cerity Partners LLC | 12,970 | $532.2K | 0.00% | +1,274+10.9% | Added |
| Patten & Patten Inc | 12,771 | $524.0K | 0.05% | 00.0% | Unchanged |
| Clarius Group, LLC | 12,717 | $522.0K | 0.05% | −18−0.1% | Reduced |
| Relative Value Partners Group, LLC | 12,550 | $514.9K | 0.04% | 00.0% | Unchanged |
| Ethic Inc. | 12,453 | $510.9K | 0.03% | +542+4.6% | Added |
| SG Americas Securities, LLC | 12,121 | $497.0K | 0.01% | +2,828+30.4% | Added |
| Gotham Asset Management, LLC | 12,008 | $492.7K | 0.01% | −2,118−15.0% | Reduced |
| Prudential PLC | 11,802 | $484.2K | 0.01% | +11,802 | New |
| Zacks Investment Management | 11,572 | $474.8K | 0.01% | −94−0.8% | Reduced |
| Eqis Capital Management, Inc. | 11,381 | $467.0K | 0.05% | +11,381 | New |
| Verition Fund Management LLC | 11,218 | $460.3K | 0.01% | −5,177−31.6% | Reduced |
| Bessemer Group Inc | 11,060 | $454.0K | 0.00% | −1,203−9.8% | Reduced |
| Financial Advisory Service, Inc. | 10,986 | $450.7K | 0.05% | +90+0.8% | Added |
| Baird Financial Group, Inc. | 10,937 | $448.0K | 0.00% | +61+0.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 10,884 | $446.6K | 0.07% | +10,884 | New |
| Beacon Pointe Advisors, LLC | 10,809 | $443.5K | 0.01% | −1,682−13.5% | Reduced |
| National Asset Management, Inc. | 10,761 | $441.5K | 0.01% | −146−1.3% | Reduced |
| Utah Retirement Systems | 10,700 | $439.0K | 0.01% | 00.0% | Unchanged |
| CenterBook Partners LP | 10,544 | $432.6K | 0.07% | +10,544 | New |