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 |
|---|---|---|---|---|---|
| Lingohr & Partner Asset Management GmbH | 10,600 | $431.0K | 1.21% | 00.0% | Unchanged |
| Pitcairn Co | 10,386 | $426.1K | 0.04% | −163−1.5% | Reduced |
| Advisors Asset Management, Inc. | 10,348 | $424.6K | 0.01% | +1,350+15.0% | Added |
| Arete Wealth Advisors, LLC | 15,308 | $424.2K | 0.04% | +15,308 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 10,445 | $420.4K | 0.00% | −653−5.9% | Reduced |
| Old Port Advisors | 10,244 | $420.3K | 0.16% | −100−1.0% | Reduced |
| Portman Square Capital LLP | 10,150 | $416.5K | 0.20% | +10,150 | New |
| Pathstone Family Office, LLC | 22,388 | $416.0K | 0.01% | +5,189+30.2% | Added |
| Veritable, L.P. | 10,010 | $410.7K | 0.01% | +7+0.1% | Added |
| Arnhold LLC | 10,000 | $410.3K | 0.05% | 00.0% | Unchanged |
| HM Payson & Co | 9,830 | $403.3K | 0.01% | −200−2.0% | Reduced |
| Mackenzie Financial Corp | 9,800 | $402.1K | 0.00% | −27,698−73.9% | Reduced |
| HRT Financial LP | 9,804 | $402.0K | 0.01% | −27,764−73.9% | Reduced |
| Shelton Capital Management | 9,745 | $399.8K | 0.04% | −1,088−10.0% | Reduced |
| Old National Bancorp | 9,715 | $399.0K | 0.01% | −14−0.1% | Reduced |
| First Citizens Bank & Trust Co | 9,520 | $391.0K | 0.01% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 9,450 | $387.7K | 0.16% | +9,450 | New |
| Wetherby Asset Management Inc | 9,229 | $378.7K | 0.02% | +339+3.8% | Added |
| Measured Wealth Private Client Group, LLC | 9,166 | $376.1K | 0.15% | +963+11.7% | Added |
| Bridgefront Capital, LLC | 9,112 | $373.9K | 0.26% | +9,112 | New |
| KBC Group NV | 9,000 | $370.0K | 0.00% | −4,448−33.1% | Reduced |
| BancorpSouth Bank | 8,879 | $364.3K | 0.03% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 8,858 | $363.0K | 0.13% | +2,095+31.0% | Added |
| Campion Asset Management LLC | 8,755 | $359.2K | 0.35% | +530+6.4% | Added |
| Simplex Trading, LLC | 8,654 | $355.0K | 0.02% | −3,174−26.8% | Reduced |
| Principle Wealth Partners LLC | 8,640 | $354.5K | 0.04% | −715−7.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 8,625 | $353.9K | 0.02% | −534−5.8% | Reduced |
| Diversified Trust Co | 8,512 | $349.0K | 0.01% | −2,413−22.1% | Reduced |
| Engineers Gate Manager LP | 8,420 | $345.5K | 0.02% | +1,565+22.8% | Added |
| Patten Group, Inc. | 8,185 | $335.8K | 0.11% | 00.0% | Unchanged |
| Pinkerton Retirement Specialists, LLC | 8,153 | $334.5K | 0.07% | −10,535−56.4% | Reduced |
| Balentine LLC | 8,103 | $332.5K | 0.01% | +319+4.1% | Added |
| Ieq Capital, LLC | 8,066 | $331.0K | 0.01% | +563+7.5% | Added |
| Commerce Bank | 8,058 | $330.6K | 0.00% | −50−0.6% | Reduced |
| Profund Advisors LLC | 7,967 | $326.9K | 0.02% | +167+2.1% | Added |
| J.W. Cole Advisors, Inc. | 7,920 | $325.0K | 0.02% | +1,138+16.8% | Added |
| Mutual Advisors, LLC | 7,706 | $316.2K | 0.01% | −880−10.2% | Reduced |
| Tower Research Capital LLC (TRC) | 7,576 | $311.0K | 0.01% | −2,546−25.2% | Reduced |
| State of Wyoming | 7,428 | $304.8K | 0.10% | −2,145−22.4% | Reduced |
| Investors Asset Management of Georgia Inc | 7,425 | $304.6K | 0.16% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 7,343 | $301.3K | 0.01% | +7,343 | New |
| Axq Capital, LP | 7,261 | $297.9K | 0.21% | +7,261 | New |
| Dorsey & Whitney Trust CO LLC | 7,240 | $297.1K | 0.03% | 00.0% | Unchanged |
| Savant Capital, LLC | 7,187 | $294.9K | 0.01% | +161+2.3% | Added |
| Jane Street Group, LLC | 7,020 | $288.0K | 0.00% | −43,876−86.2% | Reduced |
| Alpha Cubed Investments, LLC | 7,000 | $287.2K | 0.02% | 00.0% | Unchanged |
| Brookstone Capital Management | 6,936 | $285.4K | 0.01% | −13,876−66.7% | Reduced |
| AE Wealth Management LLC | 6,874 | $282.0K | 0.00% | −1,588−18.8% | Reduced |
| Stokes Family Office, LLC | 6,771 | $277.8K | 0.04% | +645+10.5% | Added |
| Northwestern Mutual Wealth Management Co | 6,770 | $277.8K | 0.00% | −412−5.7% | Reduced |
| D. E. Shaw & Co., Inc. | 6,742 | $276.6K | 0.00% | +6,742 | New |
| Counterpoint Mutual Funds LLC | 6,730 | $276.1K | 0.29% | +150+2.3% | Added |
| Means Investment Co., Inc. | 6,700 | $274.9K | 0.06% | +23+0.3% | Added |
| CAPROCK Group, Inc. | 6,692 | $274.6K | 0.03% | +118+1.8% | Added |
| Paragon Capital Management Ltd | 6,683 | $274.2K | 0.07% | 00.0% | Unchanged |
| GWM Advisors LLC | 7,956 | $273.3K | 0.01% | −11,922−60.0% | Reduced |
| Ballentine Partners, LLC | 6,652 | $272.9K | 0.01% | −597−8.2% | Reduced |
| TriaGen Wealth Management LLC | 6,554 | $268.9K | 0.15% | +6,554 | New |
| Teza Capital Management LLC | 6,514 | $267.3K | 0.05% | +6,514 | New |
| Umb Bank N A | 6,466 | $265.0K | 0.00% | −44−0.7% | Reduced |
| Regions Financial Corp | 6,465 | $265.0K | 0.00% | 00.0% | Unchanged |
| Headinvest, LLC | 6,405 | $262.8K | 0.06% | −1,170−15.4% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 6,225 | $255.4K | 0.08% | 00.0% | Unchanged |
| Forum Financial Management, LP | 6,148 | $252.3K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 6,069 | $249.0K | 0.05% | +232+4.0% | Added |
| Essex Financial Services, Inc. | 6,030 | $247.0K | 0.03% | −1,593−20.9% | Reduced |
| Watershed Asset Management, L.L.C. | 6,019 | $247.0K | 0.31% | +309+5.4% | Added |
| Bleakley Financial Group, LLC | 5,996 | $246.0K | 0.01% | +5,996 | New |
| Shell Asset Management Co | 6,003 | $246.0K | 0.01% | −1,267−17.4% | Reduced |
| Wintrust Investments LLC | 5,969 | $245.0K | 0.03% | +37+0.6% | Added |
| Seven Eight Capital, LP | 5,917 | $242.8K | 0.06% | +5,917 | New |
| CTC Capital Management, LLC | 5,900 | $242.1K | 0.30% | +5,900 | New |
| International Assets Investment Management, LLC | 7,567 | $242.1K | 0.03% | +7,567 | New |
| Glenview Trust Co | 5,863 | $240.6K | 0.01% | +630+12.0% | Added |
| Cobblestone Capital Advisors LLC | 5,668 | $232.6K | 0.02% | −400−6.6% | Reduced |
| TownSquare Capital, LLC | 5,594 | $229.5K | 0.01% | +103+1.9% | Added |
| Fountainhead AM, LLC | 5,583 | $229.0K | 0.10% | +44+0.8% | Added |
| Coastline Trust Co | 5,570 | $228.5K | 0.03% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 5,487 | $225.0K | 0.00% | +2,873+109.9% | Added |
| J. W. Coons Advisors, LLC | 5,445 | $223.4K | 0.07% | +5,445 | New |
| Patriot Financial Group Insurance Agency, LLC | 5,370 | $220.3K | 0.05% | −446−7.7% | Reduced |
| D.A. Davidson & Co. | 5,238 | $214.9K | 0.00% | −1,068−16.9% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,223 | $214.3K | 0.06% | +5,223 | New |
| CIBC Asset Management Inc | 5,207 | $213.6K | 0.00% | −3,173−37.9% | Reduced |
| NorthRock Partners, LLC | 5,187 | $212.8K | 0.02% | −3−0.1% | Reduced |
| Arden Trust Co | 5,186 | $212.8K | 0.04% | −497−8.7% | Reduced |
| Hanlon Investment Management, Inc. | 5,141 | $210.9K | 0.07% | +5,141 | New |
| FourThought Financial Partners, LLC | 5,088 | $208.8K | 0.03% | +5,088 | New |
| Gyon Technologies Capital Management, LP | 5,058 | $207.5K | 0.08% | −11,454−69.4% | Reduced |
| Wealthsource Partners, LLC | 4,990 | $204.7K | 0.01% | +4,990 | New |
| V Wealth Advisors LLC | 4,975 | $204.1K | 0.04% | +4,975 | New |
| Nomura Asset Management Co Ltd | 4,940 | $202.7K | 0.00% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 4,910 | $201.5K | 0.05% | −387−7.3% | Reduced |
| Toth Financial Advisory Corp | 4,733 | $194.2K | 0.03% | 00.0% | Unchanged |
| Group One Trading, L.P. | 4,363 | $179.0K | 0.01% | +4,363 | New |
| Proequities, Inc. | 4,347 | $178.4K | 0.01% | +625+16.8% | Added |
| CWM, LLC | 4,177 | $171.0K | 0.00% | −22−0.5% | Reduced |
| Erste Asset Management GmbH | 4,100 | $168.8K | 0.00% | +4,100 | New |
| Cambridge Trust Co | 4,000 | $164.0K | 0.01% | −17−0.4% | Reduced |
| MBM Wealth Consultants, LLC | 3,794 | $153.0K | 0.07% | +699+22.6% | Added |