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 |
|---|---|---|---|---|---|
| Fortis Capital Advisors, LLC | 3,644 | $149.5K | 0.09% | +3,644 | New |
| Clear Street Markets LLC | 3,601 | $148.0K | 0.03% | +10.0% | Added |
| Hanson & Doremus Investment Management | 3,559 | $146.0K | 0.03% | +3,559 | New |
| IFP Advisors, Inc | 3,251 | $140.0K | 0.00% | −643−16.5% | Reduced |
| Fifth Third Bancorp | 3,399 | $139.5K | 0.00% | −109−3.1% | Reduced |
| HHM Wealth Advisors, LLC | 3,356 | $137.7K | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,346 | $137.3K | 0.02% | +84+2.6% | Added |
| JJJ Advisors Inc. | 3,288 | $135.3K | 0.04% | +10+0.3% | Added |
| Parallel Advisors, LLC | 3,056 | $125.4K | 0.01% | −38−1.2% | Reduced |
| Sittner & Nelson, LLC | 3,013 | $123.6K | 0.08% | +7+0.2% | Added |
| C M Bidwell & Associates Ltd | 3,009 | $123.5K | 0.10% | +3,009 | New |
| Rockefeller Capital Management L.P. | 3,006 | $123.0K | 0.00% | +1,528+103.4% | Added |
| Ronald Blue Trust, Inc. | 2,927 | $114.0K | 0.00% | +1,436+96.3% | Added |
| West Branch Capital LLC | 2,709 | $111.2K | 0.07% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 2,578 | $105.8K | 0.02% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 2,114 | $86.7K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,940 | $80.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,904 | $78.1K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 1,904 | $76.7K | 0.05% | +1,904 | New |
| South State Corp. | 1,828 | $75.0K | 0.01% | −110−5.7% | Reduced |
| Centiva Capital, LP | 1,818 | $74.6K | 0.01% | −23,006−92.7% | Reduced |
| Founders Capital Management | 1,814 | $74.0K | 0.06% | +10+0.6% | Added |
| Geneos Wealth Management Inc. | 1,801 | $73.9K | 0.00% | −2,117−54.0% | Reduced |
| Private Trust Co NA | 1,669 | $68.0K | 0.01% | −4−0.2% | Reduced |
| Covestor Ltd | 1,618 | $66.0K | 0.05% | −1,903−54.0% | Reduced |
| Lindbrook Capital, LLC | 1,580 | $64.8K | 0.01% | +158+11.1% | Added |
| Whittier Trust Co of Nevada Inc | 1,543 | $63.3K | 0.00% | +1,292+514.7% | Added |
| Ellevest, Inc. | 1,336 | $54.8K | 0.00% | −31−2.3% | Reduced |
| Addison Advisors LLC | 1,173 | $48.1K | 0.03% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,146 | $47.0K | 0.02% | +1,146 | New |
| Tilia Fiduciary Partners, Inc. | 1,100 | $45.1K | 0.04% | +500+83.3% | Added |
| Cutler Group LP | 1,116 | $45.0K | 0.01% | +1,016+1,016.0% | Added |
| Cranbrook Wealth Management, LLC | 1,082 | $44.4K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 1,050 | $43.1K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,038 | $42.6K | 0.00% | −93−8.2% | Reduced |
| Deseret Mutual Benefit Administrators | 1,035 | $42.5K | 0.02% | −1,173−53.1% | Reduced |
| TD Waterhouse Canada Inc. | 1,001 | $40.3K | 0.00% | +1+0.1% | Added |
| Norway Savings Bank | 979 | $40.2K | 0.02% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 961 | $39.4K | 0.02% | +961 | New |
| Clearstead Advisors, LLC | 900 | $36.9K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 880 | $36.1K | 0.00% | −96−9.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 879 | $36.1K | 0.00% | −300−25.4% | Reduced |
| North Star Investment Management Corp. | 824 | $33.8K | 0.00% | +16+2.0% | Added |
| Sugarloaf Wealth Management, LLC | 815 | $33.4K | 0.01% | −1,601−66.3% | Reduced |
| Parkside Financial Bank & Trust | 803 | $32.9K | 0.01% | −1−0.1% | Reduced |
| CVA Family Office, LLC | 780 | $32.0K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 774 | $31.8K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 700 | $28.7K | 0.01% | −20−2.8% | Reduced |
| Glassman Wealth Services | 674 | $27.7K | 0.01% | −18−2.6% | Reduced |
| Ten Capital Wealth Advisors, LLC | 658 | $27.0K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 642 | $26.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 625 | $25.6K | 0.00% | −218−25.9% | Reduced |
| Blue Bell Private Wealth Management, LLC | 561 | $23.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 560 | $23.0K | 0.00% | −90−13.8% | Reduced |
| BDO Wealth Advisors, LLC | 560 | $23.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 544 | $22.3K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 533 | $21.9K | 0.01% | +533 | New |
| Meeder Asset Management Inc | 452 | $18.5K | 0.00% | −3,827−89.4% | Reduced |
| Baker Avenue Asset Management, LP | 451 | $18.5K | 0.00% | +451 | New |
| Money Concepts Capital Corp | 427 | $17.5K | 0.00% | +427 | New |
| MinichMacGregor Wealth Management, LLC | 423 | $17.4K | 0.01% | +423 | New |
| Rise Advisors, LLC | 407 | $16.7K | 0.01% | +3+0.7% | Added |
| TD Private Client Wealth LLC | 404 | $16.6K | 0.00% | −35−8.0% | Reduced |
| Baldwin Brothers Inc | 400 | $16.4K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 392 | $16.1K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 392 | $16.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 360 | $14.8K | 0.00% | −68−15.9% | Reduced |
| AdvisorNet Financial, Inc | 357 | $14.7K | 0.00% | +65+22.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 328 | $13.5K | 0.00% | +328 | New |
| SOA Wealth Advisors, LLC. | 326 | $13.4K | 0.00% | −12−3.6% | Reduced |
| Washington Trust Advisors, Inc. | 315 | $12.9K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 304 | $12.5K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 301 | $12.3K | 0.01% | +301 | New |
| Harbour Investments, Inc. | 286 | $11.8K | 0.00% | +255+822.6% | Added |
| Coppell Advisory Solutions LLC | 251 | $10.3K | 0.00% | +251 | New |
| Coppell Advisory Solutions Corp. | 251 | $10.3K | 0.00% | +251 | New |
| Studio Investment Management LLC | 241 | $9.89K | 0.00% | +241 | New |
| Sutton Wealth Advisors Inc. | 231 | $9.48K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 222 | $9.12K | 0.00% | +222 | New |
| JFS Wealth Advisors, LLC | 216 | $8.86K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 200 | $8.21K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 192 | $7.88K | 0.01% | +10+5.5% | Added |
| Newbridge Financial Services Group, Inc. | 191 | $7.82K | 0.00% | +126+193.8% | Added |
| Institutional & Family Asset Management, LLC | 176 | $7.22K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 167 | $6.85K | 0.00% | +167 | New |
| Coston, McIsaac & Partners | 170 | $6.00K | 0.00% | −57−25.1% | Reduced |
| Bell Investment Advisors, Inc | 137 | $5.62K | 0.00% | +12+9.6% | Added |
| Newton One Investments LLC | 128 | $5.25K | 0.00% | −128−50.0% | Reduced |
| Massmutual Trust Co FSB | 133 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 120 | $4.92K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 117 | $4.80K | 0.00% | −145−55.3% | Reduced |
| DT Investment Partners, LLC | 116 | $4.76K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 111 | $4.55K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 94 | $4.00K | 0.00% | 00.0% | Unchanged |
| Amundi | 96 | $3.91K | 0.00% | +96 | New |
| Farmers & Merchants Investments Inc | 92 | $3.77K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 89 | $3.66K | 0.00% | +1+1.1% | Added |
| Earnest Partners LLC | 81 | $3.32K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 77 | $3.16K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 74 | $3.04K | 0.00% | 00.0% | Unchanged |