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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.

Institutional holdersQ4 2022: 528 institutions
Q1 2021: 459 institutionsQ2 2021: 451 institutionsQ3 2021: 459 institutionsQ4 2021: 444 institutionsQ1 2022: 466 institutionsQ2 2022: 487 institutionsQ3 2022: 492 institutionsQ4 2022: 528 institutionsQ1 2023: 527 institutionsQ2 2023: 557 institutionsQ3 2023: 580 institutionsQ4 2023: 572 institutionsQ1 2024: 580 institutionsQ2 2024: 579 institutionsQ3 2024: 625 institutionsQ4 2024: 685 institutionsQ1 2025: 729 institutionsQ2 2025: 736 institutionsQ3 2025: 674 institutionsQ4 2025: 699 institutionsQ1 2026: 702 institutionsQ2 2026: 766 institutions
Value heldQ4 2022: $6.94B
Q1 2021: $4.67BQ2 2021: $4.88BQ3 2021: $4.18BQ4 2021: $4.09BQ1 2022: $5.36BQ2 2022: $5.76BQ3 2022: $6.59BQ4 2022: $6.94BQ1 2023: $6.65BQ2 2023: $7.97BQ3 2023: $8.14BQ4 2023: $7.51BQ1 2024: $8.87BQ2 2024: $8.25BQ3 2024: $9.30BQ4 2024: $11.3BQ1 2025: $12.6BQ2 2025: $12.3BQ3 2025: $10.4BQ4 2025: $11.3BQ1 2026: $9.25BQ2 2026: $12.6B
Institutions holding UNM and their total value by quarter
QuarterHoldersValue
Q2 2026766$12.6B
Q1 2026702$9.25B
Q4 2025699$11.3B
Q3 2025674$10.4B
Q2 2025736$12.3B
Q1 2025729$12.6B
Q4 2024685$11.3B
Q3 2024625$9.30B
Q2 2024579$8.25B
Q1 2024580$8.87B
Q4 2023572$7.51B
Q3 2023580$8.14B
Q2 2023557$7.97B
Q1 2023527$6.65B
Q4 2022528$6.94B
Q3 2022492$6.59B
Q2 2022487$5.76B
Q1 2022466$5.36B
Q4 2021444$4.09B
Q3 2021459$4.18B
Q2 2021451$4.88B
Q1 2021459$4.67B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Unum Group; share changes are against Q3 2022.

Institutions holding UNM in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Advisors, Ltd. LLC65$3.00K0.00%+25+62.5%Added
Steward Financial Group LLC96$3.00K0.00%+96New
EWG Elevate Inc.73$3.00K0.00%+73New
Manchester Capital Management LLC70$2.87K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC69$2.83K0.00%−6,125−98.9%Reduced
SJS Investment Consulting Inc.68$2.79K0.00%+17+33.3%Added
Beaird Harris Wealth Management, LLC60$2.46K0.00%00.0%Unchanged
Concord Wealth Partners58$2.38K0.00%+58New
Disciplined Investments, LLC57$2.34K0.00%−3−5.0%Reduced
Huntington National Bank55$2.26K0.00%00.0%Unchanged
Colonial Trust Advisors55$2.26K0.00%+55New
Harvest Fund Management Co., Ltd44$2.00K0.00%−11,685−99.6%Reduced
M&R Capital Management Inc37$1.55K0.00%+37New
BerganKDV Wealth Management, LLC33$1.37K0.00%00.0%Unchanged
My Personal CFO, LLC31$1.27K0.00%+31New
Tfo-TDC, LLC38$1.21K0.00%+38New
Washington Trust Co29$1.19K0.00%−89−75.4%Reduced
Financial Management Professionals, Inc.29$1.00K0.00%−528−94.8%Reduced
Asset Dedication, LLC33$1.00K0.00%+33New
Spire Wealth Management16$1.00K0.00%+16New
RFP Financial Group LLC24$9850.00%+24New
Focused Wealth Management, Inc23$9460.00%00.0%Unchanged
Versant Capital Management, Inc18$7390.00%00.0%Unchanged
Eagle Bay Advisors LLC13$5330.00%00.0%Unchanged
Zions Bancorporation, N.A.12$4920.00%−8−40.0%Reduced
Prestige Wealth Management Group LLC11$4510.00%00.0%Unchanged
Trust Co of Vermont2$820.00%00.0%Unchanged
Sofos Investments, Inc.41––+41New
Moore Capital Management, LP0$00.00%−1,657,618−100.0%Sold out
Bain Capital Public Equity Management II, LLC0$00.00%−939,996−100.0%Sold out
Hudson Bay Capital Management LP0$00.00%−350,000−100.0%Sold out
Philadelphia Financial Management of San Francisco, LLC0$00.00%−285,729−100.0%Sold out
Azora Capital LP0$00.00%−282,058−100.0%Sold out
Brookfield Asset Management Inc.0$00.00%−198,042−100.0%Sold out
Cinctive Capital Management LP0$00.00%−131,091−100.0%Sold out
Ergoteles LLC0$00.00%−97,556−100.0%Sold out
Barometer Capital Management Inc.0$00.00%−67,100−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−47,448−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−46,612−100.0%Sold out
Prospera Financial Services Inc0$00.00%−44,213−100.0%Sold out
Aviva PLC0$00.00%−39,949−100.0%Sold out
AlphaCrest Capital Management LLC0$00.00%−24,797−100.0%Sold out
DCM Advisors, LLC0$00.00%−21,000−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−19,948−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−18,444−100.0%Sold out
Echo Street Capital Management LLC0$00.00%−17,542−100.0%Sold out
P.A.W. Capital Corp0$00.00%−15,000−100.0%Sold out
Alyeska Investment Group, L.P.0$00.00%−15,000−100.0%Sold out
HAP Trading, LLC0$00.00%−10,440−100.0%Sold out
Edge Capital Group, LLC0$00.00%−10,055−100.0%Sold out
Penn Mutual Asset Management, LLC0$00.00%−9,595−100.0%Sold out
Flagship Harbor Advisors, LLC0$00.00%−9,098−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−9,036−100.0%Sold out
Toroso Investments, LLC0$00.00%−6,026−100.0%Sold out
Atria Wealth Solutions, Inc.0$00.00%−5,862−100.0%Sold out
Trust Investment Advisors0$00.00%−5,750−100.0%Sold out
Boston Private Wealth LLC0$00.00%−5,579−100.0%Sold out
Diametric Capital, LP0$00.00%−5,551−100.0%Sold out
Brown, Lisle/Cummings, Inc.0$00.00%−5,400−100.0%Sold out
Silver Oak Securities, Inc0$00.00%−500−100.0%Sold out
De Burlo Group Inc0$00.00%−600−100.0%Sold out
Absolute Capital Management, LLC0$00.00%−203−100.0%Sold out
Hartford Financial Management Inc.0$00.00%−176−100.0%Sold out
Evoke Wealth, LLC0$00.00%−147−100.0%Sold out
Crewe Advisors LLC0$00.00%−77−100.0%Sold out
EdgeRock Capital LLC0$00.00%−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