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, Q1 2023
Institutional positions in Unum Group as of Mar 31, 2023. 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
- 527
- +3 vs. Q4 2022
- Shares held
- 168.2M
- −827.7K (−0.5%) vs. Q4 2022
- Total value
- $6.65B
- −$283.7M (−4.1%) vs. Q4 2022
- New holders
- 65
- 192 more added
- Sold out
- 62
- 192 more reduced
4 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Unum Group; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SkyView Investment Advisors, LLC | 11 | $0 | 0.00% | +11 | New |
| Trust Co of Vermont | 2 | $79 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 5 | $198 | 0.00% | +5 | New |
| Sofos Investments, Inc. | 40 | $275 | 0.01% | −1−2.4% | Reduced |
| Prestige Wealth Management Group LLC | 11 | $436 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 13 | $510 | 0.00% | +13 | New |
| Eagle Bay Advisors LLC | 13 | $514 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 14 | $554 | 0.00% | −24−63.2% | Reduced |
| 25 LLC | 13 | $583 | 0.00% | +13 | New |
| Focused Wealth Management, Inc | 23 | $919 | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 24 | $949 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 29 | $1.15K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 33 | $1.32K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 38 | $1.51K | 0.00% | +1+2.7% | Added |
| Colonial Trust Advisors | 40 | $1.58K | 0.00% | −15−27.3% | Reduced |
| Capital Advisors, Ltd. LLC | 39 | $2.00K | 0.00% | −26−40.0% | Reduced |
| GeoWealth Management, LLC | 50 | $2.00K | 0.00% | +50 | New |
| Disciplined Investments, LLC | 52 | $2.06K | 0.00% | −5−8.8% | Reduced |
| Huntington National Bank | 55 | $2.18K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 55 | $2.19K | 0.00% | +55 | New |
| Beaird Harris Wealth Management, LLC | 60 | $2.37K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 70 | $2.77K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 74 | $2.93K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 92 | $3.00K | 0.00% | +92 | New |
| Byrne Asset Management LLC | 70 | $3.00K | 0.00% | +70 | New |
| SJS Investment Consulting Inc. | 76 | $3.01K | 0.00% | +8+11.8% | Added |
| Caldwell Trust Co | 77 | $3.05K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 81 | $3.20K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 85 | $3.36K | 0.00% | −7−7.6% | Reduced |
| Amundi | 96 | $3.77K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 100 | $3.96K | 0.00% | +82+455.6% | Added |
| Beacon Capital Management, LLC | 111 | $4.39K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 119 | $4.70K | 0.00% | +30+33.7% | Added |
| Lee Financial Co | 120 | $4.75K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 116 | $4.85K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 128 | $5.06K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 133 | $5.26K | 0.00% | −224−62.7% | Reduced |
| Bell Investment Advisors, Inc | 152 | $6.01K | 0.00% | +15+10.9% | Added |
| Schubert & Co | 159 | $6.29K | 0.01% | −33−17.2% | Reduced |
| Armstrong Advisory Group, Inc | 167 | $6.61K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 171 | $6.76K | 0.00% | +54+46.2% | Added |
| Accel Wealth Management | 200 | $7.91K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 203 | $8.03K | 0.00% | −28−12.1% | Reduced |
| Private Ocean, LLC | 209 | $8.27K | 0.00% | +209 | New |
| JFS Wealth Advisors, LLC | 209 | $8.27K | 0.00% | −7−3.2% | Reduced |
| SOA Wealth Advisors, LLC. | 221 | $8.75K | 0.00% | −105−32.2% | Reduced |
| Hollencrest Capital Management | 224 | $8.86K | 0.00% | +2+0.9% | Added |
| Newbridge Financial Services Group, Inc. | 226 | $8.94K | 0.00% | +35+18.3% | Added |
| Steward Financial Group LLC | 237 | $9.00K | 0.00% | +141+146.9% | Added |
| Studio Investment Management LLC | 241 | $9.53K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 250 | $9.89K | 0.00% | +250 | New |
| Coston, McIsaac & Partners | 265 | $10.0K | 0.00% | +95+55.9% | Added |
| Massmutual Trust Co FSB | 280 | $11.1K | 0.00% | +147+110.5% | Added |
| Harbour Investments, Inc. | 286 | $11.3K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 304 | $12.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 310 | $12.2K | 0.00% | +310 | New |
| Bartlett & Co. Wealth Management LLC | 392 | $15.5K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 399 | $15.8K | 0.00% | −416−51.0% | Reduced |
| Baldwin Brothers Inc | 400 | $15.8K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 404 | $16.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 392 | $16.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 410 | $16.2K | 0.01% | +3+0.7% | Added |
| Baker Avenue Asset Management, LP | 451 | $17.8K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 479 | $18.9K | 0.00% | +119+33.1% | Added |
| Nalls Sherbakoff Group, LLC | 500 | $19.5K | 0.02% | +500 | New |
| BDO Wealth Advisors, LLC | 560 | $22.2K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 561 | $22.2K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 544 | $22.3K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 642 | $25.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 682 | $27.0K | 0.00% | +8+1.2% | Added |
| Brown Brothers Harriman & Co | 699 | $27.7K | 0.00% | +139+24.8% | Added |
| McIlrath & Eck, LLC | 700 | $27.7K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 769 | $30.4K | 0.02% | −2,244−74.5% | Reduced |
| Arlington Partners LLC | 774 | $30.6K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 780 | $30.9K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 785 | $31.1K | 0.01% | −18−2.2% | Reduced |
| North Star Investment Management Corp. | 826 | $32.7K | 0.00% | +2+0.2% | Added |
| Ellevest, Inc. | 872 | $34.5K | 0.00% | −464−34.7% | Reduced |
| Leonteq Securities AG | 873 | $34.5K | 0.00% | −7−0.8% | Reduced |
| Clearstead Advisors, LLC | 900 | $35.6K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 849 | $37.3K | 0.00% | −189−18.2% | Reduced |
| Pathway Financial Advisers, LLC | 966 | $38.2K | 0.02% | +5+0.5% | Added |
| TD Waterhouse Canada Inc. | 1,001 | $39.2K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,035 | $40.9K | 0.02% | 00.0% | Unchanged |
| Hoey Investments, Inc | 1,050 | $41.5K | 0.02% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,079 | $42.7K | 0.00% | +200+22.8% | Added |
| Cranbrook Wealth Management, LLC | 1,082 | $42.8K | 0.01% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 1,100 | $43.5K | 0.04% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 1,102 | $43.6K | 0.02% | +1,102 | New |
| Farther Finance Advisors, LLC | 1,146 | $45.3K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,162 | $46.0K | 0.03% | −11−0.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,307 | $51.7K | 0.00% | −236−15.3% | Reduced |
| TCI Wealth Advisors, Inc. | 1,344 | $53.2K | 0.01% | −560−29.4% | Reduced |
| Geneos Wealth Management Inc. | 1,459 | $57.7K | 0.00% | −342−19.0% | Reduced |
| Lindbrook Capital, LLC | 1,570 | $62.1K | 0.01% | −10−0.6% | Reduced |
| Machina Capital S.A.S. | 1,586 | $62.7K | 0.06% | +1,586 | New |
| Private Trust Co NA | 1,664 | $65.8K | 0.01% | −5−0.3% | Reduced |
| Founders Capital Management | 1,824 | $72.0K | 0.06% | +10+0.6% | Added |