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 |
|---|---|---|---|---|---|
| South State Corp. | 1,828 | $72.3K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 1,860 | $73.6K | 0.00% | +1,235+197.6% | Added |
| New England Capital Financial Advisors LLC | 1,904 | $75.3K | 0.05% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,940 | $77.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 2,100 | $83.1K | 0.00% | −14−0.7% | Reduced |
| Proffitt & Goodson Inc | 2,393 | $94.7K | 0.02% | −185−7.2% | Reduced |
| Group One Trading, L.P. | 2,436 | $96.4K | 0.00% | −1,927−44.2% | Reduced |
| Covestor Ltd | 2,507 | $99.0K | 0.09% | +889+54.9% | Added |
| Centaurus Financial, Inc. | 2,536 | $100.0K | 0.01% | +2,536 | New |
| Edmond de Rothschild Holding S.A. | 2,614 | $103.4K | 0.00% | +2,614 | New |
| West Branch Capital LLC | 2,709 | $107.2K | 0.06% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 2,714 | $107.4K | 0.08% | −295−9.8% | Reduced |
| Nomura Asset Management Co Ltd | 2,910 | $115.1K | 0.00% | −2,030−41.1% | Reduced |
| IFP Advisors, Inc | 3,006 | $117.6K | 0.01% | −245−7.5% | Reduced |
| Parallel Advisors, LLC | 3,286 | $130.0K | 0.00% | +230+7.5% | Added |
| Hanson & Doremus Investment Management | 3,559 | $141.0K | 0.03% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 3,640 | $144.0K | 0.02% | −3,927−51.9% | Reduced |
| JJJ Advisors Inc. | 3,741 | $149.8K | 0.04% | +453+13.8% | Added |
| Quadrant Capital Group LLC | 3,861 | $152.7K | 0.02% | +515+15.4% | Added |
| Loomis Sayles & Co L P | 3,958 | $157.0K | 0.00% | −1,529−27.9% | Reduced |
| Cambridge Trust Co | 4,000 | $158.2K | 0.01% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 4,100 | $159.9K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 4,110 | $162.6K | 0.03% | +754+22.5% | Added |
| CWM, LLC | 4,368 | $173.0K | 0.00% | +191+4.6% | Added |
| Fifth Third Bancorp | 4,619 | $182.7K | 0.00% | +1,220+35.9% | Added |
| Proequities, Inc. | 4,679 | $185.1K | 0.01% | +332+7.6% | Added |
| Ronald Blue Trust, Inc. | 4,563 | $188.0K | 0.00% | +1,636+55.9% | Added |
| Toth Financial Advisory Corp | 4,758 | $188.2K | 0.03% | +25+0.5% | Added |
| KBC Group NV | 4,785 | $189.0K | 0.00% | −4,215−46.8% | Reduced |
| FourThought Financial Partners, LLC | 5,072 | $200.6K | 0.03% | −16−0.3% | Reduced |
| Coastal Investment Advisors, Inc. | 5,085 | $201.2K | 0.05% | +175+3.6% | Added |
| Nebula Research & Development LLC | 5,116 | $202.4K | 0.36% | +5,116 | New |
| D.A. Davidson & Co. | 5,268 | $208.4K | 0.00% | +30+0.6% | Added |
| Csenge Advisory Group | 5,291 | $209.3K | 0.02% | +5,291 | New |
| Stratos Wealth Partners, LTD. | 5,355 | $211.8K | 0.01% | +5,355 | New |
| Patriot Financial Group Insurance Agency, LLC | 5,373 | $212.6K | 0.04% | +3+0.1% | Added |
| Alpha Cubed Investments, LLC | 5,500 | $217.6K | 0.02% | −1,500−21.4% | Reduced |
| MBM Wealth Consultants, LLC | 3,794 | $219.0K | 0.09% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 5,550 | $219.6K | 0.00% | −4,250−43.4% | Reduced |
| Coastline Trust Co | 5,570 | $220.3K | 0.03% | 00.0% | Unchanged |
| Fountainhead AM, LLC | 5,626 | $222.6K | 0.09% | +43+0.8% | Added |
| TownSquare Capital, LLC | 5,644 | $223.3K | 0.00% | +50+0.9% | Added |
| CIBC Asset Management Inc | 5,650 | $223.5K | 0.00% | +443+8.5% | Added |
| Cobblestone Capital Advisors LLC | 5,668 | $224.2K | 0.02% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 5,731 | $226.7K | 0.01% | +5,731 | New |
| TriaGen Wealth Management LLC | 5,795 | $229.3K | 0.12% | −759−11.6% | Reduced |
| Glenview Trust Co | 5,863 | $231.9K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Advisors | 5,909 | $233.8K | 0.04% | +5,909 | New |
| Carl P. Sherr & Co., LLC | 5,973 | $236.3K | 0.17% | +5,973 | New |
| Shell Asset Management Co | 5,982 | $237.0K | 0.01% | −21−0.3% | Reduced |
| Boston Private Wealth LLC | 6,000 | $237.3K | 0.00% | +6,000 | New |
| J. W. Coons Advisors, LLC | 6,045 | $239.1K | 0.07% | +600+11.0% | Added |
| Quent Capital, LLC | 6,114 | $241.6K | 0.04% | +45+0.7% | Added |
| Aigen Investment Management, LP | 6,163 | $243.8K | 0.03% | +6,163 | New |
| DuPont Capital Management Corp | 6,210 | $245.7K | 0.01% | −52,185−89.4% | Reduced |
| Forum Financial Management, LP | 6,220 | $246.1K | 0.01% | +72+1.2% | Added |
| Ballentine Partners, LLC | 6,308 | $249.5K | 0.01% | −344−5.2% | Reduced |
| Crawford Investment Counsel Inc | 6,326 | $250.3K | 0.01% | +6,326 | New |
| Regions Financial Corp | 6,328 | $251.0K | 0.00% | −137−2.1% | Reduced |
| Dark Forest Capital Management LP | 6,347 | $251.1K | 0.06% | +5,814+1,090.8% | Added |
| Bleakley Financial Group, LLC | 6,389 | $252.7K | 0.01% | +393+6.6% | Added |
| Sawtooth Solutions, LLC | 6,389 | $252.7K | 0.01% | +6,389 | New |
| Veriti Management LLC | 6,400 | $253.2K | 0.03% | +6,400 | New |
| Watershed Asset Management, L.L.C. | 6,464 | $255.7K | 0.31% | +445+7.4% | Added |
| Umb Bank N A | 6,466 | $255.8K | 0.00% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 6,497 | $257.0K | 0.03% | −274−4.0% | Reduced |
| Balentine LLC | 6,524 | $258.1K | 0.01% | −1,579−19.5% | Reduced |
| Paragon Capital Management Ltd | 6,648 | $263.0K | 0.06% | −35−0.5% | Reduced |
| TFB Advisors LLC | 6,660 | $263.5K | 0.20% | +6,660 | New |
| Profund Advisors LLC | 6,714 | $265.6K | 0.02% | −1,253−15.7% | Reduced |
| CAPROCK Group, Inc. | 6,797 | $268.9K | 0.02% | +105+1.6% | Added |
| LMR Partners LLP | 7,082 | $280.2K | 0.01% | −18,563−72.4% | Reduced |
| State of Wyoming | 7,187 | $284.3K | 0.09% | −241−3.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 7,240 | $286.4K | 0.03% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 7,316 | $289.4K | 0.02% | −7,025−49.0% | Reduced |
| Investors Asset Management of Georgia Inc | 7,325 | $289.8K | 0.15% | −100−1.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 7,339 | $290.3K | 0.00% | +569+8.4% | Added |
| Means Investment Co., Inc. | 7,395 | $292.6K | 0.05% | +695+10.4% | Added |
| Hanlon Investment Management, Inc. | 7,471 | $295.6K | 0.09% | +2,330+45.3% | Added |
| Savant Capital, LLC | 7,490 | $296.3K | 0.01% | +303+4.2% | Added |
| BlueCrest Capital Management Ltd | 7,500 | $296.7K | 0.03% | +7,500 | New |
| Occudo Quantitative Strategies LP | 7,526 | $297.7K | 0.03% | +7,526 | New |
| Atria Wealth Solutions, Inc. | 7,533 | $298.0K | 0.00% | +7,533 | New |
| Seven Eight Capital, LP | 7,652 | $302.7K | 0.06% | +1,735+29.3% | Added |
| Eqis Capital Management, Inc. | 7,729 | $305.8K | 0.03% | −3,652−32.1% | Reduced |
| GWM Advisors LLC | 7,843 | $310.3K | 0.00% | −113−1.4% | Reduced |
| J.W. Cole Advisors, Inc. | 7,925 | $313.5K | 0.02% | +5+0.1% | Added |
| Commerce Bank | 8,005 | $316.7K | 0.00% | −53−0.7% | Reduced |
| Ieq Capital, LLC | 8,020 | $317.3K | 0.01% | −46−0.6% | Reduced |
| BancorpSouth Bank | 8,027 | $317.5K | 0.03% | −852−9.6% | Reduced |
| Patten Group, Inc. | 8,185 | $323.8K | 0.10% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 8,367 | $331.0K | 0.01% | +8,367 | New |
| Centennial Wealth Advisory LLC | 8,490 | $335.8K | 0.18% | +8,490 | New |
| Bank of Nova Scotia | 8,659 | $342.6K | 0.00% | +8,659 | New |
| Campion Asset Management LLC | 9,055 | $358.2K | 0.34% | +300+3.4% | Added |
| Sowell Financial Services LLC | 9,132 | $361.0K | 0.03% | +9,132 | New |
| CenterBook Partners LP | 9,187 | $363.4K | 0.05% | −1,357−12.9% | Reduced |
| Old National Bancorp | 9,356 | $370.1K | 0.01% | −359−3.7% | Reduced |
| Mutual Advisors, LLC | 9,365 | $370.5K | 0.02% | +1,659+21.5% | Added |
| Shelton Capital Management | 9,394 | $371.6K | 0.02% | −351−3.6% | Reduced |