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 |
|---|---|---|---|---|---|
| Wetherby Asset Management Inc | 9,437 | $373.3K | 0.02% | +208+2.3% | Added |
| CSS LLC | 9,500 | $375.8K | 0.03% | +9,500 | New |
| First Citizens Bank & Trust Co | 9,520 | $376.6K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 9,553 | $377.9K | 0.00% | −892−8.5% | Reduced |
| Old Port Advisors | 9,728 | $385.8K | 0.14% | −516−5.0% | Reduced |
| Kestra Advisory Services, LLC | 9,753 | $385.8K | 0.00% | −3,482−26.3% | Reduced |
| HM Payson & Co | 9,830 | $388.9K | 0.01% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 9,873 | $389.5K | 0.01% | −12,515−55.9% | Reduced |
| Bridgefront Capital, LLC | 9,870 | $390.5K | 0.24% | +758+8.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 9,990 | $395.2K | 0.05% | −894−8.2% | Reduced |
| Arnhold LLC | 10,000 | $395.6K | 0.04% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 10,020 | $396.4K | 0.12% | +10,020 | New |
| Portman Square Capital LLP | 10,150 | $401.5K | 0.10% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 10,269 | $406.2K | 0.01% | −79−0.8% | Reduced |
| Bessemer Group Inc | 10,295 | $408.0K | 0.00% | −765−6.9% | Reduced |
| Cerity Partners LLC | 10,342 | $410.5K | 0.00% | −2,628−20.3% | Reduced |
| Pitcairn Co | 10,388 | $410.9K | 0.04% | +20.0% | Added |
| Lingohr & Partner Asset Management GmbH | 10,600 | $416.0K | 1.06% | 00.0% | Unchanged |
| Clarius Group, LLC | 10,628 | $420.4K | 0.04% | −2,089−16.4% | Reduced |
| Baird Financial Group, Inc. | 10,658 | $421.6K | 0.00% | −279−2.6% | Reduced |
| Utah Retirement Systems | 10,700 | $423.3K | 0.01% | 00.0% | Unchanged |
| Veritable, L.P. | 10,714 | $423.8K | 0.01% | +704+7.0% | Added |
| National Asset Management, Inc. | 10,912 | $431.7K | 0.01% | +151+1.4% | Added |
| United Services Automobile Association | 11,064 | $437.7K | 0.01% | −6,785−38.0% | Reduced |
| Financial Advisory Service, Inc. | 11,065 | $437.7K | 0.05% | +79+0.7% | Added |
| ProShare Advisors LLC | 11,125 | $440.1K | 0.00% | −14,682−56.9% | Reduced |
| Susquehanna International Group, LLP | 11,368 | $449.7K | 0.00% | −4,776−29.6% | Reduced |
| Echo Street Capital Management LLC | 11,518 | $455.7K | 0.00% | +11,518 | New |
| Accurate Wealth Management, LLC | 11,657 | $458.1K | 0.16% | +2,799+31.6% | Added |
| Beacon Pointe Advisors, LLC | 11,778 | $465.9K | 0.01% | +969+9.0% | Added |
| Point72 Middle East FZE | 11,781 | $466.1K | 0.03% | +11,781 | New |
| Gotham Asset Management, LLC | 12,124 | $479.6K | 0.01% | +116+1.0% | Added |
| Arete Wealth Advisors, LLC | 16,804 | $487.0K | 0.04% | +1,496+9.8% | Added |
| Relative Value Partners Group, LLC | 12,550 | $496.5K | 0.03% | 00.0% | Unchanged |
| Patten & Patten Inc | 12,601 | $498.5K | 0.04% | −170−1.3% | Reduced |
| Measured Wealth Private Client Group, LLC | 12,931 | $511.6K | 0.20% | +3,765+41.1% | Added |
| Zacks Investment Management | 13,186 | $521.6K | 0.01% | +1,614+13.9% | Added |
| Coldstream Capital Management Inc | 13,296 | $526.0K | 0.02% | −543−3.9% | Reduced |
| Diversified Trust Co | 13,527 | $535.1K | 0.02% | +5,015+58.9% | Added |
| Dumont & Blake Investment Advisors LLC | 13,670 | $541.0K | 0.18% | −177−1.3% | Reduced |
| Cetera Advisor Networks LLC | 13,773 | $544.9K | 0.00% | −89−0.6% | Reduced |
| Scotia Capital Inc. | 13,873 | $548.8K | 0.00% | −2,230−13.8% | Reduced |
| Neumann Capital Management, LLC | 13,883 | $549.2K | 0.24% | 00.0% | Unchanged |
| BOS Asset Management, LLC | 14,310 | $566.1K | 0.47% | −963−6.3% | Reduced |
| Evergreen Capital Management LLC | 14,545 | $575.4K | 0.03% | −286−1.9% | Reduced |
| United Capital Financial Advisers, LLC | 14,747 | $583.4K | 0.00% | −3,671−19.9% | Reduced |
| Advisory Research Inc | 14,764 | $584.1K | 0.10% | +14,764 | New |
| Carret Asset Management, LLC | 14,937 | $591.0K | 0.08% | −1,500−9.1% | Reduced |
| Coombe, Bender & Co LLC | 15,220 | $602.1K | 0.47% | +171+1.1% | Added |
| National Bank of Canada | 15,330 | $606.2K | 0.00% | −199−1.3% | Reduced |
| Exchange Traded Concepts, LLC | 15,432 | $610.5K | 0.02% | +15,363+22,265.2% | Added |
| Estate Counselors, LLC | 15,555 | $615.4K | 0.08% | +15,555 | New |
| Atlas Capital Advisors LLC | 15,952 | $631.1K | 0.10% | −1,875−10.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 16,151 | $638.9K | 0.01% | +60+0.4% | Added |
| Maryland State Retirement & Pension System | 16,191 | $640.5K | 0.01% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 16,209 | $641.2K | 0.00% | −5,032−23.7% | Reduced |
| Pinkerton Retirement Specialists, LLC | 16,274 | $643.8K | 0.12% | +8,121+99.6% | Added |
| PDT Partners, LLC | 16,600 | $656.7K | 0.09% | +1,110+7.2% | Added |
| BNP Paribas Arbitrage, SA | 16,775 | $663.6K | 0.00% | −88,875−84.1% | Reduced |
| Greenleaf Trust | 16,872 | $667.5K | 0.01% | +139+0.8% | Added |
| Securian Asset Management, Inc | 17,031 | $673.7K | 0.02% | −136−0.8% | Reduced |
| Ethic Inc. | 17,683 | $699.5K | 0.03% | +5,230+42.0% | Added |
| Cetera Investment Advisers | 17,754 | $702.4K | 0.01% | +2,289+14.8% | Added |
| Kiwi Wealth Investments Limited Partnership | 18,033 | $713.4K | 0.05% | −36,833−67.1% | Reduced |
| XML Financial, LLC | 19,150 | $741.8K | 0.09% | −950−4.7% | Reduced |
| MML Investors Services, LLC | 19,038 | $753.0K | 0.01% | +326+1.7% | Added |
| Mercer Global Advisors Inc | 19,165 | $758.0K | 0.00% | −2,596−11.9% | Reduced |
| First Republic Investment Management, Inc. | 19,175 | $758.6K | 0.00% | +526+2.8% | Added |
| Los Angeles Capital Management LLC | 19,393 | $767.2K | 0.00% | −327,936−94.4% | Reduced |
| Aviva PLC | 19,508 | $771.7K | 0.00% | +19,508 | New |
| Vestcor Inc | 20,049 | $793.0K | 0.03% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 20,062 | $794.0K | 0.02% | +124+0.6% | Added |
| M&T Bank Corp | 20,689 | $818.1K | 0.00% | −106−0.5% | Reduced |
| SG Americas Securities, LLC | 20,758 | $821.0K | 0.01% | +8,637+71.3% | Added |
| Aquila Investment Management LLC | 21,000 | $830.8K | 0.69% | +21,000 | New |
| Natixis Advisors, L.P. | 21,057 | $833.0K | 0.00% | +1,534+7.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 21,199 | $838.6K | 0.00% | −36,505−63.3% | Reduced |
| Cambria Investment Management, L.P. | 21,344 | $844.4K | 0.07% | −16,928−44.2% | Reduced |
| Oppenheimer & Co Inc | 21,422 | $847.5K | 0.02% | −5,743−21.1% | Reduced |
| Stephens Inc | 22,005 | $870.5K | 0.02% | −2,325−9.6% | Reduced |
| Affinity Investment Advisors, LLC | 22,148 | $876.2K | 0.47% | −6,959−23.9% | Reduced |
| Edgestream Partners, L.P. | 22,186 | $877.7K | 0.10% | −46,073−67.5% | Reduced |
| Lifestyle Asset Management, Inc. | 22,678 | $897.1K | 0.60% | +22,678 | New |
| Signaturefd, LLC | 22,897 | $905.8K | 0.02% | +861+3.9% | Added |
| Pictet Asset Management SA | 24,233 | $958.7K | 0.00% | −91−0.4% | Reduced |
| Abacus Planning Group, Inc. | 24,448 | $967.2K | 0.25% | −133−0.5% | Reduced |
| Vident Investment Advisory, LLC | 24,599 | $973.1K | 0.03% | +9,609+64.1% | Added |
| Engineers Gate Manager LP | 24,893 | $984.8K | 0.04% | +16,473+195.6% | Added |
| State of Wisconsin Investment Board | 25,059 | $991.3K | 0.00% | +127+0.5% | Added |
| Westpac Banking Corp | 25,184 | $996.3K | 0.01% | +229+0.9% | Added |
| Xponance, Inc. | 25,222 | $997.8K | 0.01% | +59+0.2% | Added |
| CIBC World Markets Inc. | 25,481 | $1.01M | 0.00% | +25,481 | New |
| Waterfront Wealth Inc. | 25,709 | $1.02M | 0.33% | +1,640+6.8% | Added |
| Pearl River Capital, LLC | 25,709 | $1.02M | 0.16% | −13,622−34.6% | Reduced |
| State of Alaska, Department of Revenue | 25,765 | $1.02M | 0.01% | −325−1.2% | Reduced |
| Boxwood Ventures, Inc. | 26,039 | $1.03M | 2.13% | +26,039 | New |
| Neuberger Berman Group LLC | 26,274 | $1.04M | 0.00% | +1,096+4.4% | Added |
| GPS Wealth Strategies Group, LLC | 26,370 | $1.04M | 0.22% | +432+1.7% | Added |
| MorganRosel Wealth Management, LLC | 26,981 | $1.07M | 0.46% | −2,387−8.1% | Reduced |
| Nations Financial Group Inc, | 27,333 | $1.08M | 0.11% | +571+2.1% | Added |