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 |
|---|---|---|---|---|---|
| Venture Visionary Partners LLC | 27,575 | $1.09M | 0.07% | +4,528+19.6% | Added |
| Jane Street Group, LLC | 27,621 | $1.09M | 0.00% | +20,601+293.5% | Added |
| NJ State Employees Deferred Compensation Plan | 28,000 | $1.11M | 0.17% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 28,061 | $1.11M | 0.36% | +18,611+196.9% | Added |
| Tower Research Capital LLC (TRC) | 28,110 | $1.11M | 0.04% | +20,534+271.0% | Added |
| Handelsbanken Fonder AB | 28,307 | $1.12M | 0.01% | +11,000+63.6% | Added |
| Convergence Investment Partners, LLC | 28,445 | $1.13M | 0.66% | −7,065−19.9% | Reduced |
| DekaBank Deutsche Girozentrale | 29,400 | $1.13M | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 28,865 | $1.14M | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 30,098 | $1.19M | 0.05% | +21,444+247.8% | Added |
| Teachers Retirement System of the State of Kentucky | 30,155 | $1.19M | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 31,085 | $1.23M | 0.01% | +2,145+7.4% | Added |
| The PNC Financial Services Group, Inc. | 31,755 | $1.26M | 0.00% | −2,794−8.1% | Reduced |
| Private Advisor Group, LLC | 32,346 | $1.28M | 0.01% | −837−2.5% | Reduced |
| Advisor Partners II, LLC | 32,449 | $1.28M | 0.07% | −1,228−3.6% | Reduced |
| Mariner, LLC | 33,260 | $1.31M | 0.00% | −4,076−10.9% | Reduced |
| DGS Capital Management, LLC | 33,320 | $1.32M | 0.73% | +553+1.7% | Added |
| HSBC Holdings PLC | 33,610 | $1.32M | 0.00% | +4,036+13.6% | Added |
| MAI Capital Management | 33,514 | $1.33M | 0.02% | +6,869+25.8% | Added |
| New Mexico Educational Retirement Board | 33,900 | $1.34M | 0.07% | +2,300+7.3% | Added |
| Clearbridge Investments, LLC | 34,723 | $1.37M | 0.00% | −768,508−95.7% | Reduced |
| Sculati Wealth Management, LLC | 34,852 | $1.38M | 0.73% | −7,318−17.4% | Reduced |
| BKD Wealth Advisors, LLC | 35,374 | $1.40M | 0.05% | −937−2.6% | Reduced |
| Kendall Capital Management | 36,345 | $1.44M | 0.69% | +5,615+18.3% | Added |
| Investors Research Corp | 36,500 | $1.44M | 0.38% | −425−1.2% | Reduced |
| JustInvest LLC | 36,535 | $1.45M | 0.05% | +6,131+20.2% | Added |
| Winton Group Ltd | 37,261 | $1.47M | 0.09% | +3,527+10.5% | Added |
| Naples Global Advisors, LLC | 37,390 | $1.48M | 0.18% | −1,100−2.9% | Reduced |
| Cordatus Wealth Management LLC | 37,725 | $1.49M | 1.90% | −2,279−5.7% | Reduced |
| Bayesian Capital Management, LP | 37,900 | $1.50M | 0.19% | +14,285+60.5% | Added |
| Aviance Capital Partners, LLC | 37,917 | $1.50M | 0.33% | +539+1.4% | Added |
| Ritholtz Wealth Management | 38,875 | $1.54M | 0.08% | +14,731+61.0% | Added |
| Prospera Financial Services Inc | 38,996 | $1.54M | 0.06% | +38,996 | New |
| Sigma Planning Corp | 40,067 | $1.59M | 0.05% | +3,979+11.0% | Added |
| Federated Hermes, Inc. | 40,302 | $1.59M | 0.00% | +13,510+50.4% | Added |
| Great Diamond Partners, LLC | 40,523 | $1.60M | 0.46% | −1,616−3.8% | Reduced |
| D. E. Shaw & Co., Inc. | 40,678 | $1.61M | 0.00% | +33,936+503.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 41,488 | $1.64M | 0.04% | +24,181+139.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 42,958 | $1.70M | 0.00% | +1,858+4.5% | Added |
| Shilanski & Associates, Inc. | 43,336 | $1.70M | 0.77% | +644+1.5% | Added |
| Integrated Wealth Concepts LLC | 43,784 | $1.73M | 0.04% | +14,998+52.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 44,383 | $1.76M | 0.01% | +4,520+11.3% | Added |
| Kingsview Wealth Management, LLC | 44,669 | $1.77M | 0.07% | +13,913+45.2% | Added |
| Toronto Dominion Bank | 45,700 | $1.81M | 0.00% | −8,800−16.1% | Reduced |
| State of Michigan Retirement System | 47,200 | $1.87M | 0.01% | −400−0.8% | Reduced |
| Ameritas Investment Partners, Inc. | 47,608 | $1.88M | 0.07% | −741−1.5% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 47,884 | $1.89M | 0.45% | +47,884 | New |
| Centiva Capital, LP | 48,059 | $1.90M | 0.11% | +46,241+2,543.5% | Added |
| Anchor Investment Management, LLC | 49,403 | $1.95M | 0.27% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 49,600 | $1.96M | 0.05% | −500−1.0% | Reduced |
| Boston Financial Mangement LLC | 50,000 | $1.98M | 0.08% | −120,039−70.6% | Reduced |
| Deutsche Bank AG | 50,146 | $1.98M | 0.00% | −22,347−30.8% | Reduced |
| HighTower Advisors, LLC | 50,004 | $1.98M | 0.00% | −2,703−5.1% | Reduced |
| Oberweis Asset Management Inc | 51,000 | $2.02M | 0.31% | +22,000+75.9% | Added |
| Commonwealth Equity Services, LLC | 52,047 | $2.06M | 0.00% | +8,018+18.2% | Added |
| STRS Ohio | 53,624 | $2.12M | 0.01% | +152+0.3% | Added |
| Bokf, NA | 53,882 | $2.13M | 0.04% | −7,178−11.8% | Reduced |
| Nisa Investment Advisors, LLC | 54,382 | $2.15M | 0.02% | −73,938−57.6% | Reduced |
| Oregon Public Employees Retirement Fund | 54,573 | $2.16M | 0.03% | −337−0.6% | Reduced |
| Pinebridge Investments, L.P. | 55,061 | $2.18M | 0.02% | −952−1.7% | Reduced |
| Arizona State Retirement System | 57,644 | $2.28M | 0.02% | +1,209+2.1% | Added |
| Quantinno Capital Management LP | 58,870 | $2.33M | 0.15% | −5,340−8.3% | Reduced |
| PEAK6 Investments LLC | 60,893 | $2.41M | 0.15% | +60,893 | New |
| Canada Pension Plan Investment Board | 61,300 | $2.43M | 0.00% | −76,400−55.5% | Reduced |
| Advisory Services Network, LLC | 61,865 | $2.45M | 0.07% | −5,094−7.6% | Reduced |
| Auxier Asset Management | 61,917 | $2.45M | 0.42% | −1,185−1.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 62,400 | $2.47M | 0.26% | 00.0% | Unchanged |
| IFG Advisory, LLC | 62,478 | $2.47M | 0.23% | +9,645+18.3% | Added |
| Walleye Trading LLC | 64,020 | $2.53M | 0.09% | −19,484−23.3% | Reduced |
| ExodusPoint Capital Management, LP | 64,898 | $2.57M | 0.03% | −5,968−8.4% | Reduced |
| Illinois Municipal Retirement Fund | 65,768 | $2.60M | 0.06% | 00.0% | Unchanged |
| Shay Capital LLC | 66,000 | $2.61M | 1.08% | +66,000 | New |
| Dynamic Technology Lab Private Ltd | 67,150 | $2.66M | 0.25% | +67,150 | New |
| Raymond James Financial Services Advisors, Inc. | 67,595 | $2.67M | 0.01% | −45,868−40.4% | Reduced |
| Citigroup Inc | 70,142 | $2.77M | 0.00% | +12,730+22.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 71,038 | $2.81M | 0.02% | +71,038 | New |
| Bridgewater Associates, LP | 72,701 | $2.88M | 0.02% | −34,794−32.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 74,771 | $2.96M | 0.01% | +4,986+7.1% | Added |
| apricus wealth, LLC | 76,000 | $3.01M | 2.74% | +975+1.3% | Added |
| Putnam Investments LLC | 76,637 | $3.03M | 0.00% | −13,498−15.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 78,594 | $3.11M | 0.08% | +10,217+14.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 84,228 | $3.33M | 0.03% | +102+0.1% | Added |
| Quantbot Technologies LP | 85,789 | $3.39M | 0.24% | +85,789 | New |
| Creative Planning | 85,905 | $3.40M | 0.00% | +4,991+6.2% | Added |
| Treasurer of the State of North Carolina | 86,629 | $3.43M | 0.02% | +620+0.7% | Added |
| First Horizon Advisors, Inc. | 86,748 | $3.43M | 0.12% | +1,005+1.2% | Added |
| Caisse de Depot Et Placement du Quebec | 87,874 | $3.48M | 0.01% | +87,874 | New |
| Janney Montgomery Scott LLC | 92,100 | $3.64M | 0.01% | −54,214−37.1% | Reduced |
| Janus Henderson Group PLC | 92,515 | $3.66M | 0.00% | +52,541+131.4% | Added |
| Hussman Strategic Advisors, Inc. | 93,000 | $3.68M | 0.58% | 00.0% | Unchanged |
| Foster & Motley Inc | 93,092 | $3.68M | 0.30% | +14,409+18.3% | Added |
| Envestnet Asset Management Inc | 555,390 | $3.70M | 0.00% | +459,676+480.3% | Added |
| Renaissance Technologies LLC | 96,900 | $3.83M | 0.01% | +96,900 | New |
| APG Asset Management N.V. | 105,900 | $3.86M | 0.01% | +36,700+53.0% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 97,748 | $3.87M | 0.02% | +66,900+216.9% | Added |
| Teacher Retirement System of Texas | 97,795 | $3.87M | 0.03% | +6,843+7.5% | Added |
| Ibex Wealth Advisors | 98,727 | $3.91M | 1.01% | +4,182+4.4% | Added |
| Trexquant Investment LP | 99,982 | $3.96M | 0.11% | −10,242−9.3% | Reduced |
| Price T Rowe Associates Inc | 100,443 | $3.97M | 0.00% | −1,849−1.8% | Reduced |
| Yousif Capital Management, LLC | 100,664 | $3.98M | 0.05% | −1,895−1.8% | Reduced |