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 |
|---|---|---|---|---|---|
| Wealthfront Advisers LLC | 100,937 | $3.99M | 0.02% | −2,574−2.5% | Reduced |
| Capital Fund Management S.A. | 102,067 | $4.04M | 0.08% | +85,944+533.1% | Added |
| US Bancorp | 102,727 | $4.06M | 0.01% | +499+0.5% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 104,057 | $4.12M | 1.44% | +104,057 | New |
| State of New Jersey Common Pension Fund D | 104,911 | $4.15M | 0.01% | −5,057−4.6% | Reduced |
| Cipher Capital LP | 110,295 | $4.36M | 0.81% | +110,295 | New |
| Public Employees Retirement System of Ohio | 114,116 | $4.51M | 0.02% | +3,644+3.3% | Added |
| MetLife Investment Management | 114,902 | $4.55M | 0.03% | −3,069−2.6% | Reduced |
| Burney Co | 129,430 | $5.12M | 0.25% | +15,481+13.6% | Added |
| Amalgamated Bank | 131,287 | $5.19M | 0.04% | −39,317−23.0% | Reduced |
| Moore Capital Management, LP | 131,402 | $5.20M | 0.16% | +131,402 | New |
| Lazard Asset Management LLC | 138,283 | $5.47M | 0.01% | +15,020+12.2% | Added |
| Walleye Capital LLC | 140,073 | $5.54M | 0.11% | +110,226+369.3% | Added |
| Dorsey Wright & Associates | 142,581 | $5.64M | 1.71% | −1,111−0.8% | Reduced |
| Jacobs Levy Equity Management, Inc | 144,486 | $5.72M | 0.04% | −33,669−18.9% | Reduced |
| M&G Investment Management Ltd | 144,958 | $5.80M | 0.04% | +144,958 | New |
| Mutual of America Capital Management LLC | 150,619 | $5.96M | 0.07% | −3,159−2.1% | Reduced |
| Wells Fargo & Company | 150,665 | $5.96M | 0.00% | −250,937−62.5% | Reduced |
| Algert Global LLC | 152,984 | $6.05M | 0.29% | +7,884+5.4% | Added |
| Cubist Systematic Strategies, LLC | 158,461 | $6.27M | 0.06% | +12,315+8.4% | Added |
| Ensign Peak Advisors, Inc | 161,765 | $6.40M | 0.01% | −56,358−25.8% | Reduced |
| Raymond James & Associates | 163,941 | $6.49M | 0.01% | −46,206−22.0% | Reduced |
| Texas Permanent School Fund | 167,706 | $6.63M | 0.07% | +41,985+33.4% | Added |
| Barnett & Company, Inc. | 167,900 | $6.64M | 5.05% | +700+0.4% | Added |
| Triasima Portfolio Management inc. | 168,380 | $6.66M | 0.55% | −92,770−35.5% | Reduced |
| CI Private Wealth, LLC | 170,253 | $6.74M | 0.02% | −407−0.2% | Reduced |
| Great West Life Assurance Co | 171,492 | $6.79M | 0.02% | −2,779−1.6% | Reduced |
| State Board of Administration of Florida Retirement System | 177,593 | $7.03M | 0.02% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 177,921 | $7.04M | 0.03% | −42,970−19.5% | Reduced |
| Glenmede Trust Co NA | 191,119 | $7.56M | 0.04% | +147,896+342.2% | Added |
| Stifel Financial Corp | 192,768 | $7.63M | 0.01% | +8,364+4.5% | Added |
| Captrust Financial Advisors | 196,912 | $7.79M | 0.03% | +7,428+3.9% | Added |
| Ci Investments Inc. | 197,093 | $7.80M | 0.04% | −33,280−14.4% | Reduced |
| Abn Amro Investment Solutions | 201,054 | $7.95M | 0.16% | +201,054 | New |
| NewSquare Capital LLC | 201,252 | $7.96M | 0.94% | +16,562+9.0% | Added |
| Advisor Group Holdings, Inc. | 204,939 | $8.11M | 0.02% | −7,907−3.7% | Reduced |
| American Century Companies Inc | 209,653 | $8.21M | 0.01% | −284,124−57.5% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 211,285 | $8.36M | 0.20% | +39,987+23.3% | Added |
| Prana Capital Management, LP | 220,111 | $8.71M | 0.74% | +160,468+269.0% | Added |
| New York State Teachers Retirement System | 221,830 | $8.78M | 0.02% | −2,139−1.0% | Reduced |
| Interval Partners, LP | 227,724 | $9.01M | 0.51% | +8,391+3.8% | Added |
| Barclays PLC | 231,745 | $9.17M | 0.01% | +60,894+35.6% | Added |
| New York State Common Retirement Fund | 235,786 | $9.33M | 0.01% | −19,524−7.6% | Reduced |
| LPL Financial LLC | 236,428 | $9.35M | 0.01% | +16,185+7.3% | Added |
| California State Teachers Retirement System | 251,475 | $9.95M | 0.01% | −4,995−1.9% | Reduced |
| Gateway Investment Advisers LLC | 251,541 | $9.95M | 0.12% | −3,962−1.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 253,686 | $10.0M | 0.02% | +70,529+38.5% | Added |
| Russell Investments Group, Ltd. | 258,338 | $10.1M | 0.02% | −42,787−14.2% | Reduced |
| Credit Suisse AG | 272,493 | $10.8M | 0.01% | +31,652+13.1% | Added |
| American International Group, Inc. | 288,657 | $11.4M | 0.07% | −2,706−0.9% | Reduced |
| Brandywine Global Investment Management, LLC | 290,418 | $11.5M | 0.09% | +87,627+43.2% | Added |
| Artemis Investment Management LLP | 294,952 | $11.6M | 0.14% | +48,489+19.7% | Added |
| Hudson Bay Capital Management LP | 300,000 | $11.9M | 0.13% | +300,000 | New |
| Verition Fund Management LLC | 303,624 | $12.0M | 0.19% | +292,406+2,606.6% | Added |
| SEI Investments Co | 315,547 | $12.5M | 0.02% | +37,088+13.3% | Added |
| Boston Common Asset Management, LLC | 320,910 | $12.7M | 0.26% | −71,279−18.2% | Reduced |
| Royal Bank of Canada | 327,050 | $12.9M | 0.00% | −25,507−7.2% | Reduced |
| Thrivent Financial for Lutherans | 341,948 | $13.5M | 0.03% | +4,429+1.3% | Added |
| Man Group plc | – | $13.7M | 0.05% | – | – |
| Arrowstreet Capital, Limited Partnership | 353,792 | $14.0M | 0.02% | +126,338+55.5% | Added |
| Franklin Resources Inc | 368,907 | $14.6M | 0.01% | −64,520−14.9% | Reduced |
| Algebris (UK) Ltd | 374,835 | $14.9M | 5.98% | +374,835 | New |
| UBS Asset Management Americas Inc | 382,270 | $15.1M | 0.01% | −59,299−13.4% | Reduced |
| AXA S.A. | 395,098 | $15.6M | 0.05% | −277,002−41.2% | Reduced |
| AE Wealth Management LLC | 398,008 | $15.7M | 0.10% | +391,134+5,690.0% | Added |
| Voya Investment Management LLC | 405,330 | $16.0M | 0.02% | −9,134−2.2% | Reduced |
| Storebrand Asset Management AS | 407,226 | $16.1M | 0.08% | +66,000+19.3% | Added |
| Alliancebernstein L.P. | 416,089 | $16.5M | 0.01% | +124,119+42.5% | Added |
| Truist Financial Corp | 416,995 | $16.5M | 0.03% | −2,322−0.6% | Reduced |
| Guggenheim Capital LLC | 420,268 | $16.6M | 0.14% | −7,838−1.8% | Reduced |
| Virginia Retirement Systems Et Al | 421,900 | $16.7M | 0.17% | −11,200−2.6% | Reduced |
| McGowan Group Asset Management, Inc. | 424,752 | $16.8M | 2.67% | −3,170−0.7% | Reduced |
| Swiss National Bank | 429,400 | $17.0M | 0.01% | −53,500−11.1% | Reduced |
| California Public Employees Retirement System | 436,283 | $17.3M | 0.02% | −61,811−12.4% | Reduced |
| Ameriprise Financial Inc | 451,148 | $17.8M | 0.01% | −2,708−0.6% | Reduced |
| Manufacturers Life Insurance Company, The | 461,478 | $18.3M | 0.01% | −145,863−24.0% | Reduced |
| Macquarie Group Ltd | 461,608 | $18.3M | 0.02% | −159,060−25.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 462,634 | $18.3M | 0.05% | −1,453−0.3% | Reduced |
| Retirement Systems of Alabama | 471,443 | $18.7M | 0.08% | −2,134−0.5% | Reduced |
| UBS Group AG | 494,920 | $19.6M | 0.01% | +114,317+30.0% | Added |
| Assenagon Asset Management S.A. | 496,952 | $19.7M | 0.08% | +206,839+71.3% | Added |
| O'Shaughnessy Asset Management, LLC | 501,263 | $19.8M | 0.31% | +25,496+5.4% | Added |
| Nordea Investment Management AB | 528,109 | $20.7M | 0.03% | +528,109 | New |
| Bank of America Corp | 543,424 | $21.5M | 0.00% | −38,710−6.6% | Reduced |
| Grace & White Inc | 560,573 | $22.2M | 4.26% | −2500.0% | Reduced |
| Legal & General Group Plc | 573,782 | $22.7M | 0.01% | +6,369+1.1% | Added |
| Rhumbline Advisers | 582,455 | $23.0M | 0.03% | −7,988−1.4% | Reduced |
| Schroder Investment Management Group | 606,164 | $24.0M | 0.04% | +40,924+7.2% | Added |
| JPMorgan Chase & Co | 626,272 | $24.8M | 0.00% | +95,426+18.0% | Added |
| Wellington Management Group LLP | 671,623 | $26.6M | 0.01% | +671,623 | New |
| Allianz Asset Management GmbH | 672,065 | $26.6M | 0.06% | +540,796+412.0% | Added |
| Bank of Montreal | 636,716 | $27.9M | 0.02% | +529,434+493.5% | Added |
| Principal Financial Group Inc | 741,816 | $29.3M | 0.02% | +6,665+0.9% | Added |
| Prudential Financial Inc | 771,930 | $30.5M | 0.05% | +123,185+19.0% | Added |
| Wedge Capital Management L L P | 823,374 | $32.6M | 0.55% | +30,362+3.8% | Added |
| Two Sigma Investments, LP | 824,580 | $32.6M | 0.10% | +271,584+49.1% | Added |
| Boone Capital Management LLC | 857,565 | $33.9M | 15.88% | +186,035+27.7% | Added |
| Balyasny Asset Management LLC | 859,798 | $34.0M | 0.11% | +859,798 | New |
| Gillson Capital LP | 865,931 | $34.3M | 2.84% | +395,348+84.0% | Added |
| First Trust Advisors LP | 933,907 | $36.9M | 0.04% | −17,885−1.9% | Reduced |