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 |
|---|---|---|---|---|---|
| Skandinaviska Enskilda Banken AB (publ) | 955,200 | $37.8M | 0.26% | +7,200+0.8% | Added |
| Point72 Asset Management, L.P. | 971,098 | $38.4M | 0.14% | −380,462−28.1% | Reduced |
| Nuveen Asset Management, LLC | 1,089,585 | $43.1M | 0.02% | +101,601+10.3% | Added |
| Millennium Management LLC | 1,090,065 | $43.1M | 0.05% | −172,229−13.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 1,105,790 | $43.7M | 0.42% | +668,923+153.1% | Added |
| Assetmark, Inc | 1,304,624 | $51.6M | 0.21% | +1,184,937+990.0% | Added |
| Invesco Ltd. | 1,493,644 | $59.1M | 0.02% | −973,508−39.5% | Reduced |
| Acadian Asset Management LLC | 1,513,973 | $59.9M | 0.26% | +125,003+9.0% | Added |
| Two Sigma Advisers, LP | 1,546,500 | $61.2M | 0.16% | −111,100−6.7% | Reduced |
| Victory Capital Management Inc | 1,622,417 | $64.2M | 0.07% | +534,069+49.1% | Added |
| Northern Trust Corp | 1,731,069 | $68.5M | 0.01% | +4,850+0.3% | Added |
| Goldman Sachs Group Inc | 1,767,062 | $69.9M | 0.02% | −701,910−28.4% | Reduced |
| Citadel Advisors LLC | 2,029,968 | $80.3M | 0.09% | +1,455,258+253.2% | Added |
| Bank of New York Mellon Corp | 2,643,737 | $104.6M | 0.02% | +62,718+2.4% | Added |
| LSV Asset Management | 2,778,077 | $109.9M | 0.25% | −142,100−4.9% | Reduced |
| Geode Capital Management, LLC | 2,859,832 | $113.7M | 0.01% | +173,708+6.5% | Added |
| AQR Capital Management LLC | 3,481,641 | $136.2M | 0.30% | +977,334+39.0% | Added |
| Morgan Stanley | 3,651,934 | $144.5M | 0.02% | −297,036−7.5% | Reduced |
| Donald Smith & Co., Inc. | 3,795,073 | $150.1M | 5.53% | −11,306−0.3% | Reduced |
| Viking Global Investors LPSuperinvestorViking Global Investors | 4,253,413 | $168.3M | 0.79% | +822,139+24.0% | Added |
| Charles Schwab Investment Management Inc | 4,540,417 | $179.6M | 0.05% | −267,679−5.6% | Reduced |
| State Street Corp | 6,070,897 | $240.2M | 0.01% | −927,984−13.3% | Reduced |
| Dimensional Fund Advisors LP | 7,443,968 | $294.5M | 0.10% | −940,093−11.2% | Reduced |
| FMR LLC | 10,849,553 | $429.2M | 0.04% | −6,952,329−39.1% | Reduced |
| Norges Bank | 10,901,991 | $431.3M | 0.09% | +508,055+4.9% | Added |
| Vanguard Group Inc | 20,610,556 | $815.4M | 0.02% | +1,178,611+6.1% | Added |
| BlackRock Inc. | 23,888,656 | $945.0M | 0.03% | −886,173−3.6% | Reduced |
| Freemont Management S.A. | 0 | $0 | 0.00% | −327,500−100.0% | Sold out |
| Gilman Hill Asset Management, LLC | 0 | $0 | 0.00% | −169,460−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −155,440−100.0% | Sold out |
| Miller Howard Investments Inc | 0 | $0 | 0.00% | −110,000−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −102,273−100.0% | Sold out |
| Foundry Partners, LLC | 0 | $0 | 0.00% | −81,138−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −44,755−100.0% | Sold out |
| Mork Capital Management, LLC | 0 | $0 | 0.00% | −41,510−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −35,806−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −30,265−100.0% | Sold out |
| Hartford Investment Management Co | 0 | $0 | 0.00% | −29,474−100.0% | Sold out |
| Quantedge Capital Pte Ltd | 0 | $0 | 0.00% | −28,724−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −27,800−100.0% | Sold out |
| Legal Advantage Investments, Inc. | 0 | $0 | 0.00% | −22,121−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −21,046−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −19,000−100.0% | Sold out |
| Redhawk Wealth Advisors, Inc. | 0 | $0 | 0.00% | −18,543−100.0% | Sold out |
| Private Advisory Group LLC | 0 | $0 | 0.00% | −17,704−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −16,173−100.0% | Sold out |
| Twelve Points Wealth Management LLC | 0 | $0 | 0.00% | −13,972−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −11,802−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −9,804−100.0% | Sold out |
| Principle Wealth Partners LLC | 0 | $0 | 0.00% | −8,640−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −8,625−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −7,343−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −7,261−100.0% | Sold out |
| Brookstone Capital Management | 0 | $0 | 0.00% | −6,936−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −6,730−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −6,514−100.0% | Sold out |
| Headinvest, LLC | 0 | $0 | 0.00% | −6,405−100.0% | Sold out |
| Edmonds Duncan Registered Investment Advisors, LLC | 0 | $0 | 0.00% | −6,225−100.0% | Sold out |
| Essex Financial Services, Inc. | 0 | $0 | 0.00% | −6,030−100.0% | Sold out |
| Wintrust Investments LLC | 0 | $0 | 0.00% | −5,969−100.0% | Sold out |
| CTC Capital Management, LLC | 0 | $0 | 0.00% | −5,900−100.0% | Sold out |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | $0 | 0.00% | −5,223−100.0% | Sold out |
| NorthRock Partners, LLC | 0 | $0 | 0.00% | −5,187−100.0% | Sold out |
| Arden Trust Co | 0 | $0 | 0.00% | −5,186−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −5,058−100.0% | Sold out |
| Wealthsource Partners, LLC | 0 | $0 | 0.00% | −4,990−100.0% | Sold out |
| V Wealth Advisors LLC | 0 | $0 | 0.00% | −4,975−100.0% | Sold out |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −3,644−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −3,601−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −3,006−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −1,116−100.0% | Sold out |
| Norway Savings Bank | 0 | $0 | 0.00% | −979−100.0% | Sold out |
| Ten Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −658−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −452−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −427−100.0% | Sold out |
| MinichMacGregor Wealth Management, LLC | 0 | $0 | 0.00% | −423−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −328−100.0% | Sold out |
| Washington Trust Advisors, Inc. | 0 | $0 | 0.00% | −315−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −301−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −251−100.0% | Sold out |
| Coppell Advisory Solutions Corp. | 0 | $0 | 0.00% | −251−100.0% | Sold out |
| Institutional & Family Asset Management, LLC | 0 | $0 | 0.00% | −176−100.0% | Sold out |
| PFG Private Wealth Management, LLC | 0 | $0 | 0.00% | −94−100.0% | Sold out |
| EWG Elevate Inc. | 0 | $0 | 0.00% | −73−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| My Personal CFO, LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Zions Bancorporation, N.A. | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |
| Alaska Permanent Fund Corp | – | – | – | – | Not filed |
| Neo Ivy Capital Management | – | – | – | – | Not filed |
| ARGI Investment Services, LLC | – | – | – | – | Not filed |