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 |
|---|---|---|---|---|---|
| Great West Life Assurance Co | 171,492 | $6.79M | 0.02% | −2,779−1.6% | Reduced |
| CI Private Wealth, LLC | 170,253 | $6.74M | 0.02% | −407−0.2% | Reduced |
| Triasima Portfolio Management inc. | 168,380 | $6.66M | 0.55% | −92,770−35.5% | Reduced |
| Barnett & Company, Inc. | 167,900 | $6.64M | 5.05% | +700+0.4% | Added |
| Texas Permanent School Fund | 167,706 | $6.63M | 0.07% | +41,985+33.4% | Added |
| Raymond James & Associates | 163,941 | $6.49M | 0.01% | −46,206−22.0% | Reduced |
| Ensign Peak Advisors, Inc | 161,765 | $6.40M | 0.01% | −56,358−25.8% | Reduced |
| Cubist Systematic Strategies, LLC | 158,461 | $6.27M | 0.06% | +12,315+8.4% | Added |
| Algert Global LLC | 152,984 | $6.05M | 0.29% | +7,884+5.4% | Added |
| Wells Fargo & Company | 150,665 | $5.96M | 0.00% | −250,937−62.5% | Reduced |
| Mutual of America Capital Management LLC | 150,619 | $5.96M | 0.07% | −3,159−2.1% | Reduced |
| M&G Investment Management Ltd | 144,958 | $5.80M | 0.04% | +144,958 | New |
| Jacobs Levy Equity Management, Inc | 144,486 | $5.72M | 0.04% | −33,669−18.9% | Reduced |
| Dorsey Wright & Associates | 142,581 | $5.64M | 1.71% | −1,111−0.8% | Reduced |
| Walleye Capital LLC | 140,073 | $5.54M | 0.11% | +110,226+369.3% | Added |
| Lazard Asset Management LLC | 138,283 | $5.47M | 0.01% | +15,020+12.2% | Added |
| Moore Capital Management, LP | 131,402 | $5.20M | 0.16% | +131,402 | New |
| Amalgamated Bank | 131,287 | $5.19M | 0.04% | −39,317−23.0% | Reduced |
| Burney Co | 129,430 | $5.12M | 0.25% | +15,481+13.6% | Added |
| MetLife Investment Management | 114,902 | $4.55M | 0.03% | −3,069−2.6% | Reduced |
| Public Employees Retirement System of Ohio | 114,116 | $4.51M | 0.02% | +3,644+3.3% | Added |
| Cipher Capital LP | 110,295 | $4.36M | 0.81% | +110,295 | New |
| State of New Jersey Common Pension Fund D | 104,911 | $4.15M | 0.01% | −5,057−4.6% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 104,057 | $4.12M | 1.44% | +104,057 | New |
| US Bancorp | 102,727 | $4.06M | 0.01% | +499+0.5% | Added |
| Capital Fund Management S.A. | 102,067 | $4.04M | 0.08% | +85,944+533.1% | Added |
| Wealthfront Advisers LLC | 100,937 | $3.99M | 0.02% | −2,574−2.5% | Reduced |
| Yousif Capital Management, LLC | 100,664 | $3.98M | 0.05% | −1,895−1.8% | Reduced |
| Price T Rowe Associates Inc | 100,443 | $3.97M | 0.00% | −1,849−1.8% | Reduced |
| Trexquant Investment LP | 99,982 | $3.96M | 0.11% | −10,242−9.3% | Reduced |
| Ibex Wealth Advisors | 98,727 | $3.91M | 1.01% | +4,182+4.4% | Added |
| Teacher Retirement System of Texas | 97,795 | $3.87M | 0.03% | +6,843+7.5% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 97,748 | $3.87M | 0.02% | +66,900+216.9% | Added |
| APG Asset Management N.V. | 105,900 | $3.86M | 0.01% | +36,700+53.0% | Added |
| Renaissance Technologies LLC | 96,900 | $3.83M | 0.01% | +96,900 | New |
| Envestnet Asset Management Inc | 555,390 | $3.70M | 0.00% | +459,676+480.3% | Added |
| Foster & Motley Inc | 93,092 | $3.68M | 0.30% | +14,409+18.3% | Added |
| Hussman Strategic Advisors, Inc. | 93,000 | $3.68M | 0.58% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 92,515 | $3.66M | 0.00% | +52,541+131.4% | Added |
| Janney Montgomery Scott LLC | 92,100 | $3.64M | 0.01% | −54,214−37.1% | Reduced |
| Caisse de Depot Et Placement du Quebec | 87,874 | $3.48M | 0.01% | +87,874 | New |
| First Horizon Advisors, Inc. | 86,748 | $3.43M | 0.12% | +1,005+1.2% | Added |
| Treasurer of the State of North Carolina | 86,629 | $3.43M | 0.02% | +620+0.7% | Added |
| Creative Planning | 85,905 | $3.40M | 0.00% | +4,991+6.2% | Added |
| Quantbot Technologies LP | 85,789 | $3.39M | 0.24% | +85,789 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 84,228 | $3.33M | 0.03% | +102+0.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 78,594 | $3.11M | 0.08% | +10,217+14.9% | Added |
| Putnam Investments LLC | 76,637 | $3.03M | 0.00% | −13,498−15.0% | Reduced |
| apricus wealth, LLC | 76,000 | $3.01M | 2.74% | +975+1.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 74,771 | $2.96M | 0.01% | +4,986+7.1% | Added |
| Bridgewater Associates, LP | 72,701 | $2.88M | 0.02% | −34,794−32.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 71,038 | $2.81M | 0.02% | +71,038 | New |
| Citigroup Inc | 70,142 | $2.77M | 0.00% | +12,730+22.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 67,595 | $2.67M | 0.01% | −45,868−40.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 67,150 | $2.66M | 0.25% | +67,150 | New |
| Shay Capital LLC | 66,000 | $2.61M | 1.08% | +66,000 | New |
| Illinois Municipal Retirement Fund | 65,768 | $2.60M | 0.06% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 64,898 | $2.57M | 0.03% | −5,968−8.4% | Reduced |
| Walleye Trading LLC | 64,020 | $2.53M | 0.09% | −19,484−23.3% | Reduced |
| IFG Advisory, LLC | 62,478 | $2.47M | 0.23% | +9,645+18.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 62,400 | $2.47M | 0.26% | 00.0% | Unchanged |
| Auxier Asset Management | 61,917 | $2.45M | 0.42% | −1,185−1.9% | Reduced |
| Advisory Services Network, LLC | 61,865 | $2.45M | 0.07% | −5,094−7.6% | Reduced |
| Canada Pension Plan Investment Board | 61,300 | $2.43M | 0.00% | −76,400−55.5% | Reduced |
| PEAK6 Investments LLC | 60,893 | $2.41M | 0.15% | +60,893 | New |
| Quantinno Capital Management LP | 58,870 | $2.33M | 0.15% | −5,340−8.3% | Reduced |
| Arizona State Retirement System | 57,644 | $2.28M | 0.02% | +1,209+2.1% | Added |
| Pinebridge Investments, L.P. | 55,061 | $2.18M | 0.02% | −952−1.7% | Reduced |
| Oregon Public Employees Retirement Fund | 54,573 | $2.16M | 0.03% | −337−0.6% | Reduced |
| Nisa Investment Advisors, LLC | 54,382 | $2.15M | 0.02% | −73,938−57.6% | Reduced |
| Bokf, NA | 53,882 | $2.13M | 0.04% | −7,178−11.8% | Reduced |
| STRS Ohio | 53,624 | $2.12M | 0.01% | +152+0.3% | Added |
| Commonwealth Equity Services, LLC | 52,047 | $2.06M | 0.00% | +8,018+18.2% | Added |
| Oberweis Asset Management Inc | 51,000 | $2.02M | 0.31% | +22,000+75.9% | Added |
| HighTower Advisors, LLC | 50,004 | $1.98M | 0.00% | −2,703−5.1% | Reduced |
| Deutsche Bank AG | 50,146 | $1.98M | 0.00% | −22,347−30.8% | Reduced |
| Boston Financial Mangement LLC | 50,000 | $1.98M | 0.08% | −120,039−70.6% | Reduced |
| Louisiana State Employees Retirement System | 49,600 | $1.96M | 0.05% | −500−1.0% | Reduced |
| Anchor Investment Management, LLC | 49,403 | $1.95M | 0.27% | 00.0% | Unchanged |
| Centiva Capital, LP | 48,059 | $1.90M | 0.11% | +46,241+2,543.5% | Added |
| B.O.S.S. Retirement Advisors, LLC | 47,884 | $1.89M | 0.45% | +47,884 | New |
| Ameritas Investment Partners, Inc. | 47,608 | $1.88M | 0.07% | −741−1.5% | Reduced |
| State of Michigan Retirement System | 47,200 | $1.87M | 0.01% | −400−0.8% | Reduced |
| Toronto Dominion Bank | 45,700 | $1.81M | 0.00% | −8,800−16.1% | Reduced |
| Kingsview Wealth Management, LLC | 44,669 | $1.77M | 0.07% | +13,913+45.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 44,383 | $1.76M | 0.01% | +4,520+11.3% | Added |
| Integrated Wealth Concepts LLC | 43,784 | $1.73M | 0.04% | +14,998+52.1% | Added |
| Shilanski & Associates, Inc. | 43,336 | $1.70M | 0.77% | +644+1.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 42,958 | $1.70M | 0.00% | +1,858+4.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 41,488 | $1.64M | 0.04% | +24,181+139.7% | Added |
| D. E. Shaw & Co., Inc. | 40,678 | $1.61M | 0.00% | +33,936+503.4% | Added |
| Great Diamond Partners, LLC | 40,523 | $1.60M | 0.46% | −1,616−3.8% | Reduced |
| Federated Hermes, Inc. | 40,302 | $1.59M | 0.00% | +13,510+50.4% | Added |
| Sigma Planning Corp | 40,067 | $1.59M | 0.05% | +3,979+11.0% | Added |
| Prospera Financial Services Inc | 38,996 | $1.54M | 0.06% | +38,996 | New |
| Ritholtz Wealth Management | 38,875 | $1.54M | 0.08% | +14,731+61.0% | Added |
| Aviance Capital Partners, LLC | 37,917 | $1.50M | 0.33% | +539+1.4% | Added |
| Bayesian Capital Management, LP | 37,900 | $1.50M | 0.19% | +14,285+60.5% | Added |
| Cordatus Wealth Management LLC | 37,725 | $1.49M | 1.90% | −2,279−5.7% | Reduced |
| Naples Global Advisors, LLC | 37,390 | $1.48M | 0.18% | −1,100−2.9% | Reduced |