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 |
|---|---|---|---|---|---|
| Winton Group Ltd | 37,261 | $1.47M | 0.09% | +3,527+10.5% | Added |
| JustInvest LLC | 36,535 | $1.45M | 0.05% | +6,131+20.2% | Added |
| Investors Research Corp | 36,500 | $1.44M | 0.38% | −425−1.2% | Reduced |
| Kendall Capital Management | 36,345 | $1.44M | 0.69% | +5,615+18.3% | Added |
| BKD Wealth Advisors, LLC | 35,374 | $1.40M | 0.05% | −937−2.6% | Reduced |
| Sculati Wealth Management, LLC | 34,852 | $1.38M | 0.73% | −7,318−17.4% | Reduced |
| Clearbridge Investments, LLC | 34,723 | $1.37M | 0.00% | −768,508−95.7% | Reduced |
| New Mexico Educational Retirement Board | 33,900 | $1.34M | 0.07% | +2,300+7.3% | Added |
| MAI Capital Management | 33,514 | $1.33M | 0.02% | +6,869+25.8% | Added |
| HSBC Holdings PLC | 33,610 | $1.32M | 0.00% | +4,036+13.6% | Added |
| DGS Capital Management, LLC | 33,320 | $1.32M | 0.73% | +553+1.7% | Added |
| Mariner, LLC | 33,260 | $1.31M | 0.00% | −4,076−10.9% | Reduced |
| Advisor Partners II, LLC | 32,449 | $1.28M | 0.07% | −1,228−3.6% | Reduced |
| Private Advisor Group, LLC | 32,346 | $1.28M | 0.01% | −837−2.5% | Reduced |
| The PNC Financial Services Group, Inc. | 31,755 | $1.26M | 0.00% | −2,794−8.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 31,085 | $1.23M | 0.01% | +2,145+7.4% | Added |
| Teachers Retirement System of the State of Kentucky | 30,155 | $1.19M | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 30,098 | $1.19M | 0.05% | +21,444+247.8% | Added |
| Public Employees Retirement Association of Colorado | 28,865 | $1.14M | 0.01% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 29,400 | $1.13M | 0.00% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 28,445 | $1.13M | 0.66% | −7,065−19.9% | Reduced |
| Handelsbanken Fonder AB | 28,307 | $1.12M | 0.01% | +11,000+63.6% | Added |
| Tower Research Capital LLC (TRC) | 28,110 | $1.11M | 0.04% | +20,534+271.0% | Added |
| Fox Run Management, L.L.C. | 28,061 | $1.11M | 0.36% | +18,611+196.9% | Added |
| NJ State Employees Deferred Compensation Plan | 28,000 | $1.11M | 0.17% | 00.0% | Unchanged |
| Jane Street Group, LLC | 27,621 | $1.09M | 0.00% | +20,601+293.5% | Added |
| Venture Visionary Partners LLC | 27,575 | $1.09M | 0.07% | +4,528+19.6% | Added |
| Nations Financial Group Inc, | 27,333 | $1.08M | 0.11% | +571+2.1% | Added |
| MorganRosel Wealth Management, LLC | 26,981 | $1.07M | 0.46% | −2,387−8.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 26,370 | $1.04M | 0.22% | +432+1.7% | Added |
| Neuberger Berman Group LLC | 26,274 | $1.04M | 0.00% | +1,096+4.4% | Added |
| Boxwood Ventures, Inc. | 26,039 | $1.03M | 2.13% | +26,039 | New |
| State of Alaska, Department of Revenue | 25,765 | $1.02M | 0.01% | −325−1.2% | Reduced |
| Pearl River Capital, LLC | 25,709 | $1.02M | 0.16% | −13,622−34.6% | Reduced |
| Waterfront Wealth Inc. | 25,709 | $1.02M | 0.33% | +1,640+6.8% | Added |
| CIBC World Markets Inc. | 25,481 | $1.01M | 0.00% | +25,481 | New |
| Xponance, Inc. | 25,222 | $997.8K | 0.01% | +59+0.2% | Added |
| Westpac Banking Corp | 25,184 | $996.3K | 0.01% | +229+0.9% | Added |
| State of Wisconsin Investment Board | 25,059 | $991.3K | 0.00% | +127+0.5% | Added |
| Engineers Gate Manager LP | 24,893 | $984.8K | 0.04% | +16,473+195.6% | Added |
| Vident Investment Advisory, LLC | 24,599 | $973.1K | 0.03% | +9,609+64.1% | Added |
| Abacus Planning Group, Inc. | 24,448 | $967.2K | 0.25% | −133−0.5% | Reduced |
| Pictet Asset Management SA | 24,233 | $958.7K | 0.00% | −91−0.4% | Reduced |
| Signaturefd, LLC | 22,897 | $905.8K | 0.02% | +861+3.9% | Added |
| Lifestyle Asset Management, Inc. | 22,678 | $897.1K | 0.60% | +22,678 | New |
| Edgestream Partners, L.P. | 22,186 | $877.7K | 0.10% | −46,073−67.5% | Reduced |
| Affinity Investment Advisors, LLC | 22,148 | $876.2K | 0.47% | −6,959−23.9% | Reduced |
| Stephens Inc | 22,005 | $870.5K | 0.02% | −2,325−9.6% | Reduced |
| Oppenheimer & Co Inc | 21,422 | $847.5K | 0.02% | −5,743−21.1% | Reduced |
| Cambria Investment Management, L.P. | 21,344 | $844.4K | 0.07% | −16,928−44.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 21,199 | $838.6K | 0.00% | −36,505−63.3% | Reduced |
| Natixis Advisors, L.P. | 21,057 | $833.0K | 0.00% | +1,534+7.9% | Added |
| Aquila Investment Management LLC | 21,000 | $830.8K | 0.69% | +21,000 | New |
| SG Americas Securities, LLC | 20,758 | $821.0K | 0.01% | +8,637+71.3% | Added |
| M&T Bank Corp | 20,689 | $818.1K | 0.00% | −106−0.5% | Reduced |
| Crossmark Global Holdings, Inc. | 20,062 | $794.0K | 0.02% | +124+0.6% | Added |
| Vestcor Inc | 20,049 | $793.0K | 0.03% | 00.0% | Unchanged |
| Aviva PLC | 19,508 | $771.7K | 0.00% | +19,508 | New |
| Los Angeles Capital Management LLC | 19,393 | $767.2K | 0.00% | −327,936−94.4% | Reduced |
| First Republic Investment Management, Inc. | 19,175 | $758.6K | 0.00% | +526+2.8% | Added |
| Mercer Global Advisors Inc | 19,165 | $758.0K | 0.00% | −2,596−11.9% | Reduced |
| MML Investors Services, LLC | 19,038 | $753.0K | 0.01% | +326+1.7% | Added |
| XML Financial, LLC | 19,150 | $741.8K | 0.09% | −950−4.7% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 18,033 | $713.4K | 0.05% | −36,833−67.1% | Reduced |
| Cetera Investment Advisers | 17,754 | $702.4K | 0.01% | +2,289+14.8% | Added |
| Ethic Inc. | 17,683 | $699.5K | 0.03% | +5,230+42.0% | Added |
| Securian Asset Management, Inc | 17,031 | $673.7K | 0.02% | −136−0.8% | Reduced |
| Greenleaf Trust | 16,872 | $667.5K | 0.01% | +139+0.8% | Added |
| BNP Paribas Arbitrage, SA | 16,775 | $663.6K | 0.00% | −88,875−84.1% | Reduced |
| PDT Partners, LLC | 16,600 | $656.7K | 0.09% | +1,110+7.2% | Added |
| Pinkerton Retirement Specialists, LLC | 16,274 | $643.8K | 0.12% | +8,121+99.6% | Added |
| Squarepoint Ops LLC | 16,209 | $641.2K | 0.00% | −5,032−23.7% | Reduced |
| Maryland State Retirement & Pension System | 16,191 | $640.5K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 16,151 | $638.9K | 0.01% | +60+0.4% | Added |
| Atlas Capital Advisors LLC | 15,952 | $631.1K | 0.10% | −1,875−10.5% | Reduced |
| Estate Counselors, LLC | 15,555 | $615.4K | 0.08% | +15,555 | New |
| Exchange Traded Concepts, LLC | 15,432 | $610.5K | 0.02% | +15,363+22,265.2% | Added |
| National Bank of Canada | 15,330 | $606.2K | 0.00% | −199−1.3% | Reduced |
| Coombe, Bender & Co LLC | 15,220 | $602.1K | 0.47% | +171+1.1% | Added |
| Carret Asset Management, LLC | 14,937 | $591.0K | 0.08% | −1,500−9.1% | Reduced |
| Advisory Research Inc | 14,764 | $584.1K | 0.10% | +14,764 | New |
| United Capital Financial Advisers, LLC | 14,747 | $583.4K | 0.00% | −3,671−19.9% | Reduced |
| Evergreen Capital Management LLC | 14,545 | $575.4K | 0.03% | −286−1.9% | Reduced |
| BOS Asset Management, LLC | 14,310 | $566.1K | 0.47% | −963−6.3% | Reduced |
| Neumann Capital Management, LLC | 13,883 | $549.2K | 0.24% | 00.0% | Unchanged |
| Scotia Capital Inc. | 13,873 | $548.8K | 0.00% | −2,230−13.8% | Reduced |
| Cetera Advisor Networks LLC | 13,773 | $544.9K | 0.00% | −89−0.6% | Reduced |
| Dumont & Blake Investment Advisors LLC | 13,670 | $541.0K | 0.18% | −177−1.3% | Reduced |
| Diversified Trust Co | 13,527 | $535.1K | 0.02% | +5,015+58.9% | Added |
| Coldstream Capital Management Inc | 13,296 | $526.0K | 0.02% | −543−3.9% | Reduced |
| Zacks Investment Management | 13,186 | $521.6K | 0.01% | +1,614+13.9% | Added |
| Measured Wealth Private Client Group, LLC | 12,931 | $511.6K | 0.20% | +3,765+41.1% | Added |
| Patten & Patten Inc | 12,601 | $498.5K | 0.04% | −170−1.3% | Reduced |
| Relative Value Partners Group, LLC | 12,550 | $496.5K | 0.03% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 16,804 | $487.0K | 0.04% | +1,496+9.8% | Added |
| Gotham Asset Management, LLC | 12,124 | $479.6K | 0.01% | +116+1.0% | Added |
| Point72 Middle East FZE | 11,781 | $466.1K | 0.03% | +11,781 | New |
| Beacon Pointe Advisors, LLC | 11,778 | $465.9K | 0.01% | +969+9.0% | Added |
| Accurate Wealth Management, LLC | 11,657 | $458.1K | 0.16% | +2,799+31.6% | Added |
| Echo Street Capital Management LLC | 11,518 | $455.7K | 0.00% | +11,518 | New |