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 |
|---|---|---|---|---|---|
| Susquehanna International Group, LLP | 11,368 | $449.7K | 0.00% | −4,776−29.6% | Reduced |
| ProShare Advisors LLC | 11,125 | $440.1K | 0.00% | −14,682−56.9% | Reduced |
| Financial Advisory Service, Inc. | 11,065 | $437.7K | 0.05% | +79+0.7% | Added |
| United Services Automobile Association | 11,064 | $437.7K | 0.01% | −6,785−38.0% | Reduced |
| National Asset Management, Inc. | 10,912 | $431.7K | 0.01% | +151+1.4% | Added |
| Veritable, L.P. | 10,714 | $423.8K | 0.01% | +704+7.0% | Added |
| Utah Retirement Systems | 10,700 | $423.3K | 0.01% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 10,658 | $421.6K | 0.00% | −279−2.6% | Reduced |
| Clarius Group, LLC | 10,628 | $420.4K | 0.04% | −2,089−16.4% | Reduced |
| Lingohr & Partner Asset Management GmbH | 10,600 | $416.0K | 1.06% | 00.0% | Unchanged |
| Pitcairn Co | 10,388 | $410.9K | 0.04% | +20.0% | Added |
| Cerity Partners LLC | 10,342 | $410.5K | 0.00% | −2,628−20.3% | Reduced |
| Bessemer Group Inc | 10,295 | $408.0K | 0.00% | −765−6.9% | Reduced |
| Advisors Asset Management, Inc. | 10,269 | $406.2K | 0.01% | −79−0.8% | Reduced |
| Portman Square Capital LLP | 10,150 | $401.5K | 0.10% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 10,020 | $396.4K | 0.12% | +10,020 | New |
| Arnhold LLC | 10,000 | $395.6K | 0.04% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 9,990 | $395.2K | 0.05% | −894−8.2% | Reduced |
| Bridgefront Capital, LLC | 9,870 | $390.5K | 0.24% | +758+8.3% | Added |
| Pathstone Family Office, LLC | 9,873 | $389.5K | 0.01% | −12,515−55.9% | Reduced |
| HM Payson & Co | 9,830 | $388.9K | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 9,753 | $385.8K | 0.00% | −3,482−26.3% | Reduced |
| Old Port Advisors | 9,728 | $385.8K | 0.14% | −516−5.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 9,553 | $377.9K | 0.00% | −892−8.5% | Reduced |
| First Citizens Bank & Trust Co | 9,520 | $376.6K | 0.01% | 00.0% | Unchanged |
| CSS LLC | 9,500 | $375.8K | 0.03% | +9,500 | New |
| Wetherby Asset Management Inc | 9,437 | $373.3K | 0.02% | +208+2.3% | Added |
| Shelton Capital Management | 9,394 | $371.6K | 0.02% | −351−3.6% | Reduced |
| Mutual Advisors, LLC | 9,365 | $370.5K | 0.02% | +1,659+21.5% | Added |
| Old National Bancorp | 9,356 | $370.1K | 0.01% | −359−3.7% | Reduced |
| CenterBook Partners LP | 9,187 | $363.4K | 0.05% | −1,357−12.9% | Reduced |
| Sowell Financial Services LLC | 9,132 | $361.0K | 0.03% | +9,132 | New |
| Campion Asset Management LLC | 9,055 | $358.2K | 0.34% | +300+3.4% | Added |
| Bank of Nova Scotia | 8,659 | $342.6K | 0.00% | +8,659 | New |
| Centennial Wealth Advisory LLC | 8,490 | $335.8K | 0.18% | +8,490 | New |
| Quadrature Capital Ltd | 8,367 | $331.0K | 0.01% | +8,367 | New |
| Patten Group, Inc. | 8,185 | $323.8K | 0.10% | 00.0% | Unchanged |
| BancorpSouth Bank | 8,027 | $317.5K | 0.03% | −852−9.6% | Reduced |
| Ieq Capital, LLC | 8,020 | $317.3K | 0.01% | −46−0.6% | Reduced |
| Commerce Bank | 8,005 | $316.7K | 0.00% | −53−0.7% | Reduced |
| J.W. Cole Advisors, Inc. | 7,925 | $313.5K | 0.02% | +5+0.1% | Added |
| GWM Advisors LLC | 7,843 | $310.3K | 0.00% | −113−1.4% | Reduced |
| Eqis Capital Management, Inc. | 7,729 | $305.8K | 0.03% | −3,652−32.1% | Reduced |
| Seven Eight Capital, LP | 7,652 | $302.7K | 0.06% | +1,735+29.3% | Added |
| Atria Wealth Solutions, Inc. | 7,533 | $298.0K | 0.00% | +7,533 | New |
| Occudo Quantitative Strategies LP | 7,526 | $297.7K | 0.03% | +7,526 | New |
| BlueCrest Capital Management Ltd | 7,500 | $296.7K | 0.03% | +7,500 | New |
| Savant Capital, LLC | 7,490 | $296.3K | 0.01% | +303+4.2% | Added |
| Hanlon Investment Management, Inc. | 7,471 | $295.6K | 0.09% | +2,330+45.3% | Added |
| Means Investment Co., Inc. | 7,395 | $292.6K | 0.05% | +695+10.4% | Added |
| Northwestern Mutual Wealth Management Co | 7,339 | $290.3K | 0.00% | +569+8.4% | Added |
| Investors Asset Management of Georgia Inc | 7,325 | $289.8K | 0.15% | −100−1.3% | Reduced |
| Belpointe Asset Management LLC | 7,316 | $289.4K | 0.02% | −7,025−49.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 7,240 | $286.4K | 0.03% | 00.0% | Unchanged |
| State of Wyoming | 7,187 | $284.3K | 0.09% | −241−3.2% | Reduced |
| LMR Partners LLP | 7,082 | $280.2K | 0.01% | −18,563−72.4% | Reduced |
| CAPROCK Group, Inc. | 6,797 | $268.9K | 0.02% | +105+1.6% | Added |
| Profund Advisors LLC | 6,714 | $265.6K | 0.02% | −1,253−15.7% | Reduced |
| TFB Advisors LLC | 6,660 | $263.5K | 0.20% | +6,660 | New |
| Paragon Capital Management Ltd | 6,648 | $263.0K | 0.06% | −35−0.5% | Reduced |
| Balentine LLC | 6,524 | $258.1K | 0.01% | −1,579−19.5% | Reduced |
| Stokes Family Office, LLC | 6,497 | $257.0K | 0.03% | −274−4.0% | Reduced |
| Umb Bank N A | 6,466 | $255.8K | 0.00% | 00.0% | Unchanged |
| Watershed Asset Management, L.L.C. | 6,464 | $255.7K | 0.31% | +445+7.4% | Added |
| Veriti Management LLC | 6,400 | $253.2K | 0.03% | +6,400 | New |
| Bleakley Financial Group, LLC | 6,389 | $252.7K | 0.01% | +393+6.6% | Added |
| Sawtooth Solutions, LLC | 6,389 | $252.7K | 0.01% | +6,389 | New |
| Dark Forest Capital Management LP | 6,347 | $251.1K | 0.06% | +5,814+1,090.8% | Added |
| Regions Financial Corp | 6,328 | $251.0K | 0.00% | −137−2.1% | Reduced |
| Crawford Investment Counsel Inc | 6,326 | $250.3K | 0.01% | +6,326 | New |
| Ballentine Partners, LLC | 6,308 | $249.5K | 0.01% | −344−5.2% | Reduced |
| Forum Financial Management, LP | 6,220 | $246.1K | 0.01% | +72+1.2% | Added |
| DuPont Capital Management Corp | 6,210 | $245.7K | 0.01% | −52,185−89.4% | Reduced |
| Aigen Investment Management, LP | 6,163 | $243.8K | 0.03% | +6,163 | New |
| Quent Capital, LLC | 6,114 | $241.6K | 0.04% | +45+0.7% | Added |
| J. W. Coons Advisors, LLC | 6,045 | $239.1K | 0.07% | +600+11.0% | Added |
| Boston Private Wealth LLC | 6,000 | $237.3K | 0.00% | +6,000 | New |
| Shell Asset Management Co | 5,982 | $237.0K | 0.01% | −21−0.3% | Reduced |
| Carl P. Sherr & Co., LLC | 5,973 | $236.3K | 0.17% | +5,973 | New |
| Strategic Investment Advisors | 5,909 | $233.8K | 0.04% | +5,909 | New |
| Glenview Trust Co | 5,863 | $231.9K | 0.01% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 5,795 | $229.3K | 0.12% | −759−11.6% | Reduced |
| IHT Wealth Management, LLC | 5,731 | $226.7K | 0.01% | +5,731 | New |
| Cobblestone Capital Advisors LLC | 5,668 | $224.2K | 0.02% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 5,650 | $223.5K | 0.00% | +443+8.5% | Added |
| TownSquare Capital, LLC | 5,644 | $223.3K | 0.00% | +50+0.9% | Added |
| Fountainhead AM, LLC | 5,626 | $222.6K | 0.09% | +43+0.8% | Added |
| Coastline Trust Co | 5,570 | $220.3K | 0.03% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 5,550 | $219.6K | 0.00% | −4,250−43.4% | Reduced |
| MBM Wealth Consultants, LLC | 3,794 | $219.0K | 0.09% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 5,500 | $217.6K | 0.02% | −1,500−21.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 5,373 | $212.6K | 0.04% | +3+0.1% | Added |
| Stratos Wealth Partners, LTD. | 5,355 | $211.8K | 0.01% | +5,355 | New |
| Csenge Advisory Group | 5,291 | $209.3K | 0.02% | +5,291 | New |
| D.A. Davidson & Co. | 5,268 | $208.4K | 0.00% | +30+0.6% | Added |
| Nebula Research & Development LLC | 5,116 | $202.4K | 0.36% | +5,116 | New |
| Coastal Investment Advisors, Inc. | 5,085 | $201.2K | 0.05% | +175+3.6% | Added |
| FourThought Financial Partners, LLC | 5,072 | $200.6K | 0.03% | −16−0.3% | Reduced |
| KBC Group NV | 4,785 | $189.0K | 0.00% | −4,215−46.8% | Reduced |
| Toth Financial Advisory Corp | 4,758 | $188.2K | 0.03% | +25+0.5% | Added |