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 |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 4,563 | $188.0K | 0.00% | +1,636+55.9% | Added |
| Proequities, Inc. | 4,679 | $185.1K | 0.01% | +332+7.6% | Added |
| Fifth Third Bancorp | 4,619 | $182.7K | 0.00% | +1,220+35.9% | Added |
| CWM, LLC | 4,368 | $173.0K | 0.00% | +191+4.6% | Added |
| HHM Wealth Advisors, LLC | 4,110 | $162.6K | 0.03% | +754+22.5% | Added |
| Erste Asset Management GmbH | 4,100 | $159.9K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 4,000 | $158.2K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 3,958 | $157.0K | 0.00% | −1,529−27.9% | Reduced |
| Quadrant Capital Group LLC | 3,861 | $152.7K | 0.02% | +515+15.4% | Added |
| JJJ Advisors Inc. | 3,741 | $149.8K | 0.04% | +453+13.8% | Added |
| International Assets Investment Management, LLC | 3,640 | $144.0K | 0.02% | −3,927−51.9% | Reduced |
| Hanson & Doremus Investment Management | 3,559 | $141.0K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,286 | $130.0K | 0.00% | +230+7.5% | Added |
| IFP Advisors, Inc | 3,006 | $117.6K | 0.01% | −245−7.5% | Reduced |
| Nomura Asset Management Co Ltd | 2,910 | $115.1K | 0.00% | −2,030−41.1% | Reduced |
| C M Bidwell & Associates Ltd | 2,714 | $107.4K | 0.08% | −295−9.8% | Reduced |
| West Branch Capital LLC | 2,709 | $107.2K | 0.06% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 2,614 | $103.4K | 0.00% | +2,614 | New |
| Centaurus Financial, Inc. | 2,536 | $100.0K | 0.01% | +2,536 | New |
| Covestor Ltd | 2,507 | $99.0K | 0.09% | +889+54.9% | Added |
| Group One Trading, L.P. | 2,436 | $96.4K | 0.00% | −1,927−44.2% | Reduced |
| Proffitt & Goodson Inc | 2,393 | $94.7K | 0.02% | −185−7.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 2,100 | $83.1K | 0.00% | −14−0.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,940 | $77.0K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 1,904 | $75.3K | 0.05% | 00.0% | Unchanged |
| Allworth Financial LP | 1,860 | $73.6K | 0.00% | +1,235+197.6% | Added |
| South State Corp. | 1,828 | $72.3K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 1,824 | $72.0K | 0.06% | +10+0.6% | Added |
| Private Trust Co NA | 1,664 | $65.8K | 0.01% | −5−0.3% | Reduced |
| Machina Capital S.A.S. | 1,586 | $62.7K | 0.06% | +1,586 | New |
| Lindbrook Capital, LLC | 1,570 | $62.1K | 0.01% | −10−0.6% | Reduced |
| Geneos Wealth Management Inc. | 1,459 | $57.7K | 0.00% | −342−19.0% | Reduced |
| TCI Wealth Advisors, Inc. | 1,344 | $53.2K | 0.01% | −560−29.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,307 | $51.7K | 0.00% | −236−15.3% | Reduced |
| Addison Advisors LLC | 1,162 | $46.0K | 0.03% | −11−0.9% | Reduced |
| Farther Finance Advisors, LLC | 1,146 | $45.3K | 0.01% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 1,102 | $43.6K | 0.02% | +1,102 | New |
| Tilia Fiduciary Partners, Inc. | 1,100 | $43.5K | 0.04% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,082 | $42.8K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,079 | $42.7K | 0.00% | +200+22.8% | Added |
| Hoey Investments, Inc | 1,050 | $41.5K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,035 | $40.9K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,001 | $39.2K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 966 | $38.2K | 0.02% | +5+0.5% | Added |
| Global Retirement Partners, LLC | 849 | $37.3K | 0.00% | −189−18.2% | Reduced |
| Clearstead Advisors, LLC | 900 | $35.6K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 873 | $34.5K | 0.00% | −7−0.8% | Reduced |
| Ellevest, Inc. | 872 | $34.5K | 0.00% | −464−34.7% | Reduced |
| North Star Investment Management Corp. | 826 | $32.7K | 0.00% | +2+0.2% | Added |
| Parkside Financial Bank & Trust | 785 | $31.1K | 0.01% | −18−2.2% | Reduced |
| CVA Family Office, LLC | 780 | $30.9K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 774 | $30.6K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 769 | $30.4K | 0.02% | −2,244−74.5% | Reduced |
| McIlrath & Eck, LLC | 700 | $27.7K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 699 | $27.7K | 0.00% | +139+24.8% | Added |
| Glassman Wealth Services | 682 | $27.0K | 0.00% | +8+1.2% | Added |
| Tradition Wealth Management, LLC | 642 | $25.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 544 | $22.3K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 561 | $22.2K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 560 | $22.2K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 500 | $19.5K | 0.02% | +500 | New |
| EverSource Wealth Advisors, LLC | 479 | $18.9K | 0.00% | +119+33.1% | Added |
| Baker Avenue Asset Management, LP | 451 | $17.8K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 410 | $16.2K | 0.01% | +3+0.7% | Added |
| Bartlett & Co. LLC | 392 | $16.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 404 | $16.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 400 | $15.8K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 399 | $15.8K | 0.00% | −416−51.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 392 | $15.5K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 310 | $12.2K | 0.00% | +310 | New |
| Heritage Wealth Advisors | 304 | $12.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 286 | $11.3K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 280 | $11.1K | 0.00% | +147+110.5% | Added |
| Coston, McIsaac & Partners | 265 | $10.0K | 0.00% | +95+55.9% | Added |
| Hillsdale Investment Management Inc. | 250 | $9.89K | 0.00% | +250 | New |
| Studio Investment Management LLC | 241 | $9.53K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 237 | $9.00K | 0.00% | +141+146.9% | Added |
| Newbridge Financial Services Group, Inc. | 226 | $8.94K | 0.00% | +35+18.3% | Added |
| Hollencrest Capital Management | 224 | $8.86K | 0.00% | +2+0.9% | Added |
| SOA Wealth Advisors, LLC. | 221 | $8.75K | 0.00% | −105−32.2% | Reduced |
| JFS Wealth Advisors, LLC | 209 | $8.27K | 0.00% | −7−3.2% | Reduced |
| Private Ocean, LLC | 209 | $8.27K | 0.00% | +209 | New |
| Sutton Wealth Advisors Inc. | 203 | $8.03K | 0.00% | −28−12.1% | Reduced |
| Accel Wealth Management | 200 | $7.91K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 171 | $6.76K | 0.00% | +54+46.2% | Added |
| Armstrong Advisory Group, Inc | 167 | $6.61K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 159 | $6.29K | 0.01% | −33−17.2% | Reduced |
| Bell Investment Advisors, Inc | 152 | $6.01K | 0.00% | +15+10.9% | Added |
| AdvisorNet Financial, Inc | 133 | $5.26K | 0.00% | −224−62.7% | Reduced |
| Newton One Investments LLC | 128 | $5.06K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 116 | $4.85K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 120 | $4.75K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 119 | $4.70K | 0.00% | +30+33.7% | Added |
| Beacon Capital Management, LLC | 111 | $4.39K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 100 | $3.96K | 0.00% | +82+455.6% | Added |
| Amundi | 96 | $3.77K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 85 | $3.36K | 0.00% | −7−7.6% | Reduced |
| Earnest Partners LLC | 81 | $3.20K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 77 | $3.05K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 76 | $3.01K | 0.00% | +8+11.8% | Added |