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Livermore
Livermore
ZHEN

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, Q2 2023

Institutional positions in Unum Group as of Jun 30, 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
557
+34 vs. Q1 2023
Shares held
167.2M
−887.7K (−0.5%) vs. Q1 2023
Total value
$7.97B
+$1.32B (+19.9%) vs. Q1 2023
New holders
81
183 more added
Sold out
47
202 more reduced

4 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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.

Institutional holdersQ2 2023: 557 institutions
Q1 2021: 459 institutionsQ2 2021: 451 institutionsQ3 2021: 459 institutionsQ4 2021: 444 institutionsQ1 2022: 466 institutionsQ2 2022: 487 institutionsQ3 2022: 492 institutionsQ4 2022: 528 institutionsQ1 2023: 527 institutionsQ2 2023: 557 institutionsQ3 2023: 580 institutionsQ4 2023: 572 institutionsQ1 2024: 580 institutionsQ2 2024: 579 institutionsQ3 2024: 625 institutionsQ4 2024: 685 institutionsQ1 2025: 729 institutionsQ2 2025: 736 institutionsQ3 2025: 674 institutionsQ4 2025: 699 institutionsQ1 2026: 702 institutionsQ2 2026: 766 institutions
Value heldQ2 2023: $7.97B
Q1 2021: $4.67BQ2 2021: $4.88BQ3 2021: $4.18BQ4 2021: $4.09BQ1 2022: $5.36BQ2 2022: $5.76BQ3 2022: $6.59BQ4 2022: $6.94BQ1 2023: $6.65BQ2 2023: $7.97BQ3 2023: $8.14BQ4 2023: $7.51BQ1 2024: $8.87BQ2 2024: $8.25BQ3 2024: $9.30BQ4 2024: $11.3BQ1 2025: $12.6BQ2 2025: $12.3BQ3 2025: $10.4BQ4 2025: $11.3BQ1 2026: $9.25BQ2 2026: $12.6B
Institutions holding UNM and their total value by quarter
QuarterHoldersValue
Q2 2026766$12.6B
Q1 2026702$9.25B
Q4 2025699$11.3B
Q3 2025674$10.4B
Q2 2025736$12.3B
Q1 2025729$12.6B
Q4 2024685$11.3B
Q3 2024625$9.30B
Q2 2024579$8.25B
Q1 2024580$8.87B
Q4 2023572$7.51B
Q3 2023580$8.14B
Q2 2023557$7.97B
Q1 2023527$6.65B
Q4 2022528$6.94B
Q3 2022492$6.59B
Q2 2022487$5.76B
Q1 2022466$5.36B
Q4 2021444$4.09B
Q3 2021459$4.18B
Q2 2021451$4.88B
Q1 2021459$4.67B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Unum Group; share changes are against Q1 2023.

Institutions holding UNM in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Clear Street Markets LLC1$00.00%+1New
Trust Co of Vermont2$950.00%00.0%Unchanged
Motco2$950.00%+2New
Gradient Investments LLC5$2390.00%+5New
Crewe Advisors LLC6$2870.00%+6New
VisionPoint Advisory Group, LLC8$3820.00%+8New
Retirement Group, LLC10$4770.00%+10New
Horizon Investments, LLC13$6150.00%00.0%Unchanged
25 LLC13$6170.00%00.0%Unchanged
Tfo-TDC, LLC14$6680.00%00.0%Unchanged
Venturi Wealth Management, LLC20$9540.00%+20New
SkyView Investment Advisors, LLC21$1.00K0.00%+10+90.9%Added
Avion Wealth24$1.00K0.00%+24New
Focused Wealth Management, Inc23$1.12K0.00%00.0%Unchanged
RFP Financial Group LLC24$1.15K0.00%00.0%Unchanged
Concord Wealth Partners25$1.19K0.00%+25New
M&R Capital Management Inc38$1.83K0.00%00.0%Unchanged
Colonial Trust Advisors40$1.91K0.00%00.0%Unchanged
Asset Dedication, LLC33$2.00K0.00%00.0%Unchanged
Disciplined Investments, LLC51$2.43K0.00%−1−1.9%Reduced
Beaird Harris Wealth Management, LLC60$2.86K0.00%00.0%Unchanged
Byrne Asset Management LLC70$3.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC54$3.00K0.00%+15+38.5%Added
SJS Investment Consulting Inc.68$3.24K0.00%−8−10.5%Reduced
Manchester Capital Management LLC70$3.34K0.00%00.0%Unchanged
Whittier Trust Co74$3.53K0.00%00.0%Unchanged
Caldwell Trust Co77$3.67K0.00%00.0%Unchanged
Earnest Partners LLC81$3.86K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc85$4.05K0.00%00.0%Unchanged
AdvisorNet Financial, Inc90$4.29K0.00%−43−32.3%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC90$4.29K0.00%+90New
Sound Income Strategies, LLC90$4.29K0.00%+90New
Amundi96$4.61K0.00%00.0%Unchanged
First Capital Advisors Group, LLC.100$4.77K0.00%+100New
Fairfield, Bush & Co.103$4.92K0.00%+103New
Beacon Capital Management, LLC111$5.29K0.00%00.0%Unchanged
DT Investment Partners, LLC116$5.64K0.00%00.0%Unchanged
Lee Financial Co120$5.72K0.00%00.0%Unchanged
Versant Capital Management, Inc124$5.92K0.00%+24+24.0%Added
Endurance Wealth Management, Inc.120$6.00K0.00%+120New
Northwest Investment Counselors, LLC128$6.12K0.00%+73+132.7%Added
Newton One Investments LLC129$6.15K0.00%+1+0.8%Added
ClariVest Asset Management LLC149$7.00K0.00%+57+62.0%Added
Armstrong Advisory Group, Inc167$7.97K0.00%00.0%Unchanged
Bell Investment Advisors, Inc176$8.40K0.00%+24+15.8%Added
Hexagon Capital Partners LLC199$9.49K0.00%+28+16.4%Added
West Tower Group, LLC199$9.49K0.01%+199New
Sutton Wealth Advisors Inc.203$9.68K0.00%00.0%Unchanged
Private Ocean, LLC209$9.97K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC209$9.97K0.00%00.0%Unchanged
Coston, McIsaac & Partners224$10.0K0.00%−41−15.5%Reduced
Steward Financial Group LLC225$10.0K0.00%−12−5.1%Reduced
SOA Wealth Advisors, LLC.221$10.6K0.00%00.0%Unchanged
Hollencrest Capital Management226$10.8K0.00%+2+0.9%Added
Studio Investment Management LLC241$11.5K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC254$12.1K0.00%+254New
Massmutual Trust Co FSB268$12.8K0.00%−12−4.3%Reduced
Harbour Investments, Inc.286$13.7K0.00%00.0%Unchanged
Northwest Capital Management Inc290$13.8K0.01%+290New
Heritage Wealth Advisors304$14.5K0.00%00.0%Unchanged
Bangor Savings Bank332$15.8K0.00%+332New
Cherry Tree Wealth Management, LLC345$16.5K0.00%+345New
V-Square Quantitative Management LLC358$17.1K0.01%+358New
TD Private Client Wealth LLC372$17.7K0.00%−32−7.9%Reduced
Bartlett & Co. Wealth Management LLC392$18.7K0.00%00.0%Unchanged
Bartlett & Co. LLC392$19.0K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC399$19.0K0.00%00.0%Unchanged
Baldwin Brothers Inc400$19.1K0.00%00.0%Unchanged
Rise Advisors, LLC413$19.7K0.02%+3+0.7%Added
Baker Avenue Asset Management, LP451$21.5K0.00%00.0%Unchanged
Nalls Sherbakoff Group, LLC500$21.7K0.02%00.0%Unchanged
FinTrust Capital Advisors, LLC544$22.3K0.01%00.0%Unchanged
EverSource Wealth Advisors, LLC516$24.6K0.00%+37+7.7%Added
Resurgent Financial Advisors LLC522$24.9K0.02%+522New
Federation des caisses Desjardins du Quebec529$25.2K0.00%−550−51.0%Reduced
Clearstead Advisors, LLC535$25.5K0.00%−365−40.6%Reduced
BDO Wealth Advisors, LLC560$26.7K0.00%00.0%Unchanged
Raleigh Capital Management Inc.560$26.7K0.01%+560New
Blue Bell Private Wealth Management, LLC561$26.8K0.01%00.0%Unchanged
Brown Brothers Harriman & Co617$29.4K0.00%−82−11.7%Reduced
Huntington National Bank647$30.9K0.00%+592+1,076.4%Added
McIlrath & Eck, LLC675$32.2K0.01%−25−3.6%Reduced
Glassman Wealth Services690$32.9K0.01%+8+1.2%Added
Financial Management Professionals, Inc.685$33.0K0.01%+656+2,262.1%Added
Tradition Wealth Management, LLC735$35.0K0.00%+93+14.5%Added
Newbridge Financial Services Group, Inc.743$35.4K0.02%+517+228.8%Added
Arlington Partners LLC774$36.9K0.01%00.0%Unchanged
Leonteq Securities AG780$37.2K0.00%−93−10.7%Reduced
Parkside Financial Bank & Trust785$37.4K0.01%00.0%Unchanged
North Star Investment Management Corp.828$39.5K0.00%+2+0.2%Added
Deseret Mutual Benefit Administrators840$40.1K0.02%−195−18.8%Reduced
Virtus Fund Advisers, LLC962$45.9K0.32%+962New
Ronald Blue Trust, Inc.1,159$46.0K0.00%−3,404−74.6%Reduced
TD Waterhouse Canada Inc.1,001$48.0K0.00%00.0%Unchanged
Hoey Investments, Inc1,050$50.1K0.02%00.0%Unchanged
Geneos Wealth Management Inc.1,064$50.8K0.00%−395−27.1%Reduced
CVA Family Office, LLC1,075$51.3K0.01%+295+37.8%Added
Cranbrook Wealth Management, LLC1,082$51.6K0.01%00.0%Unchanged
Tilia Fiduciary Partners, Inc.1,100$52.5K0.05%00.0%Unchanged
Addison Advisors LLC1,162$55.4K0.03%00.0%Unchanged