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.
| 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, Q2 2023
Shares, value and share of portfolio for each institution holding Unum Group; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 1,172 | $55.9K | 0.01% | +26+2.3% | Added |
| Whittier Trust Co of Nevada Inc | 1,307 | $62.3K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,398 | $66.7K | 0.00% | +549+64.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,540 | $73.0K | 0.00% | −400−20.6% | Reduced |
| Lindbrook Capital, LLC | 1,607 | $76.7K | 0.01% | +37+2.4% | Added |
| GeoWealth Management, LLC | 1,732 | $82.0K | 0.01% | +1,682+3,364.0% | Added |
| South State Corp. | 1,828 | $87.2K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 1,904 | $90.8K | 0.06% | 00.0% | Unchanged |
| Founders Capital Management | 2,034 | $97.0K | 0.07% | +210+11.5% | Added |
| Cullen/Frost Bankers, Inc. | 2,100 | $100.2K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 2,169 | $103.0K | 0.08% | −338−13.5% | Reduced |
| Private Trust Co NA | 2,213 | $105.6K | 0.01% | +549+33.0% | Added |
| Edmond de Rothschild Holding S.A. | 2,367 | $112.9K | 0.00% | −247−9.4% | Reduced |
| Proffitt & Goodson Inc | 2,393 | $114.1K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 2,456 | $117.1K | 0.00% | +596+32.0% | Added |
| Counterpoint Mutual Funds LLC | 2,676 | $127.6K | 0.12% | +2,676 | New |
| West Branch Capital LLC | 2,709 | $129.2K | 0.06% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 2,714 | $129.5K | 0.09% | 00.0% | Unchanged |
| CWM, LLC | 2,778 | $133.0K | 0.00% | −1,590−36.4% | Reduced |
| Nomura Asset Management Co Ltd | 2,910 | $138.8K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 2,939 | $140.0K | 0.00% | −1,019−25.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,980 | $142.1K | 0.00% | +2,980 | New |
| Hanson & Doremus Investment Management | 3,559 | $170.0K | 0.04% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,672 | $175.2K | 0.02% | −189−4.9% | Reduced |
| Parallel Advisors, LLC | 3,760 | $179.4K | 0.01% | +474+14.4% | Added |
| Fifth Third Bancorp | 3,905 | $186.3K | 0.00% | −714−15.5% | Reduced |
| Cambridge Trust Co | 4,000 | $190.8K | 0.01% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 4,100 | $194.5K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 4,110 | $196.0K | 0.04% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 4,122 | $196.6K | 0.05% | +381+10.2% | Added |
| SG Americas Securities, LLC | 4,144 | $198.0K | 0.00% | −16,614−80.0% | Reduced |
| Jacobi Capital Management LLC | 4,196 | $200.1K | 0.02% | +4,196 | New |
| Meeder Advisory Services, Inc. | 4,231 | $201.8K | 0.02% | +4,231 | New |
| Summit Trail Advisors, LLC | 4,232 | $201.9K | 0.01% | +4,232 | New |
| IFP Advisors, Inc | 5,218 | $204.1K | 0.01% | +2,212+73.6% | Added |
| NorthRock Partners, LLC | 4,295 | $204.9K | 0.02% | +4,295 | New |
| Delta Asset Management LLC | 4,325 | $206.3K | 0.02% | +4,325 | New |
| Tiedemann Advisors, LLC | 4,579 | $218.4K | 0.01% | +4,579 | New |
| Bailard, Inc. | 4,600 | $219.4K | 0.01% | +4,600 | New |
| Verdence Capital Advisors LLC | 4,744 | $226.3K | 0.03% | +4,744 | New |
| Toth Financial Advisory Corp | 4,758 | $227.0K | 0.03% | 00.0% | Unchanged |
| KBC Group NV | 4,785 | $228.0K | 0.00% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,780 | $228.0K | 0.06% | +4,780 | New |
| Bank of Nova Scotia | 4,927 | $235.0K | 0.00% | −3,732−43.1% | Reduced |
| V Wealth Advisors LLC | 4,975 | $237.3K | 0.04% | +4,975 | New |
| Prossimo Advisors, LLC | 4,990 | $238.0K | 0.23% | +4,990 | New |
| D.A. Davidson & Co. | 4,989 | $238.0K | 0.00% | −279−5.3% | Reduced |
| Watershed Asset Management, L.L.C. | 5,033 | $240.1K | 0.30% | −1,431−22.1% | Reduced |
| FourThought Financial Partners, LLC | 5,052 | $241.0K | 0.03% | −20−0.4% | Reduced |
| GTS Securities LLC | 5,057 | $241.2K | 0.01% | +5,057 | New |
| Coastal Investment Advisors, Inc. | 5,099 | $243.2K | 0.05% | +14+0.3% | Added |
| Paragon Capital Management Ltd | 5,160 | $246.2K | 0.05% | −1,488−22.4% | Reduced |
| Raymond James Trust N.A. | 5,211 | $249.0K | 0.01% | +5,211 | New |
| Mather Group, LLC. | 5,267 | $251.3K | 0.00% | +5,267 | New |
| Lion Street Advisors, LLC | 10,070 | $256.5K | 0.09% | +50+0.5% | Added |
| Alpha Cubed Investments, LLC | 5,500 | $262.4K | 0.02% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 5,543 | $264.4K | 0.09% | +5,543 | New |
| Coastline Trust Co | 5,570 | $265.7K | 0.04% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 5,576 | $266.0K | 0.01% | −634−10.2% | Reduced |
| Wintrust Investments LLC | 5,570 | $266.0K | 0.03% | +5,570 | New |
| Profund Advisors LLC | 5,584 | $266.4K | 0.01% | −1,130−16.8% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 5,607 | $267.5K | 0.05% | +234+4.4% | Added |
| Paulson Wealth Management Inc. | 5,656 | $269.8K | 0.09% | +5,656 | New |
| Fountainhead AM, LLC | 5,666 | $270.3K | 0.10% | +40+0.7% | Added |
| Cobblestone Capital Advisors LLC | 5,668 | $270.4K | 0.02% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 5,715 | $272.0K | 0.12% | +1,921+50.6% | Added |
| CIBC Asset Management Inc | 5,702 | $272.0K | 0.00% | +52+0.9% | Added |
| TownSquare Capital, LLC | 5,745 | $274.0K | 0.01% | +101+1.8% | Added |
| IHT Wealth Management, LLC | 5,762 | $274.8K | 0.01% | +31+0.5% | Added |
| TriaGen Wealth Management LLC | 5,838 | $278.5K | 0.13% | +43+0.7% | Added |
| Glenview Trust Co | 5,863 | $279.7K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 5,948 | $284.0K | 0.01% | −34−0.6% | Reduced |
| Aigen Investment Management, LP | 6,029 | $287.6K | 0.04% | −134−2.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 6,084 | $290.0K | 0.04% | −61,066−90.9% | Reduced |
| J. W. Coons Advisors, LLC | 6,085 | $290.3K | 0.08% | +40+0.7% | Added |
| Quent Capital, LLC | 6,122 | $292.0K | 0.05% | +8+0.1% | Added |
| Forum Financial Management, LP | 6,195 | $295.5K | 0.01% | −25−0.4% | Reduced |
| Qsemble Capital Management, LP | 6,300 | $300.5K | 0.21% | +6,300 | New |
| Crawford Investment Counsel Inc | 6,326 | $301.8K | 0.01% | 00.0% | Unchanged |
| Regions Financial Corp | 6,328 | $301.8K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 6,354 | $303.1K | 0.00% | −112−1.7% | Reduced |
| Boston Private Wealth LLC | 6,394 | $305.0K | 0.01% | +394+6.6% | Added |
| Strategic Investment Advisors | 6,536 | $311.8K | 0.04% | +627+10.6% | Added |
| Capula Management Ltd | 6,660 | $317.7K | 0.04% | +6,660 | New |
| Ballentine Partners, LLC | 6,812 | $324.9K | 0.01% | +504+8.0% | Added |
| Winton Group Ltd | 6,924 | $330.3K | 0.03% | −30,337−81.4% | Reduced |
| Petrus Trust Company, LTA | 6,971 | $332.5K | 0.04% | +6,971 | New |
| Hanlon Investment Management, Inc. | 7,003 | $334.0K | 0.10% | −468−6.3% | Reduced |
| Sawtooth Solutions, LLC | 7,038 | $335.7K | 0.01% | +649+10.2% | Added |
| Bleakley Financial Group, LLC | 7,104 | $338.8K | 0.01% | +715+11.2% | Added |
| Atria Wealth Solutions, Inc. | 7,182 | $342.6K | 0.00% | −351−4.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 7,240 | $345.3K | 0.03% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 7,300 | $348.2K | 0.04% | −30,600−80.7% | Reduced |
| Investors Asset Management of Georgia Inc | 7,325 | $349.4K | 0.18% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 7,437 | $354.7K | 0.06% | +42+0.6% | Added |
| Kingsview Wealth Management, LLC | 7,487 | $357.1K | 0.01% | −37,182−83.2% | Reduced |
| Patten Group, Inc. | 7,538 | $359.6K | 0.10% | −647−7.9% | Reduced |
| My Legacy Advisors, LLC | 7,640 | $362.5K | 0.14% | +7,640 | New |
| Campbell & CO Investment Adviser LLC | 7,643 | $364.6K | 0.06% | +7,643 | New |
| SageView Advisory Group, LLC | 7,648 | $364.8K | 0.02% | +7,648 | New |