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 |
|---|---|---|---|---|---|
| Savant Capital, LLC | 7,661 | $365.4K | 0.01% | +171+2.3% | Added |
| CAPROCK Group, Inc. | 7,683 | $366.5K | 0.03% | +886+13.0% | Added |
| GWM Advisors LLC | 7,720 | $368.2K | 0.00% | −123−1.6% | Reduced |
| Eqis Capital Management, Inc. | 7,839 | $373.9K | 0.04% | +110+1.4% | Added |
| J.W. Cole Advisors, Inc. | 7,996 | $381.4K | 0.03% | +71+0.9% | Added |
| Aristides Capital LLC | 8,000 | $381.6K | 0.23% | +8,000 | New |
| Commerce Bank | 8,005 | $381.8K | 0.00% | 00.0% | Unchanged |
| BancorpSouth Bank | 8,027 | $382.9K | 0.03% | 00.0% | Unchanged |
| TFB Advisors LLC | 8,065 | $384.7K | 0.17% | +1,405+21.1% | Added |
| Northwestern Mutual Wealth Management Co | 8,152 | $388.9K | 0.00% | +813+11.1% | Added |
| United Capital Financial Advisers, LLC | 8,393 | $400.3K | 0.00% | −6,354−43.1% | Reduced |
| Jump Financial, LLC | 8,531 | $406.9K | 0.01% | +8,531 | New |
| Pathstone Family Office, LLC | 8,619 | $408.3K | 0.01% | −1,254−12.7% | Reduced |
| Newport Capital Group, LLC | 8,788 | $419.2K | 0.21% | +8,788 | New |
| Ieq Capital, LLC | 8,845 | $421.9K | 0.01% | +825+10.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 9,078 | $433.0K | 0.00% | −475−5.0% | Reduced |
| Proequities, Inc. | 9,115 | $434.8K | 0.03% | +4,436+94.8% | Added |
| Shelton Capital Management | 9,191 | $438.4K | 0.02% | −203−2.2% | Reduced |
| Echo Street Capital Management LLC | 9,360 | $446.5K | 0.00% | −2,158−18.7% | Reduced |
| Edgestream Partners, L.P. | 9,398 | $448.3K | 0.04% | −12,788−57.6% | Reduced |
| Campion Asset Management LLC | 9,470 | $451.7K | 0.40% | +415+4.6% | Added |
| Wetherby Asset Management Inc | 9,737 | $464.5K | 0.03% | +300+3.2% | Added |
| Ashton Thomas Private Wealth, LLC | 9,776 | $466.3K | 0.04% | +9,776 | New |
| HM Payson & Co | 9,830 | $468.9K | 0.01% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 9,866 | $470.6K | 0.00% | +9,866 | New |
| State of Wyoming | 9,886 | $471.6K | 0.14% | +2,699+37.6% | Added |
| National Bank of Canada | 9,954 | $474.8K | 0.00% | −5,376−35.1% | Reduced |
| Kapitalo Investimentos Ltda | 9,955 | $474.9K | 0.09% | +9,955 | New |
| Kestra Advisory Services, LLC | 9,997 | $476.9K | 0.00% | +244+2.5% | Added |
| Arnhold LLC | 10,000 | $477.0K | 0.05% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 10,027 | $478.3K | 0.01% | −1,751−14.9% | Reduced |
| Advisors Asset Management, Inc. | 10,299 | $491.3K | 0.01% | +30+0.3% | Added |
| Stokes Family Office, LLC | 10,395 | $495.8K | 0.06% | +3,898+60.0% | Added |
| Lingohr & Partner Asset Management GmbH | 10,600 | $502.0K | 1.28% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 10,524 | $502.0K | 0.03% | +10,524 | New |
| Pitcairn Co | 10,556 | $503.5K | 0.04% | +168+1.6% | Added |
| Csenge Advisory Group | 10,591 | $505.2K | 0.03% | +5,300+100.2% | Added |
| Mutual Advisors, LLC | 10,608 | $506.0K | 0.02% | +1,243+13.3% | Added |
| Clarius Group, LLC | 10,628 | $507.0K | 0.04% | 00.0% | Unchanged |
| Utah Retirement Systems | 10,700 | $510.4K | 0.01% | 00.0% | Unchanged |
| Old National Bancorp | 10,716 | $511.2K | 0.01% | +1,360+14.5% | Added |
| ProShare Advisors LLC | 10,821 | $516.2K | 0.00% | −304−2.7% | Reduced |
| Pinkerton Retirement Specialists, LLC | 10,833 | $516.7K | 0.10% | −5,441−33.4% | Reduced |
| Baird Financial Group, Inc. | 10,946 | $522.1K | 0.00% | +288+2.7% | Added |
| Accurate Wealth Management, LLC | 11,139 | $526.5K | 0.16% | −518−4.4% | Reduced |
| Financial Advisory Service, Inc. | 11,138 | $531.3K | 0.07% | +73+0.7% | Added |
| Veritable, L.P. | 11,272 | $537.7K | 0.01% | +558+5.2% | Added |
| Veriti Management LLC | 11,528 | $549.9K | 0.06% | +5,128+80.1% | Added |
| Bessemer Group Inc | 11,545 | $551.0K | 0.00% | +1,250+12.1% | Added |
| National Asset Management, Inc. | 11,689 | $557.5K | 0.01% | +777+7.1% | Added |
| Sigma Planning Corp | 11,741 | $560.1K | 0.02% | −28,326−70.7% | Reduced |
| CSS LLC | 12,100 | $577.2K | 0.04% | +2,600+27.4% | Added |
| United Services Automobile Association | 12,291 | $586.3K | 0.02% | +1,227+11.1% | Added |
| First Citizens Bank & Trust Co | 12,346 | $588.9K | 0.01% | +2,826+29.7% | Added |
| Patten & Patten Inc | 12,351 | $589.1K | 0.05% | −250−2.0% | Reduced |
| Coldstream Capital Management Inc | 12,503 | $596.4K | 0.02% | −793−6.0% | Reduced |
| Relative Value Partners Group, LLC | 12,550 | $598.6K | 0.04% | 00.0% | Unchanged |
| Boxwood Ventures, Inc. | 12,657 | $604.0K | 1.15% | −13,382−51.4% | Reduced |
| Park Avenue Securities LLC | 13,122 | $626.0K | 0.01% | +13,122 | New |
| BNP Paribas Arbitrage, SA | 13,142 | $626.9K | 0.00% | −3,633−21.7% | Reduced |
| Dumont & Blake Investment Advisors LLC | 13,320 | $635.0K | 0.21% | −350−2.6% | Reduced |
| Mercer Global Advisors Inc | 13,328 | $636.0K | 0.00% | −5,837−30.5% | Reduced |
| Neumann Capital Management, LLC | 13,883 | $662.2K | 0.27% | 00.0% | Unchanged |
| Diversified Trust Co | 14,075 | $671.4K | 0.02% | +548+4.1% | Added |
| Measured Wealth Private Client Group, LLC | 14,415 | $687.6K | 0.26% | +1,484+11.5% | Added |
| BOS Asset Management, LLC | 14,438 | $688.7K | 0.53% | +128+0.9% | Added |
| Portman Square Capital LLP | 14,470 | $690.2K | 0.12% | +4,320+42.6% | Added |
| Evergreen Capital Management LLC | 14,686 | $700.5K | 0.03% | +141+1.0% | Added |
| Gotham Asset Management, LLC | 14,695 | $701.0K | 0.02% | +2,571+21.2% | Added |
| Carret Asset Management, LLC | 14,797 | $705.8K | 0.09% | −140−0.9% | Reduced |
| Maryland State Retirement & Pension System | 14,997 | $715.4K | 0.02% | −1,194−7.4% | Reduced |
| Atlas Capital Advisors LLC | 15,353 | $732.3K | 0.11% | −599−3.8% | Reduced |
| Tower Research Capital LLC (TRC) | 15,376 | $733.4K | 0.02% | −12,734−45.3% | Reduced |
| Advisory Research Inc | 15,390 | $734.1K | 0.09% | +626+4.2% | Added |
| Estate Counselors, LLC | 15,555 | $742.0K | 0.09% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 15,622 | $745.2K | 0.00% | −9,437−37.7% | Reduced |
| AE Wealth Management LLC | 15,640 | $746.0K | 0.00% | −382,368−96.1% | Reduced |
| Coombe, Bender & Co LLC | 15,669 | $747.4K | 0.54% | +449+3.0% | Added |
| Greenleaf Trust | 15,803 | $753.8K | 0.01% | −1,069−6.3% | Reduced |
| Cetera Advisor Networks LLC | 15,939 | $760.3K | 0.01% | +2,166+15.7% | Added |
| Vident Investment Advisory, LLC | 16,114 | $769.4K | 0.03% | −8,485−34.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 16,310 | $778.0K | 0.01% | +159+1.0% | Added |
| Securian Asset Management, Inc | 16,502 | $787.1K | 0.02% | −529−3.1% | Reduced |
| Paradigm Financial Partners, LLC | 17,118 | $816.5K | 0.22% | +17,118 | New |
| Toronto Dominion Bank | 17,200 | $820.0K | 0.00% | −28,500−62.4% | Reduced |
| Ethic Inc. | 17,272 | $823.9K | 0.03% | −411−2.3% | Reduced |
| MorganRosel Wealth Management, LLC | 17,277 | $824.1K | 0.34% | −9,704−36.0% | Reduced |
| Cambria Investment Management, L.P. | 17,296 | $825.0K | 0.07% | −4,048−19.0% | Reduced |
| Los Angeles Capital Management LLC | 17,313 | $825.8K | 0.00% | −2,080−10.7% | Reduced |
| Pearl River Capital, LLC | 17,327 | $826.5K | 0.13% | −8,382−32.6% | Reduced |
| Aviva PLC | 17,678 | $843.2K | 0.00% | −1,830−9.4% | Reduced |
| Centiva Capital, LP | 17,834 | $850.7K | 0.04% | −30,225−62.9% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 18,033 | $860.0K | 0.05% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 19,840 | $946.4K | 0.02% | +4,408+28.6% | Added |
| XML Financial, LLC | 19,890 | $948.8K | 0.11% | +740+3.9% | Added |
| Crossmark Global Holdings, Inc. | 19,453 | $950.0K | 0.02% | −609−3.0% | Reduced |
| Stephens Inc | 19,982 | $953.2K | 0.02% | −2,023−9.2% | Reduced |
| Vestcor Inc | 20,049 | $956.0K | 0.03% | 00.0% | Unchanged |
| M&T Bank Corp | 20,466 | $976.0K | 0.00% | −223−1.1% | Reduced |
| MML Investors Services, LLC | 20,928 | $998.0K | 0.01% | +1,890+9.9% | Added |