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 |
|---|---|---|---|---|---|
| Aquila Investment Management LLC | 21,000 | $1.00M | 0.82% | 00.0% | Unchanged |
| HSBC Holdings PLC | 20,998 | $1.00M | 0.00% | −12,612−37.5% | Reduced |
| Qube Research & Technologies Ltd | 21,252 | $1.01M | 0.00% | +21,252 | New |
| Fox Run Management, L.L.C. | 21,640 | $1.03M | 0.29% | −6,421−22.9% | Reduced |
| Venture Visionary Partners LLC | 21,720 | $1.04M | 0.06% | −5,855−21.2% | Reduced |
| Polianta Ltd | 21,900 | $1.04M | 0.48% | +21,900 | New |
| Capital Fund Management S.A. | 21,947 | $1.05M | 0.02% | −80,120−78.5% | Reduced |
| Sowell Financial Services LLC | 22,067 | $1.05M | 0.06% | +12,935+141.6% | Added |
| Affinity Investment Advisors, LLC | 22,148 | $1.06M | 0.61% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 22,600 | $1.08M | 0.02% | +22,600 | New |
| Lifestyle Asset Management, Inc. | 22,779 | $1.09M | 0.65% | +101+0.4% | Added |
| Point72 Middle East FZE | 22,787 | $1.09M | 0.06% | +11,006+93.4% | Added |
| State of Alaska, Department of Revenue | 22,957 | $1.09M | 0.01% | −2,808−10.9% | Reduced |
| Pictet Asset Management SA | 22,996 | $1.10M | 0.00% | −1,237−5.1% | Reduced |
| Xponance, Inc. | 23,100 | $1.10M | 0.01% | −2,122−8.4% | Reduced |
| Dark Forest Capital Management LP | 23,433 | $1.12M | 0.12% | +17,086+269.2% | Added |
| Signaturefd, LLC | 23,881 | $1.14M | 0.03% | +984+4.3% | Added |
| Neuberger Berman Group LLC | 23,887 | $1.14M | 0.00% | −2,387−9.1% | Reduced |
| Natixis Advisors, L.P. | 24,018 | $1.15M | 0.00% | +2,961+14.1% | Added |
| Virtus Investment Advisers, Inc. | 24,327 | $1.16M | 0.79% | +24,327 | New |
| Oppenheimer & Co Inc | 24,413 | $1.16M | 0.02% | +2,991+14.0% | Added |
| Abacus Planning Group, Inc. | 24,448 | $1.17M | 0.28% | 00.0% | Unchanged |
| Cetera Investment Advisers | 24,856 | $1.19M | 0.01% | +7,102+40.0% | Added |
| Engineers Gate Manager LP | 25,480 | $1.22M | 0.05% | +587+2.4% | Added |
| GPS Wealth Strategies Group, LLC | 25,669 | $1.22M | 0.23% | −701−2.7% | Reduced |
| Ascent Group, LLC | 25,015 | $1.24M | 0.14% | +25,015 | New |
| Susquehanna International Group, LLP | 26,881 | $1.28M | 0.00% | +15,513+136.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 26,883 | $1.28M | 0.01% | +5,684+26.8% | Added |
| HighTower Advisors, LLC | 26,928 | $1.29M | 0.00% | −23,076−46.1% | Reduced |
| Public Employees Retirement Association of Colorado | 27,234 | $1.30M | 0.01% | −1,631−5.7% | Reduced |
| Waterfront Wealth Inc. | 26,633 | $1.30M | 0.39% | +924+3.6% | Added |
| Convergence Investment Partners, LLC | 27,495 | $1.31M | 0.75% | −950−3.3% | Reduced |
| CIBC World Markets Inc. | 27,668 | $1.32M | 0.00% | +2,187+8.6% | Added |
| Cerity Partners LLC | 27,949 | $1.33M | 0.01% | +17,607+170.2% | Added |
| NJ State Employees Deferred Compensation Plan | 28,000 | $1.34M | 0.19% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 28,307 | $1.35M | 0.01% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 29,476 | $1.41M | 0.01% | +29,476 | New |
| Integrated Wealth Concepts LLC | 30,467 | $1.45M | 0.02% | −13,317−30.4% | Reduced |
| Sculati Wealth Management, LLC | 30,927 | $1.48M | 0.74% | −3,925−11.3% | Reduced |
| The PNC Financial Services Group, Inc. | 31,441 | $1.50M | 0.00% | −314−1.0% | Reduced |
| Pacer Advisors, Inc. | 32,500 | $1.55M | 0.01% | +32,500 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 32,967 | $1.57M | 0.01% | +1,882+6.1% | Added |
| Teachers Retirement System of the State of Kentucky | 33,255 | $1.59M | 0.02% | +3,100+10.3% | Added |
| MAI Capital Management | 33,389 | $1.59M | 0.02% | −125−0.4% | Reduced |
| Nations Financial Group Inc, | 33,563 | $1.60M | 0.16% | +6,230+22.8% | Added |
| DGS Capital Management, LLC | 33,724 | $1.61M | 0.80% | +404+1.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 33,845 | $1.61M | 0.01% | −10,538−23.7% | Reduced |
| Clearbridge Investments, LLC | 34,348 | $1.64M | 0.00% | −375−1.1% | Reduced |
| BKD Wealth Advisors, LLC | 35,076 | $1.67M | 0.05% | −298−0.8% | Reduced |
| Investors Research Corp | 36,350 | $1.73M | 0.44% | −150−0.4% | Reduced |
| JustInvest LLC | 37,391 | $1.78M | 0.05% | +856+2.3% | Added |
| Naples Global Advisors, LLC | 37,850 | $1.81M | 0.21% | +460+1.2% | Added |
| Private Advisor Group, LLC | 37,366 | $1.81M | 0.02% | +5,020+15.5% | Added |
| New Mexico Educational Retirement Board | 38,200 | $1.82M | 0.08% | +4,300+12.7% | Added |
| Aviance Capital Partners, LLC | 38,204 | $1.82M | 0.39% | +287+0.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 38,624 | $1.84M | 0.00% | +38,624 | New |
| Dakota Wealth Management | 40,299 | $1.92M | 0.09% | +40,299 | New |
| Great Diamond Partners, LLC | 40,353 | $1.92M | 0.51% | −170−0.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 41,169 | $1.96M | 0.05% | −319−0.8% | Reduced |
| Kendall Capital Management | 41,635 | $1.99M | 0.87% | +5,290+14.6% | Added |
| Trexquant Investment LP | 41,764 | $1.99M | 0.05% | −58,218−58.2% | Reduced |
| Nisa Investment Advisors, LLC | 42,407 | $2.02M | 0.01% | −11,975−22.0% | Reduced |
| Federated Hermes, Inc. | 43,494 | $2.07M | 0.01% | +3,192+7.9% | Added |
| Shilanski & Associates, Inc. | 43,677 | $2.08M | 0.84% | +341+0.8% | Added |
| State of Michigan Retirement System | 45,600 | $2.18M | 0.01% | −1,600−3.4% | Reduced |
| Ameritas Investment Partners, Inc. | 46,261 | $2.21M | 0.08% | −1,347−2.8% | Reduced |
| Pinebridge Investments, L.P. | 46,543 | $2.22M | 0.02% | −8,518−15.5% | Reduced |
| Simplex Trading, LLC | 46,643 | $2.22M | 0.09% | +16,545+55.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 46,678 | $2.23M | 0.00% | +3,720+8.7% | Added |
| STRS Ohio | 47,114 | $2.25M | 0.01% | −6,510−12.1% | Reduced |
| Ritholtz Wealth Management | 48,774 | $2.33M | 0.10% | +9,899+25.5% | Added |
| WBI Investments | 49,342 | $2.35M | 0.43% | +49,342 | New |
| Anchor Investment Management, LLC | 49,403 | $2.36M | 0.30% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 49,723 | $2.37M | 0.00% | −2,324−4.5% | Reduced |
| Boston Financial Mangement LLC | 50,000 | $2.38M | 0.09% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 51,200 | $2.44M | 0.05% | +51,200 | New |
| Mariner, LLC | 51,857 | $2.47M | 0.01% | +18,597+55.9% | Added |
| Oregon Public Employees Retirement Fund | 53,512 | $2.55M | 0.03% | −1,061−1.9% | Reduced |
| Walleye Trading LLC | 53,971 | $2.57M | 0.13% | −10,049−15.7% | Reduced |
| Louisiana State Employees Retirement System | 54,100 | $2.58M | 0.06% | +4,500+9.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 54,431 | $2.60M | 0.00% | −13,164−19.5% | Reduced |
| Strategic Global Advisors, LLC | 54,930 | $2.62M | 0.40% | +54,930 | New |
| Arizona State Retirement System | 55,496 | $2.65M | 0.02% | −2,148−3.7% | Reduced |
| Bokf, NA | 55,794 | $2.66M | 0.05% | +1,912+3.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 56,600 | $2.70M | 0.28% | −5,800−9.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 57,699 | $2.75M | 0.07% | −20,895−26.6% | Reduced |
| Auxier Asset Management | 59,839 | $2.85M | 0.47% | −2,078−3.4% | Reduced |
| Bank of Montreal | 61,319 | $2.93M | 0.00% | −575,397−90.4% | Reduced |
| Advisor Partners II, LLC | 61,691 | $2.94M | 0.14% | +29,242+90.1% | Added |
| Quantinno Capital Management LP | 62,234 | $2.97M | 0.17% | +3,364+5.7% | Added |
| Advisory Services Network, LLC | 62,392 | $2.98M | 0.08% | +527+0.9% | Added |
| Hussman Strategic Advisors, Inc. | 62,400 | $2.98M | 0.55% | −30,600−32.9% | Reduced |
| Oberweis Asset Management Inc | 62,600 | $2.99M | 0.36% | +11,600+22.7% | Added |
| Canada Pension Plan Investment Board | 63,000 | $3.01M | 0.00% | +1,700+2.8% | Added |
| Citigroup Inc | 63,728 | $3.04M | 0.00% | −6,414−9.1% | Reduced |
| Illinois Municipal Retirement Fund | 65,768 | $3.14M | 0.06% | 00.0% | Unchanged |
| Cipher Capital LP | 68,663 | $3.28M | 0.56% | −41,632−37.7% | Reduced |
| Genus Capital Management Inc. | 68,664 | $3.28M | 0.48% | +68,664 | New |
| DekaBank Deutsche Girozentrale | 71,970 | $3.38M | 0.01% | +42,570+144.8% | Added |
| Putnam Investments LLC | 71,296 | $3.40M | 0.01% | −5,341−7.0% | Reduced |