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 |
|---|---|---|---|---|---|
| Bridgewater Associates, LP | 72,821 | $3.47M | 0.02% | +120+0.2% | Added |
| Barometer Capital Management Inc. | 74,700 | $3.54M | 0.94% | +74,700 | New |
| apricus wealth, LLC | 74,450 | $3.61M | 3.17% | −1,550−2.0% | Reduced |
| Janney Montgomery Scott LLC | 76,623 | $3.65M | 0.01% | −15,477−16.8% | Reduced |
| Walleye Capital LLC | 79,264 | $3.78M | 0.07% | −60,809−43.4% | Reduced |
| Triasima Portfolio Management inc. | 60,730 | $3.84M | 0.24% | −107,650−63.9% | Reduced |
| Zacks Investment Management | 80,774 | $3.85M | 0.05% | +67,588+512.6% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 87,300 | $4.16M | 0.02% | −10,448−10.7% | Reduced |
| Creative Planning | 87,352 | $4.17M | 0.01% | +1,447+1.7% | Added |
| Treasurer of the State of North Carolina | 88,639 | $4.23M | 0.02% | +2,010+2.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 89,545 | $4.27M | 0.03% | +5,317+6.3% | Added |
| First Horizon Advisors, Inc. | 89,814 | $4.28M | 0.15% | +3,066+3.5% | Added |
| Shay Capital LLC | 90,500 | $4.32M | 1.52% | +24,500+37.1% | Added |
| Janus Henderson Group PLC | 92,457 | $4.41M | 0.00% | −58−0.1% | Reduced |
| IFG Advisory, LLC | 92,711 | $4.42M | 0.39% | +30,233+48.4% | Added |
| AlphaCore Capital LLC | 92,772 | $4.43M | 0.71% | +92,772 | New |
| Yousif Capital Management, LLC | 95,423 | $4.55M | 0.06% | −5,241−5.2% | Reduced |
| BTC Capital Management, Inc. | 94,118 | $4.58M | 0.50% | +94,118 | New |
| Dorsey Wright & Associates | 96,677 | $4.61M | 1.39% | −45,904−32.2% | Reduced |
| ExodusPoint Capital Management, LP | 97,493 | $4.65M | 0.05% | +32,595+50.2% | Added |
| Wealthfront Advisers LLC | 99,307 | $4.74M | 0.02% | −1,630−1.6% | Reduced |
| Price T Rowe Associates Inc | 100,421 | $4.79M | 0.00% | −220.0% | Reduced |
| Public Employees Retirement System of Ohio | 101,077 | $4.82M | 0.02% | −13,039−11.4% | Reduced |
| US Bancorp | 102,411 | $4.89M | 0.01% | −316−0.3% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 103,557 | $4.94M | 1.62% | −500−0.5% | Reduced |
| State of New Jersey Common Pension Fund D | 104,911 | $5.00M | 0.02% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 106,932 | $5.10M | 0.03% | +9,137+9.3% | Added |
| Foster & Motley Inc | 107,121 | $5.11M | 0.40% | +14,029+15.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 108,882 | $5.19M | 0.01% | +34,111+45.6% | Added |
| Ensign Peak Advisors, Inc | 109,725 | $5.23M | 0.01% | −52,040−32.2% | Reduced |
| Jane Street Group, LLC | 109,840 | $5.24M | 0.01% | +82,219+297.7% | Added |
| MetLife Investment Management | 111,237 | $5.31M | 0.04% | −3,665−3.2% | Reduced |
| Envestnet Asset Management Inc | 116,873 | $5.57M | 0.00% | −438,517−79.0% | Reduced |
| Amalgamated Bank | 123,079 | $5.87M | 0.05% | −8,208−6.3% | Reduced |
| State of Tennessee, Treasury Department | 124,781 | $5.95M | 0.02% | −53,140−29.9% | Reduced |
| Cinctive Capital Management LP | 126,012 | $6.01M | 0.24% | +126,012 | New |
| Burney Co | 130,462 | $6.22M | 0.29% | +1,032+0.8% | Added |
| Mutual of America Capital Management LLC | 135,156 | $6.45M | 0.07% | −15,463−10.3% | Reduced |
| Jacobs Levy Equity Management, Inc | 138,574 | $6.61M | 0.04% | −5,912−4.1% | Reduced |
| Algert Global LLC | 140,088 | $6.68M | 0.29% | −12,896−8.4% | Reduced |
| D. E. Shaw & Co., Inc. | 142,134 | $6.78M | 0.01% | +101,456+249.4% | Added |
| Eagle Asset Management Inc | 145,567 | $6.94M | 0.04% | +145,567 | New |
| Adage Capital Partners GP, L.L.C. | 150,000 | $7.16M | 0.02% | +150,000 | New |
| M&G Investment Management Ltd | 149,560 | $7.18M | 0.04% | +4,602+3.2% | Added |
| Beck Bode, LLC | 154,912 | $7.39M | 1.80% | +154,912 | New |
| APG Asset Management N.V. | 169,800 | $7.42M | 0.01% | +63,900+60.3% | Added |
| Glenmede Trust Co NA | 190,775 | $7.55M | 0.04% | −344−0.2% | Reduced |
| Texas Permanent School Fund | 163,105 | $7.78M | 0.07% | −4,601−2.7% | Reduced |
| State Board of Administration of Florida Retirement System | 163,977 | $7.82M | 0.02% | −13,616−7.7% | Reduced |
| Barnett & Company, Inc. | 164,200 | $7.83M | 5.82% | −3,700−2.2% | Reduced |
| Point72 Europe (London) LLP | 166,200 | $7.93M | 1.16% | +166,200 | New |
| Ci Investments Inc. | 181,310 | $8.65M | 0.04% | −15,783−8.0% | Reduced |
| Cubist Systematic Strategies, LLC | 185,161 | $8.83M | 0.10% | +26,700+16.8% | Added |
| CI Private Wealth, LLC | 185,527 | $8.85M | 0.02% | +15,274+9.0% | Added |
| Stifel Financial Corp | 191,031 | $9.11M | 0.01% | −1,737−0.9% | Reduced |
| Great West Life Assurance Co | 190,467 | $9.11M | 0.02% | +18,975+11.1% | Added |
| Assenagon Asset Management S.A. | 191,604 | $9.14M | 0.04% | −305,348−61.4% | Reduced |
| Abn Amro Investment Solutions | 192,084 | $9.16M | 0.18% | −8,970−4.5% | Reduced |
| American Century Companies Inc | 193,980 | $9.25M | 0.01% | −15,673−7.5% | Reduced |
| Russell Investments Group, Ltd. | 201,182 | $9.57M | 0.02% | −57,156−22.1% | Reduced |
| SEI Investments Co | 203,054 | $9.69M | 0.02% | −112,493−35.7% | Reduced |
| Interval Partners, LP | 207,441 | $9.89M | 0.50% | −20,283−8.9% | Reduced |
| NewSquare Capital LLC | 211,184 | $10.1M | 1.05% | +9,932+4.9% | Added |
| New York State Teachers Retirement System | 220,107 | $10.5M | 0.02% | −1,723−0.8% | Reduced |
| Captrust Financial Advisors | 221,748 | $10.6M | 0.04% | +24,836+12.6% | Added |
| Advisor Group Holdings, Inc. | 222,044 | $10.6M | 0.02% | +17,105+8.3% | Added |
| New York State Common Retirement Fund | 236,666 | $11.3M | 0.01% | +880+0.4% | Added |
| Deutsche Bank AG | 236,772 | $11.3M | 0.01% | +186,626+372.2% | Added |
| Wells Fargo & Company | 239,572 | $11.4M | 0.00% | +88,907+59.0% | Added |
| California State Teachers Retirement System | 242,146 | $11.6M | 0.02% | −9,329−3.7% | Reduced |
| Lazard Asset Management LLC | 243,099 | $11.6M | 0.01% | +104,816+75.8% | Added |
| Raymond James & Associates | 243,680 | $11.6M | 0.01% | +79,739+48.6% | Added |
| Hancock Whitney Corp | 244,091 | $11.6M | 0.46% | +244,091 | New |
| Gateway Investment Advisers LLC | 251,541 | $12.0M | 0.14% | 00.0% | Unchanged |
| Weiss Multi-Strategy Advisers LLC | 253,112 | $12.1M | 0.26% | +41,827+19.8% | Added |
| Brandywine Global Investment Management, LLC | 258,804 | $12.3M | 0.10% | −31,614−10.9% | Reduced |
| Algebris (UK) Ltd | 274,514 | $13.0M | 6.40% | −100,321−26.8% | Reduced |
| LPL Financial LLC | 276,503 | $13.2M | 0.01% | +40,075+17.0% | Added |
| American International Group, Inc. | 279,508 | $13.3M | 0.08% | −9,149−3.2% | Reduced |
| Artemis Investment Management LLP | 288,565 | $13.7M | 0.18% | −6,387−2.2% | Reduced |
| Boston Common Asset Management, LLC | 306,642 | $14.6M | 0.31% | −14,268−4.4% | Reduced |
| Credit Suisse AG | 308,586 | $14.7M | 0.01% | +36,093+13.2% | Added |
| Renaissance Technologies LLC | 311,700 | $14.9M | 0.02% | +214,800+221.7% | Added |
| Allspring Global Investments Holdings, LLC | 314,299 | $15.0M | 0.02% | +60,613+23.9% | Added |
| UBS Asset Management Americas Inc | 382,270 | $15.1M | 0.01% | 00.0% | Unchanged |
| AXA S.A. | 318,000 | $15.2M | 0.05% | −77,098−19.5% | Reduced |
| Barclays PLC | 322,003 | $15.4M | 0.01% | +90,258+38.9% | Added |
| Thrivent Financial for Lutherans | 330,004 | $15.7M | 0.04% | −11,944−3.5% | Reduced |
| Brookfield Asset Management Inc. | 330,317 | $15.8M | 0.06% | +330,317 | New |
| Prana Capital Management, LP | 330,736 | $15.8M | 1.05% | +110,625+50.3% | Added |
| Alliancebernstein L.P. | 334,557 | $16.0M | 0.01% | −81,532−19.6% | Reduced |
| Alyeska Investment Group, L.P. | 339,178 | $16.2M | 0.12% | +339,178 | New |
| Verition Fund Management LLC | 342,500 | $16.3M | 0.25% | +38,876+12.8% | Added |
| UBS Group AG | 349,694 | $16.7M | 0.01% | −145,226−29.3% | Reduced |
| Two Sigma Investments, LP | 349,753 | $16.7M | 0.04% | −474,827−57.6% | Reduced |
| Storebrand Asset Management AS | 353,664 | $16.9M | 0.08% | −53,562−13.2% | Reduced |
| Macquarie Group Ltd | 384,513 | $18.3M | 0.02% | −77,095−16.7% | Reduced |
| Voya Investment Management LLC | 389,867 | $18.6M | 0.02% | −15,463−3.8% | Reduced |
| California Public Employees Retirement System | 412,019 | $19.7M | 0.02% | −24,264−5.6% | Reduced |
| Manufacturers Life Insurance Company, The | 414,931 | $19.8M | 0.01% | −46,547−10.1% | Reduced |