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 |
|---|---|---|---|---|---|
| Washington Trust Co | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Prestige Wealth Management Group LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| TFC Financial Management | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Ibex Wealth Advisors | – | – | – | – | Not filed |
| Old Port Advisors | – | – | – | – | Not filed |
| Ahrens Investment Partners LLC | – | – | – | – | Not filed |
| Pathway Financial Advisers, LLC | – | – | – | – | Not filed |