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 |
|---|---|---|---|---|---|
| Great West Life Assurance Co | 190,467 | $9.11M | 0.02% | +18,975+11.1% | Added |
| Stifel Financial Corp | 191,031 | $9.11M | 0.01% | −1,737−0.9% | Reduced |
| CI Private Wealth, LLC | 185,527 | $8.85M | 0.02% | +15,274+9.0% | Added |
| Cubist Systematic Strategies, LLC | 185,161 | $8.83M | 0.10% | +26,700+16.8% | Added |
| Ci Investments Inc. | 181,310 | $8.65M | 0.04% | −15,783−8.0% | Reduced |
| Point72 Europe (London) LLP | 166,200 | $7.93M | 1.16% | +166,200 | New |
| Barnett & Company, Inc. | 164,200 | $7.83M | 5.82% | −3,700−2.2% | Reduced |
| State Board of Administration of Florida Retirement System | 163,977 | $7.82M | 0.02% | −13,616−7.7% | Reduced |
| Texas Permanent School Fund | 163,105 | $7.78M | 0.07% | −4,601−2.7% | Reduced |
| Glenmede Trust Co NA | 190,775 | $7.55M | 0.04% | −344−0.2% | Reduced |
| APG Asset Management N.V. | 169,800 | $7.42M | 0.01% | +63,900+60.3% | Added |
| Beck Bode, LLC | 154,912 | $7.39M | 1.80% | +154,912 | New |
| M&G Investment Management Ltd | 149,560 | $7.18M | 0.04% | +4,602+3.2% | Added |
| Adage Capital Partners GP, L.L.C. | 150,000 | $7.16M | 0.02% | +150,000 | New |
| Eagle Asset Management Inc | 145,567 | $6.94M | 0.04% | +145,567 | New |
| D. E. Shaw & Co., Inc. | 142,134 | $6.78M | 0.01% | +101,456+249.4% | Added |
| Algert Global LLC | 140,088 | $6.68M | 0.29% | −12,896−8.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 138,574 | $6.61M | 0.04% | −5,912−4.1% | Reduced |
| Mutual of America Capital Management LLC | 135,156 | $6.45M | 0.07% | −15,463−10.3% | Reduced |
| Burney Co | 130,462 | $6.22M | 0.29% | +1,032+0.8% | Added |
| Cinctive Capital Management LP | 126,012 | $6.01M | 0.24% | +126,012 | New |
| State of Tennessee, Treasury Department | 124,781 | $5.95M | 0.02% | −53,140−29.9% | Reduced |
| Amalgamated Bank | 123,079 | $5.87M | 0.05% | −8,208−6.3% | Reduced |
| Envestnet Asset Management Inc | 116,873 | $5.57M | 0.00% | −438,517−79.0% | Reduced |
| MetLife Investment Management | 111,237 | $5.31M | 0.04% | −3,665−3.2% | Reduced |
| Jane Street Group, LLC | 109,840 | $5.24M | 0.01% | +82,219+297.7% | Added |
| Ensign Peak Advisors, Inc | 109,725 | $5.23M | 0.01% | −52,040−32.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 108,882 | $5.19M | 0.01% | +34,111+45.6% | Added |
| Foster & Motley Inc | 107,121 | $5.11M | 0.40% | +14,029+15.1% | Added |
| Teacher Retirement System of Texas | 106,932 | $5.10M | 0.03% | +9,137+9.3% | Added |
| State of New Jersey Common Pension Fund D | 104,911 | $5.00M | 0.02% | 00.0% | Unchanged |
| Beacon Harbor Wealth Advisors, Inc. | 103,557 | $4.94M | 1.62% | −500−0.5% | Reduced |
| US Bancorp | 102,411 | $4.89M | 0.01% | −316−0.3% | Reduced |
| Public Employees Retirement System of Ohio | 101,077 | $4.82M | 0.02% | −13,039−11.4% | Reduced |
| Price T Rowe Associates Inc | 100,421 | $4.79M | 0.00% | −220.0% | Reduced |
| Wealthfront Advisers LLC | 99,307 | $4.74M | 0.02% | −1,630−1.6% | Reduced |
| ExodusPoint Capital Management, LP | 97,493 | $4.65M | 0.05% | +32,595+50.2% | Added |
| Dorsey Wright & Associates | 96,677 | $4.61M | 1.39% | −45,904−32.2% | Reduced |
| BTC Capital Management, Inc. | 94,118 | $4.58M | 0.50% | +94,118 | New |
| Yousif Capital Management, LLC | 95,423 | $4.55M | 0.06% | −5,241−5.2% | Reduced |
| AlphaCore Capital LLC | 92,772 | $4.43M | 0.71% | +92,772 | New |
| IFG Advisory, LLC | 92,711 | $4.42M | 0.39% | +30,233+48.4% | Added |
| Janus Henderson Group PLC | 92,457 | $4.41M | 0.00% | −58−0.1% | Reduced |
| Shay Capital LLC | 90,500 | $4.32M | 1.52% | +24,500+37.1% | Added |
| First Horizon Advisors, Inc. | 89,814 | $4.28M | 0.15% | +3,066+3.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 89,545 | $4.27M | 0.03% | +5,317+6.3% | Added |
| Treasurer of the State of North Carolina | 88,639 | $4.23M | 0.02% | +2,010+2.3% | Added |
| Creative Planning | 87,352 | $4.17M | 0.01% | +1,447+1.7% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 87,300 | $4.16M | 0.02% | −10,448−10.7% | Reduced |
| Zacks Investment Management | 80,774 | $3.85M | 0.05% | +67,588+512.6% | Added |
| Triasima Portfolio Management inc. | 60,730 | $3.84M | 0.24% | −107,650−63.9% | Reduced |
| Walleye Capital LLC | 79,264 | $3.78M | 0.07% | −60,809−43.4% | Reduced |
| Janney Montgomery Scott LLC | 76,623 | $3.65M | 0.01% | −15,477−16.8% | Reduced |
| apricus wealth, LLC | 74,450 | $3.61M | 3.17% | −1,550−2.0% | Reduced |
| Barometer Capital Management Inc. | 74,700 | $3.54M | 0.94% | +74,700 | New |
| Bridgewater Associates, LP | 72,821 | $3.47M | 0.02% | +120+0.2% | Added |
| Putnam Investments LLC | 71,296 | $3.40M | 0.01% | −5,341−7.0% | Reduced |
| DekaBank Deutsche Girozentrale | 71,970 | $3.38M | 0.01% | +42,570+144.8% | Added |
| Genus Capital Management Inc. | 68,664 | $3.28M | 0.48% | +68,664 | New |
| Cipher Capital LP | 68,663 | $3.28M | 0.56% | −41,632−37.7% | Reduced |
| Illinois Municipal Retirement Fund | 65,768 | $3.14M | 0.06% | 00.0% | Unchanged |
| Citigroup Inc | 63,728 | $3.04M | 0.00% | −6,414−9.1% | Reduced |
| Canada Pension Plan Investment Board | 63,000 | $3.01M | 0.00% | +1,700+2.8% | Added |
| Oberweis Asset Management Inc | 62,600 | $2.99M | 0.36% | +11,600+22.7% | Added |
| Hussman Strategic Advisors, Inc. | 62,400 | $2.98M | 0.55% | −30,600−32.9% | Reduced |
| Advisory Services Network, LLC | 62,392 | $2.98M | 0.08% | +527+0.9% | Added |
| Quantinno Capital Management LP | 62,234 | $2.97M | 0.17% | +3,364+5.7% | Added |
| Advisor Partners II, LLC | 61,691 | $2.94M | 0.14% | +29,242+90.1% | Added |
| Bank of Montreal | 61,319 | $2.93M | 0.00% | −575,397−90.4% | Reduced |
| Auxier Asset Management | 59,839 | $2.85M | 0.47% | −2,078−3.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 57,699 | $2.75M | 0.07% | −20,895−26.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 56,600 | $2.70M | 0.28% | −5,800−9.3% | Reduced |
| Bokf, NA | 55,794 | $2.66M | 0.05% | +1,912+3.5% | Added |
| Arizona State Retirement System | 55,496 | $2.65M | 0.02% | −2,148−3.7% | Reduced |
| Strategic Global Advisors, LLC | 54,930 | $2.62M | 0.40% | +54,930 | New |
| Raymond James Financial Services Advisors, Inc. | 54,431 | $2.60M | 0.00% | −13,164−19.5% | Reduced |
| Louisiana State Employees Retirement System | 54,100 | $2.58M | 0.06% | +4,500+9.1% | Added |
| Walleye Trading LLC | 53,971 | $2.57M | 0.13% | −10,049−15.7% | Reduced |
| Oregon Public Employees Retirement Fund | 53,512 | $2.55M | 0.03% | −1,061−1.9% | Reduced |
| Mariner, LLC | 51,857 | $2.47M | 0.01% | +18,597+55.9% | Added |
| Alaska Permanent Fund Corp | 51,200 | $2.44M | 0.05% | +51,200 | New |
| Boston Financial Mangement LLC | 50,000 | $2.38M | 0.09% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 49,723 | $2.37M | 0.00% | −2,324−4.5% | Reduced |
| Anchor Investment Management, LLC | 49,403 | $2.36M | 0.30% | 00.0% | Unchanged |
| WBI Investments | 49,342 | $2.35M | 0.43% | +49,342 | New |
| Ritholtz Wealth Management | 48,774 | $2.33M | 0.10% | +9,899+25.5% | Added |
| STRS Ohio | 47,114 | $2.25M | 0.01% | −6,510−12.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 46,678 | $2.23M | 0.00% | +3,720+8.7% | Added |
| Simplex Trading, LLC | 46,643 | $2.22M | 0.09% | +16,545+55.0% | Added |
| Pinebridge Investments, L.P. | 46,543 | $2.22M | 0.02% | −8,518−15.5% | Reduced |
| Ameritas Investment Partners, Inc. | 46,261 | $2.21M | 0.08% | −1,347−2.8% | Reduced |
| State of Michigan Retirement System | 45,600 | $2.18M | 0.01% | −1,600−3.4% | Reduced |
| Shilanski & Associates, Inc. | 43,677 | $2.08M | 0.84% | +341+0.8% | Added |
| Federated Hermes, Inc. | 43,494 | $2.07M | 0.01% | +3,192+7.9% | Added |
| Nisa Investment Advisors, LLC | 42,407 | $2.02M | 0.01% | −11,975−22.0% | Reduced |
| Trexquant Investment LP | 41,764 | $1.99M | 0.05% | −58,218−58.2% | Reduced |
| Kendall Capital Management | 41,635 | $1.99M | 0.87% | +5,290+14.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 41,169 | $1.96M | 0.05% | −319−0.8% | Reduced |
| Great Diamond Partners, LLC | 40,353 | $1.92M | 0.51% | −170−0.4% | Reduced |
| Dakota Wealth Management | 40,299 | $1.92M | 0.09% | +40,299 | New |