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 |
|---|---|---|---|---|---|
| Mirae Asset Global Investments Co., Ltd. | 38,624 | $1.84M | 0.00% | +38,624 | New |
| Aviance Capital Partners, LLC | 38,204 | $1.82M | 0.39% | +287+0.8% | Added |
| New Mexico Educational Retirement Board | 38,200 | $1.82M | 0.08% | +4,300+12.7% | Added |
| Private Advisor Group, LLC | 37,366 | $1.81M | 0.02% | +5,020+15.5% | Added |
| Naples Global Advisors, LLC | 37,850 | $1.81M | 0.21% | +460+1.2% | Added |
| JustInvest LLC | 37,391 | $1.78M | 0.05% | +856+2.3% | Added |
| Investors Research Corp | 36,350 | $1.73M | 0.44% | −150−0.4% | Reduced |
| BKD Wealth Advisors, LLC | 35,076 | $1.67M | 0.05% | −298−0.8% | Reduced |
| Clearbridge Investments, LLC | 34,348 | $1.64M | 0.00% | −375−1.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 33,845 | $1.61M | 0.01% | −10,538−23.7% | Reduced |
| DGS Capital Management, LLC | 33,724 | $1.61M | 0.80% | +404+1.2% | Added |
| Nations Financial Group Inc, | 33,563 | $1.60M | 0.16% | +6,230+22.8% | Added |
| MAI Capital Management | 33,389 | $1.59M | 0.02% | −125−0.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 33,255 | $1.59M | 0.02% | +3,100+10.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 32,967 | $1.57M | 0.01% | +1,882+6.1% | Added |
| Pacer Advisors, Inc. | 32,500 | $1.55M | 0.01% | +32,500 | New |
| The PNC Financial Services Group, Inc. | 31,441 | $1.50M | 0.00% | −314−1.0% | Reduced |
| Sculati Wealth Management, LLC | 30,927 | $1.48M | 0.74% | −3,925−11.3% | Reduced |
| Integrated Wealth Concepts LLC | 30,467 | $1.45M | 0.02% | −13,317−30.4% | Reduced |
| Cresset Asset Management, LLC | 29,476 | $1.41M | 0.01% | +29,476 | New |
| Handelsbanken Fonder AB | 28,307 | $1.35M | 0.01% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 28,000 | $1.34M | 0.19% | 00.0% | Unchanged |
| Cerity Partners LLC | 27,949 | $1.33M | 0.01% | +17,607+170.2% | Added |
| CIBC World Markets Inc. | 27,668 | $1.32M | 0.00% | +2,187+8.6% | Added |
| Convergence Investment Partners, LLC | 27,495 | $1.31M | 0.75% | −950−3.3% | Reduced |
| Waterfront Wealth Inc. | 26,633 | $1.30M | 0.39% | +924+3.6% | Added |
| Public Employees Retirement Association of Colorado | 27,234 | $1.30M | 0.01% | −1,631−5.7% | Reduced |
| HighTower Advisors, LLC | 26,928 | $1.29M | 0.00% | −23,076−46.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 26,883 | $1.28M | 0.01% | +5,684+26.8% | Added |
| Susquehanna International Group, LLP | 26,881 | $1.28M | 0.00% | +15,513+136.5% | Added |
| Ascent Group, LLC | 25,015 | $1.24M | 0.14% | +25,015 | New |
| GPS Wealth Strategies Group, LLC | 25,669 | $1.22M | 0.23% | −701−2.7% | Reduced |
| Engineers Gate Manager LP | 25,480 | $1.22M | 0.05% | +587+2.4% | Added |
| Cetera Investment Advisers | 24,856 | $1.19M | 0.01% | +7,102+40.0% | Added |
| Abacus Planning Group, Inc. | 24,448 | $1.17M | 0.28% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 24,413 | $1.16M | 0.02% | +2,991+14.0% | Added |
| Virtus Investment Advisers, Inc. | 24,327 | $1.16M | 0.79% | +24,327 | New |
| Natixis Advisors, L.P. | 24,018 | $1.15M | 0.00% | +2,961+14.1% | Added |
| Neuberger Berman Group LLC | 23,887 | $1.14M | 0.00% | −2,387−9.1% | Reduced |
| Signaturefd, LLC | 23,881 | $1.14M | 0.03% | +984+4.3% | Added |
| Dark Forest Capital Management LP | 23,433 | $1.12M | 0.12% | +17,086+269.2% | Added |
| Xponance, Inc. | 23,100 | $1.10M | 0.01% | −2,122−8.4% | Reduced |
| Pictet Asset Management SA | 22,996 | $1.10M | 0.00% | −1,237−5.1% | Reduced |
| State of Alaska, Department of Revenue | 22,957 | $1.09M | 0.01% | −2,808−10.9% | Reduced |
| Point72 Middle East FZE | 22,787 | $1.09M | 0.06% | +11,006+93.4% | Added |
| Lifestyle Asset Management, Inc. | 22,779 | $1.09M | 0.65% | +101+0.4% | Added |
| Jefferies Financial Group Inc. | 22,600 | $1.08M | 0.02% | +22,600 | New |
| Affinity Investment Advisors, LLC | 22,148 | $1.06M | 0.61% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 22,067 | $1.05M | 0.06% | +12,935+141.6% | Added |
| Capital Fund Management S.A. | 21,947 | $1.05M | 0.02% | −80,120−78.5% | Reduced |
| Polianta Ltd | 21,900 | $1.04M | 0.48% | +21,900 | New |
| Venture Visionary Partners LLC | 21,720 | $1.04M | 0.06% | −5,855−21.2% | Reduced |
| Fox Run Management, L.L.C. | 21,640 | $1.03M | 0.29% | −6,421−22.9% | Reduced |
| Qube Research & Technologies Ltd | 21,252 | $1.01M | 0.00% | +21,252 | New |
| HSBC Holdings PLC | 20,998 | $1.00M | 0.00% | −12,612−37.5% | Reduced |
| Aquila Investment Management LLC | 21,000 | $1.00M | 0.82% | 00.0% | Unchanged |
| MML Investors Services, LLC | 20,928 | $998.0K | 0.01% | +1,890+9.9% | Added |
| M&T Bank Corp | 20,466 | $976.0K | 0.00% | −223−1.1% | Reduced |
| Vestcor Inc | 20,049 | $956.0K | 0.03% | 00.0% | Unchanged |
| Stephens Inc | 19,982 | $953.2K | 0.02% | −2,023−9.2% | Reduced |
| Crossmark Global Holdings, Inc. | 19,453 | $950.0K | 0.02% | −609−3.0% | Reduced |
| XML Financial, LLC | 19,890 | $948.8K | 0.11% | +740+3.9% | Added |
| Exchange Traded Concepts, LLC | 19,840 | $946.4K | 0.02% | +4,408+28.6% | Added |
| Kiwi Wealth Investments Limited Partnership | 18,033 | $860.0K | 0.05% | 00.0% | Unchanged |
| Centiva Capital, LP | 17,834 | $850.7K | 0.04% | −30,225−62.9% | Reduced |
| Aviva PLC | 17,678 | $843.2K | 0.00% | −1,830−9.4% | Reduced |
| Pearl River Capital, LLC | 17,327 | $826.5K | 0.13% | −8,382−32.6% | Reduced |
| Los Angeles Capital Management LLC | 17,313 | $825.8K | 0.00% | −2,080−10.7% | Reduced |
| Cambria Investment Management, L.P. | 17,296 | $825.0K | 0.07% | −4,048−19.0% | Reduced |
| MorganRosel Wealth Management, LLC | 17,277 | $824.1K | 0.34% | −9,704−36.0% | Reduced |
| Ethic Inc. | 17,272 | $823.9K | 0.03% | −411−2.3% | Reduced |
| Toronto Dominion Bank | 17,200 | $820.0K | 0.00% | −28,500−62.4% | Reduced |
| Paradigm Financial Partners, LLC | 17,118 | $816.5K | 0.22% | +17,118 | New |
| Securian Asset Management, Inc | 16,502 | $787.1K | 0.02% | −529−3.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 16,310 | $778.0K | 0.01% | +159+1.0% | Added |
| Vident Investment Advisory, LLC | 16,114 | $769.4K | 0.03% | −8,485−34.5% | Reduced |
| Cetera Advisor Networks LLC | 15,939 | $760.3K | 0.01% | +2,166+15.7% | Added |
| Greenleaf Trust | 15,803 | $753.8K | 0.01% | −1,069−6.3% | Reduced |
| Coombe, Bender & Co LLC | 15,669 | $747.4K | 0.54% | +449+3.0% | Added |
| AE Wealth Management LLC | 15,640 | $746.0K | 0.00% | −382,368−96.1% | Reduced |
| State of Wisconsin Investment Board | 15,622 | $745.2K | 0.00% | −9,437−37.7% | Reduced |
| Estate Counselors, LLC | 15,555 | $742.0K | 0.09% | 00.0% | Unchanged |
| Advisory Research Inc | 15,390 | $734.1K | 0.09% | +626+4.2% | Added |
| Tower Research Capital LLC (TRC) | 15,376 | $733.4K | 0.02% | −12,734−45.3% | Reduced |
| Atlas Capital Advisors LLC | 15,353 | $732.3K | 0.11% | −599−3.8% | Reduced |
| Maryland State Retirement & Pension System | 14,997 | $715.4K | 0.02% | −1,194−7.4% | Reduced |
| Carret Asset Management, LLC | 14,797 | $705.8K | 0.09% | −140−0.9% | Reduced |
| Gotham Asset Management, LLC | 14,695 | $701.0K | 0.02% | +2,571+21.2% | Added |
| Evergreen Capital Management LLC | 14,686 | $700.5K | 0.03% | +141+1.0% | Added |
| Portman Square Capital LLP | 14,470 | $690.2K | 0.12% | +4,320+42.6% | Added |
| BOS Asset Management, LLC | 14,438 | $688.7K | 0.53% | +128+0.9% | Added |
| Measured Wealth Private Client Group, LLC | 14,415 | $687.6K | 0.26% | +1,484+11.5% | Added |
| Diversified Trust Co | 14,075 | $671.4K | 0.02% | +548+4.1% | Added |
| Neumann Capital Management, LLC | 13,883 | $662.2K | 0.27% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 13,328 | $636.0K | 0.00% | −5,837−30.5% | Reduced |
| Dumont & Blake Investment Advisors LLC | 13,320 | $635.0K | 0.21% | −350−2.6% | Reduced |
| BNP Paribas Arbitrage, SA | 13,142 | $626.9K | 0.00% | −3,633−21.7% | Reduced |
| Park Avenue Securities LLC | 13,122 | $626.0K | 0.01% | +13,122 | New |
| Boxwood Ventures, Inc. | 12,657 | $604.0K | 1.15% | −13,382−51.4% | Reduced |
| Relative Value Partners Group, LLC | 12,550 | $598.6K | 0.04% | 00.0% | Unchanged |