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 |
|---|---|---|---|---|---|
| Coldstream Capital Management Inc | 12,503 | $596.4K | 0.02% | −793−6.0% | Reduced |
| Patten & Patten Inc | 12,351 | $589.1K | 0.05% | −250−2.0% | Reduced |
| First Citizens Bank & Trust Co | 12,346 | $588.9K | 0.01% | +2,826+29.7% | Added |
| United Services Automobile Association | 12,291 | $586.3K | 0.02% | +1,227+11.1% | Added |
| CSS LLC | 12,100 | $577.2K | 0.04% | +2,600+27.4% | Added |
| Sigma Planning Corp | 11,741 | $560.1K | 0.02% | −28,326−70.7% | Reduced |
| National Asset Management, Inc. | 11,689 | $557.5K | 0.01% | +777+7.1% | Added |
| Bessemer Group Inc | 11,545 | $551.0K | 0.00% | +1,250+12.1% | Added |
| Veriti Management LLC | 11,528 | $549.9K | 0.06% | +5,128+80.1% | Added |
| Veritable, L.P. | 11,272 | $537.7K | 0.01% | +558+5.2% | Added |
| Financial Advisory Service, Inc. | 11,138 | $531.3K | 0.07% | +73+0.7% | Added |
| Accurate Wealth Management, LLC | 11,139 | $526.5K | 0.16% | −518−4.4% | Reduced |
| Baird Financial Group, Inc. | 10,946 | $522.1K | 0.00% | +288+2.7% | Added |
| Pinkerton Retirement Specialists, LLC | 10,833 | $516.7K | 0.10% | −5,441−33.4% | Reduced |
| ProShare Advisors LLC | 10,821 | $516.2K | 0.00% | −304−2.7% | Reduced |
| Old National Bancorp | 10,716 | $511.2K | 0.01% | +1,360+14.5% | Added |
| Utah Retirement Systems | 10,700 | $510.4K | 0.01% | 00.0% | Unchanged |
| Clarius Group, LLC | 10,628 | $507.0K | 0.04% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 10,608 | $506.0K | 0.02% | +1,243+13.3% | Added |
| Csenge Advisory Group | 10,591 | $505.2K | 0.03% | +5,300+100.2% | Added |
| Pitcairn Co | 10,556 | $503.5K | 0.04% | +168+1.6% | Added |
| Lingohr & Partner Asset Management GmbH | 10,600 | $502.0K | 1.28% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 10,524 | $502.0K | 0.03% | +10,524 | New |
| Stokes Family Office, LLC | 10,395 | $495.8K | 0.06% | +3,898+60.0% | Added |
| Advisors Asset Management, Inc. | 10,299 | $491.3K | 0.01% | +30+0.3% | Added |
| Beacon Pointe Advisors, LLC | 10,027 | $478.3K | 0.01% | −1,751−14.9% | Reduced |
| Arnhold LLC | 10,000 | $477.0K | 0.05% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 9,997 | $476.9K | 0.00% | +244+2.5% | Added |
| Kapitalo Investimentos Ltda | 9,955 | $474.9K | 0.09% | +9,955 | New |
| National Bank of Canada | 9,954 | $474.8K | 0.00% | −5,376−35.1% | Reduced |
| State of Wyoming | 9,886 | $471.6K | 0.14% | +2,699+37.6% | Added |
| New York Life Investment Management LLC | 9,866 | $470.6K | 0.00% | +9,866 | New |
| HM Payson & Co | 9,830 | $468.9K | 0.01% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 9,776 | $466.3K | 0.04% | +9,776 | New |
| Wetherby Asset Management Inc | 9,737 | $464.5K | 0.03% | +300+3.2% | Added |
| Campion Asset Management LLC | 9,470 | $451.7K | 0.40% | +415+4.6% | Added |
| Edgestream Partners, L.P. | 9,398 | $448.3K | 0.04% | −12,788−57.6% | Reduced |
| Echo Street Capital Management LLC | 9,360 | $446.5K | 0.00% | −2,158−18.7% | Reduced |
| Shelton Capital Management | 9,191 | $438.4K | 0.02% | −203−2.2% | Reduced |
| Proequities, Inc. | 9,115 | $434.8K | 0.03% | +4,436+94.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 9,078 | $433.0K | 0.00% | −475−5.0% | Reduced |
| Ieq Capital, LLC | 8,845 | $421.9K | 0.01% | +825+10.3% | Added |
| Newport Capital Group, LLC | 8,788 | $419.2K | 0.21% | +8,788 | New |
| Pathstone Family Office, LLC | 8,619 | $408.3K | 0.01% | −1,254−12.7% | Reduced |
| Jump Financial, LLC | 8,531 | $406.9K | 0.01% | +8,531 | New |
| United Capital Financial Advisers, LLC | 8,393 | $400.3K | 0.00% | −6,354−43.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 8,152 | $388.9K | 0.00% | +813+11.1% | Added |
| TFB Advisors LLC | 8,065 | $384.7K | 0.17% | +1,405+21.1% | Added |
| BancorpSouth Bank | 8,027 | $382.9K | 0.03% | 00.0% | Unchanged |
| Commerce Bank | 8,005 | $381.8K | 0.00% | 00.0% | Unchanged |
| Aristides Capital LLC | 8,000 | $381.6K | 0.23% | +8,000 | New |
| J.W. Cole Advisors, Inc. | 7,996 | $381.4K | 0.03% | +71+0.9% | Added |
| Eqis Capital Management, Inc. | 7,839 | $373.9K | 0.04% | +110+1.4% | Added |
| GWM Advisors LLC | 7,720 | $368.2K | 0.00% | −123−1.6% | Reduced |
| CAPROCK Group, Inc. | 7,683 | $366.5K | 0.03% | +886+13.0% | Added |
| Savant Capital, LLC | 7,661 | $365.4K | 0.01% | +171+2.3% | Added |
| SageView Advisory Group, LLC | 7,648 | $364.8K | 0.02% | +7,648 | New |
| Campbell & CO Investment Adviser LLC | 7,643 | $364.6K | 0.06% | +7,643 | New |
| My Legacy Advisors, LLC | 7,640 | $362.5K | 0.14% | +7,640 | New |
| Patten Group, Inc. | 7,538 | $359.6K | 0.10% | −647−7.9% | Reduced |
| Kingsview Wealth Management, LLC | 7,487 | $357.1K | 0.01% | −37,182−83.2% | Reduced |
| Means Investment Co., Inc. | 7,437 | $354.7K | 0.06% | +42+0.6% | Added |
| Investors Asset Management of Georgia Inc | 7,325 | $349.4K | 0.18% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 7,300 | $348.2K | 0.04% | −30,600−80.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 7,240 | $345.3K | 0.03% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 7,182 | $342.6K | 0.00% | −351−4.7% | Reduced |
| Bleakley Financial Group, LLC | 7,104 | $338.8K | 0.01% | +715+11.2% | Added |
| Sawtooth Solutions, LLC | 7,038 | $335.7K | 0.01% | +649+10.2% | Added |
| Hanlon Investment Management, Inc. | 7,003 | $334.0K | 0.10% | −468−6.3% | Reduced |
| Petrus Trust Company, LTA | 6,971 | $332.5K | 0.04% | +6,971 | New |
| Winton Group Ltd | 6,924 | $330.3K | 0.03% | −30,337−81.4% | Reduced |
| Ballentine Partners, LLC | 6,812 | $324.9K | 0.01% | +504+8.0% | Added |
| Capula Management Ltd | 6,660 | $317.7K | 0.04% | +6,660 | New |
| Strategic Investment Advisors | 6,536 | $311.8K | 0.04% | +627+10.6% | Added |
| Boston Private Wealth LLC | 6,394 | $305.0K | 0.01% | +394+6.6% | Added |
| Umb Bank N A | 6,354 | $303.1K | 0.00% | −112−1.7% | Reduced |
| Regions Financial Corp | 6,328 | $301.8K | 0.00% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 6,326 | $301.8K | 0.01% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 6,300 | $300.5K | 0.21% | +6,300 | New |
| Forum Financial Management, LP | 6,195 | $295.5K | 0.01% | −25−0.4% | Reduced |
| Quent Capital, LLC | 6,122 | $292.0K | 0.05% | +8+0.1% | Added |
| J. W. Coons Advisors, LLC | 6,085 | $290.3K | 0.08% | +40+0.7% | Added |
| Dynamic Technology Lab Private Ltd | 6,084 | $290.0K | 0.04% | −61,066−90.9% | Reduced |
| Aigen Investment Management, LP | 6,029 | $287.6K | 0.04% | −134−2.2% | Reduced |
| Shell Asset Management Co | 5,948 | $284.0K | 0.01% | −34−0.6% | Reduced |
| Glenview Trust Co | 5,863 | $279.7K | 0.01% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 5,838 | $278.5K | 0.13% | +43+0.7% | Added |
| IHT Wealth Management, LLC | 5,762 | $274.8K | 0.01% | +31+0.5% | Added |
| TownSquare Capital, LLC | 5,745 | $274.0K | 0.01% | +101+1.8% | Added |
| CIBC Asset Management Inc | 5,702 | $272.0K | 0.00% | +52+0.9% | Added |
| MBM Wealth Consultants, LLC | 5,715 | $272.0K | 0.12% | +1,921+50.6% | Added |
| Cobblestone Capital Advisors LLC | 5,668 | $270.4K | 0.02% | 00.0% | Unchanged |
| Fountainhead AM, LLC | 5,666 | $270.3K | 0.10% | +40+0.7% | Added |
| Paulson Wealth Management Inc. | 5,656 | $269.8K | 0.09% | +5,656 | New |
| Patriot Financial Group Insurance Agency, LLC | 5,607 | $267.5K | 0.05% | +234+4.4% | Added |
| Profund Advisors LLC | 5,584 | $266.4K | 0.01% | −1,130−16.8% | Reduced |
| Wintrust Investments LLC | 5,570 | $266.0K | 0.03% | +5,570 | New |
| DuPont Capital Management Corp | 5,576 | $266.0K | 0.01% | −634−10.2% | Reduced |
| Coastline Trust Co | 5,570 | $265.7K | 0.04% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 5,543 | $264.4K | 0.09% | +5,543 | New |