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 |
|---|---|---|---|---|---|
| Alpha Cubed Investments, LLC | 5,500 | $262.4K | 0.02% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 10,070 | $256.5K | 0.09% | +50+0.5% | Added |
| Mather Group, LLC. | 5,267 | $251.3K | 0.00% | +5,267 | New |
| Raymond James Trust N.A. | 5,211 | $249.0K | 0.01% | +5,211 | New |
| Paragon Capital Management Ltd | 5,160 | $246.2K | 0.05% | −1,488−22.4% | Reduced |
| Coastal Investment Advisors, Inc. | 5,099 | $243.2K | 0.05% | +14+0.3% | Added |
| GTS Securities LLC | 5,057 | $241.2K | 0.01% | +5,057 | New |
| FourThought Financial Partners, LLC | 5,052 | $241.0K | 0.03% | −20−0.4% | Reduced |
| Watershed Asset Management, L.L.C. | 5,033 | $240.1K | 0.30% | −1,431−22.1% | Reduced |
| D.A. Davidson & Co. | 4,989 | $238.0K | 0.00% | −279−5.3% | Reduced |
| Prossimo Advisors, LLC | 4,990 | $238.0K | 0.23% | +4,990 | New |
| V Wealth Advisors LLC | 4,975 | $237.3K | 0.04% | +4,975 | New |
| Bank of Nova Scotia | 4,927 | $235.0K | 0.00% | −3,732−43.1% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,780 | $228.0K | 0.06% | +4,780 | New |
| KBC Group NV | 4,785 | $228.0K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 4,758 | $227.0K | 0.03% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 4,744 | $226.3K | 0.03% | +4,744 | New |
| Bailard, Inc. | 4,600 | $219.4K | 0.01% | +4,600 | New |
| Tiedemann Advisors, LLC | 4,579 | $218.4K | 0.01% | +4,579 | New |
| Delta Asset Management LLC | 4,325 | $206.3K | 0.02% | +4,325 | New |
| NorthRock Partners, LLC | 4,295 | $204.9K | 0.02% | +4,295 | New |
| IFP Advisors, Inc | 5,218 | $204.1K | 0.01% | +2,212+73.6% | Added |
| Summit Trail Advisors, LLC | 4,232 | $201.9K | 0.01% | +4,232 | New |
| Meeder Advisory Services, Inc. | 4,231 | $201.8K | 0.02% | +4,231 | New |
| Jacobi Capital Management LLC | 4,196 | $200.1K | 0.02% | +4,196 | New |
| SG Americas Securities, LLC | 4,144 | $198.0K | 0.00% | −16,614−80.0% | Reduced |
| JJJ Advisors Inc. | 4,122 | $196.6K | 0.05% | +381+10.2% | Added |
| HHM Wealth Advisors, LLC | 4,110 | $196.0K | 0.04% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 4,100 | $194.5K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 4,000 | $190.8K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,905 | $186.3K | 0.00% | −714−15.5% | Reduced |
| Parallel Advisors, LLC | 3,760 | $179.4K | 0.01% | +474+14.4% | Added |
| Quadrant Capital Group LLC | 3,672 | $175.2K | 0.02% | −189−4.9% | Reduced |
| Hanson & Doremus Investment Management | 3,559 | $170.0K | 0.04% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,980 | $142.1K | 0.00% | +2,980 | New |
| Loomis Sayles & Co L P | 2,939 | $140.0K | 0.00% | −1,019−25.7% | Reduced |
| Nomura Asset Management Co Ltd | 2,910 | $138.8K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,778 | $133.0K | 0.00% | −1,590−36.4% | Reduced |
| C M Bidwell & Associates Ltd | 2,714 | $129.5K | 0.09% | 00.0% | Unchanged |
| West Branch Capital LLC | 2,709 | $129.2K | 0.06% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 2,676 | $127.6K | 0.12% | +2,676 | New |
| Allworth Financial LP | 2,456 | $117.1K | 0.00% | +596+32.0% | Added |
| Proffitt & Goodson Inc | 2,393 | $114.1K | 0.02% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 2,367 | $112.9K | 0.00% | −247−9.4% | Reduced |
| Private Trust Co NA | 2,213 | $105.6K | 0.01% | +549+33.0% | Added |
| Covestor Ltd | 2,169 | $103.0K | 0.08% | −338−13.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 2,100 | $100.2K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 2,034 | $97.0K | 0.07% | +210+11.5% | Added |
| New England Capital Financial Advisors LLC | 1,904 | $90.8K | 0.06% | 00.0% | Unchanged |
| South State Corp. | 1,828 | $87.2K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 1,732 | $82.0K | 0.01% | +1,682+3,364.0% | Added |
| Lindbrook Capital, LLC | 1,607 | $76.7K | 0.01% | +37+2.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,540 | $73.0K | 0.00% | −400−20.6% | Reduced |
| Global Retirement Partners, LLC | 1,398 | $66.7K | 0.00% | +549+64.7% | Added |
| Whittier Trust Co of Nevada Inc | 1,307 | $62.3K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,172 | $55.9K | 0.01% | +26+2.3% | Added |
| Addison Advisors LLC | 1,162 | $55.4K | 0.03% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 1,100 | $52.5K | 0.05% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,082 | $51.6K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,075 | $51.3K | 0.01% | +295+37.8% | Added |
| Geneos Wealth Management Inc. | 1,064 | $50.8K | 0.00% | −395−27.1% | Reduced |
| Hoey Investments, Inc | 1,050 | $50.1K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,001 | $48.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,159 | $46.0K | 0.00% | −3,404−74.6% | Reduced |
| Virtus Fund Advisers, LLC | 962 | $45.9K | 0.32% | +962 | New |
| Deseret Mutual Benefit Administrators | 840 | $40.1K | 0.02% | −195−18.8% | Reduced |
| North Star Investment Management Corp. | 828 | $39.5K | 0.00% | +2+0.2% | Added |
| Parkside Financial Bank & Trust | 785 | $37.4K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 780 | $37.2K | 0.00% | −93−10.7% | Reduced |
| Arlington Partners LLC | 774 | $36.9K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 743 | $35.4K | 0.02% | +517+228.8% | Added |
| Tradition Wealth Management, LLC | 735 | $35.0K | 0.00% | +93+14.5% | Added |
| Financial Management Professionals, Inc. | 685 | $33.0K | 0.01% | +656+2,262.1% | Added |
| Glassman Wealth Services | 690 | $32.9K | 0.01% | +8+1.2% | Added |
| McIlrath & Eck, LLC | 675 | $32.2K | 0.01% | −25−3.6% | Reduced |
| Huntington National Bank | 647 | $30.9K | 0.00% | +592+1,076.4% | Added |
| Brown Brothers Harriman & Co | 617 | $29.4K | 0.00% | −82−11.7% | Reduced |
| Blue Bell Private Wealth Management, LLC | 561 | $26.8K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 560 | $26.7K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 560 | $26.7K | 0.01% | +560 | New |
| Clearstead Advisors, LLC | 535 | $25.5K | 0.00% | −365−40.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 529 | $25.2K | 0.00% | −550−51.0% | Reduced |
| Resurgent Financial Advisors LLC | 522 | $24.9K | 0.02% | +522 | New |
| EverSource Wealth Advisors, LLC | 516 | $24.6K | 0.00% | +37+7.7% | Added |
| FinTrust Capital Advisors, LLC | 544 | $22.3K | 0.01% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 500 | $21.7K | 0.02% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 451 | $21.5K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 413 | $19.7K | 0.02% | +3+0.7% | Added |
| Baldwin Brothers Inc | 400 | $19.1K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 399 | $19.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 392 | $19.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 392 | $18.7K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 372 | $17.7K | 0.00% | −32−7.9% | Reduced |
| V-Square Quantitative Management LLC | 358 | $17.1K | 0.01% | +358 | New |
| Cherry Tree Wealth Management, LLC | 345 | $16.5K | 0.00% | +345 | New |
| Bangor Savings Bank | 332 | $15.8K | 0.00% | +332 | New |
| Heritage Wealth Advisors | 304 | $14.5K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 290 | $13.8K | 0.01% | +290 | New |
| Harbour Investments, Inc. | 286 | $13.7K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 268 | $12.8K | 0.00% | −12−4.3% | Reduced |