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 |
|---|---|---|---|---|---|
| Coppell Advisory Solutions LLC | 254 | $12.1K | 0.00% | +254 | New |
| Studio Investment Management LLC | 241 | $11.5K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 226 | $10.8K | 0.00% | +2+0.9% | Added |
| SOA Wealth Advisors, LLC. | 221 | $10.6K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 224 | $10.0K | 0.00% | −41−15.5% | Reduced |
| Steward Financial Group LLC | 225 | $10.0K | 0.00% | −12−5.1% | Reduced |
| JFS Wealth Advisors, LLC | 209 | $9.97K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 209 | $9.97K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 203 | $9.68K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 199 | $9.49K | 0.00% | +28+16.4% | Added |
| West Tower Group, LLC | 199 | $9.49K | 0.01% | +199 | New |
| Bell Investment Advisors, Inc | 176 | $8.40K | 0.00% | +24+15.8% | Added |
| Armstrong Advisory Group, Inc | 167 | $7.97K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 149 | $7.00K | 0.00% | +57+62.0% | Added |
| Newton One Investments LLC | 129 | $6.15K | 0.00% | +1+0.8% | Added |
| Northwest Investment Counselors, LLC | 128 | $6.12K | 0.00% | +73+132.7% | Added |
| Endurance Wealth Management, Inc. | 120 | $6.00K | 0.00% | +120 | New |
| Versant Capital Management, Inc | 124 | $5.92K | 0.00% | +24+24.0% | Added |
| Lee Financial Co | 120 | $5.72K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 116 | $5.64K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 111 | $5.29K | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 103 | $4.92K | 0.00% | +103 | New |
| First Capital Advisors Group, LLC. | 100 | $4.77K | 0.00% | +100 | New |
| Amundi | 96 | $4.61K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 90 | $4.29K | 0.00% | −43−32.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 90 | $4.29K | 0.00% | +90 | New |
| Sound Income Strategies, LLC | 90 | $4.29K | 0.00% | +90 | New |
| Farmers & Merchants Investments Inc | 85 | $4.05K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 81 | $3.86K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 77 | $3.67K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 74 | $3.53K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 70 | $3.34K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 68 | $3.24K | 0.00% | −8−10.5% | Reduced |
| Byrne Asset Management LLC | 70 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 54 | $3.00K | 0.00% | +15+38.5% | Added |
| Beaird Harris Wealth Management, LLC | 60 | $2.86K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 51 | $2.43K | 0.00% | −1−1.9% | Reduced |
| Asset Dedication, LLC | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 40 | $1.91K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 38 | $1.83K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 25 | $1.19K | 0.00% | +25 | New |
| RFP Financial Group LLC | 24 | $1.15K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 23 | $1.12K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 21 | $1.00K | 0.00% | +10+90.9% | Added |
| Avion Wealth | 24 | $1.00K | 0.00% | +24 | New |
| Venturi Wealth Management, LLC | 20 | $954 | 0.00% | +20 | New |
| Tfo-TDC, LLC | 14 | $668 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 13 | $617 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 13 | $615 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 10 | $477 | 0.00% | +10 | New |
| VisionPoint Advisory Group, LLC | 8 | $382 | 0.00% | +8 | New |
| Crewe Advisors LLC | 6 | $287 | 0.00% | +6 | New |
| Gradient Investments LLC | 5 | $239 | 0.00% | +5 | New |
| Trust Co of Vermont | 2 | $95 | 0.00% | 00.0% | Unchanged |
| Motco | 2 | $95 | 0.00% | +2 | New |
| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 48 | – | – | +8+20.0% | Added |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −671,623−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −131,402−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −87,874−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −85,789−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −71,038−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −60,893−100.0% | Sold out |
| B.O.S.S. Retirement Advisors, LLC | 0 | $0 | 0.00% | −47,884−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −38,996−100.0% | Sold out |
| Cordatus Wealth Management LLC | 0 | $0 | 0.00% | −37,725−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −25,184−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −19,175−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −16,600−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −16,209−100.0% | Sold out |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −13,873−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −16,804−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −9,990−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −9,870−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −9,187−100.0% | Sold out |
| Centennial Wealth Advisory LLC | 0 | $0 | 0.00% | −8,490−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −8,367−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −7,652−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −7,526−100.0% | Sold out |
| BlueCrest Capital Management Ltd | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −7,316−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −6,524−100.0% | Sold out |
| Carl P. Sherr & Co., LLC | 0 | $0 | 0.00% | −5,973−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −5,550−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −5,355−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −5,116−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −3,640−100.0% | Sold out |
| Centaurus Financial, Inc. | 0 | $0 | 0.00% | −2,536−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −2,436−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −1,586−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −1,344−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −872−100.0% | Sold out |
| Sittner & Nelson, LLC | 0 | $0 | 0.00% | −769−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −310−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Accel Wealth Management | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −159−100.0% | Sold out |
| Syverson Strege & Co | 0 | $0 | 0.00% | −119−100.0% | Sold out |
| BerganKDV Wealth Management, LLC | 0 | $0 | 0.00% | −33−100.0% | Sold out |