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, Q3 2023
Institutional positions in Unum Group as of Sep 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
- 580
- +27 vs. Q2 2023
- Shares held
- 164.9M
- −2.20M (−1.3%) vs. Q2 2023
- Total value
- $8.14B
- +$175.8M (+2.2%) vs. Q2 2023
- New holders
- 67
- 192 more added
- Sold out
- 40
- 234 more reduced
4 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Unum Group; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Trust Co of Vermont | 2 | $98 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 5 | $246 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 5 | $303 | 0.00% | −43−89.6% | Reduced |
| Retirement Group, LLC | 10 | $492 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 13 | $635 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 18 | $859 | 0.00% | +4+28.6% | Added |
| Spire Wealth Management | 18 | $885 | 0.00% | +18 | New |
| Financial Management Professionals, Inc. | 29 | $1.00K | 0.00% | −656−95.8% | Reduced |
| SkyView Investment Advisors, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 15 | $1.00K | 0.00% | +15 | New |
| Focused Wealth Management, Inc | 24 | $1.16K | 0.00% | +1+4.3% | Added |
| RFP Financial Group LLC | 24 | $1.18K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 25 | $1.23K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 28 | $1.38K | 0.00% | −12−30.0% | Reduced |
| M&R Capital Management Inc | 38 | $1.85K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 44 | $2.00K | 0.00% | +20+83.3% | Added |
| Authentikos Wealth Advisory, LLC | 43 | $2.12K | 0.00% | +43 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 53 | $2.61K | 0.00% | +53 | New |
| Beaird Harris Wealth Management, LLC | 60 | $2.95K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 54 | $3.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 70 | $3.44K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 72 | $3.54K | 0.00% | +4+5.9% | Added |
| VisionPoint Advisory Group, LLC | 73 | $3.59K | 0.00% | +65+812.5% | Added |
| Farmers & Merchants Investments Inc | 75 | $3.69K | 0.00% | −10−11.8% | Reduced |
| Caldwell Trust Co | 77 | $3.79K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 81 | $3.98K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 87 | $4.28K | 0.00% | +13+17.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 90 | $4.43K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 95 | $4.68K | 0.00% | −33−25.8% | Reduced |
| Flaharty Asset Management, LLC | 97 | $4.77K | 0.00% | +97 | New |
| Amundi | 96 | $4.79K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 111 | $5.29K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 116 | $5.71K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 120 | $5.90K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 124 | $6.10K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 130 | $6.39K | 0.00% | +1+0.8% | Added |
| ClariVest Asset Management LLC | 149 | $7.00K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 163 | $8.02K | 0.00% | +143+715.0% | Added |
| Armstrong Advisory Group, Inc | 167 | $8.21K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 178 | $8.76K | 0.00% | −25−12.3% | Reduced |
| Quarry LP | 194 | $9.54K | 0.01% | +194 | New |
| Asset Dedication, LLC | 203 | $10.0K | 0.00% | +170+515.2% | Added |
| JFS Wealth Advisors, LLC | 209 | $10.3K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 209 | $10.3K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 251 | $10.3K | 0.00% | −3−1.2% | Reduced |
| Hexagon Capital Partners LLC | 213 | $10.5K | 0.00% | +14+7.0% | Added |
| SOA Wealth Advisors, LLC. | 222 | $10.9K | 0.00% | +1+0.5% | Added |
| Steward Financial Group LLC | 230 | $11.0K | 0.00% | +5+2.2% | Added |
| Coston, McIsaac & Partners | 224 | $11.0K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 227 | $11.2K | 0.00% | +1+0.4% | Added |
| Brown, Lisle/Cummings, Inc. | 250 | $12.3K | 0.01% | +250 | New |
| Massmutual Trust Co FSB | 268 | $13.2K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 274 | $13.5K | 0.00% | +98+55.7% | Added |
| Cherry Tree Wealth Management, LLC | 284 | $14.0K | 0.00% | −61−17.7% | Reduced |
| Northwest Capital Management Inc | 290 | $14.3K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 304 | $15.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 355 | $17.5K | 0.00% | −17−4.6% | Reduced |
| Harbour Investments, Inc. | 377 | $18.6K | 0.00% | +91+31.8% | Added |
| Bartlett & Co. LLC | 392 | $19.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 392 | $19.3K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 399 | $19.6K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 400 | $19.7K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 416 | $20.5K | 0.02% | +3+0.7% | Added |
| North Star Investment Management Corp. | 429 | $21.1K | 0.00% | −399−48.2% | Reduced |
| Loomis Sayles & Co L P | 483 | $24.0K | 0.00% | −2,456−83.6% | Reduced |
| Baker Avenue Asset Management, LP | 490 | $24.1K | 0.00% | +39+8.6% | Added |
| Nalls Sherbakoff Group, LLC | 500 | $24.6K | 0.02% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 500 | $24.6K | 0.01% | +500 | New |
| Resurgent Financial Advisors LLC | 519 | $25.5K | 0.02% | −3−0.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 529 | $26.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 535 | $26.3K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 535 | $26.3K | 0.00% | +19+3.7% | Added |
| McIlrath & Eck, LLC | 555 | $27.3K | 0.01% | −120−17.8% | Reduced |
| Blue Bell Private Wealth Management, LLC | 561 | $27.6K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 582 | $28.7K | 0.01% | +22+3.9% | Added |
| Leonteq Securities AG | 594 | $29.2K | 0.00% | −186−23.8% | Reduced |
| Geneos Wealth Management Inc. | 608 | $29.9K | 0.00% | −456−42.9% | Reduced |
| Brown Brothers Harriman & Co | 617 | $30.4K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 633 | $31.1K | 0.00% | −14−2.2% | Reduced |
| Glassman Wealth Services | 646 | $31.8K | 0.01% | −44−6.4% | Reduced |
| Bangor Savings Bank | 664 | $32.7K | 0.00% | +332+100.0% | Added |
| Neo Ivy Capital Management | 728 | $36.0K | 0.02% | +728 | New |
| Deseret Mutual Benefit Administrators | 770 | $37.9K | 0.02% | −70−8.3% | Reduced |
| Arlington Partners LLC | 774 | $38.1K | 0.02% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 774 | $38.1K | 0.02% | +774 | New |
| Parkside Financial Bank & Trust | 776 | $38.2K | 0.01% | −9−1.1% | Reduced |
| Virtus Fund Advisers, LLC | 962 | $47.3K | 0.34% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 974 | $47.9K | 0.02% | +974 | New |
| Aquatic Capital Management LLC | 1,000 | $49.0K | 0.00% | +1,000 | New |
| TD Waterhouse Canada Inc. | 1,001 | $49.1K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 1,050 | $51.6K | 0.02% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,082 | $53.2K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,157 | $57.0K | 0.01% | +422+57.4% | Added |
| Cutler Group LP | 1,163 | $57.0K | 0.01% | +1,163 | New |
| Addison Advisors LLC | 1,162 | $57.2K | 0.03% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,229 | $60.5K | 0.01% | +685+125.9% | Added |
| Farther Finance Advisors, LLC | 1,252 | $61.6K | 0.01% | +80+6.8% | Added |
| Whittier Trust Co of Nevada Inc | 1,292 | $63.5K | 0.00% | −15−1.1% | Reduced |
| Ronald Blue Trust, Inc. | 1,495 | $71.0K | 0.00% | +336+29.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,540 | $76.0K | 0.00% | 00.0% | Unchanged |