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 |
|---|---|---|---|---|---|
| Lindbrook Capital, LLC | 1,623 | $79.8K | 0.01% | +16+1.0% | Added |
| Newbridge Financial Services Group, Inc. | 1,639 | $80.6K | 0.04% | +896+120.6% | Added |
| GeoWealth Management, LLC | 1,654 | $82.0K | 0.01% | −78−4.5% | Reduced |
| Covestor Ltd | 1,689 | $83.0K | 0.06% | −480−22.1% | Reduced |
| New England Capital Financial Advisors LLC | 1,904 | $93.7K | 0.06% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,038 | $98.1K | 0.00% | +640+45.8% | Added |
| Founders Capital Management | 2,045 | $100.6K | 0.08% | +11+0.5% | Added |
| Cullen/Frost Bankers, Inc. | 2,100 | $103.3K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2,130 | $104.8K | 0.01% | −83−3.8% | Reduced |
| Edmond de Rothschild Holding S.A. | 2,367 | $116.4K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 2,393 | $117.7K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 2,470 | $121.5K | 0.00% | +14+0.6% | Added |
| Counterpoint Mutual Funds LLC | 2,603 | $128.0K | 0.11% | −73−2.7% | Reduced |
| West Branch Capital LLC | 2,709 | $133.3K | 0.07% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 2,910 | $143.1K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,980 | $146.6K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 3,459 | $170.1K | 0.13% | +745+27.5% | Added |
| Hanson & Doremus Investment Management | 3,559 | $175.0K | 0.04% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,621 | $178.1K | 0.02% | −51−1.4% | Reduced |
| Parallel Advisors, LLC | 3,719 | $183.0K | 0.01% | −41−1.1% | Reduced |
| Headinvest, LLC | 3,770 | $185.1K | 0.04% | +3,770 | New |
| Cambridge Trust Co | 4,000 | $196.8K | 0.01% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 4,083 | $200.8K | 0.06% | +4,083 | New |
| Fifth Third Bancorp | 4,100 | $201.7K | 0.00% | +195+5.0% | Added |
| HHM Wealth Advisors, LLC | 4,110 | $202.2K | 0.04% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 4,144 | $203.8K | 0.00% | +4,144 | New |
| Financial Counselors Inc | 4,165 | $204.9K | 0.00% | +4,165 | New |
| JJJ Advisors Inc. | 4,201 | $206.6K | 0.05% | +79+1.9% | Added |
| Summit Trail Advisors, LLC | 4,223 | $207.7K | 0.01% | −9−0.2% | Reduced |
| Jacobi Capital Management LLC | 4,227 | $207.9K | 0.02% | +31+0.7% | Added |
| Petrus Trust Company, LTA | 4,260 | $209.5K | 0.02% | −2,711−38.9% | Reduced |
| Delta Asset Management LLC | 4,325 | $212.7K | 0.02% | 00.0% | Unchanged |
| Wedmont Private Capital | 4,381 | $218.3K | 0.02% | +4,381 | New |
| BluePath Capital Management, LLC | 4,444 | $218.6K | 0.20% | +4,444 | New |
| NorthRock Partners, LLC | 4,482 | $220.4K | 0.02% | +187+4.4% | Added |
| D.A. Davidson & Co. | 4,504 | $221.6K | 0.00% | −485−9.7% | Reduced |
| Aigen Investment Management, LP | 4,527 | $222.7K | 0.04% | −1,502−24.9% | Reduced |
| Tiedemann Advisors, LLC | 4,579 | $225.2K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 4,592 | $226.0K | 0.00% | +1,814+65.3% | Added |
| Bailard, Inc. | 4,600 | $226.3K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 4,758 | $234.0K | 0.04% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,819 | $237.0K | 0.06% | +39+0.8% | Added |
| Boston Private Wealth LLC | 4,869 | $239.5K | 0.01% | −1,525−23.9% | Reduced |
| IFP Advisors, Inc | 4,873 | $239.7K | 0.01% | −345−6.6% | Reduced |
| Paragon Capital Management Ltd | 4,908 | $241.5K | 0.05% | −252−4.9% | Reduced |
| Prossimo Advisors, LLC | 4,940 | $243.0K | 0.57% | −50−1.0% | Reduced |
| Coastal Investment Advisors, Inc. | 5,099 | $243.2K | 0.06% | 00.0% | Unchanged |
| Profund Advisors LLC | 4,985 | $245.2K | 0.01% | −599−10.7% | Reduced |
| Raymond James Trust N.A. | 5,008 | $246.3K | 0.01% | −203−3.9% | Reduced |
| Continuum Advisory, LLC | 5,028 | $247.3K | 0.04% | +5,028 | New |
| Watershed Asset Management, L.L.C. | 5,033 | $247.6K | 0.30% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 5,072 | $249.5K | 0.03% | +20+0.4% | Added |
| Consolidated Planning Corp | 5,120 | $251.9K | 0.06% | +5,120 | New |
| Mather Group, LLC. | 5,301 | $260.8K | 0.00% | +34+0.6% | Added |
| Patriot Financial Group Insurance Agency, LLC | 5,331 | $262.2K | 0.05% | −276−4.9% | Reduced |
| Westover Capital Advisors, LLC | 5,341 | $262.7K | 0.10% | −202−3.6% | Reduced |
| IHT Wealth Management, LLC | 5,349 | $263.1K | 0.01% | −413−7.2% | Reduced |
| Pinkerton Retirement Specialists, LLC | 5,422 | $266.7K | 0.06% | −5,411−49.9% | Reduced |
| State of Wyoming | 5,466 | $268.9K | 0.06% | −4,420−44.7% | Reduced |
| Alpha Cubed Investments, LLC | 5,500 | $270.5K | 0.02% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 5,526 | $271.8K | 0.01% | −800−12.6% | Reduced |
| Toroso Investments, LLC | 5,543 | $272.7K | 0.01% | +5,543 | New |
| Coastline Trust Co | 5,570 | $274.0K | 0.04% | 00.0% | Unchanged |
| Wintrust Investments LLC | 5,602 | $276.0K | 0.03% | +32+0.6% | Added |
| Kapitalo Investimentos Ltda | 5,636 | $277.2K | 0.04% | −4,319−43.4% | Reduced |
| CIBC Asset Management Inc | 5,650 | $277.9K | 0.00% | −52−0.9% | Reduced |
| Cobblestone Capital Advisors LLC | 5,668 | $278.8K | 0.02% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 5,705 | $280.6K | 0.09% | +5,705 | New |
| Fountainhead AM, LLC | 5,708 | $280.8K | 0.10% | +42+0.7% | Added |
| Lion Street Advisors, LLC | 5,751 | $282.9K | 0.09% | −4,319−42.9% | Reduced |
| TriaGen Wealth Management LLC | 5,844 | $287.5K | 0.15% | +6+0.1% | Added |
| Shell Asset Management Co | 5,857 | $288.0K | 0.01% | −91−1.5% | Reduced |
| Glenview Trust Co | 5,863 | $288.4K | 0.01% | 00.0% | Unchanged |
| Veriti Management LLC | 5,907 | $290.5K | 0.03% | −5,621−48.8% | Reduced |
| J. W. Coons Advisors, LLC | 5,915 | $291.0K | 0.08% | −170−2.8% | Reduced |
| Bleakley Financial Group, LLC | 5,956 | $293.0K | 0.01% | −1,148−16.2% | Reduced |
| Sawtooth Solutions, LLC | 5,956 | $293.0K | 0.01% | −1,082−15.4% | Reduced |
| Aristides Capital LLC | 6,000 | $295.1K | 0.20% | −2,000−25.0% | Reduced |
| MBM Wealth Consultants, LLC | 5,938 | $296.5K | 0.13% | +223+3.9% | Added |
| Quent Capital, LLC | 6,130 | $301.5K | 0.05% | +8+0.1% | Added |
| Forum Financial Management, LP | 6,195 | $304.7K | 0.01% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 6,203 | $305.1K | 0.00% | +6,203 | New |
| Investors Asset Management of Georgia Inc | 6,325 | $308.6K | 0.17% | −1,000−13.7% | Reduced |
| Umb Bank N A | 6,354 | $312.6K | 0.01% | 00.0% | Unchanged |
| Paulson Wealth Management Inc. | 6,407 | $315.2K | 0.11% | +751+13.3% | Added |
| TownSquare Capital, LLC | 6,533 | $321.4K | 0.01% | +788+13.7% | Added |
| Strategic Investment Advisors | 6,616 | $325.4K | 0.05% | +80+1.2% | Added |
| Eqis Capital Management, Inc. | 6,623 | $325.8K | 0.04% | −1,216−15.5% | Reduced |
| Kingsview Wealth Management, LLC | 6,707 | $329.9K | 0.01% | −780−10.4% | Reduced |
| Means Investment Co., Inc. | 6,715 | $330.3K | 0.05% | −722−9.7% | Reduced |
| Regions Financial Corp | 6,750 | $332.0K | 0.00% | +422+6.7% | Added |
| SageView Advisory Group, LLC | 7,111 | $349.8K | 0.02% | −537−7.0% | Reduced |
| Atria Wealth Solutions, Inc. | 7,115 | $350.0K | 0.00% | −67−0.9% | Reduced |
| Patten Group, Inc. | 7,138 | $351.1K | 0.10% | −400−5.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 7,240 | $356.1K | 0.03% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 7,329 | $360.5K | 0.01% | +517+7.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 7,400 | $364.0K | 0.00% | −39,278−84.1% | Reduced |
| Nebula Research & Development LLC | 7,565 | $372.1K | 0.20% | +7,565 | New |
| Erste Asset Management GmbH | 7,600 | $379.2K | 0.01% | +3,500+85.4% | Added |
| CAPROCK Group, Inc. | 7,774 | $382.4K | 0.03% | +91+1.2% | Added |