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 |
|---|---|---|---|---|---|
| WBI Investments | 7,920 | $389.6K | 0.08% | −41,422−83.9% | Reduced |
| Savant Capital, LLC | 7,927 | $389.9K | 0.01% | +266+3.5% | Added |
| HB Wealth Management, LLC | 7,967 | $391.9K | 0.01% | +7,967 | New |
| J.W. Cole Advisors, Inc. | 8,004 | $393.7K | 0.03% | +8+0.1% | Added |
| Commerce Bank | 8,005 | $393.8K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 8,187 | $393.9K | 0.00% | +8,187 | New |
| BancorpSouth Bank | 8,027 | $394.8K | 0.03% | 00.0% | Unchanged |
| KBC Group NV | 8,037 | $396.0K | 0.00% | +3,252+68.0% | Added |
| Hanlon Investment Management, Inc. | 8,129 | $399.9K | 0.12% | +1,126+16.1% | Added |
| Belpointe Asset Management LLC | 8,130 | $399.9K | 0.04% | +8,130 | New |
| Teza Capital Management LLC | 8,326 | $409.6K | 0.07% | +8,326 | New |
| United Capital Financial Advisers, LLC | 8,407 | $413.5K | 0.00% | +14+0.2% | Added |
| Boothbay Fund Management, LLC | 8,489 | $417.6K | 0.01% | +8,489 | New |
| Capstone Investment Advisors, LLC | 8,524 | $419.3K | 0.01% | +8,524 | New |
| Shelton Capital Management | 8,627 | $424.4K | 0.02% | −564−6.1% | Reduced |
| TFB Advisors LLC | 8,682 | $427.1K | 0.52% | +617+7.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 8,765 | $431.1K | 0.00% | −313−3.4% | Reduced |
| Newport Capital Group, LLC | 8,788 | $432.3K | 0.40% | 00.0% | Unchanged |
| Bank of Nova Scotia | 8,944 | $440.0K | 0.00% | +4,017+81.5% | Added |
| Ieq Capital, LLC | 9,024 | $443.9K | 0.01% | +179+2.0% | Added |
| My Legacy Advisors, LLC | 8,830 | $445.4K | 0.18% | +1,190+15.6% | Added |
| Northwestern Mutual Wealth Management Co | 9,069 | $446.1K | 0.00% | +917+11.2% | Added |
| Advisors Asset Management, Inc. | 9,282 | $456.6K | 0.01% | −1,017−9.9% | Reduced |
| Clarius Group, LLC | 9,438 | $464.3K | 0.04% | −1,190−11.2% | Reduced |
| Old Port Advisors | 9,448 | $464.7K | 0.17% | +9,448 | New |
| Campion Asset Management LLC | 9,470 | $465.8K | 0.43% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 9,729 | $478.6K | 0.02% | −879−8.3% | Reduced |
| Wetherby Asset Management Inc | 9,753 | $479.8K | 0.03% | +16+0.2% | Added |
| Capula Management Ltd | 9,920 | $488.0K | 0.03% | +3,260+48.9% | Added |
| ProShare Advisors LLC | 9,931 | $488.5K | 0.00% | −890−8.2% | Reduced |
| Arnhold LLC | 10,000 | $491.9K | 0.06% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 10,016 | $492.7K | 0.06% | −379−3.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 10,251 | $504.3K | 0.04% | +475+4.9% | Added |
| Sigma Planning Corp | 10,276 | $505.5K | 0.02% | −1,465−12.5% | Reduced |
| Independent Solutions Wealth Management, LLC | 10,522 | $517.6K | 0.14% | +10,522 | New |
| Seven Eight Capital, LP | 10,546 | $518.8K | 0.06% | +10,546 | New |
| Old National Bancorp | 10,642 | $523.5K | 0.02% | −74−0.7% | Reduced |
| Utah Retirement Systems | 10,700 | $526.3K | 0.01% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 10,745 | $528.5K | 0.01% | +718+7.2% | Added |
| Axq Capital, LP | 10,876 | $535.0K | 0.19% | +10,876 | New |
| HM Payson & Co | 10,900 | $536.2K | 0.01% | +1,070+10.9% | Added |
| Westpac Banking Corp | 11,000 | $541.1K | 0.04% | +11,000 | New |
| Pitcairn Co | 11,097 | $545.9K | 0.05% | +541+5.1% | Added |
| Winton Group Ltd | 11,133 | $547.6K | 0.05% | +4,209+60.8% | Added |
| First Citizens Bank & Trust Co | 11,168 | $549.4K | 0.01% | −1,178−9.5% | Reduced |
| Financial Advisory Service, Inc. | 11,216 | $551.7K | 0.06% | +78+0.7% | Added |
| Symmetry Partners, LLC | 11,318 | $557.0K | 0.03% | +794+7.5% | Added |
| Diversified Trust Co | 11,335 | $557.6K | 0.02% | −2,740−19.5% | Reduced |
| QRG Capital Management, Inc. | 11,570 | $569.1K | 0.01% | +11,570 | New |
| Bessemer Group Inc | 11,635 | $571.0K | 0.00% | +90+0.8% | Added |
| Accurate Wealth Management, LLC | 11,202 | $578.8K | 0.18% | +63+0.6% | Added |
| Coldstream Capital Management Inc | 11,819 | $581.4K | 0.02% | −684−5.5% | Reduced |
| ISAM Funds (UK) Ltd | 11,849 | $582.9K | 0.37% | +11,849 | New |
| Exchange Traded Concepts, LLC | 11,907 | $585.7K | 0.02% | −7,933−40.0% | Reduced |
| Pearl River Capital, LLC | 11,967 | $588.7K | 0.09% | −5,360−30.9% | Reduced |
| Patten & Patten Inc | 12,211 | $600.7K | 0.05% | −140−1.1% | Reduced |
| Baird Financial Group, Inc. | 12,249 | $602.5K | 0.00% | +1,303+11.9% | Added |
| United Services Automobile Association | 12,530 | $616.4K | 0.02% | +239+1.9% | Added |
| Empowered Funds, LLC | 12,660 | $622.7K | 0.02% | +12,660 | New |
| National Asset Management, Inc. | 12,763 | $627.8K | 0.02% | +1,074+9.2% | Added |
| CSS LLC | 12,962 | $637.6K | 0.05% | +862+7.1% | Added |
| Proequities, Inc. | 12,980 | $638.5K | 0.05% | +3,865+42.4% | Added |
| Echo Street Capital Management LLC | 13,045 | $641.7K | 0.01% | +3,685+39.4% | Added |
| Dumont & Blake Investment Advisors LLC | 13,210 | $650.0K | 0.22% | −110−0.8% | Reduced |
| Relative Value Partners Group, LLC | 13,403 | $659.3K | 0.04% | +853+6.8% | Added |
| Venture Visionary Partners LLC | 13,403 | $659.3K | 0.04% | −8,317−38.3% | Reduced |
| Genus Capital Management Inc. | 13,641 | $671.0K | 0.11% | −55,023−80.1% | Reduced |
| Neumann Capital Management, LLC | 13,883 | $682.9K | 0.30% | 00.0% | Unchanged |
| Csenge Advisory Group | 13,926 | $685.0K | 0.05% | +3,335+31.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 14,148 | $695.9K | 0.07% | +14,148 | New |
| Carret Asset Management, LLC | 14,197 | $698.4K | 0.10% | −600−4.1% | Reduced |
| AE Wealth Management LLC | 14,317 | $704.3K | 0.00% | −1,323−8.5% | Reduced |
| Mercer Global Advisors Inc | 14,373 | $707.0K | 0.00% | +1,045+7.8% | Added |
| Lingohr & Partner Asset Management GmbH | 14,491 | $707.0K | 1.83% | +3,891+36.7% | Added |
| BOS Asset Management, LLC | 14,393 | $708.0K | 0.52% | −45−0.3% | Reduced |
| Paradigm Financial Partners, LLC | 14,822 | $713.1K | 0.20% | −2,296−13.4% | Reduced |
| Evergreen Capital Management LLC | 14,534 | $714.9K | 0.03% | −152−1.0% | Reduced |
| Atlas Capital Advisors LLC | 14,558 | $716.1K | 0.12% | −795−5.2% | Reduced |
| Centiva Capital, LP | 14,606 | $718.5K | 0.04% | −3,228−18.1% | Reduced |
| Cambria Investment Management, L.P. | 14,720 | $724.1K | 0.06% | −2,576−14.9% | Reduced |
| Advisory Research Inc | 14,819 | $728.9K | 0.10% | −571−3.7% | Reduced |
| Maryland State Retirement & Pension System | 14,997 | $737.7K | 0.02% | 00.0% | Unchanged |
| SummerHaven Investment Management, LLC | 15,122 | $743.9K | 0.55% | +15,122 | New |
| Vident Advisory, LLC | 15,372 | $756.1K | 0.02% | +15,372 | New |
| BNP Paribas Arbitrage, SA | 15,488 | $761.9K | 0.00% | +2,346+17.9% | Added |
| Securian Asset Management, Inc | 15,575 | $766.1K | 0.02% | −927−5.6% | Reduced |
| Cerity Partners LLC | 15,586 | $766.7K | 0.00% | −12,363−44.2% | Reduced |
| Coombe, Bender & Co LLC | 15,727 | $773.6K | 0.58% | +58+0.4% | Added |
| Gotham Asset Management, LLC | 15,762 | $775.3K | 0.02% | +1,067+7.3% | Added |
| Measured Wealth Private Client Group, LLC | 15,791 | $776.8K | 0.31% | +1,376+9.5% | Added |
| Greenleaf Trust | 15,871 | $780.7K | 0.01% | +68+0.4% | Added |
| Los Angeles Capital Management LLC | 15,903 | $782.3K | 0.00% | −1,410−8.1% | Reduced |
| Estate Counselors, LLC | 15,980 | $786.1K | 0.10% | +425+2.7% | Added |
| Steward Partners Investment Advisory, LLC | 16,455 | $809.4K | 0.01% | +145+0.9% | Added |
| Park Avenue Securities LLC | 16,692 | $821.0K | 0.01% | +3,570+27.2% | Added |
| Burns Matteson Capital Management, LLC | 16,822 | $827.5K | 0.53% | +16,822 | New |
| Penserra Capital Management LLC | 16,912 | $831.0K | 0.02% | +16,912 | New |
| Ethic Inc. | 16,976 | $835.0K | 0.03% | −296−1.7% | Reduced |
| Cetera Advisor Networks LLC | 16,994 | $835.9K | 0.01% | +1,055+6.6% | Added |
| Rockefeller Capital Management L.P. | 17,457 | $858.9K | 0.00% | +17,457 | New |