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 |
|---|---|---|---|---|---|
| Cipher Capital LP | 17,559 | $863.7K | 0.61% | −51,104−74.4% | Reduced |
| Boxwood Ventures, Inc. | 18,558 | $913.0K | 1.85% | +5,901+46.6% | Added |
| Fox Run Management, L.L.C. | 19,290 | $948.9K | 0.28% | −2,350−10.9% | Reduced |
| Stephens Inc | 19,648 | $966.5K | 0.02% | −334−1.7% | Reduced |
| XML Financial, LLC | 19,690 | $968.6K | 0.12% | −200−1.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 20,007 | $984.1K | 0.00% | −18,617−48.2% | Reduced |
| MML Investors Services, LLC | 20,275 | $997.0K | 0.01% | −653−3.1% | Reduced |
| Pathstone Family Office, LLC | 20,525 | $1.01M | 0.01% | +11,906+138.1% | Added |
| Ossiam | 20,485 | $1.01M | 0.02% | +20,485 | New |
| M&T Bank Corp | 20,675 | $1.02M | 0.00% | +209+1.0% | Added |
| Asset Management One Co.,Ltd. | 20,715 | $1.02M | 0.00% | +20,715 | New |
| New York Life Investment Management LLC | 20,877 | $1.03M | 0.01% | +11,011+111.6% | Added |
| Aquila Investment Management LLC | 21,000 | $1.03M | 0.95% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 21,050 | $1.03M | 0.06% | −1,017−4.6% | Reduced |
| MorganRosel Wealth Management, LLC | 21,328 | $1.05M | 0.44% | +4,051+23.4% | Added |
| Ascent Group, LLC | 24,217 | $1.05M | 0.12% | −798−3.2% | Reduced |
| Pacer Advisors, Inc. | 21,470 | $1.06M | 0.00% | −11,030−33.9% | Reduced |
| Polianta Ltd | 21,800 | $1.07M | 0.53% | −100−0.5% | Reduced |
| State of Alaska, Department of Revenue | 21,857 | $1.07M | 0.01% | −1,100−4.8% | Reduced |
| Affinity Investment Advisors, LLC | 22,135 | $1.09M | 0.70% | −13−0.1% | Reduced |
| Duality Advisers, LP | 22,189 | $1.09M | 0.13% | +22,189 | New |
| Lifestyle Asset Management, Inc. | 22,707 | $1.12M | 0.68% | −72−0.3% | Reduced |
| Tower Research Capital LLC (TRC) | 22,724 | $1.12M | 0.03% | +7,348+47.8% | Added |
| Pictet Asset Management Holding SA | 22,996 | $1.13M | 0.00% | +22,996 | New |
| Xponance, Inc. | 23,097 | $1.14M | 0.02% | −30.0% | Reduced |
| GWM Advisors LLC | 23,127 | $1.14M | 0.01% | +15,407+199.6% | Added |
| Public Employees Retirement Association of Colorado | 23,151 | $1.14M | 0.01% | −4,083−15.0% | Reduced |
| Signaturefd, LLC | 23,823 | $1.17M | 0.03% | −58−0.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 24,197 | $1.19M | 0.00% | +24,197 | New |
| Oppenheimer & Co Inc | 24,325 | $1.20M | 0.02% | −88−0.4% | Reduced |
| Virtus Investment Advisers, Inc. | 24,327 | $1.20M | 0.81% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 24,448 | $1.20M | 0.29% | 00.0% | Unchanged |
| Point72 Middle East FZE | 25,229 | $1.24M | 0.08% | +2,442+10.7% | Added |
| GPS Wealth Strategies Group, LLC | 25,613 | $1.26M | 0.24% | −56−0.2% | Reduced |
| Marshall Wace, LLP | 25,978 | $1.28M | 0.00% | +25,978 | New |
| Sculati Wealth Management, LLC | 26,347 | $1.30M | 0.66% | −4,580−14.8% | Reduced |
| Convergence Investment Partners, LLC | 26,654 | $1.31M | 0.78% | −841−3.1% | Reduced |
| Natixis Advisors, L.P. | 26,775 | $1.32M | 0.00% | +2,757+11.5% | Added |
| CIBC World Markets Inc. | 27,102 | $1.33M | 0.00% | −566−2.0% | Reduced |
| HighTower Advisors, LLC | 27,098 | $1.34M | 0.00% | +170+0.6% | Added |
| Kestra Advisory Services, LLC | 27,177 | $1.34M | 0.01% | +17,180+171.9% | Added |
| Waterfront Wealth Inc. | 27,602 | $1.34M | 0.44% | +969+3.6% | Added |
| Neuberger Berman Group LLC | 27,617 | $1.36M | 0.00% | +3,730+15.6% | Added |
| NJ State Employees Deferred Compensation Plan | 28,000 | $1.38M | 0.21% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 28,146 | $1.38M | 0.01% | +28,146 | New |
| Oak Thistle LLC | 28,620 | $1.41M | 0.42% | +28,620 | New |
| Campbell & CO Investment Adviser LLC | 28,627 | $1.41M | 0.17% | +20,984+274.6% | Added |
| Handelsbanken Fonder AB | 29,507 | $1.45M | 0.01% | +1,200+4.2% | Added |
| Crossmark Global Holdings, Inc. | 29,105 | $1.46M | 0.03% | +9,652+49.6% | Added |
| Deutsche Bank AG | 29,829 | $1.47M | 0.00% | −206,943−87.4% | Reduced |
| Cetera Investment Advisers | 29,911 | $1.47M | 0.01% | +5,055+20.3% | Added |
| Shay Capital LLC | 30,000 | $1.48M | 0.44% | −60,500−66.9% | Reduced |
| MAI Capital Management | 30,357 | $1.49M | 0.02% | −3,032−9.1% | Reduced |
| Cresset Asset Management, LLC | 30,639 | $1.51M | 0.01% | +1,163+3.9% | Added |
| The PNC Financial Services Group, Inc. | 30,706 | $1.51M | 0.00% | −735−2.3% | Reduced |
| SG Americas Securities, LLC | 32,298 | $1.59M | 0.02% | +28,154+679.4% | Added |
| BKD Wealth Advisors, LLC | 32,875 | $1.62M | 0.05% | −2,201−6.3% | Reduced |
| DGS Capital Management, LLC | 33,643 | $1.65M | 0.81% | −81−0.2% | Reduced |
| Vestcor Inc | 34,047 | $1.68M | 0.06% | +13,998+69.8% | Added |
| CoreCap Advisors, LLC | 34,220 | $1.68M | 0.12% | +34,220 | New |
| Citigroup Inc | 34,335 | $1.69M | 0.00% | −29,393−46.1% | Reduced |
| Clearbridge Investments, LLC | 34,343 | $1.69M | 0.00% | −50.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 34,404 | $1.69M | 0.01% | +559+1.7% | Added |
| Nations Financial Group Inc, | 34,742 | $1.71M | 0.17% | +1,179+3.5% | Added |
| ExodusPoint Capital Management, LP | 34,980 | $1.72M | 0.02% | −62,513−64.1% | Reduced |
| Private Advisor Group, LLC | 35,491 | $1.75M | 0.02% | −1,875−5.0% | Reduced |
| Investors Research Corp | 36,050 | $1.77M | 0.46% | −300−0.8% | Reduced |
| State of Wisconsin Investment Board | 37,198 | $1.83M | 0.01% | +21,576+138.1% | Added |
| Aviance Capital Partners, LLC | 37,219 | $1.83M | 0.41% | −985−2.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 37,238 | $1.83M | 0.02% | −52,307−58.4% | Reduced |
| Naples Global Advisors, LLC | 37,333 | $1.84M | 0.22% | −517−1.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 37,569 | $1.85M | 0.01% | +4,602+14.0% | Added |
| New Mexico Educational Retirement Board | 38,200 | $1.88M | 0.08% | 00.0% | Unchanged |
| JustInvest LLC | 38,321 | $1.89M | 0.06% | +930+2.5% | Added |
| STRS Ohio | 38,626 | $1.90M | 0.01% | −8,488−18.0% | Reduced |
| Boston Financial Mangement LLC | 40,000 | $1.97M | 0.07% | −10,000−20.0% | Reduced |
| Bokf, NA | 40,747 | $1.99M | 0.04% | −15,047−27.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 40,782 | $2.01M | 0.05% | −387−0.9% | Reduced |
| Susquehanna International Group, LLP | 41,123 | $2.02M | 0.00% | +14,242+53.0% | Added |
| Ameritas Investment Partners, Inc. | 41,241 | $2.03M | 0.08% | −5,020−10.9% | Reduced |
| Federated Hermes, Inc. | 41,290 | $2.03M | 0.01% | −2,204−5.1% | Reduced |
| Great Diamond Partners, LLC | 41,601 | $2.05M | 0.55% | +1,248+3.1% | Added |
| Nisa Investment Advisors, LLC | 42,407 | $2.09M | 0.02% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 42,749 | $2.10M | 0.04% | +12,282+40.3% | Added |
| HSBC Holdings PLC | 43,315 | $2.14M | 0.00% | +22,317+106.3% | Added |
| State of Michigan Retirement System | 44,000 | $2.16M | 0.01% | −1,600−3.5% | Reduced |
| Kendall Capital Management | 44,160 | $2.17M | 0.96% | +2,525+6.1% | Added |
| Shilanski & Associates, Inc. | 45,226 | $2.22M | 0.91% | +1,549+3.5% | Added |
| Anchor Investment Management, LLC | 49,403 | $2.43M | 0.32% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 50,214 | $2.47M | 0.01% | −299,539−85.6% | Reduced |
| Ritholtz Wealth Management | 50,579 | $2.49M | 0.11% | +1,805+3.7% | Added |
| Commonwealth Equity Services, LLC | 51,041 | $2.51M | 0.01% | +1,318+2.7% | Added |
| Alaska Permanent Fund Corp | 51,200 | $2.52M | 0.05% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 51,612 | $2.54M | 0.04% | −1,900−3.6% | Reduced |
| Mariner, LLC | 51,654 | $2.54M | 0.01% | −203−0.4% | Reduced |
| Louisiana State Employees Retirement System | 52,100 | $2.56M | 0.06% | −2,000−3.7% | Reduced |
| Strategic Global Advisors, LLC | 52,642 | $2.59M | 0.43% | −2,288−4.2% | Reduced |
| Pinebridge Investments, L.P. | 53,280 | $2.62M | 0.03% | +6,737+14.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 54,100 | $2.66M | 0.29% | −2,500−4.4% | Reduced |
| Balyasny Asset Management LLC | 55,984 | $2.75M | 0.01% | −589,361−91.3% | Reduced |