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 |
|---|---|---|---|---|---|
| National Bank of Canada | 56,220 | $2.76M | 0.01% | +46,266+464.8% | Added |
| Arizona State Retirement System | 56,111 | $2.76M | 0.02% | +615+1.1% | Added |
| Trexquant Investment LP | 58,160 | $2.86M | 0.07% | +16,396+39.3% | Added |
| Advisory Services Network, LLC | 58,590 | $2.88M | 0.08% | −3,802−6.1% | Reduced |
| Advisor Partners II, LLC | 59,257 | $2.91M | 0.12% | −2,434−3.9% | Reduced |
| Auxier Asset Management | 59,662 | $2.93M | 0.50% | −177−0.3% | Reduced |
| Agf Management Ltd | 61,320 | $3.02M | 0.02% | +61,320 | New |
| Walleye Capital LLC | 61,763 | $3.04M | 0.04% | −17,501−22.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 62,180 | $3.06M | 0.01% | +7,749+14.2% | Added |
| Hussman Strategic Advisors, Inc. | 62,400 | $3.07M | 0.59% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 63,810 | $3.14M | 0.03% | +30,555+91.9% | Added |
| Engineers Gate Manager LP | 63,946 | $3.15M | 0.12% | +38,466+151.0% | Added |
| Illinois Municipal Retirement Fund | 65,768 | $3.23M | 0.06% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 68,019 | $3.35M | 0.01% | −8,604−11.2% | Reduced |
| Silver Lake Advisory, LLC | 68,200 | $3.35M | 2.07% | +68,200 | New |
| Triasima Portfolio Management inc. | 68,265 | $3.36M | 0.31% | +7,535+12.4% | Added |
| Putnam Investments LLC | 70,250 | $3.46M | 0.01% | −1,046−1.5% | Reduced |
| Dakota Wealth Management | 71,333 | $3.51M | 0.15% | +31,034+77.0% | Added |
| Zacks Investment Management | 72,290 | $3.56M | 0.05% | −8,484−10.5% | Reduced |
| apricus wealth, LLC | 72,675 | $3.63M | 3.17% | −1,775−2.4% | Reduced |
| Oberweis Asset Management Inc | 76,700 | $3.77M | 0.40% | +14,100+22.5% | Added |
| Quantinno Capital Management LP | 77,393 | $3.81M | 0.17% | +15,159+24.4% | Added |
| Ensign Peak Advisors, Inc | 77,593 | $3.82M | 0.01% | −32,132−29.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 77,849 | $3.83M | 0.09% | +20,150+34.9% | Added |
| BTC Capital Management, Inc. | 81,879 | $4.03M | 0.46% | −12,239−13.0% | Reduced |
| First Horizon Advisors, Inc. | 85,839 | $4.22M | 0.15% | −3,975−4.4% | Reduced |
| Bank of Montreal | 87,602 | $4.27M | 0.00% | +26,283+42.9% | Added |
| Canada Pension Plan Investment Board | 88,000 | $4.33M | 0.01% | +25,000+39.7% | Added |
| Treasurer of the State of North Carolina | 89,090 | $4.38M | 0.02% | +451+0.5% | Added |
| South Dakota Investment Council | 89,168 | $4.39M | 0.10% | +89,168 | New |
| Yousif Capital Management, LLC | 89,683 | $4.41M | 0.06% | −5,740−6.0% | Reduced |
| Eaton Financial Holdings Company, LLC | 89,836 | $4.42M | 1.18% | +89,836 | New |
| Creative Planning | 91,146 | $4.48M | 0.01% | +3,794+4.3% | Added |
| AlphaCore Capital LLC | 92,451 | $4.55M | 0.72% | −321−0.3% | Reduced |
| Price T Rowe Associates Inc | 93,157 | $4.58M | 0.00% | −7,264−7.2% | Reduced |
| Janus Henderson Group PLC | 93,164 | $4.58M | 0.00% | +707+0.8% | Added |
| IFG Advisory, LLC | 93,968 | $4.62M | 0.39% | +1,257+1.4% | Added |
| Public Employees Retirement System of Ohio | 93,981 | $4.62M | 0.02% | −7,096−7.0% | Reduced |
| DekaBank Deutsche Girozentrale | 94,802 | $4.68M | 0.01% | +22,832+31.7% | Added |
| Dorsey Wright & Associates | 96,844 | $4.76M | 1.48% | +167+0.2% | Added |
| Wealthfront Advisers LLC | 97,078 | $4.78M | 0.02% | −2,229−2.2% | Reduced |
| US Bancorp | 98,148 | $4.83M | 0.01% | −4,263−4.2% | Reduced |
| APG Asset Management N.V. | 100,300 | $4.93M | 0.01% | −69,500−40.9% | Reduced |
| Bridgewater Associates, LP | 100,978 | $4.97M | 0.03% | +28,157+38.7% | Added |
| Jump Financial, LLC | 102,851 | $5.06M | 0.19% | +94,320+1,105.6% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 103,709 | $5.10M | 1.70% | +152+0.1% | Added |
| State of New Jersey Common Pension Fund D | 104,911 | $5.16M | 0.02% | 00.0% | Unchanged |
| Point72 Europe (London) LLP | 105,200 | $5.17M | 0.70% | −61,000−36.7% | Reduced |
| MetLife Investment Management | 105,634 | $5.20M | 0.04% | −5,603−5.0% | Reduced |
| D. E. Shaw & Co., Inc. | 105,761 | $5.20M | 0.01% | −36,373−25.6% | Reduced |
| Jane Street Group, LLC | 107,990 | $5.31M | 0.01% | −1,850−1.7% | Reduced |
| Foster & Motley Inc | 109,803 | $5.40M | 0.44% | +2,682+2.5% | Added |
| Ibex Wealth Advisors | 110,133 | $5.42M | 1.38% | +110,133 | New |
| HRT Financial LP | 118,789 | $5.84M | 0.06% | +118,789 | New |
| Mutual of America Capital Management LLC | 119,749 | $5.89M | 0.07% | −15,407−11.4% | Reduced |
| Algert Global LLC | 121,694 | $5.99M | 0.28% | −18,394−13.1% | Reduced |
| Teacher Retirement System of Texas | 124,470 | $6.12M | 0.04% | +17,538+16.4% | Added |
| Weiss Multi-Strategy Advisers LLC | 129,580 | $6.37M | 0.16% | −123,532−48.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 130,011 | $6.40M | 0.02% | +21,129+19.4% | Added |
| Burney Co | 130,293 | $6.41M | 0.30% | −169−0.1% | Reduced |
| Comerica Bank | 130,908 | $6.44M | 0.03% | +130,908 | New |
| Russell Investments Group, Ltd. | 131,412 | $6.48M | 0.01% | −69,770−34.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 134,871 | $6.63M | 0.04% | −3,703−2.7% | Reduced |
| Amalgamated Bank | 141,632 | $6.97M | 0.06% | +18,553+15.1% | Added |
| Barometer Capital Management Inc. | 143,300 | $7.00M | 2.20% | +68,600+91.8% | Added |
| Eagle Asset Management Inc | 147,196 | $7.24M | 0.04% | +1,629+1.1% | Added |
| Hudson Bay Capital Management LP | 150,000 | $7.38M | 0.07% | +150,000 | New |
| Cubist Systematic Strategies, LLC | 153,338 | $7.54M | 0.09% | −31,823−17.2% | Reduced |
| Texas Permanent School Fund | 156,174 | $7.68M | 0.07% | −6,931−4.2% | Reduced |
| Ci Investments Inc. | 158,007 | $7.77M | 0.04% | −23,303−12.9% | Reduced |
| Abn Amro Investment Solutions | 158,031 | $7.77M | 0.15% | −34,053−17.7% | Reduced |
| Beck Bode, LLC | 160,541 | $7.90M | 2.02% | +5,629+3.6% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 161,298 | $7.93M | 0.04% | +73,998+84.8% | Added |
| M&G Investment Management Ltd | 163,617 | $8.02M | 0.06% | +14,057+9.4% | Added |
| Natixis | 163,000 | $8.02M | 0.06% | +163,000 | New |
| Barnett & Company, Inc. | 164,075 | $8.07M | 6.30% | −125−0.1% | Reduced |
| State Board of Administration of Florida Retirement System | 164,334 | $8.08M | 0.02% | +357+0.2% | Added |
| Barclays PLC | 177,057 | $8.71M | 0.01% | −144,946−45.0% | Reduced |
| CI Private Wealth, LLC | 184,756 | $9.09M | 0.02% | −771−0.4% | Reduced |
| Envestnet Asset Management Inc | 193,724 | $9.53M | 0.00% | +76,851+65.8% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 193,756 | $9.53M | 2.76% | +193,756 | New |
| Great West Life Assurance Co | 198,513 | $9.77M | 0.02% | +8,046+4.2% | Added |
| Captrust Financial Advisors | 206,117 | $10.1M | 0.04% | −15,631−7.0% | Reduced |
| New York State Common Retirement Fund | 207,705 | $10.2M | 0.01% | −28,961−12.2% | Reduced |
| NewSquare Capital LLC | 218,111 | $10.6M | 1.12% | +6,927+3.3% | Added |
| New York State Teachers Retirement System | 218,362 | $10.7M | 0.03% | −1,745−0.8% | Reduced |
| Wells Fargo & Company | 219,976 | $10.8M | 0.00% | −19,596−8.2% | Reduced |
| California State Teachers Retirement System | 220,209 | $10.8M | 0.02% | −21,937−9.1% | Reduced |
| American Century Companies Inc | 222,878 | $11.0M | 0.01% | +28,898+14.9% | Added |
| Glenmede Trust Co NA | 223,229 | $11.0M | 0.06% | +32,454+17.0% | Added |
| State of Tennessee, Treasury Department | 224,621 | $11.0M | 0.04% | +99,840+80.0% | Added |
| SEI Investments Co | 239,543 | $11.8M | 0.02% | +36,489+18.0% | Added |
| Stifel Financial Corp | 240,376 | $11.8M | 0.02% | +49,345+25.8% | Added |
| Thrivent Financial for Lutherans | 244,189 | $12.0M | 0.03% | −85,815−26.0% | Reduced |
| Raymond James & Associates | 248,052 | $12.2M | 0.01% | +4,372+1.8% | Added |
| Gateway Investment Advisers LLC | 251,541 | $12.4M | 0.16% | 00.0% | Unchanged |
| Artemis Investment Management LLP | 252,414 | $12.4M | 0.17% | −36,151−12.5% | Reduced |
| Boston Common Asset Management, LLC | 257,873 | $12.7M | 0.30% | −48,769−15.9% | Reduced |
| American International Group, Inc. | 259,186 | $12.7M | 0.08% | −20,322−7.3% | Reduced |
| Kettle Hill Capital Management, LLC | 265,528 | $13.1M | 2.91% | +265,528 | New |