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 |
|---|---|---|---|---|---|
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −5,576−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −5,057−100.0% | Sold out |
| V Wealth Advisors LLC | 0 | $0 | 0.00% | −4,975−100.0% | Sold out |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −4,744−100.0% | Sold out |
| Meeder Advisory Services, Inc. | 0 | $0 | 0.00% | −4,231−100.0% | Sold out |
| South State Corp. | 0 | $0 | 0.00% | −1,828−100.0% | Sold out |
| Tilia Fiduciary Partners, Inc. | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −1,075−100.0% | Sold out |
| V-Square Quantitative Management LLC | 0 | $0 | 0.00% | −358−100.0% | Sold out |
| Studio Investment Management LLC | 0 | $0 | 0.00% | −241−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −199−100.0% | Sold out |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −103−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Byrne Asset Management LLC | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| 25 LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Motco | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |
| BDO Wealth Advisors, LLC | – | – | – | – | Not filed |
| Endurance Wealth Management, Inc. | – | – | – | – | Not filed |
| First Capital Advisors Group, LLC. | – | – | – | – | Not filed |