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 |
|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 193,724 | $9.53M | 0.00% | +76,851+65.8% | Added |
| CI Private Wealth, LLC | 184,756 | $9.09M | 0.02% | −771−0.4% | Reduced |
| Barclays PLC | 177,057 | $8.71M | 0.01% | −144,946−45.0% | Reduced |
| State Board of Administration of Florida Retirement System | 164,334 | $8.08M | 0.02% | +357+0.2% | Added |
| Barnett & Company, Inc. | 164,075 | $8.07M | 6.30% | −125−0.1% | Reduced |
| Natixis | 163,000 | $8.02M | 0.06% | +163,000 | New |
| M&G Investment Management Ltd | 163,617 | $8.02M | 0.06% | +14,057+9.4% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 161,298 | $7.93M | 0.04% | +73,998+84.8% | Added |
| Beck Bode, LLC | 160,541 | $7.90M | 2.02% | +5,629+3.6% | Added |
| Abn Amro Investment Solutions | 158,031 | $7.77M | 0.15% | −34,053−17.7% | Reduced |
| Ci Investments Inc. | 158,007 | $7.77M | 0.04% | −23,303−12.9% | Reduced |
| Texas Permanent School Fund | 156,174 | $7.68M | 0.07% | −6,931−4.2% | Reduced |
| Cubist Systematic Strategies, LLC | 153,338 | $7.54M | 0.09% | −31,823−17.2% | Reduced |
| Hudson Bay Capital Management LP | 150,000 | $7.38M | 0.07% | +150,000 | New |
| Eagle Asset Management Inc | 147,196 | $7.24M | 0.04% | +1,629+1.1% | Added |
| Barometer Capital Management Inc. | 143,300 | $7.00M | 2.20% | +68,600+91.8% | Added |
| Amalgamated Bank | 141,632 | $6.97M | 0.06% | +18,553+15.1% | Added |
| Jacobs Levy Equity Management, Inc | 134,871 | $6.63M | 0.04% | −3,703−2.7% | Reduced |
| Russell Investments Group, Ltd. | 131,412 | $6.48M | 0.01% | −69,770−34.7% | Reduced |
| Comerica Bank | 130,908 | $6.44M | 0.03% | +130,908 | New |
| Burney Co | 130,293 | $6.41M | 0.30% | −169−0.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 130,011 | $6.40M | 0.02% | +21,129+19.4% | Added |
| Weiss Multi-Strategy Advisers LLC | 129,580 | $6.37M | 0.16% | −123,532−48.8% | Reduced |
| Teacher Retirement System of Texas | 124,470 | $6.12M | 0.04% | +17,538+16.4% | Added |
| Algert Global LLC | 121,694 | $5.99M | 0.28% | −18,394−13.1% | Reduced |
| Mutual of America Capital Management LLC | 119,749 | $5.89M | 0.07% | −15,407−11.4% | Reduced |
| HRT Financial LP | 118,789 | $5.84M | 0.06% | +118,789 | New |
| Ibex Wealth Advisors | 110,133 | $5.42M | 1.38% | +110,133 | New |
| Foster & Motley Inc | 109,803 | $5.40M | 0.44% | +2,682+2.5% | Added |
| Jane Street Group, LLC | 107,990 | $5.31M | 0.01% | −1,850−1.7% | Reduced |
| D. E. Shaw & Co., Inc. | 105,761 | $5.20M | 0.01% | −36,373−25.6% | Reduced |
| MetLife Investment Management | 105,634 | $5.20M | 0.04% | −5,603−5.0% | Reduced |
| Point72 Europe (London) LLP | 105,200 | $5.17M | 0.70% | −61,000−36.7% | Reduced |
| State of New Jersey Common Pension Fund D | 104,911 | $5.16M | 0.02% | 00.0% | Unchanged |
| Beacon Harbor Wealth Advisors, Inc. | 103,709 | $5.10M | 1.70% | +152+0.1% | Added |
| Jump Financial, LLC | 102,851 | $5.06M | 0.19% | +94,320+1,105.6% | Added |
| Bridgewater Associates, LP | 100,978 | $4.97M | 0.03% | +28,157+38.7% | Added |
| APG Asset Management N.V. | 100,300 | $4.93M | 0.01% | −69,500−40.9% | Reduced |
| US Bancorp | 98,148 | $4.83M | 0.01% | −4,263−4.2% | Reduced |
| Wealthfront Advisers LLC | 97,078 | $4.78M | 0.02% | −2,229−2.2% | Reduced |
| Dorsey Wright & Associates | 96,844 | $4.76M | 1.48% | +167+0.2% | Added |
| DekaBank Deutsche Girozentrale | 94,802 | $4.68M | 0.01% | +22,832+31.7% | Added |
| Public Employees Retirement System of Ohio | 93,981 | $4.62M | 0.02% | −7,096−7.0% | Reduced |
| IFG Advisory, LLC | 93,968 | $4.62M | 0.39% | +1,257+1.4% | Added |
| Janus Henderson Group PLC | 93,164 | $4.58M | 0.00% | +707+0.8% | Added |
| Price T Rowe Associates Inc | 93,157 | $4.58M | 0.00% | −7,264−7.2% | Reduced |
| AlphaCore Capital LLC | 92,451 | $4.55M | 0.72% | −321−0.3% | Reduced |
| Creative Planning | 91,146 | $4.48M | 0.01% | +3,794+4.3% | Added |
| Eaton Financial Holdings Company, LLC | 89,836 | $4.42M | 1.18% | +89,836 | New |
| Yousif Capital Management, LLC | 89,683 | $4.41M | 0.06% | −5,740−6.0% | Reduced |
| South Dakota Investment Council | 89,168 | $4.39M | 0.10% | +89,168 | New |
| Treasurer of the State of North Carolina | 89,090 | $4.38M | 0.02% | +451+0.5% | Added |
| Canada Pension Plan Investment Board | 88,000 | $4.33M | 0.01% | +25,000+39.7% | Added |
| Bank of Montreal | 87,602 | $4.27M | 0.00% | +26,283+42.9% | Added |
| First Horizon Advisors, Inc. | 85,839 | $4.22M | 0.15% | −3,975−4.4% | Reduced |
| BTC Capital Management, Inc. | 81,879 | $4.03M | 0.46% | −12,239−13.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 77,849 | $3.83M | 0.09% | +20,150+34.9% | Added |
| Ensign Peak Advisors, Inc | 77,593 | $3.82M | 0.01% | −32,132−29.3% | Reduced |
| Quantinno Capital Management LP | 77,393 | $3.81M | 0.17% | +15,159+24.4% | Added |
| Oberweis Asset Management Inc | 76,700 | $3.77M | 0.40% | +14,100+22.5% | Added |
| apricus wealth, LLC | 72,675 | $3.63M | 3.17% | −1,775−2.4% | Reduced |
| Zacks Investment Management | 72,290 | $3.56M | 0.05% | −8,484−10.5% | Reduced |
| Dakota Wealth Management | 71,333 | $3.51M | 0.15% | +31,034+77.0% | Added |
| Putnam Investments LLC | 70,250 | $3.46M | 0.01% | −1,046−1.5% | Reduced |
| Triasima Portfolio Management inc. | 68,265 | $3.36M | 0.31% | +7,535+12.4% | Added |
| Silver Lake Advisory, LLC | 68,200 | $3.35M | 2.07% | +68,200 | New |
| Janney Montgomery Scott LLC | 68,019 | $3.35M | 0.01% | −8,604−11.2% | Reduced |
| Illinois Municipal Retirement Fund | 65,768 | $3.23M | 0.06% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 63,946 | $3.15M | 0.12% | +38,466+151.0% | Added |
| Teachers Retirement System of the State of Kentucky | 63,810 | $3.14M | 0.03% | +30,555+91.9% | Added |
| Hussman Strategic Advisors, Inc. | 62,400 | $3.07M | 0.59% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 62,180 | $3.06M | 0.01% | +7,749+14.2% | Added |
| Walleye Capital LLC | 61,763 | $3.04M | 0.04% | −17,501−22.1% | Reduced |
| Agf Management Ltd | 61,320 | $3.02M | 0.02% | +61,320 | New |
| Auxier Asset Management | 59,662 | $2.93M | 0.50% | −177−0.3% | Reduced |
| Advisor Partners II, LLC | 59,257 | $2.91M | 0.12% | −2,434−3.9% | Reduced |
| Advisory Services Network, LLC | 58,590 | $2.88M | 0.08% | −3,802−6.1% | Reduced |
| Trexquant Investment LP | 58,160 | $2.86M | 0.07% | +16,396+39.3% | Added |
| Arizona State Retirement System | 56,111 | $2.76M | 0.02% | +615+1.1% | Added |
| National Bank of Canada | 56,220 | $2.76M | 0.01% | +46,266+464.8% | Added |
| Balyasny Asset Management LLC | 55,984 | $2.75M | 0.01% | −589,361−91.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 54,100 | $2.66M | 0.29% | −2,500−4.4% | Reduced |
| Pinebridge Investments, L.P. | 53,280 | $2.62M | 0.03% | +6,737+14.5% | Added |
| Strategic Global Advisors, LLC | 52,642 | $2.59M | 0.43% | −2,288−4.2% | Reduced |
| Louisiana State Employees Retirement System | 52,100 | $2.56M | 0.06% | −2,000−3.7% | Reduced |
| Mariner, LLC | 51,654 | $2.54M | 0.01% | −203−0.4% | Reduced |
| Oregon Public Employees Retirement Fund | 51,612 | $2.54M | 0.04% | −1,900−3.6% | Reduced |
| Alaska Permanent Fund Corp | 51,200 | $2.52M | 0.05% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 51,041 | $2.51M | 0.01% | +1,318+2.7% | Added |
| Ritholtz Wealth Management | 50,579 | $2.49M | 0.11% | +1,805+3.7% | Added |
| Two Sigma Investments, LP | 50,214 | $2.47M | 0.01% | −299,539−85.6% | Reduced |
| Anchor Investment Management, LLC | 49,403 | $2.43M | 0.32% | 00.0% | Unchanged |
| Shilanski & Associates, Inc. | 45,226 | $2.22M | 0.91% | +1,549+3.5% | Added |
| Kendall Capital Management | 44,160 | $2.17M | 0.96% | +2,525+6.1% | Added |
| State of Michigan Retirement System | 44,000 | $2.16M | 0.01% | −1,600−3.5% | Reduced |
| HSBC Holdings PLC | 43,315 | $2.14M | 0.00% | +22,317+106.3% | Added |
| Integrated Wealth Concepts LLC | 42,749 | $2.10M | 0.04% | +12,282+40.3% | Added |
| Nisa Investment Advisors, LLC | 42,407 | $2.09M | 0.02% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 41,601 | $2.05M | 0.55% | +1,248+3.1% | Added |
| Federated Hermes, Inc. | 41,290 | $2.03M | 0.01% | −2,204−5.1% | Reduced |