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 |
|---|---|---|---|---|---|
| Ameritas Investment Partners, Inc. | 41,241 | $2.03M | 0.08% | −5,020−10.9% | Reduced |
| Susquehanna International Group, LLP | 41,123 | $2.02M | 0.00% | +14,242+53.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 40,782 | $2.01M | 0.05% | −387−0.9% | Reduced |
| Bokf, NA | 40,747 | $1.99M | 0.04% | −15,047−27.0% | Reduced |
| Boston Financial Mangement LLC | 40,000 | $1.97M | 0.07% | −10,000−20.0% | Reduced |
| STRS Ohio | 38,626 | $1.90M | 0.01% | −8,488−18.0% | Reduced |
| JustInvest LLC | 38,321 | $1.89M | 0.06% | +930+2.5% | Added |
| New Mexico Educational Retirement Board | 38,200 | $1.88M | 0.08% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 37,569 | $1.85M | 0.01% | +4,602+14.0% | Added |
| Naples Global Advisors, LLC | 37,333 | $1.84M | 0.22% | −517−1.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 37,238 | $1.83M | 0.02% | −52,307−58.4% | Reduced |
| Aviance Capital Partners, LLC | 37,219 | $1.83M | 0.41% | −985−2.6% | Reduced |
| State of Wisconsin Investment Board | 37,198 | $1.83M | 0.01% | +21,576+138.1% | Added |
| Investors Research Corp | 36,050 | $1.77M | 0.46% | −300−0.8% | Reduced |
| Private Advisor Group, LLC | 35,491 | $1.75M | 0.02% | −1,875−5.0% | Reduced |
| ExodusPoint Capital Management, LP | 34,980 | $1.72M | 0.02% | −62,513−64.1% | Reduced |
| Nations Financial Group Inc, | 34,742 | $1.71M | 0.17% | +1,179+3.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 34,404 | $1.69M | 0.01% | +559+1.7% | Added |
| Clearbridge Investments, LLC | 34,343 | $1.69M | 0.00% | −50.0% | Reduced |
| Citigroup Inc | 34,335 | $1.69M | 0.00% | −29,393−46.1% | Reduced |
| CoreCap Advisors, LLC | 34,220 | $1.68M | 0.12% | +34,220 | New |
| Vestcor Inc | 34,047 | $1.68M | 0.06% | +13,998+69.8% | Added |
| DGS Capital Management, LLC | 33,643 | $1.65M | 0.81% | −81−0.2% | Reduced |
| BKD Wealth Advisors, LLC | 32,875 | $1.62M | 0.05% | −2,201−6.3% | Reduced |
| SG Americas Securities, LLC | 32,298 | $1.59M | 0.02% | +28,154+679.4% | Added |
| The PNC Financial Services Group, Inc. | 30,706 | $1.51M | 0.00% | −735−2.3% | Reduced |
| Cresset Asset Management, LLC | 30,639 | $1.51M | 0.01% | +1,163+3.9% | Added |
| MAI Capital Management | 30,357 | $1.49M | 0.02% | −3,032−9.1% | Reduced |
| Shay Capital LLC | 30,000 | $1.48M | 0.44% | −60,500−66.9% | Reduced |
| Cetera Investment Advisers | 29,911 | $1.47M | 0.01% | +5,055+20.3% | Added |
| Deutsche Bank AG | 29,829 | $1.47M | 0.00% | −206,943−87.4% | Reduced |
| Crossmark Global Holdings, Inc. | 29,105 | $1.46M | 0.03% | +9,652+49.6% | Added |
| Handelsbanken Fonder AB | 29,507 | $1.45M | 0.01% | +1,200+4.2% | Added |
| Campbell & CO Investment Adviser LLC | 28,627 | $1.41M | 0.17% | +20,984+274.6% | Added |
| Oak Thistle LLC | 28,620 | $1.41M | 0.42% | +28,620 | New |
| Squarepoint Ops LLC | 28,146 | $1.38M | 0.01% | +28,146 | New |
| NJ State Employees Deferred Compensation Plan | 28,000 | $1.38M | 0.21% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 27,617 | $1.36M | 0.00% | +3,730+15.6% | Added |
| Waterfront Wealth Inc. | 27,602 | $1.34M | 0.44% | +969+3.6% | Added |
| Kestra Advisory Services, LLC | 27,177 | $1.34M | 0.01% | +17,180+171.9% | Added |
| HighTower Advisors, LLC | 27,098 | $1.34M | 0.00% | +170+0.6% | Added |
| CIBC World Markets Inc. | 27,102 | $1.33M | 0.00% | −566−2.0% | Reduced |
| Natixis Advisors, L.P. | 26,775 | $1.32M | 0.00% | +2,757+11.5% | Added |
| Convergence Investment Partners, LLC | 26,654 | $1.31M | 0.78% | −841−3.1% | Reduced |
| Sculati Wealth Management, LLC | 26,347 | $1.30M | 0.66% | −4,580−14.8% | Reduced |
| Marshall Wace, LLP | 25,978 | $1.28M | 0.00% | +25,978 | New |
| GPS Wealth Strategies Group, LLC | 25,613 | $1.26M | 0.24% | −56−0.2% | Reduced |
| Point72 Middle East FZE | 25,229 | $1.24M | 0.08% | +2,442+10.7% | Added |
| Abacus Planning Group, Inc. | 24,448 | $1.20M | 0.29% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 24,327 | $1.20M | 0.81% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 24,325 | $1.20M | 0.02% | −88−0.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 24,197 | $1.19M | 0.00% | +24,197 | New |
| Signaturefd, LLC | 23,823 | $1.17M | 0.03% | −58−0.2% | Reduced |
| Public Employees Retirement Association of Colorado | 23,151 | $1.14M | 0.01% | −4,083−15.0% | Reduced |
| GWM Advisors LLC | 23,127 | $1.14M | 0.01% | +15,407+199.6% | Added |
| Xponance, Inc. | 23,097 | $1.14M | 0.02% | −30.0% | Reduced |
| Pictet Asset Management Holding SA | 22,996 | $1.13M | 0.00% | +22,996 | New |
| Tower Research Capital LLC (TRC) | 22,724 | $1.12M | 0.03% | +7,348+47.8% | Added |
| Lifestyle Asset Management, Inc. | 22,707 | $1.12M | 0.68% | −72−0.3% | Reduced |
| Duality Advisers, LP | 22,189 | $1.09M | 0.13% | +22,189 | New |
| Affinity Investment Advisors, LLC | 22,135 | $1.09M | 0.70% | −13−0.1% | Reduced |
| State of Alaska, Department of Revenue | 21,857 | $1.07M | 0.01% | −1,100−4.8% | Reduced |
| Polianta Ltd | 21,800 | $1.07M | 0.53% | −100−0.5% | Reduced |
| Pacer Advisors, Inc. | 21,470 | $1.06M | 0.00% | −11,030−33.9% | Reduced |
| Ascent Group, LLC | 24,217 | $1.05M | 0.12% | −798−3.2% | Reduced |
| MorganRosel Wealth Management, LLC | 21,328 | $1.05M | 0.44% | +4,051+23.4% | Added |
| Sowell Financial Services LLC | 21,050 | $1.03M | 0.06% | −1,017−4.6% | Reduced |
| Aquila Investment Management LLC | 21,000 | $1.03M | 0.95% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 20,877 | $1.03M | 0.01% | +11,011+111.6% | Added |
| Asset Management One Co.,Ltd. | 20,715 | $1.02M | 0.00% | +20,715 | New |
| M&T Bank Corp | 20,675 | $1.02M | 0.00% | +209+1.0% | Added |
| Ossiam | 20,485 | $1.01M | 0.02% | +20,485 | New |
| Pathstone Family Office, LLC | 20,525 | $1.01M | 0.01% | +11,906+138.1% | Added |
| MML Investors Services, LLC | 20,275 | $997.0K | 0.01% | −653−3.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 20,007 | $984.1K | 0.00% | −18,617−48.2% | Reduced |
| XML Financial, LLC | 19,690 | $968.6K | 0.12% | −200−1.0% | Reduced |
| Stephens Inc | 19,648 | $966.5K | 0.02% | −334−1.7% | Reduced |
| Fox Run Management, L.L.C. | 19,290 | $948.9K | 0.28% | −2,350−10.9% | Reduced |
| Boxwood Ventures, Inc. | 18,558 | $913.0K | 1.85% | +5,901+46.6% | Added |
| Cipher Capital LP | 17,559 | $863.7K | 0.61% | −51,104−74.4% | Reduced |
| Rockefeller Capital Management L.P. | 17,457 | $858.9K | 0.00% | +17,457 | New |
| Cetera Advisor Networks LLC | 16,994 | $835.9K | 0.01% | +1,055+6.6% | Added |
| Ethic Inc. | 16,976 | $835.0K | 0.03% | −296−1.7% | Reduced |
| Penserra Capital Management LLC | 16,912 | $831.0K | 0.02% | +16,912 | New |
| Burns Matteson Capital Management, LLC | 16,822 | $827.5K | 0.53% | +16,822 | New |
| Park Avenue Securities LLC | 16,692 | $821.0K | 0.01% | +3,570+27.2% | Added |
| Steward Partners Investment Advisory, LLC | 16,455 | $809.4K | 0.01% | +145+0.9% | Added |
| Estate Counselors, LLC | 15,980 | $786.1K | 0.10% | +425+2.7% | Added |
| Los Angeles Capital Management LLC | 15,903 | $782.3K | 0.00% | −1,410−8.1% | Reduced |
| Greenleaf Trust | 15,871 | $780.7K | 0.01% | +68+0.4% | Added |
| Measured Wealth Private Client Group, LLC | 15,791 | $776.8K | 0.31% | +1,376+9.5% | Added |
| Gotham Asset Management, LLC | 15,762 | $775.3K | 0.02% | +1,067+7.3% | Added |
| Coombe, Bender & Co LLC | 15,727 | $773.6K | 0.58% | +58+0.4% | Added |
| Cerity Partners LLC | 15,586 | $766.7K | 0.00% | −12,363−44.2% | Reduced |
| Securian Asset Management, Inc | 15,575 | $766.1K | 0.02% | −927−5.6% | Reduced |
| BNP Paribas Arbitrage, SA | 15,488 | $761.9K | 0.00% | +2,346+17.9% | Added |
| Vident Advisory, LLC | 15,372 | $756.1K | 0.02% | +15,372 | New |
| SummerHaven Investment Management, LLC | 15,122 | $743.9K | 0.55% | +15,122 | New |
| Maryland State Retirement & Pension System | 14,997 | $737.7K | 0.02% | 00.0% | Unchanged |
| Advisory Research Inc | 14,819 | $728.9K | 0.10% | −571−3.7% | Reduced |