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 |
|---|---|---|---|---|---|
| Cambria Investment Management, L.P. | 14,720 | $724.1K | 0.06% | −2,576−14.9% | Reduced |
| Centiva Capital, LP | 14,606 | $718.5K | 0.04% | −3,228−18.1% | Reduced |
| Atlas Capital Advisors LLC | 14,558 | $716.1K | 0.12% | −795−5.2% | Reduced |
| Evergreen Capital Management LLC | 14,534 | $714.9K | 0.03% | −152−1.0% | Reduced |
| Paradigm Financial Partners, LLC | 14,822 | $713.1K | 0.20% | −2,296−13.4% | Reduced |
| BOS Asset Management, LLC | 14,393 | $708.0K | 0.52% | −45−0.3% | Reduced |
| Mercer Global Advisors Inc | 14,373 | $707.0K | 0.00% | +1,045+7.8% | Added |
| Lingohr & Partner Asset Management GmbH | 14,491 | $707.0K | 1.83% | +3,891+36.7% | Added |
| AE Wealth Management LLC | 14,317 | $704.3K | 0.00% | −1,323−8.5% | Reduced |
| Carret Asset Management, LLC | 14,197 | $698.4K | 0.10% | −600−4.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 14,148 | $695.9K | 0.07% | +14,148 | New |
| Csenge Advisory Group | 13,926 | $685.0K | 0.05% | +3,335+31.5% | Added |
| Neumann Capital Management, LLC | 13,883 | $682.9K | 0.30% | 00.0% | Unchanged |
| Genus Capital Management Inc. | 13,641 | $671.0K | 0.11% | −55,023−80.1% | Reduced |
| Venture Visionary Partners LLC | 13,403 | $659.3K | 0.04% | −8,317−38.3% | Reduced |
| Relative Value Partners Group, LLC | 13,403 | $659.3K | 0.04% | +853+6.8% | Added |
| Dumont & Blake Investment Advisors LLC | 13,210 | $650.0K | 0.22% | −110−0.8% | Reduced |
| Echo Street Capital Management LLC | 13,045 | $641.7K | 0.01% | +3,685+39.4% | Added |
| Proequities, Inc. | 12,980 | $638.5K | 0.05% | +3,865+42.4% | Added |
| CSS LLC | 12,962 | $637.6K | 0.05% | +862+7.1% | Added |
| National Asset Management, Inc. | 12,763 | $627.8K | 0.02% | +1,074+9.2% | Added |
| Empowered Funds, LLC | 12,660 | $622.7K | 0.02% | +12,660 | New |
| United Services Automobile Association | 12,530 | $616.4K | 0.02% | +239+1.9% | Added |
| Baird Financial Group, Inc. | 12,249 | $602.5K | 0.00% | +1,303+11.9% | Added |
| Patten & Patten Inc | 12,211 | $600.7K | 0.05% | −140−1.1% | Reduced |
| Pearl River Capital, LLC | 11,967 | $588.7K | 0.09% | −5,360−30.9% | Reduced |
| Exchange Traded Concepts, LLC | 11,907 | $585.7K | 0.02% | −7,933−40.0% | Reduced |
| ISAM Funds (UK) Ltd | 11,849 | $582.9K | 0.37% | +11,849 | New |
| Coldstream Capital Management Inc | 11,819 | $581.4K | 0.02% | −684−5.5% | Reduced |
| Accurate Wealth Management, LLC | 11,202 | $578.8K | 0.18% | +63+0.6% | Added |
| Bessemer Group Inc | 11,635 | $571.0K | 0.00% | +90+0.8% | Added |
| QRG Capital Management, Inc. | 11,570 | $569.1K | 0.01% | +11,570 | New |
| Diversified Trust Co | 11,335 | $557.6K | 0.02% | −2,740−19.5% | Reduced |
| Symmetry Partners, LLC | 11,318 | $557.0K | 0.03% | +794+7.5% | Added |
| Financial Advisory Service, Inc. | 11,216 | $551.7K | 0.06% | +78+0.7% | Added |
| First Citizens Bank & Trust Co | 11,168 | $549.4K | 0.01% | −1,178−9.5% | Reduced |
| Winton Group Ltd | 11,133 | $547.6K | 0.05% | +4,209+60.8% | Added |
| Pitcairn Co | 11,097 | $545.9K | 0.05% | +541+5.1% | Added |
| Westpac Banking Corp | 11,000 | $541.1K | 0.04% | +11,000 | New |
| HM Payson & Co | 10,900 | $536.2K | 0.01% | +1,070+10.9% | Added |
| Axq Capital, LP | 10,876 | $535.0K | 0.19% | +10,876 | New |
| Beacon Pointe Advisors, LLC | 10,745 | $528.5K | 0.01% | +718+7.2% | Added |
| Utah Retirement Systems | 10,700 | $526.3K | 0.01% | 00.0% | Unchanged |
| Old National Bancorp | 10,642 | $523.5K | 0.02% | −74−0.7% | Reduced |
| Seven Eight Capital, LP | 10,546 | $518.8K | 0.06% | +10,546 | New |
| Independent Solutions Wealth Management, LLC | 10,522 | $517.6K | 0.14% | +10,522 | New |
| Sigma Planning Corp | 10,276 | $505.5K | 0.02% | −1,465−12.5% | Reduced |
| Ashton Thomas Private Wealth, LLC | 10,251 | $504.3K | 0.04% | +475+4.9% | Added |
| Stokes Family Office, LLC | 10,016 | $492.7K | 0.06% | −379−3.6% | Reduced |
| Arnhold LLC | 10,000 | $491.9K | 0.06% | 00.0% | Unchanged |
| ProShare Advisors LLC | 9,931 | $488.5K | 0.00% | −890−8.2% | Reduced |
| Capula Management Ltd | 9,920 | $488.0K | 0.03% | +3,260+48.9% | Added |
| Wetherby Asset Management Inc | 9,753 | $479.8K | 0.03% | +16+0.2% | Added |
| Mutual Advisors, LLC | 9,729 | $478.6K | 0.02% | −879−8.3% | Reduced |
| Campion Asset Management LLC | 9,470 | $465.8K | 0.43% | 00.0% | Unchanged |
| Old Port Advisors | 9,448 | $464.7K | 0.17% | +9,448 | New |
| Clarius Group, LLC | 9,438 | $464.3K | 0.04% | −1,190−11.2% | Reduced |
| Advisors Asset Management, Inc. | 9,282 | $456.6K | 0.01% | −1,017−9.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 9,069 | $446.1K | 0.00% | +917+11.2% | Added |
| My Legacy Advisors, LLC | 8,830 | $445.4K | 0.18% | +1,190+15.6% | Added |
| Ieq Capital, LLC | 9,024 | $443.9K | 0.01% | +179+2.0% | Added |
| Bank of Nova Scotia | 8,944 | $440.0K | 0.00% | +4,017+81.5% | Added |
| Newport Capital Group, LLC | 8,788 | $432.3K | 0.40% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 8,765 | $431.1K | 0.00% | −313−3.4% | Reduced |
| TFB Advisors LLC | 8,682 | $427.1K | 0.52% | +617+7.7% | Added |
| Shelton Capital Management | 8,627 | $424.4K | 0.02% | −564−6.1% | Reduced |
| Capstone Investment Advisors, LLC | 8,524 | $419.3K | 0.01% | +8,524 | New |
| Boothbay Fund Management, LLC | 8,489 | $417.6K | 0.01% | +8,489 | New |
| United Capital Financial Advisers, LLC | 8,407 | $413.5K | 0.00% | +14+0.2% | Added |
| Teza Capital Management LLC | 8,326 | $409.6K | 0.07% | +8,326 | New |
| Belpointe Asset Management LLC | 8,130 | $399.9K | 0.04% | +8,130 | New |
| Hanlon Investment Management, Inc. | 8,129 | $399.9K | 0.12% | +1,126+16.1% | Added |
| KBC Group NV | 8,037 | $396.0K | 0.00% | +3,252+68.0% | Added |
| BancorpSouth Bank | 8,027 | $394.8K | 0.03% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 8,187 | $393.9K | 0.00% | +8,187 | New |
| Commerce Bank | 8,005 | $393.8K | 0.00% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 8,004 | $393.7K | 0.03% | +8+0.1% | Added |
| HB Wealth Management, LLC | 7,967 | $391.9K | 0.01% | +7,967 | New |
| Savant Capital, LLC | 7,927 | $389.9K | 0.01% | +266+3.5% | Added |
| WBI Investments | 7,920 | $389.6K | 0.08% | −41,422−83.9% | Reduced |
| CAPROCK Group, Inc. | 7,774 | $382.4K | 0.03% | +91+1.2% | Added |
| Erste Asset Management GmbH | 7,600 | $379.2K | 0.01% | +3,500+85.4% | Added |
| Nebula Research & Development LLC | 7,565 | $372.1K | 0.20% | +7,565 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 7,400 | $364.0K | 0.00% | −39,278−84.1% | Reduced |
| Ballentine Partners, LLC | 7,329 | $360.5K | 0.01% | +517+7.6% | Added |
| Dorsey & Whitney Trust CO LLC | 7,240 | $356.1K | 0.03% | 00.0% | Unchanged |
| Patten Group, Inc. | 7,138 | $351.1K | 0.10% | −400−5.3% | Reduced |
| Atria Wealth Solutions, Inc. | 7,115 | $350.0K | 0.00% | −67−0.9% | Reduced |
| SageView Advisory Group, LLC | 7,111 | $349.8K | 0.02% | −537−7.0% | Reduced |
| Regions Financial Corp | 6,750 | $332.0K | 0.00% | +422+6.7% | Added |
| Means Investment Co., Inc. | 6,715 | $330.3K | 0.05% | −722−9.7% | Reduced |
| Kingsview Wealth Management, LLC | 6,707 | $329.9K | 0.01% | −780−10.4% | Reduced |
| Eqis Capital Management, Inc. | 6,623 | $325.8K | 0.04% | −1,216−15.5% | Reduced |
| Strategic Investment Advisors | 6,616 | $325.4K | 0.05% | +80+1.2% | Added |
| TownSquare Capital, LLC | 6,533 | $321.4K | 0.01% | +788+13.7% | Added |
| Paulson Wealth Management Inc. | 6,407 | $315.2K | 0.11% | +751+13.3% | Added |
| Umb Bank N A | 6,354 | $312.6K | 0.01% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 6,325 | $308.6K | 0.17% | −1,000−13.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 6,203 | $305.1K | 0.00% | +6,203 | New |
| Forum Financial Management, LP | 6,195 | $304.7K | 0.01% | 00.0% | Unchanged |