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Livermore
Livermore
ZHEN

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.

Institutional holdersQ3 2023: 580 institutions
Q1 2021: 459 institutionsQ2 2021: 451 institutionsQ3 2021: 459 institutionsQ4 2021: 444 institutionsQ1 2022: 466 institutionsQ2 2022: 487 institutionsQ3 2022: 492 institutionsQ4 2022: 528 institutionsQ1 2023: 527 institutionsQ2 2023: 557 institutionsQ3 2023: 580 institutionsQ4 2023: 572 institutionsQ1 2024: 580 institutionsQ2 2024: 579 institutionsQ3 2024: 625 institutionsQ4 2024: 685 institutionsQ1 2025: 729 institutionsQ2 2025: 736 institutionsQ3 2025: 674 institutionsQ4 2025: 699 institutionsQ1 2026: 702 institutionsQ2 2026: 766 institutions
Value heldQ3 2023: $8.14B
Q1 2021: $4.67BQ2 2021: $4.88BQ3 2021: $4.18BQ4 2021: $4.09BQ1 2022: $5.36BQ2 2022: $5.76BQ3 2022: $6.59BQ4 2022: $6.94BQ1 2023: $6.65BQ2 2023: $7.97BQ3 2023: $8.14BQ4 2023: $7.51BQ1 2024: $8.87BQ2 2024: $8.25BQ3 2024: $9.30BQ4 2024: $11.3BQ1 2025: $12.6BQ2 2025: $12.3BQ3 2025: $10.4BQ4 2025: $11.3BQ1 2026: $9.25BQ2 2026: $12.6B
Institutions holding UNM and their total value by quarter
QuarterHoldersValue
Q2 2026766$12.6B
Q1 2026702$9.25B
Q4 2025699$11.3B
Q3 2025674$10.4B
Q2 2025736$12.3B
Q1 2025729$12.6B
Q4 2024685$11.3B
Q3 2024625$9.30B
Q2 2024579$8.25B
Q1 2024580$8.87B
Q4 2023572$7.51B
Q3 2023580$8.14B
Q2 2023557$7.97B
Q1 2023527$6.65B
Q4 2022528$6.94B
Q3 2022492$6.59B
Q2 2022487$5.76B
Q1 2022466$5.36B
Q4 2021444$4.09B
Q3 2021459$4.18B
Q2 2021451$4.88B
Q1 2021459$4.67B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Unum Group; share changes are against Q2 2023.

Institutions holding UNM in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Quent Capital, LLC6,130$301.5K0.05%+8+0.1%Added
MBM Wealth Consultants, LLC5,938$296.5K0.13%+223+3.9%Added
Aristides Capital LLC6,000$295.1K0.20%−2,000−25.0%Reduced
Bleakley Financial Group, LLC5,956$293.0K0.01%−1,148−16.2%Reduced
Sawtooth Solutions, LLC5,956$293.0K0.01%−1,082−15.4%Reduced
J. W. Coons Advisors, LLC5,915$291.0K0.08%−170−2.8%Reduced
Veriti Management LLC5,907$290.5K0.03%−5,621−48.8%Reduced
Glenview Trust Co5,863$288.4K0.01%00.0%Unchanged
Shell Asset Management Co5,857$288.0K0.01%−91−1.5%Reduced
TriaGen Wealth Management LLC5,844$287.5K0.15%+6+0.1%Added
Lion Street Advisors, LLC5,751$282.9K0.09%−4,319−42.9%Reduced
Fountainhead AM, LLC5,708$280.8K0.10%+42+0.7%Added
Sherbrooke Park Advisers LLC5,705$280.6K0.09%+5,705New
Cobblestone Capital Advisors LLC5,668$278.8K0.02%00.0%Unchanged
CIBC Asset Management Inc5,650$277.9K0.00%−52−0.9%Reduced
Kapitalo Investimentos Ltda5,636$277.2K0.04%−4,319−43.4%Reduced
Wintrust Investments LLC5,602$276.0K0.03%+32+0.6%Added
Coastline Trust Co5,570$274.0K0.04%00.0%Unchanged
Toroso Investments, LLC5,543$272.7K0.01%+5,543New
Crawford Investment Counsel Inc5,526$271.8K0.01%−800−12.6%Reduced
Alpha Cubed Investments, LLC5,500$270.5K0.02%00.0%Unchanged
State of Wyoming5,466$268.9K0.06%−4,420−44.7%Reduced
Pinkerton Retirement Specialists, LLC5,422$266.7K0.06%−5,411−49.9%Reduced
IHT Wealth Management, LLC5,349$263.1K0.01%−413−7.2%Reduced
Westover Capital Advisors, LLC5,341$262.7K0.10%−202−3.6%Reduced
Patriot Financial Group Insurance Agency, LLC5,331$262.2K0.05%−276−4.9%Reduced
Mather Group, LLC.5,301$260.8K0.00%+34+0.6%Added
Consolidated Planning Corp5,120$251.9K0.06%+5,120New
FourThought Financial Partners, LLC5,072$249.5K0.03%+20+0.4%Added
Watershed Asset Management, L.L.C.5,033$247.6K0.30%00.0%Unchanged
Continuum Advisory, LLC5,028$247.3K0.04%+5,028New
Raymond James Trust N.A.5,008$246.3K0.01%−203−3.9%Reduced
Profund Advisors LLC4,985$245.2K0.01%−599−10.7%Reduced
Coastal Investment Advisors, Inc.5,099$243.2K0.06%00.0%Unchanged
Prossimo Advisors, LLC4,940$243.0K0.57%−50−1.0%Reduced
Paragon Capital Management Ltd4,908$241.5K0.05%−252−4.9%Reduced
IFP Advisors, Inc4,873$239.7K0.01%−345−6.6%Reduced
Boston Private Wealth LLC4,869$239.5K0.01%−1,525−23.9%Reduced
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors4,819$237.0K0.06%+39+0.8%Added
Toth Financial Advisory Corp4,758$234.0K0.04%00.0%Unchanged
Bailard, Inc.4,600$226.3K0.01%00.0%Unchanged
CWM, LLC4,592$226.0K0.00%+1,814+65.3%Added
Tiedemann Advisors, LLC4,579$225.2K0.01%00.0%Unchanged
Aigen Investment Management, LP4,527$222.7K0.04%−1,502−24.9%Reduced
D.A. Davidson & Co.4,504$221.6K0.00%−485−9.7%Reduced
NorthRock Partners, LLC4,482$220.4K0.02%+187+4.4%Added
BluePath Capital Management, LLC4,444$218.6K0.20%+4,444New
Wedmont Private Capital4,381$218.3K0.02%+4,381New
Delta Asset Management LLC4,325$212.7K0.02%00.0%Unchanged
Petrus Trust Company, LTA4,260$209.5K0.02%−2,711−38.9%Reduced
Jacobi Capital Management LLC4,227$207.9K0.02%+31+0.7%Added
Summit Trail Advisors, LLC4,223$207.7K0.01%−9−0.2%Reduced
JJJ Advisors Inc.4,201$206.6K0.05%+79+1.9%Added
Financial Counselors Inc4,165$204.9K0.00%+4,165New
Stratos Wealth Partners, LTD.4,144$203.8K0.00%+4,144New
HHM Wealth Advisors, LLC4,110$202.2K0.04%00.0%Unchanged
Fifth Third Bancorp4,100$201.7K0.00%+195+5.0%Added
Brevan Howard Capital Management LP4,083$200.8K0.06%+4,083New
Cambridge Trust Co4,000$196.8K0.01%00.0%Unchanged
Headinvest, LLC3,770$185.1K0.04%+3,770New
Parallel Advisors, LLC3,719$183.0K0.01%−41−1.1%Reduced
Quadrant Capital Group LLC3,621$178.1K0.02%−51−1.4%Reduced
Hanson & Doremus Investment Management3,559$175.0K0.04%00.0%Unchanged
C M Bidwell & Associates Ltd3,459$170.1K0.13%+745+27.5%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main2,980$146.6K0.00%00.0%Unchanged
Nomura Asset Management Co Ltd2,910$143.1K0.00%00.0%Unchanged
West Branch Capital LLC2,709$133.3K0.07%00.0%Unchanged
Counterpoint Mutual Funds LLC2,603$128.0K0.11%−73−2.7%Reduced
Allworth Financial LP2,470$121.5K0.00%+14+0.6%Added
Proffitt & Goodson Inc2,393$117.7K0.02%00.0%Unchanged
Edmond de Rothschild Holding S.A.2,367$116.4K0.00%00.0%Unchanged
Private Trust Co NA2,130$104.8K0.01%−83−3.8%Reduced
Cullen/Frost Bankers, Inc.2,100$103.3K0.00%00.0%Unchanged
Founders Capital Management2,045$100.6K0.08%+11+0.5%Added
Global Retirement Partners, LLC2,038$98.1K0.00%+640+45.8%Added
New England Capital Financial Advisors LLC1,904$93.7K0.06%00.0%Unchanged
Covestor Ltd1,689$83.0K0.06%−480−22.1%Reduced
GeoWealth Management, LLC1,654$82.0K0.01%−78−4.5%Reduced
Newbridge Financial Services Group, Inc.1,639$80.6K0.04%+896+120.6%Added
Lindbrook Capital, LLC1,623$79.8K0.01%+16+1.0%Added
Benjamin F. Edwards & Company, Inc.1,540$76.0K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.1,495$71.0K0.00%+336+29.0%Added
Whittier Trust Co of Nevada Inc1,292$63.5K0.00%−15−1.1%Reduced
Farther Finance Advisors, LLC1,252$61.6K0.01%+80+6.8%Added
FinTrust Capital Advisors, LLC1,229$60.5K0.01%+685+125.9%Added
Addison Advisors LLC1,162$57.2K0.03%00.0%Unchanged
Tradition Wealth Management, LLC1,157$57.0K0.01%+422+57.4%Added
Cutler Group LP1,163$57.0K0.01%+1,163New
Cranbrook Wealth Management, LLC1,082$53.2K0.02%00.0%Unchanged
Hoey Investments, Inc1,050$51.6K0.02%00.0%Unchanged
TD Waterhouse Canada Inc.1,001$49.1K0.00%00.0%Unchanged
Aquatic Capital Management LLC1,000$49.0K0.00%+1,000New
Pathway Financial Advisers, LLC974$47.9K0.02%+974New
Virtus Fund Advisers, LLC962$47.3K0.34%00.0%Unchanged
Parkside Financial Bank & Trust776$38.2K0.01%−9−1.1%Reduced
Arlington Partners LLC774$38.1K0.02%00.0%Unchanged
Arlington Trust Co LLC774$38.1K0.02%+774New
Deseret Mutual Benefit Administrators770$37.9K0.02%−70−8.3%Reduced
Neo Ivy Capital Management728$36.0K0.02%+728New
Bangor Savings Bank664$32.7K0.00%+332+100.0%Added