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 |
|---|---|---|---|---|---|
| Glassman Wealth Services | 646 | $31.8K | 0.01% | −44−6.4% | Reduced |
| Huntington National Bank | 633 | $31.1K | 0.00% | −14−2.2% | Reduced |
| Brown Brothers Harriman & Co | 617 | $30.4K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 608 | $29.9K | 0.00% | −456−42.9% | Reduced |
| Leonteq Securities AG | 594 | $29.2K | 0.00% | −186−23.8% | Reduced |
| Raleigh Capital Management Inc. | 582 | $28.7K | 0.01% | +22+3.9% | Added |
| Blue Bell Private Wealth Management, LLC | 561 | $27.6K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 555 | $27.3K | 0.01% | −120−17.8% | Reduced |
| Clearstead Advisors, LLC | 535 | $26.3K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 535 | $26.3K | 0.00% | +19+3.7% | Added |
| Federation des caisses Desjardins du Quebec | 529 | $26.0K | 0.00% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 519 | $25.5K | 0.02% | −3−0.6% | Reduced |
| Nalls Sherbakoff Group, LLC | 500 | $24.6K | 0.02% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 500 | $24.6K | 0.01% | +500 | New |
| Baker Avenue Asset Management, LP | 490 | $24.1K | 0.00% | +39+8.6% | Added |
| Loomis Sayles & Co L P | 483 | $24.0K | 0.00% | −2,456−83.6% | Reduced |
| North Star Investment Management Corp. | 429 | $21.1K | 0.00% | −399−48.2% | Reduced |
| Rise Advisors, LLC | 416 | $20.5K | 0.02% | +3+0.7% | Added |
| Baldwin Brothers Inc | 400 | $19.7K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 399 | $19.6K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 392 | $19.3K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 392 | $19.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 377 | $18.6K | 0.00% | +91+31.8% | Added |
| TD Private Client Wealth LLC | 355 | $17.5K | 0.00% | −17−4.6% | Reduced |
| Heritage Wealth Advisors | 304 | $15.0K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 290 | $14.3K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 284 | $14.0K | 0.00% | −61−17.7% | Reduced |
| Bell Investment Advisors, Inc | 274 | $13.5K | 0.00% | +98+55.7% | Added |
| Massmutual Trust Co FSB | 268 | $13.2K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 250 | $12.3K | 0.01% | +250 | New |
| Hollencrest Capital Management | 227 | $11.2K | 0.00% | +1+0.4% | Added |
| Steward Financial Group LLC | 230 | $11.0K | 0.00% | +5+2.2% | Added |
| Coston, McIsaac & Partners | 224 | $11.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 222 | $10.9K | 0.00% | +1+0.5% | Added |
| Hexagon Capital Partners LLC | 213 | $10.5K | 0.00% | +14+7.0% | Added |
| Coppell Advisory Solutions LLC | 251 | $10.3K | 0.00% | −3−1.2% | Reduced |
| JFS Wealth Advisors, LLC | 209 | $10.3K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 209 | $10.3K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 203 | $10.0K | 0.00% | +170+515.2% | Added |
| Quarry LP | 194 | $9.54K | 0.01% | +194 | New |
| Sutton Wealth Advisors Inc. | 178 | $8.76K | 0.00% | −25−12.3% | Reduced |
| Armstrong Advisory Group, Inc | 167 | $8.21K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 163 | $8.02K | 0.00% | +143+715.0% | Added |
| ClariVest Asset Management LLC | 149 | $7.00K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 130 | $6.39K | 0.00% | +1+0.8% | Added |
| Versant Capital Management, Inc | 124 | $6.10K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 120 | $5.90K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 116 | $5.71K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 111 | $5.29K | 0.00% | 00.0% | Unchanged |
| Amundi | 96 | $4.79K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 97 | $4.77K | 0.00% | +97 | New |
| Northwest Investment Counselors, LLC | 95 | $4.68K | 0.00% | −33−25.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 90 | $4.43K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 87 | $4.28K | 0.00% | +13+17.6% | Added |
| Earnest Partners LLC | 81 | $3.98K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 77 | $3.79K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 75 | $3.69K | 0.00% | −10−11.8% | Reduced |
| VisionPoint Advisory Group, LLC | 73 | $3.59K | 0.00% | +65+812.5% | Added |
| SJS Investment Consulting Inc. | 72 | $3.54K | 0.00% | +4+5.9% | Added |
| Manchester Capital Management LLC | 70 | $3.44K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 54 | $3.00K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 60 | $2.95K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 53 | $2.61K | 0.00% | +53 | New |
| Authentikos Wealth Advisory, LLC | 43 | $2.12K | 0.00% | +43 | New |
| Avion Wealth | 44 | $2.00K | 0.00% | +20+83.3% | Added |
| M&R Capital Management Inc | 38 | $1.85K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 28 | $1.38K | 0.00% | −12−30.0% | Reduced |
| Concord Wealth Partners | 25 | $1.23K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 24 | $1.18K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 24 | $1.16K | 0.00% | +1+4.3% | Added |
| Financial Management Professionals, Inc. | 29 | $1.00K | 0.00% | −656−95.8% | Reduced |
| SkyView Investment Advisors, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 15 | $1.00K | 0.00% | +15 | New |
| Spire Wealth Management | 18 | $885 | 0.00% | +18 | New |
| Tfo-TDC, LLC | 18 | $859 | 0.00% | +4+28.6% | Added |
| Horizon Investments, LLC | 13 | $635 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 10 | $492 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 5 | $303 | 0.00% | −43−89.6% | Reduced |
| Gradient Investments LLC | 5 | $246 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 2 | $98 | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −342,500−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −339,178−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −330,317−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −126,012−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −53,971−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −46,643−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −26,883−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −23,433−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −22,600−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −21,947−100.0% | Sold out |
| Kiwi Wealth Investments Limited Partnership | 0 | $0 | 0.00% | −18,033−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −17,678−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −17,200−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −16,114−100.0% | Sold out |
| Portman Square Capital LLP | 0 | $0 | 0.00% | −14,470−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −11,272−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −9,398−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −7,300−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −6,300−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −6,084−100.0% | Sold out |