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, Q4 2023
Institutional positions in Unum Group as of Dec 31, 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
- 572
- 0 vs. Q3 2023
- Shares held
- 166.2M
- +2.09M (+1.3%) vs. Q3 2023
- Total value
- $7.51B
- −$588.4M (−7.3%) vs. Q3 2023
- New holders
- 73
- 195 more added
- Sold out
- 73
- 221 more reduced
8 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Unum Group; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TD Waterhouse Canada Inc. | 1,001 | $46.2K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,050 | $47.0K | 0.00% | −107−9.2% | Reduced |
| Hoey Investments, Inc | 1,050 | $47.5K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,075 | $48.6K | 0.01% | +1,075 | New |
| Cranbrook Wealth Management, LLC | 1,082 | $48.9K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,126 | $50.9K | 0.00% | +1,126 | New |
| Point72 Middle East FZE | 1,141 | $51.6K | 0.00% | −24,088−95.5% | Reduced |
| Addison Advisors LLC | 1,162 | $52.5K | 0.02% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,210 | $54.7K | 0.01% | −19−1.5% | Reduced |
| Kapitalo Investimentos Ltda | 1,279 | $57.8K | 0.01% | −4,357−77.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,292 | $58.4K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,540 | $70.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,575 | $71.0K | 0.05% | −114−6.7% | Reduced |
| Lindbrook Capital, LLC | 1,597 | $72.2K | 0.01% | −26−1.6% | Reduced |
| GWM Advisors LLC | 1,644 | $74.3K | 0.00% | −21,483−92.9% | Reduced |
| Farther Finance Advisors, LLC | 1,784 | $80.7K | 0.01% | +532+42.5% | Added |
| Richardson Financial Services Inc. | 1,865 | $84.3K | 0.07% | +1,865 | New |
| New England Capital Financial Advisors LLC | 1,904 | $86.1K | 0.05% | 00.0% | Unchanged |
| Founders Capital Management | 2,057 | $93.0K | 0.07% | +12+0.6% | Added |
| Cullen/Frost Bankers, Inc. | 2,100 | $95.0K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 2,246 | $102.0K | 0.01% | +592+35.8% | Added |
| Edmond de Rothschild Holding S.A. | 2,367 | $107.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2,385 | $107.8K | 0.01% | +255+12.0% | Added |
| Proffitt & Goodson Inc | 2,393 | $108.2K | 0.02% | 00.0% | Unchanged |
| West Branch Capital LLC | 2,709 | $122.5K | 0.06% | 00.0% | Unchanged |
| Allworth Financial LP | 2,822 | $127.6K | 0.00% | +352+14.3% | Added |
| Nomura Asset Management Co Ltd | 2,910 | $131.6K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,980 | $134.8K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 2,992 | $135.0K | 0.00% | −29,306−90.7% | Reduced |
| GAMMA Investing LLC | 2,867 | $138.6K | 0.04% | +2,867 | New |
| Ronald Blue Trust, Inc. | 3,021 | $148.0K | 0.00% | +1,526+102.1% | Added |
| Toth Financial Advisory Corp | 3,478 | $157.3K | 0.02% | −1,280−26.9% | Reduced |
| Hanson & Doremus Investment Management | 3,559 | $161.0K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,585 | $162.1K | 0.00% | −134−3.6% | Reduced |
| Fifth Third Bancorp | 3,604 | $163.0K | 0.00% | −496−12.1% | Reduced |
| Cambridge Trust Co | 4,000 | $180.9K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 4,110 | $185.9K | 0.03% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 4,142 | $187.3K | 0.05% | −59−1.4% | Reduced |
| Delta Asset Management LLC | 4,325 | $195.6K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,409 | $199.4K | 0.01% | −464−9.5% | Reduced |
| Summit Trail Advisors, LLC | 4,503 | $203.6K | 0.01% | +280+6.6% | Added |
| Brown Advisory Inc | 4,512 | $204.0K | 0.00% | +4,512 | New |
| AlTi Global, Inc. | 4,539 | $205.3K | 0.01% | +4,539 | New |
| D.A. Davidson & Co. | 4,542 | $205.4K | 0.00% | +38+0.8% | Added |
| Quadrant Capital Group LLC | 4,545 | $205.5K | 0.02% | +924+25.5% | Added |
| Lake Street Advisors Group, LLC | 4,573 | $206.8K | 0.01% | +4,573 | New |
| Bailard, Inc. | 4,600 | $208.0K | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 4,632 | $209.5K | 0.01% | −8,131−63.7% | Reduced |
| CWM, LLC | 4,641 | $210.0K | 0.00% | +49+1.1% | Added |
| Wedmont Private Capital | 4,655 | $212.7K | 0.02% | +274+6.3% | Added |
| TFB Advisors LLC | 4,823 | $218.1K | 0.11% | −3,859−44.4% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,852 | $219.4K | 0.04% | +33+0.7% | Added |
| Boston Private Wealth LLC | 4,885 | $220.9K | 0.01% | +16+0.3% | Added |
| International Assets Investment Management, LLC | 4,889 | $221.1K | 0.03% | +4,889 | New |
| Bridgefront Capital, LLC | 4,960 | $224.3K | 0.17% | +4,960 | New |
| Mackenzie Financial Corp | 4,978 | $225.1K | 0.00% | −3,209−39.2% | Reduced |
| Mather Group, LLC. | 5,028 | $227.4K | 0.00% | −273−5.1% | Reduced |
| Profund Advisors LLC | 5,086 | $230.0K | 0.01% | +101+2.0% | Added |
| FourThought Financial Partners, LLC | 5,107 | $230.9K | 0.03% | +35+0.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 5,198 | $235.1K | 0.04% | −133−2.5% | Reduced |
| Dakota Wealth Management | 5,223 | $236.2K | 0.01% | −66,110−92.7% | Reduced |
| Deerfield Management Company, L.P. (Series C) | 5,333 | $241.2K | 0.00% | +5,333 | New |
| IHT Wealth Management, LLC | 5,355 | $242.2K | 0.01% | +6+0.1% | Added |
| Sawtooth Solutions, LLC | 5,362 | $242.5K | 0.01% | −594−10.0% | Reduced |
| Bleakley Financial Group, LLC | 5,362 | $242.5K | 0.01% | −594−10.0% | Reduced |
| CBOE Vest Financial, LLC | 5,436 | $245.8K | 0.01% | +5,436 | New |
| Prossimo Advisors, LLC | 5,480 | $248.0K | 0.53% | +540+10.9% | Added |
| Coastline Trust Co | 5,570 | $251.9K | 0.03% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 5,574 | $252.4K | 0.07% | +5,574 | New |
| Consolidated Planning Corp | 5,603 | $253.4K | 0.05% | +483+9.4% | Added |
| Crawford Investment Counsel Inc | 5,610 | $253.7K | 0.01% | +84+1.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 5,614 | $253.9K | 0.00% | −589−9.5% | Reduced |
| Wintrust Investments LLC | 5,640 | $255.0K | 0.02% | +38+0.7% | Added |
| CIBC Asset Management Inc | 5,650 | $255.5K | 0.00% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 5,668 | $256.3K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 5,712 | $258.3K | 0.05% | +246+4.5% | Added |
| Lion Street Advisors, LLC | 5,751 | $260.1K | 0.11% | 00.0% | Unchanged |
| Fountainhead AM, LLC | 5,772 | $261.0K | 0.07% | +64+1.1% | Added |
| Paulson Wealth Management Inc. | 5,787 | $261.7K | 0.08% | −620−9.7% | Reduced |
| MBM Wealth Consultants, LLC | 5,573 | $261.8K | 0.10% | −365−6.1% | Reduced |
| Glenview Trust Co | 5,863 | $265.1K | 0.01% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 5,915 | $267.5K | 0.07% | 00.0% | Unchanged |
| Arnhold LLC | 6,008 | $271.7K | 0.03% | −3,992−39.9% | Reduced |
| NorthRock Partners, LLC | 6,072 | $274.6K | 0.01% | +1,590+35.5% | Added |
| Atria Wealth Solutions, Inc. | 6,072 | $274.6K | 0.00% | −1,043−14.7% | Reduced |
| Strategic Investment Advisors | 6,116 | $276.6K | 0.04% | −500−7.6% | Reduced |
| Corton Capital Inc. | 6,118 | $276.7K | 0.09% | +6,118 | New |
| Beacon Financial Group | 6,131 | $277.2K | 0.03% | +6,131 | New |
| Veriti Management LLC | 6,168 | $278.9K | 0.02% | +261+4.4% | Added |
| Investors Asset Management of Georgia Inc | 6,175 | $279.2K | 0.14% | −150−2.4% | Reduced |
| Forum Financial Management, LP | 6,195 | $280.1K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 6,315 | $285.6K | 0.00% | −39−0.6% | Reduced |
| Regions Financial Corp | 6,328 | $286.2K | 0.00% | −422−6.3% | Reduced |
| Ballentine Partners, LLC | 6,424 | $290.5K | 0.01% | −905−12.3% | Reduced |
| Bessemer Group Inc | 6,537 | $296.0K | 0.00% | −5,098−43.8% | Reduced |
| Quent Capital, LLC | 6,563 | $296.8K | 0.04% | +433+7.1% | Added |
| Means Investment Co., Inc. | 6,603 | $298.6K | 0.04% | −112−1.7% | Reduced |
| Skopos Labs, Inc. | 6,653 | $300.8K | 0.14% | +6,653 | New |
| Pinkerton Retirement Specialists, LLC | 6,667 | $301.5K | 0.06% | +1,245+23.0% | Added |
| Watershed Asset Management, L.L.C. | 6,672 | $301.7K | 0.35% | +1,639+32.6% | Added |