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 |
|---|---|---|---|---|---|
| Kingsview Wealth Management, LLC | 6,707 | $303.3K | 0.01% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 6,709 | $303.4K | 0.02% | +86+1.3% | Added |
| Regal Investment Advisors LLC | 6,713 | $303.6K | 0.02% | +6,713 | New |
| TownSquare Capital, LLC | 6,760 | $305.7K | 0.01% | +227+3.5% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 6,844 | $309.5K | 0.01% | +6,844 | New |
| Handelsinvest Investeringsforvaltning | 6,870 | $311.0K | 0.13% | +6,870 | New |
| Patten Group, Inc. | 7,231 | $327.0K | 0.09% | +93+1.3% | Added |
| Dorsey & Whitney Trust CO LLC | 7,240 | $327.4K | 0.03% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 7,241 | $327.5K | 0.00% | −19,936−73.4% | Reduced |
| Hanlon Investment Management, Inc. | 7,369 | $333.2K | 0.11% | −760−9.3% | Reduced |
| Wetzel Investment Advisors, Inc. | 7,490 | $339.0K | 0.21% | +7,490 | New |
| Triasima Portfolio Management inc. | 7,600 | $343.7K | 0.03% | −60,665−88.9% | Reduced |
| Savant Capital, LLC | 7,601 | $343.7K | 0.00% | −326−4.1% | Reduced |
| Erste Asset Management GmbH | 7,600 | $344.2K | 0.01% | 00.0% | Unchanged |
| Shelton Capital Management | 7,907 | $357.6K | 0.01% | −720−8.3% | Reduced |
| CAPROCK Group, Inc. | 8,004 | $361.9K | 0.02% | +230+3.0% | Added |
| BancorpSouth Bank | 8,027 | $363.0K | 0.03% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 8,089 | $365.8K | 0.02% | +85+1.1% | Added |
| Global Retirement Partners, LLC | 8,189 | $370.5K | 0.02% | +6,151+301.8% | Added |
| Landscape Capital Management, L.L.C. | 8,285 | $374.6K | 0.03% | +8,285 | New |
| Belpointe Asset Management LLC | 8,393 | $379.6K | 0.03% | +263+3.2% | Added |
| SageView Advisory Group, LLC | 8,128 | $388.9K | 0.02% | +1,017+14.3% | Added |
| My Legacy Advisors, LLC | 8,760 | $396.5K | 0.14% | −70−0.8% | Reduced |
| Ieq Capital, LLC | 8,779 | $397.0K | 0.01% | −245−2.7% | Reduced |
| Accurate Wealth Management, LLC | 8,774 | $397.1K | 0.12% | −2,428−21.7% | Reduced |
| KBC Group NV | 8,803 | $398.0K | 0.00% | +766+9.5% | Added |
| Campion Asset Management LLC | 8,920 | $403.4K | 0.34% | −550−5.8% | Reduced |
| Intech Investment Management LLC | 8,982 | $406.2K | 0.01% | +8,982 | New |
| Gotham Asset Management, LLC | 9,065 | $409.9K | 0.01% | −6,697−42.5% | Reduced |
| Clarius Group, LLC | 9,095 | $411.3K | 0.03% | −343−3.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 9,181 | $415.2K | 0.00% | +112+1.2% | Added |
| Baird Financial Group, Inc. | 9,186 | $415.4K | 0.00% | −3,063−25.0% | Reduced |
| Bank of Nova Scotia | 9,193 | $415.7K | 0.00% | +249+2.8% | Added |
| Old Port Advisors | 9,448 | $427.2K | 0.14% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 9,451 | $427.4K | 0.02% | −302−3.1% | Reduced |
| ProShare Advisors LLC | 9,644 | $436.1K | 0.00% | −287−2.9% | Reduced |
| Mutual Advisors, LLC | 9,701 | $438.7K | 0.02% | −28−0.3% | Reduced |
| Brevan Howard Capital Management LP | 9,742 | $440.5K | 0.04% | +5,659+138.6% | Added |
| Measured Wealth Private Client Group, LLC | 10,300 | $465.8K | 0.17% | −5,491−34.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 10,241 | $473.6K | 0.00% | +1,476+16.8% | Added |
| Old National Bancorp | 10,637 | $481.0K | 0.01% | −50.0% | Reduced |
| Moran Wealth Management, LLC | 10,858 | $491.0K | 0.02% | +10,858 | New |
| Utah Retirement Systems | 10,900 | $492.9K | 0.01% | +200+1.9% | Added |
| Pitcairn Co | 10,915 | $493.6K | 0.04% | −182−1.6% | Reduced |
| Beacon Pointe Advisors, LLC | 10,952 | $495.2K | 0.01% | +207+1.9% | Added |
| First Citizens Bank & Trust Co | 11,012 | $498.0K | 0.01% | −156−1.4% | Reduced |
| Diversified Trust Co | 11,029 | $498.7K | 0.02% | −306−2.7% | Reduced |
| HM Payson & Co | 11,207 | $506.8K | 0.01% | +307+2.8% | Added |
| Financial Advisory Service, Inc. | 11,306 | $511.2K | 0.05% | +90+0.8% | Added |
| Venture Visionary Partners LLC | 11,361 | $513.8K | 0.03% | −2,042−15.2% | Reduced |
| Winton Group Ltd | 11,381 | $514.6K | 0.04% | +248+2.2% | Added |
| Coldstream Capital Management Inc | 11,555 | $522.5K | 0.01% | −264−2.2% | Reduced |
| AE Wealth Management LLC | 11,224 | $532.2K | 0.00% | −3,093−21.6% | Reduced |
| Exchange Traded Concepts, LLC | 11,907 | $538.4K | 0.01% | 00.0% | Unchanged |
| Csenge Advisory Group | 12,163 | $550.0K | 0.03% | −1,763−12.7% | Reduced |
| QRG Capital Management, Inc. | 12,185 | $551.0K | 0.01% | +615+5.3% | Added |
| Patten & Patten Inc | 12,211 | $552.2K | 0.05% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 12,450 | $563.0K | 0.04% | +2,199+21.5% | Added |
| CSS LLC | 12,577 | $568.7K | 0.04% | −385−3.0% | Reduced |
| Westover Capital Advisors, LLC | 12,700 | $574.3K | 0.19% | +7,359+137.8% | Added |
| PEAK6 Investments LLC | 12,896 | $583.2K | 0.03% | +12,896 | New |
| Dumont & Blake Investment Advisors LLC | 13,030 | $589.0K | 0.18% | −180−1.4% | Reduced |
| Relative Value Partners Group, LLC | 13,355 | $603.9K | 0.04% | −48−0.4% | Reduced |
| Wellington Management Group LLP | 13,504 | $610.7K | 0.00% | +13,504 | New |
| BOS Asset Management, LLC | 13,560 | $613.2K | 0.42% | −833−5.8% | Reduced |
| XTX Topco Ltd | 13,652 | $617.3K | 0.14% | +13,652 | New |
| United Services Automobile Association | 13,726 | $620.7K | 0.01% | +1,196+9.5% | Added |
| Twinbeech Capital LP | 13,783 | $623.3K | 0.01% | −277,172−95.3% | Reduced |
| Park Avenue Securities LLC | 13,814 | $625.0K | 0.01% | −2,878−17.2% | Reduced |
| Neumann Capital Management, LLC | 13,883 | $627.8K | 0.25% | 00.0% | Unchanged |
| Advisory Research Inc | 13,893 | $628.2K | 0.10% | −926−6.2% | Reduced |
| Carret Asset Management, LLC | 14,197 | $642.0K | 0.08% | 00.0% | Unchanged |
| Shell Asset Management Co | 14,316 | $647.0K | 0.03% | +8,459+144.4% | Added |
| Lingohr & Partner Asset Management GmbH | 14,491 | $650.0K | 1.48% | 00.0% | Unchanged |
| DRW Securities, LLC | 14,500 | $655.7K | 0.02% | +14,500 | New |
| Evergreen Capital Management LLC | 14,564 | $658.6K | 0.03% | +30+0.2% | Added |
| Virtus Investment Advisers, Inc. | 14,825 | $670.4K | 0.50% | −9,502−39.1% | Reduced |
| Paradigm Financial Partners, LLC | 14,956 | $676.3K | 0.16% | +134+0.9% | Added |
| Maryland State Retirement & Pension System | 14,997 | $678.2K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 15,266 | $690.3K | 0.10% | +708+4.9% | Added |
| SummerHaven Investment Management, LLC | 15,373 | $695.2K | 0.45% | +251+1.7% | Added |
| Proequities, Inc. | 15,375 | $695.3K | 0.05% | +2,395+18.5% | Added |
| Securian Asset Management, Inc | 15,472 | $699.6K | 0.02% | −103−0.7% | Reduced |
| Coombe, Bender & Co LLC | 15,508 | $701.3K | 0.44% | −219−1.4% | Reduced |
| Mercer Global Advisors Inc | 15,835 | $716.0K | 0.00% | +1,462+10.2% | Added |
| Vident Advisory, LLC | 15,991 | $723.1K | 0.02% | +619+4.0% | Added |
| BNP Paribas Arbitrage, SA | 16,002 | $723.6K | 0.00% | +514+3.3% | Added |
| Estate Counselors, LLC | 16,005 | $723.7K | 0.09% | +25+0.2% | Added |
| Greenleaf Trust | 16,035 | $725.1K | 0.01% | +164+1.0% | Added |
| Empowered Funds, LLC | 16,071 | $726.7K | 0.02% | +3,411+26.9% | Added |
| Steward Partners Investment Advisory, LLC | 16,132 | $729.5K | 0.01% | −323−2.0% | Reduced |
| Burns Matteson Capital Management, LLC | 16,587 | $750.3K | 0.53% | −235−1.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 16,918 | $765.0K | 0.02% | −60,931−78.3% | Reduced |
| Concurrent Investment Advisors, LLC | 16,988 | $768.2K | 0.04% | +16,988 | New |
| Teza Capital Management LLC | 17,051 | $771.0K | 0.13% | +8,725+104.8% | Added |
| Rockefeller Capital Management L.P. | 17,746 | $802.5K | 0.00% | +289+1.7% | Added |
| Boxwood Ventures, Inc. | 17,835 | $806.5K | 1.55% | −723−3.9% | Reduced |
| Commerce Bank | 17,852 | $807.3K | 0.01% | +9,847+123.0% | Added |
| Cetera Advisor Networks LLC | 17,983 | $813.2K | 0.00% | +989+5.8% | Added |
| Graham Capital Management, L.P. | 18,890 | $854.2K | 0.03% | +18,890 | New |