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 |
|---|---|---|---|---|---|
| Fox Run Management, L.L.C. | 18,903 | $854.8K | 0.22% | −387−2.0% | Reduced |
| United Capital Financial Advisers, LLC | 19,086 | $863.1K | 0.01% | +10,679+127.0% | Added |
| XML Financial, LLC | 19,380 | $876.4K | 0.09% | −310−1.6% | Reduced |
| Asset Management One Co.,Ltd. | 19,453 | $881.0K | 0.00% | −1,262−6.1% | Reduced |
| Ossiam | 19,497 | $881.7K | 0.01% | −988−4.8% | Reduced |
| Oppenheimer & Co Inc | 19,772 | $894.1K | 0.02% | −4,553−18.7% | Reduced |
| State of Alaska, Department of Revenue | 19,802 | $895.0K | 0.01% | −2,055−9.4% | Reduced |
| Stephens Inc | 19,802 | $895.4K | 0.02% | +154+0.8% | Added |
| Campbell & CO Investment Adviser LLC | 19,981 | $903.5K | 0.08% | −8,646−30.2% | Reduced |
| New Century Financial Group, LLC | 20,216 | $914.2K | 0.79% | +20,216 | New |
| Polianta Ltd | 20,300 | $917.0K | 0.53% | −1,500−6.9% | Reduced |
| Lifestyle Asset Management, Inc. | 20,354 | $920.4K | 0.51% | −2,353−10.4% | Reduced |
| M&T Bank Corp | 20,475 | $925.4K | 0.00% | −200−1.0% | Reduced |
| MorganRosel Wealth Management, LLC | 20,557 | $929.6K | 0.36% | −771−3.6% | Reduced |
| MML Investors Services, LLC | 20,684 | $935.0K | 0.00% | +409+2.0% | Added |
| Ethic Inc. | 20,976 | $948.5K | 0.03% | +4,000+23.6% | Added |
| Jump Financial, LLC | 21,263 | $961.5K | 0.03% | −81,588−79.3% | Reduced |
| WBI Investments | 21,286 | $962.5K | 0.19% | +13,366+168.8% | Added |
| Tower Research Capital LLC (TRC) | 21,646 | $978.8K | 0.01% | −1,078−4.7% | Reduced |
| Cerity Partners LLC | 21,924 | $991.2K | 0.00% | +6,338+40.7% | Added |
| Public Employees Retirement Association of Colorado | 22,145 | $1.00M | 0.00% | −1,006−4.3% | Reduced |
| New York Life Investment Management LLC | 22,226 | $1.01M | 0.01% | +1,349+6.5% | Added |
| Affinity Investment Advisors, LLC | 22,597 | $1.02M | 0.70% | +462+2.1% | Added |
| Convergence Investment Partners, LLC | 22,837 | $1.03M | 0.54% | −3,817−14.3% | Reduced |
| Sowell Financial Services LLC | 22,938 | $1.04M | 0.06% | +1,888+9.0% | Added |
| Balyasny Asset Management LLC | 22,935 | $1.04M | 0.00% | −33,049−59.0% | Reduced |
| Pictet Asset Management Holding SA | 22,996 | $1.04M | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 23,136 | $1.05M | 0.02% | −687−2.9% | Reduced |
| Xponance, Inc. | 23,174 | $1.05M | 0.01% | +77+0.3% | Added |
| Eisler Capital (UK) Ltd. | 23,360 | $1.06M | 0.10% | +23,360 | New |
| Wealth Enhancement Advisory Services, LLC | 23,936 | $1.08M | 0.00% | −261−1.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 24,016 | $1.09M | 0.20% | −1,597−6.2% | Reduced |
| Abacus Planning Group, Inc. | 24,229 | $1.10M | 0.23% | −219−0.9% | Reduced |
| National Bank of Canada | 24,113 | $1.10M | 0.00% | −32,107−57.1% | Reduced |
| Neuberger Berman Group LLC | 24,383 | $1.10M | 0.00% | −3,234−11.7% | Reduced |
| Cetera Investment Advisers | 24,630 | $1.11M | 0.01% | −5,281−17.7% | Reduced |
| Natixis Advisors, L.P. | 24,646 | $1.11M | 0.00% | −2,129−8.0% | Reduced |
| Ascent Group, LLC | 23,347 | $1.13M | 0.11% | −870−3.6% | Reduced |
| MAI Capital Management | 25,128 | $1.14M | 0.02% | −5,229−17.2% | Reduced |
| Sculati Wealth Management, LLC | 25,594 | $1.16M | 0.54% | −753−2.9% | Reduced |
| Gsa Capital Partners LLP | 25,883 | $1.17M | 0.10% | +25,883 | New |
| NJ State Employees Deferred Compensation Plan | 28,000 | $1.27M | 0.17% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 28,254 | $1.27M | 0.00% | +1,156+4.3% | Added |
| Waterfront Wealth Inc. | 28,905 | $1.31M | 0.39% | +1,303+4.7% | Added |
| CIBC World Markets Inc. | 29,264 | $1.32M | 0.00% | +2,162+8.0% | Added |
| Axq Capital, LP | 29,416 | $1.33M | 0.35% | +18,540+170.5% | Added |
| The PNC Financial Services Group, Inc. | 29,585 | $1.34M | 0.00% | −1,121−3.7% | Reduced |
| Cresset Asset Management, LLC | 29,644 | $1.34M | 0.01% | −995−3.2% | Reduced |
| Entropy Technologies, LP | 31,001 | $1.40M | 0.26% | +31,001 | New |
| Strategic Global Advisors, LLC | 31,496 | $1.42M | 0.33% | −21,146−40.2% | Reduced |
| BKD Wealth Advisors, LLC | 31,960 | $1.45M | 0.04% | −915−2.8% | Reduced |
| DGS Capital Management, LLC | 33,149 | $1.50M | 0.58% | −494−1.5% | Reduced |
| Duality Advisers, LP | 33,373 | $1.51M | 0.16% | +11,184+50.4% | Added |
| Handelsbanken Fonder AB | 33,607 | $1.52M | 0.01% | +4,100+13.9% | Added |
| Crossmark Global Holdings, Inc. | 33,661 | $1.52M | 0.03% | +4,556+15.7% | Added |
| Toronto Dominion Bank | 33,900 | $1.53M | 0.00% | +33,900 | New |
| Clearbridge Investments, LLC | 34,343 | $1.55M | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 34,788 | $1.57M | 0.00% | +13,318+62.0% | Added |
| Nations Financial Group Inc, | 35,390 | $1.60M | 0.15% | +648+1.9% | Added |
| Toroso Investments, LLC | 35,428 | $1.60M | 0.04% | +29,885+539.1% | Added |
| Private Advisor Group, LLC | 35,821 | $1.62M | 0.01% | +330+0.9% | Added |
| Aviance Capital Partners, LLC | 36,015 | $1.63M | 0.35% | −1,204−3.2% | Reduced |
| Investors Research Corp | 36,050 | $1.63M | 0.39% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 36,106 | $1.63M | 0.00% | −1,092−2.9% | Reduced |
| CoreCap Advisors, LLC | 36,371 | $1.64M | 0.11% | +2,151+6.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 36,427 | $1.65M | 0.01% | +2,023+5.9% | Added |
| Engineers Gate Manager LP | 36,442 | $1.65M | 0.05% | −27,504−43.0% | Reduced |
| Cipher Capital LP | 36,719 | $1.66M | 0.54% | +19,160+109.1% | Added |
| Naples Global Advisors, LLC | 37,663 | $1.70M | 0.19% | +330+0.9% | Added |
| New Mexico Educational Retirement Board | 38,200 | $1.73M | 0.07% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 38,205 | $1.73M | 0.00% | −2,918−7.1% | Reduced |
| Capital Fund Management S.A. | 38,230 | $1.73M | 0.02% | +38,230 | New |
| Federated Hermes, Inc. | 38,834 | $1.76M | 0.00% | −2,456−5.9% | Reduced |
| Citigroup Inc | 39,823 | $1.80M | 0.00% | +5,488+16.0% | Added |
| Boston Financial Mangement LLC | 40,000 | $1.81M | 0.06% | 00.0% | Unchanged |
| Miller Howard Investments Inc | 40,000 | $1.81M | 0.06% | +40,000 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 40,456 | $1.83M | 0.01% | +3,218+8.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 40,789 | $1.84M | 0.05% | +70.0% | Added |
| Bokf, NA | 41,119 | $1.86M | 0.04% | +372+0.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 42,479 | $1.92M | 0.01% | +4,910+13.1% | Added |
| Great Diamond Partners, LLC | 42,735 | $1.93M | 0.48% | +1,134+2.7% | Added |
| Kendall Capital Management | 43,225 | $1.95M | 0.76% | −935−2.1% | Reduced |
| Aquatic Capital Management LLC | 43,900 | $1.99M | 0.05% | +42,900+4,290.0% | Added |
| State of Michigan Retirement System | 44,000 | $1.99M | 0.01% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 44,384 | $2.01M | 0.00% | +36,984+499.8% | Added |
| Ritholtz Wealth Management | 44,566 | $2.02M | 0.08% | −6,013−11.9% | Reduced |
| Shilanski & Associates, Inc. | 45,109 | $2.04M | 0.78% | −117−0.3% | Reduced |
| State of Tennessee, Treasury Department | 45,221 | $2.04M | 0.01% | −179,400−79.9% | Reduced |
| Nisa Investment Advisors, LLC | 46,107 | $2.08M | 0.01% | +3,700+8.7% | Added |
| STRS Ohio | 46,870 | $2.12M | 0.01% | +8,244+21.3% | Added |
| JustInvest LLC | 46,895 | $2.12M | 0.05% | +8,574+22.4% | Added |
| Vestcor Inc | 48,363 | $2.19M | 0.07% | +14,316+42.0% | Added |
| Integrated Wealth Concepts LLC | 48,908 | $2.21M | 0.04% | +6,159+14.4% | Added |
| Anchor Investment Management, LLC | 49,403 | $2.23M | 0.26% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 50,400 | $2.28M | 0.52% | −12,000−19.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 50,915 | $2.30M | 0.00% | +30,908+154.5% | Added |
| Tudor Investment Corp Et Al | 51,247 | $2.32M | 0.03% | +51,247 | New |
| Louisiana State Employees Retirement System | 51,500 | $2.33M | 0.05% | −600−1.2% | Reduced |
| Oregon Public Employees Retirement Fund | 51,612 | $2.33M | 0.04% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 51,873 | $2.35M | 0.06% | −6,717−11.5% | Reduced |