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 |
|---|---|---|---|---|---|
| ExodusPoint Capital Management, LP | 52,397 | $2.37M | 0.03% | +17,417+49.8% | Added |
| Mariner, LLC | 53,740 | $2.43M | 0.01% | +2,086+4.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 54,100 | $2.45M | 0.23% | 00.0% | Unchanged |
| Arizona State Retirement System | 54,686 | $2.47M | 0.02% | −1,425−2.5% | Reduced |
| Commonwealth Equity Services, LLC | 55,277 | $2.50M | 0.00% | +4,236+8.3% | Added |
| Verition Fund Management LLC | 55,888 | $2.53M | 0.03% | +55,888 | New |
| Janney Montgomery Scott LLC | 57,915 | $2.62M | 0.01% | −10,104−14.9% | Reduced |
| Auxier Asset Management | 59,297 | $2.68M | 0.43% | −365−0.6% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 60,000 | $2.71M | 0.01% | +60,000 | New |
| Alaska Permanent Fund Corp | 60,803 | $2.75M | 0.05% | +9,603+18.8% | Added |
| Teachers Retirement System of the State of Kentucky | 60,910 | $2.75M | 0.03% | −2,900−4.5% | Reduced |
| Bank of Montreal | 61,572 | $2.79M | 0.00% | −26,030−29.7% | Reduced |
| Pathstone Holdings, LLC | 61,979 | $2.80M | 0.02% | +61,979 | New |
| Occudo Quantitative Strategies LP | 64,206 | $2.90M | 0.39% | +64,206 | New |
| Zacks Investment Management | 64,755 | $2.93M | 0.04% | −7,535−10.4% | Reduced |
| Agf Management Ltd | 65,633 | $2.97M | 0.02% | +4,313+7.0% | Added |
| Ameritas Investment Partners, Inc. | 65,682 | $2.97M | 0.11% | +24,441+59.3% | Added |
| Illinois Municipal Retirement Fund | 65,768 | $2.97M | 0.05% | 00.0% | Unchanged |
| Point72 Europe (London) LLP | 68,177 | $3.08M | 0.39% | −37,023−35.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 68,435 | $3.09M | 0.01% | +6,255+10.1% | Added |
| Jane Street Group, LLC | 69,097 | $3.12M | 0.00% | −38,893−36.0% | Reduced |
| APG Asset Management N.V. | 78,500 | $3.21M | 0.01% | −21,800−21.7% | Reduced |
| Silver Lake Advisory, LLC | 71,322 | $3.23M | 1.81% | +3,122+4.6% | Added |
| Hennessy Advisors Inc | 73,600 | $3.33M | 0.17% | +73,600 | New |
| apricus wealth, LLC | 74,325 | $3.36M | 2.56% | +1,650+2.3% | Added |
| Putnam Investments LLC | 75,336 | $3.41M | 0.00% | +5,086+7.2% | Added |
| Macquarie Group Ltd | 75,700 | $3.42M | 0.00% | −305,948−80.2% | Reduced |
| Quantinno Capital Management LP | 80,628 | $3.65M | 0.13% | +3,235+4.2% | Added |
| Pinebridge Investments, L.P. | 83,449 | $3.77M | 0.04% | +30,169+56.6% | Added |
| Abn Amro Investment Solutions | 84,707 | $3.83M | 0.07% | −73,324−46.4% | Reduced |
| Ensign Peak Advisors, Inc | 84,980 | $3.84M | 0.01% | +7,387+9.5% | Added |
| First Horizon Advisors, Inc. | 85,445 | $3.86M | 0.13% | −394−0.5% | Reduced |
| Canada Pension Plan Investment Board | 88,000 | $3.98M | 0.01% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 88,365 | $4.00M | 0.03% | −36,105−29.0% | Reduced |
| Creative Planning | 88,392 | $4.00M | 0.01% | −2,754−3.0% | Reduced |
| Yousif Capital Management, LLC | 89,355 | $4.04M | 0.05% | −328−0.4% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 89,469 | $4.05M | 1.11% | +89,469 | New |
| Treasurer of the State of North Carolina | 89,955 | $4.07M | 0.02% | +865+1.0% | Added |
| Public Employees Retirement System of Ohio | 91,527 | $4.14M | 0.02% | −2,454−2.6% | Reduced |
| Janus Henderson Group PLC | 93,008 | $4.20M | 0.00% | −156−0.2% | Reduced |
| Dorsey Wright & Associates | 93,524 | $4.23M | 1.29% | −3,320−3.4% | Reduced |
| Wealthfront Advisers LLC | 94,726 | $4.28M | 0.02% | −2,352−2.4% | Reduced |
| AlphaCore Capital LLC | 95,436 | $4.32M | 0.63% | +2,985+3.2% | Added |
| US Bancorp | 96,407 | $4.36M | 0.01% | −1,741−1.8% | Reduced |
| Price T Rowe Associates Inc | 100,475 | $4.54M | 0.00% | +7,318+7.9% | Added |
| MetLife Investment Management | 103,637 | $4.69M | 0.03% | −1,997−1.9% | Reduced |
| State of New Jersey Common Pension Fund D | 104,911 | $4.74M | 0.02% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 107,355 | $4.85M | 0.03% | +6,377+6.3% | Added |
| Artemis Investment Management LLP | 112,195 | $5.07M | 0.07% | −140,219−55.6% | Reduced |
| Foster & Motley Inc | 112,389 | $5.08M | 0.38% | +2,586+2.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 112,860 | $5.11M | 0.01% | −17,151−13.2% | Reduced |
| Quantbot Technologies LP | 113,390 | $5.13M | 0.30% | +113,390 | New |
| Mutual of America Capital Management LLC | 113,515 | $5.13M | 0.06% | −6,234−5.2% | Reduced |
| Thrivent Financial for Lutherans | 113,595 | $5.14M | 0.01% | −130,594−53.5% | Reduced |
| IFG Advisory, LLC | 114,443 | $5.18M | 0.38% | +20,475+21.8% | Added |
| Trexquant Investment LP | 121,455 | $5.49M | 0.12% | +63,295+108.8% | Added |
| Algert Global LLC | 121,694 | $5.50M | 0.22% | 00.0% | Unchanged |
| Wells Fargo & Company | 124,011 | $5.61M | 0.00% | −95,965−43.6% | Reduced |
| Algebris (UK) Ltd | 137,734 | $5.64M | 2.95% | −196,597−58.8% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 125,002 | $5.65M | 0.14% | −4,578−3.5% | Reduced |
| Raymond James & Associates | 125,138 | $5.66M | 0.00% | −122,914−49.6% | Reduced |
| Burney Co | 129,757 | $5.87M | 0.25% | −536−0.4% | Reduced |
| Kettle Hill Capital Management, LLC | 132,481 | $5.99M | 1.56% | −133,047−50.1% | Reduced |
| Ci Investments Inc. | 135,263 | $6.12M | 0.03% | −22,744−14.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 135,751 | $6.14M | 0.08% | −210,707−60.8% | Reduced |
| Comerica Bank | 136,087 | $6.15M | 0.03% | +5,179+4.0% | Added |
| Amalgamated Bank | 136,519 | $6.17M | 0.05% | −5,113−3.6% | Reduced |
| Natixis | 138,123 | $6.25M | 0.05% | −24,877−15.3% | Reduced |
| Boston Common Asset Management, LLC | 146,364 | $6.62M | 0.15% | −111,509−43.2% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 147,403 | $6.67M | 0.03% | −13,895−8.6% | Reduced |
| Envestnet Asset Management Inc | 153,841 | $6.96M | 0.00% | −39,883−20.6% | Reduced |
| Barnett & Company, Inc. | 154,190 | $6.97M | 5.23% | −9,885−6.0% | Reduced |
| Great West Life Assurance Co | 155,871 | $7.03M | 0.02% | −42,642−21.5% | Reduced |
| DekaBank Deutsche Girozentrale | 159,686 | $7.12M | 0.01% | +64,884+68.4% | Added |
| Texas Permanent School Fund | 158,383 | $7.16M | 0.06% | +2,209+1.4% | Added |
| Deutsche Bank AG | 160,794 | $7.27M | 0.00% | +130,965+439.1% | Added |
| State Board of Administration of Florida Retirement System | 164,422 | $7.44M | 0.02% | +88+0.1% | Added |
| New York State Common Retirement Fund | 166,336 | $7.52M | 0.01% | −41,369−19.9% | Reduced |
| CI Private Wealth, LLC | 170,999 | $7.73M | 0.01% | −13,757−7.4% | Reduced |
| South Dakota Investment Council | 176,596 | $7.99M | 0.17% | +87,428+98.0% | Added |
| M&G Investment Management Ltd | 177,585 | $7.99M | 0.05% | +13,968+8.5% | Added |
| Jacobs Levy Equity Management, Inc | 179,151 | $8.10M | 0.04% | +44,280+32.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 180,905 | $8.18M | 0.04% | +180,905 | New |
| SEI Investments Co | 183,502 | $8.30M | 0.01% | −56,041−23.4% | Reduced |
| HSBC Holdings PLC | 189,308 | $8.57M | 0.01% | +145,993+337.0% | Added |
| AXA S.A. | 191,200 | $8.65M | 0.03% | −151,900−44.3% | Reduced |
| American Century Companies Inc | 199,066 | $9.00M | 0.01% | −23,812−10.7% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 208,283 | $9.42M | 0.05% | −331,469−61.4% | Reduced |
| California State Teachers Retirement System | 208,735 | $9.44M | 0.01% | −11,474−5.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 210,566 | $9.52M | 0.02% | −90,160−30.0% | Reduced |
| Captrust Financial Advisors | 211,811 | $9.58M | 0.03% | +5,694+2.8% | Added |
| New York State Teachers Retirement System | 218,136 | $9.86M | 0.02% | −226−0.1% | Reduced |
| Stifel Financial Corp | 220,689 | $9.98M | 0.01% | −19,687−8.2% | Reduced |
| NewSquare Capital LLC | 228,132 | $10.2M | 0.97% | +10,021+4.6% | Added |
| Russell Investments Group, Ltd. | 226,051 | $10.2M | 0.02% | +94,639+72.0% | Added |
| Amundi | 237,726 | $10.8M | 0.00% | +237,630+247,531.3% | Added |
| Glenmede Trust Co NA | 238,978 | $10.8M | 0.06% | +15,749+7.1% | Added |
| Cubist Systematic Strategies, LLC | 242,623 | $11.0M | 0.14% | +89,285+58.2% | Added |
| American International Group, Inc. | 247,763 | $11.2M | 0.05% | −11,423−4.4% | Reduced |
| Gateway Investment Advisers LLC | 251,047 | $11.4M | 0.13% | −494−0.2% | Reduced |