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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.

Institutional holdersQ4 2023: 572 institutions
Q1 2021: 459 institutionsQ2 2021: 451 institutionsQ3 2021: 459 institutionsQ4 2021: 444 institutionsQ1 2022: 466 institutionsQ2 2022: 487 institutionsQ3 2022: 492 institutionsQ4 2022: 528 institutionsQ1 2023: 527 institutionsQ2 2023: 557 institutionsQ3 2023: 580 institutionsQ4 2023: 572 institutionsQ1 2024: 580 institutionsQ2 2024: 579 institutionsQ3 2024: 625 institutionsQ4 2024: 685 institutionsQ1 2025: 729 institutionsQ2 2025: 736 institutionsQ3 2025: 674 institutionsQ4 2025: 699 institutionsQ1 2026: 702 institutionsQ2 2026: 766 institutions
Value heldQ4 2023: $7.51B
Q1 2021: $4.67BQ2 2021: $4.88BQ3 2021: $4.18BQ4 2021: $4.09BQ1 2022: $5.36BQ2 2022: $5.76BQ3 2022: $6.59BQ4 2022: $6.94BQ1 2023: $6.65BQ2 2023: $7.97BQ3 2023: $8.14BQ4 2023: $7.51BQ1 2024: $8.87BQ2 2024: $8.25BQ3 2024: $9.30BQ4 2024: $11.3BQ1 2025: $12.6BQ2 2025: $12.3BQ3 2025: $10.4BQ4 2025: $11.3BQ1 2026: $9.25BQ2 2026: $12.6B
Institutions holding UNM and their total value by quarter
QuarterHoldersValue
Q2 2026766$12.6B
Q1 2026702$9.25B
Q4 2025699$11.3B
Q3 2025674$10.4B
Q2 2025736$12.3B
Q1 2025729$12.6B
Q4 2024685$11.3B
Q3 2024625$9.30B
Q2 2024579$8.25B
Q1 2024580$8.87B
Q4 2023572$7.51B
Q3 2023580$8.14B
Q2 2023557$7.97B
Q1 2023527$6.65B
Q4 2022528$6.94B
Q3 2022492$6.59B
Q2 2022487$5.76B
Q1 2022466$5.36B
Q4 2021444$4.09B
Q3 2021459$4.18B
Q2 2021451$4.88B
Q1 2021459$4.67B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Unum Group; share changes are against Q3 2023.

Institutions holding UNM in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Symmetry Partners, LLC0$00.00%−11,318−100.0%Sold out
Westpac Banking Corp0$00.00%−11,000−100.0%Sold out
Seven Eight Capital, LP0$00.00%−10,546−100.0%Sold out
Independent Solutions Wealth Management, LLC0$00.00%−10,522−100.0%Sold out
Sigma Planning Corp0$00.00%−10,276−100.0%Sold out
Stokes Family Office, LLC0$00.00%−10,016−100.0%Sold out
Capula Management Ltd0$00.00%−9,920−100.0%Sold out
Advisors Asset Management, Inc.0$00.00%−9,282−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−8,524−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−8,489−100.0%Sold out
HB Wealth Management, LLC0$00.00%−7,967−100.0%Sold out
Nebula Research & Development LLC0$00.00%−7,565−100.0%Sold out
Aristides Capital LLC0$00.00%−6,000−100.0%Sold out
TriaGen Wealth Management LLC0$00.00%−5,844−100.0%Sold out
Sherbrooke Park Advisers LLC0$00.00%−5,705−100.0%Sold out
Alpha Cubed Investments, LLC0$00.00%−5,500−100.0%Sold out
Continuum Advisory, LLC0$00.00%−5,028−100.0%Sold out
Raymond James Trust N.A.0$00.00%−5,008−100.0%Sold out
Coastal Investment Advisors, Inc.0$00.00%−5,099−100.0%Sold out
Paragon Capital Management Ltd0$00.00%−4,908−100.0%Sold out
Aigen Investment Management, LP0$00.00%−4,527−100.0%Sold out
BluePath Capital Management, LLC0$00.00%−4,444−100.0%Sold out
Petrus Trust Company, LTA0$00.00%−4,260−100.0%Sold out
Jacobi Capital Management LLC0$00.00%−4,227−100.0%Sold out
Financial Counselors Inc0$00.00%−4,165−100.0%Sold out
Stratos Wealth Partners, LTD.0$00.00%−4,144−100.0%Sold out
Headinvest, LLC0$00.00%−3,770−100.0%Sold out
C M Bidwell & Associates Ltd0$00.00%−3,459−100.0%Sold out
Counterpoint Mutual Funds LLC0$00.00%−2,603−100.0%Sold out
Newbridge Financial Services Group, Inc.0$00.00%−1,639−100.0%Sold out
Neo Ivy Capital Management0$00.00%−728−100.0%Sold out
Blue Bell Private Wealth Management, LLC0$00.00%−561−100.0%Sold out
Silver Oak Securities, Inc0$00.00%−500−100.0%Sold out
Baker Avenue Asset Management, LP0$00.00%−490−100.0%Sold out
Bartlett & Co. Wealth Management LLC0$00.00%−392−100.0%Sold out
Bartlett & Co. LLC0$00.00%−392−100.0%Sold out
Brown, Lisle/Cummings, Inc.0$00.00%−250−100.0%Sold out
Flaharty Asset Management, LLC0$00.00%−97−100.0%Sold out
Northwest Investment Counselors, LLC0$00.00%−95−100.0%Sold out
Earnest Partners LLC0$00.00%−81−100.0%Sold out
Authentikos Wealth Advisory, LLC0$00.00%−43−100.0%Sold out
Capital Analysts, LLC0$00.00%−15−100.0%Sold out
SkyView Investment Advisors, LLC0$00.00%−21−100.0%Sold out
Spire Wealth Management0$00.00%−18−100.0%Sold out
Horizon Investments, LLC0$00.00%−13−100.0%Sold out
Virginia Retirement Systems Et Al––––Not filed
BTC Capital Management, Inc.––––Not filed
Advisor Partners II, LLC––––Not filed
Pathstone Family Office, LLC––––Not filed
Newport Capital Group, LLC––––Not filed
Tiedemann Advisors, LLC––––Not filed
Steward Financial Group LLC––––Not filed
Sutton Wealth Advisors Inc.––––Not filed