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 |
|---|---|---|---|---|---|
| Barnett & Company, Inc. | 154,190 | $6.97M | 5.23% | −9,885−6.0% | Reduced |
| Envestnet Asset Management Inc | 153,841 | $6.96M | 0.00% | −39,883−20.6% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 147,403 | $6.67M | 0.03% | −13,895−8.6% | Reduced |
| Boston Common Asset Management, LLC | 146,364 | $6.62M | 0.15% | −111,509−43.2% | Reduced |
| Natixis | 138,123 | $6.25M | 0.05% | −24,877−15.3% | Reduced |
| Amalgamated Bank | 136,519 | $6.17M | 0.05% | −5,113−3.6% | Reduced |
| Comerica Bank | 136,087 | $6.15M | 0.03% | +5,179+4.0% | Added |
| O'Shaughnessy Asset Management, LLC | 135,751 | $6.14M | 0.08% | −210,707−60.8% | Reduced |
| Ci Investments Inc. | 135,263 | $6.12M | 0.03% | −22,744−14.4% | Reduced |
| Kettle Hill Capital Management, LLC | 132,481 | $5.99M | 1.56% | −133,047−50.1% | Reduced |
| Burney Co | 129,757 | $5.87M | 0.25% | −536−0.4% | Reduced |
| Raymond James & Associates | 125,138 | $5.66M | 0.00% | −122,914−49.6% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 125,002 | $5.65M | 0.14% | −4,578−3.5% | Reduced |
| Algebris (UK) Ltd | 137,734 | $5.64M | 2.95% | −196,597−58.8% | Reduced |
| Wells Fargo & Company | 124,011 | $5.61M | 0.00% | −95,965−43.6% | Reduced |
| Algert Global LLC | 121,694 | $5.50M | 0.22% | 00.0% | Unchanged |
| Trexquant Investment LP | 121,455 | $5.49M | 0.12% | +63,295+108.8% | Added |
| IFG Advisory, LLC | 114,443 | $5.18M | 0.38% | +20,475+21.8% | Added |
| Thrivent Financial for Lutherans | 113,595 | $5.14M | 0.01% | −130,594−53.5% | Reduced |
| Mutual of America Capital Management LLC | 113,515 | $5.13M | 0.06% | −6,234−5.2% | Reduced |
| Quantbot Technologies LP | 113,390 | $5.13M | 0.30% | +113,390 | New |
| Mitsubishi UFJ Trust & Banking Corp | 112,860 | $5.11M | 0.01% | −17,151−13.2% | Reduced |
| Foster & Motley Inc | 112,389 | $5.08M | 0.38% | +2,586+2.4% | Added |
| Artemis Investment Management LLP | 112,195 | $5.07M | 0.07% | −140,219−55.6% | Reduced |
| Bridgewater Associates, LP | 107,355 | $4.85M | 0.03% | +6,377+6.3% | Added |
| State of New Jersey Common Pension Fund D | 104,911 | $4.74M | 0.02% | 00.0% | Unchanged |
| MetLife Investment Management | 103,637 | $4.69M | 0.03% | −1,997−1.9% | Reduced |
| Price T Rowe Associates Inc | 100,475 | $4.54M | 0.00% | +7,318+7.9% | Added |
| US Bancorp | 96,407 | $4.36M | 0.01% | −1,741−1.8% | Reduced |
| AlphaCore Capital LLC | 95,436 | $4.32M | 0.63% | +2,985+3.2% | Added |
| Wealthfront Advisers LLC | 94,726 | $4.28M | 0.02% | −2,352−2.4% | Reduced |
| Dorsey Wright & Associates | 93,524 | $4.23M | 1.29% | −3,320−3.4% | Reduced |
| Janus Henderson Group PLC | 93,008 | $4.20M | 0.00% | −156−0.2% | Reduced |
| Public Employees Retirement System of Ohio | 91,527 | $4.14M | 0.02% | −2,454−2.6% | Reduced |
| Treasurer of the State of North Carolina | 89,955 | $4.07M | 0.02% | +865+1.0% | Added |
| University of Texas/Texas Am Investment Managment Co | 89,469 | $4.05M | 1.11% | +89,469 | New |
| Yousif Capital Management, LLC | 89,355 | $4.04M | 0.05% | −328−0.4% | Reduced |
| Creative Planning | 88,392 | $4.00M | 0.01% | −2,754−3.0% | Reduced |
| Teacher Retirement System of Texas | 88,365 | $4.00M | 0.03% | −36,105−29.0% | Reduced |
| Canada Pension Plan Investment Board | 88,000 | $3.98M | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 85,445 | $3.86M | 0.13% | −394−0.5% | Reduced |
| Ensign Peak Advisors, Inc | 84,980 | $3.84M | 0.01% | +7,387+9.5% | Added |
| Abn Amro Investment Solutions | 84,707 | $3.83M | 0.07% | −73,324−46.4% | Reduced |
| Pinebridge Investments, L.P. | 83,449 | $3.77M | 0.04% | +30,169+56.6% | Added |
| Quantinno Capital Management LP | 80,628 | $3.65M | 0.13% | +3,235+4.2% | Added |
| Macquarie Group Ltd | 75,700 | $3.42M | 0.00% | −305,948−80.2% | Reduced |
| Putnam Investments LLC | 75,336 | $3.41M | 0.00% | +5,086+7.2% | Added |
| apricus wealth, LLC | 74,325 | $3.36M | 2.56% | +1,650+2.3% | Added |
| Hennessy Advisors Inc | 73,600 | $3.33M | 0.17% | +73,600 | New |
| Silver Lake Advisory, LLC | 71,322 | $3.23M | 1.81% | +3,122+4.6% | Added |
| APG Asset Management N.V. | 78,500 | $3.21M | 0.01% | −21,800−21.7% | Reduced |
| Jane Street Group, LLC | 69,097 | $3.12M | 0.00% | −38,893−36.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 68,435 | $3.09M | 0.01% | +6,255+10.1% | Added |
| Point72 Europe (London) LLP | 68,177 | $3.08M | 0.39% | −37,023−35.2% | Reduced |
| Illinois Municipal Retirement Fund | 65,768 | $2.97M | 0.05% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 65,682 | $2.97M | 0.11% | +24,441+59.3% | Added |
| Agf Management Ltd | 65,633 | $2.97M | 0.02% | +4,313+7.0% | Added |
| Zacks Investment Management | 64,755 | $2.93M | 0.04% | −7,535−10.4% | Reduced |
| Occudo Quantitative Strategies LP | 64,206 | $2.90M | 0.39% | +64,206 | New |
| Pathstone Holdings, LLC | 61,979 | $2.80M | 0.02% | +61,979 | New |
| Bank of Montreal | 61,572 | $2.79M | 0.00% | −26,030−29.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 60,910 | $2.75M | 0.03% | −2,900−4.5% | Reduced |
| Alaska Permanent Fund Corp | 60,803 | $2.75M | 0.05% | +9,603+18.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 60,000 | $2.71M | 0.01% | +60,000 | New |
| Auxier Asset Management | 59,297 | $2.68M | 0.43% | −365−0.6% | Reduced |
| Janney Montgomery Scott LLC | 57,915 | $2.62M | 0.01% | −10,104−14.9% | Reduced |
| Verition Fund Management LLC | 55,888 | $2.53M | 0.03% | +55,888 | New |
| Commonwealth Equity Services, LLC | 55,277 | $2.50M | 0.00% | +4,236+8.3% | Added |
| Arizona State Retirement System | 54,686 | $2.47M | 0.02% | −1,425−2.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 54,100 | $2.45M | 0.23% | 00.0% | Unchanged |
| Mariner, LLC | 53,740 | $2.43M | 0.01% | +2,086+4.0% | Added |
| ExodusPoint Capital Management, LP | 52,397 | $2.37M | 0.03% | +17,417+49.8% | Added |
| Advisory Services Network, LLC | 51,873 | $2.35M | 0.06% | −6,717−11.5% | Reduced |
| Oregon Public Employees Retirement Fund | 51,612 | $2.33M | 0.04% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 51,500 | $2.33M | 0.05% | −600−1.2% | Reduced |
| Tudor Investment Corp Et Al | 51,247 | $2.32M | 0.03% | +51,247 | New |
| Mirae Asset Global Investments Co., Ltd. | 50,915 | $2.30M | 0.00% | +30,908+154.5% | Added |
| Hussman Strategic Advisors, Inc. | 50,400 | $2.28M | 0.52% | −12,000−19.2% | Reduced |
| Anchor Investment Management, LLC | 49,403 | $2.23M | 0.26% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 48,908 | $2.21M | 0.04% | +6,159+14.4% | Added |
| Vestcor Inc | 48,363 | $2.19M | 0.07% | +14,316+42.0% | Added |
| JustInvest LLC | 46,895 | $2.12M | 0.05% | +8,574+22.4% | Added |
| STRS Ohio | 46,870 | $2.12M | 0.01% | +8,244+21.3% | Added |
| Nisa Investment Advisors, LLC | 46,107 | $2.08M | 0.01% | +3,700+8.7% | Added |
| State of Tennessee, Treasury Department | 45,221 | $2.04M | 0.01% | −179,400−79.9% | Reduced |
| Shilanski & Associates, Inc. | 45,109 | $2.04M | 0.78% | −117−0.3% | Reduced |
| Ritholtz Wealth Management | 44,566 | $2.02M | 0.08% | −6,013−11.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 44,384 | $2.01M | 0.00% | +36,984+499.8% | Added |
| State of Michigan Retirement System | 44,000 | $1.99M | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 43,900 | $1.99M | 0.05% | +42,900+4,290.0% | Added |
| Kendall Capital Management | 43,225 | $1.95M | 0.76% | −935−2.1% | Reduced |
| Great Diamond Partners, LLC | 42,735 | $1.93M | 0.48% | +1,134+2.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 42,479 | $1.92M | 0.01% | +4,910+13.1% | Added |
| Bokf, NA | 41,119 | $1.86M | 0.04% | +372+0.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 40,789 | $1.84M | 0.05% | +70.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 40,456 | $1.83M | 0.01% | +3,218+8.6% | 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 |
| Citigroup Inc | 39,823 | $1.80M | 0.00% | +5,488+16.0% | Added |
| Federated Hermes, Inc. | 38,834 | $1.76M | 0.00% | −2,456−5.9% | Reduced |