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 |
|---|---|---|---|---|---|
| Capital Fund Management S.A. | 38,230 | $1.73M | 0.02% | +38,230 | New |
| Susquehanna International Group, LLP | 38,205 | $1.73M | 0.00% | −2,918−7.1% | Reduced |
| New Mexico Educational Retirement Board | 38,200 | $1.73M | 0.07% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 37,663 | $1.70M | 0.19% | +330+0.9% | Added |
| Cipher Capital LP | 36,719 | $1.66M | 0.54% | +19,160+109.1% | Added |
| Engineers Gate Manager LP | 36,442 | $1.65M | 0.05% | −27,504−43.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 36,427 | $1.65M | 0.01% | +2,023+5.9% | Added |
| CoreCap Advisors, LLC | 36,371 | $1.64M | 0.11% | +2,151+6.3% | Added |
| State of Wisconsin Investment Board | 36,106 | $1.63M | 0.00% | −1,092−2.9% | Reduced |
| Investors Research Corp | 36,050 | $1.63M | 0.39% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 36,015 | $1.63M | 0.35% | −1,204−3.2% | Reduced |
| Private Advisor Group, LLC | 35,821 | $1.62M | 0.01% | +330+0.9% | Added |
| Toroso Investments, LLC | 35,428 | $1.60M | 0.04% | +29,885+539.1% | Added |
| Nations Financial Group Inc, | 35,390 | $1.60M | 0.15% | +648+1.9% | Added |
| Pacer Advisors, Inc. | 34,788 | $1.57M | 0.00% | +13,318+62.0% | Added |
| Clearbridge Investments, LLC | 34,343 | $1.55M | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 33,900 | $1.53M | 0.00% | +33,900 | New |
| Crossmark Global Holdings, Inc. | 33,661 | $1.52M | 0.03% | +4,556+15.7% | Added |
| Handelsbanken Fonder AB | 33,607 | $1.52M | 0.01% | +4,100+13.9% | Added |
| Duality Advisers, LP | 33,373 | $1.51M | 0.16% | +11,184+50.4% | Added |
| DGS Capital Management, LLC | 33,149 | $1.50M | 0.58% | −494−1.5% | Reduced |
| BKD Wealth Advisors, LLC | 31,960 | $1.45M | 0.04% | −915−2.8% | Reduced |
| Strategic Global Advisors, LLC | 31,496 | $1.42M | 0.33% | −21,146−40.2% | Reduced |
| Entropy Technologies, LP | 31,001 | $1.40M | 0.26% | +31,001 | New |
| Cresset Asset Management, LLC | 29,644 | $1.34M | 0.01% | −995−3.2% | Reduced |
| The PNC Financial Services Group, Inc. | 29,585 | $1.34M | 0.00% | −1,121−3.7% | Reduced |
| Axq Capital, LP | 29,416 | $1.33M | 0.35% | +18,540+170.5% | Added |
| CIBC World Markets Inc. | 29,264 | $1.32M | 0.00% | +2,162+8.0% | Added |
| Waterfront Wealth Inc. | 28,905 | $1.31M | 0.39% | +1,303+4.7% | Added |
| HighTower Advisors, LLC | 28,254 | $1.27M | 0.00% | +1,156+4.3% | Added |
| NJ State Employees Deferred Compensation Plan | 28,000 | $1.27M | 0.17% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 25,883 | $1.17M | 0.10% | +25,883 | New |
| Sculati Wealth Management, LLC | 25,594 | $1.16M | 0.54% | −753−2.9% | Reduced |
| MAI Capital Management | 25,128 | $1.14M | 0.02% | −5,229−17.2% | Reduced |
| Ascent Group, LLC | 23,347 | $1.13M | 0.11% | −870−3.6% | Reduced |
| Natixis Advisors, L.P. | 24,646 | $1.11M | 0.00% | −2,129−8.0% | Reduced |
| Cetera Investment Advisers | 24,630 | $1.11M | 0.01% | −5,281−17.7% | Reduced |
| Neuberger Berman Group LLC | 24,383 | $1.10M | 0.00% | −3,234−11.7% | Reduced |
| National Bank of Canada | 24,113 | $1.10M | 0.00% | −32,107−57.1% | Reduced |
| Abacus Planning Group, Inc. | 24,229 | $1.10M | 0.23% | −219−0.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 24,016 | $1.09M | 0.20% | −1,597−6.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 23,936 | $1.08M | 0.00% | −261−1.1% | Reduced |
| Eisler Capital (UK) Ltd. | 23,360 | $1.06M | 0.10% | +23,360 | New |
| Xponance, Inc. | 23,174 | $1.05M | 0.01% | +77+0.3% | Added |
| Signaturefd, LLC | 23,136 | $1.05M | 0.02% | −687−2.9% | Reduced |
| Pictet Asset Management Holding SA | 22,996 | $1.04M | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 22,935 | $1.04M | 0.00% | −33,049−59.0% | Reduced |
| Sowell Financial Services LLC | 22,938 | $1.04M | 0.06% | +1,888+9.0% | Added |
| Convergence Investment Partners, LLC | 22,837 | $1.03M | 0.54% | −3,817−14.3% | Reduced |
| Affinity Investment Advisors, LLC | 22,597 | $1.02M | 0.70% | +462+2.1% | Added |
| New York Life Investment Management LLC | 22,226 | $1.01M | 0.01% | +1,349+6.5% | Added |
| Public Employees Retirement Association of Colorado | 22,145 | $1.00M | 0.00% | −1,006−4.3% | Reduced |
| Cerity Partners LLC | 21,924 | $991.2K | 0.00% | +6,338+40.7% | Added |
| Tower Research Capital LLC (TRC) | 21,646 | $978.8K | 0.01% | −1,078−4.7% | Reduced |
| WBI Investments | 21,286 | $962.5K | 0.19% | +13,366+168.8% | Added |
| Jump Financial, LLC | 21,263 | $961.5K | 0.03% | −81,588−79.3% | Reduced |
| Ethic Inc. | 20,976 | $948.5K | 0.03% | +4,000+23.6% | Added |
| MML Investors Services, LLC | 20,684 | $935.0K | 0.00% | +409+2.0% | Added |
| MorganRosel Wealth Management, LLC | 20,557 | $929.6K | 0.36% | −771−3.6% | Reduced |
| M&T Bank Corp | 20,475 | $925.4K | 0.00% | −200−1.0% | Reduced |
| Lifestyle Asset Management, Inc. | 20,354 | $920.4K | 0.51% | −2,353−10.4% | Reduced |
| Polianta Ltd | 20,300 | $917.0K | 0.53% | −1,500−6.9% | Reduced |
| New Century Financial Group, LLC | 20,216 | $914.2K | 0.79% | +20,216 | New |
| Campbell & CO Investment Adviser LLC | 19,981 | $903.5K | 0.08% | −8,646−30.2% | Reduced |
| Stephens Inc | 19,802 | $895.4K | 0.02% | +154+0.8% | Added |
| State of Alaska, Department of Revenue | 19,802 | $895.0K | 0.01% | −2,055−9.4% | Reduced |
| Oppenheimer & Co Inc | 19,772 | $894.1K | 0.02% | −4,553−18.7% | Reduced |
| Ossiam | 19,497 | $881.7K | 0.01% | −988−4.8% | Reduced |
| Asset Management One Co.,Ltd. | 19,453 | $881.0K | 0.00% | −1,262−6.1% | Reduced |
| XML Financial, LLC | 19,380 | $876.4K | 0.09% | −310−1.6% | Reduced |
| United Capital Financial Advisers, LLC | 19,086 | $863.1K | 0.01% | +10,679+127.0% | Added |
| Fox Run Management, L.L.C. | 18,903 | $854.8K | 0.22% | −387−2.0% | Reduced |
| Graham Capital Management, L.P. | 18,890 | $854.2K | 0.03% | +18,890 | New |
| Cetera Advisor Networks LLC | 17,983 | $813.2K | 0.00% | +989+5.8% | Added |
| Commerce Bank | 17,852 | $807.3K | 0.01% | +9,847+123.0% | Added |
| Boxwood Ventures, Inc. | 17,835 | $806.5K | 1.55% | −723−3.9% | Reduced |
| Rockefeller Capital Management L.P. | 17,746 | $802.5K | 0.00% | +289+1.7% | Added |
| Teza Capital Management LLC | 17,051 | $771.0K | 0.13% | +8,725+104.8% | Added |
| Concurrent Investment Advisors, LLC | 16,988 | $768.2K | 0.04% | +16,988 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 16,918 | $765.0K | 0.02% | −60,931−78.3% | Reduced |
| Burns Matteson Capital Management, LLC | 16,587 | $750.3K | 0.53% | −235−1.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 16,132 | $729.5K | 0.01% | −323−2.0% | Reduced |
| Empowered Funds, LLC | 16,071 | $726.7K | 0.02% | +3,411+26.9% | Added |
| Greenleaf Trust | 16,035 | $725.1K | 0.01% | +164+1.0% | Added |
| Estate Counselors, LLC | 16,005 | $723.7K | 0.09% | +25+0.2% | Added |
| BNP Paribas Arbitrage, SA | 16,002 | $723.6K | 0.00% | +514+3.3% | Added |
| Vident Advisory, LLC | 15,991 | $723.1K | 0.02% | +619+4.0% | Added |
| Mercer Global Advisors Inc | 15,835 | $716.0K | 0.00% | +1,462+10.2% | Added |
| Coombe, Bender & Co LLC | 15,508 | $701.3K | 0.44% | −219−1.4% | Reduced |
| Securian Asset Management, Inc | 15,472 | $699.6K | 0.02% | −103−0.7% | Reduced |
| Proequities, Inc. | 15,375 | $695.3K | 0.05% | +2,395+18.5% | Added |
| SummerHaven Investment Management, LLC | 15,373 | $695.2K | 0.45% | +251+1.7% | Added |
| Atlas Capital Advisors LLC | 15,266 | $690.3K | 0.10% | +708+4.9% | Added |
| Maryland State Retirement & Pension System | 14,997 | $678.2K | 0.01% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 14,956 | $676.3K | 0.16% | +134+0.9% | Added |
| Virtus Investment Advisers, Inc. | 14,825 | $670.4K | 0.50% | −9,502−39.1% | Reduced |
| Evergreen Capital Management LLC | 14,564 | $658.6K | 0.03% | +30+0.2% | Added |
| DRW Securities, LLC | 14,500 | $655.7K | 0.02% | +14,500 | New |
| Lingohr & Partner Asset Management GmbH | 14,491 | $650.0K | 1.48% | 00.0% | Unchanged |
| Shell Asset Management Co | 14,316 | $647.0K | 0.03% | +8,459+144.4% | Added |