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 |
|---|---|---|---|---|---|
| Carret Asset Management, LLC | 14,197 | $642.0K | 0.08% | 00.0% | Unchanged |
| Advisory Research Inc | 13,893 | $628.2K | 0.10% | −926−6.2% | Reduced |
| Neumann Capital Management, LLC | 13,883 | $627.8K | 0.25% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 13,814 | $625.0K | 0.01% | −2,878−17.2% | Reduced |
| Twinbeech Capital LP | 13,783 | $623.3K | 0.01% | −277,172−95.3% | Reduced |
| United Services Automobile Association | 13,726 | $620.7K | 0.01% | +1,196+9.5% | Added |
| XTX Topco Ltd | 13,652 | $617.3K | 0.14% | +13,652 | New |
| BOS Asset Management, LLC | 13,560 | $613.2K | 0.42% | −833−5.8% | Reduced |
| Wellington Management Group LLP | 13,504 | $610.7K | 0.00% | +13,504 | New |
| Relative Value Partners Group, LLC | 13,355 | $603.9K | 0.04% | −48−0.4% | Reduced |
| Dumont & Blake Investment Advisors LLC | 13,030 | $589.0K | 0.18% | −180−1.4% | Reduced |
| PEAK6 Investments LLC | 12,896 | $583.2K | 0.03% | +12,896 | New |
| Westover Capital Advisors, LLC | 12,700 | $574.3K | 0.19% | +7,359+137.8% | Added |
| CSS LLC | 12,577 | $568.7K | 0.04% | −385−3.0% | Reduced |
| Ashton Thomas Private Wealth, LLC | 12,450 | $563.0K | 0.04% | +2,199+21.5% | Added |
| Patten & Patten Inc | 12,211 | $552.2K | 0.05% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 12,185 | $551.0K | 0.01% | +615+5.3% | Added |
| Csenge Advisory Group | 12,163 | $550.0K | 0.03% | −1,763−12.7% | Reduced |
| Exchange Traded Concepts, LLC | 11,907 | $538.4K | 0.01% | 00.0% | Unchanged |
| AE Wealth Management LLC | 11,224 | $532.2K | 0.00% | −3,093−21.6% | Reduced |
| Coldstream Capital Management Inc | 11,555 | $522.5K | 0.01% | −264−2.2% | Reduced |
| Winton Group Ltd | 11,381 | $514.6K | 0.04% | +248+2.2% | Added |
| Venture Visionary Partners LLC | 11,361 | $513.8K | 0.03% | −2,042−15.2% | Reduced |
| Financial Advisory Service, Inc. | 11,306 | $511.2K | 0.05% | +90+0.8% | Added |
| HM Payson & Co | 11,207 | $506.8K | 0.01% | +307+2.8% | Added |
| Diversified Trust Co | 11,029 | $498.7K | 0.02% | −306−2.7% | Reduced |
| First Citizens Bank & Trust Co | 11,012 | $498.0K | 0.01% | −156−1.4% | Reduced |
| Beacon Pointe Advisors, LLC | 10,952 | $495.2K | 0.01% | +207+1.9% | Added |
| Pitcairn Co | 10,915 | $493.6K | 0.04% | −182−1.6% | Reduced |
| Utah Retirement Systems | 10,900 | $492.9K | 0.01% | +200+1.9% | Added |
| Moran Wealth Management, LLC | 10,858 | $491.0K | 0.02% | +10,858 | New |
| Old National Bancorp | 10,637 | $481.0K | 0.01% | −50.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 10,241 | $473.6K | 0.00% | +1,476+16.8% | Added |
| Measured Wealth Private Client Group, LLC | 10,300 | $465.8K | 0.17% | −5,491−34.8% | Reduced |
| Brevan Howard Capital Management LP | 9,742 | $440.5K | 0.04% | +5,659+138.6% | Added |
| Mutual Advisors, LLC | 9,701 | $438.7K | 0.02% | −28−0.3% | Reduced |
| ProShare Advisors LLC | 9,644 | $436.1K | 0.00% | −287−2.9% | Reduced |
| Wetherby Asset Management Inc | 9,451 | $427.4K | 0.02% | −302−3.1% | Reduced |
| Old Port Advisors | 9,448 | $427.2K | 0.14% | 00.0% | Unchanged |
| Bank of Nova Scotia | 9,193 | $415.7K | 0.00% | +249+2.8% | Added |
| Baird Financial Group, Inc. | 9,186 | $415.4K | 0.00% | −3,063−25.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 9,181 | $415.2K | 0.00% | +112+1.2% | Added |
| Clarius Group, LLC | 9,095 | $411.3K | 0.03% | −343−3.6% | Reduced |
| Gotham Asset Management, LLC | 9,065 | $409.9K | 0.01% | −6,697−42.5% | Reduced |
| Intech Investment Management LLC | 8,982 | $406.2K | 0.01% | +8,982 | New |
| Campion Asset Management LLC | 8,920 | $403.4K | 0.34% | −550−5.8% | Reduced |
| KBC Group NV | 8,803 | $398.0K | 0.00% | +766+9.5% | Added |
| Accurate Wealth Management, LLC | 8,774 | $397.1K | 0.12% | −2,428−21.7% | Reduced |
| Ieq Capital, LLC | 8,779 | $397.0K | 0.01% | −245−2.7% | Reduced |
| My Legacy Advisors, LLC | 8,760 | $396.5K | 0.14% | −70−0.8% | Reduced |
| SageView Advisory Group, LLC | 8,128 | $388.9K | 0.02% | +1,017+14.3% | Added |
| Belpointe Asset Management LLC | 8,393 | $379.6K | 0.03% | +263+3.2% | Added |
| Landscape Capital Management, L.L.C. | 8,285 | $374.6K | 0.03% | +8,285 | New |
| Global Retirement Partners, LLC | 8,189 | $370.5K | 0.02% | +6,151+301.8% | Added |
| J.W. Cole Advisors, Inc. | 8,089 | $365.8K | 0.02% | +85+1.1% | Added |
| BancorpSouth Bank | 8,027 | $363.0K | 0.03% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 8,004 | $361.9K | 0.02% | +230+3.0% | Added |
| Shelton Capital Management | 7,907 | $357.6K | 0.01% | −720−8.3% | Reduced |
| Erste Asset Management GmbH | 7,600 | $344.2K | 0.01% | 00.0% | Unchanged |
| Savant Capital, LLC | 7,601 | $343.7K | 0.00% | −326−4.1% | Reduced |
| Triasima Portfolio Management inc. | 7,600 | $343.7K | 0.03% | −60,665−88.9% | Reduced |
| Wetzel Investment Advisors, Inc. | 7,490 | $339.0K | 0.21% | +7,490 | New |
| Hanlon Investment Management, Inc. | 7,369 | $333.2K | 0.11% | −760−9.3% | Reduced |
| Kestra Advisory Services, LLC | 7,241 | $327.5K | 0.00% | −19,936−73.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 7,240 | $327.4K | 0.03% | 00.0% | Unchanged |
| Patten Group, Inc. | 7,231 | $327.0K | 0.09% | +93+1.3% | Added |
| Handelsinvest Investeringsforvaltning | 6,870 | $311.0K | 0.13% | +6,870 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 6,844 | $309.5K | 0.01% | +6,844 | New |
| TownSquare Capital, LLC | 6,760 | $305.7K | 0.01% | +227+3.5% | Added |
| Regal Investment Advisors LLC | 6,713 | $303.6K | 0.02% | +6,713 | New |
| Eqis Capital Management, Inc. | 6,709 | $303.4K | 0.02% | +86+1.3% | Added |
| Kingsview Wealth Management, LLC | 6,707 | $303.3K | 0.01% | 00.0% | Unchanged |
| Watershed Asset Management, L.L.C. | 6,672 | $301.7K | 0.35% | +1,639+32.6% | Added |
| Pinkerton Retirement Specialists, LLC | 6,667 | $301.5K | 0.06% | +1,245+23.0% | Added |
| Skopos Labs, Inc. | 6,653 | $300.8K | 0.14% | +6,653 | New |
| Means Investment Co., Inc. | 6,603 | $298.6K | 0.04% | −112−1.7% | Reduced |
| Quent Capital, LLC | 6,563 | $296.8K | 0.04% | +433+7.1% | Added |
| Bessemer Group Inc | 6,537 | $296.0K | 0.00% | −5,098−43.8% | Reduced |
| Ballentine Partners, LLC | 6,424 | $290.5K | 0.01% | −905−12.3% | Reduced |
| Regions Financial Corp | 6,328 | $286.2K | 0.00% | −422−6.3% | Reduced |
| Umb Bank N A | 6,315 | $285.6K | 0.00% | −39−0.6% | Reduced |
| Forum Financial Management, LP | 6,195 | $280.1K | 0.01% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 6,175 | $279.2K | 0.14% | −150−2.4% | Reduced |
| Veriti Management LLC | 6,168 | $278.9K | 0.02% | +261+4.4% | Added |
| Beacon Financial Group | 6,131 | $277.2K | 0.03% | +6,131 | New |
| Corton Capital Inc. | 6,118 | $276.7K | 0.09% | +6,118 | New |
| Strategic Investment Advisors | 6,116 | $276.6K | 0.04% | −500−7.6% | Reduced |
| Atria Wealth Solutions, Inc. | 6,072 | $274.6K | 0.00% | −1,043−14.7% | Reduced |
| NorthRock Partners, LLC | 6,072 | $274.6K | 0.01% | +1,590+35.5% | Added |
| Arnhold LLC | 6,008 | $271.7K | 0.03% | −3,992−39.9% | Reduced |
| J. W. Coons Advisors, LLC | 5,915 | $267.5K | 0.07% | 00.0% | Unchanged |
| Glenview Trust Co | 5,863 | $265.1K | 0.01% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 5,573 | $261.8K | 0.10% | −365−6.1% | Reduced |
| Paulson Wealth Management Inc. | 5,787 | $261.7K | 0.08% | −620−9.7% | Reduced |
| Fountainhead AM, LLC | 5,772 | $261.0K | 0.07% | +64+1.1% | Added |
| Lion Street Advisors, LLC | 5,751 | $260.1K | 0.11% | 00.0% | Unchanged |
| State of Wyoming | 5,712 | $258.3K | 0.05% | +246+4.5% | Added |
| Cobblestone Capital Advisors LLC | 5,668 | $256.3K | 0.02% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 5,650 | $255.5K | 0.00% | 00.0% | Unchanged |
| Wintrust Investments LLC | 5,640 | $255.0K | 0.02% | +38+0.7% | Added |