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 |
|---|---|---|---|---|---|
| Envestnet Portfolio Solutions, Inc. | 5,614 | $253.9K | 0.00% | −589−9.5% | Reduced |
| Crawford Investment Counsel Inc | 5,610 | $253.7K | 0.01% | +84+1.5% | Added |
| Consolidated Planning Corp | 5,603 | $253.4K | 0.05% | +483+9.4% | Added |
| Smartleaf Asset Management LLC | 5,574 | $252.4K | 0.07% | +5,574 | New |
| Coastline Trust Co | 5,570 | $251.9K | 0.03% | 00.0% | Unchanged |
| Prossimo Advisors, LLC | 5,480 | $248.0K | 0.53% | +540+10.9% | Added |
| CBOE Vest Financial, LLC | 5,436 | $245.8K | 0.01% | +5,436 | New |
| Sawtooth Solutions, LLC | 5,362 | $242.5K | 0.01% | −594−10.0% | Reduced |
| Bleakley Financial Group, LLC | 5,362 | $242.5K | 0.01% | −594−10.0% | Reduced |
| IHT Wealth Management, LLC | 5,355 | $242.2K | 0.01% | +6+0.1% | Added |
| Deerfield Management Company, L.P. (Series C) | 5,333 | $241.2K | 0.00% | +5,333 | New |
| Dakota Wealth Management | 5,223 | $236.2K | 0.01% | −66,110−92.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 5,198 | $235.1K | 0.04% | −133−2.5% | Reduced |
| FourThought Financial Partners, LLC | 5,107 | $230.9K | 0.03% | +35+0.7% | Added |
| Profund Advisors LLC | 5,086 | $230.0K | 0.01% | +101+2.0% | Added |
| Mather Group, LLC. | 5,028 | $227.4K | 0.00% | −273−5.1% | Reduced |
| Mackenzie Financial Corp | 4,978 | $225.1K | 0.00% | −3,209−39.2% | Reduced |
| Bridgefront Capital, LLC | 4,960 | $224.3K | 0.17% | +4,960 | New |
| International Assets Investment Management, LLC | 4,889 | $221.1K | 0.03% | +4,889 | New |
| Boston Private Wealth LLC | 4,885 | $220.9K | 0.01% | +16+0.3% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,852 | $219.4K | 0.04% | +33+0.7% | Added |
| TFB Advisors LLC | 4,823 | $218.1K | 0.11% | −3,859−44.4% | Reduced |
| Wedmont Private Capital | 4,655 | $212.7K | 0.02% | +274+6.3% | Added |
| CWM, LLC | 4,641 | $210.0K | 0.00% | +49+1.1% | Added |
| National Asset Management, Inc. | 4,632 | $209.5K | 0.01% | −8,131−63.7% | Reduced |
| Bailard, Inc. | 4,600 | $208.0K | 0.01% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 4,573 | $206.8K | 0.01% | +4,573 | New |
| Quadrant Capital Group LLC | 4,545 | $205.5K | 0.02% | +924+25.5% | Added |
| D.A. Davidson & Co. | 4,542 | $205.4K | 0.00% | +38+0.8% | Added |
| AlTi Global, Inc. | 4,539 | $205.3K | 0.01% | +4,539 | New |
| Brown Advisory Inc | 4,512 | $204.0K | 0.00% | +4,512 | New |
| Summit Trail Advisors, LLC | 4,503 | $203.6K | 0.01% | +280+6.6% | Added |
| IFP Advisors, Inc | 4,409 | $199.4K | 0.01% | −464−9.5% | Reduced |
| Delta Asset Management LLC | 4,325 | $195.6K | 0.02% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 4,142 | $187.3K | 0.05% | −59−1.4% | Reduced |
| HHM Wealth Advisors, LLC | 4,110 | $185.9K | 0.03% | 00.0% | Unchanged |
| Cambridge Trust Co | 4,000 | $180.9K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,604 | $163.0K | 0.00% | −496−12.1% | Reduced |
| Parallel Advisors, LLC | 3,585 | $162.1K | 0.00% | −134−3.6% | Reduced |
| Hanson & Doremus Investment Management | 3,559 | $161.0K | 0.03% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 3,478 | $157.3K | 0.02% | −1,280−26.9% | Reduced |
| Ronald Blue Trust, Inc. | 3,021 | $148.0K | 0.00% | +1,526+102.1% | Added |
| GAMMA Investing LLC | 2,867 | $138.6K | 0.04% | +2,867 | New |
| SG Americas Securities, LLC | 2,992 | $135.0K | 0.00% | −29,306−90.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,980 | $134.8K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 2,910 | $131.6K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,822 | $127.6K | 0.00% | +352+14.3% | Added |
| West Branch Capital LLC | 2,709 | $122.5K | 0.06% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 2,393 | $108.2K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 2,385 | $107.8K | 0.01% | +255+12.0% | Added |
| Edmond de Rothschild Holding S.A. | 2,367 | $107.0K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 2,246 | $102.0K | 0.01% | +592+35.8% | Added |
| Cullen/Frost Bankers, Inc. | 2,100 | $95.0K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 2,057 | $93.0K | 0.07% | +12+0.6% | Added |
| New England Capital Financial Advisors LLC | 1,904 | $86.1K | 0.05% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 1,865 | $84.3K | 0.07% | +1,865 | New |
| Farther Finance Advisors, LLC | 1,784 | $80.7K | 0.01% | +532+42.5% | Added |
| GWM Advisors LLC | 1,644 | $74.3K | 0.00% | −21,483−92.9% | Reduced |
| Lindbrook Capital, LLC | 1,597 | $72.2K | 0.01% | −26−1.6% | Reduced |
| Covestor Ltd | 1,575 | $71.0K | 0.05% | −114−6.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,540 | $70.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,292 | $58.4K | 0.00% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 1,279 | $57.8K | 0.01% | −4,357−77.3% | Reduced |
| FinTrust Capital Advisors, LLC | 1,210 | $54.7K | 0.01% | −19−1.5% | Reduced |
| Addison Advisors LLC | 1,162 | $52.5K | 0.02% | 00.0% | Unchanged |
| Point72 Middle East FZE | 1,141 | $51.6K | 0.00% | −24,088−95.5% | Reduced |
| Principal Securities, Inc. | 1,126 | $50.9K | 0.00% | +1,126 | New |
| Cranbrook Wealth Management, LLC | 1,082 | $48.9K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,075 | $48.6K | 0.01% | +1,075 | New |
| Hoey Investments, Inc | 1,050 | $47.5K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,050 | $47.0K | 0.00% | −107−9.2% | Reduced |
| TD Waterhouse Canada Inc. | 1,001 | $46.2K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 979 | $44.3K | 0.02% | +5+0.5% | Added |
| Virtus Fund Advisers, LLC | 962 | $43.5K | 0.27% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 911 | $41.2K | 0.01% | +135+17.4% | Added |
| Arlington Trust Co LLC | 826 | $37.4K | 0.01% | +52+6.7% | Added |
| Daiwa Securities Group Inc. | 800 | $36.0K | 0.00% | +800 | New |
| Arlington Partners LLC | 774 | $35.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 741 | $33.5K | 0.00% | +108+17.1% | Added |
| Bangor Savings Bank | 664 | $30.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 670 | $30.0K | 0.00% | −493−42.4% | Reduced |
| Geneos Wealth Management Inc. | 612 | $27.7K | 0.00% | +4+0.7% | Added |
| Deseret Mutual Benefit Administrators | 604 | $27.3K | 0.02% | −166−21.6% | Reduced |
| WealthCollab, LLC | 597 | $27.0K | 0.02% | +597 | New |
| Custom Portfolio Group LLC | 594 | $26.9K | 0.02% | +594 | New |
| Brown Brothers Harriman & Co | 590 | $26.7K | 0.00% | −27−4.4% | Reduced |
| Clearstead Advisors, LLC | 556 | $25.1K | 0.00% | +21+3.9% | Added |
| McIlrath & Eck, LLC | 555 | $25.1K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 554 | $25.1K | 0.01% | +554 | New |
| Raleigh Capital Management Inc. | 537 | $24.3K | 0.01% | −45−7.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 529 | $23.9K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 523 | $23.7K | 0.01% | +523 | New |
| Leonteq Securities AG | 502 | $22.7K | 0.00% | −92−15.5% | Reduced |
| Nalls Sherbakoff Group, LLC | 500 | $22.6K | 0.02% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 500 | $22.6K | 0.01% | +500 | New |
| Resurgent Financial Advisors LLC | 467 | $21.1K | 0.01% | −52−10.0% | Reduced |
| Loomis Sayles & Co L P | 457 | $21.0K | 0.00% | −26−5.4% | Reduced |
| Rise Advisors, LLC | 420 | $19.0K | 0.01% | +4+1.0% | Added |
| North Star Investment Management Corp. | 416 | $18.8K | 0.00% | −13−3.0% | Reduced |
| Sound Income Strategies, LLC | 410 | $18.5K | 0.00% | +410 | New |