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 |
|---|---|---|---|---|---|
| Baldwin Brothers Inc | 400 | $18.1K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 399 | $18.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 391 | $17.7K | 0.00% | −144−26.9% | Reduced |
| Glassman Wealth Services | 375 | $17.0K | 0.00% | −271−42.0% | Reduced |
| Harbour Investments, Inc. | 341 | $15.4K | 0.00% | −36−9.5% | Reduced |
| TD Private Client Wealth LLC | 335 | $15.1K | 0.00% | −20−5.6% | Reduced |
| Richard W. Paul & Associates, LLC | 310 | $14.0K | 0.01% | +310 | New |
| Bell Investment Advisors, Inc | 307 | $13.9K | 0.00% | +33+12.0% | Added |
| Heritage Wealth Advisors | 304 | $13.7K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 300 | $13.6K | 0.01% | +300 | New |
| Northwest Capital Management Inc | 290 | $13.1K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 284 | $12.8K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 274 | $12.4K | 0.00% | +6+2.2% | Added |
| Coppell Advisory Solutions LLC | 259 | $11.7K | 0.00% | +8+3.2% | Added |
| Hollencrest Capital Management | 229 | $10.4K | 0.00% | +2+0.9% | Added |
| JFS Wealth Advisors, LLC | 227 | $10.3K | 0.00% | +18+8.6% | Added |
| SOA Wealth Advisors, LLC. | 222 | $10.0K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 224 | $10.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 209 | $9.45K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 204 | $9.22K | 0.00% | +41+25.2% | Added |
| Asset Dedication, LLC | 203 | $9.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 177 | $8.00K | 0.00% | −36−16.9% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 175 | $7.91K | 0.00% | +175 | New |
| Manchester Capital Management LLC | 174 | $7.87K | 0.00% | +104+148.6% | Added |
| Armstrong Advisory Group, Inc | 167 | $7.55K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 167 | $7.55K | 0.00% | +162+3,240.0% | Added |
| Frazier Financial Advisors, LLC | 149 | $6.74K | 0.01% | +149 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 140 | $6.33K | 0.00% | +50+55.6% | Added |
| Newton One Investments LLC | 131 | $5.92K | 0.00% | +1+0.8% | Added |
| Spectrum Wealth Counsel, LLC | 131 | $5.92K | 0.00% | +131 | New |
| DT Investment Partners, LLC | 116 | $5.55K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 121 | $5.47K | 0.00% | −3−2.4% | Reduced |
| Beacon Capital Management, LLC | 111 | $5.46K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 120 | $5.43K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 114 | $5.16K | 0.00% | +114 | New |
| Ibex Wealth Advisors | 113 | $5.10K | 1.11% | −110,020−99.9% | Reduced |
| GoalVest Advisory LLC | 110 | $4.97K | 0.00% | +110 | New |
| Fairfield, Bush & Co. | 105 | $4.74K | 0.00% | +105 | New |
| Barrett & Company, Inc. | 99 | $4.48K | 0.00% | +99 | New |
| Sachetta, LLC | 92 | $4.16K | 0.00% | +92 | New |
| Caldwell Trust Co | 77 | $3.48K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 75 | $3.39K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 74 | $3.35K | 0.00% | −13−14.9% | Reduced |
| SJS Investment Consulting Inc. | 70 | $3.17K | 0.00% | −2−2.8% | Reduced |
| Quarry LP | 64 | $2.89K | 0.00% | −130−67.0% | Reduced |
| ClariVest Asset Management LLC | 63 | $2.85K | 0.00% | −86−57.7% | Reduced |
| Beaird Harris Wealth Management, LLC | 60 | $2.71K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 53 | $2.40K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 53 | $2.40K | 0.00% | +53 | New |
| Bruce G. Allen Investments, LLC | 52 | $2.35K | 0.00% | +52 | New |
| VisionPoint Advisory Group, LLC | 51 | $2.31K | 0.00% | −22−30.1% | Reduced |
| DiNuzzo Private Wealth, Inc. | 46 | $2.08K | 0.00% | +46 | New |
| Capital Advisors, Ltd. LLC | 54 | $2.00K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 38 | $1.71K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 28 | $1.27K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 24 | $1.08K | 0.00% | −1−4.0% | Reduced |
| RFP Financial Group LLC | 24 | $1.08K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 24 | $1.07K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 13 | $1.00K | 0.00% | −31−70.5% | Reduced |
| Financial Management Professionals, Inc. | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 20 | $1.00K | 0.00% | +20 | New |
| Kayne Anderson Rudnick Investment Management LLC | 18 | $823 | 0.00% | +18 | New |
| Pineridge Advisors LLC | 18 | $814 | 0.00% | +18 | New |
| Valued Wealth Advisors LLC | 13 | $640 | 0.00% | +13 | New |
| Tfo-TDC, LLC | 14 | $633 | 0.00% | −4−22.2% | Reduced |
| AdvisorNet Financial, Inc | 14 | $633 | 0.00% | +14 | New |
| Retirement Group, LLC | 10 | $452 | 0.00% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 10 | $452 | 0.00% | +10 | New |
| Sofos Investments, Inc. | 5 | $282 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 4 | $181 | 0.00% | +4 | New |
| Trust Co of Vermont | 2 | $90 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 1 | $45 | 0.00% | +1 | New |
| Viking Global Investors LPSuperinvestorViking Global Investors | 0 | $0 | 0.00% | −4,778,110−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −624,016−100.0% | Sold out |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −591,538−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −361,425−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −312,905−100.0% | Sold out |
| Philadelphia Financial Management of San Francisco, LLC | 0 | $0 | 0.00% | −193,756−100.0% | Sold out |
| Beck Bode, LLC | 0 | $0 | 0.00% | −160,541−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Eagle Asset Management Inc | 0 | $0 | 0.00% | −147,196−100.0% | Sold out |
| Barometer Capital Management Inc. | 0 | $0 | 0.00% | −143,300−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −118,789−100.0% | Sold out |
| Beacon Harbor Wealth Advisors, Inc. | 0 | $0 | 0.00% | −103,709−100.0% | Sold out |
| Eaton Financial Holdings Company, LLC | 0 | $0 | 0.00% | −89,836−100.0% | Sold out |
| Oberweis Asset Management Inc | 0 | $0 | 0.00% | −76,700−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −61,763−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −28,620−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −25,978−100.0% | Sold out |
| Aquila Investment Management LLC | 0 | $0 | 0.00% | −21,000−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −16,912−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −15,903−100.0% | Sold out |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −14,720−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −14,606−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −14,148−100.0% | Sold out |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −13,641−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −13,045−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −11,967−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −11,849−100.0% | Sold out |