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, Q1 2024
Institutional positions in Unum Group as of Mar 31, 2024. 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
- 580
- +15 vs. Q4 2023
- Shares held
- 165.5M
- −377.4K (−0.2%) vs. Q4 2023
- Total value
- $8.87B
- +$1.37B (+18.3%) vs. Q4 2023
- New holders
- 80
- 188 more added
- Sold out
- 65
- 223 more reduced
7 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Unum Group; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Walleye Trading LLC | 1,073 | $57.6K | 0.00% | +1,073 | New |
| CVA Family Office, LLC | 1,075 | $57.7K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,082 | $58.1K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,127 | $60.5K | 0.00% | +1+0.1% | Added |
| Addison Advisors LLC | 1,162 | $62.4K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,197 | $64.3K | 0.01% | −4,377−78.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,292 | $69.3K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,379 | $74.0K | 0.01% | −218−13.7% | Reduced |
| Pathway Financial Advisers, LLC | 1,383 | $74.2K | 0.03% | +404+41.3% | Added |
| FinTrust Capital Advisors, LLC | 1,457 | $78.2K | 0.02% | +247+20.4% | Added |
| Ronald Blue Trust, Inc. | 1,775 | $95.2K | 0.00% | −1,246−41.2% | Reduced |
| Farther Finance Advisors, LLC | 1,779 | $95.9K | 0.01% | −5−0.3% | Reduced |
| New England Capital Financial Advisors LLC | 1,904 | $102.2K | 0.06% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 1,955 | $104.9K | 0.07% | +90+4.8% | Added |
| Covestor Ltd | 2,006 | $108.0K | 0.07% | +431+27.4% | Added |
| Founders Capital Management | 2,068 | $111.0K | 0.07% | +11+0.5% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 2,079 | $111.6K | 0.03% | +2,079 | New |
| Cullen/Frost Bankers, Inc. | 2,100 | $112.7K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 2,367 | $127.0K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 2,393 | $128.4K | 0.02% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 2,507 | $132.0K | 0.02% | +2,507 | New |
| Private Trust Co NA | 2,570 | $137.9K | 0.01% | +185+7.8% | Added |
| GeoWealth Management, LLC | 2,623 | $140.8K | 0.01% | +377+16.8% | Added |
| Nomura Asset Management Co Ltd | 2,640 | $141.7K | 0.00% | −270−9.3% | Reduced |
| West Branch Capital LLC | 2,709 | $145.4K | 0.06% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,889 | $155.0K | 0.01% | −1,520−34.5% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,980 | $159.9K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,012 | $161.6K | 0.00% | −573−16.0% | Reduced |
| GAMMA Investing LLC | 3,071 | $164.8K | 0.03% | +204+7.1% | Added |
| Allworth Financial LP | 3,075 | $165.0K | 0.00% | +253+9.0% | Added |
| Fifth Third Bancorp | 3,444 | $184.8K | 0.00% | −160−4.4% | Reduced |
| Toth Financial Advisory Corp | 3,478 | $186.6K | 0.02% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 3,559 | $191.0K | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,683 | $197.6K | 0.02% | −862−19.0% | Reduced |
| Buska Wealth Management, LLC | 3,770 | $202.3K | 0.09% | +3,770 | New |
| Brooks, Moore & Associates, Inc. | 3,798 | $203.8K | 0.13% | +3,798 | New |
| JJJ Advisors Inc. | 3,822 | $205.1K | 0.04% | −320−7.7% | Reduced |
| Lido Advisors, LLC | 3,869 | $207.6K | 0.00% | +3,869 | New |
| Paragon Capital Management Ltd | 3,945 | $211.7K | 0.04% | +3,945 | New |
| Y-Intercept (Hong Kong) Ltd | 3,976 | $213.4K | 0.02% | +3,976 | New |
| KBC Group NV | 3,990 | $214.0K | 0.00% | −4,813−54.7% | Reduced |
| Cambridge Trust Co | 4,000 | $214.6K | 0.01% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 4,000 | $214.6K | 0.09% | +4,000 | New |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 4,050 | $217.3K | 0.00% | +4,050 | New |
| Meeder Advisory Services, Inc. | 4,062 | $218.0K | 0.02% | +4,062 | New |
| Kapitalo Investimentos Ltda | 4,085 | $219.2K | 0.05% | +2,806+219.4% | Added |
| Mather Group, LLC. | 5,013 | $226.7K | 0.00% | −15−0.3% | Reduced |
| HHM Wealth Advisors, LLC | 4,304 | $231.0K | 0.04% | +194+4.7% | Added |
| Boston Private Wealth LLC | 4,308 | $231.2K | 0.01% | −577−11.8% | Reduced |
| Delta Asset Management LLC | 4,325 | $232.1K | 0.02% | 00.0% | Unchanged |
| Callan Capital, LLC | 4,412 | $236.7K | 0.02% | +4,412 | New |
| Delap Wealth Advisory, LLC | 4,438 | $238.1K | 0.10% | +4,438 | New |
| Boothbay Fund Management, LLC | 4,447 | $238.6K | 0.01% | +4,447 | New |
| Cipher Capital LP | 4,462 | $239.4K | 0.11% | −32,257−87.8% | Reduced |
| Cobblestone Capital Advisors LLC | 4,468 | $239.8K | 0.02% | −1,200−21.2% | Reduced |
| Coastline Trust Co | 4,470 | $239.9K | 0.03% | −1,100−19.7% | Reduced |
| Handelsinvest Investeringsforvaltning | 4,522 | $243.0K | 0.12% | −2,348−34.2% | Reduced |
| Summit Trail Advisors, LLC | 4,531 | $243.1K | 0.01% | +28+0.6% | Added |
| Lane & Associates LLC | 4,548 | $244.0K | 0.15% | +4,548 | New |
| NDVR, Inc. | 4,585 | $246.0K | 0.23% | +4,585 | New |
| Lake Street Advisors Group, LLC | 4,595 | $246.6K | 0.01% | +22+0.5% | Added |
| FourThought Financial Partners, LLC | 4,622 | $248.0K | 0.03% | −485−9.5% | Reduced |
| AlTi Global, Inc. | 4,625 | $248.2K | 0.01% | +86+1.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 4,657 | $249.9K | 0.01% | +4,657 | New |
| Caxton Associates LP | 4,838 | $259.6K | 0.02% | +4,838 | New |
| Lion Street Advisors, LLC | 5,751 | $260.1K | 0.11% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,962 | $266.3K | 0.05% | +110+2.3% | Added |
| Hartline Investment Corp | 4,962 | $266.3K | 0.05% | +4,962 | New |
| Kingsview Wealth Management, LLC | 4,974 | $266.9K | 0.01% | −1,733−25.8% | Reduced |
| Intech Investment Management LLC | 5,032 | $270.0K | 0.00% | −3,950−44.0% | Reduced |
| Oak Thistle LLC | 5,041 | $270.5K | 0.24% | +5,041 | New |
| GTS Securities LLC | 5,072 | $272.2K | 0.01% | +5,072 | New |
| Wedmont Private Capital | 5,346 | $276.0K | 0.02% | +691+14.8% | Added |
| Genus Capital Management Inc. | 5,205 | $279.3K | 0.04% | +5,205 | New |
| Patriot Financial Group Insurance Agency, LLC | 5,223 | $280.3K | 0.04% | +25+0.5% | Added |
| Profund Advisors LLC | 5,258 | $282.1K | 0.01% | +172+3.4% | Added |
| Sigma Planning Corp | 5,266 | $282.6K | 0.01% | +5,266 | New |
| MBM Wealth Consultants, LLC | 5,393 | $289.4K | 0.10% | −180−3.2% | Reduced |
| Grey Street Capital, LLC | 5,435 | $291.6K | 0.04% | +5,435 | New |
| Paulson Wealth Management Inc. | 5,463 | $293.1K | 0.09% | −324−5.6% | Reduced |
| Alpha Cubed Investments, LLC | 5,500 | $295.1K | 0.02% | +5,500 | New |
| IHT Wealth Management, LLC | 5,630 | $302.1K | 0.01% | +275+5.1% | Added |
| Bleakley Financial Group, LLC | 5,645 | $302.9K | 0.01% | +283+5.3% | Added |
| Simplicity Wealth,LLC | 5,645 | $302.9K | 0.01% | +5,645 | New |
| CIBC Asset Management Inc | 5,650 | $303.2K | 0.00% | 00.0% | Unchanged |
| Consolidated Planning Corp | 5,652 | $303.3K | 0.05% | +49+0.9% | Added |
| Beacon Financial Group | 5,685 | $305.1K | 0.04% | −446−7.3% | Reduced |
| Bridgefront Capital, LLC | 5,784 | $310.4K | 0.24% | +824+16.6% | Added |
| Daiwa Securities Group Inc. | 5,800 | $311.0K | 0.00% | +5,000+625.0% | Added |
| Fountainhead AM, LLC | 5,800 | $311.2K | 0.08% | +28+0.5% | Added |
| Wetzel Investment Advisors, Inc. | 6,190 | $314.4K | 0.19% | −1,300−17.4% | Reduced |
| Glenview Trust Co | 5,863 | $314.6K | 0.01% | 00.0% | Unchanged |
| Brown Advisory Inc | 5,891 | $316.1K | 0.00% | +1,379+30.6% | Added |
| Eqis Capital Management, Inc. | 6,001 | $322.0K | 0.03% | −708−10.6% | Reduced |
| Alhambra Investment Partners LLC | 6,004 | $322.2K | 0.18% | +6,004 | New |
| Arnhold LLC | 6,008 | $322.4K | 0.03% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 6,023 | $323.2K | 0.02% | −6,427−51.6% | Reduced |
| Wintrust Investments LLC | 6,062 | $325.0K | 0.03% | +422+7.5% | Added |
| Prossimo Advisors, LLC | 6,050 | $325.0K | 0.63% | +570+10.4% | Added |
| GWM Advisors LLC | 6,084 | $326.5K | 0.00% | +4,440+270.1% | Added |