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 |
|---|---|---|---|---|---|
| ExodusPoint Capital Management, LP | 6,145 | $330.0K | 0.00% | −46,252−88.3% | Reduced |
| Forum Financial Management, LP | 6,195 | $332.4K | 0.01% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 6,569 | $337.4K | 0.10% | −2,205−25.1% | Reduced |
| Ballentine Partners, LLC | 6,302 | $338.2K | 0.01% | −122−1.9% | Reduced |
| Regions Financial Corp | 6,328 | $339.6K | 0.00% | 00.0% | Unchanged |
| Veriti Management LLC | 6,353 | $340.9K | 0.03% | +185+3.0% | Added |
| Umb Bank N A | 6,366 | $341.6K | 0.01% | +51+0.8% | Added |
| Skopos Labs, Inc. | 6,395 | $344.5K | 0.15% | −258−3.9% | Reduced |
| J. W. Coons Advisors, LLC | 6,425 | $344.8K | 0.08% | +510+8.6% | Added |
| Northwestern Mutual Wealth Management Co | 6,470 | $347.2K | 0.00% | −2,711−29.5% | Reduced |
| Quent Capital, LLC | 6,520 | $349.9K | 0.04% | −43−0.7% | Reduced |
| Bessemer Group Inc | 6,512 | $350.0K | 0.00% | −25−0.4% | Reduced |
| Investors Asset Management of Georgia Inc | 6,595 | $353.9K | 0.17% | +420+6.8% | Added |
| Means Investment Co., Inc. | 6,640 | $356.3K | 0.05% | +37+0.6% | Added |
| Kestra Advisory Services, LLC | 6,651 | $356.9K | 0.00% | −590−8.1% | Reduced |
| NorthRock Partners, LLC | 6,704 | $359.7K | 0.01% | +632+10.4% | Added |
| CAPROCK Group, Inc. | 6,725 | $360.9K | 0.02% | −1,279−16.0% | Reduced |
| Strategic Investment Advisors | 6,763 | $362.9K | 0.05% | +647+10.6% | Added |
| Seven Eight Capital, LP | 6,803 | $365.0K | 0.04% | +6,803 | New |
| Dorsey & Whitney Trust CO LLC | 7,161 | $384.3K | 0.03% | −79−1.1% | Reduced |
| Patten Group, Inc. | 7,231 | $388.0K | 0.10% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 7,600 | $408.1K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 7,700 | $413.0K | 0.00% | +3,059+65.9% | Added |
| J.W. Cole Advisors, Inc. | 7,824 | $419.9K | 0.02% | −265−3.3% | Reduced |
| Wetherby Asset Management Inc | 7,825 | $419.9K | 0.02% | −1,626−17.2% | Reduced |
| State of Wyoming | 7,835 | $420.4K | 0.07% | +2,123+37.2% | Added |
| Shelton Capital Management | 7,907 | $424.3K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 8,008 | $429.7K | 0.02% | −181−2.2% | Reduced |
| BancorpSouth Bank | 8,027 | $430.7K | 0.03% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 8,119 | $435.7K | 0.00% | −1,067−11.6% | Reduced |
| TFB Advisors LLC | 8,456 | $438.6K | 0.16% | +3,633+75.3% | Added |
| Measured Wealth Private Client Group, LLC | 8,186 | $439.3K | 0.15% | −2,114−20.5% | Reduced |
| CSS LLC | 8,325 | $446.7K | 0.04% | −4,252−33.8% | Reduced |
| Clarius Group, LLC | 8,341 | $447.6K | 0.03% | −754−8.3% | Reduced |
| Tower Research Capital LLC (TRC) | 8,531 | $457.8K | 0.01% | −13,115−60.6% | Reduced |
| Belpointe Asset Management LLC | 8,761 | $470.2K | 0.04% | +368+4.4% | Added |
| Campion Asset Management LLC | 8,920 | $478.6K | 0.37% | 00.0% | Unchanged |
| Ieq Capital, LLC | 8,977 | $481.7K | 0.01% | +198+2.3% | Added |
| Virtus Investment Advisers, Inc. | 9,005 | $483.2K | 0.35% | −5,820−39.3% | Reduced |
| My Legacy Advisors, LLC | 9,015 | $483.7K | 0.16% | +255+2.9% | Added |
| Old Port Advisors | 9,448 | $507.0K | 0.16% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 9,491 | $509.3K | 0.01% | +2,731+40.4% | Added |
| Ossiam | 9,662 | $518.5K | 0.01% | −9,835−50.4% | Reduced |
| Alpha DNA Investment Management LLC | 9,712 | $521.1K | 0.29% | +9,712 | New |
| Proequities, Inc. | 9,861 | $529.1K | 0.03% | −5,514−35.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 9,909 | $532.0K | 0.01% | +8,369+543.4% | Added |
| Gsa Capital Partners LLP | 10,073 | $541.0K | 0.04% | −15,810−61.1% | Reduced |
| Beacon Pointe Advisors, LLC | 10,121 | $543.1K | 0.01% | −831−7.6% | Reduced |
| Susquehanna International Group, LLP | 10,159 | $545.1K | 0.00% | −28,046−73.4% | Reduced |
| D.A. Davidson & Co. | 10,214 | $548.1K | 0.00% | +5,672+124.9% | Added |
| Westover Capital Advisors, LLC | 10,247 | $549.9K | 0.16% | −2,453−19.3% | Reduced |
| ClearAlpha Technologies LP | 10,376 | $556.8K | 0.24% | +10,376 | New |
| Boxwood Ventures, Inc. | 10,412 | $558.7K | 0.98% | −7,423−41.6% | Reduced |
| Carret Asset Management, LLC | 10,432 | $559.8K | 0.07% | −3,765−26.5% | Reduced |
| Old National Bancorp | 10,591 | $568.3K | 0.01% | −46−0.4% | Reduced |
| Utah Retirement Systems | 10,800 | $579.5K | 0.01% | −100−0.9% | Reduced |
| Pitcairn Co | 10,878 | $583.7K | 0.04% | −37−0.3% | Reduced |
| Venture Visionary Partners LLC | 10,964 | $588.3K | 0.03% | −397−3.5% | Reduced |
| Greenleaf Trust | 11,204 | $601.2K | 0.01% | −4,831−30.1% | Reduced |
| HM Payson & Co | 11,207 | $601.4K | 0.01% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 11,349 | $609.0K | 0.02% | +1,648+17.0% | Added |
| Financial Advisory Service, Inc. | 11,384 | $610.8K | 0.05% | +78+0.7% | Added |
| Marshall Wace, LLP | 11,400 | $611.7K | 0.00% | +11,400 | New |
| Coldstream Capital Management Inc | 11,533 | $618.9K | 0.02% | −22−0.2% | Reduced |
| National Asset Management, Inc. | 12,763 | $627.8K | 0.02% | +8,131+175.5% | Added |
| Moran Wealth Management, LLC | 11,789 | $632.6K | 0.02% | +931+8.6% | Added |
| Engineers Gate Manager LP | 11,829 | $634.7K | 0.02% | −24,613−67.5% | Reduced |
| Axq Capital, LP | 11,972 | $642.4K | 0.15% | −17,444−59.3% | Reduced |
| Relative Value Partners Group, LLC | 13,355 | $645.6K | 0.04% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 12,094 | $649.0K | 0.01% | +3,029+33.4% | Added |
| Aigen Investment Management, LP | 12,153 | $652.1K | 0.14% | +12,153 | New |
| First Citizens Bank & Trust Co | 12,181 | $653.6K | 0.01% | +1,169+10.6% | Added |
| Csenge Advisory Group | 12,268 | $658.3K | 0.04% | +105+0.9% | Added |
| QRG Capital Management, Inc. | 12,560 | $674.0K | 0.01% | +375+3.1% | Added |
| Dumont & Blake Investment Advisors LLC | 12,882 | $691.2K | 0.20% | −148−1.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 13,184 | $707.0K | 0.08% | +13,184 | New |
| Evergreen Capital Management LLC | 13,312 | $714.3K | 0.03% | −1,252−8.6% | Reduced |
| BOS Asset Management, LLC | 13,432 | $720.8K | 0.38% | −128−0.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 13,679 | $734.0K | 0.01% | −3,239−19.1% | Reduced |
| United Services Automobile Association | 13,726 | $736.5K | 0.02% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 13,972 | $750.0K | 0.01% | +158+1.1% | Added |
| Paradigm Financial Partners, LLC | 13,992 | $750.8K | 0.16% | −964−6.4% | Reduced |
| Maryland State Retirement & Pension System | 14,997 | $750.9K | 0.01% | 00.0% | Unchanged |
| Advisory Research Inc | 14,043 | $753.5K | 0.15% | +150+1.1% | Added |
| Coombe, Bender & Co LLC | 14,122 | $757.8K | 0.46% | −1,386−8.9% | Reduced |
| Patten & Patten Inc | 14,207 | $762.3K | 0.05% | +1,996+16.3% | Added |
| Integrated Wealth Concepts LLC | 14,243 | $764.2K | 0.01% | −34,665−70.9% | Reduced |
| Lingohr & Partner Asset Management GmbH | 14,544 | $775.0K | 1.94% | +53+0.4% | Added |
| Shell Asset Management Co | 15,534 | $794.0K | 0.04% | +1,218+8.5% | Added |
| Mercer Global Advisors Inc | 14,914 | $800.0K | 0.00% | −921−5.8% | Reduced |
| Oppenheimer & Co Inc | 14,918 | $800.5K | 0.01% | −4,854−24.5% | Reduced |
| Securian Asset Management, Inc | 14,950 | $802.2K | 0.02% | −522−3.4% | Reduced |
| CIBC World Markets Corp | 15,037 | $806.9K | 0.01% | +15,037 | New |
| Atlas Capital Advisors LLC | 15,266 | $819.2K | 0.13% | 00.0% | Unchanged |
| M&T Bank Corp | 15,573 | $835.5K | 0.00% | −4,902−23.9% | Reduced |
| SummerHaven Investment Management, LLC | 15,578 | $835.9K | 0.52% | +205+1.3% | Added |
| MML Investors Services, LLC | 15,886 | $852.0K | 0.00% | −4,798−23.2% | Reduced |
| CBOE Vest Financial, LLC | 15,883 | $852.3K | 0.02% | +10,447+192.2% | Added |
| Centiva Capital, LP | 15,991 | $858.1K | 0.05% | +15,991 | New |
| Empowered Funds, LLC | 16,054 | $861.5K | 0.02% | −17−0.1% | Reduced |