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 |
|---|---|---|---|---|---|
| Petrus Trust Company, LTA | 16,229 | $870.8K | 0.08% | +16,229 | New |
| Wellington Management Group LLP | 16,468 | $883.7K | 0.00% | +2,964+21.9% | Added |
| Concurrent Investment Advisors, LLC | 16,504 | $885.6K | 0.04% | −484−2.8% | Reduced |
| Moore Capital Management, LP | 16,559 | $888.6K | 0.02% | +16,559 | New |
| Commerce Bank | 16,687 | $895.4K | 0.01% | −1,165−6.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 17,045 | $914.6K | 0.08% | −2,936−14.7% | Reduced |
| Vident Advisory, LLC | 18,100 | $971.3K | 0.02% | +2,109+13.2% | Added |
| United Capital Financial Advisers, LLC | 18,123 | $972.5K | 0.01% | −963−5.0% | Reduced |
| Rockefeller Capital Management L.P. | 18,127 | $972.7K | 0.00% | +381+2.1% | Added |
| Verition Fund Management LLC | 18,796 | $1.01M | 0.01% | −37,092−66.4% | Reduced |
| Neumann Capital Management, LLC | 18,983 | $1.02M | 0.36% | +5,100+36.7% | Added |
| Stephens Inc | 19,319 | $1.04M | 0.02% | −483−2.4% | Reduced |
| XML Financial, LLC | 19,630 | $1.05M | 0.11% | +250+1.3% | Added |
| FORA Capital, LLC | 19,741 | $1.06M | 0.09% | +19,741 | New |
| Signaturefd, LLC | 19,773 | $1.06M | 0.02% | −3,363−14.5% | Reduced |
| Keynote Financial Services LLC | 19,780 | $1.06M | 0.89% | +19,780 | New |
| State of Alaska, Department of Revenue | 19,802 | $1.06M | 0.01% | 00.0% | Unchanged |
| Ethic Inc. | 20,200 | $1.08M | 0.03% | −776−3.7% | Reduced |
| Abacus Planning Group, Inc. | 20,217 | $1.08M | 0.21% | −4,012−16.6% | Reduced |
| Trexquant Investment LP | 20,227 | $1.09M | 0.02% | −101,228−83.3% | Reduced |
| Symmetry Partners, LLC | 20,251 | $1.09M | 0.09% | +20,251 | New |
| Qsemble Capital Management, LP | 20,420 | $1.10M | 0.24% | +20,420 | New |
| Lifestyle Asset Management, Inc. | 20,714 | $1.11M | 0.66% | +360+1.8% | Added |
| DRW Securities, LLC | 21,000 | $1.13M | 0.06% | +6,500+44.8% | Added |
| Quadrature Capital Ltd | 21,063 | $1.13M | 0.02% | +21,063 | New |
| Walleye Capital LLC | 21,162 | $1.14M | 0.01% | +21,162 | New |
| New York Life Investment Management LLC | 21,494 | $1.15M | 0.01% | −732−3.3% | Reduced |
| Public Employees Retirement Association of Colorado | 21,560 | $1.16M | 0.00% | −585−2.6% | Reduced |
| AIA Group Ltd | 21,672 | $1.16M | 0.04% | +21,672 | New |
| Councilmark Asset Management, LLC | 21,800 | $1.17M | 0.84% | +21,800 | New |
| Pearl River Capital, LLC | 21,890 | $1.17M | 0.19% | +21,890 | New |
| Polianta Ltd | 21,900 | $1.18M | 0.57% | +1,600+7.9% | Added |
| Convergence Investment Partners, LLC | 22,129 | $1.19M | 0.45% | −708−3.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 22,254 | $1.19M | 0.19% | −1,762−7.3% | Reduced |
| Affinity Investment Advisors, LLC | 22,597 | $1.21M | 0.89% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 22,661 | $1.22M | 0.00% | +17,683+355.2% | Added |
| Pictet Asset Management Holding SA | 23,434 | $1.26M | 0.00% | +438+1.9% | Added |
| Ascent Group, LLC | 23,495 | $1.26M | 0.11% | +148+0.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 23,942 | $1.28M | 0.00% | +60.0% | Added |
| MAI Capital Management | 23,960 | $1.29M | 0.01% | −1,168−4.6% | Reduced |
| Sowell Financial Services LLC | 24,544 | $1.32M | 0.06% | +1,606+7.0% | Added |
| Point72 (DIFC) Ltd | 25,285 | $1.36M | 0.10% | +25,285 | New |
| Occudo Quantitative Strategies LP | 25,515 | $1.37M | 0.24% | −38,691−60.3% | Reduced |
| Xponance, Inc. | 25,682 | $1.38M | 0.01% | +2,508+10.8% | Added |
| Point72 Hong Kong Ltd | 25,759 | $1.38M | 0.07% | +25,759 | New |
| Little House Capital LLC | 26,148 | $1.40M | 0.46% | +26,148 | New |
| Natixis Advisors, L.P. | 26,423 | $1.42M | 0.00% | +1,777+7.2% | Added |
| CIBC World Markets Inc. | 27,149 | $1.46M | 0.00% | −2,115−7.2% | Reduced |
| Pacer Advisors, Inc. | 27,411 | $1.47M | 0.00% | −7,377−21.2% | Reduced |
| NJ State Employees Deferred Compensation Plan | 28,000 | $1.50M | 0.19% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 28,186 | $1.51M | 0.00% | −1,399−4.7% | Reduced |
| Bank of Nova Scotia | 28,547 | $1.53M | 0.00% | +19,354+210.5% | Added |
| Cresset Asset Management, LLC | 28,656 | $1.54M | 0.01% | −988−3.3% | Reduced |
| Waterfront Wealth Inc. | 30,326 | $1.55M | 0.43% | +1,421+4.9% | Added |
| Private Advisor Group, LLC | 29,044 | $1.56M | 0.01% | −6,777−18.9% | Reduced |
| Quantbot Technologies LP | 29,048 | $1.56M | 0.09% | −84,342−74.4% | Reduced |
| Federated Hermes, Inc. | 29,875 | $1.60M | 0.00% | −8,959−23.1% | Reduced |
| Strategic Global Advisors, LLC | 30,605 | $1.64M | 0.35% | −891−2.8% | Reduced |
| Jane Street Group, LLC | 31,000 | $1.66M | 0.00% | −38,097−55.1% | Reduced |
| Crossmark Global Holdings, Inc. | 31,452 | $1.69M | 0.03% | −2,209−6.6% | Reduced |
| BKD Wealth Advisors, LLC | 31,617 | $1.70M | 0.04% | −343−1.1% | Reduced |
| Toronto Dominion Bank | 32,200 | $1.73M | 0.00% | −1,700−5.0% | Reduced |
| Cetera Investment Advisers | 32,989 | $1.77M | 0.00% | +8,359+33.9% | Added |
| Clearbridge Investments, LLC | 34,343 | $1.84M | 0.00% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 34,586 | $1.86M | 0.53% | +1,437+4.3% | Added |
| BNP Paribas Arbitrage, SA | 34,606 | $1.86M | 0.00% | +18,604+116.3% | Added |
| Investors Research Corp | 34,725 | $1.86M | 0.44% | −1,325−3.7% | Reduced |
| Fox Run Management, L.L.C. | 35,136 | $1.89M | 0.41% | +16,233+85.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 35,456 | $1.90M | 0.01% | −971−2.7% | Reduced |
| Sculati Wealth Management, LLC | 35,600 | $1.91M | 0.82% | +10,006+39.1% | Added |
| Lecap Asset Management Ltd | 35,737 | $1.92M | 0.40% | +35,737 | New |
| HRT Financial LP | 35,763 | $1.92M | 0.01% | +35,763 | New |
| Advisory Services Network, LLC | 35,818 | $1.92M | 0.04% | −16,055−31.0% | Reduced |
| Quest Partners LLC | 37,775 | $2.03M | 0.35% | +37,774+3,777,400.0% | Added |
| Naples Global Advisors, LLC | 38,166 | $2.05M | 0.21% | +503+1.3% | Added |
| New Mexico Educational Retirement Board | 38,200 | $2.05M | 0.07% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 38,298 | $2.06M | 0.31% | +2,283+6.3% | Added |
| Nations Financial Group Inc, | 38,428 | $2.06M | 0.17% | +3,038+8.6% | Added |
| Ritholtz Wealth Management | 38,603 | $2.07M | 0.07% | −5,963−13.4% | Reduced |
| Hancock Whitney Corp | 38,771 | $2.08M | 0.07% | −229,012−85.5% | Reduced |
| Danske Bank A/S | 39,223 | $2.10M | 0.01% | +39,223 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 39,886 | $2.14M | 0.01% | −2,593−6.1% | Reduced |
| Boston Financial Mangement LLC | 40,000 | $2.15M | 0.07% | 00.0% | Unchanged |
| Vestcor Inc | 40,062 | $2.15M | 0.07% | −8,301−17.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 40,214 | $2.16M | 0.01% | −242−0.6% | Reduced |
| CoreCap Advisors, LLC | 40,448 | $2.17M | 0.11% | +4,077+11.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 40,548 | $2.18M | 0.06% | −241−0.6% | Reduced |
| Duality Advisers, LP | 40,864 | $2.19M | 0.22% | +7,491+22.4% | Added |
| Savant Capital, LLC | 41,039 | $2.20M | 0.03% | +33,438+439.9% | Added |
| Nisa Investment Advisors, LLC | 41,307 | $2.22M | 0.01% | −4,800−10.4% | Reduced |
| Insight Wealth Strategies, LLC | 41,765 | $2.24M | 0.33% | +41,765 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 41,905 | $2.25M | 0.00% | −2,479−5.6% | Reduced |
| Bokf, NA | 41,779 | $2.25M | 0.04% | +660+1.6% | Added |
| STRS Ohio | 42,287 | $2.27M | 0.01% | −4,583−9.8% | Reduced |
| Great Diamond Partners, LLC | 42,593 | $2.29M | 0.52% | −142−0.3% | Reduced |
| JustInvest LLC | 42,910 | $2.30M | 0.05% | −3,985−8.5% | Reduced |
| Citigroup Inc | 42,975 | $2.31M | 0.00% | +3,152+7.9% | Added |
| Kendall Capital Management | 43,420 | $2.33M | 0.80% | +195+0.5% | Added |
| Deutsche Bank AG | 43,975 | $2.36M | 0.00% | −116,819−72.7% | Reduced |
| State of Michigan Retirement System | 44,600 | $2.39M | 0.01% | +600+1.4% | Added |