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 |
|---|---|---|---|---|---|
| Oregon Public Employees Retirement Fund | 44,869 | $2.41M | 0.05% | −6,743−13.1% | Reduced |
| State of Tennessee, Treasury Department | 45,221 | $2.43M | 0.01% | 00.0% | Unchanged |
| Agf Management Ltd | 46,647 | $2.50M | 0.01% | −18,986−28.9% | Reduced |
| Cerity Partners LLC | 48,807 | $2.62M | 0.01% | +26,883+122.6% | Added |
| Jump Financial, LLC | 49,179 | $2.64M | 0.07% | +27,916+131.3% | Added |
| Commonwealth Equity Services, LLC | 49,325 | $2.65M | 0.00% | −5,952−10.8% | Reduced |
| Anchor Investment Management, LLC | 49,403 | $2.65M | 0.28% | 00.0% | Unchanged |
| Mariner, LLC | 49,762 | $2.67M | 0.01% | −3,978−7.4% | Reduced |
| Abn Amro Investment Solutions | 49,813 | $2.67M | 0.05% | −34,894−41.2% | Reduced |
| Handelsbanken Fonder AB | 50,207 | $2.69M | 0.01% | +16,600+49.4% | Added |
| Louisiana State Employees Retirement System | 52,300 | $2.81M | 0.05% | +800+1.6% | Added |
| Hussman Strategic Advisors, Inc. | 52,500 | $2.82M | 0.66% | +2,100+4.2% | Added |
| Winton Group Ltd | 53,523 | $2.87M | 0.20% | +42,142+370.3% | Added |
| Arizona State Retirement System | 53,603 | $2.88M | 0.02% | −1,083−2.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 54,100 | $2.90M | 0.25% | 00.0% | Unchanged |
| Auxier Asset Management | 58,697 | $3.15M | 0.48% | −600−1.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 60,000 | $3.22M | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 60,195 | $3.23M | 0.01% | +2,280+3.9% | Added |
| Teachers Retirement System of the State of Kentucky | 60,910 | $3.27M | 0.03% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 62,247 | $3.34M | 0.01% | −51,348−45.2% | Reduced |
| Toroso Investments, LLC | 64,008 | $3.44M | 0.06% | +28,580+80.7% | Added |
| Ameritas Investment Partners, Inc. | 65,289 | $3.50M | 0.12% | −393−0.6% | Reduced |
| Illinois Municipal Retirement Fund | 65,768 | $3.53M | 0.05% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 67,425 | $3.62M | 0.02% | +5,446+8.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 67,501 | $3.62M | 0.01% | −934−1.4% | Reduced |
| Zacks Investment Management | 68,963 | $3.70M | 0.04% | +4,208+6.5% | Added |
| Envestnet Asset Management Inc | 70,267 | $3.77M | 0.00% | −83,574−54.3% | Reduced |
| Alaska Permanent Fund Corp | 70,617 | $3.79M | 0.06% | +9,814+16.1% | Added |
| apricus wealth, LLC | 71,385 | $3.83M | 2.69% | −2,940−4.0% | Reduced |
| Ibex Wealth Advisors | 94,545 | $3.88M | 1.05% | +94,432+83,568.1% | Added |
| Silver Lake Advisory, LLC | 73,892 | $3.97M | 1.77% | +2,570+3.6% | Added |
| University of Texas/Texas Am Investment Managment Co | 89,469 | $4.05M | 0.48% | 00.0% | Unchanged |
| Macquarie Group Ltd | 75,700 | $4.06M | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 76,031 | $4.08M | 0.01% | +47,777+169.1% | Added |
| Pinebridge Investments, L.P. | 77,092 | $4.14M | 0.03% | −6,357−7.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 78,514 | $4.15M | 0.01% | +27,599+54.2% | Added |
| Ensign Peak Advisors, Inc | 77,691 | $4.17M | 0.01% | −7,289−8.6% | Reduced |
| Public Employees Retirement System of Ohio | 82,746 | $4.44M | 0.02% | −8,781−9.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 83,455 | $4.48M | 0.04% | −178,195−68.1% | Reduced |
| APG Asset Management N.V. | 91,200 | $4.53M | 0.01% | +12,700+16.2% | Added |
| Creative Planning | 85,646 | $4.60M | 0.01% | −2,746−3.1% | Reduced |
| Yousif Capital Management, LLC | 86,528 | $4.64M | 0.05% | −2,827−3.2% | Reduced |
| Canada Pension Plan Investment Board | 88,000 | $4.72M | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 88,201 | $4.73M | 0.15% | +2,756+3.2% | Added |
| Treasurer of the State of North Carolina | 88,701 | $4.76M | 0.02% | −1,254−1.4% | Reduced |
| Boston Common Asset Management, LLC | 91,240 | $4.90M | 0.12% | −55,124−37.7% | Reduced |
| Wealthfront Advisers LLC | 92,227 | $4.95M | 0.02% | −2,499−2.6% | Reduced |
| US Bancorp | 93,398 | $5.01M | 0.01% | −3,009−3.1% | Reduced |
| AlphaCore Capital LLC | 95,465 | $5.12M | 1.36% | +290.0% | Added |
| BTC Capital Management, Inc. | 96,110 | $5.16M | 0.47% | +96,110 | New |
| MetLife Investment Management | 100,080 | $5.37M | 0.04% | −3,557−3.4% | Reduced |
| Edgestream Partners, L.P. | 102,439 | $5.50M | 0.27% | +102,439 | New |
| State of New Jersey Common Pension Fund D | 104,911 | $5.63M | 0.02% | 00.0% | Unchanged |
| Algebris (UK) Ltd | 113,955 | $5.67M | 2.52% | −23,779−17.3% | Reduced |
| Price T Rowe Associates Inc | 105,831 | $5.68M | 0.00% | +5,356+5.3% | Added |
| Hennessy Advisors Inc | 106,000 | $5.69M | 0.24% | +32,400+44.0% | Added |
| Bridgewater Associates, LP | 106,201 | $5.70M | 0.03% | −1,154−1.1% | Reduced |
| State of Wisconsin Investment Board | 107,269 | $5.76M | 0.02% | +71,163+197.1% | Added |
| Janus Henderson Group PLC | 107,682 | $5.78M | 0.00% | +14,674+15.8% | Added |
| Mutual of America Capital Management LLC | 108,320 | $5.81M | 0.06% | −5,195−4.6% | Reduced |
| Natixis | 113,151 | $6.07M | 0.03% | −24,972−18.1% | Reduced |
| HSBC Holdings PLC | 113,322 | $6.08M | 0.00% | −75,986−40.1% | Reduced |
| IFG Advisory, LLC | 113,737 | $6.10M | 0.46% | −706−0.6% | Reduced |
| Foster & Motley Inc | 114,560 | $6.15M | 0.42% | +2,171+1.9% | Added |
| Acadian Asset Management LLC | 115,835 | $6.21M | 0.02% | −707,250−85.9% | Reduced |
| Teacher Retirement System of Texas | 120,307 | $6.46M | 0.04% | +31,942+36.1% | Added |
| Algert Global LLC | 121,694 | $6.53M | 0.26% | 00.0% | Unchanged |
| Wells Fargo & Company | 125,730 | $6.75M | 0.00% | +1,719+1.4% | Added |
| Amalgamated Bank | 126,479 | $6.79M | 0.06% | −10,040−7.4% | Reduced |
| Burney Co | 128,192 | $6.88M | 0.26% | −1,565−1.2% | Reduced |
| State Board of Administration of Florida Retirement System | 177,593 | $7.03M | 0.02% | +13,171+8.0% | Added |
| O'Shaughnessy Asset Management, LLC | 131,988 | $7.08M | 0.08% | −3,763−2.8% | Reduced |
| WBI Investments | 136,143 | $7.31M | 1.52% | +114,857+539.6% | Added |
| Russell Investments Group, Ltd. | 136,289 | $7.31M | 0.01% | −89,762−39.7% | Reduced |
| Ci Investments Inc. | 137,288 | $7.37M | 0.03% | +2,025+1.5% | Added |
| Comerica Bank | 137,687 | $7.39M | 0.03% | +1,600+1.2% | Added |
| Principal Street Partners, LLC | 139,387 | $7.46M | 1.41% | +139,387 | New |
| Mitsubishi UFJ Trust & Banking Corp | 140,686 | $7.58M | 0.02% | +27,826+24.7% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 144,881 | $7.77M | 0.04% | −63,402−30.4% | Reduced |
| Bridgeway Capital Management, LLC | 145,600 | $7.81M | 0.16% | +145,600 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 145,784 | $7.82M | 0.03% | −1,619−1.1% | Reduced |
| Neuberger Berman Group LLC | 147,466 | $7.91M | 0.01% | +123,083+504.8% | Added |
| Barnett & Company, Inc. | 150,057 | $8.05M | 5.51% | −4,133−2.7% | Reduced |
| Robeco Institutional Asset Management B.V. | 151,066 | $8.11M | 0.02% | −205,178−57.6% | Reduced |
| New York State Common Retirement Fund | 152,096 | $8.16M | 0.01% | −14,240−8.6% | Reduced |
| CI Private Wealth, LLC | 156,194 | $8.38M | 0.01% | −14,805−8.7% | Reduced |
| Advisor Group Holdings, Inc. | 158,187 | $8.49M | 0.02% | −109,262−40.9% | Reduced |
| Texas Permanent School Fund | 159,106 | $8.54M | 0.07% | +723+0.5% | Added |
| Artemis Investment Management LLP | 161,841 | $8.68M | 0.11% | +49,646+44.2% | Added |
| Great West Life Assurance Co | 162,545 | $8.72M | 0.02% | +6,674+4.3% | Added |
| M&G Plc | 166,446 | $8.99M | 0.05% | +166,446 | New |
| Quantinno Capital Management LP | 170,044 | $9.13M | 0.20% | +89,416+110.9% | Added |
| Raymond James & Associates | 175,850 | $9.44M | 0.01% | +50,712+40.5% | Added |
| NewSquare Capital LLC | 181,413 | $9.57M | 0.85% | −46,719−20.5% | Reduced |
| Jacobs Levy Equity Management, Inc | 182,155 | $9.77M | 0.04% | +3,004+1.7% | Added |
| National Bank of Canada | 192,008 | $10.2M | 0.02% | +167,895+696.3% | Added |
| Citadel Advisors LLC | 194,889 | $10.5M | 0.01% | −546,469−73.7% | Reduced |
| California State Teachers Retirement System | 196,819 | $10.6M | 0.01% | −11,916−5.7% | Reduced |
| Stifel Financial Corp | 198,751 | $10.7M | 0.01% | −21,938−9.9% | Reduced |
| Captrust Financial Advisors | 198,960 | $10.7M | 0.04% | −12,851−6.1% | Reduced |