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 |
|---|---|---|---|---|---|
| Teza Capital Management LLC | 0 | $0 | 0.00% | −17,051−100.0% | Sold out |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −16,587−100.0% | Sold out |
| Estate Counselors, LLC | 0 | $0 | 0.00% | −16,005−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −13,783−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −13,652−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −12,896−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −11,224−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −11,029−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −9,742−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −8,128−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −8,285−100.0% | Sold out |
| Triasima Portfolio Management inc. | 0 | $0 | 0.00% | −7,600−100.0% | Sold out |
| Hanlon Investment Management, Inc. | 0 | $0 | 0.00% | −7,369−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −6,844−100.0% | Sold out |
| Regal Investment Advisors LLC | 0 | $0 | 0.00% | −6,713−100.0% | Sold out |
| Pinkerton Retirement Specialists, LLC | 0 | $0 | 0.00% | −6,667−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −6,118−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −6,072−100.0% | Sold out |
| Envestnet Portfolio Solutions, Inc. | 0 | $0 | 0.00% | −5,614−100.0% | Sold out |
| Crawford Investment Counsel Inc | 0 | $0 | 0.00% | −5,610−100.0% | Sold out |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −5,333−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −5,223−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −4,889−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −4,600−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −2,992−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −1,141−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −1,050−100.0% | Sold out |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −1,001−100.0% | Sold out |
| Virtus Fund Advisers, LLC | 0 | $0 | 0.00% | −962−100.0% | Sold out |
| Arlington Partners LLC | 0 | $0 | 0.00% | −774−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −670−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −554−100.0% | Sold out |
| Resurgent Financial Advisors LLC | 0 | $0 | 0.00% | −467−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −375−100.0% | Sold out |
| Turtle Creek Wealth Advisors, LLC | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| Spectrum Wealth Counsel, LLC | 0 | $0 | 0.00% | −131−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −105−100.0% | Sold out |
| Caldwell Trust Co | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Pineridge Advisors LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Tennessee Valley Asset Management Partners | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| M&G Investment Management Ltd | – | – | – | – | Not filed |
| Putnam Investments LLC | – | – | – | – | Not filed |
| Watershed Asset Management, L.L.C. | – | – | – | – | Not filed |
| Sawtooth Solutions, LLC | – | – | – | – | Not filed |
| Nalls Sherbakoff Group, LLC | – | – | – | – | Not filed |
| Hobbs Group Advisors, LLC | – | – | – | – | Not filed |
| Coppell Advisory Solutions LLC | – | – | – | – | Not filed |