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 |
|---|---|---|---|---|---|
| Bridgeway Capital Management, LLC | 145,600 | $7.81M | 0.16% | +145,600 | New |
| Skandinaviska Enskilda Banken AB (publ) | 144,881 | $7.77M | 0.04% | −63,402−30.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 140,686 | $7.58M | 0.02% | +27,826+24.7% | Added |
| Principal Street Partners, LLC | 139,387 | $7.46M | 1.41% | +139,387 | New |
| Comerica Bank | 137,687 | $7.39M | 0.03% | +1,600+1.2% | Added |
| Ci Investments Inc. | 137,288 | $7.37M | 0.03% | +2,025+1.5% | Added |
| Russell Investments Group, Ltd. | 136,289 | $7.31M | 0.01% | −89,762−39.7% | Reduced |
| WBI Investments | 136,143 | $7.31M | 1.52% | +114,857+539.6% | Added |
| O'Shaughnessy Asset Management, LLC | 131,988 | $7.08M | 0.08% | −3,763−2.8% | Reduced |
| State Board of Administration of Florida Retirement System | 177,593 | $7.03M | 0.02% | +13,171+8.0% | Added |
| Burney Co | 128,192 | $6.88M | 0.26% | −1,565−1.2% | Reduced |
| Amalgamated Bank | 126,479 | $6.79M | 0.06% | −10,040−7.4% | Reduced |
| Wells Fargo & Company | 125,730 | $6.75M | 0.00% | +1,719+1.4% | Added |
| Algert Global LLC | 121,694 | $6.53M | 0.26% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 120,307 | $6.46M | 0.04% | +31,942+36.1% | Added |
| Acadian Asset Management LLC | 115,835 | $6.21M | 0.02% | −707,250−85.9% | Reduced |
| Foster & Motley Inc | 114,560 | $6.15M | 0.42% | +2,171+1.9% | Added |
| IFG Advisory, LLC | 113,737 | $6.10M | 0.46% | −706−0.6% | Reduced |
| HSBC Holdings PLC | 113,322 | $6.08M | 0.00% | −75,986−40.1% | Reduced |
| Natixis | 113,151 | $6.07M | 0.03% | −24,972−18.1% | Reduced |
| Mutual of America Capital Management LLC | 108,320 | $5.81M | 0.06% | −5,195−4.6% | Reduced |
| Janus Henderson Group PLC | 107,682 | $5.78M | 0.00% | +14,674+15.8% | Added |
| State of Wisconsin Investment Board | 107,269 | $5.76M | 0.02% | +71,163+197.1% | Added |
| Bridgewater Associates, LP | 106,201 | $5.70M | 0.03% | −1,154−1.1% | Reduced |
| Hennessy Advisors Inc | 106,000 | $5.69M | 0.24% | +32,400+44.0% | Added |
| Price T Rowe Associates Inc | 105,831 | $5.68M | 0.00% | +5,356+5.3% | Added |
| Algebris (UK) Ltd | 113,955 | $5.67M | 2.52% | −23,779−17.3% | Reduced |
| State of New Jersey Common Pension Fund D | 104,911 | $5.63M | 0.02% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 102,439 | $5.50M | 0.27% | +102,439 | New |
| MetLife Investment Management | 100,080 | $5.37M | 0.04% | −3,557−3.4% | Reduced |
| BTC Capital Management, Inc. | 96,110 | $5.16M | 0.47% | +96,110 | New |
| AlphaCore Capital LLC | 95,465 | $5.12M | 1.36% | +290.0% | Added |
| US Bancorp | 93,398 | $5.01M | 0.01% | −3,009−3.1% | Reduced |
| Wealthfront Advisers LLC | 92,227 | $4.95M | 0.02% | −2,499−2.6% | Reduced |
| Boston Common Asset Management, LLC | 91,240 | $4.90M | 0.12% | −55,124−37.7% | Reduced |
| Treasurer of the State of North Carolina | 88,701 | $4.76M | 0.02% | −1,254−1.4% | Reduced |
| First Horizon Advisors, Inc. | 88,201 | $4.73M | 0.15% | +2,756+3.2% | Added |
| Canada Pension Plan Investment Board | 88,000 | $4.72M | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 86,528 | $4.64M | 0.05% | −2,827−3.2% | Reduced |
| Creative Planning | 85,646 | $4.60M | 0.01% | −2,746−3.1% | Reduced |
| APG Asset Management N.V. | 91,200 | $4.53M | 0.01% | +12,700+16.2% | Added |
| Schonfeld Strategic Advisors LLC | 83,455 | $4.48M | 0.04% | −178,195−68.1% | Reduced |
| Public Employees Retirement System of Ohio | 82,746 | $4.44M | 0.02% | −8,781−9.6% | Reduced |
| Ensign Peak Advisors, Inc | 77,691 | $4.17M | 0.01% | −7,289−8.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 78,514 | $4.15M | 0.01% | +27,599+54.2% | Added |
| Pinebridge Investments, L.P. | 77,092 | $4.14M | 0.03% | −6,357−7.6% | Reduced |
| HighTower Advisors, LLC | 76,031 | $4.08M | 0.01% | +47,777+169.1% | Added |
| Macquarie Group Ltd | 75,700 | $4.06M | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 89,469 | $4.05M | 0.48% | 00.0% | Unchanged |
| Silver Lake Advisory, LLC | 73,892 | $3.97M | 1.77% | +2,570+3.6% | Added |
| Ibex Wealth Advisors | 94,545 | $3.88M | 1.05% | +94,432+83,568.1% | Added |
| apricus wealth, LLC | 71,385 | $3.83M | 2.69% | −2,940−4.0% | Reduced |
| Alaska Permanent Fund Corp | 70,617 | $3.79M | 0.06% | +9,814+16.1% | Added |
| Envestnet Asset Management Inc | 70,267 | $3.77M | 0.00% | −83,574−54.3% | Reduced |
| Zacks Investment Management | 68,963 | $3.70M | 0.04% | +4,208+6.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 67,501 | $3.62M | 0.01% | −934−1.4% | Reduced |
| Pathstone Holdings, LLC | 67,425 | $3.62M | 0.02% | +5,446+8.8% | Added |
| Illinois Municipal Retirement Fund | 65,768 | $3.53M | 0.05% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 65,289 | $3.50M | 0.12% | −393−0.6% | Reduced |
| Toroso Investments, LLC | 64,008 | $3.44M | 0.06% | +28,580+80.7% | Added |
| Thrivent Financial for Lutherans | 62,247 | $3.34M | 0.01% | −51,348−45.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 60,910 | $3.27M | 0.03% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 60,195 | $3.23M | 0.01% | +2,280+3.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 60,000 | $3.22M | 0.01% | 00.0% | Unchanged |
| Auxier Asset Management | 58,697 | $3.15M | 0.48% | −600−1.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 54,100 | $2.90M | 0.25% | 00.0% | Unchanged |
| Arizona State Retirement System | 53,603 | $2.88M | 0.02% | −1,083−2.0% | Reduced |
| Winton Group Ltd | 53,523 | $2.87M | 0.20% | +42,142+370.3% | Added |
| Hussman Strategic Advisors, Inc. | 52,500 | $2.82M | 0.66% | +2,100+4.2% | Added |
| Louisiana State Employees Retirement System | 52,300 | $2.81M | 0.05% | +800+1.6% | Added |
| Handelsbanken Fonder AB | 50,207 | $2.69M | 0.01% | +16,600+49.4% | Added |
| Abn Amro Investment Solutions | 49,813 | $2.67M | 0.05% | −34,894−41.2% | Reduced |
| Mariner, LLC | 49,762 | $2.67M | 0.01% | −3,978−7.4% | Reduced |
| Anchor Investment Management, LLC | 49,403 | $2.65M | 0.28% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 49,325 | $2.65M | 0.00% | −5,952−10.8% | Reduced |
| Jump Financial, LLC | 49,179 | $2.64M | 0.07% | +27,916+131.3% | Added |
| Cerity Partners LLC | 48,807 | $2.62M | 0.01% | +26,883+122.6% | Added |
| Agf Management Ltd | 46,647 | $2.50M | 0.01% | −18,986−28.9% | Reduced |
| State of Tennessee, Treasury Department | 45,221 | $2.43M | 0.01% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 44,869 | $2.41M | 0.05% | −6,743−13.1% | Reduced |
| State of Michigan Retirement System | 44,600 | $2.39M | 0.01% | +600+1.4% | Added |
| Deutsche Bank AG | 43,975 | $2.36M | 0.00% | −116,819−72.7% | Reduced |
| Kendall Capital Management | 43,420 | $2.33M | 0.80% | +195+0.5% | Added |
| Citigroup Inc | 42,975 | $2.31M | 0.00% | +3,152+7.9% | Added |
| JustInvest LLC | 42,910 | $2.30M | 0.05% | −3,985−8.5% | Reduced |
| Great Diamond Partners, LLC | 42,593 | $2.29M | 0.52% | −142−0.3% | Reduced |
| STRS Ohio | 42,287 | $2.27M | 0.01% | −4,583−9.8% | Reduced |
| Bokf, NA | 41,779 | $2.25M | 0.04% | +660+1.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 41,905 | $2.25M | 0.00% | −2,479−5.6% | Reduced |
| Insight Wealth Strategies, LLC | 41,765 | $2.24M | 0.33% | +41,765 | New |
| Nisa Investment Advisors, LLC | 41,307 | $2.22M | 0.01% | −4,800−10.4% | Reduced |
| Savant Capital, LLC | 41,039 | $2.20M | 0.03% | +33,438+439.9% | Added |
| Duality Advisers, LP | 40,864 | $2.19M | 0.22% | +7,491+22.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 40,548 | $2.18M | 0.06% | −241−0.6% | Reduced |
| CoreCap Advisors, LLC | 40,448 | $2.17M | 0.11% | +4,077+11.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 40,214 | $2.16M | 0.01% | −242−0.6% | Reduced |
| Vestcor Inc | 40,062 | $2.15M | 0.07% | −8,301−17.2% | Reduced |
| Boston Financial Mangement LLC | 40,000 | $2.15M | 0.07% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 39,886 | $2.14M | 0.01% | −2,593−6.1% | Reduced |
| Danske Bank A/S | 39,223 | $2.10M | 0.01% | +39,223 | New |