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 |
|---|---|---|---|---|---|
| Hancock Whitney Corp | 38,771 | $2.08M | 0.07% | −229,012−85.5% | Reduced |
| Ritholtz Wealth Management | 38,603 | $2.07M | 0.07% | −5,963−13.4% | Reduced |
| Nations Financial Group Inc, | 38,428 | $2.06M | 0.17% | +3,038+8.6% | Added |
| Aviance Capital Partners, LLC | 38,298 | $2.06M | 0.31% | +2,283+6.3% | Added |
| New Mexico Educational Retirement Board | 38,200 | $2.05M | 0.07% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 38,166 | $2.05M | 0.21% | +503+1.3% | Added |
| Quest Partners LLC | 37,775 | $2.03M | 0.35% | +37,774+3,777,400.0% | Added |
| Advisory Services Network, LLC | 35,818 | $1.92M | 0.04% | −16,055−31.0% | Reduced |
| HRT Financial LP | 35,763 | $1.92M | 0.01% | +35,763 | New |
| Lecap Asset Management Ltd | 35,737 | $1.92M | 0.40% | +35,737 | New |
| Sculati Wealth Management, LLC | 35,600 | $1.91M | 0.82% | +10,006+39.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 35,456 | $1.90M | 0.01% | −971−2.7% | Reduced |
| Fox Run Management, L.L.C. | 35,136 | $1.89M | 0.41% | +16,233+85.9% | Added |
| Investors Research Corp | 34,725 | $1.86M | 0.44% | −1,325−3.7% | Reduced |
| BNP Paribas Arbitrage, SA | 34,606 | $1.86M | 0.00% | +18,604+116.3% | Added |
| DGS Capital Management, LLC | 34,586 | $1.86M | 0.53% | +1,437+4.3% | Added |
| Clearbridge Investments, LLC | 34,343 | $1.84M | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 32,989 | $1.77M | 0.00% | +8,359+33.9% | Added |
| Toronto Dominion Bank | 32,200 | $1.73M | 0.00% | −1,700−5.0% | Reduced |
| BKD Wealth Advisors, LLC | 31,617 | $1.70M | 0.04% | −343−1.1% | Reduced |
| Crossmark Global Holdings, Inc. | 31,452 | $1.69M | 0.03% | −2,209−6.6% | Reduced |
| Jane Street Group, LLC | 31,000 | $1.66M | 0.00% | −38,097−55.1% | Reduced |
| Strategic Global Advisors, LLC | 30,605 | $1.64M | 0.35% | −891−2.8% | Reduced |
| Federated Hermes, Inc. | 29,875 | $1.60M | 0.00% | −8,959−23.1% | Reduced |
| Quantbot Technologies LP | 29,048 | $1.56M | 0.09% | −84,342−74.4% | Reduced |
| Private Advisor Group, LLC | 29,044 | $1.56M | 0.01% | −6,777−18.9% | Reduced |
| Waterfront Wealth Inc. | 30,326 | $1.55M | 0.43% | +1,421+4.9% | Added |
| Cresset Asset Management, LLC | 28,656 | $1.54M | 0.01% | −988−3.3% | Reduced |
| Bank of Nova Scotia | 28,547 | $1.53M | 0.00% | +19,354+210.5% | Added |
| The PNC Financial Services Group, Inc. | 28,186 | $1.51M | 0.00% | −1,399−4.7% | Reduced |
| NJ State Employees Deferred Compensation Plan | 28,000 | $1.50M | 0.19% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 27,411 | $1.47M | 0.00% | −7,377−21.2% | Reduced |
| CIBC World Markets Inc. | 27,149 | $1.46M | 0.00% | −2,115−7.2% | Reduced |
| Natixis Advisors, L.P. | 26,423 | $1.42M | 0.00% | +1,777+7.2% | Added |
| Little House Capital LLC | 26,148 | $1.40M | 0.46% | +26,148 | New |
| Point72 Hong Kong Ltd | 25,759 | $1.38M | 0.07% | +25,759 | New |
| Xponance, Inc. | 25,682 | $1.38M | 0.01% | +2,508+10.8% | Added |
| Occudo Quantitative Strategies LP | 25,515 | $1.37M | 0.24% | −38,691−60.3% | Reduced |
| Point72 (DIFC) Ltd | 25,285 | $1.36M | 0.10% | +25,285 | New |
| Sowell Financial Services LLC | 24,544 | $1.32M | 0.06% | +1,606+7.0% | Added |
| MAI Capital Management | 23,960 | $1.29M | 0.01% | −1,168−4.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 23,942 | $1.28M | 0.00% | +60.0% | Added |
| Ascent Group, LLC | 23,495 | $1.26M | 0.11% | +148+0.6% | Added |
| Pictet Asset Management Holding SA | 23,434 | $1.26M | 0.00% | +438+1.9% | Added |
| Mackenzie Financial Corp | 22,661 | $1.22M | 0.00% | +17,683+355.2% | Added |
| Affinity Investment Advisors, LLC | 22,597 | $1.21M | 0.89% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 22,254 | $1.19M | 0.19% | −1,762−7.3% | Reduced |
| Convergence Investment Partners, LLC | 22,129 | $1.19M | 0.45% | −708−3.1% | Reduced |
| Polianta Ltd | 21,900 | $1.18M | 0.57% | +1,600+7.9% | Added |
| Pearl River Capital, LLC | 21,890 | $1.17M | 0.19% | +21,890 | New |
| Councilmark Asset Management, LLC | 21,800 | $1.17M | 0.84% | +21,800 | New |
| AIA Group Ltd | 21,672 | $1.16M | 0.04% | +21,672 | New |
| Public Employees Retirement Association of Colorado | 21,560 | $1.16M | 0.00% | −585−2.6% | Reduced |
| New York Life Investment Management LLC | 21,494 | $1.15M | 0.01% | −732−3.3% | Reduced |
| Walleye Capital LLC | 21,162 | $1.14M | 0.01% | +21,162 | New |
| Quadrature Capital Ltd | 21,063 | $1.13M | 0.02% | +21,063 | New |
| DRW Securities, LLC | 21,000 | $1.13M | 0.06% | +6,500+44.8% | Added |
| Lifestyle Asset Management, Inc. | 20,714 | $1.11M | 0.66% | +360+1.8% | Added |
| Qsemble Capital Management, LP | 20,420 | $1.10M | 0.24% | +20,420 | New |
| Symmetry Partners, LLC | 20,251 | $1.09M | 0.09% | +20,251 | New |
| Trexquant Investment LP | 20,227 | $1.09M | 0.02% | −101,228−83.3% | Reduced |
| Abacus Planning Group, Inc. | 20,217 | $1.08M | 0.21% | −4,012−16.6% | Reduced |
| Ethic Inc. | 20,200 | $1.08M | 0.03% | −776−3.7% | Reduced |
| State of Alaska, Department of Revenue | 19,802 | $1.06M | 0.01% | 00.0% | Unchanged |
| Keynote Financial Services LLC | 19,780 | $1.06M | 0.89% | +19,780 | New |
| Signaturefd, LLC | 19,773 | $1.06M | 0.02% | −3,363−14.5% | Reduced |
| FORA Capital, LLC | 19,741 | $1.06M | 0.09% | +19,741 | New |
| XML Financial, LLC | 19,630 | $1.05M | 0.11% | +250+1.3% | Added |
| Stephens Inc | 19,319 | $1.04M | 0.02% | −483−2.4% | Reduced |
| Neumann Capital Management, LLC | 18,983 | $1.02M | 0.36% | +5,100+36.7% | Added |
| Verition Fund Management LLC | 18,796 | $1.01M | 0.01% | −37,092−66.4% | Reduced |
| Rockefeller Capital Management L.P. | 18,127 | $972.7K | 0.00% | +381+2.1% | Added |
| United Capital Financial Advisers, LLC | 18,123 | $972.5K | 0.01% | −963−5.0% | Reduced |
| Vident Advisory, LLC | 18,100 | $971.3K | 0.02% | +2,109+13.2% | Added |
| Campbell & CO Investment Adviser LLC | 17,045 | $914.6K | 0.08% | −2,936−14.7% | Reduced |
| Commerce Bank | 16,687 | $895.4K | 0.01% | −1,165−6.5% | Reduced |
| Moore Capital Management, LP | 16,559 | $888.6K | 0.02% | +16,559 | New |
| Concurrent Investment Advisors, LLC | 16,504 | $885.6K | 0.04% | −484−2.8% | Reduced |
| Wellington Management Group LLP | 16,468 | $883.7K | 0.00% | +2,964+21.9% | Added |
| Petrus Trust Company, LTA | 16,229 | $870.8K | 0.08% | +16,229 | New |
| Empowered Funds, LLC | 16,054 | $861.5K | 0.02% | −17−0.1% | Reduced |
| Centiva Capital, LP | 15,991 | $858.1K | 0.05% | +15,991 | New |
| CBOE Vest Financial, LLC | 15,883 | $852.3K | 0.02% | +10,447+192.2% | Added |
| MML Investors Services, LLC | 15,886 | $852.0K | 0.00% | −4,798−23.2% | Reduced |
| SummerHaven Investment Management, LLC | 15,578 | $835.9K | 0.52% | +205+1.3% | Added |
| M&T Bank Corp | 15,573 | $835.5K | 0.00% | −4,902−23.9% | Reduced |
| Atlas Capital Advisors LLC | 15,266 | $819.2K | 0.13% | 00.0% | Unchanged |
| CIBC World Markets Corp | 15,037 | $806.9K | 0.01% | +15,037 | New |
| Securian Asset Management, Inc | 14,950 | $802.2K | 0.02% | −522−3.4% | Reduced |
| Oppenheimer & Co Inc | 14,918 | $800.5K | 0.01% | −4,854−24.5% | Reduced |
| Mercer Global Advisors Inc | 14,914 | $800.0K | 0.00% | −921−5.8% | Reduced |
| Shell Asset Management Co | 15,534 | $794.0K | 0.04% | +1,218+8.5% | Added |
| Lingohr & Partner Asset Management GmbH | 14,544 | $775.0K | 1.94% | +53+0.4% | Added |
| Integrated Wealth Concepts LLC | 14,243 | $764.2K | 0.01% | −34,665−70.9% | Reduced |
| Patten & Patten Inc | 14,207 | $762.3K | 0.05% | +1,996+16.3% | Added |
| Coombe, Bender & Co LLC | 14,122 | $757.8K | 0.46% | −1,386−8.9% | Reduced |
| Advisory Research Inc | 14,043 | $753.5K | 0.15% | +150+1.1% | Added |
| Maryland State Retirement & Pension System | 14,997 | $750.9K | 0.01% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 13,992 | $750.8K | 0.16% | −964−6.4% | Reduced |
| Park Avenue Securities LLC | 13,972 | $750.0K | 0.01% | +158+1.1% | Added |