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 |
|---|---|---|---|---|---|
| United Services Automobile Association | 13,726 | $736.5K | 0.02% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 13,679 | $734.0K | 0.01% | −3,239−19.1% | Reduced |
| BOS Asset Management, LLC | 13,432 | $720.8K | 0.38% | −128−0.9% | Reduced |
| Evergreen Capital Management LLC | 13,312 | $714.3K | 0.03% | −1,252−8.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 13,184 | $707.0K | 0.08% | +13,184 | New |
| Dumont & Blake Investment Advisors LLC | 12,882 | $691.2K | 0.20% | −148−1.1% | Reduced |
| QRG Capital Management, Inc. | 12,560 | $674.0K | 0.01% | +375+3.1% | Added |
| Csenge Advisory Group | 12,268 | $658.3K | 0.04% | +105+0.9% | Added |
| First Citizens Bank & Trust Co | 12,181 | $653.6K | 0.01% | +1,169+10.6% | Added |
| Aigen Investment Management, LP | 12,153 | $652.1K | 0.14% | +12,153 | New |
| Gotham Asset Management, LLC | 12,094 | $649.0K | 0.01% | +3,029+33.4% | Added |
| Relative Value Partners Group, LLC | 13,355 | $645.6K | 0.04% | 00.0% | Unchanged |
| Axq Capital, LP | 11,972 | $642.4K | 0.15% | −17,444−59.3% | Reduced |
| Engineers Gate Manager LP | 11,829 | $634.7K | 0.02% | −24,613−67.5% | Reduced |
| Moran Wealth Management, LLC | 11,789 | $632.6K | 0.02% | +931+8.6% | Added |
| National Asset Management, Inc. | 12,763 | $627.8K | 0.02% | +8,131+175.5% | Added |
| Coldstream Capital Management Inc | 11,533 | $618.9K | 0.02% | −22−0.2% | Reduced |
| Marshall Wace, LLP | 11,400 | $611.7K | 0.00% | +11,400 | New |
| Financial Advisory Service, Inc. | 11,384 | $610.8K | 0.05% | +78+0.7% | Added |
| Mutual Advisors, LLC | 11,349 | $609.0K | 0.02% | +1,648+17.0% | Added |
| HM Payson & Co | 11,207 | $601.4K | 0.01% | 00.0% | Unchanged |
| Greenleaf Trust | 11,204 | $601.2K | 0.01% | −4,831−30.1% | Reduced |
| Venture Visionary Partners LLC | 10,964 | $588.3K | 0.03% | −397−3.5% | Reduced |
| Pitcairn Co | 10,878 | $583.7K | 0.04% | −37−0.3% | Reduced |
| Utah Retirement Systems | 10,800 | $579.5K | 0.01% | −100−0.9% | Reduced |
| Old National Bancorp | 10,591 | $568.3K | 0.01% | −46−0.4% | Reduced |
| Carret Asset Management, LLC | 10,432 | $559.8K | 0.07% | −3,765−26.5% | Reduced |
| Boxwood Ventures, Inc. | 10,412 | $558.7K | 0.98% | −7,423−41.6% | Reduced |
| ClearAlpha Technologies LP | 10,376 | $556.8K | 0.24% | +10,376 | New |
| Westover Capital Advisors, LLC | 10,247 | $549.9K | 0.16% | −2,453−19.3% | Reduced |
| D.A. Davidson & Co. | 10,214 | $548.1K | 0.00% | +5,672+124.9% | Added |
| Susquehanna International Group, LLP | 10,159 | $545.1K | 0.00% | −28,046−73.4% | Reduced |
| Beacon Pointe Advisors, LLC | 10,121 | $543.1K | 0.01% | −831−7.6% | Reduced |
| Gsa Capital Partners LLP | 10,073 | $541.0K | 0.04% | −15,810−61.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 9,909 | $532.0K | 0.01% | +8,369+543.4% | Added |
| Proequities, Inc. | 9,861 | $529.1K | 0.03% | −5,514−35.9% | Reduced |
| Alpha DNA Investment Management LLC | 9,712 | $521.1K | 0.29% | +9,712 | New |
| Ossiam | 9,662 | $518.5K | 0.01% | −9,835−50.4% | Reduced |
| TownSquare Capital, LLC | 9,491 | $509.3K | 0.01% | +2,731+40.4% | Added |
| Old Port Advisors | 9,448 | $507.0K | 0.16% | 00.0% | Unchanged |
| My Legacy Advisors, LLC | 9,015 | $483.7K | 0.16% | +255+2.9% | Added |
| Virtus Investment Advisers, Inc. | 9,005 | $483.2K | 0.35% | −5,820−39.3% | Reduced |
| Ieq Capital, LLC | 8,977 | $481.7K | 0.01% | +198+2.3% | Added |
| Campion Asset Management LLC | 8,920 | $478.6K | 0.37% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 8,761 | $470.2K | 0.04% | +368+4.4% | Added |
| Tower Research Capital LLC (TRC) | 8,531 | $457.8K | 0.01% | −13,115−60.6% | Reduced |
| Clarius Group, LLC | 8,341 | $447.6K | 0.03% | −754−8.3% | Reduced |
| CSS LLC | 8,325 | $446.7K | 0.04% | −4,252−33.8% | Reduced |
| Measured Wealth Private Client Group, LLC | 8,186 | $439.3K | 0.15% | −2,114−20.5% | Reduced |
| TFB Advisors LLC | 8,456 | $438.6K | 0.16% | +3,633+75.3% | Added |
| Baird Financial Group, Inc. | 8,119 | $435.7K | 0.00% | −1,067−11.6% | Reduced |
| BancorpSouth Bank | 8,027 | $430.7K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 8,008 | $429.7K | 0.02% | −181−2.2% | Reduced |
| Shelton Capital Management | 7,907 | $424.3K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 7,835 | $420.4K | 0.07% | +2,123+37.2% | Added |
| Wetherby Asset Management Inc | 7,825 | $419.9K | 0.02% | −1,626−17.2% | Reduced |
| J.W. Cole Advisors, Inc. | 7,824 | $419.9K | 0.02% | −265−3.3% | Reduced |
| CWM, LLC | 7,700 | $413.0K | 0.00% | +3,059+65.9% | Added |
| Erste Asset Management GmbH | 7,600 | $408.1K | 0.01% | 00.0% | Unchanged |
| Patten Group, Inc. | 7,231 | $388.0K | 0.10% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 7,161 | $384.3K | 0.03% | −79−1.1% | Reduced |
| Seven Eight Capital, LP | 6,803 | $365.0K | 0.04% | +6,803 | New |
| Strategic Investment Advisors | 6,763 | $362.9K | 0.05% | +647+10.6% | Added |
| CAPROCK Group, Inc. | 6,725 | $360.9K | 0.02% | −1,279−16.0% | Reduced |
| NorthRock Partners, LLC | 6,704 | $359.7K | 0.01% | +632+10.4% | Added |
| Kestra Advisory Services, LLC | 6,651 | $356.9K | 0.00% | −590−8.1% | Reduced |
| Means Investment Co., Inc. | 6,640 | $356.3K | 0.05% | +37+0.6% | Added |
| Investors Asset Management of Georgia Inc | 6,595 | $353.9K | 0.17% | +420+6.8% | Added |
| Bessemer Group Inc | 6,512 | $350.0K | 0.00% | −25−0.4% | Reduced |
| Quent Capital, LLC | 6,520 | $349.9K | 0.04% | −43−0.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 6,470 | $347.2K | 0.00% | −2,711−29.5% | Reduced |
| J. W. Coons Advisors, LLC | 6,425 | $344.8K | 0.08% | +510+8.6% | Added |
| Skopos Labs, Inc. | 6,395 | $344.5K | 0.15% | −258−3.9% | Reduced |
| Umb Bank N A | 6,366 | $341.6K | 0.01% | +51+0.8% | Added |
| Veriti Management LLC | 6,353 | $340.9K | 0.03% | +185+3.0% | Added |
| Regions Financial Corp | 6,328 | $339.6K | 0.00% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 6,302 | $338.2K | 0.01% | −122−1.9% | Reduced |
| Accurate Wealth Management, LLC | 6,569 | $337.4K | 0.10% | −2,205−25.1% | Reduced |
| Forum Financial Management, LP | 6,195 | $332.4K | 0.01% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 6,145 | $330.0K | 0.00% | −46,252−88.3% | Reduced |
| GWM Advisors LLC | 6,084 | $326.5K | 0.00% | +4,440+270.1% | Added |
| Wintrust Investments LLC | 6,062 | $325.0K | 0.03% | +422+7.5% | Added |
| Prossimo Advisors, LLC | 6,050 | $325.0K | 0.63% | +570+10.4% | Added |
| Ashton Thomas Private Wealth, LLC | 6,023 | $323.2K | 0.02% | −6,427−51.6% | Reduced |
| Arnhold LLC | 6,008 | $322.4K | 0.03% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 6,004 | $322.2K | 0.18% | +6,004 | New |
| Eqis Capital Management, Inc. | 6,001 | $322.0K | 0.03% | −708−10.6% | Reduced |
| Brown Advisory Inc | 5,891 | $316.1K | 0.00% | +1,379+30.6% | Added |
| Glenview Trust Co | 5,863 | $314.6K | 0.01% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 6,190 | $314.4K | 0.19% | −1,300−17.4% | Reduced |
| Fountainhead AM, LLC | 5,800 | $311.2K | 0.08% | +28+0.5% | Added |
| Daiwa Securities Group Inc. | 5,800 | $311.0K | 0.00% | +5,000+625.0% | Added |
| Bridgefront Capital, LLC | 5,784 | $310.4K | 0.24% | +824+16.6% | Added |
| Beacon Financial Group | 5,685 | $305.1K | 0.04% | −446−7.3% | Reduced |
| Consolidated Planning Corp | 5,652 | $303.3K | 0.05% | +49+0.9% | Added |
| CIBC Asset Management Inc | 5,650 | $303.2K | 0.00% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 5,645 | $302.9K | 0.01% | +283+5.3% | Added |
| Simplicity Wealth,LLC | 5,645 | $302.9K | 0.01% | +5,645 | New |
| IHT Wealth Management, LLC | 5,630 | $302.1K | 0.01% | +275+5.1% | Added |
| Alpha Cubed Investments, LLC | 5,500 | $295.1K | 0.02% | +5,500 | New |