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 |
|---|---|---|---|---|---|
| Paulson Wealth Management Inc. | 5,463 | $293.1K | 0.09% | −324−5.6% | Reduced |
| Grey Street Capital, LLC | 5,435 | $291.6K | 0.04% | +5,435 | New |
| MBM Wealth Consultants, LLC | 5,393 | $289.4K | 0.10% | −180−3.2% | Reduced |
| Sigma Planning Corp | 5,266 | $282.6K | 0.01% | +5,266 | New |
| Profund Advisors LLC | 5,258 | $282.1K | 0.01% | +172+3.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 5,223 | $280.3K | 0.04% | +25+0.5% | Added |
| Genus Capital Management Inc. | 5,205 | $279.3K | 0.04% | +5,205 | New |
| Wedmont Private Capital | 5,346 | $276.0K | 0.02% | +691+14.8% | Added |
| GTS Securities LLC | 5,072 | $272.2K | 0.01% | +5,072 | New |
| Oak Thistle LLC | 5,041 | $270.5K | 0.24% | +5,041 | New |
| Intech Investment Management LLC | 5,032 | $270.0K | 0.00% | −3,950−44.0% | Reduced |
| Kingsview Wealth Management, LLC | 4,974 | $266.9K | 0.01% | −1,733−25.8% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,962 | $266.3K | 0.05% | +110+2.3% | Added |
| Hartline Investment Corp | 4,962 | $266.3K | 0.05% | +4,962 | New |
| Lion Street Advisors, LLC | 5,751 | $260.1K | 0.11% | 00.0% | Unchanged |
| Caxton Associates LP | 4,838 | $259.6K | 0.02% | +4,838 | New |
| Meiji Yasuda Asset Management Co Ltd. | 4,657 | $249.9K | 0.01% | +4,657 | New |
| AlTi Global, Inc. | 4,625 | $248.2K | 0.01% | +86+1.9% | Added |
| FourThought Financial Partners, LLC | 4,622 | $248.0K | 0.03% | −485−9.5% | Reduced |
| Lake Street Advisors Group, LLC | 4,595 | $246.6K | 0.01% | +22+0.5% | Added |
| NDVR, Inc. | 4,585 | $246.0K | 0.23% | +4,585 | New |
| Lane & Associates LLC | 4,548 | $244.0K | 0.15% | +4,548 | New |
| Summit Trail Advisors, LLC | 4,531 | $243.1K | 0.01% | +28+0.6% | Added |
| Handelsinvest Investeringsforvaltning | 4,522 | $243.0K | 0.12% | −2,348−34.2% | Reduced |
| Coastline Trust Co | 4,470 | $239.9K | 0.03% | −1,100−19.7% | Reduced |
| Cobblestone Capital Advisors LLC | 4,468 | $239.8K | 0.02% | −1,200−21.2% | Reduced |
| Cipher Capital LP | 4,462 | $239.4K | 0.11% | −32,257−87.8% | Reduced |
| Boothbay Fund Management, LLC | 4,447 | $238.6K | 0.01% | +4,447 | New |
| Delap Wealth Advisory, LLC | 4,438 | $238.1K | 0.10% | +4,438 | New |
| Callan Capital, LLC | 4,412 | $236.7K | 0.02% | +4,412 | New |
| Delta Asset Management LLC | 4,325 | $232.1K | 0.02% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 4,308 | $231.2K | 0.01% | −577−11.8% | Reduced |
| HHM Wealth Advisors, LLC | 4,304 | $231.0K | 0.04% | +194+4.7% | Added |
| Mather Group, LLC. | 5,013 | $226.7K | 0.00% | −15−0.3% | Reduced |
| Kapitalo Investimentos Ltda | 4,085 | $219.2K | 0.05% | +2,806+219.4% | Added |
| Meeder Advisory Services, Inc. | 4,062 | $218.0K | 0.02% | +4,062 | New |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 4,050 | $217.3K | 0.00% | +4,050 | New |
| Cambridge Trust Co | 4,000 | $214.6K | 0.01% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 4,000 | $214.6K | 0.09% | +4,000 | New |
| KBC Group NV | 3,990 | $214.0K | 0.00% | −4,813−54.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 3,976 | $213.4K | 0.02% | +3,976 | New |
| Paragon Capital Management Ltd | 3,945 | $211.7K | 0.04% | +3,945 | New |
| Lido Advisors, LLC | 3,869 | $207.6K | 0.00% | +3,869 | New |
| JJJ Advisors Inc. | 3,822 | $205.1K | 0.04% | −320−7.7% | Reduced |
| Brooks, Moore & Associates, Inc. | 3,798 | $203.8K | 0.13% | +3,798 | New |
| Buska Wealth Management, LLC | 3,770 | $202.3K | 0.09% | +3,770 | New |
| Quadrant Capital Group LLC | 3,683 | $197.6K | 0.02% | −862−19.0% | Reduced |
| Hanson & Doremus Investment Management | 3,559 | $191.0K | 0.03% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 3,478 | $186.6K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,444 | $184.8K | 0.00% | −160−4.4% | Reduced |
| Allworth Financial LP | 3,075 | $165.0K | 0.00% | +253+9.0% | Added |
| GAMMA Investing LLC | 3,071 | $164.8K | 0.03% | +204+7.1% | Added |
| Parallel Advisors, LLC | 3,012 | $161.6K | 0.00% | −573−16.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,980 | $159.9K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,889 | $155.0K | 0.01% | −1,520−34.5% | Reduced |
| West Branch Capital LLC | 2,709 | $145.4K | 0.06% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 2,640 | $141.7K | 0.00% | −270−9.3% | Reduced |
| GeoWealth Management, LLC | 2,623 | $140.8K | 0.01% | +377+16.8% | Added |
| Private Trust Co NA | 2,570 | $137.9K | 0.01% | +185+7.8% | Added |
| Continuum Advisory, LLC | 2,507 | $132.0K | 0.02% | +2,507 | New |
| Proffitt & Goodson Inc | 2,393 | $128.4K | 0.02% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 2,367 | $127.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 2,100 | $112.7K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 2,079 | $111.6K | 0.03% | +2,079 | New |
| Founders Capital Management | 2,068 | $111.0K | 0.07% | +11+0.5% | Added |
| Covestor Ltd | 2,006 | $108.0K | 0.07% | +431+27.4% | Added |
| Richardson Financial Services Inc. | 1,955 | $104.9K | 0.07% | +90+4.8% | Added |
| New England Capital Financial Advisors LLC | 1,904 | $102.2K | 0.06% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,779 | $95.9K | 0.01% | −5−0.3% | Reduced |
| Ronald Blue Trust, Inc. | 1,775 | $95.2K | 0.00% | −1,246−41.2% | Reduced |
| FinTrust Capital Advisors, LLC | 1,457 | $78.2K | 0.02% | +247+20.4% | Added |
| Pathway Financial Advisers, LLC | 1,383 | $74.2K | 0.03% | +404+41.3% | Added |
| Lindbrook Capital, LLC | 1,379 | $74.0K | 0.01% | −218−13.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,292 | $69.3K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,197 | $64.3K | 0.01% | −4,377−78.5% | Reduced |
| Addison Advisors LLC | 1,162 | $62.4K | 0.02% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,127 | $60.5K | 0.00% | +1+0.1% | Added |
| Cranbrook Wealth Management, LLC | 1,082 | $58.1K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,075 | $57.7K | 0.01% | 00.0% | Unchanged |
| Walleye Trading LLC | 1,073 | $57.6K | 0.00% | +1,073 | New |
| Hoey Investments, Inc | 1,050 | $56.3K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 946 | $50.8K | 0.00% | +742+363.7% | Added |
| Parkside Financial Bank & Trust | 900 | $48.3K | 0.01% | −11−1.2% | Reduced |
| Colonial Trust Advisors | 855 | $45.9K | 0.00% | +827+2,953.6% | Added |
| Rise Advisors, LLC | 814 | $43.7K | 0.02% | +394+93.8% | Added |
| Harbour Investments, Inc. | 788 | $42.3K | 0.00% | +447+131.1% | Added |
| Arlington Trust Co LLC | 774 | $41.5K | 0.01% | −52−6.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 714 | $38.3K | 0.00% | −15,418−95.6% | Reduced |
| Bangor Savings Bank | 664 | $35.6K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 658 | $35.3K | 0.00% | +658 | New |
| Huntington National Bank | 640 | $34.3K | 0.00% | −101−13.6% | Reduced |
| Geneos Wealth Management Inc. | 615 | $33.0K | 0.00% | +3+0.5% | Added |
| Quarry LP | 594 | $31.9K | 0.01% | +530+828.1% | Added |
| Brown Brothers Harriman & Co | 584 | $31.3K | 0.00% | −6−1.0% | Reduced |
| McIlrath & Eck, LLC | 555 | $29.8K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 529 | $28.4K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 535 | $28.3K | 0.00% | −21−3.8% | Reduced |
| Private Wealth Management Group, LLC | 523 | $28.1K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 515 | $27.6K | 0.00% | +515 | New |
| Leonteq Securities AG | 500 | $26.8K | 0.00% | −2−0.4% | Reduced |