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, Q2 2024
Institutional positions in Unum Group as of Jun 30, 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
- 579
- +6 vs. Q1 2024
- Shares held
- 161.5M
- −3.71M (−2.2%) vs. Q1 2024
- Total value
- $8.25B
- −$603.8M (−6.8%) vs. Q1 2024
- New holders
- 66
- 196 more added
- Sold out
- 60
- 224 more reduced
7 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Unum Group; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | 982 | $50.2K | 0.00% | +982 | New |
| Pathway Financial Advisers, LLC | 989 | $50.5K | 0.02% | −394−28.5% | Reduced |
| Kelly Lawrence W & Associates Inc | 1,000 | $51.1K | 0.01% | +500+100.0% | Added |
| Central Trust Co | 1,000 | $51.1K | 0.00% | +1,000 | New |
| Hoey Investments, Inc | 1,050 | $53.7K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,078 | $55.1K | 0.00% | −49−4.3% | Reduced |
| Cranbrook Wealth Management, LLC | 1,082 | $55.3K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,090 | $55.7K | 0.01% | +15+1.4% | Added |
| Acadian Asset Management LLC | 1,118 | $57.0K | 0.00% | −114,717−99.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,292 | $66.0K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 1,313 | $67.1K | 0.05% | +1,313 | New |
| Lindbrook Capital, LLC | 1,323 | $67.6K | 0.01% | −56−4.1% | Reduced |
| Smartleaf Asset Management LLC | 1,375 | $69.7K | 0.01% | +178+14.9% | Added |
| Catalyst Funds Management Pty Ltd | 1,400 | $71.6K | 0.02% | +1,400 | New |
| SRS Capital Advisors, Inc. | 1,402 | $71.7K | 0.01% | +1,402 | New |
| Addison Advisors LLC | 1,442 | $73.7K | 0.02% | +280+24.1% | Added |
| FinTrust Capital Advisors, LLC | 1,458 | $74.5K | 0.01% | +1+0.1% | Added |
| International Assets Investment Management, LLC | 1,700 | $86.9K | 0.01% | +1,700 | New |
| Redwood Wealth Management Group, LLC | 1,736 | $88.7K | 0.07% | +1,736 | New |
| Richardson Financial Services Inc. | 1,775 | $90.7K | 0.07% | −180−9.2% | Reduced |
| Walleye Capital LLC | 1,795 | $91.7K | 0.00% | −19,367−91.5% | Reduced |
| New England Capital Financial Advisors LLC | 1,904 | $97.3K | 0.05% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,007 | $102.8K | 0.00% | +228+12.8% | Added |
| Covestor Ltd | 2,010 | $103.0K | 0.07% | +4+0.2% | Added |
| Cullen/Frost Bankers, Inc. | 2,100 | $107.3K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 2,367 | $121.0K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 2,393 | $122.3K | 0.02% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 2,457 | $125.6K | 0.02% | −50−2.0% | Reduced |
| Private Trust Co NA | 2,570 | $131.4K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,602 | $133.0K | 0.05% | +2,602 | New |
| Nomura Asset Management Co Ltd | 2,640 | $134.9K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 2,678 | $136.9K | 0.01% | +55+2.1% | Added |
| West Branch Capital LLC | 2,709 | $138.5K | 0.05% | 00.0% | Unchanged |
| Bank & Trust Co | 2,834 | $144.8K | 0.12% | +2,834 | New |
| Clearstead Advisors, LLC | 2,838 | $145.0K | 0.00% | +2,303+430.5% | Added |
| IFP Advisors, Inc | 2,838 | $145.1K | 0.01% | −51−1.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,980 | $152.3K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,031 | $154.9K | 0.00% | +19+0.6% | Added |
| Allworth Financial LP | 3,097 | $165.8K | 0.00% | +22+0.7% | Added |
| JJJ Advisors Inc. | 3,326 | $170.0K | 0.04% | −496−13.0% | Reduced |
| Umb Bank N A | 3,388 | $173.2K | 0.00% | −2,978−46.8% | Reduced |
| Toth Financial Advisory Corp | 3,478 | $177.8K | 0.02% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 3,559 | $182.0K | 0.03% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 3,741 | $191.2K | 0.01% | −22,018−85.5% | Reduced |
| Fifth Third Bancorp | 3,759 | $192.1K | 0.00% | +315+9.1% | Added |
| Schulhoff & Co Inc | 4,000 | $204.4K | 0.09% | 00.0% | Unchanged |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 4,050 | $207.0K | 0.00% | 00.0% | Unchanged |
| Blair William & Co | 4,117 | $210.4K | 0.00% | +4,117 | New |
| Wiley Bros.-Aintree Capital, LLC | 4,173 | $213.3K | 0.01% | +4,173 | New |
| Chicago Partners Investment Group LLC | 4,001 | $217.2K | 0.01% | +4,001 | New |
| Quadrant Capital Group LLC | 4,261 | $217.8K | 0.02% | +578+15.7% | Added |
| Citadel Advisors LLC | 4,272 | $218.3K | 0.00% | −190,617−97.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 4,279 | $218.7K | 0.00% | +4,279 | New |
| HHM Wealth Advisors, LLC | 4,304 | $220.0K | 0.03% | 00.0% | Unchanged |
| Beacon Financial Group | 4,320 | $220.8K | 0.03% | −1,365−24.0% | Reduced |
| NDVR, Inc. | 4,323 | $220.9K | 0.23% | −262−5.7% | Reduced |
| Delta Asset Management LLC | 4,325 | $221.1K | 0.02% | 00.0% | Unchanged |
| KBC Group NV | 4,386 | $224.0K | 0.00% | +396+9.9% | Added |
| Rafferty Asset Management, LLC | 4,390 | $224.4K | 0.00% | +4,390 | New |
| National Asset Management, Inc. | 4,393 | $224.5K | 0.01% | −8,370−65.6% | Reduced |
| Tower Research Capital LLC (TRC) | 4,394 | $224.6K | 0.00% | −4,137−48.5% | Reduced |
| Cobblestone Capital Advisors LLC | 4,468 | $228.4K | 0.01% | 00.0% | Unchanged |
| Coastline Trust Co | 4,470 | $228.5K | 0.03% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 4,485 | $229.2K | 0.01% | −172−3.7% | Reduced |
| Lake Street Advisors Group, LLC | 4,497 | $229.8K | 0.01% | −98−2.1% | Reduced |
| Applied Finance Capital Management, LLC | 4,537 | $231.9K | 0.01% | +4,537 | New |
| Edgestream Partners, L.P. | 4,562 | $233.2K | 0.01% | −97,877−95.5% | Reduced |
| Ossiam | 4,571 | $233.6K | 0.00% | −5,091−52.7% | Reduced |
| Profund Advisors LLC | 4,615 | $235.9K | 0.01% | −643−12.2% | Reduced |
| Centiva Capital, LP | 4,619 | $236.1K | 0.01% | −11,372−71.1% | Reduced |
| AE Wealth Management LLC | 4,627 | $236.5K | 0.00% | +4,627 | New |
| State of Wyoming | 4,631 | $236.7K | 0.04% | −3,204−40.9% | Reduced |
| Brown Brothers Harriman & Co | 4,642 | $237.3K | 0.00% | +4,058+694.9% | Added |
| Lane & Associates LLC | 4,653 | $237.8K | 0.14% | +105+2.3% | Added |
| Brinker Capital Investments, LLC | 4,684 | $239.4K | 0.00% | +4,684 | New |
| Orion Portfolio Solutions, LLC | 4,684 | $239.4K | 0.00% | +4,684 | New |
| AlTi Global, Inc. | 4,714 | $240.9K | 0.01% | +89+1.9% | Added |
| Sigma Planning Corp | 4,814 | $246.0K | 0.01% | −452−8.6% | Reduced |
| Fountainhead AM, LLC | 4,878 | $249.3K | 0.06% | −922−15.9% | Reduced |
| Summit Trail Advisors, LLC | 4,888 | $249.8K | 0.01% | +357+7.9% | Added |
| First Citizens Bank & Trust Co | 4,926 | $251.8K | 0.00% | −7,255−59.6% | Reduced |
| Kingsview Wealth Management, LLC | 4,974 | $254.2K | 0.01% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 5,076 | $259.4K | 0.01% | +5,076 | New |
| Ronald Blue Trust, Inc. | 4,861 | $260.8K | 0.00% | +3,086+173.9% | Added |
| Atria Investments LLC | 5,164 | $263.9K | 0.00% | +5,164 | New |
| Patriot Financial Group Insurance Agency, LLC | 5,244 | $268.0K | 0.04% | +21+0.4% | Added |
| Paulson Wealth Management Inc. | 5,258 | $268.7K | 0.08% | −205−3.8% | Reduced |
| Paragon Capital Management Ltd | 5,261 | $268.9K | 0.05% | +1,316+33.4% | Added |
| Mather Group, LLC. | 5,013 | $269.0K | 0.00% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 5,282 | $269.9K | 0.01% | +5,282 | New |
| Lido Advisors, LLC | 5,313 | $271.6K | 0.00% | +1,444+37.3% | Added |
| CIBC Asset Management Inc | 5,371 | $274.5K | 0.00% | −279−4.9% | Reduced |
| MBM Wealth Consultants, LLC | 5,441 | $275.4K | 0.09% | +48+0.9% | Added |
| Impact Partnership Wealth, LLC | 5,394 | $275.7K | 0.07% | +5,394 | New |
| Brooks, Moore & Associates, Inc. | 5,498 | $281.0K | 0.18% | +1,700+44.8% | Added |
| Alpha Cubed Investments, LLC | 5,500 | $281.1K | 0.01% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 5,637 | $288.1K | 0.01% | +7+0.1% | Added |
| Lion Street Advisors, LLC | 5,751 | $293.9K | 0.11% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 5,846 | $298.8K | 0.01% | +5,846 | New |
| Glenview Trust Co | 5,863 | $299.7K | 0.01% | 00.0% | Unchanged |