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 |
|---|---|---|---|---|---|
| GAMMA Investing LLC | 5,867 | $299.9K | 0.04% | +2,796+91.0% | Added |
| Brown Advisory Inc | 5,891 | $301.1K | 0.00% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,899 | $301.5K | 0.05% | +937+18.9% | Added |
| Callan Capital, LLC | 5,961 | $304.7K | 0.03% | +1,549+35.1% | Added |
| Prossimo Advisors, LLC | 5,970 | $305.0K | 0.28% | −80−1.3% | Reduced |
| GWM Advisors LLC | 5,986 | $306.0K | 0.00% | −98−1.6% | Reduced |
| Arnhold LLC | 6,008 | $307.1K | 0.03% | 00.0% | Unchanged |
| Wintrust Investments LLC | 6,042 | $309.0K | 0.03% | −20−0.3% | Reduced |
| MQS Management LLC | 6,067 | $310.1K | 0.19% | +6,067 | New |
| Ashton Thomas Private Wealth, LLC | 6,071 | $310.3K | 0.02% | +48+0.8% | Added |
| Daiwa Securities Group Inc. | 6,100 | $312.0K | 0.00% | +300+5.2% | Added |
| Virtus Investment Advisers, Inc. | 6,105 | $312.0K | 0.26% | −2,900−32.2% | Reduced |
| Eqis Capital Management, Inc. | 6,133 | $313.4K | 0.03% | +132+2.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 6,200 | $316.9K | 0.00% | −35,705−85.2% | Reduced |
| Investors Asset Management of Georgia Inc | 6,201 | $316.9K | 0.15% | −394−6.0% | Reduced |
| Forum Financial Management, LP | 6,204 | $317.1K | 0.01% | +9+0.1% | Added |
| Bessemer Group Inc | 6,260 | $320.0K | 0.00% | −252−3.9% | Reduced |
| Simplicity Wealth,LLC | 6,307 | $322.3K | 0.01% | +662+11.7% | Added |
| Bleakley Financial Group, LLC | 6,307 | $322.3K | 0.01% | +662+11.7% | Added |
| Regions Financial Corp | 6,328 | $323.4K | 0.00% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 6,354 | $324.8K | 0.01% | +52+0.8% | Added |
| Northwestern Mutual Wealth Management Co | 6,365 | $325.3K | 0.00% | −105−1.6% | Reduced |
| Blueshift Asset Management, LLC | 6,409 | $327.6K | 0.11% | +6,409 | New |
| J. W. Coons Advisors, LLC | 6,427 | $328.5K | 0.08% | +20.0% | Added |
| Wetzel Investment Advisors, Inc. | 6,190 | $332.2K | 0.19% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 6,278 | $332.4K | 0.08% | −291−4.4% | Reduced |
| Strategic Investment Advisors | 6,518 | $333.2K | 0.04% | −245−3.6% | Reduced |
| Meeder Advisory Services, Inc. | 6,529 | $333.7K | 0.02% | +2,467+60.7% | Added |
| Quent Capital, LLC | 6,552 | $334.9K | 0.04% | +32+0.5% | Added |
| Means Investment Co., Inc. | 6,674 | $341.1K | 0.04% | +34+0.5% | Added |
| Skopos Labs, Inc. | 6,395 | $344.5K | 0.15% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 6,760 | $345.9K | 0.01% | +6,760 | New |
| NorthRock Partners, LLC | 6,843 | $349.8K | 0.01% | +139+2.1% | Added |
| nVerses Capital, LLC | 7,000 | $357.8K | 0.21% | +7,000 | New |
| Shelton Capital Management | 7,113 | $363.5K | 0.01% | −794−10.0% | Reduced |
| Kestra Advisory Services, LLC | 7,130 | $364.4K | 0.00% | +479+7.2% | Added |
| Dorsey & Whitney Trust CO LLC | 7,161 | $366.0K | 0.03% | 00.0% | Unchanged |
| Veriti Management LLC | 7,169 | $366.4K | 0.02% | +816+12.8% | Added |
| Patten Group, Inc. | 7,231 | $369.6K | 0.09% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 7,380 | $377.2K | 0.03% | +7,380 | New |
| J.W. Cole Advisors, Inc. | 7,447 | $380.6K | 0.02% | −377−4.8% | Reduced |
| Erste Asset Management GmbH | 7,600 | $385.4K | 0.01% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 7,606 | $388.7K | 0.02% | −219−2.8% | Reduced |
| Clarius Group, LLC | 7,746 | $395.9K | 0.03% | −595−7.1% | Reduced |
| BancorpSouth Bank | 8,027 | $410.3K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 8,068 | $412.4K | 0.01% | +60+0.7% | Added |
| Baird Financial Group, Inc. | 8,119 | $415.0K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 8,337 | $426.1K | 0.31% | +8,223+7,213.2% | Added |
| Consolidated Planning Corp | 8,382 | $428.4K | 0.07% | +2,730+48.3% | Added |
| Newport Capital Group, LLC | 8,788 | $449.2K | 0.36% | +8,788 | New |
| TFB Advisors LLC | 8,796 | $449.6K | 0.15% | +340+4.0% | Added |
| Quadrature Capital Ltd | 8,918 | $455.6K | 0.01% | −12,145−57.7% | Reduced |
| Campion Asset Management LLC | 8,920 | $455.9K | 0.36% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 8,933 | $456.6K | 0.00% | +8,933 | New |
| CSS LLC | 8,970 | $458.5K | 0.03% | +645+7.7% | Added |
| Balyasny Asset Management LLC | 8,979 | $458.9K | 0.00% | +8,979 | New |
| My Legacy Advisors, LLC | 9,250 | $472.8K | 0.15% | +235+2.6% | Added |
| Old Port Advisors | 9,262 | $473.4K | 0.14% | −186−2.0% | Reduced |
| Capstone Investment Advisors, LLC | 9,307 | $475.7K | 0.01% | +9,307 | New |
| Venture Visionary Partners LLC | 9,526 | $486.9K | 0.02% | −1,438−13.1% | Reduced |
| Belpointe Asset Management LLC | 9,526 | $486.9K | 0.03% | +765+8.7% | Added |
| Proequities, Inc. | 9,740 | $497.8K | 0.03% | −121−1.2% | Reduced |
| Wedmont Private Capital | 9,780 | $507.8K | 0.03% | +4,434+82.9% | Added |
| Westover Capital Advisors, LLC | 9,987 | $510.4K | 0.13% | −260−2.5% | Reduced |
| Beacon Pointe Advisors, LLC | 10,021 | $512.2K | 0.01% | −100−1.0% | Reduced |
| Utah Retirement Systems | 10,100 | $516.2K | 0.01% | −700−6.5% | Reduced |
| Carret Asset Management, LLC | 10,132 | $517.8K | 0.06% | −300−2.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 10,126 | $518.0K | 0.01% | +217+2.2% | Added |
| Ieq Capital, LLC | 10,227 | $522.7K | 0.01% | +1,250+13.9% | Added |
| Bridgefront Capital, LLC | 10,305 | $526.7K | 0.22% | +4,521+78.2% | Added |
| CWM, LLC | 10,305 | $527.0K | 0.00% | +2,605+33.8% | Added |
| Csenge Advisory Group | 10,390 | $531.0K | 0.03% | −1,878−15.3% | Reduced |
| Boxwood Ventures, Inc. | 10,412 | $532.2K | 0.85% | 00.0% | Unchanged |
| Pitcairn Co | 10,501 | $536.7K | 0.03% | −377−3.5% | Reduced |
| United Capital Financial Advisers, LLC | 10,508 | $537.1K | 0.00% | −7,615−42.0% | Reduced |
| Old National Bancorp | 10,546 | $539.0K | 0.01% | −45−0.4% | Reduced |
| Financial Advisory Service, Inc. | 10,688 | $546.2K | 0.05% | −696−6.1% | Reduced |
| D.A. Davidson & Co. | 10,691 | $546.5K | 0.00% | +477+4.7% | Added |
| TownSquare Capital, LLC | 10,786 | $551.3K | 0.01% | +1,295+13.6% | Added |
| HM Payson & Co | 11,057 | $565.1K | 0.01% | −150−1.3% | Reduced |
| Deerfield Management Company, L.P. (Series C) | 11,057 | $565.1K | 0.01% | +11,057 | New |
| Greenleaf Trust | 11,135 | $569.1K | 0.01% | −69−0.6% | Reduced |
| Mutual Advisors, LLC | 10,835 | $579.9K | 0.02% | −514−4.5% | Reduced |
| Coldstream Capital Management Inc | 11,557 | $590.7K | 0.01% | +24+0.2% | Added |
| ClearAlpha Technologies LP | 12,073 | $617.1K | 0.24% | +1,697+16.4% | Added |
| CAPROCK Group, Inc. | 12,087 | $617.8K | 0.03% | +5,362+79.7% | Added |
| Petrus Trust Company, LTA | 12,189 | $623.0K | 0.06% | −4,040−24.9% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 12,403 | $633.9K | 0.13% | +10,324+496.6% | Added |
| Evergreen Capital Management LLC | 12,573 | $642.6K | 0.02% | −739−5.6% | Reduced |
| Wellington Management Group LLP | 12,707 | $649.5K | 0.00% | −3,761−22.8% | Reduced |
| QRG Capital Management, Inc. | 12,786 | $653.5K | 0.01% | +226+1.8% | Added |
| Moran Wealth Management, LLC | 13,074 | $668.2K | 0.02% | +1,285+10.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 13,211 | $675.0K | 0.01% | −468−3.4% | Reduced |
| Park Avenue Securities LLC | 13,306 | $680.0K | 0.01% | −666−4.8% | Reduced |
| BOS Asset Management, LLC | 13,317 | $680.6K | 0.31% | −115−0.9% | Reduced |
| M&T Bank Corp | 13,638 | $697.3K | 0.00% | −1,935−12.4% | Reduced |
| Patten & Patten Inc | 13,677 | $699.0K | 0.05% | −530−3.7% | Reduced |
| Coombe, Bender & Co LLC | 13,855 | $708.2K | 0.42% | −267−1.9% | Reduced |
| Versor Investments LP | 13,986 | $714.8K | 0.13% | +13,986 | New |
| Atlas Capital Advisors LLC | 13,999 | $715.5K | 0.09% | −1,267−8.3% | Reduced |