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 |
|---|---|---|---|---|---|
| Y-Intercept (Hong Kong) Ltd | 14,004 | $715.7K | 0.04% | +10,028+252.2% | Added |
| Securian Asset Management, Inc | 14,198 | $725.7K | 0.02% | −752−5.0% | Reduced |
| United Services Automobile Association | 14,257 | $728.7K | 0.02% | +531+3.9% | Added |
| Lingohr & Partner Asset Management GmbH | 14,544 | $737.0K | 1.84% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 14,501 | $741.1K | 0.01% | +258+1.8% | Added |
| Pearl River Capital, LLC | 14,650 | $748.8K | 0.12% | −7,240−33.1% | Reduced |
| Paradigm Financial Partners, LLC | 14,936 | $763.4K | 0.11% | +944+6.7% | Added |
| Oppenheimer & Co Inc | 14,972 | $765.2K | 0.01% | +54+0.4% | Added |
| Advisory Research Inc | 14,975 | $765.4K | 0.14% | +932+6.6% | Added |
| Maryland State Retirement & Pension System | 14,997 | $766.5K | 0.01% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 15,423 | $788.3K | 0.02% | +3,594+30.4% | Added |
| Toroso Investments, LLC | 15,557 | $795.1K | 0.01% | −48,451−75.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 15,604 | $797.5K | 0.01% | −67,851−81.3% | Reduced |
| SummerHaven Investment Management, LLC | 15,865 | $810.9K | 0.53% | +287+1.8% | Added |
| Susquehanna International Group, LLP | 16,170 | $826.4K | 0.00% | +6,011+59.2% | Added |
| MML Investors Services, LLC | 16,429 | $840.0K | 0.00% | +543+3.4% | Added |
| Convergence Investment Partners, LLC | 16,516 | $844.1K | 0.25% | −5,613−25.4% | Reduced |
| Rockefeller Capital Management L.P. | 17,044 | $872.0K | 0.00% | −1,083−6.0% | Reduced |
| Concurrent Investment Advisors, LLC | 17,276 | $883.0K | 0.03% | +772+4.7% | Added |
| Commerce Bank | 17,302 | $884.3K | 0.01% | +615+3.7% | Added |
| Mercer Global Advisors Inc | 17,473 | $916.7K | 0.00% | +2,559+17.2% | Added |
| Caxton Associates LP | 18,382 | $939.5K | 0.04% | +13,544+280.0% | Added |
| Summit Global Investments | 18,399 | $940.0K | 0.06% | +18,399 | New |
| Neumann Capital Management, LLC | 18,683 | $954.9K | 0.33% | −300−1.6% | Reduced |
| Lifestyle Asset Management, Inc. | 18,857 | $963.8K | 0.55% | −1,857−9.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 18,944 | $968.0K | 0.11% | +5,760+43.7% | Added |
| Stephens Inc | 18,987 | $970.4K | 0.01% | −332−1.7% | Reduced |
| State of Alaska, Department of Revenue | 19,357 | $989.0K | 0.01% | −445−2.2% | Reduced |
| XML Financial, LLC | 19,630 | $1.00M | 0.10% | 00.0% | Unchanged |
| Signaturefd, LLC | 19,706 | $1.01M | 0.02% | −67−0.3% | Reduced |
| Gotham Asset Management, LLC | 19,863 | $1.02M | 0.01% | +7,769+64.2% | Added |
| Keynote Financial Services LLC | 19,940 | $1.02M | 0.85% | +160+0.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 20,200 | $1.03M | 0.00% | +20,200 | New |
| Public Employees Retirement Association of Colorado | 20,212 | $1.03M | 0.00% | −1,348−6.3% | Reduced |
| Abacus Planning Group, Inc. | 20,371 | $1.04M | 0.20% | +154+0.8% | Added |
| Ethic Inc. | 20,795 | $1.06M | 0.02% | +595+2.9% | Added |
| GPS Wealth Strategies Group, LLC | 20,921 | $1.07M | 0.16% | −1,333−6.0% | Reduced |
| Axq Capital, LP | 21,220 | $1.08M | 0.25% | +9,248+77.2% | Added |
| Polianta Ltd | 21,300 | $1.09M | 0.55% | −600−2.7% | Reduced |
| Federated Hermes, Inc. | 21,512 | $1.10M | 0.00% | −8,363−28.0% | Reduced |
| Xponance, Inc. | 21,579 | $1.10M | 0.01% | −4,103−16.0% | Reduced |
| AIA Group Ltd | 21,672 | $1.11M | 0.03% | 00.0% | Unchanged |
| CBOE Vest Financial, LLC | 21,770 | $1.11M | 0.03% | +5,887+37.1% | Added |
| Councilmark Asset Management, LLC | 21,800 | $1.11M | 0.79% | 00.0% | Unchanged |
| Ascent Group, LLC | 22,126 | $1.13M | 0.09% | −1,369−5.8% | Reduced |
| Sanctuary Advisors, LLC | 22,481 | $1.14M | 0.01% | +22,481 | New |
| MAI Capital Management | 22,403 | $1.15M | 0.01% | −1,557−6.5% | Reduced |
| Affinity Investment Advisors, LLC | 22,597 | $1.15M | 0.87% | 00.0% | Unchanged |
| Vident Advisory, LLC | 22,949 | $1.17M | 0.03% | +4,849+26.8% | Added |
| New York Life Investment Management LLC | 23,642 | $1.21M | 0.01% | +2,148+10.0% | Added |
| Pictet Asset Management Holding SA | 24,144 | $1.23M | 0.00% | +710+3.0% | Added |
| Sowell Financial Services LLC | 24,555 | $1.25M | 0.06% | +110.0% | Added |
| Lecap Asset Management Ltd | 25,758 | $1.32M | 0.28% | −9,979−27.9% | Reduced |
| Dumont & Blake Investment Advisors LLC | 25,844 | $1.32M | 0.19% | +12,962+100.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 26,082 | $1.33M | 0.00% | +26,082 | New |
| Gsa Capital Partners LLP | 26,825 | $1.37M | 0.10% | +16,752+166.3% | Added |
| Natixis Advisors, L.P. | 27,296 | $1.40M | 0.00% | +873+3.3% | Added |
| The PNC Financial Services Group, Inc. | 27,975 | $1.43M | 0.00% | −211−0.7% | Reduced |
| NJ State Employees Deferred Compensation Plan | 28,000 | $1.43M | 0.18% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 27,293 | $1.44M | 0.12% | +27,293 | New |
| Intech Investment Management LLC | 28,605 | $1.46M | 0.02% | +23,573+468.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 28,765 | $1.47M | 0.00% | +4,823+20.1% | Added |
| Private Advisor Group, LLC | 29,481 | $1.51M | 0.01% | +437+1.5% | Added |
| CIBC World Markets Inc. | 29,894 | $1.53M | 0.00% | +2,745+10.1% | Added |
| Crossmark Global Holdings, Inc. | 30,106 | $1.54M | 0.03% | −1,346−4.3% | Reduced |
| BKD Wealth Advisors, LLC | 30,872 | $1.58M | 0.04% | −745−2.4% | Reduced |
| Strategic Global Advisors, LLC | 31,178 | $1.59M | 0.33% | +573+1.9% | Added |
| Campbell & CO Investment Adviser LLC | 32,023 | $1.64M | 0.14% | +14,978+87.9% | Added |
| Pacer Advisors, Inc. | 32,737 | $1.67M | 0.00% | +5,326+19.4% | Added |
| Hancock Whitney Corp | 33,251 | $1.70M | 0.06% | −5,520−14.2% | Reduced |
| Toronto Dominion Bank | 33,600 | $1.72M | 0.00% | +1,400+4.3% | Added |
| Danske Bank A/S | 33,906 | $1.73M | 0.01% | −5,317−13.6% | Reduced |
| Waterfront Wealth Inc. | 33,984 | $1.74M | 0.47% | +3,658+12.1% | Added |
| Ritholtz Wealth Management | 34,222 | $1.75M | 0.06% | −4,381−11.3% | Reduced |
| Vestcor Inc | 34,633 | $1.77M | 0.06% | −5,429−13.6% | Reduced |
| Investors Research Corp | 34,725 | $1.77M | 0.41% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 35,041 | $1.79M | 0.01% | +6,385+22.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 35,105 | $1.79M | 0.01% | −351−1.0% | Reduced |
| DGS Capital Management, LLC | 35,351 | $1.81M | 0.51% | +765+2.2% | Added |
| Advisory Services Network, LLC | 36,130 | $1.85M | 0.04% | +312+0.9% | Added |
| Cetera Investment Advisers | 36,132 | $1.85M | 0.00% | +3,143+9.5% | Added |
| Aviance Capital Partners, LLC | 36,370 | $1.86M | 0.26% | −1,928−5.0% | Reduced |
| Naples Global Advisors, LLC | 36,769 | $1.88M | 0.19% | −1,397−3.7% | Reduced |
| Oregon Public Employees Retirement Fund | 36,969 | $1.89M | 0.04% | −7,900−17.6% | Reduced |
| Abn Amro Investment Solutions | 37,769 | $1.93M | 0.04% | −12,044−24.2% | Reduced |
| Sculati Wealth Management, LLC | 37,910 | $1.94M | 0.83% | +2,310+6.5% | Added |
| Nations Financial Group Inc, | 38,005 | $1.94M | 0.16% | −423−1.1% | Reduced |
| New Mexico Educational Retirement Board | 38,200 | $1.95M | 0.07% | 00.0% | Unchanged |
| Omers Administration Corp | 39,200 | $2.00M | 0.02% | +39,200 | New |
| CoreCap Advisors, LLC | 39,265 | $2.01M | 0.21% | −1,183−2.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 39,457 | $2.02M | 0.01% | −757−1.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 39,732 | $2.03M | 0.05% | −816−2.0% | Reduced |
| Boston Financial Mangement LLC | 40,000 | $2.04M | 0.07% | 00.0% | Unchanged |
| Bokf, NA | 41,657 | $2.13M | 0.04% | −122−0.3% | Reduced |
| Savant Capital, LLC | 41,714 | $2.13M | 0.02% | +675+1.6% | Added |
| Nisa Investment Advisors, LLC | 41,807 | $2.14M | 0.01% | +500+1.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 42,042 | $2.15M | 0.01% | +2,156+5.4% | Added |
| Great Diamond Partners, LLC | 42,318 | $2.16M | 0.51% | −275−0.6% | Reduced |
| Commonwealth Equity Services, LLC | 42,396 | $2.17M | 0.00% | −6,929−14.0% | Reduced |
| State of Michigan Retirement System | 42,900 | $2.19M | 0.01% | −1,700−3.8% | Reduced |