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 |
|---|---|---|---|---|---|
| Handelsbanken Fonder AB | 43,107 | $2.20M | 0.01% | −7,100−14.1% | Reduced |
| STRS Ohio | 43,336 | $2.21M | 0.01% | +1,049+2.5% | Added |
| Kendall Capital Management | 43,595 | $2.23M | 0.74% | +175+0.4% | Added |
| Deutsche Bank AG | 43,634 | $2.23M | 0.00% | −341−0.8% | Reduced |
| Agf Management Ltd | 44,275 | $2.26M | 0.01% | −2,372−5.1% | Reduced |
| State of Tennessee, Treasury Department | 45,221 | $2.31M | 0.01% | 00.0% | Unchanged |
| Cerity Partners LLC | 45,657 | $2.33M | 0.01% | −3,150−6.5% | Reduced |
| Bridgeway Capital Management, LLC | 46,300 | $2.37M | 0.06% | −99,300−68.2% | Reduced |
| Bank of Montreal | 48,164 | $2.46M | 0.00% | −157,894−76.6% | Reduced |
| Anchor Investment Management, LLC | 49,403 | $2.52M | 0.26% | 00.0% | Unchanged |
| JustInvest LLC | 49,987 | $2.55M | 0.05% | +7,077+16.5% | Added |
| Louisiana State Employees Retirement System | 50,400 | $2.58M | 0.05% | −1,900−3.6% | Reduced |
| Mariner, LLC | 52,295 | $2.67M | 0.01% | +2,533+5.1% | Added |
| Hussman Strategic Advisors, Inc. | 52,500 | $2.68M | 0.74% | 00.0% | Unchanged |
| Bank of Nova Scotia | 53,046 | $2.71M | 0.01% | +24,499+85.8% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 53,611 | $2.74M | 0.01% | −91,270−63.0% | Reduced |
| Arizona State Retirement System | 53,617 | $2.74M | 0.02% | +140.0% | Added |
| Jump Financial, LLC | 53,962 | $2.76M | 0.06% | +4,783+9.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 54,100 | $2.76M | 0.23% | 00.0% | Unchanged |
| Citigroup Inc | 54,305 | $2.78M | 0.00% | +11,330+26.4% | Added |
| Quest Partners LLC | 54,720 | $2.80M | 0.38% | +16,945+44.9% | Added |
| Thrivent Financial for Lutherans | 59,018 | $3.02M | 0.01% | −3,229−5.2% | Reduced |
| Auxier Asset Management | 59,126 | $3.02M | 0.48% | +429+0.7% | Added |
| Janney Montgomery Scott LLC | 60,320 | $3.08M | 0.01% | +125+0.2% | Added |
| Teachers Retirement System of the State of Kentucky | 60,910 | $3.11M | 0.03% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 63,065 | $3.22M | 0.11% | −2,224−3.4% | Reduced |
| Envestnet Asset Management Inc | 65,159 | $3.33M | 0.00% | −5,108−7.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 65,531 | $3.35M | 0.00% | −1,970−2.9% | Reduced |
| Illinois Municipal Retirement Fund | 65,768 | $3.36M | 0.05% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 65,894 | $3.37M | 0.01% | −39,017−37.2% | Reduced |
| BNP Paribas Arbitrage, SA | 66,073 | $3.38M | 0.00% | +31,467+90.9% | Added |
| Pathstone Holdings, LLC | 66,320 | $3.39M | 0.02% | −1,105−1.6% | Reduced |
| apricus wealth, LLC | 66,685 | $3.41M | 2.43% | −4,700−6.6% | Reduced |
| Zacks Investment Management | 73,307 | $3.75M | 0.04% | +4,344+6.3% | Added |
| Silver Lake Advisory, LLC | 73,993 | $3.78M | 1.70% | +101+0.1% | Added |
| Pinebridge Investments, L.P. | 74,495 | $3.81M | 0.03% | −2,597−3.4% | Reduced |
| Macquarie Group Ltd | 75,700 | $3.87M | 0.00% | 00.0% | Unchanged |
| Trexquant Investment LP | 77,154 | $3.94M | 0.06% | +56,927+281.4% | Added |
| Van Eck Associates Corp | 77,195 | $3.94M | 0.01% | +77,195 | New |
| HighTower Advisors, LLC | 77,861 | $3.98M | 0.01% | +1,830+2.4% | Added |
| Yousif Capital Management, LLC | 77,873 | $3.98M | 0.05% | −8,655−10.0% | Reduced |
| Boston Common Asset Management, LLC | 78,663 | $4.02M | 0.10% | −12,577−13.8% | Reduced |
| Alaska Permanent Fund Corp | 70,058 | $4.03M | 0.06% | −559−0.8% | Reduced |
| BTC Capital Management, Inc. | 79,119 | $4.04M | 0.38% | −16,991−17.7% | Reduced |
| Ensign Peak Advisors, Inc | 80,041 | $4.09M | 0.01% | +2,350+3.0% | Added |
| Treasurer of the State of North Carolina | 83,049 | $4.25M | 0.02% | −5,652−6.4% | Reduced |
| Creative Planning | 85,442 | $4.37M | 0.00% | −204−0.2% | Reduced |
| Algebris (UK) Ltd | 92,596 | $4.42M | 1.42% | −21,359−18.7% | Reduced |
| First Horizon Advisors, Inc. | 87,017 | $4.45M | 0.14% | −1,184−1.3% | Reduced |
| Squarepoint Ops LLC | 87,144 | $4.45M | 0.02% | −274,046−75.9% | Reduced |
| Canada Pension Plan Investment Board | 88,000 | $4.50M | 0.00% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 89,465 | $4.57M | 0.02% | −2,762−3.0% | Reduced |
| US Bancorp | 93,334 | $4.77M | 0.01% | −64−0.1% | Reduced |
| Verition Fund Management LLC | 93,862 | $4.80M | 0.04% | +75,066+399.4% | Added |
| MetLife Investment Management | 93,972 | $4.80M | 0.03% | −6,108−6.1% | Reduced |
| Qube Research & Technologies Ltd | 95,263 | $4.87M | 0.01% | −350,826−78.6% | Reduced |
| AlphaCore Capital LLC | 95,943 | $4.90M | 1.18% | +478+0.5% | Added |
| State of Wisconsin Investment Board | 96,814 | $4.95M | 0.01% | −10,455−9.7% | Reduced |
| Price T Rowe Associates Inc | 101,282 | $5.18M | 0.00% | −4,549−4.3% | Reduced |
| Mackenzie Financial Corp | 101,462 | $5.19M | 0.01% | +78,801+347.7% | Added |
| Mutual of America Capital Management LLC | 101,926 | $5.21M | 0.06% | −6,394−5.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 103,834 | $5.27M | 0.03% | +25,320+32.2% | Added |
| Advisor Group Holdings, Inc. | 103,200 | $5.27M | 0.01% | −54,987−34.8% | Reduced |
| Wells Fargo & Company | 105,547 | $5.39M | 0.00% | −20,183−16.1% | Reduced |
| IFG Advisory, LLC | 112,949 | $5.77M | 0.37% | −788−0.7% | Reduced |
| Amalgamated Bank | 113,827 | $5.82M | 0.05% | −12,652−10.0% | Reduced |
| Foster & Motley Inc | 116,082 | $5.93M | 0.41% | +1,522+1.3% | Added |
| National Bank of Canada | 117,226 | $6.00M | 0.01% | −74,782−38.9% | Reduced |
| Ibex Wealth Advisors | 118,681 | $6.07M | 0.95% | +24,136+25.5% | Added |
| Public Employees Retirement System of Ohio | 120,132 | $6.14M | 0.02% | +37,386+45.2% | Added |
| O'Shaughnessy Asset Management, LLC | 121,073 | $6.19M | 0.06% | −10,915−8.3% | Reduced |
| Jane Street Group, LLC | 122,038 | $6.24M | 0.01% | +91,038+293.7% | Added |
| Point72 Asset Management, L.P. | 122,255 | $6.25M | 0.02% | +122,255 | New |
| Janus Henderson Group PLC | 122,803 | $6.27M | 0.00% | +15,121+14.0% | Added |
| Burney Co | 123,089 | $6.29M | 0.24% | −5,103−4.0% | Reduced |
| Teacher Retirement System of Texas | 129,329 | $6.61M | 0.04% | +9,022+7.5% | Added |
| Neo Ivy Capital Management | 129,920 | $6.64M | 1.30% | +129,920 | New |
| Cubist Systematic Strategies, LLC | 132,776 | $6.79M | 0.12% | −156,645−54.1% | Reduced |
| Russell Investments Group, Ltd. | 132,918 | $6.79M | 0.01% | −3,371−2.5% | Reduced |
| Comerica Bank | 135,902 | $6.95M | 0.03% | −1,785−1.3% | Reduced |
| Ci Investments Inc. | 136,286 | $6.97M | 0.03% | −1,002−0.7% | Reduced |
| Principal Street Partners, LLC | 139,073 | $7.11M | 1.27% | −314−0.2% | Reduced |
| Algert Global LLC | 139,348 | $7.12M | 0.24% | +17,654+14.5% | Added |
| New York State Common Retirement Fund | 146,581 | $7.49M | 0.01% | −5,515−3.6% | Reduced |
| Barnett & Company, Inc. | 148,742 | $7.60M | 5.46% | −1,315−0.9% | Reduced |
| Great West Life Assurance Co | 153,329 | $7.84M | 0.01% | −9,216−5.7% | Reduced |
| CI Private Wealth, LLC | 154,576 | $7.90M | 0.01% | −1,618−1.0% | Reduced |
| Voloridge Investment Management, LLC | 158,236 | $8.09M | 0.03% | −107,394−40.4% | Reduced |
| State Board of Administration of Florida Retirement System | 163,082 | $8.34M | 0.02% | −14,511−8.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 170,100 | $8.69M | 0.03% | +110,100+183.5% | Added |
| Bridgewater Associates, LP | 171,269 | $8.75M | 0.05% | +65,068+61.3% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 173,412 | $8.86M | 0.03% | +27,628+19.0% | Added |
| Quantinno Capital Management LP | 175,146 | $8.95M | 0.16% | +5,102+3.0% | Added |
| Robeco Institutional Asset Management B.V. | 182,705 | $9.34M | 0.02% | +31,639+20.9% | Added |
| South Dakota Investment Council | 184,850 | $9.45M | 0.19% | −33,532−15.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 185,255 | $9.47M | 0.02% | +44,569+31.7% | Added |
| NewSquare Capital LLC | 189,746 | $9.54M | 0.82% | +8,333+4.6% | Added |
| M&G Plc | 187,121 | $9.54M | 0.06% | +20,675+12.4% | Added |
| California State Teachers Retirement System | 188,759 | $9.65M | 0.01% | −8,060−4.1% | Reduced |
| Raymond James & Associates | 194,978 | $9.97M | 0.01% | +19,128+10.9% | Added |