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 |
|---|---|---|---|---|---|
| Moore Capital Management, LP | 0 | $0 | 0.00% | −16,559−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −16,054−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −15,037−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −12,153−100.0% | Sold out |
| Relative Value Partners Group, LLC | 0 | $0 | 0.00% | −13,355−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −11,400−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −9,712−100.0% | Sold out |
| Measured Wealth Private Client Group, LLC | 0 | $0 | 0.00% | −8,186−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −6,803−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −6,145−100.0% | Sold out |
| Alhambra Investment Partners LLC | 0 | $0 | 0.00% | −6,004−100.0% | Sold out |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −5,205−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −5,072−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −5,041−100.0% | Sold out |
| Hartline Investment Corp | 0 | $0 | 0.00% | −4,962−100.0% | Sold out |
| FourThought Financial Partners, LLC | 0 | $0 | 0.00% | −4,622−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −4,447−100.0% | Sold out |
| Delap Wealth Advisory, LLC | 0 | $0 | 0.00% | −4,438−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −4,308−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −4,085−100.0% | Sold out |
| Buska Wealth Management, LLC | 0 | $0 | 0.00% | −3,770−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −1,073−100.0% | Sold out |
| Colonial Trust Advisors | 0 | $0 | 0.00% | −855−100.0% | Sold out |
| Bangor Savings Bank | 0 | $0 | 0.00% | −664−100.0% | Sold out |
| Salomon & Ludwin, LLC | 0 | $0 | 0.00% | −515−100.0% | Sold out |
| Richard W. Paul & Associates, LLC | 0 | $0 | 0.00% | −310−100.0% | Sold out |
| Custom Portfolio Group LLC | 0 | $0 | 0.00% | −297−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −251−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −235−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −146−100.0% | Sold out |
| DT Investment Partners, LLC | 0 | $0 | 0.00% | −116−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −97−100.0% | Sold out |
| GoalVest Advisory LLC | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| Northwest Investment Counselors, LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Rakuten Securities, Inc. | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Cornerstone Planning Group LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |
| Grey Street Capital, LLC | – | – | – | – | Not filed |
| Handelsinvest Investeringsforvaltning | – | – | – | – | Not filed |
| Cipher Capital LP | – | – | – | – | Not filed |
| Cambridge Trust Co | – | – | – | – | Not filed |
| Retirement Group, LLC | – | – | – | – | Not filed |