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 |
|---|---|---|---|---|---|
| Russell Investments Group, Ltd. | 132,918 | $6.79M | 0.01% | −3,371−2.5% | Reduced |
| Cubist Systematic Strategies, LLC | 132,776 | $6.79M | 0.12% | −156,645−54.1% | Reduced |
| Neo Ivy Capital Management | 129,920 | $6.64M | 1.30% | +129,920 | New |
| Teacher Retirement System of Texas | 129,329 | $6.61M | 0.04% | +9,022+7.5% | Added |
| Burney Co | 123,089 | $6.29M | 0.24% | −5,103−4.0% | Reduced |
| Janus Henderson Group PLC | 122,803 | $6.27M | 0.00% | +15,121+14.0% | Added |
| Point72 Asset Management, L.P. | 122,255 | $6.25M | 0.02% | +122,255 | New |
| Jane Street Group, LLC | 122,038 | $6.24M | 0.01% | +91,038+293.7% | Added |
| O'Shaughnessy Asset Management, LLC | 121,073 | $6.19M | 0.06% | −10,915−8.3% | Reduced |
| Public Employees Retirement System of Ohio | 120,132 | $6.14M | 0.02% | +37,386+45.2% | Added |
| Ibex Wealth Advisors | 118,681 | $6.07M | 0.95% | +24,136+25.5% | Added |
| National Bank of Canada | 117,226 | $6.00M | 0.01% | −74,782−38.9% | Reduced |
| Foster & Motley Inc | 116,082 | $5.93M | 0.41% | +1,522+1.3% | Added |
| Amalgamated Bank | 113,827 | $5.82M | 0.05% | −12,652−10.0% | Reduced |
| IFG Advisory, LLC | 112,949 | $5.77M | 0.37% | −788−0.7% | Reduced |
| Wells Fargo & Company | 105,547 | $5.39M | 0.00% | −20,183−16.1% | Reduced |
| Advisor Group Holdings, Inc. | 103,200 | $5.27M | 0.01% | −54,987−34.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 103,834 | $5.27M | 0.03% | +25,320+32.2% | Added |
| Mutual of America Capital Management LLC | 101,926 | $5.21M | 0.06% | −6,394−5.9% | Reduced |
| Mackenzie Financial Corp | 101,462 | $5.19M | 0.01% | +78,801+347.7% | Added |
| Price T Rowe Associates Inc | 101,282 | $5.18M | 0.00% | −4,549−4.3% | Reduced |
| State of Wisconsin Investment Board | 96,814 | $4.95M | 0.01% | −10,455−9.7% | Reduced |
| AlphaCore Capital LLC | 95,943 | $4.90M | 1.18% | +478+0.5% | Added |
| Qube Research & Technologies Ltd | 95,263 | $4.87M | 0.01% | −350,826−78.6% | Reduced |
| MetLife Investment Management | 93,972 | $4.80M | 0.03% | −6,108−6.1% | Reduced |
| Verition Fund Management LLC | 93,862 | $4.80M | 0.04% | +75,066+399.4% | Added |
| US Bancorp | 93,334 | $4.77M | 0.01% | −64−0.1% | Reduced |
| Wealthfront Advisers LLC | 89,465 | $4.57M | 0.02% | −2,762−3.0% | Reduced |
| Canada Pension Plan Investment Board | 88,000 | $4.50M | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 87,144 | $4.45M | 0.02% | −274,046−75.9% | Reduced |
| First Horizon Advisors, Inc. | 87,017 | $4.45M | 0.14% | −1,184−1.3% | Reduced |
| Algebris (UK) Ltd | 92,596 | $4.42M | 1.42% | −21,359−18.7% | Reduced |
| Creative Planning | 85,442 | $4.37M | 0.00% | −204−0.2% | Reduced |
| Treasurer of the State of North Carolina | 83,049 | $4.25M | 0.02% | −5,652−6.4% | Reduced |
| Ensign Peak Advisors, Inc | 80,041 | $4.09M | 0.01% | +2,350+3.0% | Added |
| BTC Capital Management, Inc. | 79,119 | $4.04M | 0.38% | −16,991−17.7% | Reduced |
| Alaska Permanent Fund Corp | 70,058 | $4.03M | 0.06% | −559−0.8% | Reduced |
| Boston Common Asset Management, LLC | 78,663 | $4.02M | 0.10% | −12,577−13.8% | Reduced |
| Yousif Capital Management, LLC | 77,873 | $3.98M | 0.05% | −8,655−10.0% | Reduced |
| HighTower Advisors, LLC | 77,861 | $3.98M | 0.01% | +1,830+2.4% | Added |
| Van Eck Associates Corp | 77,195 | $3.94M | 0.01% | +77,195 | New |
| Trexquant Investment LP | 77,154 | $3.94M | 0.06% | +56,927+281.4% | Added |
| Macquarie Group Ltd | 75,700 | $3.87M | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 74,495 | $3.81M | 0.03% | −2,597−3.4% | Reduced |
| Silver Lake Advisory, LLC | 73,993 | $3.78M | 1.70% | +101+0.1% | Added |
| Zacks Investment Management | 73,307 | $3.75M | 0.04% | +4,344+6.3% | Added |
| apricus wealth, LLC | 66,685 | $3.41M | 2.43% | −4,700−6.6% | Reduced |
| Pathstone Holdings, LLC | 66,320 | $3.39M | 0.02% | −1,105−1.6% | Reduced |
| BNP Paribas Arbitrage, SA | 66,073 | $3.38M | 0.00% | +31,467+90.9% | Added |
| State of New Jersey Common Pension Fund D | 65,894 | $3.37M | 0.01% | −39,017−37.2% | Reduced |
| Illinois Municipal Retirement Fund | 65,768 | $3.36M | 0.05% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 65,531 | $3.35M | 0.00% | −1,970−2.9% | Reduced |
| Envestnet Asset Management Inc | 65,159 | $3.33M | 0.00% | −5,108−7.3% | Reduced |
| Ameritas Investment Partners, Inc. | 63,065 | $3.22M | 0.11% | −2,224−3.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 60,910 | $3.11M | 0.03% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 60,320 | $3.08M | 0.01% | +125+0.2% | Added |
| Auxier Asset Management | 59,126 | $3.02M | 0.48% | +429+0.7% | Added |
| Thrivent Financial for Lutherans | 59,018 | $3.02M | 0.01% | −3,229−5.2% | Reduced |
| Quest Partners LLC | 54,720 | $2.80M | 0.38% | +16,945+44.9% | Added |
| Citigroup Inc | 54,305 | $2.78M | 0.00% | +11,330+26.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 54,100 | $2.76M | 0.23% | 00.0% | Unchanged |
| Jump Financial, LLC | 53,962 | $2.76M | 0.06% | +4,783+9.7% | Added |
| Arizona State Retirement System | 53,617 | $2.74M | 0.02% | +140.0% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 53,611 | $2.74M | 0.01% | −91,270−63.0% | Reduced |
| Bank of Nova Scotia | 53,046 | $2.71M | 0.01% | +24,499+85.8% | Added |
| Hussman Strategic Advisors, Inc. | 52,500 | $2.68M | 0.74% | 00.0% | Unchanged |
| Mariner, LLC | 52,295 | $2.67M | 0.01% | +2,533+5.1% | Added |
| Louisiana State Employees Retirement System | 50,400 | $2.58M | 0.05% | −1,900−3.6% | Reduced |
| JustInvest LLC | 49,987 | $2.55M | 0.05% | +7,077+16.5% | Added |
| Anchor Investment Management, LLC | 49,403 | $2.52M | 0.26% | 00.0% | Unchanged |
| Bank of Montreal | 48,164 | $2.46M | 0.00% | −157,894−76.6% | Reduced |
| Bridgeway Capital Management, LLC | 46,300 | $2.37M | 0.06% | −99,300−68.2% | Reduced |
| Cerity Partners LLC | 45,657 | $2.33M | 0.01% | −3,150−6.5% | Reduced |
| State of Tennessee, Treasury Department | 45,221 | $2.31M | 0.01% | 00.0% | Unchanged |
| Agf Management Ltd | 44,275 | $2.26M | 0.01% | −2,372−5.1% | Reduced |
| Deutsche Bank AG | 43,634 | $2.23M | 0.00% | −341−0.8% | Reduced |
| Kendall Capital Management | 43,595 | $2.23M | 0.74% | +175+0.4% | Added |
| STRS Ohio | 43,336 | $2.21M | 0.01% | +1,049+2.5% | Added |
| Handelsbanken Fonder AB | 43,107 | $2.20M | 0.01% | −7,100−14.1% | Reduced |
| State of Michigan Retirement System | 42,900 | $2.19M | 0.01% | −1,700−3.8% | Reduced |
| Commonwealth Equity Services, LLC | 42,396 | $2.17M | 0.00% | −6,929−14.0% | Reduced |
| Great Diamond Partners, LLC | 42,318 | $2.16M | 0.51% | −275−0.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 42,042 | $2.15M | 0.01% | +2,156+5.4% | Added |
| Nisa Investment Advisors, LLC | 41,807 | $2.14M | 0.01% | +500+1.2% | Added |
| Savant Capital, LLC | 41,714 | $2.13M | 0.02% | +675+1.6% | Added |
| Bokf, NA | 41,657 | $2.13M | 0.04% | −122−0.3% | Reduced |
| Boston Financial Mangement LLC | 40,000 | $2.04M | 0.07% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 39,732 | $2.03M | 0.05% | −816−2.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 39,457 | $2.02M | 0.01% | −757−1.9% | Reduced |
| CoreCap Advisors, LLC | 39,265 | $2.01M | 0.21% | −1,183−2.9% | Reduced |
| Omers Administration Corp | 39,200 | $2.00M | 0.02% | +39,200 | New |
| New Mexico Educational Retirement Board | 38,200 | $1.95M | 0.07% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 38,005 | $1.94M | 0.16% | −423−1.1% | Reduced |
| Sculati Wealth Management, LLC | 37,910 | $1.94M | 0.83% | +2,310+6.5% | Added |
| Abn Amro Investment Solutions | 37,769 | $1.93M | 0.04% | −12,044−24.2% | Reduced |
| Oregon Public Employees Retirement Fund | 36,969 | $1.89M | 0.04% | −7,900−17.6% | Reduced |
| Naples Global Advisors, LLC | 36,769 | $1.88M | 0.19% | −1,397−3.7% | Reduced |
| Aviance Capital Partners, LLC | 36,370 | $1.86M | 0.26% | −1,928−5.0% | Reduced |
| Cetera Investment Advisers | 36,132 | $1.85M | 0.00% | +3,143+9.5% | Added |
| Advisory Services Network, LLC | 36,130 | $1.85M | 0.04% | +312+0.9% | Added |