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 |
|---|---|---|---|---|---|
| DGS Capital Management, LLC | 35,351 | $1.81M | 0.51% | +765+2.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 35,105 | $1.79M | 0.01% | −351−1.0% | Reduced |
| Cresset Asset Management, LLC | 35,041 | $1.79M | 0.01% | +6,385+22.3% | Added |
| Investors Research Corp | 34,725 | $1.77M | 0.41% | 00.0% | Unchanged |
| Vestcor Inc | 34,633 | $1.77M | 0.06% | −5,429−13.6% | Reduced |
| Ritholtz Wealth Management | 34,222 | $1.75M | 0.06% | −4,381−11.3% | Reduced |
| Waterfront Wealth Inc. | 33,984 | $1.74M | 0.47% | +3,658+12.1% | Added |
| Danske Bank A/S | 33,906 | $1.73M | 0.01% | −5,317−13.6% | Reduced |
| Toronto Dominion Bank | 33,600 | $1.72M | 0.00% | +1,400+4.3% | Added |
| Hancock Whitney Corp | 33,251 | $1.70M | 0.06% | −5,520−14.2% | Reduced |
| Pacer Advisors, Inc. | 32,737 | $1.67M | 0.00% | +5,326+19.4% | Added |
| Campbell & CO Investment Adviser LLC | 32,023 | $1.64M | 0.14% | +14,978+87.9% | Added |
| Strategic Global Advisors, LLC | 31,178 | $1.59M | 0.33% | +573+1.9% | Added |
| BKD Wealth Advisors, LLC | 30,872 | $1.58M | 0.04% | −745−2.4% | Reduced |
| Crossmark Global Holdings, Inc. | 30,106 | $1.54M | 0.03% | −1,346−4.3% | Reduced |
| CIBC World Markets Inc. | 29,894 | $1.53M | 0.00% | +2,745+10.1% | Added |
| Private Advisor Group, LLC | 29,481 | $1.51M | 0.01% | +437+1.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 28,765 | $1.47M | 0.00% | +4,823+20.1% | Added |
| Intech Investment Management LLC | 28,605 | $1.46M | 0.02% | +23,573+468.5% | Added |
| Redwood Investment Management, LLC | 27,293 | $1.44M | 0.12% | +27,293 | New |
| NJ State Employees Deferred Compensation Plan | 28,000 | $1.43M | 0.18% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 27,975 | $1.43M | 0.00% | −211−0.7% | Reduced |
| Natixis Advisors, L.P. | 27,296 | $1.40M | 0.00% | +873+3.3% | Added |
| Gsa Capital Partners LLP | 26,825 | $1.37M | 0.10% | +16,752+166.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 26,082 | $1.33M | 0.00% | +26,082 | New |
| Dumont & Blake Investment Advisors LLC | 25,844 | $1.32M | 0.19% | +12,962+100.6% | Added |
| Lecap Asset Management Ltd | 25,758 | $1.32M | 0.28% | −9,979−27.9% | Reduced |
| Sowell Financial Services LLC | 24,555 | $1.25M | 0.06% | +110.0% | Added |
| Pictet Asset Management Holding SA | 24,144 | $1.23M | 0.00% | +710+3.0% | Added |
| New York Life Investment Management LLC | 23,642 | $1.21M | 0.01% | +2,148+10.0% | Added |
| Vident Advisory, LLC | 22,949 | $1.17M | 0.03% | +4,849+26.8% | Added |
| Affinity Investment Advisors, LLC | 22,597 | $1.15M | 0.87% | 00.0% | Unchanged |
| MAI Capital Management | 22,403 | $1.15M | 0.01% | −1,557−6.5% | Reduced |
| Sanctuary Advisors, LLC | 22,481 | $1.14M | 0.01% | +22,481 | New |
| Ascent Group, LLC | 22,126 | $1.13M | 0.09% | −1,369−5.8% | Reduced |
| Councilmark Asset Management, LLC | 21,800 | $1.11M | 0.79% | 00.0% | Unchanged |
| CBOE Vest Financial, LLC | 21,770 | $1.11M | 0.03% | +5,887+37.1% | Added |
| AIA Group Ltd | 21,672 | $1.11M | 0.03% | 00.0% | Unchanged |
| Xponance, Inc. | 21,579 | $1.10M | 0.01% | −4,103−16.0% | Reduced |
| Federated Hermes, Inc. | 21,512 | $1.10M | 0.00% | −8,363−28.0% | Reduced |
| Polianta Ltd | 21,300 | $1.09M | 0.55% | −600−2.7% | Reduced |
| Axq Capital, LP | 21,220 | $1.08M | 0.25% | +9,248+77.2% | Added |
| GPS Wealth Strategies Group, LLC | 20,921 | $1.07M | 0.16% | −1,333−6.0% | Reduced |
| Ethic Inc. | 20,795 | $1.06M | 0.02% | +595+2.9% | Added |
| Abacus Planning Group, Inc. | 20,371 | $1.04M | 0.20% | +154+0.8% | Added |
| Public Employees Retirement Association of Colorado | 20,212 | $1.03M | 0.00% | −1,348−6.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 20,200 | $1.03M | 0.00% | +20,200 | New |
| Keynote Financial Services LLC | 19,940 | $1.02M | 0.85% | +160+0.8% | Added |
| Gotham Asset Management, LLC | 19,863 | $1.02M | 0.01% | +7,769+64.2% | Added |
| Signaturefd, LLC | 19,706 | $1.01M | 0.02% | −67−0.3% | Reduced |
| XML Financial, LLC | 19,630 | $1.00M | 0.10% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 19,357 | $989.0K | 0.01% | −445−2.2% | Reduced |
| Stephens Inc | 18,987 | $970.4K | 0.01% | −332−1.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 18,944 | $968.0K | 0.11% | +5,760+43.7% | Added |
| Lifestyle Asset Management, Inc. | 18,857 | $963.8K | 0.55% | −1,857−9.0% | Reduced |
| Neumann Capital Management, LLC | 18,683 | $954.9K | 0.33% | −300−1.6% | Reduced |
| Summit Global Investments | 18,399 | $940.0K | 0.06% | +18,399 | New |
| Caxton Associates LP | 18,382 | $939.5K | 0.04% | +13,544+280.0% | Added |
| Mercer Global Advisors Inc | 17,473 | $916.7K | 0.00% | +2,559+17.2% | Added |
| Commerce Bank | 17,302 | $884.3K | 0.01% | +615+3.7% | Added |
| Concurrent Investment Advisors, LLC | 17,276 | $883.0K | 0.03% | +772+4.7% | Added |
| Rockefeller Capital Management L.P. | 17,044 | $872.0K | 0.00% | −1,083−6.0% | Reduced |
| Convergence Investment Partners, LLC | 16,516 | $844.1K | 0.25% | −5,613−25.4% | Reduced |
| MML Investors Services, LLC | 16,429 | $840.0K | 0.00% | +543+3.4% | Added |
| Susquehanna International Group, LLP | 16,170 | $826.4K | 0.00% | +6,011+59.2% | Added |
| SummerHaven Investment Management, LLC | 15,865 | $810.9K | 0.53% | +287+1.8% | Added |
| Schonfeld Strategic Advisors LLC | 15,604 | $797.5K | 0.01% | −67,851−81.3% | Reduced |
| Toroso Investments, LLC | 15,557 | $795.1K | 0.01% | −48,451−75.7% | Reduced |
| Engineers Gate Manager LP | 15,423 | $788.3K | 0.02% | +3,594+30.4% | Added |
| Maryland State Retirement & Pension System | 14,997 | $766.5K | 0.01% | 00.0% | Unchanged |
| Advisory Research Inc | 14,975 | $765.4K | 0.14% | +932+6.6% | Added |
| Oppenheimer & Co Inc | 14,972 | $765.2K | 0.01% | +54+0.4% | Added |
| Paradigm Financial Partners, LLC | 14,936 | $763.4K | 0.11% | +944+6.7% | Added |
| Pearl River Capital, LLC | 14,650 | $748.8K | 0.12% | −7,240−33.1% | Reduced |
| Integrated Wealth Concepts LLC | 14,501 | $741.1K | 0.01% | +258+1.8% | Added |
| Lingohr & Partner Asset Management GmbH | 14,544 | $737.0K | 1.84% | 00.0% | Unchanged |
| United Services Automobile Association | 14,257 | $728.7K | 0.02% | +531+3.9% | Added |
| Securian Asset Management, Inc | 14,198 | $725.7K | 0.02% | −752−5.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 14,004 | $715.7K | 0.04% | +10,028+252.2% | Added |
| Atlas Capital Advisors LLC | 13,999 | $715.5K | 0.09% | −1,267−8.3% | Reduced |
| Versor Investments LP | 13,986 | $714.8K | 0.13% | +13,986 | New |
| Coombe, Bender & Co LLC | 13,855 | $708.2K | 0.42% | −267−1.9% | Reduced |
| Patten & Patten Inc | 13,677 | $699.0K | 0.05% | −530−3.7% | Reduced |
| M&T Bank Corp | 13,638 | $697.3K | 0.00% | −1,935−12.4% | Reduced |
| BOS Asset Management, LLC | 13,317 | $680.6K | 0.31% | −115−0.9% | Reduced |
| Park Avenue Securities LLC | 13,306 | $680.0K | 0.01% | −666−4.8% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 13,211 | $675.0K | 0.01% | −468−3.4% | Reduced |
| Moran Wealth Management, LLC | 13,074 | $668.2K | 0.02% | +1,285+10.9% | Added |
| QRG Capital Management, Inc. | 12,786 | $653.5K | 0.01% | +226+1.8% | Added |
| Wellington Management Group LLP | 12,707 | $649.5K | 0.00% | −3,761−22.8% | Reduced |
| Evergreen Capital Management LLC | 12,573 | $642.6K | 0.02% | −739−5.6% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 12,403 | $633.9K | 0.13% | +10,324+496.6% | Added |
| Petrus Trust Company, LTA | 12,189 | $623.0K | 0.06% | −4,040−24.9% | Reduced |
| CAPROCK Group, Inc. | 12,087 | $617.8K | 0.03% | +5,362+79.7% | Added |
| ClearAlpha Technologies LP | 12,073 | $617.1K | 0.24% | +1,697+16.4% | Added |
| Coldstream Capital Management Inc | 11,557 | $590.7K | 0.01% | +24+0.2% | Added |
| Mutual Advisors, LLC | 10,835 | $579.9K | 0.02% | −514−4.5% | Reduced |
| Greenleaf Trust | 11,135 | $569.1K | 0.01% | −69−0.6% | Reduced |
| Deerfield Management Company, L.P. (Series C) | 11,057 | $565.1K | 0.01% | +11,057 | New |
| HM Payson & Co | 11,057 | $565.1K | 0.01% | −150−1.3% | Reduced |