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 |
|---|---|---|---|---|---|
| TownSquare Capital, LLC | 10,786 | $551.3K | 0.01% | +1,295+13.6% | Added |
| D.A. Davidson & Co. | 10,691 | $546.5K | 0.00% | +477+4.7% | Added |
| Financial Advisory Service, Inc. | 10,688 | $546.2K | 0.05% | −696−6.1% | Reduced |
| Old National Bancorp | 10,546 | $539.0K | 0.01% | −45−0.4% | Reduced |
| United Capital Financial Advisers, LLC | 10,508 | $537.1K | 0.00% | −7,615−42.0% | Reduced |
| Pitcairn Co | 10,501 | $536.7K | 0.03% | −377−3.5% | Reduced |
| Boxwood Ventures, Inc. | 10,412 | $532.2K | 0.85% | 00.0% | Unchanged |
| Csenge Advisory Group | 10,390 | $531.0K | 0.03% | −1,878−15.3% | Reduced |
| CWM, LLC | 10,305 | $527.0K | 0.00% | +2,605+33.8% | Added |
| Bridgefront Capital, LLC | 10,305 | $526.7K | 0.22% | +4,521+78.2% | Added |
| Ieq Capital, LLC | 10,227 | $522.7K | 0.01% | +1,250+13.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 10,126 | $518.0K | 0.01% | +217+2.2% | Added |
| Carret Asset Management, LLC | 10,132 | $517.8K | 0.06% | −300−2.9% | Reduced |
| Utah Retirement Systems | 10,100 | $516.2K | 0.01% | −700−6.5% | Reduced |
| Beacon Pointe Advisors, LLC | 10,021 | $512.2K | 0.01% | −100−1.0% | Reduced |
| Westover Capital Advisors, LLC | 9,987 | $510.4K | 0.13% | −260−2.5% | Reduced |
| Wedmont Private Capital | 9,780 | $507.8K | 0.03% | +4,434+82.9% | Added |
| Proequities, Inc. | 9,740 | $497.8K | 0.03% | −121−1.2% | Reduced |
| Belpointe Asset Management LLC | 9,526 | $486.9K | 0.03% | +765+8.7% | Added |
| Venture Visionary Partners LLC | 9,526 | $486.9K | 0.02% | −1,438−13.1% | Reduced |
| Capstone Investment Advisors, LLC | 9,307 | $475.7K | 0.01% | +9,307 | New |
| Old Port Advisors | 9,262 | $473.4K | 0.14% | −186−2.0% | Reduced |
| My Legacy Advisors, LLC | 9,250 | $472.8K | 0.15% | +235+2.6% | Added |
| Balyasny Asset Management LLC | 8,979 | $458.9K | 0.00% | +8,979 | New |
| CSS LLC | 8,970 | $458.5K | 0.03% | +645+7.7% | Added |
| Avantax Advisory Services, Inc. | 8,933 | $456.6K | 0.00% | +8,933 | New |
| Campion Asset Management LLC | 8,920 | $455.9K | 0.36% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 8,918 | $455.6K | 0.01% | −12,145−57.7% | Reduced |
| TFB Advisors LLC | 8,796 | $449.6K | 0.15% | +340+4.0% | Added |
| Newport Capital Group, LLC | 8,788 | $449.2K | 0.36% | +8,788 | New |
| Consolidated Planning Corp | 8,382 | $428.4K | 0.07% | +2,730+48.3% | Added |
| Caitlin John, LLC | 8,337 | $426.1K | 0.31% | +8,223+7,213.2% | Added |
| Baird Financial Group, Inc. | 8,119 | $415.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 8,068 | $412.4K | 0.01% | +60+0.7% | Added |
| BancorpSouth Bank | 8,027 | $410.3K | 0.03% | 00.0% | Unchanged |
| Clarius Group, LLC | 7,746 | $395.9K | 0.03% | −595−7.1% | Reduced |
| Wetherby Asset Management Inc | 7,606 | $388.7K | 0.02% | −219−2.8% | Reduced |
| Erste Asset Management GmbH | 7,600 | $385.4K | 0.01% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 7,447 | $380.6K | 0.02% | −377−4.8% | Reduced |
| Fifth Third Wealth Advisors LLC | 7,380 | $377.2K | 0.03% | +7,380 | New |
| Patten Group, Inc. | 7,231 | $369.6K | 0.09% | 00.0% | Unchanged |
| Veriti Management LLC | 7,169 | $366.4K | 0.02% | +816+12.8% | Added |
| Dorsey & Whitney Trust CO LLC | 7,161 | $366.0K | 0.03% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 7,130 | $364.4K | 0.00% | +479+7.2% | Added |
| Shelton Capital Management | 7,113 | $363.5K | 0.01% | −794−10.0% | Reduced |
| nVerses Capital, LLC | 7,000 | $357.8K | 0.21% | +7,000 | New |
| NorthRock Partners, LLC | 6,843 | $349.8K | 0.01% | +139+2.1% | Added |
| RSM US Wealth Management LLC | 6,760 | $345.9K | 0.01% | +6,760 | New |
| Skopos Labs, Inc. | 6,395 | $344.5K | 0.15% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 6,674 | $341.1K | 0.04% | +34+0.5% | Added |
| Quent Capital, LLC | 6,552 | $334.9K | 0.04% | +32+0.5% | Added |
| Meeder Advisory Services, Inc. | 6,529 | $333.7K | 0.02% | +2,467+60.7% | Added |
| Strategic Investment Advisors | 6,518 | $333.2K | 0.04% | −245−3.6% | Reduced |
| Accurate Wealth Management, LLC | 6,278 | $332.4K | 0.08% | −291−4.4% | Reduced |
| Wetzel Investment Advisors, Inc. | 6,190 | $332.2K | 0.19% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 6,427 | $328.5K | 0.08% | +20.0% | Added |
| Blueshift Asset Management, LLC | 6,409 | $327.6K | 0.11% | +6,409 | New |
| Northwestern Mutual Wealth Management Co | 6,365 | $325.3K | 0.00% | −105−1.6% | Reduced |
| Ballentine Partners, LLC | 6,354 | $324.8K | 0.01% | +52+0.8% | Added |
| Regions Financial Corp | 6,328 | $323.4K | 0.00% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 6,307 | $322.3K | 0.01% | +662+11.7% | Added |
| Bleakley Financial Group, LLC | 6,307 | $322.3K | 0.01% | +662+11.7% | Added |
| Bessemer Group Inc | 6,260 | $320.0K | 0.00% | −252−3.9% | Reduced |
| Forum Financial Management, LP | 6,204 | $317.1K | 0.01% | +9+0.1% | Added |
| Investors Asset Management of Georgia Inc | 6,201 | $316.9K | 0.15% | −394−6.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 6,200 | $316.9K | 0.00% | −35,705−85.2% | Reduced |
| Eqis Capital Management, Inc. | 6,133 | $313.4K | 0.03% | +132+2.2% | Added |
| Virtus Investment Advisers, Inc. | 6,105 | $312.0K | 0.26% | −2,900−32.2% | Reduced |
| Daiwa Securities Group Inc. | 6,100 | $312.0K | 0.00% | +300+5.2% | Added |
| Ashton Thomas Private Wealth, LLC | 6,071 | $310.3K | 0.02% | +48+0.8% | Added |
| MQS Management LLC | 6,067 | $310.1K | 0.19% | +6,067 | New |
| Wintrust Investments LLC | 6,042 | $309.0K | 0.03% | −20−0.3% | Reduced |
| Arnhold LLC | 6,008 | $307.1K | 0.03% | 00.0% | Unchanged |
| GWM Advisors LLC | 5,986 | $306.0K | 0.00% | −98−1.6% | Reduced |
| Prossimo Advisors, LLC | 5,970 | $305.0K | 0.28% | −80−1.3% | Reduced |
| Callan Capital, LLC | 5,961 | $304.7K | 0.03% | +1,549+35.1% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,899 | $301.5K | 0.05% | +937+18.9% | Added |
| Brown Advisory Inc | 5,891 | $301.1K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 5,867 | $299.9K | 0.04% | +2,796+91.0% | Added |
| Glenview Trust Co | 5,863 | $299.7K | 0.01% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 5,846 | $298.8K | 0.01% | +5,846 | New |
| Lion Street Advisors, LLC | 5,751 | $293.9K | 0.11% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 5,637 | $288.1K | 0.01% | +7+0.1% | Added |
| Alpha Cubed Investments, LLC | 5,500 | $281.1K | 0.01% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 5,498 | $281.0K | 0.18% | +1,700+44.8% | Added |
| Impact Partnership Wealth, LLC | 5,394 | $275.7K | 0.07% | +5,394 | New |
| MBM Wealth Consultants, LLC | 5,441 | $275.4K | 0.09% | +48+0.9% | Added |
| CIBC Asset Management Inc | 5,371 | $274.5K | 0.00% | −279−4.9% | Reduced |
| Lido Advisors, LLC | 5,313 | $271.6K | 0.00% | +1,444+37.3% | Added |
| Valeo Financial Advisors, LLC | 5,282 | $269.9K | 0.01% | +5,282 | New |
| Mather Group, LLC. | 5,013 | $269.0K | 0.00% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 5,261 | $268.9K | 0.05% | +1,316+33.4% | Added |
| Paulson Wealth Management Inc. | 5,258 | $268.7K | 0.08% | −205−3.8% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 5,244 | $268.0K | 0.04% | +21+0.4% | Added |
| Atria Investments LLC | 5,164 | $263.9K | 0.00% | +5,164 | New |
| Ronald Blue Trust, Inc. | 4,861 | $260.8K | 0.00% | +3,086+173.9% | Added |
| SageView Advisory Group, LLC | 5,076 | $259.4K | 0.01% | +5,076 | New |
| Kingsview Wealth Management, LLC | 4,974 | $254.2K | 0.01% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 4,926 | $251.8K | 0.00% | −7,255−59.6% | Reduced |
| Summit Trail Advisors, LLC | 4,888 | $249.8K | 0.01% | +357+7.9% | Added |