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 |
|---|---|---|---|---|---|
| Fountainhead AM, LLC | 4,878 | $249.3K | 0.06% | −922−15.9% | Reduced |
| Sigma Planning Corp | 4,814 | $246.0K | 0.01% | −452−8.6% | Reduced |
| AlTi Global, Inc. | 4,714 | $240.9K | 0.01% | +89+1.9% | Added |
| Brinker Capital Investments, LLC | 4,684 | $239.4K | 0.00% | +4,684 | New |
| Orion Portfolio Solutions, LLC | 4,684 | $239.4K | 0.00% | +4,684 | New |
| Lane & Associates LLC | 4,653 | $237.8K | 0.14% | +105+2.3% | Added |
| Brown Brothers Harriman & Co | 4,642 | $237.3K | 0.00% | +4,058+694.9% | Added |
| State of Wyoming | 4,631 | $236.7K | 0.04% | −3,204−40.9% | Reduced |
| AE Wealth Management LLC | 4,627 | $236.5K | 0.00% | +4,627 | New |
| Centiva Capital, LP | 4,619 | $236.1K | 0.01% | −11,372−71.1% | Reduced |
| Profund Advisors LLC | 4,615 | $235.9K | 0.01% | −643−12.2% | Reduced |
| Ossiam | 4,571 | $233.6K | 0.00% | −5,091−52.7% | Reduced |
| Edgestream Partners, L.P. | 4,562 | $233.2K | 0.01% | −97,877−95.5% | Reduced |
| Applied Finance Capital Management, LLC | 4,537 | $231.9K | 0.01% | +4,537 | New |
| Lake Street Advisors Group, LLC | 4,497 | $229.8K | 0.01% | −98−2.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 4,485 | $229.2K | 0.01% | −172−3.7% | Reduced |
| Coastline Trust Co | 4,470 | $228.5K | 0.03% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 4,468 | $228.4K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,394 | $224.6K | 0.00% | −4,137−48.5% | Reduced |
| National Asset Management, Inc. | 4,393 | $224.5K | 0.01% | −8,370−65.6% | Reduced |
| Rafferty Asset Management, LLC | 4,390 | $224.4K | 0.00% | +4,390 | New |
| KBC Group NV | 4,386 | $224.0K | 0.00% | +396+9.9% | Added |
| Delta Asset Management LLC | 4,325 | $221.1K | 0.02% | 00.0% | Unchanged |
| NDVR, Inc. | 4,323 | $220.9K | 0.23% | −262−5.7% | Reduced |
| Beacon Financial Group | 4,320 | $220.8K | 0.03% | −1,365−24.0% | Reduced |
| HHM Wealth Advisors, LLC | 4,304 | $220.0K | 0.03% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 4,279 | $218.7K | 0.00% | +4,279 | New |
| Citadel Advisors LLC | 4,272 | $218.3K | 0.00% | −190,617−97.8% | Reduced |
| Quadrant Capital Group LLC | 4,261 | $217.8K | 0.02% | +578+15.7% | Added |
| Chicago Partners Investment Group LLC | 4,001 | $217.2K | 0.01% | +4,001 | New |
| Wiley Bros.-Aintree Capital, LLC | 4,173 | $213.3K | 0.01% | +4,173 | New |
| Blair William & Co | 4,117 | $210.4K | 0.00% | +4,117 | New |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 4,050 | $207.0K | 0.00% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 4,000 | $204.4K | 0.09% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,759 | $192.1K | 0.00% | +315+9.1% | Added |
| Point72 Hong Kong Ltd | 3,741 | $191.2K | 0.01% | −22,018−85.5% | Reduced |
| Hanson & Doremus Investment Management | 3,559 | $182.0K | 0.03% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 3,478 | $177.8K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 3,388 | $173.2K | 0.00% | −2,978−46.8% | Reduced |
| JJJ Advisors Inc. | 3,326 | $170.0K | 0.04% | −496−13.0% | Reduced |
| Allworth Financial LP | 3,097 | $165.8K | 0.00% | +22+0.7% | Added |
| Parallel Advisors, LLC | 3,031 | $154.9K | 0.00% | +19+0.6% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,980 | $152.3K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,838 | $145.1K | 0.01% | −51−1.8% | Reduced |
| Clearstead Advisors, LLC | 2,838 | $145.0K | 0.00% | +2,303+430.5% | Added |
| Bank & Trust Co | 2,834 | $144.8K | 0.12% | +2,834 | New |
| West Branch Capital LLC | 2,709 | $138.5K | 0.05% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 2,678 | $136.9K | 0.01% | +55+2.1% | Added |
| Nomura Asset Management Co Ltd | 2,640 | $134.9K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,602 | $133.0K | 0.05% | +2,602 | New |
| Private Trust Co NA | 2,570 | $131.4K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 2,457 | $125.6K | 0.02% | −50−2.0% | Reduced |
| Proffitt & Goodson Inc | 2,393 | $122.3K | 0.02% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 2,367 | $121.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 2,100 | $107.3K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 2,010 | $103.0K | 0.07% | +4+0.2% | Added |
| Farther Finance Advisors, LLC | 2,007 | $102.8K | 0.00% | +228+12.8% | Added |
| New England Capital Financial Advisors LLC | 1,904 | $97.3K | 0.05% | 00.0% | Unchanged |
| Walleye Capital LLC | 1,795 | $91.7K | 0.00% | −19,367−91.5% | Reduced |
| Richardson Financial Services Inc. | 1,775 | $90.7K | 0.07% | −180−9.2% | Reduced |
| Redwood Wealth Management Group, LLC | 1,736 | $88.7K | 0.07% | +1,736 | New |
| International Assets Investment Management, LLC | 1,700 | $86.9K | 0.01% | +1,700 | New |
| FinTrust Capital Advisors, LLC | 1,458 | $74.5K | 0.01% | +1+0.1% | Added |
| Addison Advisors LLC | 1,442 | $73.7K | 0.02% | +280+24.1% | Added |
| SRS Capital Advisors, Inc. | 1,402 | $71.7K | 0.01% | +1,402 | New |
| Catalyst Funds Management Pty Ltd | 1,400 | $71.6K | 0.02% | +1,400 | New |
| Smartleaf Asset Management LLC | 1,375 | $69.7K | 0.01% | +178+14.9% | Added |
| Lindbrook Capital, LLC | 1,323 | $67.6K | 0.01% | −56−4.1% | Reduced |
| Abich Financial Wealth Management LLC | 1,313 | $67.1K | 0.05% | +1,313 | New |
| Whittier Trust Co of Nevada Inc | 1,292 | $66.0K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,118 | $57.0K | 0.00% | −114,717−99.0% | Reduced |
| CVA Family Office, LLC | 1,090 | $55.7K | 0.01% | +15+1.4% | Added |
| Cranbrook Wealth Management, LLC | 1,082 | $55.3K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,078 | $55.1K | 0.00% | −49−4.3% | Reduced |
| Hoey Investments, Inc | 1,050 | $53.7K | 0.01% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 1,000 | $51.1K | 0.01% | +500+100.0% | Added |
| Central Trust Co | 1,000 | $51.1K | 0.00% | +1,000 | New |
| Pathway Financial Advisers, LLC | 989 | $50.5K | 0.02% | −394−28.5% | Reduced |
| Advisors Asset Management, Inc. | 982 | $50.2K | 0.00% | +982 | New |
| Parkside Financial Bank & Trust | 899 | $45.9K | 0.01% | −1−0.1% | Reduced |
| William B. Walkup & Associates, Inc. | 855 | $43.7K | 0.03% | +855 | New |
| Venturi Wealth Management, LLC | 842 | $43.0K | 0.00% | −104−11.0% | Reduced |
| Geneos Wealth Management Inc. | 818 | $41.8K | 0.00% | +203+33.0% | Added |
| Family Firm, Inc. | 806 | $41.2K | 0.01% | +806 | New |
| Harbour Investments, Inc. | 792 | $40.5K | 0.00% | +4+0.5% | Added |
| Innealta Capital, LLC | 781 | $39.9K | 0.01% | +781 | New |
| Arlington Trust Co LLC | 774 | $39.6K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 603 | $34.7K | 0.00% | +148+32.5% | Added |
| MCF Advisors LLC | 658 | $33.7K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 643 | $32.9K | 0.00% | +3+0.5% | Added |
| Great Lakes Retirement, Inc. | 616 | $31.5K | 0.00% | +616 | New |
| Steward Partners Investment Advisory, LLC | 614 | $31.4K | 0.00% | −100−14.0% | Reduced |
| Founders Capital Management | 600 | $30.7K | 0.02% | −1,468−71.0% | Reduced |
| 1620 Investment Advisors, Inc. | 573 | $29.3K | 0.02% | +573 | New |
| McIlrath & Eck, LLC | 555 | $28.4K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 542 | $27.7K | 0.00% | +297+121.2% | Added |
| Federation des caisses Desjardins du Quebec | 529 | $27.0K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 508 | $26.0K | 0.00% | +508 | New |
| Versant Capital Management, Inc | 503 | $25.7K | 0.01% | +394+361.5% | Added |
| Group One Trading, L.P. | 502 | $25.7K | 0.00% | +502 | New |