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 |
|---|---|---|---|---|---|
| Atlantic Edge Private Wealth Management, LLC | 500 | $25.6K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 500 | $25.6K | 0.00% | +500 | New |
| Deseret Mutual Benefit Administrators | 493 | $25.2K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 419 | $21.4K | 0.00% | +1+0.2% | Added |
| Sound Income Strategies, LLC | 416 | $21.3K | 0.00% | +3+0.7% | Added |
| Baldwin Brothers Inc | 400 | $20.4K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 399 | $20.4K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 394 | $20.1K | 0.01% | −420−51.6% | Reduced |
| Leonteq Securities AG | 393 | $20.1K | 0.00% | −107−21.4% | Reduced |
| WealthCollab, LLC | 370 | $18.9K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 342 | $17.5K | 0.01% | −181−34.6% | Reduced |
| Massmutual Trust Co FSB | 337 | $17.2K | 0.00% | −69−17.0% | Reduced |
| TD Private Client Wealth LLC | 317 | $16.2K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 316 | $16.2K | 0.00% | +20+6.8% | Added |
| Heritage Wealth Advisors | 304 | $15.5K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 300 | $15.3K | 0.01% | +300 | New |
| Northwest Capital Management Inc | 290 | $14.8K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 284 | $14.5K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 283 | $14.5K | 0.01% | +173+157.3% | Added |
| Coppell Advisory Solutions LLC | 262 | $13.4K | 0.00% | +262 | New |
| Hollencrest Capital Management | 233 | $11.9K | 0.00% | +2+0.9% | Added |
| JFS Wealth Advisors, LLC | 224 | $11.4K | 0.00% | −3−1.3% | Reduced |
| Coston, McIsaac & Partners | 224 | $11.0K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 209 | $10.7K | 0.00% | +209 | New |
| Asset Dedication, LLC | 203 | $10.4K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 196 | $10.0K | 0.00% | −26−11.7% | Reduced |
| Whittier Trust Co | 188 | $9.61K | 0.00% | +114+154.1% | Added |
| ClariVest Asset Management LLC | 173 | $8.84K | 0.00% | +110+174.6% | Added |
| Armstrong Advisory Group, Inc | 167 | $8.54K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 167 | $8.54K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 161 | $8.23K | 0.00% | 00.0% | Unchanged |
| Natixis | 151 | $7.72K | 0.00% | −113,000−99.9% | Reduced |
| Exchange Traded Concepts, LLC | 135 | $6.90K | 0.00% | +35+35.0% | Added |
| Kozak & Associates, Inc. | 136 | $6.88K | 0.00% | +1+0.7% | Added |
| Newton One Investments LLC | 133 | $6.79K | 0.00% | +1+0.8% | Added |
| Bullock Wealth Management Group | 132 | $6.76K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 122 | $6.24K | 0.00% | −14−10.3% | Reduced |
| IAG Wealth Partners, LLC | 120 | $6.13K | 0.00% | +120 | New |
| Pingora Partners LLC | 120 | $6.13K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 111 | $5.67K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 102 | $5.54K | 0.00% | +10+10.9% | Added |
| Barrett & Company, Inc. | 99 | $5.06K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 90 | $4.60K | 0.00% | −107−54.3% | Reduced |
| Capital Advisors, Ltd. LLC | 77 | $4.00K | 0.00% | +23+42.6% | Added |
| Private Ocean, LLC | 78 | $3.99K | 0.00% | −131−62.7% | Reduced |
| Farmers & Merchants Investments Inc | 75 | $3.83K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 69 | $3.53K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 62 | $3.17K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 62 | $3.17K | 0.00% | +62 | New |
| Eagle Bay Advisors LLC | 61 | $3.12K | 0.00% | +61 | New |
| Beaird Harris Wealth Management, LLC | 60 | $3.07K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 58 | $2.96K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 53 | $2.71K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 53 | $2.71K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 52 | $2.66K | 0.00% | +6+13.0% | Added |
| VisionPoint Advisory Group, LLC | 50 | $2.56K | 0.00% | −2−3.8% | Reduced |
| Spire Wealth Management | 43 | $2.20K | 0.00% | −5−10.4% | Reduced |
| Bruce G. Allen Investments, LLC | 42 | $2.15K | 0.00% | +12+40.0% | Added |
| Hallmark Capital Management Inc | 40 | $2.04K | 0.00% | +40 | New |
| Gen-Wealth Partners Inc | 40 | $2.04K | 0.00% | +40 | New |
| M&R Capital Management Inc | 38 | $1.95K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 36 | $1.83K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 24 | $1.23K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 24 | $1.20K | 0.00% | −36−60.0% | Reduced |
| Valued Wealth Advisors LLC | 22 | $1.13K | 0.00% | −9−29.0% | Reduced |
| Raleigh Capital Management Inc. | 20 | $1.02K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 19 | $971 | 0.00% | −575−96.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 18 | $930 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 15 | $767 | 0.00% | +15 | New |
| AdvisorNet Financial, Inc | 14 | $716 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 8 | $409 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 5 | $256 | 0.00% | +5 | New |
| Ruedi Wealth Management, Inc. | 4 | $204 | 0.00% | +4 | New |
| Trust Co of Vermont | 2 | $102 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $52 | 0.00% | +1 | New |
| Country Trust Bank | 1 | $51 | 0.00% | +1 | New |
| TD Waterhouse Canada Inc. | 1 | $51 | 0.00% | +1 | New |
| Avion Wealth | 13 | $0 | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −240,732−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −159,106−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −136,143−100.0% | Sold out |
| Hennessy Advisors Inc | 0 | $0 | 0.00% | −106,000−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −91,200−100.0% | Sold out |
| University of Texas/Texas Am Investment Managment Co | 0 | $0 | 0.00% | −89,469−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −53,523−100.0% | Sold out |
| Insight Wealth Strategies, LLC | 0 | $0 | 0.00% | −41,765−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −40,864−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −35,763−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −35,136−100.0% | Sold out |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −34,343−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −29,048−100.0% | Sold out |
| Little House Capital LLC | 0 | $0 | 0.00% | −26,148−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −25,515−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −25,285−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −21,000−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −20,420−100.0% | Sold out |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −20,251−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −19,741−100.0% | Sold out |