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, Q3 2024
Institutional positions in Unum Group as of Sep 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
- 625
- +51 vs. Q2 2024
- Shares held
- 156.6M
- +14.4M (+10.1%) vs. Q2 2024
- Total value
- $9.30B
- +$2.04B (+28.1%) vs. Q2 2024
- New holders
- 92
- 227 more added
- Sold out
- 41
- 219 more reduced
5 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Unum Group; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lindbrook Capital, LLC | 931 | $55.3K | 0.00% | −392−29.6% | Reduced |
| Live Oak Investment Partners | – | $57.7K | 0.04% | – | New |
| Bryn Mawr Trust Co | 980 | $58.3K | 0.00% | +980 | New |
| Pathway Financial Advisers, LLC | 992 | $59.0K | 0.03% | +3+0.3% | Added |
| Jones Financial Companies LLLP | 1,006 | $59.0K | 0.00% | +944+1,522.6% | Added |
| Kelly Lawrence W & Associates Inc | 1,000 | $59.4K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 1,007 | $59.9K | 0.00% | +7+0.7% | Added |
| Cranbrook Wealth Management, LLC | 1,082 | $64.3K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,090 | $64.8K | 0.01% | 00.0% | Unchanged |
| Caption Management, LLC | 1,100 | $65.4K | 0.01% | +1,100 | New |
| TD Waterhouse Canada Inc. | 1,118 | $67.1K | 0.00% | +1,117+111,700.0% | Added |
| Principal Securities, Inc. | 1,216 | $72.3K | 0.00% | +138+12.8% | Added |
| Whittier Trust Co of Nevada Inc | 1,292 | $76.8K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,459 | $86.7K | 0.01% | +1+0.1% | Added |
| Walleye Trading LLC | 1,463 | $87.0K | 0.00% | +1,463 | New |
| Richardson Financial Services Inc. | 1,775 | $90.7K | 0.06% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,545 | $91.8K | 0.01% | +143+10.2% | Added |
| Headlands Technologies LLC | 1,545 | $91.8K | 0.01% | +1,545 | New |
| Addison Advisors LLC | 1,569 | $93.3K | 0.03% | +127+8.8% | Added |
| Proffitt & Goodson Inc | 1,786 | $106.2K | 0.02% | −607−25.4% | Reduced |
| New England Capital Financial Advisors LLC | 1,904 | $113.2K | 0.06% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,966 | $115.3K | 0.01% | +591+43.0% | Added |
| Northwestern Mutual Wealth Management Co | 2,004 | $119.1K | 0.00% | −4,361−68.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 2,100 | $124.8K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,199 | $130.7K | 0.00% | −898−29.0% | Reduced |
| Edmond de Rothschild Holding S.A. | 2,367 | $140.7K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,428 | $144.3K | 0.01% | −410−14.4% | Reduced |
| Covestor Ltd | 2,509 | $149.0K | 0.09% | +499+24.8% | Added |
| Private Trust Co NA | 2,570 | $152.8K | 0.02% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 2,640 | $156.9K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 2,709 | $161.0K | 0.06% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 2,712 | $161.2K | 0.01% | +34+1.3% | Added |
| Advisors Asset Management, Inc. | 2,829 | $168.2K | 0.00% | +1,847+188.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,858 | $169.9K | 0.00% | +2,840+15,777.8% | Added |
| Newbridge Financial Services Group, Inc. | 2,887 | $171.6K | 0.06% | +285+11.0% | Added |
| Continuum Advisory, LLC | 2,441 | $176.3K | 0.02% | −16−0.7% | Reduced |
| Bank & Trust Co | 2,989 | $177.7K | 0.14% | +155+5.5% | Added |
| Geneos Wealth Management Inc. | 3,011 | $179.0K | 0.01% | +2,193+268.1% | Added |
| Parallel Advisors, LLC | 3,043 | $180.9K | 0.00% | +12+0.4% | Added |
| Clearstead Advisors, LLC | 3,071 | $182.5K | 0.00% | +233+8.2% | Added |
| Daiwa Securities Group Inc. | 3,157 | $188.0K | 0.00% | −2,943−48.2% | Reduced |
| Farther Finance Advisors, LLC | 3,218 | $191.1K | 0.01% | +1,211+60.3% | Added |
| KPP Advisory Services LLC | 3,369 | $200.3K | 0.05% | +3,369 | New |
| Toth Financial Advisory Corp | 3,478 | $206.7K | 0.02% | 00.0% | Unchanged |
| Laurion Capital Management LP | 3,519 | $209.2K | 0.01% | +3,519 | New |
| Diversified Trust Co | 3,549 | $211.0K | 0.01% | +3,549 | New |
| Spinnaker Trust | 3,559 | $211.5K | 0.01% | +3,559 | New |
| Hanson & Doremus Investment Management | 3,559 | $212.0K | 0.03% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 3,577 | $212.6K | 0.00% | +3,577 | New |
| Welch & Forbes LLC | 3,587 | $213.2K | 0.00% | +3,587 | New |
| Baird Financial Group, Inc. | 3,663 | $217.7K | 0.00% | −4,456−54.9% | Reduced |
| Sage Rhino Capital LLC | 3,666 | $217.9K | 0.05% | +3,666 | New |
| Old North State Wealth Management, LLC | 3,719 | $221.3K | 0.12% | +3,719 | New |
| Blair William & Co | 3,726 | $221.5K | 0.00% | −391−9.5% | Reduced |
| Atomi Financial Group, Inc. | 3,755 | $223.2K | 0.01% | +3,755 | New |
| Umb Bank N A | 3,765 | $223.8K | 0.00% | +377+11.1% | Added |
| HB Wealth Management, LLC | 3,782 | $224.8K | 0.00% | +3,782 | New |
| Moors & Cabot, Inc. | 3,791 | $225.3K | 0.01% | +3,791 | New |
| Ariadne Wealth Management, LP | 3,235 | $225.7K | 0.12% | +3,235 | New |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 3,800 | $225.9K | 0.00% | −250−6.2% | Reduced |
| Eastern Bank | 3,802 | $226.0K | 0.00% | +3,802 | New |
| Ossiam | 3,826 | $227.4K | 0.00% | −745−16.3% | Reduced |
| Fifth Third Bancorp | 3,831 | $227.7K | 0.00% | +72+1.9% | Added |
| CIBC Private Wealth Group, LLC | 3,880 | $230.6K | 0.00% | +3,856+16,066.7% | Added |
| Mackenzie Financial Corp | 3,928 | $233.5K | 0.00% | −97,534−96.1% | Reduced |
| Rafferty Asset Management, LLC | 3,941 | $234.3K | 0.00% | −449−10.2% | Reduced |
| Apollon Wealth Management, LLC | 3,949 | $234.7K | 0.01% | +3,949 | New |
| EP Wealth Advisors, LLC | 3,984 | $236.8K | 0.00% | +3,984 | New |
| Arnhold LLC | 4,000 | $237.8K | 0.02% | −2,008−33.4% | Reduced |
| Schulhoff & Co Inc | 4,000 | $237.8K | 0.10% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 4,018 | $238.8K | 0.00% | +4,018 | New |
| Colony Group, LLC | 4,054 | $241.0K | 0.00% | +4,054 | New |
| Seeds Investor LLC | 4,056 | $241.1K | 0.09% | +4,056 | New |
| Diametric Capital, LP | 4,068 | $241.8K | 0.12% | +4,068 | New |
| Blackhawk Capital Partners LLC. | 4,127 | $245.3K | 0.13% | +4,127 | New |
| National Asset Management, Inc. | 4,154 | $246.8K | 0.01% | −239−5.4% | Reduced |
| Quadrant Capital Group LLC | 4,164 | $247.5K | 0.02% | −97−2.3% | Reduced |
| Oak Thistle LLC | 4,204 | $249.9K | 0.08% | +4,204 | New |
| Meiji Yasuda Asset Management Co Ltd. | 4,205 | $249.9K | 0.01% | −280−6.2% | Reduced |
| NDVR, Inc. | 4,335 | $254.2K | 0.26% | +12+0.3% | Added |
| HHM Wealth Advisors, LLC | 4,304 | $255.8K | 0.04% | 00.0% | Unchanged |
| Delta Asset Management LLC | 4,325 | $257.1K | 0.02% | 00.0% | Unchanged |
| Beacon Financial Group | 4,329 | $257.3K | 0.03% | +9+0.2% | Added |
| Profund Advisors LLC | 4,332 | $257.5K | 0.01% | −283−6.1% | Reduced |
| Sigma Planning Corp | 4,387 | $260.8K | 0.01% | −427−8.9% | Reduced |
| Cobblestone Capital Advisors LLC | 4,468 | $265.6K | 0.01% | 00.0% | Unchanged |
| Coastline Trust Co | 4,470 | $265.7K | 0.03% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 4,497 | $267.3K | 0.01% | 00.0% | Unchanged |
| DMG Group, LLC | 4,500 | $267.5K | 0.22% | +4,500 | New |
| Applied Finance Capital Management, LLC | 4,537 | $269.7K | 0.01% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 4,626 | $275.0K | 0.00% | +347+8.1% | Added |
| Aster Capital Management (DIFC) Ltd | 4,640 | $275.8K | 0.06% | +4,640 | New |
| Brown Brothers Harriman & Co | 4,670 | $277.6K | 0.00% | +28+0.6% | Added |
| Pallas Capital Advisors LLC | 4,433 | $280.8K | 0.01% | +4,433 | New |
| Wiley Bros.-Aintree Capital, LLC | 4,747 | $282.2K | 0.01% | +574+13.8% | Added |
| SageView Advisory Group, LLC | 4,768 | $283.4K | 0.01% | −308−6.1% | Reduced |
| Wolverine Trading, LLC | 4,893 | $287.0K | 0.01% | +4,893 | New |
| KBC Group NV | 4,830 | $287.0K | 0.00% | +444+10.1% | Added |
| Valeo Financial Advisors, LLC | 4,892 | $290.8K | 0.01% | −390−7.4% | Reduced |
| Fountainhead AM, LLC | 4,915 | $292.2K | 0.06% | +37+0.8% | Added |