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 |
|---|---|---|---|---|---|
| Atria Investments LLC | 4,993 | $296.8K | 0.00% | −171−3.3% | Reduced |
| Mather Group, LLC. | 5,004 | $297.5K | 0.00% | −9−0.2% | Reduced |
| AlTi Global, Inc. | 5,045 | $299.9K | 0.01% | +331+7.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,066 | $301.1K | 0.00% | +2,086+70.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 5,116 | $304.1K | 0.04% | −128−2.4% | Reduced |
| Great Lakes Advisors, LLC | 5,189 | $308.4K | 0.00% | +5,189 | New |
| Brooks, Moore & Associates, Inc. | 5,198 | $309.0K | 0.18% | −300−5.5% | Reduced |
| First Citizens Bank & Trust Co | 5,217 | $310.1K | 0.01% | +291+5.9% | Added |
| Lane & Associates LLC | 5,217 | $310.1K | 0.17% | +564+12.1% | Added |
| Tower Research Capital LLC (TRC) | 5,224 | $310.5K | 0.01% | +830+18.9% | Added |
| Chicago Partners Investment Group LLC | 4,941 | $313.4K | 0.01% | +940+23.5% | Added |
| Paulson Wealth Management Inc. | 5,283 | $314.0K | 0.08% | +25+0.5% | Added |
| Paragon Capital Management Ltd | 5,301 | $315.1K | 0.06% | +40+0.8% | Added |
| Net Worth Advisory Group | 5,309 | $315.6K | 0.09% | +5,309 | New |
| Lido Advisors, LLC | 5,310 | $315.6K | 0.00% | −3−0.1% | Reduced |
| MBM Wealth Consultants, LLC | 5,385 | $320.1K | 0.10% | −56−1.0% | Reduced |
| Eqis Capital Management, Inc. | 5,481 | $325.8K | 0.03% | −652−10.6% | Reduced |
| Newport Capital Group, LLC | 5,488 | $326.2K | 0.24% | −3,300−37.6% | Reduced |
| Summit Trail Advisors, LLC | 5,494 | $326.6K | 0.01% | +606+12.4% | Added |
| CIBC Asset Management Inc | 5,551 | $330.0K | 0.00% | +180+3.4% | Added |
| Catalyst Funds Management Pty Ltd | 5,600 | $332.9K | 0.07% | +4,200+300.0% | Added |
| Fifth Third Wealth Advisors LLC | 5,684 | $337.9K | 0.02% | −1,696−23.0% | Reduced |
| GWM Advisors LLC | 5,688 | $338.1K | 0.00% | −298−5.0% | Reduced |
| Entropy Technologies, LP | 5,725 | $340.3K | 0.04% | +5,725 | New |
| Lion Street Advisors, LLC | 5,751 | $341.8K | 0.12% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 5,823 | $346.1K | 0.01% | −3,484−37.4% | Reduced |
| Aries Wealth Management | 5,846 | $347.5K | 0.10% | +5,846 | New |
| Advisors Capital Management, LLC | 5,849 | $348.0K | 0.01% | +5,849 | New |
| Glenview Trust Co | 5,863 | $348.5K | 0.01% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 5,906 | $351.0K | 0.01% | +269+4.8% | Added |
| Prossimo Advisors, LLC | 5,995 | $356.0K | 0.26% | +25+0.4% | Added |
| Accurate Wealth Management, LLC | 5,634 | $356.5K | 0.07% | −644−10.3% | Reduced |
| Kestra Advisory Services, LLC | 6,068 | $360.7K | 0.00% | −1,062−14.9% | Reduced |
| Virtus Investment Advisers, Inc. | 6,105 | $362.9K | 0.29% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 6,190 | $367.9K | 0.18% | 00.0% | Unchanged |
| Forum Financial Management, LP | 6,205 | $368.8K | 0.01% | +10.0% | Added |
| Investors Asset Management of Georgia Inc | 6,208 | $369.0K | 0.17% | +7+0.1% | Added |
| TFB Advisors LLC | 6,317 | $375.5K | 0.11% | −2,479−28.2% | Reduced |
| Alps Advisors Inc | 6,350 | $377.4K | 0.00% | +6,350 | New |
| Ashton Thomas Private Wealth, LLC | 6,360 | $378.0K | 0.02% | +289+4.8% | Added |
| J. W. Coons Advisors, LLC | 6,367 | $378.5K | 0.09% | −60−0.9% | Reduced |
| Regions Financial Corp | 6,382 | $379.3K | 0.00% | +54+0.9% | Added |
| Bessemer Group Inc | 6,393 | $380.0K | 0.00% | +133+2.1% | Added |
| AE Wealth Management LLC | 6,395 | $380.1K | 0.00% | +1,768+38.2% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6,510 | $387.0K | 0.06% | +611+10.4% | Added |
| Quent Capital, LLC | 6,573 | $390.7K | 0.04% | +21+0.3% | Added |
| Skopos Labs, Inc. | 6,592 | $391.8K | 0.13% | +197+3.1% | Added |
| Means Investment Co., Inc. | 6,713 | $399.0K | 0.04% | +39+0.6% | Added |
| Brown Advisory Inc | 6,774 | $402.6K | 0.00% | +883+15.0% | Added |
| Ballentine Partners, LLC | 6,806 | $404.5K | 0.01% | +452+7.1% | Added |
| Bleakley Financial Group, LLC | 6,809 | $404.7K | 0.01% | +502+8.0% | Added |
| State of Wyoming | 6,878 | $408.8K | 0.06% | +2,247+48.5% | Added |
| Dorsey & Whitney Trust CO LLC | 6,970 | $414.3K | 0.02% | −191−2.7% | Reduced |
| Portland Global Advisors LLC | 7,001 | $416.1K | 0.05% | +7,001 | New |
| NorthRock Partners, LLC | 7,038 | $418.4K | 0.01% | +195+2.8% | Added |
| Shelton Capital Management | 7,113 | $422.8K | 0.01% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 7,176 | $426.5K | 0.02% | −271−3.6% | Reduced |
| GAMMA Investing LLC | 7,213 | $428.7K | 0.04% | +1,346+22.9% | Added |
| Patten Group, Inc. | 7,231 | $429.8K | 0.10% | 00.0% | Unchanged |
| My Legacy Advisors, LLC | 7,530 | $447.6K | 0.18% | −1,720−18.6% | Reduced |
| Wetherby Asset Management Inc | 7,572 | $450.1K | 0.02% | −34−0.4% | Reduced |
| Clarius Group, LLC | 7,746 | $460.4K | 0.03% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 7,900 | $469.6K | 0.04% | +7,900 | New |
| Machina Capital S.A.S. | 7,924 | $471.0K | 0.19% | +7,924 | New |
| BancorpSouth Bank | 8,027 | $477.1K | 0.03% | 00.0% | Unchanged |
| Callan Capital, LLC | 8,065 | $479.4K | 0.03% | +2,104+35.3% | Added |
| Centiva Capital, LP | 8,290 | $492.8K | 0.02% | +3,671+79.5% | Added |
| Global Retirement Partners, LLC | 8,292 | $492.9K | 0.01% | +224+2.8% | Added |
| Campion Asset Management LLC | 8,400 | $499.3K | 0.37% | −520−5.8% | Reduced |
| AdvisorShares Investments LLC | 8,500 | $505.2K | 0.10% | +8,500 | New |
| Caitlin John, LLC | 7,133 | $506.6K | 0.33% | −1,204−14.4% | Reduced |
| Csenge Advisory Group | 8,163 | $512.1K | 0.03% | −2,227−21.4% | Reduced |
| SG Americas Securities, LLC | 8,638 | $513.0K | 0.00% | +8,638 | New |
| Erste Asset Management GmbH | 8,800 | $516.1K | 0.01% | +1,200+15.8% | Added |
| Meeder Advisory Services, Inc. | 8,744 | $519.7K | 0.03% | +2,215+33.9% | Added |
| Avantax Advisory Services, Inc. | 8,902 | $529.2K | 0.00% | −31−0.3% | Reduced |
| Belpointe Asset Management LLC | 8,962 | $532.7K | 0.03% | −564−5.9% | Reduced |
| Proequities, Inc. | 9,063 | $538.7K | 0.03% | −677−7.0% | Reduced |
| Veriti Management LLC | 9,082 | $539.8K | 0.03% | +1,913+26.7% | Added |
| Brinker Capital Investments, LLC | 9,109 | $541.5K | 0.01% | +4,425+94.5% | Added |
| Orion Portfolio Solutions, LLC | 9,109 | $541.5K | 0.01% | +4,425+94.5% | Added |
| Simplex Trading, LLC | 9,141 | $543.0K | 0.02% | +9,141 | New |
| Los Angeles Capital Management LLC | 9,221 | $548.1K | 0.00% | +9,221 | New |
| Old Port Advisors | 9,235 | $548.9K | 0.15% | −27−0.3% | Reduced |
| Lecap Asset Management Ltd | 9,292 | $552.3K | 0.12% | −16,466−63.9% | Reduced |
| Beacon Pointe Advisors, LLC | 9,443 | $561.3K | 0.01% | −578−5.8% | Reduced |
| CSS LLC | 9,508 | $565.2K | 0.03% | +538+6.0% | Added |
| Venture Visionary Partners LLC | 9,529 | $566.4K | 0.02% | +30.0% | Added |
| Prosperity Consulting Group, LLC | 9,735 | $578.6K | 0.05% | +9,735 | New |
| Pitcairn Co | 9,761 | $580.2K | 0.03% | −740−7.0% | Reduced |
| Carret Asset Management, LLC | 9,843 | $585.1K | 0.06% | −289−2.9% | Reduced |
| Ronald Blue Trust, Inc. | 11,448 | $585.1K | 0.01% | +6,587+135.5% | Added |
| RSM US Wealth Management LLC | 9,985 | $587.9K | 0.01% | +3,225+47.7% | Added |
| Utah Retirement Systems | 9,900 | $588.5K | 0.01% | −200−2.0% | Reduced |
| Benjamin Edwards Inc | 10,228 | $607.9K | 0.01% | +10,228 | New |
| United Capital Financial Advisers, LLC | 10,379 | $616.9K | 0.01% | −129−1.2% | Reduced |
| Boxwood Ventures, Inc. | 10,412 | $618.9K | 0.96% | 00.0% | Unchanged |
| Versor Investments LP | 10,586 | $629.2K | 0.10% | −3,400−24.3% | Reduced |
| nVerses Capital, LLC | 10,600 | $630.1K | 0.29% | +3,600+51.4% | Added |
| Old National Bancorp | 10,679 | $634.8K | 0.01% | +133+1.3% | Added |