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 |
|---|---|---|---|---|---|
| Financial Advisory Service, Inc. | 10,769 | $640.1K | 0.05% | +81+0.8% | Added |
| Maryland State Retirement & Pension System | 10,901 | $648.0K | 0.01% | −4,096−27.3% | Reduced |
| HM Payson & Co | 10,922 | $649.2K | 0.01% | −135−1.2% | Reduced |
| Wedmont Private Capital | 10,661 | $652.1K | 0.04% | +881+9.0% | Added |
| Greenleaf Trust | 11,126 | $661.3K | 0.01% | −9−0.1% | Reduced |
| United Services Automobile Association | 11,170 | $663.9K | 0.02% | −3,087−21.7% | Reduced |
| Seven Eight Capital, LP | 11,365 | $675.5K | 0.06% | +11,365 | New |
| Mutual Advisors, LLC | 10,856 | $687.6K | 0.02% | +21+0.2% | Added |
| GPS Wealth Strategies Group, LLC | 11,653 | $692.7K | 0.09% | −9,268−44.3% | Reduced |
| TownSquare Capital, LLC | 12,136 | $721.4K | 0.01% | +1,350+12.5% | Added |
| CAPROCK Group, Inc. | 12,308 | $731.6K | 0.03% | +221+1.8% | Added |
| Park Avenue Securities LLC | 12,357 | $735.0K | 0.01% | −949−7.1% | Reduced |
| Evergreen Capital Management LLC | 12,537 | $745.2K | 0.03% | −36−0.3% | Reduced |
| Signet Financial Management, LLC | 12,615 | $749.8K | 0.10% | +12,615 | New |
| Hillsdale Investment Management Inc. | 12,850 | $763.8K | 0.06% | +12,850 | New |
| Moran Wealth Management, LLC | 12,910 | $767.4K | 0.02% | −164−1.3% | Reduced |
| Dumont & Blake Investment Advisors LLC | 12,922 | $768.1K | 0.20% | −12,922−50.0% | Reduced |
| Coldstream Capital Management Inc | 12,778 | $775.0K | 0.02% | +1,221+10.6% | Added |
| Counterpoint Mutual Funds LLC | 13,083 | $777.7K | 0.15% | +13,083 | New |
| Aigen Investment Management, LP | 13,129 | $780.4K | 0.15% | +13,129 | New |
| QRG Capital Management, Inc. | 13,147 | $781.5K | 0.01% | +361+2.8% | Added |
| Toroso Investments, LLC | 13,221 | $785.9K | 0.01% | −2,336−15.0% | Reduced |
| Securian Asset Management, Inc | 13,290 | $790.0K | 0.02% | −908−6.4% | Reduced |
| BOS Asset Management, LLC | 13,321 | $791.8K | 0.29% | +40.0% | Added |
| M&T Bank Corp | 13,366 | $794.2K | 0.00% | −272−2.0% | Reduced |
| Integrated Wealth Concepts LLC | 13,466 | $800.4K | 0.01% | −1,035−7.1% | Reduced |
| Exchange Traded Concepts, LLC | 13,501 | $802.5K | 0.02% | +13,366+9,900.7% | Added |
| Patten & Patten Inc | 13,592 | $807.9K | 0.05% | −85−0.6% | Reduced |
| CWM, LLC | 14,296 | $850.0K | 0.00% | +3,991+38.7% | Added |
| Advisory Research Inc | 14,544 | $864.5K | 0.15% | −431−2.9% | Reduced |
| Westover Capital Advisors, LLC | 14,629 | $869.5K | 0.17% | +4,642+46.5% | Added |
| Kovitz Investment Group Partners, LLC | 18,064 | $869.9K | 0.01% | +18,064 | New |
| Lingohr & Partner Asset Management GmbH | 14,844 | $876.0K | 2.12% | +300+2.1% | Added |
| Oppenheimer & Co Inc | 15,088 | $896.8K | 0.01% | +116+0.8% | Added |
| Atlas Capital Advisors LLC | 15,101 | $897.6K | 0.14% | +1,102+7.9% | Added |
| Shell Asset Management Co | 15,534 | $923.0K | 0.04% | +15,534 | New |
| Paradigm Financial Partners, LLC | 13,036 | $925.8K | 0.13% | −1,900−12.7% | Reduced |
| Petrus Trust Company, LTA | 15,697 | $933.0K | 0.09% | +3,508+28.8% | Added |
| Fox Run Management, L.L.C. | 15,853 | $942.3K | 0.21% | +15,853 | New |
| Convergence Investment Partners, LLC | 16,076 | $955.5K | 0.26% | −440−2.7% | Reduced |
| Credit Agricole S A | 16,139 | $959.3K | 0.01% | +16,139 | New |
| Ieq Capital, LLC | 16,321 | $970.1K | 0.01% | +6,094+59.6% | Added |
| Rockefeller Capital Management L.P. | 16,364 | $970.8K | 0.00% | −680−4.0% | Reduced |
| Walleye Capital LLC | 16,435 | $976.9K | 0.01% | +14,640+815.6% | Added |
| Commerce Bank | 16,572 | $985.0K | 0.01% | −730−4.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 16,667 | $991.0K | 0.02% | +3,456+26.2% | Added |
| Neumann Capital Management, LLC | 16,683 | $991.6K | 0.33% | −2,000−10.7% | Reduced |
| MML Investors Services, LLC | 17,288 | $1.03M | 0.00% | +859+5.2% | Added |
| Acadian Asset Management LLC | 17,580 | $1.04M | 0.00% | +16,462+1,472.5% | Added |
| Mercer Global Advisors Inc | 17,820 | $1.05M | 0.00% | +347+2.0% | Added |
| Weiss Asset Management LP | 17,676 | $1.05M | 0.03% | +17,676 | New |
| Concurrent Investment Advisors, LLC | 17,950 | $1.07M | 0.03% | +674+3.9% | Added |
| Ethic Inc. | 20,200 | $1.08M | 0.03% | −595−2.9% | Reduced |
| Quadrature Capital Ltd | 18,497 | $1.10M | 0.02% | +9,579+107.4% | Added |
| AIA Group Ltd | 18,504 | $1.10M | 0.03% | −3,168−14.6% | Reduced |
| Stephens Inc | 18,916 | $1.12M | 0.02% | −71−0.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 18,935 | $1.13M | 0.07% | +4,931+35.2% | Added |
| Signaturefd, LLC | 19,022 | $1.13M | 0.02% | −684−3.5% | Reduced |
| Gotham Asset Management, LLC | 19,204 | $1.14M | 0.01% | −659−3.3% | Reduced |
| XML Financial, LLC | 19,330 | $1.15M | 0.11% | −300−1.5% | Reduced |
| Lifestyle Asset Management, Inc. | 19,506 | $1.16M | 0.64% | +649+3.4% | Added |
| Keynote Financial Services LLC | 19,794 | $1.18M | 0.90% | −146−0.7% | Reduced |
| State of Alaska, Department of Revenue | 19,857 | $1.18M | 0.01% | +500+2.6% | Added |
| Federated Hermes, Inc. | 20,056 | $1.19M | 0.00% | −1,456−6.8% | Reduced |
| Public Employees Retirement Association of Colorado | 20,212 | $1.20M | 0.00% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 20,232 | $1.20M | 0.21% | −139−0.7% | Reduced |
| Ascent Group, LLC | 20,350 | $1.21M | 0.09% | −1,776−8.0% | Reduced |
| Xponance, Inc. | 20,910 | $1.24M | 0.01% | −669−3.1% | Reduced |
| D.A. Davidson & Co. | 20,926 | $1.24M | 0.01% | +10,235+95.7% | Added |
| Affinity Investment Advisors, LLC | 20,967 | $1.25M | 0.86% | −1,630−7.2% | Reduced |
| Qsemble Capital Management, LP | 21,161 | $1.26M | 0.23% | +21,161 | New |
| New York Life Investment Management LLC | 21,712 | $1.29M | 0.01% | −1,930−8.2% | Reduced |
| Caxton Associates LP | 22,148 | $1.32M | 0.06% | +3,766+20.5% | Added |
| GTS Securities LLC | 22,291 | $1.32M | 0.03% | +22,291 | New |
| CWA Asset Management Group, LLC | 23,437 | $1.39M | 0.07% | +23,437 | New |
| Sterling Capital Management LLC | 23,742 | $1.41M | 0.02% | +23,742 | New |
| Sowell Financial Services LLC | 24,245 | $1.44M | 0.07% | −310−1.3% | Reduced |
| Pictet Asset Management Holding SA | 24,384 | $1.45M | 0.00% | +240+1.0% | Added |
| CBOE Vest Financial, LLC | 26,159 | $1.55M | 0.03% | +4,389+20.2% | Added |
| Abn Amro Investment Solutions | 26,363 | $1.57M | 0.03% | −11,406−30.2% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 26,886 | $1.60M | 0.30% | +14,483+116.8% | Added |
| Gsa Capital Partners LLP | 27,090 | $1.61M | 0.12% | +265+1.0% | Added |
| Vident Advisory, LLC | 27,193 | $1.62M | 0.04% | +4,244+18.5% | Added |
| NJ State Employees Deferred Compensation Plan | 28,000 | $1.66M | 0.20% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 28,415 | $1.67M | 0.15% | +1,122+4.1% | Added |
| Sanctuary Advisors, LLC | 22,012 | $1.67M | 0.01% | −469−2.1% | Reduced |
| The PNC Financial Services Group, Inc. | 28,104 | $1.67M | 0.00% | +129+0.5% | Added |
| International Assets Investment Management, LLC | 101,048 | $1.70M | 0.01% | +99,348+5,844.0% | Added |
| Natixis Advisors, L.P. | 28,795 | $1.71M | 0.00% | +1,499+5.5% | Added |
| Private Advisor Group, LLC | 29,069 | $1.73M | 0.01% | −412−1.4% | Reduced |
| Brevan Howard Capital Management LP | 29,231 | $1.74M | 0.08% | +29,231 | New |
| Toronto Dominion Bank | 29,600 | $1.76M | 0.00% | −4,000−11.9% | Reduced |
| WBI Investments | 29,778 | $1.77M | 0.43% | +29,778 | New |
| Aquatic Capital Management LLC | 29,900 | $1.78M | 0.05% | +29,400+5,880.0% | Added |
| BKD Wealth Advisors, LLC | 30,853 | $1.83M | 0.04% | −19−0.1% | Reduced |
| Strategic Global Advisors, LLC | 30,856 | $1.83M | 0.36% | −322−1.0% | Reduced |
| CIBC World Markets Inc. | 30,873 | $1.83M | 0.00% | +979+3.3% | Added |
| Advisory Services Network, LLC | 36,130 | $1.85M | 0.04% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 31,500 | $1.87M | 0.46% | −21,000−40.0% | Reduced |
| Pacer Advisors, Inc. | 31,501 | $1.87M | 0.00% | −1,236−3.8% | Reduced |