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 |
|---|---|---|---|---|---|
| Crossmark Global Holdings, Inc. | 31,706 | $1.89M | 0.03% | +1,600+5.3% | Added |
| Hancock Whitney Corp | 32,106 | $1.91M | 0.06% | −1,145−3.4% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 32,633 | $1.94M | 0.01% | −20,978−39.1% | Reduced |
| Point72 (DIFC) Ltd | 32,741 | $1.95M | 0.15% | +32,741 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 32,758 | $1.95M | 0.00% | +6,676+25.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 33,208 | $1.97M | 0.00% | +27,008+435.6% | Added |
| Ritholtz Wealth Management | 33,540 | $1.99M | 0.06% | −682−2.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 34,452 | $2.05M | 0.01% | −653−1.9% | Reduced |
| Oregon Public Employees Retirement Fund | 34,579 | $2.06M | 0.04% | −2,390−6.5% | Reduced |
| Investors Research Corp | 34,600 | $2.06M | 0.45% | −125−0.4% | Reduced |
| Engineers Gate Manager LP | 34,627 | $2.06M | 0.04% | +19,204+124.5% | Added |
| Cetera Investment Advisers | 34,862 | $2.07M | 0.00% | −1,270−3.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 34,967 | $2.08M | 0.00% | +6,202+21.6% | Added |
| Squarepoint Ops LLC | 35,010 | $2.08M | 0.01% | −52,134−59.8% | Reduced |
| Great Diamond Partners, LLC | 35,866 | $2.13M | 0.54% | −6,452−15.2% | Reduced |
| Naples Global Advisors, LLC | 35,872 | $2.13M | 0.20% | −897−2.4% | Reduced |
| Verition Fund Management LLC | 36,073 | $2.14M | 0.01% | −57,789−61.6% | Reduced |
| Danske Bank A/S | 36,922 | $2.19M | 0.01% | +3,016+8.9% | Added |
| DGS Capital Management, LLC | 36,962 | $2.20M | 0.60% | +1,611+4.6% | Added |
| Aviance Capital Partners, LLC | 37,481 | $2.23M | 0.29% | +1,111+3.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 37,675 | $2.24M | 0.01% | −1,782−4.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 37,919 | $2.25M | 0.05% | −1,813−4.6% | Reduced |
| Nations Financial Group Inc, | 38,033 | $2.26M | 0.16% | +28+0.1% | Added |
| New Mexico Educational Retirement Board | 38,200 | $2.27M | 0.08% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 38,701 | $2.30M | 0.92% | +791+2.1% | Added |
| Campbell & CO Investment Adviser LLC | 39,058 | $2.32M | 0.17% | +7,035+22.0% | Added |
| Boston Financial Mangement LLC | 40,000 | $2.38M | 0.07% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 40,247 | $2.39M | 0.01% | −1,560−3.7% | Reduced |
| State of Michigan Retirement System | 40,600 | $2.41M | 0.01% | −2,300−5.4% | Reduced |
| Cresset Asset Management, LLC | 41,238 | $2.45M | 0.01% | +6,197+17.7% | Added |
| Quest Partners LLC | 41,467 | $2.46M | 0.22% | −13,253−24.2% | Reduced |
| Commonwealth Equity Services, LLC | 41,491 | $2.47M | 0.00% | −905−2.1% | Reduced |
| Bokf, NA | 41,762 | $2.48M | 0.04% | +105+0.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 41,713 | $2.48M | 0.01% | −329−0.8% | Reduced |
| CoreCap Advisors, LLC | 42,493 | $2.53M | 0.12% | +3,228+8.2% | Added |
| Bank of Montreal | 44,080 | $2.59M | 0.00% | −4,084−8.5% | Reduced |
| Kendall Capital Management | 43,640 | $2.59M | 0.80% | +45+0.1% | Added |
| Omers Administration Corp | 43,900 | $2.61M | 0.02% | +4,700+12.0% | Added |
| Waterfront Wealth Inc. | 42,601 | $2.63M | 0.64% | +8,617+25.4% | Added |
| STRS Ohio | 45,117 | $2.68M | 0.01% | +1,781+4.1% | Added |
| Savant Capital, LLC | 45,868 | $2.73M | 0.02% | +4,154+10.0% | Added |
| Bridgeway Capital Management, LLC | 46,300 | $2.75M | 0.06% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 47,400 | $2.82M | 0.05% | −3,000−6.0% | Reduced |
| Anchor Investment Management, LLC | 49,403 | $2.94M | 0.28% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 49,807 | $2.96M | 0.01% | +6,700+15.5% | Added |
| Point72 Hong Kong Ltd | 50,460 | $3.00M | 0.22% | +46,719+1,248.8% | Added |
| Bank of Nova Scotia | 52,823 | $3.14M | 0.01% | −223−0.4% | Reduced |
| Mariner, LLC | 54,292 | $3.22M | 0.01% | +1,997+3.8% | Added |
| Arizona State Retirement System | 54,532 | $3.24M | 0.02% | +915+1.7% | Added |
| Caisse de Depot Et Placement du Quebec | 55,692 | $3.31M | 0.01% | +55,692 | New |
| Kingsview Wealth Management, LLC | 55,725 | $3.31M | 0.07% | +50,751+1,020.3% | Added |
| JustInvest LLC | 56,118 | $3.34M | 0.05% | +6,131+12.3% | Added |
| Agf Management Ltd | 56,584 | $3.36M | 0.02% | +12,309+27.8% | Added |
| State of New Jersey Common Pension Fund D | 56,820 | $3.38M | 0.01% | −9,074−13.8% | Reduced |
| Boston Common Asset Management, LLC | 57,905 | $3.44M | 0.09% | −20,758−26.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 58,015 | $3.45M | 0.00% | −7,516−11.5% | Reduced |
| Janney Montgomery Scott LLC | 58,864 | $3.50M | 0.01% | −1,456−2.4% | Reduced |
| Auxier Asset Management | 59,187 | $3.52M | 0.52% | +61+0.1% | Added |
| Teachers Retirement System of the State of Kentucky | 59,350 | $3.53M | 0.03% | −1,560−2.6% | Reduced |
| Ameritas Investment Partners, Inc. | 60,264 | $3.58M | 0.12% | −2,801−4.4% | Reduced |
| Citigroup Inc | 62,491 | $3.71M | 0.00% | +8,186+15.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 65,200 | $3.88M | 0.01% | −104,900−61.7% | Reduced |
| Ensign Peak Advisors, Inc | 65,706 | $3.91M | 0.01% | −14,335−17.9% | Reduced |
| Illinois Municipal Retirement Fund | 65,768 | $3.91M | 0.06% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 65,798 | $3.91M | 0.02% | −522−0.8% | Reduced |
| Yousif Capital Management, LLC | 66,096 | $3.93M | 0.04% | −11,777−15.1% | Reduced |
| apricus wealth, LLC | 66,365 | $3.94M | 2.60% | −320−0.5% | Reduced |
| Summit Global Investments | 66,633 | $3.96M | 0.25% | +48,234+262.2% | Added |
| Susquehanna International Group, LLP | 68,699 | $4.08M | 0.01% | +52,529+324.9% | Added |
| Alaska Permanent Fund Corp | 70,058 | $4.16M | 0.06% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 50,702 | $4.24M | 1.36% | −67,979−57.3% | Reduced |
| Cerity Partners LLC | 71,667 | $4.26M | 0.01% | +26,010+57.0% | Added |
| Envestnet Asset Management Inc | 72,578 | $4.31M | 0.00% | +7,419+11.4% | Added |
| Zacks Investment Management | 73,382 | $4.36M | 0.04% | +75+0.1% | Added |
| Macquarie Group Ltd | 75,700 | $4.50M | 0.00% | 00.0% | Unchanged |
| Silver Lake Advisory, LLC | 75,766 | $4.50M | 1.85% | +1,773+2.4% | Added |
| State of Tennessee, Treasury Department | 75,891 | $4.51M | 0.02% | +30,670+67.8% | Added |
| BTC Capital Management, Inc. | 76,597 | $4.55M | 0.40% | −2,522−3.2% | Reduced |
| Intech Investment Management LLC | 76,982 | $4.58M | 0.05% | +48,377+169.1% | Added |
| Deutsche Bank AG | 80,108 | $4.76M | 0.00% | +36,474+83.6% | Added |
| Treasurer of the State of North Carolina | 80,719 | $4.80M | 0.02% | −2,330−2.8% | Reduced |
| HighTower Advisors, LLC | 80,891 | $4.81M | 0.01% | +3,030+3.9% | Added |
| Advisor Group Holdings, Inc. | 81,605 | $4.85M | 0.01% | −21,595−20.9% | Reduced |
| Amalgamated Bank | 82,427 | $4.90M | 0.04% | −31,400−27.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 84,156 | $5.00M | 0.04% | +68,552+439.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 84,480 | $5.02M | 0.02% | +84,480 | New |
| Creative Planning | 84,906 | $5.05M | 0.00% | −536−0.6% | Reduced |
| Wealthfront Advisers LLC | 87,733 | $5.21M | 0.02% | −1,732−1.9% | Reduced |
| First Horizon Advisors, Inc. | 87,734 | $5.21M | 0.14% | +717+0.8% | Added |
| Canada Pension Plan Investment Board | 88,000 | $5.23M | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 88,577 | $5.27M | 0.03% | −5,395−5.7% | Reduced |
| Vestcor Inc | 88,728 | $5.27M | 0.17% | +54,095+156.2% | Added |
| Mutual of America Capital Management LLC | 92,370 | $5.49M | 0.06% | −9,556−9.4% | Reduced |
| US Bancorp | 93,220 | $5.54M | 0.01% | −114−0.1% | Reduced |
| Lazard Asset Management LLC | 94,702 | $5.63M | 0.01% | −244,127−72.1% | Reduced |
| State of Wisconsin Investment Board | 96,191 | $5.72M | 0.01% | −623−0.6% | Reduced |
| AlphaCore Capital LLC | 99,274 | $5.90M | 1.33% | +3,331+3.5% | Added |
| Pinebridge Investments, L.P. | 101,787 | $6.05M | 0.05% | +27,292+36.6% | Added |
| Winton Group Ltd | 103,737 | $6.17M | 0.43% | +103,737 | New |
| Principal Street Partners, LLC | 107,534 | $6.36M | 1.04% | −31,539−22.7% | Reduced |