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 |
|---|---|---|---|---|---|
| State Board of Administration of Florida Retirement System | 163,082 | $9.69M | 0.02% | 00.0% | Unchanged |
| Jane Street Group, LLC | 162,086 | $9.63M | 0.02% | +40,048+32.8% | Added |
| Citadel Advisors LLC | 158,829 | $9.44M | 0.01% | +154,557+3,617.9% | Added |
| CI Private Wealth, LLC | 150,435 | $8.94M | 0.01% | −4,141−2.7% | Reduced |
| Great West Life Assurance Co | 149,438 | $8.89M | 0.02% | −3,891−2.5% | Reduced |
| Barnett & Company, Inc. | 146,842 | $8.73M | 5.77% | −1,900−1.3% | Reduced |
| Janus Henderson Group PLC | 134,134 | $7.97M | 0.00% | +11,331+9.2% | Added |
| National Bank of Canada | 133,928 | $7.96M | 0.01% | +16,702+14.2% | Added |
| Marshall Wace, LLP | 130,107 | $7.73M | 0.01% | +130,107 | New |
| O'Shaughnessy Asset Management, LLC | 120,167 | $7.57M | 0.07% | −906−0.7% | Reduced |
| New York State Common Retirement Fund | 124,281 | $7.39M | 0.01% | −22,300−15.2% | Reduced |
| Ci Investments Inc. | 121,557 | $7.22M | 0.03% | −14,729−10.8% | Reduced |
| Comerica Bank | 120,830 | $7.18M | 0.03% | −15,072−11.1% | Reduced |
| Burney Co | 120,324 | $7.15M | 0.25% | −2,765−2.2% | Reduced |
| HSBC Holdings PLC | 120,264 | $7.07M | 0.00% | −113,617−48.6% | Reduced |
| Brandywine Global Investment Management, LLC | 111,027 | $6.99M | 0.05% | −289,220−72.3% | Reduced |
| BNP Paribas Arbitrage, SA | 116,033 | $6.90M | 0.01% | +49,960+75.6% | Added |
| Van Eck Associates Corp | 108,076 | $6.86M | 0.01% | +30,881+40.0% | Added |
| Foster & Motley Inc | 114,516 | $6.81M | 0.43% | −1,566−1.3% | Reduced |
| Public Employees Retirement System of Ohio | 113,309 | $6.74M | 0.03% | −6,823−5.7% | Reduced |
| IFG Advisory, LLC | 113,283 | $6.73M | 0.43% | +334+0.3% | Added |
| Thrivent Financial for Lutherans | 111,831 | $6.65M | 0.01% | +52,813+89.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 112,273 | $6.58M | 0.03% | +8,439+8.1% | Added |
| Wells Fargo & Company | 107,136 | $6.37M | 0.00% | +1,589+1.5% | Added |
| Price T Rowe Associates Inc | 107,120 | $6.37M | 0.00% | +5,838+5.8% | Added |
| Principal Street Partners, LLC | 107,534 | $6.36M | 1.04% | −31,539−22.7% | Reduced |
| Winton Group Ltd | 103,737 | $6.17M | 0.43% | +103,737 | New |
| Pinebridge Investments, L.P. | 101,787 | $6.05M | 0.05% | +27,292+36.6% | Added |
| AlphaCore Capital LLC | 99,274 | $5.90M | 1.33% | +3,331+3.5% | Added |
| State of Wisconsin Investment Board | 96,191 | $5.72M | 0.01% | −623−0.6% | Reduced |
| Lazard Asset Management LLC | 94,702 | $5.63M | 0.01% | −244,127−72.1% | Reduced |
| US Bancorp | 93,220 | $5.54M | 0.01% | −114−0.1% | Reduced |
| Mutual of America Capital Management LLC | 92,370 | $5.49M | 0.06% | −9,556−9.4% | Reduced |
| Vestcor Inc | 88,728 | $5.27M | 0.17% | +54,095+156.2% | Added |
| MetLife Investment Management | 88,577 | $5.27M | 0.03% | −5,395−5.7% | Reduced |
| Canada Pension Plan Investment Board | 88,000 | $5.23M | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 87,734 | $5.21M | 0.14% | +717+0.8% | Added |
| Wealthfront Advisers LLC | 87,733 | $5.21M | 0.02% | −1,732−1.9% | Reduced |
| Creative Planning | 84,906 | $5.05M | 0.00% | −536−0.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 84,480 | $5.02M | 0.02% | +84,480 | New |
| Schonfeld Strategic Advisors LLC | 84,156 | $5.00M | 0.04% | +68,552+439.3% | Added |
| Amalgamated Bank | 82,427 | $4.90M | 0.04% | −31,400−27.6% | Reduced |
| Advisor Group Holdings, Inc. | 81,605 | $4.85M | 0.01% | −21,595−20.9% | Reduced |
| HighTower Advisors, LLC | 80,891 | $4.81M | 0.01% | +3,030+3.9% | Added |
| Treasurer of the State of North Carolina | 80,719 | $4.80M | 0.02% | −2,330−2.8% | Reduced |
| Deutsche Bank AG | 80,108 | $4.76M | 0.00% | +36,474+83.6% | Added |
| Intech Investment Management LLC | 76,982 | $4.58M | 0.05% | +48,377+169.1% | Added |
| BTC Capital Management, Inc. | 76,597 | $4.55M | 0.40% | −2,522−3.2% | Reduced |
| State of Tennessee, Treasury Department | 75,891 | $4.51M | 0.02% | +30,670+67.8% | Added |
| Silver Lake Advisory, LLC | 75,766 | $4.50M | 1.85% | +1,773+2.4% | Added |
| Macquarie Group Ltd | 75,700 | $4.50M | 0.00% | 00.0% | Unchanged |
| Zacks Investment Management | 73,382 | $4.36M | 0.04% | +75+0.1% | Added |
| Envestnet Asset Management Inc | 72,578 | $4.31M | 0.00% | +7,419+11.4% | Added |
| Cerity Partners LLC | 71,667 | $4.26M | 0.01% | +26,010+57.0% | Added |
| Ibex Wealth Advisors | 50,702 | $4.24M | 1.36% | −67,979−57.3% | Reduced |
| Alaska Permanent Fund Corp | 70,058 | $4.16M | 0.06% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 68,699 | $4.08M | 0.01% | +52,529+324.9% | Added |
| Summit Global Investments | 66,633 | $3.96M | 0.25% | +48,234+262.2% | Added |
| apricus wealth, LLC | 66,365 | $3.94M | 2.60% | −320−0.5% | Reduced |
| Yousif Capital Management, LLC | 66,096 | $3.93M | 0.04% | −11,777−15.1% | Reduced |
| Pathstone Holdings, LLC | 65,798 | $3.91M | 0.02% | −522−0.8% | Reduced |
| Illinois Municipal Retirement Fund | 65,768 | $3.91M | 0.06% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 65,706 | $3.91M | 0.01% | −14,335−17.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 65,200 | $3.88M | 0.01% | −104,900−61.7% | Reduced |
| Citigroup Inc | 62,491 | $3.71M | 0.00% | +8,186+15.1% | Added |
| Ameritas Investment Partners, Inc. | 60,264 | $3.58M | 0.12% | −2,801−4.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 59,350 | $3.53M | 0.03% | −1,560−2.6% | Reduced |
| Auxier Asset Management | 59,187 | $3.52M | 0.52% | +61+0.1% | Added |
| Janney Montgomery Scott LLC | 58,864 | $3.50M | 0.01% | −1,456−2.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 58,015 | $3.45M | 0.00% | −7,516−11.5% | Reduced |
| Boston Common Asset Management, LLC | 57,905 | $3.44M | 0.09% | −20,758−26.4% | Reduced |
| State of New Jersey Common Pension Fund D | 56,820 | $3.38M | 0.01% | −9,074−13.8% | Reduced |
| Agf Management Ltd | 56,584 | $3.36M | 0.02% | +12,309+27.8% | Added |
| JustInvest LLC | 56,118 | $3.34M | 0.05% | +6,131+12.3% | Added |
| Kingsview Wealth Management, LLC | 55,725 | $3.31M | 0.07% | +50,751+1,020.3% | Added |
| Caisse de Depot Et Placement du Quebec | 55,692 | $3.31M | 0.01% | +55,692 | New |
| Arizona State Retirement System | 54,532 | $3.24M | 0.02% | +915+1.7% | Added |
| Mariner, LLC | 54,292 | $3.22M | 0.01% | +1,997+3.8% | Added |
| Bank of Nova Scotia | 52,823 | $3.14M | 0.01% | −223−0.4% | Reduced |
| Point72 Hong Kong Ltd | 50,460 | $3.00M | 0.22% | +46,719+1,248.8% | Added |
| Handelsbanken Fonder AB | 49,807 | $2.96M | 0.01% | +6,700+15.5% | Added |
| Anchor Investment Management, LLC | 49,403 | $2.94M | 0.28% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 47,400 | $2.82M | 0.05% | −3,000−6.0% | Reduced |
| Bridgeway Capital Management, LLC | 46,300 | $2.75M | 0.06% | 00.0% | Unchanged |
| Savant Capital, LLC | 45,868 | $2.73M | 0.02% | +4,154+10.0% | Added |
| STRS Ohio | 45,117 | $2.68M | 0.01% | +1,781+4.1% | Added |
| Waterfront Wealth Inc. | 42,601 | $2.63M | 0.64% | +8,617+25.4% | Added |
| Omers Administration Corp | 43,900 | $2.61M | 0.02% | +4,700+12.0% | Added |
| Kendall Capital Management | 43,640 | $2.59M | 0.80% | +45+0.1% | Added |
| Bank of Montreal | 44,080 | $2.59M | 0.00% | −4,084−8.5% | Reduced |
| CoreCap Advisors, LLC | 42,493 | $2.53M | 0.12% | +3,228+8.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 41,713 | $2.48M | 0.01% | −329−0.8% | Reduced |
| Bokf, NA | 41,762 | $2.48M | 0.04% | +105+0.3% | Added |
| Commonwealth Equity Services, LLC | 41,491 | $2.47M | 0.00% | −905−2.1% | Reduced |
| Quest Partners LLC | 41,467 | $2.46M | 0.22% | −13,253−24.2% | Reduced |
| Cresset Asset Management, LLC | 41,238 | $2.45M | 0.01% | +6,197+17.7% | Added |
| State of Michigan Retirement System | 40,600 | $2.41M | 0.01% | −2,300−5.4% | Reduced |
| Nisa Investment Advisors, LLC | 40,247 | $2.39M | 0.01% | −1,560−3.7% | Reduced |
| Boston Financial Mangement LLC | 40,000 | $2.38M | 0.07% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 39,058 | $2.32M | 0.17% | +7,035+22.0% | Added |