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 |
|---|---|---|---|---|---|
| Sculati Wealth Management, LLC | 38,701 | $2.30M | 0.92% | +791+2.1% | Added |
| New Mexico Educational Retirement Board | 38,200 | $2.27M | 0.08% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 38,033 | $2.26M | 0.16% | +28+0.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 37,919 | $2.25M | 0.05% | −1,813−4.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 37,675 | $2.24M | 0.01% | −1,782−4.5% | Reduced |
| Aviance Capital Partners, LLC | 37,481 | $2.23M | 0.29% | +1,111+3.1% | Added |
| DGS Capital Management, LLC | 36,962 | $2.20M | 0.60% | +1,611+4.6% | Added |
| Danske Bank A/S | 36,922 | $2.19M | 0.01% | +3,016+8.9% | Added |
| Verition Fund Management LLC | 36,073 | $2.14M | 0.01% | −57,789−61.6% | Reduced |
| Naples Global Advisors, LLC | 35,872 | $2.13M | 0.20% | −897−2.4% | Reduced |
| Great Diamond Partners, LLC | 35,866 | $2.13M | 0.54% | −6,452−15.2% | Reduced |
| Squarepoint Ops LLC | 35,010 | $2.08M | 0.01% | −52,134−59.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 34,967 | $2.08M | 0.00% | +6,202+21.6% | Added |
| Cetera Investment Advisers | 34,862 | $2.07M | 0.00% | −1,270−3.5% | Reduced |
| Engineers Gate Manager LP | 34,627 | $2.06M | 0.04% | +19,204+124.5% | Added |
| Investors Research Corp | 34,600 | $2.06M | 0.45% | −125−0.4% | Reduced |
| Oregon Public Employees Retirement Fund | 34,579 | $2.06M | 0.04% | −2,390−6.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 34,452 | $2.05M | 0.01% | −653−1.9% | Reduced |
| Ritholtz Wealth Management | 33,540 | $1.99M | 0.06% | −682−2.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 33,208 | $1.97M | 0.00% | +27,008+435.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 32,758 | $1.95M | 0.00% | +6,676+25.6% | Added |
| Point72 (DIFC) Ltd | 32,741 | $1.95M | 0.15% | +32,741 | New |
| Skandinaviska Enskilda Banken AB (publ) | 32,633 | $1.94M | 0.01% | −20,978−39.1% | Reduced |
| Hancock Whitney Corp | 32,106 | $1.91M | 0.06% | −1,145−3.4% | Reduced |
| Crossmark Global Holdings, Inc. | 31,706 | $1.89M | 0.03% | +1,600+5.3% | Added |
| Pacer Advisors, Inc. | 31,501 | $1.87M | 0.00% | −1,236−3.8% | Reduced |
| Hussman Strategic Advisors, Inc. | 31,500 | $1.87M | 0.46% | −21,000−40.0% | Reduced |
| Advisory Services Network, LLC | 36,130 | $1.85M | 0.04% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 30,873 | $1.83M | 0.00% | +979+3.3% | Added |
| Strategic Global Advisors, LLC | 30,856 | $1.83M | 0.36% | −322−1.0% | Reduced |
| BKD Wealth Advisors, LLC | 30,853 | $1.83M | 0.04% | −19−0.1% | Reduced |
| Aquatic Capital Management LLC | 29,900 | $1.78M | 0.05% | +29,400+5,880.0% | Added |
| WBI Investments | 29,778 | $1.77M | 0.43% | +29,778 | New |
| Toronto Dominion Bank | 29,600 | $1.76M | 0.00% | −4,000−11.9% | Reduced |
| Brevan Howard Capital Management LP | 29,231 | $1.74M | 0.08% | +29,231 | New |
| Private Advisor Group, LLC | 29,069 | $1.73M | 0.01% | −412−1.4% | Reduced |
| Natixis Advisors, L.P. | 28,795 | $1.71M | 0.00% | +1,499+5.5% | Added |
| International Assets Investment Management, LLC | 101,048 | $1.70M | 0.01% | +99,348+5,844.0% | Added |
| The PNC Financial Services Group, Inc. | 28,104 | $1.67M | 0.00% | +129+0.5% | Added |
| Sanctuary Advisors, LLC | 22,012 | $1.67M | 0.01% | −469−2.1% | Reduced |
| Redwood Investment Management, LLC | 28,415 | $1.67M | 0.15% | +1,122+4.1% | Added |
| NJ State Employees Deferred Compensation Plan | 28,000 | $1.66M | 0.20% | 00.0% | Unchanged |
| Vident Advisory, LLC | 27,193 | $1.62M | 0.04% | +4,244+18.5% | Added |
| Gsa Capital Partners LLP | 27,090 | $1.61M | 0.12% | +265+1.0% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 26,886 | $1.60M | 0.30% | +14,483+116.8% | Added |
| Abn Amro Investment Solutions | 26,363 | $1.57M | 0.03% | −11,406−30.2% | Reduced |
| CBOE Vest Financial, LLC | 26,159 | $1.55M | 0.03% | +4,389+20.2% | Added |
| Pictet Asset Management Holding SA | 24,384 | $1.45M | 0.00% | +240+1.0% | Added |
| Sowell Financial Services LLC | 24,245 | $1.44M | 0.07% | −310−1.3% | Reduced |
| Sterling Capital Management LLC | 23,742 | $1.41M | 0.02% | +23,742 | New |
| CWA Asset Management Group, LLC | 23,437 | $1.39M | 0.07% | +23,437 | New |
| GTS Securities LLC | 22,291 | $1.32M | 0.03% | +22,291 | New |
| Caxton Associates LP | 22,148 | $1.32M | 0.06% | +3,766+20.5% | Added |
| New York Life Investment Management LLC | 21,712 | $1.29M | 0.01% | −1,930−8.2% | Reduced |
| Qsemble Capital Management, LP | 21,161 | $1.26M | 0.23% | +21,161 | New |
| Affinity Investment Advisors, LLC | 20,967 | $1.25M | 0.86% | −1,630−7.2% | Reduced |
| D.A. Davidson & Co. | 20,926 | $1.24M | 0.01% | +10,235+95.7% | Added |
| Xponance, Inc. | 20,910 | $1.24M | 0.01% | −669−3.1% | Reduced |
| Ascent Group, LLC | 20,350 | $1.21M | 0.09% | −1,776−8.0% | Reduced |
| Abacus Planning Group, Inc. | 20,232 | $1.20M | 0.21% | −139−0.7% | Reduced |
| Public Employees Retirement Association of Colorado | 20,212 | $1.20M | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 20,056 | $1.19M | 0.00% | −1,456−6.8% | Reduced |
| State of Alaska, Department of Revenue | 19,857 | $1.18M | 0.01% | +500+2.6% | Added |
| Keynote Financial Services LLC | 19,794 | $1.18M | 0.90% | −146−0.7% | Reduced |
| Lifestyle Asset Management, Inc. | 19,506 | $1.16M | 0.64% | +649+3.4% | Added |
| XML Financial, LLC | 19,330 | $1.15M | 0.11% | −300−1.5% | Reduced |
| Gotham Asset Management, LLC | 19,204 | $1.14M | 0.01% | −659−3.3% | Reduced |
| Signaturefd, LLC | 19,022 | $1.13M | 0.02% | −684−3.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 18,935 | $1.13M | 0.07% | +4,931+35.2% | Added |
| Stephens Inc | 18,916 | $1.12M | 0.02% | −71−0.4% | Reduced |
| AIA Group Ltd | 18,504 | $1.10M | 0.03% | −3,168−14.6% | Reduced |
| Quadrature Capital Ltd | 18,497 | $1.10M | 0.02% | +9,579+107.4% | Added |
| Ethic Inc. | 20,200 | $1.08M | 0.03% | −595−2.9% | Reduced |
| Concurrent Investment Advisors, LLC | 17,950 | $1.07M | 0.03% | +674+3.9% | Added |
| Weiss Asset Management LP | 17,676 | $1.05M | 0.03% | +17,676 | New |
| Mercer Global Advisors Inc | 17,820 | $1.05M | 0.00% | +347+2.0% | Added |
| Acadian Asset Management LLC | 17,580 | $1.04M | 0.00% | +16,462+1,472.5% | Added |
| MML Investors Services, LLC | 17,288 | $1.03M | 0.00% | +859+5.2% | Added |
| Neumann Capital Management, LLC | 16,683 | $991.6K | 0.33% | −2,000−10.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 16,667 | $991.0K | 0.02% | +3,456+26.2% | Added |
| Commerce Bank | 16,572 | $985.0K | 0.01% | −730−4.2% | Reduced |
| Walleye Capital LLC | 16,435 | $976.9K | 0.01% | +14,640+815.6% | Added |
| Rockefeller Capital Management L.P. | 16,364 | $970.8K | 0.00% | −680−4.0% | Reduced |
| Ieq Capital, LLC | 16,321 | $970.1K | 0.01% | +6,094+59.6% | Added |
| Credit Agricole S A | 16,139 | $959.3K | 0.01% | +16,139 | New |
| Convergence Investment Partners, LLC | 16,076 | $955.5K | 0.26% | −440−2.7% | Reduced |
| Fox Run Management, L.L.C. | 15,853 | $942.3K | 0.21% | +15,853 | New |
| Petrus Trust Company, LTA | 15,697 | $933.0K | 0.09% | +3,508+28.8% | Added |
| Paradigm Financial Partners, LLC | 13,036 | $925.8K | 0.13% | −1,900−12.7% | Reduced |
| Shell Asset Management Co | 15,534 | $923.0K | 0.04% | +15,534 | New |
| Atlas Capital Advisors LLC | 15,101 | $897.6K | 0.14% | +1,102+7.9% | Added |
| Oppenheimer & Co Inc | 15,088 | $896.8K | 0.01% | +116+0.8% | Added |
| Lingohr & Partner Asset Management GmbH | 14,844 | $876.0K | 2.12% | +300+2.1% | Added |
| Kovitz Investment Group Partners, LLC | 18,064 | $869.9K | 0.01% | +18,064 | New |
| Westover Capital Advisors, LLC | 14,629 | $869.5K | 0.17% | +4,642+46.5% | Added |
| Advisory Research Inc | 14,544 | $864.5K | 0.15% | −431−2.9% | Reduced |
| CWM, LLC | 14,296 | $850.0K | 0.00% | +3,991+38.7% | Added |
| Patten & Patten Inc | 13,592 | $807.9K | 0.05% | −85−0.6% | Reduced |
| Exchange Traded Concepts, LLC | 13,501 | $802.5K | 0.02% | +13,366+9,900.7% | Added |
| Integrated Wealth Concepts LLC | 13,466 | $800.4K | 0.01% | −1,035−7.1% | Reduced |