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 |
|---|---|---|---|---|---|
| M&T Bank Corp | 13,366 | $794.2K | 0.00% | −272−2.0% | Reduced |
| BOS Asset Management, LLC | 13,321 | $791.8K | 0.29% | +40.0% | Added |
| Securian Asset Management, Inc | 13,290 | $790.0K | 0.02% | −908−6.4% | Reduced |
| Toroso Investments, LLC | 13,221 | $785.9K | 0.01% | −2,336−15.0% | Reduced |
| QRG Capital Management, Inc. | 13,147 | $781.5K | 0.01% | +361+2.8% | Added |
| Aigen Investment Management, LP | 13,129 | $780.4K | 0.15% | +13,129 | New |
| Counterpoint Mutual Funds LLC | 13,083 | $777.7K | 0.15% | +13,083 | New |
| Coldstream Capital Management Inc | 12,778 | $775.0K | 0.02% | +1,221+10.6% | Added |
| Dumont & Blake Investment Advisors LLC | 12,922 | $768.1K | 0.20% | −12,922−50.0% | Reduced |
| Moran Wealth Management, LLC | 12,910 | $767.4K | 0.02% | −164−1.3% | Reduced |
| Hillsdale Investment Management Inc. | 12,850 | $763.8K | 0.06% | +12,850 | New |
| Signet Financial Management, LLC | 12,615 | $749.8K | 0.10% | +12,615 | New |
| Evergreen Capital Management LLC | 12,537 | $745.2K | 0.03% | −36−0.3% | Reduced |
| Park Avenue Securities LLC | 12,357 | $735.0K | 0.01% | −949−7.1% | Reduced |
| CAPROCK Group, Inc. | 12,308 | $731.6K | 0.03% | +221+1.8% | Added |
| TownSquare Capital, LLC | 12,136 | $721.4K | 0.01% | +1,350+12.5% | Added |
| GPS Wealth Strategies Group, LLC | 11,653 | $692.7K | 0.09% | −9,268−44.3% | Reduced |
| Mutual Advisors, LLC | 10,856 | $687.6K | 0.02% | +21+0.2% | Added |
| Seven Eight Capital, LP | 11,365 | $675.5K | 0.06% | +11,365 | New |
| United Services Automobile Association | 11,170 | $663.9K | 0.02% | −3,087−21.7% | Reduced |
| Greenleaf Trust | 11,126 | $661.3K | 0.01% | −9−0.1% | Reduced |
| Wedmont Private Capital | 10,661 | $652.1K | 0.04% | +881+9.0% | Added |
| HM Payson & Co | 10,922 | $649.2K | 0.01% | −135−1.2% | Reduced |
| Maryland State Retirement & Pension System | 10,901 | $648.0K | 0.01% | −4,096−27.3% | Reduced |
| Financial Advisory Service, Inc. | 10,769 | $640.1K | 0.05% | +81+0.8% | Added |
| Old National Bancorp | 10,679 | $634.8K | 0.01% | +133+1.3% | Added |
| nVerses Capital, LLC | 10,600 | $630.1K | 0.29% | +3,600+51.4% | Added |
| Versor Investments LP | 10,586 | $629.2K | 0.10% | −3,400−24.3% | Reduced |
| Boxwood Ventures, Inc. | 10,412 | $618.9K | 0.96% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 10,379 | $616.9K | 0.01% | −129−1.2% | Reduced |
| Benjamin Edwards Inc | 10,228 | $607.9K | 0.01% | +10,228 | New |
| Utah Retirement Systems | 9,900 | $588.5K | 0.01% | −200−2.0% | Reduced |
| RSM US Wealth Management LLC | 9,985 | $587.9K | 0.01% | +3,225+47.7% | Added |
| Ronald Blue Trust, Inc. | 11,448 | $585.1K | 0.01% | +6,587+135.5% | Added |
| Carret Asset Management, LLC | 9,843 | $585.1K | 0.06% | −289−2.9% | Reduced |
| Pitcairn Co | 9,761 | $580.2K | 0.03% | −740−7.0% | Reduced |
| Prosperity Consulting Group, LLC | 9,735 | $578.6K | 0.05% | +9,735 | New |
| Venture Visionary Partners LLC | 9,529 | $566.4K | 0.02% | +30.0% | Added |
| CSS LLC | 9,508 | $565.2K | 0.03% | +538+6.0% | Added |
| Beacon Pointe Advisors, LLC | 9,443 | $561.3K | 0.01% | −578−5.8% | Reduced |
| Lecap Asset Management Ltd | 9,292 | $552.3K | 0.12% | −16,466−63.9% | Reduced |
| Old Port Advisors | 9,235 | $548.9K | 0.15% | −27−0.3% | Reduced |
| Los Angeles Capital Management LLC | 9,221 | $548.1K | 0.00% | +9,221 | New |
| Simplex Trading, LLC | 9,141 | $543.0K | 0.02% | +9,141 | New |
| 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 |
| Veriti Management LLC | 9,082 | $539.8K | 0.03% | +1,913+26.7% | Added |
| Proequities, Inc. | 9,063 | $538.7K | 0.03% | −677−7.0% | Reduced |
| Belpointe Asset Management LLC | 8,962 | $532.7K | 0.03% | −564−5.9% | Reduced |
| Avantax Advisory Services, Inc. | 8,902 | $529.2K | 0.00% | −31−0.3% | Reduced |
| Meeder Advisory Services, Inc. | 8,744 | $519.7K | 0.03% | +2,215+33.9% | Added |
| Erste Asset Management GmbH | 8,800 | $516.1K | 0.01% | +1,200+15.8% | Added |
| SG Americas Securities, LLC | 8,638 | $513.0K | 0.00% | +8,638 | New |
| Csenge Advisory Group | 8,163 | $512.1K | 0.03% | −2,227−21.4% | Reduced |
| Caitlin John, LLC | 7,133 | $506.6K | 0.33% | −1,204−14.4% | Reduced |
| AdvisorShares Investments LLC | 8,500 | $505.2K | 0.10% | +8,500 | New |
| Campion Asset Management LLC | 8,400 | $499.3K | 0.37% | −520−5.8% | Reduced |
| Global Retirement Partners, LLC | 8,292 | $492.9K | 0.01% | +224+2.8% | Added |
| Centiva Capital, LP | 8,290 | $492.8K | 0.02% | +3,671+79.5% | Added |
| Callan Capital, LLC | 8,065 | $479.4K | 0.03% | +2,104+35.3% | Added |
| BancorpSouth Bank | 8,027 | $477.1K | 0.03% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 7,924 | $471.0K | 0.19% | +7,924 | New |
| Hamilton Capital Partners Inc. | 7,900 | $469.6K | 0.04% | +7,900 | New |
| Clarius Group, LLC | 7,746 | $460.4K | 0.03% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 7,572 | $450.1K | 0.02% | −34−0.4% | Reduced |
| My Legacy Advisors, LLC | 7,530 | $447.6K | 0.18% | −1,720−18.6% | Reduced |
| Patten Group, Inc. | 7,231 | $429.8K | 0.10% | 00.0% | Unchanged |
| GAMMA Investing LLC | 7,213 | $428.7K | 0.04% | +1,346+22.9% | Added |
| J.W. Cole Advisors, Inc. | 7,176 | $426.5K | 0.02% | −271−3.6% | Reduced |
| Shelton Capital Management | 7,113 | $422.8K | 0.01% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 7,038 | $418.4K | 0.01% | +195+2.8% | Added |
| Portland Global Advisors LLC | 7,001 | $416.1K | 0.05% | +7,001 | New |
| Dorsey & Whitney Trust CO LLC | 6,970 | $414.3K | 0.02% | −191−2.7% | Reduced |
| State of Wyoming | 6,878 | $408.8K | 0.06% | +2,247+48.5% | Added |
| Bleakley Financial Group, LLC | 6,809 | $404.7K | 0.01% | +502+8.0% | Added |
| Ballentine Partners, LLC | 6,806 | $404.5K | 0.01% | +452+7.1% | Added |
| Brown Advisory Inc | 6,774 | $402.6K | 0.00% | +883+15.0% | Added |
| Means Investment Co., Inc. | 6,713 | $399.0K | 0.04% | +39+0.6% | Added |
| Skopos Labs, Inc. | 6,592 | $391.8K | 0.13% | +197+3.1% | Added |
| Quent Capital, LLC | 6,573 | $390.7K | 0.04% | +21+0.3% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6,510 | $387.0K | 0.06% | +611+10.4% | Added |
| AE Wealth Management LLC | 6,395 | $380.1K | 0.00% | +1,768+38.2% | Added |
| Bessemer Group Inc | 6,393 | $380.0K | 0.00% | +133+2.1% | Added |
| Regions Financial Corp | 6,382 | $379.3K | 0.00% | +54+0.9% | Added |
| J. W. Coons Advisors, LLC | 6,367 | $378.5K | 0.09% | −60−0.9% | Reduced |
| Ashton Thomas Private Wealth, LLC | 6,360 | $378.0K | 0.02% | +289+4.8% | Added |
| Alps Advisors Inc | 6,350 | $377.4K | 0.00% | +6,350 | New |
| TFB Advisors LLC | 6,317 | $375.5K | 0.11% | −2,479−28.2% | Reduced |
| Investors Asset Management of Georgia Inc | 6,208 | $369.0K | 0.17% | +7+0.1% | Added |
| Forum Financial Management, LP | 6,205 | $368.8K | 0.01% | +10.0% | Added |
| Wetzel Investment Advisors, Inc. | 6,190 | $367.9K | 0.18% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 6,105 | $362.9K | 0.29% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 6,068 | $360.7K | 0.00% | −1,062−14.9% | Reduced |
| Accurate Wealth Management, LLC | 5,634 | $356.5K | 0.07% | −644−10.3% | Reduced |
| Prossimo Advisors, LLC | 5,995 | $356.0K | 0.26% | +25+0.4% | Added |
| IHT Wealth Management, LLC | 5,906 | $351.0K | 0.01% | +269+4.8% | Added |
| Glenview Trust Co | 5,863 | $348.5K | 0.01% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 5,849 | $348.0K | 0.01% | +5,849 | New |
| Aries Wealth Management | 5,846 | $347.5K | 0.10% | +5,846 | New |
| Capstone Investment Advisors, LLC | 5,823 | $346.1K | 0.01% | −3,484−37.4% | Reduced |