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 |
|---|---|---|---|---|---|
| Lion Street Advisors, LLC | 5,751 | $341.8K | 0.12% | 00.0% | Unchanged |
| Entropy Technologies, LP | 5,725 | $340.3K | 0.04% | +5,725 | New |
| GWM Advisors LLC | 5,688 | $338.1K | 0.00% | −298−5.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 5,684 | $337.9K | 0.02% | −1,696−23.0% | Reduced |
| Catalyst Funds Management Pty Ltd | 5,600 | $332.9K | 0.07% | +4,200+300.0% | Added |
| CIBC Asset Management Inc | 5,551 | $330.0K | 0.00% | +180+3.4% | Added |
| Summit Trail Advisors, LLC | 5,494 | $326.6K | 0.01% | +606+12.4% | Added |
| Newport Capital Group, LLC | 5,488 | $326.2K | 0.24% | −3,300−37.6% | Reduced |
| Eqis Capital Management, Inc. | 5,481 | $325.8K | 0.03% | −652−10.6% | Reduced |
| MBM Wealth Consultants, LLC | 5,385 | $320.1K | 0.10% | −56−1.0% | Reduced |
| Lido Advisors, LLC | 5,310 | $315.6K | 0.00% | −3−0.1% | Reduced |
| Net Worth Advisory Group | 5,309 | $315.6K | 0.09% | +5,309 | New |
| Paragon Capital Management Ltd | 5,301 | $315.1K | 0.06% | +40+0.8% | Added |
| Paulson Wealth Management Inc. | 5,283 | $314.0K | 0.08% | +25+0.5% | Added |
| Chicago Partners Investment Group LLC | 4,941 | $313.4K | 0.01% | +940+23.5% | Added |
| Tower Research Capital LLC (TRC) | 5,224 | $310.5K | 0.01% | +830+18.9% | Added |
| Lane & Associates LLC | 5,217 | $310.1K | 0.17% | +564+12.1% | Added |
| First Citizens Bank & Trust Co | 5,217 | $310.1K | 0.01% | +291+5.9% | Added |
| Brooks, Moore & Associates, Inc. | 5,198 | $309.0K | 0.18% | −300−5.5% | Reduced |
| Great Lakes Advisors, LLC | 5,189 | $308.4K | 0.00% | +5,189 | New |
| Patriot Financial Group Insurance Agency, LLC | 5,116 | $304.1K | 0.04% | −128−2.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,066 | $301.1K | 0.00% | +2,086+70.0% | Added |
| AlTi Global, Inc. | 5,045 | $299.9K | 0.01% | +331+7.0% | Added |
| Mather Group, LLC. | 5,004 | $297.5K | 0.00% | −9−0.2% | Reduced |
| Atria Investments LLC | 4,993 | $296.8K | 0.00% | −171−3.3% | Reduced |
| Fountainhead AM, LLC | 4,915 | $292.2K | 0.06% | +37+0.8% | Added |
| Valeo Financial Advisors, LLC | 4,892 | $290.8K | 0.01% | −390−7.4% | Reduced |
| KBC Group NV | 4,830 | $287.0K | 0.00% | +444+10.1% | Added |
| Wolverine Trading, LLC | 4,893 | $287.0K | 0.01% | +4,893 | New |
| SageView Advisory Group, LLC | 4,768 | $283.4K | 0.01% | −308−6.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 4,747 | $282.2K | 0.01% | +574+13.8% | Added |
| Pallas Capital Advisors LLC | 4,433 | $280.8K | 0.01% | +4,433 | New |
| Brown Brothers Harriman & Co | 4,670 | $277.6K | 0.00% | +28+0.6% | Added |
| Aster Capital Management (DIFC) Ltd | 4,640 | $275.8K | 0.06% | +4,640 | New |
| Envestnet Portfolio Solutions, Inc. | 4,626 | $275.0K | 0.00% | +347+8.1% | Added |
| Applied Finance Capital Management, LLC | 4,537 | $269.7K | 0.01% | 00.0% | Unchanged |
| DMG Group, LLC | 4,500 | $267.5K | 0.22% | +4,500 | New |
| Lake Street Advisors Group, LLC | 4,497 | $267.3K | 0.01% | 00.0% | Unchanged |
| Coastline Trust Co | 4,470 | $265.7K | 0.03% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 4,468 | $265.6K | 0.01% | 00.0% | Unchanged |
| Sigma Planning Corp | 4,387 | $260.8K | 0.01% | −427−8.9% | Reduced |
| Profund Advisors LLC | 4,332 | $257.5K | 0.01% | −283−6.1% | Reduced |
| Beacon Financial Group | 4,329 | $257.3K | 0.03% | +9+0.2% | Added |
| Delta Asset Management LLC | 4,325 | $257.1K | 0.02% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 4,304 | $255.8K | 0.04% | 00.0% | Unchanged |
| NDVR, Inc. | 4,335 | $254.2K | 0.26% | +12+0.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 4,205 | $249.9K | 0.01% | −280−6.2% | Reduced |
| Oak Thistle LLC | 4,204 | $249.9K | 0.08% | +4,204 | New |
| Quadrant Capital Group LLC | 4,164 | $247.5K | 0.02% | −97−2.3% | Reduced |
| National Asset Management, Inc. | 4,154 | $246.8K | 0.01% | −239−5.4% | Reduced |
| Blackhawk Capital Partners LLC. | 4,127 | $245.3K | 0.13% | +4,127 | New |
| Diametric Capital, LP | 4,068 | $241.8K | 0.12% | +4,068 | New |
| Seeds Investor LLC | 4,056 | $241.1K | 0.09% | +4,056 | New |
| Colony Group, LLC | 4,054 | $241.0K | 0.00% | +4,054 | New |
| NewEdge Wealth, LLC | 4,018 | $238.8K | 0.00% | +4,018 | New |
| Arnhold LLC | 4,000 | $237.8K | 0.02% | −2,008−33.4% | Reduced |
| Schulhoff & Co Inc | 4,000 | $237.8K | 0.10% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 3,984 | $236.8K | 0.00% | +3,984 | New |
| Apollon Wealth Management, LLC | 3,949 | $234.7K | 0.01% | +3,949 | New |
| Rafferty Asset Management, LLC | 3,941 | $234.3K | 0.00% | −449−10.2% | Reduced |
| Mackenzie Financial Corp | 3,928 | $233.5K | 0.00% | −97,534−96.1% | Reduced |
| CIBC Private Wealth Group, LLC | 3,880 | $230.6K | 0.00% | +3,856+16,066.7% | Added |
| Fifth Third Bancorp | 3,831 | $227.7K | 0.00% | +72+1.9% | Added |
| Ossiam | 3,826 | $227.4K | 0.00% | −745−16.3% | Reduced |
| Eastern Bank | 3,802 | $226.0K | 0.00% | +3,802 | New |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 3,800 | $225.9K | 0.00% | −250−6.2% | Reduced |
| Ariadne Wealth Management, LP | 3,235 | $225.7K | 0.12% | +3,235 | New |
| Moors & Cabot, Inc. | 3,791 | $225.3K | 0.01% | +3,791 | New |
| HB Wealth Management, LLC | 3,782 | $224.8K | 0.00% | +3,782 | New |
| Umb Bank N A | 3,765 | $223.8K | 0.00% | +377+11.1% | Added |
| Atomi Financial Group, Inc. | 3,755 | $223.2K | 0.01% | +3,755 | New |
| Blair William & Co | 3,726 | $221.5K | 0.00% | −391−9.5% | Reduced |
| Old North State Wealth Management, LLC | 3,719 | $221.3K | 0.12% | +3,719 | New |
| Sage Rhino Capital LLC | 3,666 | $217.9K | 0.05% | +3,666 | New |
| Baird Financial Group, Inc. | 3,663 | $217.7K | 0.00% | −4,456−54.9% | Reduced |
| Welch & Forbes LLC | 3,587 | $213.2K | 0.00% | +3,587 | New |
| Buckingham Strategic Partners | 3,577 | $212.6K | 0.00% | +3,577 | New |
| Hanson & Doremus Investment Management | 3,559 | $212.0K | 0.03% | 00.0% | Unchanged |
| Spinnaker Trust | 3,559 | $211.5K | 0.01% | +3,559 | New |
| Diversified Trust Co | 3,549 | $211.0K | 0.01% | +3,549 | New |
| Laurion Capital Management LP | 3,519 | $209.2K | 0.01% | +3,519 | New |
| Toth Financial Advisory Corp | 3,478 | $206.7K | 0.02% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 3,369 | $200.3K | 0.05% | +3,369 | New |
| Farther Finance Advisors, LLC | 3,218 | $191.1K | 0.01% | +1,211+60.3% | Added |
| Daiwa Securities Group Inc. | 3,157 | $188.0K | 0.00% | −2,943−48.2% | Reduced |
| Clearstead Advisors, LLC | 3,071 | $182.5K | 0.00% | +233+8.2% | Added |
| Parallel Advisors, LLC | 3,043 | $180.9K | 0.00% | +12+0.4% | Added |
| Geneos Wealth Management Inc. | 3,011 | $179.0K | 0.01% | +2,193+268.1% | Added |
| Bank & Trust Co | 2,989 | $177.7K | 0.14% | +155+5.5% | Added |
| Continuum Advisory, LLC | 2,441 | $176.3K | 0.02% | −16−0.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,887 | $171.6K | 0.06% | +285+11.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,858 | $169.9K | 0.00% | +2,840+15,777.8% | Added |
| Advisors Asset Management, Inc. | 2,829 | $168.2K | 0.00% | +1,847+188.1% | Added |
| GeoWealth Management, LLC | 2,712 | $161.2K | 0.01% | +34+1.3% | Added |
| West Branch Capital LLC | 2,709 | $161.0K | 0.06% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 2,640 | $156.9K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2,570 | $152.8K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 2,509 | $149.0K | 0.09% | +499+24.8% | Added |
| IFP Advisors, Inc | 2,428 | $144.3K | 0.01% | −410−14.4% | Reduced |
| Edmond de Rothschild Holding S.A. | 2,367 | $140.7K | 0.00% | 00.0% | Unchanged |