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 |
|---|---|---|---|---|---|
| Allworth Financial LP | 2,199 | $130.7K | 0.00% | −898−29.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 2,100 | $124.8K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,004 | $119.1K | 0.00% | −4,361−68.5% | Reduced |
| Smartleaf Asset Management LLC | 1,966 | $115.3K | 0.01% | +591+43.0% | Added |
| New England Capital Financial Advisors LLC | 1,904 | $113.2K | 0.06% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 1,786 | $106.2K | 0.02% | −607−25.4% | Reduced |
| Addison Advisors LLC | 1,569 | $93.3K | 0.03% | +127+8.8% | Added |
| SRS Capital Advisors, Inc. | 1,545 | $91.8K | 0.01% | +143+10.2% | Added |
| Headlands Technologies LLC | 1,545 | $91.8K | 0.01% | +1,545 | New |
| Richardson Financial Services Inc. | 1,775 | $90.7K | 0.06% | 00.0% | Unchanged |
| Walleye Trading LLC | 1,463 | $87.0K | 0.00% | +1,463 | New |
| FinTrust Capital Advisors, LLC | 1,459 | $86.7K | 0.01% | +1+0.1% | Added |
| Whittier Trust Co of Nevada Inc | 1,292 | $76.8K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,216 | $72.3K | 0.00% | +138+12.8% | Added |
| TD Waterhouse Canada Inc. | 1,118 | $67.1K | 0.00% | +1,117+111,700.0% | Added |
| Caption Management, LLC | 1,100 | $65.4K | 0.01% | +1,100 | New |
| CVA Family Office, LLC | 1,090 | $64.8K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,082 | $64.3K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 1,007 | $59.9K | 0.00% | +7+0.7% | Added |
| Kelly Lawrence W & Associates Inc | 1,000 | $59.4K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,006 | $59.0K | 0.00% | +944+1,522.6% | Added |
| Pathway Financial Advisers, LLC | 992 | $59.0K | 0.03% | +3+0.3% | Added |
| Bryn Mawr Trust Co | 980 | $58.3K | 0.00% | +980 | New |
| Live Oak Investment Partners | – | $57.7K | 0.04% | – | New |
| Lindbrook Capital, LLC | 931 | $55.3K | 0.00% | −392−29.6% | Reduced |
| Quarry LP | 930 | $55.3K | 0.02% | +911+4,794.7% | Added |
| Venturi Wealth Management, LLC | 928 | $55.2K | 0.00% | +86+10.2% | Added |
| Hoey Investments, Inc | 1,050 | $53.7K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 899 | $53.4K | 0.01% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 855 | $50.8K | 0.03% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 822 | $48.9K | 0.00% | +30+3.8% | Added |
| Arlington Trust Co LLC | 774 | $46.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 764 | $45.4K | 0.00% | +106+16.1% | Added |
| Trust Co of Vermont | 731 | $43.5K | 0.00% | +729+36,450.0% | Added |
| V-Square Quantitative Management LLC | 702 | $41.7K | 0.01% | +194+38.2% | Added |
| Federation des caisses Desjardins du Quebec | 679 | $40.4K | 0.00% | +150+28.4% | Added |
| Huntington National Bank | 679 | $40.4K | 0.00% | +36+5.6% | Added |
| Coppell Advisory Solutions LLC | 650 | $38.1K | 0.01% | +388+148.1% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 621 | $36.9K | 0.01% | +621 | New |
| Steward Partners Investment Advisory, LLC | 614 | $36.5K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 606 | $36.0K | 0.01% | +103+20.5% | Added |
| Founders Capital Management | 600 | $35.7K | 0.02% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 573 | $34.1K | 0.02% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 555 | $33.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 529 | $31.4K | 0.00% | −74−12.3% | Reduced |
| Manchester Capital Management LLC | 527 | $31.3K | 0.00% | −15−2.8% | Reduced |
| Capital Performance Advisors LLP | 527 | $31.3K | 0.01% | +527 | New |
| Baldwin Brothers Inc | 516 | $30.7K | 0.00% | +116+29.0% | Added |
| Atlantic Edge Private Wealth Management, LLC | 500 | $29.7K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 493 | $29.3K | 0.01% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 370 | $26.3K | 0.02% | +370 | New |
| Legacy Wealth Managment, LLC | 370 | $26.3K | 0.02% | +370 | New |
| North Star Investment Management Corp. | 421 | $25.0K | 0.00% | +2+0.5% | Added |
| Sound Income Strategies, LLC | 419 | $24.9K | 0.00% | +3+0.7% | Added |
| Massmutual Trust Co FSB | 410 | $24.4K | 0.00% | +73+21.7% | Added |
| Aviso Financial Inc. | 406 | $24.1K | 0.00% | +406 | New |
| Sugarloaf Wealth Management, LLC | 399 | $23.7K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 397 | $23.6K | 0.01% | +3+0.8% | Added |
| Heritage Wealth Advisors | 387 | $23.0K | 0.00% | +83+27.3% | Added |
| WealthCollab, LLC | 370 | $22.0K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 342 | $20.3K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 313 | $20.0K | 0.01% | +313 | New |
| Laurel Wealth Advisors LLC | 325 | $19.3K | 0.00% | +325 | New |
| TD Private Client Wealth LLC | 317 | $18.8K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 306 | $18.2K | 0.00% | −10−3.2% | Reduced |
| Hobbs Group Advisors, LLC | 300 | $17.8K | 0.01% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 290 | $17.2K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 277 | $16.5K | 0.01% | +277 | New |
| Leonteq Securities AG | 247 | $14.7K | 0.00% | −146−37.2% | Reduced |
| Hollencrest Capital Management | 234 | $13.9K | 0.00% | +1+0.4% | Added |
| Cherry Tree Wealth Management, LLC | 232 | $13.8K | 0.00% | −52−18.3% | Reduced |
| JFS Wealth Advisors, LLC | 230 | $13.7K | 0.00% | +6+2.7% | Added |
| Coston, McIsaac & Partners | 224 | $13.0K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 209 | $12.4K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 203 | $12.1K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 196 | $11.6K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 188 | $11.2K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 183 | $10.9K | 0.00% | +183 | New |
| Armstrong Advisory Group, Inc | 167 | $9.93K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 161 | $9.57K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 173 | $8.84K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 137 | $8.72K | 0.00% | +1+0.7% | Added |
| Motco | 146 | $8.68K | 0.00% | +146 | New |
| Frazier Financial Advisors, LLC | 141 | $8.38K | 0.01% | −142−50.2% | Reduced |
| Bullock Wealth Management Group | 132 | $7.77K | 0.00% | 00.0% | Unchanged |
| Pingora Partners LLC | 120 | $7.13K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 125 | $7.00K | 0.00% | +125 | New |
| Beacon Capital Management, LLC | 111 | $6.59K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 111 | $6.55K | 0.00% | +75+208.3% | Added |
| Barrett & Company, Inc. | 99 | $5.88K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 97 | $5.77K | 0.00% | +97 | New |
| Hexagon Capital Partners LLC | 96 | $5.71K | 0.00% | −26−21.3% | Reduced |
| Peterson Financial Group, Inc. | 91 | $5.38K | 0.02% | +91 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 90 | $5.35K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 77 | $5.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 76 | $4.52K | 0.00% | +14+22.6% | Added |
| Farmers & Merchants Investments Inc | 75 | $4.46K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 58 | $4.19K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 69 | $4.10K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 57 | $3.67K | 0.00% | +17+42.5% | Added |