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 |
|---|---|---|---|---|---|
| Colonial Trust Co | 62 | $3.65K | 0.00% | +62 | New |
| Sachetta, LLC | 61 | $3.63K | 0.00% | −41−40.2% | Reduced |
| Eagle Bay Advisors LLC | 61 | $3.63K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 60 | $3.57K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 55 | $3.28K | 0.00% | +55 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 53 | $3.15K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 53 | $3.15K | 0.00% | +1+1.9% | Added |
| Reuter James Wealth Management, LLC | 43 | $2.56K | 0.00% | +43 | New |
| Spire Wealth Management | 42 | $2.50K | 0.00% | −1−2.3% | Reduced |
| Bruce G. Allen Investments, LLC | 42 | $2.50K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 42 | $2.50K | 0.00% | +42 | New |
| Hallmark Capital Management Inc | 40 | $2.38K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 28 | $1.69K | 0.00% | −10−26.3% | Reduced |
| Clean Yield Group | 26 | $1.54K | 0.00% | +26 | New |
| Valued Wealth Advisors LLC | 22 | $1.31K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 20 | $1.19K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 18 | $1.07K | 0.00% | −1,295−98.6% | Reduced |
| Creekmur Asset Management LLC | 15 | $892 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 14 | $832 | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 10 | $594 | 0.00% | +10 | New |
| Larson Financial Group LLC | 5 | $297 | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 2 | $119 | 0.00% | −2−50.0% | Reduced |
| MV Capital Management, Inc. | 1 | $60 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −129,920−100.0% | Sold out |
| Algebris (UK) Ltd | 0 | $0 | 0.00% | −92,596−100.0% | Sold out |
| Livforsakringsbolaget Skandia, Omsesidigt | 0 | $0 | 0.00% | −54,100−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −53,962−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −22,403−100.0% | Sold out |
| Councilmark Asset Management, LLC | 0 | $0 | 0.00% | −21,800−100.0% | Sold out |
| Polianta Ltd | 0 | $0 | 0.00% | −21,300−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −21,220−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −20,200−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −18,944−100.0% | Sold out |
| SummerHaven Investment Management, LLC | 0 | $0 | 0.00% | −15,865−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −14,650−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −12,707−100.0% | Sold out |
| ClearAlpha Technologies LP | 0 | $0 | 0.00% | −12,073−100.0% | Sold out |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −11,057−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −10,305−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −8,979−100.0% | Sold out |
| Consolidated Planning Corp | 0 | $0 | 0.00% | −8,382−100.0% | Sold out |
| Strategic Investment Advisors | 0 | $0 | 0.00% | −6,518−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −6,409−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −6,307−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −6,067−100.0% | Sold out |
| Wintrust Investments LLC | 0 | $0 | 0.00% | −6,042−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −5,846−100.0% | Sold out |
| Alpha Cubed Investments, LLC | 0 | $0 | 0.00% | −5,500−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −5,394−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −4,562−100.0% | Sold out |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −1,736−100.0% | Sold out |
| Family Firm, Inc. | 0 | $0 | 0.00% | −806−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −781−100.0% | Sold out |
| Great Lakes Retirement, Inc. | 0 | $0 | 0.00% | −616−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −502−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −167−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −151−100.0% | Sold out |
| Newton One Investments LLC | 0 | $0 | 0.00% | −133−100.0% | Sold out |
| IAG Wealth Partners, LLC | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Planning Capital Management Corp | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Country Trust Bank | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Coombe, Bender & Co LLC | – | – | – | – | Not filed |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | Not filed |
| JJJ Advisors Inc. | – | – | – | – | Not filed |
| Private Ocean, LLC | – | – | – | – | Not filed |