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Livermore
ZHEN

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, Q2 2025

Institutional positions in Unum Group as of Jun 30, 2025. 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
736
+14 vs. Q1 2025
Shares held
151.9M
−3.09M (−2.0%) vs. Q1 2025
Total value
$12.3B
−$349.0M (−2.8%) vs. Q1 2025
New holders
82
269 more added
Sold out
68
274 more reduced

7 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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.

Institutional holdersQ2 2025: 736 institutions
Q1 2021: 459 institutionsQ2 2021: 451 institutionsQ3 2021: 459 institutionsQ4 2021: 444 institutionsQ1 2022: 466 institutionsQ2 2022: 487 institutionsQ3 2022: 492 institutionsQ4 2022: 528 institutionsQ1 2023: 527 institutionsQ2 2023: 557 institutionsQ3 2023: 580 institutionsQ4 2023: 572 institutionsQ1 2024: 580 institutionsQ2 2024: 579 institutionsQ3 2024: 625 institutionsQ4 2024: 685 institutionsQ1 2025: 729 institutionsQ2 2025: 736 institutionsQ3 2025: 674 institutionsQ4 2025: 699 institutionsQ1 2026: 702 institutionsQ2 2026: 766 institutions
Value heldQ2 2025: $12.3B
Q1 2021: $4.67BQ2 2021: $4.88BQ3 2021: $4.18BQ4 2021: $4.09BQ1 2022: $5.36BQ2 2022: $5.76BQ3 2022: $6.59BQ4 2022: $6.94BQ1 2023: $6.65BQ2 2023: $7.97BQ3 2023: $8.14BQ4 2023: $7.51BQ1 2024: $8.87BQ2 2024: $8.25BQ3 2024: $9.30BQ4 2024: $11.3BQ1 2025: $12.6BQ2 2025: $12.3BQ3 2025: $10.4BQ4 2025: $11.3BQ1 2026: $9.25BQ2 2026: $12.6B
Institutions holding UNM and their total value by quarter
QuarterHoldersValue
Q2 2026766$12.6B
Q1 2026702$9.25B
Q4 2025699$11.3B
Q3 2025674$10.4B
Q2 2025736$12.3B
Q1 2025729$12.6B
Q4 2024685$11.3B
Q3 2024625$9.30B
Q2 2024579$8.25B
Q1 2024580$8.87B
Q4 2023572$7.51B
Q3 2023580$8.14B
Q2 2023557$7.97B
Q1 2023527$6.65B
Q4 2022528$6.94B
Q3 2022492$6.59B
Q2 2022487$5.76B
Q1 2022466$5.36B
Q4 2021444$4.09B
Q3 2021459$4.18B
Q2 2021451$4.88B
Q1 2021459$4.67B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Unum Group; share changes are against Q1 2025.

Institutions holding UNM in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
TFC Financial Management1$810.00%00.0%Unchanged
MV Capital Management, Inc.3$2430.00%00.0%Unchanged
DecisionPoint Financial, LLC3$2470.00%+3New
Highline Wealth Partners LLC4$3230.00%−2−33.3%Reduced
American Capital Advisory, LLC4$3240.00%+1+33.3%Added
Optiver Holding B.V.5$4040.00%−328−98.5%Reduced
Quaker Wealth Management, LLC5$4040.00%+5New
Bogart Wealth, LLC6$4850.00%+6New
Stephens Consulting, LLC7$5660.00%+7New
Bay Harbor Wealth Management, LLC11$8880.00%+5+83.3%Added
Valued Wealth Advisors LLC11$9020.00%00.0%Unchanged
Parkworth Wealth Management, Inc.12$9690.00%+4+50.0%Added
Avion Wealth20$1.00K0.00%−4−16.7%Reduced
Huntington National Bank13$1.05K0.00%−387−96.8%Reduced
Principia Wealth Advisory, LLC14$1.13K0.00%+3+27.3%Added
HFM Investment Advisors, LLC14$1.13K0.00%+7+100.0%Added
Garde Capital, Inc.15$1.21K0.00%00.0%Unchanged
Rialto Wealth Management, LLC16$1.29K0.00%+1+6.7%Added
Cornerstone Planning Group LLC19$1.33K0.00%+13+216.7%Added
Winch Advisory Services, LLC18$1.47K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC18$1.47K0.00%00.0%Unchanged
Ameriflex Group, Inc.21$1.67K0.00%+21New
Sierra Ocean, LLC21$1.70K0.00%00.0%Unchanged
Tortoise Investment Management, LLC23$1.86K0.00%+23New
DHJJ Financial Advisors, Ltd.23$1.86K0.00%+23New
Atlantic Private Wealth, LLC23$1.89K0.00%+23New
SJS Investment Consulting Inc.24$1.94K0.00%−18−42.9%Reduced
Cromwell Holdings LLC25$2.02K0.00%+16+177.8%Added
Clean Yield Group26$2.10K0.00%00.0%Unchanged
Hughes Financial Services, LLC30$2.12K0.00%+21+233.3%Added
Ameritas Advisory Services, LLC27$2.20K0.00%+27New
Financial Management Professionals, Inc.29$2.34K0.00%00.0%Unchanged
ORG Partners LLC29$2.38K0.00%+29New
AdvisorNet Financial, Inc33$2.67K0.00%+6+22.2%Added
Capital A Wealth Management, LLC63$2.85K0.03%+63New
Logan Capital Management Inc36$2.87K0.00%+1+2.9%Added
South State Corp.37$2.99K0.00%−7−15.9%Reduced
Bruce G. Allen Investments, LLC38$3.07K0.00%00.0%Unchanged
Spire Wealth Management42$3.39K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.43$3.45K0.00%−153−78.1%Reduced
Reyes Financial Architecture, Inc.47$3.80K0.00%00.0%Unchanged
Rakuten Securities, Inc.51$4.12K0.00%−24−32.0%Reduced
Mount Yale Investment Advisors, LLC52$4.20K0.00%+52New
DiNuzzo Private Wealth, Inc.55$4.44K0.00%+2+3.8%Added
LRI Investments, LLC58$4.68K0.00%00.0%Unchanged
Sachetta, LLC61$4.93K0.00%00.0%Unchanged
Key Financial Inc64$5.17K0.00%00.0%Unchanged
UMA Financial Services, Inc.65$5.25K0.00%+55+550.0%Added
Twin Peaks Wealth Advisors, LLC79$5.56K0.00%+79New
Beaird Harris Wealth Management, LLC69$5.59K0.00%+9+15.0%Added
Capital Advisors, Ltd. LLC77$6.00K0.00%00.0%Unchanged
Park Square Financial Group, LLC75$6.06K0.00%00.0%Unchanged
Raiffeisen Bank International AG78$6.30K0.00%00.0%Unchanged
High Note Wealth, LLC78$6.30K0.00%+16+25.8%Added
Gen-Wealth Partners Inc85$6.87K0.00%+28+49.1%Added
Newbridge Financial Services Group, Inc.86$6.95K0.00%+19+28.4%Added
Ancora Advisors, LLC88$7.11K0.00%+88New
Ogorek Anthony Joseph101$8.00K0.00%00.0%Unchanged
Pingora Partners LLC100$8.08K0.01%00.0%Unchanged
Bryn Mawr Trust Co107$8.64K0.00%00.0%Unchanged
Beacon Capital Management, LLC112$9.03K0.00%+1+0.9%Added
Atlantic Trust, LLC118$9.53K0.00%+2+1.7%Added
Fortitude Family Office, LLC122$9.85K0.00%+43+54.4%Added
Dogwood Wealth Management LLC123$9.96K0.00%+123New
Newton One Investments LLC136$11.0K0.00%+1+0.7%Added
Kozak & Associates, Inc.139$11.0K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc140$11.3K0.00%+16+12.9%Added
GoalVest Advisory LLC140$11.3K0.00%+140New
Hopwood Financial Services, Inc.150$12.1K0.01%00.0%Unchanged
Grove Bank & Trust153$12.4K0.00%+19+14.2%Added
Rossby Financial, LCC160$12.9K0.00%−420−72.4%Reduced
Caitong International Asset Management Co., Ltd162$13.1K0.01%+24+17.4%Added
Armstrong Advisory Group, Inc167$13.5K0.00%00.0%Unchanged
Asset Dedication, LLC170$13.7K0.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC179$14.5K0.00%00.0%Unchanged
Whittier Trust Co188$15.2K0.00%00.0%Unchanged
Binnacle Investments Inc208$16.8K0.01%+14+7.2%Added
VSM Wealth Advisory, LLC210$17.0K0.01%+210New
JFS Wealth Advisors, LLC215$17.4K0.00%00.0%Unchanged
Rothschild Investment LLC219$17.7K0.00%+5+2.3%Added
Coston, McIsaac & Partners224$18.0K0.00%00.0%Unchanged
Whipplewood Advisors, LLC228$18.4K0.01%+178+356.0%Added
Essential Partners LLC228$18.4K0.01%+228New
Hollencrest Capital Management238$19.2K0.00%+1+0.4%Added
Evolution Wealth Management Inc.241$19.5K0.02%+241New
Private Wealth Management Group, LLC256$20.7K0.01%−48−15.8%Reduced
Wealth Preservation Advisors, LLC287$23.2K0.01%−357−55.4%Reduced
Northwest Capital Management Inc290$23.4K0.01%00.0%Unchanged
TD Private Client Wealth LLC324$26.2K0.00%00.0%Unchanged
Massmutual Trust Co FSB328$26.5K0.00%−96−22.6%Reduced
Rise Advisors, LLC338$27.3K0.01%+16+5.0%Added
Bullock Wealth Management Group337$27.7K0.01%00.0%Unchanged
Harbor Capital Advisors, Inc.347$28.0K0.00%+70+25.3%Added
Quintet Private Bank (Europe) S.A.350$28.3K0.00%+350New
Bell Investment Advisors, Inc352$28.4K0.00%+36+11.4%Added
WealthCollab, LLC370$29.9K0.02%00.0%Unchanged
Legacy Wealth Managment, LLC370$29.9K0.02%00.0%Unchanged
Legacy Investment Solutions, LLC370$29.9K0.02%+370New
Heritage Wealth Advisors387$31.3K0.00%00.0%Unchanged
Barrett & Company, Inc.396$32.0K0.01%00.0%Unchanged