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.
| 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, Q2 2025
Shares, value and share of portfolio for each institution holding Unum Group; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Deseret Mutual Benefit Administrators | 396 | $32.0K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 400 | $32.3K | 0.00% | +200+100.0% | Added |
| Aviso Financial Inc. | 406 | $32.8K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 425 | $34.3K | 0.00% | +2+0.5% | Added |
| Sound Income Strategies, LLC | 426 | $34.4K | 0.00% | +2+0.5% | Added |
| N.E.W. Advisory Services LLC | 427 | $34.5K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 431 | $34.8K | 0.01% | +48+12.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 478 | $38.6K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 500 | $40.4K | 0.03% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 500 | $40.4K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 521 | $42.1K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 537 | $43.4K | 0.03% | +164+44.0% | Added |
| McIlrath & Eck, LLC | 555 | $44.8K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 573 | $46.0K | 0.01% | +106+22.7% | Added |
| Hantz Financial Services, Inc. | 575 | $46.0K | 0.00% | +528+1,123.4% | Added |
| 1620 Investment Advisors, Inc. | 581 | $46.9K | 0.03% | +8+1.4% | Added |
| Founders Capital Management | 600 | $48.5K | 0.03% | 00.0% | Unchanged |
| St Germain D J Co Inc | 610 | $49.3K | 0.00% | +610 | New |
| Millstone Evans Group, LLC | 620 | $50.1K | 0.03% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 679 | $54.8K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 705 | $56.9K | 0.00% | −7,864−91.8% | Reduced |
| MCF Advisors LLC | 705 | $56.9K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 719 | $58.1K | 0.01% | −239−24.9% | Reduced |
| Danske Bank A/S | 732 | $59.1K | 0.00% | −35,530−98.0% | Reduced |
| Arlington Trust Co LLC | 774 | $62.5K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 806 | $65.1K | 0.00% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 855 | $69.0K | 0.04% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 921 | $74.4K | 0.00% | +17+1.9% | Added |
| Central Trust Co | 1,000 | $80.8K | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 1,000 | $80.8K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,005 | $81.2K | 0.00% | +221+28.2% | Added |
| National Bank of Canada | 1,018 | $82.2K | 0.00% | −3,960−79.6% | Reduced |
| Hoey Investments, Inc | 1,050 | $84.8K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,065 | $86.0K | 0.01% | −41−3.7% | Reduced |
| CVA Family Office, LLC | 1,097 | $88.6K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1,130 | $91.3K | 0.00% | +120+11.9% | Added |
| Proffitt & Goodson Inc | 1,156 | $93.4K | 0.01% | −630−35.3% | Reduced |
| Walleye Trading LLC | 1,158 | $93.5K | 0.00% | +1,158 | New |
| Whittier Trust Co of Nevada Inc | 1,172 | $94.7K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 1,329 | $107.3K | 0.09% | +366+38.0% | Added |
| Covestor Ltd | 1,424 | $115.0K | 0.07% | −3−0.2% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,465 | $118.3K | 0.02% | +183+14.3% | Added |
| Capital Analysts, LLC | 1,484 | $120.0K | 0.00% | +8+0.5% | Added |
| Walleye Capital LLC | 1,558 | $125.8K | 0.00% | −13,596−89.7% | Reduced |
| Addison Advisors LLC | 1,662 | $134.2K | 0.03% | +71+4.5% | Added |
| Canada Pension Plan Investment Board | 1,700 | $137.3K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 1,690 | $138.7K | 0.09% | −30−1.7% | Reduced |
| Principal Securities, Inc. | 1,742 | $140.7K | 0.00% | +189+12.2% | Added |
| EverSource Wealth Advisors, LLC | 1,851 | $149.5K | 0.01% | +1,132+157.4% | Added |
| Ossiam | 1,869 | $150.9K | 0.00% | −572−23.4% | Reduced |
| New England Capital Financial Advisors LLC | 1,904 | $153.8K | 0.07% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,958 | $158.0K | 0.00% | +1,958 | New |
| Nomura Asset Management Co Ltd | 2,080 | $168.0K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 2,158 | $174.3K | 0.01% | −398−15.6% | Reduced |
| Curat Global, LLC | 2,195 | $177.3K | 0.17% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 2,340 | $189.0K | 0.01% | +2,340 | New |
| Quarry LP | 2,362 | $190.8K | 0.04% | +468+24.7% | Added |
| Skyline Advisors, Inc. | 2,500 | $201.9K | 0.07% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 2,500 | $202.0K | 0.10% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,529 | $204.2K | 0.01% | −7−0.3% | Reduced |
| IFP Advisors, Inc | 1,285 | $205.1K | 0.01% | +74+6.1% | Added |
| HighPoint Advisor Group LLC | 2,545 | $205.5K | 0.01% | −119−4.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,557 | $206.5K | 0.00% | +493+23.9% | Added |
| Carl P. Sherr & Co., LLC | 2,560 | $206.7K | 0.10% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 2,590 | $207.2K | 0.06% | −10.0% | Reduced |
| Paragon Capital Management Ltd | 2,569 | $207.5K | 0.04% | −2,669−51.0% | Reduced |
| MAI Capital Management | 2,570 | $207.6K | 0.00% | +614+31.4% | Added |
| Proficio Capital Partners LLC | 2,578 | $208.2K | 0.01% | +33+1.3% | Added |
| Ariadne Wealth Management, LP | 2,985 | $213.3K | 0.10% | −121−3.9% | Reduced |
| Private Trust Co NA | 2,657 | $214.6K | 0.02% | −100−3.6% | Reduced |
| Fifth Third Bancorp | 2,660 | $214.8K | 0.00% | −898−25.2% | Reduced |
| Haven Private, LLC | 2,671 | $215.7K | 0.10% | +2,671 | New |
| Versant Capital Management, Inc | 2,679 | $216.4K | 0.03% | +139+5.5% | Added |
| Wealthspire Advisors, LLC | 2,682 | $216.6K | 0.00% | +2,682 | New |
| Leigh Baldwin & Co., LLC | 2,690 | $217.2K | 0.14% | −105−3.8% | Reduced |
| Fidelis Capital Partners, LLC | 3,090 | $217.8K | 0.02% | +18+0.6% | Added |
| Blueshift Asset Management, LLC | 2,706 | $218.5K | 0.07% | +2,706 | New |
| West Branch Capital LLC | 2,709 | $218.8K | 0.06% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 2,734 | $220.8K | 0.13% | −210−7.1% | Reduced |
| Rafferty Asset Management, LLC | 2,803 | $226.4K | 0.00% | −14−0.5% | Reduced |
| Choate Investment Advisors | 2,811 | $227.0K | 0.00% | −10−0.4% | Reduced |
| Beacon Pointe Advisors, LLC | 2,819 | $227.7K | 0.00% | −191−6.3% | Reduced |
| PFG Investments, LLC | 2,824 | $228.1K | 0.01% | −140−4.7% | Reduced |
| MJP Associates Inc | 2,827 | $228.3K | 0.03% | +26+0.9% | Added |
| Advisor OS, LLC | 2,827 | $228.3K | 0.02% | +26+0.9% | Added |
| Toth Financial Advisory Corp | 2,840 | $229.4K | 0.03% | −80−2.7% | Reduced |
| Inscription Capital, LLC | 2,857 | $230.7K | 0.03% | +2,857 | New |
| Aaron Wealth Advisors | 2,897 | $234.0K | 0.02% | −115−3.8% | Reduced |
| Midwest Trust Co | 2,935 | $237.0K | 0.00% | +2,935 | New |
| Fragasso Group Inc. | 2,952 | $238.4K | 0.02% | +15+0.5% | Added |
| Sage Capital Management, LLC | 2,953 | $238.4K | 0.11% | +16+0.5% | Added |
| Robertson Stephens Wealth Management, LLC | 2,954 | $238.5K | 0.01% | −202−6.4% | Reduced |
| Armis Advisers, LLC | 3,000 | $240.1K | 0.02% | +3,000 | New |
| Perigon Wealth Management, LLC | 2,987 | $241.2K | 0.01% | +198+7.1% | Added |
| KKM Financial LLC | 3,000 | $242.3K | 0.08% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,009 | $243.0K | 0.00% | −46−1.5% | Reduced |
| NewEdge Wealth, LLC | 3,551 | $243.4K | 0.00% | −62−1.7% | Reduced |
| Kingsman Wealth Management, Inc. | 3,016 | $243.5K | 0.15% | −4,134−57.8% | Reduced |
| Sequoia Financial Advisors, LLC | 3,056 | $246.8K | 0.00% | +401+15.1% | Added |
| Farther Finance Advisors, LLC | 3,105 | $250.7K | 0.01% | −350−10.1% | Reduced |