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 |
|---|---|---|---|---|---|
| Vicus Capital | 3,130 | $252.8K | 0.02% | +3,130 | New |
| Strategy Asset Managers LLC | 3,191 | $257.7K | 0.05% | +3,191 | New |
| Bank & Trust Co | 3,202 | $258.6K | 0.20% | +213+7.1% | Added |
| Flagship Harbor Advisors, LLC | 3,211 | $259.3K | 0.01% | −2−0.1% | Reduced |
| Profund Advisors LLC | 3,229 | $260.8K | 0.01% | −327−9.2% | Reduced |
| Ronald Blue Trust, Inc. | 3,254 | $262.8K | 0.00% | −127−3.8% | Reduced |
| Jacobi Capital Management LLC | 3,261 | $263.4K | 0.02% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 3,269 | $264.0K | 0.09% | −823−20.1% | Reduced |
| Nichols & Pratt Advisers LLP | 3,270 | $264.1K | 0.02% | 00.0% | Unchanged |
| Wellington Management Group LLP | 3,282 | $265.1K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 3,298 | $266.3K | 0.01% | −504−13.3% | Reduced |
| Capital Square, LLC | 3,328 | $266.4K | 0.14% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 3,301 | $266.6K | 0.03% | −434−11.6% | Reduced |
| StoneX Group Inc. | 3,305 | $266.9K | 0.01% | −1,564−32.1% | Reduced |
| KPP Advisory Services LLC | 3,319 | $268.0K | 0.04% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 3,331 | $269.0K | 0.03% | +3,331 | New |
| Resources Investment Advisors, LLC. | 3,343 | $270.0K | 0.00% | −313−8.6% | Reduced |
| Elyxium Wealth, LLC | 3,344 | $270.1K | 0.10% | +39+1.2% | Added |
| Geneos Wealth Management Inc. | 3,352 | $270.7K | 0.01% | −148−4.2% | Reduced |
| LaSalle St. Investment Advisors, LLC | 3,362 | $271.0K | 0.07% | +3,362 | New |
| Catalytic Wealth RIA, LLC | 3,357 | $271.1K | 0.02% | +3,357 | New |
| Diversified Trust Co | 3,362 | $271.5K | 0.01% | −15,908−82.6% | Reduced |
| Brighton Jones LLC | 3,369 | $272.1K | 0.01% | +83+2.5% | Added |
| Syon Capital LLC | 3,391 | $273.9K | 0.02% | +3,391 | New |
| Brown Miller Wealth Management, LLC | 3,399 | $274.5K | 0.09% | +3,399 | New |
| Axxcess Wealth Management, LLC | 3,399 | $274.5K | 0.01% | +3,399 | New |
| Sage Rhino Capital LLC | 3,424 | $276.5K | 0.06% | −49−1.4% | Reduced |
| Simplex Trading, LLC | 3,462 | $279.0K | 0.01% | −1,270−26.8% | Reduced |
| Challenger Wealth Management | 3,475 | $280.7K | 0.19% | +3+0.1% | Added |
| Hanson & Doremus Investment Management | 3,480 | $281.0K | 0.04% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 3,493 | $282.1K | 0.00% | +266+8.2% | Added |
| Manchester Capital Management LLC | 3,507 | $283.2K | 0.04% | +2,477+240.5% | Added |
| Spinnaker Trust | 3,515 | $283.9K | 0.02% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 3,562 | $287.7K | 0.01% | −8−0.2% | Reduced |
| Welch & Forbes LLC | 3,572 | $288.5K | 0.00% | −15−0.4% | Reduced |
| Smartleaf Asset Management LLC | 3,612 | $290.6K | 0.03% | −636−15.0% | Reduced |
| Sigma Planning Corp | 3,686 | $297.7K | 0.01% | +177+5.0% | Added |
| Moors & Cabot, Inc. | 3,791 | $306.2K | 0.01% | 00.0% | Unchanged |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 3,800 | $306.9K | 0.00% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 3,847 | $310.7K | 0.02% | −90−2.3% | Reduced |
| EP Wealth Advisors, LLC | 3,865 | $312.1K | 0.00% | +365+10.4% | Added |
| Prudential PLC | 3,873 | $312.8K | 0.00% | +3,873 | New |
| Catalyst Funds Management Pty Ltd | 3,900 | $315.0K | 0.09% | +3,900 | New |
| Apollon Wealth Management, LLC | 3,910 | $315.8K | 0.01% | +11+0.3% | Added |
| Paulson Wealth Management Inc. | 3,980 | $321.4K | 0.08% | +69+1.8% | Added |
| Versor Investments LP | 3,986 | $321.9K | 0.06% | −6,400−61.6% | Reduced |
| Schulhoff & Co Inc | 4,000 | $323.0K | 0.14% | 00.0% | Unchanged |
| Arnhold LLC | 4,000 | $323.0K | 0.03% | 00.0% | Unchanged |
| Norden Group LLC | 4,007 | $323.6K | 0.04% | −5,886−59.5% | Reduced |
| Umb Bank N A | 4,016 | $324.3K | 0.01% | +168+4.4% | Added |
| Clarius Group, LLC | 4,041 | $326.4K | 0.02% | 00.0% | Unchanged |
| F/M Investments LLC | 4,044 | $326.6K | 0.01% | +4,044 | New |
| Mather Group, LLC. | 4,059 | $327.8K | 0.00% | −662−14.0% | Reduced |
| Magnetar Financial LLC | 4,077 | $329.3K | 0.00% | −2,661−39.5% | Reduced |
| KBC Group NV | 4,132 | $334.0K | 0.00% | −2,809−40.5% | Reduced |
| Laurion Capital Management LP | 4,145 | $334.8K | 0.04% | +4,145 | New |
| Stratos Wealth Partners, LTD. | 4,161 | $336.1K | 0.00% | +359+9.4% | Added |
| Wetzel Investment Advisors, Inc. | 4,190 | $338.4K | 0.15% | 00.0% | Unchanged |
| Beacon Financial Group | 4,217 | $340.5K | 0.04% | −60−1.4% | Reduced |
| FourThought Financial Partners, LLC | 4,231 | $341.7K | 0.03% | −436−9.3% | Reduced |
| Delta Asset Management LLC | 4,325 | $349.3K | 0.03% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 4,340 | $350.5K | 0.00% | +1,663+62.1% | Added |
| Kestra Private Wealth Services, LLC | 4,419 | $356.9K | 0.01% | +4,419 | New |
| Applied Finance Capital Management, LLC | 4,428 | $357.6K | 0.02% | −181−3.9% | Reduced |
| Cobblestone Capital Advisors LLC | 4,436 | $358.3K | 0.02% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 4,437 | $358.3K | 0.03% | +4,437 | New |
| Newport Capital Group, LLC | 4,444 | $358.9K | 0.24% | 00.0% | Unchanged |
| Alps Advisors Inc | 4,453 | $359.6K | 0.00% | +54+1.2% | Added |
| Coastline Trust Co | 4,470 | $361.0K | 0.04% | 00.0% | Unchanged |
| NDVR, Inc. | 4,526 | $365.5K | 0.34% | +145+3.3% | Added |
| Brooks, Moore & Associates, Inc. | 5,098 | $366.1K | 0.20% | −100−1.9% | Reduced |
| Allworth Financial LP | 4,550 | $367.4K | 0.00% | +2,322+104.2% | Added |
| Ballentine Partners, LLC | 4,551 | $367.5K | 0.01% | −1,519−25.0% | Reduced |
| Tripletail Wealth Management, LLC | 5,302 | $367.6K | 0.52% | +5,302 | New |
| Eqis Capital Management, Inc. | 4,593 | $370.9K | 0.03% | −372−7.5% | Reduced |
| Everence Capital Management Inc | 4,670 | $377.0K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 4,670 | $377.1K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 4,705 | $380.0K | 0.00% | +1,125+31.4% | Added |
| Seeds Investor LLC | 4,717 | $380.9K | 0.09% | −194−4.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 4,718 | $381.0K | 0.04% | +60+1.3% | Added |
| Arkadios Wealth Advisors | 4,746 | $383.3K | 0.01% | +4,746 | New |
| Portland Global Advisors LLC | 4,798 | $387.5K | 0.05% | +75+1.6% | Added |
| FJ Capital Management LLC | 4,799 | $387.6K | 0.04% | +4,799 | New |
| SageView Advisory Group, LLC | 4,949 | $396.3K | 0.01% | +172+3.6% | Added |
| AlTi Global, Inc. | 4,916 | $396.9K | 0.01% | 00.0% | Unchanged |
| Farringdon Capital, Ltd. | 4,918 | $397.2K | 0.13% | +4,918 | New |
| Caitlin John, LLC | 5,084 | $410.6K | 0.37% | −556−9.9% | Reduced |
| Quantessence Capital LLC | 5,093 | $411.3K | 0.12% | +5,093 | New |
| Pallas Capital Advisors LLC | 5,209 | $420.7K | 0.02% | +58+1.1% | Added |
| Cambria Investment Management, L.P. | 5,365 | $433.3K | 0.03% | −149−2.7% | Reduced |
| Boothbay Fund Management, LLC | 5,400 | $436.1K | 0.01% | +1,153+27.1% | Added |
| Tower Research Capital LLC (TRC) | 5,434 | $438.9K | 0.01% | −3,513−39.3% | Reduced |
| GWM Advisors LLC | 5,440 | $439.4K | 0.00% | +124+2.3% | Added |
| Blair William & Co | 5,539 | $447.3K | 0.00% | +531+10.6% | Added |
| Fountainhead AM, LLC | 5,548 | $448.0K | 0.07% | +566+11.4% | Added |
| Quent Capital, LLC | 5,572 | $450.0K | 0.04% | −870−13.5% | Reduced |
| Longfellow Investment Management Co LLC | 5,576 | $450.3K | 0.11% | 00.0% | Unchanged |
| Genus Capital Management Inc. | 5,595 | $451.9K | 0.06% | 00.0% | Unchanged |
| TD Capital Management LLC | 5,657 | $456.9K | 0.04% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 5,681 | $457.1K | 0.00% | +2,501+78.6% | Added |