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 |
|---|---|---|---|---|---|
| Fifth Third Wealth Advisors LLC | 5,719 | $461.9K | 0.02% | +15+0.3% | Added |
| Means Investment Co., Inc. | 5,719 | $461.9K | 0.04% | +257+4.7% | Added |
| Lion Street Advisors, LLC | 5,751 | $464.5K | 0.14% | 00.0% | Unchanged |
| Lido Advisors, LLC | 5,767 | $465.8K | 0.00% | −80−1.4% | Reduced |
| Net Worth Advisory Group | 5,790 | $467.6K | 0.10% | +307+5.6% | Added |
| Advisors Asset Management, Inc. | 5,807 | $469.0K | 0.01% | +78+1.4% | Added |
| Shelton Capital Management | 5,828 | $470.7K | 0.01% | −205−3.4% | Reduced |
| IHT Wealth Management, LLC | 5,831 | $470.9K | 0.01% | −164−2.7% | Reduced |
| GWN Securities Inc. | 5,820 | $471.9K | 0.09% | +2,860+96.6% | Added |
| Aries Wealth Management | 5,846 | $472.1K | 0.12% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 5,862 | $473.4K | 0.23% | −303−4.9% | Reduced |
| Glenview Trust Co | 5,863 | $473.5K | 0.01% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 5,930 | $478.9K | 0.22% | +4+0.1% | Added |
| Great Lakes Advisors, LLC | 5,936 | $479.4K | 0.00% | −395−6.2% | Reduced |
| Plancorp, LLC | 5,979 | $482.9K | 0.02% | +69+1.2% | Added |
| CIBC Asset Management Inc | 5,993 | $484.0K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 6,011 | $485.4K | 0.00% | +6,011 | New |
| SummitTX Capital, L.P. | 6,013 | $485.6K | 0.02% | +1,054+21.3% | Added |
| Chicago Partners Investment Group LLC | 6,110 | $493.3K | 0.01% | +330+5.7% | Added |
| MBM Wealth Consultants, LLC | 6,108 | $493.3K | 0.13% | +44+0.7% | Added |
| J. W. Coons Advisors, LLC | 6,134 | $495.4K | 0.11% | −155−2.5% | Reduced |
| 111 Capital | 6,160 | $497.5K | 0.09% | −13,887−69.3% | Reduced |
| Prossimo Advisors, LLC | 6,205 | $501.0K | 0.40% | −133−2.1% | Reduced |
| Wedbush Securities Inc | 6,199 | $501.0K | 0.02% | +82+1.3% | Added |
| Quadrant Capital Group LLC | 6,209 | $501.4K | 0.02% | +140+2.3% | Added |
| Dorsey & Whitney Trust CO LLC | 6,234 | $503.5K | 0.03% | −792−11.3% | Reduced |
| Aviva PLC | 6,281 | $507.3K | 0.00% | +6,281 | New |
| TownSquare Capital, LLC | 6,301 | $508.9K | 0.05% | −18,480−74.6% | Reduced |
| Csenge Advisory Group | 6,248 | $510.5K | 0.03% | −216−3.3% | Reduced |
| Roof Eidam & Maycock | 6,323 | $510.6K | 0.13% | +83+1.3% | Added |
| Regions Financial Corp | 6,328 | $511.0K | 0.00% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 6,343 | $512.3K | 0.02% | +594+10.3% | Added |
| Forum Financial Management, LP | 6,394 | $516.4K | 0.01% | +98+1.6% | Added |
| J.W. Cole Advisors, Inc. | 6,404 | $517.2K | 0.01% | +485+8.2% | Added |
| Brown Advisory Inc | 6,445 | $520.5K | 0.00% | +753+13.2% | Added |
| Skopos Labs, Inc. | 6,475 | $522.9K | 0.07% | +583+9.9% | Added |
| Patten Group, Inc. | 6,480 | $523.3K | 0.11% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6,543 | $528.4K | 0.07% | −1,142−14.9% | Reduced |
| First Horizon Advisors, Inc. | 6,587 | $532.0K | 0.01% | −500−7.1% | Reduced |
| Readystate Asset Management LP | 6,680 | $539.5K | 0.02% | +6,680 | New |
| Advisors Capital Management, LLC | 6,742 | $544.5K | 0.01% | +434+6.9% | Added |
| Callan Family Office, LLC | 6,752 | $545.3K | 0.02% | +2,048+43.5% | Added |
| Lingohr & Partner Asset Management GmbH | 6,795 | $549.0K | 1.00% | −66,583−90.7% | Reduced |
| Wealthstar Advisors, LLC | 7,049 | $569.2K | 0.21% | +1,022+17.0% | Added |
| SG Americas Securities, LLC | 7,223 | $583.0K | 0.00% | −2,705−27.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 7,462 | $602.6K | 0.02% | +1,792+31.6% | Added |
| Meeder Advisory Services, Inc. | 7,548 | $609.5K | 0.03% | −1,190−13.6% | Reduced |
| My Legacy Advisors, LLC | 7,606 | $612.1K | 0.22% | −100−1.3% | Reduced |
| RSM US Wealth Management LLC | 7,766 | $627.2K | 0.01% | +1,152+17.4% | Added |
| NorthRock Partners, LLC | 7,773 | $627.7K | 0.02% | +966+14.2% | Added |
| Campion Asset Management LLC | 7,800 | $629.9K | 0.47% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 7,852 | $634.1K | 0.02% | +20+0.3% | Added |
| BancorpSouth Bank | 7,865 | $635.2K | 0.04% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 7,886 | $636.9K | 0.03% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 7,915 | $639.2K | 0.05% | −835−9.5% | Reduced |
| Baird Financial Group, Inc. | 7,939 | $641.2K | 0.00% | +1,666+26.6% | Added |
| Jefferies Financial Group Inc. | 8,000 | $646.1K | 0.01% | −14,166−63.9% | Reduced |
| Pitcairn Co | 8,025 | $648.1K | 0.04% | −965−10.7% | Reduced |
| Sanctuary Advisors, LLC | 8,059 | $650.8K | 0.00% | −4,921−37.9% | Reduced |
| Belpointe Asset Management LLC | 8,091 | $653.4K | 0.03% | +810+11.1% | Added |
| D.A. Davidson & Co. | 8,132 | $656.8K | 0.00% | −875−9.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 8,316 | $671.6K | 0.01% | −85−1.0% | Reduced |
| Global Retirement Partners, LLC | 8,337 | $673.3K | 0.02% | +8,337 | New |
| Hanlon Investment Management, Inc. | 8,446 | $682.1K | 0.49% | +8,446 | New |
| Zacks Investment Management | 8,475 | $684.5K | 0.01% | −61,641−87.9% | Reduced |
| Maryland State Retirement & Pension System | 8,486 | $685.3K | 0.02% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 8,505 | $686.9K | 0.18% | −2,605−23.4% | Reduced |
| AE Wealth Management LLC | 8,525 | $688.5K | 0.01% | −125,457−93.6% | Reduced |
| Group One Trading, L.P. | 8,554 | $690.8K | 0.02% | +8,554 | New |
| HB Wealth Management, LLC | 8,556 | $691.0K | 0.01% | −9−0.1% | Reduced |
| Mutual Advisors, LLC | 8,681 | $701.1K | 0.02% | −467−5.1% | Reduced |
| AIA Group Ltd | 8,741 | $705.9K | 0.02% | −777−8.2% | Reduced |
| Colony Group, LLC | 8,843 | $714.1K | 0.00% | +3,613+69.1% | Added |
| Erste Asset Management GmbH | 8,900 | $716.1K | 0.01% | 00.0% | Unchanged |
| Old Port Advisors | 9,000 | $726.8K | 0.20% | −200−2.2% | Reduced |
| United Capital Financial Advisers, LLC | 9,027 | $729.0K | 0.01% | −530−5.5% | Reduced |
| Avantax Advisory Services, Inc. | 9,054 | $731.2K | 0.00% | −457−4.8% | Reduced |
| GAMMA Investing LLC | 9,057 | $731.4K | 0.05% | +223+2.5% | Added |
| Integrated Wealth Concepts LLC | 9,093 | $734.3K | 0.01% | −2,241−19.8% | Reduced |
| Utah Retirement Systems | 9,148 | $738.8K | 0.01% | −583−6.0% | Reduced |
| Aster Capital Management (DIFC) Ltd | 9,383 | $757.8K | 0.17% | +2,668+39.7% | Added |
| Old National Bancorp | 9,435 | $762.0K | 0.01% | −2,299−19.6% | Reduced |
| Pacer Advisors, Inc. | 9,455 | $763.6K | 0.00% | +3,745+65.6% | Added |
| Venture Visionary Partners LLC | 9,536 | $770.1K | 0.03% | +30.0% | Added |
| Petra Financial Advisors Inc | 9,716 | $784.7K | 0.50% | +6,464+198.8% | Added |
| Carret Asset Management, LLC | 9,832 | $794.0K | 0.08% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 9,843 | $794.9K | 0.01% | +365+3.9% | Added |
| Oppenheimer & Co Inc | 9,916 | $800.8K | 0.01% | −247−2.4% | Reduced |
| DMG Group, LLC | 9,954 | $803.9K | 0.62% | +1,679+20.3% | Added |
| Kestra Advisory Services, LLC | 10,027 | $809.8K | 0.00% | +2,260+29.1% | Added |
| Exchange Traded Concepts, LLC | 10,155 | $820.1K | 0.01% | +192+1.9% | Added |
| L2 Asset Management, LLC | 10,181 | $822.2K | 0.13% | +843+9.0% | Added |
| Greenleaf Trust | 10,307 | $832.4K | 0.01% | −572−5.3% | Reduced |
| Boxwood Ventures, Inc. | 10,412 | $840.9K | 1.09% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 10,512 | $849.0K | 0.01% | −1,955−15.7% | Reduced |
| Paradigm Financial Partners, LLC | 10,814 | $873.3K | 0.09% | −668−5.8% | Reduced |
| M&T Bank Corp | 10,828 | $874.1K | 0.00% | −895−7.6% | Reduced |
| Financial Advisory Service, Inc. | 10,948 | $884.1K | 0.07% | +57+0.5% | Added |
| Tounjian Advisory Partners, LLC | 10,874 | $885.7K | 0.17% | −144−1.3% | Reduced |
| Pinebridge Investments, L.P. | 11,010 | $889.2K | 0.01% | −13,124−54.4% | Reduced |