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 |
|---|---|---|---|---|---|
| Skopos Labs, Inc. | 6,475 | $522.9K | 0.07% | +583+9.9% | Added |
| Brown Advisory Inc | 6,445 | $520.5K | 0.00% | +753+13.2% | Added |
| J.W. Cole Advisors, Inc. | 6,404 | $517.2K | 0.01% | +485+8.2% | Added |
| Forum Financial Management, LP | 6,394 | $516.4K | 0.01% | +98+1.6% | Added |
| Atomi Financial Group, Inc. | 6,343 | $512.3K | 0.02% | +594+10.3% | Added |
| Regions Financial Corp | 6,328 | $511.0K | 0.00% | 00.0% | Unchanged |
| Roof Eidam & Maycock | 6,323 | $510.6K | 0.13% | +83+1.3% | Added |
| Csenge Advisory Group | 6,248 | $510.5K | 0.03% | −216−3.3% | Reduced |
| TownSquare Capital, LLC | 6,301 | $508.9K | 0.05% | −18,480−74.6% | Reduced |
| Aviva PLC | 6,281 | $507.3K | 0.00% | +6,281 | New |
| Dorsey & Whitney Trust CO LLC | 6,234 | $503.5K | 0.03% | −792−11.3% | Reduced |
| Quadrant Capital Group LLC | 6,209 | $501.4K | 0.02% | +140+2.3% | Added |
| 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 |
| 111 Capital | 6,160 | $497.5K | 0.09% | −13,887−69.3% | Reduced |
| J. W. Coons Advisors, LLC | 6,134 | $495.4K | 0.11% | −155−2.5% | Reduced |
| MBM Wealth Consultants, LLC | 6,108 | $493.3K | 0.13% | +44+0.7% | Added |
| Chicago Partners Investment Group LLC | 6,110 | $493.3K | 0.01% | +330+5.7% | Added |
| SummitTX Capital, L.P. | 6,013 | $485.6K | 0.02% | +1,054+21.3% | Added |
| Capstone Investment Advisors, LLC | 6,011 | $485.4K | 0.00% | +6,011 | New |
| CIBC Asset Management Inc | 5,993 | $484.0K | 0.00% | 00.0% | Unchanged |
| Plancorp, LLC | 5,979 | $482.9K | 0.02% | +69+1.2% | Added |
| Great Lakes Advisors, LLC | 5,936 | $479.4K | 0.00% | −395−6.2% | Reduced |
| Investors Asset Management of Georgia Inc | 5,930 | $478.9K | 0.22% | +4+0.1% | Added |
| Glenview Trust Co | 5,863 | $473.5K | 0.01% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 5,862 | $473.4K | 0.23% | −303−4.9% | Reduced |
| Aries Wealth Management | 5,846 | $472.1K | 0.12% | 00.0% | Unchanged |
| GWN Securities Inc. | 5,820 | $471.9K | 0.09% | +2,860+96.6% | Added |
| IHT Wealth Management, LLC | 5,831 | $470.9K | 0.01% | −164−2.7% | Reduced |
| Shelton Capital Management | 5,828 | $470.7K | 0.01% | −205−3.4% | Reduced |
| Advisors Asset Management, Inc. | 5,807 | $469.0K | 0.01% | +78+1.4% | Added |
| Net Worth Advisory Group | 5,790 | $467.6K | 0.10% | +307+5.6% | Added |
| Lido Advisors, LLC | 5,767 | $465.8K | 0.00% | −80−1.4% | Reduced |
| Lion Street Advisors, LLC | 5,751 | $464.5K | 0.14% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 5,719 | $461.9K | 0.04% | +257+4.7% | Added |
| Fifth Third Wealth Advisors LLC | 5,719 | $461.9K | 0.02% | +15+0.3% | Added |
| Jones Financial Companies LLLP | 5,681 | $457.1K | 0.00% | +2,501+78.6% | Added |
| TD Capital Management LLC | 5,657 | $456.9K | 0.04% | 00.0% | Unchanged |
| Genus Capital Management Inc. | 5,595 | $451.9K | 0.06% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 5,576 | $450.3K | 0.11% | 00.0% | Unchanged |
| Quent Capital, LLC | 5,572 | $450.0K | 0.04% | −870−13.5% | Reduced |
| Fountainhead AM, LLC | 5,548 | $448.0K | 0.07% | +566+11.4% | Added |
| Blair William & Co | 5,539 | $447.3K | 0.00% | +531+10.6% | Added |
| GWM Advisors LLC | 5,440 | $439.4K | 0.00% | +124+2.3% | Added |
| Tower Research Capital LLC (TRC) | 5,434 | $438.9K | 0.01% | −3,513−39.3% | Reduced |
| Boothbay Fund Management, LLC | 5,400 | $436.1K | 0.01% | +1,153+27.1% | Added |
| Cambria Investment Management, L.P. | 5,365 | $433.3K | 0.03% | −149−2.7% | Reduced |
| Pallas Capital Advisors LLC | 5,209 | $420.7K | 0.02% | +58+1.1% | Added |
| Quantessence Capital LLC | 5,093 | $411.3K | 0.12% | +5,093 | New |
| Caitlin John, LLC | 5,084 | $410.6K | 0.37% | −556−9.9% | Reduced |
| Farringdon Capital, Ltd. | 4,918 | $397.2K | 0.13% | +4,918 | New |
| AlTi Global, Inc. | 4,916 | $396.9K | 0.01% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 4,949 | $396.3K | 0.01% | +172+3.6% | Added |
| FJ Capital Management LLC | 4,799 | $387.6K | 0.04% | +4,799 | New |
| Portland Global Advisors LLC | 4,798 | $387.5K | 0.05% | +75+1.6% | Added |
| Arkadios Wealth Advisors | 4,746 | $383.3K | 0.01% | +4,746 | New |
| Patriot Financial Group Insurance Agency, LLC | 4,718 | $381.0K | 0.04% | +60+1.3% | Added |
| Seeds Investor LLC | 4,717 | $380.9K | 0.09% | −194−4.0% | Reduced |
| CIBC Private Wealth Group, LLC | 4,705 | $380.0K | 0.00% | +1,125+31.4% | Added |
| Brown Brothers Harriman & Co | 4,670 | $377.1K | 0.00% | 00.0% | Unchanged |
| Everence Capital Management Inc | 4,670 | $377.0K | 0.02% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 4,593 | $370.9K | 0.03% | −372−7.5% | Reduced |
| Tripletail Wealth Management, LLC | 5,302 | $367.6K | 0.52% | +5,302 | New |
| Ballentine Partners, LLC | 4,551 | $367.5K | 0.01% | −1,519−25.0% | Reduced |
| Allworth Financial LP | 4,550 | $367.4K | 0.00% | +2,322+104.2% | Added |
| Brooks, Moore & Associates, Inc. | 5,098 | $366.1K | 0.20% | −100−1.9% | Reduced |
| NDVR, Inc. | 4,526 | $365.5K | 0.34% | +145+3.3% | Added |
| Coastline Trust Co | 4,470 | $361.0K | 0.04% | 00.0% | Unchanged |
| Alps Advisors Inc | 4,453 | $359.6K | 0.00% | +54+1.2% | Added |
| Newport Capital Group, LLC | 4,444 | $358.9K | 0.24% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 4,437 | $358.3K | 0.03% | +4,437 | New |
| Cobblestone Capital Advisors LLC | 4,436 | $358.3K | 0.02% | 00.0% | Unchanged |
| Applied Finance Capital Management, LLC | 4,428 | $357.6K | 0.02% | −181−3.9% | Reduced |
| Kestra Private Wealth Services, LLC | 4,419 | $356.9K | 0.01% | +4,419 | New |
| Swiss Life Asset Management Ltd | 4,340 | $350.5K | 0.00% | +1,663+62.1% | Added |
| Delta Asset Management LLC | 4,325 | $349.3K | 0.03% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 4,231 | $341.7K | 0.03% | −436−9.3% | Reduced |
| Beacon Financial Group | 4,217 | $340.5K | 0.04% | −60−1.4% | Reduced |
| Wetzel Investment Advisors, Inc. | 4,190 | $338.4K | 0.15% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 4,161 | $336.1K | 0.00% | +359+9.4% | Added |
| Laurion Capital Management LP | 4,145 | $334.8K | 0.04% | +4,145 | New |
| KBC Group NV | 4,132 | $334.0K | 0.00% | −2,809−40.5% | Reduced |
| Magnetar Financial LLC | 4,077 | $329.3K | 0.00% | −2,661−39.5% | Reduced |
| Mather Group, LLC. | 4,059 | $327.8K | 0.00% | −662−14.0% | Reduced |
| F/M Investments LLC | 4,044 | $326.6K | 0.01% | +4,044 | New |
| Clarius Group, LLC | 4,041 | $326.4K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 4,016 | $324.3K | 0.01% | +168+4.4% | Added |
| Norden Group LLC | 4,007 | $323.6K | 0.04% | −5,886−59.5% | Reduced |
| Schulhoff & Co Inc | 4,000 | $323.0K | 0.14% | 00.0% | Unchanged |
| Arnhold LLC | 4,000 | $323.0K | 0.03% | 00.0% | Unchanged |
| Versor Investments LP | 3,986 | $321.9K | 0.06% | −6,400−61.6% | Reduced |
| Paulson Wealth Management Inc. | 3,980 | $321.4K | 0.08% | +69+1.8% | Added |
| Apollon Wealth Management, LLC | 3,910 | $315.8K | 0.01% | +11+0.3% | Added |
| Catalyst Funds Management Pty Ltd | 3,900 | $315.0K | 0.09% | +3,900 | New |
| Prudential PLC | 3,873 | $312.8K | 0.00% | +3,873 | New |
| EP Wealth Advisors, LLC | 3,865 | $312.1K | 0.00% | +365+10.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 3,847 | $310.7K | 0.02% | −90−2.3% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 3,800 | $306.9K | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 3,791 | $306.2K | 0.01% | 00.0% | Unchanged |
| Sigma Planning Corp | 3,686 | $297.7K | 0.01% | +177+5.0% | Added |