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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
Smartleaf Asset Management LLC3,612$290.6K0.03%−636−15.0%Reduced
Welch & Forbes LLC3,572$288.5K0.00%−15−0.4%Reduced
Valeo Financial Advisors, LLC3,562$287.7K0.01%−8−0.2%Reduced
Spinnaker Trust3,515$283.9K0.02%00.0%Unchanged
Manchester Capital Management LLC3,507$283.2K0.04%+2,477+240.5%Added
Clearstead Advisors, LLC3,493$282.1K0.00%+266+8.2%Added
Hanson & Doremus Investment Management3,480$281.0K0.04%00.0%Unchanged
Challenger Wealth Management3,475$280.7K0.19%+3+0.1%Added
Simplex Trading, LLC3,462$279.0K0.01%−1,270−26.8%Reduced
Sage Rhino Capital LLC3,424$276.5K0.06%−49−1.4%Reduced
Brown Miller Wealth Management, LLC3,399$274.5K0.09%+3,399New
Axxcess Wealth Management, LLC3,399$274.5K0.01%+3,399New
Syon Capital LLC3,391$273.9K0.02%+3,391New
Brighton Jones LLC3,369$272.1K0.01%+83+2.5%Added
Diversified Trust Co3,362$271.5K0.01%−15,908−82.6%Reduced
Catalytic Wealth RIA, LLC3,357$271.1K0.02%+3,357New
LaSalle St. Investment Advisors, LLC3,362$271.0K0.07%+3,362New
Geneos Wealth Management Inc.3,352$270.7K0.01%−148−4.2%Reduced
Elyxium Wealth, LLC3,344$270.1K0.10%+39+1.2%Added
Resources Investment Advisors, LLC.3,343$270.0K0.00%−313−8.6%Reduced
Two Sigma Securities, LLC3,331$269.0K0.03%+3,331New
KPP Advisory Services LLC3,319$268.0K0.04%00.0%Unchanged
StoneX Group Inc.3,305$266.9K0.01%−1,564−32.1%Reduced
GPS Wealth Strategies Group, LLC3,301$266.6K0.03%−434−11.6%Reduced
Capital Square, LLC3,328$266.4K0.14%00.0%Unchanged
Eastern Bank3,298$266.3K0.01%−504−13.3%Reduced
Wellington Management Group LLP3,282$265.1K0.00%00.0%Unchanged
Nichols & Pratt Advisers LLP3,270$264.1K0.02%00.0%Unchanged
Baron Wealth Management LLC3,269$264.0K0.09%−823−20.1%Reduced
Jacobi Capital Management LLC3,261$263.4K0.02%00.0%Unchanged
Ronald Blue Trust, Inc.3,254$262.8K0.00%−127−3.8%Reduced
Profund Advisors LLC3,229$260.8K0.01%−327−9.2%Reduced
Flagship Harbor Advisors, LLC3,211$259.3K0.01%−2−0.1%Reduced
Bank & Trust Co3,202$258.6K0.20%+213+7.1%Added
Strategy Asset Managers LLC3,191$257.7K0.05%+3,191New
Vicus Capital3,130$252.8K0.02%+3,130New
Farther Finance Advisors, LLC3,105$250.7K0.01%−350−10.1%Reduced
Sequoia Financial Advisors, LLC3,056$246.8K0.00%+401+15.1%Added
Kingsman Wealth Management, Inc.3,016$243.5K0.15%−4,134−57.8%Reduced
NewEdge Wealth, LLC3,551$243.4K0.00%−62−1.7%Reduced
Parallel Advisors, LLC3,009$243.0K0.00%−46−1.5%Reduced
KKM Financial LLC3,000$242.3K0.08%00.0%Unchanged
Perigon Wealth Management, LLC2,987$241.2K0.01%+198+7.1%Added
Armis Advisers, LLC3,000$240.1K0.02%+3,000New
Robertson Stephens Wealth Management, LLC2,954$238.5K0.01%−202−6.4%Reduced
Sage Capital Management, LLC2,953$238.4K0.11%+16+0.5%Added
Fragasso Group Inc.2,952$238.4K0.02%+15+0.5%Added
Midwest Trust Co2,935$237.0K0.00%+2,935New
Aaron Wealth Advisors2,897$234.0K0.02%−115−3.8%Reduced
Inscription Capital, LLC2,857$230.7K0.03%+2,857New
Toth Financial Advisory Corp2,840$229.4K0.03%−80−2.7%Reduced
MJP Associates Inc2,827$228.3K0.03%+26+0.9%Added
Advisor OS, LLC2,827$228.3K0.02%+26+0.9%Added
PFG Investments, LLC2,824$228.1K0.01%−140−4.7%Reduced
Beacon Pointe Advisors, LLC2,819$227.7K0.00%−191−6.3%Reduced
Choate Investment Advisors2,811$227.0K0.00%−10−0.4%Reduced
Rafferty Asset Management, LLC2,803$226.4K0.00%−14−0.5%Reduced
Sterling Investment Counsel, LLC2,734$220.8K0.13%−210−7.1%Reduced
West Branch Capital LLC2,709$218.8K0.06%00.0%Unchanged
Blueshift Asset Management, LLC2,706$218.5K0.07%+2,706New
Fidelis Capital Partners, LLC3,090$217.8K0.02%+18+0.6%Added
Leigh Baldwin & Co., LLC2,690$217.2K0.14%−105−3.8%Reduced
Wealthspire Advisors, LLC2,682$216.6K0.00%+2,682New
Versant Capital Management, Inc2,679$216.4K0.03%+139+5.5%Added
Haven Private, LLC2,671$215.7K0.10%+2,671New
Fifth Third Bancorp2,660$214.8K0.00%−898−25.2%Reduced
Private Trust Co NA2,657$214.6K0.02%−100−3.6%Reduced
Ariadne Wealth Management, LP2,985$213.3K0.10%−121−3.9%Reduced
Proficio Capital Partners LLC2,578$208.2K0.01%+33+1.3%Added
MAI Capital Management2,570$207.6K0.00%+614+31.4%Added
Paragon Capital Management Ltd2,569$207.5K0.04%−2,669−51.0%Reduced
Astoria Portfolio Advisors LLC.2,590$207.2K0.06%−10.0%Reduced
Carl P. Sherr & Co., LLC2,560$206.7K0.10%00.0%Unchanged
Northwestern Mutual Wealth Management Co2,557$206.5K0.00%+493+23.9%Added
HighPoint Advisor Group LLC2,545$205.5K0.01%−119−4.5%Reduced
IFP Advisors, Inc1,285$205.1K0.01%+74+6.1%Added
SRS Capital Advisors, Inc.2,529$204.2K0.01%−7−0.3%Reduced
Beaton Management Co. Inc.2,500$202.0K0.10%00.0%Unchanged
Skyline Advisors, Inc.2,500$201.9K0.07%00.0%Unchanged
Quarry LP2,362$190.8K0.04%+468+24.7%Added
J.Safra Asset Management Corp2,340$189.0K0.01%+2,340New
Curat Global, LLC2,195$177.3K0.17%00.0%Unchanged
GeoWealth Management, LLC2,158$174.3K0.01%−398−15.6%Reduced
Nomura Asset Management Co Ltd2,080$168.0K0.00%00.0%Unchanged
BNP PARIBAS ASSET MANAGEMENT Holding S.A.1,958$158.0K0.00%+1,958New
New England Capital Financial Advisors LLC1,904$153.8K0.07%00.0%Unchanged
Ossiam1,869$150.9K0.00%−572−23.4%Reduced
EverSource Wealth Advisors, LLC1,851$149.5K0.01%+1,132+157.4%Added
Principal Securities, Inc.1,742$140.7K0.00%+189+12.2%Added
Richardson Financial Services Inc.1,690$138.7K0.09%−30−1.7%Reduced
Canada Pension Plan Investment Board1,700$137.3K0.00%00.0%Unchanged
Addison Advisors LLC1,662$134.2K0.03%+71+4.5%Added
Walleye Capital LLC1,558$125.8K0.00%−13,596−89.7%Reduced
Capital Analysts, LLC1,484$120.0K0.00%+8+0.5%Added
Thurston, Springer, Miller, Herd & Titak, Inc.1,465$118.3K0.02%+183+14.3%Added
Covestor Ltd1,424$115.0K0.07%−3−0.2%Reduced
WPG Advisers, LLC1,329$107.3K0.09%+366+38.0%Added
Whittier Trust Co of Nevada Inc1,172$94.7K0.00%00.0%Unchanged
Walleye Trading LLC1,158$93.5K0.00%+1,158New
Proffitt & Goodson Inc1,156$93.4K0.01%−630−35.3%Reduced