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 |
|---|---|---|---|---|---|
| SBI Securities Co., Ltd. | 1,130 | $91.3K | 0.00% | +120+11.9% | Added |
| CVA Family Office, LLC | 1,097 | $88.6K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,065 | $86.0K | 0.01% | −41−3.7% | Reduced |
| Hoey Investments, Inc | 1,050 | $84.8K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 1,018 | $82.2K | 0.00% | −3,960−79.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,005 | $81.2K | 0.00% | +221+28.2% | 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 |
| Harbour Investments, Inc. | 921 | $74.4K | 0.00% | +17+1.9% | Added |
| William B. Walkup & Associates, Inc. | 855 | $69.0K | 0.04% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 806 | $65.1K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 774 | $62.5K | 0.01% | 00.0% | Unchanged |
| Danske Bank A/S | 732 | $59.1K | 0.00% | −35,530−98.0% | Reduced |
| V-Square Quantitative Management LLC | 719 | $58.1K | 0.01% | −239−24.9% | Reduced |
| MCF Advisors LLC | 705 | $56.9K | 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 |
| Federation des caisses Desjardins du Quebec | 679 | $54.8K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 620 | $50.1K | 0.03% | 00.0% | Unchanged |
| St Germain D J Co Inc | 610 | $49.3K | 0.00% | +610 | New |
| Founders Capital Management | 600 | $48.5K | 0.03% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 581 | $46.9K | 0.03% | +8+1.4% | Added |
| 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 |
| McIlrath & Eck, LLC | 555 | $44.8K | 0.01% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 537 | $43.4K | 0.03% | +164+44.0% | Added |
| Trust Co of Vermont | 521 | $42.1K | 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 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 478 | $38.6K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 431 | $34.8K | 0.01% | +48+12.5% | Added |
| N.E.W. Advisory Services LLC | 427 | $34.5K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 426 | $34.4K | 0.00% | +2+0.5% | Added |
| North Star Investment Management Corp. | 425 | $34.3K | 0.00% | +2+0.5% | Added |
| Aviso Financial Inc. | 406 | $32.8K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 400 | $32.3K | 0.00% | +200+100.0% | Added |
| Barrett & Company, Inc. | 396 | $32.0K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 396 | $32.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 387 | $31.3K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 370 | $29.9K | 0.02% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 370 | $29.9K | 0.02% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 370 | $29.9K | 0.02% | +370 | New |
| Bell Investment Advisors, Inc | 352 | $28.4K | 0.00% | +36+11.4% | Added |
| Quintet Private Bank (Europe) S.A. | 350 | $28.3K | 0.00% | +350 | New |
| Harbor Capital Advisors, Inc. | 347 | $28.0K | 0.00% | +70+25.3% | Added |
| Bullock Wealth Management Group | 337 | $27.7K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 338 | $27.3K | 0.01% | +16+5.0% | Added |
| Massmutual Trust Co FSB | 328 | $26.5K | 0.00% | −96−22.6% | Reduced |
| TD Private Client Wealth LLC | 324 | $26.2K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 290 | $23.4K | 0.01% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 287 | $23.2K | 0.01% | −357−55.4% | Reduced |
| Private Wealth Management Group, LLC | 256 | $20.7K | 0.01% | −48−15.8% | Reduced |
| Evolution Wealth Management Inc. | 241 | $19.5K | 0.02% | +241 | New |
| Hollencrest Capital Management | 238 | $19.2K | 0.00% | +1+0.4% | Added |
| Whipplewood Advisors, LLC | 228 | $18.4K | 0.01% | +178+356.0% | Added |
| Essential Partners LLC | 228 | $18.4K | 0.01% | +228 | New |
| Coston, McIsaac & Partners | 224 | $18.0K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 219 | $17.7K | 0.00% | +5+2.3% | Added |
| JFS Wealth Advisors, LLC | 215 | $17.4K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 210 | $17.0K | 0.01% | +210 | New |
| Binnacle Investments Inc | 208 | $16.8K | 0.01% | +14+7.2% | Added |
| Whittier Trust Co | 188 | $15.2K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 179 | $14.5K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 170 | $13.7K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 167 | $13.5K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 162 | $13.1K | 0.01% | +24+17.4% | Added |
| Rossby Financial, LCC | 160 | $12.9K | 0.00% | −420−72.4% | Reduced |
| Grove Bank & Trust | 153 | $12.4K | 0.00% | +19+14.2% | Added |
| Hopwood Financial Services, Inc. | 150 | $12.1K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 140 | $11.3K | 0.00% | +16+12.9% | Added |
| GoalVest Advisory LLC | 140 | $11.3K | 0.00% | +140 | New |
| Kozak & Associates, Inc. | 139 | $11.0K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 136 | $11.0K | 0.00% | +1+0.7% | Added |
| Dogwood Wealth Management LLC | 123 | $9.96K | 0.00% | +123 | New |
| Fortitude Family Office, LLC | 122 | $9.85K | 0.00% | +43+54.4% | Added |
| Atlantic Trust, LLC | 118 | $9.53K | 0.00% | +2+1.7% | Added |
| Beacon Capital Management, LLC | 112 | $9.03K | 0.00% | +1+0.9% | Added |
| Bryn Mawr Trust Co | 107 | $8.64K | 0.00% | 00.0% | Unchanged |
| Pingora Partners LLC | 100 | $8.08K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 101 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 88 | $7.11K | 0.00% | +88 | New |
| Newbridge Financial Services Group, Inc. | 86 | $6.95K | 0.00% | +19+28.4% | Added |
| Gen-Wealth Partners Inc | 85 | $6.87K | 0.00% | +28+49.1% | Added |
| Raiffeisen Bank International AG | 78 | $6.30K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 78 | $6.30K | 0.00% | +16+25.8% | Added |
| Park Square Financial Group, LLC | 75 | $6.06K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 77 | $6.00K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 69 | $5.59K | 0.00% | +9+15.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 79 | $5.56K | 0.00% | +79 | New |
| UMA Financial Services, Inc. | 65 | $5.25K | 0.00% | +55+550.0% | Added |
| Key Financial Inc | 64 | $5.17K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 61 | $4.93K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 58 | $4.68K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 55 | $4.44K | 0.00% | +2+3.8% | Added |
| Mount Yale Investment Advisors, LLC | 52 | $4.20K | 0.00% | +52 | New |
| Rakuten Securities, Inc. | 51 | $4.12K | 0.00% | −24−32.0% | Reduced |
| Reyes Financial Architecture, Inc. | 47 | $3.80K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 43 | $3.45K | 0.00% | −153−78.1% | Reduced |
| Spire Wealth Management | 42 | $3.39K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 38 | $3.07K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 37 | $2.99K | 0.00% | −7−15.9% | Reduced |