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 |
|---|---|---|---|---|---|
| Logan Capital Management Inc | 36 | $2.87K | 0.00% | +1+2.9% | Added |
| Capital A Wealth Management, LLC | 63 | $2.85K | 0.03% | +63 | New |
| AdvisorNet Financial, Inc | 33 | $2.67K | 0.00% | +6+22.2% | Added |
| ORG Partners LLC | 29 | $2.38K | 0.00% | +29 | New |
| Financial Management Professionals, Inc. | 29 | $2.34K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 27 | $2.20K | 0.00% | +27 | New |
| Hughes Financial Services, LLC | 30 | $2.12K | 0.00% | +21+233.3% | Added |
| Clean Yield Group | 26 | $2.10K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 25 | $2.02K | 0.00% | +16+177.8% | Added |
| SJS Investment Consulting Inc. | 24 | $1.94K | 0.00% | −18−42.9% | Reduced |
| Atlantic Private Wealth, LLC | 23 | $1.89K | 0.00% | +23 | New |
| DHJJ Financial Advisors, Ltd. | 23 | $1.86K | 0.00% | +23 | New |
| Tortoise Investment Management, LLC | 23 | $1.86K | 0.00% | +23 | New |
| Sierra Ocean, LLC | 21 | $1.70K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 21 | $1.67K | 0.00% | +21 | New |
| Kayne Anderson Rudnick Investment Management LLC | 18 | $1.47K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 18 | $1.47K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 19 | $1.33K | 0.00% | +13+216.7% | Added |
| Rialto Wealth Management, LLC | 16 | $1.29K | 0.00% | +1+6.7% | Added |
| Garde Capital, Inc. | 15 | $1.21K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 14 | $1.13K | 0.00% | +3+27.3% | Added |
| HFM Investment Advisors, LLC | 14 | $1.13K | 0.00% | +7+100.0% | Added |
| Huntington National Bank | 13 | $1.05K | 0.00% | −387−96.8% | Reduced |
| Avion Wealth | 20 | $1.00K | 0.00% | −4−16.7% | Reduced |
| Parkworth Wealth Management, Inc. | 12 | $969 | 0.00% | +4+50.0% | Added |
| Valued Wealth Advisors LLC | 11 | $902 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 11 | $888 | 0.00% | +5+83.3% | Added |
| Stephens Consulting, LLC | 7 | $566 | 0.00% | +7 | New |
| Bogart Wealth, LLC | 6 | $485 | 0.00% | +6 | New |
| Optiver Holding B.V. | 5 | $404 | 0.00% | −328−98.5% | Reduced |
| Quaker Wealth Management, LLC | 5 | $404 | 0.00% | +5 | New |
| American Capital Advisory, LLC | 4 | $324 | 0.00% | +1+33.3% | Added |
| Highline Wealth Partners LLC | 4 | $323 | 0.00% | −2−33.3% | Reduced |
| DecisionPoint Financial, LLC | 3 | $247 | 0.00% | +3 | New |
| MV Capital Management, Inc. | 3 | $243 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $81 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Teewinot Capital Advisers, L.L.C. | 0 | $0 | 0.00% | −722,815−100.0% | Sold out |
| Junto Capital Management LP | 0 | $0 | 0.00% | −319,245−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −192,237−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −181,605−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −178,079−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −136,714−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −108,444−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −68,100−100.0% | Sold out |
| Alaska Permanent Fund Corp | 0 | $0 | 0.00% | −70,058−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −65,146−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −48,229−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −40,697−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −35,529−100.0% | Sold out |
| Mubadala Investment Co PJSC | 0 | $0 | 0.00% | −32,101−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −30,393−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −29,328−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −25,446−100.0% | Sold out |
| VestGen Advisors, LLC | 0 | $0 | 0.00% | −24,151−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −23,551−100.0% | Sold out |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −17,302−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −16,392−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −15,764−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −12,817−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −12,074−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −10,707−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −10,235−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −9,801−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −7,045−100.0% | Sold out |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −6,354−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −6,329−100.0% | Sold out |
| Sharpepoint LLC | 0 | $0 | 0.00% | −5,501−100.0% | Sold out |
| Flossbach Von Storch AG | 0 | $0 | 0.00% | −5,325−100.0% | Sold out |
| Centennial Wealth Advisory LLC | 0 | $0 | 0.00% | −4,694−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −4,373−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −4,359−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −4,087−100.0% | Sold out |
| LifeWealth Investments, LLC | 0 | $0 | 0.00% | −3,861−100.0% | Sold out |
| denkapparat Operations GmbH | 0 | $0 | 0.00% | −3,490−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −3,445−100.0% | Sold out |
| Montag A & Associates Inc | 0 | $0 | 0.00% | −3,410−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −3,268−100.0% | Sold out |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −3,247−100.0% | Sold out |
| Brookstone Capital Management | 0 | $0 | 0.00% | −3,170−100.0% | Sold out |
| International Private Wealth Advisors LLC | 0 | $0 | 0.00% | −3,099−100.0% | Sold out |
| Financial Counselors Inc | 0 | $0 | 0.00% | −3,054−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −2,867−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −2,820−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −2,539−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −2,731−100.0% | Sold out |
| Kathmere Capital Management, LLC | 0 | $0 | 0.00% | −2,496−100.0% | Sold out |
| Retirement Guys Formula LLC | 0 | $0 | 0.00% | −2,495−100.0% | Sold out |
| Modern Wealth Management, LLC | 0 | $0 | 0.00% | −2,494−100.0% | Sold out |
| Simon Quick Advisors, LLC | 0 | $0 | 0.00% | −2,486−100.0% | Sold out |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −2,348−100.0% | Sold out |
| Cranbrook Wealth Management, LLC | 0 | $0 | 0.00% | −1,082−100.0% | Sold out |
| Wayfinding Financial, LLC | 0 | $0 | 0.00% | −604−100.0% | Sold out |
| Laurel Wealth Advisors LLC | 0 | $0 | 0.00% | −325−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −131−100.0% | Sold out |
| Atala Financial Inc | 0 | $0 | 0.00% | −124−100.0% | Sold out |
| Greenline Partners, LLC | 0 | $0 | 0.00% | −118−100.0% | Sold out |
| Colonial Trust Co | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| MPWM Advisory Solutions, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |