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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, Q3 2025

Institutional positions in Unum Group as of Sep 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
674
−51 vs. Q2 2025
Shares held
133.2M
−4.82M (−3.5%) vs. Q2 2025
Total value
$10.4B
−$786.1M (−7.1%) vs. Q2 2025
New holders
55
208 more added
Sold out
106
303 more reduced

11 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2025: 674 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 heldQ3 2025: $10.4B
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, Q3 2025

Shares, value and share of portfolio for each institution holding Unum Group; share changes are against Q2 2025.

Institutions holding UNM in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Tortoise Investment Management, LLC1$780.00%−22−95.7%Reduced
MV Capital Management, Inc.1$780.00%−2−66.7%Reduced
TFC Financial Management1$780.00%00.0%Unchanged
Quaker Wealth Management, LLC2$1560.00%−3−60.0%Reduced
Seneschal Advisors, LLC3$2340.00%+3New
DecisionPoint Financial, LLC3$2350.00%00.0%Unchanged
Highline Wealth Partners LLC4$3110.00%00.0%Unchanged
Palisade Asset Management, LLC7$5450.00%+7New
Hughes Financial Services, LLC9$6960.00%−21−70.0%Reduced
Caitong International Asset Management Co., Ltd9$7000.00%−153−94.4%Reduced
Cromwell Holdings LLC10$7780.00%−15−60.0%Reduced
NBC Securities, Inc.11$8550.00%+11New
Principia Wealth Advisory, LLC11$8560.00%−3−21.4%Reduced
HFM Investment Advisors, LLC11$8560.00%−3−21.4%Reduced
Bay Harbor Wealth Management, LLC12$9330.00%+1+9.1%Added
Valued Wealth Advisors LLC12$9520.00%+1+9.1%Added
Avion Wealth13$1.00K0.00%−7−35.0%Reduced
Huntington National Bank13$1.01K0.00%00.0%Unchanged
Rialto Wealth Management, LLC13$1.01K0.00%−3−18.8%Reduced
IMG Wealth Management, Inc.14$1.09K0.00%+14New
Kayne Anderson Rudnick Investment Management LLC18$1.42K0.00%00.0%Unchanged
Winch Advisory Services, LLC18$1.42K0.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.23$1.80K0.00%00.0%Unchanged
Atlantic Private Wealth, LLC23$1.82K0.00%00.0%Unchanged
ZRC Wealth Management, LLC24$1.87K0.00%+24New
Cloud Capital Management, LLC35$2.00K0.00%+35New
Clean Yield Group26$2.02K0.00%00.0%Unchanged
Retirement Wealth Solutions LLC28$2.18K0.00%+28New
Financial Management Professionals, Inc.29$2.26K0.00%00.0%Unchanged
South State Corp.30$2.33K0.00%−7−18.9%Reduced
Turning Point Benefit Group, Inc.32$2.50K0.00%+32New
Bruce G. Allen Investments, LLC38$2.96K0.00%00.0%Unchanged
Spire Wealth Management39$3.03K0.00%−3−7.1%Reduced
High Note Wealth, LLC40$3.11K0.00%−38−48.7%Reduced
SOA Wealth Advisors, LLC.43$3.34K0.00%00.0%Unchanged
Reyes Financial Architecture, Inc.47$3.66K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.53$3.70K0.00%−2−3.6%Reduced
LRI Investments, LLC58$4.51K0.00%00.0%Unchanged
Sachetta, LLC61$4.75K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC63$4.92K0.00%−6−8.7%Reduced
Key Financial Inc64$5.01K0.00%00.0%Unchanged
UMA Financial Services, Inc.65$5.06K0.00%00.0%Unchanged
Wall Street Access Asset Management, LLC67$5.21K0.00%+67New
Dogwood Wealth Management LLC75$5.83K0.00%−48−39.0%Reduced
Rakuten Securities, Inc.77$5.99K0.00%+26+51.0%Added
Ogorek Anthony Joseph86$6.00K0.00%−15−14.9%Reduced
Capital Advisors, Ltd. LLC77$6.00K0.00%00.0%Unchanged
Gen-Wealth Partners Inc85$6.61K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.86$6.69K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.87$6.70K0.00%+87New
Optiver Holding B.V.99$7.70K0.00%+94+1,880.0%Added
Pingora Partners LLC100$7.78K0.01%00.0%Unchanged
Main Street Group, LTD101$7.86K0.00%+101New
Salomon & Ludwin, LLC99$7.86K0.00%+99New
Atlantic Trust, LLC104$8.09K0.00%−14−11.9%Reduced
Fortitude Family Office, LLC122$9.49K0.00%00.0%Unchanged
Newton One Investments LLC137$10.7K0.00%+1+0.7%Added
Kozak & Associates, Inc.141$10.7K0.00%+2+1.4%Added
Farmers & Merchants Investments Inc140$10.9K0.00%00.0%Unchanged
GoalVest Advisory LLC140$10.9K0.00%00.0%Unchanged
Hopwood Financial Services, Inc.150$11.7K0.01%00.0%Unchanged
Grove Bank & Trust153$11.9K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc167$13.0K0.00%00.0%Unchanged
Asset Dedication, LLC170$13.2K0.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC179$13.9K0.00%00.0%Unchanged
Rossby Financial, LCC182$14.2K0.00%+22+13.8%Added
Bullock Wealth Management Group205$16.0K0.01%−132−39.2%Reduced
JFS Wealth Advisors, LLC215$16.7K0.00%00.0%Unchanged
Coston, McIsaac & Partners224$17.0K0.00%00.0%Unchanged
Bell Investment Advisors, Inc229$17.8K0.00%−123−34.9%Reduced
Hollencrest Capital Management240$18.7K0.00%+2+0.8%Added
Evolution Wealth Management Inc.241$18.7K0.02%00.0%Unchanged
Binnacle Investments Inc242$18.8K0.01%+34+16.3%Added
Massmutual Trust Co FSB242$18.8K0.00%−86−26.2%Reduced
Hillsdale Investment Management Inc.250$19.4K0.00%−12,000−98.0%Reduced
Private Wealth Management Group, LLC256$19.9K0.01%00.0%Unchanged
Kerr Financial Planning Corp278$21.2K0.03%+278New
Wealth Preservation Advisors, LLC287$22.3K0.01%00.0%Unchanged
TD Private Client Wealth LLC324$25.2K0.00%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC326$25.4K0.01%−211−39.3%Reduced
Whittier Trust Co324$25.7K0.00%+136+72.3%Added
Rise Advisors, LLC333$25.9K0.01%−5−1.5%Reduced
WealthCollab, LLC370$28.8K0.01%00.0%Unchanged
Legacy Wealth Managment, LLC370$28.8K0.01%00.0%Unchanged
Heritage Wealth Advisors387$30.1K0.00%00.0%Unchanged
Barrett & Company, Inc.396$30.8K0.01%00.0%Unchanged
Deseret Mutual Benefit Administrators396$30.8K0.01%00.0%Unchanged
Atwood & Palmer Inc400$31.1K0.00%00.0%Unchanged
Aviso Financial Inc.406$31.6K0.00%00.0%Unchanged
Hemington Wealth Management424$32.0K0.00%−149−26.0%Reduced
Sound Income Strategies, LLC429$32.9K0.00%+3+0.7%Added
North Star Investment Management Corp.426$33.1K0.00%+1+0.2%Added
Ancora Advisors, LLC427$33.2K0.00%+339+385.2%Added
N.E.W. Advisory Services LLC427$33.2K0.00%00.0%Unchanged
McIlrath & Eck, LLC463$36.0K0.00%−92−16.6%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.478$37.2K0.00%00.0%Unchanged
Nalls Sherbakoff Group, LLC500$38.9K0.03%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC500$38.9K0.01%00.0%Unchanged
Trust Co of Vermont521$40.5K0.00%00.0%Unchanged
1620 Investment Advisors, Inc.571$44.4K0.03%−10−1.7%Reduced