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.
| 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, Q3 2025
Shares, value and share of portfolio for each institution holding Unum Group; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| True Wealth Design, LLC | 587 | $45.7K | 0.01% | +156+36.2% | Added |
| SJS Investment Consulting Inc. | 588 | $45.7K | 0.01% | +564+2,350.0% | Added |
| Danske Bank A/S | 600 | $46.7K | 0.00% | −132−18.0% | Reduced |
| Founders Capital Management | 600 | $46.7K | 0.02% | 00.0% | Unchanged |
| St Germain D J Co Inc | 610 | $47.4K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 620 | $48.2K | 0.03% | 00.0% | Unchanged |
| MCF Advisors LLC | 705 | $54.8K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 728 | $56.6K | 0.01% | +728 | New |
| Pathway Financial Advisers, LLC | 769 | $59.6K | 0.02% | +769 | New |
| Arlington Trust Co LLC | 774 | $60.2K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 782 | $60.8K | 0.00% | −24−3.0% | Reduced |
| Geneos Wealth Management Inc. | 829 | $64.5K | 0.00% | −2,523−75.3% | Reduced |
| William B. Walkup & Associates, Inc. | 855 | $66.5K | 0.04% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 882 | $68.6K | 0.00% | −39−4.2% | Reduced |
| Versant Capital Management, Inc | 934 | $72.6K | 0.01% | −1,745−65.1% | Reduced |
| Manchester Capital Management LLC | 968 | $75.3K | 0.01% | −2,539−72.4% | Reduced |
| Root Financial Partners, LLC | 983 | $76.5K | 0.00% | +983 | New |
| Central Trust Co | 1,000 | $77.8K | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 1,000 | $77.8K | 0.02% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,044 | $81.2K | 0.01% | +1,044 | New |
| Hoey Investments, Inc | 1,050 | $81.7K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,061 | $82.5K | 0.00% | −681−39.1% | Reduced |
| Parkside Financial Bank & Trust | 1,064 | $82.8K | 0.01% | −1−0.1% | Reduced |
| National Bank of Canada | 1,084 | $84.3K | 0.00% | +66+6.5% | Added |
| CVA Family Office, LLC | 1,090 | $84.8K | 0.01% | −7−0.6% | Reduced |
| Cornerstone Planning Group LLC | 2,422 | $89.0K | 0.01% | +2,403+12,647.4% | Added |
| Proffitt & Goodson Inc | 1,154 | $89.8K | 0.01% | −2−0.2% | Reduced |
| SBI Securities Co., Ltd. | 1,170 | $91.0K | 0.00% | +40+3.5% | Added |
| Quarry LP | 1,184 | $92.1K | 0.02% | −1,178−49.9% | Reduced |
| Hantz Financial Services, Inc. | 1,192 | $93.0K | 0.00% | +617+107.3% | Added |
| Whittier Trust Co of Nevada Inc | 1,172 | $93.1K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 1,257 | $97.8K | 0.03% | +1,029+451.3% | Added |
| WPG Advisers, LLC | 1,298 | $101.0K | 0.08% | −31−2.3% | Reduced |
| Ossiam | 1,302 | $101.3K | 0.00% | −567−30.3% | Reduced |
| Aster Capital Management (DIFC) Ltd | 1,414 | $110.0K | 0.06% | −7,969−84.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,414 | $110.0K | 0.00% | +409+40.7% | Added |
| Westfuller Advisors, LLC | 1,427 | $111.0K | 0.05% | +1,427 | New |
| Capital Analysts, LLC | 1,494 | $116.0K | 0.00% | +10+0.7% | Added |
| Covestor Ltd | 1,537 | $119.0K | 0.07% | +113+7.9% | Added |
| Richardson Financial Services Inc. | 1,545 | $120.2K | 0.07% | −145−8.6% | Reduced |
| Addison Advisors LLC | 1,640 | $127.6K | 0.03% | −22−1.3% | Reduced |
| Wealthspire Advisors, LLC | 1,852 | $144.1K | 0.00% | −830−30.9% | Reduced |
| Atlantic Union Bankshares Corp | 1,900 | $147.8K | 0.00% | +1,900 | New |
| New England Capital Financial Advisors LLC | 1,904 | $148.1K | 0.06% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,014 | $157.0K | 0.00% | +56+2.9% | Added |
| EverSource Wealth Advisors, LLC | 2,064 | $160.5K | 0.01% | +213+11.5% | Added |
| Nomura Asset Management Co Ltd | 2,080 | $161.8K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,193 | $170.6K | 0.00% | −467−17.6% | Reduced |
| Curat Global, LLC | 2,195 | $170.7K | 0.16% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 2,299 | $179.9K | 0.00% | −17,392−88.3% | Reduced |
| J.Safra Asset Management Corp | 2,340 | $182.0K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 2,559 | $199.0K | 0.02% | −281−9.9% | Reduced |
| Dorsey Wright & Associates | 2,580 | $201.0K | 0.04% | −76,122−96.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,588 | $201.3K | 0.00% | +31+1.2% | Added |
| Norden Group LLC | 2,588 | $201.4K | 0.02% | −1,419−35.4% | Reduced |
| Seven Mile Advisory | 2,611 | $203.1K | 0.03% | +2,611 | New |
| Smartleaf Asset Management LLC | 2,632 | $203.8K | 0.01% | −980−27.1% | Reduced |
| Private Trust Co NA | 2,657 | $206.7K | 0.02% | 00.0% | Unchanged |
| Leigh Baldwin & Co., LLC | 2,690 | $209.2K | 0.12% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 2,707 | $210.6K | 0.00% | −96−3.4% | Reduced |
| West Branch Capital LLC | 2,709 | $210.7K | 0.06% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 2,769 | $215.4K | 0.02% | −532−16.1% | Reduced |
| Engineers Gate Manager LP | 2,772 | $215.6K | 0.00% | −33,222−92.3% | Reduced |
| NorthCrest Asset Manangement, LLC | 2,788 | $218.2K | 0.01% | +2,788 | New |
| Requisite Capital Management, LLC | 2,807 | $218.3K | 0.04% | +2,807 | New |
| PFG Investments, LLC | 2,824 | $219.7K | 0.01% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 2,840 | $220.9K | 0.00% | +2,840 | New |
| MJP Associates Inc | 2,858 | $222.3K | 0.03% | +31+1.1% | Added |
| Advisor OS, LLC | 2,858 | $222.3K | 0.02% | +31+1.1% | Added |
| Capital Investment Advisors, LLC | 2,872 | $223.4K | 0.00% | +2,872 | New |
| Choate Investment Advisors | 2,874 | $223.5K | 0.00% | +63+2.2% | Added |
| Ariadne Wealth Management, LP | 2,970 | $228.7K | 0.10% | −15−0.5% | Reduced |
| Boothbay Fund Management, LLC | 2,954 | $229.8K | 0.01% | −2,446−45.3% | Reduced |
| GDS Wealth Management | 2,967 | $230.8K | 0.02% | +2,967 | New |
| Sage Capital Management, LLC | 2,972 | $231.1K | 0.10% | +19+0.6% | Added |
| Parallel Advisors, LLC | 2,988 | $232.4K | 0.00% | −21−0.7% | Reduced |
| Point72 (DIFC) Ltd | 2,991 | $232.7K | 0.02% | −9,980−76.9% | Reduced |
| Jacobi Capital Management LLC | 3,011 | $234.2K | 0.01% | −250−7.7% | Reduced |
| Fidelis Capital Partners, LLC | 3,077 | $239.3K | 0.02% | −13−0.4% | Reduced |
| Flagship Harbor Advisors, LLC | 3,095 | $240.8K | 0.01% | −116−3.6% | Reduced |
| Rothschild Investment LLC | 3,135 | $243.8K | 0.01% | +2,916+1,331.5% | Added |
| Midwest Trust Co | 3,168 | $246.4K | 0.00% | +233+7.9% | Added |
| Clarius Group, LLC | 3,176 | $247.0K | 0.01% | −865−21.4% | Reduced |
| Bank & Trust Co | 3,202 | $249.1K | 0.18% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3,216 | $250.1K | 0.00% | −38−1.2% | Reduced |
| KPP Advisory Services LLC | 3,219 | $250.4K | 0.04% | −100−3.0% | Reduced |
| Sigma Planning Corp | 3,221 | $250.5K | 0.01% | −465−12.6% | Reduced |
| Beacon Financial Group | 3,250 | $252.8K | 0.02% | −967−22.9% | Reduced |
| Nichols & Pratt Advisers LLP | 3,270 | $254.3K | 0.02% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 3,283 | $255.4K | 0.09% | −61−1.8% | Reduced |
| Lion Street Advisors, LLC | 10,070 | $256.5K | 0.09% | +4,319+75.1% | Added |
| Eastern Bank | 3,298 | $256.5K | 0.00% | 00.0% | Unchanged |
| Capital Square, LLC | 3,329 | $259.0K | 0.13% | +10.0% | Added |
| LaSalle St. Investment Advisors, LLC | 3,362 | $261.0K | 0.05% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3,402 | $264.6K | 0.00% | +297+9.6% | Added |
| Bayforest Capital Ltd | 3,422 | $266.2K | 0.13% | +3,422 | New |
| Sage Rhino Capital LLC | 3,429 | $266.7K | 0.05% | +5+0.1% | Added |
| Resources Investment Advisors, LLC. | 3,484 | $271.0K | 0.00% | +141+4.2% | Added |
| Hanson & Doremus Investment Management | 3,480 | $271.0K | 0.03% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 3,490 | $271.5K | 0.00% | −2,521−41.9% | Reduced |