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 |
|---|---|---|---|---|---|
| Profund Advisors LLC | 3,497 | $272.0K | 0.01% | +268+8.3% | Added |
| NewEdge Wealth, LLC | 3,551 | $272.6K | 0.00% | 00.0% | Unchanged |
| Spinnaker Trust | 3,515 | $273.4K | 0.02% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 3,545 | $275.7K | 0.01% | −17−0.5% | Reduced |
| Welch & Forbes LLC | 3,572 | $277.8K | 0.00% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 3,641 | $283.2K | 0.01% | −206−5.4% | Reduced |
| Applied Finance Capital Management, LLC | 3,665 | $285.1K | 0.02% | −763−17.2% | Reduced |
| Buckingham Strategic Partners | 3,701 | $287.0K | 0.00% | +3,701 | New |
| Centurion Wealth Management LLC | 3,750 | $291.7K | 0.07% | +3,750 | New |
| XTX Topco Ltd | 3,752 | $291.8K | 0.02% | +3,752 | New |
| Moors & Cabot, Inc. | 3,791 | $294.9K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 3,793 | $295.0K | 0.00% | −223−5.6% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 3,800 | $295.6K | 0.00% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 3,812 | $296.5K | 0.01% | −98−2.5% | Reduced |
| Seeds Investor LLC | 3,838 | $298.5K | 0.06% | −879−18.6% | Reduced |
| Prudential PLC | 3,873 | $301.2K | 0.00% | 00.0% | Unchanged |
| Krilogy Financial LLC | 3,960 | $304.0K | 0.01% | +3,960 | New |
| Diversified Trust Co | 3,912 | $304.3K | 0.01% | +550+16.4% | Added |
| F/M Investments LLC | 3,930 | $305.7K | 0.01% | −114−2.8% | Reduced |
| Paulson Wealth Management Inc. | 3,980 | $309.6K | 0.07% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 4,000 | $311.1K | 0.13% | 00.0% | Unchanged |
| Arnhold LLC | 4,000 | $311.1K | 0.03% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 4,033 | $313.7K | 0.00% | +540+15.5% | Added |
| STRS Ohio | 4,042 | $314.4K | 0.00% | −40,318−90.9% | Reduced |
| Mather Group, LLC. | 4,059 | $315.7K | 0.00% | 00.0% | Unchanged |
| StoneX Group Inc. | 4,111 | $319.8K | 0.01% | +806+24.4% | Added |
| 111 Capital | 4,129 | $321.2K | 0.06% | −2,031−33.0% | Reduced |
| Wetzel Investment Advisors, Inc. | 4,190 | $325.9K | 0.14% | 00.0% | Unchanged |
| Encompass More Asset Management | 4,249 | $330.5K | 0.06% | +4,249 | New |
| Pitcairn Co | 4,308 | $335.1K | 0.03% | −3,717−46.3% | Reduced |
| NDVR, Inc. | 4,312 | $335.4K | 0.28% | −214−4.7% | Reduced |
| Net Worth Advisory Group | 4,317 | $335.8K | 0.10% | −1,473−25.4% | Reduced |
| Delta Asset Management LLC | 4,325 | $336.4K | 0.03% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 4,338 | $337.4K | 0.00% | −332−7.1% | Reduced |
| FourThought Financial Partners, LLC | 4,339 | $337.5K | 0.03% | +108+2.6% | Added |
| Cobblestone Capital Advisors LLC | 4,436 | $345.0K | 0.02% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 4,439 | $345.3K | 0.00% | −66,024−93.7% | Reduced |
| Newport Capital Group, LLC | 4,444 | $345.7K | 0.22% | 00.0% | Unchanged |
| Coastline Trust Co | 4,470 | $347.7K | 0.04% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 4,479 | $348.3K | 0.00% | +60+1.4% | Added |
| Advisors Asset Management, Inc. | 4,481 | $348.5K | 0.01% | −1,326−22.8% | Reduced |
| Syon Capital LLC | 4,483 | $348.7K | 0.02% | +1,092+32.2% | Added |
| Ballentine Partners, LLC | 4,524 | $351.9K | 0.00% | −27−0.6% | Reduced |
| Perigon Wealth Management, LLC | 4,535 | $352.7K | 0.01% | +1,548+51.8% | Added |
| Patriot Financial Group Insurance Agency, LLC | 4,638 | $360.8K | 0.05% | −80−1.7% | Reduced |
| Everence Capital Management Inc | 4,670 | $363.0K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 4,707 | $366.1K | 0.01% | −1,502−24.2% | Reduced |
| Portland Global Advisors LLC | 4,798 | $373.2K | 0.04% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,833 | $375.9K | 0.01% | +4,833 | New |
| SageView Advisory Group, LLC | 4,867 | $378.6K | 0.01% | −82−1.7% | Reduced |
| TownSquare Capital, LLC | 4,876 | $379.3K | 0.06% | −1,425−22.6% | Reduced |
| KBC Group NV | 4,890 | $380.0K | 0.00% | +758+18.3% | Added |
| Arkadios Wealth Advisors | 4,950 | $385.0K | 0.01% | +204+4.3% | Added |
| AlTi Global, Inc. | 4,972 | $386.6K | 0.01% | +56+1.1% | Added |
| Blair William & Co | 4,998 | $388.7K | 0.00% | −541−9.8% | Reduced |
| Allworth Financial LP | 5,035 | $391.6K | 0.00% | +485+10.7% | Added |
| Voleon Capital Management LP | 5,061 | $393.6K | 0.01% | +5,061 | New |
| Kingsview Wealth Management, LLC | 5,076 | $394.8K | 0.01% | −30,628−85.8% | Reduced |
| Brooks, Moore & Associates, Inc. | 5,098 | $396.5K | 0.21% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 5,135 | $399.4K | 0.01% | −74−1.4% | Reduced |
| Shell Asset Management Co | 5,231 | $407.0K | 0.04% | −7,165−57.8% | Reduced |
| Numerai GP LLC | 5,267 | $409.7K | 0.06% | +5,267 | New |
| Credit Agricole S A | 5,286 | $411.1K | 0.00% | +5,286 | New |
| Tripletail Wealth Management, LLC | 5,196 | $412.0K | 0.49% | −106−2.0% | Reduced |
| Brighton Jones LLC | 5,314 | $413.3K | 0.01% | +1,945+57.7% | Added |
| Measured Wealth Private Client Group, LLC | 5,335 | $415.0K | 0.11% | −6,698−55.7% | Reduced |
| Wedbush Securities Inc | 5,352 | $416.0K | 0.01% | −847−13.7% | Reduced |
| Lido Advisors, LLC | 5,374 | $418.1K | 0.00% | −393−6.8% | Reduced |
| Fountainhead AM, LLC | 5,395 | $419.6K | 0.06% | −153−2.8% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 5,443 | $423.4K | 0.00% | −18,828−77.6% | Reduced |
| Csenge Advisory Group | 5,475 | $425.8K | 0.02% | −773−12.4% | Reduced |
| Great Lakes Advisors, LLC | 5,494 | $427.3K | 0.00% | −442−7.4% | Reduced |
| J.W. Cole Advisors, Inc. | 5,540 | $430.9K | 0.01% | −864−13.5% | Reduced |
| Longfellow Investment Management Co LLC | 5,576 | $433.7K | 0.10% | 00.0% | Unchanged |
| Quent Capital, LLC | 5,606 | $436.0K | 0.04% | +34+0.6% | Added |
| CIBC Private Wealth Group, LLC | 5,614 | $436.7K | 0.00% | +909+19.3% | Added |
| Global Retirement Partners, LLC | 5,635 | $438.3K | 0.01% | −2,702−32.4% | Reduced |
| TD Capital Management LLC | 5,657 | $440.0K | 0.04% | 00.0% | Unchanged |
| Brown Advisory Inc | 5,685 | $442.2K | 0.00% | −760−11.8% | Reduced |
| Shelton Capital Management | 5,689 | $442.5K | 0.01% | −139−2.4% | Reduced |
| Means Investment Co., Inc. | 5,746 | $446.9K | 0.04% | +27+0.5% | Added |
| Sanctuary Advisors, LLC | 5,748 | $447.1K | 0.00% | −2,311−28.7% | Reduced |
| Atomi Financial Group, Inc. | 5,748 | $447.1K | 0.01% | −595−9.4% | Reduced |
| Fifth Third Wealth Advisors LLC | 5,766 | $448.5K | 0.02% | +47+0.8% | Added |
| GWM Advisors LLC | 5,781 | $449.6K | 0.00% | +341+6.3% | Added |
| Atria Investments LLC | 5,799 | $451.1K | 0.01% | −7,620−56.8% | Reduced |
| First Horizon Corp | 5,805 | $451.5K | 0.02% | +5,805 | New |
| IHT Wealth Management, LLC | 5,823 | $452.9K | 0.01% | −8−0.1% | Reduced |
| Caitlin John, LLC | 5,839 | $454.2K | 0.32% | +755+14.9% | Added |
| Aries Wealth Management | 5,846 | $454.7K | 0.11% | 00.0% | Unchanged |
| Glenview Trust Co | 5,863 | $456.0K | 0.01% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 5,881 | $457.4K | 0.06% | +5,881 | New |
| Walleye Trading LLC | 5,900 | $458.9K | 0.01% | +4,742+409.5% | Added |
| GWN Securities Inc. | 5,890 | $459.5K | 0.11% | +70+1.2% | Added |
| Plancorp, LLC | 5,922 | $460.6K | 0.01% | −57−1.0% | Reduced |
| Patten Group, Inc. | 5,930 | $461.3K | 0.09% | −550−8.5% | Reduced |
| Investors Asset Management of Georgia Inc | 5,934 | $461.6K | 0.20% | +4+0.1% | Added |
| CIBC Asset Management Inc | 5,993 | $466.1K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 6,180 | $480.7K | 0.03% | −11,858−65.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 6,234 | $484.9K | 0.03% | 00.0% | Unchanged |