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 |
|---|---|---|---|---|---|
| Regions Financial Corp | 6,291 | $489.3K | 0.00% | −37−0.6% | Reduced |
| Forum Financial Management, LP | 6,298 | $489.9K | 0.01% | −96−1.5% | Reduced |
| MBM Wealth Consultants, LLC | 6,345 | $493.5K | 0.12% | +237+3.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 6,364 | $495.0K | 0.00% | −1,952−23.5% | Reduced |
| Callan Family Office, LLC | 6,390 | $497.0K | 0.02% | −362−5.4% | Reduced |
| Advisors Capital Management, LLC | 6,463 | $502.7K | 0.01% | −279−4.1% | Reduced |
| Wealthstar Advisors, LLC | 6,585 | $512.2K | 0.20% | −464−6.6% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6,616 | $514.6K | 0.06% | +73+1.1% | Added |
| Skopos Labs, Inc. | 6,426 | $517.0K | 0.07% | −49−0.8% | Reduced |
| SummitTX Capital, L.P. | 6,692 | $520.5K | 0.02% | +679+11.3% | Added |
| Cambria Investment Management, L.P. | 6,706 | $521.6K | 0.03% | +1,341+25.0% | Added |
| IFP Advisors, Inc | 6,761 | $525.9K | 0.01% | +5,476+426.1% | Added |
| Catalytic Wealth RIA, LLC | 7,043 | $547.8K | 0.02% | +3,686+109.8% | Added |
| Baird Financial Group, Inc. | 7,196 | $559.7K | 0.00% | −743−9.4% | Reduced |
| Aviva PLC | 7,222 | $561.7K | 0.00% | +941+15.0% | Added |
| BancorpSouth Bank | 7,248 | $563.7K | 0.03% | −617−7.8% | Reduced |
| Campion Asset Management LLC | 7,605 | $591.5K | 0.42% | −195−2.5% | Reduced |
| Meeder Advisory Services, Inc. | 7,628 | $593.3K | 0.03% | +80+1.1% | Added |
| Swiss Life Asset Management Ltd | 7,639 | $594.2K | 0.00% | +3,299+76.0% | Added |
| RSM US Wealth Management LLC | 7,699 | $598.8K | 0.01% | −67−0.9% | Reduced |
| Zacks Investment Management | 7,754 | $603.2K | 0.00% | −721−8.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 7,783 | $605.4K | 0.02% | +321+4.3% | Added |
| Tower Research Capital LLC (TRC) | 7,825 | $608.6K | 0.02% | +2,391+44.0% | Added |
| D.A. Davidson & Co. | 7,881 | $613.0K | 0.00% | −251−3.1% | Reduced |
| Hamilton Capital Partners Inc. | 7,886 | $613.4K | 0.03% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 7,915 | $615.6K | 0.03% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 7,970 | $619.0K | 0.00% | −18,502−69.9% | Reduced |
| GAMMA Investing LLC | 8,232 | $640.3K | 0.04% | −825−9.1% | Reduced |
| Mutual Advisors, LLC | 8,457 | $646.2K | 0.01% | −224−2.6% | Reduced |
| NorthRock Partners, LLC | 8,417 | $654.7K | 0.01% | +644+8.3% | Added |
| Dumont & Blake Investment Advisors LLC | 8,433 | $655.9K | 0.16% | −72−0.8% | Reduced |
| AE Wealth Management LLC | 8,436 | $656.1K | 0.00% | −89−1.0% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 8,453 | $657.5K | 0.10% | −11,128−56.8% | Reduced |
| Jones Financial Companies LLLP | 8,415 | $658.5K | 0.00% | +2,734+48.1% | Added |
| Maryland State Retirement & Pension System | 8,486 | $660.0K | 0.01% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 8,600 | $665.8K | 0.01% | −300−3.4% | Reduced |
| Brinker Capital Investments, LLC | 8,638 | $671.9K | 0.01% | −1,874−17.8% | Reduced |
| Aaron Wealth Advisors | 8,900 | $692.2K | 0.04% | +6,003+207.2% | Added |
| Utah Retirement Systems | 8,948 | $696.0K | 0.01% | −200−2.2% | Reduced |
| Old Port Advisors | 8,971 | $697.8K | 0.18% | −29−0.3% | Reduced |
| Kestra Advisory Services, LLC | 9,035 | $702.7K | 0.00% | −992−9.9% | Reduced |
| Foundations Investment Advisors, LLC | 9,182 | $714.2K | 0.01% | +9,182 | New |
| Ashton Thomas Private Wealth, LLC | 9,186 | $714.5K | 0.02% | +1,334+17.0% | Added |
| Belpointe Asset Management LLC | 9,403 | $731.4K | 0.03% | +1,312+16.2% | Added |
| Old National Bancorp | 9,435 | $733.9K | 0.01% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 9,472 | $736.7K | 0.03% | −1,770−15.7% | Reduced |
| Venture Visionary Partners LLC | 9,538 | $741.9K | 0.03% | +20.0% | Added |
| United Capital Financial Advisers, LLC | 9,553 | $743.0K | 0.01% | +526+5.8% | Added |
| Wolverine Trading, LLC | 9,635 | $745.9K | 0.02% | +9,635 | New |
| Chicago Partners Investment Group LLC | 10,033 | $749.3K | 0.02% | +3,923+64.2% | Added |
| Integrated Wealth Concepts LLC | 9,655 | $751.0K | 0.01% | +562+6.2% | Added |
| Oppenheimer & Co Inc | 9,663 | $751.6K | 0.01% | −253−2.6% | Reduced |
| AIA Group Ltd | 9,709 | $755.2K | 0.01% | +968+11.1% | Added |
| HB Wealth Management, LLC | 9,719 | $756.0K | 0.01% | +1,163+13.6% | Added |
| Carret Asset Management, LLC | 9,732 | $757.0K | 0.07% | −100−1.0% | Reduced |
| M&T Bank Corp | 9,767 | $759.9K | 0.00% | −1,061−9.8% | Reduced |
| Private Advisor Group, LLC | 9,904 | $770.4K | 0.00% | −23,090−70.0% | Reduced |
| Greenleaf Trust | 10,056 | $782.2K | 0.01% | −251−2.4% | Reduced |
| Brevan Howard Capital Management LP | 10,109 | $786.3K | 0.01% | −45,104−81.7% | Reduced |
| CSS LLC | 10,139 | $788.6K | 0.05% | −4,200−29.3% | Reduced |
| L2 Asset Management, LLC | 10,177 | $791.6K | 0.11% | −40.0% | Reduced |
| Farringdon Capital, Ltd. | 10,373 | $806.8K | 0.21% | +5,455+110.9% | Added |
| Boxwood Ventures, Inc. | 10,412 | $809.8K | 0.90% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 10,451 | $812.9K | 0.01% | −17,085−62.0% | Reduced |
| QRG Capital Management, Inc. | 10,537 | $819.6K | 0.01% | −9,378−47.1% | Reduced |
| Paradigm Financial Partners, LLC | 10,609 | $825.2K | 0.08% | −205−1.9% | Reduced |
| Pinebridge Investments, L.P. | 10,805 | $840.4K | 0.01% | −205−1.9% | Reduced |
| Toroso Investments, LLC | 10,888 | $846.9K | 0.00% | −3,132−22.3% | Reduced |
| Park Avenue Securities LLC | 10,892 | $847.0K | 0.01% | −1,725−13.7% | Reduced |
| DMG Group, LLC | 10,960 | $852.5K | 0.59% | +1,006+10.1% | Added |
| Financial Advisory Service, Inc. | 11,019 | $857.1K | 0.06% | +71+0.6% | Added |
| Patten & Patten Inc | 11,077 | $861.6K | 0.05% | −2,000−15.3% | Reduced |
| Keel Point, LLC | 11,252 | $875.2K | 0.05% | −2,165−16.1% | Reduced |
| Wedmont Private Capital | 11,236 | $879.4K | 0.03% | −1,055−8.6% | Reduced |
| Savant Capital, LLC | 11,331 | $881.3K | 0.01% | +44+0.4% | Added |
| Federation des caisses Desjardins du Quebec | 11,341 | $882.1K | 0.00% | +10,662+1,570.3% | Added |
| SRS Capital Advisors, Inc. | 11,414 | $887.8K | 0.01% | +8,885+351.3% | Added |
| Catalyst Funds Management Pty Ltd | 11,500 | $894.5K | 0.14% | +7,600+194.9% | Added |
| Benjamin Edwards Inc | 11,522 | $896.1K | 0.01% | +1,679+17.1% | Added |
| Affinity Investment Advisors, LLC | 11,629 | $904.5K | 0.61% | −447−3.7% | Reduced |
| Securian Asset Management, Inc | 11,734 | $912.7K | 0.02% | −482−3.9% | Reduced |
| Elo Mutual Pension Insurance Co | 11,782 | $916.4K | 0.02% | −3,617−23.5% | Reduced |
| Signet Financial Management, LLC | 11,903 | $925.8K | 0.11% | −318−2.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 11,968 | $930.9K | 0.00% | −1,271−9.6% | Reduced |
| HM Payson & Co | 11,987 | $932.3K | 0.01% | +976+8.9% | Added |
| SG Americas Securities, LLC | 12,124 | $943.0K | 0.00% | +4,901+67.9% | Added |
| Winton Group Ltd | 12,154 | $945.3K | 0.04% | +12,154 | New |
| Evergreen Capital Management LLC | 12,254 | $953.1K | 0.02% | −712−5.5% | Reduced |
| Coldstream Capital Management Inc | 12,346 | $960.3K | 0.01% | −679−5.2% | Reduced |
| Harvest Fund Management Co., Ltd | 13,185 | $963.0K | 0.04% | −1,685−11.3% | Reduced |
| BOS Asset Management, LLC | 12,435 | $967.2K | 0.27% | −398−3.1% | Reduced |
| Assetmark, Inc | 12,668 | $985.3K | 0.00% | −638−4.8% | Reduced |
| Verition Fund Management LLC | 12,787 | $994.6K | 0.01% | +1,709+15.4% | Added |
| Entropy Technologies, LP | 13,264 | $1.03M | 0.08% | +13,264 | New |
| State of Wyoming | 13,300 | $1.03M | 0.12% | +1,717+14.8% | Added |
| Envestnet Asset Management Inc | 13,662 | $1.06M | 0.00% | −99,323−87.9% | Reduced |
| Wetherby Asset Management Inc | 13,709 | $1.07M | 0.04% | +165+1.2% | Added |
| MML Investors Services, LLC | 13,799 | $1.07M | 0.00% | −5,734−29.4% | Reduced |
| XML Financial, LLC | 13,830 | $1.08M | 0.09% | −875−6.0% | Reduced |
| Merit Financial Group, LLC | 14,062 | $1.09M | 0.01% | +1,708+13.8% | Added |