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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
Point72 Hong Kong Ltd0$00.00%−17,534−100.0%Sold out
Bridgewater Advisors Inc.0$00.00%−17,031−100.0%Sold out
Westover Capital Advisors, LLC0$00.00%−14,033−100.0%Sold out
Northwest & Ethical Investments L.P.0$00.00%−14,034−100.0%Sold out
JSF Financial, LLC0$00.00%−13,148−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−12,613−100.0%Sold out
Moran Wealth Management, LLC0$00.00%−12,139−100.0%Sold out
Williamson Legacy Group, LLC0$00.00%−11,527−100.0%Sold out
Friedenthal Financial0$00.00%−11,200−100.0%Sold out
Tounjian Advisory Partners, LLC0$00.00%−10,874−100.0%Sold out
Exchange Traded Concepts, LLC0$00.00%−10,155−100.0%Sold out
Petra Financial Advisors Inc0$00.00%−9,716−100.0%Sold out
Hanlon Investment Management, Inc.0$00.00%−8,446−100.0%Sold out
Jefferies Financial Group Inc.0$00.00%−8,000−100.0%Sold out
Lingohr & Partner Asset Management GmbH0$00.00%−6,795−100.0%Sold out
Readystate Asset Management LP0$00.00%−6,680−100.0%Sold out
Roof Eidam & Maycock0$00.00%−6,323−100.0%Sold out
Prossimo Advisors, LLC0$00.00%−6,205−100.0%Sold out
Burns Matteson Capital Management, LLC0$00.00%−5,862−100.0%Sold out
Genus Capital Management Inc.0$00.00%−5,595−100.0%Sold out
Quantessence Capital LLC0$00.00%−5,093−100.0%Sold out
FJ Capital Management LLC0$00.00%−4,799−100.0%Sold out
Eqis Capital Management, Inc.0$00.00%−4,593−100.0%Sold out
Alps Advisors Inc0$00.00%−4,453−100.0%Sold out
Nebula Research & Development LLC0$00.00%−4,437−100.0%Sold out
Stratos Wealth Partners, LTD.0$00.00%−4,161−100.0%Sold out
Laurion Capital Management LP0$00.00%−4,145−100.0%Sold out
Magnetar Financial LLC0$00.00%−4,077−100.0%Sold out
Versor Investments LP0$00.00%−3,986−100.0%Sold out
Challenger Wealth Management0$00.00%−3,475−100.0%Sold out
Brown Miller Wealth Management, LLC0$00.00%−3,399−100.0%Sold out
Axxcess Wealth Management, LLC0$00.00%−3,399−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−3,331−100.0%Sold out
Wellington Management Group LLP0$00.00%−3,282−100.0%Sold out
Baron Wealth Management LLC0$00.00%−3,269−100.0%Sold out
Strategy Asset Managers LLC0$00.00%−3,191−100.0%Sold out
Vicus Capital0$00.00%−3,130−100.0%Sold out
Kingsman Wealth Management, Inc.0$00.00%−3,016−100.0%Sold out
KKM Financial LLC0$00.00%−3,000−100.0%Sold out
Armis Advisers, LLC0$00.00%−3,000−100.0%Sold out
Robertson Stephens Wealth Management, LLC0$00.00%−2,954−100.0%Sold out
Fragasso Group Inc.0$00.00%−2,952−100.0%Sold out
Inscription Capital, LLC0$00.00%−2,857−100.0%Sold out
Beacon Pointe Advisors, LLC0$00.00%−2,819−100.0%Sold out
Sterling Investment Counsel, LLC0$00.00%−2,734−100.0%Sold out
Blueshift Asset Management, LLC0$00.00%−2,706−100.0%Sold out
Haven Private, LLC0$00.00%−2,671−100.0%Sold out
Proficio Capital Partners LLC0$00.00%−2,578−100.0%Sold out
Paragon Capital Management Ltd0$00.00%−2,569−100.0%Sold out
Astoria Portfolio Advisors LLC.0$00.00%−2,590−100.0%Sold out
Carl P. Sherr & Co., LLC0$00.00%−2,560−100.0%Sold out
HighPoint Advisor Group LLC0$00.00%−2,545−100.0%Sold out
Beaton Management Co. Inc.0$00.00%−2,500−100.0%Sold out
Skyline Advisors, Inc.0$00.00%−2,500−100.0%Sold out
GeoWealth Management, LLC0$00.00%−2,158−100.0%Sold out
Walleye Capital LLC0$00.00%−1,558−100.0%Sold out
Thurston, Springer, Miller, Herd & Titak, Inc.0$00.00%−1,465−100.0%Sold out
V-Square Quantitative Management LLC0$00.00%−719−100.0%Sold out
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main0$00.00%−705−100.0%Sold out
Quintet Private Bank (Europe) S.A.0$00.00%−350−100.0%Sold out
Harbor Capital Advisors, Inc.0$00.00%−347−100.0%Sold out
Northwest Capital Management Inc0$00.00%−290−100.0%Sold out
Whipplewood Advisors, LLC0$00.00%−228−100.0%Sold out
VSM Wealth Advisory, LLC0$00.00%−210−100.0%Sold out
Beacon Capital Management, LLC0$00.00%−112−100.0%Sold out
Bryn Mawr Trust Co0$00.00%−107−100.0%Sold out
Raiffeisen Bank International AG0$00.00%−78−100.0%Sold out
Park Square Financial Group, LLC0$00.00%−75−100.0%Sold out
Twin Peaks Wealth Advisors, LLC0$00.00%−79−100.0%Sold out
Mount Yale Investment Advisors, LLC0$00.00%−52−100.0%Sold out
Logan Capital Management Inc0$00.00%−36−100.0%Sold out
AdvisorNet Financial, Inc0$00.00%−33−100.0%Sold out
ORG Partners LLC0$00.00%−29−100.0%Sold out
Ameritas Advisory Services, LLC0$00.00%−27−100.0%Sold out
Sierra Ocean, LLC0$00.00%−21−100.0%Sold out
Ameriflex Group, Inc.0$00.00%−21−100.0%Sold out
Garde Capital, Inc.0$00.00%−15−100.0%Sold out
Stephens Consulting, LLC0$00.00%−7−100.0%Sold out
Bogart Wealth, LLC0$00.00%−6−100.0%Sold out
American Capital Advisory, LLC0$00.00%−4−100.0%Sold out
Norges Bank––––Not filed
Total Wealth Planning & Management, Inc.––––Not filed
Atlas Capital Advisors LLC––––Not filed
Avantax Advisory Services, Inc.––––Not filed
My Legacy Advisors, LLC––––Not filed
First Horizon Advisors, Inc.––––Not filed
J. W. Coons Advisors, LLC––––Not filed
EP Wealth Advisors, LLC––––Not filed
Legacy Investment Solutions, LLC––––Not filed
Capital A Wealth Management, LLC––––Not filed
Parkworth Wealth Management, Inc.––––Not filed