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 |
|---|---|---|---|---|---|
| Wedmont Private Capital | 11,236 | $879.4K | 0.03% | −1,055−8.6% | Reduced |
| Keel Point, LLC | 11,252 | $875.2K | 0.05% | −2,165−16.1% | Reduced |
| Patten & Patten Inc | 11,077 | $861.6K | 0.05% | −2,000−15.3% | Reduced |
| Financial Advisory Service, Inc. | 11,019 | $857.1K | 0.06% | +71+0.6% | Added |
| DMG Group, LLC | 10,960 | $852.5K | 0.59% | +1,006+10.1% | Added |
| Park Avenue Securities LLC | 10,892 | $847.0K | 0.01% | −1,725−13.7% | Reduced |
| Toroso Investments, LLC | 10,888 | $846.9K | 0.00% | −3,132−22.3% | Reduced |
| Pinebridge Investments, L.P. | 10,805 | $840.4K | 0.01% | −205−1.9% | Reduced |
| Paradigm Financial Partners, LLC | 10,609 | $825.2K | 0.08% | −205−1.9% | Reduced |
| QRG Capital Management, Inc. | 10,537 | $819.6K | 0.01% | −9,378−47.1% | Reduced |
| Sterling Capital Management LLC | 10,451 | $812.9K | 0.01% | −17,085−62.0% | Reduced |
| Boxwood Ventures, Inc. | 10,412 | $809.8K | 0.90% | 00.0% | Unchanged |
| Farringdon Capital, Ltd. | 10,373 | $806.8K | 0.21% | +5,455+110.9% | Added |
| L2 Asset Management, LLC | 10,177 | $791.6K | 0.11% | −40.0% | Reduced |
| CSS LLC | 10,139 | $788.6K | 0.05% | −4,200−29.3% | Reduced |
| Brevan Howard Capital Management LP | 10,109 | $786.3K | 0.01% | −45,104−81.7% | Reduced |
| Greenleaf Trust | 10,056 | $782.2K | 0.01% | −251−2.4% | Reduced |
| Private Advisor Group, LLC | 9,904 | $770.4K | 0.00% | −23,090−70.0% | Reduced |
| M&T Bank Corp | 9,767 | $759.9K | 0.00% | −1,061−9.8% | Reduced |
| Carret Asset Management, LLC | 9,732 | $757.0K | 0.07% | −100−1.0% | Reduced |
| HB Wealth Management, LLC | 9,719 | $756.0K | 0.01% | +1,163+13.6% | Added |
| AIA Group Ltd | 9,709 | $755.2K | 0.01% | +968+11.1% | Added |
| Oppenheimer & Co Inc | 9,663 | $751.6K | 0.01% | −253−2.6% | Reduced |
| Integrated Wealth Concepts LLC | 9,655 | $751.0K | 0.01% | +562+6.2% | Added |
| Chicago Partners Investment Group LLC | 10,033 | $749.3K | 0.02% | +3,923+64.2% | Added |
| Wolverine Trading, LLC | 9,635 | $745.9K | 0.02% | +9,635 | New |
| United Capital Financial Advisers, LLC | 9,553 | $743.0K | 0.01% | +526+5.8% | Added |
| Venture Visionary Partners LLC | 9,538 | $741.9K | 0.03% | +20.0% | Added |
| Vise Technologies, Inc. | 9,472 | $736.7K | 0.03% | −1,770−15.7% | Reduced |
| Old National Bancorp | 9,435 | $733.9K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 9,403 | $731.4K | 0.03% | +1,312+16.2% | Added |
| Ashton Thomas Private Wealth, LLC | 9,186 | $714.5K | 0.02% | +1,334+17.0% | Added |
| Foundations Investment Advisors, LLC | 9,182 | $714.2K | 0.01% | +9,182 | New |
| Kestra Advisory Services, LLC | 9,035 | $702.7K | 0.00% | −992−9.9% | Reduced |
| Old Port Advisors | 8,971 | $697.8K | 0.18% | −29−0.3% | Reduced |
| Utah Retirement Systems | 8,948 | $696.0K | 0.01% | −200−2.2% | Reduced |
| Aaron Wealth Advisors | 8,900 | $692.2K | 0.04% | +6,003+207.2% | Added |
| Brinker Capital Investments, LLC | 8,638 | $671.9K | 0.01% | −1,874−17.8% | Reduced |
| Erste Asset Management GmbH | 8,600 | $665.8K | 0.01% | −300−3.4% | Reduced |
| Maryland State Retirement & Pension System | 8,486 | $660.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 8,415 | $658.5K | 0.00% | +2,734+48.1% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 8,453 | $657.5K | 0.10% | −11,128−56.8% | Reduced |
| AE Wealth Management LLC | 8,436 | $656.1K | 0.00% | −89−1.0% | Reduced |
| Dumont & Blake Investment Advisors LLC | 8,433 | $655.9K | 0.16% | −72−0.8% | Reduced |
| NorthRock Partners, LLC | 8,417 | $654.7K | 0.01% | +644+8.3% | Added |
| Mutual Advisors, LLC | 8,457 | $646.2K | 0.01% | −224−2.6% | Reduced |
| GAMMA Investing LLC | 8,232 | $640.3K | 0.04% | −825−9.1% | Reduced |
| Acadian Asset Management LLC | 7,970 | $619.0K | 0.00% | −18,502−69.9% | Reduced |
| Prosperity Consulting Group, LLC | 7,915 | $615.6K | 0.03% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 7,886 | $613.4K | 0.03% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 7,881 | $613.0K | 0.00% | −251−3.1% | Reduced |
| Tower Research Capital LLC (TRC) | 7,825 | $608.6K | 0.02% | +2,391+44.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 7,783 | $605.4K | 0.02% | +321+4.3% | Added |
| Zacks Investment Management | 7,754 | $603.2K | 0.00% | −721−8.5% | Reduced |
| RSM US Wealth Management LLC | 7,699 | $598.8K | 0.01% | −67−0.9% | Reduced |
| Swiss Life Asset Management Ltd | 7,639 | $594.2K | 0.00% | +3,299+76.0% | Added |
| Meeder Advisory Services, Inc. | 7,628 | $593.3K | 0.03% | +80+1.1% | Added |
| Campion Asset Management LLC | 7,605 | $591.5K | 0.42% | −195−2.5% | Reduced |
| BancorpSouth Bank | 7,248 | $563.7K | 0.03% | −617−7.8% | Reduced |
| Aviva PLC | 7,222 | $561.7K | 0.00% | +941+15.0% | Added |
| Baird Financial Group, Inc. | 7,196 | $559.7K | 0.00% | −743−9.4% | Reduced |
| Catalytic Wealth RIA, LLC | 7,043 | $547.8K | 0.02% | +3,686+109.8% | Added |
| IFP Advisors, Inc | 6,761 | $525.9K | 0.01% | +5,476+426.1% | Added |
| Cambria Investment Management, L.P. | 6,706 | $521.6K | 0.03% | +1,341+25.0% | Added |
| SummitTX Capital, L.P. | 6,692 | $520.5K | 0.02% | +679+11.3% | Added |
| Skopos Labs, Inc. | 6,426 | $517.0K | 0.07% | −49−0.8% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6,616 | $514.6K | 0.06% | +73+1.1% | Added |
| Wealthstar Advisors, LLC | 6,585 | $512.2K | 0.20% | −464−6.6% | Reduced |
| Advisors Capital Management, LLC | 6,463 | $502.7K | 0.01% | −279−4.1% | Reduced |
| Callan Family Office, LLC | 6,390 | $497.0K | 0.02% | −362−5.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 6,364 | $495.0K | 0.00% | −1,952−23.5% | Reduced |
| MBM Wealth Consultants, LLC | 6,345 | $493.5K | 0.12% | +237+3.9% | Added |
| Forum Financial Management, LP | 6,298 | $489.9K | 0.01% | −96−1.5% | Reduced |
| Regions Financial Corp | 6,291 | $489.3K | 0.00% | −37−0.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 6,234 | $484.9K | 0.03% | 00.0% | Unchanged |
| Quest Partners LLC | 6,180 | $480.7K | 0.03% | −11,858−65.7% | Reduced |
| CIBC Asset Management Inc | 5,993 | $466.1K | 0.00% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 5,934 | $461.6K | 0.20% | +4+0.1% | Added |
| Patten Group, Inc. | 5,930 | $461.3K | 0.09% | −550−8.5% | Reduced |
| Plancorp, LLC | 5,922 | $460.6K | 0.01% | −57−1.0% | Reduced |
| GWN Securities Inc. | 5,890 | $459.5K | 0.11% | +70+1.2% | Added |
| Walleye Trading LLC | 5,900 | $458.9K | 0.01% | +4,742+409.5% | Added |
| Polymer Capital Management (US) LLC | 5,881 | $457.4K | 0.06% | +5,881 | New |
| Glenview Trust Co | 5,863 | $456.0K | 0.01% | 00.0% | Unchanged |
| Aries Wealth Management | 5,846 | $454.7K | 0.11% | 00.0% | Unchanged |
| Caitlin John, LLC | 5,839 | $454.2K | 0.32% | +755+14.9% | Added |
| IHT Wealth Management, LLC | 5,823 | $452.9K | 0.01% | −8−0.1% | Reduced |
| First Horizon Corp | 5,805 | $451.5K | 0.02% | +5,805 | New |
| Atria Investments LLC | 5,799 | $451.1K | 0.01% | −7,620−56.8% | Reduced |
| GWM Advisors LLC | 5,781 | $449.6K | 0.00% | +341+6.3% | Added |
| Fifth Third Wealth Advisors LLC | 5,766 | $448.5K | 0.02% | +47+0.8% | Added |
| Atomi Financial Group, Inc. | 5,748 | $447.1K | 0.01% | −595−9.4% | Reduced |
| Sanctuary Advisors, LLC | 5,748 | $447.1K | 0.00% | −2,311−28.7% | Reduced |
| Means Investment Co., Inc. | 5,746 | $446.9K | 0.04% | +27+0.5% | Added |
| Shelton Capital Management | 5,689 | $442.5K | 0.01% | −139−2.4% | Reduced |
| Brown Advisory Inc | 5,685 | $442.2K | 0.00% | −760−11.8% | Reduced |
| TD Capital Management LLC | 5,657 | $440.0K | 0.04% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 5,635 | $438.3K | 0.01% | −2,702−32.4% | Reduced |
| CIBC Private Wealth Group, LLC | 5,614 | $436.7K | 0.00% | +909+19.3% | Added |
| Quent Capital, LLC | 5,606 | $436.0K | 0.04% | +34+0.6% | Added |