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 |
|---|---|---|---|---|---|
| Longfellow Investment Management Co LLC | 5,576 | $433.7K | 0.10% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 5,540 | $430.9K | 0.01% | −864−13.5% | Reduced |
| Great Lakes Advisors, LLC | 5,494 | $427.3K | 0.00% | −442−7.4% | Reduced |
| Csenge Advisory Group | 5,475 | $425.8K | 0.02% | −773−12.4% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 5,443 | $423.4K | 0.00% | −18,828−77.6% | Reduced |
| Fountainhead AM, LLC | 5,395 | $419.6K | 0.06% | −153−2.8% | Reduced |
| Lido Advisors, LLC | 5,374 | $418.1K | 0.00% | −393−6.8% | Reduced |
| Wedbush Securities Inc | 5,352 | $416.0K | 0.01% | −847−13.7% | Reduced |
| Measured Wealth Private Client Group, LLC | 5,335 | $415.0K | 0.11% | −6,698−55.7% | Reduced |
| Brighton Jones LLC | 5,314 | $413.3K | 0.01% | +1,945+57.7% | Added |
| Tripletail Wealth Management, LLC | 5,196 | $412.0K | 0.49% | −106−2.0% | Reduced |
| Credit Agricole S A | 5,286 | $411.1K | 0.00% | +5,286 | New |
| Numerai GP LLC | 5,267 | $409.7K | 0.06% | +5,267 | New |
| Shell Asset Management Co | 5,231 | $407.0K | 0.04% | −7,165−57.8% | Reduced |
| Pallas Capital Advisors LLC | 5,135 | $399.4K | 0.01% | −74−1.4% | Reduced |
| Brooks, Moore & Associates, Inc. | 5,098 | $396.5K | 0.21% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 5,076 | $394.8K | 0.01% | −30,628−85.8% | Reduced |
| Voleon Capital Management LP | 5,061 | $393.6K | 0.01% | +5,061 | New |
| Allworth Financial LP | 5,035 | $391.6K | 0.00% | +485+10.7% | Added |
| Blair William & Co | 4,998 | $388.7K | 0.00% | −541−9.8% | Reduced |
| AlTi Global, Inc. | 4,972 | $386.6K | 0.01% | +56+1.1% | Added |
| Arkadios Wealth Advisors | 4,950 | $385.0K | 0.01% | +204+4.3% | Added |
| KBC Group NV | 4,890 | $380.0K | 0.00% | +758+18.3% | Added |
| TownSquare Capital, LLC | 4,876 | $379.3K | 0.06% | −1,425−22.6% | Reduced |
| SageView Advisory Group, LLC | 4,867 | $378.6K | 0.01% | −82−1.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,833 | $375.9K | 0.01% | +4,833 | New |
| Portland Global Advisors LLC | 4,798 | $373.2K | 0.04% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 4,707 | $366.1K | 0.01% | −1,502−24.2% | Reduced |
| Everence Capital Management Inc | 4,670 | $363.0K | 0.02% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 4,638 | $360.8K | 0.05% | −80−1.7% | Reduced |
| Perigon Wealth Management, LLC | 4,535 | $352.7K | 0.01% | +1,548+51.8% | Added |
| Ballentine Partners, LLC | 4,524 | $351.9K | 0.00% | −27−0.6% | Reduced |
| Syon Capital LLC | 4,483 | $348.7K | 0.02% | +1,092+32.2% | Added |
| Advisors Asset Management, Inc. | 4,481 | $348.5K | 0.01% | −1,326−22.8% | Reduced |
| Kestra Private Wealth Services, LLC | 4,479 | $348.3K | 0.00% | +60+1.4% | Added |
| Coastline Trust Co | 4,470 | $347.7K | 0.04% | 00.0% | Unchanged |
| Newport Capital Group, LLC | 4,444 | $345.7K | 0.22% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 4,439 | $345.3K | 0.00% | −66,024−93.7% | Reduced |
| Cobblestone Capital Advisors LLC | 4,436 | $345.0K | 0.02% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 4,339 | $337.5K | 0.03% | +108+2.6% | Added |
| Brown Brothers Harriman & Co | 4,338 | $337.4K | 0.00% | −332−7.1% | Reduced |
| Delta Asset Management LLC | 4,325 | $336.4K | 0.03% | 00.0% | Unchanged |
| Net Worth Advisory Group | 4,317 | $335.8K | 0.10% | −1,473−25.4% | Reduced |
| NDVR, Inc. | 4,312 | $335.4K | 0.28% | −214−4.7% | Reduced |
| Pitcairn Co | 4,308 | $335.1K | 0.03% | −3,717−46.3% | Reduced |
| Encompass More Asset Management | 4,249 | $330.5K | 0.06% | +4,249 | New |
| Wetzel Investment Advisors, Inc. | 4,190 | $325.9K | 0.14% | 00.0% | Unchanged |
| 111 Capital | 4,129 | $321.2K | 0.06% | −2,031−33.0% | Reduced |
| StoneX Group Inc. | 4,111 | $319.8K | 0.01% | +806+24.4% | Added |
| Mather Group, LLC. | 4,059 | $315.7K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 4,042 | $314.4K | 0.00% | −40,318−90.9% | Reduced |
| Clearstead Advisors, LLC | 4,033 | $313.7K | 0.00% | +540+15.5% | Added |
| Schulhoff & Co Inc | 4,000 | $311.1K | 0.13% | 00.0% | Unchanged |
| Arnhold LLC | 4,000 | $311.1K | 0.03% | 00.0% | Unchanged |
| Paulson Wealth Management Inc. | 3,980 | $309.6K | 0.07% | 00.0% | Unchanged |
| F/M Investments LLC | 3,930 | $305.7K | 0.01% | −114−2.8% | Reduced |
| Diversified Trust Co | 3,912 | $304.3K | 0.01% | +550+16.4% | Added |
| Krilogy Financial LLC | 3,960 | $304.0K | 0.01% | +3,960 | New |
| Prudential PLC | 3,873 | $301.2K | 0.00% | 00.0% | Unchanged |
| Seeds Investor LLC | 3,838 | $298.5K | 0.06% | −879−18.6% | Reduced |
| Apollon Wealth Management, LLC | 3,812 | $296.5K | 0.01% | −98−2.5% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 3,800 | $295.6K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 3,793 | $295.0K | 0.00% | −223−5.6% | Reduced |
| Moors & Cabot, Inc. | 3,791 | $294.9K | 0.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 3,752 | $291.8K | 0.02% | +3,752 | New |
| Centurion Wealth Management LLC | 3,750 | $291.7K | 0.07% | +3,750 | New |
| Buckingham Strategic Partners | 3,701 | $287.0K | 0.00% | +3,701 | New |
| Applied Finance Capital Management, LLC | 3,665 | $285.1K | 0.02% | −763−17.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 3,641 | $283.2K | 0.01% | −206−5.4% | Reduced |
| Welch & Forbes LLC | 3,572 | $277.8K | 0.00% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 3,545 | $275.7K | 0.01% | −17−0.5% | Reduced |
| Spinnaker Trust | 3,515 | $273.4K | 0.02% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 3,551 | $272.6K | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 3,497 | $272.0K | 0.01% | +268+8.3% | Added |
| Capstone Investment Advisors, LLC | 3,490 | $271.5K | 0.00% | −2,521−41.9% | Reduced |
| Hanson & Doremus Investment Management | 3,480 | $271.0K | 0.03% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 3,484 | $271.0K | 0.00% | +141+4.2% | Added |
| Sage Rhino Capital LLC | 3,429 | $266.7K | 0.05% | +5+0.1% | Added |
| Bayforest Capital Ltd | 3,422 | $266.2K | 0.13% | +3,422 | New |
| Farther Finance Advisors, LLC | 3,402 | $264.6K | 0.00% | +297+9.6% | Added |
| LaSalle St. Investment Advisors, LLC | 3,362 | $261.0K | 0.05% | 00.0% | Unchanged |
| Capital Square, LLC | 3,329 | $259.0K | 0.13% | +10.0% | Added |
| Eastern Bank | 3,298 | $256.5K | 0.00% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 10,070 | $256.5K | 0.09% | +4,319+75.1% | Added |
| Elyxium Wealth, LLC | 3,283 | $255.4K | 0.09% | −61−1.8% | Reduced |
| Nichols & Pratt Advisers LLP | 3,270 | $254.3K | 0.02% | 00.0% | Unchanged |
| Beacon Financial Group | 3,250 | $252.8K | 0.02% | −967−22.9% | Reduced |
| Sigma Planning Corp | 3,221 | $250.5K | 0.01% | −465−12.6% | Reduced |
| KPP Advisory Services LLC | 3,219 | $250.4K | 0.04% | −100−3.0% | Reduced |
| Ronald Blue Trust, Inc. | 3,216 | $250.1K | 0.00% | −38−1.2% | Reduced |
| Bank & Trust Co | 3,202 | $249.1K | 0.18% | 00.0% | Unchanged |
| Clarius Group, LLC | 3,176 | $247.0K | 0.01% | −865−21.4% | Reduced |
| Midwest Trust Co | 3,168 | $246.4K | 0.00% | +233+7.9% | Added |
| Rothschild Investment LLC | 3,135 | $243.8K | 0.01% | +2,916+1,331.5% | Added |
| Flagship Harbor Advisors, LLC | 3,095 | $240.8K | 0.01% | −116−3.6% | Reduced |
| Fidelis Capital Partners, LLC | 3,077 | $239.3K | 0.02% | −13−0.4% | Reduced |
| Jacobi Capital Management LLC | 3,011 | $234.2K | 0.01% | −250−7.7% | Reduced |
| Point72 (DIFC) Ltd | 2,991 | $232.7K | 0.02% | −9,980−76.9% | Reduced |
| Parallel Advisors, LLC | 2,988 | $232.4K | 0.00% | −21−0.7% | Reduced |
| Sage Capital Management, LLC | 2,972 | $231.1K | 0.10% | +19+0.6% | Added |