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 |
|---|---|---|---|---|---|
| GDS Wealth Management | 2,967 | $230.8K | 0.02% | +2,967 | New |
| Boothbay Fund Management, LLC | 2,954 | $229.8K | 0.01% | −2,446−45.3% | Reduced |
| Ariadne Wealth Management, LP | 2,970 | $228.7K | 0.10% | −15−0.5% | Reduced |
| Choate Investment Advisors | 2,874 | $223.5K | 0.00% | +63+2.2% | Added |
| Capital Investment Advisors, LLC | 2,872 | $223.4K | 0.00% | +2,872 | New |
| MJP Associates Inc | 2,858 | $222.3K | 0.03% | +31+1.1% | Added |
| Advisor OS, LLC | 2,858 | $222.3K | 0.02% | +31+1.1% | Added |
| Cresset Asset Management, LLC | 2,840 | $220.9K | 0.00% | +2,840 | New |
| PFG Investments, LLC | 2,824 | $219.7K | 0.01% | 00.0% | Unchanged |
| Requisite Capital Management, LLC | 2,807 | $218.3K | 0.04% | +2,807 | New |
| NorthCrest Asset Manangement, LLC | 2,788 | $218.2K | 0.01% | +2,788 | New |
| Engineers Gate Manager LP | 2,772 | $215.6K | 0.00% | −33,222−92.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 2,769 | $215.4K | 0.02% | −532−16.1% | Reduced |
| West Branch Capital LLC | 2,709 | $210.7K | 0.06% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 2,707 | $210.6K | 0.00% | −96−3.4% | Reduced |
| Leigh Baldwin & Co., LLC | 2,690 | $209.2K | 0.12% | 00.0% | Unchanged |
| Private Trust Co NA | 2,657 | $206.7K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,632 | $203.8K | 0.01% | −980−27.1% | Reduced |
| Seven Mile Advisory | 2,611 | $203.1K | 0.03% | +2,611 | New |
| Norden Group LLC | 2,588 | $201.4K | 0.02% | −1,419−35.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,588 | $201.3K | 0.00% | +31+1.2% | Added |
| Dorsey Wright & Associates | 2,580 | $201.0K | 0.04% | −76,122−96.7% | Reduced |
| Toth Financial Advisory Corp | 2,559 | $199.0K | 0.02% | −281−9.9% | Reduced |
| J.Safra Asset Management Corp | 2,340 | $182.0K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 2,299 | $179.9K | 0.00% | −17,392−88.3% | Reduced |
| Curat Global, LLC | 2,195 | $170.7K | 0.16% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,193 | $170.6K | 0.00% | −467−17.6% | Reduced |
| Nomura Asset Management Co Ltd | 2,080 | $161.8K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,064 | $160.5K | 0.01% | +213+11.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,014 | $157.0K | 0.00% | +56+2.9% | Added |
| New England Capital Financial Advisors LLC | 1,904 | $148.1K | 0.06% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 1,900 | $147.8K | 0.00% | +1,900 | New |
| Wealthspire Advisors, LLC | 1,852 | $144.1K | 0.00% | −830−30.9% | Reduced |
| Addison Advisors LLC | 1,640 | $127.6K | 0.03% | −22−1.3% | Reduced |
| Richardson Financial Services Inc. | 1,545 | $120.2K | 0.07% | −145−8.6% | Reduced |
| Covestor Ltd | 1,537 | $119.0K | 0.07% | +113+7.9% | Added |
| Capital Analysts, LLC | 1,494 | $116.0K | 0.00% | +10+0.7% | Added |
| Westfuller Advisors, LLC | 1,427 | $111.0K | 0.05% | +1,427 | New |
| Aster Capital Management (DIFC) Ltd | 1,414 | $110.0K | 0.06% | −7,969−84.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,414 | $110.0K | 0.00% | +409+40.7% | Added |
| Ossiam | 1,302 | $101.3K | 0.00% | −567−30.3% | Reduced |
| WPG Advisers, LLC | 1,298 | $101.0K | 0.08% | −31−2.3% | Reduced |
| Essential Partners LLC | 1,257 | $97.8K | 0.03% | +1,029+451.3% | Added |
| Whittier Trust Co of Nevada Inc | 1,172 | $93.1K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,192 | $93.0K | 0.00% | +617+107.3% | Added |
| Quarry LP | 1,184 | $92.1K | 0.02% | −1,178−49.9% | Reduced |
| SBI Securities Co., Ltd. | 1,170 | $91.0K | 0.00% | +40+3.5% | Added |
| Proffitt & Goodson Inc | 1,154 | $89.8K | 0.01% | −2−0.2% | Reduced |
| Cornerstone Planning Group LLC | 2,422 | $89.0K | 0.01% | +2,403+12,647.4% | Added |
| CVA Family Office, LLC | 1,090 | $84.8K | 0.01% | −7−0.6% | Reduced |
| National Bank of Canada | 1,084 | $84.3K | 0.00% | +66+6.5% | Added |
| Parkside Financial Bank & Trust | 1,064 | $82.8K | 0.01% | −1−0.1% | Reduced |
| Principal Securities, Inc. | 1,061 | $82.5K | 0.00% | −681−39.1% | Reduced |
| Hoey Investments, Inc | 1,050 | $81.7K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,044 | $81.2K | 0.01% | +1,044 | New |
| Central Trust Co | 1,000 | $77.8K | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 1,000 | $77.8K | 0.02% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 983 | $76.5K | 0.00% | +983 | New |
| Manchester Capital Management LLC | 968 | $75.3K | 0.01% | −2,539−72.4% | Reduced |
| Versant Capital Management, Inc | 934 | $72.6K | 0.01% | −1,745−65.1% | Reduced |
| Harbour Investments, Inc. | 882 | $68.6K | 0.00% | −39−4.2% | Reduced |
| William B. Walkup & Associates, Inc. | 855 | $66.5K | 0.04% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 829 | $64.5K | 0.00% | −2,523−75.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 782 | $60.8K | 0.00% | −24−3.0% | Reduced |
| Arlington Trust Co LLC | 774 | $60.2K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 769 | $59.6K | 0.02% | +769 | New |
| JPL Wealth Management, LLC | 728 | $56.6K | 0.01% | +728 | New |
| MCF Advisors LLC | 705 | $54.8K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 620 | $48.2K | 0.03% | 00.0% | Unchanged |
| St Germain D J Co Inc | 610 | $47.4K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 600 | $46.7K | 0.00% | −132−18.0% | Reduced |
| Founders Capital Management | 600 | $46.7K | 0.02% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 588 | $45.7K | 0.01% | +564+2,350.0% | Added |
| True Wealth Design, LLC | 587 | $45.7K | 0.01% | +156+36.2% | Added |
| 1620 Investment Advisors, Inc. | 571 | $44.4K | 0.03% | −10−1.7% | Reduced |
| Trust Co of Vermont | 521 | $40.5K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 500 | $38.9K | 0.03% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 500 | $38.9K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 478 | $37.2K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 463 | $36.0K | 0.00% | −92−16.6% | Reduced |
| N.E.W. Advisory Services LLC | 427 | $33.2K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 427 | $33.2K | 0.00% | +339+385.2% | Added |
| North Star Investment Management Corp. | 426 | $33.1K | 0.00% | +1+0.2% | Added |
| Sound Income Strategies, LLC | 429 | $32.9K | 0.00% | +3+0.7% | Added |
| Hemington Wealth Management | 424 | $32.0K | 0.00% | −149−26.0% | Reduced |
| Aviso Financial Inc. | 406 | $31.6K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 400 | $31.1K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 396 | $30.8K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 396 | $30.8K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 387 | $30.1K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 370 | $28.8K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 370 | $28.8K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 333 | $25.9K | 0.01% | −5−1.5% | Reduced |
| Whittier Trust Co | 324 | $25.7K | 0.00% | +136+72.3% | Added |
| Vermillion & White Wealth Management Group, LLC | 326 | $25.4K | 0.01% | −211−39.3% | Reduced |
| TD Private Client Wealth LLC | 324 | $25.2K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 287 | $22.3K | 0.01% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 278 | $21.2K | 0.03% | +278 | New |
| Private Wealth Management Group, LLC | 256 | $19.9K | 0.01% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 250 | $19.4K | 0.00% | −12,000−98.0% | Reduced |