Skip to main content
Livermore
Livermore
ZHEN

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
Massmutual Trust Co FSB242$18.8K0.00%−86−26.2%Reduced
Binnacle Investments Inc242$18.8K0.01%+34+16.3%Added
Evolution Wealth Management Inc.241$18.7K0.02%00.0%Unchanged
Hollencrest Capital Management240$18.7K0.00%+2+0.8%Added
Bell Investment Advisors, Inc229$17.8K0.00%−123−34.9%Reduced
Coston, McIsaac & Partners224$17.0K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC215$16.7K0.00%00.0%Unchanged
Bullock Wealth Management Group205$16.0K0.01%−132−39.2%Reduced
Rossby Financial, LCC182$14.2K0.00%+22+13.8%Added
Cherry Tree Wealth Management, LLC179$13.9K0.00%00.0%Unchanged
Asset Dedication, LLC170$13.2K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc167$13.0K0.00%00.0%Unchanged
Grove Bank & Trust153$11.9K0.00%00.0%Unchanged
Hopwood Financial Services, Inc.150$11.7K0.01%00.0%Unchanged
Farmers & Merchants Investments Inc140$10.9K0.00%00.0%Unchanged
GoalVest Advisory LLC140$10.9K0.00%00.0%Unchanged
Kozak & Associates, Inc.141$10.7K0.00%+2+1.4%Added
Newton One Investments LLC137$10.7K0.00%+1+0.7%Added
Fortitude Family Office, LLC122$9.49K0.00%00.0%Unchanged
Atlantic Trust, LLC104$8.09K0.00%−14−11.9%Reduced
Salomon & Ludwin, LLC99$7.86K0.00%+99New
Main Street Group, LTD101$7.86K0.00%+101New
Pingora Partners LLC100$7.78K0.01%00.0%Unchanged
Optiver Holding B.V.99$7.70K0.00%+94+1,880.0%Added
Transamerica Financial Advisors, Inc.87$6.70K0.00%+87New
Newbridge Financial Services Group, Inc.86$6.69K0.00%00.0%Unchanged
Gen-Wealth Partners Inc85$6.61K0.00%00.0%Unchanged
Ogorek Anthony Joseph86$6.00K0.00%−15−14.9%Reduced
Capital Advisors, Ltd. LLC77$6.00K0.00%00.0%Unchanged
Rakuten Securities, Inc.77$5.99K0.00%+26+51.0%Added
Dogwood Wealth Management LLC75$5.83K0.00%−48−39.0%Reduced
Wall Street Access Asset Management, LLC67$5.21K0.00%+67New
UMA Financial Services, Inc.65$5.06K0.00%00.0%Unchanged
Key Financial Inc64$5.01K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC63$4.92K0.00%−6−8.7%Reduced
Sachetta, LLC61$4.75K0.00%00.0%Unchanged
LRI Investments, LLC58$4.51K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.53$3.70K0.00%−2−3.6%Reduced
Reyes Financial Architecture, Inc.47$3.66K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.43$3.34K0.00%00.0%Unchanged
High Note Wealth, LLC40$3.11K0.00%−38−48.7%Reduced
Spire Wealth Management39$3.03K0.00%−3−7.1%Reduced
Bruce G. Allen Investments, LLC38$2.96K0.00%00.0%Unchanged
Turning Point Benefit Group, Inc.32$2.50K0.00%+32New
South State Corp.30$2.33K0.00%−7−18.9%Reduced
Financial Management Professionals, Inc.29$2.26K0.00%00.0%Unchanged
Retirement Wealth Solutions LLC28$2.18K0.00%+28New
Clean Yield Group26$2.02K0.00%00.0%Unchanged
Cloud Capital Management, LLC35$2.00K0.00%+35New
ZRC Wealth Management, LLC24$1.87K0.00%+24New
Atlantic Private Wealth, LLC23$1.82K0.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.23$1.80K0.00%00.0%Unchanged
Winch Advisory Services, LLC18$1.42K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC18$1.42K0.00%00.0%Unchanged
IMG Wealth Management, Inc.14$1.09K0.00%+14New
Rialto Wealth Management, LLC13$1.01K0.00%−3−18.8%Reduced
Huntington National Bank13$1.01K0.00%00.0%Unchanged
Avion Wealth13$1.00K0.00%−7−35.0%Reduced
Valued Wealth Advisors LLC12$9520.00%+1+9.1%Added
Bay Harbor Wealth Management, LLC12$9330.00%+1+9.1%Added
Principia Wealth Advisory, LLC11$8560.00%−3−21.4%Reduced
HFM Investment Advisors, LLC11$8560.00%−3−21.4%Reduced
NBC Securities, Inc.11$8550.00%+11New
Cromwell Holdings LLC10$7780.00%−15−60.0%Reduced
Caitong International Asset Management Co., Ltd9$7000.00%−153−94.4%Reduced
Hughes Financial Services, LLC9$6960.00%−21−70.0%Reduced
Palisade Asset Management, LLC7$5450.00%+7New
Highline Wealth Partners LLC4$3110.00%00.0%Unchanged
DecisionPoint Financial, LLC3$2350.00%00.0%Unchanged
Seneschal Advisors, LLC3$2340.00%+3New
Quaker Wealth Management, LLC2$1560.00%−3−60.0%Reduced
Tortoise Investment Management, LLC1$780.00%−22−95.7%Reduced
MV Capital Management, Inc.1$780.00%−2−66.7%Reduced
TFC Financial Management1$780.00%00.0%Unchanged
Zurich Insurance Group Ltd0$00.00%−673,801−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−471,589−100.0%Sold out
Lighthouse Investment Partners, LLC0$00.00%−294,088−100.0%Sold out
Boone Capital Management LLC0$00.00%−281,790−100.0%Sold out
Renaissance Technologies LLC0$00.00%−258,400−100.0%Sold out
Picton Mahoney Asset Management0$00.00%−249,885−100.0%Sold out
Assenagon Asset Management S.A.0$00.00%−226,493−100.0%Sold out
Schroder Investment Management Group0$00.00%−205,889−100.0%Sold out
AXA S.A.0$00.00%−201,228−100.0%Sold out
Brant Point Investment Management LLC0$00.00%−89,453−100.0%Sold out
Empowered Funds, LLC0$00.00%−86,665−100.0%Sold out
Boston Common Asset Management, LLC0$00.00%−81,459−100.0%Sold out
Twinbeech Capital LP0$00.00%−69,588−100.0%Sold out
TrueMark Investments, LLC0$00.00%−62,694−100.0%Sold out
Triasima Portfolio Management inc.0$00.00%−55,290−100.0%Sold out
Abn Amro Investment Solutions0$00.00%−46,690−100.0%Sold out
Susquehanna Portfolio Strategies, LLC0$00.00%−43,068−100.0%Sold out
Edgestream Partners, L.P.0$00.00%−37,967−100.0%Sold out
ISAM Funds (UK) Ltd0$00.00%−35,330−100.0%Sold out
Strategic Global Advisors, LLC0$00.00%−30,414−100.0%Sold out
Jain Global LLC0$00.00%−29,144−100.0%Sold out
Counterpoint Mutual Funds LLC0$00.00%−28,786−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−24,729−100.0%Sold out
BI Asset Management Fondsmaeglerselskab A/S0$00.00%−22,385−100.0%Sold out
Centiva Capital, LP0$00.00%−18,537−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−18,510−100.0%Sold out