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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, Q4 2025

Institutional positions in Unum Group as of Dec 31, 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
699
+39 vs. Q3 2025
Shares held
145.7M
+13.2M (+9.9%) vs. Q3 2025
Total value
$11.3B
+$975.5M (+9.5%) vs. Q3 2025
New holders
108
202 more added
Sold out
69
266 more reduced

14 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2025: 699 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 heldQ4 2025: $11.3B
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, Q4 2025

Shares, value and share of portfolio for each institution holding Unum Group; share changes are against Q3 2025.

Institutions holding UNM in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Rakuten Securities, Inc.1$780.00%−76−98.7%Reduced
MV Capital Management, Inc.1$780.00%00.0%Unchanged
TFC Financial Management1$780.00%00.0%Unchanged
Quaker Wealth Management, LLC2$1550.00%00.0%Unchanged
DecisionPoint Financial, LLC3$2330.00%00.0%Unchanged
Seneschal Advisors, LLC3$2330.00%00.0%Unchanged
Dunhill Financial, LLC4$2750.00%+4New
Highline Wealth Partners LLC4$3100.00%00.0%Unchanged
Huntington National Bank5$3880.00%−8−61.5%Reduced
McGuire Capital Advisors Inc6$4650.00%+6New
1015 Capital Partners, LLC8$6200.00%+8New
Hughes Financial Services, LLC9$6980.00%00.0%Unchanged
UMA Financial Services, Inc.10$7750.00%−55−84.6%Reduced
HFM Investment Advisors, LLC11$8530.00%00.0%Unchanged
Valued Wealth Advisors LLC11$8760.00%−1−8.3%Reduced
Avion Wealth13$1.00K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC13$1.01K0.00%+2+18.2%Added
Kilter Group LLC13$1.01K0.00%+13New
Bogart Wealth, LLC14$1.08K0.00%+14New
Nemes Rush Group LLC15$1.16K0.00%+15New
Rialto Wealth Management, LLC18$1.40K0.00%+5+38.5%Added
Kayne Anderson Rudnick Investment Management LLC18$1.41K0.00%00.0%Unchanged
Winch Advisory Services, LLC18$1.43K0.00%00.0%Unchanged
Optima Capital LLC20$1.55K0.00%+20New
Strive Financial Group ,LLC20$1.55K0.00%+20New
Bay Harbor Wealth Management, LLC21$1.63K0.00%+9+75.0%Added
Dogwood Wealth Management LLC22$1.71K0.00%−53−70.7%Reduced
Retirement Wealth Solutions LLC23$1.78K0.00%−5−17.9%Reduced
DHJJ Financial Advisors, Ltd.23$1.79K0.00%00.0%Unchanged
ZRC Wealth Management, LLC24$1.86K0.00%00.0%Unchanged
Cromwell Holdings LLC24$1.86K0.00%+14+140.0%Added
Ogorek Anthony Joseph32$2.00K0.00%−54−62.8%Reduced
Clean Yield Group26$2.02K0.00%00.0%Unchanged
Cornerstone Financial Management LLC28$2.17K0.00%+28New
Financial Management Professionals, Inc.29$2.25K0.00%00.0%Unchanged
South State Corp.30$2.33K0.00%00.0%Unchanged
Turning Point Benefit Group, Inc.32$2.48K0.00%00.0%Unchanged
Marquette Asset Management, LLC35$2.71K0.00%+35New
Bare Financial Services, Inc38$2.94K0.00%+38New
Spire Wealth Management39$3.02K0.00%00.0%Unchanged
IMA Wealth, Inc.42$3.25K0.00%+42New
SOA Wealth Advisors, LLC.43$3.35K0.00%00.0%Unchanged
ORG Partners LLC44$3.41K0.00%+44New
Reyes Financial Architecture, Inc.47$3.64K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.53$4.11K0.00%00.0%Unchanged
LRI Investments, LLC58$4.50K0.00%00.0%Unchanged
Sachetta, LLC61$4.73K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC63$4.90K0.00%00.0%Unchanged
Key Financial Inc64$4.96K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC64$4.96K0.00%+26+68.4%Added
Wall Street Access Asset Management, LLC67$5.19K0.00%00.0%Unchanged
High Note Wealth, LLC68$5.27K0.00%+28+70.0%Added
Walleye Capital LLC68$5.27K0.00%+68New
Capital Advisors, Ltd. LLC77$6.00K0.00%00.0%Unchanged
Signature Equity Partners, LLC85$6.61K0.00%+85New
Newbridge Financial Services Group, Inc.86$6.67K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.87$6.75K0.00%00.0%Unchanged
Atlantic Trust, LLC92$7.13K0.00%−12−11.5%Reduced
Salomon & Ludwin, LLC99$7.75K0.00%00.0%Unchanged
Fortitude Family Office, LLC108$8.37K0.00%−14−11.5%Reduced
American National Bank122$9.46K0.00%+122New
Ares Financial Consulting, LLC126$9.77K0.01%+126New
Kingdom Financial Group LLC.126$9.80K0.00%+126New
Newton One Investments LLC138$10.7K0.00%+1+0.7%Added
Farmers & Merchants Investments Inc140$10.8K0.00%00.0%Unchanged
GoalVest Advisory LLC140$10.8K0.00%00.0%Unchanged
Keating Financial Advisory Services, Inc.146$11.3K0.00%+146New
Kozak & Associates, Inc.141$11.3K0.00%00.0%Unchanged
Grove Bank & Trust153$11.9K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc167$12.9K0.00%00.0%Unchanged
Asset Dedication, LLC170$13.2K0.00%00.0%Unchanged
Investors Portfolio Services LLC176$13.6K0.01%+176New
Cherry Tree Wealth Management, LLC179$13.9K0.00%00.0%Unchanged
Monetary Solutions, Ltd182$14.1K0.01%+182New
Bell Investment Advisors, Inc200$15.5K0.00%−29−12.7%Reduced
Bullock Wealth Management Group205$15.9K0.01%00.0%Unchanged
Coston, McIsaac & Partners224$17.0K0.00%00.0%Unchanged
Hilton Head Capital Partners, LLC234$18.1K0.01%+234New
Group One Trading, L.P.241$18.7K0.00%−44,601−99.5%Reduced
Evolution Wealth Management Inc.241$18.7K0.02%00.0%Unchanged
Hollencrest Capital Management241$18.7K0.00%+1+0.4%Added
Massmutual Trust Co FSB242$18.8K0.00%00.0%Unchanged
Rossby Financial, LCC242$18.8K0.01%+60+33.0%Added
Private Wealth Management Group, LLC256$19.8K0.01%00.0%Unchanged
Caitong International Asset Management Co., Ltd259$20.1K0.00%+250+2,777.8%Added
Kerr Financial Planning Corp278$21.2K0.03%00.0%Unchanged
JFS Wealth Advisors, LLC276$21.4K0.00%+61+28.4%Added
TD Private Client Wealth LLC279$21.6K0.00%−45−13.9%Reduced
Wealth Preservation Advisors, LLC287$22.2K0.01%00.0%Unchanged
Founders Capital Management300$23.3K0.01%−300−50.0%Reduced
Merrithew & Thorsten Inc313$24.0K0.03%+313New
Laurel Wealth Advisors LLC325$25.2K0.00%+325New
SHP Wealth Management326$25.2K0.00%+326New
Vermillion & White Wealth Management Group, LLC326$25.3K0.01%00.0%Unchanged
WealthCollab, LLC370$28.7K0.01%00.0%Unchanged
Heritage Wealth Advisors387$30.0K0.00%00.0%Unchanged
Barrett & Company, Inc.396$30.7K0.01%00.0%Unchanged
Deseret Mutual Benefit Administrators396$30.7K0.01%00.0%Unchanged
Atwood & Palmer Inc400$31.0K0.00%00.0%Unchanged
DV Trading LLC400$31.0K0.00%+400New