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.
| 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, Q4 2025
Shares, value and share of portfolio for each institution holding Unum Group; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Triumph Capital Management | 400 | $31.0K | 0.01% | +400 | New |
| Legacy Wealth Managment, LLC | 411 | $31.9K | 0.02% | +41+11.1% | Added |
| N.E.W. Advisory Services LLC | 427 | $33.1K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 427 | $33.1K | 0.00% | +1+0.2% | Added |
| McIlrath & Eck, LLC | 463 | $35.9K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 470 | $36.4K | 0.00% | +470 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 478 | $36.9K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 500 | $38.8K | 0.03% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 500 | $38.8K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 521 | $40.4K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 571 | $44.3K | 0.03% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 608 | $47.1K | 0.01% | +20+3.4% | Added |
| True Wealth Design, LLC | 608 | $47.1K | 0.01% | +21+3.6% | Added |
| St Germain D J Co Inc | 610 | $47.3K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 620 | $48.0K | 0.03% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 623 | $48.3K | 0.02% | +623 | New |
| Sound Income Strategies, LLC | 688 | $52.4K | 0.00% | +259+60.4% | Added |
| Los Angeles Capital Management LLC | 723 | $53.1K | 0.00% | +723 | New |
| MCF Advisors LLC | 705 | $54.6K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 794 | $61.5K | 0.00% | +12+1.5% | Added |
| Essential Partners LLC | 825 | $63.9K | 0.02% | −432−34.4% | Reduced |
| Geneos Wealth Management Inc. | 832 | $64.5K | 0.00% | +3+0.4% | Added |
| Ancora Advisors, LLC | 848 | $65.7K | 0.00% | +421+98.6% | Added |
| Harbour Investments, Inc. | 875 | $67.8K | 0.00% | −7−0.8% | Reduced |
| SBI Securities Co., Ltd. | 916 | $71.0K | 0.00% | −254−21.7% | Reduced |
| V-Square Quantitative Management LLC | 932 | $72.2K | 0.01% | +932 | New |
| Capital Analysts, LLC | 952 | $74.0K | 0.00% | −542−36.3% | Reduced |
| Central Trust Co | 1,000 | $77.5K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,027 | $79.6K | 0.01% | +59+6.1% | Added |
| Hoey Investments, Inc | 1,050 | $81.4K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,090 | $84.5K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 1,099 | $85.2K | 0.00% | +116+11.8% | Added |
| William B. Walkup & Associates, Inc. | 1,130 | $87.6K | 0.05% | +275+32.2% | Added |
| Parkside Financial Bank & Trust | 1,146 | $88.8K | 0.01% | +82+7.7% | Added |
| Proffitt & Goodson Inc | 1,154 | $89.4K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,172 | $92.2K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,186 | $93.3K | 0.00% | +862+266.0% | Added |
| Center for Financial Planning, Inc. | 1,234 | $95.6K | 0.01% | +190+18.2% | Added |
| Basecamp Wealth Advisors LLC | 1,248 | $96.7K | 0.02% | +1,248 | New |
| WPG Advisers, LLC | 1,331 | $103.2K | 0.08% | +33+2.5% | Added |
| Westfuller Advisors, LLC | 1,375 | $106.6K | 0.04% | −52−3.6% | Reduced |
| Richardson Financial Services Inc. | 1,495 | $115.9K | 0.07% | −50−3.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,512 | $117.2K | 0.00% | +98+6.9% | Added |
| Covestor Ltd | 1,537 | $119.0K | 0.06% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,614 | $125.1K | 0.03% | −26−1.6% | Reduced |
| Caitlin John, LLC | 1,658 | $128.5K | 0.08% | −4,181−71.6% | Reduced |
| Danske Bank A/S | 1,700 | $131.8K | 0.00% | +1,100+183.3% | Added |
| TD Waterhouse Canada Inc. | 1,851 | $143.4K | 0.00% | −448−19.5% | Reduced |
| Atlantic Union Bankshares Corp | 1,900 | $147.3K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 1,904 | $147.6K | 0.06% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,932 | $149.7K | 0.02% | +998+106.9% | Added |
| EverSource Wealth Advisors, LLC | 1,986 | $153.9K | 0.01% | −78−3.8% | Reduced |
| Rothschild Investment LLC | 2,019 | $156.5K | 0.01% | −1,116−35.6% | Reduced |
| Measured Wealth Private Client Group, LLC | 2,066 | $160.1K | 0.04% | −3,269−61.3% | Reduced |
| Nomura Asset Management Co Ltd | 2,080 | $161.2K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 2,189 | $170.0K | 0.00% | +997+83.6% | Added |
| Curat Global, LLC | 2,195 | $170.1K | 0.19% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,238 | $173.4K | 0.00% | +45+2.1% | Added |
| J.Safra Asset Management Corp | 2,340 | $181.3K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,444 | $189.4K | 0.00% | −144−5.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,546 | $197.0K | 0.00% | +532+26.4% | Added |
| Toth Financial Advisory Corp | 2,559 | $198.3K | 0.02% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 2,587 | $200.5K | 0.00% | −120−4.4% | Reduced |
| HighPoint Advisor Group LLC | 2,603 | $201.7K | 0.00% | +2,603 | New |
| Jump Financial, LLC | 2,607 | $202.0K | 0.00% | −37,164−93.4% | Reduced |
| Ariadne Wealth Management, LP | 2,865 | $204.2K | 0.08% | −105−3.5% | Reduced |
| Norden Group LLC | 2,637 | $204.5K | 0.02% | +49+1.9% | Added |
| Private Trust Co NA | 2,657 | $205.9K | 0.02% | 00.0% | Unchanged |
| Leigh Baldwin & Co., LLC | 2,690 | $208.0K | 0.14% | 00.0% | Unchanged |
| Beacon Financial Group | 2,706 | $209.7K | 0.02% | −544−16.7% | Reduced |
| West Branch Capital LLC | 2,709 | $209.9K | 0.05% | 00.0% | Unchanged |
| Torren Management, LLC | 2,718 | $210.7K | 0.11% | +2,718 | New |
| BTG Pactual Asset Management US LLC | 2,732 | $211.7K | 0.02% | +2,732 | New |
| Sterling Investment Counsel, LLC | 2,944 | $215.0K | 0.06% | +2,944 | New |
| Crestwood Advisors Group LLC | 2,782 | $215.6K | 0.00% | +2,782 | New |
| Oak Thistle LLC | 2,810 | $217.8K | 0.03% | −13,742−83.0% | Reduced |
| Smartleaf Asset Management LLC | 2,781 | $217.9K | 0.01% | +149+5.7% | Added |
| PFG Investments, LLC | 2,824 | $218.9K | 0.01% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 2,857 | $221.4K | 0.01% | +2,857 | New |
| Choate Investment Advisors | 2,869 | $222.3K | 0.00% | −5−0.2% | Reduced |
| Capital Investment Advisors, LLC | 2,873 | $222.6K | 0.00% | +10.0% | Added |
| Camden Capital, LLC | 2,879 | $223.1K | 0.01% | +2,879 | New |
| Sagespring Wealth Partners, LLC | 2,898 | $224.6K | 0.00% | +2,898 | New |
| DRW Securities, LLC | 2,914 | $225.8K | 0.02% | +2,914 | New |
| Portland Global Advisors LLC | 2,925 | $226.7K | 0.02% | −1,873−39.0% | Reduced |
| MJP Associates Inc | 2,927 | $226.9K | 0.03% | +69+2.4% | Added |
| Advisor OS, LLC | 2,927 | $226.9K | 0.02% | +69+2.4% | Added |
| Optas, LLC | 2,945 | $228.2K | 0.04% | +2,945 | New |
| GDS Wealth Management | 2,967 | $229.9K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,987 | $231.5K | 0.00% | −10.0% | Reduced |
| Sage Capital Management, LLC | 2,988 | $231.7K | 0.11% | +16+0.5% | Added |
| Prime Capital Investment Advisors, LLC | 2,998 | $232.4K | 0.00% | +2,998 | New |
| Sigma Planning Corp | 3,026 | $234.5K | 0.01% | −195−6.1% | Reduced |
| Advisors Asset Management, Inc. | 3,057 | $236.9K | 0.00% | −1,424−31.8% | Reduced |
| Fidelis Capital Partners, LLC | 3,122 | $242.0K | 0.02% | +45+1.5% | Added |
| Profund Advisors LLC | 3,125 | $242.2K | 0.01% | −372−10.6% | Reduced |
| Ronald Blue Trust, Inc. | 3,130 | $242.6K | 0.00% | −86−2.7% | Reduced |
| Clarius Group, LLC | 3,176 | $246.1K | 0.01% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 3,194 | $247.5K | 0.02% | +3,194 | New |
| KPP Advisory Services LLC | 3,194 | $247.5K | 0.04% | −25−0.8% | Reduced |