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 |
|---|---|---|---|---|---|
| Bank & Trust Co | 3,202 | $248.2K | 0.18% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 3,204 | $248.3K | 0.02% | +3,204 | New |
| Sanctuary Advisors, LLC | 3,214 | $249.1K | 0.00% | −2,534−44.1% | Reduced |
| Accurate Wealth Management, LLC | 3,132 | $251.5K | 0.03% | +3,132 | New |
| Midwest Trust Co | 3,258 | $252.5K | 0.00% | +90+2.8% | Added |
| Nichols & Pratt Advisers LLP | 3,270 | $253.4K | 0.02% | 00.0% | Unchanged |
| Eastern Bank | 3,304 | $256.1K | 0.00% | +6+0.2% | Added |
| Capital Square, LLC | 3,331 | $258.1K | 0.13% | +2+0.1% | Added |
| Elyxium Wealth, LLC | 3,332 | $258.2K | 0.07% | +49+1.5% | Added |
| Exchange Traded Concepts, LLC | 3,399 | $263.4K | 0.00% | +3,399 | New |
| Diversified Enterprises, LLC | 3,403 | $263.7K | 0.02% | +3,403 | New |
| Vontobel Holding Ltd. | 3,405 | $263.9K | 0.00% | +3,405 | New |
| Resources Investment Advisors, LLC. | 3,410 | $264.3K | 0.00% | −74−2.1% | Reduced |
| Prudential PLC | 3,423 | $265.3K | 0.00% | −450−11.6% | Reduced |
| J.W. Cole Advisors, Inc. | 4,145 | $267.0K | 0.01% | −1,395−25.2% | Reduced |
| Horizon Investments, LLC | 3,464 | $268.5K | 0.00% | −71,962−95.4% | Reduced |
| Sage Rhino Capital LLC | 3,479 | $269.6K | 0.05% | +50+1.5% | Added |
| Hanson & Doremus Investment Management | 3,480 | $270.0K | 0.03% | 00.0% | Unchanged |
| NDVR, Inc. | 3,488 | $270.3K | 0.22% | −824−19.1% | Reduced |
| Spinnaker Trust | 3,515 | $272.4K | 0.01% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 3,533 | $273.8K | 0.01% | −108−3.0% | Reduced |
| Jacobi Capital Management LLC | 3,553 | $275.4K | 0.02% | +542+18.0% | Added |
| Welch & Forbes LLC | 3,572 | $276.8K | 0.00% | 00.0% | Unchanged |
| Krilogy Financial LLC | 3,626 | $277.0K | 0.01% | −334−8.4% | Reduced |
| Catalyst Funds Management Pty Ltd | 3,600 | $279.0K | 0.06% | −7,900−68.7% | Reduced |
| Childress Capital Advisors, LLC | 3,668 | $284.3K | 0.05% | +3,668 | New |
| Valeo Financial Advisors, LLC | 3,714 | $287.8K | 0.01% | +169+4.8% | Added |
| Clearstead Advisors, LLC | 3,746 | $290.3K | 0.00% | −287−7.1% | Reduced |
| Apollon Wealth Management, LLC | 3,747 | $290.4K | 0.01% | −65−1.7% | Reduced |
| Centurion Wealth Management LLC | 3,750 | $290.6K | 0.06% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 3,763 | $291.6K | 0.02% | +3,763 | New |
| Moors & Cabot, Inc. | 3,791 | $293.8K | 0.01% | 00.0% | Unchanged |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 3,800 | $294.5K | 0.00% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 3,824 | $296.4K | 0.01% | +3,824 | New |
| Baker Avenue Asset Management, LP | 3,873 | $300.2K | 0.01% | +3,873 | New |
| Diversified Trust Co | 3,894 | $301.8K | 0.01% | −18−0.5% | Reduced |
| F/M Investments LLC | 3,930 | $304.6K | 0.01% | 00.0% | Unchanged |
| Paulson Wealth Management Inc. | 3,980 | $308.4K | 0.07% | 00.0% | Unchanged |
| Worldquant Millennium Advisors LLC | 3,991 | $309.3K | 0.00% | +3,991 | New |
| Schulhoff & Co Inc | 4,000 | $310.0K | 0.13% | 00.0% | Unchanged |
| Arnhold LLC | 4,000 | $310.0K | 0.02% | 00.0% | Unchanged |
| STRS Ohio | 4,049 | $313.8K | 0.00% | +7+0.2% | Added |
| Mather Group, LLC. | 4,060 | $314.6K | 0.00% | +10.0% | Added |
| Umb Bank N A | 4,066 | $315.1K | 0.00% | +273+7.2% | Added |
| Seeds Investor LLC | 4,070 | $315.4K | 0.06% | +232+6.0% | Added |
| Wetzel Investment Advisors, Inc. | 4,190 | $324.7K | 0.13% | 00.0% | Unchanged |
| Net Worth Advisory Group | 4,256 | $329.8K | 0.07% | −61−1.4% | Reduced |
| Ballentine Partners, LLC | 4,324 | $335.1K | 0.00% | −200−4.4% | Reduced |
| Delta Asset Management LLC | 4,325 | $335.2K | 0.03% | 00.0% | Unchanged |
| StoneX Group Inc. | 4,334 | $335.9K | 0.01% | +223+5.4% | Added |
| FourThought Financial Partners, LLC | 4,344 | $336.7K | 0.03% | +5+0.1% | Added |
| Jain Global LLC | 4,371 | $338.8K | 0.00% | +4,371 | New |
| AlTi Global, Inc. | 4,433 | $343.5K | 0.01% | −539−10.8% | Reduced |
| Newport Capital Group, LLC | 4,444 | $344.4K | 0.21% | 00.0% | Unchanged |
| Coastline Trust Co | 4,470 | $346.4K | 0.03% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 4,480 | $349.0K | 0.00% | +4,480 | New |
| Patriot Financial Group Insurance Agency, LLC | 4,552 | $352.8K | 0.04% | −86−1.9% | Reduced |
| Numerai GP LLC | 4,578 | $354.8K | 0.04% | −689−13.1% | Reduced |
| Scientech Research LLC | 4,604 | $356.8K | 0.22% | +4,604 | New |
| SageView Advisory Group, LLC | 4,624 | $358.3K | 0.01% | −243−5.0% | Reduced |
| Aster Capital Management (DIFC) Ltd | 4,658 | $361.0K | 0.16% | +3,244+229.4% | Added |
| Everence Capital Management Inc | 4,670 | $362.0K | 0.02% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 4,704 | $364.6K | 0.46% | −492−9.5% | Reduced |
| Quadrant Capital Group LLC | 4,737 | $367.1K | 0.01% | +30+0.6% | Added |
| Kestra Private Wealth Services, LLC | 4,744 | $367.7K | 0.00% | +265+5.9% | Added |
| Perigon Wealth Management, LLC | 4,858 | $376.5K | 0.01% | +323+7.1% | Added |
| Boston Private Wealth LLC | 4,864 | $377.0K | 0.02% | +4,864 | New |
| KBC Group NV | 4,890 | $379.0K | 0.00% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 4,939 | $382.8K | 0.00% | +1,388+39.1% | Added |
| Allworth Financial LP | 4,996 | $387.2K | 0.00% | −39−0.8% | Reduced |
| Blair William & Co | 5,051 | $391.5K | 0.00% | +53+1.1% | Added |
| Brooks, Moore & Associates, Inc. | 5,098 | $395.1K | 0.19% | 00.0% | Unchanged |
| Fieldview Capital Management, LLC | 5,102 | $395.4K | 0.07% | +5,102 | New |
| Denali Advisors LLC | 5,120 | $396.8K | 0.04% | +5,120 | New |
| Wealthspire Advisors, LLC | 5,187 | $402.0K | 0.00% | +3,335+180.1% | Added |
| Wedbush Securities Inc | 5,214 | $404.0K | 0.01% | −138−2.6% | Reduced |
| Brown Brothers Harriman & Co | 5,214 | $404.1K | 0.00% | +876+20.2% | Added |
| NorthRock Partners, LLC | 5,218 | $404.4K | 0.01% | −3,199−38.0% | Reduced |
| CIBC Private Wealth Group, LLC | 5,252 | $407.0K | 0.00% | −362−6.4% | Reduced |
| Credit Agricole S A | 5,286 | $409.7K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 5,300 | $410.8K | 0.01% | +350+7.1% | Added |
| Shelton Capital Management | 5,302 | $410.9K | 0.01% | −387−6.8% | Reduced |
| Atomi Financial Group, Inc. | 5,306 | $411.3K | 0.01% | −442−7.7% | Reduced |
| Pallas Capital Advisors LLC | 5,315 | $411.9K | 0.01% | +180+3.5% | Added |
| Great Lakes Advisors, LLC | 5,346 | $414.3K | 0.00% | −148−2.7% | Reduced |
| Kingsview Wealth Management, LLC | 5,393 | $418.0K | 0.01% | +317+6.2% | Added |
| First Horizon Corp | 5,443 | $421.8K | 0.02% | −362−6.2% | Reduced |
| Csenge Advisory Group | 5,462 | $423.3K | 0.02% | −13−0.2% | Reduced |
| Lido Advisors, LLC | 5,459 | $424.6K | 0.00% | +85+1.6% | Added |
| Sharpepoint LLC | 5,501 | $426.3K | 0.26% | +5,501 | New |
| Atria Investments LLC | 5,518 | $427.6K | 0.00% | −281−4.8% | Reduced |
| Longfellow Investment Management Co LLC | 5,576 | $432.1K | 0.10% | 00.0% | Unchanged |
| Quent Capital, LLC | 5,588 | $433.1K | 0.03% | −18−0.3% | Reduced |
| TD Capital Management LLC | 5,657 | $438.4K | 0.04% | 00.0% | Unchanged |
| Integrity Alliance, LLC. | 5,683 | $440.4K | 0.02% | +5,683 | New |
| 111 Capital | 5,699 | $441.7K | 0.10% | +1,570+38.0% | Added |
| Brown Advisory Inc | 5,735 | $444.5K | 0.00% | +50+0.9% | Added |
| Aries Wealth Management | 5,736 | $444.5K | 0.10% | −110−1.9% | Reduced |
| IHT Wealth Management, LLC | 5,750 | $445.6K | 0.01% | −73−1.3% | Reduced |
| Means Investment Co., Inc. | 5,770 | $447.2K | 0.04% | +24+0.4% | Added |