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 |
|---|---|---|---|---|---|
| Fifth Third Wealth Advisors LLC | 5,840 | $452.6K | 0.02% | +74+1.3% | Added |
| Glenview Trust Co | 5,863 | $454.4K | 0.01% | 00.0% | Unchanged |
| Cynosure Management, LLC | 5,912 | $458.2K | 0.05% | +5,912 | New |
| Plancorp, LLC | 5,926 | $459.3K | 0.01% | +4+0.1% | Added |
| Patten Group, Inc. | 5,930 | $459.6K | 0.09% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 5,938 | $460.2K | 0.19% | +4+0.1% | Added |
| North Dakota State Investment Board | 5,952 | $461.3K | 0.02% | +5,952 | New |
| Wealthstar Advisors, LLC | 5,953 | $461.4K | 0.25% | −632−9.6% | Reduced |
| Kera Capital Partners, Inc. | 6,094 | $463.0K | 0.06% | +6,094 | New |
| GWM Advisors LLC | 6,001 | $465.1K | 0.00% | +220+3.8% | Added |
| Hamilton Capital Partners Inc. | 6,069 | $470.3K | 0.02% | −1,817−23.0% | Reduced |
| IFP Advisors, Inc | 6,095 | $472.4K | 0.01% | −666−9.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 6,134 | $475.4K | 0.03% | −100−1.6% | Reduced |
| FORA Capital, LLC | 6,190 | $479.7K | 0.06% | +6,190 | New |
| Walleye Trading LLC | 6,192 | $479.9K | 0.01% | +292+4.9% | Added |
| Forum Financial Management, LP | 6,298 | $488.1K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 6,298 | $488.1K | 0.03% | +118+1.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 6,311 | $489.1K | 0.00% | −53−0.8% | Reduced |
| R Squared Ltd | 6,335 | $491.0K | 0.23% | +6,335 | New |
| Integrated Wealth Concepts LLC | 6,475 | $501.8K | 0.01% | −3,180−32.9% | Reduced |
| Regions Financial Corp | 6,475 | $501.8K | 0.00% | +184+2.9% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6,497 | $503.5K | 0.06% | −119−1.8% | Reduced |
| Erste Asset Management GmbH | 6,500 | $510.7K | 0.00% | −2,100−24.4% | Reduced |
| AlphaGrep UK Ltd | 6,770 | $524.7K | 0.18% | +6,770 | New |
| Callan Family Office, LLC | 6,812 | $527.9K | 0.01% | +422+6.6% | Added |
| Baader Bank INC | 6,831 | $529.4K | 0.04% | +6,831 | New |
| Farther Finance Advisors, LLC | 7,034 | $545.1K | 0.01% | +3,632+106.8% | Added |
| Oxford Asset Management LLP | 7,111 | $551.1K | 0.19% | +7,111 | New |
| Advisors Capital Management, LLC | 7,195 | $557.7K | 0.01% | +732+11.3% | Added |
| Baird Financial Group, Inc. | 7,241 | $561.2K | 0.00% | +45+0.6% | Added |
| BancorpSouth Bank | 7,248 | $561.7K | 0.03% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 7,293 | $565.2K | 0.05% | +7,293 | New |
| Meeder Advisory Services, Inc. | 7,446 | $577.0K | 0.02% | −182−2.4% | Reduced |
| Envestnet Asset Management Inc | 7,459 | $578.1K | 0.00% | −6,203−45.4% | Reduced |
| Campion Asset Management LLC | 7,529 | $583.5K | 0.41% | −76−1.0% | Reduced |
| Zacks Investment Management | 7,565 | $586.3K | 0.00% | −189−2.4% | Reduced |
| Swiss Life Asset Management Ltd | 7,639 | $592.0K | 0.00% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 7,666 | $594.1K | 0.02% | −117−1.5% | Reduced |
| GWN Securities Inc. | 7,677 | $595.0K | 0.12% | +1,787+30.3% | Added |
| Magnetar Financial LLC | 7,705 | $597.1K | 0.01% | +7,705 | New |
| D.A. Davidson & Co. | 7,778 | $602.9K | 0.00% | −103−1.3% | Reduced |
| Voleon Capital Management LP | 7,816 | $605.7K | 0.01% | +2,755+54.4% | Added |
| JMN Financial LLC | 7,890 | $611.5K | 0.61% | +7,890 | New |
| Total Wealth Planning & Management, Inc. | 7,988 | $619.1K | 0.49% | +7,988 | New |
| RSM US Wealth Management LLC | 7,940 | $621.9K | 0.01% | +241+3.1% | Added |
| Prosperity Consulting Group, LLC | 8,029 | $622.2K | 0.03% | +114+1.4% | Added |
| Syon Capital LLC | 8,076 | $625.9K | 0.03% | +3,593+80.1% | Added |
| State of Wyoming | 8,089 | $626.9K | 0.07% | −5,211−39.2% | Reduced |
| Dumont & Blake Investment Advisors LLC | 8,104 | $628.0K | 0.15% | −329−3.9% | Reduced |
| CIBC Asset Management Inc | 8,130 | $630.1K | 0.00% | +2,137+35.7% | Added |
| Pursuit Wealth Management LLC | 8,131 | $630.1K | 0.54% | +8,131 | New |
| Toroso Investments, LLC | 8,132 | $630.2K | 0.00% | −2,756−25.3% | Reduced |
| Ameritas Advisory Services, LLC | 8,231 | $637.9K | 0.02% | +8,231 | New |
| SRS Capital Advisors, Inc. | 8,279 | $641.6K | 0.02% | −3,135−27.5% | Reduced |
| Aspen Investment Management Inc | 8,330 | $646.0K | 0.19% | +8,330 | New |
| Ieq Capital, LLC | 8,363 | $648.1K | 0.00% | −36,183−81.2% | Reduced |
| Jones Financial Companies LLLP | 8,381 | $649.5K | 0.00% | −34−0.4% | Reduced |
| Tower Research Capital LLC (TRC) | 8,387 | $650.0K | 0.02% | +562+7.2% | Added |
| Maryland State Retirement & Pension System | 8,486 | $657.7K | 0.01% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 8,553 | $662.9K | 0.01% | +96+1.1% | Added |
| Old Port Advisors | 8,729 | $676.5K | 0.17% | −242−2.7% | Reduced |
| Brinker Capital Investments, LLC | 8,740 | $677.3K | 0.00% | +102+1.2% | Added |
| Private Advisor Group, LLC | 8,868 | $687.2K | 0.00% | −1,036−10.5% | Reduced |
| Utah Retirement Systems | 8,948 | $693.5K | 0.01% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 9,050 | $701.4K | 0.01% | +9,050 | New |
| Oppenheimer & Co Inc | 9,129 | $707.5K | 0.01% | −534−5.5% | Reduced |
| GAMMA Investing LLC | 9,166 | $710.4K | 0.04% | +934+11.3% | Added |
| United Capital Financial Advisers, LLC | 9,396 | $728.2K | 0.00% | −157−1.6% | Reduced |
| Kestra Advisory Services, LLC | 9,401 | $728.6K | 0.00% | +366+4.1% | Added |
| Old National Bancorp | 9,403 | $728.7K | 0.01% | −32−0.3% | Reduced |
| Skopos Labs, Inc. | 9,302 | $730.8K | 0.03% | +2,876+44.8% | Added |
| Carret Asset Management, LLC | 9,482 | $734.9K | 0.07% | −250−2.6% | Reduced |
| Venture Visionary Partners LLC | 9,595 | $743.6K | 0.02% | +57+0.6% | Added |
| Belpointe Asset Management LLC | 9,630 | $746.3K | 0.03% | +227+2.4% | Added |
| Paradigm Financial Partners, LLC | 9,810 | $760.3K | 0.08% | −799−7.5% | Reduced |
| Greenleaf Trust | 9,885 | $766.1K | 0.01% | −171−1.7% | Reduced |
| Jefferies Financial Group Inc. | 10,000 | $775.0K | 0.01% | +10,000 | New |
| Sterling Capital Management LLC | 10,022 | $776.7K | 0.01% | −429−4.1% | Reduced |
| M&T Bank Corp | 10,035 | $777.7K | 0.00% | +268+2.7% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,092 | $782.1K | 0.01% | +5,259+108.8% | Added |
| AE Wealth Management LLC | 10,129 | $785.0K | 0.00% | +1,693+20.1% | Added |
| EP Wealth Advisors, LLC | 10,212 | $791.4K | 0.00% | +10,212 | New |
| L2 Asset Management, LLC | 10,343 | $801.6K | 0.11% | +166+1.6% | Added |
| Ashton Thomas Private Wealth, LLC | 10,362 | $803.1K | 0.02% | +1,176+12.8% | Added |
| CAPROCK Group, Inc. | 10,403 | $806.2K | 0.02% | +10,403 | New |
| Boxwood Ventures, Inc. | 10,412 | $806.9K | 0.81% | 00.0% | Unchanged |
| Abacus Wealth Partners, LLC | 10,739 | $832.3K | 0.08% | +10,739 | New |
| Aaron Wealth Advisors | 10,742 | $832.5K | 0.05% | +1,842+20.7% | Added |
| Chicago Partners Investment Group LLC | 11,052 | $841.1K | 0.02% | +1,019+10.2% | Added |
| Patten & Patten Inc | 11,077 | $858.5K | 0.05% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 11,085 | $859.1K | 0.06% | +66+0.6% | Added |
| Keel Point, LLC | 11,152 | $864.3K | 0.05% | −100−0.9% | Reduced |
| Securian Asset Management, Inc | 11,219 | $869.5K | 0.03% | −515−4.4% | Reduced |
| Crossmark Global Holdings, Inc. | 11,221 | $869.6K | 0.01% | −19,551−63.5% | Reduced |
| Park Avenue Securities LLC | 11,222 | $870.0K | 0.01% | +330+3.0% | Added |
| HSBC Holdings PLC | 11,259 | $873.2K | 0.00% | −33,046−74.6% | Reduced |
| DMG Group, LLC | 11,333 | $878.3K | 0.59% | +373+3.4% | Added |
| BOS Asset Management, LLC | 11,368 | $881.0K | 0.24% | −1,067−8.6% | Reduced |
| Inceptionr LLC | 11,371 | $881.3K | 0.24% | +11,371 | New |
| HM Payson & Co | 11,389 | $882.6K | 0.01% | −598−5.0% | Reduced |