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 |
|---|---|---|---|---|---|
| Inceptionr LLC | 11,371 | $881.3K | 0.24% | +11,371 | New |
| BOS Asset Management, LLC | 11,368 | $881.0K | 0.24% | −1,067−8.6% | Reduced |
| DMG Group, LLC | 11,333 | $878.3K | 0.59% | +373+3.4% | Added |
| HSBC Holdings PLC | 11,259 | $873.2K | 0.00% | −33,046−74.6% | Reduced |
| Park Avenue Securities LLC | 11,222 | $870.0K | 0.01% | +330+3.0% | Added |
| Crossmark Global Holdings, Inc. | 11,221 | $869.6K | 0.01% | −19,551−63.5% | Reduced |
| Securian Asset Management, Inc | 11,219 | $869.5K | 0.03% | −515−4.4% | Reduced |
| Keel Point, LLC | 11,152 | $864.3K | 0.05% | −100−0.9% | Reduced |
| Financial Advisory Service, Inc. | 11,085 | $859.1K | 0.06% | +66+0.6% | Added |
| Patten & Patten Inc | 11,077 | $858.5K | 0.05% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 11,052 | $841.1K | 0.02% | +1,019+10.2% | Added |
| Aaron Wealth Advisors | 10,742 | $832.5K | 0.05% | +1,842+20.7% | Added |
| Abacus Wealth Partners, LLC | 10,739 | $832.3K | 0.08% | +10,739 | New |
| Boxwood Ventures, Inc. | 10,412 | $806.9K | 0.81% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 10,403 | $806.2K | 0.02% | +10,403 | New |
| Ashton Thomas Private Wealth, LLC | 10,362 | $803.1K | 0.02% | +1,176+12.8% | Added |
| L2 Asset Management, LLC | 10,343 | $801.6K | 0.11% | +166+1.6% | Added |
| EP Wealth Advisors, LLC | 10,212 | $791.4K | 0.00% | +10,212 | New |
| AE Wealth Management LLC | 10,129 | $785.0K | 0.00% | +1,693+20.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,092 | $782.1K | 0.01% | +5,259+108.8% | Added |
| M&T Bank Corp | 10,035 | $777.7K | 0.00% | +268+2.7% | Added |
| Sterling Capital Management LLC | 10,022 | $776.7K | 0.01% | −429−4.1% | Reduced |
| Jefferies Financial Group Inc. | 10,000 | $775.0K | 0.01% | +10,000 | New |
| Greenleaf Trust | 9,885 | $766.1K | 0.01% | −171−1.7% | Reduced |
| Paradigm Financial Partners, LLC | 9,810 | $760.3K | 0.08% | −799−7.5% | Reduced |
| Belpointe Asset Management LLC | 9,630 | $746.3K | 0.03% | +227+2.4% | Added |
| Venture Visionary Partners LLC | 9,595 | $743.6K | 0.02% | +57+0.6% | Added |
| Carret Asset Management, LLC | 9,482 | $734.9K | 0.07% | −250−2.6% | Reduced |
| Skopos Labs, Inc. | 9,302 | $730.8K | 0.03% | +2,876+44.8% | Added |
| Old National Bancorp | 9,403 | $728.7K | 0.01% | −32−0.3% | Reduced |
| Kestra Advisory Services, LLC | 9,401 | $728.6K | 0.00% | +366+4.1% | Added |
| United Capital Financial Advisers, LLC | 9,396 | $728.2K | 0.00% | −157−1.6% | Reduced |
| GAMMA Investing LLC | 9,166 | $710.4K | 0.04% | +934+11.3% | Added |
| Oppenheimer & Co Inc | 9,129 | $707.5K | 0.01% | −534−5.5% | Reduced |
| Picton Mahoney Asset Management | 9,050 | $701.4K | 0.01% | +9,050 | New |
| Utah Retirement Systems | 8,948 | $693.5K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 8,868 | $687.2K | 0.00% | −1,036−10.5% | Reduced |
| Brinker Capital Investments, LLC | 8,740 | $677.3K | 0.00% | +102+1.2% | Added |
| Old Port Advisors | 8,729 | $676.5K | 0.17% | −242−2.7% | Reduced |
| Mutual Advisors, LLC | 8,553 | $662.9K | 0.01% | +96+1.1% | Added |
| Maryland State Retirement & Pension System | 8,486 | $657.7K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 8,387 | $650.0K | 0.02% | +562+7.2% | Added |
| Jones Financial Companies LLLP | 8,381 | $649.5K | 0.00% | −34−0.4% | Reduced |
| Ieq Capital, LLC | 8,363 | $648.1K | 0.00% | −36,183−81.2% | Reduced |
| Aspen Investment Management Inc | 8,330 | $646.0K | 0.19% | +8,330 | New |
| SRS Capital Advisors, Inc. | 8,279 | $641.6K | 0.02% | −3,135−27.5% | Reduced |
| Ameritas Advisory Services, LLC | 8,231 | $637.9K | 0.02% | +8,231 | New |
| Toroso Investments, LLC | 8,132 | $630.2K | 0.00% | −2,756−25.3% | Reduced |
| Pursuit Wealth Management LLC | 8,131 | $630.1K | 0.54% | +8,131 | New |
| CIBC Asset Management Inc | 8,130 | $630.1K | 0.00% | +2,137+35.7% | Added |
| Dumont & Blake Investment Advisors LLC | 8,104 | $628.0K | 0.15% | −329−3.9% | Reduced |
| State of Wyoming | 8,089 | $626.9K | 0.07% | −5,211−39.2% | Reduced |
| Syon Capital LLC | 8,076 | $625.9K | 0.03% | +3,593+80.1% | Added |
| Prosperity Consulting Group, LLC | 8,029 | $622.2K | 0.03% | +114+1.4% | Added |
| RSM US Wealth Management LLC | 7,940 | $621.9K | 0.01% | +241+3.1% | Added |
| Total Wealth Planning & Management, Inc. | 7,988 | $619.1K | 0.49% | +7,988 | New |
| JMN Financial LLC | 7,890 | $611.5K | 0.61% | +7,890 | New |
| Voleon Capital Management LP | 7,816 | $605.7K | 0.01% | +2,755+54.4% | Added |
| D.A. Davidson & Co. | 7,778 | $602.9K | 0.00% | −103−1.3% | Reduced |
| Magnetar Financial LLC | 7,705 | $597.1K | 0.01% | +7,705 | New |
| GWN Securities Inc. | 7,677 | $595.0K | 0.12% | +1,787+30.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 7,666 | $594.1K | 0.02% | −117−1.5% | Reduced |
| Swiss Life Asset Management Ltd | 7,639 | $592.0K | 0.00% | 00.0% | Unchanged |
| Zacks Investment Management | 7,565 | $586.3K | 0.00% | −189−2.4% | Reduced |
| Campion Asset Management LLC | 7,529 | $583.5K | 0.41% | −76−1.0% | Reduced |
| Envestnet Asset Management Inc | 7,459 | $578.1K | 0.00% | −6,203−45.4% | Reduced |
| Meeder Advisory Services, Inc. | 7,446 | $577.0K | 0.02% | −182−2.4% | Reduced |
| Mirabella Financial Services LLP | 7,293 | $565.2K | 0.05% | +7,293 | New |
| BancorpSouth Bank | 7,248 | $561.7K | 0.03% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 7,241 | $561.2K | 0.00% | +45+0.6% | Added |
| Advisors Capital Management, LLC | 7,195 | $557.7K | 0.01% | +732+11.3% | Added |
| Oxford Asset Management LLP | 7,111 | $551.1K | 0.19% | +7,111 | New |
| Farther Finance Advisors, LLC | 7,034 | $545.1K | 0.01% | +3,632+106.8% | Added |
| Baader Bank INC | 6,831 | $529.4K | 0.04% | +6,831 | New |
| Callan Family Office, LLC | 6,812 | $527.9K | 0.01% | +422+6.6% | Added |
| AlphaGrep UK Ltd | 6,770 | $524.7K | 0.18% | +6,770 | New |
| Erste Asset Management GmbH | 6,500 | $510.7K | 0.00% | −2,100−24.4% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6,497 | $503.5K | 0.06% | −119−1.8% | Reduced |
| Regions Financial Corp | 6,475 | $501.8K | 0.00% | +184+2.9% | Added |
| Integrated Wealth Concepts LLC | 6,475 | $501.8K | 0.01% | −3,180−32.9% | Reduced |
| R Squared Ltd | 6,335 | $491.0K | 0.23% | +6,335 | New |
| Wiley Bros.-Aintree Capital, LLC | 6,311 | $489.1K | 0.00% | −53−0.8% | Reduced |
| 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 |
| Walleye Trading LLC | 6,192 | $479.9K | 0.01% | +292+4.9% | Added |
| FORA Capital, LLC | 6,190 | $479.7K | 0.06% | +6,190 | New |
| Dorsey & Whitney Trust CO LLC | 6,134 | $475.4K | 0.03% | −100−1.6% | Reduced |
| IFP Advisors, Inc | 6,095 | $472.4K | 0.01% | −666−9.9% | Reduced |
| Hamilton Capital Partners Inc. | 6,069 | $470.3K | 0.02% | −1,817−23.0% | Reduced |
| GWM Advisors LLC | 6,001 | $465.1K | 0.00% | +220+3.8% | Added |
| Kera Capital Partners, Inc. | 6,094 | $463.0K | 0.06% | +6,094 | New |
| Wealthstar Advisors, LLC | 5,953 | $461.4K | 0.25% | −632−9.6% | Reduced |
| North Dakota State Investment Board | 5,952 | $461.3K | 0.02% | +5,952 | New |
| Investors Asset Management of Georgia Inc | 5,938 | $460.2K | 0.19% | +4+0.1% | Added |
| Patten Group, Inc. | 5,930 | $459.6K | 0.09% | 00.0% | Unchanged |
| Plancorp, LLC | 5,926 | $459.3K | 0.01% | +4+0.1% | Added |
| Cynosure Management, LLC | 5,912 | $458.2K | 0.05% | +5,912 | New |
| Glenview Trust Co | 5,863 | $454.4K | 0.01% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 5,840 | $452.6K | 0.02% | +74+1.3% | Added |
| Means Investment Co., Inc. | 5,770 | $447.2K | 0.04% | +24+0.4% | Added |