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 |
|---|---|---|---|---|---|
| IHT Wealth Management, LLC | 5,750 | $445.6K | 0.01% | −73−1.3% | Reduced |
| Aries Wealth Management | 5,736 | $444.5K | 0.10% | −110−1.9% | Reduced |
| Brown Advisory Inc | 5,735 | $444.5K | 0.00% | +50+0.9% | Added |
| 111 Capital | 5,699 | $441.7K | 0.10% | +1,570+38.0% | Added |
| Integrity Alliance, LLC. | 5,683 | $440.4K | 0.02% | +5,683 | New |
| TD Capital Management LLC | 5,657 | $438.4K | 0.04% | 00.0% | Unchanged |
| Quent Capital, LLC | 5,588 | $433.1K | 0.03% | −18−0.3% | Reduced |
| Longfellow Investment Management Co LLC | 5,576 | $432.1K | 0.10% | 00.0% | Unchanged |
| Atria Investments LLC | 5,518 | $427.6K | 0.00% | −281−4.8% | Reduced |
| Sharpepoint LLC | 5,501 | $426.3K | 0.26% | +5,501 | New |
| Lido Advisors, LLC | 5,459 | $424.6K | 0.00% | +85+1.6% | Added |
| Csenge Advisory Group | 5,462 | $423.3K | 0.02% | −13−0.2% | Reduced |
| First Horizon Corp | 5,443 | $421.8K | 0.02% | −362−6.2% | Reduced |
| Kingsview Wealth Management, LLC | 5,393 | $418.0K | 0.01% | +317+6.2% | Added |
| Great Lakes Advisors, LLC | 5,346 | $414.3K | 0.00% | −148−2.7% | Reduced |
| Pallas Capital Advisors LLC | 5,315 | $411.9K | 0.01% | +180+3.5% | Added |
| Atomi Financial Group, Inc. | 5,306 | $411.3K | 0.01% | −442−7.7% | Reduced |
| Shelton Capital Management | 5,302 | $410.9K | 0.01% | −387−6.8% | Reduced |
| Arkadios Wealth Advisors | 5,300 | $410.8K | 0.01% | +350+7.1% | Added |
| Credit Agricole S A | 5,286 | $409.7K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 5,252 | $407.0K | 0.00% | −362−6.4% | Reduced |
| NorthRock Partners, LLC | 5,218 | $404.4K | 0.01% | −3,199−38.0% | Reduced |
| Brown Brothers Harriman & Co | 5,214 | $404.1K | 0.00% | +876+20.2% | Added |
| Wedbush Securities Inc | 5,214 | $404.0K | 0.01% | −138−2.6% | Reduced |
| Wealthspire Advisors, LLC | 5,187 | $402.0K | 0.00% | +3,335+180.1% | Added |
| Denali Advisors LLC | 5,120 | $396.8K | 0.04% | +5,120 | New |
| Fieldview Capital Management, LLC | 5,102 | $395.4K | 0.07% | +5,102 | New |
| Brooks, Moore & Associates, Inc. | 5,098 | $395.1K | 0.19% | 00.0% | Unchanged |
| Blair William & Co | 5,051 | $391.5K | 0.00% | +53+1.1% | Added |
| Allworth Financial LP | 4,996 | $387.2K | 0.00% | −39−0.8% | Reduced |
| NewEdge Wealth, LLC | 4,939 | $382.8K | 0.00% | +1,388+39.1% | Added |
| KBC Group NV | 4,890 | $379.0K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 4,864 | $377.0K | 0.02% | +4,864 | New |
| Perigon Wealth Management, LLC | 4,858 | $376.5K | 0.01% | +323+7.1% | Added |
| Kestra Private Wealth Services, LLC | 4,744 | $367.7K | 0.00% | +265+5.9% | Added |
| Quadrant Capital Group LLC | 4,737 | $367.1K | 0.01% | +30+0.6% | Added |
| Tripletail Wealth Management, LLC | 4,704 | $364.6K | 0.46% | −492−9.5% | Reduced |
| Everence Capital Management Inc | 4,670 | $362.0K | 0.02% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 4,658 | $361.0K | 0.16% | +3,244+229.4% | Added |
| SageView Advisory Group, LLC | 4,624 | $358.3K | 0.01% | −243−5.0% | Reduced |
| Scientech Research LLC | 4,604 | $356.8K | 0.22% | +4,604 | New |
| Numerai GP LLC | 4,578 | $354.8K | 0.04% | −689−13.1% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 4,552 | $352.8K | 0.04% | −86−1.9% | Reduced |
| Eurizon Capital SGR S.p.A. | 4,480 | $349.0K | 0.00% | +4,480 | New |
| Coastline Trust Co | 4,470 | $346.4K | 0.03% | 00.0% | Unchanged |
| Newport Capital Group, LLC | 4,444 | $344.4K | 0.21% | 00.0% | Unchanged |
| AlTi Global, Inc. | 4,433 | $343.5K | 0.01% | −539−10.8% | Reduced |
| Jain Global LLC | 4,371 | $338.8K | 0.00% | +4,371 | New |
| FourThought Financial Partners, LLC | 4,344 | $336.7K | 0.03% | +5+0.1% | Added |
| StoneX Group Inc. | 4,334 | $335.9K | 0.01% | +223+5.4% | Added |
| Delta Asset Management LLC | 4,325 | $335.2K | 0.03% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 4,324 | $335.1K | 0.00% | −200−4.4% | Reduced |
| Net Worth Advisory Group | 4,256 | $329.8K | 0.07% | −61−1.4% | Reduced |
| Wetzel Investment Advisors, Inc. | 4,190 | $324.7K | 0.13% | 00.0% | Unchanged |
| Seeds Investor LLC | 4,070 | $315.4K | 0.06% | +232+6.0% | Added |
| Umb Bank N A | 4,066 | $315.1K | 0.00% | +273+7.2% | Added |
| Mather Group, LLC. | 4,060 | $314.6K | 0.00% | +10.0% | Added |
| STRS Ohio | 4,049 | $313.8K | 0.00% | +7+0.2% | Added |
| Schulhoff & Co Inc | 4,000 | $310.0K | 0.13% | 00.0% | Unchanged |
| Arnhold LLC | 4,000 | $310.0K | 0.02% | 00.0% | Unchanged |
| Worldquant Millennium Advisors LLC | 3,991 | $309.3K | 0.00% | +3,991 | New |
| Paulson Wealth Management Inc. | 3,980 | $308.4K | 0.07% | 00.0% | Unchanged |
| F/M Investments LLC | 3,930 | $304.6K | 0.01% | 00.0% | Unchanged |
| Diversified Trust Co | 3,894 | $301.8K | 0.01% | −18−0.5% | Reduced |
| Baker Avenue Asset Management, LP | 3,873 | $300.2K | 0.01% | +3,873 | New |
| TCG Advisory Services, LLC | 3,824 | $296.4K | 0.01% | +3,824 | New |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 3,800 | $294.5K | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 3,791 | $293.8K | 0.01% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 3,763 | $291.6K | 0.02% | +3,763 | New |
| Centurion Wealth Management LLC | 3,750 | $290.6K | 0.06% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 3,747 | $290.4K | 0.01% | −65−1.7% | Reduced |
| Clearstead Advisors, LLC | 3,746 | $290.3K | 0.00% | −287−7.1% | Reduced |
| Valeo Financial Advisors, LLC | 3,714 | $287.8K | 0.01% | +169+4.8% | Added |
| Childress Capital Advisors, LLC | 3,668 | $284.3K | 0.05% | +3,668 | New |
| Catalyst Funds Management Pty Ltd | 3,600 | $279.0K | 0.06% | −7,900−68.7% | Reduced |
| Krilogy Financial LLC | 3,626 | $277.0K | 0.01% | −334−8.4% | Reduced |
| Welch & Forbes LLC | 3,572 | $276.8K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 3,553 | $275.4K | 0.02% | +542+18.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 3,533 | $273.8K | 0.01% | −108−3.0% | Reduced |
| Spinnaker Trust | 3,515 | $272.4K | 0.01% | 00.0% | Unchanged |
| NDVR, Inc. | 3,488 | $270.3K | 0.22% | −824−19.1% | Reduced |
| Hanson & Doremus Investment Management | 3,480 | $270.0K | 0.03% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 3,479 | $269.6K | 0.05% | +50+1.5% | Added |
| Horizon Investments, LLC | 3,464 | $268.5K | 0.00% | −71,962−95.4% | Reduced |
| J.W. Cole Advisors, Inc. | 4,145 | $267.0K | 0.01% | −1,395−25.2% | Reduced |
| Prudential PLC | 3,423 | $265.3K | 0.00% | −450−11.6% | Reduced |
| Resources Investment Advisors, LLC. | 3,410 | $264.3K | 0.00% | −74−2.1% | Reduced |
| Vontobel Holding Ltd. | 3,405 | $263.9K | 0.00% | +3,405 | New |
| Diversified Enterprises, LLC | 3,403 | $263.7K | 0.02% | +3,403 | New |
| Exchange Traded Concepts, LLC | 3,399 | $263.4K | 0.00% | +3,399 | New |
| Elyxium Wealth, LLC | 3,332 | $258.2K | 0.07% | +49+1.5% | Added |
| Capital Square, LLC | 3,331 | $258.1K | 0.13% | +2+0.1% | Added |
| Eastern Bank | 3,304 | $256.1K | 0.00% | +6+0.2% | Added |
| Nichols & Pratt Advisers LLP | 3,270 | $253.4K | 0.02% | 00.0% | Unchanged |
| Midwest Trust Co | 3,258 | $252.5K | 0.00% | +90+2.8% | Added |
| Accurate Wealth Management, LLC | 3,132 | $251.5K | 0.03% | +3,132 | New |
| Sanctuary Advisors, LLC | 3,214 | $249.1K | 0.00% | −2,534−44.1% | Reduced |
| Stokes Family Office, LLC | 3,204 | $248.3K | 0.02% | +3,204 | New |
| Bank & Trust Co | 3,202 | $248.2K | 0.18% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 3,194 | $247.5K | 0.04% | −25−0.8% | Reduced |