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