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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

Q1 2026 vs. Q4 2025

How the institutions holding Unum Group changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of UNM: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders69912702+15
Shares145.7M32.8M126.6M+13.7M (+12.2%)
Value$11.3B$2.54B$9.25B+$504.7M (+5.8%)

12 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (90)

Institutions that held Unum Group at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to UNM in Q1 2026
InstitutionSharesValue% of portfolio
Vanguard Portfolio Management LLC9,339,402$682.1M0.04%
Vanguard Capital Management LLC6,941,460$506.9M0.01%
Vanguard Fiduciary Trust Co949,530$69.3M0.02%
Assenagon Asset Management S.A.231,586$16.9M0.03%
Vanguard Asset Management, Ltd143,185$10.5M0.01%
Renaissance Technologies LLC96,500$7.05M0.01%
Vanguard Global Advisers, LLC82,451$6.02M0.00%
Healthcare of Ontario Pension Plan Trust Fund77,928$5.69M0.01%
ExodusPoint Capital Management, LP66,560$4.86M0.05%
Vanguard Investments Australia, Ltd.39,715$2.90M0.01%
Bank of Nova Scotia34,800$2.54M0.00%
Moore Capital Management, LP30,840$2.25M0.08%
SummitTX Capital, L.P.28,914$2.11M0.07%
Brevan Howard Capital Management LP27,135$1.98M0.02%
FJ Capital Management LLC26,346$1.92M0.22%
Empowered Funds, LLC26,139$1.91M0.01%
Prana Capital Management, LP22,941$1.68M0.05%
New Vernon Investment Management LLC19,796$1.45M1.54%
PEAK6 LLC19,580$1.43M0.04%
ISAM Funds (UK) Ltd14,521$1.06M0.52%
Kentucky Retirement Systems21,562$756.0K0.06%
G2 Capital Management, LLC9,351$682.9K0.17%
Greenwood Capital Associates LLC8,978$655.7K0.07%
Caption Management, LLC8,000$584.2K0.03%
Connor, Clark & Lunn Investment Management Ltd.7,977$582.6K0.00%
Quadrature Capital Ltd7,942$580.0K0.01%
Axq Capital, LP7,624$556.8K0.07%
Shay Capital LLC7,500$547.7K0.08%
Pinebridge Investments LLC6,824$498.4K0.00%
DnB Asset Management AS6,398$467.2K0.00%
Dynamic Technology Lab Private Ltd6,386$466.4K0.08%
Farringdon Capital, Ltd.5,682$415.0K0.09%
Change Path, LLC5,324$388.8K0.01%
nVerses Capital, LLC4,990$364.4K0.33%
CIBC Bancorp USA Inc.4,825$352.4K0.00%
GeoWealth Management, LLC4,697$343.0K0.01%
Bridgefront Capital, LLC4,681$341.9K0.08%
Frec Markets, Inc.4,444$324.5K0.06%
Beacon Pointe Advisors, LLC4,243$309.9K0.00%
Empirical Asset Management, LLC4,195$306.4K0.08%
Commonwealth Financial Services, LLC4,047$295.6K0.05%
Anchyra Partners LLC4,026$294.0K0.09%
Calamos Advisors LLC3,925$286.6K0.00%
Calamos Wealth Management LLC3,925$286.6K0.01%
Brighton Jones LLC3,846$280.9K0.01%
Atom Investors LP3,672$268.2K0.02%
Graham Capital Management, L.P.3,629$265.0K0.01%
Integrated Advisors Network LLC3,363$245.6K0.01%
LaSalle St. Investment Advisors, LLC3,260$238.1K0.03%
Laurion Capital Management LP3,197$233.5K0.02%
Machina Capital S.A.S.3,047$222.5K0.04%
Claro Advisors LLC2,996$218.8K0.03%
Victory Financial Group, LLC2,913$212.7K0.03%
Daymark Wealth Partners, LLC2,863$209.1K0.01%
Fountainhead AM, LLC2,832$206.9K0.19%
Independent Advisor Alliance2,805$204.8K0.00%
Quotient Wealth Partners, LLC2,791$203.8K0.01%
Employees Retirement System of Texas1,748$128.0K0.00%
Evergreen Advisors, LLC1,000$73.0K0.02%
Cassaday & Co Wealth Management LLC953$69.6K0.00%
RWM Asset Management, LLC941$68.7K0.01%
International Assets Investment Management, LLC750$55.4K0.00%
JPL Wealth Management, LLC716$52.3K0.01%
Quarry LP630$46.0K0.01%
MBM Wealth Consultants, LLC392$28.7K0.01%
SWAN Capital LLC300$21.9K0.01%
Cedar Mountain Advisors, LLC255$18.6K0.00%
Plante Moran Financial Advisors, LLC223$16.3K0.00%
CX Institutional163$12.0K0.00%
IMG Wealth Management, Inc.121$8.84K0.01%
Magnolia Wealth Management, LLC120$8.76K0.01%
Wall Street Financial Group, Inc.119$8.69K0.01%
United Financial Planning Group LLC112$8.18K0.00%
Whipplewood Advisors, LLC103$7.52K0.00%
Twin Peaks Wealth Advisors, LLC80$5.84K0.00%
Synergy Investment Management, LLC70$5.11K0.00%
Colonial Trust Co59$4.31K0.00%
Lloyd Advisory Services, LLC.57$4.16K0.00%
Owl Creek Wealth Partners LLC55$4.02K0.00%
MidFirst Bank40$2.92K0.00%
Cornerstone Planning Group LLC24$1.94K0.00%
Arlington Trust Co LLC21$1.53K0.00%
NBT Bank N A19$1.39K0.00%
Vermillion Wealth Management, Inc.11$8030.00%
Intentional Wealth Strategies, LLC11$8030.00%
Brown, Lisle/Cummings, Inc.6$4380.00%
Prestige Wealth Management Group LLC5$3660.00%
Creative Financial Designs Inc5$3650.00%
Curio Wealth, LLC4$2920.00%
Raffa Wealth Management, LLC3$2190.00%

Sold out (75)

Institutions that held Unum Group at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of UNM in Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Marshall Wace, LLP561,154$43.5M
Tudor Investment Corp Et Al203,088$15.7M
Mirae Asset Global Investments Co., Ltd.139,175$10.8M
Robeco Institutional Asset Management B.V.126,091$9.77M
Ibex Wealth Advisors124,602$9.66M
IFG Advisory, LLC108,107$8.38M
Boston Partners104,424$8.09M
CWA Asset Management Group, LLC84,610$6.56M
Twinbeech Capital LP52,160$4.04M
Two Sigma Advisers, LP50,800$3.94M
Entropy Technologies, LP48,766$3.78M
Paradiem, LLC45,556$3.53M
Argent Trust Co38,333$2.97M
Thompson Siegel & Walmsley LLC37,450$2.90M
Dockside LLC34,300$2.66M
Quantbot Technologies LP33,064$2.56M
Elo Mutual Pension Insurance Co32,170$2.49M
Gator Capital Management, LLC31,557$2.45M
Verition Fund Management LLC28,791$2.23M
Sumitomo Mitsui Trust Holdings, Inc.24,491$1.90M
Sowell Financial Services LLC23,651$1.83M
U.S. Capital Wealth Advisors, LLC22,846$1.77M
Gotham Asset Management, LLC21,054$1.63M
Castlekeep Investment Advisors LLC20,879$1.62M
Sciencast Management LP20,824$1.61M
Simplex Trading, LLC14,703$1.14M
Capstone Investment Advisors, LLC14,033$1.09M
Aquatic Capital Management LLC12,592$975.9K
Harvest Fund Management Co., Ltd13,185$963.0K
Affinity Investment Advisors, LLC11,629$901.2K
Signet Financial Management, LLC11,460$888.2K
L2 Asset Management, LLC10,343$801.6K
Belpointe Asset Management LLC9,630$746.3K
Picton Mahoney Asset Management9,050$701.4K
Ieq Capital, LLC8,363$648.1K
Voleon Capital Management LP7,816$605.7K
GWN Securities Inc.7,677$595.0K
Baader Bank INC6,831$529.4K
Quest Partners LLC6,298$488.1K
Forum Financial Management, LP6,298$488.1K
Wealthstar Advisors, LLC5,953$461.4K
Cynosure Management, LLC5,912$458.2K
Credit Agricole S A5,286$409.7K
NorthRock Partners, LLC5,218$404.4K
Aster Capital Management (DIFC) Ltd4,658$361.0K
Scientech Research LLC4,604$356.8K
Newport Capital Group, LLC4,444$344.4K
StoneX Group Inc.4,334$335.9K
F/M Investments LLC3,930$304.6K
Valeo Financial Advisors, LLC3,714$287.8K
Prudential PLC3,423$265.3K
Resources Investment Advisors, LLC.3,410$264.3K
Stokes Family Office, LLC3,204$248.3K
Prelude Capital Management, LLC3,194$247.5K
GDS Wealth Management2,967$229.9K
Sagespring Wealth Partners, LLC2,898$224.6K
Choate Investment Advisors2,869$222.3K
Kathmere Capital Management, LLC2,857$221.4K
BTG Pactual Asset Management US LLC2,732$211.7K
Beacon Financial Group2,706$209.7K
Leigh Baldwin & Co., LLC2,690$208.0K
Norden Group LLC2,637$204.5K
Ariadne Wealth Management, LP2,865$204.2K
HighPoint Advisor Group LLC2,603$201.7K
Rafferty Asset Management, LLC2,587$200.5K
Atwood & Palmer Inc400$31.0K
DV Trading LLC400$31.0K
Vermillion & White Wealth Management Group, LLC326$25.3K
Laurel Wealth Advisors LLC325$25.2K
Asset Dedication, LLC170$13.2K
Atlantic Trust, LLC92$7.13K
Turning Point Benefit Group, Inc.32$2.48K
DHJJ Financial Advisors, Ltd.23$1.79K
Dogwood Wealth Management LLC22$1.71K
Optima Capital LLC20$1.55K

Not filed for Q1 2026 yet (12)

Institutions that held Unum Group at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UNM in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Vanguard Group Inc18,174,771$1.41B
Norges Bank14,308,628$1.11B
Brandywine Global Investment Management, LLC211,266$16.4M
Comerica Bank81,939$6.35M
Global Retirement Partners, LLC12,317$954.6K
Pursuit Wealth Management LLC8,131$630.1K
BancorpSouth Bank7,248$561.7K
CIBC Private Wealth Group, LLC5,252$407.0K
NDVR, Inc.3,488$270.3K
Clarius Group, LLC3,176$246.1K
Trust Co of Vermont521$40.4K
ORG Partners LLC44$3.41K