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, Q1 2026
Institutional positions in Unum Group as of Mar 31, 2026. 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
- 702
- +15 vs. Q4 2025
- Shares held
- 126.6M
- +13.7M (+12.2%) vs. Q4 2025
- Total value
- $9.25B
- +$504.7M (+5.8%) vs. Q4 2025
- New holders
- 90
- 259 more added
- Sold out
- 75
- 250 more reduced
12 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Unum Group; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Private Wealth Management Group, LLC | 256 | $18.7K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 272 | $19.9K | 0.00% | −7−2.5% | Reduced |
| JFS Wealth Advisors, LLC | 283 | $20.7K | 0.00% | +7+2.5% | Added |
| Measured Wealth Private Client Group, LLC | 283 | $20.7K | 0.01% | −1,783−86.3% | Reduced |
| Kerr Financial Planning Corp | 279 | $21.7K | 0.03% | +1+0.4% | Added |
| Founders Capital Management | 300 | $21.9K | 0.01% | 00.0% | Unchanged |
| SWAN Capital LLC | 300 | $21.9K | 0.01% | +300 | New |
| Merrithew & Thorsten Inc | 315 | $23.0K | 0.02% | +2+0.6% | Added |
| Essential Partners LLC | 320 | $23.4K | 0.01% | −505−61.2% | Reduced |
| Armstrong Advisory Group, Inc | 322 | $23.5K | 0.00% | +155+92.8% | Added |
| SHP Wealth Management | 358 | $26.1K | 0.00% | +32+9.8% | Added |
| Rossby Financial, LCC | 354 | $26.1K | 0.01% | +112+46.3% | Added |
| WealthCollab, LLC | 370 | $27.0K | 0.01% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 392 | $28.7K | 0.01% | +392 | New |
| Barrett & Company, Inc. | 396 | $28.9K | 0.01% | 00.0% | Unchanged |
| Triumph Capital Management | 400 | $29.2K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 411 | $30.0K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 415 | $30.3K | 0.01% | −208−33.4% | Reduced |
| Ares Financial Consulting, LLC | 418 | $30.9K | 0.02% | +292+231.7% | Added |
| N.E.W. Advisory Services LLC | 427 | $31.2K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 429 | $31.3K | 0.00% | +2+0.5% | Added |
| McIlrath & Eck, LLC | 463 | $33.8K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 500 | $36.5K | 0.03% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 524 | $38.3K | 0.00% | +54+11.5% | Added |
| 1620 Investment Advisors, Inc. | 571 | $41.7K | 0.03% | 00.0% | Unchanged |
| True Wealth Design, LLC | 594 | $43.4K | 0.01% | −14−2.3% | Reduced |
| Covestor Ltd | 606 | $44.0K | 0.03% | −931−60.6% | Reduced |
| Millstone Evans Group, LLC | 620 | $45.3K | 0.03% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 630 | $46.0K | 0.01% | +22+3.6% | Added |
| Quarry LP | 630 | $46.0K | 0.01% | +630 | New |
| Deseret Mutual Benefit Administrators | 633 | $46.2K | 0.02% | +237+59.8% | Added |
| Sound Income Strategies, LLC | 688 | $50.8K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 705 | $51.5K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 716 | $52.3K | 0.01% | +716 | New |
| Los Angeles Capital Management LLC | 732 | $53.5K | 0.00% | +9+1.2% | Added |
| International Assets Investment Management, LLC | 750 | $55.4K | 0.00% | +750 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 775 | $56.6K | 0.00% | +297+62.1% | Added |
| Cullen/Frost Bankers, Inc. | 782 | $57.1K | 0.00% | −12−1.5% | Reduced |
| Private Trust Co NA | 789 | $57.6K | 0.01% | −1,868−70.3% | Reduced |
| Geneos Wealth Management Inc. | 835 | $61.0K | 0.00% | +3+0.4% | Added |
| Ancora Advisors, LLC | 922 | $67.3K | 0.00% | +74+8.7% | Added |
| V-Square Quantitative Management LLC | 932 | $68.1K | 0.01% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 941 | $68.7K | 0.01% | +941 | New |
| Cassaday & Co Wealth Management LLC | 953 | $69.6K | 0.00% | +953 | New |
| William B. Walkup & Associates, Inc. | 855 | $69.6K | 0.04% | −275−24.3% | Reduced |
| SBI Securities Co., Ltd. | 957 | $69.9K | 0.00% | +41+4.5% | Added |
| Capital Analysts, LLC | 958 | $70.0K | 0.00% | +6+0.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 973 | $71.1K | 0.00% | −49,112−98.1% | Reduced |
| Central Trust Co | 1,000 | $73.0K | 0.00% | 00.0% | Unchanged |
| Evergreen Advisors, LLC | 1,000 | $73.0K | 0.02% | +1,000 | New |
| Harbour Investments, Inc. | 1,013 | $74.0K | 0.00% | +138+15.8% | Added |
| Manchester Capital Management LLC | 1,027 | $75.0K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 1,050 | $76.7K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,065 | $77.8K | 0.01% | −81−7.1% | Reduced |
| Rothschild Investment LLC | 1,151 | $84.1K | 0.00% | −868−43.0% | Reduced |
| Proffitt & Goodson Inc | 1,154 | $84.3K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 1,156 | $84.4K | 0.06% | −175−13.1% | Reduced |
| Center for Financial Planning, Inc. | 1,178 | $86.0K | 0.01% | −56−4.5% | Reduced |
| Whittier Trust Co | 1,135 | $86.1K | 0.00% | −51−4.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,172 | $88.9K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 1,255 | $91.7K | 0.02% | +7+0.6% | Added |
| Root Financial Partners, LLC | 1,265 | $92.4K | 0.00% | +166+15.1% | Added |
| St Germain D J Co Inc | 1,277 | $93.3K | 0.00% | +667+109.3% | Added |
| CVA Family Office, LLC | 1,379 | $100.7K | 0.01% | +289+26.5% | Added |
| Westfuller Advisors, LLC | 1,414 | $103.3K | 0.04% | +39+2.8% | Added |
| Richardson Financial Services Inc. | 1,485 | $108.5K | 0.07% | −10−0.7% | Reduced |
| Caitlin John, LLC | 1,500 | $109.6K | 0.07% | −158−9.5% | Reduced |
| Addison Advisors LLC | 1,595 | $116.5K | 0.03% | −19−1.2% | Reduced |
| Employees Retirement System of Texas | 1,748 | $128.0K | 0.00% | +1,748 | New |
| State of Wyoming | 1,792 | $130.9K | 0.02% | −6,297−77.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,813 | $132.4K | 0.00% | +301+19.9% | Added |
| Atlantic Union Bankshares Corp | 1,900 | $138.8K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 1,904 | $139.1K | 0.04% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,995 | $145.7K | 0.00% | +9+0.5% | Added |
| Exchange Traded Concepts, LLC | 2,048 | $149.6K | 0.00% | −1,351−39.7% | Reduced |
| TD Waterhouse Canada Inc. | 2,060 | $152.2K | 0.00% | +209+11.3% | Added |
| Versant Capital Management, Inc | 2,167 | $158.3K | 0.02% | +235+12.2% | Added |
| Curat Global, LLC | 2,195 | $160.3K | 0.16% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,338 | $170.7K | 0.00% | −106−4.3% | Reduced |
| J.Safra Asset Management Corp | 2,340 | $170.9K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 2,361 | $172.4K | 0.01% | +2,120+879.7% | Added |
| Toth Financial Advisory Corp | 2,559 | $186.9K | 0.02% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 2,580 | $188.4K | 0.00% | −477−15.6% | Reduced |
| West Branch Capital LLC | 2,709 | $197.8K | 0.05% | 00.0% | Unchanged |
| Profund Advisors LLC | 2,774 | $202.6K | 0.01% | −351−11.2% | Reduced |
| PFG Investments, LLC | 2,779 | $203.0K | 0.01% | −45−1.6% | Reduced |
| Quotient Wealth Partners, LLC | 2,791 | $203.8K | 0.01% | +2,791 | New |
| Independent Advisor Alliance | 2,805 | $204.8K | 0.00% | +2,805 | New |
| Crestwood Advisors Group LLC | 2,825 | $206.3K | 0.00% | +43+1.5% | Added |
| Fountainhead AM, LLC | 2,832 | $206.9K | 0.19% | +2,832 | New |
| Hantz Financial Services, Inc. | 2,868 | $209.0K | 0.00% | +679+31.0% | Added |
| Daymark Wealth Partners, LLC | 2,863 | $209.1K | 0.01% | +2,863 | New |
| Midwest Trust Co | 2,874 | $209.9K | 0.00% | −384−11.8% | Reduced |
| Smartleaf Asset Management LLC | 2,883 | $210.4K | 0.01% | +102+3.7% | Added |
| Capital Investment Advisors, LLC | 2,882 | $210.5K | 0.00% | +9+0.3% | Added |
| Victory Financial Group, LLC | 2,913 | $212.7K | 0.03% | +2,913 | New |
| Portland Global Advisors LLC | 2,925 | $213.6K | 0.02% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 2,980 | $217.6K | 0.00% | +900+43.3% | Added |
| Claro Advisors LLC | 2,996 | $218.8K | 0.03% | +2,996 | New |
| Plancorp, LLC | 2,857 | $219.0K | 0.01% | −3,069−51.8% | Reduced |