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 |
|---|---|---|---|---|---|
| Sigma Planning Corp | 3,005 | $219.5K | 0.01% | −21−0.7% | Reduced |
| Sage Capital Management, LLC | 3,007 | $219.7K | 0.10% | +19+0.6% | Added |
| MJP Associates Inc | 3,014 | $220.1K | 0.03% | +87+3.0% | Added |
| Advisor OS, LLC | 3,014 | $220.1K | 0.02% | +87+3.0% | Added |
| Sterling Investment Counsel, LLC | 3,043 | $222.2K | 0.06% | +99+3.4% | Added |
| Machina Capital S.A.S. | 3,047 | $222.5K | 0.04% | +3,047 | New |
| Eurizon Capital SGR S.p.A. | 3,080 | $225.9K | 0.00% | −1,400−31.3% | Reduced |
| Umb Bank N A | 3,095 | $226.0K | 0.00% | −971−23.9% | Reduced |
| Ronald Blue Trust, Inc. | 3,096 | $226.1K | 0.00% | −34−1.1% | Reduced |
| Nations Financial Group Inc, | 3,102 | $226.5K | 0.01% | −39,815−92.8% | Reduced |
| TCG Advisory Services, LLC | 3,157 | $230.6K | 0.01% | −667−17.4% | Reduced |
| Horizon Investments, LLC | 3,184 | $231.2K | 0.00% | −280−8.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 3,184 | $232.6K | 0.00% | +186+6.2% | Added |
| KPP Advisory Services LLC | 3,194 | $233.3K | 0.03% | 00.0% | Unchanged |
| Laurion Capital Management LP | 3,197 | $233.5K | 0.02% | +3,197 | New |
| Bank & Trust Co | 3,202 | $233.8K | 0.16% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 3,202 | $233.8K | 0.00% | −1,985−38.3% | Reduced |
| Fidelis Capital Partners, LLC | 3,206 | $234.1K | 0.02% | +84+2.7% | Added |
| Krilogy Financial LLC | 2,993 | $236.4K | 0.01% | −633−17.5% | Reduced |
| Clearstead Advisors, LLC | 3,249 | $237.3K | 0.00% | −497−13.3% | Reduced |
| LaSalle St. Investment Advisors, LLC | 3,260 | $238.1K | 0.03% | +3,260 | New |
| Nichols & Pratt Advisers LLP | 3,270 | $238.8K | 0.02% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 3,296 | $240.7K | 0.00% | −109−3.2% | Reduced |
| Eastern Bank | 3,298 | $240.9K | 0.00% | −6−0.2% | Reduced |
| Diversified Trust Co | 3,315 | $242.1K | 0.00% | −579−14.9% | Reduced |
| Diversified Enterprises, LLC | 3,321 | $242.5K | 0.01% | −82−2.4% | Reduced |
| IFP Advisors, Inc | 3,357 | $245.2K | 0.01% | −2,738−44.9% | Reduced |
| Integrated Advisors Network LLC | 3,363 | $245.6K | 0.01% | +3,363 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,399 | $248.2K | 0.00% | +853+33.5% | Added |
| Elyxium Wealth, LLC | 3,410 | $249.0K | 0.08% | +78+2.3% | Added |
| Childress Capital Advisors, LLC | 3,416 | $249.5K | 0.05% | −252−6.9% | Reduced |
| Hanson & Doremus Investment Management | 3,480 | $254.0K | 0.03% | 00.0% | Unchanged |
| Welch & Forbes LLC | 3,515 | $256.7K | 0.00% | −57−1.6% | Reduced |
| Spinnaker Trust | 3,515 | $256.7K | 0.01% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 3,516 | $256.8K | 0.01% | −247−6.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 3,517 | $256.8K | 0.01% | −16−0.5% | Reduced |
| Capital Square, LLC | 3,332 | $258.2K | 0.12% | +10.0% | Added |
| NewEdge Wealth, LLC | 3,554 | $259.5K | 0.00% | −1,385−28.0% | Reduced |
| Oxford Asset Management LLP | 3,567 | $260.5K | 0.11% | −3,544−49.8% | Reduced |
| Sage Rhino Capital LLC | 3,587 | $262.0K | 0.05% | +108+3.1% | Added |
| Graham Capital Management, L.P. | 3,629 | $265.0K | 0.01% | +3,629 | New |
| Baker Avenue Asset Management, LP | 3,659 | $267.2K | 0.01% | −214−5.5% | Reduced |
| Atom Investors LP | 3,672 | $268.2K | 0.02% | +3,672 | New |
| Perigon Wealth Management, LLC | 3,717 | $271.5K | 0.00% | −1,141−23.5% | Reduced |
| Net Worth Advisory Group | 3,747 | $273.6K | 0.06% | −509−12.0% | Reduced |
| Centurion Wealth Management LLC | 3,750 | $273.9K | 0.06% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 3,782 | $276.2K | 0.00% | +35+0.9% | Added |
| Moors & Cabot, Inc. | 3,791 | $276.9K | 0.01% | 00.0% | Unchanged |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 3,800 | $277.5K | 0.00% | 00.0% | Unchanged |
| 111 Capital | 3,806 | $278.0K | 0.07% | −1,893−33.2% | Reduced |
| Brighton Jones LLC | 3,846 | $280.9K | 0.01% | +3,846 | New |
| Paulson Wealth Management Inc. | 3,857 | $281.7K | 0.07% | −123−3.1% | Reduced |
| Camden Capital, LLC | 3,871 | $282.7K | 0.02% | +992+34.5% | Added |
| Calamos Advisors LLC | 3,925 | $286.6K | 0.00% | +3,925 | New |
| Calamos Wealth Management LLC | 3,925 | $286.6K | 0.01% | +3,925 | New |
| Mather Group, LLC. | 3,980 | $290.7K | 0.00% | −80−2.0% | Reduced |
| Schulhoff & Co Inc | 4,000 | $292.1K | 0.12% | 00.0% | Unchanged |
| Arnhold LLC | 4,000 | $292.1K | 0.02% | 00.0% | Unchanged |
| Anchyra Partners LLC | 4,026 | $294.0K | 0.09% | +4,026 | New |
| Commonwealth Financial Services, LLC | 4,047 | $295.6K | 0.05% | +4,047 | New |
| Wetzel Investment Advisors, Inc. | 4,090 | $298.7K | 0.12% | −100−2.4% | Reduced |
| JMN Financial LLC | 4,132 | $301.8K | 0.30% | −3,758−47.6% | Reduced |
| Allworth Financial LP | 4,133 | $301.9K | 0.00% | −863−17.3% | Reduced |
| J.W. Cole Advisors, Inc. | 4,148 | $302.9K | 0.01% | +3+0.1% | Added |
| Empirical Asset Management, LLC | 4,195 | $306.4K | 0.08% | +4,195 | New |
| Beacon Pointe Advisors, LLC | 4,243 | $309.9K | 0.00% | +4,243 | New |
| Seeds Investor LLC | 4,044 | $313.5K | 0.04% | −26−0.6% | Reduced |
| SageView Advisory Group, LLC | 4,305 | $314.4K | 0.01% | −319−6.9% | Reduced |
| Delta Asset Management LLC | 4,325 | $315.9K | 0.03% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 4,331 | $316.3K | 0.02% | +778+21.9% | Added |
| AlTi Global, Inc. | 4,427 | $323.3K | 0.01% | −6−0.1% | Reduced |
| Frec Markets, Inc. | 4,444 | $324.5K | 0.06% | +4,444 | New |
| Coastline Trust Co | 4,470 | $326.4K | 0.03% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 4,404 | $326.6K | 0.45% | −300−6.4% | Reduced |
| Oppenheimer & Co Inc | 4,500 | $328.6K | 0.00% | −4,629−50.7% | Reduced |
| Mirabella Financial Services LLP | 4,507 | $329.1K | 0.03% | −2,786−38.2% | Reduced |
| Atomi Financial Group, Inc. | 4,672 | $341.2K | 0.01% | −634−11.9% | Reduced |
| Bridgefront Capital, LLC | 4,681 | $341.9K | 0.08% | +4,681 | New |
| GeoWealth Management, LLC | 4,697 | $343.0K | 0.01% | +4,697 | New |
| Kestra Private Wealth Services, LLC | 4,804 | $350.8K | 0.00% | +60+1.3% | Added |
| CIBC Bancorp USA Inc. | 4,825 | $352.4K | 0.00% | +4,825 | New |
| KBC Group NV | 4,890 | $357.0K | 0.00% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 4,900 | $357.7K | 0.00% | −1,600−24.6% | Reduced |
| Great Lakes Advisors, LLC | 4,903 | $358.1K | 0.00% | −443−8.3% | Reduced |
| Boston Private Wealth LLC | 4,939 | $360.7K | 0.02% | +75+1.5% | Added |
| North Dakota State Investment Board | 4,942 | $360.9K | 0.02% | −1,010−17.0% | Reduced |
| Everence Capital Management Inc | 4,937 | $361.0K | 0.02% | +267+5.7% | Added |
| Shelton Capital Management | 4,985 | $364.1K | 0.01% | −317−6.0% | Reduced |
| nVerses Capital, LLC | 4,990 | $364.4K | 0.33% | +4,990 | New |
| Blair William & Co | 5,038 | $367.9K | 0.00% | −13−0.3% | Reduced |
| EP Wealth Advisors, LLC | 5,044 | $368.4K | 0.00% | −5,168−50.6% | Reduced |
| Parallel Advisors, LLC | 5,079 | $371.0K | 0.01% | +2,092+70.0% | Added |
| Brooks, Moore & Associates, Inc. | 5,098 | $372.3K | 0.19% | 00.0% | Unchanged |
| First Horizon Corp | 5,108 | $373.0K | 0.02% | −335−6.2% | Reduced |
| Denali Advisors LLC | 5,120 | $373.9K | 0.04% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 5,132 | $374.8K | 0.01% | +395+8.3% | Added |
| Kingsview Wealth Management, LLC | 5,171 | $377.6K | 0.01% | −222−4.1% | Reduced |
| Csenge Advisory Group | 5,198 | $379.6K | 0.02% | −264−4.8% | Reduced |
| Wedbush Securities Inc | 5,257 | $384.0K | 0.01% | +43+0.8% | Added |
| Quent Capital, LLC | 5,305 | $387.4K | 0.03% | −283−5.1% | Reduced |