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 |
|---|---|---|---|---|---|
| Change Path, LLC | 5,324 | $388.8K | 0.01% | +5,324 | New |
| R Squared Ltd | 5,410 | $395.1K | 0.22% | −925−14.6% | Reduced |
| Sharpepoint LLC | 5,439 | $397.2K | 0.24% | −62−1.1% | Reduced |
| Arkadios Wealth Advisors | 5,459 | $398.7K | 0.01% | +159+3.0% | Added |
| Inceptionr LLC | 5,495 | $401.3K | 0.10% | −5,876−51.7% | Reduced |
| Pallas Capital Advisors LLC | 5,522 | $403.3K | 0.02% | +207+3.9% | Added |
| Longfellow Investment Management Co LLC | 5,576 | $407.2K | 0.08% | 00.0% | Unchanged |
| AlphaGrep UK Ltd | 5,585 | $407.9K | 0.12% | −1,185−17.5% | Reduced |
| Sterling Capital Management LLC | 5,599 | $408.9K | 0.01% | −4,423−44.1% | Reduced |
| GWM Advisors LLC | 5,645 | $412.2K | 0.00% | −356−5.9% | Reduced |
| TD Capital Management LLC | 5,657 | $413.1K | 0.04% | 00.0% | Unchanged |
| Farringdon Capital, Ltd. | 5,682 | $415.0K | 0.09% | +5,682 | New |
| Integrity Alliance, LLC. | 5,704 | $416.6K | 0.02% | +21+0.4% | Added |
| Aaron Wealth Advisors | 5,725 | $418.1K | 0.02% | −5,017−46.7% | Reduced |
| Landscape Capital Management, L.L.C. | 5,734 | $418.8K | 0.03% | −8,573−59.9% | Reduced |
| Aries Wealth Management | 5,736 | $418.9K | 0.09% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 5,795 | $423.2K | 0.04% | +25+0.4% | Added |
| Walleye Trading LLC | 5,823 | $425.3K | 0.01% | −369−6.0% | Reduced |
| Glenview Trust Co | 5,893 | $430.4K | 0.01% | +30+0.5% | Added |
| Sanctuary Advisors, LLC | 5,930 | $433.1K | 0.00% | +2,716+84.5% | Added |
| Investors Asset Management of Georgia Inc | 5,943 | $434.0K | 0.18% | +5+0.1% | Added |
| Patten Group, Inc. | 5,956 | $435.0K | 0.08% | +26+0.4% | Added |
| Hamilton Capital Partners Inc. | 6,069 | $443.2K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 6,089 | $444.7K | 0.00% | +875+16.8% | Added |
| Brown Advisory Inc | 6,129 | $447.6K | 0.00% | +394+6.9% | Added |
| Dorsey & Whitney Trust CO LLC | 6,134 | $448.0K | 0.02% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 6,137 | $448.2K | 0.02% | +297+5.1% | Added |
| IHT Wealth Management, LLC | 6,245 | $456.0K | 0.01% | +495+8.6% | Added |
| Dynamic Technology Lab Private Ltd | 6,386 | $466.4K | 0.08% | +6,386 | New |
| DnB Asset Management AS | 6,398 | $467.2K | 0.00% | +6,398 | New |
| Regions Financial Corp | 6,468 | $472.4K | 0.00% | −7−0.1% | Reduced |
| Zacks Investment Management | 6,472 | $472.6K | 0.00% | −1,093−14.4% | Reduced |
| Accurate Wealth Management, LLC | 6,339 | $486.0K | 0.06% | +3,207+102.4% | Added |
| Polymer Capital Management (US) LLC | 6,672 | $487.3K | 0.07% | −7,751−53.7% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6,733 | $491.7K | 0.06% | +236+3.6% | Added |
| FourThought Financial Partners, LLC | 6,753 | $493.2K | 0.04% | +2,409+55.5% | Added |
| Occudo Quantitative Strategies LP | 6,153 | $494.6K | 0.03% | −31,234−83.5% | Reduced |
| Pinebridge Investments LLC | 6,824 | $498.4K | 0.00% | +6,824 | New |
| Syon Capital LLC | 6,909 | $504.6K | 0.03% | −1,167−14.5% | Reduced |
| Callan Family Office, LLC | 6,928 | $505.9K | 0.01% | +116+1.7% | Added |
| Atria Investments LLC | 6,936 | $506.6K | 0.01% | +1,418+25.7% | Added |
| Walleye Capital LLC | 6,993 | $510.7K | 0.00% | +6,925+10,183.8% | Added |
| Ballentine Partners, LLC | 7,076 | $516.8K | 0.01% | +2,752+63.6% | Added |
| Baird Financial Group, Inc. | 7,241 | $528.8K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 7,186 | $530.8K | 0.01% | +152+2.2% | Added |
| Huntington National Bank | 7,288 | $532.2K | 0.00% | +7,283+145,660.0% | Added |
| SRS Capital Advisors, Inc. | 7,185 | $538.1K | 0.02% | −1,094−13.2% | Reduced |
| Shay Capital LLC | 7,500 | $547.7K | 0.08% | +7,500 | New |
| Campion Asset Management LLC | 7,516 | $548.9K | 0.37% | −13−0.2% | Reduced |
| Toroso Investments, LLC | 7,518 | $549.0K | 0.00% | −614−7.6% | Reduced |
| Meeder Advisory Services, Inc. | 7,522 | $549.3K | 0.02% | +76+1.0% | Added |
| Advisors Capital Management, LLC | 7,544 | $550.9K | 0.01% | +349+4.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 7,562 | $552.3K | 0.02% | −104−1.4% | Reduced |
| Axq Capital, LP | 7,624 | $556.8K | 0.07% | +7,624 | New |
| Kera Capital Partners, Inc. | 7,656 | $559.1K | 0.07% | +1,562+25.6% | Added |
| RSM US Wealth Management LLC | 7,658 | $559.3K | 0.01% | −282−3.6% | Reduced |
| D.A. Davidson & Co. | 7,922 | $578.6K | 0.00% | +144+1.9% | Added |
| Quadrature Capital Ltd | 7,942 | $580.0K | 0.01% | +7,942 | New |
| Ameritas Advisory Services, LLC | 7,976 | $582.5K | 0.02% | −255−3.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 7,977 | $582.6K | 0.00% | +7,977 | New |
| Aspen Investment Management Inc | 7,980 | $583.0K | 0.18% | −350−4.2% | Reduced |
| Total Wealth Planning & Management, Inc. | 7,993 | $583.7K | 0.46% | +5+0.1% | Added |
| Caption Management, LLC | 8,000 | $584.2K | 0.03% | +8,000 | New |
| Gsa Capital Partners LLP | 8,043 | $587.0K | 0.04% | −25,081−75.7% | Reduced |
| Dumont & Blake Investment Advisors LLC | 8,068 | $589.2K | 0.15% | −36−0.4% | Reduced |
| CIBC Asset Management Inc | 8,130 | $593.7K | 0.00% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 8,157 | $595.7K | 0.03% | +128+1.6% | Added |
| Brinker Capital Investments, LLC | 8,273 | $604.1K | 0.01% | −467−5.3% | Reduced |
| Kestra Advisory Services, LLC | 8,352 | $609.9K | 0.00% | −1,049−11.2% | Reduced |
| Jones Financial Companies LLLP | 8,441 | $615.3K | 0.00% | +60+0.7% | Added |
| Maryland State Retirement & Pension System | 8,486 | $619.7K | 0.01% | 00.0% | Unchanged |
| Optas, LLC | 8,503 | $621.0K | 0.09% | +5,558+188.7% | Added |
| Tower Research Capital LLC (TRC) | 8,545 | $624.0K | 0.02% | +158+1.9% | Added |
| Private Advisor Group, LLC | 8,581 | $626.7K | 0.00% | −287−3.2% | Reduced |
| Old Port Advisors | 8,729 | $637.5K | 0.15% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 8,825 | $644.5K | 0.01% | +272+3.2% | Added |
| Paradigm Financial Partners, LLC | 8,943 | $653.1K | 0.12% | −867−8.8% | Reduced |
| Utah Retirement Systems | 8,948 | $653.5K | 0.01% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 8,978 | $655.7K | 0.07% | +8,978 | New |
| Abacus Wealth Partners, LLC | 9,077 | $662.9K | 0.06% | −1,662−15.5% | Reduced |
| GAMMA Investing LLC | 9,109 | $665.2K | 0.03% | −57−0.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 9,182 | $670.5K | 0.04% | +4,630+101.7% | Added |
| BOS Asset Management, LLC | 9,208 | $672.4K | 0.17% | −2,160−19.0% | Reduced |
| G2 Capital Management, LLC | 9,351 | $682.9K | 0.17% | +9,351 | New |
| Ashton Thomas Private Wealth, LLC | 9,393 | $686.0K | 0.02% | −969−9.4% | Reduced |
| Carret Asset Management, LLC | 9,482 | $692.5K | 0.07% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 9,564 | $698.5K | 0.02% | −31−0.3% | Reduced |
| Old National Bancorp | 9,692 | $707.8K | 0.01% | +289+3.1% | Added |
| Jump Financial, LLC | 9,924 | $724.8K | 0.01% | +7,317+280.7% | Added |
| Park Avenue Securities LLC | 9,993 | $730.0K | 0.01% | −1,229−11.0% | Reduced |
| AE Wealth Management LLC | 10,180 | $743.5K | 0.00% | +51+0.5% | Added |
| Lido Advisors, LLC | 10,183 | $743.7K | 0.00% | +4,724+86.5% | Added |
| Kentucky Retirement Systems | 21,562 | $756.0K | 0.06% | +21,562 | New |
| Boxwood Ventures, Inc. | 10,412 | $760.4K | 0.81% | 00.0% | Unchanged |
| Greenleaf Trust | 10,446 | $762.9K | 0.01% | +561+5.7% | Added |
| Federation des caisses Desjardins du Quebec | 10,628 | $776.2K | 0.00% | −2,216−17.3% | Reduced |
| Integrated Wealth Concepts LLC | 10,629 | $776.2K | 0.01% | +4,154+64.2% | Added |
| CSS LLC | 10,789 | $787.9K | 0.04% | −1,040−8.8% | Reduced |
| Keel Point, LLC | 10,959 | $800.3K | 0.05% | −193−1.7% | Reduced |
| Crossmark Global Holdings, Inc. | 11,026 | $805.2K | 0.01% | −195−1.7% | Reduced |