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 |
|---|---|---|---|---|---|
| HM Payson & Co | 11,032 | $805.7K | 0.01% | −357−3.1% | Reduced |
| Patten & Patten Inc | 11,077 | $809.0K | 0.05% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 11,155 | $814.6K | 0.05% | +70+0.6% | Added |
| Securian Asset Management, Inc | 11,219 | $819.3K | 0.03% | 00.0% | Unchanged |
| DMG Group, LLC | 11,529 | $842.0K | 0.57% | +196+1.7% | Added |
| MML Investors Services, LLC | 11,532 | $842.2K | 0.00% | −2,199−16.0% | Reduced |
| Worldquant Millennium Advisors LLC | 11,705 | $854.8K | 0.00% | +7,714+193.3% | Added |
| Atlas Capital Advisors LLC | 11,973 | $874.4K | 0.10% | −2,661−18.2% | Reduced |
| Chicago Partners Investment Group LLC | 11,331 | $876.2K | 0.02% | +279+2.5% | Added |
| Wedmont Private Capital | 11,713 | $908.4K | 0.03% | +395+3.5% | Added |
| Prospera Financial Services Inc | 12,711 | $929.8K | 0.01% | −7,547−37.3% | Reduced |
| Federated Hermes, Inc. | 12,804 | $935.1K | 0.00% | −4,047−24.0% | Reduced |
| Coldstream Capital Management Inc | 12,863 | $939.4K | 0.01% | +1,088+9.2% | Added |
| Bessemer Group Inc | 12,873 | $941.0K | 0.00% | −69−0.5% | Reduced |
| QRG Capital Management, Inc. | 12,955 | $946.1K | 0.01% | +929+7.7% | Added |
| Assetmark, Inc | 13,030 | $951.6K | 0.00% | +433+3.4% | Added |
| Merit Financial Group, LLC | 13,181 | $962.6K | 0.01% | −454−3.3% | Reduced |
| Fox Run Management, L.L.C. | 13,661 | $997.1K | 0.17% | −7,897−36.6% | Reduced |
| United Capital Financial Advisers, LLC | 13,659 | $997.5K | 0.01% | +4,263+45.4% | Added |
| XML Financial, LLC | 13,755 | $1.00M | 0.08% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 14,155 | $1.03M | 0.13% | +13+0.1% | Added |
| Magnetar Financial LLC | 14,159 | $1.03M | 0.01% | +6,454+83.8% | Added |
| Commerce Bank | 14,164 | $1.03M | 0.01% | +742+5.5% | Added |
| Swiss Life Asset Management Ltd | 18,885 | $1.04M | 0.01% | +11,246+147.2% | Added |
| Parrish Capital LLC | 14,281 | $1.04M | 0.93% | +362+2.6% | Added |
| HSBC Holdings PLC | 14,315 | $1.05M | 0.00% | +3,056+27.1% | Added |
| M&T Bank Corp | 14,428 | $1.05M | 0.00% | +4,393+43.8% | Added |
| Benjamin Edwards Inc | 14,464 | $1.06M | 0.01% | +1,959+15.7% | Added |
| ISAM Funds (UK) Ltd | 14,521 | $1.06M | 0.52% | +14,521 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14,589 | $1.07M | 0.02% | +4,497+44.6% | Added |
| CAPROCK Group, Inc. | 15,047 | $1.10M | 0.03% | +4,644+44.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 14,312 | $1.10M | 0.01% | +8,001+126.8% | Added |
| Envestnet Asset Management Inc | 15,552 | $1.14M | 0.00% | +8,093+108.5% | Added |
| Fieldview Capital Management, LLC | 15,825 | $1.16M | 0.34% | +10,723+210.2% | Added |
| Havemeyer Place LP | 15,922 | $1.16M | 0.13% | −5,148−24.4% | Reduced |
| Savant Capital, LLC | 15,961 | $1.17M | 0.01% | +3,088+24.0% | Added |
| Neumann Capital Management, LLC | 16,041 | $1.17M | 0.35% | −669−4.0% | Reduced |
| HB Wealth Management, LLC | 16,112 | $1.18M | 0.01% | +2,437+17.8% | Added |
| Mariner, LLC | 16,196 | $1.18M | 0.00% | −25,390−61.1% | Reduced |
| Public Employees Retirement Association of Colorado | 16,616 | $1.21M | 0.00% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 16,047 | $1.24M | 0.02% | 00.0% | Unchanged |
| Oak Thistle LLC | 17,421 | $1.27M | 0.12% | +14,611+520.0% | Added |
| Keynote Financial Services LLC | 17,441 | $1.27M | 0.68% | +1,150+7.1% | Added |
| Evergreen Capital Management LLC | 17,476 | $1.28M | 0.03% | +5,553+46.6% | Added |
| Pacer Advisors, Inc. | 17,894 | $1.31M | 0.00% | −188−1.0% | Reduced |
| Advisory Research Inc | 18,083 | $1.32M | 0.16% | +758+4.4% | Added |
| Catalyst Funds Management Pty Ltd | 18,236 | $1.33M | 0.23% | +14,636+406.6% | Added |
| Vestcor Inc | 18,239 | $1.33M | 0.04% | −114,953−86.3% | Reduced |
| Signaturefd, LLC | 18,297 | $1.34M | 0.02% | +245+1.4% | Added |
| Envestnet Portfolio Solutions, Inc. | 18,517 | $1.35M | 0.01% | −1,106−5.6% | Reduced |
| CWM, LLC | 18,674 | $1.36M | 0.00% | −11,583−38.3% | Reduced |
| New York Life Investment Management LLC | 18,741 | $1.37M | 0.01% | +4,824+34.7% | Added |
| Bailard, Inc. | 18,771 | $1.37M | 0.03% | −37−0.2% | Reduced |
| Rockefeller Capital Management L.P. | 18,954 | $1.38M | 0.00% | +2,016+11.9% | Added |
| PEAK6 LLC | 19,580 | $1.43M | 0.04% | +19,580 | New |
| New Vernon Investment Management LLC | 19,796 | $1.45M | 1.54% | +19,796 | New |
| Abacus Planning Group, Inc. | 19,978 | $1.46M | 0.20% | −15−0.1% | Reduced |
| First Citizens Bank & Trust Co | 20,225 | $1.48M | 0.03% | −915−4.3% | Reduced |
| Ascent Group, LLC | 20,333 | $1.48M | 0.05% | +442+2.2% | Added |
| Stephens Inc | 19,375 | $1.49M | 0.02% | +2,996+18.3% | Added |
| Xponance, Inc. | 21,503 | $1.57M | 0.01% | +4,578+27.0% | Added |
| Dark Forest Capital Management LP | 21,519 | $1.57M | 0.14% | −35,392−62.2% | Reduced |
| Vident Advisory, LLC | 22,030 | $1.61M | 0.01% | +752+3.5% | Added |
| Laird Norton Trust Company, LLC | 22,548 | $1.65M | 0.04% | +1,271+6.0% | Added |
| Weaver C. Barksdale & Associates, Inc. | 22,728 | $1.66M | 1.58% | +1,297+6.1% | Added |
| Prana Capital Management, LP | 22,941 | $1.68M | 0.05% | +22,941 | New |
| Nilsine Partners, LLC | 21,798 | $1.68M | 0.13% | +2,559+13.3% | Added |
| Qsemble Capital Management, LP | 23,127 | $1.69M | 0.13% | −83,615−78.3% | Reduced |
| XTX Topco Ltd | 23,279 | $1.70M | 0.03% | −46,219−66.5% | Reduced |
| Investors Research Corp | 23,401 | $1.71M | 0.33% | −300−1.3% | Reduced |
| Advisory Services Network, LLC | 23,613 | $1.72M | 0.02% | −8,110−25.6% | Reduced |
| Ethic Inc. | 25,013 | $1.83M | 0.03% | +691+2.8% | Added |
| Impax Asset Management Group plc | 25,038 | $1.83M | 0.01% | +11,209+81.1% | Added |
| Fulcrum Wealth Advisors, LLC | 25,197 | $1.84M | 1.52% | −5,328−17.5% | Reduced |
| Caisse de Depot Et Placement du Quebec | 25,200 | $1.84M | 0.00% | −595,859−95.9% | Reduced |
| Concurrent Investment Advisors, LLC | 25,694 | $1.88M | 0.02% | +375+1.5% | Added |
| Pictet Asset Management Holding SA | 25,706 | $1.88M | 0.00% | +1,952+8.2% | Added |
| Empowered Funds, LLC | 26,139 | $1.91M | 0.01% | +26,139 | New |
| BKD Wealth Advisors, LLC | 26,252 | $1.92M | 0.04% | −950−3.5% | Reduced |
| Summit Trail Advisors, LLC | 26,258 | $1.92M | 0.03% | +1,507+6.1% | Added |
| FJ Capital Management LLC | 26,346 | $1.92M | 0.22% | +26,346 | New |
| Bokf, NA | 26,737 | $1.95M | 0.03% | −687−2.5% | Reduced |
| Jefferies Financial Group Inc. | 26,818 | $1.96M | 0.02% | +16,818+168.2% | Added |
| Brevan Howard Capital Management LP | 27,135 | $1.98M | 0.02% | +27,135 | New |
| Amundi | 27,444 | $2.00M | 0.00% | −227,244−89.2% | Reduced |
| Goelzer Investment Management, Inc. | 27,521 | $2.01M | 0.10% | +43+0.2% | Added |
| Advisor Group Holdings, Inc. | 27,529 | $2.01M | 0.00% | −3,235−10.5% | Reduced |
| Lecap Asset Management Ltd | 27,734 | $2.03M | 0.76% | +6,161+28.6% | Added |
| Caxton Associates LLP | 27,767 | $2.03M | 0.05% | +1,605+6.1% | Added |
| Aviance Capital Partners, LLC | 27,816 | $2.03M | 0.24% | −2,212−7.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 27,912 | $2.04M | 0.01% | −240−0.9% | Reduced |
| FORA Capital, LLC | 28,146 | $2.06M | 0.15% | +21,956+354.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 28,718 | $2.10M | 0.01% | −15,503−35.1% | Reduced |
| SummitTX Capital, L.P. | 28,914 | $2.11M | 0.07% | +28,914 | New |
| Consolidated Planning Corp | 29,427 | $2.15M | 0.35% | −31,625−51.8% | Reduced |
| Klein Pavlis & Peasley Financial, Inc. | 29,600 | $2.16M | 1.20% | +746+2.6% | Added |
| The PNC Financial Services Group, Inc. | 30,018 | $2.19M | 0.00% | +258+0.9% | Added |
| Moore Capital Management, LP | 30,840 | $2.25M | 0.08% | +30,840 | New |
| Oregon Public Employees Retirement Fund | 31,283 | $2.28M | 0.03% | +500+1.6% | Added |
| HHM Wealth Advisors, LLC | 31,331 | $2.29M | 0.26% | 00.0% | Unchanged |