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 |
|---|---|---|---|---|---|
| Vanguard Portfolio Management LLC | 9,339,402 | $682.1M | 0.04% | +9,339,402 | New |
| BlackRock, Inc. | 18,232,504 | $1.33B | 0.02% | +1,185,229+7.0% | Added |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −561,154−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −203,088−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −139,175−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −126,091−100.0% | Sold out |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −124,602−100.0% | Sold out |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −108,107−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −104,424−100.0% | Sold out |
| CWA Asset Management Group, LLC | 0 | $0 | 0.00% | −84,610−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −52,160−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −50,800−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −48,766−100.0% | Sold out |
| Paradiem, LLC | 0 | $0 | 0.00% | −45,556−100.0% | Sold out |
| Argent Trust Co | 0 | $0 | 0.00% | −38,333−100.0% | Sold out |
| Thompson Siegel & Walmsley LLC | 0 | $0 | 0.00% | −37,450−100.0% | Sold out |
| Dockside LLC | 0 | $0 | 0.00% | −34,300−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −33,064−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −32,170−100.0% | Sold out |
| Gator Capital Management, LLC | 0 | $0 | 0.00% | −31,557−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −28,791−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −24,491−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −23,651−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −22,846−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −21,054−100.0% | Sold out |
| Castlekeep Investment Advisors LLC | 0 | $0 | 0.00% | −20,879−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −20,824−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −14,703−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −14,033−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −12,592−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −13,185−100.0% | Sold out |
| Affinity Investment Advisors, LLC | 0 | $0 | 0.00% | −11,629−100.0% | Sold out |
| Signet Financial Management, LLC | 0 | $0 | 0.00% | −11,460−100.0% | Sold out |
| L2 Asset Management, LLC | 0 | $0 | 0.00% | −10,343−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −9,630−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −9,050−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −8,363−100.0% | Sold out |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −7,816−100.0% | Sold out |
| GWN Securities Inc. | 0 | $0 | 0.00% | −7,677−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −6,831−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −6,298−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −6,298−100.0% | Sold out |
| Wealthstar Advisors, LLC | 0 | $0 | 0.00% | −5,953−100.0% | Sold out |
| Cynosure Management, LLC | 0 | $0 | 0.00% | −5,912−100.0% | Sold out |
| Credit Agricole S A | 0 | $0 | 0.00% | −5,286−100.0% | Sold out |
| NorthRock Partners, LLC | 0 | $0 | 0.00% | −5,218−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −4,658−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −4,604−100.0% | Sold out |
| Newport Capital Group, LLC | 0 | $0 | 0.00% | −4,444−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −4,334−100.0% | Sold out |
| F/M Investments LLC | 0 | $0 | 0.00% | −3,930−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −3,714−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −3,423−100.0% | Sold out |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −3,410−100.0% | Sold out |
| Stokes Family Office, LLC | 0 | $0 | 0.00% | −3,204−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −3,194−100.0% | Sold out |
| GDS Wealth Management | 0 | $0 | 0.00% | −2,967−100.0% | Sold out |
| Sagespring Wealth Partners, LLC | 0 | $0 | 0.00% | −2,898−100.0% | Sold out |
| Choate Investment Advisors | 0 | $0 | 0.00% | −2,869−100.0% | Sold out |
| Kathmere Capital Management, LLC | 0 | $0 | 0.00% | −2,857−100.0% | Sold out |
| BTG Pactual Asset Management US LLC | 0 | $0 | 0.00% | −2,732−100.0% | Sold out |
| Beacon Financial Group | 0 | $0 | 0.00% | −2,706−100.0% | Sold out |
| Leigh Baldwin & Co., LLC | 0 | $0 | 0.00% | −2,690−100.0% | Sold out |
| Norden Group LLC | 0 | $0 | 0.00% | −2,637−100.0% | Sold out |
| Ariadne Wealth Management, LP | 0 | $0 | 0.00% | −2,865−100.0% | Sold out |
| HighPoint Advisor Group LLC | 0 | $0 | 0.00% | −2,603−100.0% | Sold out |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −2,587−100.0% | Sold out |
| Atwood & Palmer Inc | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| DV Trading LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Vermillion & White Wealth Management Group, LLC | 0 | $0 | 0.00% | −326−100.0% | Sold out |
| Laurel Wealth Advisors LLC | 0 | $0 | 0.00% | −325−100.0% | Sold out |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −170−100.0% | Sold out |
| Atlantic Trust, LLC | 0 | $0 | 0.00% | −92−100.0% | Sold out |
| Turning Point Benefit Group, Inc. | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| DHJJ Financial Advisors, Ltd. | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Dogwood Wealth Management LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Optima Capital LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Norges Bank | – | – | – | – | Not filed |
| Brandywine Global Investment Management, LLC | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Pursuit Wealth Management LLC | – | – | – | – | Not filed |
| BancorpSouth Bank | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |
| NDVR, Inc. | – | – | – | – | Not filed |
| Clarius Group, LLC | – | – | – | – | Not filed |
| Trust Co of Vermont | – | – | – | – | Not filed |
| ORG Partners LLC | – | – | – | – | Not filed |