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 |
|---|---|---|---|---|---|
| Naples Global Advisors, LLC | 33,100 | $2.42M | 0.18% | +30.0% | Added |
| New Mexico Educational Retirement Board | 32,443 | $2.37M | 0.07% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 31,331 | $2.29M | 0.26% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 31,283 | $2.28M | 0.03% | +500+1.6% | Added |
| Moore Capital Management, LP | 30,840 | $2.25M | 0.08% | +30,840 | New |
| The PNC Financial Services Group, Inc. | 30,018 | $2.19M | 0.00% | +258+0.9% | Added |
| Klein Pavlis & Peasley Financial, Inc. | 29,600 | $2.16M | 1.20% | +746+2.6% | Added |
| Consolidated Planning Corp | 29,427 | $2.15M | 0.35% | −31,625−51.8% | Reduced |
| SummitTX Capital, L.P. | 28,914 | $2.11M | 0.07% | +28,914 | New |
| Mitsubishi UFJ Trust & Banking Corp | 28,718 | $2.10M | 0.01% | −15,503−35.1% | Reduced |
| FORA Capital, LLC | 28,146 | $2.06M | 0.15% | +21,956+354.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 27,912 | $2.04M | 0.01% | −240−0.9% | Reduced |
| Aviance Capital Partners, LLC | 27,816 | $2.03M | 0.24% | −2,212−7.4% | Reduced |
| Caxton Associates LLP | 27,767 | $2.03M | 0.05% | +1,605+6.1% | Added |
| Lecap Asset Management Ltd | 27,734 | $2.03M | 0.76% | +6,161+28.6% | Added |
| Advisor Group Holdings, Inc. | 27,529 | $2.01M | 0.00% | −3,235−10.5% | Reduced |
| Goelzer Investment Management, Inc. | 27,521 | $2.01M | 0.10% | +43+0.2% | Added |
| Amundi | 27,444 | $2.00M | 0.00% | −227,244−89.2% | Reduced |
| Brevan Howard Capital Management LP | 27,135 | $1.98M | 0.02% | +27,135 | New |
| Jefferies Financial Group Inc. | 26,818 | $1.96M | 0.02% | +16,818+168.2% | Added |
| Bokf, NA | 26,737 | $1.95M | 0.03% | −687−2.5% | Reduced |
| FJ Capital Management LLC | 26,346 | $1.92M | 0.22% | +26,346 | New |
| Summit Trail Advisors, LLC | 26,258 | $1.92M | 0.03% | +1,507+6.1% | Added |
| BKD Wealth Advisors, LLC | 26,252 | $1.92M | 0.04% | −950−3.5% | Reduced |
| Empowered Funds, LLC | 26,139 | $1.91M | 0.01% | +26,139 | New |
| Pictet Asset Management Holding SA | 25,706 | $1.88M | 0.00% | +1,952+8.2% | Added |
| Concurrent Investment Advisors, LLC | 25,694 | $1.88M | 0.02% | +375+1.5% | Added |
| Caisse de Depot Et Placement du Quebec | 25,200 | $1.84M | 0.00% | −595,859−95.9% | Reduced |
| Fulcrum Wealth Advisors, LLC | 25,197 | $1.84M | 1.52% | −5,328−17.5% | Reduced |
| Impax Asset Management Group plc | 25,038 | $1.83M | 0.01% | +11,209+81.1% | Added |
| Ethic Inc. | 25,013 | $1.83M | 0.03% | +691+2.8% | Added |
| Advisory Services Network, LLC | 23,613 | $1.72M | 0.02% | −8,110−25.6% | Reduced |
| Investors Research Corp | 23,401 | $1.71M | 0.33% | −300−1.3% | Reduced |
| XTX Topco Ltd | 23,279 | $1.70M | 0.03% | −46,219−66.5% | Reduced |
| Qsemble Capital Management, LP | 23,127 | $1.69M | 0.13% | −83,615−78.3% | Reduced |
| Nilsine Partners, LLC | 21,798 | $1.68M | 0.13% | +2,559+13.3% | Added |
| Prana Capital Management, LP | 22,941 | $1.68M | 0.05% | +22,941 | New |
| Weaver C. Barksdale & Associates, Inc. | 22,728 | $1.66M | 1.58% | +1,297+6.1% | Added |
| Laird Norton Trust Company, LLC | 22,548 | $1.65M | 0.04% | +1,271+6.0% | Added |
| Vident Advisory, LLC | 22,030 | $1.61M | 0.01% | +752+3.5% | Added |
| Dark Forest Capital Management LP | 21,519 | $1.57M | 0.14% | −35,392−62.2% | Reduced |
| Xponance, Inc. | 21,503 | $1.57M | 0.01% | +4,578+27.0% | Added |
| Stephens Inc | 19,375 | $1.49M | 0.02% | +2,996+18.3% | Added |
| Ascent Group, LLC | 20,333 | $1.48M | 0.05% | +442+2.2% | Added |
| First Citizens Bank & Trust Co | 20,225 | $1.48M | 0.03% | −915−4.3% | Reduced |
| Abacus Planning Group, Inc. | 19,978 | $1.46M | 0.20% | −15−0.1% | Reduced |
| New Vernon Investment Management LLC | 19,796 | $1.45M | 1.54% | +19,796 | New |
| PEAK6 LLC | 19,580 | $1.43M | 0.04% | +19,580 | New |
| Rockefeller Capital Management L.P. | 18,954 | $1.38M | 0.00% | +2,016+11.9% | Added |
| Bailard, Inc. | 18,771 | $1.37M | 0.03% | −37−0.2% | Reduced |
| New York Life Investment Management LLC | 18,741 | $1.37M | 0.01% | +4,824+34.7% | Added |
| CWM, LLC | 18,674 | $1.36M | 0.00% | −11,583−38.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 18,517 | $1.35M | 0.01% | −1,106−5.6% | Reduced |
| Signaturefd, LLC | 18,297 | $1.34M | 0.02% | +245+1.4% | Added |
| Vestcor Inc | 18,239 | $1.33M | 0.04% | −114,953−86.3% | Reduced |
| Catalyst Funds Management Pty Ltd | 18,236 | $1.33M | 0.23% | +14,636+406.6% | Added |
| Advisory Research Inc | 18,083 | $1.32M | 0.16% | +758+4.4% | Added |
| Pacer Advisors, Inc. | 17,894 | $1.31M | 0.00% | −188−1.0% | Reduced |
| Evergreen Capital Management LLC | 17,476 | $1.28M | 0.03% | +5,553+46.6% | Added |
| Keynote Financial Services LLC | 17,441 | $1.27M | 0.68% | +1,150+7.1% | Added |
| Oak Thistle LLC | 17,421 | $1.27M | 0.12% | +14,611+520.0% | Added |
| Vise Technologies, Inc. | 16,047 | $1.24M | 0.02% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 16,616 | $1.21M | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 16,196 | $1.18M | 0.00% | −25,390−61.1% | Reduced |
| HB Wealth Management, LLC | 16,112 | $1.18M | 0.01% | +2,437+17.8% | Added |
| Neumann Capital Management, LLC | 16,041 | $1.17M | 0.35% | −669−4.0% | Reduced |
| Savant Capital, LLC | 15,961 | $1.17M | 0.01% | +3,088+24.0% | Added |
| Havemeyer Place LP | 15,922 | $1.16M | 0.13% | −5,148−24.4% | Reduced |
| Fieldview Capital Management, LLC | 15,825 | $1.16M | 0.34% | +10,723+210.2% | Added |
| Envestnet Asset Management Inc | 15,552 | $1.14M | 0.00% | +8,093+108.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 14,312 | $1.10M | 0.01% | +8,001+126.8% | Added |
| CAPROCK Group, Inc. | 15,047 | $1.10M | 0.03% | +4,644+44.6% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14,589 | $1.07M | 0.02% | +4,497+44.6% | Added |
| ISAM Funds (UK) Ltd | 14,521 | $1.06M | 0.52% | +14,521 | New |
| Benjamin Edwards Inc | 14,464 | $1.06M | 0.01% | +1,959+15.7% | Added |
| M&T Bank Corp | 14,428 | $1.05M | 0.00% | +4,393+43.8% | Added |
| HSBC Holdings PLC | 14,315 | $1.05M | 0.00% | +3,056+27.1% | Added |
| Parrish Capital LLC | 14,281 | $1.04M | 0.93% | +362+2.6% | Added |
| Swiss Life Asset Management Ltd | 18,885 | $1.04M | 0.01% | +11,246+147.2% | Added |
| Commerce Bank | 14,164 | $1.03M | 0.01% | +742+5.5% | Added |
| Magnetar Financial LLC | 14,159 | $1.03M | 0.01% | +6,454+83.8% | Added |
| Redwood Investment Management, LLC | 14,155 | $1.03M | 0.13% | +13+0.1% | Added |
| XML Financial, LLC | 13,755 | $1.00M | 0.08% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 13,659 | $997.5K | 0.01% | +4,263+45.4% | Added |
| Fox Run Management, L.L.C. | 13,661 | $997.1K | 0.17% | −7,897−36.6% | Reduced |
| Merit Financial Group, LLC | 13,181 | $962.6K | 0.01% | −454−3.3% | Reduced |
| Assetmark, Inc | 13,030 | $951.6K | 0.00% | +433+3.4% | Added |
| QRG Capital Management, Inc. | 12,955 | $946.1K | 0.01% | +929+7.7% | Added |
| Bessemer Group Inc | 12,873 | $941.0K | 0.00% | −69−0.5% | Reduced |
| Coldstream Capital Management Inc | 12,863 | $939.4K | 0.01% | +1,088+9.2% | Added |
| Federated Hermes, Inc. | 12,804 | $935.1K | 0.00% | −4,047−24.0% | Reduced |
| Prospera Financial Services Inc | 12,711 | $929.8K | 0.01% | −7,547−37.3% | Reduced |
| Wedmont Private Capital | 11,713 | $908.4K | 0.03% | +395+3.5% | Added |
| Chicago Partners Investment Group LLC | 11,331 | $876.2K | 0.02% | +279+2.5% | Added |
| Atlas Capital Advisors LLC | 11,973 | $874.4K | 0.10% | −2,661−18.2% | Reduced |
| Worldquant Millennium Advisors LLC | 11,705 | $854.8K | 0.00% | +7,714+193.3% | Added |
| MML Investors Services, LLC | 11,532 | $842.2K | 0.00% | −2,199−16.0% | Reduced |
| DMG Group, LLC | 11,529 | $842.0K | 0.57% | +196+1.7% | Added |
| Securian Asset Management, Inc | 11,219 | $819.3K | 0.03% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 11,155 | $814.6K | 0.05% | +70+0.6% | Added |