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 |
|---|---|---|---|---|---|
| Patten & Patten Inc | 11,077 | $809.0K | 0.05% | 00.0% | Unchanged |
| HM Payson & Co | 11,032 | $805.7K | 0.01% | −357−3.1% | Reduced |
| Crossmark Global Holdings, Inc. | 11,026 | $805.2K | 0.01% | −195−1.7% | Reduced |
| Keel Point, LLC | 10,959 | $800.3K | 0.05% | −193−1.7% | Reduced |
| CSS LLC | 10,789 | $787.9K | 0.04% | −1,040−8.8% | Reduced |
| Integrated Wealth Concepts LLC | 10,629 | $776.2K | 0.01% | +4,154+64.2% | Added |
| Federation des caisses Desjardins du Quebec | 10,628 | $776.2K | 0.00% | −2,216−17.3% | Reduced |
| Greenleaf Trust | 10,446 | $762.9K | 0.01% | +561+5.7% | Added |
| Boxwood Ventures, Inc. | 10,412 | $760.4K | 0.81% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 21,562 | $756.0K | 0.06% | +21,562 | New |
| Lido Advisors, LLC | 10,183 | $743.7K | 0.00% | +4,724+86.5% | Added |
| AE Wealth Management LLC | 10,180 | $743.5K | 0.00% | +51+0.5% | Added |
| Park Avenue Securities LLC | 9,993 | $730.0K | 0.01% | −1,229−11.0% | Reduced |
| Jump Financial, LLC | 9,924 | $724.8K | 0.01% | +7,317+280.7% | Added |
| Old National Bancorp | 9,692 | $707.8K | 0.01% | +289+3.1% | Added |
| Venture Visionary Partners LLC | 9,564 | $698.5K | 0.02% | −31−0.3% | Reduced |
| Carret Asset Management, LLC | 9,482 | $692.5K | 0.07% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 9,393 | $686.0K | 0.02% | −969−9.4% | Reduced |
| G2 Capital Management, LLC | 9,351 | $682.9K | 0.17% | +9,351 | New |
| BOS Asset Management, LLC | 9,208 | $672.4K | 0.17% | −2,160−19.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 9,182 | $670.5K | 0.04% | +4,630+101.7% | Added |
| GAMMA Investing LLC | 9,109 | $665.2K | 0.03% | −57−0.6% | Reduced |
| Abacus Wealth Partners, LLC | 9,077 | $662.9K | 0.06% | −1,662−15.5% | Reduced |
| Greenwood Capital Associates LLC | 8,978 | $655.7K | 0.07% | +8,978 | New |
| Utah Retirement Systems | 8,948 | $653.5K | 0.01% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 8,943 | $653.1K | 0.12% | −867−8.8% | Reduced |
| Mutual Advisors, LLC | 8,825 | $644.5K | 0.01% | +272+3.2% | Added |
| Old Port Advisors | 8,729 | $637.5K | 0.15% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 8,581 | $626.7K | 0.00% | −287−3.2% | Reduced |
| Tower Research Capital LLC (TRC) | 8,545 | $624.0K | 0.02% | +158+1.9% | Added |
| Optas, LLC | 8,503 | $621.0K | 0.09% | +5,558+188.7% | Added |
| Maryland State Retirement & Pension System | 8,486 | $619.7K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 8,441 | $615.3K | 0.00% | +60+0.7% | Added |
| Kestra Advisory Services, LLC | 8,352 | $609.9K | 0.00% | −1,049−11.2% | Reduced |
| Brinker Capital Investments, LLC | 8,273 | $604.1K | 0.01% | −467−5.3% | Reduced |
| Prosperity Consulting Group, LLC | 8,157 | $595.7K | 0.03% | +128+1.6% | Added |
| CIBC Asset Management Inc | 8,130 | $593.7K | 0.00% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 8,068 | $589.2K | 0.15% | −36−0.4% | Reduced |
| Gsa Capital Partners LLP | 8,043 | $587.0K | 0.04% | −25,081−75.7% | Reduced |
| Caption Management, LLC | 8,000 | $584.2K | 0.03% | +8,000 | New |
| Total Wealth Planning & Management, Inc. | 7,993 | $583.7K | 0.46% | +5+0.1% | Added |
| Aspen Investment Management Inc | 7,980 | $583.0K | 0.18% | −350−4.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 7,977 | $582.6K | 0.00% | +7,977 | New |
| Ameritas Advisory Services, LLC | 7,976 | $582.5K | 0.02% | −255−3.1% | Reduced |
| Quadrature Capital Ltd | 7,942 | $580.0K | 0.01% | +7,942 | New |
| D.A. Davidson & Co. | 7,922 | $578.6K | 0.00% | +144+1.9% | Added |
| RSM US Wealth Management LLC | 7,658 | $559.3K | 0.01% | −282−3.6% | Reduced |
| Kera Capital Partners, Inc. | 7,656 | $559.1K | 0.07% | +1,562+25.6% | Added |
| Axq Capital, LP | 7,624 | $556.8K | 0.07% | +7,624 | New |
| Hennion & Walsh Asset Management, Inc. | 7,562 | $552.3K | 0.02% | −104−1.4% | Reduced |
| Advisors Capital Management, LLC | 7,544 | $550.9K | 0.01% | +349+4.9% | Added |
| Meeder Advisory Services, Inc. | 7,522 | $549.3K | 0.02% | +76+1.0% | Added |
| Toroso Investments, LLC | 7,518 | $549.0K | 0.00% | −614−7.6% | Reduced |
| Campion Asset Management LLC | 7,516 | $548.9K | 0.37% | −13−0.2% | Reduced |
| Shay Capital LLC | 7,500 | $547.7K | 0.08% | +7,500 | New |
| SRS Capital Advisors, Inc. | 7,185 | $538.1K | 0.02% | −1,094−13.2% | Reduced |
| Huntington National Bank | 7,288 | $532.2K | 0.00% | +7,283+145,660.0% | Added |
| Farther Finance Advisors, LLC | 7,186 | $530.8K | 0.01% | +152+2.2% | Added |
| Baird Financial Group, Inc. | 7,241 | $528.8K | 0.00% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 7,076 | $516.8K | 0.01% | +2,752+63.6% | Added |
| Walleye Capital LLC | 6,993 | $510.7K | 0.00% | +6,925+10,183.8% | Added |
| Atria Investments LLC | 6,936 | $506.6K | 0.01% | +1,418+25.7% | Added |
| Callan Family Office, LLC | 6,928 | $505.9K | 0.01% | +116+1.7% | Added |
| Syon Capital LLC | 6,909 | $504.6K | 0.03% | −1,167−14.5% | Reduced |
| Pinebridge Investments LLC | 6,824 | $498.4K | 0.00% | +6,824 | New |
| Occudo Quantitative Strategies LP | 6,153 | $494.6K | 0.03% | −31,234−83.5% | Reduced |
| FourThought Financial Partners, LLC | 6,753 | $493.2K | 0.04% | +2,409+55.5% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6,733 | $491.7K | 0.06% | +236+3.6% | Added |
| Polymer Capital Management (US) LLC | 6,672 | $487.3K | 0.07% | −7,751−53.7% | Reduced |
| Accurate Wealth Management, LLC | 6,339 | $486.0K | 0.06% | +3,207+102.4% | Added |
| Zacks Investment Management | 6,472 | $472.6K | 0.00% | −1,093−14.4% | Reduced |
| Regions Financial Corp | 6,468 | $472.4K | 0.00% | −7−0.1% | Reduced |
| DnB Asset Management AS | 6,398 | $467.2K | 0.00% | +6,398 | New |
| Dynamic Technology Lab Private Ltd | 6,386 | $466.4K | 0.08% | +6,386 | New |
| IHT Wealth Management, LLC | 6,245 | $456.0K | 0.01% | +495+8.6% | Added |
| Fifth Third Wealth Advisors LLC | 6,137 | $448.2K | 0.02% | +297+5.1% | Added |
| Dorsey & Whitney Trust CO LLC | 6,134 | $448.0K | 0.02% | 00.0% | Unchanged |
| Brown Advisory Inc | 6,129 | $447.6K | 0.00% | +394+6.9% | Added |
| Brown Brothers Harriman & Co | 6,089 | $444.7K | 0.00% | +875+16.8% | Added |
| Hamilton Capital Partners Inc. | 6,069 | $443.2K | 0.01% | 00.0% | Unchanged |
| Patten Group, Inc. | 5,956 | $435.0K | 0.08% | +26+0.4% | Added |
| Investors Asset Management of Georgia Inc | 5,943 | $434.0K | 0.18% | +5+0.1% | Added |
| Sanctuary Advisors, LLC | 5,930 | $433.1K | 0.00% | +2,716+84.5% | Added |
| Glenview Trust Co | 5,893 | $430.4K | 0.01% | +30+0.5% | Added |
| Walleye Trading LLC | 5,823 | $425.3K | 0.01% | −369−6.0% | Reduced |
| Means Investment Co., Inc. | 5,795 | $423.2K | 0.04% | +25+0.4% | Added |
| Aries Wealth Management | 5,736 | $418.9K | 0.09% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 5,734 | $418.8K | 0.03% | −8,573−59.9% | Reduced |
| Aaron Wealth Advisors | 5,725 | $418.1K | 0.02% | −5,017−46.7% | Reduced |
| Integrity Alliance, LLC. | 5,704 | $416.6K | 0.02% | +21+0.4% | Added |
| Farringdon Capital, Ltd. | 5,682 | $415.0K | 0.09% | +5,682 | New |
| TD Capital Management LLC | 5,657 | $413.1K | 0.04% | 00.0% | Unchanged |
| GWM Advisors LLC | 5,645 | $412.2K | 0.00% | −356−5.9% | Reduced |
| Sterling Capital Management LLC | 5,599 | $408.9K | 0.01% | −4,423−44.1% | Reduced |
| AlphaGrep UK Ltd | 5,585 | $407.9K | 0.12% | −1,185−17.5% | Reduced |
| Longfellow Investment Management Co LLC | 5,576 | $407.2K | 0.08% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 5,522 | $403.3K | 0.02% | +207+3.9% | Added |
| Inceptionr LLC | 5,495 | $401.3K | 0.10% | −5,876−51.7% | Reduced |
| Arkadios Wealth Advisors | 5,459 | $398.7K | 0.01% | +159+3.0% | Added |
| Sharpepoint LLC | 5,439 | $397.2K | 0.24% | −62−1.1% | Reduced |