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 |
|---|---|---|---|---|---|
| R Squared Ltd | 5,410 | $395.1K | 0.22% | −925−14.6% | Reduced |
| Change Path, LLC | 5,324 | $388.8K | 0.01% | +5,324 | New |
| Quent Capital, LLC | 5,305 | $387.4K | 0.03% | −283−5.1% | Reduced |
| Wedbush Securities Inc | 5,257 | $384.0K | 0.01% | +43+0.8% | Added |
| Csenge Advisory Group | 5,198 | $379.6K | 0.02% | −264−4.8% | Reduced |
| Kingsview Wealth Management, LLC | 5,171 | $377.6K | 0.01% | −222−4.1% | Reduced |
| Quadrant Capital Group LLC | 5,132 | $374.8K | 0.01% | +395+8.3% | Added |
| Denali Advisors LLC | 5,120 | $373.9K | 0.04% | 00.0% | Unchanged |
| First Horizon Corp | 5,108 | $373.0K | 0.02% | −335−6.2% | Reduced |
| Brooks, Moore & Associates, Inc. | 5,098 | $372.3K | 0.19% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 5,079 | $371.0K | 0.01% | +2,092+70.0% | Added |
| EP Wealth Advisors, LLC | 5,044 | $368.4K | 0.00% | −5,168−50.6% | Reduced |
| Blair William & Co | 5,038 | $367.9K | 0.00% | −13−0.3% | Reduced |
| nVerses Capital, LLC | 4,990 | $364.4K | 0.33% | +4,990 | New |
| Shelton Capital Management | 4,985 | $364.1K | 0.01% | −317−6.0% | Reduced |
| Everence Capital Management Inc | 4,937 | $361.0K | 0.02% | +267+5.7% | Added |
| North Dakota State Investment Board | 4,942 | $360.9K | 0.02% | −1,010−17.0% | Reduced |
| Boston Private Wealth LLC | 4,939 | $360.7K | 0.02% | +75+1.5% | Added |
| Great Lakes Advisors, LLC | 4,903 | $358.1K | 0.00% | −443−8.3% | Reduced |
| Erste Asset Management GmbH | 4,900 | $357.7K | 0.00% | −1,600−24.6% | Reduced |
| KBC Group NV | 4,890 | $357.0K | 0.00% | 00.0% | Unchanged |
| CIBC Bancorp USA Inc. | 4,825 | $352.4K | 0.00% | +4,825 | New |
| Kestra Private Wealth Services, LLC | 4,804 | $350.8K | 0.00% | +60+1.3% | Added |
| GeoWealth Management, LLC | 4,697 | $343.0K | 0.01% | +4,697 | New |
| Bridgefront Capital, LLC | 4,681 | $341.9K | 0.08% | +4,681 | New |
| Atomi Financial Group, Inc. | 4,672 | $341.2K | 0.01% | −634−11.9% | Reduced |
| Mirabella Financial Services LLP | 4,507 | $329.1K | 0.03% | −2,786−38.2% | Reduced |
| Oppenheimer & Co Inc | 4,500 | $328.6K | 0.00% | −4,629−50.7% | Reduced |
| Tripletail Wealth Management, LLC | 4,404 | $326.6K | 0.45% | −300−6.4% | Reduced |
| Coastline Trust Co | 4,470 | $326.4K | 0.03% | 00.0% | Unchanged |
| Frec Markets, Inc. | 4,444 | $324.5K | 0.06% | +4,444 | New |
| AlTi Global, Inc. | 4,427 | $323.3K | 0.01% | −6−0.1% | Reduced |
| Jacobi Capital Management LLC | 4,331 | $316.3K | 0.02% | +778+21.9% | Added |
| Delta Asset Management LLC | 4,325 | $315.9K | 0.03% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 4,305 | $314.4K | 0.01% | −319−6.9% | Reduced |
| Seeds Investor LLC | 4,044 | $313.5K | 0.04% | −26−0.6% | Reduced |
| Beacon Pointe Advisors, LLC | 4,243 | $309.9K | 0.00% | +4,243 | New |
| Empirical Asset Management, LLC | 4,195 | $306.4K | 0.08% | +4,195 | New |
| J.W. Cole Advisors, Inc. | 4,148 | $302.9K | 0.01% | +3+0.1% | Added |
| Allworth Financial LP | 4,133 | $301.9K | 0.00% | −863−17.3% | Reduced |
| JMN Financial LLC | 4,132 | $301.8K | 0.30% | −3,758−47.6% | Reduced |
| Wetzel Investment Advisors, Inc. | 4,090 | $298.7K | 0.12% | −100−2.4% | Reduced |
| Commonwealth Financial Services, LLC | 4,047 | $295.6K | 0.05% | +4,047 | New |
| Anchyra Partners LLC | 4,026 | $294.0K | 0.09% | +4,026 | New |
| Schulhoff & Co Inc | 4,000 | $292.1K | 0.12% | 00.0% | Unchanged |
| Arnhold LLC | 4,000 | $292.1K | 0.02% | 00.0% | Unchanged |
| Mather Group, LLC. | 3,980 | $290.7K | 0.00% | −80−2.0% | Reduced |
| Calamos Advisors LLC | 3,925 | $286.6K | 0.00% | +3,925 | New |
| Calamos Wealth Management LLC | 3,925 | $286.6K | 0.01% | +3,925 | New |
| Camden Capital, LLC | 3,871 | $282.7K | 0.02% | +992+34.5% | Added |
| Paulson Wealth Management Inc. | 3,857 | $281.7K | 0.07% | −123−3.1% | Reduced |
| Brighton Jones LLC | 3,846 | $280.9K | 0.01% | +3,846 | New |
| 111 Capital | 3,806 | $278.0K | 0.07% | −1,893−33.2% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 3,800 | $277.5K | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 3,791 | $276.9K | 0.01% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 3,782 | $276.2K | 0.00% | +35+0.9% | Added |
| Centurion Wealth Management LLC | 3,750 | $273.9K | 0.06% | 00.0% | Unchanged |
| Net Worth Advisory Group | 3,747 | $273.6K | 0.06% | −509−12.0% | Reduced |
| Perigon Wealth Management, LLC | 3,717 | $271.5K | 0.00% | −1,141−23.5% | Reduced |
| Atom Investors LP | 3,672 | $268.2K | 0.02% | +3,672 | New |
| Baker Avenue Asset Management, LP | 3,659 | $267.2K | 0.01% | −214−5.5% | Reduced |
| Graham Capital Management, L.P. | 3,629 | $265.0K | 0.01% | +3,629 | New |
| Sage Rhino Capital LLC | 3,587 | $262.0K | 0.05% | +108+3.1% | Added |
| Oxford Asset Management LLP | 3,567 | $260.5K | 0.11% | −3,544−49.8% | Reduced |
| NewEdge Wealth, LLC | 3,554 | $259.5K | 0.00% | −1,385−28.0% | Reduced |
| Capital Square, LLC | 3,332 | $258.2K | 0.12% | +10.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 3,517 | $256.8K | 0.01% | −16−0.5% | Reduced |
| Evolve Private Wealth, LLC | 3,516 | $256.8K | 0.01% | −247−6.6% | Reduced |
| Welch & Forbes LLC | 3,515 | $256.7K | 0.00% | −57−1.6% | Reduced |
| Spinnaker Trust | 3,515 | $256.7K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 3,480 | $254.0K | 0.03% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 3,416 | $249.5K | 0.05% | −252−6.9% | Reduced |
| Elyxium Wealth, LLC | 3,410 | $249.0K | 0.08% | +78+2.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,399 | $248.2K | 0.00% | +853+33.5% | Added |
| Integrated Advisors Network LLC | 3,363 | $245.6K | 0.01% | +3,363 | New |
| IFP Advisors, Inc | 3,357 | $245.2K | 0.01% | −2,738−44.9% | Reduced |
| Diversified Enterprises, LLC | 3,321 | $242.5K | 0.01% | −82−2.4% | Reduced |
| Diversified Trust Co | 3,315 | $242.1K | 0.00% | −579−14.9% | Reduced |
| Eastern Bank | 3,298 | $240.9K | 0.00% | −6−0.2% | Reduced |
| Vontobel Holding Ltd. | 3,296 | $240.7K | 0.00% | −109−3.2% | Reduced |
| Nichols & Pratt Advisers LLP | 3,270 | $238.8K | 0.02% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 3,260 | $238.1K | 0.03% | +3,260 | New |
| Clearstead Advisors, LLC | 3,249 | $237.3K | 0.00% | −497−13.3% | Reduced |
| Krilogy Financial LLC | 2,993 | $236.4K | 0.01% | −633−17.5% | Reduced |
| Fidelis Capital Partners, LLC | 3,206 | $234.1K | 0.02% | +84+2.7% | Added |
| Wealthspire Advisors, LLC | 3,202 | $233.8K | 0.00% | −1,985−38.3% | Reduced |
| Bank & Trust Co | 3,202 | $233.8K | 0.16% | 00.0% | Unchanged |
| Laurion Capital Management LP | 3,197 | $233.5K | 0.02% | +3,197 | New |
| KPP Advisory Services LLC | 3,194 | $233.3K | 0.03% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 3,184 | $232.6K | 0.00% | +186+6.2% | Added |
| Horizon Investments, LLC | 3,184 | $231.2K | 0.00% | −280−8.1% | Reduced |
| TCG Advisory Services, LLC | 3,157 | $230.6K | 0.01% | −667−17.4% | Reduced |
| Nations Financial Group Inc, | 3,102 | $226.5K | 0.01% | −39,815−92.8% | Reduced |
| Ronald Blue Trust, Inc. | 3,096 | $226.1K | 0.00% | −34−1.1% | Reduced |
| Umb Bank N A | 3,095 | $226.0K | 0.00% | −971−23.9% | Reduced |
| Eurizon Capital SGR S.p.A. | 3,080 | $225.9K | 0.00% | −1,400−31.3% | Reduced |
| Machina Capital S.A.S. | 3,047 | $222.5K | 0.04% | +3,047 | New |
| Sterling Investment Counsel, LLC | 3,043 | $222.2K | 0.06% | +99+3.4% | Added |
| MJP Associates Inc | 3,014 | $220.1K | 0.03% | +87+3.0% | Added |
| Advisor OS, LLC | 3,014 | $220.1K | 0.02% | +87+3.0% | Added |