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 |
|---|---|---|---|---|---|
| Sage Capital Management, LLC | 3,007 | $219.7K | 0.10% | +19+0.6% | Added |
| Sigma Planning Corp | 3,005 | $219.5K | 0.01% | −21−0.7% | Reduced |
| Plancorp, LLC | 2,857 | $219.0K | 0.01% | −3,069−51.8% | Reduced |
| Claro Advisors LLC | 2,996 | $218.8K | 0.03% | +2,996 | New |
| Nomura Asset Management Co Ltd | 2,980 | $217.6K | 0.00% | +900+43.3% | Added |
| Portland Global Advisors LLC | 2,925 | $213.6K | 0.02% | 00.0% | Unchanged |
| Victory Financial Group, LLC | 2,913 | $212.7K | 0.03% | +2,913 | New |
| Capital Investment Advisors, LLC | 2,882 | $210.5K | 0.00% | +9+0.3% | Added |
| Smartleaf Asset Management LLC | 2,883 | $210.4K | 0.01% | +102+3.7% | Added |
| Midwest Trust Co | 2,874 | $209.9K | 0.00% | −384−11.8% | Reduced |
| Daymark Wealth Partners, LLC | 2,863 | $209.1K | 0.01% | +2,863 | New |
| Hantz Financial Services, Inc. | 2,868 | $209.0K | 0.00% | +679+31.0% | Added |
| Fountainhead AM, LLC | 2,832 | $206.9K | 0.19% | +2,832 | New |
| Crestwood Advisors Group LLC | 2,825 | $206.3K | 0.00% | +43+1.5% | Added |
| Independent Advisor Alliance | 2,805 | $204.8K | 0.00% | +2,805 | New |
| Quotient Wealth Partners, LLC | 2,791 | $203.8K | 0.01% | +2,791 | New |
| PFG Investments, LLC | 2,779 | $203.0K | 0.01% | −45−1.6% | Reduced |
| Profund Advisors LLC | 2,774 | $202.6K | 0.01% | −351−11.2% | Reduced |
| West Branch Capital LLC | 2,709 | $197.8K | 0.05% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 2,580 | $188.4K | 0.00% | −477−15.6% | Reduced |
| Toth Financial Advisory Corp | 2,559 | $186.9K | 0.02% | 00.0% | Unchanged |
| Group One Trading, L.P. | 2,361 | $172.4K | 0.01% | +2,120+879.7% | Added |
| J.Safra Asset Management Corp | 2,340 | $170.9K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,338 | $170.7K | 0.00% | −106−4.3% | Reduced |
| Curat Global, LLC | 2,195 | $160.3K | 0.16% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,167 | $158.3K | 0.02% | +235+12.2% | Added |
| TD Waterhouse Canada Inc. | 2,060 | $152.2K | 0.00% | +209+11.3% | Added |
| Exchange Traded Concepts, LLC | 2,048 | $149.6K | 0.00% | −1,351−39.7% | Reduced |
| EverSource Wealth Advisors, LLC | 1,995 | $145.7K | 0.00% | +9+0.5% | Added |
| New England Capital Financial Advisors LLC | 1,904 | $139.1K | 0.04% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 1,900 | $138.8K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,813 | $132.4K | 0.00% | +301+19.9% | Added |
| State of Wyoming | 1,792 | $130.9K | 0.02% | −6,297−77.8% | Reduced |
| Employees Retirement System of Texas | 1,748 | $128.0K | 0.00% | +1,748 | New |
| Addison Advisors LLC | 1,595 | $116.5K | 0.03% | −19−1.2% | Reduced |
| Caitlin John, LLC | 1,500 | $109.6K | 0.07% | −158−9.5% | Reduced |
| Richardson Financial Services Inc. | 1,485 | $108.5K | 0.07% | −10−0.7% | Reduced |
| Westfuller Advisors, LLC | 1,414 | $103.3K | 0.04% | +39+2.8% | Added |
| CVA Family Office, LLC | 1,379 | $100.7K | 0.01% | +289+26.5% | Added |
| St Germain D J Co Inc | 1,277 | $93.3K | 0.00% | +667+109.3% | Added |
| Root Financial Partners, LLC | 1,265 | $92.4K | 0.00% | +166+15.1% | Added |
| Basecamp Wealth Advisors LLC | 1,255 | $91.7K | 0.02% | +7+0.6% | Added |
| Whittier Trust Co of Nevada Inc | 1,172 | $88.9K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,135 | $86.1K | 0.00% | −51−4.3% | Reduced |
| Center for Financial Planning, Inc. | 1,178 | $86.0K | 0.01% | −56−4.5% | Reduced |
| WPG Advisers, LLC | 1,156 | $84.4K | 0.06% | −175−13.1% | Reduced |
| Proffitt & Goodson Inc | 1,154 | $84.3K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,151 | $84.1K | 0.00% | −868−43.0% | Reduced |
| Parkside Financial Bank & Trust | 1,065 | $77.8K | 0.01% | −81−7.1% | Reduced |
| Hoey Investments, Inc | 1,050 | $76.7K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,027 | $75.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,013 | $74.0K | 0.00% | +138+15.8% | Added |
| Central Trust Co | 1,000 | $73.0K | 0.00% | 00.0% | Unchanged |
| Evergreen Advisors, LLC | 1,000 | $73.0K | 0.02% | +1,000 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 973 | $71.1K | 0.00% | −49,112−98.1% | Reduced |
| Capital Analysts, LLC | 958 | $70.0K | 0.00% | +6+0.6% | Added |
| SBI Securities Co., Ltd. | 957 | $69.9K | 0.00% | +41+4.5% | Added |
| William B. Walkup & Associates, Inc. | 855 | $69.6K | 0.04% | −275−24.3% | Reduced |
| Cassaday & Co Wealth Management LLC | 953 | $69.6K | 0.00% | +953 | New |
| RWM Asset Management, LLC | 941 | $68.7K | 0.01% | +941 | New |
| V-Square Quantitative Management LLC | 932 | $68.1K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 922 | $67.3K | 0.00% | +74+8.7% | Added |
| Geneos Wealth Management Inc. | 835 | $61.0K | 0.00% | +3+0.4% | Added |
| Private Trust Co NA | 789 | $57.6K | 0.01% | −1,868−70.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 782 | $57.1K | 0.00% | −12−1.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 775 | $56.6K | 0.00% | +297+62.1% | Added |
| International Assets Investment Management, LLC | 750 | $55.4K | 0.00% | +750 | New |
| Los Angeles Capital Management LLC | 732 | $53.5K | 0.00% | +9+1.2% | Added |
| JPL Wealth Management, LLC | 716 | $52.3K | 0.01% | +716 | New |
| MCF Advisors LLC | 705 | $51.5K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 688 | $50.8K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 633 | $46.2K | 0.02% | +237+59.8% | Added |
| SJS Investment Consulting Inc. | 630 | $46.0K | 0.01% | +22+3.6% | Added |
| Quarry LP | 630 | $46.0K | 0.01% | +630 | New |
| Millstone Evans Group, LLC | 620 | $45.3K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 606 | $44.0K | 0.03% | −931−60.6% | Reduced |
| True Wealth Design, LLC | 594 | $43.4K | 0.01% | −14−2.3% | Reduced |
| 1620 Investment Advisors, Inc. | 571 | $41.7K | 0.03% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 524 | $38.3K | 0.00% | +54+11.5% | Added |
| Nalls Sherbakoff Group, LLC | 500 | $36.5K | 0.03% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 463 | $33.8K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 429 | $31.3K | 0.00% | +2+0.5% | Added |
| N.E.W. Advisory Services LLC | 427 | $31.2K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 418 | $30.9K | 0.02% | +292+231.7% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 415 | $30.3K | 0.01% | −208−33.4% | Reduced |
| Legacy Wealth Managment, LLC | 411 | $30.0K | 0.01% | 00.0% | Unchanged |
| Triumph Capital Management | 400 | $29.2K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 396 | $28.9K | 0.01% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 392 | $28.7K | 0.01% | +392 | New |
| WealthCollab, LLC | 370 | $27.0K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 354 | $26.1K | 0.01% | +112+46.3% | Added |
| SHP Wealth Management | 358 | $26.1K | 0.00% | +32+9.8% | Added |
| Armstrong Advisory Group, Inc | 322 | $23.5K | 0.00% | +155+92.8% | Added |
| Essential Partners LLC | 320 | $23.4K | 0.01% | −505−61.2% | Reduced |
| Merrithew & Thorsten Inc | 315 | $23.0K | 0.02% | +2+0.6% | Added |
| Founders Capital Management | 300 | $21.9K | 0.01% | 00.0% | Unchanged |
| SWAN Capital LLC | 300 | $21.9K | 0.01% | +300 | New |
| Kerr Financial Planning Corp | 279 | $21.7K | 0.03% | +1+0.4% | Added |
| Measured Wealth Private Client Group, LLC | 283 | $20.7K | 0.01% | −1,783−86.3% | Reduced |
| JFS Wealth Advisors, LLC | 283 | $20.7K | 0.00% | +7+2.5% | Added |