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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

Q2 2026 vs. Q1 2026

How the institutions holding Unum Group changed between Q1 2026 and Q2 2026.

All holders in Q2 2026All holders in Q1 2026

13F holders of UNM: Q1 2026 compared with Q2 2026
MeasureQ1 2026Of which not filed for Q2 2026Q2 2026Change
Holders7025766+69
Shares126.6M221.5K141.5M+15.1M (+12.0%)
Value$9.25B$16.2M$12.6B+$3.41B (+37.0%)

5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (120)

Institutions that held Unum Group at the end of Q2 2026 but not at the end of Q1 2026.

Showing the largest 100 of 120 by value.

Institutions new to UNM in Q2 2026
InstitutionSharesValue% of portfolio
Norges Bank13,256,645$1.19B0.12%
TOMS Capital Investment Management LP1,275,000$114.0M6.02%
Epoch Investment Partners, Inc.434,578$38.9M0.22%
TD Asset Management Inc147,385$13.2M0.01%
IFG Advisory, LLC115,618$10.3M0.36%
Capitolis Liquid Global Markets LLC114,000$10.2M0.04%
Jupiter Topco LLC100,767$9.01M0.00%
Ieq Capital, LLC86,700$7.75M0.04%
IMC-Chicago, LLC85,230$7.62M0.07%
Nomura Holdings Inc81,627$7.30M0.03%
Tudor Investment Corp Et Al68,542$6.13M0.03%
Panagora Asset Management Inc66,434$5.94M0.02%
Mizuho Markets Americas LLC45,200$4.04M0.07%
Acadian Asset Management LLC41,245$3.68M0.00%
Marshall Wace, LLP36,996$3.31M0.00%
Edgestream Partners, L.P.30,074$2.69M0.08%
Gotham Asset Management, LLC29,176$2.61M0.01%
Peak Financial Advisors LLC27,247$2.44M1.01%
Mackenzie Financial Corp20,768$1.86M0.00%
Genus Capital Management Inc.20,310$1.82M0.18%
Entropy Technologies, LP20,158$1.80M0.07%
Bleakley Financial Group, LLC19,372$1.73M0.02%
Convergence Investment Partners, LLC18,308$1.64M0.16%
Gradient Investments LLC17,893$1.60M0.02%
Dockside LLC16,373$1.46M0.34%
Aquatic Capital Management LLC15,769$1.41M0.05%
JSF Financial, LLC13,690$1.22M0.20%
Cary Street Partners Financial LLC13,214$1.18M0.03%
Global Retirement Partners, LLC11,774$1.05M0.02%
Grantham, Mayo, Van Otterloo & Co. LLC11,562$1.03M0.00%
Elo Mutual Pension Insurance Co11,529$1.03M0.01%
Aster Capital Management (DIFC) Ltd9,304$831.8K0.18%
Centiva Capital, LP9,190$821.6K0.03%
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main8,184$731.6K0.00%
GWN Securities Inc.7,920$708.0K0.12%
Capstone Investment Advisors, LLC6,640$593.6K0.00%
Ethos Financial Group, LLC7,019$590.5K0.04%
Prelude Capital Management, LLC6,410$573.1K0.04%
Nykredit A/S6,189$553.3K0.00%
Vestmark Advisory Solutions, Inc.6,111$546.3K0.01%
Mount Yale Investment Advisors, LLC5,883$526.0K0.01%
Citizens Financial Group Inc5,514$493.0K0.01%
Catalyst Financial Partners LLC5,251$469.4K0.05%
Buckingham Strategic Partners4,806$429.7K0.00%
Viewpoint Investment Partners Corp4,500$402.3K0.14%
Park Capital Management, LLC3,959$354.0K0.21%
Warren Averett Asset Management, LLC3,952$353.4K0.00%
Emerald Investment Advisers, LLC3,746$334.9K0.02%
Aigen Investment Management, LP3,549$317.3K0.09%
Boothbay Fund Management, LLC3,502$313.1K0.01%
Simplex Trading, LLC3,403$304.2K0.01%
Kathmere Capital Management, LLC3,060$273.6K0.01%
Savvy Advisors, Inc.3,020$270.0K0.01%
Proficio Capital Partners LLC2,977$266.1K0.01%
Ariadne Wealth Management, LP2,874$256.9K0.11%
Symmetry Partners, LLC2,850$254.8K0.01%
Valeo Financial Advisors, LLC2,814$251.6K0.01%
Aire Advisors, LLC2,785$249.0K0.04%
Fragasso Group Inc.2,766$247.3K0.01%
West Family Investments, Inc.2,764$247.1K0.07%
Clark Capital Management Group, Inc.2,752$246.0K0.00%
Beacon Financial Group2,707$242.0K0.02%
Norden Group LLC2,671$238.7K0.02%
Leigh Baldwin & Co., LLC2,640$236.0K0.13%
Paragon Capital Management Ltd2,631$235.2K0.04%
Sagespring Wealth Partners, LLC2,619$234.2K0.00%
Sym Financial Corp2,606$233.0K0.02%
Syverson Strege & Co2,588$231.4K0.05%
Carl P. Sherr & Co., LLC2,560$228.8K0.10%
VestGen Advisors, LLC2,554$228.3K0.01%
We Are One Seven, LLC2,549$227.9K0.00%
Robertson Stephens Wealth Management, LLC2,546$227.6K0.01%
Snowden Capital Advisors LLC2,545$227.5K0.01%
ARGA Investment Management, LP2,506$224.0K0.01%
Beaton Management Co. Inc.2,500$224.0K0.09%
Venturi Wealth Management, LLC2,458$219.7K0.01%
StoneX Group Inc.2,510$217.1K0.01%
NorthCrest Asset Manangement, LLC2,444$216.1K0.01%
Walker Asset Management, LLC2,407$215.2K0.11%
Able Wealth Management LLC2,395$214.1K0.05%
Axxion S.A.2,391$213.8K0.02%
Choate Investment Advisors2,373$212.1K0.00%
Tiaa-Cref Individual & Institutional Services, LLC2,341$209.3K0.00%
Miracle Mile Advisors, LLC2,325$207.9K0.00%
Rafferty Asset Management, LLC2,316$207.1K0.00%
Occidental Asset Management, LLC2,284$204.2K0.02%
Bull Harbor Capital LLC2,281$203.9K0.04%
RFG Advisory, LLC2,272$203.1K0.00%
Parsons Capital Management Inc2,264$202.4K0.01%
Stratos Wealth Partners, LTD.2,251$201.2K0.00%
Ponta Wealth Partners, LLC2,249$201.1K0.11%
Resonant Capital Advisors, LLC2,239$200.2K0.01%
Principal Securities, Inc.2,238$200.1K0.00%
Continuum Advisory, LLC1,993$178.2K0.01%
Cary Street Partner Investment Advisory LLC1,084$96.9K0.02%
Institute for Wealth Management, LLC.914$81.7K0.01%
Trust Co of Vermont521$46.6K0.00%
Regatta Research & Money Management300$26.8K0.03%
Action Point Financial Planning, LLC174$15.2K0.00%
Wealth Enhancement Trust Services, Inc.100$8.94K0.00%

Sold out (51)

Institutions that held Unum Group at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of UNM in Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Van Eck Associates Corp124,604$9.10M
Hennessy Advisors Inc89,500$6.54M
Healthcare of Ontario Pension Plan Trust Fund77,928$5.69M
Moore Capital Management, LP30,840$2.25M
FORA Capital, LLC28,146$2.06M
FJ Capital Management LLC26,346$1.92M
Neumann Capital Management, LLC16,041$1.17M
Havemeyer Place LP15,922$1.16M
ISAM Funds (UK) Ltd14,521$1.06M
Magnetar Financial LLC14,159$1.03M
Kentucky Retirement Systems21,562$756.0K
G2 Capital Management, LLC9,351$682.9K
Gsa Capital Partners LLP8,043$587.0K
Shay Capital LLC7,500$547.7K
Integrity Alliance, LLC.5,704$416.6K
Farringdon Capital, Ltd.5,682$415.0K
AlphaGrep UK Ltd5,585$407.9K
Longfellow Investment Management Co LLC5,576$407.2K
Denali Advisors LLC5,120$373.9K
Kestra Private Wealth Services, LLC4,804$350.8K
Mirabella Financial Services LLP4,507$329.1K
Oppenheimer & Co Inc4,500$328.6K
Calamos Advisors LLC3,925$286.6K
Calamos Wealth Management LLC3,925$286.6K
Oxford Asset Management LLP3,567$260.5K
Laurion Capital Management LP3,197$233.5K
Nations Financial Group Inc,3,102$226.5K
Capital Investment Advisors, LLC2,882$210.5K
Root Financial Partners, LLC1,265$92.4K
Proffitt & Goodson Inc1,154$84.3K
Evergreen Advisors, LLC1,000$73.0K
Capital Analysts, LLC958$70.0K
RWM Asset Management, LLC941$68.7K
Sound Income Strategies, LLC688$50.8K
Legacy Wealth Managment, LLC411$30.0K
MBM Wealth Consultants, LLC392$28.7K
SWAN Capital LLC300$21.9K
Bullock Wealth Management Group205$15.1K
Wealth Preservation Advisors, LLC175$12.8K
GoalVest Advisory LLC140$10.2K
Magnolia Wealth Management, LLC120$8.76K
Wall Street Financial Group, Inc.119$8.69K
Twin Peaks Wealth Advisors, LLC80$5.84K
Key Financial Inc64$4.67K
Lloyd Advisory Services, LLC.57$4.16K
Vermillion Wealth Management, Inc.11$803
Caitong International Asset Management Co., Ltd11$803
Intentional Wealth Strategies, LLC11$803
Brown, Lisle/Cummings, Inc.6$438
Curio Wealth, LLC4$292
Kilter Group LLC3$220

Not filed for Q2 2026 yet (5)

Institutions that held Unum Group at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UNM in Q1 2026 that haven't filed for Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Janus Henderson Group PLC104,373$7.62M
Skopos Labs, Inc.63,464$4.63M
DGS Capital Management, LLC34,512$2.52M
CWM, LLC18,674$1.36M
McIlrath & Eck, LLC463$33.8K