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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

13F holders, Q3 2026

Institutional positions in Unum Group as of Sep 30, 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders
6
+2 vs. Q2 2026
Shares held
20.4K
+296 (+1.5%) vs. Q2 2026
Total value
$1.79M
−$7.55K (−0.4%) vs. Q2 2026
New holders
2
2 more added
Sold out
0
1 more reduced

762 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2026: 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.

Institutional holders
Q1 2021: 459 institutionsQ2 2021: 451 institutionsQ3 2021: 459 institutionsQ4 2021: 444 institutionsQ1 2022: 466 institutionsQ2 2022: 487 institutionsQ3 2022: 492 institutionsQ4 2022: 528 institutionsQ1 2023: 527 institutionsQ2 2023: 557 institutionsQ3 2023: 580 institutionsQ4 2023: 572 institutionsQ1 2024: 580 institutionsQ2 2024: 579 institutionsQ3 2024: 625 institutionsQ4 2024: 685 institutionsQ1 2025: 729 institutionsQ2 2025: 736 institutionsQ3 2025: 674 institutionsQ4 2025: 699 institutionsQ1 2026: 702 institutionsQ2 2026: 766 institutions
Value held
Q1 2021: $4.67BQ2 2021: $4.88BQ3 2021: $4.18BQ4 2021: $4.09BQ1 2022: $5.36BQ2 2022: $5.76BQ3 2022: $6.59BQ4 2022: $6.94BQ1 2023: $6.65BQ2 2023: $7.97BQ3 2023: $8.14BQ4 2023: $7.51BQ1 2024: $8.87BQ2 2024: $8.25BQ3 2024: $9.30BQ4 2024: $11.3BQ1 2025: $12.6BQ2 2025: $12.3BQ3 2025: $10.4BQ4 2025: $11.3BQ1 2026: $9.25BQ2 2026: $12.6B
Institutions holding UNM and their total value by quarter
QuarterHoldersValue
Q2 2026766$12.6B
Q1 2026702$9.25B
Q4 2025699$11.3B
Q3 2025674$10.4B
Q2 2025736$12.3B
Q1 2025729$12.6B
Q4 2024685$11.3B
Q3 2024625$9.30B
Q2 2024579$8.25B
Q1 2024580$8.87B
Q4 2023572$7.51B
Q3 2023580$8.14B
Q2 2023557$7.97B
Q1 2023527$6.65B
Q4 2022528$6.94B
Q3 2022492$6.59B
Q2 2022487$5.76B
Q1 2022466$5.36B
Q4 2021444$4.09B
Q3 2021459$4.18B
Q2 2021451$4.88B
Q1 2021459$4.67B

Institutions, Q3 2026

Shares, value and share of portfolio for each institution holding Unum Group; share changes are against Q2 2026.

Institutions holding UNM in Q3 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Planning Strategies Inc.2$1750.00%+2New
GoalVest Advisory LLC53$4.65K0.00%+53New
CX Institutional352$31.0K0.00%+129+57.8%Added
Versant Capital Management, Inc3,166$277.8K0.02%+180+6.0%Added
Coastline Trust Co4,470$392.2K0.04%00.0%Unchanged
Parrish Capital LLC12,359$1.08M1.06%−68−0.5%Reduced
BlackRock, Inc.––––Not filed
Norges Bank––––Not filed
Vanguard Portfolio Management LLC––––Not filed
FMR LLC––––Not filed
Vanguard Capital Management LLC––––Not filed
State Street Corp––––Not filed
Dimensional Fund Advisors LP––––Not filed
Morgan Stanley––––Not filed
Geode Capital Management, LLC––––Not filed
AQR Capital Management LLC––––Not filed
LSV Asset Management––––Not filed
Goldman Sachs Group Inc––––Not filed
First Trust Advisors LP––––Not filed
Qube Research & Technologies Ltd––––Not filed
Nuveen, LLC––––Not filed
Two Sigma Investments, LP––––Not filed
Northern Trust Corp––––Not filed
Woodline Partners LP––––Not filed
Arrowstreet Capital, Limited Partnership––––Not filed
Millennium Management LLC––––Not filed
Victory Capital Management Inc––––Not filed
TOMS Capital Investment Management LP––––Not filed
Bank of New York Mellon Corp––––Not filed
D. E. Shaw & Co., Inc.––––Not filed
Charles Schwab Investment Management Inc––––Not filed
UBS Group AG––––Not filed
Balyasny Asset Management LLC––––Not filed
Royal Bank of Canada––––Not filed
Nordea Investment Management AB––––Not filed
Canada Pension Plan Investment Board––––Not filed
Vanguard Fiduciary Trust Co––––Not filed
Quantinno Capital Management LP––––Not filed
Jane Street Group, LLC––––Not filed
Point72 Asset Management, L.P.––––Not filed
Invesco Ltd.––––Not filed
Zurich Insurance Group Ltd––––Not filed
Swedbank AB––––Not filed
Adage Capital Partners GP, L.L.C.––––Not filed
Donald Smith & Co., Inc.––––Not filed
Jain Global LLC––––Not filed
Bank of America Corp––––Not filed
SEI Investments Co––––Not filed
Franklin Resources Inc––––Not filed
Freestone Grove Partners LP––––Not filed
JPMorgan Chase & Co––––Not filed
UBS Asset Management Americas Inc––––Not filed
Ensign Peak Advisors, Inc––––Not filed
Allspring Global Investments Holdings, LLC––––Not filed
Grace & White Inc––––Not filed
Allianz Asset Management GmbH––––Not filed
Epoch Investment Partners, Inc.––––Not filed
Assenagon Asset Management S.A.––––Not filed
Neuberger Berman Group LLC––––Not filed
Jacobs Levy Equity Management, Inc––––Not filed
Rhumbline Advisers––––Not filed
Algebris (UK) Ltd––––Not filed
Wedge Capital Management L L P––––Not filed
Deutsche Bank AG––––Not filed
Amundi––––Not filed
Citadel Advisors LLC––––Not filed
ProShare Advisors LLC––––Not filed
Principal Financial Group Inc––––Not filed
Alyeska Investment Group, L.P.––––Not filed
Truist Financial Corp––––Not filed
California Public Employees Retirement System––––Not filed
Los Angeles Capital Management LLC––––Not filed
LPL Financial LLC––––Not filed
Lazard Asset Management LLC––––Not filed
Swiss National Bank––––Not filed
Ameriprise Financial Inc––––Not filed
HRT Financial LP––––Not filed
Wellington Management Group LLP––––Not filed
Interval Partners, LP––––Not filed
Retirement Systems of Alabama––––Not filed
Storebrand Asset Management AS––––Not filed
Captrust Financial Advisors––––Not filed
Engineers Gate Manager LP––––Not filed
Squarepoint Ops LLC––––Not filed
Capital Fund Management S.A.––––Not filed
Schonfeld Strategic Advisors LLC––––Not filed
Gateway Investment Advisers LLC––––Not filed
CBOE Vest Financial, LLC––––Not filed
Raymond James Financial Inc––––Not filed
Bridgewater Associates, LP––––Not filed
Manufacturers Life Insurance Company, The––––Not filed
Legal & General Group Plc––––Not filed
Susquehanna International Group, LLP––––Not filed
Algert Global LLC––––Not filed
Creative Planning––––Not filed
DekaBank Deutsche Girozentrale––––Not filed
Virginia Retirement Systems Et Al––––Not filed
Voloridge Investment Management, LLC––––Not filed
McGowan Group Asset Management, Inc.––––Not filed
Russell Investments Group, Ltd.––––Not filed