Unum Group

UNM

Exchange: NYSE
Industry: Accident & Health Insurance
SEC CIK: 0000005513

SEC filings (opens in a new tab)

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

Value held

Institutions holding UNM and their total value by quarter
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, 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
Institution	Shares	Value	% of portfolio	Change in shares	Action
Arizona State Retirement System	–	–	–	–	Not filed
Anchor Investment Management, LLC	–	–	–	–	Not filed
TD Private Client Wealth LLC	–	–	–	–	Not filed
Natixis Advisors, L.P.	–	–	–	–	Not filed
apricus wealth, LLC	–	–	–	–	Not filed
Bank of Montreal	–	–	–	–	Not filed
Nomura Asset Management International Inc.	–	–	–	–	Not filed
Marshall Wace, LLP	–	–	–	–	Not filed
Janney Montgomery Scott LLC	–	–	–	–	Not filed
Great Diamond Partners, LLC	–	–	–	–	Not filed
Waterfront Wealth Inc.	–	–	–	–	Not filed
Vanguard Investments Australia, Ltd.	–	–	–	–	Not filed
Sculati Wealth Management, LLC	–	–	–	–	Not filed
Sequoia Financial Advisors, LLC	–	–	–	–	Not filed
Commonwealth of Pennsylvania Public School Empls Retrmt Sys	–	–	–	–	Not filed
Numerai GP LLC	–	–	–	–	Not filed
Ritholtz Wealth Management	–	–	–	–	Not filed
Naples Global Advisors, LLC	–	–	–	–	Not filed
State of Michigan Retirement System	–	–	–	–	Not filed
Advisor Group Holdings, Inc.	–	–	–	–	Not filed
The PNC Financial Services Group, Inc.	–	–	–	–	Not filed
PEAK6 LLC	–	–	–	–	Not filed
Ethic Inc.	–	–	–	–	Not filed
Caxton Associates LLP	–	–	–	–	Not filed
Northwestern Mutual Investment Management Company, LLC	–	–	–	–	Not filed
New Mexico Educational Retirement Board	–	–	–	–	Not filed
Kendall Capital Management	–	–	–	–	Not filed
HHM Wealth Advisors, LLC	–	–	–	–	Not filed
Glenmede Trust Co NA	–	–	–	–	Not filed
Oregon Public Employees Retirement Fund	–	–	–	–	Not filed
Consolidated Planning Corp	–	–	–	–	Not filed
Edgestream Partners, L.P.	–	–	–	–	Not filed
Klein Pavlis & Peasley Financial, Inc.	–	–	–	–	Not filed
Graham Capital Management, L.P.	–	–	–	–	Not filed
Gotham Asset Management, LLC	–	–	–	–	Not filed
Quadrature Capital Ltd	–	–	–	–	Not filed
Cambridge Investment Research Advisors, Inc.	–	–	–	–	Not filed
Catalyst Funds Management Pty Ltd	–	–	–	–	Not filed
Axq Capital, LP	–	–	–	–	Not filed
Peak Financial Advisors LLC	–	–	–	–	Not filed
Aviance Capital Partners, LLC	–	–	–	–	Not filed
Illinois Municipal Retirement Fund	–	–	–	–	Not filed
Impax Asset Management Group plc	–	–	–	–	Not filed
BKD Wealth Advisors, LLC	–	–	–	–	Not filed
Concurrent Investment Advisors, LLC	–	–	–	–	Not filed
Bokf, NA	–	–	–	–	Not filed
Goelzer Investment Management, Inc.	–	–	–	–	Not filed
Savant Capital, LLC	–	–	–	–	Not filed
Machina Capital S.A.S.	–	–	–	–	Not filed
Summit Trail Advisors, LLC	–	–	–	–	Not filed
Bailard, Inc.	–	–	–	–	Not filed
Advisory Services Network, LLC	–	–	–	–	Not filed
Barnett & Company, Inc.	–	–	–	–	Not filed
Laird Norton Trust Company, LLC	–	–	–	–	Not filed
Weaver C. Barksdale & Associates, Inc.	–	–	–	–	Not filed
HSBC Holdings PLC	–	–	–	–	Not filed
Ascent Group, LLC	–	–	–	–	Not filed
SummitTX Capital, L.P.	–	–	–	–	Not filed
Pictet Asset Management Holding SA	–	–	–	–	Not filed
Wiley Bros.-Aintree Capital, LLC	–	–	–	–	Not filed
Nilsine Partners, LLC	–	–	–	–	Not filed
Pacer Advisors, Inc.	–	–	–	–	Not filed
Investors Research Corp	–	–	–	–	Not filed
DRW Securities, LLC	–	–	–	–	Not filed
Rockefeller Capital Management L.P.	–	–	–	–	Not filed
Mackenzie Financial Corp	–	–	–	–	Not filed
First Citizens Bank & Trust Co	–	–	–	–	Not filed
Xponance, Inc.	–	–	–	–	Not filed
Genus Capital Management Inc.	–	–	–	–	Not filed
Vident Advisory, LLC	–	–	–	–	Not filed
Entropy Technologies, LP	–	–	–	–	Not filed
Abacus Planning Group, Inc.	–	–	–	–	Not filed
Evergreen Capital Management LLC	–	–	–	–	Not filed
New York Life Investment Management LLC	–	–	–	–	Not filed
New Vernon Investment Management LLC	–	–	–	–	Not filed
CAPROCK Group, Inc.	–	–	–	–	Not filed
Vise Technologies, Inc.	–	–	–	–	Not filed
Bleakley Financial Group, LLC	–	–	–	–	Not filed
Signaturefd, LLC	–	–	–	–	Not filed
Stephens Inc	–	–	–	–	Not filed
Envestnet Portfolio Solutions, Inc.	–	–	–	–	Not filed
HB Wealth Management, LLC	–	–	–	–	Not filed
Convergence Investment Partners, LLC	–	–	–	–	Not filed
Oak Thistle LLC	–	–	–	–	Not filed
Advisory Research Inc	–	–	–	–	Not filed
Burney Co	–	–	–	–	Not filed
Gradient Investments LLC	–	–	–	–	Not filed
Keynote Financial Services LLC	–	–	–	–	Not filed
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	–	–	–	–	Not filed
Fox Run Management, L.L.C.	–	–	–	–	Not filed
Landscape Capital Management, L.L.C.	–	–	–	–	Not filed
Dockside LLC	–	–	–	–	Not filed
Aquatic Capital Management LLC	–	–	–	–	Not filed
Merit Financial Group, LLC	–	–	–	–	Not filed
Lecap Asset Management Ltd	–	–	–	–	Not filed
Public Employees Retirement Association of Colorado	–	–	–	–	Not filed
Chicago Partners Investment Group LLC	–	–	–	–	Not filed
United Capital Financial Advisers, LLC	–	–	–	–	Not filed
Baird Financial Group, Inc.	–	–	–	–	Not filed
Commerce Bank	–	–	–	–	Not filed