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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
8
+2 vs. Q2 2026
Shares held
23.8K
+286 (+1.2%) vs. Q2 2026
Total value
$2.09M
−$14.2K (−0.7%) vs. Q2 2026
New holders
2
2 more added
Sold out
0
2 more reduced

760 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
Caitlin John, LLC––––Not filed
CVA Family Office, LLC––––Not filed
Westfuller Advisors, LLC––––Not filed
WPG Advisers, LLC––––Not filed
Center for Financial Planning, Inc.––––Not filed
EverSource Wealth Advisors, LLC––––Not filed
St Germain D J Co Inc––––Not filed
Basecamp Wealth Advisors LLC––––Not filed
Whittier Trust Co of Nevada Inc––––Not filed
Whittier Trust Co––––Not filed
Nomura Asset Management Co Ltd––––Not filed
William B. Walkup & Associates, Inc.––––Not filed
Cary Street Partner Investment Advisory LLC––––Not filed
Parkside Financial Bank & Trust––––Not filed
Hoey Investments, Inc––––Not filed
Manchester Capital Management LLC––––Not filed
Harbour Investments, Inc.––––Not filed
Central Trust Co––––Not filed
True Wealth Design, LLC––––Not filed
Cassaday & Co Wealth Management LLC––––Not filed
Mirae Asset Global ETFs Holdings Ltd.––––Not filed
SBI Securities Co., Ltd.––––Not filed
Institute for Wealth Management, LLC.––––Not filed
Geneos Wealth Management Inc.––––Not filed
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.––––Not filed
V-Square Quantitative Management LLC––––Not filed
Private Trust Co NA––––Not filed
Cullen/Frost Bankers, Inc.––––Not filed
Essential Partners LLC––––Not filed
International Assets Investment Management, LLC––––Not filed
JPL Wealth Management, LLC––––Not filed
MCF Advisors LLC––––Not filed
SJS Investment Consulting Inc.––––Not filed
Quarry LP––––Not filed
Millstone Evans Group, LLC––––Not filed
Deseret Mutual Benefit Administrators––––Not filed
CoreCap Advisors, LLC––––Not filed
Synergy Investment Management, LLC––––Not filed
Pinnacle Wealth Planning Services, Inc.––––Not filed
Trust Co of Vermont––––Not filed
Nalls Sherbakoff Group, LLC––––Not filed
1620 Investment Advisors, Inc.––––Not filed
Thurston, Springer, Miller, Herd & Titak, Inc.––––Not filed
Ancora Advisors, LLC––––Not filed
North Star Investment Management Corp.––––Not filed
N.E.W. Advisory Services LLC––––Not filed
Ares Financial Consulting, LLC––––Not filed
Triumph Capital Management––––Not filed
Barrett & Company, Inc.––––Not filed
WealthCollab, LLC––––Not filed
Rossby Financial, LCC––––Not filed
SHP Wealth Management––––Not filed
Covestor Ltd––––Not filed
Merrithew & Thorsten Inc––––Not filed
Founders Capital Management––––Not filed
Regatta Research & Money Management––––Not filed
Plante Moran Financial Advisors, LLC––––Not filed
JFS Wealth Advisors, LLC––––Not filed
Kerr Financial Planning Corp––––Not filed
Private Wealth Management Group, LLC––––Not filed
Cedar Mountain Advisors, LLC––––Not filed
Atlantic Edge Private Wealth Management, LLC––––Not filed
Hollencrest Capital Management––––Not filed
Evolution Wealth Management Inc.––––Not filed
Hilton Head Capital Partners, LLC––––Not filed
Sachetta, LLC––––Not filed
Coston, McIsaac & Partners––––Not filed
Investors Portfolio Services LLC––––Not filed
Bell Investment Advisors, Inc––––Not filed
Fortitude Family Office, LLC––––Not filed
Monetary Solutions, Ltd––––Not filed
Armstrong Advisory Group, Inc––––Not filed
Cherry Tree Wealth Management, LLC––––Not filed
ZRC Wealth Management, LLC––––Not filed
Grove Bank & Trust––––Not filed
Action Point Financial Planning, LLC––––Not filed
Keating Financial Advisory Services, Inc.––––Not filed
Kozak & Associates, Inc.––––Not filed
Newton One Investments LLC––––Not filed
Farmers & Merchants Investments Inc––––Not filed
LRI Investments, LLC––––Not filed
American National Bank––––Not filed
IMG Wealth Management, Inc.––––Not filed
Wall Street Access Asset Management, LLC––––Not filed
United Financial Planning Group LLC––––Not filed
UMA Financial Services, Inc.––––Not filed
Salomon & Ludwin, LLC––––Not filed
Danske Bank A/S––––Not filed
Wealth Enhancement Trust Services, Inc.––––Not filed
Transamerica Financial Advisors, Inc.––––Not filed
Silver Grove Financial Group, Inc.––––Not filed
Newbridge Financial Services Group, Inc.––––Not filed
Heritage Wealth Advisors––––Not filed
Capital Advisors, Ltd. LLC––––Not filed
LifeSteps Financial, Inc.––––Not filed
Addison Advisors LLC––––Not filed
Whipplewood Advisors, LLC––––Not filed
Owl Creek Wealth Partners LLC––––Not filed
Kemnay Advisory Services Inc.––––Not filed
Beaird Harris Wealth Management, LLC––––Not filed