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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
QRG Capital Management, Inc.––––Not filed
M&T Bank Corp––––Not filed
Toroso Investments, LLC––––Not filed
JSF Financial, LLC––––Not filed
Benjamin Edwards Inc––––Not filed
XML Financial, LLC––––Not filed
Federated Hermes, Inc.––––Not filed
MML Investors Services, LLC––––Not filed
Assetmark, Inc––––Not filed
Cary Street Partners Financial LLC––––Not filed
111 Capital––––Not filed
Redwood Investment Management, LLC––––Not filed
Lido Advisors, LLC––––Not filed
Frec Markets, Inc.––––Not filed
Coldstream Capital Management Inc––––Not filed
Pinebridge Investments LLC––––Not filed
Federation des caisses Desjardins du Quebec––––Not filed
Walleye Capital LLC––––Not filed
Tower Research Capital LLC (TRC)––––Not filed
Diversified Trust Co––––Not filed
HM Payson & Co––––Not filed
Integrated Wealth Concepts LLC––––Not filed
Global Retirement Partners, LLC––––Not filed
Bessemer Group Inc––––Not filed
Total Wealth Planning & Management, Inc.––––Not filed
Wedmont Private Capital––––Not filed
Worldquant Millennium Advisors LLC––––Not filed
Private Advisor Group, LLC––––Not filed
Grantham, Mayo, Van Otterloo & Co. LLC––––Not filed
Elo Mutual Pension Insurance Co––––Not filed
Atlas Capital Advisors LLC––––Not filed
Financial Advisory Service, Inc.––––Not filed
Jones Financial Companies LLLP––––Not filed
Prospera Financial Services Inc––––Not filed
Crossmark Global Holdings, Inc.––––Not filed
Patten & Patten Inc––––Not filed
AE Wealth Management LLC––––Not filed
RSM US Wealth Management LLC––––Not filed
Securian Asset Management, Inc––––Not filed
Greenleaf Trust––––Not filed
Employees Retirement System of Texas––––Not filed
SRS Capital Advisors, Inc.––––Not filed
Prosperity Consulting Group, LLC––––Not filed
Boxwood Ventures, Inc.––––Not filed
DMG Group, LLC––––Not filed
Park Avenue Securities LLC––––Not filed
Mitsubishi UFJ Trust & Banking Corp––––Not filed
GAMMA Investing LLC––––Not filed
Jefferies Financial Group Inc.––––Not filed
Venture Visionary Partners LLC––––Not filed
Carret Asset Management, LLC––––Not filed
State of Wyoming––––Not filed
Aster Capital Management (DIFC) Ltd––––Not filed
Centiva Capital, LP––––Not filed
Paradigm Financial Partners, LLC––––Not filed
Empowered Funds, LLC––––Not filed
Swiss Life Asset Management Ltd––––Not filed
Ashton Thomas Private Wealth, LLC––––Not filed
Greenwood Capital Associates LLC––––Not filed
Bridgefront Capital, LLC––––Not filed
Rothschild Investment LLC––––Not filed
Old Port Advisors––––Not filed
Syon Capital LLC––––Not filed
Keel Point, LLC––––Not filed
EP Wealth Advisors, LLC––––Not filed
Kera Capital Partners, Inc.––––Not filed
Maryland State Retirement & Pension System––––Not filed
Brinker Capital Investments, LLC––––Not filed
Optas, LLC––––Not filed
Mutual Advisors, LLC––––Not filed
Utah Retirement Systems––––Not filed
Old National Bancorp––––Not filed
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main––––Not filed
BOS Asset Management, LLC––––Not filed
Aspen Investment Management Inc––––Not filed
D.A. Davidson & Co.––––Not filed
Jump Financial, LLC––––Not filed
Ballentine Partners, LLC––––Not filed
Aaron Wealth Advisors––––Not filed
GWN Securities Inc.––––Not filed
Walleye Trading LLC––––Not filed
Fifth Third Wealth Advisors LLC––––Not filed
Advisors Capital Management, LLC––––Not filed
Dumont & Blake Investment Advisors LLC––––Not filed
Atria Investments LLC––––Not filed
CSS LLC––––Not filed
Hennion & Walsh Asset Management, Inc.––––Not filed
Campion Asset Management LLC––––Not filed
Meeder Advisory Services, Inc.––––Not filed
Huntington National Bank––––Not filed
Kingsview Wealth Management, LLC––––Not filed
Atom Investors LP––––Not filed
Polymer Capital Management (US) LLC––––Not filed
Regions Financial Corp––––Not filed
Farther Finance Advisors, LLC––––Not filed
Callan Family Office, LLC––––Not filed
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors––––Not filed
Sanctuary Advisors, LLC––––Not filed
FourThought Financial Partners, LLC––––Not filed
Capstone Investment Advisors, LLC––––Not filed