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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
Ethos Financial Group, LLC––––Not filed
Blair William & Co––––Not filed
Accurate Wealth Management, LLC––––Not filed
Prelude Capital Management, LLC––––Not filed
DnB Asset Management AS––––Not filed
Kestra Advisory Services, LLC––––Not filed
Parallel Advisors, LLC––––Not filed
Fieldview Capital Management, LLC––––Not filed
Clearstead Advisors, LLC––––Not filed
GWM Advisors LLC––––Not filed
XTX Topco Ltd––––Not filed
Nykredit A/S––––Not filed
Dorsey & Whitney Trust CO LLC––––Not filed
Vestmark Advisory Solutions, Inc.––––Not filed
Brown Brothers Harriman & Co––––Not filed
Patten Group, Inc.––––Not filed
Investors Asset Management of Georgia Inc––––Not filed
Glenview Trust Co––––Not filed
Mount Yale Investment Advisors, LLC––––Not filed
Means Investment Co., Inc.––––Not filed
Arkadios Wealth Advisors––––Not filed
Aries Wealth Management––––Not filed
Anchyra Partners LLC––––Not filed
TD Capital Management LLC––––Not filed
Quadrant Capital Group LLC––––Not filed
Allworth Financial LP––––Not filed
Citizens Financial Group Inc––––Not filed
Sharpepoint LLC––––Not filed
CIBC Bancorp USA Inc.––––Not filed
R Squared Ltd––––Not filed
Quent Capital, LLC––––Not filed
Atomi Financial Group, Inc.––––Not filed
Eurizon Capital SGR S.p.A.––––Not filed
Catalyst Financial Partners LLC––––Not filed
Csenge Advisory Group––––Not filed
GeoWealth Management, LLC––––Not filed
Steward Partners Investment Advisory, LLC––––Not filed
Brighton Jones LLC––––Not filed
Baker Avenue Asset Management, LP––––Not filed
Brooks, Moore & Associates, Inc.––––Not filed
CIBC Asset Management Inc––––Not filed
Brown Advisory Inc––––Not filed
TD Waterhouse Canada Inc.––––Not filed
Boston Private Wealth LLC––––Not filed
North Dakota State Investment Board––––Not filed
Everence Capital Management Inc––––Not filed
Erste Asset Management GmbH––––Not filed
IHT Wealth Management, LLC––––Not filed
NewEdge Wealth, LLC––––Not filed
Krilogy Financial LLC––––Not filed
Shelton Capital Management––––Not filed
Buckingham Strategic Partners––––Not filed
Pallas Capital Advisors LLC––––Not filed
Sterling Capital Management LLC––––Not filed
First Horizon Corp––––Not filed
Patriot Financial Group Insurance Agency, LLC––––Not filed
AlTi Global, Inc.––––Not filed
Tripletail Wealth Management, LLC––––Not filed
Wedbush Securities Inc––––Not filed
Viewpoint Investment Partners Corp––––Not filed
Great Lakes Advisors, LLC––––Not filed
Jacobi Capital Management LLC––––Not filed
Delta Asset Management LLC––––Not filed
Zacks Investment Management––––Not filed
Seeds Investor LLC––––Not filed
Perigon Wealth Management, LLC––––Not filed
Vestcor Inc––––Not filed
Empirical Asset Management, LLC––––Not filed
Camden Capital, LLC––––Not filed
Hantz Financial Services, Inc.––––Not filed
KBC Group NV––––Not filed
New Age Alpha Advisors, LLC––––Not filed
Commonwealth Financial Services, LLC––––Not filed
Schulhoff & Co Inc––––Not filed
Arnhold LLC––––Not filed
Mather Group, LLC.––––Not filed
Elyxium Wealth, LLC––––Not filed
Wetzel Investment Advisors, Inc.––––Not filed
Park Capital Management, LLC––––Not filed
Warren Averett Asset Management, LLC––––Not filed
nVerses Capital, LLC––––Not filed
SageView Advisory Group, LLC––––Not filed
TCG Advisory Services, LLC––––Not filed
Fulcrum Wealth Advisors, LLC––––Not filed
Paulson Wealth Management Inc.––––Not filed
Moors & Cabot, Inc.––––Not filed
Daymark Wealth Partners, LLC––––Not filed
Centurion Wealth Management LLC––––Not filed
Emerald Investment Advisers, LLC––––Not filed
Beacon Pointe Advisors, LLC––––Not filed
Sage Rhino Capital LLC––––Not filed
Change Path, LLC––––Not filed
Aigen Investment Management, LP––––Not filed
Net Worth Advisory Group––––Not filed
LaSalle St. Investment Advisors, LLC––––Not filed
Welch & Forbes LLC––––Not filed
Spinnaker Trust––––Not filed
Boothbay Fund Management, LLC––––Not filed
Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn––––Not filed
Hanson & Doremus Investment Management––––Not filed