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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
Simplex Trading, LLC––––Not filed
Meiji Yasuda Asset Management Co Ltd.––––Not filed
Victory Financial Group, LLC––––Not filed
STRS Ohio––––Not filed
Crestwood Advisors Group LLC––––Not filed
Eastern Bank––––Not filed
JMN Financial LLC––––Not filed
Nichols & Pratt Advisers LLP––––Not filed
Capital Square, LLC––––Not filed
Fidelis Capital Partners, LLC––––Not filed
Umb Bank N A––––Not filed
Diversified Enterprises, LLC––––Not filed
Independent Advisor Alliance––––Not filed
Bank & Trust Co––––Not filed
KPP Advisory Services LLC––––Not filed
Prime Capital Investment Advisors, LLC––––Not filed
PFG Investments, LLC––––Not filed
Childress Capital Advisors, LLC––––Not filed
Dynamic Technology Lab Private Ltd––––Not filed
J.W. Cole Advisors, Inc.––––Not filed
Apollon Wealth Management, LLC––––Not filed
Hamilton Capital Partners Inc.––––Not filed
Kathmere Capital Management, LLC––––Not filed
Ronald Blue Trust, Inc.––––Not filed
Sterling Investment Counsel, LLC––––Not filed
MJP Associates Inc––––Not filed
Advisor OS, LLC––––Not filed
Sage Capital Management, LLC––––Not filed
Savvy Advisors, Inc.––––Not filed
Fountainhead AM, LLC––––Not filed
Proficio Capital Partners LLC––––Not filed
Horizon Investments, LLC––––Not filed
Portland Global Advisors LLC––––Not filed
Vontobel Holding Ltd.––––Not filed
Smartleaf Asset Management LLC––––Not filed
Ariadne Wealth Management, LP––––Not filed
Midwest Trust Co––––Not filed
Symmetry Partners, LLC––––Not filed
Northwestern Mutual Wealth Management Co––––Not filed
Quotient Wealth Partners, LLC––––Not filed
Valeo Financial Advisors, LLC––––Not filed
Sigma Planning Corp––––Not filed
Wealthspire Advisors, LLC––––Not filed
Evolve Private Wealth, LLC––––Not filed
Aire Advisors, LLC––––Not filed
Fragasso Group Inc.––––Not filed
West Family Investments, Inc.––––Not filed
Claro Advisors LLC––––Not filed
Clark Capital Management Group, Inc.––––Not filed
Profund Advisors LLC––––Not filed
BNP PARIBAS ASSET MANAGEMENT Holding S.A.––––Not filed
Plancorp, LLC––––Not filed
West Branch Capital LLC––––Not filed
Beacon Financial Group––––Not filed
Inceptionr LLC––––Not filed
Norden Group LLC––––Not filed
Leigh Baldwin & Co., LLC––––Not filed
Paragon Capital Management Ltd––––Not filed
Sagespring Wealth Partners, LLC––––Not filed
Sym Financial Corp––––Not filed
Advisors Asset Management, Inc.––––Not filed
Syverson Strege & Co––––Not filed
Carl P. Sherr & Co., LLC––––Not filed
Toth Financial Advisory Corp––––Not filed
Abacus Wealth Partners, LLC––––Not filed
VestGen Advisors, LLC––––Not filed
We Are One Seven, LLC––––Not filed
Robertson Stephens Wealth Management, LLC––––Not filed
Snowden Capital Advisors LLC––––Not filed
ARGA Investment Management, LP––––Not filed
Beaton Management Co. Inc.––––Not filed
Integrated Advisors Network LLC––––Not filed
Venturi Wealth Management, LLC––––Not filed
StoneX Group Inc.––––Not filed
Exchange Traded Concepts, LLC––––Not filed
NorthCrest Asset Manangement, LLC––––Not filed
Walker Asset Management, LLC––––Not filed
Able Wealth Management LLC––––Not filed
Axxion S.A.––––Not filed
Choate Investment Advisors––––Not filed
Tiaa-Cref Individual & Institutional Services, LLC––––Not filed
J.Safra Asset Management Corp––––Not filed
Miracle Mile Advisors, LLC––––Not filed
Rafferty Asset Management, LLC––––Not filed
Occidental Asset Management, LLC––––Not filed
Bull Harbor Capital LLC––––Not filed
RFG Advisory, LLC––––Not filed
Parsons Capital Management Inc––––Not filed
Stratos Wealth Partners, LTD.––––Not filed
Ponta Wealth Partners, LLC––––Not filed
Resonant Capital Advisors, LLC––––Not filed
Principal Securities, Inc.––––Not filed
Curat Global, LLC––––Not filed
Larson Financial Group LLC––––Not filed
Continuum Advisory, LLC––––Not filed
New England Capital Financial Advisors LLC––––Not filed
Atlantic Union Bankshares Corp––––Not filed
IFP Advisors, Inc––––Not filed
Richardson Financial Services Inc.––––Not filed
Caitlin John, LLC––––Not filed