Skip to main content

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
Compass Financial Management LLC––––Not filed
Colonial Trust Co––––Not filed
IMA Wealth, Inc.––––Not filed
High Note Wealth, LLC––––Not filed
Rialto Wealth Management, LLC––––Not filed
DiNuzzo Private Wealth, Inc.––––Not filed
Creative Capital Management Investments LLC––––Not filed
Reyes Financial Architecture, Inc.––––Not filed
Cromwell Holdings LLC––––Not filed
Persistent Asset Partners Ltd––––Not filed
Retirement Wealth Solutions LLC––––Not filed
MidFirst Bank––––Not filed
Manning & Napier Advisors LLC––––Not filed
Spire Wealth Management––––Not filed
Bay Harbor Wealth Management, LLC––––Not filed
Bruce G. Allen Investments, LLC––––Not filed
Bare Financial Services, Inc––––Not filed
Bogart Wealth, LLC––––Not filed
South State Corp.––––Not filed
Valued Wealth Advisors LLC––––Not filed
Financial Management Professionals, Inc.––––Not filed
Marquette Asset Management, LLC––––Not filed
Cornerstone Financial Management LLC––––Not filed
Signature Equity Partners, LLC––––Not filed
Torren Management, LLC––––Not filed
Clean Yield Group––––Not filed
Ameritas Advisory Services, LLC––––Not filed
Dogwood Wealth Management LLC––––Not filed
HFM Investment Advisors, LLC––––Not filed
TIAA Wealth Investment Management LLC––––Not filed
Cornerstone Planning Group LLC––––Not filed
Ogorek Anthony Joseph––––Not filed
Arlington Trust Co LLC––––Not filed
NBT Bank N A––––Not filed
Winch Advisory Services, LLC––––Not filed
Kayne Anderson Rudnick Investment Management LLC––––Not filed
Kingdom Financial Group LLC.––––Not filed
Hughes Financial Services, LLC––––Not filed
Nemes Rush Group LLC––––Not filed
Ameriflex Group, Inc.––––Not filed
Bryn Mawr Trust Co––––Not filed
Strive Financial Group ,LLC––––Not filed
Avion Wealth––––Not filed
Principia Wealth Advisory, LLC––––Not filed
Dunhill Financial, LLC––––Not filed
DecisionPoint Financial, LLC––––Not filed
Downshift Financial, LLC––––Not filed
Measured Wealth Private Client Group, LLC––––Not filed
1015 Capital Partners, LLC––––Not filed
Prestige Wealth Management Group LLC––––Not filed
McGuire Capital Advisors Inc––––Not filed
Creative Financial Designs Inc––––Not filed
Halbert Hargrove Global Advisors, LLC––––Not filed
Raffa Wealth Management, LLC––––Not filed
Mosley Wealth Management––––Not filed
Highline Wealth Partners LLC––––Not filed
MV Capital Management, Inc.––––Not filed
Seneschal Advisors, LLC––––Not filed
Motco––––Not filed
Quaker Wealth Management, LLC––––Not filed
Activest Wealth Management––––Not filed
Maryland Capital Advisors Inc.––––Not filed
TFC Financial Management––––Not filed
Rakuten Securities, Inc.––––Not filed
ROSS\JOHNSON & Associates LLC––––Not filed
SOA Wealth Advisors, LLC.––––Not filed
Evolution Advisers, Inc.––––Not filed
Navigoe, LLC––––Not filed