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Livermore
Livermore
ZHEN

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, Q2 2026

Institutional positions in Unum Group as of Jun 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

Institutional holders
766
+69 vs. Q1 2026
Shares held
141.5M
+15.1M (+12.0%) vs. Q1 2026
Total value
$12.6B
+$3.41B (+37.0%) vs. Q1 2026
New holders
120
284 more added
Sold out
51
240 more reduced

5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 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 holdersQ2 2026: 766 institutions
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 heldQ2 2026: $12.6B
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, Q2 2026

Shares, value and share of portfolio for each institution holding Unum Group; share changes are against Q1 2026.

Institutions holding UNM in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Evolution Advisers, Inc.2$00.00%+2New
Navigoe, LLC10$00.00%+10New
SOA Wealth Advisors, LLC.0$240.00%0Unchanged
Rakuten Securities, Inc.1$890.00%00.0%Unchanged
ROSS\JOHNSON & Associates LLC1$890.00%+1New
TFC Financial Management1$900.00%00.0%Unchanged
Quaker Wealth Management, LLC2$1790.00%00.0%Unchanged
Activest Wealth Management2$1790.00%+2New
Maryland Capital Advisors Inc.2$1790.00%+2New
Motco3$2680.00%+3New
MV Capital Management, Inc.3$2690.00%00.0%Unchanged
Seneschal Advisors, LLC3$2690.00%00.0%Unchanged
Highline Wealth Partners LLC4$3580.00%00.0%Unchanged
Raffa Wealth Management, LLC4$3580.00%+1+33.3%Added
Mosley Wealth Management4$3580.00%+4New
Halbert Hargrove Global Advisors, LLC5$4180.00%+5New
Creative Financial Designs Inc5$4470.00%00.0%Unchanged
McGuire Capital Advisors Inc6$5360.00%00.0%Unchanged
Prestige Wealth Management Group LLC7$6260.00%+2+40.0%Added
1015 Capital Partners, LLC8$7150.00%00.0%Unchanged
Measured Wealth Private Client Group, LLC8$7530.00%−275−97.2%Reduced
Downshift Financial, LLC9$8050.00%+9New
DecisionPoint Financial, LLC9$8230.00%+6+200.0%Added
Dunhill Financial, LLC10$9420.00%00.0%Unchanged
Principia Wealth Advisory, LLC11$9830.00%+1+10.0%Added
Avion Wealth19$1.00K0.00%+6+46.2%Added
Strive Financial Group ,LLC12$1.07K0.00%00.0%Unchanged
Bryn Mawr Trust Co14$1.25K0.00%+14New
Nemes Rush Group LLC15$1.34K0.00%00.0%Unchanged
Ameriflex Group, Inc.15$1.34K0.00%+15New
Hughes Financial Services, LLC16$1.43K0.00%+6+60.0%Added
Kingdom Financial Group LLC.17$1.53K0.00%−40−70.2%Reduced
Kayne Anderson Rudnick Investment Management LLC18$1.63K0.00%00.0%Unchanged
Winch Advisory Services, LLC19$1.67K0.00%00.0%Unchanged
NBT Bank N A19$1.70K0.00%00.0%Unchanged
Arlington Trust Co LLC21$1.88K0.00%00.0%Unchanged
Ogorek Anthony Joseph32$2.00K0.00%00.0%Unchanged
Cornerstone Planning Group LLC24$2.11K0.00%00.0%Unchanged
HFM Investment Advisors, LLC25$2.23K0.00%+12+92.3%Added
Dogwood Wealth Management LLC25$2.23K0.00%+25New
TIAA Wealth Investment Management LLC25$2.23K0.00%+25New
Ameritas Advisory Services, LLC26$2.31K0.00%−7,950−99.7%Reduced
Clean Yield Group26$2.32K0.00%00.0%Unchanged
Torren Management, LLC27$2.40K0.00%00.0%Unchanged
Signature Equity Partners, LLC27$2.41K0.00%+2+8.0%Added
Cornerstone Financial Management LLC28$2.50K0.00%00.0%Unchanged
Marquette Asset Management, LLC28$2.50K0.00%00.0%Unchanged
Financial Management Professionals, Inc.29$2.59K0.00%00.0%Unchanged
Valued Wealth Advisors LLC29$2.63K0.00%+2+7.4%Added
South State Corp.30$2.68K0.00%00.0%Unchanged
Bogart Wealth, LLC36$3.22K0.00%+12+50.0%Added
Bare Financial Services, Inc37$3.31K0.00%+28+311.1%Added
Bruce G. Allen Investments, LLC38$3.40K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC38$3.40K0.00%+8+26.7%Added
Spire Wealth Management39$3.49K0.00%00.0%Unchanged
Manning & Napier Advisors LLC39$3.50K0.00%+39New
MidFirst Bank40$3.58K0.00%00.0%Unchanged
Retirement Wealth Solutions LLC40$3.58K0.00%+6+17.6%Added
Persistent Asset Partners Ltd42$3.75K0.00%+42New
Cromwell Holdings LLC46$4.11K0.00%+14+43.8%Added
Reyes Financial Architecture, Inc.47$4.20K0.00%00.0%Unchanged
Creative Capital Management Investments LLC53$4.74K0.00%+53New
DiNuzzo Private Wealth, Inc.53$4.74K0.00%00.0%Unchanged
Rialto Wealth Management, LLC55$4.92K0.00%+23+71.9%Added
High Note Wealth, LLC58$5.18K0.00%+18+45.0%Added
IMA Wealth, Inc.58$5.18K0.00%+20+52.6%Added
Colonial Trust Co59$5.47K0.00%00.0%Unchanged
Compass Financial Management LLC61$5.55K0.00%+61New
Beaird Harris Wealth Management, LLC63$5.65K0.00%00.0%Unchanged
Kemnay Advisory Services Inc.64$5.72K0.00%+64New
Whipplewood Advisors, LLC65$5.81K0.00%−38−36.9%Reduced
Owl Creek Wealth Partners LLC65$5.81K0.00%+10+18.2%Added
Addison Advisors LLC67$6.01K0.00%−1,528−95.8%Reduced
LifeSteps Financial, Inc.75$6.71K0.00%+75New
Capital Advisors, Ltd. LLC77$7.00K0.00%00.0%Unchanged
Heritage Wealth Advisors83$7.42K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.86$7.69K0.00%00.0%Unchanged
Silver Grove Financial Group, Inc.86$7.70K0.00%+86New
Transamerica Financial Advisors, Inc.93$8.32K0.00%+8+9.4%Added
Danske Bank A/S100$8.94K0.00%00.0%Unchanged
Wealth Enhancement Trust Services, Inc.100$8.94K0.00%+100New
Salomon & Ludwin, LLC99$9.05K0.00%00.0%Unchanged
UMA Financial Services, Inc.102$9.12K0.00%+32+45.7%Added
United Financial Planning Group LLC112$10.0K0.01%00.0%Unchanged
Wall Street Access Asset Management, LLC112$10.0K0.00%+45+67.2%Added
IMG Wealth Management, Inc.121$10.8K0.01%00.0%Unchanged
American National Bank122$10.9K0.00%00.0%Unchanged
LRI Investments, LLC122$10.9K0.00%+14+13.0%Added
Farmers & Merchants Investments Inc130$11.6K0.00%−10−7.1%Reduced
Newton One Investments LLC139$12.5K0.00%00.0%Unchanged
Kozak & Associates, Inc.143$13.0K0.00%+1+0.7%Added
Massmutual Trust Co FSB154$13.8K0.00%00.0%Unchanged
Keating Financial Advisory Services, Inc.166$14.8K0.00%+48+40.7%Added
Action Point Financial Planning, LLC174$15.2K0.00%+174New
Grove Bank & Trust171$15.3K0.00%00.0%Unchanged
ZRC Wealth Management, LLC176$15.7K0.00%+105+147.9%Added
Armstrong Advisory Group, Inc179$16.0K0.00%−143−44.4%Reduced
Cherry Tree Wealth Management, LLC179$16.0K0.00%00.0%Unchanged
Monetary Solutions, Ltd182$16.3K0.01%00.0%Unchanged
Fortitude Family Office, LLC193$17.3K0.00%+12+6.6%Added