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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 766 | $12.6B |
| Q1 2026 | 702 | $9.25B |
| Q4 2025 | 699 | $11.3B |
| Q3 2025 | 674 | $10.4B |
| Q2 2025 | 736 | $12.3B |
| Q1 2025 | 729 | $12.6B |
| Q4 2024 | 685 | $11.3B |
| Q3 2024 | 625 | $9.30B |
| Q2 2024 | 579 | $8.25B |
| Q1 2024 | 580 | $8.87B |
| Q4 2023 | 572 | $7.51B |
| Q3 2023 | 580 | $8.14B |
| Q2 2023 | 557 | $7.97B |
| Q1 2023 | 527 | $6.65B |
| Q4 2022 | 528 | $6.94B |
| Q3 2022 | 492 | $6.59B |
| Q2 2022 | 487 | $5.76B |
| Q1 2022 | 466 | $5.36B |
| Q4 2021 | 444 | $4.09B |
| Q3 2021 | 459 | $4.18B |
| Q2 2021 | 451 | $4.88B |
| Q1 2021 | 459 | $4.67B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Unum Group; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bell Investment Advisors, Inc | 200 | $17.9K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 215 | $19.2K | 0.01% | +1+0.5% | Added |
| Coston, McIsaac & Partners | 224 | $20.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 223 | $20.0K | 0.00% | +60+36.8% | Added |
| Sachetta, LLC | 233 | $20.8K | 0.01% | +38+19.5% | Added |
| Hilton Head Capital Partners, LLC | 237 | $21.2K | 0.01% | +2+0.9% | Added |
| Evolution Wealth Management Inc. | 241 | $21.5K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 244 | $21.8K | 0.00% | +1+0.4% | Added |
| Atlantic Edge Private Wealth Management, LLC | 250 | $22.4K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 255 | $22.8K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 256 | $22.9K | 0.01% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 279 | $24.9K | 0.03% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 292 | $26.1K | 0.00% | +9+3.2% | Added |
| Plante Moran Financial Advisors, LLC | 298 | $26.6K | 0.00% | +75+33.6% | Added |
| Founders Capital Management | 300 | $26.8K | 0.01% | 00.0% | Unchanged |
| Regatta Research & Money Management | 300 | $26.8K | 0.03% | +300 | New |
| Merrithew & Thorsten Inc | 317 | $28.0K | 0.02% | +2+0.6% | Added |
| Covestor Ltd | 326 | $29.0K | 0.02% | −280−46.2% | Reduced |
| SHP Wealth Management | 362 | $32.3K | 0.00% | +4+1.1% | Added |
| Rossby Financial, LCC | 362 | $32.4K | 0.01% | +8+2.3% | Added |
| WealthCollab, LLC | 370 | $33.1K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 396 | $35.4K | 0.01% | 00.0% | Unchanged |
| Triumph Capital Management | 400 | $35.8K | 0.01% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 418 | $37.4K | 0.03% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 427 | $38.2K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 430 | $38.5K | 0.00% | +1+0.2% | Added |
| Ancora Advisors, LLC | 433 | $38.7K | 0.00% | −489−53.0% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 445 | $39.8K | 0.01% | +30+7.2% | Added |
| 1620 Investment Advisors, Inc. | 459 | $41.0K | 0.03% | −112−19.6% | Reduced |
| Nalls Sherbakoff Group, LLC | 500 | $44.7K | 0.03% | 00.0% | Unchanged |
| Trust Co of Vermont | 521 | $46.6K | 0.00% | +521 | New |
| Pinnacle Wealth Planning Services, Inc. | 524 | $46.8K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 570 | $48.1K | 0.01% | +500+714.3% | Added |
| CoreCap Advisors, LLC | 553 | $49.4K | 0.00% | −67,305−99.2% | Reduced |
| Deseret Mutual Benefit Administrators | 614 | $54.9K | 0.02% | −19−3.0% | Reduced |
| Millstone Evans Group, LLC | 620 | $55.4K | 0.03% | 00.0% | Unchanged |
| Quarry LP | 649 | $58.0K | 0.01% | +19+3.0% | Added |
| SJS Investment Consulting Inc. | 671 | $60.0K | 0.01% | +41+6.5% | Added |
| MCF Advisors LLC | 705 | $63.0K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 713 | $63.7K | 0.01% | −3−0.4% | Reduced |
| International Assets Investment Management, LLC | 750 | $68.5K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 782 | $69.9K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 782 | $69.9K | 0.03% | +462+144.4% | Added |
| Private Trust Co NA | 789 | $70.5K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 816 | $73.0K | 0.01% | −116−12.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 809 | $73.0K | 0.00% | +34+4.4% | Added |
| Geneos Wealth Management Inc. | 837 | $74.9K | 0.00% | +2+0.2% | Added |
| Institute for Wealth Management, LLC. | 914 | $81.7K | 0.01% | +914 | New |
| SBI Securities Co., Ltd. | 926 | $82.8K | 0.00% | −31−3.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 938 | $83.9K | 0.00% | −35−3.6% | Reduced |
| Cassaday & Co Wealth Management LLC | 953 | $85.2K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 970 | $86.7K | 0.02% | +376+63.3% | Added |
| Central Trust Co | 1,000 | $89.4K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,001 | $89.5K | 0.00% | −12−1.2% | Reduced |
| Manchester Capital Management LLC | 1,025 | $91.6K | 0.01% | −2−0.2% | Reduced |
| Hoey Investments, Inc | 1,050 | $93.9K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,065 | $95.2K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,084 | $96.9K | 0.02% | +1,084 | New |
| Nomura Asset Management Co Ltd | 1,130 | $101.0K | 0.00% | −1,850−62.1% | Reduced |
| William B. Walkup & Associates, Inc. | 1,130 | $101.0K | 0.05% | +275+32.2% | Added |
| Whittier Trust Co | 1,135 | $101.6K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,172 | $104.5K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 1,255 | $112.2K | 0.02% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,277 | $114.2K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,280 | $114.4K | 0.00% | −715−35.8% | Reduced |
| Center for Financial Planning, Inc. | 1,287 | $115.1K | 0.01% | +109+9.3% | Added |
| WPG Advisers, LLC | 1,301 | $116.3K | 0.07% | +145+12.5% | Added |
| Westfuller Advisors, LLC | 1,381 | $123.5K | 0.04% | −33−2.3% | Reduced |
| CVA Family Office, LLC | 1,430 | $127.8K | 0.01% | +51+3.7% | Added |
| Caitlin John, LLC | 1,500 | $134.1K | 0.07% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 1,505 | $134.5K | 0.08% | +20+1.3% | Added |
| IFP Advisors, Inc | 1,741 | $155.6K | 0.00% | −1,616−48.1% | Reduced |
| Atlantic Union Bankshares Corp | 1,900 | $169.9K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 1,904 | $170.3K | 0.04% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,993 | $178.2K | 0.01% | +1,993 | New |
| Larson Financial Group LLC | 2,092 | $187.0K | 0.00% | −35,964−94.5% | Reduced |
| Curat Global, LLC | 2,195 | $196.2K | 0.17% | 00.0% | Unchanged |
| Principal Securities, Inc. | 2,238 | $200.1K | 0.00% | +2,238 | New |
| Resonant Capital Advisors, LLC | 2,239 | $200.2K | 0.01% | +2,239 | New |
| Ponta Wealth Partners, LLC | 2,249 | $201.1K | 0.11% | +2,249 | New |
| Stratos Wealth Partners, LTD. | 2,251 | $201.2K | 0.00% | +2,251 | New |
| Parsons Capital Management Inc | 2,264 | $202.4K | 0.01% | +2,264 | New |
| RFG Advisory, LLC | 2,272 | $203.1K | 0.00% | +2,272 | New |
| Bull Harbor Capital LLC | 2,281 | $203.9K | 0.04% | +2,281 | New |
| Occidental Asset Management, LLC | 2,284 | $204.2K | 0.02% | +2,284 | New |
| Rafferty Asset Management, LLC | 2,316 | $207.1K | 0.00% | +2,316 | New |
| Miracle Mile Advisors, LLC | 2,325 | $207.9K | 0.00% | +2,325 | New |
| J.Safra Asset Management Corp | 2,340 | $209.2K | 0.01% | 00.0% | Unchanged |
| Tiaa-Cref Individual & Institutional Services, LLC | 2,341 | $209.3K | 0.00% | +2,341 | New |
| Choate Investment Advisors | 2,373 | $212.1K | 0.00% | +2,373 | New |
| Axxion S.A. | 2,391 | $213.8K | 0.02% | +2,391 | New |
| Able Wealth Management LLC | 2,395 | $214.1K | 0.05% | +2,395 | New |
| Walker Asset Management, LLC | 2,407 | $215.2K | 0.11% | +2,407 | New |
| NorthCrest Asset Manangement, LLC | 2,444 | $216.1K | 0.01% | +2,444 | New |
| Exchange Traded Concepts, LLC | 2,428 | $217.1K | 0.00% | +380+18.6% | Added |
| StoneX Group Inc. | 2,510 | $217.1K | 0.01% | +2,510 | New |
| Venturi Wealth Management, LLC | 2,458 | $219.7K | 0.01% | +2,458 | New |
| Integrated Advisors Network LLC | 2,480 | $221.7K | 0.01% | −883−26.3% | Reduced |
| Beaton Management Co. Inc. | 2,500 | $224.0K | 0.09% | +2,500 | New |
| ARGA Investment Management, LP | 2,506 | $224.0K | 0.01% | +2,506 | New |