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 |
|---|---|---|---|---|---|
| Snowden Capital Advisors LLC | 2,545 | $227.5K | 0.01% | +2,545 | New |
| Robertson Stephens Wealth Management, LLC | 2,546 | $227.6K | 0.01% | +2,546 | New |
| We Are One Seven, LLC | 2,549 | $227.9K | 0.00% | +2,549 | New |
| Abacus Wealth Partners, LLC | 2,554 | $228.3K | 0.02% | −6,523−71.9% | Reduced |
| VestGen Advisors, LLC | 2,554 | $228.3K | 0.01% | +2,554 | New |
| Toth Financial Advisory Corp | 2,559 | $228.8K | 0.02% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 2,560 | $228.8K | 0.10% | +2,560 | New |
| Syverson Strege & Co | 2,588 | $231.4K | 0.05% | +2,588 | New |
| Advisors Asset Management, Inc. | 2,590 | $231.5K | 0.00% | +10+0.4% | Added |
| Sym Financial Corp | 2,606 | $233.0K | 0.02% | +2,606 | New |
| Sagespring Wealth Partners, LLC | 2,619 | $234.2K | 0.00% | +2,619 | New |
| Paragon Capital Management Ltd | 2,631 | $235.2K | 0.04% | +2,631 | New |
| Leigh Baldwin & Co., LLC | 2,640 | $236.0K | 0.13% | +2,640 | New |
| Norden Group LLC | 2,671 | $238.7K | 0.02% | +2,671 | New |
| Inceptionr LLC | 2,677 | $239.3K | 0.06% | −2,818−51.3% | Reduced |
| Beacon Financial Group | 2,707 | $242.0K | 0.02% | +2,707 | New |
| West Branch Capital LLC | 2,709 | $242.2K | 0.06% | 00.0% | Unchanged |
| Plancorp, LLC | 2,711 | $242.4K | 0.01% | −146−5.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,725 | $243.6K | 0.00% | −674−19.8% | Reduced |
| Profund Advisors LLC | 2,742 | $245.1K | 0.01% | −32−1.2% | Reduced |
| Clark Capital Management Group, Inc. | 2,752 | $246.0K | 0.00% | +2,752 | New |
| Claro Advisors LLC | 2,760 | $246.8K | 0.03% | −236−7.9% | Reduced |
| West Family Investments, Inc. | 2,764 | $247.1K | 0.07% | +2,764 | New |
| Fragasso Group Inc. | 2,766 | $247.3K | 0.01% | +2,766 | New |
| Aire Advisors, LLC | 2,785 | $249.0K | 0.04% | +2,785 | New |
| Evolve Private Wealth, LLC | 2,790 | $249.4K | 0.02% | −726−20.6% | Reduced |
| Wealthspire Advisors, LLC | 2,794 | $249.8K | 0.00% | −408−12.7% | Reduced |
| Sigma Planning Corp | 2,809 | $251.2K | 0.01% | −196−6.5% | Reduced |
| Valeo Financial Advisors, LLC | 2,814 | $251.6K | 0.01% | +2,814 | New |
| Quotient Wealth Partners, LLC | 2,838 | $253.7K | 0.01% | +47+1.7% | Added |
| Northwestern Mutual Wealth Management Co | 2,842 | $254.1K | 0.00% | +504+21.6% | Added |
| Symmetry Partners, LLC | 2,850 | $254.8K | 0.01% | +2,850 | New |
| Midwest Trust Co | 2,874 | $256.9K | 0.00% | 00.0% | Unchanged |
| Ariadne Wealth Management, LP | 2,874 | $256.9K | 0.11% | +2,874 | New |
| Smartleaf Asset Management LLC | 2,883 | $258.5K | 0.01% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 2,895 | $258.8K | 0.00% | −401−12.2% | Reduced |
| Portland Global Advisors LLC | 2,925 | $261.5K | 0.02% | 00.0% | Unchanged |
| Horizon Investments, LLC | 2,948 | $262.0K | 0.00% | −236−7.4% | Reduced |
| Proficio Capital Partners LLC | 2,977 | $266.1K | 0.01% | +2,977 | New |
| Versant Capital Management, Inc | 2,986 | $266.9K | 0.02% | +819+37.8% | Added |
| Fountainhead AM, LLC | 3,007 | $268.8K | 0.20% | +175+6.2% | Added |
| Savvy Advisors, Inc. | 3,020 | $270.0K | 0.01% | +3,020 | New |
| Sage Capital Management, LLC | 3,024 | $270.4K | 0.11% | +17+0.6% | Added |
| MJP Associates Inc | 3,032 | $271.1K | 0.03% | +18+0.6% | Added |
| Advisor OS, LLC | 3,032 | $271.1K | 0.02% | +18+0.6% | Added |
| Sterling Investment Counsel, LLC | 3,043 | $272.0K | 0.06% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3,044 | $272.2K | 0.00% | −52−1.7% | Reduced |
| Kathmere Capital Management, LLC | 3,060 | $273.6K | 0.01% | +3,060 | New |
| Hamilton Capital Partners Inc. | 3,071 | $274.5K | 0.01% | −2,998−49.4% | Reduced |
| Apollon Wealth Management, LLC | 3,142 | $280.9K | 0.00% | −640−16.9% | Reduced |
| J.W. Cole Advisors, Inc. | 3,153 | $281.8K | 0.00% | −995−24.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 3,157 | $282.0K | 0.06% | −3,229−50.6% | Reduced |
| Childress Capital Advisors, LLC | 3,161 | $282.6K | 0.05% | −255−7.5% | Reduced |
| PFG Investments, LLC | 3,180 | $284.3K | 0.01% | +401+14.4% | Added |
| Prime Capital Investment Advisors, LLC | 3,191 | $285.3K | 0.00% | +7+0.2% | Added |
| KPP Advisory Services LLC | 3,194 | $285.5K | 0.04% | 00.0% | Unchanged |
| Bank & Trust Co | 3,202 | $286.3K | 0.18% | 00.0% | Unchanged |
| Independent Advisor Alliance | 3,221 | $287.9K | 0.01% | +416+14.8% | Added |
| Diversified Enterprises, LLC | 3,231 | $288.9K | 0.01% | −90−2.7% | Reduced |
| Umb Bank N A | 3,242 | $289.8K | 0.00% | +147+4.7% | Added |
| Fidelis Capital Partners, LLC | 3,248 | $290.4K | 0.02% | +42+1.3% | Added |
| Capital Square, LLC | 3,332 | $291.6K | 0.13% | 00.0% | Unchanged |
| Nichols & Pratt Advisers LLP | 3,270 | $292.3K | 0.02% | 00.0% | Unchanged |
| JMN Financial LLC | 3,287 | $293.9K | 0.23% | −845−20.5% | Reduced |
| Eastern Bank | 3,298 | $294.8K | 0.00% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 3,311 | $296.0K | 0.00% | +486+17.2% | Added |
| STRS Ohio | 3,352 | $299.7K | 0.00% | −36,620−91.6% | Reduced |
| Victory Financial Group, LLC | 3,392 | $303.2K | 0.03% | +479+16.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 3,402 | $304.1K | 0.01% | −115−3.3% | Reduced |
| Simplex Trading, LLC | 3,403 | $304.2K | 0.01% | +3,403 | New |
| Hanson & Doremus Investment Management | 3,480 | $311.0K | 0.03% | 00.0% | Unchanged |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 3,485 | $311.6K | 0.00% | −315−8.3% | Reduced |
| Boothbay Fund Management, LLC | 3,502 | $313.1K | 0.01% | +3,502 | New |
| Welch & Forbes LLC | 3,515 | $314.2K | 0.00% | 00.0% | Unchanged |
| Spinnaker Trust | 3,515 | $314.2K | 0.02% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 3,531 | $315.7K | 0.04% | +271+8.3% | Added |
| Net Worth Advisory Group | 3,535 | $316.0K | 0.08% | −212−5.7% | Reduced |
| Aigen Investment Management, LP | 3,549 | $317.3K | 0.09% | +3,549 | New |
| Change Path, LLC | 3,591 | $321.0K | 0.01% | −1,733−32.6% | Reduced |
| Sage Rhino Capital LLC | 3,614 | $323.1K | 0.05% | +27+0.8% | Added |
| Beacon Pointe Advisors, LLC | 3,616 | $323.3K | 0.00% | −627−14.8% | Reduced |
| Emerald Investment Advisers, LLC | 3,746 | $334.9K | 0.02% | +3,746 | New |
| Centurion Wealth Management LLC | 3,750 | $335.3K | 0.08% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 3,754 | $335.6K | 0.01% | +891+31.1% | Added |
| Moors & Cabot, Inc. | 3,791 | $338.9K | 0.01% | 00.0% | Unchanged |
| Paulson Wealth Management Inc. | 3,857 | $344.8K | 0.07% | 00.0% | Unchanged |
| Fulcrum Wealth Advisors, LLC | 3,859 | $345.0K | 0.26% | −21,338−84.7% | Reduced |
| TCG Advisory Services, LLC | 3,901 | $348.7K | 0.01% | +744+23.6% | Added |
| SageView Advisory Group, LLC | 3,949 | $353.1K | 0.01% | −356−8.3% | Reduced |
| nVerses Capital, LLC | 3,952 | $353.3K | 0.54% | −1,038−20.8% | Reduced |
| Warren Averett Asset Management, LLC | 3,952 | $353.4K | 0.00% | +3,952 | New |
| Park Capital Management, LLC | 3,959 | $354.0K | 0.21% | +3,959 | New |
| Wetzel Investment Advisors, Inc. | 3,975 | $355.4K | 0.12% | −115−2.8% | Reduced |
| Elyxium Wealth, LLC | 3,977 | $355.5K | 0.04% | +567+16.6% | Added |
| Mather Group, LLC. | 3,981 | $355.9K | 0.00% | +10.0% | Added |
| Schulhoff & Co Inc | 4,000 | $357.6K | 0.14% | 00.0% | Unchanged |
| Arnhold LLC | 4,000 | $357.6K | 0.03% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 4,107 | $367.2K | 0.05% | +60+1.5% | Added |
| New Age Alpha Advisors, LLC | 4,128 | $369.0K | 0.02% | −78,550−95.0% | Reduced |
| KBC Group NV | 4,154 | $371.0K | 0.00% | −736−15.1% | Reduced |