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 |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 4,161 | $372.0K | 0.01% | +1,293+45.1% | Added |
| Camden Capital, LLC | 4,172 | $373.0K | 0.02% | +301+7.8% | Added |
| Empirical Asset Management, LLC | 4,206 | $376.0K | 0.08% | +11+0.3% | Added |
| Vestcor Inc | 4,228 | $378.0K | 0.01% | −14,011−76.8% | Reduced |
| Perigon Wealth Management, LLC | 4,243 | $379.3K | 0.01% | +526+14.2% | Added |
| Seeds Investor LLC | 4,251 | $380.0K | 0.04% | +207+5.1% | Added |
| Zacks Investment Management | 4,255 | $380.4K | 0.00% | −2,217−34.3% | Reduced |
| Delta Asset Management LLC | 4,325 | $386.7K | 0.03% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 4,334 | $387.5K | 0.02% | +3+0.1% | Added |
| Great Lakes Advisors, LLC | 4,361 | $389.9K | 0.00% | −542−11.1% | Reduced |
| Coastline Trust Co | 4,470 | $399.6K | 0.04% | 00.0% | Unchanged |
| Viewpoint Investment Partners Corp | 4,500 | $402.3K | 0.14% | +4,500 | New |
| Wedbush Securities Inc | 4,519 | $404.0K | 0.01% | −738−14.0% | Reduced |
| Tripletail Wealth Management, LLC | 4,404 | $406.7K | 0.47% | 00.0% | Unchanged |
| AlTi Global, Inc. | 4,590 | $410.3K | 0.01% | +163+3.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 4,608 | $412.0K | 0.04% | −4,574−49.8% | Reduced |
| First Horizon Corp | 4,696 | $419.8K | 0.02% | −412−8.1% | Reduced |
| Sterling Capital Management LLC | 4,766 | $426.1K | 0.01% | −833−14.9% | Reduced |
| Pallas Capital Advisors LLC | 4,804 | $429.5K | 0.01% | −718−13.0% | Reduced |
| Buckingham Strategic Partners | 4,806 | $429.7K | 0.00% | +4,806 | New |
| Shelton Capital Management | 4,826 | $431.4K | 0.01% | −159−3.2% | Reduced |
| Krilogy Financial LLC | 4,849 | $433.5K | 0.01% | +1,856+62.0% | Added |
| NewEdge Wealth, LLC | 4,864 | $434.8K | 0.00% | +1,310+36.9% | Added |
| IHT Wealth Management, LLC | 4,913 | $439.2K | 0.01% | −1,332−21.3% | Reduced |
| Erste Asset Management GmbH | 4,900 | $439.4K | 0.00% | 00.0% | Unchanged |
| Everence Capital Management Inc | 4,937 | $441.0K | 0.02% | 00.0% | Unchanged |
| North Dakota State Investment Board | 4,940 | $441.6K | 0.02% | −20.0% | Reduced |
| Boston Private Wealth LLC | 4,942 | $441.8K | 0.03% | +3+0.1% | Added |
| TD Waterhouse Canada Inc. | 4,904 | $448.2K | 0.00% | +2,844+138.1% | Added |
| Brown Advisory Inc | 5,037 | $450.3K | 0.00% | −1,092−17.8% | Reduced |
| CIBC Asset Management Inc | 5,063 | $452.6K | 0.00% | −3,067−37.7% | Reduced |
| Brooks, Moore & Associates, Inc. | 5,098 | $455.8K | 0.20% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 5,137 | $459.2K | 0.01% | +1,478+40.4% | Added |
| Brighton Jones LLC | 5,155 | $460.8K | 0.01% | +1,309+34.0% | Added |
| Steward Partners Investment Advisory, LLC | 5,207 | $465.5K | 0.00% | +3,394+187.2% | Added |
| GeoWealth Management, LLC | 5,209 | $465.7K | 0.01% | +512+10.9% | Added |
| Csenge Advisory Group | 5,214 | $466.1K | 0.02% | +16+0.3% | Added |
| Catalyst Financial Partners LLC | 5,251 | $469.4K | 0.05% | +5,251 | New |
| Eurizon Capital SGR S.p.A. | 5,271 | $472.1K | 0.00% | +2,191+71.1% | Added |
| Atomi Financial Group, Inc. | 5,287 | $472.6K | 0.01% | +615+13.2% | Added |
| Quent Capital, LLC | 5,356 | $478.8K | 0.03% | +51+1.0% | Added |
| R Squared Ltd | 5,383 | $481.2K | 0.25% | −27−0.5% | Reduced |
| CIBC Bancorp USA Inc. | 5,439 | $484.8K | 0.00% | +614+12.7% | Added |
| Sharpepoint LLC | 5,439 | $486.2K | 0.24% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 5,514 | $493.0K | 0.01% | +5,514 | New |
| Allworth Financial LP | 5,588 | $499.5K | 0.00% | +1,455+35.2% | Added |
| Quadrant Capital Group LLC | 5,621 | $502.5K | 0.01% | +489+9.5% | Added |
| TD Capital Management LLC | 5,657 | $505.7K | 0.04% | 00.0% | Unchanged |
| Anchyra Partners LLC | 5,661 | $506.1K | 0.12% | +1,635+40.6% | Added |
| Aries Wealth Management | 5,736 | $512.8K | 0.10% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 5,759 | $514.9K | 0.01% | +300+5.5% | Added |
| Means Investment Co., Inc. | 5,818 | $520.2K | 0.04% | +23+0.4% | Added |
| Mount Yale Investment Advisors, LLC | 5,883 | $526.0K | 0.01% | +5,883 | New |
| Glenview Trust Co | 5,893 | $526.8K | 0.01% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 5,947 | $531.7K | 0.18% | +4+0.1% | Added |
| Patten Group, Inc. | 5,956 | $532.5K | 0.08% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 6,089 | $544.4K | 0.00% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 6,111 | $546.3K | 0.01% | +6,111 | New |
| Dorsey & Whitney Trust CO LLC | 6,135 | $548.5K | 0.03% | +10.0% | Added |
| Nykredit A/S | 6,189 | $553.3K | 0.00% | +6,189 | New |
| XTX Topco Ltd | 6,209 | $555.1K | 0.01% | −17,070−73.3% | Reduced |
| GWM Advisors LLC | 6,230 | $556.9K | 0.00% | +585+10.4% | Added |
| Clearstead Advisors, LLC | 6,298 | $563.0K | 0.01% | +3,049+93.8% | Added |
| Fieldview Capital Management, LLC | 6,319 | $564.9K | 0.16% | −9,506−60.1% | Reduced |
| Parallel Advisors, LLC | 6,334 | $566.3K | 0.01% | +1,255+24.7% | Added |
| Kestra Advisory Services, LLC | 6,342 | $566.9K | 0.00% | −2,010−24.1% | Reduced |
| DnB Asset Management AS | 6,398 | $572.0K | 0.00% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 6,410 | $573.1K | 0.04% | +6,410 | New |
| Accurate Wealth Management, LLC | 6,686 | $585.0K | 0.06% | +347+5.5% | Added |
| Blair William & Co | 6,545 | $585.1K | 0.00% | +1,507+29.9% | Added |
| Ethos Financial Group, LLC | 7,019 | $590.5K | 0.04% | +7,019 | New |
| Capstone Investment Advisors, LLC | 6,640 | $593.6K | 0.00% | +6,640 | New |
| FourThought Financial Partners, LLC | 6,644 | $594.0K | 0.05% | −109−1.6% | Reduced |
| Sanctuary Advisors, LLC | 6,665 | $595.9K | 0.00% | +735+12.4% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6,740 | $602.6K | 0.07% | +7+0.1% | Added |
| Callan Family Office, LLC | 6,795 | $607.4K | 0.01% | −133−1.9% | Reduced |
| Farther Finance Advisors, LLC | 6,804 | $608.5K | 0.00% | −382−5.3% | Reduced |
| Regions Financial Corp | 6,920 | $618.6K | 0.00% | +452+7.0% | Added |
| Polymer Capital Management (US) LLC | 6,925 | $619.1K | 0.09% | +253+3.8% | Added |
| Atom Investors LP | 6,987 | $624.6K | 0.06% | +3,315+90.3% | Added |
| Kingsview Wealth Management, LLC | 7,118 | $636.4K | 0.01% | +1,947+37.7% | Added |
| Huntington National Bank | 7,263 | $649.3K | 0.00% | −25−0.3% | Reduced |
| Meeder Advisory Services, Inc. | 7,487 | $669.3K | 0.02% | −35−0.5% | Reduced |
| Campion Asset Management LLC | 7,516 | $671.9K | 0.41% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 7,561 | $676.0K | 0.02% | −10.0% | Reduced |
| CSS LLC | 7,568 | $676.6K | 0.03% | −3,221−29.9% | Reduced |
| Atria Investments LLC | 7,661 | $684.9K | 0.01% | +725+10.5% | Added |
| Dumont & Blake Investment Advisors LLC | 7,668 | $685.5K | 0.15% | −400−5.0% | Reduced |
| Advisors Capital Management, LLC | 7,732 | $691.3K | 0.01% | +188+2.5% | Added |
| Fifth Third Wealth Advisors LLC | 7,811 | $698.3K | 0.02% | +1,674+27.3% | Added |
| Walleye Trading LLC | 7,836 | $700.5K | 0.01% | +2,013+34.6% | Added |
| GWN Securities Inc. | 7,920 | $708.0K | 0.12% | +7,920 | New |
| Aaron Wealth Advisors | 7,963 | $711.9K | 0.04% | +2,238+39.1% | Added |
| Ballentine Partners, LLC | 7,971 | $712.6K | 0.01% | +895+12.6% | Added |
| Jump Financial, LLC | 7,998 | $715.0K | 0.01% | −1,926−19.4% | Reduced |
| D.A. Davidson & Co. | 7,998 | $715.0K | 0.00% | +76+1.0% | Added |
| Aspen Investment Management Inc | 8,150 | $729.0K | 0.20% | +170+2.1% | Added |
| BOS Asset Management, LLC | 8,183 | $731.5K | 0.17% | −1,025−11.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,184 | $731.6K | 0.00% | +8,184 | New |
| Old National Bancorp | 8,228 | $735.6K | 0.01% | −1,464−15.1% | Reduced |