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 |
|---|---|---|---|---|---|
| Utah Retirement Systems | 8,264 | $738.8K | 0.01% | −684−7.6% | Reduced |
| Mutual Advisors, LLC | 8,370 | $748.3K | 0.01% | −455−5.2% | Reduced |
| Optas, LLC | 8,451 | $755.5K | 0.11% | −52−0.6% | Reduced |
| Brinker Capital Investments, LLC | 8,466 | $756.9K | 0.01% | +193+2.3% | Added |
| Maryland State Retirement & Pension System | 8,486 | $758.6K | 0.01% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 8,543 | $763.7K | 0.07% | +887+11.6% | Added |
| EP Wealth Advisors, LLC | 8,606 | $769.4K | 0.00% | +3,562+70.6% | Added |
| Keel Point, LLC | 8,740 | $781.3K | 0.05% | −2,219−20.2% | Reduced |
| Syon Capital LLC | 8,759 | $783.1K | 0.03% | +1,850+26.8% | Added |
| Old Port Advisors | 8,802 | $786.9K | 0.16% | +73+0.8% | Added |
| Rothschild Investment LLC | 8,829 | $789.3K | 0.03% | +7,678+667.1% | Added |
| Bridgefront Capital, LLC | 8,851 | $791.3K | 0.21% | +4,170+89.1% | Added |
| Greenwood Capital Associates LLC | 8,889 | $794.7K | 0.08% | −89−1.0% | Reduced |
| Ashton Thomas Private Wealth, LLC | 9,105 | $814.0K | 0.02% | −288−3.1% | Reduced |
| Swiss Life Asset Management Ltd | 9,135 | $816.7K | 0.00% | −9,750−51.6% | Reduced |
| Empowered Funds, LLC | 9,144 | $817.5K | 0.00% | −16,995−65.0% | Reduced |
| Paradigm Financial Partners, LLC | 9,178 | $820.5K | 0.07% | +235+2.6% | Added |
| Centiva Capital, LP | 9,190 | $821.6K | 0.03% | +9,190 | New |
| Aster Capital Management (DIFC) Ltd | 9,304 | $831.8K | 0.18% | +9,304 | New |
| State of Wyoming | 9,422 | $842.3K | 0.09% | +7,630+425.8% | Added |
| Carret Asset Management, LLC | 9,482 | $847.7K | 0.07% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 9,567 | $855.3K | 0.02% | +30.0% | Added |
| Jefferies Financial Group Inc. | 9,590 | $857.3K | 0.01% | −17,228−64.2% | Reduced |
| GAMMA Investing LLC | 9,610 | $859.1K | 0.03% | +501+5.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 9,736 | $870.4K | 0.00% | −18,982−66.1% | Reduced |
| Park Avenue Securities LLC | 9,870 | $882.0K | 0.01% | −123−1.2% | Reduced |
| DMG Group, LLC | 9,972 | $891.5K | 0.61% | −1,557−13.5% | Reduced |
| Boxwood Ventures, Inc. | 10,412 | $930.8K | 0.56% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 10,425 | $932.0K | 0.04% | +2,268+27.8% | Added |
| SRS Capital Advisors, Inc. | 10,539 | $942.2K | 0.01% | +3,354+46.7% | Added |
| Employees Retirement System of Texas | 10,761 | $962.0K | 0.01% | +9,013+515.6% | Added |
| Greenleaf Trust | 10,781 | $963.8K | 0.01% | +335+3.2% | Added |
| Securian Asset Management, Inc | 10,840 | $965.3K | 0.03% | −379−3.4% | Reduced |
| RSM US Wealth Management LLC | 10,834 | $968.6K | 0.01% | +3,176+41.5% | Added |
| AE Wealth Management LLC | 11,021 | $985.3K | 0.00% | +841+8.3% | Added |
| Patten & Patten Inc | 11,052 | $988.0K | 0.05% | −25−0.2% | Reduced |
| Crossmark Global Holdings, Inc. | 11,066 | $989.3K | 0.01% | +40+0.4% | Added |
| Prospera Financial Services Inc | 11,055 | $990.5K | 0.01% | −1,656−13.0% | Reduced |
| Jones Financial Companies LLLP | 11,037 | $994.6K | 0.00% | +2,596+30.8% | Added |
| Financial Advisory Service, Inc. | 11,218 | $1.00M | 0.05% | +63+0.6% | Added |
| Atlas Capital Advisors LLC | 11,429 | $1.02M | 0.11% | −544−4.5% | Reduced |
| Elo Mutual Pension Insurance Co | 11,529 | $1.03M | 0.01% | +11,529 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 11,562 | $1.03M | 0.00% | +11,562 | New |
| Private Advisor Group, LLC | 11,688 | $1.04M | 0.00% | +3,107+36.2% | Added |
| Worldquant Millennium Advisors LLC | 11,705 | $1.05M | 0.00% | 00.0% | Unchanged |
| Wedmont Private Capital | 11,963 | $1.05M | 0.03% | +250+2.1% | Added |
| Total Wealth Planning & Management, Inc. | 11,721 | $1.05M | 0.76% | +3,728+46.6% | Added |
| Bessemer Group Inc | 11,758 | $1.05M | 0.00% | −1,115−8.7% | Reduced |
| Global Retirement Partners, LLC | 11,774 | $1.05M | 0.02% | +11,774 | New |
| Integrated Wealth Concepts LLC | 11,810 | $1.06M | 0.01% | +1,181+11.1% | Added |
| HM Payson & Co | 11,854 | $1.06M | 0.01% | +822+7.5% | Added |
| Diversified Trust Co | 12,126 | $1.08M | 0.02% | +8,811+265.8% | Added |
| Tower Research Capital LLC (TRC) | 12,181 | $1.09M | 0.03% | +3,636+42.6% | Added |
| Walleye Capital LLC | 12,195 | $1.09M | 0.01% | +5,202+74.4% | Added |
| Federation des caisses Desjardins du Quebec | 12,197 | $1.09M | 0.00% | +1,569+14.8% | Added |
| Pinebridge Investments LLC | 12,312 | $1.10M | 0.01% | +5,488+80.4% | Added |
| Parrish Capital LLC | 12,427 | $1.11M | 1.07% | −1,854−13.0% | Reduced |
| Coldstream Capital Management Inc | 12,808 | $1.15M | 0.01% | −55−0.4% | Reduced |
| Frec Markets, Inc. | 12,901 | $1.15M | 0.10% | +8,457+190.3% | Added |
| Lido Advisors, LLC | 12,911 | $1.15M | 0.00% | +2,728+26.8% | Added |
| Redwood Investment Management, LLC | 12,971 | $1.16M | 0.11% | −1,184−8.4% | Reduced |
| 111 Capital | 13,205 | $1.18M | 0.20% | +9,399+247.0% | Added |
| Cary Street Partners Financial LLC | 13,214 | $1.18M | 0.03% | +13,214 | New |
| Assetmark, Inc | 13,250 | $1.18M | 0.00% | +220+1.7% | Added |
| MML Investors Services, LLC | 13,380 | $1.20M | 0.00% | +1,848+16.0% | Added |
| Federated Hermes, Inc. | 13,543 | $1.21M | 0.00% | +739+5.8% | Added |
| XML Financial, LLC | 13,555 | $1.21M | 0.09% | −200−1.5% | Reduced |
| Benjamin Edwards Inc | 13,661 | $1.22M | 0.01% | −803−5.6% | Reduced |
| JSF Financial, LLC | 13,690 | $1.22M | 0.20% | +13,690 | New |
| Toroso Investments, LLC | 14,062 | $1.26M | 0.00% | +6,544+87.0% | Added |
| M&T Bank Corp | 14,261 | $1.28M | 0.00% | −167−1.2% | Reduced |
| QRG Capital Management, Inc. | 14,359 | $1.28M | 0.01% | +1,404+10.8% | Added |
| Commerce Bank | 14,489 | $1.30M | 0.01% | +325+2.3% | Added |
| Baird Financial Group, Inc. | 15,016 | $1.34M | 0.00% | +7,775+107.4% | Added |
| United Capital Financial Advisers, LLC | 15,085 | $1.35M | 0.01% | +1,426+10.4% | Added |
| Chicago Partners Investment Group LLC | 15,711 | $1.36M | 0.03% | +4,380+38.7% | Added |
| Public Employees Retirement Association of Colorado | 15,311 | $1.37M | 0.00% | −1,305−7.9% | Reduced |
| Lecap Asset Management Ltd | 15,574 | $1.39M | 0.60% | −12,160−43.8% | Reduced |
| Merit Financial Group, LLC | 15,767 | $1.41M | 0.01% | +2,586+19.6% | Added |
| Aquatic Capital Management LLC | 15,769 | $1.41M | 0.05% | +15,769 | New |
| Dockside LLC | 16,373 | $1.46M | 0.34% | +16,373 | New |
| Landscape Capital Management, L.L.C. | 16,581 | $1.48M | 0.10% | +10,847+189.2% | Added |
| Fox Run Management, L.L.C. | 16,682 | $1.49M | 0.25% | +3,021+22.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 16,778 | $1.50M | 0.02% | +2,189+15.0% | Added |
| Keynote Financial Services LLC | 17,380 | $1.55M | 0.73% | −61−0.3% | Reduced |
| Gradient Investments LLC | 17,893 | $1.60M | 0.02% | +17,893 | New |
| Burney Co | 17,916 | $1.60M | 0.04% | −16,767−48.3% | Reduced |
| Advisory Research Inc | 18,176 | $1.62M | 0.16% | +93+0.5% | Added |
| Oak Thistle LLC | 18,237 | $1.63M | 0.16% | +816+4.7% | Added |
| Convergence Investment Partners, LLC | 18,308 | $1.64M | 0.16% | +18,308 | New |
| HB Wealth Management, LLC | 18,464 | $1.65M | 0.01% | +2,352+14.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 18,806 | $1.68M | 0.01% | +289+1.6% | Added |
| Stephens Inc | 19,063 | $1.70M | 0.02% | −312−1.6% | Reduced |
| Signaturefd, LLC | 19,196 | $1.72M | 0.02% | +899+4.9% | Added |
| Bleakley Financial Group, LLC | 19,372 | $1.73M | 0.02% | +19,372 | New |
| Vise Technologies, Inc. | 19,588 | $1.75M | 0.02% | +3,541+22.1% | Added |
| CAPROCK Group, Inc. | 19,696 | $1.76M | 0.03% | +4,649+30.9% | Added |
| New Vernon Investment Management LLC | 19,796 | $1.77M | 2.17% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 19,805 | $1.77M | 0.01% | +1,064+5.7% | Added |
| Evergreen Capital Management LLC | 19,879 | $1.78M | 0.03% | +2,403+13.8% | Added |