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 |
|---|---|---|---|---|---|
| Abacus Planning Group, Inc. | 19,979 | $1.79M | 0.22% | +10.0% | Added |
| Entropy Technologies, LP | 20,158 | $1.80M | 0.07% | +20,158 | New |
| Vident Advisory, LLC | 20,244 | $1.81M | 0.01% | −1,786−8.1% | Reduced |
| Genus Capital Management Inc. | 20,310 | $1.82M | 0.18% | +20,310 | New |
| Xponance, Inc. | 20,366 | $1.82M | 0.01% | −1,137−5.3% | Reduced |
| First Citizens Bank & Trust Co | 20,550 | $1.84M | 0.03% | +325+1.6% | Added |
| Mackenzie Financial Corp | 20,768 | $1.86M | 0.00% | +20,768 | New |
| Rockefeller Capital Management L.P. | 20,856 | $1.86M | 0.00% | +1,902+10.0% | Added |
| DRW Securities, LLC | 21,248 | $1.90M | 0.11% | −26,736−55.7% | Reduced |
| Investors Research Corp | 21,301 | $1.90M | 0.34% | −2,100−9.0% | Reduced |
| Pacer Advisors, Inc. | 21,576 | $1.93M | 0.01% | +3,682+20.6% | Added |
| Nilsine Partners, LLC | 21,841 | $1.95M | 0.14% | +43+0.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 21,955 | $1.97M | 0.01% | +7,643+53.4% | Added |
| Pictet Asset Management Holding SA | 22,229 | $1.99M | 0.00% | −3,477−13.5% | Reduced |
| SummitTX Capital, L.P. | 22,325 | $2.00M | 0.05% | −6,589−22.8% | Reduced |
| Ascent Group, LLC | 22,399 | $2.00M | 0.06% | +2,066+10.2% | Added |
| HSBC Holdings PLC | 22,358 | $2.01M | 0.00% | +8,043+56.2% | Added |
| Weaver C. Barksdale & Associates, Inc. | 22,698 | $2.03M | 1.82% | −30−0.1% | Reduced |
| Laird Norton Trust Company, LLC | 22,946 | $2.05M | 0.04% | +398+1.8% | Added |
| Barnett & Company, Inc. | 23,113 | $2.07M | 1.53% | −98,950−81.1% | Reduced |
| Advisory Services Network, LLC | 23,588 | $2.11M | 0.02% | −25−0.1% | Reduced |
| Bailard, Inc. | 23,608 | $2.11M | 0.04% | +4,837+25.8% | Added |
| Summit Trail Advisors, LLC | 24,329 | $2.18M | 0.03% | −1,929−7.3% | Reduced |
| Machina Capital S.A.S. | 24,904 | $2.23M | 0.35% | +21,857+717.3% | Added |
| Savant Capital, LLC | 27,480 | $2.24M | 0.01% | +11,519+72.2% | Added |
| Goelzer Investment Management, Inc. | 25,728 | $2.30M | 0.10% | −1,793−6.5% | Reduced |
| Bokf, NA | 25,799 | $2.31M | 0.03% | −938−3.5% | Reduced |
| Concurrent Investment Advisors, LLC | 25,910 | $2.32M | 0.02% | +216+0.8% | Added |
| BKD Wealth Advisors, LLC | 26,040 | $2.33M | 0.04% | −212−0.8% | Reduced |
| Impax Asset Management Group plc | 26,177 | $2.34M | 0.02% | +1,139+4.5% | Added |
| Illinois Municipal Retirement Fund | 26,464 | $2.37M | 0.03% | −40,517−60.5% | Reduced |
| Aviance Capital Partners, LLC | 27,214 | $2.43M | 0.25% | −602−2.2% | Reduced |
| Peak Financial Advisors LLC | 27,247 | $2.44M | 1.01% | +27,247 | New |
| Axq Capital, LP | 27,924 | $2.50M | 0.27% | +20,300+266.3% | Added |
| Catalyst Funds Management Pty Ltd | 28,086 | $2.51M | 0.14% | +9,850+54.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 28,243 | $2.52M | 0.01% | +331+1.2% | Added |
| Quadrature Capital Ltd | 28,721 | $2.57M | 0.02% | +20,779+261.6% | Added |
| Gotham Asset Management, LLC | 29,176 | $2.61M | 0.01% | +29,176 | New |
| Graham Capital Management, L.P. | 29,275 | $2.62M | 0.07% | +25,646+706.7% | Added |
| Klein Pavlis & Peasley Financial, Inc. | 29,900 | $2.67M | 1.39% | +300+1.0% | Added |
| Edgestream Partners, L.P. | 30,074 | $2.69M | 0.08% | +30,074 | New |
| Consolidated Planning Corp | 30,209 | $2.70M | 0.36% | +782+2.7% | Added |
| Oregon Public Employees Retirement Fund | 30,383 | $2.72M | 0.03% | −900−2.9% | Reduced |
| Glenmede Trust Co NA | 30,416 | $2.72M | 0.01% | −5,843−16.1% | Reduced |
| HHM Wealth Advisors, LLC | 31,593 | $2.82M | 0.28% | +262+0.8% | Added |
| Kendall Capital Management | 31,695 | $2.83M | 0.47% | −1,637−4.9% | Reduced |
| New Mexico Educational Retirement Board | 32,443 | $2.90M | 0.07% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 33,066 | $2.96M | 0.03% | −1,086−3.2% | Reduced |
| Caxton Associates LLP | 33,317 | $2.98M | 0.06% | +5,550+20.0% | Added |
| Ethic Inc. | 33,575 | $3.00M | 0.04% | +8,562+34.2% | Added |
| PEAK6 LLC | 33,576 | $3.00M | 0.07% | +13,996+71.5% | Added |
| The PNC Financial Services Group, Inc. | 33,816 | $3.02M | 0.00% | +3,798+12.7% | Added |
| Advisor Group Holdings, Inc. | 33,838 | $3.03M | 0.00% | +6,309+22.9% | Added |
| State of Michigan Retirement System | 34,400 | $3.08M | 0.01% | −2,300−6.3% | Reduced |
| Naples Global Advisors, LLC | 34,597 | $3.09M | 0.19% | +1,497+4.5% | Added |
| Ritholtz Wealth Management | 35,011 | $3.13M | 0.05% | +145+0.4% | Added |
| Numerai GP LLC | 35,048 | $3.13M | 0.26% | −15,264−30.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 35,191 | $3.15M | 0.02% | −3,005−7.9% | Reduced |
| Sequoia Financial Advisors, LLC | 35,364 | $3.16M | 0.02% | −381−1.1% | Reduced |
| Sculati Wealth Management, LLC | 35,576 | $3.17M | 1.06% | −325−0.9% | Reduced |
| Vanguard Investments Australia, Ltd. | 36,312 | $3.25M | 0.01% | −3,403−8.6% | Reduced |
| Waterfront Wealth Inc. | 37,323 | $3.27M | 0.51% | −64−0.2% | Reduced |
| Great Diamond Partners, LLC | 36,539 | $3.27M | 0.56% | −1,211−3.2% | Reduced |
| Janney Montgomery Scott LLC | 36,539 | $3.27M | 0.01% | −3,716−9.2% | Reduced |
| Marshall Wace, LLP | 36,996 | $3.31M | 0.00% | +36,996 | New |
| Nomura Asset Management International Inc. | 37,500 | $3.35M | 0.01% | 00.0% | Unchanged |
| Bank of Montreal | 37,677 | $3.37M | 0.00% | −69−0.2% | Reduced |
| apricus wealth, LLC | 38,170 | $3.41M | 1.63% | −245−0.6% | Reduced |
| Natixis Advisors, L.P. | 38,324 | $3.43M | 0.00% | +47+0.1% | Added |
| TD Private Client Wealth LLC | 38,735 | $3.46M | 0.06% | +38,463+14,140.8% | Added |
| Anchor Investment Management, LLC | 39,380 | $3.52M | 0.26% | −236−0.6% | Reduced |
| Arizona State Retirement System | 40,105 | $3.59M | 0.02% | −3,560−8.2% | Reduced |
| Nisa Investment Advisors, LLC | 40,699 | $3.64M | 0.01% | +1,920+5.0% | Added |
| Handelsbanken Fonder AB | 41,207 | $3.68M | 0.01% | +2,600+6.7% | Added |
| Acadian Asset Management LLC | 41,245 | $3.68M | 0.00% | +41,245 | New |
| Yousif Capital Management, LLC | 42,941 | $3.84M | 0.04% | −4,237−9.0% | Reduced |
| Louisiana State Employees Retirement System | 43,000 | $3.84M | 0.06% | −1,200−2.7% | Reduced |
| Ameritas Investment Partners, Inc. | 43,402 | $3.88M | 0.10% | −1,031−2.3% | Reduced |
| State of New Jersey Common Pension Fund D | 44,952 | $4.02M | 0.01% | −1,578−3.4% | Reduced |
| Mizuho Markets Americas LLC | 45,200 | $4.04M | 0.07% | +45,200 | New |
| Teachers Retirement System of the State of Kentucky | 48,000 | $4.29M | 0.03% | −2,900−5.7% | Reduced |
| Commonwealth Equity Services, LLC | 48,461 | $4.33M | 0.01% | +1,357+2.9% | Added |
| Public Employees Retirement System of Ohio | 48,714 | $4.36M | 0.01% | −3,464−6.6% | Reduced |
| Qsemble Capital Management, LP | 49,037 | $4.38M | 0.56% | +25,910+112.0% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 49,243 | $4.40M | 0.04% | +2,700+5.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 55,711 | $4.66M | 0.01% | +9,160+19.7% | Added |
| KLP Kapitalforvaltning AS | 53,300 | $4.77M | 0.02% | 00.0% | Unchanged |
| Auxier Asset Management | 54,502 | $4.87M | 0.65% | −1,312−2.4% | Reduced |
| Mutual of America Capital Management LLC | 54,680 | $4.89M | 0.05% | −3,740−6.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 55,643 | $4.97M | 0.01% | −17,389−23.8% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 56,519 | $5.05M | 0.01% | −9,503−14.4% | Reduced |
| Colony Group, LLC | 57,574 | $5.15M | 0.01% | +12,430+27.5% | Added |
| State of Wisconsin Investment Board | 57,870 | $5.17M | 0.01% | +4,979+9.4% | Added |
| SG Americas Securities, LLC | 58,194 | $5.20M | 0.00% | −170,279−74.5% | Reduced |
| CIBC World Markets Inc. | 58,387 | $5.22M | 0.01% | +3,700+6.8% | Added |
| State of Alaska, Department of Revenue | 60,927 | $5.45M | 0.05% | −6,286−9.4% | Reduced |
| MAI Capital Management | 61,130 | $5.47M | 0.02% | +6,803+12.5% | Added |
| State of Tennessee, Treasury Department | 62,366 | $5.58M | 0.02% | −1,123−1.8% | Reduced |
| Pathstone Holdings, LLC | 62,605 | $5.60M | 0.02% | +1,043+1.7% | Added |
| Cetera Investment Advisers | 64,983 | $5.81M | 0.01% | +5,443+9.1% | Added |