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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.

Institutional holdersQ2 2026: 766 institutions
Q1 2021: 459 institutionsQ2 2021: 451 institutionsQ3 2021: 459 institutionsQ4 2021: 444 institutionsQ1 2022: 466 institutionsQ2 2022: 487 institutionsQ3 2022: 492 institutionsQ4 2022: 528 institutionsQ1 2023: 527 institutionsQ2 2023: 557 institutionsQ3 2023: 580 institutionsQ4 2023: 572 institutionsQ1 2024: 580 institutionsQ2 2024: 579 institutionsQ3 2024: 625 institutionsQ4 2024: 685 institutionsQ1 2025: 729 institutionsQ2 2025: 736 institutionsQ3 2025: 674 institutionsQ4 2025: 699 institutionsQ1 2026: 702 institutionsQ2 2026: 766 institutions
Value heldQ2 2026: $12.6B
Q1 2021: $4.67BQ2 2021: $4.88BQ3 2021: $4.18BQ4 2021: $4.09BQ1 2022: $5.36BQ2 2022: $5.76BQ3 2022: $6.59BQ4 2022: $6.94BQ1 2023: $6.65BQ2 2023: $7.97BQ3 2023: $8.14BQ4 2023: $7.51BQ1 2024: $8.87BQ2 2024: $8.25BQ3 2024: $9.30BQ4 2024: $11.3BQ1 2025: $12.6BQ2 2025: $12.3BQ3 2025: $10.4BQ4 2025: $11.3BQ1 2026: $9.25BQ2 2026: $12.6B
Institutions holding UNM and their total value by quarter
QuarterHoldersValue
Q2 2026766$12.6B
Q1 2026702$9.25B
Q4 2025699$11.3B
Q3 2025674$10.4B
Q2 2025736$12.3B
Q1 2025729$12.6B
Q4 2024685$11.3B
Q3 2024625$9.30B
Q2 2024579$8.25B
Q1 2024580$8.87B
Q4 2023572$7.51B
Q3 2023580$8.14B
Q2 2023557$7.97B
Q1 2023527$6.65B
Q4 2022528$6.94B
Q3 2022492$6.59B
Q2 2022487$5.76B
Q1 2022466$5.36B
Q4 2021444$4.09B
Q3 2021459$4.18B
Q2 2021451$4.88B
Q1 2021459$4.67B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Unum Group; share changes are against Q1 2026.

Institutions holding UNM in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Legacy Wealth Managment, LLC0$00.00%−411−100.0%Sold out
MBM Wealth Consultants, LLC0$00.00%−392−100.0%Sold out
SWAN Capital LLC0$00.00%−300−100.0%Sold out
Bullock Wealth Management Group0$00.00%−205−100.0%Sold out
Wealth Preservation Advisors, LLC0$00.00%−175−100.0%Sold out
GoalVest Advisory LLC0$00.00%−140−100.0%Sold out
Magnolia Wealth Management, LLC0$00.00%−120−100.0%Sold out
Wall Street Financial Group, Inc.0$00.00%−119−100.0%Sold out
Twin Peaks Wealth Advisors, LLC0$00.00%−80−100.0%Sold out
Key Financial Inc0$00.00%−64−100.0%Sold out
Lloyd Advisory Services, LLC.0$00.00%−57−100.0%Sold out
Vermillion Wealth Management, Inc.0$00.00%−11−100.0%Sold out
Caitong International Asset Management Co., Ltd0$00.00%−11−100.0%Sold out
Intentional Wealth Strategies, LLC0$00.00%−11−100.0%Sold out
Brown, Lisle/Cummings, Inc.0$00.00%−6−100.0%Sold out
Curio Wealth, LLC0$00.00%−4−100.0%Sold out
Kilter Group LLC0$00.00%−3−100.0%Sold out
Janus Henderson Group PLC––––Not filed
Skopos Labs, Inc.––––Not filed
DGS Capital Management, LLC––––Not filed
CWM, LLC––––Not filed
McIlrath & Eck, LLC––––Not filed