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 |
|---|---|---|---|---|---|
| Nomura Asset Management International Inc. | 37,500 | $3.35M | 0.01% | 00.0% | Unchanged |
| Marshall Wace, LLP | 36,996 | $3.31M | 0.00% | +36,996 | New |
| Janney Montgomery Scott LLC | 36,539 | $3.27M | 0.01% | −3,716−9.2% | Reduced |
| Great Diamond Partners, LLC | 36,539 | $3.27M | 0.56% | −1,211−3.2% | Reduced |
| Waterfront Wealth Inc. | 37,323 | $3.27M | 0.51% | −64−0.2% | Reduced |
| Vanguard Investments Australia, Ltd. | 36,312 | $3.25M | 0.01% | −3,403−8.6% | Reduced |
| Sculati Wealth Management, LLC | 35,576 | $3.17M | 1.06% | −325−0.9% | Reduced |
| Sequoia Financial Advisors, LLC | 35,364 | $3.16M | 0.02% | −381−1.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 35,191 | $3.15M | 0.02% | −3,005−7.9% | Reduced |
| Numerai GP LLC | 35,048 | $3.13M | 0.26% | −15,264−30.3% | Reduced |
| Ritholtz Wealth Management | 35,011 | $3.13M | 0.05% | +145+0.4% | Added |
| Naples Global Advisors, LLC | 34,597 | $3.09M | 0.19% | +1,497+4.5% | Added |
| State of Michigan Retirement System | 34,400 | $3.08M | 0.01% | −2,300−6.3% | Reduced |
| Advisor Group Holdings, Inc. | 33,838 | $3.03M | 0.00% | +6,309+22.9% | Added |
| The PNC Financial Services Group, Inc. | 33,816 | $3.02M | 0.00% | +3,798+12.7% | Added |
| PEAK6 LLC | 33,576 | $3.00M | 0.07% | +13,996+71.5% | Added |
| Ethic Inc. | 33,575 | $3.00M | 0.04% | +8,562+34.2% | Added |
| Caxton Associates LLP | 33,317 | $2.98M | 0.06% | +5,550+20.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 33,066 | $2.96M | 0.03% | −1,086−3.2% | Reduced |
| New Mexico Educational Retirement Board | 32,443 | $2.90M | 0.07% | 00.0% | Unchanged |
| Kendall Capital Management | 31,695 | $2.83M | 0.47% | −1,637−4.9% | Reduced |
| HHM Wealth Advisors, LLC | 31,593 | $2.82M | 0.28% | +262+0.8% | Added |
| Glenmede Trust Co NA | 30,416 | $2.72M | 0.01% | −5,843−16.1% | Reduced |
| Oregon Public Employees Retirement Fund | 30,383 | $2.72M | 0.03% | −900−2.9% | Reduced |
| Consolidated Planning Corp | 30,209 | $2.70M | 0.36% | +782+2.7% | Added |
| Edgestream Partners, L.P. | 30,074 | $2.69M | 0.08% | +30,074 | New |
| Klein Pavlis & Peasley Financial, Inc. | 29,900 | $2.67M | 1.39% | +300+1.0% | Added |
| Graham Capital Management, L.P. | 29,275 | $2.62M | 0.07% | +25,646+706.7% | Added |
| Gotham Asset Management, LLC | 29,176 | $2.61M | 0.01% | +29,176 | New |
| Quadrature Capital Ltd | 28,721 | $2.57M | 0.02% | +20,779+261.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 28,243 | $2.52M | 0.01% | +331+1.2% | Added |
| Catalyst Funds Management Pty Ltd | 28,086 | $2.51M | 0.14% | +9,850+54.0% | Added |
| Axq Capital, LP | 27,924 | $2.50M | 0.27% | +20,300+266.3% | Added |
| Peak Financial Advisors LLC | 27,247 | $2.44M | 1.01% | +27,247 | New |
| Aviance Capital Partners, LLC | 27,214 | $2.43M | 0.25% | −602−2.2% | Reduced |
| Illinois Municipal Retirement Fund | 26,464 | $2.37M | 0.03% | −40,517−60.5% | Reduced |
| Impax Asset Management Group plc | 26,177 | $2.34M | 0.02% | +1,139+4.5% | Added |
| BKD Wealth Advisors, LLC | 26,040 | $2.33M | 0.04% | −212−0.8% | Reduced |
| Concurrent Investment Advisors, LLC | 25,910 | $2.32M | 0.02% | +216+0.8% | Added |
| Bokf, NA | 25,799 | $2.31M | 0.03% | −938−3.5% | Reduced |
| Goelzer Investment Management, Inc. | 25,728 | $2.30M | 0.10% | −1,793−6.5% | Reduced |
| Savant Capital, LLC | 27,480 | $2.24M | 0.01% | +11,519+72.2% | Added |
| Machina Capital S.A.S. | 24,904 | $2.23M | 0.35% | +21,857+717.3% | Added |
| Summit Trail Advisors, LLC | 24,329 | $2.18M | 0.03% | −1,929−7.3% | Reduced |
| Bailard, Inc. | 23,608 | $2.11M | 0.04% | +4,837+25.8% | Added |
| Advisory Services Network, LLC | 23,588 | $2.11M | 0.02% | −25−0.1% | Reduced |
| Barnett & Company, Inc. | 23,113 | $2.07M | 1.53% | −98,950−81.1% | Reduced |
| Laird Norton Trust Company, LLC | 22,946 | $2.05M | 0.04% | +398+1.8% | Added |
| Weaver C. Barksdale & Associates, Inc. | 22,698 | $2.03M | 1.82% | −30−0.1% | Reduced |
| HSBC Holdings PLC | 22,358 | $2.01M | 0.00% | +8,043+56.2% | Added |
| Ascent Group, LLC | 22,399 | $2.00M | 0.06% | +2,066+10.2% | Added |
| SummitTX Capital, L.P. | 22,325 | $2.00M | 0.05% | −6,589−22.8% | Reduced |
| Pictet Asset Management Holding SA | 22,229 | $1.99M | 0.00% | −3,477−13.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 21,955 | $1.97M | 0.01% | +7,643+53.4% | Added |
| Nilsine Partners, LLC | 21,841 | $1.95M | 0.14% | +43+0.2% | Added |
| Pacer Advisors, Inc. | 21,576 | $1.93M | 0.01% | +3,682+20.6% | Added |
| Investors Research Corp | 21,301 | $1.90M | 0.34% | −2,100−9.0% | Reduced |
| DRW Securities, LLC | 21,248 | $1.90M | 0.11% | −26,736−55.7% | Reduced |
| Rockefeller Capital Management L.P. | 20,856 | $1.86M | 0.00% | +1,902+10.0% | Added |
| Mackenzie Financial Corp | 20,768 | $1.86M | 0.00% | +20,768 | New |
| First Citizens Bank & Trust Co | 20,550 | $1.84M | 0.03% | +325+1.6% | Added |
| Xponance, Inc. | 20,366 | $1.82M | 0.01% | −1,137−5.3% | Reduced |
| Genus Capital Management Inc. | 20,310 | $1.82M | 0.18% | +20,310 | New |
| Vident Advisory, LLC | 20,244 | $1.81M | 0.01% | −1,786−8.1% | Reduced |
| Entropy Technologies, LP | 20,158 | $1.80M | 0.07% | +20,158 | New |
| Abacus Planning Group, Inc. | 19,979 | $1.79M | 0.22% | +10.0% | Added |
| Evergreen Capital Management LLC | 19,879 | $1.78M | 0.03% | +2,403+13.8% | Added |
| New York Life Investment Management LLC | 19,805 | $1.77M | 0.01% | +1,064+5.7% | Added |
| New Vernon Investment Management LLC | 19,796 | $1.77M | 2.17% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 19,696 | $1.76M | 0.03% | +4,649+30.9% | Added |
| Vise Technologies, Inc. | 19,588 | $1.75M | 0.02% | +3,541+22.1% | Added |
| Bleakley Financial Group, LLC | 19,372 | $1.73M | 0.02% | +19,372 | New |
| Signaturefd, LLC | 19,196 | $1.72M | 0.02% | +899+4.9% | Added |
| Stephens Inc | 19,063 | $1.70M | 0.02% | −312−1.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 18,806 | $1.68M | 0.01% | +289+1.6% | Added |
| HB Wealth Management, LLC | 18,464 | $1.65M | 0.01% | +2,352+14.6% | Added |
| Convergence Investment Partners, LLC | 18,308 | $1.64M | 0.16% | +18,308 | New |
| Oak Thistle LLC | 18,237 | $1.63M | 0.16% | +816+4.7% | Added |
| Advisory Research Inc | 18,176 | $1.62M | 0.16% | +93+0.5% | Added |
| Burney Co | 17,916 | $1.60M | 0.04% | −16,767−48.3% | Reduced |
| Gradient Investments LLC | 17,893 | $1.60M | 0.02% | +17,893 | New |
| Keynote Financial Services LLC | 17,380 | $1.55M | 0.73% | −61−0.3% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 16,778 | $1.50M | 0.02% | +2,189+15.0% | Added |
| Fox Run Management, L.L.C. | 16,682 | $1.49M | 0.25% | +3,021+22.1% | Added |
| Landscape Capital Management, L.L.C. | 16,581 | $1.48M | 0.10% | +10,847+189.2% | Added |
| Dockside LLC | 16,373 | $1.46M | 0.34% | +16,373 | New |
| Aquatic Capital Management LLC | 15,769 | $1.41M | 0.05% | +15,769 | New |
| Merit Financial Group, LLC | 15,767 | $1.41M | 0.01% | +2,586+19.6% | Added |
| Lecap Asset Management Ltd | 15,574 | $1.39M | 0.60% | −12,160−43.8% | Reduced |
| Public Employees Retirement Association of Colorado | 15,311 | $1.37M | 0.00% | −1,305−7.9% | Reduced |
| Chicago Partners Investment Group LLC | 15,711 | $1.36M | 0.03% | +4,380+38.7% | Added |
| United Capital Financial Advisers, LLC | 15,085 | $1.35M | 0.01% | +1,426+10.4% | Added |
| Baird Financial Group, Inc. | 15,016 | $1.34M | 0.00% | +7,775+107.4% | Added |
| Commerce Bank | 14,489 | $1.30M | 0.01% | +325+2.3% | Added |
| QRG Capital Management, Inc. | 14,359 | $1.28M | 0.01% | +1,404+10.8% | Added |
| M&T Bank Corp | 14,261 | $1.28M | 0.00% | −167−1.2% | Reduced |
| Toroso Investments, LLC | 14,062 | $1.26M | 0.00% | +6,544+87.0% | Added |
| JSF Financial, LLC | 13,690 | $1.22M | 0.20% | +13,690 | New |
| Benjamin Edwards Inc | 13,661 | $1.22M | 0.01% | −803−5.6% | Reduced |
| XML Financial, LLC | 13,555 | $1.21M | 0.09% | −200−1.5% | Reduced |