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 |
|---|---|---|---|---|---|
| Federated Hermes, Inc. | 13,543 | $1.21M | 0.00% | +739+5.8% | Added |
| MML Investors Services, LLC | 13,380 | $1.20M | 0.00% | +1,848+16.0% | Added |
| Assetmark, Inc | 13,250 | $1.18M | 0.00% | +220+1.7% | Added |
| Cary Street Partners Financial LLC | 13,214 | $1.18M | 0.03% | +13,214 | New |
| 111 Capital | 13,205 | $1.18M | 0.20% | +9,399+247.0% | Added |
| Redwood Investment Management, LLC | 12,971 | $1.16M | 0.11% | −1,184−8.4% | Reduced |
| Lido Advisors, LLC | 12,911 | $1.15M | 0.00% | +2,728+26.8% | Added |
| Frec Markets, Inc. | 12,901 | $1.15M | 0.10% | +8,457+190.3% | Added |
| Coldstream Capital Management Inc | 12,808 | $1.15M | 0.01% | −55−0.4% | Reduced |
| Parrish Capital LLC | 12,427 | $1.11M | 1.07% | −1,854−13.0% | Reduced |
| Pinebridge Investments LLC | 12,312 | $1.10M | 0.01% | +5,488+80.4% | Added |
| Federation des caisses Desjardins du Quebec | 12,197 | $1.09M | 0.00% | +1,569+14.8% | Added |
| Walleye Capital LLC | 12,195 | $1.09M | 0.01% | +5,202+74.4% | Added |
| Tower Research Capital LLC (TRC) | 12,181 | $1.09M | 0.03% | +3,636+42.6% | Added |
| Diversified Trust Co | 12,126 | $1.08M | 0.02% | +8,811+265.8% | Added |
| HM Payson & Co | 11,854 | $1.06M | 0.01% | +822+7.5% | Added |
| Integrated Wealth Concepts LLC | 11,810 | $1.06M | 0.01% | +1,181+11.1% | Added |
| Global Retirement Partners, LLC | 11,774 | $1.05M | 0.02% | +11,774 | New |
| Bessemer Group Inc | 11,758 | $1.05M | 0.00% | −1,115−8.7% | Reduced |
| Total Wealth Planning & Management, Inc. | 11,721 | $1.05M | 0.76% | +3,728+46.6% | Added |
| Wedmont Private Capital | 11,963 | $1.05M | 0.03% | +250+2.1% | Added |
| Worldquant Millennium Advisors LLC | 11,705 | $1.05M | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 11,688 | $1.04M | 0.00% | +3,107+36.2% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 11,562 | $1.03M | 0.00% | +11,562 | New |
| Elo Mutual Pension Insurance Co | 11,529 | $1.03M | 0.01% | +11,529 | New |
| Atlas Capital Advisors LLC | 11,429 | $1.02M | 0.11% | −544−4.5% | Reduced |
| Financial Advisory Service, Inc. | 11,218 | $1.00M | 0.05% | +63+0.6% | Added |
| Jones Financial Companies LLLP | 11,037 | $994.6K | 0.00% | +2,596+30.8% | Added |
| Prospera Financial Services Inc | 11,055 | $990.5K | 0.01% | −1,656−13.0% | Reduced |
| Crossmark Global Holdings, Inc. | 11,066 | $989.3K | 0.01% | +40+0.4% | Added |
| Patten & Patten Inc | 11,052 | $988.0K | 0.05% | −25−0.2% | Reduced |
| AE Wealth Management LLC | 11,021 | $985.3K | 0.00% | +841+8.3% | Added |
| RSM US Wealth Management LLC | 10,834 | $968.6K | 0.01% | +3,176+41.5% | Added |
| Securian Asset Management, Inc | 10,840 | $965.3K | 0.03% | −379−3.4% | Reduced |
| Greenleaf Trust | 10,781 | $963.8K | 0.01% | +335+3.2% | Added |
| Employees Retirement System of Texas | 10,761 | $962.0K | 0.01% | +9,013+515.6% | Added |
| SRS Capital Advisors, Inc. | 10,539 | $942.2K | 0.01% | +3,354+46.7% | Added |
| Prosperity Consulting Group, LLC | 10,425 | $932.0K | 0.04% | +2,268+27.8% | Added |
| Boxwood Ventures, Inc. | 10,412 | $930.8K | 0.56% | 00.0% | Unchanged |
| DMG Group, LLC | 9,972 | $891.5K | 0.61% | −1,557−13.5% | Reduced |
| Park Avenue Securities LLC | 9,870 | $882.0K | 0.01% | −123−1.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 9,736 | $870.4K | 0.00% | −18,982−66.1% | Reduced |
| GAMMA Investing LLC | 9,610 | $859.1K | 0.03% | +501+5.5% | Added |
| Jefferies Financial Group Inc. | 9,590 | $857.3K | 0.01% | −17,228−64.2% | Reduced |
| Venture Visionary Partners LLC | 9,567 | $855.3K | 0.02% | +30.0% | Added |
| Carret Asset Management, LLC | 9,482 | $847.7K | 0.07% | 00.0% | Unchanged |
| State of Wyoming | 9,422 | $842.3K | 0.09% | +7,630+425.8% | Added |
| Aster Capital Management (DIFC) Ltd | 9,304 | $831.8K | 0.18% | +9,304 | New |
| Centiva Capital, LP | 9,190 | $821.6K | 0.03% | +9,190 | New |
| Paradigm Financial Partners, LLC | 9,178 | $820.5K | 0.07% | +235+2.6% | Added |
| Empowered Funds, LLC | 9,144 | $817.5K | 0.00% | −16,995−65.0% | Reduced |
| Swiss Life Asset Management Ltd | 9,135 | $816.7K | 0.00% | −9,750−51.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 9,105 | $814.0K | 0.02% | −288−3.1% | Reduced |
| Greenwood Capital Associates LLC | 8,889 | $794.7K | 0.08% | −89−1.0% | Reduced |
| Bridgefront Capital, LLC | 8,851 | $791.3K | 0.21% | +4,170+89.1% | Added |
| Rothschild Investment LLC | 8,829 | $789.3K | 0.03% | +7,678+667.1% | Added |
| Old Port Advisors | 8,802 | $786.9K | 0.16% | +73+0.8% | Added |
| Syon Capital LLC | 8,759 | $783.1K | 0.03% | +1,850+26.8% | Added |
| Keel Point, LLC | 8,740 | $781.3K | 0.05% | −2,219−20.2% | Reduced |
| EP Wealth Advisors, LLC | 8,606 | $769.4K | 0.00% | +3,562+70.6% | Added |
| Kera Capital Partners, Inc. | 8,543 | $763.7K | 0.07% | +887+11.6% | Added |
| Maryland State Retirement & Pension System | 8,486 | $758.6K | 0.01% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 8,466 | $756.9K | 0.01% | +193+2.3% | Added |
| Optas, LLC | 8,451 | $755.5K | 0.11% | −52−0.6% | Reduced |
| Mutual Advisors, LLC | 8,370 | $748.3K | 0.01% | −455−5.2% | Reduced |
| Utah Retirement Systems | 8,264 | $738.8K | 0.01% | −684−7.6% | Reduced |
| Old National Bancorp | 8,228 | $735.6K | 0.01% | −1,464−15.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,184 | $731.6K | 0.00% | +8,184 | New |
| BOS Asset Management, LLC | 8,183 | $731.5K | 0.17% | −1,025−11.1% | Reduced |
| Aspen Investment Management Inc | 8,150 | $729.0K | 0.20% | +170+2.1% | Added |
| D.A. Davidson & Co. | 7,998 | $715.0K | 0.00% | +76+1.0% | Added |
| Jump Financial, LLC | 7,998 | $715.0K | 0.01% | −1,926−19.4% | Reduced |
| Ballentine Partners, LLC | 7,971 | $712.6K | 0.01% | +895+12.6% | Added |
| Aaron Wealth Advisors | 7,963 | $711.9K | 0.04% | +2,238+39.1% | Added |
| GWN Securities Inc. | 7,920 | $708.0K | 0.12% | +7,920 | New |
| Walleye Trading LLC | 7,836 | $700.5K | 0.01% | +2,013+34.6% | Added |
| Fifth Third Wealth Advisors LLC | 7,811 | $698.3K | 0.02% | +1,674+27.3% | Added |
| Advisors Capital Management, LLC | 7,732 | $691.3K | 0.01% | +188+2.5% | Added |
| Dumont & Blake Investment Advisors LLC | 7,668 | $685.5K | 0.15% | −400−5.0% | Reduced |
| Atria Investments LLC | 7,661 | $684.9K | 0.01% | +725+10.5% | Added |
| CSS LLC | 7,568 | $676.6K | 0.03% | −3,221−29.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 7,561 | $676.0K | 0.02% | −10.0% | Reduced |
| Campion Asset Management LLC | 7,516 | $671.9K | 0.41% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 7,487 | $669.3K | 0.02% | −35−0.5% | Reduced |
| Huntington National Bank | 7,263 | $649.3K | 0.00% | −25−0.3% | Reduced |
| Kingsview Wealth Management, LLC | 7,118 | $636.4K | 0.01% | +1,947+37.7% | Added |
| Atom Investors LP | 6,987 | $624.6K | 0.06% | +3,315+90.3% | Added |
| Polymer Capital Management (US) LLC | 6,925 | $619.1K | 0.09% | +253+3.8% | Added |
| Regions Financial Corp | 6,920 | $618.6K | 0.00% | +452+7.0% | Added |
| Farther Finance Advisors, LLC | 6,804 | $608.5K | 0.00% | −382−5.3% | Reduced |
| Callan Family Office, LLC | 6,795 | $607.4K | 0.01% | −133−1.9% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6,740 | $602.6K | 0.07% | +7+0.1% | Added |
| Sanctuary Advisors, LLC | 6,665 | $595.9K | 0.00% | +735+12.4% | Added |
| FourThought Financial Partners, LLC | 6,644 | $594.0K | 0.05% | −109−1.6% | Reduced |
| Capstone Investment Advisors, LLC | 6,640 | $593.6K | 0.00% | +6,640 | New |
| Ethos Financial Group, LLC | 7,019 | $590.5K | 0.04% | +7,019 | New |
| Blair William & Co | 6,545 | $585.1K | 0.00% | +1,507+29.9% | Added |
| Accurate Wealth Management, LLC | 6,686 | $585.0K | 0.06% | +347+5.5% | Added |
| Prelude Capital Management, LLC | 6,410 | $573.1K | 0.04% | +6,410 | New |
| DnB Asset Management AS | 6,398 | $572.0K | 0.00% | 00.0% | Unchanged |