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 |
|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | 6,342 | $566.9K | 0.00% | −2,010−24.1% | Reduced |
| Parallel Advisors, LLC | 6,334 | $566.3K | 0.01% | +1,255+24.7% | Added |
| Fieldview Capital Management, LLC | 6,319 | $564.9K | 0.16% | −9,506−60.1% | Reduced |
| Clearstead Advisors, LLC | 6,298 | $563.0K | 0.01% | +3,049+93.8% | Added |
| GWM Advisors LLC | 6,230 | $556.9K | 0.00% | +585+10.4% | Added |
| XTX Topco Ltd | 6,209 | $555.1K | 0.01% | −17,070−73.3% | Reduced |
| Nykredit A/S | 6,189 | $553.3K | 0.00% | +6,189 | New |
| Dorsey & Whitney Trust CO LLC | 6,135 | $548.5K | 0.03% | +10.0% | Added |
| Vestmark Advisory Solutions, Inc. | 6,111 | $546.3K | 0.01% | +6,111 | New |
| Brown Brothers Harriman & Co | 6,089 | $544.4K | 0.00% | 00.0% | Unchanged |
| Patten Group, Inc. | 5,956 | $532.5K | 0.08% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 5,947 | $531.7K | 0.18% | +4+0.1% | Added |
| Glenview Trust Co | 5,893 | $526.8K | 0.01% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 5,883 | $526.0K | 0.01% | +5,883 | New |
| Means Investment Co., Inc. | 5,818 | $520.2K | 0.04% | +23+0.4% | Added |
| Arkadios Wealth Advisors | 5,759 | $514.9K | 0.01% | +300+5.5% | Added |
| Aries Wealth Management | 5,736 | $512.8K | 0.10% | 00.0% | Unchanged |
| Anchyra Partners LLC | 5,661 | $506.1K | 0.12% | +1,635+40.6% | Added |
| TD Capital Management LLC | 5,657 | $505.7K | 0.04% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 5,621 | $502.5K | 0.01% | +489+9.5% | Added |
| Allworth Financial LP | 5,588 | $499.5K | 0.00% | +1,455+35.2% | Added |
| Citizens Financial Group Inc | 5,514 | $493.0K | 0.01% | +5,514 | New |
| Sharpepoint LLC | 5,439 | $486.2K | 0.24% | 00.0% | Unchanged |
| CIBC Bancorp USA Inc. | 5,439 | $484.8K | 0.00% | +614+12.7% | Added |
| R Squared Ltd | 5,383 | $481.2K | 0.25% | −27−0.5% | Reduced |
| Quent Capital, LLC | 5,356 | $478.8K | 0.03% | +51+1.0% | Added |
| Atomi Financial Group, Inc. | 5,287 | $472.6K | 0.01% | +615+13.2% | Added |
| Eurizon Capital SGR S.p.A. | 5,271 | $472.1K | 0.00% | +2,191+71.1% | Added |
| Catalyst Financial Partners LLC | 5,251 | $469.4K | 0.05% | +5,251 | New |
| Csenge Advisory Group | 5,214 | $466.1K | 0.02% | +16+0.3% | Added |
| GeoWealth Management, LLC | 5,209 | $465.7K | 0.01% | +512+10.9% | Added |
| Steward Partners Investment Advisory, LLC | 5,207 | $465.5K | 0.00% | +3,394+187.2% | Added |
| Brighton Jones LLC | 5,155 | $460.8K | 0.01% | +1,309+34.0% | Added |
| Baker Avenue Asset Management, LP | 5,137 | $459.2K | 0.01% | +1,478+40.4% | Added |
| Brooks, Moore & Associates, Inc. | 5,098 | $455.8K | 0.20% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 5,063 | $452.6K | 0.00% | −3,067−37.7% | Reduced |
| Brown Advisory Inc | 5,037 | $450.3K | 0.00% | −1,092−17.8% | Reduced |
| TD Waterhouse Canada Inc. | 4,904 | $448.2K | 0.00% | +2,844+138.1% | Added |
| Boston Private Wealth LLC | 4,942 | $441.8K | 0.03% | +3+0.1% | Added |
| North Dakota State Investment Board | 4,940 | $441.6K | 0.02% | −20.0% | Reduced |
| Everence Capital Management Inc | 4,937 | $441.0K | 0.02% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 4,900 | $439.4K | 0.00% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 4,913 | $439.2K | 0.01% | −1,332−21.3% | Reduced |
| NewEdge Wealth, LLC | 4,864 | $434.8K | 0.00% | +1,310+36.9% | Added |
| Krilogy Financial LLC | 4,849 | $433.5K | 0.01% | +1,856+62.0% | Added |
| Shelton Capital Management | 4,826 | $431.4K | 0.01% | −159−3.2% | Reduced |
| Buckingham Strategic Partners | 4,806 | $429.7K | 0.00% | +4,806 | New |
| Pallas Capital Advisors LLC | 4,804 | $429.5K | 0.01% | −718−13.0% | Reduced |
| Sterling Capital Management LLC | 4,766 | $426.1K | 0.01% | −833−14.9% | Reduced |
| First Horizon Corp | 4,696 | $419.8K | 0.02% | −412−8.1% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 4,608 | $412.0K | 0.04% | −4,574−49.8% | Reduced |
| AlTi Global, Inc. | 4,590 | $410.3K | 0.01% | +163+3.7% | Added |
| Tripletail Wealth Management, LLC | 4,404 | $406.7K | 0.47% | 00.0% | Unchanged |
| Wedbush Securities Inc | 4,519 | $404.0K | 0.01% | −738−14.0% | Reduced |
| Viewpoint Investment Partners Corp | 4,500 | $402.3K | 0.14% | +4,500 | New |
| Coastline Trust Co | 4,470 | $399.6K | 0.04% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 4,361 | $389.9K | 0.00% | −542−11.1% | Reduced |
| Jacobi Capital Management LLC | 4,334 | $387.5K | 0.02% | +3+0.1% | Added |
| Delta Asset Management LLC | 4,325 | $386.7K | 0.03% | 00.0% | Unchanged |
| Zacks Investment Management | 4,255 | $380.4K | 0.00% | −2,217−34.3% | Reduced |
| Seeds Investor LLC | 4,251 | $380.0K | 0.04% | +207+5.1% | Added |
| Perigon Wealth Management, LLC | 4,243 | $379.3K | 0.01% | +526+14.2% | Added |
| Vestcor Inc | 4,228 | $378.0K | 0.01% | −14,011−76.8% | Reduced |
| Empirical Asset Management, LLC | 4,206 | $376.0K | 0.08% | +11+0.3% | Added |
| Camden Capital, LLC | 4,172 | $373.0K | 0.02% | +301+7.8% | Added |
| Hantz Financial Services, Inc. | 4,161 | $372.0K | 0.01% | +1,293+45.1% | Added |
| KBC Group NV | 4,154 | $371.0K | 0.00% | −736−15.1% | Reduced |
| New Age Alpha Advisors, LLC | 4,128 | $369.0K | 0.02% | −78,550−95.0% | Reduced |
| Commonwealth Financial Services, LLC | 4,107 | $367.2K | 0.05% | +60+1.5% | Added |
| Schulhoff & Co Inc | 4,000 | $357.6K | 0.14% | 00.0% | Unchanged |
| Arnhold LLC | 4,000 | $357.6K | 0.03% | 00.0% | Unchanged |
| Mather Group, LLC. | 3,981 | $355.9K | 0.00% | +10.0% | Added |
| Elyxium Wealth, LLC | 3,977 | $355.5K | 0.04% | +567+16.6% | Added |
| Wetzel Investment Advisors, Inc. | 3,975 | $355.4K | 0.12% | −115−2.8% | Reduced |
| Park Capital Management, LLC | 3,959 | $354.0K | 0.21% | +3,959 | New |
| Warren Averett Asset Management, LLC | 3,952 | $353.4K | 0.00% | +3,952 | New |
| nVerses Capital, LLC | 3,952 | $353.3K | 0.54% | −1,038−20.8% | Reduced |
| SageView Advisory Group, LLC | 3,949 | $353.1K | 0.01% | −356−8.3% | Reduced |
| TCG Advisory Services, LLC | 3,901 | $348.7K | 0.01% | +744+23.6% | Added |
| Fulcrum Wealth Advisors, LLC | 3,859 | $345.0K | 0.26% | −21,338−84.7% | Reduced |
| Paulson Wealth Management Inc. | 3,857 | $344.8K | 0.07% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 3,791 | $338.9K | 0.01% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 3,754 | $335.6K | 0.01% | +891+31.1% | Added |
| Centurion Wealth Management LLC | 3,750 | $335.3K | 0.08% | 00.0% | Unchanged |
| Emerald Investment Advisers, LLC | 3,746 | $334.9K | 0.02% | +3,746 | New |
| Beacon Pointe Advisors, LLC | 3,616 | $323.3K | 0.00% | −627−14.8% | Reduced |
| Sage Rhino Capital LLC | 3,614 | $323.1K | 0.05% | +27+0.8% | Added |
| Change Path, LLC | 3,591 | $321.0K | 0.01% | −1,733−32.6% | Reduced |
| Aigen Investment Management, LP | 3,549 | $317.3K | 0.09% | +3,549 | New |
| Net Worth Advisory Group | 3,535 | $316.0K | 0.08% | −212−5.7% | Reduced |
| LaSalle St. Investment Advisors, LLC | 3,531 | $315.7K | 0.04% | +271+8.3% | Added |
| Welch & Forbes LLC | 3,515 | $314.2K | 0.00% | 00.0% | Unchanged |
| Spinnaker Trust | 3,515 | $314.2K | 0.02% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 3,502 | $313.1K | 0.01% | +3,502 | New |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 3,485 | $311.6K | 0.00% | −315−8.3% | Reduced |
| Hanson & Doremus Investment Management | 3,480 | $311.0K | 0.03% | 00.0% | Unchanged |
| Simplex Trading, LLC | 3,403 | $304.2K | 0.01% | +3,403 | New |
| Meiji Yasuda Asset Management Co Ltd. | 3,402 | $304.1K | 0.01% | −115−3.3% | Reduced |
| Victory Financial Group, LLC | 3,392 | $303.2K | 0.03% | +479+16.4% | Added |
| STRS Ohio | 3,352 | $299.7K | 0.00% | −36,620−91.6% | Reduced |