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 |
|---|---|---|---|---|---|
| Crestwood Advisors Group LLC | 3,311 | $296.0K | 0.00% | +486+17.2% | Added |
| Eastern Bank | 3,298 | $294.8K | 0.00% | 00.0% | Unchanged |
| JMN Financial LLC | 3,287 | $293.9K | 0.23% | −845−20.5% | Reduced |
| Nichols & Pratt Advisers LLP | 3,270 | $292.3K | 0.02% | 00.0% | Unchanged |
| Capital Square, LLC | 3,332 | $291.6K | 0.13% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 3,248 | $290.4K | 0.02% | +42+1.3% | Added |
| Umb Bank N A | 3,242 | $289.8K | 0.00% | +147+4.7% | Added |
| Diversified Enterprises, LLC | 3,231 | $288.9K | 0.01% | −90−2.7% | Reduced |
| Independent Advisor Alliance | 3,221 | $287.9K | 0.01% | +416+14.8% | Added |
| Bank & Trust Co | 3,202 | $286.3K | 0.18% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 3,194 | $285.5K | 0.04% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 3,191 | $285.3K | 0.00% | +7+0.2% | Added |
| PFG Investments, LLC | 3,180 | $284.3K | 0.01% | +401+14.4% | Added |
| Childress Capital Advisors, LLC | 3,161 | $282.6K | 0.05% | −255−7.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 3,157 | $282.0K | 0.06% | −3,229−50.6% | Reduced |
| J.W. Cole Advisors, Inc. | 3,153 | $281.8K | 0.00% | −995−24.0% | Reduced |
| Apollon Wealth Management, LLC | 3,142 | $280.9K | 0.00% | −640−16.9% | Reduced |
| Hamilton Capital Partners Inc. | 3,071 | $274.5K | 0.01% | −2,998−49.4% | Reduced |
| Kathmere Capital Management, LLC | 3,060 | $273.6K | 0.01% | +3,060 | New |
| Ronald Blue Trust, Inc. | 3,044 | $272.2K | 0.00% | −52−1.7% | Reduced |
| Sterling Investment Counsel, LLC | 3,043 | $272.0K | 0.06% | 00.0% | Unchanged |
| MJP Associates Inc | 3,032 | $271.1K | 0.03% | +18+0.6% | Added |
| Advisor OS, LLC | 3,032 | $271.1K | 0.02% | +18+0.6% | Added |
| Sage Capital Management, LLC | 3,024 | $270.4K | 0.11% | +17+0.6% | Added |
| Savvy Advisors, Inc. | 3,020 | $270.0K | 0.01% | +3,020 | New |
| Fountainhead AM, LLC | 3,007 | $268.8K | 0.20% | +175+6.2% | Added |
| Versant Capital Management, Inc | 2,986 | $266.9K | 0.02% | +819+37.8% | Added |
| Proficio Capital Partners LLC | 2,977 | $266.1K | 0.01% | +2,977 | New |
| Horizon Investments, LLC | 2,948 | $262.0K | 0.00% | −236−7.4% | Reduced |
| Portland Global Advisors LLC | 2,925 | $261.5K | 0.02% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 2,895 | $258.8K | 0.00% | −401−12.2% | Reduced |
| Smartleaf Asset Management LLC | 2,883 | $258.5K | 0.01% | 00.0% | Unchanged |
| Midwest Trust Co | 2,874 | $256.9K | 0.00% | 00.0% | Unchanged |
| Ariadne Wealth Management, LP | 2,874 | $256.9K | 0.11% | +2,874 | New |
| Symmetry Partners, LLC | 2,850 | $254.8K | 0.01% | +2,850 | New |
| Northwestern Mutual Wealth Management Co | 2,842 | $254.1K | 0.00% | +504+21.6% | Added |
| Quotient Wealth Partners, LLC | 2,838 | $253.7K | 0.01% | +47+1.7% | Added |
| Valeo Financial Advisors, LLC | 2,814 | $251.6K | 0.01% | +2,814 | New |
| Sigma Planning Corp | 2,809 | $251.2K | 0.01% | −196−6.5% | Reduced |
| Wealthspire Advisors, LLC | 2,794 | $249.8K | 0.00% | −408−12.7% | Reduced |
| Evolve Private Wealth, LLC | 2,790 | $249.4K | 0.02% | −726−20.6% | Reduced |
| Aire Advisors, LLC | 2,785 | $249.0K | 0.04% | +2,785 | New |
| Fragasso Group Inc. | 2,766 | $247.3K | 0.01% | +2,766 | New |
| West Family Investments, Inc. | 2,764 | $247.1K | 0.07% | +2,764 | New |
| Claro Advisors LLC | 2,760 | $246.8K | 0.03% | −236−7.9% | Reduced |
| Clark Capital Management Group, Inc. | 2,752 | $246.0K | 0.00% | +2,752 | New |
| Profund Advisors LLC | 2,742 | $245.1K | 0.01% | −32−1.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,725 | $243.6K | 0.00% | −674−19.8% | Reduced |
| Plancorp, LLC | 2,711 | $242.4K | 0.01% | −146−5.1% | Reduced |
| West Branch Capital LLC | 2,709 | $242.2K | 0.06% | 00.0% | Unchanged |
| Beacon Financial Group | 2,707 | $242.0K | 0.02% | +2,707 | New |
| Inceptionr LLC | 2,677 | $239.3K | 0.06% | −2,818−51.3% | Reduced |
| Norden Group LLC | 2,671 | $238.7K | 0.02% | +2,671 | New |
| Leigh Baldwin & Co., LLC | 2,640 | $236.0K | 0.13% | +2,640 | New |
| Paragon Capital Management Ltd | 2,631 | $235.2K | 0.04% | +2,631 | New |
| Sagespring Wealth Partners, LLC | 2,619 | $234.2K | 0.00% | +2,619 | New |
| Sym Financial Corp | 2,606 | $233.0K | 0.02% | +2,606 | New |
| Advisors Asset Management, Inc. | 2,590 | $231.5K | 0.00% | +10+0.4% | Added |
| Syverson Strege & Co | 2,588 | $231.4K | 0.05% | +2,588 | New |
| Carl P. Sherr & Co., LLC | 2,560 | $228.8K | 0.10% | +2,560 | New |
| Toth Financial Advisory Corp | 2,559 | $228.8K | 0.02% | 00.0% | Unchanged |
| Abacus Wealth Partners, LLC | 2,554 | $228.3K | 0.02% | −6,523−71.9% | Reduced |
| VestGen Advisors, LLC | 2,554 | $228.3K | 0.01% | +2,554 | New |
| We Are One Seven, LLC | 2,549 | $227.9K | 0.00% | +2,549 | New |
| Robertson Stephens Wealth Management, LLC | 2,546 | $227.6K | 0.01% | +2,546 | New |
| Snowden Capital Advisors LLC | 2,545 | $227.5K | 0.01% | +2,545 | New |
| ARGA Investment Management, LP | 2,506 | $224.0K | 0.01% | +2,506 | New |
| Beaton Management Co. Inc. | 2,500 | $224.0K | 0.09% | +2,500 | New |
| Integrated Advisors Network LLC | 2,480 | $221.7K | 0.01% | −883−26.3% | Reduced |
| Venturi Wealth Management, LLC | 2,458 | $219.7K | 0.01% | +2,458 | New |
| StoneX Group Inc. | 2,510 | $217.1K | 0.01% | +2,510 | New |
| Exchange Traded Concepts, LLC | 2,428 | $217.1K | 0.00% | +380+18.6% | Added |
| NorthCrest Asset Manangement, LLC | 2,444 | $216.1K | 0.01% | +2,444 | New |
| Walker Asset Management, LLC | 2,407 | $215.2K | 0.11% | +2,407 | New |
| Able Wealth Management LLC | 2,395 | $214.1K | 0.05% | +2,395 | New |
| Axxion S.A. | 2,391 | $213.8K | 0.02% | +2,391 | New |
| Choate Investment Advisors | 2,373 | $212.1K | 0.00% | +2,373 | New |
| Tiaa-Cref Individual & Institutional Services, LLC | 2,341 | $209.3K | 0.00% | +2,341 | New |
| J.Safra Asset Management Corp | 2,340 | $209.2K | 0.01% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 2,325 | $207.9K | 0.00% | +2,325 | New |
| Rafferty Asset Management, LLC | 2,316 | $207.1K | 0.00% | +2,316 | New |
| Occidental Asset Management, LLC | 2,284 | $204.2K | 0.02% | +2,284 | New |
| Bull Harbor Capital LLC | 2,281 | $203.9K | 0.04% | +2,281 | New |
| RFG Advisory, LLC | 2,272 | $203.1K | 0.00% | +2,272 | New |
| Parsons Capital Management Inc | 2,264 | $202.4K | 0.01% | +2,264 | New |
| Stratos Wealth Partners, LTD. | 2,251 | $201.2K | 0.00% | +2,251 | New |
| Ponta Wealth Partners, LLC | 2,249 | $201.1K | 0.11% | +2,249 | New |
| Resonant Capital Advisors, LLC | 2,239 | $200.2K | 0.01% | +2,239 | New |
| Principal Securities, Inc. | 2,238 | $200.1K | 0.00% | +2,238 | New |
| Curat Global, LLC | 2,195 | $196.2K | 0.17% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,092 | $187.0K | 0.00% | −35,964−94.5% | Reduced |
| Continuum Advisory, LLC | 1,993 | $178.2K | 0.01% | +1,993 | New |
| New England Capital Financial Advisors LLC | 1,904 | $170.3K | 0.04% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 1,900 | $169.9K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,741 | $155.6K | 0.00% | −1,616−48.1% | Reduced |
| Richardson Financial Services Inc. | 1,505 | $134.5K | 0.08% | +20+1.3% | Added |
| Caitlin John, LLC | 1,500 | $134.1K | 0.07% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,430 | $127.8K | 0.01% | +51+3.7% | Added |
| Westfuller Advisors, LLC | 1,381 | $123.5K | 0.04% | −33−2.3% | Reduced |
| WPG Advisers, LLC | 1,301 | $116.3K | 0.07% | +145+12.5% | Added |