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 |
|---|---|---|---|---|---|
| High Note Wealth, LLC | 58 | $5.18K | 0.00% | +18+45.0% | Added |
| IMA Wealth, Inc. | 58 | $5.18K | 0.00% | +20+52.6% | Added |
| Rialto Wealth Management, LLC | 55 | $4.92K | 0.00% | +23+71.9% | Added |
| DiNuzzo Private Wealth, Inc. | 53 | $4.74K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 53 | $4.74K | 0.00% | +53 | New |
| Reyes Financial Architecture, Inc. | 47 | $4.20K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 46 | $4.11K | 0.00% | +14+43.8% | Added |
| Persistent Asset Partners Ltd | 42 | $3.75K | 0.00% | +42 | New |
| MidFirst Bank | 40 | $3.58K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 40 | $3.58K | 0.00% | +6+17.6% | Added |
| Manning & Napier Advisors LLC | 39 | $3.50K | 0.00% | +39 | New |
| Spire Wealth Management | 39 | $3.49K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 38 | $3.40K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 38 | $3.40K | 0.00% | +8+26.7% | Added |
| Bare Financial Services, Inc | 37 | $3.31K | 0.00% | +28+311.1% | Added |
| Bogart Wealth, LLC | 36 | $3.22K | 0.00% | +12+50.0% | Added |
| South State Corp. | 30 | $2.68K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 29 | $2.63K | 0.00% | +2+7.4% | Added |
| Financial Management Professionals, Inc. | 29 | $2.59K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 28 | $2.50K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 28 | $2.50K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 27 | $2.41K | 0.00% | +2+8.0% | Added |
| Torren Management, LLC | 27 | $2.40K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 26 | $2.32K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 26 | $2.31K | 0.00% | −7,950−99.7% | Reduced |
| HFM Investment Advisors, LLC | 25 | $2.23K | 0.00% | +12+92.3% | Added |
| Dogwood Wealth Management LLC | 25 | $2.23K | 0.00% | +25 | New |
| TIAA Wealth Investment Management LLC | 25 | $2.23K | 0.00% | +25 | New |
| Cornerstone Planning Group LLC | 24 | $2.11K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 21 | $1.88K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 19 | $1.70K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 19 | $1.67K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 18 | $1.63K | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 17 | $1.53K | 0.00% | −40−70.2% | Reduced |
| Hughes Financial Services, LLC | 16 | $1.43K | 0.00% | +6+60.0% | Added |
| Nemes Rush Group LLC | 15 | $1.34K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 15 | $1.34K | 0.00% | +15 | New |
| Bryn Mawr Trust Co | 14 | $1.25K | 0.00% | +14 | New |
| Strive Financial Group ,LLC | 12 | $1.07K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 19 | $1.00K | 0.00% | +6+46.2% | Added |
| Principia Wealth Advisory, LLC | 11 | $983 | 0.00% | +1+10.0% | Added |
| Dunhill Financial, LLC | 10 | $942 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 9 | $823 | 0.00% | +6+200.0% | Added |
| Downshift Financial, LLC | 9 | $805 | 0.00% | +9 | New |
| Measured Wealth Private Client Group, LLC | 8 | $753 | 0.00% | −275−97.2% | Reduced |
| 1015 Capital Partners, LLC | 8 | $715 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 7 | $626 | 0.00% | +2+40.0% | Added |
| McGuire Capital Advisors Inc | 6 | $536 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 5 | $447 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 5 | $418 | 0.00% | +5 | New |
| Highline Wealth Partners LLC | 4 | $358 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 4 | $358 | 0.00% | +1+33.3% | Added |
| Mosley Wealth Management | 4 | $358 | 0.00% | +4 | New |
| MV Capital Management, Inc. | 3 | $269 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 3 | $269 | 0.00% | 00.0% | Unchanged |
| Motco | 3 | $268 | 0.00% | +3 | New |
| Quaker Wealth Management, LLC | 2 | $179 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 2 | $179 | 0.00% | +2 | New |
| Maryland Capital Advisors Inc. | 2 | $179 | 0.00% | +2 | New |
| TFC Financial Management | 1 | $90 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1 | $89 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 1 | $89 | 0.00% | +1 | New |
| SOA Wealth Advisors, LLC. | 0 | $24 | 0.00% | 0 | Unchanged |
| Evolution Advisers, Inc. | 2 | $0 | 0.00% | +2 | New |
| Navigoe, LLC | 10 | $0 | 0.00% | +10 | New |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −124,604−100.0% | Sold out |
| Hennessy Advisors Inc | 0 | $0 | 0.00% | −89,500−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −77,928−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −30,840−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −28,146−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −26,346−100.0% | Sold out |
| Neumann Capital Management, LLC | 0 | $0 | 0.00% | −16,041−100.0% | Sold out |
| Havemeyer Place LP | 0 | $0 | 0.00% | −15,922−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −14,521−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −14,159−100.0% | Sold out |
| Kentucky Retirement Systems | 0 | $0 | 0.00% | −21,562−100.0% | Sold out |
| G2 Capital Management, LLC | 0 | $0 | 0.00% | −9,351−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −8,043−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Integrity Alliance, LLC. | 0 | $0 | 0.00% | −5,704−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −5,682−100.0% | Sold out |
| AlphaGrep UK Ltd | 0 | $0 | 0.00% | −5,585−100.0% | Sold out |
| Longfellow Investment Management Co LLC | 0 | $0 | 0.00% | −5,576−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −5,120−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −4,804−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −4,507−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −3,925−100.0% | Sold out |
| Calamos Wealth Management LLC | 0 | $0 | 0.00% | −3,925−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −3,567−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −3,197−100.0% | Sold out |
| Nations Financial Group Inc, | 0 | $0 | 0.00% | −3,102−100.0% | Sold out |
| Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −2,882−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −1,265−100.0% | Sold out |
| Proffitt & Goodson Inc | 0 | $0 | 0.00% | −1,154−100.0% | Sold out |
| Evergreen Advisors, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Capital Analysts, LLC | 0 | $0 | 0.00% | −958−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −941−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −688−100.0% | Sold out |