# UNUM GROUP (UNM)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/UNM/

- Reporting holders: 27
- Reported value: $11.0M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $1.8M | 21,001 | 0.3% | 31 |
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $1.6M | 17,680 | 0.0% | 2 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $1.2M | 12,592 | 0.0% | 13 |
| [Parrish Capital LLC](https://holderbook.com/funds/2131053-parrish-capital-llc/) | $1.1M | 12,359 | 1.1% | 4 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $884.1K | 10,078 | 0.0% | 12 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $839.7K | 9,570 | 0.0% | 20 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $693.0K | 7,899 | 0.0% | 16 |
| [BOS Asset Management, LLC](https://holderbook.com/funds/1965814-bos-asset-management-llc/) | $672.1K | 7,661 | 0.2% | 16 |
| [Coastline Trust Co](https://holderbook.com/funds/1324279-coastline-trust-co/) | $392.2K | 4,470 | 0.0% | 17 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $289.3K | 3,298 | 0.0% | 9 |
| [Bank & Trust Co](https://holderbook.com/funds/2026082-bank-trust-co/) | $280.9K | 3,202 | 0.2% | 10 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $277.8K | 3,166 | 0.0% | 19 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $262.2K | 2,988 | 0.0% | 2 |
| [Paragon Capital Management Ltd](https://holderbook.com/funds/1569765-paragon-capital-management-ltd/) | $230.7K | 2,629 | 0.0% | 2 |
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $224.5K | 2,559 | 0.0% | 26 |
| [Canandaigua National Trust Co of Florida](https://holderbook.com/funds/1471384-canandaigua-national-trust-co-of-florida/) | $212.3K | 2,420 | 0.1% | 1 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $23.8K | 271 | 0.0% | 5 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $19.8K | 226 | 0.0% | 13 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $15.0K | 171 | 0.0% | 8 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $14.7K | 167 | 0.0% | 16 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $12.6K | 144 | 0.0% | 24 |
| [AMERICAN NATIONAL BANK & TRUST](https://holderbook.com/funds/1272164-american-national-bank-trust/) | $10.7K | 122 | 0.0% | 4 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $5.2K | 59 | 0.0% | 1 |
| [GoalVest Advisory LLC](https://holderbook.com/funds/1839307-goalvest-advisory-llc/) | $4.7K | 53 | 0.0% | 1 |
| [Retirement Wealth Solutions LLC](https://holderbook.com/funds/2044741-retirement-wealth-solutions-llc/) | $3.3K | 38 | 0.0% | 5 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 27 | $11.0M |
| Q2 2026 | 767 | $13.9B |
| Q1 2026 | 701 | $9.4B |
| Q4 2025 | 703 | $11.4B |
| Q3 2025 | 678 | $10.6B |
| Q2 2025 | 741 | $12.4B |
| Q1 2025 | 736 | $12.7B |
| Q4 2024 | 693 | $11.4B |
| Q3 2024 | 630 | $9.4B |
| Q2 2024 | 584 | $8.4B |
| Q1 2024 | 588 | $9.5B |
| Q4 2023 | 580 | $7.8B |