UNUM GROUP (UNM)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Investors Research Corp | $1.8M | 21,001 | 0.32% | 31q | -1.4%-$26.3K |
| Gradient Investments LLC | $1.6M | 17,680 | 0.02% | 2q | -1.2%-$18.7K |
| Wedmont Private Capital | $1.2M | 12,592 | 0.03% | 13q | +5.3%+$58.3K |
| Parrish Capital LLC | $1.1M | 12,359 | 1.06% | 4q | -0.5%-$6.0K |
| GAMMA Investing LLC | $884.1K | 10,078 | 0.03% | 12q | +4.9%+$41.1K |
| Venture Visionary Partners LLC | $839.7K | 9,570 | 0.02% | 20q | HELD |
| Farther Finance Advisors, LLC | $693.0K | 7,899 | 0.00% | 16q | +16.1%+$96.1K |
| BOS Asset Management, LLC | $672.1K | 7,661 | 0.16% | 16q | -6.4%-$45.8K |
| Coastline Trust Co | $392.2K | 4,470 | 0.04% | 17q | HELD |
| EASTERN BANK | $289.3K | 3,298 | 0.00% | 9q | HELD |
| Bank & Trust Co | $280.9K | 3,202 | 0.18% | 10q | HELD |
| Versant Capital Management, Inc | $277.8K | 3,166 | 0.02% | 19q | +6.0%+$15.8K |
| Valeo Financial Advisors, LLC | $262.2K | 2,988 | 0.01% | 2q | +6.2%+$15.3K |
| Paragon Capital Management Ltd | $230.7K | 2,629 | 0.04% | 2q | HELD |
| TOTH FINANCIAL ADVISORY CORP | $224.5K | 2,559 | 0.02% | 26q | HELD |
| Canandaigua National Trust Co of Florida | $212.3K | 2,420 | 0.12% | new | NEW |
| ELEVATION WEALTH PARTNERS, LLC | $23.8K | 271 | 0.01% | 5q | +54.0%+$8.3K |
| CoreCap Advisors, LLC | $19.8K | 226 | 0.00% | 13q | -59.1%-$28.7K |
| Grove Bank & Trust | $15.0K | 171 | 0.00% | 8q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $14.7K | 167 | 0.00% | 16q | -6.7%-$1.1K |
| MassMutual Private Wealth & Trust, FSB | $12.6K | 144 | 0.00% | 24q | -6.5% |
| AMERICAN NATIONAL BANK & TRUST | $10.7K | 122 | 0.00% | 4q | HELD |
| GK Wealth Management LLC | $5.2K | 59 | 0.00% | new | NEW |
| GoalVest Advisory LLC | $4.7K | 53 | 0.00% | new | NEW |
| Retirement Wealth Solutions LLC | $3.3K | 38 | 0.00% | 5q | -5.0% |
| Marquette Asset Management, LLC | $2.5K | 28 | 0.00% | 4q | HELD |
| Planning Strategies Inc. | $175 | 2 | 0.00% | new | NEW |
| CX Institutional | $31 | 352 | 0.00% | 3q | +57.8% |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-04-30 | Ahmed Elizabeth Claire | EVP, People & Communications | Sold | 12,000 | $961.7K |
| 2026-09-10 | Keaney Timothy F | Director | Sold | 4,300 | $404.3K |
| 2026-09-09 | IGLESIAS LISA G | EVP, General Counsel | Sold | 4,000 | $377.7K |
| 2026-09-10 | Rice Walter Lynn JR | SVP, Chief Accounting Officer | Sold | 2,188 | $206.4K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 27 | $11.0M | 124,853 | 4 | 6 | 8 | 0.0% |
| Q2 2026 | 767 | $13.9B | 149,637,612 | 116 | 265 | 220 | 4.2% |
| Q1 2026 | 701 | $9.4B | 127,670,322 | 84 | 234 | 233 | 1.1% |
| Q4 2025 | 703 | $11.4B | 146,642,251 | 76 | 181 | 251 | 0.4% |
| Q3 2025 | 678 | $10.6B | 134,395,576 | 48 | 199 | 288 | 1.0% |
| Q2 2025 | 741 | $12.4B | 153,190,054 | 71 | 253 | 251 | 0.6% |
| Q1 2025 | 736 | $12.7B | 155,368,814 | 98 | 211 | 264 | 0.4% |
| Q4 2024 | 693 | $11.4B | 154,046,176 | 90 | 199 | 244 | 1.2% |
| Q3 2024 | 630 | $9.4B | 157,105,537 | 83 | 202 | 210 | 1.1% |
| Q2 2024 | 584 | $8.4B | 162,208,676 | 56 | 182 | 210 | 0.9% |
| Q1 2024 | 588 | $9.5B | 174,533,019 | 71 | 177 | 212 | 1.0% |
| Q4 2023 | 580 | $7.8B | 170,775,058 | 45 | 189 | 211 | 1.0% |
| Q3 2023 | 588 | $8.3B | 165,468,442 | 57 | 181 | 220 | 1.5% |
| Q2 2023 | 560 | $8.1B | 166,964,988 | 77 | 168 | 193 | 2.0% |
| Q1 2023 | 527 | $7.2B | 179,507,267 | 61 | 182 | 184 | 1.9% |
| Q4 2022 | 532 | $7.5B | 184,329,182 | 67 | 155 | 181 | 1.4% |
| Q3 2022 | 496 | $6.7B | 170,543,499 | 62 | 156 | 186 | 1.8% |
| Q2 2022 | 489 | $5.9B | 169,346,650 | 76 | 148 | 161 | 2.3% |
| Q1 2022 | 467 | $5.5B | 170,032,809 | 73 | 131 | 146 | 3.4% |
| Q4 2021 | 445 | $4.2B | 167,490,754 | 44 | 129 | 172 | 2.5% |
| Q3 2021 | 452 | $4.3B | 166,717,687 | 62 | 171 | 130 | 1.9% |
| Q2 2021 | 449 | $5.0B | 171,882,219 | 46 | 168 | 137 | 1.6% |
| Q1 2021 | 461 | $4.8B | 167,516,322 | 72 | 147 | 145 | 2.3% |
| Q4 2020 | 444 | $4.0B | 171,997,048 | 73 | 112 | 168 | 1.5% |
| Q3 2020 | 391 | $3.0B | 176,513,661 | 36 | 127 | 155 | 1.2% |
| Q2 2020 | 412 | $3.2B | 188,145,052 | 65 | 139 | 152 | 1.3% |
| Q1 2020 | 416 | $2.8B | 187,688,672 | 47 | 163 | 146 | 0.6% |
| Q4 2019 | 467 | $5.7B | 194,284,914 | 46 | 150 | 174 | 1.1% |
| Q3 2019 | 460 | $5.9B | 195,358,812 | 35 | 174 | 167 | 0.8% |
| Q2 2019 | 490 | $6.8B | 199,565,029 | 39 | 189 | 167 | 1.4% |
| Q1 2019 | 512 | $6.7B | 196,214,272 | 60 | 165 | 182 | 0.5% |
| Q4 2018 | 498 | $6.0B | 202,884,242 | 10 | 11 | 6 | 0.5% |