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Who Owns Unum Group

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Unum Group.

Who crossed 5% of UNM →
Managers holding
22
as of 2026-09-30
Reported value
$9.3M
summed across filings
Shares held
104.8K
Added vs trimmed
6 / 8
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Investors Research CorpCOM21K shtrimmed$1.8M
Gradient Investments LLCCOM17.7K shtrimmed$1.6M
Wedmont Private CapitalCOM12.6K shadded$1.2M
GAMMA Investing LLCCommon Stock10.1K shadded$884.1K
Venture Visionary Partners LLCCOM9.6K shadded$839.7K
Farther Finance Advisors, LLCStock7.9K shadded$693K
BOS Asset Management, LLCCOM7.7K shtrimmed$672.1K
EASTERN BANKCOM3.3K shheld$289.3K
Bank & Trust CoCOM3.2K shheld$280.9K
Valeo Financial Advisors, LLCStock3K shadded$262.2K
Paragon Capital Management LtdCOM2.6K shtrimmed$230.7K
TOTH FINANCIAL ADVISORY CORPCOM2.6K shheld$224.5K
Canandaigua National Trust Co of FloridaCom2.4K sh—$212.3K
ELEVATION WEALTH PARTNERS, LLCCOM271 shadded$23.8K
CoreCap Advisors, LLCStock226 shtrimmed$19.8K
Grove Bank & TrustCOM171 shheld$15K
ARMSTRONG ADVISORY GROUP, INCCOM167 shtrimmed$14.7K
MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock144 shtrimmed$12.6K
AMERICAN NATIONAL BANK & TRUSTCOM122 shheld$10.7K
GK Wealth Management LLCCOM59 sh—$5.2K
Retirement Wealth Solutions LLCCOM38 shtrimmed$3.3K
Marquette Asset Management, LLCCOM28 shheld$2.5K

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

More on UNM

Company overviewEverything on UNM in one place, with the price.SEC filingsWhat UNM's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat UNM's own officers and directors buy and sell.Executive payWhat UNM awarded its chief executive, and what it became.Funds holding itWhich funds and ETFs hold UNM, and how big a bet.LobbyingWhat UNM spends lobbying Congress, and on what.Who lobbies for itThe lobbyists on UNM's account, and who they worked for.PatentsWhat UNM is filing at the patent office.

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