UNM — Unum Group Institutional Holders · Q3 2026

Name: Who Owns UNM? 29 Institutions Hold $11M (Q3 2026)
Creator: ko.io

Who owns Unum Group (UNM)? 29 institutions reported holding $11.05M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Investors Research Corp ($1.8M), Gradient Investments LLC ($1.6M), Wedmont Private Capital ($1.2M).

Rank	Institution	Value	Shares	Change
1	Investors Research Corp	$1.8M	21,001	Trimmed
2	Gradient Investments LLC	$1.6M	17,680	Trimmed
3	Wedmont Private Capital	$1.2M	12,592	Added
4	Parrish Capital LLC	$1.1M	12,359	Trimmed
5	GAMMA Investing LLC	$884,143	10,078	Added
6	Venture Visionary Partners LLC	$839,651	9,570	Added
7	Farther Finance Advisors, LLC	$692,977	7,899	Added
8	BOS Asset Management, LLC	$672,085	7,661	Trimmed
9	Coastline Trust Co	$392,153	4,470	Hold
10	EASTERN BANK	$289,334	3,298	Hold
11	Bank & Trust Co	$280,911	3,202	Hold
12	Versant Capital Management, Inc	$277,753	3,166	Added
13	Valeo Financial Advisors, LLC	$262,230	2,988	Added
14	Paragon Capital Management Ltd	$230,680	2,629	Trimmed
15	TOTH FINANCIAL ADVISORY CORP	$224,506	2,559	Hold
16	Canandaigua National Trust Co of Florida	$212,307	2,420	New
17	CX Institutional	$31,000	352	Added
18	ELEVATION WEALTH PARTNERS, LLC	$23,775	271	Added
19	CoreCap Advisors, LLC	$19,827	226	Trimmed
20	Grove Bank & Trust	$15,002	171	Hold
21	ARMSTRONG ADVISORY GROUP, INC	$14,651	167	Trimmed
22	MassMutual Private Wealth & Trust, FSB	$12,633	144	Trimmed
23	AMERICAN NATIONAL BANK & TRUST	$10,703	122	Hold
24	GK Wealth Management LLC	$5,198	59	New
25	GoalVest Advisory LLC	$4,650	53	New

Source: SEC Form 13F filings · as of 2026-09-30