Unum Group (UNM) — Institutional Holders, Q2 2026 (page 6)
767 institutional investment managers reported a UNM position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $12.6B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 501 to 600. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
UNM 13F holders ranked 501–600 of 767
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | EASTERN BANK#501 · 3,298 sh | 3,298 | $294.8K | — | 0.0% |
| 502 | JMN Financial#502 · 3,287 sh | 3,287 | $293.9K | 0.23% | -20.5% |
| 503 | NICHOLS & PRATT ADVISERS LLP#503 · 3,270 sh | 3,270 | $292.3K | — | 0.0% |
| 504 | Capital Square#504 · 3,332 sh | 3,332 | $291.6K | — | 0.0% |
| 505 | Fidelis Capital Partners#505 · 3,248 sh | 3,248 | $290.4K | 0.02% | +1.3% |
| 506 | UMB Bank, n.a.#506 · 3,242 sh | 3,242 | $289.8K | <0.01% | +4.7% |
| 507 | Diversified Enterprises#507 · 3,231 sh | 3,231 | $288.9K | — | -2.7% |
| 508 | Independent Advisor Alliance#508 · 3,221 sh | 3,221 | $287.9K | <0.01% | +14.8% |
| 509 | Bank#509 · 3,202 sh | 3,202 | $286.3K | — | 0.0% |
| 510 | KPP Advisory Services#510 · 3,194 sh | 3,194 | $285.5K | — | 0.0% |
| 511 | Prime Capital Investment Advisors#511 · 3,191 sh | 3,191 | $285.3K | — | +0.2% |
| 512 | PFG Investments#512 · 3,180 sh | 3,180 | $284.3K | 0.01% | +14.4% |
| 513 | CHILDRESS CAPITAL ADVISORS#513 · 3,161 sh | 3,161 | $282.6K | 0.05% | -7.5% |
| 514 | Dynamic Technology Lab Private Ltd#514 · 3,157 sh | 3,157 | $282.0K | 0.06% | -50.6% |
| 515 | J.W. COLE ADVISORS#515 · 3,153 sh | 3,153 | $281.8K | <0.01% | -24.0% |
| 516 | Apollon Wealth Management#516 · 3,142 sh | 3,142 | $280.9K | — | -16.9% |
| 517 | Hamilton Capital Partners#517 · 3,071 sh | 3,071 | $274.5K | <0.01% | -49.4% |
| 518 | Kathmere Capital Management#518 · 3,060 sh | 3,060 | $273.6K | — | New |
| 519 | Ronald Blue#519 · 3,044 sh | 3,044 | $272.2K | — | -1.7% |
| 520 | Sterling Investment Counsel#520 · 3,043 sh | 3,043 | $272.0K | — | 0.0% |
| 521 | Advisor OS#521 · 3,032 sh | 3,032 | $271.1K | 0.02% | +0.6% |
| 522 | MJP ASSOCIATES#522 · 3,032 sh | 3,032 | $271.1K | 0.03% | +0.6% |
| 523 | Sage Capital Management#523 · 3,024 sh | 3,024 | $270.4K | — | +0.6% |
| 524 | Savvy Advisors#524 · 3,020 sh | 3,020 | $270.0K | <0.01% | New |
| 525 | Fountainhead AM#525 · 3,007 sh | 3,007 | $268.8K | 0.20% | +6.2% |
| 526 | Versant Capital Management#526 · 2,986 sh | 2,986 | $266.9K | — | +37.8% |
| 527 | Proficio Capital Partners#527 · 2,977 sh | 2,977 | $266.1K | <0.01% | New |
| 528 | Horizon Investments#528 · 2,948 sh | 2,948 | $262.0K | <0.01% | -7.4% |
| 529 | Portland Global Advisors#529 · 2,925 sh | 2,925 | $261.5K | 0.02% | 0.0% |
| 530 | Vontobel Holding Ltd.#530 · 2,895 sh | 2,895 | $258.8K | — | -12.2% |
| 531 | Smartleaf Asset Management#531 · 2,883 sh | 2,883 | $258.5K | <0.01% | 0.0% |
| 532 | Ariadne Wealth Management#532 · 2,874 sh | 2,874 | $256.9K | 0.11% | New |
| 533 | Midwest#533 · 2,874 sh | 2,874 | $256.9K | — | 0.0% |
| 534 | Symmetry Partners#534 · 2,850 sh | 2,850 | $254.8K | — | New |
| 535 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#535 · 2,842 sh | 2,842 | $254.1K | <0.01% | +21.6% |
| 536 | Quotient Wealth Partners#536 · 2,838 sh | 2,838 | $253.7K | <0.01% | +1.7% |
| 537 | Valeo Financial Advisors#537 · 2,814 sh | 2,814 | $251.6K | — | New |
| 538 | Sigma Planning#538 · 2,809 sh | 2,809 | $251.2K | — | -6.5% |
| 539 | Wealthspire Advisors#539 · 2,794 sh | 2,794 | $249.8K | <0.01% | -12.7% |
| 540 | EVOLVE PRIVATE WEALTH#540 · 2,790 sh | 2,790 | $249.4K | 0.02% | -20.6% |
| 541 | AIRE ADVISORS#541 · 2,785 sh | 2,785 | $249.0K | — | New |
| 542 | Fragasso Group#542 · 2,766 sh | 2,766 | $247.3K | — | New |
| 543 | West Family Investments#543 · 2,764 sh | 2,764 | $247.1K | 0.07% | New |
| 544 | Claro Advisors#544 · 2,760 sh | 2,760 | $246.8K | 0.03% | -7.9% |
| 545 | Clark Capital Management Group#545 · 2,752 sh | 2,752 | $246.0K | <0.01% | New |
| 546 | PROFUND ADVISORS#546 · 2,742 sh | 2,742 | $245.1K | <0.01% | -1.2% |
| 547 | BNP Paribas Asset Management Holding S.A.#547 · 2,725 sh | 2,725 | $243.6K | <0.01% | -19.8% |
| 548 | Plancorp#548 · 2,711 sh | 2,711 | $242.4K | <0.01% | -5.1% |
| 549 | West Branch Capital#549 · 2,709 sh | 2,709 | $242.2K | — | 0.0% |
| 550 | BEACON FINANCIAL GROUP#550 · 2,707 sh | 2,707 | $242.0K | — | New |
| 551 | INCEPTIONR#551 · 2,677 sh | 2,677 | $239.3K | 0.06% | -51.3% |
| 552 | NORDEN GROUP#552 · 2,671 sh | 2,671 | $238.7K | — | New |
| 553 | LEIGH BALDWIN#553 · 2,640 sh | 2,640 | $236.0K | 0.13% | New |
| 554 | Paragon Capital Management Ltd#554 · 2,631 sh | 2,631 | $235.2K | — | New |
| 555 | SAGESPRING WEALTH PARTNERS#555 · 2,619 sh | 2,619 | $234.2K | — | New |
| 556 | SYM FINANCIAL#556 · 2,606 sh | 2,606 | $233.0K | — | New |
| 557 | Advisors Asset Management#557 · 2,590 sh | 2,590 | $231.5K | <0.01% | +0.4% |
| 558 | Syverson Strege#558 · 2,588 sh | 2,588 | $231.4K | 0.05% | New |
| 559 | Carl P. Sherr#559 · 2,560 sh | 2,560 | $228.8K | 0.10% | New |
| 560 | TOTH FINANCIAL ADVISORY#560 · 2,559 sh | 2,559 | $228.8K | — | 0.0% |
| 561 | Abacus Wealth Partners#561 · 2,554 sh | 2,554 | $228.3K | 0.02% | -71.9% |
| 562 | VestGen Advisors#562 · 2,554 sh | 2,554 | $228.3K | <0.01% | New |
| 563 | MGO ONE SEVEN#563 · 2,549 sh | 2,549 | $227.9K | <0.01% | New |
| 564 | Robertson Stephens Wealth Management#564 · 2,546 sh | 2,546 | $227.6K | — | New |
| 565 | Snowden Capital Advisors#565 · 2,545 sh | 2,545 | $227.5K | <0.01% | New |
| 566 | ARGA Investment Management#566 · 2,506 sh | 2,506 | $224.0K | <0.01% | New |
| 567 | Beaton Management#567 · 2,500 sh | 2,500 | $224.0K | 0.09% | New |
| 568 | Integrated Advisors Network#568 · 2,480 sh | 2,480 | $221.7K | — | -26.3% |
| 569 | Venturi Wealth Management#569 · 2,458 sh | 2,458 | $219.7K | <0.01% | New |
| 570 | StoneX Group#570 · 2,510 sh | 2,510 | $217.1K | <0.01% | New |
| 571 | EXCHANGE TRADED CONCEPTS#571 · 2,428 sh | 2,428 | $217.1K | <0.01% | +18.6% |
| 572 | NorthCrest Asset Manangement#572 · 2,444 sh | 2,444 | $216.1K | — | New |
| 573 | Walker Asset Management#573 · 2,407 sh | 2,407 | $215.2K | — | New |
| 574 | Able Wealth Management#574 · 2,395 sh | 2,395 | $214.1K | — | New |
| 575 | Axxion S.A.#575 · 2,391 sh | 2,391 | $213.8K | — | — |
| 576 | Choate Investment Advisors#576 · 2,373 sh | 2,373 | $212.1K | <0.01% | New |
| 577 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES#577 · 2,341 sh | 2,341 | $209.3K | <0.01% | New |
| 578 | J.Safra Asset Management#578 · 2,340 sh | 2,340 | $209.2K | <0.01% | 0.0% |
| 579 | Miracle Mile Advisors#579 · 2,325 sh | 2,325 | $207.9K | <0.01% | New |
| 580 | Rafferty Asset Management#580 · 2,316 sh | 2,316 | $207.1K | <0.01% | New |
| 581 | Occidental Asset Management#581 · 2,284 sh | 2,284 | $204.2K | 0.02% | New |
| 582 | Bull Harbor Capital#582 · 2,281 sh | 2,281 | $203.9K | 0.04% | New |
| 583 | RFG Advisory#583 · 2,272 sh | 2,272 | $203.1K | <0.01% | New |
| 584 | PARSONS CAPITAL MANAGEMENT#584 · 2,264 sh | 2,264 | $202.4K | <0.01% | New |
| 585 | Stratos Wealth Partners, LTD.#585 · 2,251 sh | 2,251 | $201.2K | <0.01% | New |
| 586 | Ponta Wealth Partners#586 · 2,249 sh | 2,249 | $201.1K | 0.11% | New |
| 587 | Resonant Capital Advisors#587 · 2,239 sh | 2,239 | $200.2K | — | New |
| 588 | PRINCIPAL SECURITIES#588 · 2,238 sh | 2,238 | $200.1K | <0.01% | New |
| 589 | Curat Global#589 · 2,195 sh | 2,195 | $196.2K | — | 0.0% |
| 590 | Parkside Financial Bank#590 · 2,130 sh | 2,130 | $190.4K | — | +100.0% |
| 591 | Larson Financial Group#591 · 2,092 sh | 2,092 | $187.0K | <0.01% | -94.5% |
| 592 | Continuum Advisory#592 · 1,993 sh | 1,993 | $178.2K | 0.01% | New |
| 593 | New England Capital Financial Advisors#593 · 1,904 sh | 1,904 | $170.3K | 0.04% | 0.0% |
| 594 | Union Bankshares#594 · 1,900 sh | 1,900 | $169.9K | <0.01% | 0.0% |
| 595 | IFP Advisors#595 · 1,741 sh | 1,741 | $155.6K | — | -48.1% |
| 596 | RICHARDSON FINANCIAL SERVICES#596 · 1,505 sh | 1,505 | $134.5K | 0.08% | +1.3% |
| 597 | Caitlin John#597 · 1,500 sh | 1,500 | $134.1K | 0.07% | 0.0% |
| 598 | CVA Family Office#598 · 1,430 sh | 1,430 | $127.8K | 0.01% | +3.7% |
| 599 | Westfuller Advisors#599 · 1,381 sh | 1,381 | $123.5K | 0.04% | -2.3% |
| 600 | WPG Advisers#600 · 1,301 sh | 1,301 | $116.3K | 0.07% | +12.5% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.