Unum Group (UNM) — Institutional Holders, Q2 2026 (page 7)
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 601 to 700. 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 601–700 of 767
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 601 | Center for Financial Planning#601 · 1,287 sh | 1,287 | $115.1K | — | +9.3% |
| 602 | EverSource Wealth Advisors#602 · 1,280 sh | 1,280 | $114.4K | <0.01% | -64.9% |
| 603 | ST GERMAIN D J#603 · 1,277 sh | 1,277 | $114.2K | <0.01% | 0.0% |
| 604 | Basecamp Wealth Advisors#604 · 1,255 sh | 1,255 | $112.2K | 0.02% | 0.0% |
| 605 | WHITTIER OF NEVADA#605 · 1,172 sh | 1,172 | $104.5K | <0.01% | 0.0% |
| 606 | WHITTIER#606 · 1,135 sh | 1,135 | $101.6K | <0.01% | 0.0% |
| 607 | NOMURA ASSET MANAGEMENT LTD#607 · 1,130 sh | 1,130 | $101.0K | <0.01% | -62.1% |
| 608 | William B. Walkup & Associates#608 · 1,130 sh | 1,130 | $101.0K | 0.05% | +32.2% |
| 609 | CARY STREET PARTNERS INVESTMENT ADVISORY#609 · 1,084 sh | 1,084 | $96.9K | 0.02% | New |
| 610 | HOEY INVESTMENTS#610 · 1,050 sh | 1,050 | $93.9K | 0.01% | 0.0% |
| 611 | Manchester Capital Management#611 · 1,025 sh | 1,025 | $91.6K | — | -0.2% |
| 612 | HARBOUR INVESTMENTS#612 · 1,001 sh | 1,001 | $89.5K | <0.01% | -1.2% |
| 613 | CENTRAL#613 · 1,000 sh | 1,000 | $89.4K | <0.01% | 0.0% |
| 614 | True Wealth Design#614 · 970 sh | 970 | $86.7K | — | +63.3% |
| 615 | Cassaday & Wealth Management#615 · 953 sh | 953 | $85.2K | — | 0.0% |
| 616 | MIRAE ASSET GLOBAL ETFS Ltd.#616 · 938 sh | 938 | $83.9K | <0.01% | -3.6% |
| 617 | SBI Securities , Ltd.#617 · 926 sh | 926 | $82.8K | — | -3.2% |
| 618 | Institute for Wealth Management#618 · 914 sh | 914 | $81.7K | <0.01% | New |
| 619 | Geneos Wealth Management#619 · 837 sh | 837 | $74.9K | <0.01% | +0.2% |
| 620 | Mitsubishi UFJ Asset Management , Ltd.#620 · 809 sh | 809 | $73.0K | 0.00% | +4.4% |
| 621 | V-Square Quantitative Management#621 · 816 sh | 816 | $73.0K | — | -12.4% |
| 622 | PRIVATE NA#622 · 789 sh | 789 | $70.5K | — | 0.0% |
| 623 | Essential Partners#623 · 782 sh | 782 | $69.9K | — | +144.4% |
| 624 | CULLEN/FROST BANKERS#624 · 782 sh | 782 | $69.9K | <0.01% | 0.0% |
| 625 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#625 · 750 sh | 750 | $68.5K | <0.01% | 0.0% |
| 626 | JPL Wealth Management#626 · 713 sh | 713 | $63.7K | 0.01% | -0.4% |
| 627 | MCF Advisors#627 · 705 sh | 705 | $63.0K | <0.01% | 0.0% |
| 628 | SJS Investment Consulting#628 · 671 sh | 671 | $60.0K | — | +6.5% |
| 629 | Quarry#629 · 649 sh | 649 | $58.0K | <0.01% | +3.0% |
| 630 | Millstone Evans Group#630 · 620 sh | 620 | $55.4K | 0.03% | 0.0% |
| 631 | Deseret Mutual Benefit Administrators#631 · 614 sh | 614 | $54.9K | 0.02% | -3.0% |
| 632 | CoreCap Advisors#632 · 553 sh | 553 | $49.4K | — | -99.2% |
| 633 | Synergy Investment Management#633 · 570 sh | 570 | $48.1K | 0.01% | +714.3% |
| 634 | Pinnacle Wealth Planning Services#634 · 524 sh | 524 | $46.8K | <0.01% | 0.0% |
| 635 | OF VERMONT#635 · 521 sh | 521 | $46.6K | — | — |
| 636 | Nalls Sherbakoff Group#636 · 500 sh | 500 | $44.7K | 0.03% | 0.0% |
| 637 | 1620 INVESTMENT ADVISORS#637 · 459 sh | 459 | $41.0K | 0.03% | -19.6% |
| 638 | THURSTON, SPRINGER, MILLER, HERD & TITAK#638 · 445 sh | 445 | $39.8K | — | +7.2% |
| 639 | Ancora Advisors#639 · 433 sh | 433 | $38.7K | <0.01% | -53.0% |
| 640 | North Star Investment Management#640 · 430 sh | 430 | $38.5K | <0.01% | +0.2% |
| 641 | N.E.W. Advisory Services#641 · 427 sh | 427 | $38.2K | <0.01% | 0.0% |
| 642 | Ares Financial Consulting#642 · 418 sh | 418 | $37.4K | — | 0.0% |
| 643 | Triumph Capital Management#643 · 400 sh | 400 | $35.8K | — | 0.0% |
| 644 | BARRETT & COMPANY#644 · 396 sh | 396 | $35.4K | — | 0.0% |
| 645 | WealthCollab#645 · 370 sh | 370 | $33.1K | 0.01% | 0.0% |
| 646 | Rossby Financial, LCC#646 · 362 sh | 362 | $32.4K | <0.01% | +2.3% |
| 647 | SHP Wealth Management#647 · 362 sh | 362 | $32.3K | <0.01% | +1.1% |
| 648 | Covestor Ltd#648 · 326 sh | 326 | $29.0K | 0.02% | -46.2% |
| 649 | Merrithew & Thorsten#649 · 317 sh | 317 | $28.0K | 0.02% | +0.6% |
| 650 | Founders Capital Management#650 · 300 sh | 300 | $26.8K | — | 0.0% |
| 651 | Regatta Research & Money Management#651 · 300 sh | 300 | $26.8K | 0.03% | — |
| 652 | Plante Moran Financial Advisors#652 · 298 sh | 298 | $26.6K | <0.01% | +33.6% |
| 653 | JFS WEALTH ADVISORS#653 · 292 sh | 292 | $26.1K | <0.01% | +3.2% |
| 654 | KERR FINANCIAL PLANNING#654 · 279 sh | 279 | $24.9K | 0.03% | 0.0% |
| 655 | Private Wealth Management Group#655 · 256 sh | 256 | $22.9K | — | 0.0% |
| 656 | Cedar Mountain Advisors#656 · 255 sh | 255 | $22.8K | — | 0.0% |
| 657 | Atlantic Edge Private Wealth Management#657 · 250 sh | 250 | $22.4K | — | 0.0% |
| 658 | HOLLENCREST SECURITIES#658 · 244 sh | 244 | $21.8K | <0.01% | +0.4% |
| 659 | EVOLUTION WEALTH MANAGEMENT#659 · 241 sh | 241 | $21.5K | 0.01% | 0.0% |
| 660 | Hilton Head Capital Partners#660 · 237 sh | 237 | $21.2K | — | +0.9% |
| 661 | Sachetta#661 · 233 sh | 233 | $20.8K | 0.01% | +19.5% |
| 662 | CX Institutional#662 · 223 sh | 223 | $20.0K | — | +36.8% |
| 663 | Coston, McIsaac & Partners#663 · 224 sh | 224 | $20.0K | <0.01% | 0.0% |
| 664 | Investors Portfolio Services#664 · 215 sh | 215 | $19.2K | 0.01% | +0.5% |
| 665 | Bell Investment Advisors#665 · 200 sh | 200 | $17.9K | <0.01% | 0.0% |
| 666 | Fortitude Family Office#666 · 193 sh | 193 | $17.3K | — | +6.6% |
| 667 | Monetary Solutions, Ltd#667 · 182 sh | 182 | $16.3K | — | 0.0% |
| 668 | ARMSTRONG ADVISORY GROUP#668 · 179 sh | 179 | $16.0K | — | -44.4% |
| 669 | Cherry Tree Wealth Management#669 · 179 sh | 179 | $16.0K | — | 0.0% |
| 670 | ZRC WEALTH MANAGEMENT#670 · 176 sh | 176 | $15.7K | — | +147.9% |
| 671 | Grove Bank#671 · 171 sh | 171 | $15.3K | — | 0.0% |
| 672 | ACTION POINT FINANCIAL PLANNING#672 · 174 sh | 174 | $15.2K | <0.01% | New |
| 673 | Keating Financial Advisory Services#673 · 166 sh | 166 | $14.8K | <0.01% | +40.7% |
| 674 | MassMutual Private Wealth & , FSB#674 · 154 sh | 154 | $13.8K | — | 0.0% |
| 675 | Kozak & Associates#675 · 143 sh | 143 | $13.0K | <0.01% | +0.7% |
| 676 | Newton One Investments#676 · 139 sh | 139 | $12.5K | — | 0.0% |
| 677 | FARMERS & MERCHANTS INVESTMENTS#677 · 130 sh | 130 | $11.6K | — | -7.1% |
| 678 | LRI Investments#678 · 122 sh | 122 | $10.9K | <0.01% | +13.0% |
| 679 | AMERICAN NATIONAL BANK#679 · 122 sh | 122 | $10.9K | — | 0.0% |
| 680 | IMG Wealth Management#680 · 121 sh | 121 | $10.8K | — | 0.0% |
| 681 | KELLEHER FINANCIAL ADVISORS#681 · 112 sh | 112 | $10.0K | <0.01% | +67.2% |
| 682 | United Financial Planning Group#682 · 112 sh | 112 | $10.0K | <0.01% | 0.0% |
| 683 | Physician Wealth Advisors#683 · 102 sh | 102 | $9.1K | — | +45.7% |
| 684 | Salomon & Ludwin#684 · 99 sh | 99 | $9.0K | <0.01% | 0.0% |
| 685 | Wealth Enhancement Services#685 · 100 sh | 100 | $8.9K | — | New |
| 686 | DANSKE BANK A/S#686 · 100 sh | 100 | $8.9K | 0.00% | 0.0% |
| 687 | Transamerica Financial Advisors#687 · 93 sh | 93 | $8.3K | <0.01% | +9.4% |
| 688 | Silver Grove Financial Group#688 · 86 sh | 86 | $7.7K | <0.01% | New |
| 689 | Newbridge Financial Services Group#689 · 86 sh | 86 | $7.7K | — | 0.0% |
| 690 | Heritage Wealth Advisors#690 · 83 sh | 83 | $7.4K | <0.01% | 0.0% |
| 691 | Capital Advisors, Ltd.#691 · 77 sh | 77 | $7.0K | <0.01% | 0.0% |
| 692 | LifeSteps Financial#692 · 75 sh | 75 | $6.7K | — | New |
| 693 | Addison Advisors#693 · 67 sh | 67 | $6.0K | <0.01% | -95.8% |
| 694 | Whipplewood Advisors#694 · 65 sh | 65 | $5.8K | — | -36.9% |
| 695 | Owl Creek Wealth Partners#695 · 65 sh | 65 | $5.8K | — | +18.2% |
| 696 | Kemnay Advisory Services#696 · 64 sh | 64 | $5.7K | <0.01% | New |
| 697 | Beaird Harris Wealth Management#697 · 63 sh | 63 | $5.7K | <0.01% | 0.0% |
| 698 | COMPASS FINANCIAL MANAGEMENT#698 · 61 sh | 61 | $5.6K | <0.01% | — |
| 699 | Colonial / SC#699 · 59 sh | 59 | $5.5K | <0.01% | 0.0% |
| 700 | TrueNorth#700 · 58 sh | 58 | $5.2K | <0.01% | +52.6% |
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.