Unum Group (UNM) — Institutional Holders, Q2 2026 (page 8)
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 701 to 767. 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 701–767 of 767
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 701 | High Note Wealth#701 · 58 sh | 58 | $5.2K | <0.01% | +45.0% |
| 702 | Rialto Wealth Management#702 · 55 sh | 55 | $4.9K | <0.01% | +71.9% |
| 703 | DiNuzzo Private Wealth#703 · 53 sh | 53 | $4.7K | — | 0.0% |
| 704 | Creative Capital Management Investments#704 · 53 sh | 53 | $4.7K | <0.01% | New |
| 705 | Reyes Financial Architecture#705 · 47 sh | 47 | $4.2K | — | 0.0% |
| 706 | Cromwell#706 · 46 sh | 46 | $4.1K | <0.01% | +43.8% |
| 707 | James T. Borello RIA#707 · 45 sh | 45 | $4.0K | — | 0.0% |
| 708 | Persistent Asset Partners Ltd#708 · 42 sh | 42 | $3.8K | <0.01% | New |
| 709 | Retirement Wealth Solutions#709 · 40 sh | 40 | $3.6K | — | +17.6% |
| 710 | MidFirst Bank#710 · 40 sh | 40 | $3.6K | <0.01% | 0.0% |
| 711 | MANNING & NAPIER ADVISORS#711 · 39 sh | 39 | $3.5K | 0.00% | New |
| 712 | Spire Wealth Management#712 · 39 sh | 39 | $3.5K | <0.01% | 0.0% |
| 713 | Bay Harbor Wealth Management#713 · 38 sh | 38 | $3.4K | <0.01% | +26.7% |
| 714 | Bruce G. Allen Investments#714 · 38 sh | 38 | $3.4K | <0.01% | 0.0% |
| 715 | Bare Financial Services#715 · 37 sh | 37 | $3.3K | <0.01% | +311.1% |
| 716 | Bogart Wealth#716 · 36 sh | 36 | $3.2K | <0.01% | +50.0% |
| 717 | SouthState Bank#717 · 30 sh | 30 | $2.7K | <0.01% | 0.0% |
| 718 | Valued Wealth Advisors#718 · 29 sh | 29 | $2.6K | <0.01% | +7.4% |
| 719 | Financial Management Professionals#719 · 29 sh | 29 | $2.6K | — | 0.0% |
| 720 | Marquette Asset Management#720 · 28 sh | 28 | $2.5K | — | 0.0% |
| 721 | Cornerstone Financial Management#721 · 28 sh | 28 | $2.5K | <0.01% | 0.0% |
| 722 | Signature Equity Partners#722 · 27 sh | 27 | $2.4K | <0.01% | +8.0% |
| 723 | Torren Management#723 · 27 sh | 27 | $2.4K | <0.01% | 0.0% |
| 724 | Clean Yield Group#724 · 26 sh | 26 | $2.3K | <0.01% | 0.0% |
| 725 | Ameritas Advisory Services#725 · 26 sh | 26 | $2.3K | 0.00% | -99.7% |
| 726 | Dogwood Wealth Management#726 · 25 sh | 25 | $2.2K | <0.01% | New |
| 727 | HFM Investment Advisors#727 · 25 sh | 25 | $2.2K | <0.01% | +92.3% |
| 728 | TIAA Wealth Investment Management#728 · 25 sh | 25 | $2.2K | 0.00% | New |
| 729 | Cornerstone Planning Group#729 · 24 sh | 24 | $2.1K | — | 0.0% |
| 730 | OGOREK ANTHONY JOSEPH /NY#730 · 32 sh | 32 | $2.0K | <0.01% | -62.8% |
| 731 | Arlington#731 · 21 sh | 21 | $1.9K | — | 0.0% |
| 732 | NBT BANK N A#732 · 19 sh | 19 | $1.7K | — | 0.0% |
| 733 | Winch Advisory Services#733 · 19 sh | 19 | $1.7K | <0.01% | 0.0% |
| 734 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT#734 · 18 sh | 18 | $1.6K | 0.00% | 0.0% |
| 735 | Kingdom Financial Group#735 · 17 sh | 17 | $1.5K | <0.01% | -70.2% |
| 736 | Hughes Financial Services#736 · 16 sh | 16 | $1.4K | <0.01% | +60.0% |
| 737 | Nemes Rush Group#737 · 15 sh | 15 | $1.3K | <0.01% | 0.0% |
| 738 | AMERIFLEX GROUP#738 · 15 sh | 15 | $1.3K | <0.01% | New |
| 739 | Wilmington Savings Fund Society, FSB#739 · 14 sh | 14 | $1.3K | — | New |
| 740 | Strive Financial Group#740 · 12 sh | 12 | $1.1K | <0.01% | 0.0% |
| 741 | Avion Wealth#741 · 19 sh | 19 | $1.0K | <0.01% | +46.2% |
| 742 | Principia Wealth Advisory#742 · 11 sh | 11 | $983.00 | <0.01% | +10.0% |
| 743 | Dunhill Financial#743 · 10 sh | 10 | $942.00 | <0.01% | 0.0% |
| 744 | DecisionPoint Financial#744 · 9 sh | 9 | $823.00 | <0.01% | +200.0% |
| 745 | Downshift Financial#745 · 9 sh | 9 | $805.00 | — | New |
| 746 | Measured Wealth Private Client Group#746 · 8 sh | 8 | $753.00 | <0.01% | -97.2% |
| 747 | 1015 Capital Partners#747 · 8 sh | 8 | $715.00 | <0.01% | 0.0% |
| 748 | Prestige Wealth Management Group#748 · 7 sh | 7 | $626.00 | <0.01% | +40.0% |
| 749 | MCGUIRE CAPITAL ADVISORS#749 · 6 sh | 6 | $536.00 | <0.01% | 0.0% |
| 750 | CREATIVE FINANCIAL DESIGNS#750 · 5 sh | 5 | $447.00 | 0.00% | 0.0% |
| 751 | Halbert, Hargrove/Russell#751 · 5 sh | 5 | $418.00 | — | New |
| 752 | RAFFA WEALTH MANAGEMENT#752 · 4 sh | 4 | $358.00 | 0.00% | +33.3% |
| 753 | Mosley Wealth Management#753 · 4 sh | 4 | $358.00 | — | New |
| 754 | HIGHLINE WEALTH PARTNERS#754 · 4 sh | 4 | $358.00 | — | 0.0% |
| 755 | MV CAPITAL MANAGEMENT#755 · 3 sh | 3 | $269.00 | 0.00% | 0.0% |
| 756 | Seneschal Advisors#756 · 3 sh | 3 | $269.00 | <0.01% | 0.0% |
| 757 | MOTCO#757 · 3 sh | 3 | $268.00 | 0.00% | New |
| 758 | Quaker Wealth Management#758 · 2 sh | 2 | $179.00 | — | 0.0% |
| 759 | Activest Wealth Management#759 · 2 sh | 2 | $179.00 | — | New |
| 760 | MARYLAND CAPITAL ADVISORS#760 · 2 sh | 2 | $179.00 | — | — |
| 761 | TFC Financial Management#761 · 1 sh | 1 | $90.00 | — | 0.0% |
| 762 | Rakuten Securities#762 · 1 sh | 1 | $89.00 | 0.00% | 0.0% |
| 763 | ROSS\JOHNSON & Associates#763 · 1 sh | 1 | $89.00 | <0.01% | New |
| 764 | SOA Wealth Advisors#764 · 0 sh | 0 | $24.00 | 0.00% | New |
| 765 | Evolution Advisers#765 · 2 sh | 2 | $0.00 | 0.00% | New |
| 766 | Navigoe#766 · 10 sh | 10 | $0.00 | 0.00% | New |
| 767 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#767 · 168,876 sh | 168,876 | — | — | -10.3% |
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.