Unum Group (UNMA) Institutional Shareholders
Unum Group (UNMA) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $15.00M in UNMA holdings during the latest filing period.
Calydon Capital is currently the largest disclosed institutional shareholder of UNMA tracked by InsiderSet, reporting ownership valued at approximately $7.74M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.88M, representing an estimated loss of -75.78% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed UNMA value among the investors covered in this analysis. Major shareholders include Calydon Capital, Auxier Asset Management Llc, Carret Asset Management, Llc, and several other long-term asset managers with concentrated positions in Unum Group (UNMA).
This page ranks the largest institutional UNMA shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
7
Total Reported Value
$15.00M
Largest Holder
Calydon Capital
Largest Position
$7.74M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
8
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Calydon Capital | 1.13% | 86,624 | $7,744,205 | $1,875,410 | -$5,868,795 | -75.78% | |
| Auxier Asset Management Llc | 0.65% | 54,502 | $4,872,479 | $1,179,968 | -$3,692,511 | -75.78% | |
| Carret Asset Management, Llc | 0.07% | 9,482 | $847,691 | $205,285 | -$642,406 | -75.78% | |
| Dumont & Blake Investment Advisors Llc | 0.15% | 7,668 | $685,519 | $166,012 | -$519,507 | -75.78% | |
| Svb Wealth Llc | 0.03% | 4,942 | $441,815 | $106,994 | -$334,821 | -75.78% | |
| Hantz Financial Services, Inc. | 0.01% | 4,161 | $372,000 | $90,086 | -$281,914 | -75.78% | |
| Ancora Advisors Llc | 0.00% | 433 | $38,719 | $9,374 | -$29,345 | -75.79% |
Frequently asked questions about UNMA
Who owns the most UNMA stock?
The largest holders of UNMA are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for Unum Group (UNMA).
Is UNMA widely held by superinvestors?
Many widely followed stocks like UNMA appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly UNMA is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.