Unum Group
UNM- Exchange
- NYSE
- Industry
- Accident & Health Insurance
- SEC CIK
- 0000005513
In the last 90 days, Unum Group insiders filed 0 open-market purchases and 3 sales; 766 institutions reported holding it in 13F filings for Q2 2026, worth $12.7B in total; Gardner Russo & Quinn is the only superinvestor holding it.
Other share classesUNMA
13F holders, Q2 2026
Institutional positions in Unum Group as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 766
- +69 vs. Q1 2026
- Shares held
- 142.0M
- +15.6M (+12.3%) vs. Q1 2026
- Total value
- $12.7B
- +$3.45B (+37.4%) vs. Q1 2026
- New holders
- 120
- 284 more added
- Sold out
- 51
- 240 more reduced
5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UNM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 766 | $12.7B |
| Q1 2026 | 702 | $9.25B |
| Q4 2025 | 699 | $11.3B |
| Q3 2025 | 674 | $10.4B |
| Q2 2025 | 736 | $12.4B |
| Q1 2025 | 729 | $12.7B |
| Q4 2024 | 685 | $11.3B |
| Q3 2024 | 625 | $9.34B |
| Q2 2024 | 579 | $8.30B |
| Q1 2024 | 580 | $9.37B |
| Q4 2023 | 572 | $7.73B |
| Q3 2023 | 580 | $8.15B |
| Q2 2023 | 557 | $7.97B |
| Q1 2023 | 527 | $7.09B |
| Q4 2022 | 528 | $6.94B |
| Q3 2022 | 492 | $6.62B |
| Q2 2022 | 487 | $5.77B |
| Q1 2022 | 466 | $5.36B |
| Q4 2021 | 444 | $4.12B |
| Q3 2021 | 459 | $4.18B |
| Q2 2021 | 452 | $4.89B |
| Q1 2021 | 459 | $4.67B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Unum Group; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 17,994,655 | $1.61B | 0.02% | −237,849−1.3% | Reduced |
| Norges Bank | 13,256,645 | $1.19B | 0.12% | +13,256,645 | New |
| Vanguard Portfolio Management LLC | 8,587,898 | $767.8M | 0.03% | −751,504−8.0% | Reduced |
| FMR LLC | 7,737,197 | $691.7M | 0.03% | +527,956+7.3% | Added |
| Vanguard Capital Management LLC | 6,804,023 | $608.3M | 0.01% | −137,437−2.0% | Reduced |
| State Street Corp | 5,069,408 | $453.2M | 0.01% | −78,017−1.5% | Reduced |
| Dimensional Fund Advisors LP | 4,137,367 | $369.9M | 0.07% | +52,985+1.3% | Added |
| Morgan Stanley | 3,249,453 | $290.5M | 0.02% | −85,022−2.5% | Reduced |
| Geode Capital Management, LLC | 3,120,361 | $279.0M | 0.01% | −203,536−6.1% | Reduced |
| AQR Capital Management LLC | 2,988,552 | $266.2M | 0.09% | +1,080,525+56.6% | Added |
| LSV Asset Management | 2,413,125 | $215.7M | 0.39% | −169,947−6.6% | Reduced |
| Goldman Sachs Group Inc | 1,916,545 | $171.3M | 0.02% | +334,817+21.2% | Added |
| First Trust Advisors LP | 1,899,262 | $169.8M | 0.10% | −1,348,678−41.5% | Reduced |
| Qube Research & Technologies Ltd | 1,887,949 | $168.8M | 0.19% | +1,025,282+118.9% | Added |
| Nuveen, LLC | 1,762,384 | $157.6M | 0.04% | +577,788+48.8% | Added |
| Two Sigma Investments, LP | 1,759,799 | $157.3M | 0.12% | +235,071+15.4% | Added |
| Northern Trust Corp | 1,699,338 | $151.9M | 0.02% | −25,514−1.5% | Reduced |
| Woodline Partners LP | 1,665,459 | $148.9M | 0.46% | −166,484−9.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,503,280 | $134.4M | 0.06% | +871,586+138.0% | Added |
| Millennium Management LLC | 1,383,673 | $123.7M | 0.08% | −294,959−17.6% | Reduced |
| Victory Capital Management Inc | 1,378,987 | $123.3M | 0.07% | −267,201−16.2% | Reduced |
| TOMS Capital Investment Management LP | 1,275,000 | $114.0M | 6.02% | +1,275,000 | New |
| Bank of New York Mellon Corp | 1,221,361 | $109.2M | 0.02% | −81,036−6.2% | Reduced |
| D. E. Shaw & Co., Inc. | 1,158,462 | $103.6M | 0.06% | +115,539+11.1% | Added |
| Charles Schwab Investment Management Inc | 1,132,607 | $101.3M | 0.01% | −15,976−1.4% | Reduced |
| UBS Group AG | 1,109,567 | $99.2M | 0.02% | +298,095+36.7% | Added |
| Balyasny Asset Management LLC | 1,102,917 | $98.6M | 0.18% | −433,407−28.2% | Reduced |
| Royal Bank of Canada | 1,029,814 | $92.1M | 0.02% | −5,580−0.5% | Reduced |
| Nordea Investment Management AB | 951,044 | $85.9M | 0.07% | −129,327−12.0% | Reduced |
| Canada Pension Plan Investment Board | 940,681 | $84.1M | 0.05% | +100,581+12.0% | Added |
| Vanguard Fiduciary Trust Co | 935,478 | $83.6M | 0.02% | −14,052−1.5% | Reduced |
| Quantinno Capital Management LP | 876,245 | $78.3M | 0.09% | +121,910+16.2% | Added |
| Jane Street Group, LLC | 866,985 | $77.5M | 0.05% | +122,232+16.4% | Added |
| Point72 Asset Management, L.P. | 863,930 | $77.2M | 0.12% | −289,922−25.1% | Reduced |
| Assenagon Asset Management S.A. | 854,728 | $76.4M | 0.05% | +623,142+269.1% | Added |
| Invesco Ltd. | 763,330 | $68.2M | 0.01% | −79,832−9.5% | Reduced |
| Zurich Insurance Group Ltd | 691,751 | $61.8M | 0.43% | +126,156+22.3% | Added |
| Swedbank AB | 686,077 | $61.3M | 0.05% | +190,000+38.3% | Added |
| Adage Capital Partners GP, L.L.C. | 650,000 | $58.1M | 0.08% | −1,350,000−67.5% | Reduced |
| Donald Smith & Co., Inc. | 649,485 | $58.1M | 1.03% | −678,447−51.1% | Reduced |
| Jain Global LLC | 633,694 | $56.7M | 0.67% | +38,650+6.5% | Added |
| Bank of America Corp | 618,267 | $55.3M | 0.00% | +38,037+6.6% | Added |
| SEI Investments Co | 603,779 | $54.0M | 0.05% | −4,807−0.8% | Reduced |
| Franklin Resources Inc | 550,829 | $49.2M | 0.01% | +82,755+17.7% | Added |
| Freestone Grove Partners LP | 548,830 | $49.1M | 0.32% | +171,769+45.6% | Added |
| JPMorgan Chase & Co | 514,225 | $46.7M | 0.00% | −148,986−22.5% | Reduced |
| UBS Asset Management Americas Inc | 508,944 | $45.5M | 0.01% | −35,553−6.5% | Reduced |
| Ensign Peak Advisors, Inc | 496,562 | $44.4M | 0.07% | −87,673−15.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 481,871 | $44.0M | 0.07% | +35,221+7.9% | Added |
| Grace & White Inc | 487,610 | $43.6M | 6.90% | −620−0.1% | Reduced |
| Allianz Asset Management GmbH | 462,851 | $41.4M | 0.04% | +2,382+0.5% | Added |
| Epoch Investment Partners, Inc. | 434,578 | $38.9M | 0.22% | +434,578 | New |
| Neuberger Berman Group LLC | 418,461 | $37.4M | 0.02% | −8,618−2.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 402,157 | $36.0M | 0.13% | +43,328+12.1% | Added |
| Rhumbline Advisers | 401,010 | $35.9M | 0.03% | −26,385−6.2% | Reduced |
| Algebris (UK) Ltd | 397,355 | $35.4M | 2.33% | −546,965−57.9% | Reduced |
| Wedge Capital Management L L P | 390,340 | $34.9M | 0.58% | −28,492−6.8% | Reduced |
| Deutsche Bank AG | 355,483 | $31.8M | 0.01% | +304,815+601.6% | Added |
| Amundi | 340,443 | $30.4M | 0.01% | +312,999+1,140.5% | Added |
| Citadel Advisors LLC | 339,678 | $30.4M | 0.02% | +87,087+34.5% | Added |
| ProShare Advisors LLC | 339,006 | $30.3M | 0.04% | +1020.0% | Added |
| Principal Financial Group Inc | 333,861 | $29.8M | 0.01% | −6,677−2.0% | Reduced |
| Alyeska Investment Group, L.P. | 323,378 | $28.9M | 0.07% | −189,539−37.0% | Reduced |
| Truist Financial Corp | 322,479 | $28.8M | 0.03% | +573+0.2% | Added |
| California Public Employees Retirement System | 308,865 | $27.6M | 0.02% | −111,781−26.6% | Reduced |
| Los Angeles Capital Management LLC | 307,275 | $27.5M | 0.10% | +306,543+41,877.5% | Added |
| LPL Financial LLC | 304,046 | $27.2M | 0.01% | +8,649+2.9% | Added |
| Lazard Asset Management LLC | 301,296 | $26.9M | 0.04% | +50,075+19.9% | Added |
| Swiss National Bank | 291,700 | $26.1M | 0.01% | −22,800−7.2% | Reduced |
| Ameriprise Financial Inc | 291,213 | $26.0M | 0.01% | −27,578−8.7% | Reduced |
| HRT Financial LP | 290,974 | $26.0M | 0.05% | −249,036−46.1% | Reduced |
| Wellington Management Group LLP | 287,512 | $25.7M | 0.00% | −76,741−21.1% | Reduced |
| Interval Partners, LP | 285,437 | $25.5M | 0.82% | −25,163−8.1% | Reduced |
| Retirement Systems of Alabama | 275,334 | $24.6M | 0.07% | −68,955−20.0% | Reduced |
| Storebrand Asset Management AS | 272,593 | $24.4M | 0.06% | 00.0% | Unchanged |
| Captrust Financial Advisors | 269,039 | $24.1M | 0.04% | +13,405+5.2% | Added |
| Engineers Gate Manager LP | 260,395 | $23.3M | 0.30% | −10,152−3.8% | Reduced |
| Squarepoint Ops LLC | 257,658 | $23.0M | 0.04% | −250,622−49.3% | Reduced |
| Capital Fund Management S.A. | 246,034 | $22.0M | 0.16% | +194,704+379.3% | Added |
| Schonfeld Strategic Advisors LLC | 236,710 | $21.2M | 0.11% | −35,203−12.9% | Reduced |
| Gateway Investment Advisers LLC | 235,636 | $21.1M | 0.21% | +7,908+3.5% | Added |
| CBOE Vest Financial, LLC | 228,993 | $20.5M | 0.21% | −164,717−41.8% | Reduced |
| Raymond James Financial Inc | 228,137 | $20.4M | 0.01% | −13,288−5.5% | Reduced |
| Bridgewater Associates, LP | 226,541 | $20.3M | 0.08% | −20,686−8.4% | Reduced |
| Manufacturers Life Insurance Company, The | 226,519 | $20.3M | 0.02% | −3,039−1.3% | Reduced |
| Legal & General Group Plc | 220,109 | $19.7M | 0.00% | −17,063−7.2% | Reduced |
| Susquehanna International Group, LLP | 216,145 | $19.3M | 0.02% | +129,511+149.5% | Added |
| Algert Global LLC | 215,251 | $19.2M | 0.23% | −8,530−3.8% | Reduced |
| Creative Planning | 204,086 | $18.2M | 0.01% | +49,746+32.2% | Added |
| DekaBank Deutsche Girozentrale | 250,712 | $18.2M | 0.03% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 202,416 | $18.1M | 0.11% | +45,500+29.0% | Added |
| Voloridge Investment Management, LLC | 185,738 | $16.6M | 0.07% | −59,552−24.3% | Reduced |
| McGowan Group Asset Management, Inc. | 185,469 | $16.6M | 2.02% | −3,137−1.7% | Reduced |
| Russell Investments Group, Ltd. | 183,823 | $16.4M | 0.01% | +46,305+33.7% | Added |
| Renaissance Technologies LLC | 181,400 | $16.2M | 0.02% | +84,900+88.0% | Added |
| Voya Investment Management LLC | 178,931 | $16.0M | 0.01% | −14,750−7.6% | Reduced |
| Gillson Capital LP | 174,635 | $15.6M | 0.92% | −198,165−53.2% | Reduced |
| Barclays PLC | 174,115 | $15.6M | 0.00% | −24,725−12.4% | Reduced |
| Alliancebernstein L.P. | 210,359 | $15.4M | 0.01% | −63,650−23.2% | Reduced |
| Trexquant Investment LP | 171,793 | $15.4M | 0.09% | +69,173+67.4% | Added |