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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 $12.6B in total; Gardner Russo & Quinn is the only superinvestor holding it.

Other share classesUNMA

13F holders, Q1 2021

Institutional positions in Unum Group as of Mar 31, 2021. 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
459
No complete 13F data for Q4 2020
Shares held
167.9M
No complete 13F data for Q4 2020
Total value
$4.67B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 459 institutions
Q1 2021: 459 institutionsQ2 2021: 451 institutionsQ3 2021: 459 institutionsQ4 2021: 444 institutionsQ1 2022: 466 institutionsQ2 2022: 487 institutionsQ3 2022: 492 institutionsQ4 2022: 528 institutionsQ1 2023: 527 institutionsQ2 2023: 557 institutionsQ3 2023: 580 institutionsQ4 2023: 572 institutionsQ1 2024: 580 institutionsQ2 2024: 579 institutionsQ3 2024: 625 institutionsQ4 2024: 685 institutionsQ1 2025: 729 institutionsQ2 2025: 736 institutionsQ3 2025: 674 institutionsQ4 2025: 699 institutionsQ1 2026: 702 institutionsQ2 2026: 766 institutions
Value heldQ1 2021: $4.67B
Q1 2021: $4.67BQ2 2021: $4.88BQ3 2021: $4.18BQ4 2021: $4.09BQ1 2022: $5.36BQ2 2022: $5.76BQ3 2022: $6.59BQ4 2022: $6.94BQ1 2023: $6.65BQ2 2023: $7.97BQ3 2023: $8.14BQ4 2023: $7.51BQ1 2024: $8.87BQ2 2024: $8.25BQ3 2024: $9.30BQ4 2024: $11.3BQ1 2025: $12.6BQ2 2025: $12.3BQ3 2025: $10.4BQ4 2025: $11.3BQ1 2026: $9.25BQ2 2026: $12.6B
Institutions holding UNM and their total value by quarter
QuarterHoldersValue
Q2 2026766$12.6B
Q1 2026702$9.25B
Q4 2025699$11.3B
Q3 2025674$10.4B
Q2 2025736$12.3B
Q1 2025729$12.6B
Q4 2024685$11.3B
Q3 2024625$9.30B
Q2 2024579$8.25B
Q1 2024580$8.87B
Q4 2023572$7.51B
Q3 2023580$8.14B
Q2 2023557$7.97B
Q1 2023527$6.65B
Q4 2022528$6.94B
Q3 2022492$6.59B
Q2 2022487$5.76B
Q1 2022466$5.36B
Q4 2021444$4.09B
Q3 2021459$4.18B
Q2 2021451$4.88B
Q1 2021459$4.67B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Unum Group.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding UNM in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc25,358,507$705.7M0.02%––
FMR LLC17,535,738$488.0M0.04%––
BlackRock Inc.17,385,545$483.8M0.01%––
State Street Corp9,772,093$272.0M0.02%––
Dimensional Fund Advisors LP8,478,712$236.0M0.08%––
Invesco Ltd.6,643,688$184.9M0.05%––
Donald Smith & Co., Inc.5,185,304$144.3M5.61%––
Arrowstreet Capital, Limited Partnership4,146,179$115.4M0.15%––
LSV Asset Management4,031,575$112.2M0.19%––
Geode Capital Management, LLC3,907,895$108.6M0.02%––
Charles Schwab Investment Management Inc3,573,809$99.5M0.04%––
Parametric Portfolio Associates LLC3,066,982$85.4M0.05%––
Wellington Management Group LLP2,901,533$80.8M0.01%––
Bank of New York Mellon Corp2,553,004$71.0M0.01%––
Norges Bank2,236,133$62.2M0.01%––
Northern Trust Corp2,022,519$56.3M0.01%––
Morgan Stanley1,781,907$49.6M0.01%––
AQR Capital Management LLC1,684,483$46.9M0.08%––
Goldman Sachs Group Inc1,205,527$33.5M0.01%––
First Trust Advisors LP1,103,127$30.7M0.04%––
Citadel Advisors LLC1,022,244$28.4M0.03%––
Allianz Asset Management GmbH844,518$23.5M0.02%––
Two Sigma Advisers, LP809,100$22.5M0.06%––
Alps Advisors Inc796,152$22.2M0.22%––
Bank of America Corp782,392$21.8M0.00%––
UBS Group AG779,454$21.7M0.01%––
Manufacturers Life Insurance Company, The737,814$20.5M0.02%––
Royal Bank of Canada735,200$20.5M0.01%––
Foundry Partners, LLC734,194$20.4M0.67%––
Wasatch Advisors Inc722,873$20.1M0.09%––
Thrivent Financial for Lutherans703,263$19.6M0.04%––
Wells Fargo & Company701,185$19.5M0.00%––
Principal Financial Group Inc700,513$19.5M0.01%––
Nuveen Asset Management, LLC694,774$19.3M0.01%––
Grace & White Inc631,702$17.6M3.36%––
Jacobs Levy Equity Management, Inc621,973$17.3M0.13%––
Schroder Investment Management Group618,328$17.2M0.02%––
Virginia Retirement Systems Et Al595,600$16.6M0.16%––
Deutsche Bank AG582,164$16.2M0.01%––
Mackenzie Financial Corp567,962$15.8M0.02%––
Millennium Management LLC546,730$15.2M0.02%––
Barclays PLC532,714$14.8M0.01%––
California Public Employees Retirement System485,343$13.5M0.01%––
Legal & General Group Plc483,498$13.5M0.01%––
Ameriprise Financial Inc476,750$13.3M0.00%––
Alliancebernstein L.P.476,739$13.3M0.01%––
Swiss National Bank465,300$12.9M0.01%––
Robeco Institutional Asset Management B.V.440,448$12.3M0.03%––
UBS Asset Management Americas Inc433,132$12.1M0.01%––
Assenagon Asset Management S.A.414,638$11.5M0.06%––
Mackay Shields LLC389,877$10.9M0.08%––
Two Sigma Investments, LP388,796$10.8M0.03%––
Prudential PLC385,325$10.7M0.07%––
Mount Lucas Management LP373,413$10.4M3.06%––
Price T Rowe Associates Inc364,864$10.2M0.00%––
California State Teachers Retirement System356,077$9.91M0.01%––
Rhumbline Advisers351,295$9.78M0.01%––
AXA S.A.348,600$9.70M0.03%––
Truist Financial Corp347,860$9.68M0.02%––
Storebrand Asset Management AS346,260$9.64M0.05%––
Cubist Systematic Strategies, LLC336,604$9.37M0.12%––
Retirement Systems of Alabama336,490$9.37M0.04%––
Panagora Asset Management Inc323,120$8.99M0.05%––
Freemont Management S.A.320,000$8.91M1.47%––
JPMorgan Chase & Co316,587$8.81M0.00%––
New York State Teachers Retirement System313,993$8.74M0.02%––
Mitsubishi UFJ Trust & Banking Corp366,365$8.40M0.02%––
Ci Investments Inc.280,055$7.79M0.03%––
Prana Capital Management, LP275,977$7.68M0.63%––
Commonwealth Equity Services, LLC275,938$7.68M0.02%––
Clearbridge Investments, LLC271,111$7.54M0.01%––
Citigroup Inc270,489$7.53M0.01%––
Raymond James & Associates269,785$7.51M0.01%––
American Century Companies Inc261,592$7.28M0.01%––
Gateway Investment Advisers LLC253,120$7.04M0.08%––
Churchill Management Corp249,955$6.96M0.11%––
Adage Capital Partners GP, L.L.C.244,000$6.79M0.01%––
Point72 Asset Management, L.P.236,100$6.57M0.03%––
New York State Common Retirement Fund231,597$6.45M0.01%––
State Board of Administration of Florida Retirement System231,021$6.43M0.01%––
HRT Financial LP230,411$6.41M0.06%––
Putnam Investments LLC229,457$6.39M0.01%––
Credit Suisse AG229,318$6.38M0.00%––
Gilman Hill Asset Management, LLC225,482$6.28M1.74%––
McGowan Group Asset Management, Inc.222,422$6.19M1.01%––
Susquehanna Fundamental Investments, LLC219,344$6.10M0.10%––
Natixis200,027$5.57M0.02%––
Swiss Life Asset Management Ltd197,886$5.51M0.08%––
Bank of Montreal201,507$5.49M0.00%––
Prudential Financial Inc188,744$5.25M0.01%––
HSBC Holdings PLC173,909$4.86M0.01%––
QS Investors, LLC172,435$4.80M0.06%––
Qube Research & Technologies Ltd172,380$4.80M0.08%––
Voya Investment Management LLC168,718$4.70M0.01%––
Burney Co168,300$4.68M0.23%––
Amundi Asset Management US, Inc.161,424$4.49M0.00%––
Russell Investments Group, Ltd.161,361$4.49M0.01%––
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main156,384$4.35M0.01%––
Brookfield Asset Management Inc.153,133$4.26M0.02%––
Wealthfront Advisers LLC152,882$4.25M0.02%––