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, Q2 2021
Institutional positions in Unum Group as of Jun 30, 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
- 451
- −4 vs. Q1 2021
- Shares held
- 171.7M
- +4.21M (+2.5%) vs. Q1 2021
- Total value
- $4.88B
- +$216.3M (+4.6%) vs. Q1 2021
- New holders
- 54
- 181 more added
- Sold out
- 58
- 146 more reduced
4 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: 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 | $12.6B |
| Q1 2026 | 702 | $9.25B |
| Q4 2025 | 699 | $11.3B |
| Q3 2025 | 674 | $10.4B |
| Q2 2025 | 736 | $12.3B |
| Q1 2025 | 729 | $12.6B |
| Q4 2024 | 685 | $11.3B |
| Q3 2024 | 625 | $9.30B |
| Q2 2024 | 579 | $8.25B |
| Q1 2024 | 580 | $8.87B |
| Q4 2023 | 572 | $7.51B |
| Q3 2023 | 580 | $8.14B |
| Q2 2023 | 557 | $7.97B |
| Q1 2023 | 527 | $6.65B |
| Q4 2022 | 528 | $6.94B |
| Q3 2022 | 492 | $6.59B |
| Q2 2022 | 487 | $5.76B |
| Q1 2022 | 466 | $5.36B |
| Q4 2021 | 444 | $4.09B |
| Q3 2021 | 459 | $4.18B |
| Q2 2021 | 451 | $4.88B |
| Q1 2021 | 459 | $4.67B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Unum Group; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 25,360,391 | $720.2M | 0.02% | +1,8840.0% | Added |
| FMR LLC | 17,539,973 | $498.1M | 0.04% | +4,2350.0% | Added |
| BlackRock Inc. | 17,275,422 | $490.6M | 0.01% | −110,123−0.6% | Reduced |
| State Street Corp | 10,789,006 | $306.4M | 0.02% | +1,016,913+10.4% | Added |
| Dimensional Fund Advisors LP | 8,930,742 | $253.6M | 0.08% | +452,030+5.3% | Added |
| Invesco Ltd. | 7,100,155 | $201.6M | 0.05% | +456,467+6.9% | Added |
| Donald Smith & Co., Inc. | 5,208,184 | $147.9M | 5.75% | +22,880+0.4% | Added |
| Arrowstreet Capital, Limited Partnership | 4,365,260 | $124.0M | 0.15% | +219,081+5.3% | Added |
| LSV Asset Management | 3,947,675 | $112.1M | 0.19% | −83,900−2.1% | Reduced |
| Geode Capital Management, LLC | 3,941,190 | $111.8M | 0.02% | +33,295+0.9% | Added |
| Charles Schwab Investment Management Inc | 3,886,476 | $110.4M | 0.04% | +312,667+8.7% | Added |
| Parametric Portfolio Associates LLC | 3,098,531 | $88.0M | 0.05% | +31,549+1.0% | Added |
| Bank of New York Mellon Corp | 2,998,773 | $85.2M | 0.02% | +445,769+17.5% | Added |
| Wellington Management Group LLP | 2,865,123 | $81.4M | 0.01% | −36,410−1.3% | Reduced |
| Clearbridge Investments, LLC | 2,227,089 | $63.2M | 0.04% | +1,955,978+721.5% | Added |
| Norges Bank | 2,210,726 | $62.8M | 0.01% | −25,407−1.1% | Reduced |
| Northern Trust Corp | 1,974,290 | $56.1M | 0.01% | −48,229−2.4% | Reduced |
| AQR Capital Management LLC | 1,726,018 | $48.5M | 0.08% | +41,535+2.5% | Added |
| Jacobs Levy Equity Management, Inc | 1,613,393 | $45.8M | 0.31% | +991,420+159.4% | Added |
| Morgan Stanley | 1,591,141 | $45.2M | 0.01% | −190,766−10.7% | Reduced |
| Goldman Sachs Group Inc | 1,504,265 | $42.7M | 0.01% | +298,738+24.8% | Added |
| First Trust Advisors LP | 1,326,123 | $37.7M | 0.04% | +222,996+20.2% | Added |
| Schonfeld Strategic Advisors LLC | 1,309,800 | $37.2M | 0.41% | +1,248,000+2,019.4% | Added |
| Two Sigma Advisers, LP | 1,076,500 | $30.6M | 0.08% | +267,400+33.0% | Added |
| Panagora Asset Management Inc | 989,410 | $28.1M | 0.15% | +666,290+206.2% | Added |
| Prana Capital Management, LP | 962,844 | $27.3M | 1.86% | +686,867+248.9% | Added |
| Wells Fargo & Company | 913,256 | $25.9M | 0.01% | +212,071+30.2% | Added |
| Manufacturers Life Insurance Company, The | 886,246 | $25.2M | 0.02% | +148,432+20.1% | Added |
| Alps Advisors Inc | 825,788 | $23.5M | 0.21% | +29,636+3.7% | Added |
| UBS Group AG | 788,875 | $22.4M | 0.01% | +9,421+1.2% | Added |
| Two Sigma Investments, LP | 758,556 | $21.5M | 0.06% | +369,760+95.1% | Added |
| Foundry Partners, LLC | 711,367 | $20.2M | 0.69% | −22,827−3.1% | Reduced |
| Deutsche Bank AG | 699,810 | $19.9M | 0.01% | +117,646+20.2% | Added |
| Nuveen Asset Management, LLC | 690,785 | $19.6M | 0.01% | −3,989−0.6% | Reduced |
| Grace & White Inc | 630,352 | $17.9M | 3.26% | −1,350−0.2% | Reduced |
| Thrivent Financial for Lutherans | 591,640 | $16.8M | 0.03% | −111,623−15.9% | Reduced |
| Schroder Investment Management Group | 581,728 | $16.5M | 0.02% | −36,600−5.9% | Reduced |
| Mackenzie Financial Corp | 570,812 | $16.2M | 0.02% | +2,850+0.5% | Added |
| Alliancebernstein L.P. | 548,854 | $15.6M | 0.01% | +72,115+15.1% | Added |
| Legal & General Group Plc | 541,122 | $15.4M | 0.01% | +57,624+11.9% | Added |
| Virginia Retirement Systems Et Al | 529,700 | $15.0M | 0.15% | −65,900−11.1% | Reduced |
| Bank of America Corp | 519,768 | $14.8M | 0.00% | −262,624−33.6% | Reduced |
| UBS Asset Management Americas Inc | 509,470 | $14.5M | 0.01% | +76,338+17.6% | Added |
| California Public Employees Retirement System | 476,091 | $13.5M | 0.01% | −9,252−1.9% | Reduced |
| Principal Financial Group Inc | 462,381 | $13.1M | 0.01% | −238,132−34.0% | Reduced |
| Swiss National Bank | 449,100 | $12.8M | 0.01% | −16,200−3.5% | Reduced |
| Barclays PLC | 436,170 | $12.4M | 0.01% | −96,544−18.1% | Reduced |
| Russell Investments Group, Ltd. | 410,322 | $11.7M | 0.02% | +248,961+154.3% | Added |
| Royal Bank of Canada | 405,282 | $11.5M | 0.00% | −329,918−44.9% | Reduced |
| Robeco Institutional Asset Management B.V. | 399,643 | $11.4M | 0.03% | −40,805−9.3% | Reduced |
| Allianz Asset Management GmbH | 374,173 | $10.6M | 0.01% | −470,345−55.7% | Reduced |
| AXA S.A. | 365,800 | $10.4M | 0.03% | +17,200+4.9% | Added |
| Price T Rowe Associates Inc | 353,674 | $10.0M | 0.00% | −11,190−3.1% | Reduced |
| Boston Common Asset Management, LLC | 353,102 | $10.0M | 0.43% | +353,102 | New |
| California State Teachers Retirement System | 349,698 | $9.93M | 0.01% | −6,379−1.8% | Reduced |
| Truist Financial Corp | 349,180 | $9.92M | 0.02% | +1,320+0.4% | Added |
| JPMorgan Chase & Co | 348,849 | $9.91M | 0.00% | +32,262+10.2% | Added |
| Rhumbline Advisers | 336,500 | $9.56M | 0.01% | −14,795−4.2% | Reduced |
| Retirement Systems of Alabama | 335,209 | $9.52M | 0.03% | −1,281−0.4% | Reduced |
| Ci Investments Inc. | 321,339 | $9.13M | 0.03% | +41,284+14.7% | Added |
| Man Group plc | 320,179 | $9.09M | 0.03% | +220,727+221.9% | Added |
| Freemont Management S.A. | 320,000 | $9.09M | 1.30% | 00.0% | Unchanged |
| Raymond James & Associates | 300,485 | $8.53M | 0.01% | +30,700+11.4% | Added |
| New York State Teachers Retirement System | 291,377 | $8.28M | 0.02% | −22,616−7.2% | Reduced |
| Credit Suisse AG | 285,303 | $8.04M | 0.01% | +55,985+24.4% | Added |
| American Century Companies Inc | 281,625 | $8.00M | 0.01% | +20,033+7.7% | Added |
| Bank of Montreal | 244,690 | $7.48M | 0.00% | +43,183+21.4% | Added |
| New York State Common Retirement Fund | 258,319 | $7.34M | 0.01% | +26,722+11.5% | Added |
| Gateway Investment Advisers LLC | 252,808 | $7.18M | 0.07% | −312−0.1% | Reduced |
| Churchill Management Corp | 249,409 | $7.08M | 0.10% | −546−0.2% | Reduced |
| Ameriprise Financial Inc | 245,878 | $6.98M | 0.00% | −230,872−48.4% | Reduced |
| Point72 Asset Management, L.P. | 239,600 | $6.80M | 0.03% | +3,500+1.5% | Added |
| Adage Capital Partners GP, L.L.C. | 238,700 | $6.78M | 0.01% | −5,300−2.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 238,044 | $6.76M | 0.01% | −128,321−35.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 232,488 | $6.60M | 0.01% | +76,104+48.7% | Added |
| HSBC Holdings PLC | 230,612 | $6.50M | 0.01% | +56,703+32.6% | Added |
| State Board of Administration of Florida Retirement System | 228,571 | $6.49M | 0.01% | −2,450−1.1% | Reduced |
| Storebrand Asset Management AS | 227,069 | $6.45M | 0.03% | −119,191−34.4% | Reduced |
| Gilman Hill Asset Management, LLC | 227,027 | $6.45M | 1.65% | +1,545+0.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 224,412 | $6.37M | 0.01% | +147,891+193.3% | Added |
| McGowan Group Asset Management, Inc. | 221,691 | $6.30M | 0.99% | −731−0.3% | Reduced |
| Putnam Investments LLC | 219,556 | $6.24M | 0.01% | −9,901−4.3% | Reduced |
| Susquehanna Fundamental Investments, LLC | 219,344 | $6.23M | 0.11% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 219,252 | $6.23M | 0.04% | +99,994+83.8% | Added |
| Millennium Management LLC | 216,328 | $6.14M | 0.01% | −330,402−60.4% | Reduced |
| Citigroup Inc | 206,834 | $5.87M | 0.01% | −63,655−23.5% | Reduced |
| Hudson Bay Capital Management LP | 200,000 | $5.68M | 0.07% | +200,000 | New |
| Commonwealth Equity Services, LLC | 194,490 | $5.52M | 0.01% | −81,448−29.5% | Reduced |
| Swiss Life Asset Management Ltd | 181,340 | $5.15M | 0.07% | −16,546−8.4% | Reduced |
| Ibex Wealth Advisors | 180,121 | $5.12M | 1.02% | +180,121 | New |
| QS Investors, LLC | 178,576 | $5.07M | 0.06% | +6,141+3.6% | Added |
| Citadel Advisors LLC | 177,588 | $5.04M | 0.01% | −844,656−82.6% | Reduced |
| Voya Investment Management LLC | 170,450 | $4.84M | 0.01% | +1,732+1.0% | Added |
| BNP Paribas Arbitrage, SA | 169,906 | $4.83M | 0.01% | +65,528+62.8% | Added |
| Prudential Financial Inc | 167,748 | $4.76M | 0.01% | −20,996−11.1% | Reduced |
| Barnett & Company, Inc. | 164,950 | $4.68M | 3.10% | +27,350+19.9% | Added |
| Evergreen Capital Management LLC | 152,863 | $4.34M | 0.21% | +7,556+5.2% | Added |
| Burney Co | 152,129 | $4.32M | 0.20% | −16,171−9.6% | Reduced |
| Interval Partners, LP | 151,329 | $4.30M | 0.26% | +151,329 | New |
| Rafferty Asset Management, LLC | 150,631 | $4.28M | 0.03% | +16,312+12.1% | Added |