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, Q3 2021
Institutional positions in Unum Group as of Sep 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
- 459
- +15 vs. Q2 2021
- Shares held
- 166.9M
- −4.56M (−2.7%) vs. Q2 2021
- Total value
- $4.18B
- −$686.4M (−14.1%) vs. Q2 2021
- New holders
- 68
- 180 more added
- Sold out
- 53
- 135 more reduced
7 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Unum Group; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 22,028,724 | $552.0M | 0.01% | −3,331,667−13.1% | Reduced |
| FMR LLC | 17,495,331 | $438.4M | 0.03% | −44,642−0.3% | Reduced |
| BlackRock Inc. | 15,432,126 | $386.7M | 0.01% | −1,843,296−10.7% | Reduced |
| Dimensional Fund Advisors LP | 8,736,165 | $218.9M | 0.07% | −194,577−2.2% | Reduced |
| State Street Corp | 6,152,032 | $154.2M | 0.01% | −4,636,974−43.0% | Reduced |
| Donald Smith & Co., Inc. | 5,210,722 | $130.6M | 4.98% | +2,5380.0% | Added |
| Arrowstreet Capital, Limited Partnership | 4,593,954 | $115.1M | 0.14% | +228,694+5.2% | Added |
| LSV Asset Management | 3,864,773 | $96.9M | 0.18% | −82,902−2.1% | Reduced |
| Charles Schwab Investment Management Inc | 3,835,790 | $96.1M | 0.03% | −50,686−1.3% | Reduced |
| Bank of New York Mellon Corp | 3,698,210 | $92.7M | 0.02% | +699,437+23.3% | Added |
| Norges Bank | 3,409,626 | $85.4M | 0.02% | +1,198,900+54.2% | Added |
| Invesco Ltd. | 2,861,633 | $71.7M | 0.02% | −4,238,522−59.7% | Reduced |
| Geode Capital Management, LLC | 2,848,945 | $71.4M | 0.01% | −1,092,245−27.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 2,703,273 | $67.7M | 0.46% | +1,089,880+67.6% | Added |
| Parametric Portfolio Associates LLC | 2,593,220 | $65.0M | 0.04% | −505,311−16.3% | Reduced |
| Clearbridge Investments, LLC | 2,189,385 | $54.9M | 0.04% | −37,704−1.7% | Reduced |
| Susquehanna International Group, LLP | 2,077,535 | $52.1M | 0.07% | +2,021,719+3,622.1% | Added |
| Northern Trust Corp | 1,981,197 | $49.6M | 0.01% | +6,907+0.3% | Added |
| Goldman Sachs Group Inc | 1,748,897 | $43.8M | 0.01% | +244,632+16.3% | Added |
| Morgan Stanley | 1,616,407 | $40.5M | 0.01% | +25,266+1.6% | Added |
| Two Sigma Advisers, LP | 1,583,400 | $39.7M | 0.10% | +506,900+47.1% | Added |
| Two Sigma Investments, LP | 1,568,956 | $39.3M | 0.11% | +810,400+106.8% | Added |
| Jane Street Group, LLC | 1,531,571 | $38.4M | 0.10% | +1,523,462+18,787.3% | Added |
| AQR Capital Management LLC | 1,297,156 | $32.5M | 0.06% | −428,862−24.8% | Reduced |
| Citadel Advisors LLC | 1,190,247 | $29.8M | 0.03% | +1,012,659+570.2% | Added |
| First Trust Advisors LP | 1,079,489 | $27.1M | 0.03% | −246,634−18.6% | Reduced |
| Manufacturers Life Insurance Company, The | 1,008,960 | $25.3M | 0.02% | +122,714+13.8% | Added |
| Wells Fargo & Company | 977,063 | $24.5M | 0.01% | +63,807+7.0% | Added |
| Thrivent Financial for Lutherans | 902,415 | $22.6M | 0.05% | +310,775+52.5% | Added |
| Alps Advisors Inc | 895,900 | $22.5M | 0.22% | +70,112+8.5% | Added |
| Assenagon Asset Management S.A. | 844,440 | $21.2M | 0.09% | +811,098+2,432.7% | Added |
| Qube Research & Technologies Ltd | 758,044 | $19.0M | 0.24% | +758,044 | New |
| Principal Financial Group Inc | 706,638 | $17.7M | 0.01% | +244,257+52.8% | Added |
| Panagora Asset Management Inc | 697,571 | $17.5M | 0.09% | −291,839−29.5% | Reduced |
| Foundry Partners, LLC | 677,994 | $17.0M | 0.61% | −33,373−4.7% | Reduced |
| Grace & White Inc | 644,952 | $16.2M | 3.08% | +14,600+2.3% | Added |
| Millennium Management LLC | 617,490 | $15.5M | 0.02% | +401,162+185.4% | Added |
| Mackenzie Financial Corp | 606,743 | $15.2M | 0.02% | +35,931+6.3% | Added |
| Tudor Investment Corp Et Al | 604,750 | $15.2M | 0.31% | +604,750 | New |
| Man Group plc | 602,312 | $15.1M | 0.05% | +282,133+88.1% | Added |
| Legal & General Group Plc | 602,150 | $15.1M | 0.00% | +61,028+11.3% | Added |
| Russell Investments Group, Ltd. | 579,427 | $14.5M | 0.02% | +169,105+41.2% | Added |
| Bank of America Corp | 576,584 | $14.4M | 0.00% | +56,816+10.9% | Added |
| UBS Group AG | 573,309 | $14.4M | 0.01% | −215,566−27.3% | Reduced |
| Barclays PLC | 564,922 | $14.2M | 0.01% | +128,752+29.5% | Added |
| Retirement Systems of Alabama | 555,851 | $13.9M | 0.05% | +220,642+65.8% | Added |
| Schroder Investment Management Group | 551,266 | $13.8M | 0.02% | −30,462−5.2% | Reduced |
| Nuveen Asset Management, LLC | 550,855 | $13.8M | 0.00% | −139,930−20.3% | Reduced |
| Prana Capital Management, LP | 539,449 | $13.5M | 1.19% | −423,395−44.0% | Reduced |
| Rhumbline Advisers | 527,191 | $13.2M | 0.02% | +190,691+56.7% | Added |
| Alliancebernstein L.P. | 526,860 | $13.2M | 0.01% | −21,994−4.0% | Reduced |
| Cubist Systematic Strategies, LLC | 526,172 | $13.2M | 0.17% | +425,188+421.0% | Added |
| Schonfeld Strategic Advisors LLC | 523,052 | $13.1M | 0.15% | −786,748−60.1% | Reduced |
| Renaissance Technologies LLC | 503,800 | $12.6M | 0.02% | +503,800 | New |
| JPMorgan Chase & Co | 500,087 | $12.5M | 0.00% | +151,238+43.4% | Added |
| Ameriprise Financial Inc | 485,246 | $12.2M | 0.00% | +239,368+97.4% | Added |
| UBS Asset Management Americas Inc | 473,415 | $11.9M | 0.00% | −36,055−7.1% | Reduced |
| California Public Employees Retirement System | 457,128 | $11.5M | 0.01% | −18,963−4.0% | Reduced |
| Swiss National Bank | 451,200 | $11.3M | 0.01% | +2,100+0.5% | Added |
| Allianz Asset Management GmbH | 445,661 | $11.2M | 0.01% | +71,488+19.1% | Added |
| Virginia Retirement Systems Et Al | 425,000 | $10.7M | 0.11% | −104,700−19.8% | Reduced |
| D. E. Shaw & Co., Inc. | 417,025 | $10.5M | 0.01% | +417,025 | New |
| Boston Common Asset Management, LLC | 410,432 | $10.3M | 0.44% | +57,330+16.2% | Added |
| Credit Suisse AG | 386,329 | $9.68M | 0.01% | +101,026+35.4% | Added |
| Truist Financial Corp | 354,567 | $8.89M | 0.01% | +5,387+1.5% | Added |
| American International Group, Inc. | 352,006 | $8.82M | 0.05% | +289,703+465.0% | Added |
| California State Teachers Retirement System | 345,553 | $8.66M | 0.01% | −4,145−1.2% | Reduced |
| Ci Investments Inc. | 340,221 | $8.53M | 0.03% | +18,882+5.9% | Added |
| AXA S.A. | 322,800 | $8.09M | 0.02% | −43,000−11.8% | Reduced |
| Freemont Management S.A. | 322,300 | $8.08M | 1.09% | +2,300+0.7% | Added |
| Squarepoint Ops LLC | 320,028 | $8.02M | 0.06% | +247,899+343.7% | Added |
| Guggenheim Capital LLC | 316,786 | $7.94M | 0.05% | +97,534+44.5% | Added |
| Point72 Asset Management, L.P. | 315,300 | $7.90M | 0.04% | +75,700+31.6% | Added |
| Robeco Institutional Asset Management B.V. | 312,387 | $7.83M | 0.02% | −87,256−21.8% | Reduced |
| Miller Howard Investments Inc | 300,000 | $7.52M | 0.31% | +300,000 | New |
| New York State Teachers Retirement System | 289,290 | $7.25M | 0.02% | −2,087−0.7% | Reduced |
| Raymond James & Associates | 288,971 | $7.24M | 0.01% | −11,514−3.8% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 282,000 | $7.07M | 0.02% | +57,588+25.7% | Added |
| Deutsche Bank AG | 280,458 | $7.03M | 0.00% | −419,352−59.9% | Reduced |
| Bank of Montreal | 268,774 | $6.74M | 0.00% | +24,084+9.8% | Added |
| Gateway Investment Advisers LLC | 268,639 | $6.73M | 0.07% | +15,831+6.3% | Added |
| Franklin Resources Inc | 265,306 | $6.65M | 0.00% | +151,165+132.4% | Added |
| Brandywine Global Investment Management, LLC | 263,010 | $6.59M | 0.05% | +187,016+246.1% | Added |
| New York State Common Retirement Fund | 261,616 | $6.56M | 0.01% | +3,297+1.3% | Added |
| American Century Companies Inc | 253,088 | $6.34M | 0.00% | −28,537−10.1% | Reduced |
| Swiss Life Asset Management Ltd | 234,909 | $5.89M | 0.08% | +53,569+29.5% | Added |
| Gilman Hill Asset Management, LLC | 234,637 | $5.88M | 1.50% | +7,610+3.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 232,488 | $5.83M | 0.01% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 227,276 | $5.70M | 0.97% | +5,585+2.5% | Added |
| State Board of Administration of Florida Retirement System | 224,186 | $5.62M | 0.01% | −4,385−1.9% | Reduced |
| Voloridge Investment Management, LLC | 218,673 | $5.48M | 0.04% | +218,673 | New |
| Storebrand Asset Management AS | 211,738 | $5.31M | 0.03% | −15,331−6.8% | Reduced |
| Putnam Investments LLC | 206,724 | $5.18M | 0.01% | −12,832−5.8% | Reduced |
| Boston Financial Mangement LLC | 200,000 | $5.01M | 0.20% | +200,000 | New |
| Mitsubishi UFJ Trust & Banking Corp | 197,945 | $4.96M | 0.01% | −40,099−16.8% | Reduced |
| Advisor Group Holdings, Inc. | 196,531 | $4.93M | 0.01% | +46,672+31.1% | Added |
| Evergreen Capital Management LLC | 194,029 | $4.86M | 0.22% | +41,166+26.9% | Added |
| Commonwealth Equity Services, LLC | 192,449 | $4.82M | 0.01% | −2,041−1.0% | Reduced |
| Public Employees Retirement System of Ohio | 186,670 | $4.68M | 0.02% | +44,188+31.0% | Added |
| Ibex Wealth Advisors | 182,529 | $4.57M | 0.88% | +2,408+1.3% | Added |