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, Q4 2021
Institutional positions in Unum Group as of Dec 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
- 444
- −10 vs. Q3 2021
- Shares held
- 166.6M
- −296.4K (−0.2%) vs. Q3 2021
- Total value
- $4.09B
- −$89.1M (−2.1%) vs. Q3 2021
- New holders
- 63
- 139 more added
- Sold out
- 73
- 178 more reduced
5 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Unum Group; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 22,845,078 | $561.3M | 0.01% | +7,412,952+48.0% | Added |
| Vanguard Group Inc | 21,827,583 | $536.3M | 0.01% | −201,141−0.9% | Reduced |
| FMR LLC | 17,395,255 | $427.4M | 0.03% | −100,076−0.6% | Reduced |
| Dimensional Fund Advisors LP | 7,995,808 | $196.5M | 0.06% | −740,357−8.5% | Reduced |
| State Street Corp | 6,382,578 | $156.8M | 0.01% | +230,546+3.7% | Added |
| Donald Smith & Co., Inc. | 5,211,036 | $128.0M | 4.53% | +3140.0% | Added |
| Arrowstreet Capital, Limited Partnership | 4,923,009 | $121.0M | 0.15% | +329,055+7.2% | Added |
| Norges Bank | 4,254,439 | $104.5M | 0.02% | +844,813+24.8% | Added |
| Charles Schwab Investment Management Inc | 4,005,004 | $98.4M | 0.03% | +169,214+4.4% | Added |
| LSV Asset Management | 3,680,473 | $90.4M | 0.16% | −184,300−4.8% | Reduced |
| Bank of New York Mellon Corp | 3,624,655 | $89.1M | 0.02% | −73,555−2.0% | Reduced |
| Geode Capital Management, LLC | 2,959,087 | $72.7M | 0.01% | +110,142+3.9% | Added |
| Invesco Ltd. | 2,845,675 | $69.9M | 0.02% | −15,958−0.6% | Reduced |
| Jacobs Levy Equity Management, Inc | 2,624,626 | $64.5M | 0.43% | −78,647−2.9% | Reduced |
| Goldman Sachs Group Inc | 2,542,304 | $62.5M | 0.02% | +793,407+45.4% | Added |
| Parametric Portfolio Associates LLC | 2,404,404 | $59.1M | 0.03% | −188,816−7.3% | Reduced |
| Two Sigma Advisers, LP | 2,127,300 | $52.3M | 0.13% | +543,900+34.4% | Added |
| Clearbridge Investments, LLC | 2,046,173 | $50.3M | 0.03% | −143,212−6.5% | Reduced |
| Northern Trust Corp | 1,898,190 | $46.6M | 0.01% | −83,007−4.2% | Reduced |
| Morgan Stanley | 1,736,766 | $42.7M | 0.01% | +120,359+7.4% | Added |
| Millennium Management LLC | 1,485,849 | $36.5M | 0.04% | +868,359+140.6% | Added |
| Two Sigma Investments, LP | 1,432,043 | $35.2M | 0.09% | −136,913−8.7% | Reduced |
| First Trust Advisors LP | 1,251,508 | $30.8M | 0.03% | +172,019+15.9% | Added |
| AQR Capital Management LLC | 1,195,573 | $29.4M | 0.05% | −101,583−7.8% | Reduced |
| D. E. Shaw & Co., Inc. | 1,123,285 | $27.6M | 0.03% | +706,260+169.4% | Added |
| Manufacturers Life Insurance Company, The | 824,722 | $20.3M | 0.01% | −184,238−18.3% | Reduced |
| Man Group plc | 725,298 | $17.8M | 0.06% | +122,986+20.4% | Added |
| Susquehanna International Group, LLP | 718,292 | $17.6M | 0.03% | −1,359,243−65.4% | Reduced |
| Renaissance Technologies LLC | 699,500 | $17.2M | 0.02% | +195,700+38.8% | Added |
| Principal Financial Group Inc | 694,863 | $17.1M | 0.01% | −11,775−1.7% | Reduced |
| Grace & White Inc | 662,452 | $16.3M | 3.01% | +17,500+2.7% | Added |
| Thrivent Financial for Lutherans | 656,893 | $16.1M | 0.03% | −245,522−27.2% | Reduced |
| Macquarie Group Ltd | 628,196 | $15.4M | 0.01% | +544,968+654.8% | Added |
| Mackenzie Financial Corp | 626,563 | $15.4M | 0.02% | +19,820+3.3% | Added |
| Foundry Partners, LLC | 621,771 | $15.3M | 0.54% | −56,223−8.3% | Reduced |
| Bank of America Corp | 594,106 | $14.6M | 0.00% | +17,522+3.0% | Added |
| Citadel Advisors LLC | 591,245 | $14.5M | 0.02% | −599,002−50.3% | Reduced |
| JPMorgan Chase & Co | 590,566 | $14.5M | 0.00% | +90,479+18.1% | Added |
| Schroder Investment Management Group | 579,607 | $14.2M | 0.02% | +28,341+5.1% | Added |
| Bank of Nova Scotia | 570,019 | $14.0M | 0.02% | +413,757+264.8% | Added |
| Retirement Systems of Alabama | 558,926 | $13.7M | 0.05% | +3,075+0.6% | Added |
| Legal & General Group Plc | 548,154 | $13.5M | 0.00% | −53,996−9.0% | Reduced |
| Rhumbline Advisers | 542,231 | $13.3M | 0.02% | +15,040+2.9% | Added |
| Russell Investments Group, Ltd. | 539,205 | $13.2M | 0.02% | −40,222−6.9% | Reduced |
| Nuveen Asset Management, LLC | 508,278 | $12.5M | 0.00% | −42,577−7.7% | Reduced |
| UBS Group AG | 502,664 | $12.4M | 0.00% | −70,645−12.3% | Reduced |
| Ameriprise Financial Inc | 497,126 | $12.2M | 0.00% | +11,880+2.4% | Added |
| Wells Fargo & Company | 494,166 | $12.1M | 0.00% | −482,897−49.4% | Reduced |
| Swiss National Bank | 450,100 | $11.1M | 0.01% | −1,100−0.2% | Reduced |
| UBS Asset Management Americas Inc | 438,455 | $10.8M | 0.00% | −34,960−7.4% | Reduced |
| California Public Employees Retirement System | 433,414 | $10.6M | 0.01% | −23,714−5.2% | Reduced |
| Virginia Retirement Systems Et Al | 432,500 | $10.6M | 0.10% | +7,500+1.8% | Added |
| Squarepoint Ops LLC | 420,123 | $10.3M | 0.05% | +100,095+31.3% | Added |
| Boston Common Asset Management, LLC | 416,874 | $10.2M | 0.41% | +6,442+1.6% | Added |
| Natixis | 370,300 | $9.10M | 0.03% | +329,966+818.1% | Added |
| Ci Investments Inc. | 368,302 | $9.05M | 0.03% | +28,081+8.3% | Added |
| BNP Paribas Arbitrage, SA | 367,808 | $9.04M | 0.02% | +233,502+173.9% | Added |
| Truist Financial Corp | 363,780 | $8.94M | 0.01% | +9,213+2.6% | Added |
| American International Group, Inc. | 345,748 | $8.49M | 0.04% | −6,258−1.8% | Reduced |
| Credit Suisse AG | 344,760 | $8.47M | 0.01% | −41,569−10.8% | Reduced |
| Gateway Investment Advisers LLC | 338,738 | $8.32M | 0.08% | +70,099+26.1% | Added |
| Alliancebernstein L.P. | 337,254 | $8.29M | 0.00% | −189,606−36.0% | Reduced |
| Freemont Management S.A. | 322,300 | $7.92M | 2.08% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 317,069 | $7.79M | 0.03% | −527,371−62.5% | Reduced |
| Barclays PLC | 316,675 | $7.78M | 0.00% | −248,247−43.9% | Reduced |
| Prana Capital Management, LP | 303,576 | $7.46M | 0.59% | −235,873−43.7% | Reduced |
| Miller Howard Investments Inc | 300,000 | $7.37M | 0.27% | 00.0% | Unchanged |
| California State Teachers Retirement System | 287,813 | $7.07M | 0.01% | −57,740−16.7% | Reduced |
| Voloridge Investment Management, LLC | 285,562 | $7.02M | 0.04% | +66,889+30.6% | Added |
| Cubist Systematic Strategies, LLC | 275,797 | $6.78M | 0.06% | −250,375−47.6% | Reduced |
| Raymond James & Associates | 270,868 | $6.66M | 0.01% | −18,103−6.3% | Reduced |
| Guggenheim Capital LLC | 267,374 | $6.57M | 0.03% | −49,412−15.6% | Reduced |
| Brandywine Global Investment Management, LLC | 262,938 | $6.46M | 0.05% | −720.0% | Reduced |
| New York State Common Retirement Fund | 261,818 | $6.43M | 0.01% | +202+0.1% | Added |
| American Century Companies Inc | 237,942 | $5.85M | 0.00% | −15,146−6.0% | Reduced |
| Gilman Hill Asset Management, LLC | 235,954 | $5.80M | 1.29% | +1,317+0.6% | Added |
| Evergreen Capital Management LLC | 233,586 | $5.74M | 0.23% | +39,557+20.4% | Added |
| McGowan Group Asset Management, Inc. | 218,565 | $5.37M | 0.94% | −8,711−3.8% | Reduced |
| Advisor Group Holdings, Inc. | 216,454 | $5.32M | 0.01% | +19,923+10.1% | Added |
| New York State Teachers Retirement System | 212,244 | $5.21M | 0.01% | −77,046−26.6% | Reduced |
| Public Employees Retirement System of Ohio | 205,134 | $5.04M | 0.02% | +18,464+9.9% | Added |
| Boston Financial Mangement LLC | 200,000 | $4.91M | 0.18% | 00.0% | Unchanged |
| Franklin Resources Inc | 199,554 | $4.90M | 0.00% | −65,752−24.8% | Reduced |
| State Board of Administration of Florida Retirement System | 194,005 | $4.77M | 0.01% | −30,181−13.5% | Reduced |
| Putnam Investments LLC | 193,499 | $4.75M | 0.01% | −13,225−6.4% | Reduced |
| Marshall Wace, LLP | 186,902 | $4.59M | 0.01% | +186,902 | New |
| Mutual of America Capital Management LLC | 182,860 | $4.49M | 0.05% | +2,766+1.5% | Added |
| Robeco Institutional Asset Management B.V. | 181,746 | $4.46M | 0.01% | −130,641−41.8% | Reduced |
| Commonwealth Equity Services, LLC | 178,630 | $4.39M | 0.01% | −13,819−7.2% | Reduced |
| ExodusPoint Capital Management, LP | 172,233 | $4.23M | 0.05% | +18,719+12.2% | Added |
| Barnett & Company, Inc. | 164,650 | $4.04M | 2.82% | +3,900+2.4% | Added |
| LPL Financial LLC | 158,353 | $3.89M | 0.00% | +10,042+6.8% | Added |
| Voya Investment Management LLC | 156,101 | $3.84M | 0.01% | +35,910+29.9% | Added |
| Quantbot Technologies LP | 153,653 | $3.77M | 0.31% | +102,105+198.1% | Added |
| CIBC World Markets Corp | 150,000 | $3.69M | 0.02% | +150,000 | New |
| Canada Pension Plan Investment Board | 150,000 | $3.69M | 0.00% | +150,000 | New |
| Texas Permanent School Fund | 148,050 | $3.64M | 0.04% | −3,147−2.1% | Reduced |
| Amalgamated Bank | 146,486 | $3.60M | 0.03% | −30,005−17.0% | Reduced |
| Janney Montgomery Scott LLC | 145,697 | $3.58M | 0.01% | +6,784+4.9% | Added |
| Storebrand Asset Management AS | 141,148 | $3.47M | 0.02% | −70,590−33.3% | Reduced |