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 2022
Institutional positions in Unum Group as of Mar 31, 2022. 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
- 466
- +27 vs. Q4 2021
- Shares held
- 170.1M
- +3.57M (+2.1%) vs. Q4 2021
- Total value
- $5.36B
- +$1.27B (+31.0%) vs. Q4 2021
- New holders
- 76
- 148 more added
- Sold out
- 49
- 152 more reduced
5 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Unum Group; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 23,681,485 | $746.2M | 0.02% | +836,407+3.7% | Added |
| Vanguard Group Inc | 21,436,564 | $675.5M | 0.02% | −391,019−1.8% | Reduced |
| FMR LLC | 18,221,534 | $574.2M | 0.05% | +826,279+4.8% | Added |
| Norges Bank | 10,594,006 | $333.8M | 0.07% | +6,339,567+149.0% | Added |
| Dimensional Fund Advisors LP | 8,384,316 | $264.2M | 0.08% | +388,508+4.9% | Added |
| State Street Corp | 6,940,052 | $218.7M | 0.01% | +557,474+8.7% | Added |
| Donald Smith & Co., Inc. | 4,914,951 | $154.9M | 5.63% | −296,085−5.7% | Reduced |
| Charles Schwab Investment Management Inc | 4,293,213 | $135.3M | 0.04% | +288,209+7.2% | Added |
| LSV Asset Management | 3,550,046 | $111.9M | 0.21% | −130,427−3.5% | Reduced |
| Bank of New York Mellon Corp | 3,263,990 | $102.8M | 0.02% | −360,665−10.0% | Reduced |
| Geode Capital Management, LLC | 2,767,776 | $87.2M | 0.01% | −191,311−6.5% | Reduced |
| Invesco Ltd. | 2,634,128 | $83.0M | 0.02% | −211,547−7.4% | Reduced |
| Goldman Sachs Group Inc | 2,560,634 | $80.7M | 0.02% | +18,330+0.7% | Added |
| Jacobs Levy Equity Management, Inc | 2,543,316 | $80.1M | 0.54% | −81,310−3.1% | Reduced |
| Parametric Portfolio Associates LLC | 2,234,356 | $70.4M | 0.04% | −170,048−7.1% | Reduced |
| Two Sigma Advisers, LP | 2,008,300 | $63.3M | 0.17% | −119,000−5.6% | Reduced |
| Clearbridge Investments, LLC | 1,926,590 | $60.7M | 0.05% | −119,583−5.8% | Reduced |
| Deutsche Bank AG | 1,905,498 | $60.0M | 0.03% | +1,855,573+3,716.7% | Added |
| Northern Trust Corp | 1,824,458 | $57.5M | 0.01% | −73,732−3.9% | Reduced |
| First Trust Advisors LP | 1,667,264 | $52.5M | 0.05% | +415,756+33.2% | Added |
| Morgan Stanley | 1,561,298 | $49.2M | 0.01% | −175,468−10.1% | Reduced |
| AQR Capital Management LLC | 1,277,696 | $40.3M | 0.08% | +82,123+6.9% | Added |
| Viking Global Investors LPSuperinvestorViking Global Investors | 1,137,645 | $35.8M | 0.14% | +1,137,645 | New |
| Citadel Advisors LLC | 953,558 | $30.0M | 0.03% | +362,313+61.3% | Added |
| Nuveen Asset Management, LLC | 912,136 | $27.1M | 0.01% | +403,858+79.5% | Added |
| Principal Financial Group Inc | 840,620 | $26.5M | 0.02% | +145,757+21.0% | Added |
| Two Sigma Investments, LP | 802,067 | $25.3M | 0.08% | −629,976−44.0% | Reduced |
| Renaissance Technologies LLC | 793,400 | $25.0M | 0.03% | +93,900+13.4% | Added |
| Manufacturers Life Insurance Company, The | 783,978 | $24.7M | 0.02% | −40,744−4.9% | Reduced |
| Victory Capital Management Inc | 720,784 | $22.6M | 0.02% | +667,949+1,264.2% | Added |
| Thrivent Financial for Lutherans | 656,296 | $20.7M | 0.04% | −597−0.1% | Reduced |
| Grace & White Inc | 641,052 | $20.2M | 3.80% | −21,400−3.2% | Reduced |
| Macquarie Group Ltd | 628,196 | $19.8M | 0.02% | 00.0% | Unchanged |
| Moore Capital Management, LP | 623,999 | $19.7M | 0.65% | +623,999 | New |
| Bank of America Corp | 620,357 | $19.5M | 0.00% | +26,251+4.4% | Added |
| Mackenzie Financial Corp | 601,912 | $19.0M | 0.03% | −24,651−3.9% | Reduced |
| Alliancebernstein L.P. | 587,768 | $18.5M | 0.01% | +250,514+74.3% | Added |
| Schroder Investment Management Group | 579,911 | $18.3M | 0.02% | +304+0.1% | Added |
| Schonfeld Strategic Advisors LLC | 574,900 | $18.1M | 0.20% | +574,900 | New |
| Retirement Systems of Alabama | 559,465 | $17.6M | 0.06% | +539+0.1% | Added |
| Rhumbline Advisers | 537,254 | $16.9M | 0.02% | −4,977−0.9% | Reduced |
| Prana Capital Management, LP | 536,607 | $16.9M | 1.35% | +233,031+76.8% | Added |
| Legal & General Group Plc | 531,378 | $16.7M | 0.01% | −16,776−3.1% | Reduced |
| Point72 Asset Management, L.P. | 506,600 | $16.0M | 0.07% | +506,600 | New |
| Ameriprise Financial Inc | 495,435 | $15.6M | 0.00% | −1,691−0.3% | Reduced |
| Wells Fargo & Company | 486,499 | $15.3M | 0.00% | −7,667−1.6% | Reduced |
| Swiss National Bank | 483,400 | $15.2M | 0.01% | +33,300+7.4% | Added |
| JPMorgan Chase & Co | 481,617 | $15.2M | 0.00% | −108,949−18.4% | Reduced |
| UBS Group AG | 476,345 | $15.0M | 0.01% | −26,319−5.2% | Reduced |
| Man Group plc | 470,033 | $14.8M | 0.05% | −255,265−35.2% | Reduced |
| Ci Investments Inc. | 441,207 | $13.9M | 0.05% | +72,905+19.8% | Added |
| UBS Asset Management Americas Inc | 437,652 | $13.8M | 0.01% | −803−0.2% | Reduced |
| Russell Investments Group, Ltd. | 423,531 | $13.3M | 0.02% | −115,674−21.5% | Reduced |
| Boston Common Asset Management, LLC | 421,243 | $13.3M | 0.57% | +4,369+1.0% | Added |
| Voya Investment Management LLC | 417,746 | $13.2M | 0.03% | +261,645+167.6% | Added |
| Virginia Retirement Systems Et Al | 402,900 | $12.7M | 0.12% | −29,600−6.8% | Reduced |
| California Public Employees Retirement System | 392,047 | $12.4M | 0.01% | −41,367−9.5% | Reduced |
| Guggenheim Capital LLC | 373,781 | $11.8M | 0.07% | +106,407+39.8% | Added |
| Truist Financial Corp | 368,095 | $11.6M | 0.02% | +4,315+1.2% | Added |
| American International Group, Inc. | 346,345 | $10.9M | 0.06% | +597+0.2% | Added |
| Gateway Investment Advisers LLC | 340,570 | $10.7M | 0.11% | +1,832+0.5% | Added |
| Credit Suisse AG | 332,998 | $10.5M | 0.01% | −11,762−3.4% | Reduced |
| Jane Street Group, LLC | 325,914 | $10.3M | 0.02% | +295,921+986.6% | Added |
| Squarepoint Ops LLC | 323,005 | $10.2M | 0.08% | −97,118−23.1% | Reduced |
| American Century Companies Inc | 321,220 | $10.1M | 0.01% | +83,278+35.0% | Added |
| Millennium Management LLC | 317,383 | $10.0M | 0.01% | −1,168,466−78.6% | Reduced |
| DekaBank Deutsche Girozentrale | 297,000 | $9.36M | 0.02% | +297,000 | New |
| O'Shaughnessy Asset Management, LLC | 294,818 | $9.29M | 0.15% | +280,039+1,894.8% | Added |
| Barclays PLC | 276,919 | $8.73M | 0.01% | −39,756−12.6% | Reduced |
| Brandywine Global Investment Management, LLC | 274,970 | $8.66M | 0.06% | +12,032+4.6% | Added |
| California State Teachers Retirement System | 265,265 | $8.36M | 0.01% | −22,548−7.8% | Reduced |
| New York State Common Retirement Fund | 252,311 | $7.95M | 0.01% | −9,507−3.6% | Reduced |
| Advisor Group Holdings, Inc. | 233,497 | $7.79M | 0.02% | +17,043+7.9% | Added |
| Gillson Capital LP | 233,256 | $7.35M | 0.59% | +233,256 | New |
| Brookfield Asset Management Inc. | 229,754 | $7.24M | 0.03% | +143,119+165.2% | Added |
| Gilman Hill Asset Management, LLC | 229,187 | $7.22M | 1.64% | −6,767−2.9% | Reduced |
| Freemont Management S.A. | 224,000 | $7.06M | 1.07% | −98,300−30.5% | Reduced |
| Captrust Financial Advisors | 221,375 | $6.98M | 0.05% | +85,451+62.9% | Added |
| McGowan Group Asset Management, Inc. | 214,092 | $6.75M | 1.04% | −4,473−2.0% | Reduced |
| New York State Teachers Retirement System | 212,244 | $6.69M | 0.01% | 00.0% | Unchanged |
| Franklin Resources Inc | 210,948 | $6.65M | 0.00% | +11,394+5.7% | Added |
| Storebrand Asset Management AS | 208,226 | $6.56M | 0.03% | +67,078+47.5% | Added |
| Susquehanna International Group, LLP | 207,794 | $6.55M | 0.01% | −510,498−71.1% | Reduced |
| WBI Investments | 205,728 | $6.45M | 1.04% | +133,411+184.5% | Added |
| Foundry Partners, LLC | 201,023 | $6.33M | 0.32% | −420,748−67.7% | Reduced |
| Boston Financial Mangement LLC | 200,000 | $6.30M | 0.24% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 198,617 | $6.26M | 0.02% | −6,517−3.2% | Reduced |
| State Board of Administration of Florida Retirement System | 194,787 | $6.14M | 0.01% | +782+0.4% | Added |
| Raymond James & Associates | 191,162 | $6.02M | 0.01% | −79,706−29.4% | Reduced |
| Mutual of America Capital Management LLC | 186,433 | $5.88M | 0.06% | +3,573+2.0% | Added |
| Robeco Institutional Asset Management B.V. | 181,746 | $5.73M | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 180,892 | $5.70M | 0.00% | +22,539+14.2% | Added |
| Barnett & Company, Inc. | 173,400 | $5.46M | 3.88% | +8,750+5.3% | Added |
| Group One Trading, L.P. | 166,890 | $5.26M | 0.11% | +166,890 | New |
| Putnam Investments LLC | 166,603 | $5.25M | 0.01% | −26,896−13.9% | Reduced |
| Canada Pension Plan Investment Board | 160,500 | $5.06M | 0.01% | +10,500+7.0% | Added |
| Full18 Capital LLC | 165,841 | $4.95M | 1.14% | +165,841 | New |
| Voloridge Investment Management, LLC | 153,383 | $4.83M | 0.03% | −132,179−46.3% | Reduced |
| Miller Howard Investments Inc | 150,000 | $4.73M | 0.17% | −150,000−50.0% | Reduced |
| Janney Montgomery Scott LLC | 149,709 | $4.72M | 0.02% | +4,012+2.8% | Added |