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 |
|---|---|---|---|---|---|
| Millennium Management LLC | 317,383 | $10.0M | 0.01% | −1,168,466−78.6% | Reduced |
| American Century Companies Inc | 321,220 | $10.1M | 0.01% | +83,278+35.0% | Added |
| Squarepoint Ops LLC | 323,005 | $10.2M | 0.08% | −97,118−23.1% | Reduced |
| Jane Street Group, LLC | 325,914 | $10.3M | 0.02% | +295,921+986.6% | Added |
| Credit Suisse AG | 332,998 | $10.5M | 0.01% | −11,762−3.4% | Reduced |
| Gateway Investment Advisers LLC | 340,570 | $10.7M | 0.11% | +1,832+0.5% | Added |
| American International Group, Inc. | 346,345 | $10.9M | 0.06% | +597+0.2% | Added |
| Truist Financial Corp | 368,095 | $11.6M | 0.02% | +4,315+1.2% | Added |
| Guggenheim Capital LLC | 373,781 | $11.8M | 0.07% | +106,407+39.8% | Added |
| California Public Employees Retirement System | 392,047 | $12.4M | 0.01% | −41,367−9.5% | Reduced |
| Virginia Retirement Systems Et Al | 402,900 | $12.7M | 0.12% | −29,600−6.8% | Reduced |
| Voya Investment Management LLC | 417,746 | $13.2M | 0.03% | +261,645+167.6% | Added |
| Boston Common Asset Management, LLC | 421,243 | $13.3M | 0.57% | +4,369+1.0% | Added |
| Russell Investments Group, Ltd. | 423,531 | $13.3M | 0.02% | −115,674−21.5% | Reduced |
| UBS Asset Management Americas Inc | 437,652 | $13.8M | 0.01% | −803−0.2% | Reduced |
| Ci Investments Inc. | 441,207 | $13.9M | 0.05% | +72,905+19.8% | Added |
| Man Group plc | 470,033 | $14.8M | 0.05% | −255,265−35.2% | Reduced |
| UBS Group AG | 476,345 | $15.0M | 0.01% | −26,319−5.2% | Reduced |
| JPMorgan Chase & Co | 481,617 | $15.2M | 0.00% | −108,949−18.4% | Reduced |
| Swiss National Bank | 483,400 | $15.2M | 0.01% | +33,300+7.4% | Added |
| Wells Fargo & Company | 486,499 | $15.3M | 0.00% | −7,667−1.6% | Reduced |
| Ameriprise Financial Inc | 495,435 | $15.6M | 0.00% | −1,691−0.3% | Reduced |
| Point72 Asset Management, L.P. | 506,600 | $16.0M | 0.07% | +506,600 | New |
| Legal & General Group Plc | 531,378 | $16.7M | 0.01% | −16,776−3.1% | Reduced |
| Prana Capital Management, LP | 536,607 | $16.9M | 1.35% | +233,031+76.8% | Added |
| Rhumbline Advisers | 537,254 | $16.9M | 0.02% | −4,977−0.9% | Reduced |
| Retirement Systems of Alabama | 559,465 | $17.6M | 0.06% | +539+0.1% | Added |
| Schonfeld Strategic Advisors LLC | 574,900 | $18.1M | 0.20% | +574,900 | New |
| Schroder Investment Management Group | 579,911 | $18.3M | 0.02% | +304+0.1% | Added |
| Alliancebernstein L.P. | 587,768 | $18.5M | 0.01% | +250,514+74.3% | Added |
| Mackenzie Financial Corp | 601,912 | $19.0M | 0.03% | −24,651−3.9% | Reduced |
| Bank of America Corp | 620,357 | $19.5M | 0.00% | +26,251+4.4% | Added |
| Moore Capital Management, LP | 623,999 | $19.7M | 0.65% | +623,999 | New |
| Macquarie Group Ltd | 628,196 | $19.8M | 0.02% | 00.0% | Unchanged |
| Grace & White Inc | 641,052 | $20.2M | 3.80% | −21,400−3.2% | Reduced |
| Thrivent Financial for Lutherans | 656,296 | $20.7M | 0.04% | −597−0.1% | Reduced |
| Victory Capital Management Inc | 720,784 | $22.6M | 0.02% | +667,949+1,264.2% | Added |
| Manufacturers Life Insurance Company, The | 783,978 | $24.7M | 0.02% | −40,744−4.9% | Reduced |
| Renaissance Technologies LLC | 793,400 | $25.0M | 0.03% | +93,900+13.4% | Added |
| Two Sigma Investments, LP | 802,067 | $25.3M | 0.08% | −629,976−44.0% | Reduced |
| Principal Financial Group Inc | 840,620 | $26.5M | 0.02% | +145,757+21.0% | Added |
| Nuveen Asset Management, LLC | 912,136 | $27.1M | 0.01% | +403,858+79.5% | Added |
| Citadel Advisors LLC | 953,558 | $30.0M | 0.03% | +362,313+61.3% | Added |
| Viking Global Investors LPSuperinvestorViking Global Investors | 1,137,645 | $35.8M | 0.14% | +1,137,645 | New |
| AQR Capital Management LLC | 1,277,696 | $40.3M | 0.08% | +82,123+6.9% | Added |
| Morgan Stanley | 1,561,298 | $49.2M | 0.01% | −175,468−10.1% | Reduced |
| First Trust Advisors LP | 1,667,264 | $52.5M | 0.05% | +415,756+33.2% | Added |
| Northern Trust Corp | 1,824,458 | $57.5M | 0.01% | −73,732−3.9% | Reduced |
| Deutsche Bank AG | 1,905,498 | $60.0M | 0.03% | +1,855,573+3,716.7% | Added |
| Clearbridge Investments, LLC | 1,926,590 | $60.7M | 0.05% | −119,583−5.8% | Reduced |
| Two Sigma Advisers, LP | 2,008,300 | $63.3M | 0.17% | −119,000−5.6% | Reduced |
| Parametric Portfolio Associates LLC | 2,234,356 | $70.4M | 0.04% | −170,048−7.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 2,543,316 | $80.1M | 0.54% | −81,310−3.1% | Reduced |
| Goldman Sachs Group Inc | 2,560,634 | $80.7M | 0.02% | +18,330+0.7% | Added |
| Invesco Ltd. | 2,634,128 | $83.0M | 0.02% | −211,547−7.4% | Reduced |
| Geode Capital Management, LLC | 2,767,776 | $87.2M | 0.01% | −191,311−6.5% | Reduced |
| Bank of New York Mellon Corp | 3,263,990 | $102.8M | 0.02% | −360,665−10.0% | Reduced |
| LSV Asset Management | 3,550,046 | $111.9M | 0.21% | −130,427−3.5% | Reduced |
| Charles Schwab Investment Management Inc | 4,293,213 | $135.3M | 0.04% | +288,209+7.2% | Added |
| Donald Smith & Co., Inc. | 4,914,951 | $154.9M | 5.63% | −296,085−5.7% | Reduced |
| State Street Corp | 6,940,052 | $218.7M | 0.01% | +557,474+8.7% | Added |
| Dimensional Fund Advisors LP | 8,384,316 | $264.2M | 0.08% | +388,508+4.9% | Added |
| Norges Bank | 10,594,006 | $333.8M | 0.07% | +6,339,567+149.0% | Added |
| FMR LLC | 18,221,534 | $574.2M | 0.05% | +826,279+4.8% | Added |
| Vanguard Group Inc | 21,436,564 | $675.5M | 0.02% | −391,019−1.8% | Reduced |
| BlackRock Inc. | 23,681,485 | $746.2M | 0.02% | +836,407+3.7% | Added |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −4,923,009−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −570,019−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −370,300−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −317,069−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −186,902−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −153,653−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −138,239−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −103,846−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −97,135−100.0% | Sold out |
| Capitolis Advisors LLC | 0 | $0 | 0.00% | −91,511−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −84,967−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −74,581−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −71,794−100.0% | Sold out |
| Standard Life Aberdeen plc | 0 | $0 | 0.00% | −51,922−100.0% | Sold out |
| Polianta Ltd | 0 | $0 | 0.00% | −50,900−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −40,300−100.0% | Sold out |
| Kelly Lawrence W & Associates Inc | 0 | $0 | 0.00% | −36,875−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −36,568−100.0% | Sold out |
| Trilogy Capital Inc. | 0 | $0 | 0.00% | −36,168−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −47,270−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −29,101−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −26,922−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −26,209−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −25,985−100.0% | Sold out |
| Brooks, Moore & Associates, Inc. | 0 | $0 | 0.00% | −22,348−100.0% | Sold out |
| Financial Advisors Network, Inc. | 0 | $0 | 0.00% | −17,066−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −16,213−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −15,697−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −13,471−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −13,300−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −12,042−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −11,626−100.0% | Sold out |
| qPULA Trading Management LP | 0 | $0 | 0.00% | −11,117−100.0% | Sold out |