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 2022
Institutional positions in Unum Group as of Jun 30, 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
- 487
- +29 vs. Q1 2022
- Shares held
- 168.8M
- +1.67M (+1.0%) vs. Q1 2022
- Total value
- $5.76B
- +$495.9M (+9.4%) vs. Q1 2022
- New holders
- 79
- 159 more added
- Sold out
- 50
- 166 more reduced
8 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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 2022
Shares, value and share of portfolio for each institution holding Unum Group; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 23,893,098 | $812.8M | 0.03% | +211,613+0.9% | Added |
| Vanguard Group Inc | 20,026,210 | $681.3M | 0.02% | −1,410,354−6.6% | Reduced |
| FMR LLC | 18,055,606 | $614.3M | 0.06% | −165,928−0.9% | Reduced |
| Norges Bank | 10,686,467 | $363.6M | 0.09% | +92,461+0.9% | Added |
| Dimensional Fund Advisors LP | 8,632,252 | $293.7M | 0.11% | +247,936+3.0% | Added |
| State Street Corp | 7,106,074 | $241.7M | 0.01% | +166,022+2.4% | Added |
| Charles Schwab Investment Management Inc | 4,443,280 | $151.2M | 0.05% | +150,067+3.5% | Added |
| Donald Smith & Co., Inc. | 4,415,045 | $150.2M | 6.76% | −499,906−10.2% | Reduced |
| Viking Global Investors LPSuperinvestorViking Global Investors | 4,310,548 | $146.6M | 0.67% | +3,172,903+278.9% | Added |
| Morgan Stanley | 3,836,163 | $130.5M | 0.02% | +2,274,865+145.7% | Added |
| Bank of New York Mellon Corp | 3,277,385 | $111.5M | 0.03% | +13,395+0.4% | Added |
| LSV Asset Management | 3,195,772 | $108.7M | 0.24% | −354,274−10.0% | Reduced |
| Geode Capital Management, LLC | 2,695,028 | $91.7M | 0.01% | −72,748−2.6% | Reduced |
| Goldman Sachs Group Inc | 2,642,487 | $89.9M | 0.03% | +81,853+3.2% | Added |
| Invesco Ltd. | 2,389,352 | $81.3M | 0.02% | −244,776−9.3% | Reduced |
| Jacobs Levy Equity Management, Inc | 2,069,188 | $70.4M | 0.54% | −474,128−18.6% | Reduced |
| Two Sigma Advisers, LP | 1,990,200 | $67.7M | 0.19% | −18,100−0.9% | Reduced |
| Northern Trust Corp | 1,733,458 | $59.0M | 0.01% | −91,000−5.0% | Reduced |
| Moore Capital Management, LP | 1,300,000 | $44.2M | 1.34% | +676,001+108.3% | Added |
| First Trust Advisors LP | 1,294,983 | $44.1M | 0.05% | −372,281−22.3% | Reduced |
| Victory Capital Management Inc | 1,259,907 | $42.9M | 0.05% | +539,123+74.8% | Added |
| AQR Capital Management LLC | 1,095,654 | $36.8M | 0.08% | −182,042−14.2% | Reduced |
| Nuveen Asset Management, LLC | 988,654 | $33.6M | 0.01% | +76,518+8.4% | Added |
| Bain Capital Public Equity Management II, LLC | 948,148 | $32.3M | 1.86% | +948,148 | New |
| Schonfeld Strategic Advisors LLC | 903,352 | $30.7M | 0.32% | +328,452+57.1% | Added |
| Point72 Asset Management, L.P. | 896,800 | $30.5M | 0.14% | +390,200+77.0% | Added |
| Clearbridge Investments, LLC | 873,525 | $29.7M | 0.03% | −1,053,065−54.7% | Reduced |
| Wedge Capital Management L L P | 831,124 | $28.3M | 0.45% | +821,252+8,319.0% | Added |
| Principal Financial Group Inc | 791,738 | $26.9M | 0.02% | −48,882−5.8% | Reduced |
| Manufacturers Life Insurance Company, The | 781,969 | $26.6M | 0.02% | −2,009−0.3% | Reduced |
| Thrivent Financial for Lutherans | 677,233 | $23.0M | 0.06% | +20,937+3.2% | Added |
| Millennium Management LLC | 629,219 | $21.4M | 0.03% | +311,836+98.3% | Added |
| Macquarie Group Ltd | 627,029 | $21.3M | 0.02% | −1,167−0.2% | Reduced |
| Man Group plc | – | $21.1M | 0.09% | – | – |
| Grace & White Inc | 603,252 | $20.5M | 4.28% | −37,800−5.9% | Reduced |
| Rhumbline Advisers | 581,233 | $19.8M | 0.03% | +43,979+8.2% | Added |
| Legal & General Group Plc | 565,185 | $19.2M | 0.01% | +33,807+6.4% | Added |
| Retirement Systems of Alabama | 556,108 | $18.9M | 0.08% | −3,357−0.6% | Reduced |
| JPMorgan Chase & Co | 547,652 | $18.6M | 0.00% | +66,035+13.7% | Added |
| Schroder Investment Management Group | 526,556 | $18.1M | 0.03% | −53,355−9.2% | Reduced |
| Citadel Advisors LLC | 519,743 | $17.7M | 0.02% | −433,815−45.5% | Reduced |
| Bank of America Corp | 518,233 | $17.6M | 0.00% | −102,124−16.5% | Reduced |
| UBS Asset Management Americas Inc | 504,796 | $17.2M | 0.01% | +67,144+15.3% | Added |
| Ameriprise Financial Inc | 500,402 | $17.0M | 0.01% | +4,967+1.0% | Added |
| Mackenzie Financial Corp | 495,753 | $16.9M | 0.03% | −106,159−17.6% | Reduced |
| Swiss National Bank | 481,600 | $16.4M | 0.01% | −1,800−0.4% | Reduced |
| Guggenheim Capital LLC | 438,421 | $14.9M | 0.12% | +64,640+17.3% | Added |
| Ci Investments Inc. | 434,705 | $14.8M | 0.07% | −6,502−1.5% | Reduced |
| McGowan Group Asset Management, Inc. | 427,699 | $14.6M | 2.44% | +213,607+99.8% | Added |
| UBS Group AG | 413,642 | $14.1M | 0.01% | −62,703−13.2% | Reduced |
| Truist Financial Corp | 413,184 | $14.1M | 0.03% | +45,089+12.2% | Added |
| American Century Companies Inc | 407,184 | $13.9M | 0.01% | +85,964+26.8% | Added |
| California Public Employees Retirement System | 374,280 | $12.7M | 0.01% | −17,767−4.5% | Reduced |
| Boston Common Asset Management, LLC | 362,449 | $12.3M | 0.61% | −58,794−14.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 359,583 | $12.2M | 0.23% | +64,765+22.0% | Added |
| Wells Fargo & Company | 359,041 | $12.2M | 0.00% | −127,458−26.2% | Reduced |
| Gateway Investment Advisers LLC | 341,273 | $11.6M | 0.13% | +703+0.2% | Added |
| American International Group, Inc. | 332,240 | $11.3M | 0.08% | −14,105−4.1% | Reduced |
| Franklin Resources Inc | 317,836 | $10.8M | 0.01% | +106,888+50.7% | Added |
| Alliancebernstein L.P. | 309,951 | $10.5M | 0.00% | −277,817−47.3% | Reduced |
| Credit Suisse AG | 309,786 | $10.5M | 0.01% | −23,212−7.0% | Reduced |
| Interval Partners, LP | 288,629 | $9.82M | 0.70% | +288,629 | New |
| Brookfield Asset Management Inc. | 276,452 | $9.40M | 0.04% | +46,698+20.3% | Added |
| Two Sigma Investments, LP | 270,779 | $9.21M | 0.03% | −531,288−66.2% | Reduced |
| HRT Financial LP | 270,577 | $9.21M | 0.10% | +270,577 | New |
| California State Teachers Retirement System | 263,549 | $8.97M | 0.01% | −1,716−0.6% | Reduced |
| Barclays PLC | 261,251 | $8.89M | 0.01% | −15,668−5.7% | Reduced |
| Captrust Financial Advisors | 255,165 | $8.68M | 0.06% | +33,790+15.3% | Added |
| Russell Investments Group, Ltd. | 248,658 | $8.46M | 0.02% | −174,873−41.3% | Reduced |
| New York State Common Retirement Fund | 240,379 | $8.18M | 0.01% | −11,932−4.7% | Reduced |
| Advisor Group Holdings, Inc. | 239,446 | $8.14M | 0.02% | +5,949+2.5% | Added |
| Gilman Hill Asset Management, LLC | 233,529 | $7.95M | 1.71% | +4,342+1.9% | Added |
| New York State Teachers Retirement System | 230,726 | $7.85M | 0.02% | +18,482+8.7% | Added |
| Assenagon Asset Management S.A. | 216,862 | $7.38M | 0.03% | +216,862 | New |
| Freemont Management S.A. | 213,600 | $7.27M | 1.26% | −10,400−4.6% | Reduced |
| Prudential Financial Inc | 237,656 | $7.25M | 0.01% | +210,780+784.3% | Added |
| Storebrand Asset Management AS | 208,226 | $7.08M | 0.04% | 00.0% | Unchanged |
| Voya Investment Management LLC | 206,670 | $7.03M | 0.02% | −211,076−50.5% | Reduced |
| LPL Financial LLC | 203,439 | $6.92M | 0.01% | +22,547+12.5% | Added |
| Boston Financial Mangement LLC | 200,000 | $6.80M | 0.29% | 00.0% | Unchanged |
| WBI Investments | 200,389 | $6.70M | 1.44% | −5,339−2.6% | Reduced |
| Public Employees Retirement System of Ohio | 195,656 | $6.66M | 0.03% | −2,961−1.5% | Reduced |
| Raymond James & Associates | 187,753 | $6.39M | 0.01% | −3,409−1.8% | Reduced |
| State Board of Administration of Florida Retirement System | 186,583 | $6.35M | 0.02% | −8,204−4.2% | Reduced |
| Foundry Partners, LLC | 184,396 | $6.27M | 0.38% | −16,627−8.3% | Reduced |
| Squarepoint Ops LLC | 180,740 | $6.15M | 0.06% | −142,265−44.0% | Reduced |
| Azora Capital LP | 179,430 | $6.10M | 1.50% | +179,430 | New |
| Barnett & Company, Inc. | 173,033 | $5.89M | 4.71% | −367−0.2% | Reduced |
| Cambria Investment Management, L.P. | 172,940 | $5.88M | 0.76% | +26,492+18.1% | Added |
| Mutual of America Capital Management LLC | 168,195 | $5.72M | 0.07% | −18,238−9.8% | Reduced |
| Amalgamated Bank | 168,072 | $5.72M | 0.05% | +26,488+18.7% | Added |
| Cubist Systematic Strategies, LLC | 167,208 | $5.69M | 0.04% | +109,196+188.2% | Added |
| AXA S.A. | 164,990 | $5.61M | 0.02% | +105,790+178.7% | Added |
| NewSquare Capital LLC | 162,329 | $5.52M | 0.71% | +17,984+12.5% | Added |
| Putnam Investments LLC | 161,128 | $5.48M | 0.01% | −5,475−3.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 156,381 | $5.32M | 0.02% | −25,365−14.0% | Reduced |
| Great West Life Assurance Co | 155,105 | $5.28M | 0.01% | +13,732+9.7% | Added |
| Janney Montgomery Scott LLC | 147,298 | $5.05M | 0.02% | −2,411−1.6% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 148,208 | $5.04M | 0.02% | +71,016+92.0% | Added |
| Voloridge Investment Management, LLC | 147,520 | $5.02M | 0.03% | −5,863−3.8% | Reduced |