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 |
|---|---|---|---|---|---|
| Azora Capital LP | 179,430 | $6.10M | 1.50% | +179,430 | New |
| Squarepoint Ops LLC | 180,740 | $6.15M | 0.06% | −142,265−44.0% | Reduced |
| Foundry Partners, LLC | 184,396 | $6.27M | 0.38% | −16,627−8.3% | Reduced |
| State Board of Administration of Florida Retirement System | 186,583 | $6.35M | 0.02% | −8,204−4.2% | Reduced |
| Raymond James & Associates | 187,753 | $6.39M | 0.01% | −3,409−1.8% | Reduced |
| Public Employees Retirement System of Ohio | 195,656 | $6.66M | 0.03% | −2,961−1.5% | Reduced |
| WBI Investments | 200,389 | $6.70M | 1.44% | −5,339−2.6% | Reduced |
| Boston Financial Mangement LLC | 200,000 | $6.80M | 0.29% | 00.0% | Unchanged |
| LPL Financial LLC | 203,439 | $6.92M | 0.01% | +22,547+12.5% | Added |
| Voya Investment Management LLC | 206,670 | $7.03M | 0.02% | −211,076−50.5% | Reduced |
| Storebrand Asset Management AS | 208,226 | $7.08M | 0.04% | 00.0% | Unchanged |
| Prudential Financial Inc | 237,656 | $7.25M | 0.01% | +210,780+784.3% | Added |
| Freemont Management S.A. | 213,600 | $7.27M | 1.26% | −10,400−4.6% | Reduced |
| Assenagon Asset Management S.A. | 216,862 | $7.38M | 0.03% | +216,862 | New |
| New York State Teachers Retirement System | 230,726 | $7.85M | 0.02% | +18,482+8.7% | Added |
| Gilman Hill Asset Management, LLC | 233,529 | $7.95M | 1.71% | +4,342+1.9% | Added |
| Advisor Group Holdings, Inc. | 239,446 | $8.14M | 0.02% | +5,949+2.5% | Added |
| New York State Common Retirement Fund | 240,379 | $8.18M | 0.01% | −11,932−4.7% | Reduced |
| Russell Investments Group, Ltd. | 248,658 | $8.46M | 0.02% | −174,873−41.3% | Reduced |
| Captrust Financial Advisors | 255,165 | $8.68M | 0.06% | +33,790+15.3% | Added |
| Barclays PLC | 261,251 | $8.89M | 0.01% | −15,668−5.7% | Reduced |
| California State Teachers Retirement System | 263,549 | $8.97M | 0.01% | −1,716−0.6% | Reduced |
| HRT Financial LP | 270,577 | $9.21M | 0.10% | +270,577 | New |
| Two Sigma Investments, LP | 270,779 | $9.21M | 0.03% | −531,288−66.2% | Reduced |
| Brookfield Asset Management Inc. | 276,452 | $9.40M | 0.04% | +46,698+20.3% | Added |
| Interval Partners, LP | 288,629 | $9.82M | 0.70% | +288,629 | New |
| Credit Suisse AG | 309,786 | $10.5M | 0.01% | −23,212−7.0% | Reduced |
| Alliancebernstein L.P. | 309,951 | $10.5M | 0.00% | −277,817−47.3% | Reduced |
| Franklin Resources Inc | 317,836 | $10.8M | 0.01% | +106,888+50.7% | Added |
| American International Group, Inc. | 332,240 | $11.3M | 0.08% | −14,105−4.1% | Reduced |
| Gateway Investment Advisers LLC | 341,273 | $11.6M | 0.13% | +703+0.2% | Added |
| Wells Fargo & Company | 359,041 | $12.2M | 0.00% | −127,458−26.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 359,583 | $12.2M | 0.23% | +64,765+22.0% | Added |
| Boston Common Asset Management, LLC | 362,449 | $12.3M | 0.61% | −58,794−14.0% | Reduced |
| California Public Employees Retirement System | 374,280 | $12.7M | 0.01% | −17,767−4.5% | Reduced |
| American Century Companies Inc | 407,184 | $13.9M | 0.01% | +85,964+26.8% | Added |
| Truist Financial Corp | 413,184 | $14.1M | 0.03% | +45,089+12.2% | Added |
| UBS Group AG | 413,642 | $14.1M | 0.01% | −62,703−13.2% | Reduced |
| McGowan Group Asset Management, Inc. | 427,699 | $14.6M | 2.44% | +213,607+99.8% | Added |
| Ci Investments Inc. | 434,705 | $14.8M | 0.07% | −6,502−1.5% | Reduced |
| Guggenheim Capital LLC | 438,421 | $14.9M | 0.12% | +64,640+17.3% | Added |
| Swiss National Bank | 481,600 | $16.4M | 0.01% | −1,800−0.4% | Reduced |
| Mackenzie Financial Corp | 495,753 | $16.9M | 0.03% | −106,159−17.6% | Reduced |
| Ameriprise Financial Inc | 500,402 | $17.0M | 0.01% | +4,967+1.0% | Added |
| UBS Asset Management Americas Inc | 504,796 | $17.2M | 0.01% | +67,144+15.3% | Added |
| Bank of America Corp | 518,233 | $17.6M | 0.00% | −102,124−16.5% | Reduced |
| Citadel Advisors LLC | 519,743 | $17.7M | 0.02% | −433,815−45.5% | Reduced |
| Schroder Investment Management Group | 526,556 | $18.1M | 0.03% | −53,355−9.2% | Reduced |
| JPMorgan Chase & Co | 547,652 | $18.6M | 0.00% | +66,035+13.7% | Added |
| Retirement Systems of Alabama | 556,108 | $18.9M | 0.08% | −3,357−0.6% | Reduced |
| Legal & General Group Plc | 565,185 | $19.2M | 0.01% | +33,807+6.4% | Added |
| Rhumbline Advisers | 581,233 | $19.8M | 0.03% | +43,979+8.2% | Added |
| Grace & White Inc | 603,252 | $20.5M | 4.28% | −37,800−5.9% | Reduced |
| Man Group plc | – | $21.1M | 0.09% | – | – |
| Macquarie Group Ltd | 627,029 | $21.3M | 0.02% | −1,167−0.2% | Reduced |
| Millennium Management LLC | 629,219 | $21.4M | 0.03% | +311,836+98.3% | Added |
| Thrivent Financial for Lutherans | 677,233 | $23.0M | 0.06% | +20,937+3.2% | Added |
| Manufacturers Life Insurance Company, The | 781,969 | $26.6M | 0.02% | −2,009−0.3% | Reduced |
| Principal Financial Group Inc | 791,738 | $26.9M | 0.02% | −48,882−5.8% | Reduced |
| Wedge Capital Management L L P | 831,124 | $28.3M | 0.45% | +821,252+8,319.0% | Added |
| Clearbridge Investments, LLC | 873,525 | $29.7M | 0.03% | −1,053,065−54.7% | Reduced |
| Point72 Asset Management, L.P. | 896,800 | $30.5M | 0.14% | +390,200+77.0% | Added |
| Schonfeld Strategic Advisors LLC | 903,352 | $30.7M | 0.32% | +328,452+57.1% | Added |
| Bain Capital Public Equity Management II, LLC | 948,148 | $32.3M | 1.86% | +948,148 | New |
| Nuveen Asset Management, LLC | 988,654 | $33.6M | 0.01% | +76,518+8.4% | Added |
| AQR Capital Management LLC | 1,095,654 | $36.8M | 0.08% | −182,042−14.2% | Reduced |
| Victory Capital Management Inc | 1,259,907 | $42.9M | 0.05% | +539,123+74.8% | Added |
| First Trust Advisors LP | 1,294,983 | $44.1M | 0.05% | −372,281−22.3% | Reduced |
| Moore Capital Management, LP | 1,300,000 | $44.2M | 1.34% | +676,001+108.3% | Added |
| Northern Trust Corp | 1,733,458 | $59.0M | 0.01% | −91,000−5.0% | Reduced |
| Two Sigma Advisers, LP | 1,990,200 | $67.7M | 0.19% | −18,100−0.9% | Reduced |
| Jacobs Levy Equity Management, Inc | 2,069,188 | $70.4M | 0.54% | −474,128−18.6% | Reduced |
| Invesco Ltd. | 2,389,352 | $81.3M | 0.02% | −244,776−9.3% | Reduced |
| Goldman Sachs Group Inc | 2,642,487 | $89.9M | 0.03% | +81,853+3.2% | Added |
| Geode Capital Management, LLC | 2,695,028 | $91.7M | 0.01% | −72,748−2.6% | Reduced |
| LSV Asset Management | 3,195,772 | $108.7M | 0.24% | −354,274−10.0% | Reduced |
| Bank of New York Mellon Corp | 3,277,385 | $111.5M | 0.03% | +13,395+0.4% | Added |
| Morgan Stanley | 3,836,163 | $130.5M | 0.02% | +2,274,865+145.7% | Added |
| Viking Global Investors LPSuperinvestorViking Global Investors | 4,310,548 | $146.6M | 0.67% | +3,172,903+278.9% | Added |
| Donald Smith & Co., Inc. | 4,415,045 | $150.2M | 6.76% | −499,906−10.2% | Reduced |
| Charles Schwab Investment Management Inc | 4,443,280 | $151.2M | 0.05% | +150,067+3.5% | Added |
| State Street Corp | 7,106,074 | $241.7M | 0.01% | +166,022+2.4% | Added |
| Dimensional Fund Advisors LP | 8,632,252 | $293.7M | 0.11% | +247,936+3.0% | Added |
| Norges Bank | 10,686,467 | $363.6M | 0.09% | +92,461+0.9% | Added |
| FMR LLC | 18,055,606 | $614.3M | 0.06% | −165,928−0.9% | Reduced |
| Vanguard Group Inc | 20,026,210 | $681.3M | 0.02% | −1,410,354−6.6% | Reduced |
| BlackRock Inc. | 23,893,098 | $812.8M | 0.03% | +211,613+0.9% | Added |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −793,400−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −297,000−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −233,256−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −120,435−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −101,020−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −53,000−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −45,339−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −43,660−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −36,224−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −33,851−100.0% | Sold out |
| HITE Hedge Asset Management LLC | 0 | $0 | 0.00% | −31,915−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −28,104−100.0% | Sold out |
| Rockland Trust Co | 0 | $0 | 0.00% | −25,685−100.0% | Sold out |