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, Q3 2022
Institutional positions in Unum Group as of Sep 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
- 492
- +14 vs. Q2 2022
- Shares held
- 169.8M
- +1.27M (+0.8%) vs. Q2 2022
- Total value
- $6.59B
- +$834.1M (+14.5%) vs. Q2 2022
- New holders
- 67
- 164 more added
- Sold out
- 53
- 188 more reduced
9 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Unum Group; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 23,014,852 | $893.0M | 0.03% | −878,246−3.7% | Reduced |
| Vanguard Group Inc | 19,603,840 | $760.6M | 0.02% | −422,370−2.1% | Reduced |
| FMR LLC | 17,980,931 | $697.7M | 0.07% | −74,675−0.4% | Reduced |
| Norges Bank | 10,603,305 | $411.4M | 0.11% | −83,162−0.8% | Reduced |
| Dimensional Fund Advisors LP | 8,745,451 | $339.3M | 0.13% | +113,199+1.3% | Added |
| State Street Corp | 6,869,749 | $266.5M | 0.02% | −236,325−3.3% | Reduced |
| Viking Global Investors LPSuperinvestorViking Global Investors | 5,074,658 | $196.9M | 0.91% | +764,110+17.7% | Added |
| Charles Schwab Investment Management Inc | 4,615,538 | $179.1M | 0.06% | +172,258+3.9% | Added |
| Donald Smith & Co., Inc. | 4,351,582 | $168.8M | 7.53% | −63,463−1.4% | Reduced |
| Morgan Stanley | 3,951,925 | $153.3M | 0.02% | +115,762+3.0% | Added |
| LSV Asset Management | 3,101,313 | $120.3M | 0.28% | −94,459−3.0% | Reduced |
| Bank of New York Mellon Corp | 2,797,894 | $108.6M | 0.03% | −479,491−14.6% | Reduced |
| Goldman Sachs Group Inc | 2,661,720 | $103.3M | 0.03% | +19,233+0.7% | Added |
| Geode Capital Management, LLC | 2,639,669 | $102.4M | 0.02% | −55,359−2.1% | Reduced |
| Invesco Ltd. | 2,371,449 | $92.0M | 0.03% | −17,903−0.7% | Reduced |
| Two Sigma Advisers, LP | 1,768,500 | $68.6M | 0.20% | −221,700−11.1% | Reduced |
| Moore Capital Management, LP | 1,657,618 | $64.3M | 1.77% | +357,618+27.5% | Added |
| Northern Trust Corp | 1,650,872 | $64.1M | 0.01% | −82,586−4.8% | Reduced |
| AQR Capital Management LLC | 1,530,996 | $59.4M | 0.14% | +435,342+39.7% | Added |
| Millennium Management LLC | 1,273,209 | $49.4M | 0.06% | +643,990+102.3% | Added |
| Point72 Asset Management, L.P. | 1,162,510 | $45.1M | 0.20% | +265,710+29.6% | Added |
| Victory Capital Management Inc | 1,088,687 | $42.2M | 0.05% | −171,220−13.6% | Reduced |
| First Trust Advisors LP | 1,072,283 | $41.6M | 0.05% | −222,700−17.2% | Reduced |
| Nuveen Asset Management, LLC | 972,177 | $37.7M | 0.02% | −16,477−1.7% | Reduced |
| Bain Capital Public Equity Management II, LLC | 939,996 | $36.5M | 2.03% | −8,152−0.9% | Reduced |
| Clearbridge Investments, LLC | 847,098 | $32.9M | 0.03% | −26,427−3.0% | Reduced |
| AXA S.A. | 845,231 | $32.8M | 0.13% | +680,241+412.3% | Added |
| Wedge Capital Management L L P | 747,181 | $29.0M | 0.49% | −83,943−10.1% | Reduced |
| Principal Financial Group Inc | 734,968 | $28.5M | 0.02% | −56,770−7.2% | Reduced |
| Manufacturers Life Insurance Company, The | 727,656 | $28.2M | 0.02% | −54,313−6.9% | Reduced |
| Thrivent Financial for Lutherans | 682,202 | $26.5M | 0.07% | +4,969+0.7% | Added |
| JPMorgan Chase & Co | 661,466 | $25.7M | 0.00% | +113,814+20.8% | Added |
| Assenagon Asset Management S.A. | 658,132 | $25.5M | 0.11% | +441,270+203.5% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 643,600 | $25.0M | 0.20% | +640,800+22,885.7% | Added |
| Macquarie Group Ltd | 624,016 | $24.3M | 0.03% | −3,013−0.5% | Reduced |
| Grace & White Inc | 581,752 | $22.6M | 4.87% | −21,500−3.6% | Reduced |
| Rhumbline Advisers | 576,681 | $22.4M | 0.03% | −4,552−0.8% | Reduced |
| Legal & General Group Plc | 554,485 | $21.5M | 0.01% | −10,700−1.9% | Reduced |
| Schroder Investment Management Group | 543,087 | $21.1M | 0.03% | +16,531+3.1% | Added |
| Bank of America Corp | 513,144 | $19.9M | 0.00% | −5,089−1.0% | Reduced |
| Man Group plc | 494,913 | $19.2M | 0.09% | – | – |
| California Public Employees Retirement System | 481,929 | $18.7M | 0.02% | +107,649+28.8% | Added |
| Swiss National Bank | 476,900 | $18.5M | 0.01% | −4,700−1.0% | Reduced |
| Retirement Systems of Alabama | 473,226 | $18.4M | 0.09% | −82,882−14.9% | Reduced |
| Ameriprise Financial Inc | 470,295 | $18.3M | 0.01% | −30,107−6.0% | Reduced |
| Prudential Financial Inc | 536,977 | $18.2M | 0.03% | +299,321+125.9% | Added |
| O'Shaughnessy Asset Management, LLC | 458,351 | $17.8M | 0.33% | +98,768+27.5% | Added |
| UBS Asset Management Americas Inc | 456,807 | $17.7M | 0.01% | −47,989−9.5% | Reduced |
| Interval Partners, LP | 453,839 | $17.6M | 1.04% | +165,210+57.2% | Added |
| Franklin Resources Inc | 442,115 | $17.2M | 0.01% | +124,279+39.1% | Added |
| Guggenheim Capital LLC | 432,220 | $16.8M | 0.15% | −6,201−1.4% | Reduced |
| American Century Companies Inc | 429,578 | $16.7M | 0.01% | +22,394+5.5% | Added |
| McGowan Group Asset Management, Inc. | 425,963 | $16.5M | 2.87% | −1,736−0.4% | Reduced |
| Truist Financial Corp | 410,477 | $15.9M | 0.03% | −2,707−0.7% | Reduced |
| Wells Fargo & Company | 405,225 | $15.7M | 0.01% | +46,184+12.9% | Added |
| UBS Group AG | 400,715 | $15.5M | 0.01% | −12,927−3.1% | Reduced |
| Boston Common Asset Management, LLC | 368,823 | $14.3M | 0.75% | +6,374+1.8% | Added |
| Virginia Retirement Systems Et Al | 367,100 | $14.2M | 0.16% | +367,100 | New |
| Hudson Bay Capital Management LP | 350,000 | $13.6M | 0.14% | +350,000 | New |
| Ci Investments Inc. | 341,764 | $13.3M | 0.07% | −92,941−21.4% | Reduced |
| Gateway Investment Advisers LLC | 337,488 | $13.1M | 0.16% | −3,785−1.1% | Reduced |
| Citadel Advisors LLC | 331,570 | $12.9M | 0.02% | −188,173−36.2% | Reduced |
| Voya Investment Management LLC | 328,892 | $12.8M | 0.02% | +122,222+59.1% | Added |
| Acadian Asset Management LLC | 318,776 | $12.4M | 0.07% | +229,075+255.4% | Added |
| Los Angeles Capital Management LLC | 299,637 | $11.6M | 0.06% | +299,637 | New |
| American International Group, Inc. | 296,805 | $11.5M | 0.08% | −35,435−10.7% | Reduced |
| Alliancebernstein L.P. | 292,240 | $11.3M | 0.01% | −17,711−5.7% | Reduced |
| Credit Suisse AG | 287,043 | $11.1M | 0.01% | −22,743−7.3% | Reduced |
| Philadelphia Financial Management of San Francisco, LLC | 285,729 | $11.1M | 3.86% | +285,729 | New |
| Azora Capital LP | 282,058 | $10.9M | 1.62% | +102,628+57.2% | Added |
| Artemis Investment Management LLP | 263,492 | $10.2M | 0.12% | +178,095+208.5% | Added |
| Triasima Portfolio Management inc. | 261,165 | $10.1M | 0.82% | +124,455+91.0% | Added |
| Schonfeld Strategic Advisors LLC | 260,393 | $10.1M | 0.08% | −642,959−71.2% | Reduced |
| California State Teachers Retirement System | 255,692 | $9.92M | 0.02% | −7,857−3.0% | Reduced |
| SEI Investments Co | 244,479 | $9.49M | 0.02% | +148,936+155.9% | Added |
| Advisor Group Holdings, Inc. | 240,545 | $9.33M | 0.02% | +1,099+0.5% | Added |
| Captrust Financial Advisors | 236,414 | $9.17M | 0.05% | −18,751−7.3% | Reduced |
| New York State Common Retirement Fund | 236,231 | $9.17M | 0.01% | −4,148−1.7% | Reduced |
| Gilman Hill Asset Management, LLC | 227,700 | $8.84M | 2.06% | −5,829−2.5% | Reduced |
| Two Sigma Investments, LP | 224,556 | $8.71M | 0.03% | −46,223−17.1% | Reduced |
| New York State Teachers Retirement System | 223,869 | $8.69M | 0.02% | −6,857−3.0% | Reduced |
| State of Tennessee, Treasury Department | 220,891 | $8.57M | 0.04% | +80,891+57.8% | Added |
| Stifel Financial Corp | 216,477 | $8.40M | 0.01% | +101,488+88.3% | Added |
| LPL Financial LLC | 214,642 | $8.33M | 0.01% | +11,203+5.5% | Added |
| Freemont Management S.A. | 208,700 | $8.10M | 1.48% | −4,900−2.3% | Reduced |
| Storebrand Asset Management AS | 208,226 | $8.08M | 0.05% | 00.0% | Unchanged |
| Raymond James & Associates | 207,058 | $8.03M | 0.01% | +19,305+10.3% | Added |
| Ensign Peak Advisors, Inc | 204,450 | $7.93M | 0.02% | +125,310+158.3% | Added |
| Barclays PLC | 200,040 | $7.76M | 0.01% | −61,211−23.4% | Reduced |
| Cubist Systematic Strategies, LLC | 198,686 | $7.71M | 0.06% | +31,478+18.8% | Added |
| Brookfield Asset Management Inc. | 198,042 | $7.68M | 0.03% | −78,410−28.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 196,762 | $7.63M | 0.01% | +192,172+4,186.8% | Added |
| State Board of Administration of Florida Retirement System | 184,203 | $7.15M | 0.02% | −2,380−1.3% | Reduced |
| Royal Bank of Canada | 181,645 | $7.05M | 0.00% | +99,806+122.0% | Added |
| Jacobs Levy Equity Management, Inc | 180,412 | $7.00M | 0.06% | −1,888,776−91.3% | Reduced |
| Edgestream Partners, L.P. | 178,974 | $6.94M | 0.54% | +106,199+145.9% | Added |
| Great West Life Assurance Co | 171,672 | $6.67M | 0.02% | +16,567+10.7% | Added |
| NewSquare Capital LLC | 170,755 | $6.63M | 0.83% | +8,426+5.2% | Added |
| Boston Financial Mangement LLC | 170,000 | $6.60M | 0.29% | −30,000−15.0% | Reduced |
| Janney Montgomery Scott LLC | 168,765 | $6.55M | 0.03% | +21,467+14.6% | Added |