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 |
|---|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | 196,762 | $7.63M | 0.01% | +192,172+4,186.8% | Added |
| Brookfield Asset Management Inc. | 198,042 | $7.68M | 0.03% | −78,410−28.4% | Reduced |
| Cubist Systematic Strategies, LLC | 198,686 | $7.71M | 0.06% | +31,478+18.8% | Added |
| Barclays PLC | 200,040 | $7.76M | 0.01% | −61,211−23.4% | Reduced |
| Ensign Peak Advisors, Inc | 204,450 | $7.93M | 0.02% | +125,310+158.3% | Added |
| Raymond James & Associates | 207,058 | $8.03M | 0.01% | +19,305+10.3% | Added |
| Storebrand Asset Management AS | 208,226 | $8.08M | 0.05% | 00.0% | Unchanged |
| Freemont Management S.A. | 208,700 | $8.10M | 1.48% | −4,900−2.3% | Reduced |
| LPL Financial LLC | 214,642 | $8.33M | 0.01% | +11,203+5.5% | Added |
| Stifel Financial Corp | 216,477 | $8.40M | 0.01% | +101,488+88.3% | Added |
| State of Tennessee, Treasury Department | 220,891 | $8.57M | 0.04% | +80,891+57.8% | Added |
| New York State Teachers Retirement System | 223,869 | $8.69M | 0.02% | −6,857−3.0% | Reduced |
| Two Sigma Investments, LP | 224,556 | $8.71M | 0.03% | −46,223−17.1% | Reduced |
| Gilman Hill Asset Management, LLC | 227,700 | $8.84M | 2.06% | −5,829−2.5% | Reduced |
| New York State Common Retirement Fund | 236,231 | $9.17M | 0.01% | −4,148−1.7% | Reduced |
| Captrust Financial Advisors | 236,414 | $9.17M | 0.05% | −18,751−7.3% | Reduced |
| Advisor Group Holdings, Inc. | 240,545 | $9.33M | 0.02% | +1,099+0.5% | Added |
| SEI Investments Co | 244,479 | $9.49M | 0.02% | +148,936+155.9% | Added |
| California State Teachers Retirement System | 255,692 | $9.92M | 0.02% | −7,857−3.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 260,393 | $10.1M | 0.08% | −642,959−71.2% | Reduced |
| Triasima Portfolio Management inc. | 261,165 | $10.1M | 0.82% | +124,455+91.0% | Added |
| Artemis Investment Management LLP | 263,492 | $10.2M | 0.12% | +178,095+208.5% | Added |
| Azora Capital LP | 282,058 | $10.9M | 1.62% | +102,628+57.2% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 285,729 | $11.1M | 3.86% | +285,729 | New |
| Credit Suisse AG | 287,043 | $11.1M | 0.01% | −22,743−7.3% | Reduced |
| Alliancebernstein L.P. | 292,240 | $11.3M | 0.01% | −17,711−5.7% | Reduced |
| American International Group, Inc. | 296,805 | $11.5M | 0.08% | −35,435−10.7% | Reduced |
| Los Angeles Capital Management LLC | 299,637 | $11.6M | 0.06% | +299,637 | New |
| Acadian Asset Management LLC | 318,776 | $12.4M | 0.07% | +229,075+255.4% | Added |
| Voya Investment Management LLC | 328,892 | $12.8M | 0.02% | +122,222+59.1% | Added |
| Citadel Advisors LLC | 331,570 | $12.9M | 0.02% | −188,173−36.2% | Reduced |
| Gateway Investment Advisers LLC | 337,488 | $13.1M | 0.16% | −3,785−1.1% | Reduced |
| Ci Investments Inc. | 341,764 | $13.3M | 0.07% | −92,941−21.4% | Reduced |
| Hudson Bay Capital Management LP | 350,000 | $13.6M | 0.14% | +350,000 | New |
| Virginia Retirement Systems Et Al | 367,100 | $14.2M | 0.16% | +367,100 | New |
| Boston Common Asset Management, LLC | 368,823 | $14.3M | 0.75% | +6,374+1.8% | Added |
| UBS Group AG | 400,715 | $15.5M | 0.01% | −12,927−3.1% | Reduced |
| Wells Fargo & Company | 405,225 | $15.7M | 0.01% | +46,184+12.9% | Added |
| Truist Financial Corp | 410,477 | $15.9M | 0.03% | −2,707−0.7% | Reduced |
| McGowan Group Asset Management, Inc. | 425,963 | $16.5M | 2.87% | −1,736−0.4% | Reduced |
| American Century Companies Inc | 429,578 | $16.7M | 0.01% | +22,394+5.5% | Added |
| Guggenheim Capital LLC | 432,220 | $16.8M | 0.15% | −6,201−1.4% | Reduced |
| Franklin Resources Inc | 442,115 | $17.2M | 0.01% | +124,279+39.1% | Added |
| Interval Partners, LP | 453,839 | $17.6M | 1.04% | +165,210+57.2% | Added |
| UBS Asset Management Americas Inc | 456,807 | $17.7M | 0.01% | −47,989−9.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 458,351 | $17.8M | 0.33% | +98,768+27.5% | Added |
| Prudential Financial Inc | 536,977 | $18.2M | 0.03% | +299,321+125.9% | Added |
| Ameriprise Financial Inc | 470,295 | $18.3M | 0.01% | −30,107−6.0% | Reduced |
| Retirement Systems of Alabama | 473,226 | $18.4M | 0.09% | −82,882−14.9% | Reduced |
| Swiss National Bank | 476,900 | $18.5M | 0.01% | −4,700−1.0% | Reduced |
| California Public Employees Retirement System | 481,929 | $18.7M | 0.02% | +107,649+28.8% | Added |
| Man Group plc | 494,913 | $19.2M | 0.09% | – | – |
| Bank of America Corp | 513,144 | $19.9M | 0.00% | −5,089−1.0% | Reduced |
| Schroder Investment Management Group | 543,087 | $21.1M | 0.03% | +16,531+3.1% | Added |
| Legal & General Group Plc | 554,485 | $21.5M | 0.01% | −10,700−1.9% | Reduced |
| Rhumbline Advisers | 576,681 | $22.4M | 0.03% | −4,552−0.8% | Reduced |
| Grace & White Inc | 581,752 | $22.6M | 4.87% | −21,500−3.6% | Reduced |
| Macquarie Group Ltd | 624,016 | $24.3M | 0.03% | −3,013−0.5% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 643,600 | $25.0M | 0.20% | +640,800+22,885.7% | Added |
| Assenagon Asset Management S.A. | 658,132 | $25.5M | 0.11% | +441,270+203.5% | Added |
| JPMorgan Chase & Co | 661,466 | $25.7M | 0.00% | +113,814+20.8% | Added |
| Thrivent Financial for Lutherans | 682,202 | $26.5M | 0.07% | +4,969+0.7% | Added |
| Manufacturers Life Insurance Company, The | 727,656 | $28.2M | 0.02% | −54,313−6.9% | Reduced |
| Principal Financial Group Inc | 734,968 | $28.5M | 0.02% | −56,770−7.2% | Reduced |
| Wedge Capital Management L L P | 747,181 | $29.0M | 0.49% | −83,943−10.1% | Reduced |
| AXA S.A. | 845,231 | $32.8M | 0.13% | +680,241+412.3% | Added |
| Clearbridge Investments, LLC | 847,098 | $32.9M | 0.03% | −26,427−3.0% | Reduced |
| Bain Capital Public Equity Management II, LLC | 939,996 | $36.5M | 2.03% | −8,152−0.9% | Reduced |
| Nuveen Asset Management, LLC | 972,177 | $37.7M | 0.02% | −16,477−1.7% | Reduced |
| First Trust Advisors LP | 1,072,283 | $41.6M | 0.05% | −222,700−17.2% | Reduced |
| Victory Capital Management Inc | 1,088,687 | $42.2M | 0.05% | −171,220−13.6% | Reduced |
| Point72 Asset Management, L.P. | 1,162,510 | $45.1M | 0.20% | +265,710+29.6% | Added |
| Millennium Management LLC | 1,273,209 | $49.4M | 0.06% | +643,990+102.3% | Added |
| AQR Capital Management LLC | 1,530,996 | $59.4M | 0.14% | +435,342+39.7% | Added |
| Northern Trust Corp | 1,650,872 | $64.1M | 0.01% | −82,586−4.8% | Reduced |
| Moore Capital Management, LP | 1,657,618 | $64.3M | 1.77% | +357,618+27.5% | Added |
| Two Sigma Advisers, LP | 1,768,500 | $68.6M | 0.20% | −221,700−11.1% | Reduced |
| Invesco Ltd. | 2,371,449 | $92.0M | 0.03% | −17,903−0.7% | Reduced |
| Geode Capital Management, LLC | 2,639,669 | $102.4M | 0.02% | −55,359−2.1% | Reduced |
| Goldman Sachs Group Inc | 2,661,720 | $103.3M | 0.03% | +19,233+0.7% | Added |
| Bank of New York Mellon Corp | 2,797,894 | $108.6M | 0.03% | −479,491−14.6% | Reduced |
| LSV Asset Management | 3,101,313 | $120.3M | 0.28% | −94,459−3.0% | Reduced |
| Morgan Stanley | 3,951,925 | $153.3M | 0.02% | +115,762+3.0% | Added |
| Donald Smith & Co., Inc. | 4,351,582 | $168.8M | 7.53% | −63,463−1.4% | Reduced |
| Charles Schwab Investment Management Inc | 4,615,538 | $179.1M | 0.06% | +172,258+3.9% | Added |
| Viking Global Investors LPSuperinvestorViking Global Investors | 5,074,658 | $196.9M | 0.91% | +764,110+17.7% | Added |
| State Street Corp | 6,869,749 | $266.5M | 0.02% | −236,325−3.3% | Reduced |
| Dimensional Fund Advisors LP | 8,745,451 | $339.3M | 0.13% | +113,199+1.3% | Added |
| Norges Bank | 10,603,305 | $411.4M | 0.11% | −83,162−0.8% | Reduced |
| FMR LLC | 17,980,931 | $697.7M | 0.07% | −74,675−0.4% | Reduced |
| Vanguard Group Inc | 19,603,840 | $760.6M | 0.02% | −422,370−2.1% | Reduced |
| BlackRock Inc. | 23,014,852 | $893.0M | 0.03% | −878,246−3.7% | Reduced |
| WBI Investments | 0 | $0 | 0.00% | −200,389−100.0% | Sold out |
| Impax Asset Management Group plc | 0 | $0 | 0.00% | −121,447−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −68,300−100.0% | Sold out |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −63,605−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −55,115−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −45,668−100.0% | Sold out |
| Cordatus Wealth Management LLC | 0 | $0 | 0.00% | −43,887−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −43,600−100.0% | Sold out |