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, Q4 2022
Institutional positions in Unum Group as of Dec 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
- 528
- +45 vs. Q3 2022
- Shares held
- 169.2M
- −292.1K (−0.2%) vs. Q3 2022
- Total value
- $6.94B
- +$366.6M (+5.6%) vs. Q3 2022
- New holders
- 83
- 175 more added
- Sold out
- 38
- 189 more reduced
9 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Unum Group; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 24,774,829 | $1.02B | 0.03% | +1,759,977+7.6% | Added |
| Vanguard Group Inc | 19,431,945 | $797.3M | 0.02% | −171,895−0.9% | Reduced |
| FMR LLC | 17,801,882 | $730.4M | 0.07% | −179,049−1.0% | Reduced |
| Norges Bank | 10,393,936 | $426.5M | 0.10% | −209,369−2.0% | Reduced |
| Dimensional Fund Advisors LP | 8,384,061 | $344.0M | 0.12% | −361,390−4.1% | Reduced |
| State Street Corp | 6,998,881 | $287.2M | 0.02% | +129,132+1.9% | Added |
| Charles Schwab Investment Management Inc | 4,808,096 | $197.3M | 0.06% | +192,558+4.2% | Added |
| Morgan Stanley | 3,948,970 | $162.0M | 0.02% | −2,955−0.1% | Reduced |
| Donald Smith & Co., Inc. | 3,806,379 | $156.2M | 6.11% | −545,203−12.5% | Reduced |
| Viking Global Investors LPSuperinvestorViking Global Investors | 3,431,274 | $140.8M | 0.70% | −1,643,384−32.4% | Reduced |
| LSV Asset Management | 2,920,177 | $119.8M | 0.26% | −181,136−5.8% | Reduced |
| Geode Capital Management, LLC | 2,686,124 | $110.2M | 0.02% | +46,455+1.8% | Added |
| Bank of New York Mellon Corp | 2,581,019 | $105.9M | 0.02% | −216,875−7.8% | Reduced |
| AQR Capital Management LLC | 2,504,307 | $102.8M | 0.23% | +973,311+63.6% | Added |
| Goldman Sachs Group Inc | 2,468,972 | $101.3M | 0.03% | −192,748−7.2% | Reduced |
| Invesco Ltd. | 2,467,152 | $101.2M | 0.03% | +95,703+4.0% | Added |
| Northern Trust Corp | 1,726,219 | $70.8M | 0.01% | +75,347+4.6% | Added |
| Two Sigma Advisers, LP | 1,657,600 | $68.0M | 0.19% | −110,900−6.3% | Reduced |
| Acadian Asset Management LLC | 1,388,970 | $57.0M | 0.28% | +1,070,194+335.7% | Added |
| Point72 Asset Management, L.P. | 1,351,560 | $55.5M | 0.21% | +189,050+16.3% | Added |
| Millennium Management LLC | 1,262,294 | $51.8M | 0.06% | −10,915−0.9% | Reduced |
| Victory Capital Management Inc | 1,088,348 | $44.7M | 0.05% | −3390.0% | Reduced |
| Nuveen Asset Management, LLC | 987,984 | $40.5M | 0.02% | +15,807+1.6% | Added |
| First Trust Advisors LP | 951,792 | $39.1M | 0.05% | −120,491−11.2% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 948,000 | $38.9M | 0.29% | +304,400+47.3% | Added |
| Clearbridge Investments, LLC | 803,231 | $33.0M | 0.03% | −43,867−5.2% | Reduced |
| Wedge Capital Management L L P | 793,012 | $32.5M | 0.52% | +45,831+6.1% | Added |
| Principal Financial Group Inc | 735,151 | $30.2M | 0.02% | +1830.0% | Added |
| AXA S.A. | 672,100 | $27.6M | 0.10% | −173,131−20.5% | Reduced |
| Boone Capital Management LLC | 671,530 | $27.6M | 14.14% | +671,530 | New |
| Prudential Financial Inc | 648,745 | $26.6M | 0.04% | +111,768+20.8% | Added |
| Macquarie Group Ltd | 620,668 | $25.5M | 0.03% | −3,348−0.5% | Reduced |
| Manufacturers Life Insurance Company, The | 607,341 | $24.9M | 0.02% | −120,315−16.5% | Reduced |
| Rhumbline Advisers | 590,443 | $24.2M | 0.03% | +13,762+2.4% | Added |
| Bank of America Corp | 582,134 | $23.9M | 0.00% | +68,990+13.4% | Added |
| Citadel Advisors LLC | 574,710 | $23.6M | 0.03% | +243,140+73.3% | Added |
| Legal & General Group Plc | 567,413 | $23.3M | 0.01% | +12,928+2.3% | Added |
| Schroder Investment Management Group | 565,240 | $23.2M | 0.04% | +22,153+4.1% | Added |
| Grace & White Inc | 560,823 | $23.0M | 4.55% | −20,929−3.6% | Reduced |
| Two Sigma Investments, LP | 552,996 | $22.7M | 0.07% | +328,440+146.3% | Added |
| JPMorgan Chase & Co | 530,846 | $21.8M | 0.00% | −130,620−19.7% | Reduced |
| California Public Employees Retirement System | 498,094 | $20.4M | 0.02% | +16,165+3.4% | Added |
| American Century Companies Inc | 493,777 | $20.3M | 0.02% | +64,199+14.9% | Added |
| Swiss National Bank | 482,900 | $19.8M | 0.01% | +6,000+1.3% | Added |
| O'Shaughnessy Asset Management, LLC | 475,767 | $19.5M | 0.32% | +17,416+3.8% | Added |
| Retirement Systems of Alabama | 473,577 | $19.4M | 0.08% | +351+0.1% | Added |
| Gillson Capital LP | 470,583 | $19.3M | 1.46% | +470,583 | New |
| Robeco Institutional Asset Management B.V. | 464,087 | $19.0M | 0.05% | +319,192+220.3% | Added |
| Man Group plc | 454,778 | $18.7M | 0.07% | −40,135−8.1% | Reduced |
| Ameriprise Financial Inc | 453,856 | $18.6M | 0.01% | −16,439−3.5% | Reduced |
| UBS Asset Management Americas Inc | 441,569 | $18.1M | 0.01% | −15,238−3.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 436,867 | $17.9M | 0.15% | +176,474+67.8% | Added |
| Franklin Resources Inc | 433,427 | $17.8M | 0.01% | −8,688−2.0% | Reduced |
| Virginia Retirement Systems Et Al | 433,100 | $17.8M | 0.19% | +66,000+18.0% | Added |
| Guggenheim Capital LLC | 428,106 | $17.6M | 0.15% | −4,114−1.0% | Reduced |
| McGowan Group Asset Management, Inc. | 427,922 | $17.6M | 2.80% | +1,959+0.5% | Added |
| Truist Financial Corp | 419,317 | $17.2M | 0.03% | +8,840+2.2% | Added |
| Voya Investment Management LLC | 414,464 | $17.0M | 0.02% | +85,572+26.0% | Added |
| Wells Fargo & Company | 401,602 | $16.5M | 0.01% | −3,623−0.9% | Reduced |
| Boston Common Asset Management, LLC | 392,189 | $16.1M | 0.77% | +23,366+6.3% | Added |
| UBS Group AG | 380,603 | $15.6M | 0.01% | −20,112−5.0% | Reduced |
| Royal Bank of Canada | 352,557 | $14.5M | 0.00% | +170,912+94.1% | Added |
| Los Angeles Capital Management LLC | 347,329 | $14.3M | 0.07% | +47,692+15.9% | Added |
| Storebrand Asset Management AS | 341,226 | $14.0M | 0.08% | +133,000+63.9% | Added |
| Thrivent Financial for Lutherans | 337,519 | $13.8M | 0.04% | −344,683−50.5% | Reduced |
| Freemont Management S.A. | 327,500 | $13.4M | 2.14% | +118,800+56.9% | Added |
| Russell Investments Group, Ltd. | 301,125 | $12.4M | 0.03% | +187,804+165.7% | Added |
| Alliancebernstein L.P. | 291,970 | $12.0M | 0.01% | −270−0.1% | Reduced |
| American International Group, Inc. | 291,363 | $12.0M | 0.08% | −5,442−1.8% | Reduced |
| Assenagon Asset Management S.A. | 290,113 | $11.9M | 0.05% | −368,019−55.9% | Reduced |
| SEI Investments Co | 278,459 | $11.4M | 0.03% | +33,980+13.9% | Added |
| Triasima Portfolio Management inc. | 261,150 | $10.7M | 0.82% | −150.0% | Reduced |
| California State Teachers Retirement System | 256,470 | $10.5M | 0.02% | +778+0.3% | Added |
| Gateway Investment Advisers LLC | 255,503 | $10.5M | 0.13% | −81,985−24.3% | Reduced |
| New York State Common Retirement Fund | 255,310 | $10.5M | 0.01% | +19,079+8.1% | Added |
| Artemis Investment Management LLP | 246,463 | $10.2M | 0.12% | −17,029−6.5% | Reduced |
| Credit Suisse AG | 240,841 | $9.88M | 0.01% | −46,202−16.1% | Reduced |
| Ci Investments Inc. | 230,373 | $9.45M | 0.05% | −111,391−32.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 227,454 | $9.33M | 0.01% | +227,454 | New |
| New York State Teachers Retirement System | 223,969 | $9.19M | 0.02% | +1000.0% | Added |
| State of Tennessee, Treasury Department | 220,891 | $9.06M | 0.04% | 00.0% | Unchanged |
| LPL Financial LLC | 220,243 | $9.04M | 0.01% | +5,601+2.6% | Added |
| Interval Partners, LP | 219,333 | $9.00M | 0.72% | −234,506−51.7% | Reduced |
| Ensign Peak Advisors, Inc | 218,123 | $8.95M | 0.02% | +13,673+6.7% | Added |
| Advisor Group Holdings, Inc. | 212,846 | $8.73M | 0.02% | −27,699−11.5% | Reduced |
| Raymond James & Associates | 210,147 | $8.62M | 0.01% | +3,089+1.5% | Added |
| Brandywine Global Investment Management, LLC | 202,791 | $8.32M | 0.06% | +87,257+75.5% | Added |
| Captrust Financial Advisors | 189,484 | $7.77M | 0.04% | −46,930−19.9% | Reduced |
| NewSquare Capital LLC | 184,690 | $7.58M | 0.95% | +13,935+8.2% | Added |
| Stifel Financial Corp | 184,404 | $7.57M | 0.01% | −32,073−14.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 183,157 | $7.51M | 0.01% | −13,605−6.9% | Reduced |
| Jacobs Levy Equity Management, Inc | 178,155 | $7.31M | 0.05% | −2,257−1.3% | Reduced |
| State Board of Administration of Florida Retirement System | 177,593 | $7.29M | 0.02% | −6,610−3.6% | Reduced |
| Great West Life Assurance Co | 174,271 | $7.16M | 0.02% | +2,599+1.5% | Added |
| Weiss Multi-Strategy Advisers LLC | 171,298 | $7.03M | 0.20% | +158,411+1,229.2% | Added |
| Barclays PLC | 170,851 | $7.01M | 0.01% | −29,189−14.6% | Reduced |
| CI Private Wealth, LLC | 170,660 | $7.00M | 0.03% | +170,660 | New |
| Amalgamated Bank | 170,604 | $7.00M | 0.06% | +32,790+23.8% | Added |
| Boston Financial Mangement LLC | 170,039 | $6.98M | 0.28% | +390.0% | Added |
| Gilman Hill Asset Management, LLC | 169,460 | $6.95M | 1.43% | −58,240−25.6% | Reduced |