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, Q1 2023
Institutional positions in Unum Group as of Mar 31, 2023. 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
- 527
- +3 vs. Q4 2022
- Shares held
- 168.2M
- −827.7K (−0.5%) vs. Q4 2022
- Total value
- $6.65B
- −$283.7M (−4.1%) vs. Q4 2022
- New holders
- 65
- 192 more added
- Sold out
- 62
- 192 more reduced
4 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Unum Group; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 23,888,656 | $945.0M | 0.03% | −886,173−3.6% | Reduced |
| Vanguard Group Inc | 20,610,556 | $815.4M | 0.02% | +1,178,611+6.1% | Added |
| Norges Bank | 10,901,991 | $431.3M | 0.09% | +508,055+4.9% | Added |
| FMR LLC | 10,849,553 | $429.2M | 0.04% | −6,952,329−39.1% | Reduced |
| Dimensional Fund Advisors LP | 7,443,968 | $294.5M | 0.10% | −940,093−11.2% | Reduced |
| State Street Corp | 6,070,897 | $240.2M | 0.01% | −927,984−13.3% | Reduced |
| Charles Schwab Investment Management Inc | 4,540,417 | $179.6M | 0.05% | −267,679−5.6% | Reduced |
| Viking Global Investors LPSuperinvestorViking Global Investors | 4,253,413 | $168.3M | 0.79% | +822,139+24.0% | Added |
| Donald Smith & Co., Inc. | 3,795,073 | $150.1M | 5.53% | −11,306−0.3% | Reduced |
| Morgan Stanley | 3,651,934 | $144.5M | 0.02% | −297,036−7.5% | Reduced |
| AQR Capital Management LLC | 3,481,641 | $136.2M | 0.30% | +977,334+39.0% | Added |
| Geode Capital Management, LLC | 2,859,832 | $113.7M | 0.01% | +173,708+6.5% | Added |
| LSV Asset Management | 2,778,077 | $109.9M | 0.25% | −142,100−4.9% | Reduced |
| Bank of New York Mellon Corp | 2,643,737 | $104.6M | 0.02% | +62,718+2.4% | Added |
| Citadel Advisors LLC | 2,029,968 | $80.3M | 0.09% | +1,455,258+253.2% | Added |
| Goldman Sachs Group Inc | 1,767,062 | $69.9M | 0.02% | −701,910−28.4% | Reduced |
| Northern Trust Corp | 1,731,069 | $68.5M | 0.01% | +4,850+0.3% | Added |
| Victory Capital Management Inc | 1,622,417 | $64.2M | 0.07% | +534,069+49.1% | Added |
| Two Sigma Advisers, LP | 1,546,500 | $61.2M | 0.16% | −111,100−6.7% | Reduced |
| Acadian Asset Management LLC | 1,513,973 | $59.9M | 0.26% | +125,003+9.0% | Added |
| Invesco Ltd. | 1,493,644 | $59.1M | 0.02% | −973,508−39.5% | Reduced |
| Assetmark, Inc | 1,304,624 | $51.6M | 0.21% | +1,184,937+990.0% | Added |
| Schonfeld Strategic Advisors LLC | 1,105,790 | $43.7M | 0.42% | +668,923+153.1% | Added |
| Millennium Management LLC | 1,090,065 | $43.1M | 0.05% | −172,229−13.6% | Reduced |
| Nuveen Asset Management, LLC | 1,089,585 | $43.1M | 0.02% | +101,601+10.3% | Added |
| Point72 Asset Management, L.P. | 971,098 | $38.4M | 0.14% | −380,462−28.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 955,200 | $37.8M | 0.26% | +7,200+0.8% | Added |
| First Trust Advisors LP | 933,907 | $36.9M | 0.04% | −17,885−1.9% | Reduced |
| Gillson Capital LP | 865,931 | $34.3M | 2.84% | +395,348+84.0% | Added |
| Balyasny Asset Management LLC | 859,798 | $34.0M | 0.11% | +859,798 | New |
| Boone Capital Management LLC | 857,565 | $33.9M | 15.88% | +186,035+27.7% | Added |
| Two Sigma Investments, LP | 824,580 | $32.6M | 0.10% | +271,584+49.1% | Added |
| Wedge Capital Management L L P | 823,374 | $32.6M | 0.55% | +30,362+3.8% | Added |
| Prudential Financial Inc | 771,930 | $30.5M | 0.05% | +123,185+19.0% | Added |
| Principal Financial Group Inc | 741,816 | $29.3M | 0.02% | +6,665+0.9% | Added |
| Bank of Montreal | 636,716 | $27.9M | 0.02% | +529,434+493.5% | Added |
| Allianz Asset Management GmbH | 672,065 | $26.6M | 0.06% | +540,796+412.0% | Added |
| Wellington Management Group LLP | 671,623 | $26.6M | 0.01% | +671,623 | New |
| JPMorgan Chase & Co | 626,272 | $24.8M | 0.00% | +95,426+18.0% | Added |
| Schroder Investment Management Group | 606,164 | $24.0M | 0.04% | +40,924+7.2% | Added |
| Rhumbline Advisers | 582,455 | $23.0M | 0.03% | −7,988−1.4% | Reduced |
| Legal & General Group Plc | 573,782 | $22.7M | 0.01% | +6,369+1.1% | Added |
| Grace & White Inc | 560,573 | $22.2M | 4.26% | −2500.0% | Reduced |
| Bank of America Corp | 543,424 | $21.5M | 0.00% | −38,710−6.6% | Reduced |
| Nordea Investment Management AB | 528,109 | $20.7M | 0.03% | +528,109 | New |
| O'Shaughnessy Asset Management, LLC | 501,263 | $19.8M | 0.31% | +25,496+5.4% | Added |
| Assenagon Asset Management S.A. | 496,952 | $19.7M | 0.08% | +206,839+71.3% | Added |
| UBS Group AG | 494,920 | $19.6M | 0.01% | +114,317+30.0% | Added |
| Retirement Systems of Alabama | 471,443 | $18.7M | 0.08% | −2,134−0.5% | Reduced |
| Robeco Institutional Asset Management B.V. | 462,634 | $18.3M | 0.05% | −1,453−0.3% | Reduced |
| Macquarie Group Ltd | 461,608 | $18.3M | 0.02% | −159,060−25.6% | Reduced |
| Manufacturers Life Insurance Company, The | 461,478 | $18.3M | 0.01% | −145,863−24.0% | Reduced |
| Ameriprise Financial Inc | 451,148 | $17.8M | 0.01% | −2,708−0.6% | Reduced |
| California Public Employees Retirement System | 436,283 | $17.3M | 0.02% | −61,811−12.4% | Reduced |
| Swiss National Bank | 429,400 | $17.0M | 0.01% | −53,500−11.1% | Reduced |
| McGowan Group Asset Management, Inc. | 424,752 | $16.8M | 2.67% | −3,170−0.7% | Reduced |
| Virginia Retirement Systems Et Al | 421,900 | $16.7M | 0.17% | −11,200−2.6% | Reduced |
| Guggenheim Capital LLC | 420,268 | $16.6M | 0.14% | −7,838−1.8% | Reduced |
| Truist Financial Corp | 416,995 | $16.5M | 0.03% | −2,322−0.6% | Reduced |
| Alliancebernstein L.P. | 416,089 | $16.5M | 0.01% | +124,119+42.5% | Added |
| Storebrand Asset Management AS | 407,226 | $16.1M | 0.08% | +66,000+19.3% | Added |
| Voya Investment Management LLC | 405,330 | $16.0M | 0.02% | −9,134−2.2% | Reduced |
| AE Wealth Management LLC | 398,008 | $15.7M | 0.10% | +391,134+5,690.0% | Added |
| AXA S.A. | 395,098 | $15.6M | 0.05% | −277,002−41.2% | Reduced |
| UBS Asset Management Americas Inc | 382,270 | $15.1M | 0.01% | −59,299−13.4% | Reduced |
| Algebris (UK) Ltd | 374,835 | $14.9M | 5.98% | +374,835 | New |
| Franklin Resources Inc | 368,907 | $14.6M | 0.01% | −64,520−14.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 353,792 | $14.0M | 0.02% | +126,338+55.5% | Added |
| Man Group plc | – | $13.7M | 0.05% | – | – |
| Thrivent Financial for Lutherans | 341,948 | $13.5M | 0.03% | +4,429+1.3% | Added |
| Royal Bank of Canada | 327,050 | $12.9M | 0.00% | −25,507−7.2% | Reduced |
| Boston Common Asset Management, LLC | 320,910 | $12.7M | 0.26% | −71,279−18.2% | Reduced |
| SEI Investments Co | 315,547 | $12.5M | 0.02% | +37,088+13.3% | Added |
| Verition Fund Management LLC | 303,624 | $12.0M | 0.19% | +292,406+2,606.6% | Added |
| Hudson Bay Capital Management LP | 300,000 | $11.9M | 0.13% | +300,000 | New |
| Artemis Investment Management LLP | 294,952 | $11.6M | 0.14% | +48,489+19.7% | Added |
| Brandywine Global Investment Management, LLC | 290,418 | $11.5M | 0.09% | +87,627+43.2% | Added |
| American International Group, Inc. | 288,657 | $11.4M | 0.07% | −2,706−0.9% | Reduced |
| Credit Suisse AG | 272,493 | $10.8M | 0.01% | +31,652+13.1% | Added |
| Russell Investments Group, Ltd. | 258,338 | $10.1M | 0.02% | −42,787−14.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 253,686 | $10.0M | 0.02% | +70,529+38.5% | Added |
| Gateway Investment Advisers LLC | 251,541 | $9.95M | 0.12% | −3,962−1.6% | Reduced |
| California State Teachers Retirement System | 251,475 | $9.95M | 0.01% | −4,995−1.9% | Reduced |
| LPL Financial LLC | 236,428 | $9.35M | 0.01% | +16,185+7.3% | Added |
| New York State Common Retirement Fund | 235,786 | $9.33M | 0.01% | −19,524−7.6% | Reduced |
| Barclays PLC | 231,745 | $9.17M | 0.01% | +60,894+35.6% | Added |
| Interval Partners, LP | 227,724 | $9.01M | 0.51% | +8,391+3.8% | Added |
| New York State Teachers Retirement System | 221,830 | $8.78M | 0.02% | −2,139−1.0% | Reduced |
| Prana Capital Management, LP | 220,111 | $8.71M | 0.74% | +160,468+269.0% | Added |
| Weiss Multi-Strategy Advisers LLC | 211,285 | $8.36M | 0.20% | +39,987+23.3% | Added |
| American Century Companies Inc | 209,653 | $8.21M | 0.01% | −284,124−57.5% | Reduced |
| Advisor Group Holdings, Inc. | 204,939 | $8.11M | 0.02% | −7,907−3.7% | Reduced |
| NewSquare Capital LLC | 201,252 | $7.96M | 0.94% | +16,562+9.0% | Added |
| Abn Amro Investment Solutions | 201,054 | $7.95M | 0.16% | +201,054 | New |
| Ci Investments Inc. | 197,093 | $7.80M | 0.04% | −33,280−14.4% | Reduced |
| Captrust Financial Advisors | 196,912 | $7.79M | 0.03% | +7,428+3.9% | Added |
| Stifel Financial Corp | 192,768 | $7.63M | 0.01% | +8,364+4.5% | Added |
| Glenmede Trust Co NA | 191,119 | $7.56M | 0.04% | +147,896+342.2% | Added |
| State of Tennessee, Treasury Department | 177,921 | $7.04M | 0.03% | −42,970−19.5% | Reduced |
| State Board of Administration of Florida Retirement System | 177,593 | $7.03M | 0.02% | 00.0% | Unchanged |