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 2023
Institutional positions in Unum Group as of Jun 30, 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
- 557
- +34 vs. Q1 2023
- Shares held
- 167.2M
- −887.7K (−0.5%) vs. Q1 2023
- Total value
- $7.97B
- +$1.32B (+19.9%) vs. Q1 2023
- New holders
- 81
- 183 more added
- Sold out
- 47
- 202 more reduced
4 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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 2023
Shares, value and share of portfolio for each institution holding Unum Group; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 23,143,269 | $1.10B | 0.03% | −745,387−3.1% | Reduced |
| Vanguard Group Inc | 20,558,368 | $980.6M | 0.02% | −52,188−0.3% | Reduced |
| FMR LLC | 12,349,478 | $589.1M | 0.05% | +1,499,925+13.8% | Added |
| Norges Bank | 11,236,299 | $536.0M | 0.11% | +334,308+3.1% | Added |
| Dimensional Fund Advisors LP | 6,357,458 | $303.3M | 0.10% | −1,086,510−14.6% | Reduced |
| State Street Corp | 5,892,296 | $281.1M | 0.01% | −178,601−2.9% | Reduced |
| Viking Global Investors LPSuperinvestorViking Global Investors | 5,271,387 | $251.4M | 1.03% | +1,017,974+23.9% | Added |
| Charles Schwab Investment Management Inc | 4,680,940 | $223.3M | 0.06% | +140,523+3.1% | Added |
| Morgan Stanley | 3,729,856 | $177.9M | 0.02% | +77,922+2.1% | Added |
| Donald Smith & Co., Inc. | 3,692,694 | $176.1M | 6.06% | −102,379−2.7% | Reduced |
| AQR Capital Management LLC | 3,232,285 | $153.9M | 0.33% | −249,356−7.2% | Reduced |
| Geode Capital Management, LLC | 2,903,200 | $138.9M | 0.02% | +43,368+1.5% | Added |
| LSV Asset Management | 2,785,316 | $132.9M | 0.29% | +7,239+0.3% | Added |
| Bank of New York Mellon Corp | 2,581,315 | $123.1M | 0.03% | −62,422−2.4% | Reduced |
| Goldman Sachs Group Inc | 1,735,445 | $82.8M | 0.02% | −31,617−1.8% | Reduced |
| Northern Trust Corp | 1,664,480 | $79.4M | 0.02% | −66,589−3.8% | Reduced |
| Royal Bank of Canada | 1,639,336 | $78.2M | 0.02% | +1,312,286+401.2% | Added |
| Invesco Ltd. | 1,479,395 | $70.6M | 0.02% | −14,249−1.0% | Reduced |
| Victory Capital Management Inc | 1,353,516 | $64.6M | 0.07% | −268,901−16.6% | Reduced |
| Acadian Asset Management LLC | 1,285,404 | $61.3M | 0.25% | −228,569−15.1% | Reduced |
| Assetmark, Inc | 1,262,295 | $60.2M | 0.24% | −42,329−3.2% | Reduced |
| Two Sigma Advisers, LP | 1,236,800 | $59.0M | 0.15% | −309,700−20.0% | Reduced |
| Nordea Investment Management AB | 1,174,537 | $55.9M | 0.08% | +646,428+122.4% | Added |
| Point72 Asset Management, L.P. | 1,168,482 | $55.7M | 0.19% | +197,384+20.3% | Added |
| Nuveen Asset Management, LLC | 1,079,111 | $51.5M | 0.02% | −10,474−1.0% | Reduced |
| Allianz Asset Management GmbH | 953,728 | $45.5M | 0.10% | +281,663+41.9% | Added |
| Millennium Management LLC | 908,943 | $43.4M | 0.05% | −181,122−16.6% | Reduced |
| Boone Capital Management LLC | 857,565 | $40.9M | 14.68% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 786,932 | $37.5M | 0.25% | −168,268−17.6% | Reduced |
| Wedge Capital Management L L P | 780,260 | $37.2M | 0.59% | −43,114−5.2% | Reduced |
| Prudential Financial Inc | 763,015 | $36.4M | 0.05% | −8,915−1.2% | Reduced |
| First Trust Advisors LP | 744,176 | $35.5M | 0.04% | −189,731−20.3% | Reduced |
| Principal Financial Group Inc | 697,003 | $33.2M | 0.02% | −44,813−6.0% | Reduced |
| Man Group plc | 661,468 | $31.6M | 0.10% | – | – |
| Virginia Retirement Systems Et Al | 652,000 | $31.1M | 0.30% | +230,100+54.5% | Added |
| LMR Partners LLP | 651,118 | $31.1M | 0.71% | +644,036+9,094.0% | Added |
| Balyasny Asset Management LLC | 645,345 | $30.8M | 0.09% | −214,453−24.9% | Reduced |
| JPMorgan Chase & Co | 612,392 | $29.2M | 0.00% | −13,880−2.2% | Reduced |
| Schroder Investment Management Group | 606,441 | $28.9M | 0.04% | +2770.0% | Added |
| Rhumbline Advisers | 593,424 | $28.3M | 0.03% | +10,969+1.9% | Added |
| Arrowstreet Capital, Limited Partnership | 573,824 | $27.4M | 0.03% | +220,032+62.2% | Added |
| Grace & White Inc | 559,973 | $26.7M | 4.91% | −600−0.1% | Reduced |
| Citadel Advisors LLC | 556,337 | $26.5M | 0.03% | −1,473,631−72.6% | Reduced |
| Legal & General Group Plc | 550,754 | $26.3M | 0.01% | −23,028−4.0% | Reduced |
| Bank of America Corp | 543,965 | $25.9M | 0.00% | +541+0.1% | Added |
| O'Shaughnessy Asset Management, LLC | 506,929 | $24.2M | 0.36% | +5,666+1.1% | Added |
| Franklin Resources Inc | 475,563 | $22.7M | 0.01% | +106,656+28.9% | Added |
| Gillson Capital LP | 473,335 | $22.6M | 1.99% | −392,596−45.3% | Reduced |
| Guggenheim Capital LLC | 465,537 | $22.2M | 0.18% | +45,269+10.8% | Added |
| Retirement Systems of Alabama | 453,724 | $21.6M | 0.10% | −17,719−3.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 445,165 | $21.2M | 0.18% | −660,625−59.7% | Reduced |
| Ameriprise Financial Inc | 440,653 | $21.0M | 0.01% | −10,495−2.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 438,885 | $20.9M | 0.05% | −23,749−5.1% | Reduced |
| Swiss National Bank | 430,200 | $20.5M | 0.01% | +800+0.2% | Added |
| McGowan Group Asset Management, Inc. | 424,912 | $20.3M | 3.16% | +1600.0% | Added |
| Truist Financial Corp | 417,379 | $19.9M | 0.03% | +384+0.1% | Added |
| Manufacturers Life Insurance Company, The | 414,931 | $19.8M | 0.01% | −46,547−10.1% | Reduced |
| California Public Employees Retirement System | 412,019 | $19.7M | 0.02% | −24,264−5.6% | Reduced |
| Voya Investment Management LLC | 389,867 | $18.6M | 0.02% | −15,463−3.8% | Reduced |
| Macquarie Group Ltd | 384,513 | $18.3M | 0.02% | −77,095−16.7% | Reduced |
| Storebrand Asset Management AS | 353,664 | $16.9M | 0.08% | −53,562−13.2% | Reduced |
| Two Sigma Investments, LP | 349,753 | $16.7M | 0.04% | −474,827−57.6% | Reduced |
| UBS Group AG | 349,694 | $16.7M | 0.01% | −145,226−29.3% | Reduced |
| Verition Fund Management LLC | 342,500 | $16.3M | 0.25% | +38,876+12.8% | Added |
| Alyeska Investment Group, L.P. | 339,178 | $16.2M | 0.12% | +339,178 | New |
| Alliancebernstein L.P. | 334,557 | $16.0M | 0.01% | −81,532−19.6% | Reduced |
| Prana Capital Management, LP | 330,736 | $15.8M | 1.05% | +110,625+50.3% | Added |
| Brookfield Asset Management Inc. | 330,317 | $15.8M | 0.06% | +330,317 | New |
| Thrivent Financial for Lutherans | 330,004 | $15.7M | 0.04% | −11,944−3.5% | Reduced |
| Barclays PLC | 322,003 | $15.4M | 0.01% | +90,258+38.9% | Added |
| AXA S.A. | 318,000 | $15.2M | 0.05% | −77,098−19.5% | Reduced |
| UBS Asset Management Americas Inc | 382,270 | $15.1M | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 314,299 | $15.0M | 0.02% | +60,613+23.9% | Added |
| Renaissance Technologies LLC | 311,700 | $14.9M | 0.02% | +214,800+221.7% | Added |
| Credit Suisse AG | 308,586 | $14.7M | 0.01% | +36,093+13.2% | Added |
| Boston Common Asset Management, LLC | 306,642 | $14.6M | 0.31% | −14,268−4.4% | Reduced |
| Artemis Investment Management LLP | 288,565 | $13.7M | 0.18% | −6,387−2.2% | Reduced |
| American International Group, Inc. | 279,508 | $13.3M | 0.08% | −9,149−3.2% | Reduced |
| LPL Financial LLC | 276,503 | $13.2M | 0.01% | +40,075+17.0% | Added |
| Algebris (UK) Ltd | 274,514 | $13.0M | 6.40% | −100,321−26.8% | Reduced |
| Brandywine Global Investment Management, LLC | 258,804 | $12.3M | 0.10% | −31,614−10.9% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 253,112 | $12.1M | 0.26% | +41,827+19.8% | Added |
| Gateway Investment Advisers LLC | 251,541 | $12.0M | 0.14% | 00.0% | Unchanged |
| Hancock Whitney Corp | 244,091 | $11.6M | 0.46% | +244,091 | New |
| Raymond James & Associates | 243,680 | $11.6M | 0.01% | +79,739+48.6% | Added |
| Lazard Asset Management LLC | 243,099 | $11.6M | 0.01% | +104,816+75.8% | Added |
| California State Teachers Retirement System | 242,146 | $11.6M | 0.02% | −9,329−3.7% | Reduced |
| Wells Fargo & Company | 239,572 | $11.4M | 0.00% | +88,907+59.0% | Added |
| Deutsche Bank AG | 236,772 | $11.3M | 0.01% | +186,626+372.2% | Added |
| New York State Common Retirement Fund | 236,666 | $11.3M | 0.01% | +880+0.4% | Added |
| Advisor Group Holdings, Inc. | 222,044 | $10.6M | 0.02% | +17,105+8.3% | Added |
| Captrust Financial Advisors | 221,748 | $10.6M | 0.04% | +24,836+12.6% | Added |
| New York State Teachers Retirement System | 220,107 | $10.5M | 0.02% | −1,723−0.8% | Reduced |
| NewSquare Capital LLC | 211,184 | $10.1M | 1.05% | +9,932+4.9% | Added |
| Interval Partners, LP | 207,441 | $9.89M | 0.50% | −20,283−8.9% | Reduced |
| SEI Investments Co | 203,054 | $9.69M | 0.02% | −112,493−35.7% | Reduced |
| Russell Investments Group, Ltd. | 201,182 | $9.57M | 0.02% | −57,156−22.1% | Reduced |
| American Century Companies Inc | 193,980 | $9.25M | 0.01% | −15,673−7.5% | Reduced |
| Abn Amro Investment Solutions | 192,084 | $9.16M | 0.18% | −8,970−4.5% | Reduced |
| Assenagon Asset Management S.A. | 191,604 | $9.14M | 0.04% | −305,348−61.4% | Reduced |