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 2023
Institutional positions in Unum Group as of Sep 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
- 580
- +27 vs. Q2 2023
- Shares held
- 164.9M
- −2.20M (−1.3%) vs. Q2 2023
- Total value
- $8.14B
- +$175.8M (+2.2%) vs. Q2 2023
- New holders
- 67
- 192 more added
- Sold out
- 40
- 234 more reduced
4 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Unum Group; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 23,315,754 | $1.15B | 0.03% | +172,485+0.7% | Added |
| Vanguard Group Inc | 20,289,815 | $998.1M | 0.02% | −268,553−1.3% | Reduced |
| FMR LLC | 12,585,614 | $619.1M | 0.05% | +236,136+1.9% | Added |
| Norges Bank | 11,379,966 | $559.8M | 0.11% | +143,667+1.3% | Added |
| State Street Corp | 5,917,420 | $291.1M | 0.02% | +25,124+0.4% | Added |
| Dimensional Fund Advisors LP | 5,676,906 | $279.3M | 0.09% | −680,552−10.7% | Reduced |
| Viking Global Investors LPSuperinvestorViking Global Investors | 4,778,110 | $235.0M | 0.95% | −493,277−9.4% | Reduced |
| Charles Schwab Investment Management Inc | 4,192,202 | $206.2M | 0.06% | −488,738−10.4% | Reduced |
| Morgan Stanley | 3,547,475 | $174.5M | 0.02% | −182,381−4.9% | Reduced |
| AQR Capital Management LLC | 3,545,767 | $174.4M | 0.36% | +313,482+9.7% | Added |
| Donald Smith & Co., Inc. | 3,523,500 | $173.3M | 5.96% | −169,194−4.6% | Reduced |
| Geode Capital Management, LLC | 2,867,962 | $141.3M | 0.02% | −35,238−1.2% | Reduced |
| LSV Asset Management | 2,856,877 | $140.5M | 0.33% | +71,561+2.6% | Added |
| Bank of New York Mellon Corp | 2,512,633 | $123.6M | 0.03% | −68,682−2.7% | Reduced |
| Goldman Sachs Group Inc | 1,725,610 | $84.9M | 0.02% | −9,835−0.6% | Reduced |
| Invesco Ltd. | 1,715,656 | $84.4M | 0.02% | +236,261+16.0% | Added |
| Royal Bank of Canada | 1,710,293 | $84.1M | 0.02% | +70,957+4.3% | Added |
| Northern Trust Corp | 1,556,120 | $76.5M | 0.01% | −108,360−6.5% | Reduced |
| Assetmark, Inc | 1,224,043 | $60.2M | 0.24% | −38,252−3.0% | Reduced |
| Victory Capital Management Inc | 1,171,094 | $57.6M | 0.07% | −182,422−13.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,113,563 | $54.8M | 0.07% | +539,739+94.1% | Added |
| Nordea Investment Management AB | 1,086,232 | $53.8M | 0.07% | −88,305−7.5% | Reduced |
| Adage Capital Partners GP, L.L.C. | 1,025,000 | $50.4M | 0.11% | +875,000+583.3% | Added |
| Point72 Asset Management, L.P. | 1,008,004 | $49.6M | 0.17% | −160,478−13.7% | Reduced |
| Two Sigma Advisers, LP | 927,600 | $45.6M | 0.12% | −309,200−25.0% | Reduced |
| Allianz Asset Management GmbH | 917,460 | $45.1M | 0.09% | −36,268−3.8% | Reduced |
| Nuveen Asset Management, LLC | 910,998 | $44.8M | 0.02% | −168,113−15.6% | Reduced |
| Boone Capital Management LLC | 867,565 | $42.7M | 13.46% | +10,000+1.2% | Added |
| Prudential Financial Inc | 831,045 | $40.9M | 0.06% | +68,030+8.9% | Added |
| Wedge Capital Management L L P | 743,537 | $36.6M | 0.72% | −36,723−4.7% | Reduced |
| Millennium Management LLC | 737,966 | $36.3M | 0.04% | −170,977−18.8% | Reduced |
| First Trust Advisors LP | 680,563 | $33.5M | 0.04% | −63,613−8.5% | Reduced |
| Principal Financial Group Inc | 679,908 | $33.4M | 0.02% | −17,095−2.5% | Reduced |
| Virginia Retirement Systems Et Al | 649,100 | $31.9M | 0.32% | −2,900−0.4% | Reduced |
| LMR Partners LLP | 624,016 | $30.7M | 0.69% | −27,102−4.2% | Reduced |
| Man Group plc | – | $30.5M | 0.09% | – | – |
| Clark Capital Management Group, Inc. | 591,538 | $29.1M | 0.29% | +591,538 | New |
| JPMorgan Chase & Co | 589,829 | $29.0M | 0.00% | −22,563−3.7% | Reduced |
| Rhumbline Advisers | 589,012 | $29.0M | 0.03% | −4,412−0.7% | Reduced |
| Acadian Asset Management LLC | 585,389 | $28.8M | 0.12% | −700,015−54.5% | Reduced |
| Schroder Investment Management Group | 580,587 | $28.6M | 0.04% | −25,854−4.3% | Reduced |
| UBS Group AG | 562,518 | $27.7M | 0.01% | +212,824+60.9% | Added |
| Legal & General Group Plc | 541,275 | $26.6M | 0.01% | −9,479−1.7% | Reduced |
| Qube Research & Technologies Ltd | 540,082 | $26.6M | 0.08% | +518,830+2,441.3% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 539,752 | $26.6M | 0.17% | −247,180−31.4% | Reduced |
| Grace & White Inc | 525,756 | $25.9M | 4.82% | −34,217−6.1% | Reduced |
| Bank of America Corp | 524,737 | $25.8M | 0.00% | −19,228−3.5% | Reduced |
| Manufacturers Life Insurance Company, The | 443,869 | $21.8M | 0.01% | +28,938+7.0% | Added |
| Swiss National Bank | 433,300 | $21.3M | 0.02% | +3,100+0.7% | Added |
| Retirement Systems of Alabama | 433,203 | $21.3M | 0.10% | −20,521−4.5% | Reduced |
| Robeco Institutional Asset Management B.V. | 432,155 | $21.3M | 0.06% | −6,730−1.5% | Reduced |
| Ameriprise Financial Inc | 431,179 | $21.2M | 0.01% | −9,474−2.1% | Reduced |
| Guggenheim Capital LLC | 422,354 | $20.8M | 0.18% | −43,183−9.3% | Reduced |
| McGowan Group Asset Management, Inc. | 421,968 | $20.8M | 3.28% | −2,944−0.7% | Reduced |
| California Public Employees Retirement System | 416,060 | $20.5M | 0.02% | +4,041+1.0% | Added |
| Truist Financial Corp | 404,816 | $19.9M | 0.03% | −12,563−3.0% | Reduced |
| Advisor Group Holdings, Inc. | 389,221 | $19.1M | 0.03% | +167,177+75.3% | Added |
| Prana Capital Management, LP | 387,863 | $19.1M | 1.24% | +57,127+17.3% | Added |
| Citadel Advisors LLC | 387,754 | $19.1M | 0.02% | −168,583−30.3% | Reduced |
| Franklin Resources Inc | 386,196 | $19.0M | 0.01% | −89,367−18.8% | Reduced |
| Macquarie Group Ltd | 381,648 | $18.8M | 0.02% | −2,865−0.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 375,348 | $18.5M | 0.17% | −69,817−15.7% | Reduced |
| UBS Asset Management Americas Inc | 364,472 | $17.9M | 0.01% | −17,798−4.7% | Reduced |
| Interval Partners, LP | 361,425 | $17.8M | 0.73% | +153,984+74.2% | Added |
| Storebrand Asset Management AS | 352,179 | $17.3M | 0.08% | −1,485−0.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 346,458 | $17.0M | 0.25% | −160,471−31.7% | Reduced |
| AXA S.A. | 343,100 | $16.9M | 0.06% | +25,100+7.9% | Added |
| Assenagon Asset Management S.A. | 342,058 | $16.8M | 0.06% | +150,454+78.5% | Added |
| Algebris (UK) Ltd | 334,331 | $16.5M | 8.41% | +59,817+21.8% | Added |
| Voya Investment Management LLC | 321,743 | $15.8M | 0.02% | −68,124−17.5% | Reduced |
| Lazard Asset Management LLC | 320,451 | $15.8M | 0.02% | +77,352+31.8% | Added |
| Gillson Capital LP | 312,905 | $15.4M | 1.14% | −160,430−33.9% | Reduced |
| Alliancebernstein L.P. | 305,928 | $15.0M | 0.01% | −28,629−8.6% | Reduced |
| Credit Suisse AG | 303,266 | $14.9M | 0.02% | −5,320−1.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 300,726 | $14.8M | 0.03% | −13,573−4.3% | Reduced |
| LPL Financial LLC | 296,972 | $14.6M | 0.01% | +20,469+7.4% | Added |
| Renaissance Technologies LLC | 296,000 | $14.6M | 0.02% | −15,700−5.0% | Reduced |
| Twinbeech Capital LP | 290,955 | $14.3M | 0.27% | +290,955 | New |
| Brandywine Global Investment Management, LLC | 279,006 | $13.7M | 0.12% | +20,202+7.8% | Added |
| Hancock Whitney Corp | 269,351 | $13.2M | 0.55% | +25,260+10.3% | Added |
| Kettle Hill Capital Management, LLC | 265,528 | $13.1M | 2.91% | +265,528 | New |
| American International Group, Inc. | 259,186 | $12.7M | 0.08% | −20,322−7.3% | Reduced |
| Boston Common Asset Management, LLC | 257,873 | $12.7M | 0.30% | −48,769−15.9% | Reduced |
| Artemis Investment Management LLP | 252,414 | $12.4M | 0.17% | −36,151−12.5% | Reduced |
| Gateway Investment Advisers LLC | 251,541 | $12.4M | 0.16% | 00.0% | Unchanged |
| Raymond James & Associates | 248,052 | $12.2M | 0.01% | +4,372+1.8% | Added |
| Thrivent Financial for Lutherans | 244,189 | $12.0M | 0.03% | −85,815−26.0% | Reduced |
| Stifel Financial Corp | 240,376 | $11.8M | 0.02% | +49,345+25.8% | Added |
| SEI Investments Co | 239,543 | $11.8M | 0.02% | +36,489+18.0% | Added |
| State of Tennessee, Treasury Department | 224,621 | $11.0M | 0.04% | +99,840+80.0% | Added |
| Glenmede Trust Co NA | 223,229 | $11.0M | 0.06% | +32,454+17.0% | Added |
| American Century Companies Inc | 222,878 | $11.0M | 0.01% | +28,898+14.9% | Added |
| California State Teachers Retirement System | 220,209 | $10.8M | 0.02% | −21,937−9.1% | Reduced |
| Wells Fargo & Company | 219,976 | $10.8M | 0.00% | −19,596−8.2% | Reduced |
| New York State Teachers Retirement System | 218,362 | $10.7M | 0.03% | −1,745−0.8% | Reduced |
| NewSquare Capital LLC | 218,111 | $10.6M | 1.12% | +6,927+3.3% | Added |
| New York State Common Retirement Fund | 207,705 | $10.2M | 0.01% | −28,961−12.2% | Reduced |
| Captrust Financial Advisors | 206,117 | $10.1M | 0.04% | −15,631−7.0% | Reduced |
| Great West Life Assurance Co | 198,513 | $9.77M | 0.02% | +8,046+4.2% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 193,756 | $9.53M | 2.76% | +193,756 | New |