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 |
|---|---|---|---|---|---|
| Hancock Whitney Corp | 269,351 | $13.2M | 0.55% | +25,260+10.3% | Added |
| Brandywine Global Investment Management, LLC | 279,006 | $13.7M | 0.12% | +20,202+7.8% | Added |
| Twinbeech Capital LP | 290,955 | $14.3M | 0.27% | +290,955 | New |
| Renaissance Technologies LLC | 296,000 | $14.6M | 0.02% | −15,700−5.0% | Reduced |
| LPL Financial LLC | 296,972 | $14.6M | 0.01% | +20,469+7.4% | Added |
| Allspring Global Investments Holdings, LLC | 300,726 | $14.8M | 0.03% | −13,573−4.3% | Reduced |
| Credit Suisse AG | 303,266 | $14.9M | 0.02% | −5,320−1.7% | Reduced |
| Alliancebernstein L.P. | 305,928 | $15.0M | 0.01% | −28,629−8.6% | Reduced |
| Gillson Capital LP | 312,905 | $15.4M | 1.14% | −160,430−33.9% | Reduced |
| Lazard Asset Management LLC | 320,451 | $15.8M | 0.02% | +77,352+31.8% | Added |
| Voya Investment Management LLC | 321,743 | $15.8M | 0.02% | −68,124−17.5% | Reduced |
| Algebris (UK) Ltd | 334,331 | $16.5M | 8.41% | +59,817+21.8% | Added |
| Assenagon Asset Management S.A. | 342,058 | $16.8M | 0.06% | +150,454+78.5% | Added |
| AXA S.A. | 343,100 | $16.9M | 0.06% | +25,100+7.9% | Added |
| O'Shaughnessy Asset Management, LLC | 346,458 | $17.0M | 0.25% | −160,471−31.7% | Reduced |
| Storebrand Asset Management AS | 352,179 | $17.3M | 0.08% | −1,485−0.4% | Reduced |
| Interval Partners, LP | 361,425 | $17.8M | 0.73% | +153,984+74.2% | Added |
| UBS Asset Management Americas Inc | 364,472 | $17.9M | 0.01% | −17,798−4.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 375,348 | $18.5M | 0.17% | −69,817−15.7% | Reduced |
| Macquarie Group Ltd | 381,648 | $18.8M | 0.02% | −2,865−0.7% | Reduced |
| Franklin Resources Inc | 386,196 | $19.0M | 0.01% | −89,367−18.8% | Reduced |
| Citadel Advisors LLC | 387,754 | $19.1M | 0.02% | −168,583−30.3% | Reduced |
| Prana Capital Management, LP | 387,863 | $19.1M | 1.24% | +57,127+17.3% | Added |
| Advisor Group Holdings, Inc. | 389,221 | $19.1M | 0.03% | +167,177+75.3% | Added |
| Truist Financial Corp | 404,816 | $19.9M | 0.03% | −12,563−3.0% | Reduced |
| California Public Employees Retirement System | 416,060 | $20.5M | 0.02% | +4,041+1.0% | Added |
| McGowan Group Asset Management, Inc. | 421,968 | $20.8M | 3.28% | −2,944−0.7% | Reduced |
| Guggenheim Capital LLC | 422,354 | $20.8M | 0.18% | −43,183−9.3% | Reduced |
| Ameriprise Financial Inc | 431,179 | $21.2M | 0.01% | −9,474−2.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 432,155 | $21.3M | 0.06% | −6,730−1.5% | Reduced |
| Retirement Systems of Alabama | 433,203 | $21.3M | 0.10% | −20,521−4.5% | Reduced |
| Swiss National Bank | 433,300 | $21.3M | 0.02% | +3,100+0.7% | Added |
| Manufacturers Life Insurance Company, The | 443,869 | $21.8M | 0.01% | +28,938+7.0% | Added |
| Bank of America Corp | 524,737 | $25.8M | 0.00% | −19,228−3.5% | Reduced |
| Grace & White Inc | 525,756 | $25.9M | 4.82% | −34,217−6.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 539,752 | $26.6M | 0.17% | −247,180−31.4% | Reduced |
| Qube Research & Technologies Ltd | 540,082 | $26.6M | 0.08% | +518,830+2,441.3% | Added |
| Legal & General Group Plc | 541,275 | $26.6M | 0.01% | −9,479−1.7% | Reduced |
| UBS Group AG | 562,518 | $27.7M | 0.01% | +212,824+60.9% | Added |
| Schroder Investment Management Group | 580,587 | $28.6M | 0.04% | −25,854−4.3% | Reduced |
| Acadian Asset Management LLC | 585,389 | $28.8M | 0.12% | −700,015−54.5% | Reduced |
| Rhumbline Advisers | 589,012 | $29.0M | 0.03% | −4,412−0.7% | Reduced |
| JPMorgan Chase & Co | 589,829 | $29.0M | 0.00% | −22,563−3.7% | Reduced |
| Clark Capital Management Group, Inc. | 591,538 | $29.1M | 0.29% | +591,538 | New |
| Man Group plc | – | $30.5M | 0.09% | – | – |
| LMR Partners LLP | 624,016 | $30.7M | 0.69% | −27,102−4.2% | Reduced |
| Virginia Retirement Systems Et Al | 649,100 | $31.9M | 0.32% | −2,900−0.4% | Reduced |
| Principal Financial Group Inc | 679,908 | $33.4M | 0.02% | −17,095−2.5% | Reduced |
| First Trust Advisors LP | 680,563 | $33.5M | 0.04% | −63,613−8.5% | Reduced |
| Millennium Management LLC | 737,966 | $36.3M | 0.04% | −170,977−18.8% | Reduced |
| Wedge Capital Management L L P | 743,537 | $36.6M | 0.72% | −36,723−4.7% | Reduced |
| Prudential Financial Inc | 831,045 | $40.9M | 0.06% | +68,030+8.9% | Added |
| Boone Capital Management LLC | 867,565 | $42.7M | 13.46% | +10,000+1.2% | Added |
| Nuveen Asset Management, LLC | 910,998 | $44.8M | 0.02% | −168,113−15.6% | Reduced |
| Allianz Asset Management GmbH | 917,460 | $45.1M | 0.09% | −36,268−3.8% | Reduced |
| Two Sigma Advisers, LP | 927,600 | $45.6M | 0.12% | −309,200−25.0% | Reduced |
| Point72 Asset Management, L.P. | 1,008,004 | $49.6M | 0.17% | −160,478−13.7% | Reduced |
| Adage Capital Partners GP, L.L.C. | 1,025,000 | $50.4M | 0.11% | +875,000+583.3% | Added |
| Nordea Investment Management AB | 1,086,232 | $53.8M | 0.07% | −88,305−7.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,113,563 | $54.8M | 0.07% | +539,739+94.1% | Added |
| Victory Capital Management Inc | 1,171,094 | $57.6M | 0.07% | −182,422−13.5% | Reduced |
| Assetmark, Inc | 1,224,043 | $60.2M | 0.24% | −38,252−3.0% | Reduced |
| Northern Trust Corp | 1,556,120 | $76.5M | 0.01% | −108,360−6.5% | Reduced |
| Royal Bank of Canada | 1,710,293 | $84.1M | 0.02% | +70,957+4.3% | Added |
| Invesco Ltd. | 1,715,656 | $84.4M | 0.02% | +236,261+16.0% | Added |
| Goldman Sachs Group Inc | 1,725,610 | $84.9M | 0.02% | −9,835−0.6% | Reduced |
| Bank of New York Mellon Corp | 2,512,633 | $123.6M | 0.03% | −68,682−2.7% | Reduced |
| LSV Asset Management | 2,856,877 | $140.5M | 0.33% | +71,561+2.6% | Added |
| Geode Capital Management, LLC | 2,867,962 | $141.3M | 0.02% | −35,238−1.2% | Reduced |
| Donald Smith & Co., Inc. | 3,523,500 | $173.3M | 5.96% | −169,194−4.6% | Reduced |
| AQR Capital Management LLC | 3,545,767 | $174.4M | 0.36% | +313,482+9.7% | Added |
| Morgan Stanley | 3,547,475 | $174.5M | 0.02% | −182,381−4.9% | Reduced |
| Charles Schwab Investment Management Inc | 4,192,202 | $206.2M | 0.06% | −488,738−10.4% | Reduced |
| Viking Global Investors LPSuperinvestorViking Global Investors | 4,778,110 | $235.0M | 0.95% | −493,277−9.4% | Reduced |
| Dimensional Fund Advisors LP | 5,676,906 | $279.3M | 0.09% | −680,552−10.7% | Reduced |
| State Street Corp | 5,917,420 | $291.1M | 0.02% | +25,124+0.4% | Added |
| Norges Bank | 11,379,966 | $559.8M | 0.11% | +143,667+1.3% | Added |
| FMR LLC | 12,585,614 | $619.1M | 0.05% | +236,136+1.9% | Added |
| Vanguard Group Inc | 20,289,815 | $998.1M | 0.02% | −268,553−1.3% | Reduced |
| BlackRock Inc. | 23,315,754 | $1.15B | 0.03% | +172,485+0.7% | Added |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −342,500−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −339,178−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −330,317−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −126,012−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −53,971−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −46,643−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −26,883−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −23,433−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −22,600−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −21,947−100.0% | Sold out |
| Kiwi Wealth Investments Limited Partnership | 0 | $0 | 0.00% | −18,033−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −17,678−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −17,200−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −16,114−100.0% | Sold out |
| Portman Square Capital LLP | 0 | $0 | 0.00% | −14,470−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −11,272−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −9,398−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −7,300−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −6,300−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −6,084−100.0% | Sold out |