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 2023
Institutional positions in Unum Group as of Dec 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
- 572
- 0 vs. Q3 2023
- Shares held
- 166.2M
- +2.09M (+1.3%) vs. Q3 2023
- Total value
- $7.51B
- −$588.4M (−7.3%) vs. Q3 2023
- New holders
- 73
- 195 more added
- Sold out
- 73
- 221 more reduced
8 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Unum Group; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 23,414,140 | $1.06B | 0.03% | +98,386+0.4% | Added |
| Vanguard Group Inc | 20,590,655 | $931.1M | 0.02% | +300,840+1.5% | Added |
| FMR LLC | 14,731,278 | $666.1M | 0.05% | +2,145,664+17.0% | Added |
| Norges Bank | 13,058,136 | $590.5M | 0.10% | +1,678,170+14.7% | Added |
| State Street Corp | 6,145,365 | $277.9M | 0.01% | +227,945+3.9% | Added |
| Dimensional Fund Advisors LP | 5,391,032 | $243.8M | 0.07% | −285,874−5.0% | Reduced |
| Charles Schwab Investment Management Inc | 4,162,432 | $188.2M | 0.05% | −29,770−0.7% | Reduced |
| Morgan Stanley | 4,045,901 | $183.0M | 0.02% | +498,426+14.1% | Added |
| Donald Smith & Co., Inc. | 3,687,182 | $166.7M | 4.28% | +163,682+4.6% | Added |
| AQR Capital Management LLC | 3,581,452 | $162.0M | 0.30% | +35,685+1.0% | Added |
| Geode Capital Management, LLC | 2,962,392 | $134.0M | 0.01% | +94,430+3.3% | Added |
| LSV Asset Management | 2,930,577 | $132.5M | 0.29% | +73,700+2.6% | Added |
| Bank of New York Mellon Corp | 2,291,050 | $103.6M | 0.02% | −221,583−8.8% | Reduced |
| Goldman Sachs Group Inc | 2,017,367 | $91.2M | 0.02% | +291,757+16.9% | Added |
| Nordea Investment Management AB | 1,952,763 | $88.6M | 0.11% | +866,531+79.8% | Added |
| Millennium Management LLC | 1,817,156 | $82.2M | 0.08% | +1,079,190+146.2% | Added |
| Royal Bank of Canada | 1,769,627 | $80.0M | 0.02% | +59,334+3.5% | Added |
| Invesco Ltd. | 1,745,039 | $78.9M | 0.02% | +29,383+1.7% | Added |
| Arrowstreet Capital, Limited Partnership | 1,652,731 | $74.7M | 0.08% | +539,168+48.4% | Added |
| Northern Trust Corp | 1,554,777 | $70.3M | 0.01% | −1,343−0.1% | Reduced |
| Two Sigma Advisers, LP | 1,543,900 | $69.8M | 0.16% | +616,300+66.4% | Added |
| Two Sigma Investments, LP | 1,235,328 | $55.9M | 0.13% | +1,185,114+2,360.1% | Added |
| Assetmark, Inc | 1,211,562 | $54.8M | 0.20% | −12,481−1.0% | Reduced |
| D. E. Shaw & Co., Inc. | 1,016,534 | $46.0M | 0.07% | +910,773+861.2% | Added |
| First Trust Advisors LP | 973,480 | $44.0M | 0.05% | +292,917+43.0% | Added |
| Boone Capital Management LLC | 961,661 | $43.5M | 10.15% | +94,096+10.8% | Added |
| Nuveen Asset Management, LLC | 961,045 | $43.5M | 0.01% | +50,047+5.5% | Added |
| Allianz Asset Management GmbH | 950,914 | $43.0M | 0.08% | +33,454+3.6% | Added |
| Adage Capital Partners GP, L.L.C. | 900,000 | $40.7M | 0.08% | −125,000−12.2% | Reduced |
| Wedge Capital Management L L P | 866,481 | $39.2M | 0.70% | +122,944+16.5% | Added |
| Acadian Asset Management LLC | 823,085 | $37.2M | 0.14% | +237,696+40.6% | Added |
| Qube Research & Technologies Ltd | 751,667 | $34.0M | 0.08% | +211,585+39.2% | Added |
| Citadel Advisors LLC | 741,358 | $33.5M | 0.03% | +353,604+91.2% | Added |
| UBS Group AG | 684,399 | $30.9M | 0.01% | +121,881+21.7% | Added |
| Principal Financial Group Inc | 674,543 | $30.5M | 0.02% | −5,365−0.8% | Reduced |
| Prudential Financial Inc | 668,631 | $30.2M | 0.05% | −162,414−19.5% | Reduced |
| Victory Capital Management Inc | 654,153 | $29.6M | 0.03% | −516,941−44.1% | Reduced |
| Man Group plc | 596,355 | $27.0M | 0.08% | – | – |
| JPMorgan Chase & Co | 568,059 | $25.7M | 0.00% | −21,770−3.7% | Reduced |
| Rhumbline Advisers | 560,237 | $25.3M | 0.03% | −28,775−4.9% | Reduced |
| Retirement Systems of Alabama | 521,727 | $23.6M | 0.10% | +88,524+20.4% | Added |
| Grace & White Inc | 520,456 | $23.5M | 4.13% | −5,300−1.0% | Reduced |
| Legal & General Group Plc | 518,360 | $23.4M | 0.01% | −22,915−4.2% | Reduced |
| Schroder Investment Management Group | 514,855 | $23.3M | 0.03% | −65,732−11.3% | Reduced |
| Prana Capital Management, LP | 483,610 | $21.9M | 1.29% | +95,747+24.7% | Added |
| Renaissance Technologies LLC | 448,800 | $20.3M | 0.03% | +152,800+51.6% | Added |
| Assenagon Asset Management S.A. | 420,654 | $19.0M | 0.06% | +78,596+23.0% | Added |
| Ameriprise Financial Inc | 419,506 | $19.0M | 0.01% | −11,673−2.7% | Reduced |
| Guggenheim Capital LLC | 418,556 | $18.9M | 0.14% | −3,798−0.9% | Reduced |
| McGowan Group Asset Management, Inc. | 416,047 | $18.8M | 3.02% | −5,921−1.4% | Reduced |
| Manufacturers Life Insurance Company, The | 410,395 | $18.6M | 0.01% | −33,474−7.5% | Reduced |
| Bank of America Corp | 408,960 | $18.5M | 0.00% | −115,777−22.1% | Reduced |
| California Public Employees Retirement System | 399,415 | $18.1M | 0.01% | −16,645−4.0% | Reduced |
| Voya Investment Management LLC | 398,064 | $18.0M | 0.02% | +76,321+23.7% | Added |
| Swiss National Bank | 385,500 | $17.4M | 0.01% | −47,800−11.0% | Reduced |
| Truist Financial Corp | 384,384 | $17.4M | 0.03% | −20,432−5.0% | Reduced |
| Alliancebernstein L.P. | 380,815 | $17.2M | 0.01% | +74,887+24.5% | Added |
| Voloridge Investment Management, LLC | 362,093 | $16.4M | 0.06% | +362,093 | New |
| Squarepoint Ops LLC | 360,468 | $16.3M | 0.07% | +332,322+1,180.7% | Added |
| UBS Asset Management Americas Inc | 360,198 | $16.3M | 0.01% | −4,274−1.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 356,244 | $16.1M | 0.04% | −75,911−17.6% | Reduced |
| Storebrand Asset Management AS | 343,375 | $15.5M | 0.06% | −8,804−2.5% | Reduced |
| Lazard Asset Management LLC | 341,539 | $15.4M | 0.02% | +21,088+6.6% | Added |
| Franklin Resources Inc | 336,059 | $15.2M | 0.01% | −50,137−13.0% | Reduced |
| Brandywine Global Investment Management, LLC | 333,024 | $15.1M | 0.12% | +54,018+19.4% | Added |
| Credit Suisse AG | 327,766 | $14.8M | 0.01% | +24,500+8.1% | Added |
| Point72 Asset Management, L.P. | 284,390 | $12.9M | 0.04% | −723,614−71.8% | Reduced |
| LPL Financial LLC | 271,805 | $12.3M | 0.01% | −25,167−8.5% | Reduced |
| Hancock Whitney Corp | 267,783 | $12.1M | 0.45% | −1,568−0.6% | Reduced |
| Advisor Group Holdings, Inc. | 267,449 | $12.1M | 0.02% | −121,772−31.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 261,650 | $11.8M | 0.10% | −113,698−30.3% | Reduced |
| Barclays PLC | 252,781 | $11.4M | 0.01% | +75,724+42.8% | Added |
| Gateway Investment Advisers LLC | 251,047 | $11.4M | 0.13% | −494−0.2% | Reduced |
| American International Group, Inc. | 247,763 | $11.2M | 0.05% | −11,423−4.4% | Reduced |
| Cubist Systematic Strategies, LLC | 242,623 | $11.0M | 0.14% | +89,285+58.2% | Added |
| Glenmede Trust Co NA | 238,978 | $10.8M | 0.06% | +15,749+7.1% | Added |
| Amundi | 237,726 | $10.8M | 0.00% | +237,630+247,531.3% | Added |
| Russell Investments Group, Ltd. | 226,051 | $10.2M | 0.02% | +94,639+72.0% | Added |
| NewSquare Capital LLC | 228,132 | $10.2M | 0.97% | +10,021+4.6% | Added |
| Stifel Financial Corp | 220,689 | $9.98M | 0.01% | −19,687−8.2% | Reduced |
| New York State Teachers Retirement System | 218,136 | $9.86M | 0.02% | −226−0.1% | Reduced |
| Captrust Financial Advisors | 211,811 | $9.58M | 0.03% | +5,694+2.8% | Added |
| Allspring Global Investments Holdings, LLC | 210,566 | $9.52M | 0.02% | −90,160−30.0% | Reduced |
| California State Teachers Retirement System | 208,735 | $9.44M | 0.01% | −11,474−5.2% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 208,283 | $9.42M | 0.05% | −331,469−61.4% | Reduced |
| American Century Companies Inc | 199,066 | $9.00M | 0.01% | −23,812−10.7% | Reduced |
| AXA S.A. | 191,200 | $8.65M | 0.03% | −151,900−44.3% | Reduced |
| HSBC Holdings PLC | 189,308 | $8.57M | 0.01% | +145,993+337.0% | Added |
| SEI Investments Co | 183,502 | $8.30M | 0.01% | −56,041−23.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 180,905 | $8.18M | 0.04% | +180,905 | New |
| Jacobs Levy Equity Management, Inc | 179,151 | $8.10M | 0.04% | +44,280+32.8% | Added |
| M&G Investment Management Ltd | 177,585 | $7.99M | 0.05% | +13,968+8.5% | Added |
| South Dakota Investment Council | 176,596 | $7.99M | 0.17% | +87,428+98.0% | Added |
| CI Private Wealth, LLC | 170,999 | $7.73M | 0.01% | −13,757−7.4% | Reduced |
| New York State Common Retirement Fund | 166,336 | $7.52M | 0.01% | −41,369−19.9% | Reduced |
| State Board of Administration of Florida Retirement System | 164,422 | $7.44M | 0.02% | +88+0.1% | Added |
| Deutsche Bank AG | 160,794 | $7.27M | 0.00% | +130,965+439.1% | Added |
| Texas Permanent School Fund | 158,383 | $7.16M | 0.06% | +2,209+1.4% | Added |
| DekaBank Deutsche Girozentrale | 159,686 | $7.12M | 0.01% | +64,884+68.4% | Added |
| Great West Life Assurance Co | 155,871 | $7.03M | 0.02% | −42,642−21.5% | Reduced |