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 |
|---|---|---|---|---|---|
| Barclays PLC | 252,781 | $11.4M | 0.01% | +75,724+42.8% | Added |
| Schonfeld Strategic Advisors LLC | 261,650 | $11.8M | 0.10% | −113,698−30.3% | Reduced |
| Advisor Group Holdings, Inc. | 267,449 | $12.1M | 0.02% | −121,772−31.3% | Reduced |
| Hancock Whitney Corp | 267,783 | $12.1M | 0.45% | −1,568−0.6% | Reduced |
| LPL Financial LLC | 271,805 | $12.3M | 0.01% | −25,167−8.5% | Reduced |
| Point72 Asset Management, L.P. | 284,390 | $12.9M | 0.04% | −723,614−71.8% | Reduced |
| Credit Suisse AG | 327,766 | $14.8M | 0.01% | +24,500+8.1% | Added |
| Brandywine Global Investment Management, LLC | 333,024 | $15.1M | 0.12% | +54,018+19.4% | Added |
| Franklin Resources Inc | 336,059 | $15.2M | 0.01% | −50,137−13.0% | Reduced |
| Lazard Asset Management LLC | 341,539 | $15.4M | 0.02% | +21,088+6.6% | Added |
| Storebrand Asset Management AS | 343,375 | $15.5M | 0.06% | −8,804−2.5% | Reduced |
| Robeco Institutional Asset Management B.V. | 356,244 | $16.1M | 0.04% | −75,911−17.6% | Reduced |
| UBS Asset Management Americas Inc | 360,198 | $16.3M | 0.01% | −4,274−1.2% | Reduced |
| Squarepoint Ops LLC | 360,468 | $16.3M | 0.07% | +332,322+1,180.7% | Added |
| Voloridge Investment Management, LLC | 362,093 | $16.4M | 0.06% | +362,093 | New |
| Alliancebernstein L.P. | 380,815 | $17.2M | 0.01% | +74,887+24.5% | Added |
| Truist Financial Corp | 384,384 | $17.4M | 0.03% | −20,432−5.0% | Reduced |
| Swiss National Bank | 385,500 | $17.4M | 0.01% | −47,800−11.0% | Reduced |
| Voya Investment Management LLC | 398,064 | $18.0M | 0.02% | +76,321+23.7% | Added |
| California Public Employees Retirement System | 399,415 | $18.1M | 0.01% | −16,645−4.0% | Reduced |
| Bank of America Corp | 408,960 | $18.5M | 0.00% | −115,777−22.1% | Reduced |
| Manufacturers Life Insurance Company, The | 410,395 | $18.6M | 0.01% | −33,474−7.5% | Reduced |
| McGowan Group Asset Management, Inc. | 416,047 | $18.8M | 3.02% | −5,921−1.4% | Reduced |
| Guggenheim Capital LLC | 418,556 | $18.9M | 0.14% | −3,798−0.9% | Reduced |
| Ameriprise Financial Inc | 419,506 | $19.0M | 0.01% | −11,673−2.7% | Reduced |
| Assenagon Asset Management S.A. | 420,654 | $19.0M | 0.06% | +78,596+23.0% | Added |
| Renaissance Technologies LLC | 448,800 | $20.3M | 0.03% | +152,800+51.6% | Added |
| Prana Capital Management, LP | 483,610 | $21.9M | 1.29% | +95,747+24.7% | Added |
| Schroder Investment Management Group | 514,855 | $23.3M | 0.03% | −65,732−11.3% | Reduced |
| Legal & General Group Plc | 518,360 | $23.4M | 0.01% | −22,915−4.2% | Reduced |
| Grace & White Inc | 520,456 | $23.5M | 4.13% | −5,300−1.0% | Reduced |
| Retirement Systems of Alabama | 521,727 | $23.6M | 0.10% | +88,524+20.4% | Added |
| Rhumbline Advisers | 560,237 | $25.3M | 0.03% | −28,775−4.9% | Reduced |
| JPMorgan Chase & Co | 568,059 | $25.7M | 0.00% | −21,770−3.7% | Reduced |
| Man Group plc | 596,355 | $27.0M | 0.08% | – | – |
| Victory Capital Management Inc | 654,153 | $29.6M | 0.03% | −516,941−44.1% | Reduced |
| Prudential Financial Inc | 668,631 | $30.2M | 0.05% | −162,414−19.5% | Reduced |
| Principal Financial Group Inc | 674,543 | $30.5M | 0.02% | −5,365−0.8% | Reduced |
| UBS Group AG | 684,399 | $30.9M | 0.01% | +121,881+21.7% | Added |
| Citadel Advisors LLC | 741,358 | $33.5M | 0.03% | +353,604+91.2% | Added |
| Qube Research & Technologies Ltd | 751,667 | $34.0M | 0.08% | +211,585+39.2% | Added |
| Acadian Asset Management LLC | 823,085 | $37.2M | 0.14% | +237,696+40.6% | Added |
| Wedge Capital Management L L P | 866,481 | $39.2M | 0.70% | +122,944+16.5% | Added |
| Adage Capital Partners GP, L.L.C. | 900,000 | $40.7M | 0.08% | −125,000−12.2% | Reduced |
| Allianz Asset Management GmbH | 950,914 | $43.0M | 0.08% | +33,454+3.6% | Added |
| Nuveen Asset Management, LLC | 961,045 | $43.5M | 0.01% | +50,047+5.5% | Added |
| Boone Capital Management LLC | 961,661 | $43.5M | 10.15% | +94,096+10.8% | Added |
| First Trust Advisors LP | 973,480 | $44.0M | 0.05% | +292,917+43.0% | Added |
| D. E. Shaw & Co., Inc. | 1,016,534 | $46.0M | 0.07% | +910,773+861.2% | Added |
| Assetmark, Inc | 1,211,562 | $54.8M | 0.20% | −12,481−1.0% | Reduced |
| Two Sigma Investments, LP | 1,235,328 | $55.9M | 0.13% | +1,185,114+2,360.1% | Added |
| Two Sigma Advisers, LP | 1,543,900 | $69.8M | 0.16% | +616,300+66.4% | Added |
| Northern Trust Corp | 1,554,777 | $70.3M | 0.01% | −1,343−0.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,652,731 | $74.7M | 0.08% | +539,168+48.4% | Added |
| Invesco Ltd. | 1,745,039 | $78.9M | 0.02% | +29,383+1.7% | Added |
| Royal Bank of Canada | 1,769,627 | $80.0M | 0.02% | +59,334+3.5% | Added |
| Millennium Management LLC | 1,817,156 | $82.2M | 0.08% | +1,079,190+146.2% | Added |
| Nordea Investment Management AB | 1,952,763 | $88.6M | 0.11% | +866,531+79.8% | Added |
| Goldman Sachs Group Inc | 2,017,367 | $91.2M | 0.02% | +291,757+16.9% | Added |
| Bank of New York Mellon Corp | 2,291,050 | $103.6M | 0.02% | −221,583−8.8% | Reduced |
| LSV Asset Management | 2,930,577 | $132.5M | 0.29% | +73,700+2.6% | Added |
| Geode Capital Management, LLC | 2,962,392 | $134.0M | 0.01% | +94,430+3.3% | Added |
| AQR Capital Management LLC | 3,581,452 | $162.0M | 0.30% | +35,685+1.0% | Added |
| Donald Smith & Co., Inc. | 3,687,182 | $166.7M | 4.28% | +163,682+4.6% | Added |
| Morgan Stanley | 4,045,901 | $183.0M | 0.02% | +498,426+14.1% | Added |
| Charles Schwab Investment Management Inc | 4,162,432 | $188.2M | 0.05% | −29,770−0.7% | Reduced |
| Dimensional Fund Advisors LP | 5,391,032 | $243.8M | 0.07% | −285,874−5.0% | Reduced |
| State Street Corp | 6,145,365 | $277.9M | 0.01% | +227,945+3.9% | Added |
| Norges Bank | 13,058,136 | $590.5M | 0.10% | +1,678,170+14.7% | Added |
| FMR LLC | 14,731,278 | $666.1M | 0.05% | +2,145,664+17.0% | Added |
| Vanguard Group Inc | 20,590,655 | $931.1M | 0.02% | +300,840+1.5% | Added |
| BlackRock Inc. | 23,414,140 | $1.06B | 0.03% | +98,386+0.4% | Added |
| Viking Global Investors LPSuperinvestorViking Global Investors | 0 | $0 | 0.00% | −4,778,110−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −624,016−100.0% | Sold out |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −591,538−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −361,425−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −312,905−100.0% | Sold out |
| Philadelphia Financial Management of San Francisco, LLC | 0 | $0 | 0.00% | −193,756−100.0% | Sold out |
| Beck Bode, LLC | 0 | $0 | 0.00% | −160,541−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Eagle Asset Management Inc | 0 | $0 | 0.00% | −147,196−100.0% | Sold out |
| Barometer Capital Management Inc. | 0 | $0 | 0.00% | −143,300−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −118,789−100.0% | Sold out |
| Beacon Harbor Wealth Advisors, Inc. | 0 | $0 | 0.00% | −103,709−100.0% | Sold out |
| Eaton Financial Holdings Company, LLC | 0 | $0 | 0.00% | −89,836−100.0% | Sold out |
| Oberweis Asset Management Inc | 0 | $0 | 0.00% | −76,700−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −61,763−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −28,620−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −25,978−100.0% | Sold out |
| Aquila Investment Management LLC | 0 | $0 | 0.00% | −21,000−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −16,912−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −15,903−100.0% | Sold out |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −14,720−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −14,606−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −14,148−100.0% | Sold out |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −13,641−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −13,045−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −11,967−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −11,849−100.0% | Sold out |