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, Q1 2024
Institutional positions in Unum Group as of Mar 31, 2024. 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
- +15 vs. Q4 2023
- Shares held
- 165.5M
- −377.4K (−0.2%) vs. Q4 2023
- Total value
- $8.87B
- +$1.37B (+18.3%) vs. Q4 2023
- New holders
- 80
- 188 more added
- Sold out
- 65
- 223 more reduced
7 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Unum Group; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 20,332,276 | $1.09B | 0.02% | −258,379−1.3% | Reduced |
| BlackRock Inc. | 19,597,625 | $1.05B | 0.02% | −3,816,515−16.3% | Reduced |
| FMR LLC | 15,858,013 | $850.9M | 0.06% | +1,126,735+7.6% | Added |
| Norges Bank | 13,330,829 | $715.3M | 0.11% | +272,693+2.1% | Added |
| State Street Corp | 6,189,713 | $332.1M | 0.01% | +44,348+0.7% | Added |
| Charles Schwab Investment Management Inc | 5,452,264 | $292.6M | 0.07% | +1,289,832+31.0% | Added |
| Dimensional Fund Advisors LP | 5,318,773 | $285.4M | 0.08% | −72,259−1.3% | Reduced |
| Morgan Stanley | 4,230,956 | $227.0M | 0.02% | +185,055+4.6% | Added |
| AQR Capital Management LLC | 3,752,045 | $201.3M | 0.34% | +170,593+4.8% | Added |
| Donald Smith & Co., Inc. | 3,663,112 | $196.6M | 4.57% | −24,070−0.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 3,146,591 | $168.8M | 0.16% | +1,493,860+90.4% | Added |
| Geode Capital Management, LLC | 3,061,402 | $164.3M | 0.02% | +99,010+3.3% | Added |
| Nordea Investment Management AB | 2,961,539 | $158.6M | 0.19% | +1,008,776+51.7% | Added |
| LSV Asset Management | 2,900,320 | $155.6M | 0.32% | −30,257−1.0% | Reduced |
| Bank of New York Mellon Corp | 2,178,960 | $116.9M | 0.02% | −112,090−4.9% | Reduced |
| Goldman Sachs Group Inc | 1,909,656 | $102.5M | 0.02% | −107,711−5.3% | Reduced |
| Royal Bank of Canada | 1,683,264 | $90.3M | 0.02% | −86,363−4.9% | Reduced |
| Invesco Ltd. | 1,371,948 | $73.6M | 0.02% | −373,091−21.4% | Reduced |
| Two Sigma Advisers, LP | 1,336,200 | $71.7M | 0.17% | −207,700−13.5% | Reduced |
| Northern Trust Corp | 1,306,990 | $70.1M | 0.01% | −247,787−15.9% | Reduced |
| First Trust Advisors LP | 1,231,223 | $66.1M | 0.07% | +257,743+26.5% | Added |
| Millennium Management LLC | 1,216,668 | $65.3M | 0.06% | −600,488−33.0% | Reduced |
| Assetmark, Inc | 1,195,464 | $64.1M | 0.21% | −16,098−1.3% | Reduced |
| Nuveen Asset Management, LLC | 1,177,978 | $63.2M | 0.02% | +216,933+22.6% | Added |
| Boone Capital Management LLC | 1,025,027 | $55.0M | 11.12% | +63,366+6.6% | Added |
| Two Sigma Investments, LP | 1,007,218 | $54.0M | 0.13% | −228,110−18.5% | Reduced |
| Amundi | 945,552 | $48.0M | 0.02% | +707,826+297.7% | Added |
| Renaissance Technologies LLC | 827,400 | $44.4M | 0.07% | +378,600+84.4% | Added |
| Allianz Asset Management GmbH | 813,108 | $43.6M | 0.07% | −137,806−14.5% | Reduced |
| Wedge Capital Management L L P | 808,147 | $43.4M | 0.70% | −58,334−6.7% | Reduced |
| Man Group plc | 789,464 | $42.4M | 0.11% | +193,109+32.4% | Added |
| Assenagon Asset Management S.A. | 778,129 | $41.8M | 0.11% | +357,475+85.0% | Added |
| D. E. Shaw & Co., Inc. | 706,795 | $37.9M | 0.05% | −309,739−30.5% | Reduced |
| Victory Capital Management Inc | 687,630 | $36.9M | 0.04% | +33,477+5.1% | Added |
| Principal Financial Group Inc | 686,154 | $36.8M | 0.02% | +11,611+1.7% | Added |
| ProShare Advisors LLC | 636,320 | $34.1M | 0.09% | +626,676+6,498.1% | Added |
| Woodline Partners LP | 611,646 | $32.8M | 0.30% | +611,646 | New |
| JPMorgan Chase & Co | 609,250 | $32.7M | 0.00% | +41,191+7.3% | Added |
| Bank of America Corp | 602,564 | $32.3M | 0.00% | +193,604+47.3% | Added |
| Prana Capital Management, LP | 588,464 | $31.6M | 1.42% | +104,854+21.7% | Added |
| Rhumbline Advisers | 575,410 | $30.9M | 0.03% | +15,173+2.7% | Added |
| Schroder Investment Management Group | 520,400 | $27.9M | 0.03% | +5,545+1.1% | Added |
| Retirement Systems of Alabama | 520,390 | $27.9M | 0.11% | −1,337−0.3% | Reduced |
| Grace & White Inc | 503,156 | $27.0M | 4.86% | −17,300−3.3% | Reduced |
| Legal & General Group Plc | 478,327 | $25.7M | 0.01% | −40,033−7.7% | Reduced |
| Qube Research & Technologies Ltd | 446,089 | $23.9M | 0.04% | −305,578−40.7% | Reduced |
| Guggenheim Capital LLC | 423,977 | $22.8M | 0.16% | +5,421+1.3% | Added |
| Voya Investment Management LLC | 419,211 | $22.5M | 0.02% | +21,147+5.3% | Added |
| Ameriprise Financial Inc | 413,547 | $22.2M | 0.01% | −5,959−1.4% | Reduced |
| McGowan Group Asset Management, Inc. | 413,006 | $22.2M | 3.20% | −3,041−0.7% | Reduced |
| Lazard Asset Management LLC | 411,467 | $22.1M | 0.03% | +69,928+20.5% | Added |
| Manufacturers Life Insurance Company, The | 406,405 | $21.8M | 0.02% | −3,990−1.0% | Reduced |
| Prudential Financial Inc | 391,182 | $21.0M | 0.03% | −277,449−41.5% | Reduced |
| Swiss National Bank | 385,100 | $20.7M | 0.01% | −400−0.1% | Reduced |
| Truist Financial Corp | 383,548 | $20.6M | 0.03% | −836−0.2% | Reduced |
| California Public Employees Retirement System | 383,264 | $20.6M | 0.01% | −16,151−4.0% | Reduced |
| Brandywine Global Investment Management, LLC | 380,920 | $20.4M | 0.15% | +47,896+14.4% | Added |
| SEI Investments Co | 377,627 | $20.3M | 0.03% | +194,125+105.8% | Added |
| Barclays PLC | 369,339 | $19.8M | 0.01% | +116,558+46.1% | Added |
| Alliancebernstein L.P. | 361,361 | $19.4M | 0.01% | −19,454−5.1% | Reduced |
| Squarepoint Ops LLC | 361,190 | $19.4M | 0.08% | +722+0.2% | Added |
| UBS Asset Management Americas Inc | 359,676 | $19.3M | 0.01% | −522−0.1% | Reduced |
| Storebrand Asset Management AS | 343,375 | $18.4M | 0.06% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 328,063 | $17.6M | 0.03% | +117,497+55.8% | Added |
| Glenmede Trust Co NA | 325,387 | $17.5M | 0.09% | +86,409+36.2% | Added |
| UBS Group AG | 323,778 | $17.4M | 0.01% | −360,621−52.7% | Reduced |
| Franklin Resources Inc | 295,679 | $15.9M | 0.01% | −40,380−12.0% | Reduced |
| Cubist Systematic Strategies, LLC | 289,421 | $15.5M | 0.18% | +46,798+19.3% | Added |
| Credit Suisse AG | 285,752 | $15.3M | 0.01% | −42,014−12.8% | Reduced |
| Voloridge Investment Management, LLC | 265,630 | $14.3M | 0.05% | −96,463−26.6% | Reduced |
| LPL Financial LLC | 261,678 | $14.0M | 0.01% | −10,127−3.7% | Reduced |
| Gateway Investment Advisers LLC | 250,757 | $13.5M | 0.15% | −290−0.1% | Reduced |
| American Century Companies Inc | 249,717 | $13.4M | 0.01% | +50,651+25.4% | Added |
| DekaBank Deutsche Girozentrale | 250,712 | $13.4M | 0.02% | +91,026+57.0% | Added |
| American International Group, Inc. | 240,732 | $12.9M | 0.05% | −7,031−2.8% | Reduced |
| D. Scott Neal, Inc. | 224,960 | $12.1M | 7.89% | +224,960 | New |
| South Dakota Investment Council | 218,382 | $11.7M | 0.24% | +41,786+23.7% | Added |
| New York State Teachers Retirement System | 218,236 | $11.7M | 0.02% | +1000.0% | Added |
| AXA S.A. | 208,813 | $11.2M | 0.03% | +17,613+9.2% | Added |
| Bank of Montreal | 206,058 | $11.1M | 0.01% | +144,486+234.7% | Added |
| Captrust Financial Advisors | 198,960 | $10.7M | 0.04% | −12,851−6.1% | Reduced |
| Stifel Financial Corp | 198,751 | $10.7M | 0.01% | −21,938−9.9% | Reduced |
| California State Teachers Retirement System | 196,819 | $10.6M | 0.01% | −11,916−5.7% | Reduced |
| Citadel Advisors LLC | 194,889 | $10.5M | 0.01% | −546,469−73.7% | Reduced |
| National Bank of Canada | 192,008 | $10.2M | 0.02% | +167,895+696.3% | Added |
| Jacobs Levy Equity Management, Inc | 182,155 | $9.77M | 0.04% | +3,004+1.7% | Added |
| NewSquare Capital LLC | 181,413 | $9.57M | 0.85% | −46,719−20.5% | Reduced |
| Raymond James & Associates | 175,850 | $9.44M | 0.01% | +50,712+40.5% | Added |
| Quantinno Capital Management LP | 170,044 | $9.13M | 0.20% | +89,416+110.9% | Added |
| M&G Plc | 166,446 | $8.99M | 0.05% | +166,446 | New |
| Great West Life Assurance Co | 162,545 | $8.72M | 0.02% | +6,674+4.3% | Added |
| Artemis Investment Management LLP | 161,841 | $8.68M | 0.11% | +49,646+44.2% | Added |
| Texas Permanent School Fund | 159,106 | $8.54M | 0.07% | +723+0.5% | Added |
| Advisor Group Holdings, Inc. | 158,187 | $8.49M | 0.02% | −109,262−40.9% | Reduced |
| CI Private Wealth, LLC | 156,194 | $8.38M | 0.01% | −14,805−8.7% | Reduced |
| New York State Common Retirement Fund | 152,096 | $8.16M | 0.01% | −14,240−8.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 151,066 | $8.11M | 0.02% | −205,178−57.6% | Reduced |
| Barnett & Company, Inc. | 150,057 | $8.05M | 5.51% | −4,133−2.7% | Reduced |
| Neuberger Berman Group LLC | 147,466 | $7.91M | 0.01% | +123,083+504.8% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 145,784 | $7.82M | 0.03% | −1,619−1.1% | Reduced |