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 |
|---|---|---|---|---|---|
| Bank of Montreal | 206,058 | $11.1M | 0.01% | +144,486+234.7% | Added |
| AXA S.A. | 208,813 | $11.2M | 0.03% | +17,613+9.2% | Added |
| New York State Teachers Retirement System | 218,236 | $11.7M | 0.02% | +1000.0% | Added |
| South Dakota Investment Council | 218,382 | $11.7M | 0.24% | +41,786+23.7% | Added |
| D. Scott Neal, Inc. | 224,960 | $12.1M | 7.89% | +224,960 | New |
| American International Group, Inc. | 240,732 | $12.9M | 0.05% | −7,031−2.8% | Reduced |
| DekaBank Deutsche Girozentrale | 250,712 | $13.4M | 0.02% | +91,026+57.0% | Added |
| American Century Companies Inc | 249,717 | $13.4M | 0.01% | +50,651+25.4% | Added |
| Gateway Investment Advisers LLC | 250,757 | $13.5M | 0.15% | −290−0.1% | Reduced |
| LPL Financial LLC | 261,678 | $14.0M | 0.01% | −10,127−3.7% | Reduced |
| Voloridge Investment Management, LLC | 265,630 | $14.3M | 0.05% | −96,463−26.6% | Reduced |
| Credit Suisse AG | 285,752 | $15.3M | 0.01% | −42,014−12.8% | Reduced |
| Cubist Systematic Strategies, LLC | 289,421 | $15.5M | 0.18% | +46,798+19.3% | Added |
| Franklin Resources Inc | 295,679 | $15.9M | 0.01% | −40,380−12.0% | Reduced |
| UBS Group AG | 323,778 | $17.4M | 0.01% | −360,621−52.7% | Reduced |
| Glenmede Trust Co NA | 325,387 | $17.5M | 0.09% | +86,409+36.2% | Added |
| Allspring Global Investments Holdings, LLC | 328,063 | $17.6M | 0.03% | +117,497+55.8% | Added |
| Storebrand Asset Management AS | 343,375 | $18.4M | 0.06% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 359,676 | $19.3M | 0.01% | −522−0.1% | Reduced |
| Squarepoint Ops LLC | 361,190 | $19.4M | 0.08% | +722+0.2% | Added |
| Alliancebernstein L.P. | 361,361 | $19.4M | 0.01% | −19,454−5.1% | Reduced |
| Barclays PLC | 369,339 | $19.8M | 0.01% | +116,558+46.1% | Added |
| SEI Investments Co | 377,627 | $20.3M | 0.03% | +194,125+105.8% | Added |
| Brandywine Global Investment Management, LLC | 380,920 | $20.4M | 0.15% | +47,896+14.4% | Added |
| California Public Employees Retirement System | 383,264 | $20.6M | 0.01% | −16,151−4.0% | Reduced |
| Truist Financial Corp | 383,548 | $20.6M | 0.03% | −836−0.2% | Reduced |
| Swiss National Bank | 385,100 | $20.7M | 0.01% | −400−0.1% | Reduced |
| Prudential Financial Inc | 391,182 | $21.0M | 0.03% | −277,449−41.5% | Reduced |
| Manufacturers Life Insurance Company, The | 406,405 | $21.8M | 0.02% | −3,990−1.0% | Reduced |
| Lazard Asset Management LLC | 411,467 | $22.1M | 0.03% | +69,928+20.5% | Added |
| McGowan Group Asset Management, Inc. | 413,006 | $22.2M | 3.20% | −3,041−0.7% | Reduced |
| Ameriprise Financial Inc | 413,547 | $22.2M | 0.01% | −5,959−1.4% | Reduced |
| Voya Investment Management LLC | 419,211 | $22.5M | 0.02% | +21,147+5.3% | Added |
| Guggenheim Capital LLC | 423,977 | $22.8M | 0.16% | +5,421+1.3% | Added |
| Qube Research & Technologies Ltd | 446,089 | $23.9M | 0.04% | −305,578−40.7% | Reduced |
| Legal & General Group Plc | 478,327 | $25.7M | 0.01% | −40,033−7.7% | Reduced |
| Grace & White Inc | 503,156 | $27.0M | 4.86% | −17,300−3.3% | Reduced |
| Retirement Systems of Alabama | 520,390 | $27.9M | 0.11% | −1,337−0.3% | Reduced |
| Schroder Investment Management Group | 520,400 | $27.9M | 0.03% | +5,545+1.1% | Added |
| Rhumbline Advisers | 575,410 | $30.9M | 0.03% | +15,173+2.7% | Added |
| Prana Capital Management, LP | 588,464 | $31.6M | 1.42% | +104,854+21.7% | Added |
| Bank of America Corp | 602,564 | $32.3M | 0.00% | +193,604+47.3% | Added |
| JPMorgan Chase & Co | 609,250 | $32.7M | 0.00% | +41,191+7.3% | Added |
| Woodline Partners LP | 611,646 | $32.8M | 0.30% | +611,646 | New |
| ProShare Advisors LLC | 636,320 | $34.1M | 0.09% | +626,676+6,498.1% | Added |
| Principal Financial Group Inc | 686,154 | $36.8M | 0.02% | +11,611+1.7% | Added |
| Victory Capital Management Inc | 687,630 | $36.9M | 0.04% | +33,477+5.1% | Added |
| D. E. Shaw & Co., Inc. | 706,795 | $37.9M | 0.05% | −309,739−30.5% | Reduced |
| Assenagon Asset Management S.A. | 778,129 | $41.8M | 0.11% | +357,475+85.0% | Added |
| Man Group plc | 789,464 | $42.4M | 0.11% | +193,109+32.4% | Added |
| Wedge Capital Management L L P | 808,147 | $43.4M | 0.70% | −58,334−6.7% | Reduced |
| Allianz Asset Management GmbH | 813,108 | $43.6M | 0.07% | −137,806−14.5% | Reduced |
| Renaissance Technologies LLC | 827,400 | $44.4M | 0.07% | +378,600+84.4% | Added |
| Amundi | 945,552 | $48.0M | 0.02% | +707,826+297.7% | Added |
| Two Sigma Investments, LP | 1,007,218 | $54.0M | 0.13% | −228,110−18.5% | Reduced |
| Boone Capital Management LLC | 1,025,027 | $55.0M | 11.12% | +63,366+6.6% | Added |
| Nuveen Asset Management, LLC | 1,177,978 | $63.2M | 0.02% | +216,933+22.6% | Added |
| Assetmark, Inc | 1,195,464 | $64.1M | 0.21% | −16,098−1.3% | Reduced |
| Millennium Management LLC | 1,216,668 | $65.3M | 0.06% | −600,488−33.0% | Reduced |
| First Trust Advisors LP | 1,231,223 | $66.1M | 0.07% | +257,743+26.5% | Added |
| Northern Trust Corp | 1,306,990 | $70.1M | 0.01% | −247,787−15.9% | Reduced |
| Two Sigma Advisers, LP | 1,336,200 | $71.7M | 0.17% | −207,700−13.5% | Reduced |
| Invesco Ltd. | 1,371,948 | $73.6M | 0.02% | −373,091−21.4% | Reduced |
| Royal Bank of Canada | 1,683,264 | $90.3M | 0.02% | −86,363−4.9% | Reduced |
| Goldman Sachs Group Inc | 1,909,656 | $102.5M | 0.02% | −107,711−5.3% | Reduced |
| Bank of New York Mellon Corp | 2,178,960 | $116.9M | 0.02% | −112,090−4.9% | Reduced |
| LSV Asset Management | 2,900,320 | $155.6M | 0.32% | −30,257−1.0% | Reduced |
| Nordea Investment Management AB | 2,961,539 | $158.6M | 0.19% | +1,008,776+51.7% | Added |
| Geode Capital Management, LLC | 3,061,402 | $164.3M | 0.02% | +99,010+3.3% | Added |
| Arrowstreet Capital, Limited Partnership | 3,146,591 | $168.8M | 0.16% | +1,493,860+90.4% | Added |
| Donald Smith & Co., Inc. | 3,663,112 | $196.6M | 4.57% | −24,070−0.7% | Reduced |
| AQR Capital Management LLC | 3,752,045 | $201.3M | 0.34% | +170,593+4.8% | Added |
| Morgan Stanley | 4,230,956 | $227.0M | 0.02% | +185,055+4.6% | Added |
| Dimensional Fund Advisors LP | 5,318,773 | $285.4M | 0.08% | −72,259−1.3% | Reduced |
| Charles Schwab Investment Management Inc | 5,452,264 | $292.6M | 0.07% | +1,289,832+31.0% | Added |
| State Street Corp | 6,189,713 | $332.1M | 0.01% | +44,348+0.7% | Added |
| Norges Bank | 13,330,829 | $715.3M | 0.11% | +272,693+2.1% | Added |
| FMR LLC | 15,858,013 | $850.9M | 0.06% | +1,126,735+7.6% | Added |
| BlackRock Inc. | 19,597,625 | $1.05B | 0.02% | −3,816,515−16.3% | Reduced |
| Vanguard Group Inc | 20,332,276 | $1.09B | 0.02% | −258,379−1.3% | Reduced |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −900,000−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −284,390−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −180,905−100.0% | Sold out |
| Kettle Hill Capital Management, LLC | 0 | $0 | 0.00% | −132,481−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −125,002−100.0% | Sold out |
| Dorsey Wright & Associates | 0 | $0 | 0.00% | −93,524−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −68,177−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −51,247−100.0% | Sold out |
| Shilanski & Associates, Inc. | 0 | $0 | 0.00% | −45,109−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −43,900−100.0% | Sold out |
| Miller Howard Investments Inc | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −38,230−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −31,001−100.0% | Sold out |
| Eisler Capital (UK) Ltd. | 0 | $0 | 0.00% | −23,360−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −22,935−100.0% | Sold out |
| MorganRosel Wealth Management, LLC | 0 | $0 | 0.00% | −20,557−100.0% | Sold out |
| New Century Financial Group, LLC | 0 | $0 | 0.00% | −20,216−100.0% | Sold out |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −19,453−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −18,890−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −17,983−100.0% | Sold out |