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, Q2 2024
Institutional positions in Unum Group as of Jun 30, 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
- 579
- +6 vs. Q1 2024
- Shares held
- 161.5M
- −3.71M (−2.2%) vs. Q1 2024
- Total value
- $8.25B
- −$603.8M (−6.8%) vs. Q1 2024
- New holders
- 66
- 196 more added
- Sold out
- 60
- 224 more reduced
7 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Unum Group; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 20,086,575 | $1.03B | 0.02% | −245,701−1.2% | Reduced |
| BlackRock Inc. | 19,330,499 | $988.0M | 0.02% | −267,126−1.4% | Reduced |
| FMR LLC | 16,265,076 | $831.3M | 0.05% | +407,063+2.6% | Added |
| Norges Bank | 14,644,537 | $748.5M | 0.11% | +1,313,708+9.9% | Added |
| State Street Corp | 6,089,518 | $311.2M | 0.01% | −100,195−1.6% | Reduced |
| Charles Schwab Investment Management Inc | 5,445,494 | $278.3M | 0.05% | −6,770−0.1% | Reduced |
| Dimensional Fund Advisors LP | 5,302,899 | $271.0M | 0.07% | −15,874−0.3% | Reduced |
| Morgan Stanley | 4,023,275 | $205.6M | 0.02% | −207,681−4.9% | Reduced |
| AQR Capital Management LLC | 3,368,196 | $171.3M | 0.26% | −383,849−10.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 3,304,660 | $168.9M | 0.15% | +158,069+5.0% | Added |
| Donald Smith & Co., Inc. | 3,108,301 | $158.9M | 4.05% | −554,811−15.1% | Reduced |
| Geode Capital Management, LLC | 3,097,999 | $158.4M | 0.01% | +36,597+1.2% | Added |
| LSV Asset Management | 2,814,520 | $143.8M | 0.32% | −85,800−3.0% | Reduced |
| Nordea Investment Management AB | 2,332,345 | $118.5M | 0.14% | −629,194−21.2% | Reduced |
| Goldman Sachs Group Inc | 2,229,103 | $113.9M | 0.02% | +319,447+16.7% | Added |
| Bank of New York Mellon Corp | 2,167,783 | $110.8M | 0.02% | −11,177−0.5% | Reduced |
| Royal Bank of Canada | 1,491,285 | $76.2M | 0.02% | −191,979−11.4% | Reduced |
| Invesco Ltd. | 1,451,015 | $74.2M | 0.02% | +79,067+5.8% | Added |
| Northern Trust Corp | 1,428,915 | $73.0M | 0.01% | +121,925+9.3% | Added |
| First Trust Advisors LP | 1,340,001 | $68.5M | 0.07% | +108,778+8.8% | Added |
| Nuveen Asset Management, LLC | 1,213,634 | $62.0M | 0.02% | +35,656+3.0% | Added |
| ProShare Advisors LLC | 1,207,756 | $61.7M | 0.17% | +571,436+89.8% | Added |
| Assetmark, Inc | 1,194,812 | $61.1M | 0.19% | −652−0.1% | Reduced |
| Victory Capital Management Inc | 1,119,870 | $57.2M | 0.06% | +432,240+62.9% | Added |
| Two Sigma Advisers, LP | 1,045,000 | $53.4M | 0.12% | −291,200−21.8% | Reduced |
| Allianz Asset Management GmbH | 988,554 | $50.5M | 0.08% | +175,446+21.6% | Added |
| Boone Capital Management LLC | 930,545 | $47.6M | 12.40% | −94,482−9.2% | Reduced |
| Wedge Capital Management L L P | 872,808 | $44.6M | 0.79% | +64,661+8.0% | Added |
| Millennium Management LLC | 838,806 | $42.9M | 0.04% | −377,862−31.1% | Reduced |
| D. E. Shaw & Co., Inc. | 688,683 | $35.2M | 0.05% | −18,112−2.6% | Reduced |
| UBS Asset Management Americas Inc | 678,949 | $34.7M | 0.01% | +319,273+88.8% | Added |
| Two Sigma Investments, LP | 665,926 | $34.0M | 0.08% | −341,292−33.9% | Reduced |
| JPMorgan Chase & Co | 652,519 | $33.4M | 0.00% | +43,269+7.1% | Added |
| Amundi | 645,686 | $32.7M | 0.01% | −299,866−31.7% | Reduced |
| Man Group plc | 628,216 | $32.1M | 0.08% | −161,248−20.4% | Reduced |
| Principal Financial Group Inc | 594,348 | $30.4M | 0.02% | −91,806−13.4% | Reduced |
| Rhumbline Advisers | 553,314 | $28.3M | 0.03% | −22,096−3.8% | Reduced |
| Bank of America Corp | 552,176 | $28.2M | 0.00% | −50,388−8.4% | Reduced |
| California Public Employees Retirement System | 523,871 | $26.8M | 0.02% | +140,607+36.7% | Added |
| Retirement Systems of Alabama | 511,820 | $26.2M | 0.10% | −8,570−1.6% | Reduced |
| Grace & White Inc | 502,806 | $25.7M | 4.83% | −350−0.1% | Reduced |
| Ameriprise Financial Inc | 432,176 | $22.1M | 0.01% | +18,629+4.5% | Added |
| Legal & General Group Plc | 428,916 | $21.9M | 0.01% | −49,411−10.3% | Reduced |
| Guggenheim Capital LLC | 425,213 | $21.7M | 0.16% | +1,236+0.3% | Added |
| SEI Investments Co | 413,350 | $21.1M | 0.03% | +35,723+9.5% | Added |
| McGowan Group Asset Management, Inc. | 411,466 | $21.0M | 2.93% | −1,540−0.4% | Reduced |
| Woodline Partners LP | 409,867 | $20.9M | 0.20% | −201,779−33.0% | Reduced |
| Brandywine Global Investment Management, LLC | 400,247 | $20.5M | 0.15% | +19,327+5.1% | Added |
| Neuberger Berman Group LLC | 396,695 | $20.3M | 0.02% | +249,229+169.0% | Added |
| Manufacturers Life Insurance Company, The | 395,778 | $20.2M | 0.02% | −10,627−2.6% | Reduced |
| Renaissance Technologies LLC | 393,700 | $20.1M | 0.03% | −433,700−52.4% | Reduced |
| UBS Group AG | 392,657 | $20.1M | 0.01% | +68,879+21.3% | Added |
| Swiss National Bank | 376,700 | $19.3M | 0.01% | −8,400−2.2% | Reduced |
| Alliancebernstein L.P. | 358,154 | $18.3M | 0.01% | −3,207−0.9% | Reduced |
| Truist Financial Corp | 355,229 | $18.2M | 0.03% | −28,319−7.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 352,145 | $18.0M | 0.03% | +24,082+7.3% | Added |
| Lazard Asset Management LLC | 338,829 | $17.3M | 0.02% | −72,638−17.7% | Reduced |
| Prana Capital Management, LP | 329,591 | $16.8M | 0.80% | −258,873−44.0% | Reduced |
| Storebrand Asset Management AS | 320,171 | $16.4M | 0.05% | −23,204−6.8% | Reduced |
| Voya Investment Management LLC | 315,111 | $16.1M | 0.02% | −104,100−24.8% | Reduced |
| Franklin Resources Inc | 312,962 | $16.0M | 0.00% | +17,283+5.8% | Added |
| Schroder Investment Management Group | 309,163 | $15.8M | 0.02% | −211,237−40.6% | Reduced |
| D. Scott Neal, Inc. | 292,952 | $15.0M | 8.33% | +67,992+30.2% | Added |
| LPL Financial LLC | 276,244 | $14.1M | 0.01% | +14,566+5.6% | Added |
| Glenmede Trust Co NA | 267,241 | $13.7M | 0.07% | −58,146−17.9% | Reduced |
| Assenagon Asset Management S.A. | 261,734 | $13.4M | 0.03% | −516,395−66.4% | Reduced |
| DekaBank Deutsche Girozentrale | 259,372 | $13.0M | 0.02% | +8,660+3.5% | Added |
| Gateway Investment Advisers LLC | 250,264 | $12.8M | 0.14% | −493−0.2% | Reduced |
| HSBC Holdings PLC | 233,881 | $11.9M | 0.01% | +120,559+106.4% | Added |
| American Century Companies Inc | 229,761 | $11.7M | 0.01% | −19,956−8.0% | Reduced |
| Barclays PLC | 228,931 | $11.7M | 0.01% | −140,408−38.0% | Reduced |
| Corebridge Financial, Inc. | 225,271 | $11.5M | 0.06% | +225,271 | New |
| New York State Teachers Retirement System | 216,066 | $11.0M | 0.02% | −2,170−1.0% | Reduced |
| Prudential Financial Inc | 215,404 | $11.0M | 0.02% | −175,778−44.9% | Reduced |
| AXA S.A. | 208,461 | $10.7M | 0.03% | −352−0.2% | Reduced |
| Artemis Investment Management LLP | 208,087 | $10.6M | 0.14% | +46,246+28.6% | Added |
| Captrust Financial Advisors | 207,311 | $10.6M | 0.03% | +8,351+4.2% | Added |
| Stifel Financial Corp | 204,923 | $10.5M | 0.01% | +6,172+3.1% | Added |
| Jacobs Levy Equity Management, Inc | 202,527 | $10.4M | 0.04% | +20,372+11.2% | Added |
| Raymond James & Associates | 194,978 | $9.97M | 0.01% | +19,128+10.9% | Added |
| California State Teachers Retirement System | 188,759 | $9.65M | 0.01% | −8,060−4.1% | Reduced |
| M&G Plc | 187,121 | $9.54M | 0.06% | +20,675+12.4% | Added |
| NewSquare Capital LLC | 189,746 | $9.54M | 0.82% | +8,333+4.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 185,255 | $9.47M | 0.02% | +44,569+31.7% | Added |
| South Dakota Investment Council | 184,850 | $9.45M | 0.19% | −33,532−15.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 182,705 | $9.34M | 0.02% | +31,639+20.9% | Added |
| Quantinno Capital Management LP | 175,146 | $8.95M | 0.16% | +5,102+3.0% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 173,412 | $8.86M | 0.03% | +27,628+19.0% | Added |
| Bridgewater Associates, LP | 171,269 | $8.75M | 0.05% | +65,068+61.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 170,100 | $8.69M | 0.03% | +110,100+183.5% | Added |
| State Board of Administration of Florida Retirement System | 163,082 | $8.34M | 0.02% | −14,511−8.2% | Reduced |
| Voloridge Investment Management, LLC | 158,236 | $8.09M | 0.03% | −107,394−40.4% | Reduced |
| CI Private Wealth, LLC | 154,576 | $7.90M | 0.01% | −1,618−1.0% | Reduced |
| Great West Life Assurance Co | 153,329 | $7.84M | 0.01% | −9,216−5.7% | Reduced |
| Barnett & Company, Inc. | 148,742 | $7.60M | 5.46% | −1,315−0.9% | Reduced |
| New York State Common Retirement Fund | 146,581 | $7.49M | 0.01% | −5,515−3.6% | Reduced |
| Algert Global LLC | 139,348 | $7.12M | 0.24% | +17,654+14.5% | Added |
| Principal Street Partners, LLC | 139,073 | $7.11M | 1.27% | −314−0.2% | Reduced |
| Ci Investments Inc. | 136,286 | $6.97M | 0.03% | −1,002−0.7% | Reduced |
| Comerica Bank | 135,902 | $6.95M | 0.03% | −1,785−1.3% | Reduced |