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 |
|---|---|---|---|---|---|
| Jacobs Levy Equity Management, Inc | 202,527 | $10.4M | 0.04% | +20,372+11.2% | Added |
| Stifel Financial Corp | 204,923 | $10.5M | 0.01% | +6,172+3.1% | Added |
| Captrust Financial Advisors | 207,311 | $10.6M | 0.03% | +8,351+4.2% | Added |
| Artemis Investment Management LLP | 208,087 | $10.6M | 0.14% | +46,246+28.6% | Added |
| AXA S.A. | 208,461 | $10.7M | 0.03% | −352−0.2% | Reduced |
| Prudential Financial Inc | 215,404 | $11.0M | 0.02% | −175,778−44.9% | Reduced |
| New York State Teachers Retirement System | 216,066 | $11.0M | 0.02% | −2,170−1.0% | Reduced |
| Corebridge Financial, Inc. | 225,271 | $11.5M | 0.06% | +225,271 | New |
| Barclays PLC | 228,931 | $11.7M | 0.01% | −140,408−38.0% | Reduced |
| American Century Companies Inc | 229,761 | $11.7M | 0.01% | −19,956−8.0% | Reduced |
| HSBC Holdings PLC | 233,881 | $11.9M | 0.01% | +120,559+106.4% | Added |
| Gateway Investment Advisers LLC | 250,264 | $12.8M | 0.14% | −493−0.2% | Reduced |
| DekaBank Deutsche Girozentrale | 259,372 | $13.0M | 0.02% | +8,660+3.5% | Added |
| Assenagon Asset Management S.A. | 261,734 | $13.4M | 0.03% | −516,395−66.4% | Reduced |
| Glenmede Trust Co NA | 267,241 | $13.7M | 0.07% | −58,146−17.9% | Reduced |
| LPL Financial LLC | 276,244 | $14.1M | 0.01% | +14,566+5.6% | Added |
| D. Scott Neal, Inc. | 292,952 | $15.0M | 8.33% | +67,992+30.2% | Added |
| Schroder Investment Management Group | 309,163 | $15.8M | 0.02% | −211,237−40.6% | Reduced |
| Franklin Resources Inc | 312,962 | $16.0M | 0.00% | +17,283+5.8% | Added |
| Voya Investment Management LLC | 315,111 | $16.1M | 0.02% | −104,100−24.8% | Reduced |
| Storebrand Asset Management AS | 320,171 | $16.4M | 0.05% | −23,204−6.8% | Reduced |
| Prana Capital Management, LP | 329,591 | $16.8M | 0.80% | −258,873−44.0% | Reduced |
| Lazard Asset Management LLC | 338,829 | $17.3M | 0.02% | −72,638−17.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 352,145 | $18.0M | 0.03% | +24,082+7.3% | Added |
| Truist Financial Corp | 355,229 | $18.2M | 0.03% | −28,319−7.4% | Reduced |
| Alliancebernstein L.P. | 358,154 | $18.3M | 0.01% | −3,207−0.9% | Reduced |
| Swiss National Bank | 376,700 | $19.3M | 0.01% | −8,400−2.2% | Reduced |
| UBS Group AG | 392,657 | $20.1M | 0.01% | +68,879+21.3% | Added |
| Renaissance Technologies LLC | 393,700 | $20.1M | 0.03% | −433,700−52.4% | Reduced |
| Manufacturers Life Insurance Company, The | 395,778 | $20.2M | 0.02% | −10,627−2.6% | Reduced |
| Neuberger Berman Group LLC | 396,695 | $20.3M | 0.02% | +249,229+169.0% | Added |
| Brandywine Global Investment Management, LLC | 400,247 | $20.5M | 0.15% | +19,327+5.1% | Added |
| Woodline Partners LP | 409,867 | $20.9M | 0.20% | −201,779−33.0% | Reduced |
| McGowan Group Asset Management, Inc. | 411,466 | $21.0M | 2.93% | −1,540−0.4% | Reduced |
| SEI Investments Co | 413,350 | $21.1M | 0.03% | +35,723+9.5% | Added |
| Guggenheim Capital LLC | 425,213 | $21.7M | 0.16% | +1,236+0.3% | Added |
| Legal & General Group Plc | 428,916 | $21.9M | 0.01% | −49,411−10.3% | Reduced |
| Ameriprise Financial Inc | 432,176 | $22.1M | 0.01% | +18,629+4.5% | Added |
| Grace & White Inc | 502,806 | $25.7M | 4.83% | −350−0.1% | Reduced |
| Retirement Systems of Alabama | 511,820 | $26.2M | 0.10% | −8,570−1.6% | Reduced |
| California Public Employees Retirement System | 523,871 | $26.8M | 0.02% | +140,607+36.7% | Added |
| Bank of America Corp | 552,176 | $28.2M | 0.00% | −50,388−8.4% | Reduced |
| Rhumbline Advisers | 553,314 | $28.3M | 0.03% | −22,096−3.8% | Reduced |
| Principal Financial Group Inc | 594,348 | $30.4M | 0.02% | −91,806−13.4% | Reduced |
| Man Group plc | 628,216 | $32.1M | 0.08% | −161,248−20.4% | Reduced |
| Amundi | 645,686 | $32.7M | 0.01% | −299,866−31.7% | Reduced |
| JPMorgan Chase & Co | 652,519 | $33.4M | 0.00% | +43,269+7.1% | Added |
| Two Sigma Investments, LP | 665,926 | $34.0M | 0.08% | −341,292−33.9% | Reduced |
| UBS Asset Management Americas Inc | 678,949 | $34.7M | 0.01% | +319,273+88.8% | Added |
| D. E. Shaw & Co., Inc. | 688,683 | $35.2M | 0.05% | −18,112−2.6% | Reduced |
| Millennium Management LLC | 838,806 | $42.9M | 0.04% | −377,862−31.1% | Reduced |
| Wedge Capital Management L L P | 872,808 | $44.6M | 0.79% | +64,661+8.0% | Added |
| Boone Capital Management LLC | 930,545 | $47.6M | 12.40% | −94,482−9.2% | Reduced |
| Allianz Asset Management GmbH | 988,554 | $50.5M | 0.08% | +175,446+21.6% | Added |
| Two Sigma Advisers, LP | 1,045,000 | $53.4M | 0.12% | −291,200−21.8% | Reduced |
| Victory Capital Management Inc | 1,119,870 | $57.2M | 0.06% | +432,240+62.9% | Added |
| Assetmark, Inc | 1,194,812 | $61.1M | 0.19% | −652−0.1% | Reduced |
| ProShare Advisors LLC | 1,207,756 | $61.7M | 0.17% | +571,436+89.8% | Added |
| Nuveen Asset Management, LLC | 1,213,634 | $62.0M | 0.02% | +35,656+3.0% | Added |
| First Trust Advisors LP | 1,340,001 | $68.5M | 0.07% | +108,778+8.8% | Added |
| Northern Trust Corp | 1,428,915 | $73.0M | 0.01% | +121,925+9.3% | Added |
| Invesco Ltd. | 1,451,015 | $74.2M | 0.02% | +79,067+5.8% | Added |
| Royal Bank of Canada | 1,491,285 | $76.2M | 0.02% | −191,979−11.4% | Reduced |
| Bank of New York Mellon Corp | 2,167,783 | $110.8M | 0.02% | −11,177−0.5% | Reduced |
| Goldman Sachs Group Inc | 2,229,103 | $113.9M | 0.02% | +319,447+16.7% | Added |
| Nordea Investment Management AB | 2,332,345 | $118.5M | 0.14% | −629,194−21.2% | Reduced |
| LSV Asset Management | 2,814,520 | $143.8M | 0.32% | −85,800−3.0% | Reduced |
| Geode Capital Management, LLC | 3,097,999 | $158.4M | 0.01% | +36,597+1.2% | Added |
| Donald Smith & Co., Inc. | 3,108,301 | $158.9M | 4.05% | −554,811−15.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 3,304,660 | $168.9M | 0.15% | +158,069+5.0% | Added |
| AQR Capital Management LLC | 3,368,196 | $171.3M | 0.26% | −383,849−10.2% | Reduced |
| Morgan Stanley | 4,023,275 | $205.6M | 0.02% | −207,681−4.9% | Reduced |
| Dimensional Fund Advisors LP | 5,302,899 | $271.0M | 0.07% | −15,874−0.3% | Reduced |
| Charles Schwab Investment Management Inc | 5,445,494 | $278.3M | 0.05% | −6,770−0.1% | Reduced |
| State Street Corp | 6,089,518 | $311.2M | 0.01% | −100,195−1.6% | Reduced |
| Norges Bank | 14,644,537 | $748.5M | 0.11% | +1,313,708+9.9% | Added |
| FMR LLC | 16,265,076 | $831.3M | 0.05% | +407,063+2.6% | Added |
| BlackRock Inc. | 19,330,499 | $988.0M | 0.02% | −267,126−1.4% | Reduced |
| Vanguard Group Inc | 20,086,575 | $1.03B | 0.02% | −245,701−1.2% | Reduced |
| FWL Investment Management, LLC | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −240,732−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −159,106−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −136,143−100.0% | Sold out |
| Hennessy Advisors Inc | 0 | $0 | 0.00% | −106,000−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −91,200−100.0% | Sold out |
| University of Texas/Texas Am Investment Managment Co | 0 | $0 | 0.00% | −89,469−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −53,523−100.0% | Sold out |
| Insight Wealth Strategies, LLC | 0 | $0 | 0.00% | −41,765−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −40,864−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −35,763−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −35,136−100.0% | Sold out |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −34,343−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −29,048−100.0% | Sold out |
| Little House Capital LLC | 0 | $0 | 0.00% | −26,148−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −25,515−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −25,285−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −21,000−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −20,420−100.0% | Sold out |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −20,251−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −19,741−100.0% | Sold out |