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, Q3 2024
Institutional positions in Unum Group as of Sep 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
- 625
- +51 vs. Q2 2024
- Shares held
- 156.6M
- +14.4M (+10.1%) vs. Q2 2024
- Total value
- $9.30B
- +$2.04B (+28.1%) vs. Q2 2024
- New holders
- 92
- 227 more added
- Sold out
- 41
- 219 more reduced
5 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Unum Group; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 18,957,973 | $1.13B | 0.02% | +18,957,973 | New |
| Vanguard Group Inc | 18,901,508 | $1.12B | 0.02% | −1,185,067−5.9% | Reduced |
| Norges Bank | 14,488,537 | $861.2M | 0.12% | −156,000−1.1% | Reduced |
| FMR LLC | 12,970,250 | $771.0M | 0.05% | −3,294,826−20.3% | Reduced |
| State Street Corp | 5,972,177 | $355.0M | 0.01% | −117,341−1.9% | Reduced |
| Charles Schwab Investment Management Inc | 5,500,508 | $327.0M | 0.06% | +55,014+1.0% | Added |
| Dimensional Fund Advisors LP | 5,039,181 | $299.5M | 0.07% | −263,718−5.0% | Reduced |
| Morgan Stanley | 3,766,417 | $223.9M | 0.02% | −256,858−6.4% | Reduced |
| Geode Capital Management, LLC | 3,026,745 | $180.0M | 0.01% | −71,254−2.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 3,002,145 | $178.4M | 0.15% | −302,515−9.2% | Reduced |
| Donald Smith & Co., Inc. | 2,921,010 | $173.6M | 4.10% | −187,291−6.0% | Reduced |
| LSV Asset Management | 2,803,876 | $166.7M | 0.36% | −10,644−0.4% | Reduced |
| AQR Capital Management LLC | 2,795,700 | $162.9M | 0.22% | −572,496−17.0% | Reduced |
| Nordea Investment Management AB | 2,264,808 | $133.2M | 0.15% | −67,537−2.9% | Reduced |
| Goldman Sachs Group Inc | 2,159,027 | $128.3M | 0.02% | −70,076−3.1% | Reduced |
| Bank of New York Mellon Corp | 1,971,857 | $117.2M | 0.02% | −195,926−9.0% | Reduced |
| First Trust Advisors LP | 1,480,808 | $88.0M | 0.08% | +140,807+10.5% | Added |
| Northern Trust Corp | 1,449,423 | $86.2M | 0.01% | +20,508+1.4% | Added |
| Royal Bank of Canada | 1,413,495 | $84.0M | 0.02% | −77,790−5.2% | Reduced |
| ProShare Advisors LLC | 1,201,430 | $71.4M | 0.18% | −6,326−0.5% | Reduced |
| Nuveen Asset Management, LLC | 1,197,108 | $71.2M | 0.02% | −16,526−1.4% | Reduced |
| Victory Capital Management Inc | 1,186,262 | $70.5M | 0.07% | +66,392+5.9% | Added |
| Boone Capital Management LLC | 964,170 | $57.3M | 14.86% | +33,625+3.6% | Added |
| Voloridge Investment Management, LLC | 946,976 | $56.3M | 0.20% | +788,740+498.5% | Added |
| Millennium Management LLC | 944,939 | $56.2M | 0.05% | +106,133+12.7% | Added |
| Amundi | 914,648 | $55.3M | 0.02% | +268,962+41.7% | Added |
| Allianz Asset Management GmbH | 872,803 | $51.9M | 0.08% | −115,751−11.7% | Reduced |
| Invesco Ltd. | 812,501 | $48.3M | 0.01% | −638,514−44.0% | Reduced |
| Wedge Capital Management L L P | 738,040 | $43.9M | 0.76% | −134,768−15.4% | Reduced |
| Woodline Partners LP | 734,525 | $43.7M | 0.37% | +324,658+79.2% | Added |
| Two Sigma Advisers, LP | 701,400 | $41.7M | 0.10% | −343,600−32.9% | Reduced |
| Two Sigma Investments, LP | 698,037 | $41.5M | 0.09% | +32,111+4.8% | Added |
| UBS Asset Management Americas Inc | 661,999 | $39.3M | 0.01% | −16,950−2.5% | Reduced |
| Assetmark, Inc | 638,808 | $38.0M | 0.11% | −556,004−46.5% | Reduced |
| JPMorgan Chase & Co | 623,724 | $37.1M | 0.00% | −28,795−4.4% | Reduced |
| California Public Employees Retirement System | 554,405 | $33.0M | 0.02% | +30,534+5.8% | Added |
| Rhumbline Advisers | 533,723 | $31.7M | 0.03% | −19,591−3.5% | Reduced |
| Jacobs Levy Equity Management, Inc | 509,702 | $30.3M | 0.12% | +307,175+151.7% | Added |
| Grace & White Inc | 499,356 | $29.7M | 5.36% | −3,450−0.7% | Reduced |
| Franklin Resources Inc | 469,342 | $29.6M | 0.01% | +156,380+50.0% | Added |
| Retirement Systems of Alabama | 481,316 | $28.6M | 0.11% | −30,504−6.0% | Reduced |
| Renaissance Technologies LLC | 481,000 | $28.6M | 0.04% | +87,300+22.2% | Added |
| Neuberger Berman Group LLC | 471,072 | $28.0M | 0.02% | +74,377+18.7% | Added |
| D. E. Shaw & Co., Inc. | 468,366 | $27.8M | 0.04% | −220,317−32.0% | Reduced |
| Bank of America Corp | 447,953 | $26.6M | 0.00% | −104,223−18.9% | Reduced |
| Legal & General Group Plc | 435,078 | $25.9M | 0.01% | +6,162+1.4% | Added |
| Man Group plc | 410,570 | $24.4M | 0.07% | −217,646−34.6% | Reduced |
| Ameriprise Financial Inc | 409,230 | $24.3M | 0.01% | −22,946−5.3% | Reduced |
| UBS Group AG | 400,717 | $23.8M | 0.01% | +8,060+2.1% | Added |
| Adage Capital Partners GP, L.L.C. | 400,000 | $23.8M | 0.04% | +400,000 | New |
| Principal Financial Group Inc | 397,292 | $23.6M | 0.01% | −197,056−33.2% | Reduced |
| Qube Research & Technologies Ltd | 387,799 | $23.1M | 0.04% | +292,536+307.1% | Added |
| Manufacturers Life Insurance Company, The | 373,269 | $22.2M | 0.02% | −22,509−5.7% | Reduced |
| Swiss National Bank | 369,600 | $22.0M | 0.01% | −7,100−1.9% | Reduced |
| SEI Investments Co | 368,154 | $21.9M | 0.03% | −45,196−10.9% | Reduced |
| Truist Financial Corp | 348,973 | $20.7M | 0.03% | −6,256−1.8% | Reduced |
| Storebrand Asset Management AS | 344,747 | $20.5M | 0.06% | +24,576+7.7% | Added |
| Schroder Investment Management Group | 336,842 | $19.8M | 0.02% | +27,679+9.0% | Added |
| Assenagon Asset Management S.A. | 325,796 | $19.4M | 0.04% | +64,062+24.5% | Added |
| Alliancebernstein L.P. | 323,744 | $19.2M | 0.01% | −34,410−9.6% | Reduced |
| Voya Investment Management LLC | 322,715 | $19.2M | 0.02% | +7,604+2.4% | Added |
| Guggenheim Capital LLC | 315,330 | $18.7M | 0.13% | −109,883−25.8% | Reduced |
| Gillson Capital LP | 315,070 | $18.7M | 1.70% | +315,070 | New |
| HRT Financial LP | 313,872 | $18.7M | 0.09% | +313,872 | New |
| D. Scott Neal, Inc. | 290,473 | $17.3M | 9.13% | −2,479−0.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 289,658 | $17.2M | 0.03% | −62,487−17.7% | Reduced |
| McGowan Group Asset Management, Inc. | 286,685 | $17.0M | 2.24% | −124,781−30.3% | Reduced |
| LPL Financial LLC | 282,339 | $16.8M | 0.01% | +6,095+2.2% | Added |
| Cubist Systematic Strategies, LLC | 274,406 | $16.3M | 0.25% | +141,630+106.7% | Added |
| Trexquant Investment LP | 253,717 | $15.1M | 0.19% | +176,563+228.8% | Added |
| Gateway Investment Advisers LLC | 249,854 | $14.9M | 0.16% | −410−0.2% | Reduced |
| South Dakota Investment Council | 247,349 | $14.7M | 0.29% | +62,499+33.8% | Added |
| DekaBank Deutsche Girozentrale | 250,712 | $14.5M | 0.03% | −8,660−3.3% | Reduced |
| Lighthouse Investment Partners, LLC | 243,313 | $14.5M | 0.78% | +243,313 | New |
| Mitsubishi UFJ Trust & Banking Corp | 241,688 | $14.4M | 0.03% | +56,433+30.5% | Added |
| Algert Global LLC | 236,264 | $14.0M | 0.38% | +96,916+69.5% | Added |
| AXA S.A. | 235,741 | $14.0M | 0.04% | +27,280+13.1% | Added |
| Artemis Investment Management LLP | 232,751 | $13.8M | 0.21% | +24,664+11.9% | Added |
| Robeco Institutional Asset Management B.V. | 226,478 | $13.5M | 0.03% | +43,773+24.0% | Added |
| Bridgewater Associates, LP | 226,149 | $13.4M | 0.08% | +54,880+32.0% | Added |
| American Century Companies Inc | 224,099 | $13.3M | 0.01% | −5,662−2.5% | Reduced |
| Stifel Financial Corp | 223,463 | $13.3M | 0.01% | +18,540+9.0% | Added |
| Russell Investments Group, Ltd. | 218,053 | $13.0M | 0.02% | +85,135+64.1% | Added |
| Point72 Asset Management, L.P. | 216,397 | $12.9M | 0.04% | +94,142+77.0% | Added |
| New York State Teachers Retirement System | 211,912 | $12.6M | 0.03% | −4,154−1.9% | Reduced |
| Captrust Financial Advisors | 211,660 | $12.6M | 0.04% | +4,349+2.1% | Added |
| Prana Capital Management, LP | 208,066 | $12.4M | 0.57% | −121,525−36.9% | Reduced |
| Prudential Financial Inc | 203,432 | $12.1M | 0.02% | −11,972−5.6% | Reduced |
| Corebridge Financial, Inc. | 202,212 | $12.0M | 0.06% | −23,059−10.2% | Reduced |
| Barclays PLC | 202,119 | $12.0M | 0.01% | −26,812−11.7% | Reduced |
| Hudson Bay Capital Management LP | 200,000 | $11.9M | 0.08% | +200,000 | New |
| Teacher Retirement System of Texas | 197,322 | $11.7M | 0.06% | +67,993+52.6% | Added |
| Quantinno Capital Management LP | 195,916 | $11.6M | 0.15% | +20,770+11.9% | Added |
| M&G Plc | 192,608 | $11.4M | 0.06% | +5,487+2.9% | Added |
| NewSquare Capital LLC | 188,638 | $11.0M | 0.88% | −1,108−0.6% | Reduced |
| California State Teachers Retirement System | 180,863 | $10.8M | 0.01% | −7,896−4.2% | Reduced |
| Glenmede Trust Co NA | 172,918 | $10.3M | 0.05% | −94,323−35.3% | Reduced |
| Raymond James & Associates | 172,373 | $10.2M | 0.01% | −22,605−11.6% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 172,047 | $10.2M | 0.03% | −1,365−0.8% | Reduced |
| Twinbeech Capital LP | 165,249 | $9.82M | 0.19% | +165,249 | New |