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 |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 107,120 | $6.37M | 0.00% | +5,838+5.8% | Added |
| Wells Fargo & Company | 107,136 | $6.37M | 0.00% | +1,589+1.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 112,273 | $6.58M | 0.03% | +8,439+8.1% | Added |
| Thrivent Financial for Lutherans | 111,831 | $6.65M | 0.01% | +52,813+89.5% | Added |
| IFG Advisory, LLC | 113,283 | $6.73M | 0.43% | +334+0.3% | Added |
| Public Employees Retirement System of Ohio | 113,309 | $6.74M | 0.03% | −6,823−5.7% | Reduced |
| Foster & Motley Inc | 114,516 | $6.81M | 0.43% | −1,566−1.3% | Reduced |
| Van Eck Associates Corp | 108,076 | $6.86M | 0.01% | +30,881+40.0% | Added |
| BNP Paribas Arbitrage, SA | 116,033 | $6.90M | 0.01% | +49,960+75.6% | Added |
| Brandywine Global Investment Management, LLC | 111,027 | $6.99M | 0.05% | −289,220−72.3% | Reduced |
| HSBC Holdings PLC | 120,264 | $7.07M | 0.00% | −113,617−48.6% | Reduced |
| Burney Co | 120,324 | $7.15M | 0.25% | −2,765−2.2% | Reduced |
| Comerica Bank | 120,830 | $7.18M | 0.03% | −15,072−11.1% | Reduced |
| Ci Investments Inc. | 121,557 | $7.22M | 0.03% | −14,729−10.8% | Reduced |
| New York State Common Retirement Fund | 124,281 | $7.39M | 0.01% | −22,300−15.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 120,167 | $7.57M | 0.07% | −906−0.7% | Reduced |
| Marshall Wace, LLP | 130,107 | $7.73M | 0.01% | +130,107 | New |
| National Bank of Canada | 133,928 | $7.96M | 0.01% | +16,702+14.2% | Added |
| Janus Henderson Group PLC | 134,134 | $7.97M | 0.00% | +11,331+9.2% | Added |
| Barnett & Company, Inc. | 146,842 | $8.73M | 5.77% | −1,900−1.3% | Reduced |
| Great West Life Assurance Co | 149,438 | $8.89M | 0.02% | −3,891−2.5% | Reduced |
| CI Private Wealth, LLC | 150,435 | $8.94M | 0.01% | −4,141−2.7% | Reduced |
| Citadel Advisors LLC | 158,829 | $9.44M | 0.01% | +154,557+3,617.9% | Added |
| Jane Street Group, LLC | 162,086 | $9.63M | 0.02% | +40,048+32.8% | Added |
| State Board of Administration of Florida Retirement System | 163,082 | $9.69M | 0.02% | 00.0% | Unchanged |
| Twinbeech Capital LP | 165,249 | $9.82M | 0.19% | +165,249 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 172,047 | $10.2M | 0.03% | −1,365−0.8% | Reduced |
| Raymond James & Associates | 172,373 | $10.2M | 0.01% | −22,605−11.6% | Reduced |
| Glenmede Trust Co NA | 172,918 | $10.3M | 0.05% | −94,323−35.3% | Reduced |
| California State Teachers Retirement System | 180,863 | $10.8M | 0.01% | −7,896−4.2% | Reduced |
| NewSquare Capital LLC | 188,638 | $11.0M | 0.88% | −1,108−0.6% | Reduced |
| M&G Plc | 192,608 | $11.4M | 0.06% | +5,487+2.9% | Added |
| Quantinno Capital Management LP | 195,916 | $11.6M | 0.15% | +20,770+11.9% | Added |
| Teacher Retirement System of Texas | 197,322 | $11.7M | 0.06% | +67,993+52.6% | Added |
| Hudson Bay Capital Management LP | 200,000 | $11.9M | 0.08% | +200,000 | New |
| Barclays PLC | 202,119 | $12.0M | 0.01% | −26,812−11.7% | Reduced |
| Corebridge Financial, Inc. | 202,212 | $12.0M | 0.06% | −23,059−10.2% | Reduced |
| Prudential Financial Inc | 203,432 | $12.1M | 0.02% | −11,972−5.6% | Reduced |
| Prana Capital Management, LP | 208,066 | $12.4M | 0.57% | −121,525−36.9% | Reduced |
| Captrust Financial Advisors | 211,660 | $12.6M | 0.04% | +4,349+2.1% | Added |
| New York State Teachers Retirement System | 211,912 | $12.6M | 0.03% | −4,154−1.9% | Reduced |
| Point72 Asset Management, L.P. | 216,397 | $12.9M | 0.04% | +94,142+77.0% | Added |
| Russell Investments Group, Ltd. | 218,053 | $13.0M | 0.02% | +85,135+64.1% | Added |
| Stifel Financial Corp | 223,463 | $13.3M | 0.01% | +18,540+9.0% | Added |
| American Century Companies Inc | 224,099 | $13.3M | 0.01% | −5,662−2.5% | Reduced |
| Bridgewater Associates, LP | 226,149 | $13.4M | 0.08% | +54,880+32.0% | Added |
| Robeco Institutional Asset Management B.V. | 226,478 | $13.5M | 0.03% | +43,773+24.0% | Added |
| Artemis Investment Management LLP | 232,751 | $13.8M | 0.21% | +24,664+11.9% | Added |
| AXA S.A. | 235,741 | $14.0M | 0.04% | +27,280+13.1% | Added |
| Algert Global LLC | 236,264 | $14.0M | 0.38% | +96,916+69.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 241,688 | $14.4M | 0.03% | +56,433+30.5% | Added |
| Lighthouse Investment Partners, LLC | 243,313 | $14.5M | 0.78% | +243,313 | New |
| DekaBank Deutsche Girozentrale | 250,712 | $14.5M | 0.03% | −8,660−3.3% | Reduced |
| South Dakota Investment Council | 247,349 | $14.7M | 0.29% | +62,499+33.8% | Added |
| Gateway Investment Advisers LLC | 249,854 | $14.9M | 0.16% | −410−0.2% | Reduced |
| Trexquant Investment LP | 253,717 | $15.1M | 0.19% | +176,563+228.8% | Added |
| Cubist Systematic Strategies, LLC | 274,406 | $16.3M | 0.25% | +141,630+106.7% | Added |
| LPL Financial LLC | 282,339 | $16.8M | 0.01% | +6,095+2.2% | Added |
| McGowan Group Asset Management, Inc. | 286,685 | $17.0M | 2.24% | −124,781−30.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 289,658 | $17.2M | 0.03% | −62,487−17.7% | Reduced |
| D. Scott Neal, Inc. | 290,473 | $17.3M | 9.13% | −2,479−0.8% | Reduced |
| HRT Financial LP | 313,872 | $18.7M | 0.09% | +313,872 | New |
| Gillson Capital LP | 315,070 | $18.7M | 1.70% | +315,070 | New |
| Guggenheim Capital LLC | 315,330 | $18.7M | 0.13% | −109,883−25.8% | Reduced |
| Voya Investment Management LLC | 322,715 | $19.2M | 0.02% | +7,604+2.4% | Added |
| Alliancebernstein L.P. | 323,744 | $19.2M | 0.01% | −34,410−9.6% | Reduced |
| Assenagon Asset Management S.A. | 325,796 | $19.4M | 0.04% | +64,062+24.5% | Added |
| Schroder Investment Management Group | 336,842 | $19.8M | 0.02% | +27,679+9.0% | Added |
| Storebrand Asset Management AS | 344,747 | $20.5M | 0.06% | +24,576+7.7% | Added |
| Truist Financial Corp | 348,973 | $20.7M | 0.03% | −6,256−1.8% | Reduced |
| SEI Investments Co | 368,154 | $21.9M | 0.03% | −45,196−10.9% | Reduced |
| Swiss National Bank | 369,600 | $22.0M | 0.01% | −7,100−1.9% | Reduced |
| Manufacturers Life Insurance Company, The | 373,269 | $22.2M | 0.02% | −22,509−5.7% | Reduced |
| Qube Research & Technologies Ltd | 387,799 | $23.1M | 0.04% | +292,536+307.1% | Added |
| Principal Financial Group Inc | 397,292 | $23.6M | 0.01% | −197,056−33.2% | Reduced |
| Adage Capital Partners GP, L.L.C. | 400,000 | $23.8M | 0.04% | +400,000 | New |
| UBS Group AG | 400,717 | $23.8M | 0.01% | +8,060+2.1% | Added |
| Ameriprise Financial Inc | 409,230 | $24.3M | 0.01% | −22,946−5.3% | Reduced |
| Man Group plc | 410,570 | $24.4M | 0.07% | −217,646−34.6% | Reduced |
| Legal & General Group Plc | 435,078 | $25.9M | 0.01% | +6,162+1.4% | Added |
| Bank of America Corp | 447,953 | $26.6M | 0.00% | −104,223−18.9% | Reduced |
| D. E. Shaw & Co., Inc. | 468,366 | $27.8M | 0.04% | −220,317−32.0% | Reduced |
| Neuberger Berman Group LLC | 471,072 | $28.0M | 0.02% | +74,377+18.7% | Added |
| Renaissance Technologies LLC | 481,000 | $28.6M | 0.04% | +87,300+22.2% | Added |
| Retirement Systems of Alabama | 481,316 | $28.6M | 0.11% | −30,504−6.0% | Reduced |
| Franklin Resources Inc | 469,342 | $29.6M | 0.01% | +156,380+50.0% | Added |
| Grace & White Inc | 499,356 | $29.7M | 5.36% | −3,450−0.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 509,702 | $30.3M | 0.12% | +307,175+151.7% | Added |
| Rhumbline Advisers | 533,723 | $31.7M | 0.03% | −19,591−3.5% | Reduced |
| California Public Employees Retirement System | 554,405 | $33.0M | 0.02% | +30,534+5.8% | Added |
| JPMorgan Chase & Co | 623,724 | $37.1M | 0.00% | −28,795−4.4% | Reduced |
| Assetmark, Inc | 638,808 | $38.0M | 0.11% | −556,004−46.5% | Reduced |
| UBS Asset Management Americas Inc | 661,999 | $39.3M | 0.01% | −16,950−2.5% | Reduced |
| Two Sigma Investments, LP | 698,037 | $41.5M | 0.09% | +32,111+4.8% | Added |
| Two Sigma Advisers, LP | 701,400 | $41.7M | 0.10% | −343,600−32.9% | Reduced |
| Woodline Partners LP | 734,525 | $43.7M | 0.37% | +324,658+79.2% | Added |
| Wedge Capital Management L L P | 738,040 | $43.9M | 0.76% | −134,768−15.4% | Reduced |
| Invesco Ltd. | 812,501 | $48.3M | 0.01% | −638,514−44.0% | Reduced |
| Allianz Asset Management GmbH | 872,803 | $51.9M | 0.08% | −115,751−11.7% | Reduced |
| Amundi | 914,648 | $55.3M | 0.02% | +268,962+41.7% | Added |