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, Q4 2024
Institutional positions in Unum Group as of Dec 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
- 685
- +68 vs. Q3 2024
- Shares held
- 154.1M
- −2.25M (−1.4%) vs. Q3 2024
- Total value
- $11.3B
- +$1.96B (+21.1%) vs. Q3 2024
- New holders
- 118
- 222 more added
- Sold out
- 50
- 250 more reduced
8 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Unum Group; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 20,497,586 | $1.50B | 0.03% | +1,596,078+8.4% | Added |
| BlackRock, Inc. | 19,283,346 | $1.41B | 0.03% | +325,373+1.7% | Added |
| Norges Bank | 13,746,646 | $1.00B | 0.13% | −741,891−5.1% | Reduced |
| FMR LLC | 8,446,698 | $616.9M | 0.04% | −4,523,552−34.9% | Reduced |
| State Street Corp | 6,006,498 | $438.7M | 0.02% | +34,321+0.6% | Added |
| Charles Schwab Investment Management Inc | 5,552,252 | $405.5M | 0.07% | +51,744+0.9% | Added |
| Dimensional Fund Advisors LP | 4,954,260 | $361.8M | 0.09% | −84,921−1.7% | Reduced |
| Morgan Stanley | 3,777,525 | $275.9M | 0.02% | +11,108+0.3% | Added |
| Geode Capital Management, LLC | 2,983,749 | $218.0M | 0.02% | −42,996−1.4% | Reduced |
| LSV Asset Management | 2,736,640 | $199.9M | 0.46% | −67,236−2.4% | Reduced |
| Donald Smith & Co., Inc. | 2,471,417 | $180.5M | 4.32% | −449,593−15.4% | Reduced |
| AQR Capital Management LLC | 2,444,655 | $178.5M | 0.23% | −351,045−12.6% | Reduced |
| Northern Trust Corp | 1,930,349 | $141.0M | 0.02% | +480,926+33.2% | Added |
| Goldman Sachs Group Inc | 1,900,693 | $138.8M | 0.03% | −258,334−12.0% | Reduced |
| Bank of New York Mellon Corp | 1,891,891 | $138.2M | 0.03% | −79,966−4.1% | Reduced |
| First Trust Advisors LP | 1,708,452 | $124.8M | 0.11% | +227,644+15.4% | Added |
| Arrowstreet Capital, Limited Partnership | 1,708,327 | $124.8M | 0.10% | −1,293,818−43.1% | Reduced |
| Balyasny Asset Management LLC | 1,560,488 | $114.0M | 0.27% | +1,560,488 | New |
| Nordea Investment Management AB | 1,483,980 | $108.6M | 0.11% | −780,828−34.5% | Reduced |
| Victory Capital Management Inc | 1,462,917 | $106.8M | 0.11% | +276,655+23.3% | Added |
| Zurich Insurance Group Ltd | 1,440,490 | $105.2M | 0.86% | +1,440,490 | New |
| Royal Bank of Canada | 1,409,476 | $102.9M | 0.02% | −4,019−0.3% | Reduced |
| Allianz Asset Management GmbH | 1,264,994 | $92.4M | 0.13% | +392,191+44.9% | Added |
| UBS Group AG | 1,252,839 | $91.5M | 0.02% | +852,122+212.6% | Added |
| Nuveen Asset Management, LLC | 1,221,569 | $89.2M | 0.03% | +24,461+2.0% | Added |
| Millennium Management LLC | 1,149,870 | $84.0M | 0.07% | +204,931+21.7% | Added |
| Freestone Grove Partners LP | 891,362 | $65.1M | 0.80% | +891,362 | New |
| Invesco Ltd. | 891,334 | $65.1M | 0.01% | +78,833+9.7% | Added |
| Voloridge Investment Management, LLC | 850,616 | $62.1M | 0.22% | −96,360−10.2% | Reduced |
| California Public Employees Retirement System | 831,806 | $60.7M | 0.04% | +277,401+50.0% | Added |
| Alyeska Investment Group, L.P. | 815,568 | $59.6M | 0.22% | +815,568 | New |
| Boone Capital Management LLC | 803,865 | $58.7M | 19.80% | −160,305−16.6% | Reduced |
| Jacobs Levy Equity Management, Inc | 786,168 | $57.4M | 0.20% | +276,466+54.2% | Added |
| JPMorgan Chase & Co | 711,866 | $52.0M | 0.00% | +88,142+14.1% | Added |
| UBS Asset Management Americas Inc | 663,198 | $48.4M | 0.01% | +1,199+0.2% | Added |
| Franklin Resources Inc | 610,529 | $44.6M | 0.01% | +141,187+30.1% | Added |
| Wedge Capital Management L L P | 597,138 | $43.6M | 0.79% | −140,902−19.1% | Reduced |
| Adage Capital Partners GP, L.L.C. | 575,000 | $42.0M | 0.07% | +175,000+43.8% | Added |
| Woodline Partners LP | 573,590 | $41.9M | 0.28% | −160,935−21.9% | Reduced |
| ProShare Advisors LLC | 532,714 | $38.9M | 0.09% | −668,716−55.7% | Reduced |
| Rhumbline Advisers | 527,986 | $38.6M | 0.03% | −5,737−1.1% | Reduced |
| Grace & White Inc | 499,356 | $36.5M | 6.82% | 00.0% | Unchanged |
| Barclays PLC | 498,638 | $36.4M | 0.02% | +296,519+146.7% | Added |
| Two Sigma Advisers, LP | 443,700 | $32.4M | 0.07% | −257,700−36.7% | Reduced |
| Retirement Systems of Alabama | 439,278 | $32.1M | 0.12% | −42,038−8.7% | Reduced |
| Neuberger Berman Group LLC | 422,888 | $30.9M | 0.02% | −48,184−10.2% | Reduced |
| Legal & General Group Plc | 420,078 | $30.7M | 0.01% | −15,000−3.4% | Reduced |
| SEI Investments Co | 397,302 | $29.0M | 0.04% | +29,148+7.9% | Added |
| Ameriprise Financial Inc | 392,088 | $28.6M | 0.01% | −17,142−4.2% | Reduced |
| Principal Financial Group Inc | 386,430 | $28.2M | 0.02% | −10,862−2.7% | Reduced |
| Manufacturers Life Insurance Company, The | 370,015 | $27.0M | 0.02% | −3,254−0.9% | Reduced |
| Bank of America Corp | 360,634 | $26.3M | 0.00% | −87,319−19.5% | Reduced |
| Amundi | 360,819 | $26.3M | 0.01% | −553,829−60.6% | Reduced |
| Truist Financial Corp | 351,465 | $25.7M | 0.04% | +2,492+0.7% | Added |
| Caisse de Depot Et Placement du Quebec | 349,291 | $25.5M | 0.05% | +293,599+527.2% | Added |
| Swiss National Bank | 347,100 | $25.3M | 0.02% | −22,500−6.1% | Reduced |
| Citadel Advisors LLC | 345,025 | $25.2M | 0.02% | +186,196+117.2% | Added |
| Bridgewater Associates, LP | 339,631 | $24.8M | 0.11% | +113,482+50.2% | Added |
| Renaissance Technologies LLC | 335,200 | $24.5M | 0.04% | −145,800−30.3% | Reduced |
| Janus Henderson Group PLC | 330,081 | $24.1M | 0.01% | +195,947+146.1% | Added |
| Two Sigma Investments, LP | 325,921 | $23.8M | 0.05% | −372,116−53.3% | Reduced |
| Point72 Asset Management, L.P. | 322,771 | $23.6M | 0.06% | +106,374+49.2% | Added |
| Storebrand Asset Management AS | 315,019 | $23.0M | 0.07% | −29,728−8.6% | Reduced |
| Assenagon Asset Management S.A. | 314,548 | $23.0M | 0.04% | −11,248−3.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 312,913 | $22.8M | 0.04% | +23,255+8.0% | Added |
| Acadian Asset Management LLC | 311,123 | $22.7M | 0.07% | +293,543+1,669.8% | Added |
| American Century Companies Inc | 300,807 | $22.0M | 0.01% | +76,708+34.2% | Added |
| LPL Financial LLC | 297,229 | $21.7M | 0.01% | +14,890+5.3% | Added |
| Robeco Institutional Asset Management B.V. | 296,960 | $21.7M | 0.04% | +70,482+31.1% | Added |
| AXA S.A. | 296,134 | $21.6M | 0.07% | +60,393+25.6% | Added |
| Deutsche Bank AG | 287,218 | $21.0M | 0.01% | +207,110+258.5% | Added |
| Alliancebernstein L.P. | 284,463 | $20.8M | 0.01% | −39,281−12.1% | Reduced |
| D. Scott Neal, Inc. | 280,877 | $20.5M | 11.25% | −9,596−3.3% | Reduced |
| Schroder Investment Management Group | 271,514 | $19.8M | 0.02% | −65,328−19.4% | Reduced |
| Raymond James Financial Inc | 268,612 | $19.6M | 0.01% | +268,612 | New |
| Voya Investment Management LLC | 258,036 | $18.8M | 0.02% | −64,679−20.0% | Reduced |
| Algert Global LLC | 248,325 | $18.1M | 0.43% | +12,061+5.1% | Added |
| DekaBank Deutsche Girozentrale | 250,712 | $18.0M | 0.03% | 00.0% | Unchanged |
| South Dakota Investment Council | 245,849 | $18.0M | 0.36% | −1,500−0.6% | Reduced |
| Russell Investments Group, Ltd. | 234,916 | $17.2M | 0.02% | +16,863+7.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 230,090 | $16.8M | 0.04% | −11,598−4.8% | Reduced |
| Stifel Financial Corp | 225,801 | $16.5M | 0.02% | +2,338+1.0% | Added |
| Artemis Investment Management LLP | 225,448 | $16.5M | 0.23% | −7,303−3.1% | Reduced |
| Gateway Investment Advisers LLC | 224,140 | $16.4M | 0.18% | −25,714−10.3% | Reduced |
| Captrust Financial Advisors | 223,310 | $16.3M | 0.05% | +11,650+5.5% | Added |
| Quantinno Capital Management LP | 219,377 | $16.0M | 0.16% | +23,461+12.0% | Added |
| BNP Paribas Arbitrage, SA | 207,736 | $15.2M | 0.01% | +91,703+79.0% | Added |
| Marshall Wace, LLP | 200,664 | $14.7M | 0.02% | +70,557+54.2% | Added |
| Hudson Bay Capital Management LP | 198,000 | $14.5M | 0.09% | −2,000−1.0% | Reduced |
| Teacher Retirement System of Texas | 196,256 | $14.3M | 0.05% | −1,066−0.5% | Reduced |
| McGowan Group Asset Management, Inc. | 192,299 | $14.0M | 1.88% | −94,386−32.9% | Reduced |
| Corebridge Financial, Inc. | 190,194 | $13.9M | 0.08% | −12,018−5.9% | Reduced |
| New York State Teachers Retirement System | 187,902 | $13.7M | 0.03% | −24,010−11.3% | Reduced |
| Man Group plc | 186,832 | $13.6M | 0.04% | −223,738−54.5% | Reduced |
| NewSquare Capital LLC | 187,851 | $13.5M | 1.08% | −787−0.4% | Reduced |
| Glenmede Trust Co NA | 175,242 | $12.8M | 0.07% | +2,324+1.3% | Added |
| Prudential Financial Inc | 166,652 | $12.2M | 0.02% | −36,780−18.1% | Reduced |
| California State Teachers Retirement System | 165,533 | $12.1M | 0.01% | −15,330−8.5% | Reduced |
| Trexquant Investment LP | 159,903 | $11.7M | 0.14% | −93,814−37.0% | Reduced |
| State Board of Administration of Florida Retirement System | 154,670 | $11.3M | 0.02% | −8,412−5.2% | Reduced |