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 |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 223,310 | $16.3M | 0.05% | +11,650+5.5% | Added |
| Gateway Investment Advisers LLC | 224,140 | $16.4M | 0.18% | −25,714−10.3% | Reduced |
| Artemis Investment Management LLP | 225,448 | $16.5M | 0.23% | −7,303−3.1% | Reduced |
| Stifel Financial Corp | 225,801 | $16.5M | 0.02% | +2,338+1.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 230,090 | $16.8M | 0.04% | −11,598−4.8% | Reduced |
| Russell Investments Group, Ltd. | 234,916 | $17.2M | 0.02% | +16,863+7.7% | Added |
| South Dakota Investment Council | 245,849 | $18.0M | 0.36% | −1,500−0.6% | Reduced |
| DekaBank Deutsche Girozentrale | 250,712 | $18.0M | 0.03% | 00.0% | Unchanged |
| Algert Global LLC | 248,325 | $18.1M | 0.43% | +12,061+5.1% | Added |
| Voya Investment Management LLC | 258,036 | $18.8M | 0.02% | −64,679−20.0% | Reduced |
| Raymond James Financial Inc | 268,612 | $19.6M | 0.01% | +268,612 | New |
| Schroder Investment Management Group | 271,514 | $19.8M | 0.02% | −65,328−19.4% | Reduced |
| D. Scott Neal, Inc. | 280,877 | $20.5M | 11.25% | −9,596−3.3% | Reduced |
| Alliancebernstein L.P. | 284,463 | $20.8M | 0.01% | −39,281−12.1% | Reduced |
| Deutsche Bank AG | 287,218 | $21.0M | 0.01% | +207,110+258.5% | Added |
| AXA S.A. | 296,134 | $21.6M | 0.07% | +60,393+25.6% | Added |
| Robeco Institutional Asset Management B.V. | 296,960 | $21.7M | 0.04% | +70,482+31.1% | Added |
| LPL Financial LLC | 297,229 | $21.7M | 0.01% | +14,890+5.3% | Added |
| American Century Companies Inc | 300,807 | $22.0M | 0.01% | +76,708+34.2% | Added |
| Acadian Asset Management LLC | 311,123 | $22.7M | 0.07% | +293,543+1,669.8% | Added |
| Allspring Global Investments Holdings, LLC | 312,913 | $22.8M | 0.04% | +23,255+8.0% | Added |
| Assenagon Asset Management S.A. | 314,548 | $23.0M | 0.04% | −11,248−3.5% | Reduced |
| Storebrand Asset Management AS | 315,019 | $23.0M | 0.07% | −29,728−8.6% | Reduced |
| Point72 Asset Management, L.P. | 322,771 | $23.6M | 0.06% | +106,374+49.2% | Added |
| Two Sigma Investments, LP | 325,921 | $23.8M | 0.05% | −372,116−53.3% | Reduced |
| Janus Henderson Group PLC | 330,081 | $24.1M | 0.01% | +195,947+146.1% | Added |
| Renaissance Technologies LLC | 335,200 | $24.5M | 0.04% | −145,800−30.3% | Reduced |
| Bridgewater Associates, LP | 339,631 | $24.8M | 0.11% | +113,482+50.2% | Added |
| Citadel Advisors LLC | 345,025 | $25.2M | 0.02% | +186,196+117.2% | Added |
| Swiss National Bank | 347,100 | $25.3M | 0.02% | −22,500−6.1% | Reduced |
| Caisse de Depot Et Placement du Quebec | 349,291 | $25.5M | 0.05% | +293,599+527.2% | Added |
| Truist Financial Corp | 351,465 | $25.7M | 0.04% | +2,492+0.7% | Added |
| Amundi | 360,819 | $26.3M | 0.01% | −553,829−60.6% | Reduced |
| Bank of America Corp | 360,634 | $26.3M | 0.00% | −87,319−19.5% | Reduced |
| Manufacturers Life Insurance Company, The | 370,015 | $27.0M | 0.02% | −3,254−0.9% | Reduced |
| Principal Financial Group Inc | 386,430 | $28.2M | 0.02% | −10,862−2.7% | Reduced |
| Ameriprise Financial Inc | 392,088 | $28.6M | 0.01% | −17,142−4.2% | Reduced |
| SEI Investments Co | 397,302 | $29.0M | 0.04% | +29,148+7.9% | Added |
| Legal & General Group Plc | 420,078 | $30.7M | 0.01% | −15,000−3.4% | Reduced |
| Neuberger Berman Group LLC | 422,888 | $30.9M | 0.02% | −48,184−10.2% | Reduced |
| Retirement Systems of Alabama | 439,278 | $32.1M | 0.12% | −42,038−8.7% | Reduced |
| Two Sigma Advisers, LP | 443,700 | $32.4M | 0.07% | −257,700−36.7% | Reduced |
| Barclays PLC | 498,638 | $36.4M | 0.02% | +296,519+146.7% | Added |
| Grace & White Inc | 499,356 | $36.5M | 6.82% | 00.0% | Unchanged |
| Rhumbline Advisers | 527,986 | $38.6M | 0.03% | −5,737−1.1% | Reduced |
| ProShare Advisors LLC | 532,714 | $38.9M | 0.09% | −668,716−55.7% | Reduced |
| Woodline Partners LP | 573,590 | $41.9M | 0.28% | −160,935−21.9% | Reduced |
| Adage Capital Partners GP, L.L.C. | 575,000 | $42.0M | 0.07% | +175,000+43.8% | Added |
| Wedge Capital Management L L P | 597,138 | $43.6M | 0.79% | −140,902−19.1% | Reduced |
| Franklin Resources Inc | 610,529 | $44.6M | 0.01% | +141,187+30.1% | Added |
| UBS Asset Management Americas Inc | 663,198 | $48.4M | 0.01% | +1,199+0.2% | Added |
| JPMorgan Chase & Co | 711,866 | $52.0M | 0.00% | +88,142+14.1% | Added |
| Jacobs Levy Equity Management, Inc | 786,168 | $57.4M | 0.20% | +276,466+54.2% | Added |
| Boone Capital Management LLC | 803,865 | $58.7M | 19.80% | −160,305−16.6% | Reduced |
| Alyeska Investment Group, L.P. | 815,568 | $59.6M | 0.22% | +815,568 | New |
| California Public Employees Retirement System | 831,806 | $60.7M | 0.04% | +277,401+50.0% | Added |
| Voloridge Investment Management, LLC | 850,616 | $62.1M | 0.22% | −96,360−10.2% | Reduced |
| Invesco Ltd. | 891,334 | $65.1M | 0.01% | +78,833+9.7% | Added |
| Freestone Grove Partners LP | 891,362 | $65.1M | 0.80% | +891,362 | New |
| Millennium Management LLC | 1,149,870 | $84.0M | 0.07% | +204,931+21.7% | Added |
| Nuveen Asset Management, LLC | 1,221,569 | $89.2M | 0.03% | +24,461+2.0% | Added |
| UBS Group AG | 1,252,839 | $91.5M | 0.02% | +852,122+212.6% | Added |
| Allianz Asset Management GmbH | 1,264,994 | $92.4M | 0.13% | +392,191+44.9% | Added |
| Royal Bank of Canada | 1,409,476 | $102.9M | 0.02% | −4,019−0.3% | Reduced |
| Zurich Insurance Group Ltd | 1,440,490 | $105.2M | 0.86% | +1,440,490 | New |
| Victory Capital Management Inc | 1,462,917 | $106.8M | 0.11% | +276,655+23.3% | Added |
| Nordea Investment Management AB | 1,483,980 | $108.6M | 0.11% | −780,828−34.5% | Reduced |
| Balyasny Asset Management LLC | 1,560,488 | $114.0M | 0.27% | +1,560,488 | New |
| Arrowstreet Capital, Limited Partnership | 1,708,327 | $124.8M | 0.10% | −1,293,818−43.1% | Reduced |
| First Trust Advisors LP | 1,708,452 | $124.8M | 0.11% | +227,644+15.4% | Added |
| Bank of New York Mellon Corp | 1,891,891 | $138.2M | 0.03% | −79,966−4.1% | Reduced |
| Goldman Sachs Group Inc | 1,900,693 | $138.8M | 0.03% | −258,334−12.0% | Reduced |
| Northern Trust Corp | 1,930,349 | $141.0M | 0.02% | +480,926+33.2% | Added |
| AQR Capital Management LLC | 2,444,655 | $178.5M | 0.23% | −351,045−12.6% | Reduced |
| Donald Smith & Co., Inc. | 2,471,417 | $180.5M | 4.32% | −449,593−15.4% | Reduced |
| LSV Asset Management | 2,736,640 | $199.9M | 0.46% | −67,236−2.4% | Reduced |
| Geode Capital Management, LLC | 2,983,749 | $218.0M | 0.02% | −42,996−1.4% | Reduced |
| Morgan Stanley | 3,777,525 | $275.9M | 0.02% | +11,108+0.3% | Added |
| Dimensional Fund Advisors LP | 4,954,260 | $361.8M | 0.09% | −84,921−1.7% | Reduced |
| Charles Schwab Investment Management Inc | 5,552,252 | $405.5M | 0.07% | +51,744+0.9% | Added |
| State Street Corp | 6,006,498 | $438.7M | 0.02% | +34,321+0.6% | Added |
| FMR LLC | 8,446,698 | $616.9M | 0.04% | −4,523,552−34.9% | Reduced |
| Norges Bank | 13,746,646 | $1.00B | 0.13% | −741,891−5.1% | Reduced |
| BlackRock, Inc. | 19,283,346 | $1.41B | 0.03% | +325,373+1.7% | Added |
| Vanguard Group Inc | 20,497,586 | $1.50B | 0.03% | +1,596,078+8.4% | Added |
| Gillson Capital LP | 0 | $0 | 0.00% | −315,070−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −313,872−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −274,406−100.0% | Sold out |
| M&G Plc | 0 | $0 | 0.00% | −192,608−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −165,249−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −103,737−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −84,480−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −46,300−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −39,058−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −34,627−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −33,208−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −32,741−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −31,500−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −29,900−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −29,778−100.0% | Sold out |