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, Q1 2025
Institutional positions in Unum Group as of Mar 31, 2025. 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
- 729
- +53 vs. Q4 2024
- Shares held
- 155.3M
- +2.44M (+1.6%) vs. Q4 2024
- Total value
- $12.6B
- +$1.48B (+13.3%) vs. Q4 2024
- New holders
- 110
- 231 more added
- Sold out
- 57
- 275 more reduced
9 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Unum Group; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 20,205,408 | $1.65B | 0.03% | −292,178−1.4% | Reduced |
| BlackRock, Inc. | 17,668,497 | $1.44B | 0.03% | −1,614,849−8.4% | Reduced |
| Norges Bank | 13,059,818 | $1.06B | 0.15% | −686,828−5.0% | Reduced |
| FMR LLC | 7,371,103 | $600.5M | 0.04% | −1,075,595−12.7% | Reduced |
| State Street Corp | 5,898,771 | $480.5M | 0.02% | −107,727−1.8% | Reduced |
| First Trust Advisors LP | 5,821,340 | $474.2M | 0.42% | +4,112,888+240.7% | Added |
| Charles Schwab Investment Management Inc | 5,816,520 | $473.8M | 0.09% | +264,268+4.8% | Added |
| Dimensional Fund Advisors LP | 4,287,873 | $349.3M | 0.09% | −666,387−13.5% | Reduced |
| Morgan Stanley | 3,439,334 | $280.2M | 0.02% | −338,191−9.0% | Reduced |
| Geode Capital Management, LLC | 3,122,513 | $254.4M | 0.02% | +138,764+4.7% | Added |
| LSV Asset Management | 2,740,656 | $223.3M | 0.54% | +4,016+0.1% | Added |
| Invesco Ltd. | 2,278,473 | $185.6M | 0.04% | +1,387,139+155.6% | Added |
| AQR Capital Management LLC | 2,151,658 | $172.2M | 0.18% | −292,997−12.0% | Reduced |
| Donald Smith & Co., Inc. | 1,938,298 | $157.9M | 3.87% | −533,119−21.6% | Reduced |
| Northern Trust Corp | 1,882,465 | $153.3M | 0.02% | −47,884−2.5% | Reduced |
| Bank of New York Mellon Corp | 1,873,991 | $152.7M | 0.03% | −17,900−0.9% | Reduced |
| Victory Capital Management Inc | 1,654,489 | $134.8M | 0.14% | +191,572+13.1% | Added |
| Goldman Sachs Group Inc | 1,583,377 | $129.0M | 0.02% | −317,316−16.7% | Reduced |
| Balyasny Asset Management LLC | 1,493,764 | $121.7M | 0.30% | −66,724−4.3% | Reduced |
| Royal Bank of Canada | 1,416,124 | $115.4M | 0.03% | +6,648+0.5% | Added |
| Nordea Investment Management AB | 1,430,346 | $115.2M | 0.12% | −53,634−3.6% | Reduced |
| Allianz Asset Management GmbH | 1,378,105 | $112.3M | 0.17% | +113,111+8.9% | Added |
| Nuveen, LLC | 1,145,189 | $93.3M | 0.03% | +1,145,189 | New |
| Freestone Grove Partners LP | 1,081,196 | $88.1M | 0.91% | +189,834+21.3% | Added |
| Assenagon Asset Management S.A. | 1,033,700 | $84.2M | 0.15% | +719,152+228.6% | Added |
| Zurich Insurance Group Ltd | 958,175 | $78.1M | 0.63% | −482,315−33.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 945,271 | $77.5M | 0.13% | +632,358+202.1% | Added |
| Adage Capital Partners GP, L.L.C. | 950,000 | $77.4M | 0.14% | +375,000+65.2% | Added |
| Arrowstreet Capital, Limited Partnership | 873,290 | $71.1M | 0.06% | −835,037−48.9% | Reduced |
| California Public Employees Retirement System | 838,077 | $68.3M | 0.05% | +6,271+0.8% | Added |
| Franklin Resources Inc | 771,331 | $62.8M | 0.02% | +160,802+26.3% | Added |
| UBS Asset Management Americas Inc | 746,267 | $60.8M | 0.02% | +83,069+12.5% | Added |
| Woodline Partners LP | 739,877 | $60.3M | 0.39% | +166,287+29.0% | Added |
| UBS Group AG | 735,200 | $59.9M | 0.01% | −517,639−41.3% | Reduced |
| Teewinot Capital Advisers, L.L.C. | 722,815 | $58.9M | 6.02% | +722,815 | New |
| JPMorgan Chase & Co | 721,284 | $58.8M | 0.00% | +9,418+1.3% | Added |
| Boone Capital Management LLC | 700,600 | $57.1M | 19.42% | −103,265−12.8% | Reduced |
| Amundi | 695,841 | $55.1M | 0.02% | +335,022+92.9% | Added |
| Alyeska Investment Group, L.P. | 670,366 | $54.6M | 0.22% | −145,202−17.8% | Reduced |
| Caisse de Depot Et Placement du Quebec | 651,878 | $53.1M | 0.11% | +302,587+86.6% | Added |
| Millennium Management LLC | 640,073 | $52.1M | 0.05% | −509,797−44.3% | Reduced |
| CBOE Vest Financial, LLC | 627,582 | $51.1M | 0.79% | +593,479+1,740.3% | Added |
| Jacobs Levy Equity Management, Inc | 617,292 | $50.3M | 0.20% | −168,876−21.5% | Reduced |
| Bridgewater Associates, LP | 522,259 | $42.5M | 0.20% | +182,628+53.8% | Added |
| Bank of America Corp | 519,753 | $42.3M | 0.00% | +159,119+44.1% | Added |
| Grace & White Inc | 499,356 | $40.7M | 7.77% | 00.0% | Unchanged |
| Rhumbline Advisers | 498,795 | $40.6M | 0.04% | −29,191−5.5% | Reduced |
| Renaissance Technologies LLC | 463,600 | $37.8M | 0.06% | +128,400+38.3% | Added |
| Wedge Capital Management L L P | 461,513 | $37.6M | 0.73% | −135,625−22.7% | Reduced |
| Legal & General Group Plc | 461,301 | $37.6M | 0.01% | +41,223+9.8% | Added |
| Neuberger Berman Group LLC | 457,265 | $37.2M | 0.03% | +34,377+8.1% | Added |
| Retirement Systems of Alabama | 424,988 | $34.6M | 0.13% | −14,290−3.3% | Reduced |
| ProShare Advisors LLC | 411,626 | $33.5M | 0.08% | −121,088−22.7% | Reduced |
| SEI Investments Co | 389,904 | $31.8M | 0.04% | −7,398−1.9% | Reduced |
| American Century Companies Inc | 389,554 | $31.7M | 0.02% | +88,747+29.5% | Added |
| Principal Financial Group Inc | 379,565 | $30.9M | 0.02% | −6,865−1.8% | Reduced |
| Ameriprise Financial Inc | 378,597 | $30.8M | 0.01% | −13,491−3.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 372,978 | $30.4M | 0.09% | +327,711+724.0% | Added |
| Truist Financial Corp | 353,622 | $28.8M | 0.05% | +2,157+0.6% | Added |
| Qube Research & Technologies Ltd | 352,306 | $28.7M | 0.04% | +280,762+392.4% | Added |
| Virginia Retirement Systems Et Al | 338,970 | $27.6M | 0.20% | +338,970 | New |
| Robeco Institutional Asset Management B.V. | 337,273 | $27.5M | 0.05% | +40,313+13.6% | Added |
| Swiss National Bank | 336,100 | $27.4M | 0.02% | −11,000−3.2% | Reduced |
| Junto Capital Management LP | 319,245 | $26.0M | 0.60% | +319,245 | New |
| AXA S.A. | 309,084 | $25.2M | 0.08% | +12,950+4.4% | Added |
| LPL Financial LLC | 301,684 | $24.6M | 0.01% | +4,455+1.5% | Added |
| Manufacturers Life Insurance Company, The | 298,850 | $24.3M | 0.02% | −71,165−19.2% | Reduced |
| Quantinno Capital Management LP | 296,194 | $24.1M | 0.16% | +76,817+35.0% | Added |
| Voya Investment Management LLC | 293,687 | $23.9M | 0.03% | +35,651+13.8% | Added |
| Raymond James Financial Inc | 290,382 | $23.7M | 0.01% | +21,770+8.1% | Added |
| Storebrand Asset Management AS | 272,517 | $22.2M | 0.07% | −42,502−13.5% | Reduced |
| Picton Mahoney Asset Management | 272,403 | $22.2M | 0.76% | +151,670+125.6% | Added |
| D. Scott Neal, Inc. | 271,675 | $22.1M | 12.27% | −9,202−3.3% | Reduced |
| Barclays PLC | 260,659 | $21.2M | 0.01% | −237,979−47.7% | Reduced |
| Alliancebernstein L.P. | 258,558 | $21.1M | 0.01% | −25,905−9.1% | Reduced |
| Gillson Capital LP | 252,561 | $20.6M | 1.75% | +252,561 | New |
| Schroder Investment Management Group | 253,333 | $20.3M | 0.02% | −18,181−6.7% | Reduced |
| DekaBank Deutsche Girozentrale | 250,712 | $19.7M | 0.04% | 00.0% | Unchanged |
| Captrust Financial Advisors | 234,153 | $19.1M | 0.05% | +10,843+4.9% | Added |
| South Dakota Investment Council | 229,043 | $18.7M | 0.38% | −16,806−6.8% | Reduced |
| Two Sigma Advisers, LP | 229,000 | $18.7M | 0.04% | −214,700−48.4% | Reduced |
| Gateway Investment Advisers LLC | 224,140 | $18.3M | 0.21% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 219,077 | $17.8M | 0.04% | −106,844−32.8% | Reduced |
| Stifel Financial Corp | 203,777 | $16.6M | 0.02% | −22,024−9.8% | Reduced |
| New York State Teachers Retirement System | 201,327 | $16.4M | 0.04% | +13,425+7.1% | Added |
| Hudson Bay Capital Management LP | 199,190 | $16.2M | 0.10% | +1,190+0.6% | Added |
| Point72 Asset Management, L.P. | 192,237 | $15.7M | 0.04% | −130,534−40.4% | Reduced |
| McGowan Group Asset Management, Inc. | 191,169 | $15.6M | 2.06% | −1,130−0.6% | Reduced |
| Moore Capital Management, LP | 188,875 | $15.4M | 0.51% | +188,875 | New |
| Mitsubishi UFJ Trust & Banking Corp | 182,075 | $14.8M | 0.04% | −48,015−20.9% | Reduced |
| Corebridge Financial, Inc. | 181,605 | $14.8M | 0.09% | −8,589−4.5% | Reduced |
| Man Group plc | 181,211 | $14.8M | 0.04% | −5,621−3.0% | Reduced |
| Citadel Advisors LLC | 178,079 | $14.5M | 0.01% | −166,946−48.4% | Reduced |
| Glenmede Trust Co NA | 169,840 | $13.8M | 0.07% | −5,402−3.1% | Reduced |
| Wells Fargo & Company | 169,214 | $13.8M | 0.00% | +46,827+38.3% | Added |
| California State Teachers Retirement System | 163,603 | $13.3M | 0.02% | −1,930−1.2% | Reduced |
| Prudential Financial Inc | 163,342 | $13.3M | 0.02% | −3,310−2.0% | Reduced |
| Marshall Wace, LLP | 162,517 | $13.2M | 0.02% | −38,147−19.0% | Reduced |
| State Board of Administration of Florida Retirement System | 154,611 | $12.6M | 0.02% | −590.0% | Reduced |
| Van Eck Associates Corp | 146,156 | $11.9M | 0.02% | +14,223+10.8% | Added |