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 |
|---|---|---|---|---|---|
| Boston Common Asset Management, LLC | 107,155 | $8.73M | 0.26% | +37,877+54.7% | Added |
| Principal Street Partners, LLC | 108,046 | $8.80M | 1.64% | +628+0.6% | Added |
| Prana Capital Management, LP | 108,444 | $8.83M | 0.36% | +89,419+470.0% | Added |
| Brant Point Investment Management LLC | 108,651 | $8.85M | 2.16% | +53,651+97.5% | Added |
| IFG Advisory, LLC | 109,948 | $8.96M | 0.50% | −1,618−1.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 111,451 | $9.08M | 0.10% | +33,765+43.5% | Added |
| Teacher Retirement System of Texas | 117,472 | $9.57M | 0.04% | −78,784−40.1% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 119,116 | $9.70M | 0.03% | +5,809+5.1% | Added |
| Foster & Motley Inc | 119,945 | $9.77M | 0.62% | +4,351+3.8% | Added |
| Vestcor Inc | 120,611 | $9.82M | 0.33% | +28,297+30.7% | Added |
| Susquehanna International Group, LLP | 121,172 | $9.87M | 0.02% | +33,315+37.9% | Added |
| Lazard Asset Management LLC | 123,797 | $10.1M | 0.02% | +46,168+59.5% | Added |
| Trexquant Investment LP | 127,573 | $10.4M | 0.12% | −32,330−20.2% | Reduced |
| Barnett & Company, Inc. | 129,067 | $10.5M | 8.79% | −17,115−11.7% | Reduced |
| Price T Rowe Associates Inc | 131,508 | $10.7M | 0.00% | +12,799+10.8% | Added |
| Ibex Wealth Advisors | 131,641 | $10.7M | 1.42% | +1,345+1.0% | Added |
| Public Employees Retirement System of Ohio | 132,868 | $10.8M | 0.04% | +36,198+37.4% | Added |
| CI Private Wealth, LLC | 133,525 | $10.9M | 0.02% | −7,099−5.0% | Reduced |
| AE Wealth Management LLC | 133,982 | $10.9M | 0.09% | +127,157+1,863.1% | Added |
| Great West Life Assurance Co | 134,480 | $11.0M | 0.02% | −15,665−10.4% | Reduced |
| Janus Henderson Group PLC | 138,339 | $11.1M | 0.01% | −191,742−58.1% | Reduced |
| Panagora Asset Management Inc | 135,987 | $11.1M | 0.06% | −2,056−1.5% | Reduced |
| Voloridge Investment Management, LLC | 136,714 | $11.1M | 0.04% | −713,902−83.9% | Reduced |
| Russell Investments Group, Ltd. | 137,822 | $11.2M | 0.02% | −97,094−41.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 140,367 | $11.2M | 0.05% | +13,204+10.4% | Added |
| Susquehanna Fundamental Investments, LLC | 138,894 | $11.3M | 0.19% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 140,834 | $11.5M | 0.03% | −170,289−54.7% | Reduced |
| BNP Paribas Arbitrage, SA | 142,065 | $11.6M | 0.01% | −65,671−31.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 145,915 | $11.9M | 0.10% | +27,121+22.8% | Added |
| Van Eck Associates Corp | 146,156 | $11.9M | 0.02% | +14,223+10.8% | Added |
| State Board of Administration of Florida Retirement System | 154,611 | $12.6M | 0.02% | −590.0% | Reduced |
| Marshall Wace, LLP | 162,517 | $13.2M | 0.02% | −38,147−19.0% | Reduced |
| Prudential Financial Inc | 163,342 | $13.3M | 0.02% | −3,310−2.0% | Reduced |
| California State Teachers Retirement System | 163,603 | $13.3M | 0.02% | −1,930−1.2% | Reduced |
| Wells Fargo & Company | 169,214 | $13.8M | 0.00% | +46,827+38.3% | Added |
| Glenmede Trust Co NA | 169,840 | $13.8M | 0.07% | −5,402−3.1% | Reduced |
| Citadel Advisors LLC | 178,079 | $14.5M | 0.01% | −166,946−48.4% | Reduced |
| Man Group plc | 181,211 | $14.8M | 0.04% | −5,621−3.0% | Reduced |
| Corebridge Financial, Inc. | 181,605 | $14.8M | 0.09% | −8,589−4.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 182,075 | $14.8M | 0.04% | −48,015−20.9% | Reduced |
| Moore Capital Management, LP | 188,875 | $15.4M | 0.51% | +188,875 | New |
| McGowan Group Asset Management, Inc. | 191,169 | $15.6M | 2.06% | −1,130−0.6% | Reduced |
| Point72 Asset Management, L.P. | 192,237 | $15.7M | 0.04% | −130,534−40.4% | Reduced |
| Hudson Bay Capital Management LP | 199,190 | $16.2M | 0.10% | +1,190+0.6% | Added |
| New York State Teachers Retirement System | 201,327 | $16.4M | 0.04% | +13,425+7.1% | Added |
| Stifel Financial Corp | 203,777 | $16.6M | 0.02% | −22,024−9.8% | Reduced |
| Two Sigma Investments, LP | 219,077 | $17.8M | 0.04% | −106,844−32.8% | Reduced |
| Gateway Investment Advisers LLC | 224,140 | $18.3M | 0.21% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 229,000 | $18.7M | 0.04% | −214,700−48.4% | Reduced |
| South Dakota Investment Council | 229,043 | $18.7M | 0.38% | −16,806−6.8% | Reduced |
| Captrust Financial Advisors | 234,153 | $19.1M | 0.05% | +10,843+4.9% | Added |
| DekaBank Deutsche Girozentrale | 250,712 | $19.7M | 0.04% | 00.0% | Unchanged |
| Schroder Investment Management Group | 253,333 | $20.3M | 0.02% | −18,181−6.7% | Reduced |
| Gillson Capital LP | 252,561 | $20.6M | 1.75% | +252,561 | New |
| Alliancebernstein L.P. | 258,558 | $21.1M | 0.01% | −25,905−9.1% | Reduced |
| Barclays PLC | 260,659 | $21.2M | 0.01% | −237,979−47.7% | Reduced |
| D. Scott Neal, Inc. | 271,675 | $22.1M | 12.27% | −9,202−3.3% | Reduced |
| Picton Mahoney Asset Management | 272,403 | $22.2M | 0.76% | +151,670+125.6% | Added |
| Storebrand Asset Management AS | 272,517 | $22.2M | 0.07% | −42,502−13.5% | Reduced |
| Raymond James Financial Inc | 290,382 | $23.7M | 0.01% | +21,770+8.1% | Added |
| Voya Investment Management LLC | 293,687 | $23.9M | 0.03% | +35,651+13.8% | Added |
| Quantinno Capital Management LP | 296,194 | $24.1M | 0.16% | +76,817+35.0% | Added |
| Manufacturers Life Insurance Company, The | 298,850 | $24.3M | 0.02% | −71,165−19.2% | Reduced |
| LPL Financial LLC | 301,684 | $24.6M | 0.01% | +4,455+1.5% | Added |
| AXA S.A. | 309,084 | $25.2M | 0.08% | +12,950+4.4% | Added |
| Junto Capital Management LP | 319,245 | $26.0M | 0.60% | +319,245 | New |
| Swiss National Bank | 336,100 | $27.4M | 0.02% | −11,000−3.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 337,273 | $27.5M | 0.05% | +40,313+13.6% | Added |
| Virginia Retirement Systems Et Al | 338,970 | $27.6M | 0.20% | +338,970 | New |
| Qube Research & Technologies Ltd | 352,306 | $28.7M | 0.04% | +280,762+392.4% | Added |
| Truist Financial Corp | 353,622 | $28.8M | 0.05% | +2,157+0.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 372,978 | $30.4M | 0.09% | +327,711+724.0% | Added |
| Ameriprise Financial Inc | 378,597 | $30.8M | 0.01% | −13,491−3.4% | Reduced |
| Principal Financial Group Inc | 379,565 | $30.9M | 0.02% | −6,865−1.8% | Reduced |
| American Century Companies Inc | 389,554 | $31.7M | 0.02% | +88,747+29.5% | Added |
| SEI Investments Co | 389,904 | $31.8M | 0.04% | −7,398−1.9% | Reduced |
| ProShare Advisors LLC | 411,626 | $33.5M | 0.08% | −121,088−22.7% | Reduced |
| Retirement Systems of Alabama | 424,988 | $34.6M | 0.13% | −14,290−3.3% | Reduced |
| Neuberger Berman Group LLC | 457,265 | $37.2M | 0.03% | +34,377+8.1% | Added |
| Legal & General Group Plc | 461,301 | $37.6M | 0.01% | +41,223+9.8% | Added |
| Wedge Capital Management L L P | 461,513 | $37.6M | 0.73% | −135,625−22.7% | Reduced |
| Renaissance Technologies LLC | 463,600 | $37.8M | 0.06% | +128,400+38.3% | Added |
| Rhumbline Advisers | 498,795 | $40.6M | 0.04% | −29,191−5.5% | Reduced |
| Grace & White Inc | 499,356 | $40.7M | 7.77% | 00.0% | Unchanged |
| Bank of America Corp | 519,753 | $42.3M | 0.00% | +159,119+44.1% | Added |
| Bridgewater Associates, LP | 522,259 | $42.5M | 0.20% | +182,628+53.8% | Added |
| Jacobs Levy Equity Management, Inc | 617,292 | $50.3M | 0.20% | −168,876−21.5% | Reduced |
| CBOE Vest Financial, LLC | 627,582 | $51.1M | 0.79% | +593,479+1,740.3% | Added |
| Millennium Management LLC | 640,073 | $52.1M | 0.05% | −509,797−44.3% | Reduced |
| Caisse de Depot Et Placement du Quebec | 651,878 | $53.1M | 0.11% | +302,587+86.6% | Added |
| Alyeska Investment Group, L.P. | 670,366 | $54.6M | 0.22% | −145,202−17.8% | Reduced |
| Amundi | 695,841 | $55.1M | 0.02% | +335,022+92.9% | Added |
| Boone Capital Management LLC | 700,600 | $57.1M | 19.42% | −103,265−12.8% | Reduced |
| JPMorgan Chase & Co | 721,284 | $58.8M | 0.00% | +9,418+1.3% | Added |
| Teewinot Capital Advisers, L.L.C. | 722,815 | $58.9M | 6.02% | +722,815 | New |
| UBS Group AG | 735,200 | $59.9M | 0.01% | −517,639−41.3% | Reduced |
| Woodline Partners LP | 739,877 | $60.3M | 0.39% | +166,287+29.0% | Added |
| UBS Asset Management Americas Inc | 746,267 | $60.8M | 0.02% | +83,069+12.5% | Added |
| Franklin Resources Inc | 771,331 | $62.8M | 0.02% | +160,802+26.3% | Added |
| California Public Employees Retirement System | 838,077 | $68.3M | 0.05% | +6,271+0.8% | Added |