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, Q2 2025
Institutional positions in Unum Group as of Jun 30, 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
- 736
- +14 vs. Q1 2025
- Shares held
- 151.9M
- −3.09M (−2.0%) vs. Q1 2025
- Total value
- $12.3B
- −$349.0M (−2.8%) vs. Q1 2025
- New holders
- 82
- 269 more added
- Sold out
- 68
- 274 more reduced
7 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Unum Group; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 19,141,385 | $1.55B | 0.03% | −1,064,023−5.3% | Reduced |
| BlackRock, Inc. | 18,284,881 | $1.48B | 0.03% | +616,384+3.5% | Added |
| Norges Bank | 13,785,948 | $1.11B | 0.14% | +726,130+5.6% | Added |
| FMR LLC | 6,704,051 | $541.4M | 0.03% | −667,052−9.0% | Reduced |
| Charles Schwab Investment Management Inc | 5,693,470 | $459.8M | 0.08% | −123,050−2.1% | Reduced |
| State Street Corp | 5,688,208 | $459.4M | 0.02% | −210,563−3.6% | Reduced |
| First Trust Advisors LP | 5,511,842 | $445.1M | 0.36% | −309,498−5.3% | Reduced |
| Morgan Stanley | 3,872,619 | $312.8M | 0.02% | +433,285+12.6% | Added |
| Dimensional Fund Advisors LP | 3,598,479 | $290.6M | 0.07% | −689,394−16.1% | Reduced |
| Geode Capital Management, LLC | 3,341,589 | $271.9M | 0.02% | +219,076+7.0% | Added |
| LSV Asset Management | 2,741,334 | $221.4M | 0.52% | +6780.0% | Added |
| Victory Capital Management Inc | 2,201,260 | $177.8M | 0.11% | +546,771+33.0% | Added |
| Invesco Ltd. | 2,168,331 | $175.1M | 0.03% | −110,142−4.8% | Reduced |
| Bank of New York Mellon Corp | 1,843,795 | $148.9M | 0.03% | −30,196−1.6% | Reduced |
| Northern Trust Corp | 1,817,888 | $146.8M | 0.02% | −64,577−3.4% | Reduced |
| Donald Smith & Co., Inc. | 1,805,966 | $145.8M | 3.43% | −132,332−6.8% | Reduced |
| AQR Capital Management LLC | 1,731,605 | $139.8M | 0.12% | −420,053−19.5% | Reduced |
| Allianz Asset Management GmbH | 1,537,189 | $124.1M | 0.17% | +159,084+11.5% | Added |
| Goldman Sachs Group Inc | 1,524,301 | $123.1M | 0.02% | −59,076−3.7% | Reduced |
| Royal Bank of Canada | 1,505,898 | $121.6M | 0.02% | +89,774+6.3% | Added |
| Nordea Investment Management AB | 1,482,096 | $119.2M | 0.11% | +51,750+3.6% | Added |
| UBS Group AG | 1,223,278 | $98.8M | 0.02% | +488,078+66.4% | Added |
| Woodline Partners LP | 1,126,763 | $91.0M | 0.48% | +386,886+52.3% | Added |
| Nuveen, LLC | 1,126,150 | $90.9M | 0.03% | −19,039−1.7% | Reduced |
| Adage Capital Partners GP, L.L.C. | 1,125,000 | $90.9M | 0.15% | +175,000+18.4% | Added |
| Millennium Management LLC | 1,055,563 | $85.2M | 0.08% | +415,490+64.9% | Added |
| Balyasny Asset Management LLC | 1,015,921 | $82.0M | 0.19% | −477,843−32.0% | Reduced |
| UBS Asset Management Americas Inc | 939,169 | $75.8M | 0.02% | +192,902+25.8% | Added |
| Neuberger Berman Group LLC | 760,765 | $61.4M | 0.05% | +303,500+66.4% | Added |
| Allspring Global Investments Holdings, LLC | 718,190 | $58.9M | 0.10% | −227,081−24.0% | Reduced |
| Franklin Resources Inc | 729,635 | $58.9M | 0.02% | −41,696−5.4% | Reduced |
| California Public Employees Retirement System | 728,023 | $58.8M | 0.04% | −110,054−13.1% | Reduced |
| Ensign Peak Advisors, Inc | 712,206 | $57.5M | 0.10% | +629,665+762.9% | Added |
| JPMorgan Chase & Co | 697,013 | $56.3M | 0.00% | −24,271−3.4% | Reduced |
| Zurich Insurance Group Ltd | 673,801 | $54.4M | 0.42% | −284,374−29.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 670,649 | $54.2M | 0.13% | +297,671+79.8% | Added |
| Caisse de Depot Et Placement du Quebec | 638,271 | $51.5M | 0.11% | −13,607−2.1% | Reduced |
| CBOE Vest Financial, LLC | 619,720 | $50.0M | 0.71% | −7,862−1.3% | Reduced |
| Alyeska Investment Group, L.P. | 608,304 | $49.1M | 0.17% | −62,062−9.3% | Reduced |
| Freestone Grove Partners LP | 591,625 | $47.8M | 0.36% | −489,571−45.3% | Reduced |
| Bridgewater Associates, LP | 561,884 | $45.4M | 0.18% | +39,625+7.6% | Added |
| Jacobs Levy Equity Management, Inc | 538,215 | $43.5M | 0.17% | −79,077−12.8% | Reduced |
| Bank of America Corp | 525,223 | $42.4M | 0.00% | +5,470+1.1% | Added |
| Grace & White Inc | 498,256 | $40.2M | 7.37% | −1,100−0.2% | Reduced |
| American Century Companies Inc | 497,002 | $40.1M | 0.02% | +107,448+27.6% | Added |
| Rhumbline Advisers | 484,079 | $39.1M | 0.03% | −14,716−3.0% | Reduced |
| Qube Research & Technologies Ltd | 471,589 | $38.1M | 0.05% | +119,283+33.9% | Added |
| SEI Investments Co | 430,802 | $34.8M | 0.04% | +40,898+10.5% | Added |
| ProShare Advisors LLC | 422,625 | $34.1M | 0.07% | +10,999+2.7% | Added |
| Retirement Systems of Alabama | 421,062 | $34.0M | 0.12% | −3,926−0.9% | Reduced |
| Wedge Capital Management L L P | 417,284 | $33.7M | 0.60% | −44,229−9.6% | Reduced |
| Ameriprise Financial Inc | 417,584 | $33.7M | 0.01% | +38,987+10.3% | Added |
| Legal & General Group Plc | 407,184 | $32.9M | 0.01% | −54,117−11.7% | Reduced |
| Two Sigma Investments, LP | 380,378 | $30.7M | 0.06% | +161,301+73.6% | Added |
| Raymond James Financial Inc | 372,024 | $30.0M | 0.01% | +81,642+28.1% | Added |
| Principal Financial Group Inc | 364,252 | $29.4M | 0.02% | −15,313−4.0% | Reduced |
| LPL Financial LLC | 347,417 | $28.1M | 0.01% | +45,733+15.2% | Added |
| Virginia Retirement Systems Et Al | 341,770 | $27.6M | 0.19% | +2,800+0.8% | Added |
| Robeco Institutional Asset Management B.V. | 329,110 | $26.6M | 0.04% | −8,163−2.4% | Reduced |
| Truist Financial Corp | 328,722 | $26.5M | 0.04% | −24,900−7.0% | Reduced |
| Quantinno Capital Management LP | 325,902 | $26.3M | 0.11% | +29,708+10.0% | Added |
| Arrowstreet Capital, Limited Partnership | 325,183 | $26.3M | 0.02% | −548,107−62.8% | Reduced |
| Swiss National Bank | 319,900 | $25.8M | 0.02% | −16,200−4.8% | Reduced |
| Lighthouse Investment Partners, LLC | 294,088 | $23.8M | 1.03% | +245,718+508.0% | Added |
| Voya Investment Management LLC | 282,680 | $22.8M | 0.02% | −11,007−3.7% | Reduced |
| Boone Capital Management LLC | 281,790 | $22.8M | 9.76% | −418,810−59.8% | Reduced |
| Jane Street Group, LLC | 277,268 | $22.4M | 0.04% | +236,400+578.4% | Added |
| Storebrand Asset Management AS | 276,562 | $22.3M | 0.06% | +4,045+1.5% | Added |
| D. Scott Neal, Inc. | 264,589 | $21.4M | 10.65% | −7,086−2.6% | Reduced |
| Manufacturers Life Insurance Company, The | 261,094 | $21.1M | 0.02% | −37,756−12.6% | Reduced |
| Marshall Wace, LLP | 260,623 | $21.0M | 0.03% | +98,106+60.4% | Added |
| Renaissance Technologies LLC | 258,400 | $20.9M | 0.03% | −205,200−44.3% | Reduced |
| Stifel Financial Corp | 251,728 | $20.3M | 0.02% | +47,951+23.5% | Added |
| Picton Mahoney Asset Management | 249,885 | $20.2M | 0.28% | −22,518−8.3% | Reduced |
| DekaBank Deutsche Girozentrale | 250,712 | $20.0M | 0.04% | 00.0% | Unchanged |
| Captrust Financial Advisors | 244,675 | $19.8M | 0.04% | +10,522+4.5% | Added |
| ExodusPoint Capital Management, LP | 243,855 | $19.7M | 0.24% | +243,855 | New |
| Alliancebernstein L.P. | 238,332 | $19.2M | 0.01% | −20,226−7.8% | Reduced |
| Assenagon Asset Management S.A. | 226,493 | $18.3M | 0.03% | −807,207−78.1% | Reduced |
| Gateway Investment Advisers LLC | 224,140 | $18.1M | 0.20% | 00.0% | Unchanged |
| Moore Capital Management, LP | 223,360 | $18.0M | 0.36% | +34,485+18.3% | Added |
| South Dakota Investment Council | 215,267 | $17.4M | 0.33% | −13,776−6.0% | Reduced |
| Schroder Investment Management Group | 205,889 | $16.6M | 0.01% | −47,444−18.7% | Reduced |
| Prudential Financial Inc | 204,658 | $16.5M | 0.02% | +41,316+25.3% | Added |
| AXA S.A. | 201,228 | $16.3M | 0.05% | −107,856−34.9% | Reduced |
| New York State Teachers Retirement System | 199,808 | $16.1M | 0.03% | −1,519−0.8% | Reduced |
| Algebris (UK) Ltd | 199,009 | $16.0M | 2.53% | +199,009 | New |
| McGowan Group Asset Management, Inc. | 191,089 | $15.4M | 1.94% | −800.0% | Reduced |
| Vestcor Inc | 185,707 | $15.0M | 0.45% | +65,096+54.0% | Added |
| Wells Fargo & Company | 179,217 | $14.5M | 0.00% | +10,003+5.9% | Added |
| Barclays PLC | 176,571 | $14.3M | 0.01% | −84,088−32.3% | Reduced |
| Trexquant Investment LP | 171,577 | $13.9M | 0.16% | +44,004+34.5% | Added |
| California State Teachers Retirement System | 163,047 | $13.2M | 0.01% | −556−0.3% | Reduced |
| Price T Rowe Associates Inc | 156,580 | $12.6M | 0.00% | +25,072+19.1% | Added |
| State Board of Administration of Florida Retirement System | 155,571 | $12.6M | 0.02% | +960+0.6% | Added |
| HRT Financial LP | 155,293 | $12.5M | 0.06% | +155,293 | New |
| Glenmede Investment Management, LP | 154,894 | $12.5M | 0.06% | +154,894 | New |
| Mitsubishi UFJ Trust & Banking Corp | 152,493 | $12.3M | 0.03% | −29,582−16.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 150,251 | $12.1M | 0.04% | +9,884+7.0% | Added |
| Two Sigma Advisers, LP | 146,200 | $11.8M | 0.02% | −82,800−36.2% | Reduced |