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 |
|---|---|---|---|---|---|
| Creative Planning | 85,582 | $6.91M | 0.01% | −341−0.4% | Reduced |
| MetLife Investment Management | 86,589 | $6.99M | 0.04% | −4,963−5.4% | Reduced |
| Ci Investments Inc. | 86,590 | $6.99M | 0.03% | +2,679+3.2% | Added |
| Empowered Funds, LLC | 86,665 | $7.00M | 0.08% | +2,809+3.3% | Added |
| Brant Point Investment Management LLC | 89,453 | $7.22M | 1.65% | −19,198−17.7% | Reduced |
| Gotham Asset Management, LLC | 89,571 | $7.23M | 0.04% | +50,990+132.2% | Added |
| Horizon Investments, LLC | 91,026 | $7.31M | 0.12% | +90,899+71,574.0% | Added |
| US Bancorp | 96,007 | $7.75M | 0.01% | +304+0.3% | Added |
| Brandywine Global Investment Management, LLC | 96,882 | $7.82M | 0.06% | −1,990−2.0% | Reduced |
| AlphaCore Capital LLC | 98,188 | $7.93M | 0.30% | −903−0.9% | Reduced |
| Hudson Bay Capital Management LP | 101,596 | $8.20M | 0.05% | −97,594−49.0% | Reduced |
| New York State Common Retirement Fund | 103,333 | $8.35M | 0.01% | −3,000−2.8% | Reduced |
| Hennessy Advisors Inc | 106,400 | $8.59M | 0.29% | +106,400 | New |
| IFG Advisory, LLC | 106,474 | $8.60M | 0.43% | −3,474−3.2% | Reduced |
| Janus Henderson Group PLC | 107,773 | $8.70M | 0.00% | −30,566−22.1% | Reduced |
| NewSquare Capital LLC | 112,831 | $8.86M | 0.66% | +4,816+4.5% | Added |
| Envestnet Asset Management Inc | 112,985 | $9.12M | 0.00% | +65,670+138.8% | Added |
| Prospector Partners LLC | 118,684 | $9.58M | 1.11% | +118,684 | New |
| Teacher Retirement System of Texas | 120,492 | $9.73M | 0.04% | +3,020+2.6% | Added |
| Principal Street Partners, LLC | 120,679 | $9.75M | 0.96% | +12,633+11.7% | Added |
| Boston Partners | 121,139 | $9.78M | 0.01% | +38,505+46.6% | Added |
| Van Eck Associates Corp | 121,353 | $9.80M | 0.01% | −24,803−17.0% | Reduced |
| Public Employees Retirement System of Ohio | 121,562 | $9.82M | 0.03% | −11,306−8.5% | Reduced |
| Foster & Motley Inc | 123,375 | $9.96M | 0.58% | +3,430+2.9% | Added |
| Intech Investment Management LLC | 126,330 | $10.2M | 0.10% | +22,863+22.1% | Added |
| Great West Life Assurance Co | 127,913 | $10.3M | 0.02% | −6,567−4.9% | Reduced |
| Barnett & Company, Inc. | 128,783 | $10.4M | 8.18% | −284−0.2% | Reduced |
| Russell Investments Group, Ltd. | 131,641 | $10.6M | 0.01% | −6,181−4.5% | Reduced |
| CI Private Wealth, LLC | 132,464 | $10.7M | 0.02% | −1,061−0.8% | Reduced |
| BNP Paribas Arbitrage, SA | 133,076 | $10.7M | 0.01% | −8,989−6.3% | Reduced |
| Man Group plc | 135,316 | $10.9M | 0.02% | −45,895−25.3% | Reduced |
| Panagora Asset Management Inc | 135,531 | $10.9M | 0.05% | −456−0.3% | Reduced |
| Ibex Wealth Advisors | 136,491 | $11.0M | 1.18% | +4,850+3.7% | Added |
| Susquehanna Fundamental Investments, LLC | 138,894 | $11.2M | 0.30% | 00.0% | Unchanged |
| Paradiem, LLC | 143,570 | $11.6M | 2.93% | +143,570 | New |
| O'Shaughnessy Asset Management, LLC | 145,837 | $11.8M | 0.08% | −78−0.1% | Reduced |
| Two Sigma Advisers, LP | 146,200 | $11.8M | 0.02% | −82,800−36.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 150,251 | $12.1M | 0.04% | +9,884+7.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 152,493 | $12.3M | 0.03% | −29,582−16.2% | Reduced |
| Glenmede Investment Management, LP | 154,894 | $12.5M | 0.06% | +154,894 | New |
| HRT Financial LP | 155,293 | $12.5M | 0.06% | +155,293 | New |
| State Board of Administration of Florida Retirement System | 155,571 | $12.6M | 0.02% | +960+0.6% | Added |
| Price T Rowe Associates Inc | 156,580 | $12.6M | 0.00% | +25,072+19.1% | Added |
| California State Teachers Retirement System | 163,047 | $13.2M | 0.01% | −556−0.3% | Reduced |
| Trexquant Investment LP | 171,577 | $13.9M | 0.16% | +44,004+34.5% | Added |
| Barclays PLC | 176,571 | $14.3M | 0.01% | −84,088−32.3% | Reduced |
| Wells Fargo & Company | 179,217 | $14.5M | 0.00% | +10,003+5.9% | Added |
| Vestcor Inc | 185,707 | $15.0M | 0.45% | +65,096+54.0% | Added |
| McGowan Group Asset Management, Inc. | 191,089 | $15.4M | 1.94% | −800.0% | Reduced |
| Algebris (UK) Ltd | 199,009 | $16.0M | 2.53% | +199,009 | New |
| New York State Teachers Retirement System | 199,808 | $16.1M | 0.03% | −1,519−0.8% | Reduced |
| AXA S.A. | 201,228 | $16.3M | 0.05% | −107,856−34.9% | Reduced |
| Prudential Financial Inc | 204,658 | $16.5M | 0.02% | +41,316+25.3% | Added |
| Schroder Investment Management Group | 205,889 | $16.6M | 0.01% | −47,444−18.7% | Reduced |
| South Dakota Investment Council | 215,267 | $17.4M | 0.33% | −13,776−6.0% | Reduced |
| Moore Capital Management, LP | 223,360 | $18.0M | 0.36% | +34,485+18.3% | Added |
| Gateway Investment Advisers LLC | 224,140 | $18.1M | 0.20% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 226,493 | $18.3M | 0.03% | −807,207−78.1% | Reduced |
| Alliancebernstein L.P. | 238,332 | $19.2M | 0.01% | −20,226−7.8% | Reduced |
| ExodusPoint Capital Management, LP | 243,855 | $19.7M | 0.24% | +243,855 | New |
| Captrust Financial Advisors | 244,675 | $19.8M | 0.04% | +10,522+4.5% | Added |
| DekaBank Deutsche Girozentrale | 250,712 | $20.0M | 0.04% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 249,885 | $20.2M | 0.28% | −22,518−8.3% | Reduced |
| Stifel Financial Corp | 251,728 | $20.3M | 0.02% | +47,951+23.5% | Added |
| Renaissance Technologies LLC | 258,400 | $20.9M | 0.03% | −205,200−44.3% | Reduced |
| Marshall Wace, LLP | 260,623 | $21.0M | 0.03% | +98,106+60.4% | Added |
| Manufacturers Life Insurance Company, The | 261,094 | $21.1M | 0.02% | −37,756−12.6% | Reduced |
| D. Scott Neal, Inc. | 264,589 | $21.4M | 10.65% | −7,086−2.6% | Reduced |
| Storebrand Asset Management AS | 276,562 | $22.3M | 0.06% | +4,045+1.5% | Added |
| Jane Street Group, LLC | 277,268 | $22.4M | 0.04% | +236,400+578.4% | Added |
| Boone Capital Management LLC | 281,790 | $22.8M | 9.76% | −418,810−59.8% | Reduced |
| Voya Investment Management LLC | 282,680 | $22.8M | 0.02% | −11,007−3.7% | Reduced |
| Lighthouse Investment Partners, LLC | 294,088 | $23.8M | 1.03% | +245,718+508.0% | Added |
| Swiss National Bank | 319,900 | $25.8M | 0.02% | −16,200−4.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 325,183 | $26.3M | 0.02% | −548,107−62.8% | Reduced |
| Quantinno Capital Management LP | 325,902 | $26.3M | 0.11% | +29,708+10.0% | Added |
| Truist Financial Corp | 328,722 | $26.5M | 0.04% | −24,900−7.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 329,110 | $26.6M | 0.04% | −8,163−2.4% | Reduced |
| Virginia Retirement Systems Et Al | 341,770 | $27.6M | 0.19% | +2,800+0.8% | Added |
| LPL Financial LLC | 347,417 | $28.1M | 0.01% | +45,733+15.2% | Added |
| Principal Financial Group Inc | 364,252 | $29.4M | 0.02% | −15,313−4.0% | Reduced |
| Raymond James Financial Inc | 372,024 | $30.0M | 0.01% | +81,642+28.1% | Added |
| Two Sigma Investments, LP | 380,378 | $30.7M | 0.06% | +161,301+73.6% | Added |
| Legal & General Group Plc | 407,184 | $32.9M | 0.01% | −54,117−11.7% | Reduced |
| Ameriprise Financial Inc | 417,584 | $33.7M | 0.01% | +38,987+10.3% | Added |
| Wedge Capital Management L L P | 417,284 | $33.7M | 0.60% | −44,229−9.6% | Reduced |
| Retirement Systems of Alabama | 421,062 | $34.0M | 0.12% | −3,926−0.9% | Reduced |
| ProShare Advisors LLC | 422,625 | $34.1M | 0.07% | +10,999+2.7% | Added |
| SEI Investments Co | 430,802 | $34.8M | 0.04% | +40,898+10.5% | Added |
| Qube Research & Technologies Ltd | 471,589 | $38.1M | 0.05% | +119,283+33.9% | Added |
| Rhumbline Advisers | 484,079 | $39.1M | 0.03% | −14,716−3.0% | Reduced |
| American Century Companies Inc | 497,002 | $40.1M | 0.02% | +107,448+27.6% | Added |
| Grace & White Inc | 498,256 | $40.2M | 7.37% | −1,100−0.2% | Reduced |
| Bank of America Corp | 525,223 | $42.4M | 0.00% | +5,470+1.1% | Added |
| Jacobs Levy Equity Management, Inc | 538,215 | $43.5M | 0.17% | −79,077−12.8% | Reduced |
| Bridgewater Associates, LP | 561,884 | $45.4M | 0.18% | +39,625+7.6% | Added |
| Freestone Grove Partners LP | 591,625 | $47.8M | 0.36% | −489,571−45.3% | Reduced |
| Alyeska Investment Group, L.P. | 608,304 | $49.1M | 0.17% | −62,062−9.3% | Reduced |
| CBOE Vest Financial, LLC | 619,720 | $50.0M | 0.71% | −7,862−1.3% | Reduced |
| Caisse de Depot Et Placement du Quebec | 638,271 | $51.5M | 0.11% | −13,607−2.1% | Reduced |