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, Q3 2025
Institutional positions in Unum Group as of Sep 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
- 674
- −51 vs. Q2 2025
- Shares held
- 133.2M
- −4.82M (−3.5%) vs. Q2 2025
- Total value
- $10.4B
- −$786.1M (−7.1%) vs. Q2 2025
- New holders
- 55
- 208 more added
- Sold out
- 106
- 303 more reduced
11 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Unum Group; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 18,660,134 | $1.45B | 0.02% | −481,251−2.5% | Reduced |
| BlackRock, Inc. | 17,406,807 | $1.35B | 0.02% | −878,074−4.8% | Reduced |
| FMR LLC | 7,172,507 | $557.9M | 0.03% | +468,456+7.0% | Added |
| First Trust Advisors LP | 5,734,937 | $446.1M | 0.33% | +223,095+4.0% | Added |
| Charles Schwab Investment Management Inc | 5,626,493 | $437.6M | 0.07% | −66,977−1.2% | Reduced |
| State Street Corp | 5,506,071 | $428.3M | 0.01% | −182,137−3.2% | Reduced |
| Dimensional Fund Advisors LP | 3,777,880 | $293.8M | 0.06% | +179,401+5.0% | Added |
| Geode Capital Management, LLC | 3,387,050 | $267.0M | 0.02% | +45,461+1.4% | Added |
| Morgan Stanley | 3,389,247 | $263.6M | 0.02% | −483,372−12.5% | Reduced |
| LSV Asset Management | 2,732,940 | $212.6M | 0.47% | −8,394−0.3% | Reduced |
| Allianz Asset Management GmbH | 2,516,126 | $195.7M | 0.24% | +978,937+63.7% | Added |
| AQR Capital Management LLC | 2,339,289 | $181.6M | 0.12% | +607,684+35.1% | Added |
| Victory Capital Management Inc | 2,176,450 | $169.3M | 0.11% | −24,810−1.1% | Reduced |
| Bank of New York Mellon Corp | 1,789,597 | $139.2M | 0.02% | −54,198−2.9% | Reduced |
| Donald Smith & Co., Inc. | 1,779,969 | $138.4M | 2.76% | −25,997−1.4% | Reduced |
| Northern Trust Corp | 1,755,198 | $136.5M | 0.02% | −62,690−3.4% | Reduced |
| Invesco Ltd. | 1,669,228 | $129.8M | 0.02% | −499,103−23.0% | Reduced |
| Goldman Sachs Group Inc | 1,509,457 | $117.4M | 0.02% | −14,844−1.0% | Reduced |
| Nordea Investment Management AB | 1,420,929 | $109.9M | 0.10% | −61,167−4.1% | Reduced |
| UBS Group AG | 1,287,959 | $100.2M | 0.02% | +64,681+5.3% | Added |
| Adage Capital Partners GP, L.L.C. | 1,200,000 | $93.3M | 0.15% | +75,000+6.7% | Added |
| Nuveen, LLC | 1,167,852 | $90.8M | 0.02% | +41,702+3.7% | Added |
| Royal Bank of Canada | 1,074,137 | $83.5M | 0.01% | −431,761−28.7% | Reduced |
| Millennium Management LLC | 1,065,171 | $82.8M | 0.07% | +9,608+0.9% | Added |
| Two Sigma Investments, LP | 864,485 | $67.2M | 0.10% | +484,107+127.3% | Added |
| Ensign Peak Advisors, Inc | 690,852 | $53.7M | 0.09% | −21,354−3.0% | Reduced |
| JPMorgan Chase & Co | 667,619 | $51.9M | 0.00% | −29,394−4.2% | Reduced |
| Woodline Partners LP | 665,165 | $51.7M | 0.24% | −461,598−41.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 655,566 | $51.3M | 0.08% | −62,624−8.7% | Reduced |
| Moore Capital Management, LP | 658,912 | $51.3M | 1.02% | +435,552+195.0% | Added |
| CBOE Vest Financial, LLC | 653,527 | $50.8M | 0.66% | +33,807+5.5% | Added |
| UBS Asset Management Americas Inc | 613,691 | $47.7M | 0.01% | −325,478−34.7% | Reduced |
| Balyasny Asset Management LLC | 583,283 | $45.4M | 0.09% | −432,638−42.6% | Reduced |
| California Public Employees Retirement System | 564,476 | $43.9M | 0.03% | −163,547−22.5% | Reduced |
| American Century Companies Inc | 523,866 | $40.7M | 0.02% | +26,864+5.4% | Added |
| Caisse de Depot Et Placement du Quebec | 517,513 | $40.3M | 0.07% | −120,758−18.9% | Reduced |
| Bank of America Corp | 507,969 | $39.5M | 0.00% | −17,254−3.3% | Reduced |
| Wedge Capital Management L L P | 502,222 | $39.1M | 0.66% | +84,938+20.4% | Added |
| SEI Investments Co | 497,931 | $38.7M | 0.04% | +67,129+15.6% | Added |
| Grace & White Inc | 493,731 | $38.4M | 6.78% | −4,525−0.9% | Reduced |
| Neuberger Berman Group LLC | 484,638 | $37.7M | 0.03% | −276,127−36.3% | Reduced |
| Rhumbline Advisers | 459,898 | $35.8M | 0.03% | −24,181−5.0% | Reduced |
| Two Sigma Advisers, LP | 443,400 | $34.5M | 0.07% | +297,200+203.3% | Added |
| Quantinno Capital Management LP | 443,088 | $34.5M | 0.09% | +117,186+36.0% | Added |
| ProShare Advisors LLC | 439,474 | $34.2M | 0.07% | +16,849+4.0% | Added |
| Bridgewater Associates, LP | 436,084 | $33.9M | 0.13% | −125,800−22.4% | Reduced |
| Ameriprise Financial Inc | 435,678 | $33.9M | 0.01% | +18,094+4.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 421,041 | $32.7M | 0.08% | −249,608−37.2% | Reduced |
| Retirement Systems of Alabama | 414,445 | $32.2M | 0.11% | −6,617−1.6% | Reduced |
| Algebris (UK) Ltd | 389,463 | $30.3M | 3.43% | +190,454+95.7% | Added |
| Legal & General Group Plc | 384,958 | $29.9M | 0.01% | −22,226−5.5% | Reduced |
| Franklin Resources Inc | 372,414 | $29.0M | 0.01% | −357,221−49.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 357,860 | $27.8M | 0.11% | −180,355−33.5% | Reduced |
| Principal Financial Group Inc | 348,517 | $27.1M | 0.01% | −15,735−4.3% | Reduced |
| Squarepoint Ops LLC | 339,407 | $26.4M | 0.06% | +339,407 | New |
| Canada Pension Plan Investment Board | 337,076 | $26.2M | 0.02% | +335,376+19,728.0% | Added |
| Barclays PLC | 336,630 | $26.2M | 0.01% | +160,059+90.6% | Added |
| Virginia Retirement Systems Et Al | 327,670 | $25.5M | 0.17% | −14,100−4.1% | Reduced |
| Truist Financial Corp | 325,953 | $25.4M | 0.03% | −2,769−0.8% | Reduced |
| Swiss National Bank | 321,100 | $25.0M | 0.01% | +1,200+0.4% | Added |
| HRT Financial LP | 295,552 | $23.0M | 0.08% | +140,259+90.3% | Added |
| LPL Financial LLC | 292,601 | $22.8M | 0.01% | −54,816−15.8% | Reduced |
| Mercer Global Advisors Inc | 287,274 | $22.3M | 0.04% | +265,251+1,204.4% | Added |
| Storebrand Asset Management AS | 276,562 | $21.5M | 0.06% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 275,851 | $21.5M | 0.16% | −315,774−53.4% | Reduced |
| Raymond James Financial Inc | 266,191 | $20.7M | 0.01% | −105,833−28.4% | Reduced |
| Manufacturers Life Insurance Company, The | 258,278 | $20.1M | 0.02% | −2,816−1.1% | Reduced |
| D. Scott Neal, Inc. | 257,423 | $20.0M | 9.26% | −7,166−2.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 256,807 | $20.0M | 0.01% | −68,376−21.0% | Reduced |
| Captrust Financial Advisors | 253,072 | $19.7M | 0.04% | +8,397+3.4% | Added |
| Prudential Financial Inc | 246,753 | $19.2M | 0.02% | +42,095+20.6% | Added |
| DekaBank Deutsche Girozentrale | 250,712 | $19.2M | 0.03% | 00.0% | Unchanged |
| Gillson Capital LP | 246,000 | $19.1M | 1.66% | +218,970+810.1% | Added |
| Man Group plc | 243,678 | $19.0M | 0.04% | +108,362+80.1% | Added |
| Voya Investment Management LLC | 230,931 | $18.0M | 0.02% | −51,749−18.3% | Reduced |
| Alliancebernstein L.P. | 229,762 | $17.9M | 0.01% | −8,570−3.6% | Reduced |
| Gateway Investment Advisers LLC | 224,344 | $17.4M | 0.17% | +204+0.1% | Added |
| Robeco Institutional Asset Management B.V. | 214,464 | $16.7M | 0.02% | −114,646−34.8% | Reduced |
| Alyeska Investment Group, L.P. | 200,000 | $15.6M | 0.05% | −408,304−67.1% | Reduced |
| New York State Teachers Retirement System | 193,983 | $15.1M | 0.03% | −5,825−2.9% | Reduced |
| Price T Rowe Associates Inc | 193,218 | $15.0M | 0.00% | +36,638+23.4% | Added |
| Stifel Financial Corp | 191,799 | $14.9M | 0.01% | −59,929−23.8% | Reduced |
| McGowan Group Asset Management, Inc. | 189,725 | $14.8M | 1.83% | −1,364−0.7% | Reduced |
| Swedbank AB | 188,272 | $14.6M | 0.01% | +188,272 | New |
| O'Shaughnessy Asset Management, LLC | 187,984 | $14.6M | 0.09% | +42,147+28.9% | Added |
| Brandywine Global Investment Management, LLC | 175,999 | $13.7M | 0.09% | +79,117+81.7% | Added |
| Prospector Partners LLC | 171,290 | $13.3M | 1.60% | +52,606+44.3% | Added |
| Amundi | 167,972 | $13.2M | 0.00% | +84,697+101.7% | Added |
| South Dakota Investment Council | 169,557 | $13.2M | 0.26% | −45,710−21.2% | Reduced |
| Capitolis Liquid Global Markets LLC | 164,200 | $12.8M | 0.10% | +164,200 | New |
| California State Teachers Retirement System | 163,020 | $12.7M | 0.01% | −270.0% | Reduced |
| Citadel Advisors LLC | 160,530 | $12.5M | 0.01% | +160,530 | New |
| Panagora Asset Management Inc | 158,764 | $12.3M | 0.05% | +23,233+17.1% | Added |
| Paradiem, LLC | 156,735 | $12.2M | 2.84% | +13,165+9.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 150,491 | $11.7M | 0.04% | +240+0.2% | Added |
| Vestcor Inc | 150,129 | $11.7M | 0.35% | −35,578−19.2% | Reduced |
| Tudor Investment Corp Et Al | 146,465 | $11.4M | 0.07% | +73,799+101.6% | Added |
| State Board of Administration of Florida Retirement System | 146,280 | $11.4M | 0.02% | −9,291−6.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 145,217 | $11.3M | 0.08% | +123,343+563.9% | Added |
| Russell Investments Group, Ltd. | 137,289 | $10.7M | 0.01% | +5,648+4.3% | Added |