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 |
|---|---|---|---|---|---|
| Man Group plc | 243,678 | $19.0M | 0.04% | +108,362+80.1% | Added |
| Gillson Capital LP | 246,000 | $19.1M | 1.66% | +218,970+810.1% | Added |
| DekaBank Deutsche Girozentrale | 250,712 | $19.2M | 0.03% | 00.0% | Unchanged |
| Prudential Financial Inc | 246,753 | $19.2M | 0.02% | +42,095+20.6% | Added |
| Captrust Financial Advisors | 253,072 | $19.7M | 0.04% | +8,397+3.4% | Added |
| Arrowstreet Capital, Limited Partnership | 256,807 | $20.0M | 0.01% | −68,376−21.0% | Reduced |
| D. Scott Neal, Inc. | 257,423 | $20.0M | 9.26% | −7,166−2.7% | Reduced |
| Manufacturers Life Insurance Company, The | 258,278 | $20.1M | 0.02% | −2,816−1.1% | Reduced |
| Raymond James Financial Inc | 266,191 | $20.7M | 0.01% | −105,833−28.4% | Reduced |
| Freestone Grove Partners LP | 275,851 | $21.5M | 0.16% | −315,774−53.4% | Reduced |
| Storebrand Asset Management AS | 276,562 | $21.5M | 0.06% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 287,274 | $22.3M | 0.04% | +265,251+1,204.4% | Added |
| LPL Financial LLC | 292,601 | $22.8M | 0.01% | −54,816−15.8% | Reduced |
| HRT Financial LP | 295,552 | $23.0M | 0.08% | +140,259+90.3% | Added |
| Swiss National Bank | 321,100 | $25.0M | 0.01% | +1,200+0.4% | Added |
| Truist Financial Corp | 325,953 | $25.4M | 0.03% | −2,769−0.8% | Reduced |
| Virginia Retirement Systems Et Al | 327,670 | $25.5M | 0.17% | −14,100−4.1% | Reduced |
| Barclays PLC | 336,630 | $26.2M | 0.01% | +160,059+90.6% | Added |
| Canada Pension Plan Investment Board | 337,076 | $26.2M | 0.02% | +335,376+19,728.0% | Added |
| Squarepoint Ops LLC | 339,407 | $26.4M | 0.06% | +339,407 | New |
| Principal Financial Group Inc | 348,517 | $27.1M | 0.01% | −15,735−4.3% | Reduced |
| Jacobs Levy Equity Management, Inc | 357,860 | $27.8M | 0.11% | −180,355−33.5% | Reduced |
| Franklin Resources Inc | 372,414 | $29.0M | 0.01% | −357,221−49.0% | Reduced |
| Legal & General Group Plc | 384,958 | $29.9M | 0.01% | −22,226−5.5% | Reduced |
| Algebris (UK) Ltd | 389,463 | $30.3M | 3.43% | +190,454+95.7% | Added |
| Retirement Systems of Alabama | 414,445 | $32.2M | 0.11% | −6,617−1.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 421,041 | $32.7M | 0.08% | −249,608−37.2% | Reduced |
| Ameriprise Financial Inc | 435,678 | $33.9M | 0.01% | +18,094+4.3% | Added |
| Bridgewater Associates, LP | 436,084 | $33.9M | 0.13% | −125,800−22.4% | Reduced |
| ProShare Advisors LLC | 439,474 | $34.2M | 0.07% | +16,849+4.0% | Added |
| Quantinno Capital Management LP | 443,088 | $34.5M | 0.09% | +117,186+36.0% | Added |
| Two Sigma Advisers, LP | 443,400 | $34.5M | 0.07% | +297,200+203.3% | Added |
| Rhumbline Advisers | 459,898 | $35.8M | 0.03% | −24,181−5.0% | Reduced |
| Neuberger Berman Group LLC | 484,638 | $37.7M | 0.03% | −276,127−36.3% | Reduced |
| Grace & White Inc | 493,731 | $38.4M | 6.78% | −4,525−0.9% | Reduced |
| SEI Investments Co | 497,931 | $38.7M | 0.04% | +67,129+15.6% | Added |
| Wedge Capital Management L L P | 502,222 | $39.1M | 0.66% | +84,938+20.4% | Added |
| Bank of America Corp | 507,969 | $39.5M | 0.00% | −17,254−3.3% | Reduced |
| Caisse de Depot Et Placement du Quebec | 517,513 | $40.3M | 0.07% | −120,758−18.9% | Reduced |
| American Century Companies Inc | 523,866 | $40.7M | 0.02% | +26,864+5.4% | Added |
| California Public Employees Retirement System | 564,476 | $43.9M | 0.03% | −163,547−22.5% | Reduced |
| Balyasny Asset Management LLC | 583,283 | $45.4M | 0.09% | −432,638−42.6% | Reduced |
| UBS Asset Management Americas Inc | 613,691 | $47.7M | 0.01% | −325,478−34.7% | Reduced |
| CBOE Vest Financial, LLC | 653,527 | $50.8M | 0.66% | +33,807+5.5% | Added |
| Moore Capital Management, LP | 658,912 | $51.3M | 1.02% | +435,552+195.0% | Added |
| Allspring Global Investments Holdings, LLC | 655,566 | $51.3M | 0.08% | −62,624−8.7% | Reduced |
| Woodline Partners LP | 665,165 | $51.7M | 0.24% | −461,598−41.0% | Reduced |
| JPMorgan Chase & Co | 667,619 | $51.9M | 0.00% | −29,394−4.2% | Reduced |
| Ensign Peak Advisors, Inc | 690,852 | $53.7M | 0.09% | −21,354−3.0% | Reduced |
| Two Sigma Investments, LP | 864,485 | $67.2M | 0.10% | +484,107+127.3% | Added |
| Millennium Management LLC | 1,065,171 | $82.8M | 0.07% | +9,608+0.9% | Added |
| Royal Bank of Canada | 1,074,137 | $83.5M | 0.01% | −431,761−28.7% | Reduced |
| Nuveen, LLC | 1,167,852 | $90.8M | 0.02% | +41,702+3.7% | Added |
| Adage Capital Partners GP, L.L.C. | 1,200,000 | $93.3M | 0.15% | +75,000+6.7% | Added |
| UBS Group AG | 1,287,959 | $100.2M | 0.02% | +64,681+5.3% | Added |
| Nordea Investment Management AB | 1,420,929 | $109.9M | 0.10% | −61,167−4.1% | Reduced |
| Goldman Sachs Group Inc | 1,509,457 | $117.4M | 0.02% | −14,844−1.0% | Reduced |
| Invesco Ltd. | 1,669,228 | $129.8M | 0.02% | −499,103−23.0% | Reduced |
| Northern Trust Corp | 1,755,198 | $136.5M | 0.02% | −62,690−3.4% | Reduced |
| Donald Smith & Co., Inc. | 1,779,969 | $138.4M | 2.76% | −25,997−1.4% | Reduced |
| Bank of New York Mellon Corp | 1,789,597 | $139.2M | 0.02% | −54,198−2.9% | Reduced |
| Victory Capital Management Inc | 2,176,450 | $169.3M | 0.11% | −24,810−1.1% | Reduced |
| AQR Capital Management LLC | 2,339,289 | $181.6M | 0.12% | +607,684+35.1% | Added |
| Allianz Asset Management GmbH | 2,516,126 | $195.7M | 0.24% | +978,937+63.7% | Added |
| LSV Asset Management | 2,732,940 | $212.6M | 0.47% | −8,394−0.3% | Reduced |
| Morgan Stanley | 3,389,247 | $263.6M | 0.02% | −483,372−12.5% | Reduced |
| Geode Capital Management, LLC | 3,387,050 | $267.0M | 0.02% | +45,461+1.4% | Added |
| Dimensional Fund Advisors LP | 3,777,880 | $293.8M | 0.06% | +179,401+5.0% | Added |
| State Street Corp | 5,506,071 | $428.3M | 0.01% | −182,137−3.2% | Reduced |
| Charles Schwab Investment Management Inc | 5,626,493 | $437.6M | 0.07% | −66,977−1.2% | Reduced |
| First Trust Advisors LP | 5,734,937 | $446.1M | 0.33% | +223,095+4.0% | Added |
| FMR LLC | 7,172,507 | $557.9M | 0.03% | +468,456+7.0% | Added |
| BlackRock, Inc. | 17,406,807 | $1.35B | 0.02% | −878,074−4.8% | Reduced |
| Vanguard Group Inc | 18,660,134 | $1.45B | 0.02% | −481,251−2.5% | Reduced |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −673,801−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −471,589−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −294,088−100.0% | Sold out |
| Boone Capital Management LLC | 0 | $0 | 0.00% | −281,790−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −258,400−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −249,885−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −226,493−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −205,889−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −201,228−100.0% | Sold out |
| Brant Point Investment Management LLC | 0 | $0 | 0.00% | −89,453−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −86,665−100.0% | Sold out |
| Boston Common Asset Management, LLC | 0 | $0 | 0.00% | −81,459−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −69,588−100.0% | Sold out |
| TrueMark Investments, LLC | 0 | $0 | 0.00% | −62,694−100.0% | Sold out |
| Triasima Portfolio Management inc. | 0 | $0 | 0.00% | −55,290−100.0% | Sold out |
| Abn Amro Investment Solutions | 0 | $0 | 0.00% | −46,690−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −43,068−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −37,967−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −35,330−100.0% | Sold out |
| Strategic Global Advisors, LLC | 0 | $0 | 0.00% | −30,414−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −29,144−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −28,786−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −24,729−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −22,385−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −18,537−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −18,510−100.0% | Sold out |