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, Q4 2025
Institutional positions in Unum Group as of Dec 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
- 699
- +39 vs. Q3 2025
- Shares held
- 145.7M
- +13.2M (+9.9%) vs. Q3 2025
- Total value
- $11.3B
- +$975.5M (+9.5%) vs. Q3 2025
- New holders
- 108
- 202 more added
- Sold out
- 69
- 266 more reduced
14 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Unum Group; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 18,174,771 | $1.41B | 0.02% | −485,363−2.6% | Reduced |
| BlackRock, Inc. | 17,047,275 | $1.32B | 0.02% | −359,532−2.1% | Reduced |
| Norges Bank | 14,308,628 | $1.11B | 0.12% | +14,308,628 | New |
| FMR LLC | 7,431,736 | $576.0M | 0.03% | +259,229+3.6% | Added |
| Charles Schwab Investment Management Inc | 5,653,246 | $438.1M | 0.07% | +26,753+0.5% | Added |
| State Street Corp | 5,330,104 | $413.1M | 0.01% | −175,967−3.2% | Reduced |
| First Trust Advisors LP | 4,681,079 | $362.8M | 0.26% | −1,053,858−18.4% | Reduced |
| Dimensional Fund Advisors LP | 3,791,712 | $293.9M | 0.06% | +13,832+0.4% | Added |
| Geode Capital Management, LLC | 3,272,028 | $253.6M | 0.02% | −115,022−3.4% | Reduced |
| Morgan Stanley | 3,259,970 | $252.6M | 0.02% | −129,277−3.8% | Reduced |
| LSV Asset Management | 2,665,606 | $206.6M | 0.45% | −67,334−2.5% | Reduced |
| AQR Capital Management LLC | 2,153,499 | $166.9M | 0.09% | −185,790−7.9% | Reduced |
| Victory Capital Management Inc | 1,797,305 | $139.3M | 0.08% | −379,145−17.4% | Reduced |
| Northern Trust Corp | 1,705,116 | $132.1M | 0.02% | −50,082−2.9% | Reduced |
| Bank of New York Mellon Corp | 1,669,079 | $129.4M | 0.02% | −120,518−6.7% | Reduced |
| Invesco Ltd. | 1,647,035 | $127.6M | 0.01% | −22,193−1.3% | Reduced |
| Woodline Partners LP | 1,412,830 | $109.5M | 0.42% | +747,665+112.4% | Added |
| UBS Group AG | 1,356,916 | $105.2M | 0.02% | +68,957+5.4% | Added |
| Donald Smith & Co., Inc. | 1,315,212 | $101.9M | 1.91% | −464,757−26.1% | Reduced |
| Adage Capital Partners GP, L.L.C. | 1,250,000 | $96.9M | 0.15% | +50,000+4.2% | Added |
| Goldman Sachs Group Inc | 1,247,189 | $96.7M | 0.01% | −262,268−17.4% | Reduced |
| Allianz Asset Management GmbH | 1,154,762 | $89.5M | 0.10% | −1,361,364−54.1% | Reduced |
| Royal Bank of Canada | 1,129,842 | $87.6M | 0.02% | +55,705+5.2% | Added |
| Nuveen, LLC | 1,116,877 | $86.6M | 0.02% | −50,975−4.4% | Reduced |
| Nordea Investment Management AB | 1,078,811 | $83.9M | 0.07% | −342,118−24.1% | Reduced |
| Millennium Management LLC | 984,384 | $76.3M | 0.05% | −80,787−7.6% | Reduced |
| Alyeska Investment Group, L.P. | 930,534 | $72.1M | 0.20% | +730,534+365.3% | Added |
| Qube Research & Technologies Ltd | 800,762 | $62.1M | 0.09% | +800,762 | New |
| Point72 Asset Management, L.P. | 767,720 | $59.5M | 0.09% | +735,692+2,297.0% | Added |
| Zurich Insurance Group Ltd | 759,490 | $58.9M | 0.41% | +759,490 | New |
| Balyasny Asset Management LLC | 700,748 | $54.3M | 0.10% | +117,465+20.1% | Added |
| Algebris (UK) Ltd | 699,806 | $54.3M | 4.31% | +310,343+79.7% | Added |
| Quantinno Capital Management LP | 658,212 | $51.0M | 0.10% | +215,124+48.6% | Added |
| Squarepoint Ops LLC | 642,331 | $49.8M | 0.10% | +302,924+89.3% | Added |
| Caisse de Depot Et Placement du Quebec | 621,059 | $48.1M | 0.08% | +103,546+20.0% | Added |
| Ensign Peak Advisors, Inc | 600,257 | $46.5M | 0.08% | −90,595−13.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 575,063 | $44.4M | 0.07% | −80,503−12.3% | Reduced |
| Marshall Wace, LLP | 561,154 | $43.5M | 0.04% | +468,771+507.4% | Added |
| Neuberger Berman Group LLC | 559,657 | $43.4M | 0.03% | +75,019+15.5% | Added |
| SEI Investments Co | 554,012 | $42.9M | 0.04% | +56,081+11.3% | Added |
| UBS Asset Management Americas Inc | 548,703 | $42.5M | 0.01% | −64,988−10.6% | Reduced |
| D. E. Shaw & Co., Inc. | 542,982 | $42.1M | 0.03% | +469,123+635.2% | Added |
| Mercer Global Advisors Inc | 540,144 | $42.1M | 0.06% | +252,870+88.0% | Added |
| JPMorgan Chase & Co | 540,839 | $41.9M | 0.00% | −126,780−19.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 521,352 | $40.4M | 0.02% | +264,545+103.0% | Added |
| CBOE Vest Financial, LLC | 519,374 | $40.3M | 0.51% | −134,153−20.5% | Reduced |
| Two Sigma Investments, LP | 509,814 | $39.5M | 0.06% | −354,671−41.0% | Reduced |
| Jane Street Group, LLC | 502,756 | $39.0M | 0.05% | +392,898+357.6% | Added |
| Bank of America Corp | 489,580 | $37.9M | 0.00% | −18,389−3.6% | Reduced |
| Grace & White Inc | 488,230 | $37.8M | 6.75% | −5,501−1.1% | Reduced |
| Swedbank AB | 467,505 | $36.2M | 0.04% | +279,233+148.3% | Added |
| California Public Employees Retirement System | 461,161 | $35.7M | 0.02% | −103,315−18.3% | Reduced |
| Rhumbline Advisers | 440,236 | $34.1M | 0.03% | −19,662−4.3% | Reduced |
| ProShare Advisors LLC | 435,201 | $33.7M | 0.06% | −4,273−1.0% | Reduced |
| Wedge Capital Management L L P | 429,129 | $33.3M | 0.60% | −73,093−14.6% | Reduced |
| Retirement Systems of Alabama | 409,759 | $31.8M | 0.10% | −4,686−1.1% | Reduced |
| Gillson Capital LP | 362,600 | $28.1M | 1.84% | +116,600+47.4% | Added |
| Jacobs Levy Equity Management, Inc | 358,829 | $27.8M | 0.11% | +969+0.3% | Added |
| Franklin Resources Inc | 346,790 | $26.9M | 0.01% | −25,624−6.9% | Reduced |
| Canada Pension Plan Investment Board | 335,376 | $26.0M | 0.02% | −1,700−0.5% | Reduced |
| Principal Financial Group Inc | 331,449 | $25.7M | 0.01% | −17,068−4.9% | Reduced |
| Truist Financial Corp | 326,069 | $25.3M | 0.03% | +1160.0% | Added |
| Ameriprise Financial Inc | 324,856 | $25.2M | 0.01% | −110,822−25.4% | Reduced |
| Swiss National Bank | 319,000 | $24.7M | 0.01% | −2,100−0.7% | Reduced |
| American Century Companies Inc | 308,753 | $23.9M | 0.01% | −215,113−41.1% | Reduced |
| Virginia Retirement Systems Et Al | 308,620 | $23.9M | 0.14% | −19,050−5.8% | Reduced |
| Engineers Gate Manager LP | 292,815 | $22.7M | 0.27% | +290,043+10,463.3% | Added |
| LPL Financial LLC | 291,867 | $22.6M | 0.01% | −734−0.3% | Reduced |
| Legal & General Group Plc | 286,492 | $22.2M | 0.00% | −98,466−25.6% | Reduced |
| Freestone Grove Partners LP | 281,531 | $21.8M | 0.16% | +5,680+2.1% | Added |
| Storebrand Asset Management AS | 276,562 | $21.4M | 0.06% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 272,333 | $21.1M | 0.01% | +42,571+18.5% | Added |
| HRT Financial LP | 265,416 | $20.6M | 0.06% | −30,136−10.2% | Reduced |
| Amundi | 254,688 | $19.7M | 0.01% | +86,716+51.6% | Added |
| Captrust Financial Advisors | 254,579 | $19.7M | 0.04% | +1,507+0.6% | Added |
| Schonfeld Strategic Advisors LLC | 246,048 | $19.1M | 0.10% | +100,831+69.4% | Added |
| Wellington Management Group LLP | 245,994 | $19.1M | 0.00% | +245,994 | New |
| Raymond James Financial Inc | 245,930 | $19.1M | 0.01% | −20,261−7.6% | Reduced |
| Bridgewater Associates, LP | 241,414 | $18.7M | 0.07% | −194,670−44.6% | Reduced |
| Citadel Advisors LLC | 239,127 | $18.5M | 0.01% | +78,597+49.0% | Added |
| Manufacturers Life Insurance Company, The | 234,534 | $18.2M | 0.01% | −23,744−9.2% | Reduced |
| Gateway Investment Advisers LLC | 226,093 | $17.5M | 0.16% | +1,749+0.8% | Added |
| Man Group plc | 224,791 | $17.4M | 0.03% | −18,887−7.8% | Reduced |
| Voya Investment Management LLC | 221,527 | $17.2M | 0.02% | −9,404−4.1% | Reduced |
| Deutsche Bank AG | 220,547 | $17.1M | 0.01% | +169,376+331.0% | Added |
| Brandywine Global Investment Management, LLC | 211,266 | $16.4M | 0.11% | +35,267+20.0% | Added |
| Tudor Investment Corp Et Al | 203,088 | $15.7M | 0.09% | +56,623+38.7% | Added |
| Hudson Bay Capital Management LP | 202,991 | $15.7M | 0.09% | +75,010+58.6% | Added |
| Price T Rowe Associates Inc | 201,986 | $15.7M | 0.00% | +8,768+4.5% | Added |
| McGowan Group Asset Management, Inc. | 189,347 | $14.7M | 1.82% | −378−0.2% | Reduced |
| Stifel Financial Corp | 183,679 | $14.2M | 0.01% | −8,120−4.2% | Reduced |
| DekaBank Deutsche Girozentrale | 250,712 | $14.0M | 0.03% | 00.0% | Unchanged |
| Barclays PLC | 180,122 | $14.0M | 0.01% | −156,508−46.5% | Reduced |
| New York State Teachers Retirement System | 174,638 | $13.5M | 0.03% | −19,345−10.0% | Reduced |
| South Dakota Investment Council | 173,957 | $13.5M | 0.26% | +4,400+2.6% | Added |
| SG Americas Securities, LLC | 153,696 | $11.9M | 0.02% | +141,572+1,167.7% | Added |
| California State Teachers Retirement System | 153,587 | $11.9M | 0.01% | −9,433−5.8% | Reduced |
| Interval Partners, LP | 153,056 | $11.9M | 0.28% | +81,482+113.8% | Added |
| State Board of Administration of Florida Retirement System | 146,280 | $11.3M | 0.02% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 140,209 | $10.9M | 0.01% | +9,252+7.1% | Added |