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 |
|---|---|---|---|---|---|
| State Board of Administration of Florida Retirement System | 146,280 | $11.3M | 0.02% | 00.0% | Unchanged |
| Interval Partners, LP | 153,056 | $11.9M | 0.28% | +81,482+113.8% | Added |
| California State Teachers Retirement System | 153,587 | $11.9M | 0.01% | −9,433−5.8% | Reduced |
| SG Americas Securities, LLC | 153,696 | $11.9M | 0.02% | +141,572+1,167.7% | Added |
| South Dakota Investment Council | 173,957 | $13.5M | 0.26% | +4,400+2.6% | Added |
| New York State Teachers Retirement System | 174,638 | $13.5M | 0.03% | −19,345−10.0% | Reduced |
| Barclays PLC | 180,122 | $14.0M | 0.01% | −156,508−46.5% | Reduced |
| DekaBank Deutsche Girozentrale | 250,712 | $14.0M | 0.03% | 00.0% | Unchanged |
| Stifel Financial Corp | 183,679 | $14.2M | 0.01% | −8,120−4.2% | Reduced |
| McGowan Group Asset Management, Inc. | 189,347 | $14.7M | 1.82% | −378−0.2% | Reduced |
| Price T Rowe Associates Inc | 201,986 | $15.7M | 0.00% | +8,768+4.5% | Added |
| Hudson Bay Capital Management LP | 202,991 | $15.7M | 0.09% | +75,010+58.6% | Added |
| Tudor Investment Corp Et Al | 203,088 | $15.7M | 0.09% | +56,623+38.7% | Added |
| Brandywine Global Investment Management, LLC | 211,266 | $16.4M | 0.11% | +35,267+20.0% | Added |
| Deutsche Bank AG | 220,547 | $17.1M | 0.01% | +169,376+331.0% | Added |
| Voya Investment Management LLC | 221,527 | $17.2M | 0.02% | −9,404−4.1% | Reduced |
| Man Group plc | 224,791 | $17.4M | 0.03% | −18,887−7.8% | Reduced |
| Gateway Investment Advisers LLC | 226,093 | $17.5M | 0.16% | +1,749+0.8% | Added |
| Manufacturers Life Insurance Company, The | 234,534 | $18.2M | 0.01% | −23,744−9.2% | Reduced |
| Citadel Advisors LLC | 239,127 | $18.5M | 0.01% | +78,597+49.0% | Added |
| Bridgewater Associates, LP | 241,414 | $18.7M | 0.07% | −194,670−44.6% | Reduced |
| Raymond James Financial Inc | 245,930 | $19.1M | 0.01% | −20,261−7.6% | Reduced |
| Wellington Management Group LLP | 245,994 | $19.1M | 0.00% | +245,994 | New |
| Schonfeld Strategic Advisors LLC | 246,048 | $19.1M | 0.10% | +100,831+69.4% | Added |
| Captrust Financial Advisors | 254,579 | $19.7M | 0.04% | +1,507+0.6% | Added |
| Amundi | 254,688 | $19.7M | 0.01% | +86,716+51.6% | Added |
| HRT Financial LP | 265,416 | $20.6M | 0.06% | −30,136−10.2% | Reduced |
| Alliancebernstein L.P. | 272,333 | $21.1M | 0.01% | +42,571+18.5% | Added |
| Storebrand Asset Management AS | 276,562 | $21.4M | 0.06% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 281,531 | $21.8M | 0.16% | +5,680+2.1% | Added |
| Legal & General Group Plc | 286,492 | $22.2M | 0.00% | −98,466−25.6% | Reduced |
| LPL Financial LLC | 291,867 | $22.6M | 0.01% | −734−0.3% | Reduced |
| Engineers Gate Manager LP | 292,815 | $22.7M | 0.27% | +290,043+10,463.3% | Added |
| Virginia Retirement Systems Et Al | 308,620 | $23.9M | 0.14% | −19,050−5.8% | Reduced |
| American Century Companies Inc | 308,753 | $23.9M | 0.01% | −215,113−41.1% | Reduced |
| Swiss National Bank | 319,000 | $24.7M | 0.01% | −2,100−0.7% | Reduced |
| Ameriprise Financial Inc | 324,856 | $25.2M | 0.01% | −110,822−25.4% | Reduced |
| Truist Financial Corp | 326,069 | $25.3M | 0.03% | +1160.0% | Added |
| Principal Financial Group Inc | 331,449 | $25.7M | 0.01% | −17,068−4.9% | Reduced |
| Canada Pension Plan Investment Board | 335,376 | $26.0M | 0.02% | −1,700−0.5% | Reduced |
| Franklin Resources Inc | 346,790 | $26.9M | 0.01% | −25,624−6.9% | Reduced |
| Jacobs Levy Equity Management, Inc | 358,829 | $27.8M | 0.11% | +969+0.3% | Added |
| Gillson Capital LP | 362,600 | $28.1M | 1.84% | +116,600+47.4% | Added |
| Retirement Systems of Alabama | 409,759 | $31.8M | 0.10% | −4,686−1.1% | Reduced |
| Wedge Capital Management L L P | 429,129 | $33.3M | 0.60% | −73,093−14.6% | Reduced |
| ProShare Advisors LLC | 435,201 | $33.7M | 0.06% | −4,273−1.0% | Reduced |
| Rhumbline Advisers | 440,236 | $34.1M | 0.03% | −19,662−4.3% | Reduced |
| California Public Employees Retirement System | 461,161 | $35.7M | 0.02% | −103,315−18.3% | Reduced |
| Swedbank AB | 467,505 | $36.2M | 0.04% | +279,233+148.3% | Added |
| Grace & White Inc | 488,230 | $37.8M | 6.75% | −5,501−1.1% | Reduced |
| Bank of America Corp | 489,580 | $37.9M | 0.00% | −18,389−3.6% | Reduced |
| Jane Street Group, LLC | 502,756 | $39.0M | 0.05% | +392,898+357.6% | Added |
| Two Sigma Investments, LP | 509,814 | $39.5M | 0.06% | −354,671−41.0% | Reduced |
| CBOE Vest Financial, LLC | 519,374 | $40.3M | 0.51% | −134,153−20.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 521,352 | $40.4M | 0.02% | +264,545+103.0% | Added |
| JPMorgan Chase & Co | 540,839 | $41.9M | 0.00% | −126,780−19.0% | Reduced |
| Mercer Global Advisors Inc | 540,144 | $42.1M | 0.06% | +252,870+88.0% | Added |
| D. E. Shaw & Co., Inc. | 542,982 | $42.1M | 0.03% | +469,123+635.2% | Added |
| UBS Asset Management Americas Inc | 548,703 | $42.5M | 0.01% | −64,988−10.6% | Reduced |
| SEI Investments Co | 554,012 | $42.9M | 0.04% | +56,081+11.3% | Added |
| Neuberger Berman Group LLC | 559,657 | $43.4M | 0.03% | +75,019+15.5% | Added |
| Marshall Wace, LLP | 561,154 | $43.5M | 0.04% | +468,771+507.4% | Added |
| Allspring Global Investments Holdings, LLC | 575,063 | $44.4M | 0.07% | −80,503−12.3% | Reduced |
| Ensign Peak Advisors, Inc | 600,257 | $46.5M | 0.08% | −90,595−13.1% | Reduced |
| Caisse de Depot Et Placement du Quebec | 621,059 | $48.1M | 0.08% | +103,546+20.0% | Added |
| Squarepoint Ops LLC | 642,331 | $49.8M | 0.10% | +302,924+89.3% | Added |
| Quantinno Capital Management LP | 658,212 | $51.0M | 0.10% | +215,124+48.6% | Added |
| Algebris (UK) Ltd | 699,806 | $54.3M | 4.31% | +310,343+79.7% | Added |
| Balyasny Asset Management LLC | 700,748 | $54.3M | 0.10% | +117,465+20.1% | Added |
| Zurich Insurance Group Ltd | 759,490 | $58.9M | 0.41% | +759,490 | New |
| Point72 Asset Management, L.P. | 767,720 | $59.5M | 0.09% | +735,692+2,297.0% | Added |
| Qube Research & Technologies Ltd | 800,762 | $62.1M | 0.09% | +800,762 | New |
| Alyeska Investment Group, L.P. | 930,534 | $72.1M | 0.20% | +730,534+365.3% | Added |
| Millennium Management LLC | 984,384 | $76.3M | 0.05% | −80,787−7.6% | Reduced |
| Nordea Investment Management AB | 1,078,811 | $83.9M | 0.07% | −342,118−24.1% | Reduced |
| Nuveen, LLC | 1,116,877 | $86.6M | 0.02% | −50,975−4.4% | Reduced |
| Royal Bank of Canada | 1,129,842 | $87.6M | 0.02% | +55,705+5.2% | Added |
| Allianz Asset Management GmbH | 1,154,762 | $89.5M | 0.10% | −1,361,364−54.1% | Reduced |
| Goldman Sachs Group Inc | 1,247,189 | $96.7M | 0.01% | −262,268−17.4% | Reduced |
| Adage Capital Partners GP, L.L.C. | 1,250,000 | $96.9M | 0.15% | +50,000+4.2% | Added |
| Donald Smith & Co., Inc. | 1,315,212 | $101.9M | 1.91% | −464,757−26.1% | Reduced |
| UBS Group AG | 1,356,916 | $105.2M | 0.02% | +68,957+5.4% | Added |
| Woodline Partners LP | 1,412,830 | $109.5M | 0.42% | +747,665+112.4% | Added |
| Invesco Ltd. | 1,647,035 | $127.6M | 0.01% | −22,193−1.3% | Reduced |
| Bank of New York Mellon Corp | 1,669,079 | $129.4M | 0.02% | −120,518−6.7% | Reduced |
| Northern Trust Corp | 1,705,116 | $132.1M | 0.02% | −50,082−2.9% | Reduced |
| Victory Capital Management Inc | 1,797,305 | $139.3M | 0.08% | −379,145−17.4% | Reduced |
| AQR Capital Management LLC | 2,153,499 | $166.9M | 0.09% | −185,790−7.9% | Reduced |
| LSV Asset Management | 2,665,606 | $206.6M | 0.45% | −67,334−2.5% | Reduced |
| Morgan Stanley | 3,259,970 | $252.6M | 0.02% | −129,277−3.8% | Reduced |
| Geode Capital Management, LLC | 3,272,028 | $253.6M | 0.02% | −115,022−3.4% | Reduced |
| Dimensional Fund Advisors LP | 3,791,712 | $293.9M | 0.06% | +13,832+0.4% | Added |
| First Trust Advisors LP | 4,681,079 | $362.8M | 0.26% | −1,053,858−18.4% | Reduced |
| State Street Corp | 5,330,104 | $413.1M | 0.01% | −175,967−3.2% | Reduced |
| Charles Schwab Investment Management Inc | 5,653,246 | $438.1M | 0.07% | +26,753+0.5% | Added |
| FMR LLC | 7,431,736 | $576.0M | 0.03% | +259,229+3.6% | Added |
| Norges Bank | 14,308,628 | $1.11B | 0.12% | +14,308,628 | New |
| BlackRock, Inc. | 17,047,275 | $1.32B | 0.02% | −359,532−2.1% | Reduced |
| Vanguard Group Inc | 18,174,771 | $1.41B | 0.02% | −485,363−2.6% | Reduced |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −658,912−100.0% | Sold out |