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, Q1 2026
Institutional positions in Unum Group as of Mar 31, 2026. 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
- 702
- +15 vs. Q4 2025
- Shares held
- 126.6M
- +13.7M (+12.2%) vs. Q4 2025
- Total value
- $9.25B
- +$504.7M (+5.8%) vs. Q4 2025
- New holders
- 90
- 259 more added
- Sold out
- 75
- 250 more reduced
12 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Unum Group; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 18,232,504 | $1.33B | 0.02% | +1,185,229+7.0% | Added |
| Vanguard Portfolio Management LLC | 9,339,402 | $682.1M | 0.04% | +9,339,402 | New |
| FMR LLC | 7,209,241 | $526.5M | 0.03% | −222,495−3.0% | Reduced |
| Vanguard Capital Management LLC | 6,941,460 | $506.9M | 0.01% | +6,941,460 | New |
| State Street Corp | 5,147,425 | $375.9M | 0.01% | −182,679−3.4% | Reduced |
| Dimensional Fund Advisors LP | 4,084,382 | $298.3M | 0.06% | +292,670+7.7% | Added |
| Morgan Stanley | 3,334,475 | $243.5M | 0.01% | +74,505+2.3% | Added |
| Geode Capital Management, LLC | 3,323,897 | $242.8M | 0.02% | +51,869+1.6% | Added |
| First Trust Advisors LP | 3,247,940 | $237.2M | 0.17% | −1,433,139−30.6% | Reduced |
| LSV Asset Management | 2,583,072 | $188.6M | 0.41% | −82,534−3.1% | Reduced |
| Adage Capital Partners GP, L.L.C. | 2,000,000 | $146.1M | 0.23% | +750,000+60.0% | Added |
| AQR Capital Management LLC | 1,908,027 | $139.3M | 0.06% | −245,472−11.4% | Reduced |
| Woodline Partners LP | 1,831,943 | $133.8M | 0.51% | +419,113+29.7% | Added |
| Northern Trust Corp | 1,724,852 | $126.0M | 0.02% | +19,736+1.2% | Added |
| Millennium Management LLC | 1,678,632 | $122.6M | 0.09% | +694,248+70.5% | Added |
| Victory Capital Management Inc | 1,646,188 | $120.2M | 0.08% | −151,117−8.4% | Reduced |
| Goldman Sachs Group Inc | 1,581,728 | $115.5M | 0.02% | +334,539+26.8% | Added |
| Balyasny Asset Management LLC | 1,536,324 | $112.2M | 0.22% | +835,576+119.2% | Added |
| Two Sigma Investments, LP | 1,524,728 | $111.4M | 0.09% | +1,014,914+199.1% | Added |
| Donald Smith & Co., Inc. | 1,327,932 | $97.0M | 1.74% | +12,720+1.0% | Added |
| Bank of New York Mellon Corp | 1,302,397 | $95.1M | 0.02% | −366,682−22.0% | Reduced |
| Nuveen, LLC | 1,184,596 | $86.5M | 0.02% | +67,719+6.1% | Added |
| Point72 Asset Management, L.P. | 1,153,852 | $84.3M | 0.15% | +386,132+50.3% | Added |
| Charles Schwab Investment Management Inc | 1,148,583 | $83.9M | 0.01% | −4,504,663−79.7% | Reduced |
| Nordea Investment Management AB | 1,080,371 | $78.6M | 0.07% | +1,560+0.1% | Added |
| D. E. Shaw & Co., Inc. | 1,042,923 | $76.2M | 0.06% | +499,941+92.1% | Added |
| Royal Bank of Canada | 1,035,394 | $75.6M | 0.01% | −94,448−8.4% | Reduced |
| Vanguard Fiduciary Trust Co | 949,530 | $69.3M | 0.02% | +949,530 | New |
| Algebris (UK) Ltd | 944,320 | $68.8M | 4.98% | +244,514+34.9% | Added |
| Qube Research & Technologies Ltd | 862,667 | $63.0M | 0.09% | +61,905+7.7% | Added |
| Invesco Ltd. | 843,162 | $61.6M | 0.01% | −803,873−48.8% | Reduced |
| Canada Pension Plan Investment Board | 840,100 | $61.4M | 0.04% | +504,724+150.5% | Added |
| UBS Group AG | 811,472 | $59.3M | 0.01% | −545,444−40.2% | Reduced |
| Quantinno Capital Management LP | 754,335 | $55.1M | 0.09% | +96,123+14.6% | Added |
| Jane Street Group, LLC | 744,753 | $54.4M | 0.06% | +241,997+48.1% | Added |
| JPMorgan Chase & Co | 663,211 | $48.4M | 0.00% | +122,372+22.6% | Added |
| Arrowstreet Capital, Limited Partnership | 631,694 | $46.1M | 0.02% | +110,342+21.2% | Added |
| SEI Investments Co | 608,586 | $44.4M | 0.04% | +54,574+9.9% | Added |
| Jain Global LLC | 595,044 | $43.5M | 0.55% | +590,673+13,513.5% | Added |
| Ensign Peak Advisors, Inc | 584,235 | $42.7M | 0.08% | −16,022−2.7% | Reduced |
| Bank of America Corp | 580,230 | $42.4M | 0.00% | +90,650+18.5% | Added |
| Zurich Insurance Group Ltd | 565,595 | $41.3M | 0.32% | −193,895−25.5% | Reduced |
| UBS Asset Management Americas Inc | 544,497 | $39.8M | 0.01% | −4,206−0.8% | Reduced |
| HRT Financial LP | 540,010 | $39.4M | 0.10% | +274,594+103.5% | Added |
| Alyeska Investment Group, L.P. | 512,917 | $37.5M | 0.11% | −417,617−44.9% | Reduced |
| Squarepoint Ops LLC | 508,280 | $37.1M | 0.08% | −134,051−20.9% | Reduced |
| Swedbank AB | 496,077 | $36.2M | 0.04% | +28,572+6.1% | Added |
| Grace & White Inc | 488,230 | $35.7M | 6.30% | 00.0% | Unchanged |
| Franklin Resources Inc | 468,074 | $34.2M | 0.01% | +121,284+35.0% | Added |
| Allianz Asset Management GmbH | 460,469 | $33.6M | 0.04% | −694,293−60.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 446,650 | $33.0M | 0.06% | −128,413−22.3% | Reduced |
| Rhumbline Advisers | 427,395 | $31.2M | 0.03% | −12,841−2.9% | Reduced |
| Neuberger Berman Group LLC | 427,079 | $31.2M | 0.02% | −132,578−23.7% | Reduced |
| California Public Employees Retirement System | 420,646 | $30.7M | 0.02% | −40,515−8.8% | Reduced |
| Wedge Capital Management L L P | 418,832 | $30.6M | 0.56% | −10,297−2.4% | Reduced |
| CBOE Vest Financial, LLC | 393,710 | $28.8M | 0.35% | −125,664−24.2% | Reduced |
| Freestone Grove Partners LP | 377,061 | $27.5M | 0.20% | +95,530+33.9% | Added |
| Gillson Capital LP | 372,800 | $27.2M | 2.23% | +10,200+2.8% | Added |
| Wellington Management Group LLP | 364,253 | $26.6M | 0.00% | +118,259+48.1% | Added |
| Jacobs Levy Equity Management, Inc | 358,829 | $26.2M | 0.11% | 00.0% | Unchanged |
| Retirement Systems of Alabama | 344,289 | $25.1M | 0.08% | −65,470−16.0% | Reduced |
| Principal Financial Group Inc | 340,538 | $24.9M | 0.01% | +9,089+2.7% | Added |
| ProShare Advisors LLC | 338,904 | $24.8M | 0.04% | −96,297−22.1% | Reduced |
| Truist Financial Corp | 321,906 | $23.5M | 0.03% | −4,163−1.3% | Reduced |
| Ameriprise Financial Inc | 318,791 | $23.3M | 0.01% | −6,065−1.9% | Reduced |
| Swiss National Bank | 314,500 | $23.0M | 0.01% | −4,500−1.4% | Reduced |
| Interval Partners, LP | 310,600 | $22.7M | 0.78% | +157,544+102.9% | Added |
| LPL Financial LLC | 295,397 | $21.6M | 0.01% | +3,530+1.2% | Added |
| Alliancebernstein L.P. | 274,009 | $21.2M | 0.01% | +1,676+0.6% | Added |
| Storebrand Asset Management AS | 272,593 | $19.9M | 0.06% | −3,969−1.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 271,913 | $19.9M | 0.16% | +25,865+10.5% | Added |
| Engineers Gate Manager LP | 270,547 | $19.8M | 0.25% | −22,268−7.6% | Reduced |
| Captrust Financial Advisors | 255,634 | $18.7M | 0.03% | +1,055+0.4% | Added |
| DekaBank Deutsche Girozentrale | 250,712 | $18.6M | 0.03% | 00.0% | Unchanged |
| Citadel Advisors LLC | 252,591 | $18.4M | 0.01% | +13,464+5.6% | Added |
| Lazard Asset Management LLC | 251,221 | $18.3M | 0.03% | +194,965+346.6% | Added |
| Bridgewater Associates, LP | 247,227 | $18.1M | 0.08% | +5,813+2.4% | Added |
| Voloridge Investment Management, LLC | 245,290 | $17.9M | 0.07% | +166,600+211.7% | Added |
| Raymond James Financial Inc | 241,425 | $17.6M | 0.01% | −4,505−1.8% | Reduced |
| Legal & General Group Plc | 237,172 | $17.3M | 0.00% | −49,320−17.2% | Reduced |
| Assenagon Asset Management S.A. | 231,586 | $16.9M | 0.03% | +231,586 | New |
| Manufacturers Life Insurance Company, The | 229,558 | $16.8M | 0.01% | −4,976−2.1% | Reduced |
| SG Americas Securities, LLC | 228,473 | $16.7M | 0.02% | +74,777+48.7% | Added |
| Gateway Investment Advisers LLC | 227,728 | $16.6M | 0.19% | +1,635+0.7% | Added |
| Price T Rowe Associates Inc | 225,826 | $16.5M | 0.00% | +23,840+11.8% | Added |
| Algert Global LLC | 223,781 | $16.3M | 0.25% | +102,530+84.6% | Added |
| CI Private Wealth, LLC | 207,360 | $15.1M | 0.02% | +67,151+47.9% | Added |
| Man Group plc | 202,661 | $14.8M | 0.03% | −22,130−9.8% | Reduced |
| Barclays PLC | 198,840 | $14.5M | 0.01% | +18,718+10.4% | Added |
| Voya Investment Management LLC | 193,681 | $14.1M | 0.01% | −27,846−12.6% | Reduced |
| McGowan Group Asset Management, Inc. | 188,606 | $13.8M | 1.75% | −741−0.4% | Reduced |
| California State Teachers Retirement System | 188,283 | $13.8M | 0.01% | +34,696+22.6% | Added |
| South Dakota Investment Council | 169,405 | $12.4M | 0.24% | −4,552−2.6% | Reduced |
| New York State Teachers Retirement System | 166,452 | $12.2M | 0.02% | −8,186−4.7% | Reduced |
| Virginia Retirement Systems Et Al | 156,916 | $11.5M | 0.09% | −151,704−49.2% | Reduced |
| Creative Planning | 154,340 | $11.3M | 0.01% | +50,127+48.1% | Added |
| Hudson Bay Capital Management LP | 152,257 | $11.1M | 0.07% | −50,734−25.0% | Reduced |
| Stifel Financial Corp | 149,154 | $10.9M | 0.01% | −34,525−18.8% | Reduced |
| State Board of Administration of Florida Retirement System | 146,280 | $10.7M | 0.02% | 00.0% | Unchanged |
| Vanguard Asset Management, Ltd | 143,185 | $10.5M | 0.01% | +143,185 | New |