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 |
|---|---|---|---|---|---|
| New Mexico Educational Retirement Board | 32,443 | $2.37M | 0.07% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 33,100 | $2.42M | 0.18% | +30.0% | Added |
| Kendall Capital Management | 33,332 | $2.43M | 0.50% | −3,618−9.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 34,152 | $2.49M | 0.04% | −292−0.8% | Reduced |
| DGS Capital Management, LLC | 34,512 | $2.52M | 0.42% | −6,494−15.8% | Reduced |
| Burney Co | 34,683 | $2.53M | 0.08% | −37,272−51.8% | Reduced |
| Bank of Nova Scotia | 34,800 | $2.54M | 0.00% | +34,800 | New |
| Ritholtz Wealth Management | 34,866 | $2.55M | 0.04% | −8,435−19.5% | Reduced |
| Sequoia Financial Advisors, LLC | 35,745 | $2.61M | 0.01% | +6,456+22.0% | Added |
| Sculati Wealth Management, LLC | 35,901 | $2.62M | 0.97% | −185−0.5% | Reduced |
| Glenmede Trust Co NA | 36,259 | $2.65M | 0.01% | −12,103−25.0% | Reduced |
| State of Michigan Retirement System | 36,700 | $2.68M | 0.01% | +300+0.8% | Added |
| Waterfront Wealth Inc. | 37,387 | $2.73M | 0.50% | +5,497+17.2% | Added |
| Nomura Asset Management International Inc. | 37,500 | $2.74M | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 37,746 | $2.76M | 0.00% | +183+0.5% | Added |
| Great Diamond Partners, LLC | 37,750 | $2.76M | 0.53% | +942+2.6% | Added |
| Larson Financial Group LLC | 38,056 | $2.78M | 0.09% | +192+0.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 38,196 | $2.79M | 0.01% | −327−0.8% | Reduced |
| Natixis Advisors, L.P. | 38,277 | $2.79M | 0.00% | +10,024+35.5% | Added |
| apricus wealth, LLC | 38,415 | $2.81M | 1.37% | +1,545+4.2% | Added |
| Handelsbanken Fonder AB | 38,607 | $2.82M | 0.01% | −14,100−26.8% | Reduced |
| Nisa Investment Advisors, LLC | 38,779 | $2.83M | 0.01% | +244+0.6% | Added |
| Anchor Investment Management, LLC | 39,616 | $2.89M | 0.24% | +70+0.2% | Added |
| Vanguard Investments Australia, Ltd. | 39,715 | $2.90M | 0.01% | +39,715 | New |
| STRS Ohio | 39,972 | $2.92M | 0.01% | +35,923+887.2% | Added |
| Janney Montgomery Scott LLC | 40,255 | $2.94M | 0.01% | −2,730−6.4% | Reduced |
| Arizona State Retirement System | 43,665 | $3.19M | 0.02% | −1,265−2.8% | Reduced |
| Louisiana State Employees Retirement System | 44,200 | $3.23M | 0.06% | +1,600+3.8% | Added |
| Ameritas Investment Partners, Inc. | 44,433 | $3.24M | 0.10% | −130−0.3% | Reduced |
| Colony Group, LLC | 45,144 | $3.32M | 0.00% | −668−1.5% | Reduced |
| Hancock Whitney Corp | 42,194 | $3.39M | 0.06% | +55+0.1% | Added |
| State of New Jersey Common Pension Fund D | 46,530 | $3.40M | 0.01% | 00.0% | Unchanged |
| PensionDanmark Pensionsforsikringsaktieselskab | 46,543 | $3.40M | 0.03% | −1,180−2.5% | Reduced |
| Commonwealth Equity Services, LLC | 47,104 | $3.44M | 0.00% | +10,073+27.2% | Added |
| Yousif Capital Management, LLC | 47,178 | $3.45M | 0.04% | −2,780−5.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 46,551 | $3.45M | 0.01% | −12,895−21.7% | Reduced |
| DRW Securities, LLC | 47,984 | $3.50M | 0.19% | +45,070+1,546.7% | Added |
| Numerai GP LLC | 50,312 | $3.67M | 0.37% | +45,734+999.0% | Added |
| Deutsche Bank AG | 50,668 | $3.70M | 0.00% | −169,879−77.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 50,900 | $3.72M | 0.03% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 51,330 | $3.75M | 0.03% | +23,278+83.0% | Added |
| Intech Investment Management LLC | 52,133 | $3.81M | 0.04% | −36,545−41.2% | Reduced |
| Public Employees Retirement System of Ohio | 52,178 | $3.81M | 0.01% | −62,864−54.6% | Reduced |
| State of Wisconsin Investment Board | 52,891 | $3.86M | 0.01% | +1,568+3.1% | Added |
| KLP Kapitalforvaltning AS | 53,300 | $3.89M | 0.02% | +1,400+2.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 53,908 | $3.94M | 0.07% | +7,471+16.1% | Added |
| MAI Capital Management | 54,327 | $3.97M | 0.02% | −925−1.7% | Reduced |
| CIBC World Markets Inc. | 54,687 | $3.99M | 0.01% | +54+0.1% | Added |
| Auxier Asset Management | 55,814 | $4.08M | 0.59% | −515−0.9% | Reduced |
| Mutual of America Capital Management LLC | 58,420 | $4.27M | 0.05% | −5,648−8.8% | Reduced |
| Cetera Investment Advisers | 59,540 | $4.35M | 0.00% | +883+1.5% | Added |
| Pathstone Holdings, LLC | 61,562 | $4.50M | 0.02% | −3,281−5.1% | Reduced |
| Skopos Labs, Inc. | 63,464 | $4.63M | 0.14% | +54,162+582.3% | Added |
| State of Tennessee, Treasury Department | 63,489 | $4.64M | 0.02% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 66,022 | $4.82M | 0.01% | −11,321−14.6% | Reduced |
| JustInvest LLC | 66,315 | $4.84M | 0.05% | −2,933−4.2% | Reduced |
| ExodusPoint Capital Management, LP | 66,560 | $4.86M | 0.05% | +66,560 | New |
| Illinois Municipal Retirement Fund | 66,981 | $4.89M | 0.06% | −17,595−20.8% | Reduced |
| State of Alaska, Department of Revenue | 67,213 | $4.91M | 0.05% | −185−0.3% | Reduced |
| CoreCap Advisors, LLC | 67,858 | $4.96M | 0.17% | +8,797+14.9% | Added |
| Prudential Financial Inc | 69,798 | $5.10M | 0.01% | +3,586+5.4% | Added |
| Viking Fund Management LLC | 70,000 | $5.11M | 0.52% | 00.0% | Unchanged |
| Amalgamated Bank | 70,867 | $5.17M | 0.04% | +1,043+1.5% | Added |
| Treasurer of the State of North Carolina | 71,099 | $5.19M | 0.02% | +271+0.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 71,582 | $5.23M | 0.04% | −580−0.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 73,032 | $5.33M | 0.01% | −4,306−5.6% | Reduced |
| Silver Lake Advisory, LLC | 73,595 | $5.37M | 2.13% | −835−1.1% | Reduced |
| MetLife Investment Management | 75,214 | $5.49M | 0.03% | −254−0.3% | Reduced |
| Thrivent Financial for Lutherans | 75,833 | $5.54M | 0.01% | +3,488+4.8% | Added |
| Citigroup Inc | 76,013 | $5.55M | 0.00% | +15,781+26.2% | Added |
| Wealthfront Advisers LLC | 77,134 | $5.63M | 0.01% | −1,680−2.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 77,928 | $5.69M | 0.01% | +77,928 | New |
| NewSquare Capital LLC | 78,267 | $5.72M | 0.50% | −564−0.7% | Reduced |
| BNP Paribas Arbitrage, SA | 80,651 | $5.89M | 0.00% | −2,065−2.5% | Reduced |
| Fifth Third Bancorp | 80,763 | $5.90M | 0.01% | +78,525+3,508.7% | Added |
| Ci Investments Inc. | 81,406 | $5.95M | 0.03% | +9,751+13.6% | Added |
| Vanguard Global Advisers, LLC | 82,451 | $6.02M | 0.00% | +82,451 | New |
| New Age Alpha Advisors, LLC | 82,678 | $6.04M | 0.28% | −3,175−3.7% | Reduced |
| Susquehanna International Group, LLP | 86,634 | $6.33M | 0.01% | +58,757+210.8% | Added |
| Principal Street Partners, LLC | 87,501 | $6.39M | 1.04% | +2,056+2.4% | Added |
| Hennessy Advisors Inc | 89,500 | $6.54M | 0.24% | −3,100−3.3% | Reduced |
| Great West Life Assurance Co | 90,633 | $6.63M | 0.01% | −3,405−3.6% | Reduced |
| Cerity Partners LLC | 91,898 | $6.71M | 0.01% | −12,383−11.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 92,700 | $6.77M | 0.27% | +8,500+10.1% | Added |
| AlphaCore Capital LLC | 95,897 | $7.00M | 0.17% | −7,553−7.3% | Reduced |
| Renaissance Technologies LLC | 96,500 | $7.05M | 0.01% | +96,500 | New |
| Wells Fargo & Company | 98,302 | $7.18M | 0.00% | −1,685−1.7% | Reduced |
| New York State Common Retirement Fund | 98,733 | $7.21M | 0.01% | +1,400+1.4% | Added |
| BTC Capital Management, Inc. | 100,186 | $7.32M | 0.50% | +14,771+17.3% | Added |
| Trexquant Investment LP | 102,620 | $7.49M | 0.05% | +34,593+50.9% | Added |
| Janus Henderson Group PLC | 104,373 | $7.62M | 0.00% | −3,400−3.2% | Reduced |
| US Bancorp | 105,197 | $7.68M | 0.01% | +8,300+8.6% | Added |
| HighTower Advisors, LLC | 110,523 | $8.07M | 0.01% | +2,812+2.6% | Added |
| Lighthouse Investment Partners, LLC | 112,711 | $8.23M | 0.31% | +74,938+198.4% | Added |
| Teacher Retirement System of Texas | 112,721 | $8.23M | 0.03% | −2,961−2.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 117,806 | $8.60M | 0.04% | −9,740−7.6% | Reduced |
| Barnett & Company, Inc. | 122,063 | $8.91M | 6.93% | −2,954−2.4% | Reduced |
| Foster & Motley Inc | 123,907 | $9.05M | 0.47% | +632+0.5% | Added |
| Van Eck Associates Corp | 124,604 | $9.10M | 0.01% | +4,533+3.8% | Added |
| American Century Companies Inc | 130,965 | $9.56M | 0.00% | −177,788−57.6% | Reduced |