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 |
|---|---|---|---|---|---|
| Russell Investments Group, Ltd. | 137,518 | $10.0M | 0.01% | +2,760+2.0% | Added |
| Mercer Global Advisors Inc | 142,752 | $10.4M | 0.02% | −397,392−73.6% | Reduced |
| Vanguard Asset Management, Ltd | 143,185 | $10.5M | 0.01% | +143,185 | New |
| State Board of Administration of Florida Retirement System | 146,280 | $10.7M | 0.02% | 00.0% | Unchanged |
| Stifel Financial Corp | 149,154 | $10.9M | 0.01% | −34,525−18.8% | Reduced |
| Hudson Bay Capital Management LP | 152,257 | $11.1M | 0.07% | −50,734−25.0% | Reduced |
| Creative Planning | 154,340 | $11.3M | 0.01% | +50,127+48.1% | Added |
| Virginia Retirement Systems Et Al | 156,916 | $11.5M | 0.09% | −151,704−49.2% | Reduced |
| New York State Teachers Retirement System | 166,452 | $12.2M | 0.02% | −8,186−4.7% | Reduced |
| South Dakota Investment Council | 169,405 | $12.4M | 0.24% | −4,552−2.6% | Reduced |
| California State Teachers Retirement System | 188,283 | $13.8M | 0.01% | +34,696+22.6% | Added |
| McGowan Group Asset Management, Inc. | 188,606 | $13.8M | 1.75% | −741−0.4% | Reduced |
| Voya Investment Management LLC | 193,681 | $14.1M | 0.01% | −27,846−12.6% | Reduced |
| Barclays PLC | 198,840 | $14.5M | 0.01% | +18,718+10.4% | Added |
| Man Group plc | 202,661 | $14.8M | 0.03% | −22,130−9.8% | Reduced |
| CI Private Wealth, LLC | 207,360 | $15.1M | 0.02% | +67,151+47.9% | Added |
| Algert Global LLC | 223,781 | $16.3M | 0.25% | +102,530+84.6% | Added |
| Price T Rowe Associates Inc | 225,826 | $16.5M | 0.00% | +23,840+11.8% | Added |
| Gateway Investment Advisers LLC | 227,728 | $16.6M | 0.19% | +1,635+0.7% | Added |
| SG Americas Securities, LLC | 228,473 | $16.7M | 0.02% | +74,777+48.7% | Added |
| Manufacturers Life Insurance Company, The | 229,558 | $16.8M | 0.01% | −4,976−2.1% | Reduced |
| Assenagon Asset Management S.A. | 231,586 | $16.9M | 0.03% | +231,586 | New |
| Legal & General Group Plc | 237,172 | $17.3M | 0.00% | −49,320−17.2% | Reduced |
| Raymond James Financial Inc | 241,425 | $17.6M | 0.01% | −4,505−1.8% | Reduced |
| Voloridge Investment Management, LLC | 245,290 | $17.9M | 0.07% | +166,600+211.7% | Added |
| Bridgewater Associates, LP | 247,227 | $18.1M | 0.08% | +5,813+2.4% | Added |
| Lazard Asset Management LLC | 251,221 | $18.3M | 0.03% | +194,965+346.6% | Added |
| Citadel Advisors LLC | 252,591 | $18.4M | 0.01% | +13,464+5.6% | Added |
| DekaBank Deutsche Girozentrale | 250,712 | $18.6M | 0.03% | 00.0% | Unchanged |
| Captrust Financial Advisors | 255,634 | $18.7M | 0.03% | +1,055+0.4% | Added |
| Engineers Gate Manager LP | 270,547 | $19.8M | 0.25% | −22,268−7.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 271,913 | $19.9M | 0.16% | +25,865+10.5% | Added |
| Storebrand Asset Management AS | 272,593 | $19.9M | 0.06% | −3,969−1.4% | Reduced |
| Alliancebernstein L.P. | 274,009 | $21.2M | 0.01% | +1,676+0.6% | Added |
| LPL Financial LLC | 295,397 | $21.6M | 0.01% | +3,530+1.2% | Added |
| Interval Partners, LP | 310,600 | $22.7M | 0.78% | +157,544+102.9% | Added |
| Swiss National Bank | 314,500 | $23.0M | 0.01% | −4,500−1.4% | Reduced |
| Ameriprise Financial Inc | 318,791 | $23.3M | 0.01% | −6,065−1.9% | Reduced |
| Truist Financial Corp | 321,906 | $23.5M | 0.03% | −4,163−1.3% | Reduced |
| ProShare Advisors LLC | 338,904 | $24.8M | 0.04% | −96,297−22.1% | Reduced |
| Principal Financial Group Inc | 340,538 | $24.9M | 0.01% | +9,089+2.7% | Added |
| Retirement Systems of Alabama | 344,289 | $25.1M | 0.08% | −65,470−16.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 358,829 | $26.2M | 0.11% | 00.0% | Unchanged |
| Wellington Management Group LLP | 364,253 | $26.6M | 0.00% | +118,259+48.1% | Added |
| Gillson Capital LP | 372,800 | $27.2M | 2.23% | +10,200+2.8% | Added |
| Freestone Grove Partners LP | 377,061 | $27.5M | 0.20% | +95,530+33.9% | Added |
| CBOE Vest Financial, LLC | 393,710 | $28.8M | 0.35% | −125,664−24.2% | Reduced |
| Wedge Capital Management L L P | 418,832 | $30.6M | 0.56% | −10,297−2.4% | Reduced |
| California Public Employees Retirement System | 420,646 | $30.7M | 0.02% | −40,515−8.8% | Reduced |
| Neuberger Berman Group LLC | 427,079 | $31.2M | 0.02% | −132,578−23.7% | Reduced |
| Rhumbline Advisers | 427,395 | $31.2M | 0.03% | −12,841−2.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 446,650 | $33.0M | 0.06% | −128,413−22.3% | Reduced |
| Allianz Asset Management GmbH | 460,469 | $33.6M | 0.04% | −694,293−60.1% | Reduced |
| Franklin Resources Inc | 468,074 | $34.2M | 0.01% | +121,284+35.0% | Added |
| Grace & White Inc | 488,230 | $35.7M | 6.30% | 00.0% | Unchanged |
| Swedbank AB | 496,077 | $36.2M | 0.04% | +28,572+6.1% | Added |
| Squarepoint Ops LLC | 508,280 | $37.1M | 0.08% | −134,051−20.9% | Reduced |
| Alyeska Investment Group, L.P. | 512,917 | $37.5M | 0.11% | −417,617−44.9% | Reduced |
| HRT Financial LP | 540,010 | $39.4M | 0.10% | +274,594+103.5% | Added |
| UBS Asset Management Americas Inc | 544,497 | $39.8M | 0.01% | −4,206−0.8% | Reduced |
| Zurich Insurance Group Ltd | 565,595 | $41.3M | 0.32% | −193,895−25.5% | Reduced |
| Bank of America Corp | 580,230 | $42.4M | 0.00% | +90,650+18.5% | Added |
| Ensign Peak Advisors, Inc | 584,235 | $42.7M | 0.08% | −16,022−2.7% | Reduced |
| Jain Global LLC | 595,044 | $43.5M | 0.55% | +590,673+13,513.5% | Added |
| SEI Investments Co | 608,586 | $44.4M | 0.04% | +54,574+9.9% | Added |
| Arrowstreet Capital, Limited Partnership | 631,694 | $46.1M | 0.02% | +110,342+21.2% | Added |
| JPMorgan Chase & Co | 663,211 | $48.4M | 0.00% | +122,372+22.6% | Added |
| Jane Street Group, LLC | 744,753 | $54.4M | 0.06% | +241,997+48.1% | Added |
| Quantinno Capital Management LP | 754,335 | $55.1M | 0.09% | +96,123+14.6% | Added |
| UBS Group AG | 811,472 | $59.3M | 0.01% | −545,444−40.2% | Reduced |
| Canada Pension Plan Investment Board | 840,100 | $61.4M | 0.04% | +504,724+150.5% | Added |
| Invesco Ltd. | 843,162 | $61.6M | 0.01% | −803,873−48.8% | Reduced |
| Qube Research & Technologies Ltd | 862,667 | $63.0M | 0.09% | +61,905+7.7% | Added |
| Algebris (UK) Ltd | 944,320 | $68.8M | 4.98% | +244,514+34.9% | Added |
| Vanguard Fiduciary Trust Co | 949,530 | $69.3M | 0.02% | +949,530 | New |
| Royal Bank of Canada | 1,035,394 | $75.6M | 0.01% | −94,448−8.4% | Reduced |
| D. E. Shaw & Co., Inc. | 1,042,923 | $76.2M | 0.06% | +499,941+92.1% | Added |
| Nordea Investment Management AB | 1,080,371 | $78.6M | 0.07% | +1,560+0.1% | Added |
| Charles Schwab Investment Management Inc | 1,148,583 | $83.9M | 0.01% | −4,504,663−79.7% | Reduced |
| Point72 Asset Management, L.P. | 1,153,852 | $84.3M | 0.15% | +386,132+50.3% | Added |
| Nuveen, LLC | 1,184,596 | $86.5M | 0.02% | +67,719+6.1% | Added |
| Bank of New York Mellon Corp | 1,302,397 | $95.1M | 0.02% | −366,682−22.0% | Reduced |
| Donald Smith & Co., Inc. | 1,327,932 | $97.0M | 1.74% | +12,720+1.0% | Added |
| Two Sigma Investments, LP | 1,524,728 | $111.4M | 0.09% | +1,014,914+199.1% | Added |
| Balyasny Asset Management LLC | 1,536,324 | $112.2M | 0.22% | +835,576+119.2% | Added |
| Goldman Sachs Group Inc | 1,581,728 | $115.5M | 0.02% | +334,539+26.8% | Added |
| Victory Capital Management Inc | 1,646,188 | $120.2M | 0.08% | −151,117−8.4% | Reduced |
| Millennium Management LLC | 1,678,632 | $122.6M | 0.09% | +694,248+70.5% | Added |
| Northern Trust Corp | 1,724,852 | $126.0M | 0.02% | +19,736+1.2% | Added |
| Woodline Partners LP | 1,831,943 | $133.8M | 0.51% | +419,113+29.7% | Added |
| AQR Capital Management LLC | 1,908,027 | $139.3M | 0.06% | −245,472−11.4% | Reduced |
| Adage Capital Partners GP, L.L.C. | 2,000,000 | $146.1M | 0.23% | +750,000+60.0% | Added |
| LSV Asset Management | 2,583,072 | $188.6M | 0.41% | −82,534−3.1% | Reduced |
| First Trust Advisors LP | 3,247,940 | $237.2M | 0.17% | −1,433,139−30.6% | Reduced |
| Geode Capital Management, LLC | 3,323,897 | $242.8M | 0.02% | +51,869+1.6% | Added |
| Morgan Stanley | 3,334,475 | $243.5M | 0.01% | +74,505+2.3% | Added |
| Dimensional Fund Advisors LP | 4,084,382 | $298.3M | 0.06% | +292,670+7.7% | Added |
| State Street Corp | 5,147,425 | $375.9M | 0.01% | −182,679−3.4% | Reduced |
| Vanguard Capital Management LLC | 6,941,460 | $506.9M | 0.01% | +6,941,460 | New |
| FMR LLC | 7,209,241 | $526.5M | 0.03% | −222,495−3.0% | Reduced |