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 |
|---|---|---|---|---|---|
| Mercer Global Advisors Inc | 142,752 | $10.4M | 0.02% | −397,392−73.6% | Reduced |
| Russell Investments Group, Ltd. | 137,518 | $10.0M | 0.01% | +2,760+2.0% | Added |
| American Century Companies Inc | 130,965 | $9.56M | 0.00% | −177,788−57.6% | Reduced |
| Van Eck Associates Corp | 124,604 | $9.10M | 0.01% | +4,533+3.8% | Added |
| Foster & Motley Inc | 123,907 | $9.05M | 0.47% | +632+0.5% | Added |
| Barnett & Company, Inc. | 122,063 | $8.91M | 6.93% | −2,954−2.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 117,806 | $8.60M | 0.04% | −9,740−7.6% | Reduced |
| Teacher Retirement System of Texas | 112,721 | $8.23M | 0.03% | −2,961−2.6% | Reduced |
| Lighthouse Investment Partners, LLC | 112,711 | $8.23M | 0.31% | +74,938+198.4% | Added |
| HighTower Advisors, LLC | 110,523 | $8.07M | 0.01% | +2,812+2.6% | Added |
| US Bancorp | 105,197 | $7.68M | 0.01% | +8,300+8.6% | Added |
| Janus Henderson Group PLC | 104,373 | $7.62M | 0.00% | −3,400−3.2% | Reduced |
| Trexquant Investment LP | 102,620 | $7.49M | 0.05% | +34,593+50.9% | Added |
| BTC Capital Management, Inc. | 100,186 | $7.32M | 0.50% | +14,771+17.3% | Added |
| New York State Common Retirement Fund | 98,733 | $7.21M | 0.01% | +1,400+1.4% | Added |
| Wells Fargo & Company | 98,302 | $7.18M | 0.00% | −1,685−1.7% | Reduced |
| Renaissance Technologies LLC | 96,500 | $7.05M | 0.01% | +96,500 | New |
| AlphaCore Capital LLC | 95,897 | $7.00M | 0.17% | −7,553−7.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 92,700 | $6.77M | 0.27% | +8,500+10.1% | Added |
| Cerity Partners LLC | 91,898 | $6.71M | 0.01% | −12,383−11.9% | Reduced |
| Great West Life Assurance Co | 90,633 | $6.63M | 0.01% | −3,405−3.6% | Reduced |
| Hennessy Advisors Inc | 89,500 | $6.54M | 0.24% | −3,100−3.3% | Reduced |
| Principal Street Partners, LLC | 87,501 | $6.39M | 1.04% | +2,056+2.4% | Added |
| Susquehanna International Group, LLP | 86,634 | $6.33M | 0.01% | +58,757+210.8% | Added |
| New Age Alpha Advisors, LLC | 82,678 | $6.04M | 0.28% | −3,175−3.7% | Reduced |
| Vanguard Global Advisers, LLC | 82,451 | $6.02M | 0.00% | +82,451 | New |
| Ci Investments Inc. | 81,406 | $5.95M | 0.03% | +9,751+13.6% | Added |
| Fifth Third Bancorp | 80,763 | $5.90M | 0.01% | +78,525+3,508.7% | Added |
| BNP Paribas Arbitrage, SA | 80,651 | $5.89M | 0.00% | −2,065−2.5% | Reduced |
| NewSquare Capital LLC | 78,267 | $5.72M | 0.50% | −564−0.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 77,928 | $5.69M | 0.01% | +77,928 | New |
| Wealthfront Advisers LLC | 77,134 | $5.63M | 0.01% | −1,680−2.1% | Reduced |
| Citigroup Inc | 76,013 | $5.55M | 0.00% | +15,781+26.2% | Added |
| Thrivent Financial for Lutherans | 75,833 | $5.54M | 0.01% | +3,488+4.8% | Added |
| MetLife Investment Management | 75,214 | $5.49M | 0.03% | −254−0.3% | Reduced |
| Silver Lake Advisory, LLC | 73,595 | $5.37M | 2.13% | −835−1.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 73,032 | $5.33M | 0.01% | −4,306−5.6% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 71,582 | $5.23M | 0.04% | −580−0.8% | Reduced |
| Treasurer of the State of North Carolina | 71,099 | $5.19M | 0.02% | +271+0.4% | Added |
| Amalgamated Bank | 70,867 | $5.17M | 0.04% | +1,043+1.5% | Added |
| Viking Fund Management LLC | 70,000 | $5.11M | 0.52% | 00.0% | Unchanged |
| Prudential Financial Inc | 69,798 | $5.10M | 0.01% | +3,586+5.4% | Added |
| CoreCap Advisors, LLC | 67,858 | $4.96M | 0.17% | +8,797+14.9% | Added |
| State of Alaska, Department of Revenue | 67,213 | $4.91M | 0.05% | −185−0.3% | Reduced |
| Illinois Municipal Retirement Fund | 66,981 | $4.89M | 0.06% | −17,595−20.8% | Reduced |
| ExodusPoint Capital Management, LP | 66,560 | $4.86M | 0.05% | +66,560 | New |
| JustInvest LLC | 66,315 | $4.84M | 0.05% | −2,933−4.2% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 66,022 | $4.82M | 0.01% | −11,321−14.6% | Reduced |
| State of Tennessee, Treasury Department | 63,489 | $4.64M | 0.02% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 63,464 | $4.63M | 0.14% | +54,162+582.3% | Added |
| Pathstone Holdings, LLC | 61,562 | $4.50M | 0.02% | −3,281−5.1% | Reduced |
| Cetera Investment Advisers | 59,540 | $4.35M | 0.00% | +883+1.5% | Added |
| Mutual of America Capital Management LLC | 58,420 | $4.27M | 0.05% | −5,648−8.8% | Reduced |
| Auxier Asset Management | 55,814 | $4.08M | 0.59% | −515−0.9% | Reduced |
| CIBC World Markets Inc. | 54,687 | $3.99M | 0.01% | +54+0.1% | Added |
| MAI Capital Management | 54,327 | $3.97M | 0.02% | −925−1.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 53,908 | $3.94M | 0.07% | +7,471+16.1% | Added |
| KLP Kapitalforvaltning AS | 53,300 | $3.89M | 0.02% | +1,400+2.7% | Added |
| State of Wisconsin Investment Board | 52,891 | $3.86M | 0.01% | +1,568+3.1% | Added |
| Public Employees Retirement System of Ohio | 52,178 | $3.81M | 0.01% | −62,864−54.6% | Reduced |
| Intech Investment Management LLC | 52,133 | $3.81M | 0.04% | −36,545−41.2% | Reduced |
| Capital Fund Management S.A. | 51,330 | $3.75M | 0.03% | +23,278+83.0% | Added |
| Teachers Retirement System of the State of Kentucky | 50,900 | $3.72M | 0.03% | 00.0% | Unchanged |
| Deutsche Bank AG | 50,668 | $3.70M | 0.00% | −169,879−77.0% | Reduced |
| Numerai GP LLC | 50,312 | $3.67M | 0.37% | +45,734+999.0% | Added |
| DRW Securities, LLC | 47,984 | $3.50M | 0.19% | +45,070+1,546.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 46,551 | $3.45M | 0.01% | −12,895−21.7% | Reduced |
| Yousif Capital Management, LLC | 47,178 | $3.45M | 0.04% | −2,780−5.6% | Reduced |
| Commonwealth Equity Services, LLC | 47,104 | $3.44M | 0.00% | +10,073+27.2% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 46,543 | $3.40M | 0.03% | −1,180−2.5% | Reduced |
| State of New Jersey Common Pension Fund D | 46,530 | $3.40M | 0.01% | 00.0% | Unchanged |
| Hancock Whitney Corp | 42,194 | $3.39M | 0.06% | +55+0.1% | Added |
| Colony Group, LLC | 45,144 | $3.32M | 0.00% | −668−1.5% | Reduced |
| Ameritas Investment Partners, Inc. | 44,433 | $3.24M | 0.10% | −130−0.3% | Reduced |
| Louisiana State Employees Retirement System | 44,200 | $3.23M | 0.06% | +1,600+3.8% | Added |
| Arizona State Retirement System | 43,665 | $3.19M | 0.02% | −1,265−2.8% | Reduced |
| Janney Montgomery Scott LLC | 40,255 | $2.94M | 0.01% | −2,730−6.4% | Reduced |
| STRS Ohio | 39,972 | $2.92M | 0.01% | +35,923+887.2% | Added |
| Vanguard Investments Australia, Ltd. | 39,715 | $2.90M | 0.01% | +39,715 | New |
| Anchor Investment Management, LLC | 39,616 | $2.89M | 0.24% | +70+0.2% | Added |
| Nisa Investment Advisors, LLC | 38,779 | $2.83M | 0.01% | +244+0.6% | Added |
| Handelsbanken Fonder AB | 38,607 | $2.82M | 0.01% | −14,100−26.8% | Reduced |
| apricus wealth, LLC | 38,415 | $2.81M | 1.37% | +1,545+4.2% | Added |
| Natixis Advisors, L.P. | 38,277 | $2.79M | 0.00% | +10,024+35.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 38,196 | $2.79M | 0.01% | −327−0.8% | Reduced |
| Larson Financial Group LLC | 38,056 | $2.78M | 0.09% | +192+0.5% | Added |
| Great Diamond Partners, LLC | 37,750 | $2.76M | 0.53% | +942+2.6% | Added |
| Bank of Montreal | 37,746 | $2.76M | 0.00% | +183+0.5% | Added |
| Nomura Asset Management International Inc. | 37,500 | $2.74M | 0.00% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 37,387 | $2.73M | 0.50% | +5,497+17.2% | Added |
| State of Michigan Retirement System | 36,700 | $2.68M | 0.01% | +300+0.8% | Added |
| Glenmede Trust Co NA | 36,259 | $2.65M | 0.01% | −12,103−25.0% | Reduced |
| Sculati Wealth Management, LLC | 35,901 | $2.62M | 0.97% | −185−0.5% | Reduced |
| Sequoia Financial Advisors, LLC | 35,745 | $2.61M | 0.01% | +6,456+22.0% | Added |
| Ritholtz Wealth Management | 34,866 | $2.55M | 0.04% | −8,435−19.5% | Reduced |
| Bank of Nova Scotia | 34,800 | $2.54M | 0.00% | +34,800 | New |
| Burney Co | 34,683 | $2.53M | 0.08% | −37,272−51.8% | Reduced |
| DGS Capital Management, LLC | 34,512 | $2.52M | 0.42% | −6,494−15.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 34,152 | $2.49M | 0.04% | −292−0.8% | Reduced |
| Kendall Capital Management | 33,332 | $2.43M | 0.50% | −3,618−9.8% | Reduced |