Skip to main content

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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Q3 2026 vs. Q2 2026

How the institutions holding Unum Group changed between Q2 2026 and Q3 2026.

All holders in Q3 2026All holders in Q2 2026

13F holders of UNM: Q2 2026 compared with Q3 2026
MeasureQ2 2026Of which not filed for Q3 2026Q3 2026Change
Holders7667626+2
Shares141.5M141.5M20.4K+296 (+1.5%)
Value$12.6B$12.6B$1.79M−$7.55K (−0.4%)

762 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (2)

Institutions that held Unum Group at the end of Q3 2026 but not at the end of Q2 2026.

Institutions new to UNM in Q3 2026
InstitutionSharesValue% of portfolio
GoalVest Advisory LLC53$4.65K0.00%
Planning Strategies Inc.2$1750.00%

Sold out (0)

Institutions that held Unum Group at the end of Q2 2026 and filed for Q3 2026 without it.

None.

Not filed for Q3 2026 yet (762)

Institutions that held Unum Group at the end of Q2 2026 and haven't filed a 13F for Q3 2026. Not filing isn't selling, so they aren't counted as sold out.

Showing the largest 100 of 762 by value.

Institutions holding UNM in Q2 2026 that haven't filed for Q3 2026
InstitutionShares, Q2 2026Value, Q2 2026
BlackRock, Inc.17,994,655$1.61B
Norges Bank13,256,645$1.19B
Vanguard Portfolio Management LLC8,587,898$767.8M
FMR LLC7,737,197$691.7M
Vanguard Capital Management LLC6,804,023$608.3M
State Street Corp5,069,408$453.2M
Dimensional Fund Advisors LP4,137,367$369.9M
Morgan Stanley3,249,453$290.5M
Geode Capital Management, LLC3,120,361$279.0M
AQR Capital Management LLC2,988,552$266.2M
LSV Asset Management2,413,125$215.7M
Goldman Sachs Group Inc1,916,545$171.3M
First Trust Advisors LP1,899,262$169.8M
Qube Research & Technologies Ltd1,887,949$168.8M
Nuveen, LLC1,762,384$157.6M
Two Sigma Investments, LP1,759,799$157.3M
Northern Trust Corp1,699,338$151.9M
Woodline Partners LP1,665,459$148.9M
Arrowstreet Capital, Limited Partnership1,503,280$134.4M
Millennium Management LLC1,383,673$123.7M
Victory Capital Management Inc1,378,987$123.3M
TOMS Capital Investment Management LP1,275,000$114.0M
Bank of New York Mellon Corp1,221,361$109.2M
D. E. Shaw & Co., Inc.1,158,462$103.6M
Charles Schwab Investment Management Inc1,132,607$101.3M
UBS Group AG1,109,567$99.2M
Balyasny Asset Management LLC1,102,917$98.6M
Royal Bank of Canada1,029,814$92.1M
Nordea Investment Management AB951,044$85.9M
Canada Pension Plan Investment Board940,681$84.1M
Vanguard Fiduciary Trust Co935,478$83.6M
Quantinno Capital Management LP876,245$78.3M
Jane Street Group, LLC866,985$77.5M
Point72 Asset Management, L.P.863,930$77.2M
Invesco Ltd.763,330$68.2M
Zurich Insurance Group Ltd691,751$61.8M
Swedbank AB686,077$61.3M
Adage Capital Partners GP, L.L.C.650,000$58.1M
Donald Smith & Co., Inc.649,485$58.1M
Jain Global LLC633,694$56.7M
Bank of America Corp618,267$55.3M
SEI Investments Co603,779$54.0M
Franklin Resources Inc550,829$49.2M
Freestone Grove Partners LP548,830$49.1M
JPMorgan Chase & Co514,225$46.7M
UBS Asset Management Americas Inc508,944$45.5M
Ensign Peak Advisors, Inc496,562$44.4M
Allspring Global Investments Holdings, LLC481,871$44.0M
Grace & White Inc487,610$43.6M
Allianz Asset Management GmbH462,851$41.4M
Epoch Investment Partners, Inc.434,578$38.9M
Assenagon Asset Management S.A.427,364$38.2M
Neuberger Berman Group LLC418,461$37.4M
Jacobs Levy Equity Management, Inc402,157$36.0M
Rhumbline Advisers401,010$35.9M
Algebris (UK) Ltd397,355$35.4M
Wedge Capital Management L L P390,340$34.9M
Deutsche Bank AG355,483$31.8M
Amundi340,443$30.4M
Citadel Advisors LLC339,678$30.4M
ProShare Advisors LLC339,006$30.3M
Principal Financial Group Inc333,861$29.8M
Alyeska Investment Group, L.P.323,378$28.9M
Truist Financial Corp322,479$28.8M
California Public Employees Retirement System308,865$27.6M
Los Angeles Capital Management LLC307,275$27.5M
LPL Financial LLC304,046$27.2M
Lazard Asset Management LLC301,296$26.9M
Swiss National Bank291,700$26.1M
Ameriprise Financial Inc291,213$26.0M
HRT Financial LP290,974$26.0M
Wellington Management Group LLP287,512$25.7M
Interval Partners, LP285,437$25.5M
Retirement Systems of Alabama275,334$24.6M
Storebrand Asset Management AS272,593$24.4M
Captrust Financial Advisors269,039$24.1M
Engineers Gate Manager LP260,395$23.3M
Squarepoint Ops LLC257,658$23.0M
Capital Fund Management S.A.246,034$22.0M
Schonfeld Strategic Advisors LLC236,710$21.2M
Gateway Investment Advisers LLC235,636$21.1M
CBOE Vest Financial, LLC228,993$20.5M
Raymond James Financial Inc228,137$20.4M
Bridgewater Associates, LP226,541$20.3M
Manufacturers Life Insurance Company, The226,519$20.3M
Legal & General Group Plc220,109$19.7M
Susquehanna International Group, LLP216,145$19.3M
Algert Global LLC215,251$19.2M
Creative Planning204,086$18.2M
DekaBank Deutsche Girozentrale250,712$18.2M
Virginia Retirement Systems Et Al202,416$18.1M
Voloridge Investment Management, LLC185,738$16.6M
McGowan Group Asset Management, Inc.185,469$16.6M
Russell Investments Group, Ltd.183,823$16.4M
Renaissance Technologies LLC181,400$16.2M
Voya Investment Management LLC178,931$16.0M
Gillson Capital LP174,635$15.6M
Barclays PLC174,115$15.6M
Alliancebernstein L.P.210,359$15.4M
Trexquant Investment LP171,793$15.4M