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

13F holders, Q3 2026

Institutional positions in Unum Group as of Sep 30, 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

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

Institutional holders
6
+2 vs. Q2 2026
Shares held
20.4K
+296 (+1.5%) vs. Q2 2026
Total value
$1.79M
−$7.55K (−0.4%) vs. Q2 2026
New holders
2
2 more added
Sold out
0
1 more reduced

762 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2026: 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.

Institutional holders
Q1 2021: 459 institutionsQ2 2021: 451 institutionsQ3 2021: 459 institutionsQ4 2021: 444 institutionsQ1 2022: 466 institutionsQ2 2022: 487 institutionsQ3 2022: 492 institutionsQ4 2022: 528 institutionsQ1 2023: 527 institutionsQ2 2023: 557 institutionsQ3 2023: 580 institutionsQ4 2023: 572 institutionsQ1 2024: 580 institutionsQ2 2024: 579 institutionsQ3 2024: 625 institutionsQ4 2024: 685 institutionsQ1 2025: 729 institutionsQ2 2025: 736 institutionsQ3 2025: 674 institutionsQ4 2025: 699 institutionsQ1 2026: 702 institutionsQ2 2026: 766 institutions
Value held
Q1 2021: $4.67BQ2 2021: $4.88BQ3 2021: $4.18BQ4 2021: $4.09BQ1 2022: $5.36BQ2 2022: $5.76BQ3 2022: $6.59BQ4 2022: $6.94BQ1 2023: $6.65BQ2 2023: $7.97BQ3 2023: $8.14BQ4 2023: $7.51BQ1 2024: $8.87BQ2 2024: $8.25BQ3 2024: $9.30BQ4 2024: $11.3BQ1 2025: $12.6BQ2 2025: $12.3BQ3 2025: $10.4BQ4 2025: $11.3BQ1 2026: $9.25BQ2 2026: $12.6B
Institutions holding UNM and their total value by quarter
QuarterHoldersValue
Q2 2026766$12.6B
Q1 2026702$9.25B
Q4 2025699$11.3B
Q3 2025674$10.4B
Q2 2025736$12.3B
Q1 2025729$12.6B
Q4 2024685$11.3B
Q3 2024625$9.30B
Q2 2024579$8.25B
Q1 2024580$8.87B
Q4 2023572$7.51B
Q3 2023580$8.14B
Q2 2023557$7.97B
Q1 2023527$6.65B
Q4 2022528$6.94B
Q3 2022492$6.59B
Q2 2022487$5.76B
Q1 2022466$5.36B
Q4 2021444$4.09B
Q3 2021459$4.18B
Q2 2021451$4.88B
Q1 2021459$4.67B

Institutions, Q3 2026

Shares, value and share of portfolio for each institution holding Unum Group; share changes are against Q2 2026.

Institutions holding UNM in Q3 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Renaissance Technologies LLC––––Not filed
Voya Investment Management LLC––––Not filed
Gillson Capital LP––––Not filed
Barclays PLC––––Not filed
Alliancebernstein L.P.––––Not filed
Trexquant Investment LP––––Not filed
California State Teachers Retirement System––––Not filed
Envestnet Asset Management Inc––––Not filed
Mercer Global Advisors Inc––––Not filed
ExodusPoint Capital Management, LP––––Not filed
Price T Rowe Associates Inc––––Not filed
Caption Management, LLC––––Not filed
TD Asset Management Inc––––Not filed
Connor, Clark & Lunn Investment Management Ltd.––––Not filed
State Board of Administration of Florida Retirement System––––Not filed
Bank of Nova Scotia––––Not filed
Vanguard Asset Management, Ltd––––Not filed
New York State Teachers Retirement System––––Not filed
Hudson Bay Capital Management LP––––Not filed
South Dakota Investment Council––––Not filed
CI Private Wealth, LLC––––Not filed
Hancock Whitney Corp––––Not filed
American Century Companies Inc––––Not filed
Prana Capital Management, LP––––Not filed
Foster & Motley Inc––––Not filed
IFG Advisory, LLC––––Not filed
Capitolis Liquid Global Markets LLC––––Not filed
Cerity Partners LLC––––Not filed
Lighthouse Investment Partners, LLC––––Not filed
Stifel Financial Corp––––Not filed
O'Shaughnessy Asset Management, LLC––––Not filed
US Bancorp––––Not filed
BNP Paribas Arbitrage, SA––––Not filed
Caisse de Depot Et Placement du Quebec––––Not filed
New York State Common Retirement Fund––––Not filed
Wells Fargo & Company––––Not filed
Y-Intercept (Hong Kong) Ltd––––Not filed
BTC Capital Management, Inc.––––Not filed
HighTower Advisors, LLC––––Not filed
Jupiter Topco LLC––––Not filed
AlphaCore Capital LLC––––Not filed
Teacher Retirement System of Texas––––Not filed
Citigroup Inc––––Not filed
Brevan Howard Capital Management LP––––Not filed
Mariner, LLC––––Not filed
Great West Life Assurance Co––––Not filed
Ieq Capital, LLC––––Not filed
Principal Street Partners, LLC––––Not filed
IMC-Chicago, LLC––––Not filed
Prudential Financial Inc––––Not filed
NewSquare Capital LLC––––Not filed
Nomura Holdings Inc––––Not filed
Intech Investment Management LLC––––Not filed
Man Group plc––––Not filed
Vanguard Global Advisers, LLC––––Not filed
Wealthfront Advisers LLC––––Not filed
Thrivent Financial for Lutherans––––Not filed
Silver Lake Advisory, LLC––––Not filed
Ci Investments Inc.––––Not filed
Fifth Third Bancorp––––Not filed
Livforsakringsbolaget Skandia, Omsesidigt––––Not filed
Group One Trading, L.P.––––Not filed
Police & Firemen's Retirement System of New Jersey––––Not filed
MetLife Investment Management––––Not filed
Viking Fund Management LLC––––Not filed
Tudor Investment Corp Et Al––––Not filed
Treasurer of the State of North Carolina––––Not filed
JustInvest LLC––––Not filed
Panagora Asset Management Inc––––Not filed
Dark Forest Capital Management LP––––Not filed
Amalgamated Bank––––Not filed
Occudo Quantitative Strategies LP––––Not filed
Cetera Investment Advisers––––Not filed
Pathstone Holdings, LLC––––Not filed
State of Tennessee, Treasury Department––––Not filed
MAI Capital Management––––Not filed
State of Alaska, Department of Revenue––––Not filed
CIBC World Markets Inc.––––Not filed
SG Americas Securities, LLC––––Not filed
State of Wisconsin Investment Board––––Not filed
Colony Group, LLC––––Not filed
Universal- Beteiligungs- und Servicegesellschaft mbH––––Not filed
Zurcher Kantonalbank (Zurich Cantonalbank)––––Not filed
Mutual of America Capital Management LLC––––Not filed
Auxier Asset Management––––Not filed
KLP Kapitalforvaltning AS––––Not filed
Wealth Enhancement Advisory Services, LLC––––Not filed
PensionDanmark Pensionsforsikringsaktieselskab––––Not filed
Qsemble Capital Management, LP––––Not filed
Public Employees Retirement System of Ohio––––Not filed
Commonwealth Equity Services, LLC––––Not filed
Teachers Retirement System of the State of Kentucky––––Not filed
Mizuho Markets Americas LLC––––Not filed
State of New Jersey Common Pension Fund D––––Not filed
Ameritas Investment Partners, Inc.––––Not filed
Louisiana State Employees Retirement System––––Not filed
Yousif Capital Management, LLC––––Not filed
Acadian Asset Management LLC––––Not filed
Handelsbanken Fonder AB––––Not filed
Nisa Investment Advisors, LLC––––Not filed