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, Q2 2026
Institutional positions in Unum Group as of Jun 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
- Institutional holders
- 766
- +69 vs. Q1 2026
- Shares held
- 141.5M
- +15.1M (+12.0%) vs. Q1 2026
- Total value
- $12.6B
- +$3.41B (+37.0%) vs. Q1 2026
- New holders
- 120
- 284 more added
- Sold out
- 51
- 240 more reduced
5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding Unum Group; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Occudo Quantitative Strategies LP | 65,237 | $5.83M | 0.31% | +59,084+960.2% | Added |
| Amalgamated Bank | 65,578 | $5.86M | 0.04% | −5,289−7.5% | Reduced |
| Dark Forest Capital Management LP | 66,426 | $5.94M | 0.38% | +44,907+208.7% | Added |
| Panagora Asset Management Inc | 66,434 | $5.94M | 0.02% | +66,434 | New |
| JustInvest LLC | 66,746 | $5.97M | 0.05% | +431+0.6% | Added |
| Treasurer of the State of North Carolina | 67,469 | $6.03M | 0.02% | −3,630−5.1% | Reduced |
| Tudor Investment Corp Et Al | 68,542 | $6.13M | 0.03% | +68,542 | New |
| Viking Fund Management LLC | 70,000 | $6.26M | 0.56% | 00.0% | Unchanged |
| MetLife Investment Management | 70,959 | $6.34M | 0.03% | −4,255−5.7% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 71,336 | $6.38M | 0.05% | −246−0.3% | Reduced |
| Group One Trading, L.P. | 71,442 | $6.39M | 0.18% | +69,081+2,925.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 72,400 | $6.47M | 0.22% | −20,300−21.9% | Reduced |
| Fifth Third Bancorp | 73,151 | $6.54M | 0.01% | −7,612−9.4% | Reduced |
| Ci Investments Inc. | 73,186 | $6.54M | 0.02% | −8,220−10.1% | Reduced |
| Silver Lake Advisory, LLC | 73,190 | $6.54M | 2.34% | −405−0.6% | Reduced |
| Thrivent Financial for Lutherans | 74,128 | $6.63M | 0.01% | −1,705−2.2% | Reduced |
| Wealthfront Advisers LLC | 75,586 | $6.76M | 0.01% | −1,548−2.0% | Reduced |
| Vanguard Global Advisers, LLC | 77,216 | $6.90M | 0.00% | −5,235−6.3% | Reduced |
| Man Group plc | 77,861 | $6.96M | 0.01% | −124,800−61.6% | Reduced |
| Intech Investment Management LLC | 79,529 | $7.11M | 0.07% | +27,396+52.6% | Added |
| Nomura Holdings Inc | 81,627 | $7.30M | 0.03% | +81,627 | New |
| NewSquare Capital LLC | 81,641 | $7.30M | 0.54% | +3,374+4.3% | Added |
| Prudential Financial Inc | 83,498 | $7.46M | 0.01% | +13,700+19.6% | Added |
| IMC-Chicago, LLC | 85,230 | $7.62M | 0.07% | +85,230 | New |
| Principal Street Partners, LLC | 86,624 | $7.74M | 1.13% | −877−1.0% | Reduced |
| Ieq Capital, LLC | 86,700 | $7.75M | 0.04% | +86,700 | New |
| Great West Life Assurance Co | 87,402 | $7.81M | 0.01% | −3,231−3.6% | Reduced |
| Mariner, LLC | 88,837 | $7.94M | 0.01% | +72,641+448.5% | Added |
| Brevan Howard Capital Management LP | 89,181 | $7.97M | 0.11% | +62,046+228.7% | Added |
| Citigroup Inc | 89,675 | $8.02M | 0.00% | +13,662+18.0% | Added |
| Teacher Retirement System of Texas | 92,173 | $8.24M | 0.02% | −20,548−18.2% | Reduced |
| AlphaCore Capital LLC | 97,506 | $8.72M | 0.16% | +1,609+1.7% | Added |
| Jupiter Topco LLC | 100,767 | $9.01M | 0.00% | +100,767 | New |
| HighTower Advisors, LLC | 101,279 | $9.05M | 0.01% | −9,244−8.4% | Reduced |
| BTC Capital Management, Inc. | 101,711 | $9.09M | 0.55% | +1,525+1.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 101,815 | $9.10M | 0.18% | +47,907+88.9% | Added |
| Wells Fargo & Company | 107,564 | $9.62M | 0.00% | +9,262+9.4% | Added |
| New York State Common Retirement Fund | 107,833 | $9.64M | 0.01% | +9,100+9.2% | Added |
| Caisse de Depot Et Placement du Quebec | 108,000 | $9.66M | 0.01% | +82,800+328.6% | Added |
| BNP Paribas Arbitrage, SA | 109,018 | $9.75M | 0.01% | +28,367+35.2% | Added |
| US Bancorp | 110,873 | $9.91M | 0.01% | +5,676+5.4% | Added |
| O'Shaughnessy Asset Management, LLC | 110,974 | $9.92M | 0.05% | −6,832−5.8% | Reduced |
| Stifel Financial Corp | 111,084 | $9.93M | 0.01% | −38,070−25.5% | Reduced |
| Lighthouse Investment Partners, LLC | 111,511 | $9.97M | 0.31% | −1,200−1.1% | Reduced |
| Cerity Partners LLC | 111,840 | $10.0M | 0.01% | +19,942+21.7% | Added |
| Capitolis Liquid Global Markets LLC | 114,000 | $10.2M | 0.04% | +114,000 | New |
| IFG Advisory, LLC | 115,618 | $10.3M | 0.36% | +115,618 | New |
| Foster & Motley Inc | 123,518 | $11.0M | 0.51% | −389−0.3% | Reduced |
| Prana Capital Management, LP | 125,529 | $11.2M | 0.34% | +102,588+447.2% | Added |
| American Century Companies Inc | 130,694 | $11.7M | 0.01% | −271−0.2% | Reduced |
| Hancock Whitney Corp | 131,295 | $11.7M | 0.20% | +89,101+211.2% | Added |
| CI Private Wealth, LLC | 133,576 | $11.9M | 0.02% | −73,784−35.6% | Reduced |
| South Dakota Investment Council | 135,418 | $12.1M | 0.21% | −33,987−20.1% | Reduced |
| Hudson Bay Capital Management LP | 136,709 | $12.2M | 0.06% | −15,548−10.2% | Reduced |
| New York State Teachers Retirement System | 137,694 | $12.3M | 0.02% | −28,758−17.3% | Reduced |
| Vanguard Asset Management, Ltd | 142,027 | $12.7M | 0.01% | −1,158−0.8% | Reduced |
| Bank of Nova Scotia | 142,302 | $12.7M | 0.02% | +107,502+308.9% | Added |
| State Board of Administration of Florida Retirement System | 143,630 | $12.8M | 0.02% | −2,650−1.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 144,848 | $12.9M | 0.02% | +136,871+1,715.8% | Added |
| TD Asset Management Inc | 147,385 | $13.2M | 0.01% | +147,385 | New |
| Caption Management, LLC | 147,614 | $13.2M | 0.46% | +139,614+1,745.2% | Added |
| Price T Rowe Associates Inc | 154,715 | $13.8M | 0.00% | −71,111−31.5% | Reduced |
| ExodusPoint Capital Management, LP | 159,737 | $14.3M | 0.13% | +93,177+140.0% | Added |
| Mercer Global Advisors Inc | 163,483 | $14.6M | 0.02% | +20,731+14.5% | Added |
| Envestnet Asset Management Inc | 167,607 | $15.0M | 0.00% | +152,055+977.7% | Added |
| California State Teachers Retirement System | 168,876 | $15.1M | 0.01% | −19,407−10.3% | Reduced |
| Trexquant Investment LP | 171,793 | $15.4M | 0.09% | +69,173+67.4% | Added |
| Alliancebernstein L.P. | 210,359 | $15.4M | 0.01% | −63,650−23.2% | Reduced |
| Barclays PLC | 174,115 | $15.6M | 0.00% | −24,725−12.4% | Reduced |
| Gillson Capital LP | 174,635 | $15.6M | 0.92% | −198,165−53.2% | Reduced |
| Voya Investment Management LLC | 178,931 | $16.0M | 0.01% | −14,750−7.6% | Reduced |
| Renaissance Technologies LLC | 181,400 | $16.2M | 0.02% | +84,900+88.0% | Added |
| Russell Investments Group, Ltd. | 183,823 | $16.4M | 0.01% | +46,305+33.7% | Added |
| McGowan Group Asset Management, Inc. | 185,469 | $16.6M | 2.02% | −3,137−1.7% | Reduced |
| Voloridge Investment Management, LLC | 185,738 | $16.6M | 0.07% | −59,552−24.3% | Reduced |
| Virginia Retirement Systems Et Al | 202,416 | $18.1M | 0.11% | +45,500+29.0% | Added |
| DekaBank Deutsche Girozentrale | 250,712 | $18.2M | 0.03% | 00.0% | Unchanged |
| Creative Planning | 204,086 | $18.2M | 0.01% | +49,746+32.2% | Added |
| Algert Global LLC | 215,251 | $19.2M | 0.23% | −8,530−3.8% | Reduced |
| Susquehanna International Group, LLP | 216,145 | $19.3M | 0.02% | +129,511+149.5% | Added |
| Legal & General Group Plc | 220,109 | $19.7M | 0.00% | −17,063−7.2% | Reduced |
| Manufacturers Life Insurance Company, The | 226,519 | $20.3M | 0.02% | −3,039−1.3% | Reduced |
| Bridgewater Associates, LP | 226,541 | $20.3M | 0.08% | −20,686−8.4% | Reduced |
| Raymond James Financial Inc | 228,137 | $20.4M | 0.01% | −13,288−5.5% | Reduced |
| CBOE Vest Financial, LLC | 228,993 | $20.5M | 0.21% | −164,717−41.8% | Reduced |
| Gateway Investment Advisers LLC | 235,636 | $21.1M | 0.21% | +7,908+3.5% | Added |
| Schonfeld Strategic Advisors LLC | 236,710 | $21.2M | 0.11% | −35,203−12.9% | Reduced |
| Capital Fund Management S.A. | 246,034 | $22.0M | 0.16% | +194,704+379.3% | Added |
| Squarepoint Ops LLC | 257,658 | $23.0M | 0.04% | −250,622−49.3% | Reduced |
| Engineers Gate Manager LP | 260,395 | $23.3M | 0.30% | −10,152−3.8% | Reduced |
| Captrust Financial Advisors | 269,039 | $24.1M | 0.04% | +13,405+5.2% | Added |
| Storebrand Asset Management AS | 272,593 | $24.4M | 0.06% | 00.0% | Unchanged |
| Retirement Systems of Alabama | 275,334 | $24.6M | 0.07% | −68,955−20.0% | Reduced |
| Interval Partners, LP | 285,437 | $25.5M | 0.82% | −25,163−8.1% | Reduced |
| Wellington Management Group LLP | 287,512 | $25.7M | 0.00% | −76,741−21.1% | Reduced |
| HRT Financial LP | 290,974 | $26.0M | 0.05% | −249,036−46.1% | Reduced |
| Ameriprise Financial Inc | 291,213 | $26.0M | 0.01% | −27,578−8.7% | Reduced |
| Swiss National Bank | 291,700 | $26.1M | 0.01% | −22,800−7.2% | Reduced |
| Lazard Asset Management LLC | 301,296 | $26.9M | 0.04% | +50,075+19.9% | Added |
| LPL Financial LLC | 304,046 | $27.2M | 0.01% | +8,649+2.9% | Added |