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 |
|---|---|---|---|---|---|
| Los Angeles Capital Management LLC | 307,275 | $27.5M | 0.10% | +306,543+41,877.5% | Added |
| California Public Employees Retirement System | 308,865 | $27.6M | 0.02% | −111,781−26.6% | Reduced |
| Truist Financial Corp | 322,479 | $28.8M | 0.03% | +573+0.2% | Added |
| Alyeska Investment Group, L.P. | 323,378 | $28.9M | 0.07% | −189,539−37.0% | Reduced |
| Principal Financial Group Inc | 333,861 | $29.8M | 0.01% | −6,677−2.0% | Reduced |
| ProShare Advisors LLC | 339,006 | $30.3M | 0.04% | +1020.0% | Added |
| Citadel Advisors LLC | 339,678 | $30.4M | 0.02% | +87,087+34.5% | Added |
| Amundi | 340,443 | $30.4M | 0.01% | +312,999+1,140.5% | Added |
| Deutsche Bank AG | 355,483 | $31.8M | 0.01% | +304,815+601.6% | Added |
| Wedge Capital Management L L P | 390,340 | $34.9M | 0.58% | −28,492−6.8% | Reduced |
| Algebris (UK) Ltd | 397,355 | $35.4M | 2.33% | −546,965−57.9% | Reduced |
| Rhumbline Advisers | 401,010 | $35.9M | 0.03% | −26,385−6.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 402,157 | $36.0M | 0.13% | +43,328+12.1% | Added |
| Neuberger Berman Group LLC | 418,461 | $37.4M | 0.02% | −8,618−2.0% | Reduced |
| Assenagon Asset Management S.A. | 427,364 | $38.2M | 0.05% | +195,778+84.5% | Added |
| Epoch Investment Partners, Inc. | 434,578 | $38.9M | 0.22% | +434,578 | New |
| Allianz Asset Management GmbH | 462,851 | $41.4M | 0.04% | +2,382+0.5% | Added |
| Grace & White Inc | 487,610 | $43.6M | 6.90% | −620−0.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 481,871 | $44.0M | 0.07% | +35,221+7.9% | Added |
| Ensign Peak Advisors, Inc | 496,562 | $44.4M | 0.07% | −87,673−15.0% | Reduced |
| UBS Asset Management Americas Inc | 508,944 | $45.5M | 0.01% | −35,553−6.5% | Reduced |
| JPMorgan Chase & Co | 514,225 | $46.7M | 0.00% | −148,986−22.5% | Reduced |
| Freestone Grove Partners LP | 548,830 | $49.1M | 0.32% | +171,769+45.6% | Added |
| Franklin Resources Inc | 550,829 | $49.2M | 0.01% | +82,755+17.7% | Added |
| SEI Investments Co | 603,779 | $54.0M | 0.05% | −4,807−0.8% | Reduced |
| Bank of America Corp | 618,267 | $55.3M | 0.00% | +38,037+6.6% | Added |
| Jain Global LLC | 633,694 | $56.7M | 0.67% | +38,650+6.5% | Added |
| Donald Smith & Co., Inc. | 649,485 | $58.1M | 1.03% | −678,447−51.1% | Reduced |
| Adage Capital Partners GP, L.L.C. | 650,000 | $58.1M | 0.08% | −1,350,000−67.5% | Reduced |
| Swedbank AB | 686,077 | $61.3M | 0.05% | +190,000+38.3% | Added |
| Zurich Insurance Group Ltd | 691,751 | $61.8M | 0.43% | +126,156+22.3% | Added |
| Invesco Ltd. | 763,330 | $68.2M | 0.01% | −79,832−9.5% | Reduced |
| Point72 Asset Management, L.P. | 863,930 | $77.2M | 0.12% | −289,922−25.1% | Reduced |
| Jane Street Group, LLC | 866,985 | $77.5M | 0.05% | +122,232+16.4% | Added |
| Quantinno Capital Management LP | 876,245 | $78.3M | 0.09% | +121,910+16.2% | Added |
| Vanguard Fiduciary Trust Co | 935,478 | $83.6M | 0.02% | −14,052−1.5% | Reduced |
| Canada Pension Plan Investment Board | 940,681 | $84.1M | 0.05% | +100,581+12.0% | Added |
| Nordea Investment Management AB | 951,044 | $85.9M | 0.07% | −129,327−12.0% | Reduced |
| Royal Bank of Canada | 1,029,814 | $92.1M | 0.02% | −5,580−0.5% | Reduced |
| Balyasny Asset Management LLC | 1,102,917 | $98.6M | 0.18% | −433,407−28.2% | Reduced |
| UBS Group AG | 1,109,567 | $99.2M | 0.02% | +298,095+36.7% | Added |
| Charles Schwab Investment Management Inc | 1,132,607 | $101.3M | 0.01% | −15,976−1.4% | Reduced |
| D. E. Shaw & Co., Inc. | 1,158,462 | $103.6M | 0.06% | +115,539+11.1% | Added |
| Bank of New York Mellon Corp | 1,221,361 | $109.2M | 0.02% | −81,036−6.2% | Reduced |
| TOMS Capital Investment Management LP | 1,275,000 | $114.0M | 6.02% | +1,275,000 | New |
| Victory Capital Management Inc | 1,378,987 | $123.3M | 0.07% | −267,201−16.2% | Reduced |
| Millennium Management LLC | 1,383,673 | $123.7M | 0.08% | −294,959−17.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,503,280 | $134.4M | 0.06% | +871,586+138.0% | Added |
| Woodline Partners LP | 1,665,459 | $148.9M | 0.46% | −166,484−9.1% | Reduced |
| Northern Trust Corp | 1,699,338 | $151.9M | 0.02% | −25,514−1.5% | Reduced |
| Two Sigma Investments, LP | 1,759,799 | $157.3M | 0.12% | +235,071+15.4% | Added |
| Nuveen, LLC | 1,762,384 | $157.6M | 0.04% | +577,788+48.8% | Added |
| Qube Research & Technologies Ltd | 1,887,949 | $168.8M | 0.19% | +1,025,282+118.9% | Added |
| First Trust Advisors LP | 1,899,262 | $169.8M | 0.10% | −1,348,678−41.5% | Reduced |
| Goldman Sachs Group Inc | 1,916,545 | $171.3M | 0.02% | +334,817+21.2% | Added |
| LSV Asset Management | 2,413,125 | $215.7M | 0.39% | −169,947−6.6% | Reduced |
| AQR Capital Management LLC | 2,988,552 | $266.2M | 0.09% | +1,080,525+56.6% | Added |
| Geode Capital Management, LLC | 3,120,361 | $279.0M | 0.01% | −203,536−6.1% | Reduced |
| Morgan Stanley | 3,249,453 | $290.5M | 0.02% | −85,022−2.5% | Reduced |
| Dimensional Fund Advisors LP | 4,137,367 | $369.9M | 0.07% | +52,985+1.3% | Added |
| State Street Corp | 5,069,408 | $453.2M | 0.01% | −78,017−1.5% | Reduced |
| Vanguard Capital Management LLC | 6,804,023 | $608.3M | 0.01% | −137,437−2.0% | Reduced |
| FMR LLC | 7,737,197 | $691.7M | 0.03% | +527,956+7.3% | Added |
| Vanguard Portfolio Management LLC | 8,587,898 | $767.8M | 0.03% | −751,504−8.0% | Reduced |
| Norges Bank | 13,256,645 | $1.19B | 0.12% | +13,256,645 | New |
| BlackRock, Inc. | 17,994,655 | $1.61B | 0.02% | −237,849−1.3% | Reduced |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −124,604−100.0% | Sold out |
| Hennessy Advisors Inc | 0 | $0 | 0.00% | −89,500−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −77,928−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −30,840−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −28,146−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −26,346−100.0% | Sold out |
| Neumann Capital Management, LLC | 0 | $0 | 0.00% | −16,041−100.0% | Sold out |
| Havemeyer Place LP | 0 | $0 | 0.00% | −15,922−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −14,521−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −14,159−100.0% | Sold out |
| Kentucky Retirement Systems | 0 | $0 | 0.00% | −21,562−100.0% | Sold out |
| G2 Capital Management, LLC | 0 | $0 | 0.00% | −9,351−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −8,043−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Integrity Alliance, LLC. | 0 | $0 | 0.00% | −5,704−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −5,682−100.0% | Sold out |
| AlphaGrep UK Ltd | 0 | $0 | 0.00% | −5,585−100.0% | Sold out |
| Longfellow Investment Management Co LLC | 0 | $0 | 0.00% | −5,576−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −5,120−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −4,804−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −4,507−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −3,925−100.0% | Sold out |
| Calamos Wealth Management LLC | 0 | $0 | 0.00% | −3,925−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −3,567−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −3,197−100.0% | Sold out |
| Nations Financial Group Inc, | 0 | $0 | 0.00% | −3,102−100.0% | Sold out |
| Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −2,882−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −1,265−100.0% | Sold out |
| Proffitt & Goodson Inc | 0 | $0 | 0.00% | −1,154−100.0% | Sold out |
| Evergreen Advisors, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Capital Analysts, LLC | 0 | $0 | 0.00% | −958−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −941−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −688−100.0% | Sold out |