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 |
|---|---|---|---|---|---|
| California State Teachers Retirement System | 168,876 | $15.1M | 0.01% | −19,407−10.3% | Reduced |
| Envestnet Asset Management Inc | 167,607 | $15.0M | 0.00% | +152,055+977.7% | Added |
| Mercer Global Advisors Inc | 163,483 | $14.6M | 0.02% | +20,731+14.5% | Added |
| ExodusPoint Capital Management, LP | 159,737 | $14.3M | 0.13% | +93,177+140.0% | Added |
| Price T Rowe Associates Inc | 154,715 | $13.8M | 0.00% | −71,111−31.5% | Reduced |
| Caption Management, LLC | 147,614 | $13.2M | 0.46% | +139,614+1,745.2% | Added |
| TD Asset Management Inc | 147,385 | $13.2M | 0.01% | +147,385 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 144,848 | $12.9M | 0.02% | +136,871+1,715.8% | Added |
| State Board of Administration of Florida Retirement System | 143,630 | $12.8M | 0.02% | −2,650−1.8% | Reduced |
| Bank of Nova Scotia | 142,302 | $12.7M | 0.02% | +107,502+308.9% | Added |
| Vanguard Asset Management, Ltd | 142,027 | $12.7M | 0.01% | −1,158−0.8% | Reduced |
| New York State Teachers Retirement System | 137,694 | $12.3M | 0.02% | −28,758−17.3% | Reduced |
| Hudson Bay Capital Management LP | 136,709 | $12.2M | 0.06% | −15,548−10.2% | Reduced |
| South Dakota Investment Council | 135,418 | $12.1M | 0.21% | −33,987−20.1% | Reduced |
| CI Private Wealth, LLC | 133,576 | $11.9M | 0.02% | −73,784−35.6% | Reduced |
| Hancock Whitney Corp | 131,295 | $11.7M | 0.20% | +89,101+211.2% | Added |
| American Century Companies Inc | 130,694 | $11.7M | 0.01% | −271−0.2% | Reduced |
| Prana Capital Management, LP | 125,529 | $11.2M | 0.34% | +102,588+447.2% | Added |
| Foster & Motley Inc | 123,518 | $11.0M | 0.51% | −389−0.3% | Reduced |
| IFG Advisory, LLC | 115,618 | $10.3M | 0.36% | +115,618 | New |
| Capitolis Liquid Global Markets LLC | 114,000 | $10.2M | 0.04% | +114,000 | New |
| Cerity Partners LLC | 111,840 | $10.0M | 0.01% | +19,942+21.7% | Added |
| Lighthouse Investment Partners, LLC | 111,511 | $9.97M | 0.31% | −1,200−1.1% | Reduced |
| Stifel Financial Corp | 111,084 | $9.93M | 0.01% | −38,070−25.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 110,974 | $9.92M | 0.05% | −6,832−5.8% | Reduced |
| US Bancorp | 110,873 | $9.91M | 0.01% | +5,676+5.4% | Added |
| BNP Paribas Arbitrage, SA | 109,018 | $9.75M | 0.01% | +28,367+35.2% | Added |
| Caisse de Depot Et Placement du Quebec | 108,000 | $9.66M | 0.01% | +82,800+328.6% | Added |
| New York State Common Retirement Fund | 107,833 | $9.64M | 0.01% | +9,100+9.2% | Added |
| Wells Fargo & Company | 107,564 | $9.62M | 0.00% | +9,262+9.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 101,815 | $9.10M | 0.18% | +47,907+88.9% | Added |
| BTC Capital Management, Inc. | 101,711 | $9.09M | 0.55% | +1,525+1.5% | Added |
| HighTower Advisors, LLC | 101,279 | $9.05M | 0.01% | −9,244−8.4% | Reduced |
| Jupiter Topco LLC | 100,767 | $9.01M | 0.00% | +100,767 | New |
| AlphaCore Capital LLC | 97,506 | $8.72M | 0.16% | +1,609+1.7% | Added |
| Teacher Retirement System of Texas | 92,173 | $8.24M | 0.02% | −20,548−18.2% | Reduced |
| Citigroup Inc | 89,675 | $8.02M | 0.00% | +13,662+18.0% | Added |
| Brevan Howard Capital Management LP | 89,181 | $7.97M | 0.11% | +62,046+228.7% | Added |
| Mariner, LLC | 88,837 | $7.94M | 0.01% | +72,641+448.5% | Added |
| Great West Life Assurance Co | 87,402 | $7.81M | 0.01% | −3,231−3.6% | Reduced |
| Ieq Capital, LLC | 86,700 | $7.75M | 0.04% | +86,700 | New |
| Principal Street Partners, LLC | 86,624 | $7.74M | 1.13% | −877−1.0% | Reduced |
| IMC-Chicago, LLC | 85,230 | $7.62M | 0.07% | +85,230 | New |
| Prudential Financial Inc | 83,498 | $7.46M | 0.01% | +13,700+19.6% | Added |
| NewSquare Capital LLC | 81,641 | $7.30M | 0.54% | +3,374+4.3% | Added |
| Nomura Holdings Inc | 81,627 | $7.30M | 0.03% | +81,627 | New |
| Intech Investment Management LLC | 79,529 | $7.11M | 0.07% | +27,396+52.6% | Added |
| Man Group plc | 77,861 | $6.96M | 0.01% | −124,800−61.6% | Reduced |
| Vanguard Global Advisers, LLC | 77,216 | $6.90M | 0.00% | −5,235−6.3% | Reduced |
| Wealthfront Advisers LLC | 75,586 | $6.76M | 0.01% | −1,548−2.0% | Reduced |
| Thrivent Financial for Lutherans | 74,128 | $6.63M | 0.01% | −1,705−2.2% | Reduced |
| Silver Lake Advisory, LLC | 73,190 | $6.54M | 2.34% | −405−0.6% | Reduced |
| Ci Investments Inc. | 73,186 | $6.54M | 0.02% | −8,220−10.1% | Reduced |
| Fifth Third Bancorp | 73,151 | $6.54M | 0.01% | −7,612−9.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 72,400 | $6.47M | 0.22% | −20,300−21.9% | Reduced |
| Group One Trading, L.P. | 71,442 | $6.39M | 0.18% | +69,081+2,925.9% | Added |
| Police & Firemen's Retirement System of New Jersey | 71,336 | $6.38M | 0.05% | −246−0.3% | Reduced |
| MetLife Investment Management | 70,959 | $6.34M | 0.03% | −4,255−5.7% | Reduced |
| Viking Fund Management LLC | 70,000 | $6.26M | 0.56% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 68,542 | $6.13M | 0.03% | +68,542 | New |
| Treasurer of the State of North Carolina | 67,469 | $6.03M | 0.02% | −3,630−5.1% | Reduced |
| JustInvest LLC | 66,746 | $5.97M | 0.05% | +431+0.6% | Added |
| Panagora Asset Management Inc | 66,434 | $5.94M | 0.02% | +66,434 | New |
| Dark Forest Capital Management LP | 66,426 | $5.94M | 0.38% | +44,907+208.7% | Added |
| Amalgamated Bank | 65,578 | $5.86M | 0.04% | −5,289−7.5% | Reduced |
| Occudo Quantitative Strategies LP | 65,237 | $5.83M | 0.31% | +59,084+960.2% | Added |
| Cetera Investment Advisers | 64,983 | $5.81M | 0.01% | +5,443+9.1% | Added |
| Pathstone Holdings, LLC | 62,605 | $5.60M | 0.02% | +1,043+1.7% | Added |
| State of Tennessee, Treasury Department | 62,366 | $5.58M | 0.02% | −1,123−1.8% | Reduced |
| MAI Capital Management | 61,130 | $5.47M | 0.02% | +6,803+12.5% | Added |
| State of Alaska, Department of Revenue | 60,927 | $5.45M | 0.05% | −6,286−9.4% | Reduced |
| CIBC World Markets Inc. | 58,387 | $5.22M | 0.01% | +3,700+6.8% | Added |
| SG Americas Securities, LLC | 58,194 | $5.20M | 0.00% | −170,279−74.5% | Reduced |
| State of Wisconsin Investment Board | 57,870 | $5.17M | 0.01% | +4,979+9.4% | Added |
| Colony Group, LLC | 57,574 | $5.15M | 0.01% | +12,430+27.5% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 56,519 | $5.05M | 0.01% | −9,503−14.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 55,643 | $4.97M | 0.01% | −17,389−23.8% | Reduced |
| Mutual of America Capital Management LLC | 54,680 | $4.89M | 0.05% | −3,740−6.4% | Reduced |
| Auxier Asset Management | 54,502 | $4.87M | 0.65% | −1,312−2.4% | Reduced |
| KLP Kapitalforvaltning AS | 53,300 | $4.77M | 0.02% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 55,711 | $4.66M | 0.01% | +9,160+19.7% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 49,243 | $4.40M | 0.04% | +2,700+5.8% | Added |
| Qsemble Capital Management, LP | 49,037 | $4.38M | 0.56% | +25,910+112.0% | Added |
| Public Employees Retirement System of Ohio | 48,714 | $4.36M | 0.01% | −3,464−6.6% | Reduced |
| Commonwealth Equity Services, LLC | 48,461 | $4.33M | 0.01% | +1,357+2.9% | Added |
| Teachers Retirement System of the State of Kentucky | 48,000 | $4.29M | 0.03% | −2,900−5.7% | Reduced |
| Mizuho Markets Americas LLC | 45,200 | $4.04M | 0.07% | +45,200 | New |
| State of New Jersey Common Pension Fund D | 44,952 | $4.02M | 0.01% | −1,578−3.4% | Reduced |
| Ameritas Investment Partners, Inc. | 43,402 | $3.88M | 0.10% | −1,031−2.3% | Reduced |
| Louisiana State Employees Retirement System | 43,000 | $3.84M | 0.06% | −1,200−2.7% | Reduced |
| Yousif Capital Management, LLC | 42,941 | $3.84M | 0.04% | −4,237−9.0% | Reduced |
| Handelsbanken Fonder AB | 41,207 | $3.68M | 0.01% | +2,600+6.7% | Added |
| Acadian Asset Management LLC | 41,245 | $3.68M | 0.00% | +41,245 | New |
| Nisa Investment Advisors, LLC | 40,699 | $3.64M | 0.01% | +1,920+5.0% | Added |
| Arizona State Retirement System | 40,105 | $3.59M | 0.02% | −3,560−8.2% | Reduced |
| Anchor Investment Management, LLC | 39,380 | $3.52M | 0.26% | −236−0.6% | Reduced |
| TD Private Client Wealth LLC | 38,735 | $3.46M | 0.06% | +38,463+14,140.8% | Added |
| Natixis Advisors, L.P. | 38,324 | $3.43M | 0.00% | +47+0.1% | Added |
| apricus wealth, LLC | 38,170 | $3.41M | 1.63% | −245−0.6% | Reduced |
| Bank of Montreal | 37,677 | $3.37M | 0.00% | −69−0.2% | Reduced |