Unum GroupUNM

13F holders, Q2 2026 (June 30)
765holders +64
110new positions
51sold out
11famous investors
$89.35avg. 13F price*

At the end of Q2 2026, 765 institutions reported holding Unum Group (UNM) in their 13F filings, up 64 from Q1 2026. 110 opened new positions and 51 sold out. The largest holders were BlackRock, Inc. ($1.6B), Norges Bank ($1.2B) and Vanguard Portfolio Management LLC ($767.8M). 11 famous investors held it, including Steve Cohen (0.1% of Point72 Asset Management's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).

Company
Unum Group
CUSIP
91529Y106
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 579Q1 2024Q2 2024: 578Q2 2024Q3 2024: 623Q3 2024Q4 2024: 683Q4 2024Q1 2025: 726Q1 2025Q2 2025: 735Q2 2025Q3 2025: 673Q3 2025Q4 2025: 699Q4 2025Q1 2026: 701Q1 2026Q2 2026: 765Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions110$275.8M
Exits51$39.7M

All 13F filers, Q1 2026 → Q2 2026: 13,114,183 shares bought and 11,373,191 shares sold, net +1,740,992 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 765 holders

BlackRock, Inc. 0.02% Reduce -1.3% 17,994,655 $1.6B
Norges Bank 0.12% — 13,256,645 $1.2B
Vanguard Portfolio Management LLC 0.03% Reduce -8.1% 8,587,898 $767.8M
FMR LLC 0.03% Add +7.3% 7,737,197 $691.7M
Vanguard Capital Management LLC 0.01% Reduce -2.0% 6,804,023 $608.3M
State Street Corp. 0.01% Reduce -1.5% 5,069,408 $453.2M
Dimensional Fund Advisors LP 0.07% Add +1.3% 4,137,367 $369.9M
Morgan Stanley 0.02% Reduce -2.5% 3,249,453 $290.5M
Geode Capital Management, LLC 0.01% Reduce -6.1% 3,120,361 $279.0M
AQR Capital Management 0.09% Add +56.6% 2,988,552 $266.2M
LSV Asset Management 0.39% Reduce -6.6% 2,413,125 $215.7M
Goldman Sachs Group Inc. 0.02% Add +21.2% 1,916,545 $171.3M
First Trust Advisors LP 0.10% Reduce -41.5% 1,899,262 $169.8M
Qube Research & Technologies Ltd 0.19% Add +118.8% 1,887,949 $168.8M
Nuveen, LLC 0.04% Add +48.8% 1,762,384 $157.6M
Two Sigma Investments, LP 0.12% Add +15.4% 1,759,799 $157.3M
Northern Trust Corp. 0.02% Reduce -1.5% 1,699,338 $151.9M
Woodline Partners LP 0.46% Reduce -9.1% 1,665,459 $148.9M
Arrowstreet Capital, Limited Partnership 0.06% Add +138.0% 1,503,280 $134.4M
Millennium Management 0.09% Reduce -17.6% 1,383,673 $123.7M
Victory Capital Management Inc. 0.07% Reduce -16.2% 1,378,987 $123.3M
TOMS Capital Investment Management LP 6.02% New 1,275,000 $114.0M
Bank of New York Mellon Corp 0.02% Reduce -6.2% 1,221,361 $109.2M
D. E. Shaw & Co. 0.07% Add +11.1% 1,158,462 $103.6M
Charles Schwab Investment Management Inc. 0.01% Reduce -1.4% 1,132,607 $101.3M
UBS Group AG 0.02% Add +36.7% 1,109,567 $99.2M
Balyasny Asset Management L.P. 0.19% Reduce -28.2% 1,102,917 $98.6M
Royal Bank of Canada 0.02% Reduce -0.5% 1,029,814 $92.1M
Nordea Investment Management AB 0.07% Reduce -12.0% 951,044 $85.9M
Canada Pension Plan Investment Board 0.05% Add +12.0% 940,681 $84.1M
Vanguard Fiduciary Trust Co. 0.02% Reduce -1.5% 935,478 $83.6M
Quantinno Capital Management LP 0.09% Add +16.2% 876,245 $78.3M
Jane Street Group, LLC 0.05% Add +16.4% 866,985 $77.5M
Point72 Asset Management 0.12% Reduce -25.1% 863,930 $77.2M
Invesco Ltd. 0.01% Reduce -9.5% 763,330 $68.2M
Zurich Insurance Group Ltd 0.43% Add +22.3% 691,751 $61.8M
Swedbank AB 0.05% Add +38.3% 686,077 $61.3M
Adage Capital Partners Gp, L.L.C. 0.08% Reduce -67.5% 650,000 $58.1M
Donald Smith & Co., Inc. 1.03% Reduce -51.1% 649,485 $58.1M
Jain Global LLC 0.72% Add +6.5% 633,694 $56.7M
Bank of America Corp. 0.00% Add +6.6% 618,267 $55.3M
Sei Investments Co. 0.05% Reduce -0.8% 603,779 $54.0M
Franklin Resources Inc. 0.01% Add +17.7% 550,829 $49.2M
Freestone Grove Partners LP 0.32% Add +45.5% 548,830 $49.1M
JPMorgan Chase & Co. 0.00% Reduce -22.5% 514,225 $46.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -6.5% 508,944 $45.5M
Ensign Peak Advisors, Inc 0.07% Reduce -15.0% 496,562 $44.4M
Allspring Global Investments Holdings, LLC 0.07% Add +7.9% 481,871 $44.0M
Grace & White Inc. 6.99% Reduce -0.1% 487,610 $43.6M
Allianz Asset Management GmbH 0.04% Add +0.5% 462,851 $41.4M
Epoch Investment Partners, Inc. 0.22% New 434,578 $38.9M
Assenagon Asset Management S.A. 0.05% Add +84.5% 427,364 $38.2M
Neuberger Berman Group LLC 0.03% Reduce -2.0% 418,461 $37.4M
Jacobs Levy Equity Management, Inc. 0.13% Add +12.1% 402,157 $36.0M
Rhumbline Advisers 0.03% Reduce -6.2% 401,010 $35.9M
Algebris (uk) Ltd. 2.35% Reduce -57.9% 397,355 $35.4M
Wedge Capital Management L L P 0.58% Reduce -6.8% 390,340 $34.9M
Deutsche Bank AG 0.01% Add +601.6% 355,483 $31.8M
Amundi 0.01% Add +1140.5% 340,443 $30.4M
Citadel Advisors 0.02% Add +34.5% 339,678 $30.4M
ProShare Advisors LLC 0.04% Add +0.0% 339,006 $30.3M
Principal Financial Group Inc. 0.01% Reduce -2.0% 333,861 $29.8M
Alyeska Investment Group, L.P. 0.07% Reduce -37.0% 323,378 $28.9M
Truist Financial Corp. 0.03% Add +0.2% 322,479 $28.8M
California Public Employees Retirement System 0.02% Reduce -26.6% 308,865 $27.6M
Los Angeles Capital Management LLC 0.10% Add +41877.5% 307,275 $27.5M
LPL Financial LLC 0.01% Add +2.9% 304,046 $27.2M
Lazard Asset Management LLC 0.04% Add +19.9% 301,296 $26.9M
Swiss National Bank 0.01% Reduce -7.3% 291,700 $26.1M
Ameriprise Financial Inc. 0.01% Reduce -8.7% 291,213 $26.0M
HRT Financial LP 0.05% Reduce -46.1% 290,974 $26.0M
Wellington Management Group LLP 0.00% Reduce -21.1% 287,512 $25.7M
Interval Partners, LP 0.82% Reduce -8.1% 285,437 $25.5M
Retirement Systems of Alabama 0.07% Reduce -20.0% 275,334 $24.6M
Storebrand Asset Management As 0.06% No change 272,593 $24.4M
Captrust Financial Advisors 0.04% Add +5.2% 269,039 $24.1M
Engineers Gate Manager LP 0.30% Reduce -3.8% 260,395 $23.3M
Squarepoint Ops LLC 0.05% Reduce -49.3% 257,658 $23.0M
Capital Fund Management S.A. 0.16% Add +379.3% 246,034 $22.0M
Schonfeld Strategic Advisors LLC 0.11% Reduce -12.9% 236,710 $21.2M
Gateway Investment Advisers LLC 0.21% Add +3.5% 235,636 $21.1M
Vest Financial, LLC 0.21% Reduce -41.8% 228,993 $20.5M
Raymond James Financial Inc. 0.01% Reduce -5.5% 228,137 $20.4M
Bridgewater Associates 0.08% Reduce -8.4% 226,541 $20.3M
Manufacturers Life Insurance Company, The 0.02% Reduce -1.3% 226,519 $20.3M
Legal & General Group Plc 0.00% Reduce -7.2% 220,109 $19.7M
Susquehanna International Group, LLP 0.02% Add +149.5% 216,145 $19.3M
Algert Global LLC 0.23% Reduce -3.8% 215,251 $19.2M
Creative Planning 0.01% Add +32.2% 204,086 $18.2M
DekaBank Deutsche Girozentrale 0.03% No change 250,712 $18.2M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.11% Add +29.0% 202,416 $18.1M
Voloridge Investment Management, LLC 0.07% Reduce -24.3% 185,738 $16.6M
McGowan Group Asset Management, Inc. 2.02% Reduce -1.7% 185,469 $16.6M
Russell Investments Group, Ltd. 0.01% Add +33.7% 183,823 $16.4M
Renaissance Technologies 0.02% Add +88.0% 181,400 $16.2M
Voya Investment Management LLC 0.02% Reduce -7.6% 178,931 $16.0M
Gillson Capital LP 0.92% Reduce -53.2% 174,635 $15.6M
Barclays PLC 0.00% Reduce -12.4% 174,115 $15.6M
Alliancebernstein L.P. 0.01% Reduce -23.2% 210,359 $15.4M
Trexquant Investment LP 0.10% Add +67.4% 171,793 $15.4M

"% of holder's portfolio" is UNM's weight in each manager's 13F, not the share of Unum Group the manager owns.

Show all 765 holders