Unum GroupUNM
13F holders, Q1 2024 (March 31)579holders
9famous investors
$53.61avg. 13F price*
At the end of Q1 2024, 579 institutions reported holding Unum Group (UNM) in their 13F filings. The largest holders were Vanguard Group Inc. ($1.1B), BlackRock Inc. ($1.1B) and FMR LLC ($850.9M). 9 famous investors held it, including Cliff Asness (0.3% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies'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
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 70 | $95.2M |
| Exits | 62 | $102.3M |
Ownership 579 holders
| Vanguard Group Inc. | 0.02% | Reduce -1.3% | 20,332,276 | $1.1B |
| BlackRock Inc. | 0.02% | Reduce -16.3% | 19,597,625 | $1.1B |
| FMR LLC | 0.06% | Add +7.7% | 15,858,013 | $850.9M |
| Norges Bank | 0.11% | Add +2.1% | 13,330,829 | $715.3M |
| State Street Corp. | 0.01% | Add +0.7% | 6,189,713 | $332.1M |
| Charles Schwab Investment Management Inc. | 0.07% | Add +31.0% | 5,452,264 | $292.6M |
| Dimensional Fund Advisors LP | 0.08% | Reduce -1.3% | 5,318,773 | $285.4M |
| Morgan Stanley | 0.02% | Add +4.6% | 4,230,956 | $227.0M |
| AQR Capital Management | 0.34% | Add +4.8% | 3,752,045 | $201.3M |
| Donald Smith & Co., Inc. | 4.57% | Reduce -0.7% | 3,663,112 | $196.6M |
| Arrowstreet Capital, Limited Partnership | 0.16% | Add +90.4% | 3,146,591 | $168.8M |
| Geode Capital Management, LLC | 0.02% | Add +3.3% | 3,061,402 | $164.3M |
| Nordea Investment Management AB | 0.19% | Add +51.7% | 2,961,539 | $158.6M |
| LSV Asset Management | 0.32% | Reduce -1.0% | 2,900,320 | $155.6M |
| Bank of New York Mellon Corp | 0.02% | Reduce -4.9% | 2,178,960 | $116.9M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -5.3% | 1,909,656 | $102.5M |
| Royal Bank of Canada | 0.02% | Reduce -4.9% | 1,683,264 | $90.3M |
| Invesco Ltd. | 0.02% | Reduce -21.4% | 1,371,948 | $73.6M |
| Two Sigma Advisers, LP | 0.17% | Reduce -13.4% | 1,336,200 | $71.7M |
| Northern Trust Corp. | 0.01% | Reduce -15.9% | 1,306,990 | $70.1M |
| First Trust Advisors LP | 0.07% | Add +26.5% | 1,231,223 | $66.1M |
| Millennium Management | 0.06% | Reduce -33.0% | 1,216,668 | $65.3M |
| Assetmark, Inc. | 0.21% | Reduce -1.3% | 1,195,464 | $64.1M |
| Nuveen Asset Management, LLC | 0.02% | Add +22.6% | 1,177,978 | $63.2M |
| Boone Capital Management LLC | 11.12% | Add +6.6% | 1,025,027 | $55.0M |
| Two Sigma Investments, LP | 0.14% | Reduce -18.5% | 1,007,218 | $54.0M |
| Amundi | 0.02% | Add +297.8% | 945,552 | $48.0M |
| Renaissance Technologies | 0.07% | Add +84.4% | 827,400 | $44.4M |
| Allianz Asset Management GmbH | 0.07% | Reduce -14.5% | 813,108 | $43.6M |
| Wedge Capital Management L L P | 0.70% | Reduce -6.7% | 808,147 | $43.4M |
| Man Group plc | 0.12% | Add +32.4% | 789,464 | $42.4M |
| Assenagon Asset Management S.A. | 0.11% | Add +85.0% | 778,129 | $41.8M |
| D. E. Shaw & Co. | 0.05% | Reduce -30.5% | 706,795 | $37.9M |
| Victory Capital Management Inc. | 0.04% | Add +5.1% | 687,630 | $36.9M |
| Principal Financial Group Inc. | 0.02% | Add +1.7% | 686,154 | $36.8M |
| ProShare Advisors LLC | 0.09% | Add +6498.1% | 636,320 | $34.1M |
| Woodline Partners LP | 0.30% | New | 611,646 | $32.8M |
| JPMorgan Chase & Co. | 0.00% | Add +7.3% | 609,250 | $32.7M |
| Bank of America Corp. | 0.00% | Add +47.3% | 602,564 | $32.3M |
| Prana Capital Management, LP | 1.42% | Add +21.7% | 588,464 | $31.6M |
| Rhumbline Advisers | 0.03% | Add +2.7% | 575,410 | $30.9M |
| Schroder Investment Management Group | 0.03% | Add +1.1% | 520,400 | $27.9M |
| Retirement Systems of Alabama | 0.11% | Reduce -0.3% | 520,390 | $27.9M |
| Grace & White Inc. | 4.92% | Reduce -3.3% | 503,156 | $27.0M |
| Legal & General Group Plc | 0.01% | Reduce -7.7% | 478,327 | $25.7M |
| Qube Research & Technologies Ltd | 0.04% | Reduce -40.6% | 446,089 | $23.9M |
| Guggenheim Capital LLC | 0.16% | Add +1.3% | 423,977 | $22.8M |
| Voya Investment Management LLC | 0.03% | Add +5.3% | 419,211 | $22.5M |
| Ameriprise Financial Inc. | 0.01% | Reduce -1.4% | 413,547 | $22.2M |
| McGowan Group Asset Management, Inc. | 3.27% | Reduce -0.7% | 413,006 | $22.2M |
| Lazard Asset Management LLC | 0.03% | Add +20.5% | 411,467 | $22.1M |
| Manufacturers Life Insurance Company, The | 0.02% | Reduce -1.0% | 406,405 | $21.8M |
| Prudential Financial Inc. | 0.03% | Reduce -41.5% | 391,182 | $21.0M |
| Swiss National Bank | 0.01% | Reduce -0.1% | 385,100 | $20.7M |
| Truist Financial Corp. | 0.03% | Reduce -0.2% | 383,548 | $20.6M |
| California Public Employees Retirement System | 0.01% | Reduce -4.0% | 383,264 | $20.6M |
| Brandywine Global Investment Management, LLC | 0.15% | Add +14.4% | 380,920 | $20.4M |
| Sei Investments Co. | 0.03% | Add +105.8% | 377,627 | $20.3M |
| Barclays PLC | 0.01% | Add +46.1% | 369,339 | $19.8M |
| Alliancebernstein L.P. | 0.01% | Reduce -5.1% | 361,361 | $19.4M |
| Squarepoint Ops LLC | 0.08% | Add +0.2% | 361,190 | $19.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -0.1% | 359,676 | $19.3M |
| Storebrand Asset Management As | 0.06% | No change | 343,375 | $18.4M |
| Allspring Global Investments Holdings, LLC | 0.03% | Add +55.8% | 328,063 | $17.6M |
| Glenmede Trust Co. NA | 0.09% | Add +36.2% | 325,387 | $17.5M |
| UBS Group AG | 0.01% | Reduce -52.7% | 323,778 | $17.4M |
| Franklin Resources Inc. | 0.01% | Reduce -12.0% | 295,679 | $15.9M |
| Cubist Systematic Strategies, LLC | 0.18% | Add +19.3% | 289,421 | $15.5M |
| Credit Suisse AG/ | 0.01% | Reduce -12.8% | 285,752 | $15.3M |
| Voloridge Investment Management, LLC | 0.05% | Reduce -26.6% | 265,630 | $14.3M |
| LPL Financial LLC | 0.01% | Reduce -3.7% | 261,678 | $14.0M |
| Gateway Investment Advisers LLC | 0.15% | Reduce -0.1% | 250,757 | $13.5M |
| American Century Companies Inc. | 0.01% | Add +25.4% | 249,717 | $13.4M |
| DekaBank Deutsche Girozentrale | 0.03% | Add +57.0% | 250,712 | $13.4M |
| American International Group, Inc. | 0.05% | Reduce -2.8% | 240,732 | $12.9M |
| D. Scott Neal, Inc. | 7.89% | New | 224,960 | $12.1M |
| South Dakota Investment Council | 0.24% | Add +23.7% | 218,382 | $11.7M |
| New York State Teachers Retirement System | 0.02% | Add +0.1% | 218,236 | $11.7M |
| AXA S.A. | 0.03% | Add +9.2% | 208,813 | $11.2M |
| Bank of Montreal | 0.00% | Add +234.7% | 206,058 | $11.1M |
| Captrust Financial Advisors | 0.04% | Reduce -6.1% | 198,960 | $10.7M |
| Stifel Financial Corp. | 0.01% | Reduce -9.9% | 198,751 | $10.7M |
| California State Teachers Retirement System | 0.01% | Reduce -5.7% | 196,819 | $10.6M |
| Citadel Advisors | 0.01% | Reduce -73.7% | 194,889 | $10.5M |
| National Bank of Canada | 0.02% | Add +696.3% | 192,008 | $10.2M |
| Jacobs Levy Equity Management, Inc. | 0.04% | Add +1.7% | 182,155 | $9.8M |
| NewSquare Capital LLC | 0.85% | Reduce -20.5% | 181,413 | $9.6M |
| Raymond James & Associates | 0.01% | Add +40.5% | 175,850 | $9.4M |
| Quantinno Capital Management LP | 0.20% | Add +110.9% | 170,044 | $9.1M |
| M&G PLC | 0.06% | — | 166,446 | $9.0M |
| CANADA LIFE ASSURANCE Co | 0.02% | Add +4.3% | 162,545 | $8.7M |
| Artemis Investment Management LLP | 0.11% | Add +44.3% | 161,841 | $8.7M |
| Texas Permanent School Fund Corp. | 0.07% | Add +0.5% | 159,106 | $8.5M |
| Osaic Holdings, Inc. | 0.02% | Reduce -40.9% | 158,187 | $8.5M |
| Corient Private Wealth LP | 0.01% | Reduce -8.7% | 156,194 | $8.4M |
| New York State Common Retirement Fund | 0.01% | Reduce -8.6% | 152,096 | $8.2M |
| Robeco Institutional Asset Management B.V. | 0.02% | Reduce -57.6% | 151,066 | $8.1M |
| Barnett & Company, Inc. | 5.51% | Reduce -2.7% | 150,057 | $8.1M |
| Neuberger Berman Group LLC | 0.01% | Add +504.8% | 147,466 | $7.9M |
| GMO | 0.03% | Reduce -1.1% | 145,784 | $7.8M |
"% of holder's portfolio" is UNM's weight in each manager's 13F, not the share of Unum Group the manager owns.