Unum GroupUNM
13F holders, Q2 2024 (June 30)578holders −1
57new positions
57sold out
10famous investors
$51.10avg. 13F price*
At the end of Q2 2024, 578 institutions reported holding Unum Group (UNM) in their 13F filings, down 1 from Q1 2024. 57 opened new positions and 57 sold out. The largest holders were Vanguard Group Inc. ($1.0B), BlackRock Inc. ($988.0M) and FMR LLC ($831.3M). 10 famous investors held it, including Cliff Asness (0.3% of AQR Capital Management's portfolio), David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio) and Ray Dalio (0.0% of Bridgewater Associates's portfolio).
- Company
- Unum Group
- CUSIP
- 91529Y106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 57 | $24.3M |
| Exits | 57 | $72.7M |
All 13F filers, Q1 2024 → Q2 2024: 6,660,791 shares bought and 10,738,648 shares sold, net −4,077,857 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 578 holders
| Vanguard Group Inc. | 0.02% | Reduce -1.2% | 20,086,575 | $1.0B |
| BlackRock Inc. | 0.02% | Reduce -1.4% | 19,330,499 | $988.0M |
| FMR LLC | 0.05% | Add +2.6% | 16,265,076 | $831.3M |
| Norges Bank | 0.11% | Add +9.8% | 14,644,537 | $748.5M |
| State Street Corp. | 0.01% | Reduce -1.6% | 6,089,518 | $311.2M |
| Charles Schwab Investment Management Inc. | 0.05% | Reduce -0.1% | 5,445,494 | $278.3M |
| Dimensional Fund Advisors LP | 0.07% | Reduce -0.3% | 5,302,899 | $271.0M |
| Morgan Stanley | 0.02% | Reduce -4.9% | 4,023,275 | $205.6M |
| AQR Capital Management | 0.26% | Reduce -10.2% | 3,368,196 | $171.3M |
| Arrowstreet Capital, Limited Partnership | 0.15% | Add +5.0% | 3,304,660 | $168.9M |
| Donald Smith & Co., Inc. | 4.05% | Reduce -15.2% | 3,108,301 | $158.9M |
| Geode Capital Management, LLC | 0.01% | Add +1.2% | 3,097,999 | $158.4M |
| LSV Asset Management | 0.32% | Reduce -3.0% | 2,814,520 | $143.8M |
| Nordea Investment Management AB | 0.14% | Reduce -21.3% | 2,332,345 | $118.5M |
| Goldman Sachs Group Inc. | 0.02% | Add +16.7% | 2,229,103 | $113.9M |
| Bank of New York Mellon Corp | 0.02% | Reduce -0.5% | 2,167,783 | $110.8M |
| Royal Bank of Canada | 0.02% | Reduce -11.4% | 1,491,285 | $76.2M |
| Invesco Ltd. | 0.02% | Add +5.8% | 1,451,015 | $74.2M |
| Northern Trust Corp. | 0.01% | Add +9.3% | 1,428,915 | $73.0M |
| First Trust Advisors LP | 0.07% | Add +8.8% | 1,340,001 | $68.5M |
| Nuveen Asset Management, LLC | 0.02% | Add +3.0% | 1,213,634 | $62.0M |
| ProShare Advisors LLC | 0.17% | Add +89.8% | 1,207,756 | $61.7M |
| Assetmark, Inc. | 0.19% | Reduce -0.1% | 1,194,812 | $61.1M |
| Victory Capital Management Inc. | 0.06% | Add +62.9% | 1,119,870 | $57.2M |
| Two Sigma Advisers, LP | 0.12% | Reduce -21.8% | 1,045,000 | $53.4M |
| Allianz Asset Management GmbH | 0.08% | Add +21.6% | 988,554 | $50.5M |
| Boone Capital Management LLC | 12.40% | Reduce -9.2% | 930,545 | $47.6M |
| Wedge Capital Management L L P | 0.79% | Add +8.0% | 872,808 | $44.6M |
| Millennium Management | 0.04% | Reduce -31.1% | 838,806 | $42.9M |
| D. E. Shaw & Co. | 0.05% | Reduce -2.6% | 688,683 | $35.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +88.8% | 678,949 | $34.7M |
| Two Sigma Investments, LP | 0.08% | Reduce -33.9% | 665,926 | $34.0M |
| JPMorgan Chase & Co. | 0.00% | Add +7.1% | 652,519 | $33.4M |
| Amundi | 0.01% | Reduce -31.7% | 645,686 | $32.7M |
| Man Group plc | 0.09% | Reduce -20.4% | 628,216 | $32.1M |
| Principal Financial Group Inc. | 0.02% | Reduce -13.4% | 594,348 | $30.4M |
| Rhumbline Advisers | 0.03% | Reduce -3.8% | 553,314 | $28.3M |
| Bank of America Corp. | 0.00% | Reduce -8.4% | 552,176 | $28.2M |
| California Public Employees Retirement System | 0.02% | Add +36.7% | 523,871 | $26.8M |
| Retirement Systems of Alabama | 0.10% | Reduce -1.6% | 511,820 | $26.2M |
| Grace & White Inc. | 4.89% | Reduce -0.1% | 502,806 | $25.7M |
| Ameriprise Financial Inc. | 0.01% | Add +4.5% | 432,176 | $22.1M |
| Legal & General Group Plc | 0.01% | Reduce -10.3% | 428,916 | $21.9M |
| Guggenheim Capital LLC | 0.16% | Add +0.3% | 425,213 | $21.7M |
| Sei Investments Co. | 0.03% | Add +9.5% | 413,350 | $21.1M |
| McGowan Group Asset Management, Inc. | 2.99% | Reduce -0.4% | 411,466 | $21.0M |
| Woodline Partners LP | 0.20% | Reduce -33.0% | 409,867 | $20.9M |
| Brandywine Global Investment Management, LLC | 0.15% | Add +5.1% | 400,247 | $20.5M |
| Neuberger Berman Group LLC | 0.02% | Add +169.0% | 396,695 | $20.3M |
| Manufacturers Life Insurance Company, The | 0.02% | Reduce -2.6% | 395,778 | $20.2M |
| Renaissance Technologies | 0.03% | Reduce -52.4% | 393,700 | $20.1M |
| UBS Group AG | 0.01% | Add +21.3% | 392,657 | $20.1M |
| Swiss National Bank | 0.01% | Reduce -2.2% | 376,700 | $19.3M |
| Alliancebernstein L.P. | 0.01% | Reduce -0.9% | 358,154 | $18.3M |
| Truist Financial Corp. | 0.03% | Reduce -7.4% | 355,229 | $18.2M |
| Allspring Global Investments Holdings, LLC | 0.03% | Add +7.3% | 352,145 | $18.0M |
| Lazard Asset Management LLC | 0.02% | Reduce -17.6% | 338,829 | $17.3M |
| Prana Capital Management, LP | 0.80% | Reduce -44.0% | 329,591 | $16.8M |
| Storebrand Asset Management As | 0.05% | Reduce -6.8% | 320,171 | $16.4M |
| Voya Investment Management LLC | 0.02% | Reduce -24.8% | 315,111 | $16.1M |
| Franklin Resources Inc. | 0.01% | Add +5.8% | 312,962 | $16.0M |
| Schroder Investment Management Group | 0.02% | Reduce -40.6% | 309,163 | $15.8M |
| D. Scott Neal, Inc. | 8.33% | Add +30.2% | 292,952 | $15.0M |
| LPL Financial LLC | 0.01% | Add +5.6% | 276,244 | $14.1M |
| Glenmede Trust Co. NA | 0.07% | Reduce -17.9% | 267,241 | $13.7M |
| Assenagon Asset Management S.A. | 0.03% | Reduce -66.4% | 261,734 | $13.4M |
| DekaBank Deutsche Girozentrale | 0.02% | Add +3.5% | 259,372 | $13.0M |
| Gateway Investment Advisers LLC | 0.14% | Reduce -0.2% | 250,264 | $12.8M |
| HSBC Holdings PLC | 0.01% | Add +106.4% | 233,881 | $11.9M |
| American Century Companies Inc. | 0.01% | Reduce -8.0% | 229,761 | $11.7M |
| Barclays PLC | 0.01% | Reduce -38.0% | 228,931 | $11.7M |
| Corebridge Financial, Inc. | 0.06% | — | 225,271 | $11.5M |
| New York State Teachers Retirement System | 0.02% | Reduce -1.0% | 216,066 | $11.0M |
| Prudential Financial Inc. | 0.02% | Reduce -44.9% | 215,404 | $11.0M |
| AXA S.A. | 0.03% | Reduce -0.2% | 208,461 | $10.7M |
| Artemis Investment Management LLP | 0.14% | Add +28.6% | 208,087 | $10.6M |
| Captrust Financial Advisors | 0.03% | Add +4.2% | 207,311 | $10.6M |
| Stifel Financial Corp. | 0.01% | Add +3.1% | 204,923 | $10.5M |
| Jacobs Levy Equity Management, Inc. | 0.04% | Add +11.2% | 202,527 | $10.4M |
| Raymond James & Associates | 0.01% | Add +10.9% | 194,978 | $10.0M |
| California State Teachers Retirement System | 0.01% | Reduce -4.1% | 188,759 | $9.6M |
| M&G PLC | 0.07% | Add +12.4% | 187,121 | $9.5M |
| NewSquare Capital LLC | 0.82% | Add +4.6% | 189,746 | $9.5M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Add +31.7% | 185,255 | $9.5M |
| South Dakota Investment Council | 0.19% | Reduce -15.3% | 184,850 | $9.4M |
| Robeco Institutional Asset Management B.V. | 0.02% | Add +20.9% | 182,705 | $9.3M |
| Quantinno Capital Management LP | 0.16% | Add +3.0% | 175,146 | $9.0M |
| GMO | 0.03% | Add +18.9% | 173,412 | $8.9M |
| Bridgewater Associates | 0.05% | Add +61.3% | 171,269 | $8.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.03% | Add +183.5% | 170,100 | $8.7M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -8.2% | 163,082 | $8.3M |
| Voloridge Investment Management, LLC | 0.03% | Reduce -40.4% | 158,236 | $8.1M |
| Corient Private Wealth LP | 0.01% | Reduce -1.0% | 154,576 | $7.9M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -5.7% | 153,329 | $7.8M |
| Barnett & Company, Inc. | 5.46% | Reduce -0.9% | 148,742 | $7.6M |
| New York State Common Retirement Fund | 0.01% | Reduce -3.6% | 146,581 | $7.5M |
| Algert Global LLC | 0.24% | Add +14.5% | 139,348 | $7.1M |
| Calydon Capital | 1.27% | Reduce -0.2% | 139,073 | $7.1M |
| CI Investments Inc. | 0.03% | Reduce -0.7% | 136,286 | $7.0M |
| Comerica Bank | 0.03% | Reduce -1.3% | 135,902 | $6.9M |
"% of holder's portfolio" is UNM's weight in each manager's 13F, not the share of Unum Group the manager owns.