Unum GroupUNM
13F holders, Q3 2024 (September 30)623holders +45
82new positions
41sold out
10famous investors
$59.44avg. 13F price*
At the end of Q3 2024, 623 institutions reported holding Unum Group (UNM) in their 13F filings, up 45 from Q2 2024. 82 opened new positions and 41 sold out. The largest holders were BlackRock, Inc. ($1.1B), Vanguard Group Inc. ($1.1B) and Norges Bank ($861.2M). 10 famous investors held it, including Cliff Asness (0.2% of AQR Capital Management's portfolio), Ray Dalio (0.1% of Bridgewater Associates'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 82 | $147.6M |
| Exits | 41 | $30.0M |
All 13F filers, Q2 2024 → Q3 2024: 7,649,624 shares bought and 12,342,513 shares sold, net −4,692,889 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 623 holders
| BlackRock, Inc. | 0.02% | — | 18,957,973 | $1.1B |
| Vanguard Group Inc. | 0.02% | Reduce -5.9% | 18,901,508 | $1.1B |
| Norges Bank | 0.12% | Reduce -1.1% | 14,488,537 | $861.2M |
| FMR LLC | 0.05% | Reduce -20.3% | 12,970,250 | $771.0M |
| State Street Corp. | 0.01% | Reduce -1.9% | 5,972,177 | $355.0M |
| Charles Schwab Investment Management Inc. | 0.06% | Add +1.0% | 5,500,508 | $327.0M |
| Dimensional Fund Advisors LP | 0.07% | Reduce -5.0% | 5,039,181 | $299.5M |
| Morgan Stanley | 0.02% | Reduce -6.4% | 3,766,417 | $223.9M |
| Geode Capital Management, LLC | 0.01% | Reduce -2.3% | 3,026,745 | $180.0M |
| Arrowstreet Capital, Limited Partnership | 0.15% | Reduce -9.2% | 3,002,145 | $178.4M |
| Donald Smith & Co., Inc. | 4.10% | Reduce -6.0% | 2,921,010 | $173.6M |
| LSV Asset Management | 0.36% | Reduce -0.4% | 2,803,876 | $166.7M |
| AQR Capital Management | 0.22% | Reduce -17.0% | 2,795,700 | $162.9M |
| Nordea Investment Management AB | 0.15% | Reduce -2.9% | 2,264,808 | $133.2M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -3.1% | 2,159,027 | $128.3M |
| Bank of New York Mellon Corp | 0.02% | Reduce -9.0% | 1,971,857 | $117.2M |
| First Trust Advisors LP | 0.08% | Add +10.5% | 1,480,808 | $88.0M |
| Northern Trust Corp. | 0.01% | Add +1.4% | 1,449,423 | $86.2M |
| Royal Bank of Canada | 0.02% | Reduce -5.2% | 1,413,495 | $84.0M |
| ProShare Advisors LLC | 0.17% | Reduce -0.5% | 1,201,430 | $71.4M |
| Nuveen Asset Management, LLC | 0.02% | Reduce -1.4% | 1,197,108 | $71.2M |
| Victory Capital Management Inc. | 0.07% | Add +5.9% | 1,186,262 | $70.5M |
| Boone Capital Management LLC | 14.86% | Add +3.6% | 964,170 | $57.3M |
| Voloridge Investment Management, LLC | 0.20% | Add +498.5% | 946,976 | $56.3M |
| Millennium Management | 0.05% | Add +12.7% | 944,939 | $56.2M |
| Amundi | 0.02% | Add +41.7% | 914,648 | $55.3M |
| Allianz Asset Management GmbH | 0.08% | Reduce -11.7% | 872,803 | $51.9M |
| Invesco Ltd. | 0.01% | Reduce -44.0% | 812,501 | $48.3M |
| Wedge Capital Management L L P | 0.76% | Reduce -15.4% | 738,040 | $43.9M |
| Woodline Partners LP | 0.37% | Add +79.2% | 734,525 | $43.7M |
| Two Sigma Advisers, LP | 0.10% | Reduce -32.9% | 701,400 | $41.7M |
| Two Sigma Investments, LP | 0.10% | Add +4.8% | 698,037 | $41.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -2.5% | 661,999 | $39.3M |
| Assetmark, Inc. | 0.11% | Reduce -46.5% | 638,808 | $38.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.4% | 623,724 | $37.1M |
| California Public Employees Retirement System | 0.02% | Add +5.8% | 554,405 | $33.0M |
| Rhumbline Advisers | 0.03% | Reduce -3.5% | 533,723 | $31.7M |
| Jacobs Levy Equity Management, Inc. | 0.12% | Add +151.7% | 509,702 | $30.3M |
| Grace & White Inc. | 5.43% | Reduce -0.7% | 499,356 | $29.7M |
| Franklin Resources Inc. | 0.01% | Add +50.0% | 469,342 | $29.6M |
| Retirement Systems of Alabama | 0.11% | Reduce -6.0% | 481,316 | $28.6M |
| Renaissance Technologies | 0.04% | Add +22.2% | 481,000 | $28.6M |
| Neuberger Berman Group LLC | 0.02% | Add +18.8% | 471,072 | $28.0M |
| D. E. Shaw & Co. | 0.04% | Reduce -32.0% | 468,366 | $27.8M |
| Bank of America Corp. | 0.00% | Reduce -18.9% | 447,953 | $26.6M |
| Legal & General Group Plc | 0.01% | Add +1.4% | 435,078 | $25.9M |
| Man Group plc | 0.07% | Reduce -34.6% | 410,570 | $24.4M |
| Ameriprise Financial Inc. | 0.01% | Reduce -5.3% | 409,230 | $24.3M |
| UBS Group AG | 0.01% | Add +2.0% | 400,717 | $23.8M |
| Adage Capital Partners Gp, L.L.C. | 0.04% | New | 400,000 | $23.8M |
| Principal Financial Group Inc. | 0.01% | Reduce -33.1% | 397,292 | $23.6M |
| Qube Research & Technologies Ltd | 0.04% | Add +307.1% | 387,799 | $23.1M |
| Manufacturers Life Insurance Company, The | 0.02% | Reduce -5.7% | 373,269 | $22.2M |
| Swiss National Bank | 0.01% | Reduce -1.9% | 369,600 | $22.0M |
| Sei Investments Co. | 0.03% | Reduce -10.9% | 368,154 | $21.9M |
| Truist Financial Corp. | 0.03% | Reduce -1.8% | 348,973 | $20.7M |
| Storebrand Asset Management As | 0.06% | Add +7.7% | 344,747 | $20.5M |
| Schroder Investment Management Group | 0.02% | Add +8.9% | 336,842 | $19.8M |
| Assenagon Asset Management S.A. | 0.04% | Add +24.5% | 325,796 | $19.4M |
| Alliancebernstein L.P. | 0.01% | Reduce -9.6% | 323,744 | $19.2M |
| Voya Investment Management LLC | 0.02% | Add +2.4% | 322,715 | $19.2M |
| Guggenheim Capital LLC | 0.13% | Reduce -25.8% | 315,330 | $18.7M |
| Gillson Capital LP | 1.70% | New | 315,070 | $18.7M |
| HRT Financial LP | 0.09% | New | 313,872 | $18.7M |
| D. Scott Neal, Inc. | 9.13% | Reduce -0.8% | 290,473 | $17.3M |
| Allspring Global Investments Holdings, LLC | 0.03% | Reduce -17.7% | 289,658 | $17.2M |
| McGowan Group Asset Management, Inc. | 2.29% | Reduce -30.3% | 286,685 | $17.0M |
| LPL Financial LLC | 0.01% | Add +2.2% | 282,339 | $16.8M |
| Cubist Systematic Strategies, LLC | 0.25% | Add +106.7% | 274,406 | $16.3M |
| Trexquant Investment LP | 0.19% | Add +228.8% | 253,717 | $15.1M |
| Gateway Investment Advisers LLC | 0.16% | Reduce -0.2% | 249,854 | $14.9M |
| South Dakota Investment Council | 0.29% | Add +33.8% | 247,349 | $14.7M |
| DekaBank Deutsche Girozentrale | 0.03% | Reduce -3.3% | 250,712 | $14.5M |
| Lighthouse Investment Partners, LLC | 0.78% | New | 243,313 | $14.5M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Add +30.5% | 241,688 | $14.4M |
| Algert Global LLC | 0.38% | Add +69.5% | 236,264 | $14.0M |
| AXA S.A. | 0.04% | Add +13.1% | 235,741 | $14.0M |
| Artemis Investment Management LLP | 0.21% | Add +11.8% | 232,751 | $13.8M |
| Robeco Institutional Asset Management B.V. | 0.03% | Add +24.0% | 226,478 | $13.5M |
| Bridgewater Associates | 0.08% | Add +32.0% | 226,149 | $13.4M |
| American Century Companies Inc. | 0.01% | Reduce -2.5% | 224,099 | $13.3M |
| Stifel Financial Corp. | 0.01% | Add +9.1% | 223,463 | $13.3M |
| Russell Investments Group, Ltd. | 0.02% | Add +64.0% | 218,053 | $13.0M |
| Point72 Asset Management | 0.05% | Add +77.0% | 216,397 | $12.9M |
| New York State Teachers Retirement System | 0.03% | Reduce -1.9% | 211,912 | $12.6M |
| Captrust Financial Advisors | 0.04% | Add +2.1% | 211,660 | $12.6M |
| Prana Capital Management, LP | 0.57% | Reduce -36.9% | 208,066 | $12.4M |
| Prudential Financial Inc. | 0.02% | Reduce -5.6% | 203,432 | $12.1M |
| Corebridge Financial, Inc. | 0.06% | Reduce -10.2% | 202,212 | $12.0M |
| Barclays PLC | 0.01% | Reduce -11.7% | 202,119 | $12.0M |
| Hudson Bay Capital Management LP | 0.10% | New | 200,000 | $11.9M |
| Teacher Retirement System of Texas | 0.06% | Add +52.6% | 197,322 | $11.7M |
| Quantinno Capital Management LP | 0.15% | Add +11.9% | 195,916 | $11.6M |
| M&G PLC | 0.07% | Add +2.9% | 192,608 | $11.4M |
| NewSquare Capital LLC | 0.88% | Reduce -0.6% | 188,638 | $11.0M |
| California State Teachers Retirement System | 0.01% | Reduce -4.2% | 180,863 | $10.8M |
| Glenmede Trust Co. NA | 0.05% | Reduce -35.3% | 172,918 | $10.3M |
| Raymond James & Associates | 0.01% | Reduce -11.6% | 172,373 | $10.2M |
| GMO | 0.03% | Reduce -0.8% | 172,047 | $10.2M |
| Twinbeech Capital LP | 0.19% | New | 165,249 | $9.8M |
"% of holder's portfolio" is UNM's weight in each manager's 13F, not the share of Unum Group the manager owns.