Unum GroupUNM
13F holders, Q4 2024 (December 31)683holders +60
88new positions
47sold out
10famous investors
$73.02avg. 13F price*
At the end of Q4 2024, 683 institutions reported holding Unum Group (UNM) in their 13F filings, up 60 from Q3 2024. 88 opened new positions and 47 sold out. The largest holders were Vanguard Group Inc. ($1.5B), BlackRock, Inc. ($1.4B) and Norges Bank ($1.0B). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 88 | $376.7M |
| Exits | 47 | $116.6M |
All 13F filers, Q3 2024 → Q4 2024: 13,572,586 shares bought and 17,238,117 shares sold, net −3,665,531 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 683 holders
| Vanguard Group Inc. | 0.03% | Add +8.4% | 20,497,586 | $1.5B |
| BlackRock, Inc. | 0.03% | Add +1.7% | 19,283,346 | $1.4B |
| Norges Bank | 0.13% | Reduce -5.1% | 13,746,646 | $1.0B |
| FMR LLC | 0.04% | Reduce -34.9% | 8,446,698 | $616.9M |
| State Street Corp. | 0.02% | Add +0.6% | 6,006,498 | $438.7M |
| Charles Schwab Investment Management Inc. | 0.07% | Add +0.9% | 5,552,252 | $405.5M |
| Dimensional Fund Advisors LP | 0.09% | Reduce -1.7% | 4,954,260 | $361.8M |
| Morgan Stanley | 0.02% | Add +0.3% | 3,777,525 | $275.9M |
| Geode Capital Management, LLC | 0.02% | Reduce -1.4% | 2,983,749 | $218.0M |
| LSV Asset Management | 0.46% | Reduce -2.4% | 2,736,640 | $199.9M |
| Donald Smith & Co., Inc. | 4.32% | Reduce -15.4% | 2,471,417 | $180.5M |
| AQR Capital Management | 0.23% | Reduce -12.6% | 2,444,655 | $178.5M |
| Northern Trust Corp. | 0.02% | Add +33.2% | 1,930,349 | $141.0M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -12.0% | 1,900,693 | $138.8M |
| Bank of New York Mellon Corp | 0.03% | Reduce -4.1% | 1,891,891 | $138.2M |
| First Trust Advisors LP | 0.11% | Add +15.4% | 1,708,452 | $124.8M |
| Arrowstreet Capital, Limited Partnership | 0.10% | Reduce -43.1% | 1,708,327 | $124.8M |
| Balyasny Asset Management L.P. | 0.27% | New | 1,560,488 | $114.0M |
| Nordea Investment Management AB | 0.11% | Reduce -34.5% | 1,483,980 | $108.6M |
| Victory Capital Management Inc. | 0.11% | Add +23.3% | 1,462,917 | $106.8M |
| Zurich Insurance Group Ltd | 0.86% | New | 1,440,490 | $105.2M |
| Royal Bank of Canada | 0.02% | Reduce -0.3% | 1,409,476 | $102.9M |
| Allianz Asset Management GmbH | 0.13% | Add +44.9% | 1,264,994 | $92.4M |
| UBS Group AG | 0.02% | Add +212.7% | 1,252,839 | $91.5M |
| Nuveen Asset Management, LLC | 0.03% | Add +2.0% | 1,221,569 | $89.2M |
| Millennium Management | 0.08% | Add +21.7% | 1,149,870 | $84.0M |
| Freestone Grove Partners LP | 0.80% | — | 891,362 | $65.1M |
| Invesco Ltd. | 0.01% | Add +9.7% | 891,334 | $65.1M |
| Voloridge Investment Management, LLC | 0.22% | Reduce -10.2% | 850,616 | $62.1M |
| California Public Employees Retirement System | 0.04% | Add +50.0% | 831,806 | $60.7M |
| Alyeska Investment Group, L.P. | 0.22% | New | 815,568 | $59.6M |
| Boone Capital Management LLC | 19.80% | Reduce -16.6% | 803,865 | $58.7M |
| Jacobs Levy Equity Management, Inc. | 0.20% | Add +54.2% | 786,168 | $57.4M |
| JPMorgan Chase & Co. | 0.00% | Add +14.1% | 711,866 | $52.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +0.2% | 663,198 | $48.4M |
| Franklin Resources Inc. | 0.01% | Add +30.1% | 610,529 | $44.6M |
| Wedge Capital Management L L P | 0.79% | Reduce -19.1% | 597,138 | $43.6M |
| Adage Capital Partners Gp, L.L.C. | 0.07% | Add +43.8% | 575,000 | $42.0M |
| Woodline Partners LP | 0.28% | Reduce -21.9% | 573,590 | $41.9M |
| ProShare Advisors LLC | 0.09% | Reduce -55.7% | 532,714 | $38.9M |
| Rhumbline Advisers | 0.03% | Reduce -1.1% | 527,986 | $38.6M |
| Grace & White Inc. | 6.92% | No change | 499,356 | $36.5M |
| Barclays PLC | 0.02% | Add +146.7% | 498,638 | $36.4M |
| Two Sigma Advisers, LP | 0.07% | Reduce -36.7% | 443,700 | $32.4M |
| Retirement Systems of Alabama | 0.12% | Reduce -8.7% | 439,278 | $32.1M |
| Neuberger Berman Group LLC | 0.02% | Reduce -10.2% | 422,888 | $30.9M |
| Legal & General Group Plc | 0.01% | Reduce -3.5% | 420,078 | $30.7M |
| Sei Investments Co. | 0.04% | Add +7.9% | 397,302 | $29.0M |
| Ameriprise Financial Inc. | 0.01% | Reduce -4.2% | 392,088 | $28.6M |
| Principal Financial Group Inc. | 0.02% | Reduce -2.7% | 386,430 | $28.2M |
| Manufacturers Life Insurance Company, The | 0.02% | Reduce -0.9% | 370,015 | $27.0M |
| Bank of America Corp. | 0.00% | Reduce -19.5% | 360,634 | $26.3M |
| Amundi | 0.01% | Reduce -60.5% | 360,819 | $26.3M |
| Truist Financial Corp. | 0.04% | Add +0.7% | 351,465 | $25.7M |
| Caisse de depot et placement du Quebec | 0.05% | Add +527.2% | 349,291 | $25.5M |
| Swiss National Bank | 0.02% | Reduce -6.1% | 347,100 | $25.3M |
| Citadel Advisors | 0.02% | Add +117.2% | 345,025 | $25.2M |
| Bridgewater Associates | 0.11% | Add +50.2% | 339,631 | $24.8M |
| Renaissance Technologies | 0.04% | Reduce -30.3% | 335,200 | $24.5M |
| Janus Henderson Group PLC | 0.01% | Add +146.1% | 330,081 | $24.1M |
| Two Sigma Investments, LP | 0.06% | Reduce -53.3% | 325,921 | $23.8M |
| Point72 Asset Management | 0.07% | Add +49.2% | 322,771 | $23.6M |
| Storebrand Asset Management As | 0.07% | Reduce -8.6% | 315,019 | $23.0M |
| Assenagon Asset Management S.A. | 0.04% | Reduce -3.5% | 314,548 | $23.0M |
| Allspring Global Investments Holdings, LLC | 0.04% | Add +8.0% | 312,913 | $22.8M |
| Acadian Asset Management LLC | 0.07% | Add +1669.8% | 311,123 | $22.7M |
| American Century Companies Inc. | 0.01% | Add +34.2% | 300,807 | $22.0M |
| LPL Financial LLC | 0.01% | Add +5.3% | 297,229 | $21.7M |
| Robeco Institutional Asset Management B.V. | 0.04% | Add +31.1% | 296,960 | $21.7M |
| AXA S.A. | 0.07% | Add +25.6% | 296,134 | $21.6M |
| Deutsche Bank AG | 0.01% | Add +258.5% | 287,218 | $21.0M |
| Alliancebernstein L.P. | 0.01% | Reduce -12.1% | 284,463 | $20.8M |
| D. Scott Neal, Inc. | 11.25% | Reduce -3.3% | 280,877 | $20.5M |
| Schroder Investment Management Group | 0.02% | Reduce -19.4% | 271,514 | $19.8M |
| Raymond James Financial Inc. | 0.01% | — | 268,612 | $19.6M |
| Voya Investment Management LLC | 0.02% | Reduce -20.0% | 258,036 | $18.8M |
| Algert Global LLC | 0.43% | Add +5.1% | 248,325 | $18.1M |
| DekaBank Deutsche Girozentrale | 0.03% | No change | 250,712 | $18.0M |
| South Dakota Investment Council | 0.36% | Reduce -0.6% | 245,849 | $18.0M |
| Russell Investments Group, Ltd. | 0.02% | Add +7.7% | 234,916 | $17.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.04% | Reduce -4.8% | 230,090 | $16.8M |
| Stifel Financial Corp. | 0.02% | Add +1.1% | 225,801 | $16.5M |
| Artemis Investment Management LLP | 0.23% | Reduce -3.1% | 225,448 | $16.5M |
| Gateway Investment Advisers LLC | 0.18% | Reduce -10.3% | 224,140 | $16.4M |
| Captrust Financial Advisors | 0.05% | Add +5.5% | 223,310 | $16.3M |
| Quantinno Capital Management LP | 0.16% | Add +12.0% | 219,377 | $16.0M |
| BNP Paribas Financial Markets | 0.01% | Add +79.0% | 207,736 | $15.2M |
| Marshall Wace, LLP | 0.02% | Add +54.2% | 200,664 | $14.7M |
| Hudson Bay Capital Management LP | 0.10% | Reduce -1.0% | 198,000 | $14.5M |
| Teacher Retirement System of Texas | 0.05% | Reduce -0.5% | 196,256 | $14.3M |
| McGowan Group Asset Management, Inc. | 1.91% | Reduce -32.9% | 192,299 | $14.0M |
| Corebridge Financial, Inc. | 0.08% | Reduce -5.9% | 190,194 | $13.9M |
| New York State Teachers Retirement System | 0.03% | Reduce -11.3% | 187,902 | $13.7M |
| Man Group plc | 0.04% | Reduce -54.5% | 186,832 | $13.6M |
| NewSquare Capital LLC | 1.08% | Reduce -0.4% | 187,851 | $13.5M |
| Glenmede Trust Co. NA | 0.07% | Add +1.3% | 175,242 | $12.8M |
| Prudential Financial Inc. | 0.02% | Reduce -18.1% | 166,652 | $12.2M |
| California State Teachers Retirement System | 0.01% | Reduce -8.5% | 165,533 | $12.1M |
| Trexquant Investment LP | 0.14% | Reduce -37.0% | 159,903 | $11.7M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -5.2% | 154,670 | $11.3M |
"% of holder's portfolio" is UNM's weight in each manager's 13F, not the share of Unum Group the manager owns.