Unum GroupUNM
13F holders, Q2 2025 (June 30)735holders +9
72new positions
66sold out
9famous investors
$80.77avg. 13F price*
At the end of Q2 2025, 735 institutions reported holding Unum Group (UNM) in their 13F filings, up 9 from Q1 2025. 72 opened new positions and 66 sold out. The largest holders were Vanguard Group Inc. ($1.5B), BlackRock, Inc. ($1.5B) and Norges Bank ($1.1B). 9 famous investors held it, including Ray Dalio (0.2% of Bridgewater Associates'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
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 72 | $133.2M |
| Exits | 66 | $206.3M |
All 13F filers, Q1 2025 → Q2 2025: 10,001,672 shares bought and 13,287,321 shares sold, net −3,285,649 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 735 holders
| Vanguard Group Inc. | 0.03% | Reduce -5.3% | 19,141,385 | $1.5B |
| BlackRock, Inc. | 0.03% | Add +3.5% | 18,284,881 | $1.5B |
| Norges Bank | 0.14% | Add +5.6% | 13,785,948 | $1.1B |
| FMR LLC | 0.03% | Reduce -9.1% | 6,704,051 | $541.4M |
| Charles Schwab Investment Management Inc. | 0.08% | Reduce -2.1% | 5,693,470 | $459.8M |
| State Street Corp. | 0.02% | Reduce -3.6% | 5,688,208 | $459.4M |
| First Trust Advisors LP | 0.36% | Reduce -5.3% | 5,511,842 | $445.1M |
| Morgan Stanley | 0.02% | Add +12.6% | 3,872,619 | $312.8M |
| Dimensional Fund Advisors LP | 0.07% | Reduce -16.1% | 3,598,479 | $290.6M |
| Geode Capital Management, LLC | 0.02% | Add +7.0% | 3,341,589 | $271.9M |
| LSV Asset Management | 0.52% | Add +0.0% | 2,741,334 | $221.4M |
| Victory Capital Management Inc. | 0.12% | Add +33.0% | 2,201,260 | $177.8M |
| Invesco Ltd. | 0.03% | Reduce -4.8% | 2,168,331 | $175.1M |
| Bank of New York Mellon Corp | 0.03% | Reduce -1.6% | 1,843,795 | $148.9M |
| Northern Trust Corp. | 0.02% | Reduce -3.4% | 1,817,888 | $146.8M |
| Donald Smith & Co., Inc. | 3.43% | Reduce -6.8% | 1,805,966 | $145.8M |
| AQR Capital Management | 0.12% | Reduce -19.5% | 1,731,605 | $139.8M |
| Allianz Asset Management GmbH | 0.17% | Add +11.5% | 1,537,189 | $124.1M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -3.7% | 1,524,301 | $123.1M |
| Royal Bank of Canada | 0.02% | Add +6.3% | 1,505,898 | $121.6M |
| Nordea Investment Management AB | 0.11% | Add +3.6% | 1,482,096 | $119.2M |
| UBS Group AG | 0.02% | Add +66.4% | 1,223,278 | $98.8M |
| Woodline Partners LP | 0.48% | Add +52.3% | 1,126,763 | $91.0M |
| Nuveen, LLC | 0.03% | Reduce -1.7% | 1,126,150 | $90.9M |
| Adage Capital Partners Gp, L.L.C. | 0.15% | Add +18.4% | 1,125,000 | $90.9M |
| Millennium Management | 0.08% | Add +64.9% | 1,055,563 | $85.2M |
| Balyasny Asset Management L.P. | 0.19% | Reduce -32.0% | 1,015,921 | $82.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +25.9% | 939,169 | $75.8M |
| Neuberger Berman Group LLC | 0.05% | Add +66.4% | 760,765 | $61.4M |
| Allspring Global Investments Holdings, LLC | 0.10% | Reduce -24.0% | 718,190 | $58.9M |
| Franklin Resources Inc. | 0.02% | Reduce -5.4% | 729,635 | $58.9M |
| California Public Employees Retirement System | 0.04% | Reduce -13.1% | 728,023 | $58.8M |
| Ensign Peak Advisors, Inc | 0.10% | Add +762.9% | 712,206 | $57.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.4% | 697,013 | $56.3M |
| Zurich Insurance Group Ltd | 0.42% | Reduce -29.7% | 673,801 | $54.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.13% | Add +79.8% | 670,649 | $54.2M |
| Caisse de depot et placement du Quebec | 0.11% | Reduce -2.1% | 638,271 | $51.5M |
| Vest Financial, LLC | 0.71% | Reduce -1.3% | 619,720 | $50.0M |
| Alyeska Investment Group, L.P. | 0.17% | Reduce -9.3% | 608,304 | $49.1M |
| Freestone Grove Partners LP | 0.36% | Reduce -45.3% | 591,625 | $47.8M |
| Bridgewater Associates | 0.18% | Add +7.6% | 561,884 | $45.4M |
| Jacobs Levy Equity Management, Inc. | 0.17% | Reduce -12.8% | 538,215 | $43.5M |
| Bank of America Corp. | 0.00% | Add +1.1% | 525,223 | $42.4M |
| Grace & White Inc. | 7.47% | Reduce -0.2% | 498,256 | $40.2M |
| American Century Companies Inc. | 0.02% | Add +27.6% | 497,002 | $40.1M |
| Rhumbline Advisers | 0.03% | Reduce -3.0% | 484,079 | $39.1M |
| Qube Research & Technologies Ltd | 0.05% | Add +33.9% | 471,589 | $38.1M |
| Sei Investments Co. | 0.04% | Add +10.5% | 430,802 | $34.8M |
| ProShare Advisors LLC | 0.07% | Add +2.7% | 422,625 | $34.1M |
| Retirement Systems of Alabama | 0.12% | Reduce -0.9% | 421,062 | $34.0M |
| Wedge Capital Management L L P | 0.60% | Reduce -9.6% | 417,284 | $33.7M |
| Ameriprise Financial Inc. | 0.01% | Add +10.3% | 417,584 | $33.7M |
| Legal & General Group Plc | 0.01% | Reduce -11.7% | 407,184 | $32.9M |
| Two Sigma Investments, LP | 0.06% | Add +73.6% | 380,378 | $30.7M |
| Raymond James Financial Inc. | 0.01% | Add +28.1% | 372,024 | $30.0M |
| Principal Financial Group Inc. | 0.02% | Reduce -4.0% | 364,252 | $29.4M |
| LPL Financial LLC | 0.01% | Add +15.2% | 347,417 | $28.1M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.19% | Add +0.8% | 341,770 | $27.6M |
| Robeco Institutional Asset Management B.V. | 0.04% | Reduce -2.4% | 329,110 | $26.6M |
| Truist Financial Corp. | 0.04% | Reduce -7.0% | 328,722 | $26.5M |
| Quantinno Capital Management LP | 0.11% | Add +10.0% | 325,902 | $26.3M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Reduce -62.8% | 325,183 | $26.3M |
| Swiss National Bank | 0.02% | Reduce -4.8% | 319,900 | $25.8M |
| Lighthouse Investment Partners, LLC | 1.03% | Add +508.0% | 294,088 | $23.8M |
| Voya Investment Management LLC | 0.03% | Reduce -3.8% | 282,680 | $22.8M |
| Boone Capital Management LLC | 9.76% | Reduce -59.8% | 281,790 | $22.8M |
| Jane Street Group, LLC | 0.04% | Add +578.5% | 277,268 | $22.4M |
| Storebrand Asset Management As | 0.06% | Add +1.5% | 276,562 | $22.3M |
| D. Scott Neal, Inc. | 10.65% | Reduce -2.6% | 264,589 | $21.4M |
| Manufacturers Life Insurance Company, The | 0.02% | Reduce -12.6% | 261,094 | $21.1M |
| Marshall Wace, LLP | 0.03% | Add +60.4% | 260,623 | $21.0M |
| Renaissance Technologies | 0.03% | Reduce -44.3% | 258,400 | $20.9M |
| Stifel Financial Corp. | 0.02% | Add +23.5% | 251,728 | $20.3M |
| Picton Mahoney Asset Management | 0.28% | Reduce -8.3% | 249,885 | $20.2M |
| DekaBank Deutsche Girozentrale | 0.04% | No change | 250,712 | $20.0M |
| Captrust Financial Advisors | 0.04% | Add +4.5% | 244,675 | $19.8M |
| ExodusPoint Capital Management, LP | 0.24% | New | 243,855 | $19.7M |
| Alliancebernstein L.P. | 0.01% | Reduce -7.8% | 238,332 | $19.2M |
| Assenagon Asset Management S.A. | 0.03% | Reduce -78.1% | 226,493 | $18.3M |
| Gateway Investment Advisers LLC | 0.20% | No change | 224,140 | $18.1M |
| Moore Capital Management, LP | 0.39% | Add +18.3% | 223,360 | $18.0M |
| South Dakota Investment Council | 0.33% | Reduce -6.0% | 215,267 | $17.4M |
| Schroder Investment Management Group | 0.01% | Reduce -18.7% | 205,889 | $16.6M |
| Prudential Financial Inc. | 0.02% | Add +25.3% | 204,658 | $16.5M |
| AXA S.A. | 0.05% | Reduce -34.9% | 201,228 | $16.3M |
| New York State Teachers Retirement System | 0.03% | Reduce -0.8% | 199,808 | $16.1M |
| Algebris (uk) Ltd. | 2.59% | New | 199,009 | $16.0M |
| McGowan Group Asset Management, Inc. | 1.97% | Reduce -0.0% | 191,089 | $15.4M |
| Vestcor Inc | 0.45% | Add +54.0% | 185,707 | $15.0M |
| Wells Fargo & Company | 0.00% | Add +5.9% | 179,217 | $14.5M |
| Barclays PLC | 0.01% | Reduce -32.3% | 176,571 | $14.3M |
| Trexquant Investment LP | 0.16% | Add +34.5% | 171,577 | $13.9M |
| California State Teachers Retirement System | 0.01% | Reduce -0.3% | 163,047 | $13.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +19.1% | 156,580 | $12.6M |
| State Board of Administration of Florida Retirement System | 0.02% | Add +0.6% | 155,571 | $12.6M |
| HRT Financial LP | 0.06% | New | 155,293 | $12.5M |
| Glenmede Investment Management, LP | 0.06% | — | 154,894 | $12.5M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Reduce -16.3% | 152,493 | $12.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | Add +7.0% | 150,251 | $12.1M |
| Two Sigma Advisers, LP | 0.02% | Reduce -36.2% | 146,200 | $11.8M |
"% of holder's portfolio" is UNM's weight in each manager's 13F, not the share of Unum Group the manager owns.