Unum GroupUNM
13F holders, Q3 2025 (September 30)673holders −62
51new positions
106sold out
10famous investors
$77.79avg. 13F price*
At the end of Q3 2025, 673 institutions reported holding Unum Group (UNM) in their 13F filings, down 62 from Q2 2025. 51 opened new positions and 106 sold out. The largest holders were Vanguard Group Inc. ($1.5B), BlackRock, Inc. ($1.4B) and FMR LLC ($557.9M). 10 famous investors held it, including Ray Dalio (0.1% of Bridgewater Associates's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio).
- Company
- Unum Group
- CUSIP
- 91529Y106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $94.5M |
| Exits | 106 | $320.5M |
All 13F filers, Q2 2025 → Q3 2025: 8,392,988 shares bought and 13,333,229 shares sold, net −4,940,241 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 673 holders
| Vanguard Group Inc. | 0.02% | Reduce -2.5% | 18,660,134 | $1.5B |
| BlackRock, Inc. | 0.02% | Reduce -4.8% | 17,406,807 | $1.4B |
| FMR LLC | 0.03% | Add +7.0% | 7,172,507 | $557.9M |
| First Trust Advisors LP | 0.33% | Add +4.0% | 5,734,937 | $446.1M |
| Charles Schwab Investment Management Inc. | 0.07% | Reduce -1.2% | 5,626,493 | $437.6M |
| State Street Corp. | 0.01% | Reduce -3.2% | 5,506,071 | $428.3M |
| Dimensional Fund Advisors LP | 0.06% | Add +5.0% | 3,777,880 | $293.8M |
| Geode Capital Management, LLC | 0.02% | Add +1.4% | 3,387,050 | $267.0M |
| Morgan Stanley | 0.02% | Reduce -12.5% | 3,389,247 | $263.6M |
| LSV Asset Management | 0.47% | Reduce -0.3% | 2,732,940 | $212.6M |
| Allianz Asset Management GmbH | 0.24% | Add +63.7% | 2,516,126 | $195.7M |
| AQR Capital Management | 0.12% | Add +35.1% | 2,339,289 | $181.6M |
| Victory Capital Management Inc. | 0.10% | Reduce -1.1% | 2,176,450 | $169.3M |
| Bank of New York Mellon Corp | 0.03% | Reduce -2.9% | 1,789,597 | $139.2M |
| Donald Smith & Co., Inc. | 2.76% | Reduce -1.4% | 1,779,969 | $138.4M |
| Northern Trust Corp. | 0.02% | Reduce -3.5% | 1,755,198 | $136.5M |
| Invesco Ltd. | 0.02% | Reduce -23.0% | 1,669,228 | $129.8M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -1.0% | 1,509,457 | $117.4M |
| Nordea Investment Management AB | 0.10% | Reduce -4.1% | 1,420,929 | $109.9M |
| UBS Group AG | 0.02% | Add +5.3% | 1,287,959 | $100.2M |
| Adage Capital Partners Gp, L.L.C. | 0.15% | Add +6.7% | 1,200,000 | $93.3M |
| Nuveen, LLC | 0.02% | Add +3.7% | 1,167,852 | $90.8M |
| Royal Bank of Canada | 0.01% | Reduce -28.7% | 1,074,137 | $83.5M |
| Millennium Management | 0.07% | Add +0.9% | 1,065,171 | $82.8M |
| Two Sigma Investments, LP | 0.11% | Add +127.3% | 864,485 | $67.2M |
| Ensign Peak Advisors, Inc | 0.09% | Reduce -3.0% | 690,852 | $53.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.2% | 667,619 | $51.9M |
| Woodline Partners LP | 0.24% | Reduce -41.0% | 665,165 | $51.7M |
| Allspring Global Investments Holdings, LLC | 0.08% | Reduce -8.7% | 655,566 | $51.3M |
| Moore Capital Management, LP | 1.04% | Add +195.0% | 658,912 | $51.3M |
| Vest Financial, LLC | 0.66% | Add +5.5% | 653,527 | $50.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -34.7% | 613,691 | $47.7M |
| Balyasny Asset Management L.P. | 0.09% | Reduce -42.6% | 583,283 | $45.4M |
| California Public Employees Retirement System | 0.03% | Reduce -22.5% | 564,476 | $43.9M |
| American Century Companies Inc. | 0.02% | Add +5.4% | 523,866 | $40.7M |
| Caisse de depot et placement du Quebec | 0.07% | Reduce -18.9% | 517,513 | $40.3M |
| Bank of America Corp. | 0.00% | Reduce -3.3% | 507,969 | $39.5M |
| Wedge Capital Management L L P | 0.66% | Add +20.4% | 502,222 | $39.1M |
| Sei Investments Co. | 0.04% | Add +15.6% | 497,931 | $38.7M |
| Grace & White Inc. | 6.88% | Reduce -0.9% | 493,731 | $38.4M |
| Neuberger Berman Group LLC | 0.03% | Reduce -36.3% | 484,638 | $37.7M |
| Rhumbline Advisers | 0.03% | Reduce -5.0% | 459,898 | $35.8M |
| Two Sigma Advisers, LP | 0.07% | Add +203.3% | 443,400 | $34.5M |
| Quantinno Capital Management LP | 0.09% | Add +36.0% | 443,088 | $34.5M |
| ProShare Advisors LLC | 0.07% | Add +4.0% | 439,474 | $34.2M |
| Bridgewater Associates | 0.13% | Reduce -22.4% | 436,084 | $33.9M |
| Ameriprise Financial Inc. | 0.01% | Add +4.3% | 435,678 | $33.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.08% | Reduce -37.2% | 421,041 | $32.7M |
| Retirement Systems of Alabama | 0.11% | Reduce -1.6% | 414,445 | $32.2M |
| Algebris (uk) Ltd. | 3.48% | Add +95.7% | 389,463 | $30.3M |
| Legal & General Group Plc | 0.01% | Reduce -5.5% | 384,958 | $29.9M |
| Franklin Resources Inc. | 0.01% | Reduce -49.0% | 372,414 | $29.0M |
| Jacobs Levy Equity Management, Inc. | 0.11% | Reduce -33.5% | 357,860 | $27.8M |
| Principal Financial Group Inc. | 0.01% | Reduce -4.3% | 348,517 | $27.1M |
| Squarepoint Ops LLC | 0.06% | New | 339,407 | $26.4M |
| Canada Pension Plan Investment Board | 0.02% | Add +19728.0% | 337,076 | $26.2M |
| Barclays PLC | 0.01% | Add +90.7% | 336,630 | $26.2M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.17% | Reduce -4.1% | 327,670 | $25.5M |
| Truist Financial Corp. | 0.03% | Reduce -0.8% | 325,953 | $25.4M |
| Swiss National Bank | 0.01% | Add +0.4% | 321,100 | $25.0M |
| HRT Financial LP | 0.08% | Add +90.3% | 295,552 | $23.0M |
| LPL Financial LLC | 0.01% | Reduce -15.8% | 292,601 | $22.8M |
| Mercer Global Advisors Inc. | 0.04% | Add +1204.4% | 287,274 | $22.3M |
| Storebrand Asset Management As | 0.06% | No change | 276,562 | $21.5M |
| Freestone Grove Partners LP | 0.16% | Reduce -53.4% | 275,851 | $21.5M |
| Raymond James Financial Inc. | 0.01% | Reduce -28.4% | 266,191 | $20.7M |
| Manufacturers Life Insurance Company, The | 0.02% | Reduce -1.1% | 258,278 | $20.1M |
| D. Scott Neal, Inc. | 9.26% | Reduce -2.7% | 257,423 | $20.0M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Reduce -21.0% | 256,807 | $20.0M |
| Captrust Financial Advisors | 0.04% | Add +3.4% | 253,072 | $19.7M |
| Prudential Financial Inc. | 0.02% | Add +20.6% | 246,753 | $19.2M |
| DekaBank Deutsche Girozentrale | 0.03% | No change | 250,712 | $19.2M |
| Gillson Capital LP | 1.66% | Add +810.1% | 246,000 | $19.1M |
| Man Group plc | 0.04% | Add +80.1% | 243,678 | $19.0M |
| Voya Investment Management LLC | 0.02% | Reduce -18.3% | 230,931 | $18.0M |
| Alliancebernstein L.P. | 0.01% | Reduce -3.6% | 229,762 | $17.9M |
| Gateway Investment Advisers LLC | 0.17% | Add +0.1% | 224,344 | $17.4M |
| Robeco Institutional Asset Management B.V. | 0.02% | Reduce -34.8% | 214,464 | $16.7M |
| Alyeska Investment Group, L.P. | 0.05% | Reduce -67.1% | 200,000 | $15.6M |
| New York State Teachers Retirement System | 0.03% | Reduce -2.9% | 193,983 | $15.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +23.4% | 193,218 | $15.0M |
| Stifel Financial Corp. | 0.01% | Reduce -23.8% | 191,799 | $14.9M |
| McGowan Group Asset Management, Inc. | 1.85% | Reduce -0.7% | 189,725 | $14.8M |
| Swedbank AB | 0.01% | New | 188,272 | $14.6M |
| O'shaughnessy Asset Management, LLC | 0.09% | Add +28.9% | 187,984 | $14.6M |
| Brandywine Global Investment Management, LLC | 0.10% | Add +81.7% | 175,999 | $13.7M |
| Prospector Partners LLC | 1.62% | Add +44.3% | 171,290 | $13.3M |
| Amundi | 0.00% | Add +101.7% | 167,972 | $13.2M |
| South Dakota Investment Council | 0.26% | Reduce -21.2% | 169,557 | $13.2M |
| Capitolis Liquid Global Markets LLC | 0.10% | New | 164,200 | $12.8M |
| California State Teachers Retirement System | 0.01% | Reduce -0.0% | 163,020 | $12.7M |
| Citadel Advisors | 0.01% | New | 160,530 | $12.5M |
| Panagora Asset Management Inc. | 0.05% | Add +17.1% | 158,764 | $12.3M |
| Paradiem, LLC | 2.84% | Add +9.2% | 156,735 | $12.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | Add +0.2% | 150,491 | $11.7M |
| Vestcor Inc | 0.35% | Reduce -19.2% | 150,129 | $11.7M |
| Tudor Investment Corporation | 0.08% | Add +101.6% | 146,465 | $11.4M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -6.0% | 146,280 | $11.4M |
| Schonfeld Strategic Advisors LLC | 0.08% | Add +563.9% | 145,217 | $11.3M |
| Russell Investments Group, Ltd. | 0.01% | Add +4.3% | 137,289 | $10.7M |
"% of holder's portfolio" is UNM's weight in each manager's 13F, not the share of Unum Group the manager owns.