Unum GroupUNM
13F holders, Q4 2025 (December 31)699holders +26
76new positions
67sold out
9famous investors
$77.46avg. 13F price*
At the end of Q4 2025, 699 institutions reported holding Unum Group (UNM) in their 13F filings, up 26 from Q3 2025. 76 opened new positions and 67 sold out. The largest holders were Vanguard Group Inc. ($1.4B), BlackRock, Inc. ($1.3B) and Norges Bank ($1.1B). 9 famous investors held it, including Steve Cohen (0.1% of Point72 Asset Management's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.1% of AQR Capital Management's portfolio).
- Company
- Unum Group
- CUSIP
- 91529Y106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 76 | $192.3M |
| Exits | 67 | $127.8M |
All 13F filers, Q3 2025 → Q4 2025: 10,407,454 shares bought and 11,830,703 shares sold, net −1,423,249 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 699 holders
| Vanguard Group Inc. | 0.02% | Reduce -2.6% | 18,174,771 | $1.4B |
| BlackRock, Inc. | 0.02% | Reduce -2.1% | 17,047,275 | $1.3B |
| Norges Bank | 0.12% | — | 14,308,628 | $1.1B |
| FMR LLC | 0.03% | Add +3.6% | 7,431,736 | $576.0M |
| Charles Schwab Investment Management Inc. | 0.07% | Add +0.5% | 5,653,246 | $438.1M |
| State Street Corp. | 0.01% | Reduce -3.2% | 5,330,104 | $413.1M |
| First Trust Advisors LP | 0.26% | Reduce -18.4% | 4,681,079 | $362.8M |
| Dimensional Fund Advisors LP | 0.06% | Add +0.4% | 3,791,712 | $293.9M |
| Geode Capital Management, LLC | 0.02% | Reduce -3.4% | 3,272,028 | $253.6M |
| Morgan Stanley | 0.02% | Reduce -3.8% | 3,259,970 | $252.6M |
| LSV Asset Management | 0.45% | Reduce -2.5% | 2,665,606 | $206.6M |
| AQR Capital Management | 0.09% | Reduce -7.9% | 2,153,499 | $166.9M |
| Victory Capital Management Inc. | 0.08% | Reduce -17.4% | 1,797,305 | $139.3M |
| Northern Trust Corp. | 0.02% | Reduce -2.9% | 1,705,116 | $132.1M |
| Bank of New York Mellon Corp | 0.02% | Reduce -6.7% | 1,669,079 | $129.4M |
| Invesco Ltd. | 0.01% | Reduce -1.3% | 1,647,035 | $127.6M |
| Woodline Partners LP | 0.42% | Add +112.4% | 1,412,830 | $109.5M |
| UBS Group AG | 0.02% | Add +5.3% | 1,356,916 | $105.2M |
| Donald Smith & Co., Inc. | 1.91% | Reduce -26.1% | 1,315,212 | $101.9M |
| Adage Capital Partners Gp, L.L.C. | 0.15% | Add +4.2% | 1,250,000 | $96.9M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -17.4% | 1,247,189 | $96.7M |
| Allianz Asset Management GmbH | 0.10% | Reduce -54.1% | 1,154,762 | $89.5M |
| Royal Bank of Canada | 0.02% | Add +5.2% | 1,129,842 | $87.6M |
| Nuveen, LLC | 0.02% | Reduce -4.4% | 1,116,877 | $86.6M |
| Nordea Investment Management AB | 0.07% | Reduce -24.1% | 1,078,811 | $83.9M |
| Millennium Management | 0.06% | Reduce -7.6% | 984,384 | $76.3M |
| Alyeska Investment Group, L.P. | 0.20% | Add +365.3% | 930,534 | $72.1M |
| Qube Research & Technologies Ltd | 0.09% | New | 800,762 | $62.1M |
| Point72 Asset Management | 0.10% | Add +2297.0% | 767,720 | $59.5M |
| Zurich Insurance Group Ltd | 0.41% | New | 759,490 | $58.9M |
| Balyasny Asset Management L.P. | 0.11% | Add +20.1% | 700,748 | $54.3M |
| Algebris (uk) Ltd. | 4.36% | Add +79.7% | 699,806 | $54.3M |
| Quantinno Capital Management LP | 0.10% | Add +48.5% | 658,212 | $51.0M |
| Squarepoint Ops LLC | 0.10% | Add +89.3% | 642,331 | $49.8M |
| Caisse de depot et placement du Quebec | 0.08% | Add +20.0% | 621,059 | $48.1M |
| Ensign Peak Advisors, Inc | 0.08% | Reduce -13.1% | 600,257 | $46.5M |
| Allspring Global Investments Holdings, LLC | 0.07% | Reduce -12.3% | 575,063 | $44.4M |
| Marshall Wace, LLP | 0.04% | Add +507.4% | 561,154 | $43.5M |
| Neuberger Berman Group LLC | 0.03% | Add +15.5% | 559,657 | $43.4M |
| Sei Investments Co. | 0.04% | Add +11.3% | 554,012 | $42.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -10.6% | 548,703 | $42.5M |
| D. E. Shaw & Co. | 0.03% | Add +635.2% | 542,982 | $42.1M |
| Mercer Global Advisors Inc. | 0.06% | Add +88.0% | 540,144 | $42.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -19.0% | 540,839 | $41.9M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Add +103.0% | 521,352 | $40.4M |
| Vest Financial, LLC | 0.51% | Reduce -20.5% | 519,374 | $40.3M |
| Two Sigma Investments, LP | 0.06% | Reduce -41.0% | 509,814 | $39.5M |
| Jane Street Group, LLC | 0.05% | Add +357.6% | 502,756 | $39.0M |
| Bank of America Corp. | 0.00% | Reduce -3.6% | 489,580 | $37.9M |
| Grace & White Inc. | 6.84% | Reduce -1.1% | 488,230 | $37.8M |
| Swedbank AB | 0.04% | Add +148.3% | 467,505 | $36.2M |
| California Public Employees Retirement System | 0.02% | Reduce -18.3% | 461,161 | $35.7M |
| Rhumbline Advisers | 0.03% | Reduce -4.3% | 440,236 | $34.1M |
| ProShare Advisors LLC | 0.06% | Reduce -1.0% | 435,201 | $33.7M |
| Wedge Capital Management L L P | 0.60% | Reduce -14.6% | 429,129 | $33.3M |
| Retirement Systems of Alabama | 0.10% | Reduce -1.1% | 409,759 | $31.8M |
| Gillson Capital LP | 1.84% | Add +47.4% | 362,600 | $28.1M |
| Jacobs Levy Equity Management, Inc. | 0.11% | Add +0.3% | 358,829 | $27.8M |
| Franklin Resources Inc. | 0.01% | Reduce -6.9% | 346,790 | $26.9M |
| Canada Pension Plan Investment Board | 0.02% | Reduce -0.5% | 335,376 | $26.0M |
| Principal Financial Group Inc. | 0.01% | Reduce -4.9% | 331,449 | $25.7M |
| Truist Financial Corp. | 0.03% | Add +0.0% | 326,069 | $25.3M |
| Ameriprise Financial Inc. | 0.01% | Reduce -25.4% | 324,856 | $25.2M |
| Swiss National Bank | 0.01% | Reduce -0.7% | 319,000 | $24.7M |
| American Century Companies Inc. | 0.01% | Reduce -41.1% | 308,753 | $23.9M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.14% | Reduce -5.8% | 308,620 | $23.9M |
| Engineers Gate Manager LP | 0.27% | Add +10463.3% | 292,815 | $22.7M |
| LPL Financial LLC | 0.01% | Reduce -0.3% | 291,867 | $22.6M |
| Legal & General Group Plc | 0.00% | Reduce -25.6% | 286,492 | $22.2M |
| Freestone Grove Partners LP | 0.16% | Add +2.1% | 281,531 | $21.8M |
| Storebrand Asset Management As | 0.06% | No change | 276,562 | $21.4M |
| Alliancebernstein L.P. | 0.01% | Add +18.5% | 272,333 | $21.1M |
| HRT Financial LP | 0.06% | Reduce -10.2% | 265,416 | $20.6M |
| Amundi | 0.01% | Add +51.6% | 254,688 | $19.7M |
| Captrust Financial Advisors | 0.04% | Add +0.6% | 254,579 | $19.7M |
| Schonfeld Strategic Advisors LLC | 0.10% | Add +69.4% | 246,048 | $19.1M |
| Wellington Management Group LLP | 0.00% | New | 245,994 | $19.1M |
| Raymond James Financial Inc. | 0.01% | Reduce -7.6% | 245,930 | $19.1M |
| Bridgewater Associates | 0.07% | Reduce -44.6% | 241,414 | $18.7M |
| Citadel Advisors | 0.01% | Add +49.0% | 239,127 | $18.5M |
| Manufacturers Life Insurance Company, The | 0.02% | Reduce -9.2% | 234,534 | $18.2M |
| Gateway Investment Advisers LLC | 0.16% | Add +0.8% | 226,093 | $17.5M |
| Man Group plc | 0.03% | Reduce -7.8% | 224,791 | $17.4M |
| Voya Investment Management LLC | 0.02% | Reduce -4.1% | 221,527 | $17.2M |
| Deutsche Bank AG | 0.01% | Add +331.0% | 220,547 | $17.1M |
| Brandywine Global Investment Management, LLC | 0.11% | Add +20.0% | 211,266 | $16.4M |
| Tudor Investment Corporation | 0.09% | Add +38.7% | 203,088 | $15.7M |
| Hudson Bay Capital Management LP | 0.10% | Add +58.6% | 202,991 | $15.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +4.5% | 201,986 | $15.7M |
| McGowan Group Asset Management, Inc. | 1.84% | Reduce -0.2% | 189,347 | $14.7M |
| Stifel Financial Corp. | 0.01% | Reduce -4.2% | 183,679 | $14.2M |
| DekaBank Deutsche Girozentrale | 0.02% | No change | 250,712 | $14.0M |
| Barclays PLC | 0.01% | Reduce -46.5% | 180,122 | $14.0M |
| New York State Teachers Retirement System | 0.03% | Reduce -10.0% | 174,638 | $13.5M |
| South Dakota Investment Council | 0.26% | Add +2.6% | 173,957 | $13.5M |
| SG Americas Securities, LLC | 0.02% | Add +1167.7% | 153,696 | $11.9M |
| California State Teachers Retirement System | 0.01% | Reduce -5.8% | 153,587 | $11.9M |
| Interval Partners, LP | 0.28% | Add +113.8% | 153,056 | $11.9M |
| State Board of Administration of Florida Retirement System | 0.02% | No change | 146,280 | $11.3M |
| Corient Private Wealth LP | 0.01% | Add +7.1% | 140,209 | $10.9M |
"% of holder's portfolio" is UNM's weight in each manager's 13F, not the share of Unum Group the manager owns.