Unum GroupUNM
13F holders, Q1 2026 (March 31)701holders +2
81new positions
72sold out
8famous investors
$73.04avg. 13F price*
At the end of Q1 2026, 701 institutions reported holding Unum Group (UNM) in their 13F filings, up 2 from Q4 2025. 81 opened new positions and 72 sold out. The largest holders were BlackRock, Inc. ($1.3B), Vanguard Portfolio Management LLC ($682.1M) and FMR LLC ($526.5M). 8 famous investors held it, including Steve Cohen (0.2% of Point72 Asset Management's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Ray Dalio (0.1% of Bridgewater Associates's portfolio).
- Company
- Unum Group
- CUSIP
- 91529Y106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 81 | $66.9M |
| Exits | 72 | $168.1M |
All 13F filers, Q4 2025 → Q1 2026: 12,154,927 shares bought and 15,833,052 shares sold, net −3,678,125 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 701 holders
| BlackRock, Inc. | 0.02% | Add +7.0% | 18,232,504 | $1.3B |
| Vanguard Portfolio Management LLC | 0.04% | — | 9,339,402 | $682.1M |
| FMR LLC | 0.03% | Reduce -3.0% | 7,209,241 | $526.5M |
| Vanguard Capital Management LLC | 0.01% | — | 6,941,460 | $506.9M |
| State Street Corp. | 0.01% | Reduce -3.4% | 5,147,425 | $375.9M |
| Dimensional Fund Advisors LP | 0.06% | Add +7.7% | 4,084,382 | $298.3M |
| Morgan Stanley | 0.01% | Add +2.3% | 3,334,475 | $243.5M |
| Geode Capital Management, LLC | 0.02% | Add +1.6% | 3,323,897 | $242.8M |
| First Trust Advisors LP | 0.17% | Reduce -30.6% | 3,247,940 | $237.2M |
| LSV Asset Management | 0.41% | Reduce -3.1% | 2,583,072 | $188.6M |
| Adage Capital Partners Gp, L.L.C. | 0.23% | Add +60.0% | 2,000,000 | $146.1M |
| AQR Capital Management | 0.06% | Reduce -11.4% | 1,908,027 | $139.3M |
| Woodline Partners LP | 0.51% | Add +29.7% | 1,831,943 | $133.8M |
| Northern Trust Corp. | 0.02% | Add +1.2% | 1,724,852 | $126.0M |
| Millennium Management | 0.10% | Add +70.5% | 1,678,632 | $122.6M |
| Victory Capital Management Inc. | 0.08% | Reduce -8.4% | 1,646,188 | $120.2M |
| Goldman Sachs Group Inc. | 0.02% | Add +26.8% | 1,581,728 | $115.5M |
| Balyasny Asset Management L.P. | 0.23% | Add +119.2% | 1,536,324 | $112.2M |
| Two Sigma Investments, LP | 0.10% | Add +199.1% | 1,524,728 | $111.4M |
| Donald Smith & Co., Inc. | 1.74% | Add +1.0% | 1,327,932 | $97.0M |
| Bank of New York Mellon Corp | 0.02% | Reduce -22.0% | 1,302,397 | $95.1M |
| Nuveen, LLC | 0.02% | Add +6.1% | 1,184,596 | $86.5M |
| Point72 Asset Management | 0.15% | Add +50.3% | 1,153,852 | $84.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -79.7% | 1,148,583 | $83.9M |
| Nordea Investment Management AB | 0.07% | Add +0.1% | 1,080,371 | $78.6M |
| D. E. Shaw & Co. | 0.06% | Add +92.1% | 1,042,923 | $76.2M |
| Royal Bank of Canada | 0.01% | Reduce -8.4% | 1,035,394 | $75.6M |
| Vanguard Fiduciary Trust Co. | 0.02% | — | 949,530 | $69.3M |
| Algebris (uk) Ltd. | 5.04% | Add +34.9% | 944,320 | $68.8M |
| Qube Research & Technologies Ltd | 0.09% | Add +7.7% | 862,667 | $63.0M |
| Invesco Ltd. | 0.01% | Reduce -48.8% | 843,162 | $61.6M |
| Canada Pension Plan Investment Board | 0.04% | Add +150.5% | 840,100 | $61.4M |
| UBS Group AG | 0.01% | Reduce -40.2% | 811,472 | $59.3M |
| Quantinno Capital Management LP | 0.09% | Add +14.6% | 754,335 | $55.1M |
| Jane Street Group, LLC | 0.06% | Add +48.1% | 744,753 | $54.4M |
| JPMorgan Chase & Co. | 0.00% | Add +22.6% | 663,211 | $48.4M |
| Arrowstreet Capital, Limited Partnership | 0.03% | Add +21.2% | 631,694 | $46.1M |
| Sei Investments Co. | 0.04% | Add +9.8% | 608,586 | $44.4M |
| Jain Global LLC | 0.59% | Add +13513.5% | 595,044 | $43.5M |
| Ensign Peak Advisors, Inc | 0.08% | Reduce -2.7% | 584,235 | $42.7M |
| Bank of America Corp. | 0.00% | Add +18.5% | 580,230 | $42.4M |
| Zurich Insurance Group Ltd | 0.32% | Reduce -25.5% | 565,595 | $41.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -0.8% | 544,497 | $39.8M |
| HRT Financial LP | 0.10% | Add +103.5% | 540,010 | $39.4M |
| Alyeska Investment Group, L.P. | 0.11% | Reduce -44.9% | 512,917 | $37.5M |
| Squarepoint Ops LLC | 0.08% | Reduce -20.9% | 508,280 | $37.1M |
| Swedbank AB | 0.04% | Add +6.1% | 496,077 | $36.2M |
| Grace & White Inc. | 6.39% | No change | 488,230 | $35.7M |
| Franklin Resources Inc. | 0.01% | Add +35.0% | 468,074 | $34.2M |
| Allianz Asset Management GmbH | 0.04% | Reduce -60.1% | 460,469 | $33.6M |
| Allspring Global Investments Holdings, LLC | 0.06% | Reduce -22.3% | 446,650 | $33.0M |
| Rhumbline Advisers | 0.03% | Reduce -2.9% | 427,395 | $31.2M |
| Neuberger Berman Group LLC | 0.02% | Reduce -23.7% | 427,079 | $31.2M |
| California Public Employees Retirement System | 0.02% | Reduce -8.8% | 420,646 | $30.7M |
| Wedge Capital Management L L P | 0.56% | Reduce -2.4% | 418,832 | $30.6M |
| Vest Financial, LLC | 0.35% | Reduce -24.2% | 393,710 | $28.8M |
| Freestone Grove Partners LP | 0.20% | Add +33.9% | 377,061 | $27.5M |
| Gillson Capital LP | 2.23% | Add +2.8% | 372,800 | $27.2M |
| Wellington Management Group LLP | 0.01% | Add +48.1% | 364,253 | $26.6M |
| Jacobs Levy Equity Management, Inc. | 0.11% | No change | 358,829 | $26.2M |
| Retirement Systems of Alabama | 0.08% | Reduce -16.0% | 344,289 | $25.1M |
| Principal Financial Group Inc. | 0.01% | Add +2.7% | 340,538 | $24.9M |
| ProShare Advisors LLC | 0.04% | Reduce -22.1% | 338,904 | $24.8M |
| Truist Financial Corp. | 0.03% | Reduce -1.3% | 321,906 | $23.5M |
| Ameriprise Financial Inc. | 0.01% | Reduce -1.9% | 318,791 | $23.3M |
| Swiss National Bank | 0.01% | Reduce -1.4% | 314,500 | $23.0M |
| Interval Partners, LP | 0.78% | Add +102.9% | 310,600 | $22.7M |
| LPL Financial LLC | 0.01% | Add +1.2% | 295,397 | $21.6M |
| Alliancebernstein L.P. | 0.01% | Add +0.6% | 274,009 | $21.2M |
| Storebrand Asset Management As | 0.06% | Reduce -1.4% | 272,593 | $19.9M |
| Schonfeld Strategic Advisors LLC | 0.16% | Add +10.5% | 271,913 | $19.9M |
| Engineers Gate Manager LP | 0.25% | Reduce -7.6% | 270,547 | $19.8M |
| Captrust Financial Advisors | 0.03% | Add +0.4% | 255,634 | $18.7M |
| DekaBank Deutsche Girozentrale | 0.03% | No change | 250,712 | $18.6M |
| Citadel Advisors | 0.01% | Add +5.6% | 252,591 | $18.4M |
| Lazard Asset Management LLC | 0.03% | Add +346.6% | 251,221 | $18.3M |
| Bridgewater Associates | 0.08% | Add +2.4% | 247,227 | $18.1M |
| Voloridge Investment Management, LLC | 0.07% | Add +211.7% | 245,290 | $17.9M |
| Raymond James Financial Inc. | 0.01% | Reduce -1.8% | 241,425 | $17.6M |
| Legal & General Group Plc | 0.00% | Reduce -17.2% | 237,172 | $17.3M |
| Assenagon Asset Management S.A. | 0.03% | New | 231,586 | $16.9M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -2.1% | 229,558 | $16.8M |
| SG Americas Securities, LLC | 0.02% | Add +48.6% | 228,473 | $16.7M |
| Gateway Investment Advisers LLC | 0.19% | Add +0.7% | 227,728 | $16.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +11.8% | 225,826 | $16.5M |
| Algert Global LLC | 0.25% | Add +84.6% | 223,781 | $16.3M |
| Corient Private Wealth LP | 0.02% | Add +47.9% | 207,360 | $15.1M |
| Man Group plc | 0.03% | Reduce -9.8% | 202,661 | $14.8M |
| Barclays PLC | 0.01% | Add +10.4% | 198,840 | $14.5M |
| Voya Investment Management LLC | 0.02% | Reduce -12.6% | 193,681 | $14.1M |
| McGowan Group Asset Management, Inc. | 1.75% | Reduce -0.4% | 188,606 | $13.8M |
| California State Teachers Retirement System | 0.01% | Add +22.6% | 188,283 | $13.8M |
| South Dakota Investment Council | 0.24% | Reduce -2.6% | 169,405 | $12.4M |
| New York State Teachers Retirement System | 0.02% | Reduce -4.7% | 166,452 | $12.2M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.09% | Reduce -49.2% | 156,916 | $11.5M |
| Creative Planning | 0.01% | Add +48.1% | 154,340 | $11.3M |
| Hudson Bay Capital Management LP | 0.07% | Reduce -25.0% | 152,257 | $11.1M |
| Stifel Financial Corp. | 0.01% | Reduce -18.8% | 149,154 | $10.9M |
| State Board of Administration of Florida Retirement System | 0.02% | No change | 146,280 | $10.7M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | — | 143,185 | $10.5M |
"% of holder's portfolio" is UNM's weight in each manager's 13F, not the share of Unum Group the manager owns.