UNUM GROUP (UNM)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
721
Reporting holders
$12.9B
Reported value
87.7%
Of shares outstanding
4.3%
Held as options
+63
Holder change
Institutions report 138,758,979 shares against 158,306,798 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $1.6B | 17,994,655 | 0.02% | 8q | -1.3%-$21.3M |
| NORGES BANK | $1.2B | 13,256,645 | 0.12% | 32q | -7.4%-$94.0M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $767.8M | 8,587,898 | 0.03% | 2q | -8.0%-$67.2M |
| FMR LLC | $691.7M | 7,737,197 | 0.03% | 31q | +7.3%+$47.2M |
| VANGUARD CAPITAL MANAGEMENT LLC | $608.3M | 6,804,023 | 0.01% | 2q | -2.0%-$12.3M |
| TOMS Capital Investment Management LP | $561.0M | 1,275,000 | 12.00% | new | NEW |
| STATE STREET CORP | $453.2M | 5,069,408 | 0.01% | 31q | -1.5%-$7.0M |
| DIMENSIONAL FUND ADVISORS LP | $369.9M | 4,137,367 | 0.07% | 31q | +1.3%+$4.7M |
| MORGAN STANLEY | $290.5M | 3,249,453 | 0.02% | 35q | -2.5%-$7.6M |
| GEODE CAPITAL MANAGEMENT, LLC | $279.0M | 3,120,361 | 0.01% | 31q | -6.1%-$18.2M |
| AQR CAPITAL MANAGEMENT LLC | $266.2M | 2,988,552 | 0.09% | 31q | +56.6%+$96.2M |
| GOLDMAN SACHS GROUP INC | $186.0M | 1,916,545 | 0.02% | 31q | +21.2%+$32.5M |
| FIRST TRUST ADVISORS LP | $169.8M | 1,899,262 | 0.10% | 31q | -41.5%-$120.6M |
| Qube Research & Technologies Ltd | $168.8M | 1,887,949 | 0.16% | 3q | +118.9%+$91.7M |
| TWO SIGMA INVESTMENTS, LP | $158.0M | 1,759,799 | 0.11% | 31q | +15.4%+$21.1M |
| Nuveen, LLC | $157.6M | 1,762,384 | 0.04% | 6q | +48.8%+$51.7M |
| NORTHERN TRUST CORP | $151.9M | 1,699,338 | 0.02% | 31q | -1.5%-$2.3M |
| Woodline Partners LP | $148.9M | 1,665,459 | 0.46% | 10q | -9.1%-$14.9M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $134.4M | 1,503,280 | 0.06% | 15q | +138.0%+$77.9M |
| MILLENNIUM MANAGEMENT LLC | $123.7M | 1,383,673 | 0.04% | 31q | -17.6%-$26.4M |
| VICTORY CAPITAL MANAGEMENT INC | $123.3M | 1,378,987 | 0.07% | 31q | -16.2%-$23.9M |
| Bank of New York Mellon Corp | $109.2M | 1,221,361 | 0.02% | 31q | -6.2%-$7.2M |
| D. E. Shaw & Co., Inc. | $103.6M | 1,158,462 | 0.05% | 20q | +11.1%+$10.3M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $101.3M | 1,132,607 | 0.01% | 31q | -1.4%-$1.4M |
| Sixth Street Partners Management Company, L.P. | $101.3M | 1,132,607 | 0.01% | new | NEW |
| UBS Group AG | $99.5M | 1,109,567 | 0.01% | 31q | +36.7%+$26.7M |
| Balyasny Asset Management L.P. | $98.6M | 1,102,917 | 0.12% | 7q | -28.2%-$38.7M |
| ROYAL BANK OF CANADA | $92.1M | 1,029,814 | 0.01% | 31q | -0.5%-$498.9K |
| NORDEA INVESTMENT MANAGEMENT AB | $85.9M | 951,044 | 0.07% | 14q | -12.0%-$11.7M |
| JANE STREET GROUP, LLC | $85.3M | 866,985 | 0.01% | 28q | +16.4%+$12.0M |
| CANADA PENSION PLAN INVESTMENT BOARD | $84.1M | 940,681 | 0.05% | 19q | +12.0%+$9.0M |
| VANGUARD FIDUCIARY TRUST CO | $83.6M | 935,478 | 0.02% | 2q | -1.5%-$1.3M |
| Quantinno Capital Management LP | $78.3M | 876,245 | 0.09% | 25q | +16.2%+$10.9M |
| Point72 Asset Management, L.P. | $77.2M | 863,930 | 0.09% | 4q | -25.1%-$25.9M |
| Assenagon Asset Management S.A. | $76.4M | 854,728 | 0.05% | 2q | +269.1%+$55.7M |
| Invesco Ltd. | $68.2M | 763,330 | 0.01% | 31q | -9.5%-$7.1M |
| Zurich Insurance Group Ltd/FI | $61.8M | 691,751 | 0.43% | 3q | +22.3%+$11.3M |
| Swedbank AB | $61.3M | 686,077 | 0.05% | 4q | +38.3%+$17.0M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $58.1M | 650,000 | 0.08% | 8q | -67.5%-$120.7M |
| DONALD SMITH & CO., INC. | $58.1M | 649,485 | 1.03% | 31q | -51.1%-$60.7M |
| Jain Global LLC | $56.7M | 633,694 | 0.22% | 3q | +6.5%+$3.5M |
| BANK OF AMERICA CORP /DE/ | $55.3M | 618,267 | 0.00% | 31q | +6.6%+$3.4M |
| CITADEL ADVISORS LLC | $54.3M | 339,678 | 0.01% | 31q | +34.5%+$13.9M |
| SEI INVESTMENTS CO | $54.0M | 603,779 | 0.05% | 31q | -0.8%-$429.8K |
| FRANKLIN RESOURCES INC | $49.2M | 550,829 | 0.01% | 31q | +17.7%+$7.4M |
| Freestone Grove Partners LP | $49.1M | 548,830 | 0.32% | 7q | +45.6%+$15.4M |
| JPMORGAN CHASE & CO | $46.7M | 514,225 | 0.00% | 31q | -22.5%-$13.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $45.5M | 508,944 | 0.01% | 31q | -6.5%-$3.2M |
| Ensign Peak Advisors, Inc | $44.4M | 496,562 | 0.07% | 27q | -57.5%-$60.1M |
| Allspring Global Investments Holdings, LLC | $44.0M | 481,871 | 0.07% | 19q | +7.9%+$3.2M |
| GRACE & WHITE INC /NY | $43.6M | 487,610 | 6.90% | 31q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $42.1M | 216,145 | 0.00% | 31q | +149.5%+$25.2M |
| Epoch Investment Partners, Inc. | $38.9M | 434,578 | 0.22% | new | NEW |
| NEUBERGER BERMAN GROUP LLC | $37.4M | 418,461 | 0.02% | 31q | -2.0%-$770.4K |
| Allianz Asset Management GmbH | $37.4M | 501,651 | 0.03% | 16q | +8.9%+$3.1M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $36.0M | 402,157 | 0.13% | 26q | +12.1%+$3.9M |
| RHUMBLINE ADVISERS | $35.9M | 401,010 | 0.03% | 31q | -6.2%-$2.4M |
| ALGEBRIS (UK) LTD | $35.4M | 397,355 | 2.33% | 5q | -57.9%-$48.7M |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $34.9M | 390,340 | 0.58% | 31q | -6.8%-$2.5M |
| DEUTSCHE BANK AG\ | $31.8M | 355,483 | 0.01% | 34q | +601.6%+$27.3M |
| Amundi | $30.4M | 340,443 | 0.01% | 15q | +1140.5%+$28.0M |
| ProShare Advisors LLC | $30.3M | 339,006 | 0.04% | 31q | HELD |
| PRINCIPAL FINANCIAL GROUP INC | $29.8M | 333,861 | 0.01% | 31q | -2.0%-$596.9K |
| Squarepoint Ops LLC | $29.5M | 257,658 | 0.03% | 12q | -49.3%-$28.7M |
| MERCER GLOBAL ADVISORS INC /ADV | $29.2M | 326,377 | 0.02% | 23q | +128.6%+$16.4M |
| Alyeska Investment Group, L.P. | $28.9M | 323,378 | 0.07% | 7q | -37.0%-$16.9M |
| TRUIST FINANCIAL CORP | $28.8M | 322,479 | 0.03% | 27q | HELD |
| Interval Partners, LP | $28.4M | 285,437 | 0.73% | 10q | -8.1%-$2.5M |
| California Public Employees Retirement System | $27.6M | 308,865 | 0.02% | 31q | -26.6%-$10.0M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $27.5M | 307,275 | 0.10% | 3q | +41877.5%+$27.4M |
| LPL Financial LLC | $27.2M | 304,046 | 0.01% | 31q | +2.9%+$773.2K |
| LAZARD ASSET MANAGEMENT LLC | $26.9M | 301,296 | 0.04% | 17q | +19.9%+$4.5M |
| Swiss National Bank | $26.1M | 291,700 | 0.01% | 31q | -7.2%-$2.0M |
| AMERIPRISE FINANCIAL INC | $26.0M | 291,213 | 0.01% | 31q | -54.3%-$31.0M |
| WELLINGTON MANAGEMENT GROUP LLP | $25.7M | 287,512 | 0.00% | 3q | -21.1%-$6.9M |
| Retirement Systems of Alabama | $24.6M | 275,334 | 0.07% | 31q | -20.0%-$6.2M |
| Corient Private Wealth LP | $24.4M | 371,575 | 0.02% | 15q | +79.2%+$10.8M |
| STOREBRAND ASSET MANAGEMENT AS | $24.4M | 272,593 | 0.06% | 3q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $24.1M | 269,039 | 0.04% | 31q | +5.2%+$1.2M |
| Engineers Gate Manager LP | $23.3M | 260,395 | 0.30% | 6q | -3.8%-$907.6K |
| CAPITAL FUND MANAGEMENT S.A. | $22.0M | 246,034 | 0.10% | 7q | +379.3%+$17.4M |
| Schonfeld Strategic Advisors LLC | $21.2M | 236,710 | 0.08% | 18q | -12.9%-$3.1M |
| GATEWAY INVESTMENT ADVISERS LLC | $21.1M | 235,636 | 0.21% | 26q | +3.5%+$707.0K |
| Caption Management, LLC | $21.0M | 147,614 | 0.10% | 2q | +1745.2%+$19.9M |
| Vest Financial, LLC | $20.5M | 228,993 | 0.21% | 11q | -41.8%-$14.7M |
| RAYMOND JAMES FINANCIAL INC | $20.4M | 228,137 | 0.01% | 7q | -5.5%-$1.2M |
| Bridgewater Associates, LP | $20.3M | 226,541 | 0.08% | 21q | -8.4%-$1.8M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $20.3M | 226,519 | 0.02% | 31q | -1.3%-$271.7K |
| Legal & General Group Plc | $19.7M | 220,109 | 0.00% | 31q | -7.2%-$1.5M |
| ALGERT GLOBAL LLC | $19.2M | 215,251 | 0.23% | 20q | -51.9%-$20.8M |
| Creative Planning | $18.2M | 204,086 | 0.01% | 31q | +32.2%+$4.4M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $16.6M | 185,738 | 0.07% | 3q | -24.3%-$5.3M |
| McGowan Group Asset Management, Inc. | $16.6M | 185,469 | 2.01% | 23q | -1.7%-$280.4K |
| Russell Investments Group, Ltd. | $16.4M | 183,823 | 0.01% | 31q | +33.7%+$4.1M |
| RENAISSANCE TECHNOLOGIES LLC | $16.2M | 181,400 | 0.02% | 2q | +88.0%+$7.6M |
| VOYA INVESTMENT MANAGEMENT LLC | $16.0M | 178,931 | 0.01% | 31q | -7.6%-$1.3M |
| BARCLAYS PLC | $15.6M | 174,115 | 0.00% | 31q | -12.4%-$2.2M |
| ALLIANCEBERNSTEIN L.P. | $15.4M | 210,359 | 0.01% | 31q | -23.2%-$4.6M |
| Trexquant Investment LP | $15.4M | 171,793 | 0.09% | 17q | +67.4%+$6.2M |
| ENVESTNET ASSET MANAGEMENT INC | $15.0M | 167,607 | 0.00% | 31q | +977.7%+$13.6M |
Showing the largest 100 of 763 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 721 | $12.9B | 138,758,979 | 113 | 256 | 197 | 4.3% |
| Q1 2026 | 658 | $9.0B | 122,131,345 | 81 | 220 | 220 | 1.1% |
| Q4 2025 | 657 | $11.0B | 141,195,487 | 74 | 171 | 232 | 0.4% |
| Q3 2025 | 628 | $10.1B | 128,837,080 | 46 | 181 | 264 | 1.0% |
| Q2 2025 | 684 | $12.0B | 147,377,340 | 66 | 238 | 226 | 0.6% |
| Q1 2025 | 680 | $12.2B | 149,488,914 | 90 | 187 | 253 | 0.4% |
| Q4 2024 | 639 | $10.9B | 148,166,821 | 82 | 182 | 221 | 1.3% |
| Q3 2024 | 576 | $9.1B | 150,852,075 | 76 | 179 | 194 | 1.1% |
| Q2 2024 | 531 | $7.9B | 153,224,074 | 51 | 168 | 186 | 0.9% |
| Q1 2024 | 526 | $8.9B | 164,495,568 | 68 | 154 | 190 | 1.0% |
| Q4 2023 | 514 | $7.4B | 161,851,314 | 41 | 160 | 189 | 1.0% |
| Q3 2023 | 512 | $7.8B | 156,136,927 | 50 | 147 | 196 | 1.6% |
| Q2 2023 | 485 | $7.7B | 157,301,141 | 68 | 145 | 162 | 2.1% |
| Q1 2023 | 449 | $6.7B | 167,536,327 | 51 | 150 | 161 | 1.9% |
| Q4 2022 | 421 | $5.9B | 142,888,852 | 55 | 117 | 147 | 1.6% |
| Q3 2022 | 496 | $6.7B | 170,543,499 | 62 | 156 | 186 | 1.8% |
| Q2 2022 | 489 | $5.9B | 169,346,650 | 76 | 148 | 161 | 2.3% |
| Q1 2022 | 467 | $5.5B | 170,032,809 | 73 | 131 | 146 | 3.4% |
| Q4 2021 | 445 | $4.2B | 167,490,754 | 44 | 129 | 172 | 2.5% |
| Q3 2021 | 452 | $4.3B | 166,717,687 | 62 | 171 | 130 | 1.9% |
| Q2 2021 | 448 | $5.0B | 171,879,219 | 45 | 168 | 137 | 1.6% |
| Q1 2021 | 461 | $4.8B | 167,516,322 | 72 | 147 | 145 | 2.3% |
| Q4 2020 | 444 | $4.0B | 171,997,048 | 73 | 112 | 168 | 1.5% |
| Q3 2020 | 391 | $3.0B | 176,513,661 | 36 | 127 | 155 | 1.2% |
| Q2 2020 | 412 | $3.2B | 188,145,052 | 65 | 139 | 152 | 1.3% |
| Q1 2020 | 416 | $2.8B | 187,688,672 | 47 | 163 | 146 | 0.6% |
| Q4 2019 | 467 | $5.7B | 194,284,914 | 46 | 150 | 174 | 1.1% |
| Q3 2019 | 460 | $5.9B | 195,358,812 | 35 | 174 | 167 | 0.8% |
| Q2 2019 | 490 | $6.8B | 199,565,029 | 39 | 189 | 167 | 1.4% |
| Q1 2019 | 512 | $6.7B | 196,214,272 | 60 | 165 | 182 | 0.5% |
| Q4 2018 | 498 | $6.0B | 202,884,242 | 10 | 11 | 6 | 0.5% |