Who owns Unum Group (UNM)
Which tracked institutional funds hold UNM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See UNM company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on UNM is one-sided between 2026-Q1 and 2026-Q2: 284 added or opened and 90 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
UNM’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes UNM more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in UNM divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 718 tracked filers holding UNM, 392 increased or opened the position and 314 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in UNM between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 40
- TOMS Capital Investment Management LP$114M
- Epoch Investment Partners, Inc.$39M
- TD Asset Management Inc$13M
- IFG Advisory, LLC$10M
- CAPITOLIS LIQUID GLOBAL MARKETS LLC$10M
- Jupiter Topco LLC$9M
Full exits 49
- LSV ASSET MANAGEMENT$189M
- HRT FINANCIAL LP$39M
- Gillson Capital LP$27M
- DekaBank Deutsche Girozentrale$19M
- SG Americas Securities, LLC$17M
- South Dakota Investment Council$12M
Largest adds
- BlackRock, Inc.$437M
- FMR LLC$165M
- AQR CAPITAL MANAGEMENT LLC$127M
- NORGES BANK$121M
- Qube Research & Technologies Ltd$106M
- VANGUARD CAPITAL MANAGEMENT LLC$101M
Largest trims
- ADAGE CAPITAL PARTNERS GP, L.L.C.$88M
- FIRST TRUST ADVISORS LP$67M
- DONALD SMITH & CO., INC.$39M
- ALGEBRIS (UK) LTD$33M
- Squarepoint Ops LLC$14M
- BALYASNY ASSET MANAGEMENT L.P.$14M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 17,994,655 | $1.6B | 14.3% | 2026-Q2 |
| NORGES BANK added | 13,256,645 | $1.2B | 10.5% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 8,587,898 | $768M | 6.8% | 2026-Q2 |
| FMR LLC added | 7,737,197 | $692M | 6.1% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 6,804,023 | $608M | 5.4% | 2026-Q2 |
| STATE STREET CORP trimmed | 5,069,408 | $453M | 4.0% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 4,137,367 | $370M | 3.3% | 2026-Q2 |
| MORGAN STANLEY trimmed | 3,249,453 | $291M | 2.6% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 3,120,361 | $279M | 2.5% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 2,988,552 | $266M | 2.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 1,916,545 | $171M | 1.5% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 1,899,262 | $170M | 1.5% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 1,887,949 | $169M | 1.5% | 2026-Q2 |
| Nuveen, LLC added | 1,762,384 | $158M | 1.4% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 1,759,799 | $157M | 1.4% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 1,699,338 | $152M | 1.3% | 2026-Q2 |
| Woodline Partners LP trimmed | 1,665,459 | $149M | 1.3% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 1,503,280 | $134M | 1.2% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 1,383,673 | $124M | 1.1% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 1,378,987 | $123M | 1.1% | 2026-Q2 |
| TOMS Capital Investment Management LP new | 1,275,000 | $114M | 1.0% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 1,221,361 | $109M | 1.0% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 1,158,462 | $104M | 0.9% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 1,132,607 | $101M | 0.9% | 2026-Q2 |
| UBS Group AG added | 1,109,567 | $99M | 0.9% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 1,102,917 | $99M | 0.9% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 1,029,814 | $92M | 0.8% | 2026-Q2 |
| NORDEA INVESTMENT MANAGEMENT AB trimmed | 951,044 | $86M | 0.8% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 940,681 | $84M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 935,478 | $84M | 0.7% | 2026-Q2 |
| Quantinno Capital Management LP added | 876,245 | $78M | 0.7% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 866,985 | $78M | 0.7% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 863,930 | $77M | 0.7% | 2026-Q2 |
| Invesco Ltd. added | 763,330 | $68M | 0.6% | 2026-Q2 |
| Zurich Insurance Group Ltd/FI added | 691,751 | $62M | 0.5% | 2026-Q2 |
| Swedbank AB added | 686,077 | $61M | 0.5% | 2026-Q2 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed | 650,000 | $58M | 0.5% | 2026-Q2 |
| DONALD SMITH & CO., INC. trimmed | 649,485 | $58M | 0.5% | 2026-Q2 |
| Jain Global LLC added | 633,694 | $57M | 0.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 618,267 | $55M | 0.5% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 603,779 | $54M | 0.5% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 550,829 | $49M | 0.4% | 2026-Q2 |
| Freestone Grove Partners LP added | 548,830 | $49M | 0.4% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 514,225 | $47M | 0.4% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 508,944 | $45M | 0.4% | 2026-Q2 |
| Allianz Asset Management GmbH added | 501,651 | $37M | 0.3% | 2026-Q2 |
| Ensign Peak Advisors, Inc trimmed | 496,562 | $44M | 0.4% | 2026-Q2 |
| GRACE & WHITE INC /NY trimmed | 487,610 | $44M | 0.4% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 481,871 | $44M | 0.4% | 2026-Q2 |
| Epoch Investment Partners, Inc. new | 434,578 | $39M | 0.3% | 2026-Q2 |
| Assenagon Asset Management S.A. added | 427,364 | $38M | 0.3% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC trimmed | 418,461 | $37M | 0.3% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 402,157 | $36M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 401,010 | $36M | 0.3% | 2026-Q2 |
| ALGEBRIS (UK) LTD trimmed | 397,355 | $35M | 0.3% | 2026-Q2 |
| WEDGE CAPITAL MANAGEMENT L L P/NC trimmed | 390,340 | $35M | 0.3% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 355,483 | $32M | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 339,678 | $30M | 0.3% | 2026-Q2 |
| ProShare Advisors LLC added | 339,006 | $30M | 0.3% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 333,861 | $30M | 0.3% | 2026-Q2 |
| Alyeska Investment Group, L.P. trimmed | 323,378 | $29M | 0.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 322,479 | $29M | 0.3% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 308,865 | $28M | 0.2% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 307,275 | $27M | 0.2% | 2026-Q2 |
| LPL Financial LLC added | 304,046 | $27M | 0.2% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC added | 301,296 | $27M | 0.2% | 2026-Q2 |
| Swiss National Bank trimmed | 291,700 | $26M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 291,213 | $26M | 0.2% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 287,512 | $26M | 0.2% | 2026-Q2 |
| Interval Partners, LP trimmed | 285,437 | $26M | 0.2% | 2026-Q2 |
| Retirement Systems of Alabama trimmed | 275,334 | $25M | 0.2% | 2026-Q2 |
| STOREBRAND ASSET MANAGEMENT AS | 272,593 | $24M | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 269,039 | $24M | 0.2% | 2026-Q2 |
| Engineers Gate Manager LP trimmed | 260,395 | $23M | 0.2% | 2026-Q2 |
| Squarepoint Ops LLC trimmed | 257,658 | $23M | 0.2% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. added | 246,034 | $22M | 0.2% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC trimmed | 236,710 | $21M | 0.2% | 2026-Q2 |
| GATEWAY INVESTMENT ADVISERS LLC added | 235,636 | $21M | 0.2% | 2026-Q2 |
| Vest Financial, LLC trimmed | 228,993 | $20M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 228,137 | $20M | 0.2% | 2026-Q2 |
| Bridgewater Associates, LP trimmed | 226,541 | $20M | 0.2% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 226,519 | $20M | 0.2% | 2026-Q2 |
| Legal & General Group Plc trimmed | 220,109 | $20M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 216,145 | $19M | 0.2% | 2026-Q2 |
| ALGERT GLOBAL LLC trimmed | 215,251 | $19M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 210,359 | $15M | 0.1% | 2026-Q2 |
| Creative Planning added | 204,086 | $18M | 0.2% | 2026-Q2 |
| VIRGINIA RETIREMENT SYSTEMS ET Al added | 202,416 | $18M | 0.2% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 185,738 | $17M | 0.1% | 2026-Q2 |
| McGowan Group Asset Management, Inc. trimmed | 185,469 | $17M | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 183,823 | $16M | 0.1% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 181,400 | $16M | 0.1% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 178,931 | $16M | 0.1% | 2026-Q2 |
| BARCLAYS PLC trimmed | 174,115 | $16M | 0.1% | 2026-Q2 |
| Trexquant Investment LP added | 171,793 | $15M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 168,876 | $15M | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 167,607 | $15M | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 163,483 | $15M | 0.1% | 2026-Q2 |
| ExodusPoint Capital Management, LP added | 159,737 | $14M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 154,715 | $14M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.