Who owns UNM (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-Q1 13F filings. 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
106 tracked funds added or opened UNM while 185 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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, VANGUARD GROUP 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 2025-Q4 and 2026-Q1, across 691 tracked filers holding UNM, 347 increased or opened the position and 340 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
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 2025-Q4 and 2026-Q1 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 27
- VANGUARD PORTFOLIO MANAGEMENT LLC$682M
- VANGUARD CAPITAL MANAGEMENT LLC$507M
- VANGUARD FIDUCIARY TRUST CO$69M
- Assenagon Asset Management S.A.$17M
- VANGUARD ASSET MANAGEMENT, Ltd$10M
- RENAISSANCE TECHNOLOGIES LLC$7M
Full exits 47
- VANGUARD GROUP INC$1.4B
- MARSHALL WACE, LLP$43M
- VIRGINIA RETIREMENT SYSTEMS ET Al$24M
- Brandywine Global Investment Management, LLC$16M
- TUDOR INVESTMENT CORP ET AL$16M
- Mirae Asset Global Investments Co., Ltd.$11M
Largest adds
- TWO SIGMA INVESTMENTS, LP$72M
- BALYASNY ASSET MANAGEMENT L.P.$58M
- ADAGE CAPITAL PARTNERS GP, L.L.C.$49M
- MILLENNIUM MANAGEMENT LLC$46M
- Jain Global LLC$43M
- CANADA PENSION PLAN INVESTMENT BOARD$35M
Largest trims
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$354M
- BlackRock, Inc.$150M
- FIRST TRUST ADVISORS LP$126M
- Invesco Ltd.$79M
- Allianz Asset Management GmbH$56M
- FMR LLC$49M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 16,037,887 | $1.2B | 10.7% | 2026-Q1 |
| NORGES BANK trimmed | 13,059,818 | $1.1B | 9.8% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 9,339,402 | $682M | 6.3% | 2026-Q1 |
| FMR LLC trimmed | 7,209,241 | $526M | 4.8% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 6,941,460 | $507M | 4.6% | 2026-Q1 |
| STATE STREET CORP trimmed | 5,147,425 | $376M | 3.4% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 4,084,382 | $298M | 2.7% | 2026-Q1 |
| MORGAN STANLEY added | 3,334,475 | $244M | 2.2% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 3,323,897 | $243M | 2.2% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 3,247,940 | $237M | 2.2% | 2026-Q1 |
| LSV ASSET MANAGEMENT trimmed | 2,583,072 | $189M | 1.7% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 2,000,000 | $146M | 1.3% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 1,902,083 | $139M | 1.3% | 2026-Q1 |
| Woodline Partners LP added | 1,831,943 | $134M | 1.2% | 2026-Q1 |
| NORTHERN TRUST CORP added | 1,724,852 | $126M | 1.2% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 1,678,632 | $123M | 1.1% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 1,646,188 | $120M | 1.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 1,581,728 | $116M | 1.1% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 1,536,324 | $112M | 1.0% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 1,524,728 | $111M | 1.0% | 2026-Q1 |
| DONALD SMITH & CO., INC. added | 1,327,932 | $97M | 0.9% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 1,302,397 | $95M | 0.9% | 2026-Q1 |
| Nuveen, LLC added | 1,184,596 | $87M | 0.8% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 1,153,852 | $84M | 0.8% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 1,148,583 | $84M | 0.8% | 2026-Q1 |
| NORDEA INVESTMENT MANAGEMENT AB added | 1,080,371 | $79M | 0.7% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 1,037,776 | $76M | 0.7% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 1,035,394 | $76M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 949,530 | $69M | 0.6% | 2026-Q1 |
| ALGEBRIS (UK) LTD added | 944,320 | $69M | 0.6% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 862,667 | $63M | 0.6% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 840,100 | $61M | 0.6% | 2026-Q1 |
| UBS Group AG trimmed | 811,472 | $59M | 0.5% | 2026-Q1 |
| Quantinno Capital Management LP added | 754,335 | $55M | 0.5% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 744,753 | $54M | 0.5% | 2026-Q1 |
| Invesco Ltd. trimmed | 664,802 | $49M | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 663,211 | $48M | 0.4% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 631,694 | $46M | 0.4% | 2026-Q1 |
| SEI INVESTMENTS CO added | 608,586 | $44M | 0.4% | 2026-Q1 |
| Jain Global LLC added | 595,044 | $43M | 0.4% | 2026-Q1 |
| Ensign Peak Advisors, Inc trimmed | 584,235 | $43M | 0.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 580,230 | $42M | 0.4% | 2026-Q1 |
| Zurich Insurance Group Ltd/FI trimmed | 565,595 | $41M | 0.4% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 544,497 | $40M | 0.4% | 2026-Q1 |
| HRT FINANCIAL LP added | 540,010 | $39M | 0.4% | 2026-Q1 |
| Alyeska Investment Group, L.P. trimmed | 512,917 | $37M | 0.3% | 2026-Q1 |
| Squarepoint Ops LLC trimmed | 508,280 | $37M | 0.3% | 2026-Q1 |
| Swedbank AB added | 496,077 | $36M | 0.3% | 2026-Q1 |
| GRACE & WHITE INC /NY | 488,230 | $36M | 0.3% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 468,074 | $34M | 0.3% | 2026-Q1 |
| Allianz Asset Management GmbH trimmed | 460,469 | $34M | 0.3% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC trimmed | 446,650 | $33M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 427,395 | $31M | 0.3% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC trimmed | 427,079 | $31M | 0.3% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 420,646 | $31M | 0.3% | 2026-Q1 |
| WEDGE CAPITAL MANAGEMENT L L P/NC trimmed | 418,832 | $31M | 0.3% | 2026-Q1 |
| Vest Financial, LLC trimmed | 393,710 | $29M | 0.3% | 2026-Q1 |
| Freestone Grove Partners LP added | 377,061 | $28M | 0.3% | 2026-Q1 |
| Gillson Capital LP added | 372,800 | $27M | 0.2% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 364,253 | $27M | 0.2% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 358,829 | $26M | 0.2% | 2026-Q1 |
| Retirement Systems of Alabama trimmed | 344,289 | $25M | 0.2% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 340,538 | $25M | 0.2% | 2026-Q1 |
| ProShare Advisors LLC trimmed | 338,904 | $25M | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 321,906 | $24M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 318,791 | $23M | 0.2% | 2026-Q1 |
| Swiss National Bank trimmed | 314,500 | $23M | 0.2% | 2026-Q1 |
| Interval Partners, LP added | 310,600 | $23M | 0.2% | 2026-Q1 |
| LPL Financial LLC added | 295,397 | $22M | 0.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 274,009 | $21M | 0.2% | 2026-Q1 |
| STOREBRAND ASSET MANAGEMENT AS trimmed | 272,593 | $20M | 0.2% | 2026-Q1 |
| Schonfeld Strategic Advisors LLC added | 271,913 | $20M | 0.2% | 2026-Q1 |
| Engineers Gate Manager LP trimmed | 270,547 | $20M | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 255,634 | $19M | 0.2% | 2026-Q1 |
| DekaBank Deutsche Girozentrale | 250,712 | $19M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 252,591 | $18M | 0.2% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC added | 251,221 | $18M | 0.2% | 2026-Q1 |
| Bridgewater Associates, LP added | 247,227 | $18M | 0.2% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 245,290 | $18M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 241,425 | $18M | 0.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 237,172 | $17M | 0.2% | 2026-Q1 |
| Assenagon Asset Management S.A. added | 231,586 | $17M | 0.2% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 229,558 | $17M | 0.2% | 2026-Q1 |
| SG Americas Securities, LLC added | 228,473 | $17M | 0.2% | 2026-Q1 |
| GATEWAY INVESTMENT ADVISERS LLC added | 227,728 | $17M | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 225,826 | $16M | 0.2% | 2026-Q1 |
| ALGERT GLOBAL LLC added | 223,781 | $16M | 0.1% | 2026-Q1 |
| Corient Private Wealth LLC added | 207,360 | $15M | 0.1% | 2026-Q1 |
| Man Group plc trimmed | 202,661 | $15M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 17,912,766 | $1.4B | 12.7% | 2025-Q4 stale |
| Teewinot Capital Advisers, L.L.C. new | 722,815 | $59M | 0.5% | 2025-Q1 stale |
| MARSHALL WACE, LLP added | 561,154 | $43M | 0.4% | 2025-Q4 stale |
| Junto Capital Management LP new | 319,245 | $26M | 0.2% | 2025-Q1 stale |
| VIRGINIA RETIREMENT SYSTEMS ET Al trimmed | 308,620 | $24M | 0.2% | 2025-Q4 stale |
| BOONE CAPITAL MANAGEMENT LLC trimmed | 281,790 | $23M | 0.2% | 2025-Q2 stale |
| D. SCOTT NEAL, INC. trimmed | 257,423 | $20M | 0.2% | 2025-Q3 stale |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 205,889 | $17M | 0.2% | 2025-Q2 stale |
| Brandywine Global Investment Management, LLC added | 211,266 | $16M | 0.2% | 2025-Q4 stale |
| AXA S.A. trimmed | 201,228 | $16M | 0.1% | 2025-Q2 stale |
| TUDOR INVESTMENT CORP ET AL added | 203,088 | $16M | 0.1% | 2025-Q4 stale |
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.