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UNM — UNUM GROUP

Reported value held$7.97B
Funds holding (latest)44
SectorFinancials
Funds holding (Q2 2026)39
Institutional value$6.29B · 70.48M sh
New / Add / Cut / Exit2 / 20 / 17 / 2
Top-5 / Top-10 concentration64.5% / 78.8%
Institutional holdings change Accumulating +30.2% (+16.33M sh)
Institutional value change Up +59.6%

As of Q2 2026, 39 SEC-registered investment managers reported holding UNM (UNUM GROUP) in their latest 13F filings, with a combined reported value of $6.29B across 70.48M shares. That is +30.2% by share count (+16.33M shares) versus the previous quarter, while reported value moved +59.6%. Ownership is concentrated: the five largest holders account for 64.5% of reported value and the top ten for 78.8%.

Compared with the prior quarter, 2 opened new positions, 20 added to existing stakes, 17 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

UNM is classified in the Financials sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
BlackRock Inc history Q2 2026 17.99M $1.61B 0.03% Reduce
Vanguard Group history Q4 2025 18.17M $1.41B 0.02% Reduce
Norges Bank Investment Management history Q2 2026 13.26M $1.19B 0.12% Reduce
Fidelity Management & Research (FMR) history Q2 2026 7.74M $691.71M 0.03% Add
Morgan Stanley history Q2 2026 3.25M $290.50M 0.02% Reduce
Geode Capital Management history Q2 2026 3.12M $279.02M 0.01% Reduce
AQR Capital Management history Q2 2026 2.99M $266.19M 0.09% Add
Viking Global Investors history Q3 2023 4.78M $235.04M 0.96% Reduce
Goldman Sachs Group history Q2 2026 2.08M $185.99M 0.02% Add
Two Sigma Investments history Q2 2026 1.77M $157.98M 0.12% Add
Northern Trust Corp history Q2 2026 1.70M $151.92M 0.02% Reduce
Arrowstreet Capital history Q2 2026 1.50M $134.39M 0.06% Add
Millennium Management history Q2 2026 1.38M $123.70M 0.05% Reduce
BNY Mellon history Q2 2026 1.22M $109.19M 0.02% Reduce
D. E. Shaw & Co history Q2 2026 1.16M $103.57M 0.05% Add
Charles Schwab Investment Management history Q2 2026 1.13M $101.26M 0.01% Reduce
UBS Group AG history Q2 2026 1.11M $99.53M 0.01% Add
Balyasny Asset Management history Q2 2026 1.10M $98.60M 0.13% Reduce
CPP Investments history Q2 2026 940.68K $84.10M 0.05% Add
Point72 Asset Management history Q2 2026 863.93K $77.24M 0.09% Reduce

View all 44 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
BlackRock Inc — — — — — — — — — — — — 18.96M 19.28M 17.67M 18.28M 17.41M 17.05M 18.23M 17.99M
Norges Bank Investment Management — — — — — 10.39M — — — 13.06M — 14.64M — 13.75M — 13.79M — 14.31M — 13.26M
Fidelity Management & Research (FMR) 17.50M 17.40M 18.22M 18.06M 17.98M 17.80M 10.85M 12.35M 12.59M 14.73M 15.86M 16.27M 12.97M 8.45M 7.37M 6.70M 7.17M 7.43M 7.21M 7.74M
Morgan Stanley 1.62M 1.74M 1.56M 3.84M 3.95M 3.95M 3.65M 3.73M 3.55M 4.05M 4.23M 4.02M 3.77M 3.78M 3.44M 3.87M 3.39M 3.26M 3.33M 3.25M
Geode Capital Management 2.85M 2.96M 2.77M 2.70M 2.64M 2.69M 2.86M 2.90M 2.87M 2.96M 3.06M 3.10M 3.03M 2.98M 3.12M 3.34M 3.39M 3.27M 3.32M 3.12M
AQR Capital Management 1.30M 1.20M 1.28M 1.10M 1.53M 2.50M 3.48M 3.23M 3.55M 3.58M 3.75M 3.37M 2.80M 2.44M 2.15M 1.73M 2.34M 2.15M 1.91M 2.99M
Goldman Sachs Group 1.75M 2.54M 3.36M 2.64M 2.66M 2.47M 1.77M 1.74M 1.73M 2.02M 1.91M 2.23M 2.16M 1.90M 1.58M 1.52M 1.51M 1.24M 1.58M 2.08M
Two Sigma Investments 1.57M 1.44M 802.07K 270.78K 224.56K 553.00K 824.58K 349.75K 50.21K 1.24M 1.01M 665.93K 698.04K 325.92K 219.08K 380.38K 864.49K 509.81K 1.52M 1.77M
Northern Trust Corp 1.98M 1.90M 1.82M 1.73M 1.65M 1.73M 1.73M 1.66M 1.56M 1.55M 1.31M 1.43M 1.45M 1.93M 1.88M 1.82M 1.76M 1.71M 1.72M 1.70M
Arrowstreet Capital 4.59M 4.92M — — — 227.45K 353.79K 573.82K 1.11M 1.65M 3.15M 3.30M 3.00M 1.71M 873.29K 325.18K 256.81K 521.35K 631.69K 1.50M
Millennium Management 617.49K 1.49M 317.38K 629.22K 1.27M 1.26M 1.13M 908.94K 737.97K 1.82M 1.22M 838.81K 948.84K 1.15M 640.07K 1.06M 1.07M 984.38K 1.68M 1.38M
BNY Mellon 3.70M 3.62M 3.26M 3.28M 2.80M 2.58M 2.64M 2.58M 2.51M 2.29M 2.18M 2.17M 1.97M 1.89M 1.87M 1.84M 1.79M 1.67M 1.30M 1.22M
D. E. Shaw & Co 417.02K 1.12M 36.22K 62.20K 129.90K 170.54K 142.28K 381.83K 345.46K 1.23M 706.79K 688.68K 468.37K 70.74K 25.86K 29.34K 73.86K 542.98K 1.04M 1.16M
Charles Schwab Investment Management 3.84M 4.01M 4.29M 4.44M 4.62M 4.81M 4.54M 4.68M 4.19M 4.16M 5.45M 5.45M 5.50M 5.55M 5.82M 5.69M 5.63M 5.65M 1.15M 1.13M
UBS Group AG 573.31K 503.96K 476.35K 413.64K 400.71K 380.60K 494.92K 349.69K 562.52K 684.40K 323.78K 392.66K 400.72K 1.25M 735.20K 1.22M 1.29M 1.36M 811.47K 1.11M
Balyasny Asset Management — — — 45.67K — — 859.80K 645.35K 55.98K 22.93K — 8.98K — 1.56M 1.49M 1.02M 1.08M 700.75K 1.54M 1.10M
CPP Investments — 150.00K 160.50K 8.20K 62.30K 137.70K 61.30K 63.00K 88.00K 88.00K 88.00K 88.00K 88.00K 20.10K 1.70K 1.70K 337.08K 335.38K 840.10K 940.68K
Point72 Asset Management 315.30K — 506.60K 896.80K 1.17M 1.36M 971.10K 1.17M 1.08M 408.09K 262.60K 395.15K 489.30K 590.27K 192.24K — 32.03K 767.72K 1.15M 863.93K
Invesco Ltd 2.86M 2.85M 2.63M 2.39M 2.37M 2.47M 1.49M 1.48M 1.72M 1.75M 1.37M 1.45M 812.50K 891.33K 2.28M 2.17M 1.67M 1.65M 843.16K 763.33K
Bank of America Corp 576.58K 594.11K 620.36K 518.23K 513.14K 642.13K 543.42K 543.97K 524.74K 408.96K 602.56K 552.18K 447.95K 360.63K 519.75K 525.22K 507.97K 489.58K 580.23K 618.27K

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