UNM — UNUM GROUP
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.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| 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 |
New Positions (Q2 2026)
- JPMorgan Chase & Co 514.23K sh · $46.72M
- Marshall Wace 37.00K sh · $3.31M
Fully Exited (vs previous quarter)
- Moore Capital Management sold 458.94K sh · $33.52M
- Janus Henderson Group sold 104.37K sh · $7.62M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 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 |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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