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Security record · archived quarter

UNM

Unum Group · Financial Services · Insurance - Life

90.97 +1.4% mkt cap $14.40B quote delayed (FMP) · as of Aug 26 19:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
20Tracked holders
0Δ holders
65.21MShares held
$5.08BReported value
+2New positions
−3Exits
Stable Conviction score 38/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.2% · net new positions -5.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 143 +10 110.31M $9.85B +12 −1
Q1 2026 135 -4 95.38M $6.97B +6 −11
Q4 2025 139 +1 125.33M $9.71B +2
Q3 2025 20 0 65.21M $5.08B +2 −3
Q2 2025 18 -2 72.92M $5.89B −2
Q1 2025 17 0 28.63M $2.33B
Q4 2024 17 +1 30.70M $2.24B +1
Q3 2024 15 +1 27.16M $1.61B +2 −1
Q2 2024 14 27.43M $1.40B
Holder count
Who holds it · Q3 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 The Vanguard Group (passive) 18.66M -2.5% $1.45B 0.0% ▼ Trim 2 SEC ↗
2 The Vanguard Group (passive) 18.66M -2.5% $1.45B 0.0% ▼ Trim 2 SEC ↗
3 The Vanguard Group (passive) 18.66M -2.5% $1.45B 0.0% ▼ Trim 2 SEC ↗
4 The Vanguard Group (passive) 18.66M -2.5% $1.45B 0.0% ▼ Trim 2 SEC ↗
5 The Vanguard Group (passive) 18.66M -2.5% $1.45B 0.0% ▼ Trim 2 SEC ↗
6 BlackRock (passive) 17.41M -4.8% $1.35B 0.0% ▼ Trim 2 SEC ↗
7 BlackRock (passive) 17.41M -4.8% $1.35B 0.0% ▼ Trim 2 SEC ↗
8 BlackRock (passive) 17.41M -4.8% $1.35B 0.0% ▼ Trim 2 SEC ↗
9 BlackRock (passive) 17.41M -4.8% $1.35B 0.0% ▼ Trim 2 SEC ↗
10 BlackRock (passive) 17.41M -4.8% $1.35B 0.0% ▼ Trim 2 SEC ↗
11 BlackRock (passive) 17.41M -4.8% $1.35B 0.0% ▼ Trim 2 SEC ↗
12 BlackRock (passive) 17.41M -4.8% $1.35B 0.0% ▼ Trim 2 SEC ↗
13 BlackRock (passive) 17.41M -4.8% $1.35B 0.0% ▼ Trim 2 SEC ↗
14 BlackRock (passive) 17.41M -4.8% $1.35B 0.0% ▼ Trim 2 SEC ↗
15 BlackRock (passive) 17.41M -4.8% $1.35B 0.0% ▼ Trim 2 SEC ↗
16 BlackRock (passive) 17.41M -4.8% $1.35B 0.0% ▼ Trim 2 SEC ↗
17 BlackRock (passive) 17.41M -4.8% $1.35B 0.0% ▼ Trim 2 SEC ↗
18 BlackRock (passive) 17.41M -4.8% $1.35B 0.0% ▼ Trim 2 SEC ↗
19 BlackRock (passive) 17.41M -4.8% $1.35B 0.0% ▼ Trim 2 SEC ↗
20 BlackRock (passive) 17.41M -4.8% $1.35B 0.0% ▼ Trim 2 SEC ↗
21 BlackRock (passive) 17.41M -4.8% $1.35B 0.0% ▼ Trim 2 SEC ↗
22 BlackRock (passive) 17.41M -4.8% $1.35B 0.0% ▼ Trim 2 SEC ↗
23 BlackRock (passive) 17.41M -4.8% $1.35B 0.0% ▼ Trim 2 SEC ↗
24 Fidelity (FMR) 7.17M +7.0% $557.88M 0.0% ▲ Add 2 SEC ↗
25 Fidelity (FMR) 7.17M +7.0% $557.88M 0.0% ▲ Add 2 SEC ↗
26 Fidelity (FMR) 7.17M +7.0% $557.88M 0.0% ▲ Add 2 SEC ↗
27 Fidelity (FMR) 7.17M +7.0% $557.88M 0.0% ▲ Add 2 SEC ↗
28 Fidelity (FMR) 7.17M +7.0% $557.88M 0.0% ▲ Add 2 SEC ↗
29 Fidelity (FMR) 7.17M +7.0% $557.88M 0.0% ▲ Add 2 SEC ↗
30 State Street Global Advisors (passive) 5.51M -3.2% $428.26M 0.0% ▼ Trim 4 SEC ↗
31 Geode Capital Management (passive) 3.39M +1.4% $267.05M 0.0% ▲ Add 6 SEC ↗
32 Geode Capital Management (passive) 3.39M +1.4% $267.05M 0.0% ▲ Add 6 SEC ↗
33 Morgan Stanley 3.39M $263.62M 0.0% n/c 1 SEC ↗
34 Morgan Stanley 3.39M $263.62M 0.0% n/c 1 SEC ↗
35 Morgan Stanley 3.39M $263.62M 0.0% n/c 1 SEC ↗
36 Morgan Stanley 3.39M $263.62M 0.0% n/c 1 SEC ↗
37 Morgan Stanley 3.39M $263.62M 0.0% n/c 1 SEC ↗
38 Morgan Stanley 3.39M $263.62M 0.0% n/c 1 SEC ↗
39 Morgan Stanley 3.39M $263.62M 0.0% n/c 1 SEC ↗
40 Morgan Stanley 3.39M $263.62M 0.0% n/c 1 SEC ↗
41 Morgan Stanley 3.39M $263.62M 0.0% n/c 1 SEC ↗
42 Morgan Stanley 3.39M $263.62M 0.0% n/c 1 SEC ↗
43 Morgan Stanley 3.39M $263.62M 0.0% n/c 1 SEC ↗
44 Morgan Stanley 3.39M $263.62M 0.0% n/c 1 SEC ↗
45 Morgan Stanley 3.39M $263.62M 0.0% n/c 1 SEC ↗
46 Morgan Stanley 3.39M $263.62M 0.0% n/c 1 SEC ↗
47 Morgan Stanley 3.39M $263.62M 0.0% n/c 1 SEC ↗
48 Morgan Stanley 3.39M $263.62M 0.0% n/c 1 SEC ↗
49 AQR Capital Management 2.34M +35.1% $181.62M 0.1% ▲ Add 6 SEC ↗
50 AQR Capital Management 2.34M +35.1% $181.62M 0.1% ▲ Add 6 SEC ↗
51 AQR Capital Management 2.34M +35.1% $181.62M 0.1% ▲ Add 6 SEC ↗
52 AQR Capital Management 2.34M +35.1% $181.62M 0.1% ▲ Add 6 SEC ↗
53 AQR Capital Management 2.34M +35.1% $181.62M 0.1% ▲ Add 6 SEC ↗
54 Goldman Sachs Group 1.51M $117.41M 0.0% n/c 1 SEC ↗
55 Goldman Sachs Group 1.51M $117.41M 0.0% n/c 1 SEC ↗
56 Goldman Sachs Group 1.51M $117.41M 0.0% n/c 1 SEC ↗
57 Goldman Sachs Group 1.51M $117.41M 0.0% n/c 1 SEC ↗
58 JPMorgan Chase 1.34M $103.85M 0.0% n/c 1 SEC ↗
59 JPMorgan Chase 1.34M $103.85M 0.0% n/c 1 SEC ↗
60 JPMorgan Chase 1.34M $103.85M 0.0% n/c 1 SEC ↗
61 JPMorgan Chase 1.34M $103.85M 0.0% n/c 1 SEC ↗
62 JPMorgan Chase 1.34M $103.85M 0.0% n/c 1 SEC ↗
63 JPMorgan Chase 1.34M $103.85M 0.0% n/c 1 SEC ↗
64 JPMorgan Chase 1.34M $103.85M 0.0% n/c 1 SEC ↗
65 JPMorgan Chase 1.34M $103.85M 0.0% n/c 1 SEC ↗
66 JPMorgan Chase 1.34M $103.85M 0.0% n/c 1 SEC ↗
67 JPMorgan Chase 1.34M $103.85M 0.0% n/c 1 SEC ↗
68 JPMorgan Chase 1.34M $103.85M 0.0% n/c 1 SEC ↗
69 JPMorgan Chase 1.34M $103.85M 0.0% n/c 1 SEC ↗
70 JPMorgan Chase 1.34M $103.85M 0.0% n/c 1 SEC ↗
71 JPMorgan Chase 1.34M $103.85M 0.0% n/c 1 SEC ↗
72 JPMorgan Chase 1.34M $103.85M 0.0% n/c 1 SEC ↗
73 JPMorgan Chase 1.34M $103.85M 0.0% n/c 1 SEC ↗
74 JPMorgan Chase 1.34M $103.85M 0.0% n/c 1 SEC ↗
75 JPMorgan Chase 1.34M $103.85M 0.0% n/c 1 SEC ↗
76 JPMorgan Chase 1.34M $103.85M 0.0% n/c 1 SEC ↗
77 JPMorgan Chase 1.34M $103.85M 0.0% n/c 1 SEC ↗
78 Adage Capital Partners 1.20M +6.7% $93.34M 0.1% ▲ Add 5 SEC ↗
79 Millennium Management 1.07M +0.9% $82.85M 0.1% ▲ Add 6 SEC ↗
80 Two Sigma Investments 864.49K +127.3% $67.24M 0.1% ▲ Add 6 SEC ↗
81 Bridgewater Associates 436.08K -22.4% $33.92M 0.1% ▼ Trim 6 SEC ↗
82 Arrowstreet Capital 256.81K -21.0% $19.97M 0.0% ▼ Trim 6 SEC ↗
83 T. Rowe Price 193.22K +23.4% $15.03M 0.0% ▲ Add 6 SEC ↗
84 T. Rowe Price 193.22K +23.4% $15.03M 0.0% ▲ Add 6 SEC ↗
85 Citadel Advisors 160.53K New $12.49M 0.0% New 1 SEC ↗
86 Gotham Asset Management 128.54K +43.5% $10.00M 0.0% ▲ Add 6 SEC ↗
87 Marshall Wace 92.38K -64.5% $7.19M 0.0% ▼ Trim 5 SEC ↗
88 Marshall Wace 92.38K -64.5% $7.19M 0.0% ▼ Trim 5 SEC ↗
89 D. E. Shaw & Co. 73.86K +151.8% $5.74M 0.0% ▲ Add 6 SEC ↗
90 D. E. Shaw & Co. 73.86K +151.8% $5.74M 0.0% ▲ Add 6 SEC ↗
91 Point72 Asset Management 32.03K New $2.49M 0.0% New 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Citadel Advisors $12.49M 0.0%
Point72 Asset Management $2.49M 0.0%

Exited

Norges Bank $1.11B was 0.1%
Renaissance Technologies $20.87M was 0.0%
Wellington Management $265,055 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 689 holders, 125.70M shares, $8.76B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q3 2025 · Methodology · Get this via the API