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Security record · archived quarter

UNM

Unum Group · Financial Services · Insurance - Life

93.43 +1.8% mkt cap $14.79B quote delayed (FMP) · as of Oct 20 22:08 UTC · separate from filing data below

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
139Tracked holders
+1Δ holders
125.33MShares held
$9.71BReported value
+2New positions
−0Exits
Stable Conviction score 40/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +0.7% · share flow -0.5% · net new positions +1.4% · formula
Ownership fragmentation: more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 3 0 734.46K $64.63M n/a n/a
Q2 2026 141 +10 109.82M $9.82B +12 −3
Q1 2026 135 -4 95.38M $6.97B +6 −11
Q4 2025 139 +1 125.33M $9.71B +2 n/a
Q3 2025 20 0 65.21M $5.08B +2 −3
Q2 2025 18 -2 72.92M $5.89B n/a −2
Q1 2025 17 0 28.63M $2.33B n/a n/a
Q4 2024 17 +1 30.70M $2.24B +1 n/a
Q3 2024 15 +1 27.16M $1.61B +2 −1
Q2 2024 14 n/a 27.43M $1.40B n/a n/a
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 The Vanguard Group ✦ (passive) 18.17M -2.6% $1.41B 0.0% ▼ Trim 3 SEC ↗ ×6
2 BlackRock ✦ (passive) 17.05M -2.1% $1.32B 0.0% ▼ Trim 3 SEC ↗ ×18
3 Norges Bank ✦ (passive) 14.31M New $1.11B 0.1% New 1 SEC ↗
4 Fidelity (FMR) ✦ 7.43M +3.6% $575.96M 0.0% ▲ Add 3 SEC ↗ ×5
5 Charles Schwab Investment… 5.65M n/a $438.13M 0.1% n/c 1 SEC ↗
6 State Street Global Advisors ✦ (passive) 5.33M -3.2% $413.08M 0.0% ▼ Trim 5 SEC ↗
7 First Trust Advisors Lp 4.68M n/a $362.78M 0.3% n/c 1 SEC ↗
8 Dimensional Fund Advisors Lp 3.79M n/a $293.87M 0.1% n/c 1 SEC ↗ ×5
9 Geode Capital Management ✦ (passive) 3.27M -3.4% $253.63M 0.0% ▼ Trim 7 SEC ↗ ×2
10 Morgan Stanley ✦ 3.26M -3.8% $252.65M 0.0% ▼ Trim 2 SEC ↗ ×13
11 AQR Capital Management ✦ 2.15M -7.9% $166.90M 0.1% ▼ Trim 7 SEC ↗ ×6
12 Victory Capital Management Inc 1.80M n/a $139.29M 0.1% n/c 1 SEC ↗
13 Northern Trust Corp 1.71M n/a $132.15M 0.0% n/c 1 SEC ↗ ×7
14 Bank of New York Mellon Corp 1.67M n/a $129.35M 0.0% n/c 1 SEC ↗ ×12
15 Invesco Ltd. 1.65M n/a $127.65M 0.0% n/c 1 SEC ↗ ×15
16 UBS Group AG 1.36M n/a $105.16M 0.0% n/c 1 SEC ↗ ×5
17 Adage Capital Partners ✦ 1.25M +4.2% $96.88M 0.1% ▲ Add 6 SEC ↗
18 Goldman Sachs Group ✦ 1.25M -17.4% $96.66M 0.0% ▼ Trim 2 SEC ↗ ×4
19 Allianz Asset Management GmbH 1.15M n/a $89.49M 0.1% n/c 1 SEC ↗ ×3
20 Royal Bank Of Canada 1.13M n/a $87.56M 0.0% n/c 1 SEC ↗ ×10
21 Nuveen, LLC 1.12M n/a $86.56M 0.0% n/c 1 SEC ↗ ×3
22 Nordea Investment Management Ab 1.08M n/a $83.86M 0.1% n/c 1 SEC ↗ ×3
23 Millennium Management ✦ 984.38K -7.6% $76.29M 0.1% ▼ Trim 7 SEC ↗
24 Alyeska Investment Group, L.P. 930.53K n/a $72.12M 0.2% n/c 1 SEC ↗
25 Qube Research & Technologies Ltd 800.76K n/a $62.06M 0.1% n/c 1 SEC ↗
26 Point72 Asset Management ✦ 767.72K +2297.0% $59.50M 0.1% ▲ Add 2 SEC ↗
27 Balyasny Asset Management L.P. 700.75K n/a $54.31M 0.1% n/c 1 SEC ↗
28 Quantinno Capital Management LP 658.21K n/a $51.01M 0.1% n/c 1 SEC ↗
29 Squarepoint Ops LLC 642.33K n/a $49.78M 0.1% n/c 1 SEC ↗
30 Caisse De Depot Et Placement Du… 621.06K n/a $48.13M 0.1% n/c 1 SEC ↗
31 Ensign Peak Advisors, Inc 600.26K n/a $46.52M 0.1% n/c 1 SEC ↗
32 Allspring Global Investments… 575.06K n/a $44.41M 0.1% n/c 1 SEC ↗ ×3
33 Marshall Wace ✦ 561.15K +507.4% $43.49M 0.0% ▲ Add 6 SEC ↗ ×3
34 Neuberger Berman Group LLC 559.66K n/a $43.37M 0.0% n/c 1 SEC ↗ ×2
35 Sei Investments Co 554.01K n/a $42.94M 0.0% n/c 1 SEC ↗ ×3
36 UBS AM, a distinct business unit of… 548.70K n/a $42.52M 0.0% n/c 1 SEC ↗ ×10
37 D. E. Shaw & Co. ✦ 542.98K +635.2% $42.08M 0.0% ▲ Add 7 SEC ↗ ×2
38 Mercer Global Advisors Inc /Adv 540.14K n/a $42.07M 0.1% n/c 1 SEC ↗
39 JPMorgan Chase ✦ 540.84K -59.5% $41.92M 0.0% ▼ Trim 2 SEC ↗ ×10
40 Arrowstreet Capital ✦ 521.35K +103.0% $40.40M 0.0% ▲ Add 7 SEC ↗
41 Two Sigma Investments ✦ 509.81K -41.0% $39.51M 0.1% ▼ Trim 7 SEC ↗
42 Jane Street Group, Llc 502.76K n/a $38.96M 0.0% n/c 1 SEC ↗ ×2
43 Bank Of America Corp /De/ 489.58K n/a $37.94M 0.0% n/c 1 SEC ↗ ×6
44 Swedbank AB 467.50K n/a $36.23M 0.0% n/c 1 SEC ↗
45 California Public Employees… 461.16K n/a $35.74M 0.0% n/c 1 SEC ↗
46 Rhumbline Advisers 440.24K n/a $34.12M 0.0% n/c 1 SEC ↗
47 ProShare Advisors LLC 435.20K n/a $33.73M 0.1% n/c 1 SEC ↗
48 Franklin Resources Inc 346.79K n/a $26.88M 0.0% n/c 1 SEC ↗ ×8
49 Canada Pension Plan Investment Board 335.38K n/a $25.99M 0.0% n/c 1 SEC ↗
50 Principal Financial Group Inc 331.45K n/a $25.69M 0.0% n/c 1 SEC ↗ ×2
51 Truist Financial Corp 326.07K n/a $25.27M 0.0% n/c 1 SEC ↗ ×3
52 Ameriprise Financial Inc 324.86K n/a $25.18M 0.0% n/c 1 SEC ↗ ×3
53 Swiss National Bank 319.00K n/a $24.72M 0.0% n/c 1 SEC ↗
54 American Century Companies Inc 308.75K n/a $23.93M 0.0% n/c 1 SEC ↗
55 LPL Financial LLC 291.87K n/a $22.62M 0.0% n/c 1 SEC ↗
56 Legal & General Group Plc 286.49K n/a $22.20M 0.0% n/c 1 SEC ↗ ×3
57 Corient Private Wealth LP 339.34K n/a $21.61M 0.0% n/c 1 SEC ↗ ×4
58 Storebrand Asset Management As 276.56K n/a $21.43M 0.1% n/c 1 SEC ↗
59 Alliancebernstein L.P. 272.33K n/a $21.11M 0.0% n/c 1 SEC ↗
60 Hrt Financial Lp 265.42K n/a $20.57M 0.1% n/c 1 SEC ↗
61 Amundi 254.69K n/a $19.74M 0.0% n/c 1 SEC ↗
62 Captrust Financial Advisors 254.58K n/a $19.73M 0.0% n/c 1 SEC ↗
63 Wellington Management ✦ 245.99K New $19.06M 0.0% New 1 SEC ↗
64 Raymond James Financial Inc 245.93K n/a $19.06M 0.0% n/c 1 SEC ↗ ×3
65 Bridgewater Associates ✦ 241.41K -44.6% $18.71M 0.1% ▼ Trim 7 SEC ↗
66 Citadel Advisors ✦ 239.13K +49.0% $18.53M 0.0% ▲ Add 2 SEC ↗ ×2
67 Manufacturers Life Insurance… 234.53K n/a $18.18M 0.0% n/c 1 SEC ↗
68 Man Group plc 224.79K n/a $17.42M 0.0% n/c 1 SEC ↗
69 Voya Investment Management Llc 221.53K n/a $17.17M 0.0% n/c 1 SEC ↗ ×2
70 Deutsche Bank Ag\ 220.55K n/a $17.09M 0.0% n/c 1 SEC ↗ ×5
71 Tudor Investment Corp Et Al 203.09K n/a $15.74M 0.1% n/c 1 SEC ↗
72 T. Rowe Price ✦ 201.99K +4.5% $15.65M 0.0% ▲ Add 7 SEC ↗ ×2
73 Stifel Financial Corp 183.68K n/a $14.24M 0.0% n/c 1 SEC ↗ ×3
74 Barclays Plc 180.12K n/a $13.96M 0.0% n/c 1 SEC ↗ ×2
75 California State Teachers… 153.59K n/a $11.90M 0.0% n/c 1 SEC ↗
76 State Board Of Administration Of… 146.28K n/a $11.34M 0.0% n/c 1 SEC ↗
77 Mirae Asset Global Investments Co.… 139.18K n/a $10.79M 0.0% n/c 1 SEC ↗
78 Russell Investments Group, Ltd. 134.76K n/a $10.44M 0.0% n/c 1 SEC ↗ ×11
79 Robeco Institutional Asset… 126.09K n/a $9.77M 0.0% n/c 1 SEC ↗
80 Janus Henderson Group Plc 107.77K n/a $8.35M 0.0% n/c 1 SEC ↗
81 HighTower Advisors, LLC 107.71K n/a $8.35M 0.0% n/c 1 SEC ↗
82 Boston Partners 104.42K n/a $8.09M 0.0% n/c 1 SEC ↗ ×3
83 Cerity Partners LLC 104.28K n/a $8.08M 0.0% n/c 1 SEC ↗ ×3
84 Creative Planning 104.21K n/a $8.08M 0.0% n/c 1 SEC ↗ ×2
85 Wells Fargo & Company/Mn 99.99K n/a $7.75M 0.0% n/c 1 SEC ↗ ×4
86 New York State Common Retirement… 97.33K n/a $7.54M 0.0% n/c 1 SEC ↗
87 Us Bancorp \De\ 96.90K n/a $7.51M 0.0% n/c 1 SEC ↗ ×3
88 Bnp Paribas Financial Markets 82.72K n/a $6.41M 0.0% n/c 1 SEC ↗
89 Wealthfront Advisers LLC 78.81K n/a $6.11M 0.0% n/c 1 SEC ↗
90 Universal- Beteiligungs- und… 77.34K n/a $6.01M 0.0% n/c 1 SEC ↗
91 Zurcher Kantonalbank (Zurich… 77.34K n/a $5.99M 0.0% n/c 1 SEC ↗
92 Prudential Financial Inc 66.21K n/a $5.19M 0.0% n/c 1 SEC ↗ ×2
93 Wealth Enhancement Advisory… 59.45K n/a $4.68M 0.0% n/c 1 SEC ↗
94 Citigroup Inc 60.23K n/a $4.67M 0.0% n/c 1 SEC ↗ ×3
95 Cetera Investment Advisers 58.66K n/a $4.55M 0.0% n/c 1 SEC ↗
96 Lazard Asset Management Llc 56.26K n/a $4.36M 0.0% n/c 1 SEC ↗
97 Cibc World Market Inc. 54.63K n/a $4.23M 0.0% n/c 1 SEC ↗
98 State Of Wisconsin Investment Board 51.32K n/a $3.98M 0.0% n/c 1 SEC ↗
99 MIRAE ASSET GLOBAL ETFS HOLDINGS… 50.09K n/a $3.88M 0.0% n/c 1 SEC ↗ ×2
100 Focus Partners Wealth 45.81K n/a $3.55M 0.0% n/c 1 SEC ↗

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

New buyers

Norges Bank $1.11B 0.1%
Wellington Management $19.06M 0.0%

Exited

No tracked exits this quarter.

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.

Insider transactions

Open-market purchases (P)

No open-market insider purchases in our coverage window.

Open-market sales (S)

Sep 10 Keaney Timothy F

Director · 4.30K sh · $404,286

Sep 10 Rice Walter Lynn JR

Officer · 2.19K sh · $206,361

Sep 09 IGLESIAS LISA G

Officer · 4.00K sh · $377,747

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

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: Q4 2025 · Methodology · Get this via the API