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Security record · archived quarter

UNM

Unum Group · Financial Services · Insurance - Life

93.75 0.0% mkt cap $14.84B quote delayed (FMP) · as of Oct 22 22:08 UTC · separate from filing data below

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
135Tracked holders
-4Δ holders
95.38MShares held
$6.97BReported value
+6New positions
−11Exits
Falling Conviction score 34/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -2.9% · share flow -4.4% · net new positions -3.7% · formula
Broad distribution: falling shares and fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 3 0 734.46K $64.63M n/a −1
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 · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock ✦ (passive) 18.23M +7.0% $1.33B 0.0% ▲ Add 4 SEC ↗ ×20
2 Fidelity (FMR) ✦ 7.21M -3.0% $526.49M 0.0% ▼ Trim 4 SEC ↗ ×4
3 Vanguard Capital Management Llc 6.94M n/a $506.93M 0.0% n/c 1 SEC ↗
4 State Street Global Advisors ✦ (passive) 5.15M -3.4% $375.92M 0.0% ▼ Trim 6 SEC ↗
5 Dimensional Fund Advisors Lp 4.08M +7.7% $298.29M 0.1% ▲ Add 2 SEC ↗ ×5
6 Morgan Stanley ✦ 3.33M +2.3% $243.52M 0.0% ▲ Add 3 SEC ↗ ×17
7 Geode Capital Management ✦ (passive) 3.32M +1.6% $242.80M 0.0% ▲ Add 8 SEC ↗ ×2
8 First Trust Advisors Lp 3.25M -30.6% $237.20M 0.2% ▼ Trim 2 SEC ↗ ×2
9 Adage Capital Partners ✦ 2.00M +60.0% $146.06M 0.2% ▲ Add 7 SEC ↗
10 AQR Capital Management ✦ 1.91M -11.4% $139.34M 0.1% ▼ Trim 8 SEC ↗ ×7
11 Northern Trust Corp 1.72M +1.2% $125.97M 0.0% ▲ Add 2 SEC ↗ ×8
12 Millennium Management ✦ 1.68M +70.5% $122.59M 0.1% ▲ Add 8 SEC ↗
13 Victory Capital Management Inc 1.65M -8.4% $120.22M 0.1% ▼ Trim 2 SEC ↗
14 Goldman Sachs Group ✦ 1.58M +26.8% $115.51M 0.0% ▲ Add 3 SEC ↗ ×5
15 Balyasny Asset Management L.P. 1.54M +119.2% $112.20M 0.2% ▲ Add 2 SEC ↗
16 Two Sigma Investments ✦ 1.52M +199.1% $111.35M 0.1% ▲ Add 8 SEC ↗
17 Bank of New York Mellon Corp 1.30M -22.0% $95.11M 0.0% ▼ Trim 2 SEC ↗ ×12
18 Nuveen, LLC 1.18M +6.1% $86.51M 0.0% ▲ Add 2 SEC ↗ ×3
19 Point72 Asset Management ✦ 1.15M +50.3% $84.27M 0.2% ▲ Add 3 SEC ↗
20 Charles Schwab Investment… 1.15M -79.7% $83.88M 0.0% ▼ Trim 2 SEC ↗
21 Nordea Investment Management Ab 1.08M +0.1% $78.60M 0.1% ▲ Add 2 SEC ↗ ×3
22 D. E. Shaw & Co. ✦ 1.04M +92.1% $76.16M 0.1% ▲ Add 8 SEC ↗ ×2
23 Royal Bank Of Canada 1.04M -8.4% $75.61M 0.0% ▼ Trim 2 SEC ↗ ×8
24 Qube Research & Technologies Ltd 862.67K +7.7% $63.00M 0.1% ▲ Add 2 SEC ↗
25 Invesco Ltd. 843.16K -48.8% $61.58M 0.0% ▼ Trim 2 SEC ↗ ×14
26 Canada Pension Plan Investment Board 840.10K +150.5% $61.35M 0.0% ▲ Add 2 SEC ↗
27 UBS Group AG 811.47K -40.2% $59.26M 0.0% ▼ Trim 2 SEC ↗ ×3
28 Quantinno Capital Management LP 754.34K +14.6% $55.09M 0.1% ▲ Add 2 SEC ↗
29 Jane Street Group, Llc 744.75K +48.1% $54.39M 0.1% ▲ Add 2 SEC ↗ ×3
30 JPMorgan Chase ✦ 663.21K +22.6% $48.41M 0.0% ▲ Add 3 SEC ↗ ×9
31 Arrowstreet Capital ✦ 631.69K +21.2% $46.13M 0.0% ▲ Add 8 SEC ↗
32 Sei Investments Co 608.59K +9.8% $44.45M 0.0% ▲ Add 2 SEC ↗ ×3
33 Ensign Peak Advisors, Inc 584.24K -2.7% $42.67M 0.1% ▼ Trim 2 SEC ↗
34 Bank Of America Corp /De/ 580.23K +18.5% $42.37M 0.0% ▲ Add 2 SEC ↗ ×3
35 UBS AM, a distinct business unit of… 544.50K -0.8% $39.76M 0.0% ▼ Trim 2 SEC ↗ ×10
36 Hrt Financial Lp 540.01K +103.5% $39.44M 0.1% ▲ Add 2 SEC ↗
37 Alyeska Investment Group, L.P. 512.92K -44.9% $37.46M 0.1% ▼ Trim 2 SEC ↗
38 Squarepoint Ops LLC 508.28K -20.9% $37.12M 0.1% ▼ Trim 2 SEC ↗
39 Swedbank AB 496.08K +6.1% $36.23M 0.0% ▲ Add 2 SEC ↗
40 Franklin Resources Inc 468.07K +35.0% $34.18M 0.0% ▲ Add 2 SEC ↗ ×9
41 Allianz Asset Management GmbH 460.47K -60.1% $33.63M 0.0% ▼ Trim 2 SEC ↗ ×2
42 Allspring Global Investments… 446.65K -22.3% $32.99M 0.1% ▼ Trim 2 SEC ↗ ×3
43 Rhumbline Advisers 427.39K -2.9% $31.21M 0.0% ▼ Trim 2 SEC ↗
44 Neuberger Berman Group LLC 427.08K -23.7% $31.19M 0.0% ▼ Trim 2 SEC ↗ ×2
45 California Public Employees… 420.65K -8.8% $30.72M 0.0% ▼ Trim 2 SEC ↗
46 Wellington Management ✦ 364.25K +48.1% $26.60M 0.0% ▲ Add 2 SEC ↗
47 Principal Financial Group Inc 340.54K +2.7% $24.87M 0.0% ▲ Add 2 SEC ↗ ×2
48 ProShare Advisors LLC 338.90K -22.1% $24.75M 0.0% ▼ Trim 2 SEC ↗
49 Truist Financial Corp 321.91K -1.3% $23.51M 0.0% ▼ Trim 2 SEC ↗ ×3
50 Ameriprise Financial Inc 318.79K -1.9% $23.28M 0.0% ▼ Trim 2 SEC ↗ ×3
51 Swiss National Bank 314.50K -1.4% $22.97M 0.0% ▼ Trim 2 SEC ↗
52 LPL Financial LLC 295.40K +1.2% $21.57M 0.0% ▲ Add 2 SEC ↗
53 Alliancebernstein L.P. 274.01K +0.6% $21.24M 0.0% ▲ Add 2 SEC ↗
54 Storebrand Asset Management As 272.59K -1.4% $19.91M 0.1% ▼ Trim 2 SEC ↗
55 Captrust Financial Advisors 255.63K +0.4% $18.67M 0.0% ▲ Add 2 SEC ↗
56 Citadel Advisors ✦ 252.59K +5.6% $18.45M 0.0% ▲ Add 3 SEC ↗ ×2
57 Lazard Asset Management Llc 251.22K +346.6% $18.35M 0.0% ▲ Add 2 SEC ↗
58 Bridgewater Associates ✦ 247.23K +2.4% $18.05M 0.1% ▲ Add 8 SEC ↗
59 Raymond James Financial Inc 241.43K -1.8% $17.63M 0.0% ▼ Trim 2 SEC ↗ ×3
60 Legal & General Group Plc 237.17K -17.2% $17.32M 0.0% ▼ Trim 2 SEC ↗ ×3
61 Assenagon Asset Management S.A. 231.59K New $16.91M 0.0% New 1 SEC ↗
62 Manufacturers Life Insurance… 229.56K -2.1% $16.76M 0.0% ▼ Trim 2 SEC ↗
63 T. Rowe Price ✦ 225.83K +11.8% $16.49M 0.0% ▲ Add 8 SEC ↗ ×2
64 Corient Private Wealth LP 207.36K -38.9% $15.11M 0.0% ▼ Trim 2 SEC ↗ ×2
65 Man Group plc 202.66K -9.8% $14.80M 0.0% ▼ Trim 2 SEC ↗
66 Barclays Plc 198.84K +10.4% $14.52M 0.0% ▲ Add 2 SEC ↗ ×3
67 Voya Investment Management Llc 193.68K -12.6% $14.14M 0.0% ▼ Trim 2 SEC ↗
68 California State Teachers… 188.28K +22.6% $13.75M 0.0% ▲ Add 2 SEC ↗
69 Creative Planning 154.34K +48.1% $11.27M 0.0% ▲ Add 2 SEC ↗ ×2
70 Stifel Financial Corp 149.15K -18.8% $10.89M 0.0% ▼ Trim 2 SEC ↗ ×3
71 State Board Of Administration Of… 146.28K 0.0% $10.68M 0.0% Held 2 SEC ↗
72 Mercer Global Advisors Inc /Adv 142.75K -73.6% $10.43M 0.0% ▼ Trim 2 SEC ↗
73 Russell Investments Group, Ltd. 137.52K +2.0% $10.04M 0.0% ▲ Add 2 SEC ↗ ×11
74 American Century Companies Inc 130.97K -57.6% $9.56M 0.0% ▼ Trim 2 SEC ↗
75 HighTower Advisors, LLC 110.52K +2.6% $8.07M 0.0% ▲ Add 2 SEC ↗
76 Us Bancorp \De\ 105.20K +8.6% $7.68M 0.0% ▲ Add 2 SEC ↗ ×3
77 Janus Henderson Group Plc 104.37K -3.1% $7.62M 0.0% ▼ Trim 2 SEC ↗
78 New York State Common Retirement… 98.73K +1.4% $7.21M 0.0% ▲ Add 2 SEC ↗
79 Wells Fargo & Company/Mn 98.30K -1.7% $7.18M 0.0% ▼ Trim 2 SEC ↗ ×4
80 Renaissance Technologies ✦ 96.50K New $7.05M 0.0% New 1 SEC ↗
81 Cerity Partners LLC 91.90K -11.9% $6.71M 0.0% ▼ Trim 2 SEC ↗ ×3
82 Susquehanna International Group, Llp 86.63K +210.8% $6.33M 0.0% ▲ Add 2 SEC ↗
83 Fifth Third Bancorp 80.76K +3508.7% $5.90M 0.0% ▲ Add 2 SEC ↗
84 Bnp Paribas Financial Markets 80.65K -2.5% $5.89M 0.0% ▼ Trim 2 SEC ↗
85 Healthcare Of Ontario Pension Plan… 77.93K New $5.69M 0.0% New 1 SEC ↗
86 Wealthfront Advisers LLC 77.13K -2.1% $5.63M 0.0% ▼ Trim 2 SEC ↗
87 Citigroup Inc 76.01K +26.2% $5.55M 0.0% ▲ Add 2 SEC ↗ ×3
88 Zurcher Kantonalbank (Zurich… 73.03K -5.6% $5.33M 0.0% ▼ Trim 2 SEC ↗
89 Prudential Financial Inc 69.80K +5.4% $5.10M 0.0% ▲ Add 2 SEC ↗ ×2
90 Universal- Beteiligungs- und… 66.02K -14.6% $4.82M 0.0% ▼ Trim 2 SEC ↗
91 Cetera Investment Advisers 59.54K +1.5% $4.35M 0.0% ▲ Add 2 SEC ↗
92 Cibc World Market Inc. 54.69K +0.1% $3.99M 0.0% ▲ Add 2 SEC ↗
93 State Of Wisconsin Investment Board 52.89K +3.1% $3.86M 0.0% ▲ Add 2 SEC ↗
94 Deutsche Bank Ag\ 50.67K -77.0% $3.70M 0.0% ▼ Trim 2 SEC ↗ ×4
95 Wealth Enhancement Advisory… 46.55K -21.7% $3.45M 0.0% ▼ Trim 2 SEC ↗
96 Commonwealth Equity Services, Llc 47.10K +27.2% $3.44M 0.0% ▲ Add 2 SEC ↗
97 Focus Partners Wealth 45.14K -1.5% $3.32M 0.0% ▼ Trim 2 SEC ↗
98 Bank Of Montreal /Can/ 37.75K +0.5% $2.76M 0.0% ▲ Add 2 SEC ↗ ×6
99 Nomura Asset Management… 37.50K 0.0% $2.74M 0.0% Held 2 SEC ↗
100 Bank Of Nova Scotia 34.80K New $2.54M 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

Exited

Norges Bank $1.11B was 0.1%
Marshall Wace $43.49M was 0.0%
Tudor Investment Corp Et Al $15.74M was 0.1%
Mirae Asset Global… $10.79M was 0.0%
Robeco Institutional Asset… $9.77M was 0.0%
Boston Partners $8.09M was 0.0%
Sumitomo Mitsui Trust Group… $1.90M was 0.0%
Gotham Asset Management $1.63M was 0.0%
Simplex Trading, Llc $1.14M was 0.0%
Capstone Investment Advisors… $1.09M was 0.0%
Credit Agricole S A $409,666 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.

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: Q1 2026 · Methodology · Get this via the API