DaveManuel.com · Institutional Ownership · Who Owns It
UNUM GROUP (UNM)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
771
Reporting holders
$13.2B
Reported value
89.7%
Of shares outstanding
4.0%
Calls
0.2%
Puts
+63
Holder change
Institutions report 141,987,589 shares against 158,306,798 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $1.6B | 17,994,655 | 0.02% | 8q | -1.3%-$21.3M |
| NORGES BANK | $1.2B | 13,256,645 | 0.12% | 32q | -7.4%-$94.0M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $767.8M | 8,587,898 | 0.03% | 2q | -8.0%-$67.2M |
| FMR LLC | $691.7M | 7,737,197 | 0.03% | 31q | +7.3%+$47.2M |
| VANGUARD CAPITAL MANAGEMENT LLC | $608.3M | 6,804,023 | 0.01% | 2q | -2.0%-$12.3M |
| TOMS Capital Investment Management LP | $561.0M incl. $447.0M options CALL | 1,275,000 | 12.00% | new | NEW |
| STATE STREET CORP | $453.2M | 5,069,408 | 0.01% | 31q | -1.5%-$7.0M |
| DIMENSIONAL FUND ADVISORS LP | $369.9M | 4,137,367 | 0.07% | 31q | +1.3%+$4.7M |
| MORGAN STANLEY | $290.5M | 3,249,453 | 0.02% | 35q | -2.5%-$7.6M |
| GEODE CAPITAL MANAGEMENT, LLC | $279.0M | 3,120,361 | 0.01% | 31q | -6.1%-$18.2M |
| AQR CAPITAL MANAGEMENT LLC | $266.2M | 2,988,552 | 0.09% | 31q | +56.6%+$96.2M |
| LSV ASSET MANAGEMENT | $215.7M | 2,413,125 | 0.39% | 31q | -6.6%-$15.2M |
| GOLDMAN SACHS GROUP INC | $186.0M incl. $14.7M options CALL | 1,916,545 | 0.02% | 31q | +21.2%+$32.5M |
| FIRST TRUST ADVISORS LP | $169.8M | 1,899,262 | 0.10% | 31q | -41.5%-$120.6M |
| Qube Research & Technologies Ltd | $168.8M | 1,887,949 | 0.16% | 3q | +118.9%+$91.7M |
| TWO SIGMA INVESTMENTS, LP | $158.0M incl. $652.6K options CALL+PUT | 1,759,799 | 0.11% | 31q | +15.4%+$21.1M |
| Nuveen, LLC | $157.6M | 1,762,384 | 0.04% | 6q | +48.8%+$51.7M |
| NORTHERN TRUST CORP | $151.9M | 1,699,338 | 0.02% | 31q | -1.5%-$2.3M |
| Woodline Partners LP | $148.9M | 1,665,459 | 0.46% | 10q | -9.1%-$14.9M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $134.4M | 1,503,280 | 0.06% | 15q | +138.0%+$77.9M |
| MILLENNIUM MANAGEMENT LLC | $123.7M | 1,383,673 | 0.04% | 31q | -17.6%-$26.4M |
| VICTORY CAPITAL MANAGEMENT INC | $123.3M | 1,378,987 | 0.07% | 31q | -16.2%-$23.9M |
| Bank of New York Mellon Corp | $109.2M | 1,221,361 | 0.02% | 31q | -6.2%-$7.2M |
| D. E. Shaw & Co., Inc. | $103.6M | 1,158,462 | 0.05% | 20q | +11.1%+$10.3M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $101.3M | 1,132,607 | 0.01% | 31q | -1.4%-$1.4M |
| UBS Group AG | $99.5M incl. $330.8K options CALL | 1,109,567 | 0.01% | 31q | +36.7%+$26.7M |
| Balyasny Asset Management L.P. | $98.6M | 1,102,917 | 0.12% | 7q | -28.2%-$38.7M |
| ROYAL BANK OF CANADA | $92.1M | 1,029,814 | 0.01% | 31q | -0.5%-$498.9K |
| NORDEA INVESTMENT MANAGEMENT AB | $85.9M | 951,044 | 0.07% | 14q | -12.0%-$11.7M |
| JANE STREET GROUP, LLC | $85.3M incl. $7.8M options CALL+PUT | 866,985 | 0.01% | 28q | +16.4%+$12.0M |
| CANADA PENSION PLAN INVESTMENT BOARD | $84.1M | 940,681 | 0.05% | 19q | +12.0%+$9.0M |
| VANGUARD FIDUCIARY TRUST CO | $83.6M | 935,478 | 0.02% | 2q | -1.5%-$1.3M |
| Quantinno Capital Management LP | $78.3M | 876,245 | 0.09% | 25q | +16.2%+$10.9M |
| Point72 Asset Management, L.P. | $77.2M | 863,930 | 0.09% | 4q | -25.1%-$25.9M |
| Assenagon Asset Management S.A. | $76.4M | 854,728 | 0.05% | 2q | +269.1%+$55.7M |
| Invesco Ltd. | $68.2M | 763,330 | 0.01% | 31q | -9.5%-$7.1M |
| Zurich Insurance Group Ltd/FI | $61.8M | 691,751 | 0.43% | 3q | +22.3%+$11.3M |
| Swedbank AB | $61.3M | 686,077 | 0.05% | 4q | +38.3%+$17.0M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $58.1M | 650,000 | 0.08% | 8q | -67.5%-$120.7M |
| DONALD SMITH & CO., INC. | $58.1M | 649,485 | 1.03% | 31q | -51.1%-$60.7M |
| Jain Global LLC | $56.7M | 633,694 | 0.22% | 3q | +6.5%+$3.5M |
| BANK OF AMERICA CORP /DE/ | $55.3M | 618,267 | 0.00% | 31q | +6.6%+$3.4M |
| CITADEL ADVISORS LLC | $54.3M incl. $23.9M options CALL+PUT | 339,678 | 0.01% | 31q | +34.5%+$13.9M |
| SEI INVESTMENTS CO | $54.0M | 603,779 | 0.05% | 31q | -0.8%-$429.8K |
| FRANKLIN RESOURCES INC | $49.2M | 550,829 | 0.01% | 31q | +17.7%+$7.4M |
| Freestone Grove Partners LP | $49.1M | 548,830 | 0.32% | 7q | +45.6%+$15.4M |
| JPMORGAN CHASE & CO | $46.7M | 514,225 | 0.00% | 31q | -22.5%-$13.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $45.5M | 508,944 | 0.01% | 31q | -6.5%-$3.2M |
| Ensign Peak Advisors, Inc | $44.4M | 496,562 | 0.07% | 27q | -15.0%-$7.8M |
| Allspring Global Investments Holdings, LLC | $44.0M | 481,871 | 0.07% | 19q | +7.9%+$3.2M |
| GRACE & WHITE INC /NY | $43.6M | 487,610 | 6.90% | 31q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $42.1M incl. $22.8M options CALL+PUT | 216,145 | 0.00% | 31q | +149.5%+$25.2M |
| Allianz Asset Management GmbH | $41.4M | 462,851 | 0.03% | 16q | +0.5%+$213.0K |
| Epoch Investment Partners, Inc. | $38.9M | 434,578 | 0.22% | new | NEW |
| NEUBERGER BERMAN GROUP LLC | $37.4M | 418,461 | 0.02% | 31q | -2.0%-$770.4K |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $36.0M | 402,157 | 0.13% | 26q | +12.1%+$3.9M |
| RHUMBLINE ADVISERS | $35.9M | 401,010 | 0.03% | 31q | -6.2%-$2.4M |
| ALGEBRIS (UK) LTD | $35.4M | 397,355 | 2.33% | 5q | -57.9%-$48.7M |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $34.9M | 390,340 | 0.58% | 31q | -6.8%-$2.5M |
| DEUTSCHE BANK AG\ | $31.8M | 355,483 | 0.01% | 34q | +601.6%+$27.3M |
| Amundi | $30.4M | 340,443 | 0.01% | 15q | +1140.5%+$28.0M |
| ProShare Advisors LLC | $30.3M | 339,006 | 0.04% | 31q | HELD |
| PRINCIPAL FINANCIAL GROUP INC | $29.8M | 333,861 | 0.01% | 31q | -2.0%-$596.9K |
| Squarepoint Ops LLC | $29.5M incl. $6.5M options CALL+PUT | 257,658 | 0.03% | 12q | -49.3%-$28.7M |
| Alyeska Investment Group, L.P. | $28.9M | 323,378 | 0.07% | 7q | -37.0%-$16.9M |
| TRUIST FINANCIAL CORP | $28.8M | 322,479 | 0.03% | 27q | HELD |
| Interval Partners, LP | $28.4M incl. $2.9M options CALL | 285,437 | 0.73% | 10q | -8.1%-$2.5M |
| California Public Employees Retirement System | $27.6M | 308,865 | 0.02% | 31q | -26.6%-$10.0M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $27.5M | 307,275 | 0.10% | 3q | +41877.5%+$27.4M |
| LPL Financial LLC | $27.2M | 304,046 | 0.01% | 31q | +2.9%+$773.2K |
| LAZARD ASSET MANAGEMENT LLC | $26.9M | 301,296 | 0.04% | 17q | +19.9%+$4.5M |
| Swiss National Bank | $26.1M | 291,700 | 0.01% | 31q | -7.2%-$2.0M |
| AMERIPRISE FINANCIAL INC | $26.0M | 291,213 | 0.01% | 31q | -8.7%-$2.5M |
| HRT FINANCIAL LP | $26.0M | 290,974 | 0.05% | 5q | -46.1%-$22.3M |
| WELLINGTON MANAGEMENT GROUP LLP | $25.7M | 287,512 | 0.00% | 3q | -21.1%-$6.9M |
| Retirement Systems of Alabama | $24.6M | 275,334 | 0.07% | 31q | -20.0%-$6.2M |
| STOREBRAND ASSET MANAGEMENT AS | $24.4M | 272,593 | 0.06% | 26q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $24.1M | 269,039 | 0.04% | 31q | +5.2%+$1.2M |
| Engineers Gate Manager LP | $23.3M | 260,395 | 0.30% | 6q | -3.8%-$907.6K |
| CAPITAL FUND MANAGEMENT S.A. | $22.0M | 246,034 | 0.10% | 7q | +379.3%+$17.4M |
| Schonfeld Strategic Advisors LLC | $21.2M | 236,710 | 0.08% | 18q | -12.9%-$3.1M |
| GATEWAY INVESTMENT ADVISERS LLC | $21.1M | 235,636 | 0.21% | 26q | +3.5%+$707.0K |
| Caption Management, LLC | $21.0M incl. $7.8M options CALL | 147,614 | 0.10% | 2q | +1745.2%+$19.9M |
| Vest Financial, LLC | $20.5M | 228,993 | 0.21% | 11q | -41.8%-$14.7M |
| RAYMOND JAMES FINANCIAL INC | $20.4M | 228,137 | 0.01% | 7q | -5.5%-$1.2M |
| Bridgewater Associates, LP | $20.3M | 226,541 | 0.08% | 21q | -8.4%-$1.8M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $20.3M | 226,519 | 0.02% | 31q | -1.3%-$271.7K |
| Legal & General Group Plc | $19.7M | 220,109 | 0.00% | 31q | -7.2%-$1.5M |
| ALGERT GLOBAL LLC | $19.2M | 215,251 | 0.23% | 20q | -3.8%-$762.6K |
| Creative Planning | $18.2M | 204,086 | 0.01% | 31q | +32.2%+$4.4M |
| DekaBank Deutsche Girozentrale | $18.2M | 250,712 | 0.03% | 16q | HELD |
| VIRGINIA RETIREMENT SYSTEMS ET Al | $18.1M | 202,416 | 0.11% | 25q | +29.0%+$4.1M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $16.6M | 185,738 | 0.07% | 3q | -24.3%-$5.3M |
| McGowan Group Asset Management, Inc. | $16.6M | 185,469 | 2.01% | 23q | -1.7%-$280.4K |
| Russell Investments Group, Ltd. | $16.4M | 183,823 | 0.01% | 31q | +33.7%+$4.1M |
| RENAISSANCE TECHNOLOGIES LLC | $16.2M | 181,400 | 0.02% | 2q | +88.0%+$7.6M |
| VOYA INVESTMENT MANAGEMENT LLC | $16.0M | 178,931 | 0.01% | 31q | -7.6%-$1.3M |
| Gillson Capital LP | $15.6M | 174,635 | 0.92% | 6q | -53.2%-$17.7M |
| BARCLAYS PLC | $15.6M | 174,115 | 0.00% | 31q | -12.4%-$2.2M |
| ALLIANCEBERNSTEIN L.P. | $15.4M | 210,359 | 0.01% | 31q | -23.2%-$4.6M |
Showing the largest 100 of 771 reported holders.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-09-10 | Keaney Timothy F | Director | Sold | 4,300 | $404.3K |
| 2026-09-09 | IGLESIAS LISA G | EVP, General Counsel | Sold | 4,000 | $377.7K |
| 2026-09-10 | Rice Walter Lynn JR | SVP, Chief Accounting Officer | Sold | 2,188 | $206.4K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 232 | $427.1M | 4,861,239 | 25 | 65 | 68 | 0.0% |
| Q2 2026 | 771 | $13.2B | 141,987,589 | 114 | 261 | 224 | 4.2% |
| Q1 2026 | 708 | $9.3B | 126,617,210 | 83 | 234 | 239 | 1.1% |
| Q4 2025 | 706 | $11.3B | 145,918,873 | 76 | 180 | 253 | 0.4% |
| Q3 2025 | 681 | $10.5B | 133,905,962 | 49 | 198 | 290 | 1.0% |
| Q2 2025 | 743 | $12.5B | 153,435,801 | 71 | 255 | 251 | 0.6% |
| Q1 2025 | 738 | $12.7B | 155,568,773 | 98 | 212 | 265 | 0.4% |
| Q4 2024 | 695 | $11.4B | 154,108,682 | 90 | 199 | 245 | 1.2% |
| Q3 2024 | 631 | $9.4B | 157,211,191 | 83 | 203 | 210 | 1.1% |
| Q2 2024 | 585 | $8.4B | 162,388,517 | 56 | 182 | 211 | 0.9% |
| Q1 2024 | 591 | $9.5B | 174,781,474 | 72 | 177 | 213 | 1.0% |
| Q4 2023 | 582 | $7.8B | 170,996,871 | 45 | 189 | 212 | 1.0% |
| Q3 2023 | 590 | $8.3B | 165,699,059 | 57 | 181 | 220 | 1.5% |
| Q2 2023 | 562 | $8.1B | 167,178,696 | 77 | 168 | 194 | 2.0% |
| Q1 2023 | 529 | $7.2B | 179,761,641 | 61 | 183 | 184 | 1.9% |
| Q4 2022 | 533 | $7.5B | 184,525,308 | 67 | 152 | 190 | 1.4% |
| Q3 2022 | 481 | $10.3B | 263,045,183 | 59 | 150 | 181 | 1.2% |
| Q2 2022 | 479 | $9.2B | 266,653,047 | 75 | 143 | 160 | 1.4% |
| Q1 2022 | 457 | $7.4B | 227,881,535 | 71 | 127 | 144 | 2.6% |
| Q4 2021 | 440 | $6.6B | 265,829,239 | 44 | 127 | 170 | 1.6% |
| Q3 2021 | 447 | $12.6B | 499,425,787 | 62 | 169 | 128 | 0.7% |
| Q2 2021 | 444 | $7.5B | 260,278,680 | 46 | 164 | 136 | 1.1% |
| Q1 2021 | 454 | $12.5B | 446,391,981 | 71 | 145 | 141 | 0.9% |
| Q4 2020 | 439 | $10.6B | 461,378,709 | 73 | 109 | 167 | 0.6% |
| Q3 2020 | 387 | $5.6B | 333,186,072 | 36 | 125 | 153 | 0.6% |
| Q2 2020 | 407 | $6.0B | 356,341,963 | 64 | 139 | 149 | 0.7% |
| Q1 2020 | 413 | $7.5B | 501,251,485 | 47 | 161 | 144 | 0.2% |
| Q4 2019 | 462 | $14.3B | 486,729,033 | 46 | 149 | 171 | 0.4% |
| Q3 2019 | 455 | $13.6B | 456,295,965 | 35 | 171 | 165 | 0.4% |
| Q2 2019 | 484 | $14.9B | 440,996,496 | 39 | 186 | 164 | 0.6% |
| Q1 2019 | 506 | $15.3B | 450,400,551 | 59 | 164 | 179 | 0.2% |
| Q4 2018 | 495 | $13.2B | 449,853,490 | 10 | 11 | 5 | 0.2% |