Market Data · 13F holdings

Unum Group

Institutional managers reporting a position on Form 13F-HR, as of Mar 31, 2026

UNM
Reported holdings
709
692 filings · −0.8% QoQ
Combined value
$8.9B
as of Mar 31, 2026
Quarter change
−18.4%
from $10.91B on Dec 31, 2025
Top-10 concentration
≥ 51.6%
of combined value, from the 500 largest positions

1Largest holdersA manager's positions among the 500 largest, summed

  1. 1BlackRock, Inc.
    $1.33B15.0%
  2. 2VANGUARD PORTFOLIO MANAGEMENT LLC
    $682.06M7.7%
  3. 3FMR LLC
    $526.49M5.9%
  4. 4VANGUARD CAPITAL MANAGEMENT LLC
    $506.93M5.7%
  5. 5STATE STREET CORP
    $375.92M4.2%
  6. 6DIMENSIONAL FUND ADVISORS LP
    $298.29M3.4%
  7. $243.52M2.7%
  8. 8GEODE CAPITAL MANAGEMENT, LLC
    $242.8M2.7%
  9. 9FIRST TRUST ADVISORS LP
    $237.2M2.7%
  10. 10ADAGE CAPITAL PARTNERS GP, L.L.C.
    $146.06M1.6%

2HoldersChange from Dec 31, 2025

HolderQuantityChangeValueShareFiled
BlackRock, Inc.Common shares18.2M+1.2M+7.0%$1.33B14.96%May 13, 2026
VANGUARD PORTFOLIO MANAGEMENT LLCCommon shares9.3M—$682.06M7.66%May 8, 2026
FMR LLCCommon shares7.2M−222.5K−3.0%$526.49M5.92%May 15, 2026
VANGUARD CAPITAL MANAGEMENT LLCCommon shares · Amendment 1 (restatement)6.9M—$506.93M5.70%May 15, 2026
STATE STREET CORPCommon shares5.1M−182.7K−3.4%$375.92M4.22%May 15, 2026
DIMENSIONAL FUND ADVISORS LPCommon shares4.1M+292.7K+7.7%$298.29M3.35%May 7, 2026
MORGAN STANLEYCommon shares3.3M+74,505+2.3%$243.52M2.74%May 15, 2026
GEODE CAPITAL MANAGEMENT, LLCCommon shares3.3M+51,869+1.6%$242.8M2.73%May 15, 2026
FIRST TRUST ADVISORS LPCommon shares3.2M−1.4M−30.6%$237.2M2.67%May 13, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C.Common shares2M+750K+60.0%$146.06M1.64%May 15, 2026
AQR CAPITAL MANAGEMENT LLCCommon shares1.9M−245.5K−11.4%$139.34M1.57%May 15, 2026
Woodline Partners LPCommon shares · Amendment 1 (restatement)1.8M+419.1K+29.7%$133.79M1.50%May 15, 2026
NORTHERN TRUST CORPCommon shares1.7M+19,736+1.2%$125.97M1.42%May 14, 2026
MILLENNIUM MANAGEMENT LLCCommon shares1.7M+694.2K+70.5%$122.59M1.38%May 15, 2026
VICTORY CAPITAL MANAGEMENT INCCommon shares1.6M−151.1K−8.4%$120.22M1.35%May 15, 2026
GOLDMAN SACHS GROUP INCCommon shares1.6M+334.5K+26.8%$115.51M1.30%May 15, 2026
Balyasny Asset Management L.P.Common shares1.5M+835.6K+119.2%$112.2M1.26%May 15, 2026
TWO SIGMA INVESTMENTS, LPCommon shares1.5M+1M+199.1%$111.35M1.25%May 15, 2026
DONALD SMITH & CO., INC.Common shares1.3M+12,720+1.0%$96.98M1.09%May 14, 2026
Bank of New York Mellon CorpCommon shares1.3M−366.7K−22.0%$95.11M1.07%May 5, 2026
Nuveen, LLCCommon shares1.2M+67,719+6.1%$86.51M0.97%Apr 30, 2026
Point72 Asset Management, L.P.Common shares1.2M+386.1K+50.3%$84.27M0.95%May 15, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCommon shares1.1M−4.5M−79.7%$83.88M0.94%May 15, 2026
NORDEA INVESTMENT MANAGEMENT ABCommon shares1.1M+1,560+0.1%$78.6M0.88%May 13, 2026
D. E. Shaw & Co., Inc.Common shares1M+499.9K+92.1%$76.16M0.86%May 15, 2026
Showing 25 of 500 largest (709 reported)

3Report periods

Report dateFilingsHoldingsCombined valueLatest filed
Mar 31, 2026692709$8.9BMay 26, 2026
Dec 31, 2025699715$10.91BMay 27, 2026
Sep 30, 2025678697—May 27, 2026
Jun 30, 2025742758$11.97BMay 21, 2026
Mar 31, 20252426$1.77BMay 11, 2026

Filings for a quarter keep arriving for months after it ends, so the most recent and the earliest periods can be incomplete.

4About this data

Each row is one manager's position as disclosed in one Form 13F-HR filing; managers below the Form 13F reporting threshold do not appear. Values, quantities and manager names are as reported in each filing. A row totals the entries of one filing that share a security class and option type; a value or quantity is shown as not comparable when those entries differ in currency or unit. A restatement replaces the original filing and every earlier amendment for the same period; an amendment adding new holdings is listed alongside the filing it supplements and labelled as such. Positions are matched to this listing through the security identifiers reported in the filing.