Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in UNM held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 18.0M | $1.61B | -1.3% | 11.367% | 0.02% |
| 2 | NORGES BANK | 13.3M | $1.19B | β | 8.374% | 0.12% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 8.6M | $767.8M | -8.1% | 5.425% | 0.03% |
| 4 | FMR LLC | 7.7M | $691.7M | +7.3% | 4.888% | 0.03% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 6.8M | $608.3M | -2.0% | 4.298% | 0.01% |
| 6 | TOMS Capital Investment Management LP | 6.3M | $561.0M | β | 3.964% | 12.00% |
| 7 | STATE STREET CORP | 5.1M | $453.2M | -1.5% | 3.202% | 0.01% |
| 8 | DIMENSIONAL FUND ADVISORS LP | 4.1M | $369.9M | +1.3% | 2.613% | 0.07% |
| 9 | MORGAN STANLEY | 3.2M | $290.5M | -2.5% | 2.053% | 0.02% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 3.1M | $279.0M | -6.1% | 1.971% | 0.01% |
| 11 | AQR CAPITAL MANAGEMENT LLC | 3.0M | $266.2M | +56.6% | 1.888% | 0.09% |
| 12 | GOLDMAN SACHS GROUP INC | 2.1M | $186.0M | +31.5% | 1.314% | 0.02% |
| 13 | FIRST TRUST ADVISORS LP | 1.9M | $169.8M | -41.5% | 1.200% | 0.10% |
| 14 | Qube Research & Technologies Ltd | 1.9M | $168.8M | +118.8% | 1.193% | 0.16% |
| 15 | TWO SIGMA INVESTMENTS, LP | 1.8M | $158.0M | +15.9% | 1.116% | 0.11% |
| 16 | Nuveen, LLC | 1.8M | $157.6M | +48.8% | 1.113% | 0.04% |
| 17 | NORTHERN TRUST CORP | 1.7M | $151.9M | -1.5% | 1.073% | 0.02% |
| 18 | Woodline Partners LP | 1.7M | $148.9M | -9.1% | 1.052% | 0.46% |
| 19 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.5M | $134.4M | +138.0% | 0.950% | 0.06% |
| 20 | MILLENNIUM MANAGEMENT LLC | 1.4M | $123.7M | -17.6% | 0.874% | 0.04% |
| 21 | VICTORY CAPITAL MANAGEMENT INC | 1.4M | $123.3M | -16.2% | 0.871% | 0.07% |
| 22 | Bank of New York Mellon Corp | 1.2M | $109.2M | -6.2% | 0.771% | 0.02% |
| 23 | D. E. Shaw & Co., Inc. | 1.2M | $103.6M | +11.1% | 0.732% | 0.05% |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.1M | $101.3M | -1.4% | 0.715% | 0.01% |
| 25 | UBS Group AG | 1.1M | $99.5M | +37.2% | 0.703% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in UNM β a direct measure of their conviction.
Filings activity in UNM during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new UNM position in Q2 2026
Institutions that fully closed their UNM position in Q2 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 756 | +10% | 93.11% | +12.66 pp | $12.77B | +44% |
| Q1 2026 | 686 | +0.6% | 80.45% | 11.65 pp | $8.90B | 18% |
| Q4 2025 | 682 | +4.0% | 92.10% | +7.55 pp | $10.87B | +8.9% |
| Q3 2025 | 656 | 8.6% | 84.55% | 11.37 pp | $9.98B | 15% |
| Q2 2025 | 718 | +1.4% | 95.92% | +6.09 pp | $11.78B | +7.1% |
| Q1 2025 | 708 | +7.4% | 89.83% | 7.37 pp | $11.00B | +2.7% |
| Q4 2024 | 659 | +9.7% | 97.20% | +8.11 pp | $10.72B | +34% |
| Q3 2024 | 601 | β | 89.09% | β | $7.99B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying UNM stock.
Based on Q2 2026 13F filings, institutional ownership of Unum Group stands at 93.1%, held across 756 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of UNM, with approximately 17,994,655 shares worth $1.61B as of Q2 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of UNM, including TWO SIGMA INVESTMENTS, LP, MILLENNIUM MANAGEMENT LLC.
Our composite Smart Money Score for UNM is 75 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
111 institutions opened new positions in UNM during Q2 2026, while 50 fully exited. 547 added to existing positions and 73 trimmed.
UNM institutional ownership rose by 12.66 percentage points quarter-over-quarter, with a net change of +70 holders.
The top 10 institutions account for 53.3% of all reported 13F value in UNM, and the top 25 account for 70.6%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Unum Group (UNM) Institutional Ownership