Ranked by reported Q1 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. | 18.2M | $1.33B | +7.0% | 11.290% | 0.02% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 9.3M | $682.1M | — | 5.783% | 0.04% |
| 3 | FMR LLC | 7.2M | $526.5M | -3.0% | 4.464% | 0.03% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 6.9M | $506.9M | — | 4.298% | 0.01% |
| 5 | STATE STREET CORP | 5.1M | $375.9M | -3.4% | 3.187% | 0.01% |
| 6 | DIMENSIONAL FUND ADVISORS LP | 4.1M | $298.3M | +7.7% | 2.529% | 0.06% |
| 7 | MORGAN STANLEY | 3.3M | $243.5M | +2.3% | 2.065% | 0.01% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 3.3M | $242.8M | +1.6% | 2.058% | 0.02% |
| 9 | FIRST TRUST ADVISORS LP | 3.2M | $237.2M | -30.6% | 2.011% | 0.17% |
| 10 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 2.0M | $146.1M | +60.0% | 1.238% | 0.23% |
| 11 | AQR CAPITAL MANAGEMENT LLC | 1.9M | $139.3M | -11.4% | 1.181% | 0.06% |
| 12 | Woodline Partners LP | 1.8M | $133.8M | +29.7% | 1.134% | 0.51% |
| 13 | NORTHERN TRUST CORP | 1.7M | $126.0M | +1.2% | 1.068% | 0.02% |
| 14 | MILLENNIUM MANAGEMENT LLC | 1.7M | $122.6M | +70.5% | 1.039% | 0.08% |
| 15 | VICTORY CAPITAL MANAGEMENT INC | 1.6M | $120.2M | -8.4% | 1.019% | 0.08% |
| 16 | GOLDMAN SACHS GROUP INC | 1.6M | $115.5M | +27.2% | 0.979% | 0.01% |
| 17 | BALYASNY ASSET MANAGEMENT LLC | 1.5M | $112.2M | +119.2% | 0.951% | 0.38% |
| 18 | TWO SIGMA INVESTMENTS, LP | 1.5M | $111.4M | +199.1% | 0.944% | 0.09% |
| 19 | DONALD SMITH & CO., INC. | 1.3M | $97.0M | +1.0% | 0.822% | 1.74% |
| 20 | Bank of New York Mellon Corp | 1.3M | $95.1M | -22.0% | 0.806% | 0.02% |
| 21 | Nuveen, LLC | 1.2M | $86.5M | +6.1% | 0.734% | 0.02% |
| 22 | Point72 Asset Management, L.P. | 1.2M | $84.3M | +50.3% | 0.715% | 0.12% |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.1M | $83.9M | -79.7% | 0.711% | 0.01% |
| 24 | NORDEA INVESTMENT MANAGEMENT AB | 1.1M | $78.6M | +0.1% | 0.669% | 0.07% |
| 25 | D. E. Shaw & Co., Inc. | 1.0M | $76.2M | +92.1% | 0.646% | 0.07% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in UNM — a direct measure of their conviction.
Filings activity in UNM during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 673 | 0.9% | 58.36% | 14.16 pp | $8.74B | 20% |
| Q4 2025 | 679 | +4.6% | 72.52% | +6.72 pp | $10.86B | +10% |
| Q3 2025 | 649 | 9.6% | 65.80% | 12.86 pp | $9.85B | 16% |
| Q2 2025 | 718 | +1.4% | 78.66% | +5.19 pp | $11.78B | +7.1% |
| Q1 2025 | 708 | +7.4% | 73.47% | +1.91 pp | $11.00B | +2.7% |
| Q4 2024 | 659 | +9.7% | 71.56% | +18.21 pp | $10.72B | +34% |
| Q3 2024 | 601 | +7.1% | 53.35% | +0.85 pp | $7.99B | +1.6% |
| Q2 2024 | 561 | — | 52.50% | — | $7.86B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying UNM stock.
Based on Q1 2026 13F filings, institutional ownership of Unum Group stands at 58.4%, held across 673 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of UNM, with approximately 18,232,504 shares worth $1.33B as of Q1 2026.
Yes — 3 widely-followed marquee investors appear among the top 25 institutional holders of UNM, including MILLENNIUM MANAGEMENT LLC, TWO SIGMA INVESTMENTS, LP, Point72 Asset Management, L.P..
Our composite Smart Money Score for UNM is 47 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
96 institutions opened new positions in UNM during Q1 2026, while 102 fully exited. 151 added to existing positions and 423 trimmed.
UNM institutional ownership fell by 14.16 percentage points quarter-over-quarter, with a net change of -6 holders.
The top 10 institutions account for 52.5% 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