DOSSIER · 13F Holders · Q1 2026Financial Services · Accident & Health InsuranceHigh-convictionMulti-bagger
UNM

UNUM GROUP

728 institutions still hold UNUM GROUP as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 91529Y106·Accident & Health Insurance·728 13F holders·last filed Mar 31, 2026
Market cap
8.2%
vs prior quarter
13F value held
$5.8B
54.0% inst. owned
of float
Holders
728
+111 QoQ
filers reporting
Activity
+70 / −70
+811 added · −842 reduced
this quarter
Concentration
23.10%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q1 2026

728 institutions reported UNM in Q1 2026. BlackRock, Inc. leads at 23.1% of the visible book. +111 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$1.3B18.2M0.02%Q1 2026
02
Vanguard Portfolio Management
CIK 0002100121
$682M9.3M0.04%Q1 2026
03
FMR LLC
CIK 0000315066
$526M7.2M0.03%Q1 2026
04
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$507M6.9M0.01%Q1 2026
05
STATE STREET CORP
CIK 0000093751
$376M5.1M0.01%Q1 2026
06
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$298M4.1M0.06%Q1 2026
07
MORGAN STANLEY
CIK 0000895421
$244M3.3M0.01%Q1 2026
08
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$243M3.3M0.02%Q1 2026
09
FIRST TRUST ADVISORS LP
CIK 0001125816· Index
$237M3.2M0.17%Q1 2026
10
ADAGE CAPITAL PARTNERS GP, L.L.C.
CIK 0001165408
$146M2.0M0.23%Q1 2026
11
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
$139M1.9M0.06%Q1 2026
12
Woodline Partners LP
CIK 0001784547
$134M1.8M0.51%Q1 2026
13
NORTHERN TRUST CORP
CIK 0000073124· Index
$126M1.7M0.02%Q1 2026
14
MILLENNIUM MANAGEMENT LLC
CIK 0001273087
$123M1.7M0.05%Q1 2026
15
VICTORY CAPITAL MANAGEMENT INC
CIK 0001040188
$120M1.6M0.08%Q1 2026
16
GOLDMAN SACHS GROUP INC
CIK 0000886982
$116M1.6M0.01%Q1 2026
17
BALYASNY ASSET MANAGEMENT L.P.
CIK 0001218710
$112M1.5M0.15%Q1 2026
18
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$111M1.5M0.09%Q1 2026
19
DONALD SMITH & CO., INC.
CIK 0000814375
$97M1.3M1.74%Q1 2026
20
Bank of New York Mellon Corp
CIK 0001390777
$95M1.3M0.02%Q1 2026
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