Who Owns Unum Group (UNM)?Hedge Fund & Institutional Holders

$72.05-0.64 (-0.88%)Financial ServicesNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

Infinity%

QoQ Change in Holders

+7 / -1

Price History

$53.33$60.83$68.34$75.84$83.34Aug 24Jun 25Mar 26

UNM — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Entropy Technologies, LPIncreased+36K+$3.0T
FMR LLCIncreased+259K+$573.4B
Allianz Asset Management GmbHNew Position+1.2M+$88.0B
NORDEA INVESTMENT MANAGEMENT ABNew Position+1.1M+$83.9B
Zurich Insurance Group Ltd/FINew Position+759K+$58.0B
Woodline Partners LPIncreased+748K+$57.3B
Point72 Asset Management, L.P.Increased+736K+$56.5B
Alyeska Investment Group, L.P.Increased+731K+$56.4B
ALGEBRIS (UK) LTDNew Position+700K+$54.3B
D. E. Shaw & Co., Inc.Increased+469K+$35.3B
Retirement Systems of AlabamaNew Position+410K+$31.8B
PRINCIPAL FINANCIAL GROUP INCNew Position+331K+$25.7B
VIRGINIA RETIREMENT SYSTEMS ET AlNew Position+309K+$23.9B
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPIncreased+265K+$20.0B
MERCER GLOBAL ADVISORS INC /ADVIncreased+253K+$19.7B

UNM — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
FIRST TRUST ADVISORS LPDecreased-1.1M-$84.1B
MOORE CAPITAL MANAGEMENT, LPClosed Position-659K-$51.3B
Swiss Life Asset Management LtdDecreased-1.5M-$49.0B
DONALD SMITH & CO., INC.Decreased-465K-$36.5B
ProShare Advisors LLCDecreased-4K-$34.1B
TWO SIGMA ADVISERS, LPDecreased-393K-$31.5B
VICTORY CAPITAL MANAGEMENT INCDecreased-379K-$30.3B
TWO SIGMA INVESTMENTS, LPDecreased-355K-$28.2B
Zurcher Kantonalbank (Zurich Cantonalbank)Decreased-344K-$26.8B
GOLDMAN SACHS GROUP INCDecreased-266K-$23.4B
LPL Financial LLCDecreased-734-$22.7B
AMERICAN CENTURY COMPANIES INCDecreased-215K-$17.7B
AQR CAPITAL MANAGEMENT LLCDecreased-186K-$16.6B
Bridgewater Associates, LPDecreased-195K-$15.9B
PRUDENTIAL FINANCIAL INCDecreased-181K-$14.2B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Entropy Technologies, LP48,766$3.0T162.78%Share
2CHARLES SCHWAB INVESTMENT MANAGEMENT INC5,653,246$438.0B68.06%Share
3FMR LLC5,027,555$389.0B19.83%Share
4FIRST TRUST ADVISORS LP4,681,079$362.0B263.09%Share
5DIMENSIONAL FUND ADVISORS LP3,323,667$257.0B53.91%Share
6AQR CAPITAL MANAGEMENT LLC2,140,325$165.0B86.56%Share
7VICTORY CAPITAL MANAGEMENT INC1,797,305$139.0B78.44%Share
8FMR LLC1,692,894$131.0B6.68%Share
9Woodline Partners LP1,412,830$109.0B422.33%Share
10DONALD SMITH & CO., INC.1,315,212$101.9B1909.30%Share
11NORTHERN TRUST CORP1,312,434$101.0B12.88%Share
12ADAGE CAPITAL PARTNERS GP, L.L.C.1,250,000$96.0B145.29%Share
13Invesco Ltd.1,228,306$95.2B14.60%Share
14GOLDMAN SACHS GROUP INC1,194,853$92.0B11.34%Share
15UBS Group AG1,125,343$87.2B14.14%Share
16Allianz Asset Management GmbH1,065,027$82.0B82.93%Share
17MILLENNIUM MANAGEMENT LLC984,384$76.0B31.96%Share
18Alyeska Investment Group, L.P.930,534$72.0B203.37%Share
19ROYAL BANK OF CANADA828,806$64.0B10.41%Share
20Point72 Asset Management, L.P.767,720$59.0B65.98%Share
21Zurich Insurance Group Ltd/FI759,490$58.0B402.41%Share
22ALGEBRIS (UK) LTD699,806$54.3B4.25%Share
23BALYASNY ASSET MANAGEMENT L.P.700,748$54.0B68.55%Share
24NORDEA INVESTMENT MANAGEMENT AB676,692$52.6B45.17%Share
25CAISSE DE DEPOT ET PLACEMENT DU QUEBEC621,059$48.0B81.42%Share
26Nuveen, LLC612,986$47.0B12.31%Share
27Ensign Peak Advisors, Inc600,257$46.0B81.25%Share
28MERCER GLOBAL ADVISORS INC /ADV540,144$42.0B64.02%Share
29D. E. Shaw & Co., Inc.538,489$41.0B22.48%Share
30ARROWSTREET CAPITAL, LIMITED PARTNERSHIP521,352$40.0B23.43%Share
31Neuberger Berman Group LLC523,072$40.0B29.78%Share
32TWO SIGMA INVESTMENTS, LP509,814$39.0B55.01%Share
33CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM461,161$35.0B20.01%Share
34RHUMBLINE ADVISERS440,236$34.0B27.49%Share
35WEDGE CAPITAL MANAGEMENT L L P/NC429,129$33.3B597.19%Share
36Retirement Systems of Alabama409,759$31.8B103.09%Share
37FMR LLC394,311$30.0B1.53%Share
38Nuveen, LLC397,681$30.0B7.86%Share
39JPMORGAN CHASE & CO375,592$29.0B1.82%Share
40JACOBS LEVY EQUITY MANAGEMENT, INC358,829$27.0B104.26%Share
41DIMENSIONAL FUND ADVISORS LP359,888$27.0B5.66%Share
42PRINCIPAL FINANCIAL GROUP INC326,833$25.3B12.93%Share
43BANK OF AMERICA CORP /DE/334,465$25.0B1.82%Share
44CANADA PENSION PLAN INVESTMENT BOARD335,376$25.0B16.72%Share
45FMR LLC315,330$24.0B1.22%Share
46Swiss National Bank319,000$24.0B14.29%Share
47VIRGINIA RETIREMENT SYSTEMS ET Al308,620$23.9B142.30%Share
48NORDEA INVESTMENT MANAGEMENT AB300,939$23.4B20.09%Share
49AMERICAN CENTURY COMPANIES INC308,753$23.0B11.56%Share
50SEI INVESTMENTS CO295,762$22.0B21.72%Share

UNM Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025690$8.0T+258
Q3 2025432$4.4T-218
Q2 2025650$4.9T-69
Q1 2025719$7.8T+117
Q4 2024602$19.2T+117
Q3 2024485$258.5T+45
Q2 2024440$938.3T+5
Q1 2024435$711.4T—

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As of Q4 2025, 50 institutional investors hold UNM (Unum Group). The largest holder is Entropy Technologies, LP with $3.0T in shares. This quarter, 7 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own UNM?

As of Q4 2025, 50 institutional investors report holding UNM (Unum Group) in their 13F filings.

Who is the largest institutional holder of UNM?

The largest institutional holder of UNM is Entropy Technologies, LP with $3.0T in shares.

Is institutional ownership of UNM increasing or decreasing?

This quarter, 7 institutions opened new positions in UNM and 1 closed their positions.