UNUM GROUP (UNM) Institutional Ownership

UNM is currently held by 4 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $77.75M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

The largest disclosed holder is Donald Smith & Co., which reported ownership valued at approximately $58.06M in its June 30, 2026 13F filing. Based on current market prices and the latest disclosed share count, Donald Smith & Co.'s UNM position is now estimated to be worth approximately $61.82M, representing an estimated gain of +6.48% since the filing period.

Major shareholders tracked on this page include Donald Smith & Co., Renaissance Technologies LLC, Sequoia Financial Advisors, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.

This page tracks asset manager ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward UNUM GROUP (UNM).

Institutional Ownership Trend

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q2 20264$77,754,227869,734
Q1 20264$106,914,2241,463,977
Q4 20253$104,493,3541,348,301
Q3 20253$140,718,6411,809,188
Q2 20254$167,271,9282,071,222
Q1 20254$196,184,4452,408,353
Q4 20243$205,244,7542,810,417
Q3 20243$202,441,3463,405,810
Q2 20243$179,194,2673,506,051
Q1 20243$241,177,9134,494,562
Q4 20232$187,029,3704,135,982
Q3 20233$422,916,1968,597,610

Related UNM Institutional Insights: