UNUM GROUP (UNM) Institutional Ownership Changes & 13F Activity

UNUM GROUP (UNM). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Adage Capital Partners Gp, L.L.C., Toms Capital Investment Management Lp, Aqr Capital Management Llc, Qube Research & Technologies Ltd, and Invesco Ltd..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+152,055+977.7%167,607$14.98MQ2 2026Sep 23, 2026
Qrg Capital Management, Inc.Buy+1,404+10.8%14,359$1.28MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+289+1.6%18,806$1.68MQ2 2026Sep 23, 2026
State Street CorpSell-78,017-1.5%5,069,408$453.21MQ2 2026Sep 22, 2026
Anchor Investment Management, LlcSell-236-0.6%39,380$3.52MQ2 2026Sep 15, 2026
Manufacturers Life Insurance Company, TheSell-3,039-1.3%226,519$20.25MQ2 2026Sep 09, 2026
Integrated Wealth Concepts LlcBuy+1,181+11.1%11,810$1.06MQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+87,087+34.5%339,678$30.37MQ2 2026Sep 02, 2026
Allianz Asset Management GmbhBuy+2,382+0.5%462,851$41.38MQ2 2026Sep 02, 2026
Parrish Capital LlcSell-1,854-13.0%12,427$1.11MQ2 2026Sep 01, 2026
Corient Private Wealth LlcSell-73,784-35.6%133,576$11.94MQ2 2026Aug 27, 2026
California State Teachers Retirement SystemSell-19,407-10.3%168,876$15.10MQ2 2026Aug 24, 2026
Assenagon Asset Management S.A.Buy+195,778+84.5%427,364$38.21MQ2 2026Aug 21, 2026
Mercer Global Advisors IncBuy+20,731+14.5%163,483$14.62MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+1,947+37.7%7,118$636.37KQ2 2026Aug 19, 2026
Livforsakringsbolaget Skandia, OmsesidigtSell-20,300-21.9%72,400$6.47MQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcSell-627-14.8%3,616$323.27KQ2 2026Aug 18, 2026
Jefferies Financial Group Inc.Sell-17,228-64.2%9,590$857.35KQ2 2026Aug 17, 2026
Empowered Funds, LlcSell-16,995-65.0%9,144$817.47KQ2 2026Aug 17, 2026
Capstone Investment Advisors, LlcBuy+6,640—6,640$593.62KQ2 2026Aug 17, 2026
Public Employees Retirement System Of OhioSell-3,464-6.6%48,714$4.36MQ2 2026Aug 17, 2026
Proficio Capital Partners LlcBuy+2,977—2,977$266.14KQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcBuy+1,426+10.4%15,085$1.35MQ2 2026Aug 17, 2026
Redwood Investment Management, LlcSell-1,184-8.4%12,971$1.16MQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+8+9.4%93$8.32KQ2 2026Aug 17, 2026
Adage Capital Partners Gp, L.L.C.Sell-1,350,000-67.5%650,000$58.11MQ2 2026Aug 14, 2026
Toms Capital Investment Management LpBuy+1,275,000—1,275,000$113.98MQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+1,080,525+56.6%2,988,552$266.19MQ2 2026Aug 14, 2026
Qube Research & Technologies LtdBuy+1,025,282+118.9%1,887,949$168.78MQ2 2026Aug 14, 2026
Invesco Ltd.Buy+763,330—763,330$68.24MQ2 2026Aug 14, 2026
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Frequently asked questions about UNM activity

  • Which institutional owners are buying UNM?

    Institutional owners buying UNM include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in UNM activity?

    "Buy" means an investor increased their reported position in UNM compared to the prior reporting period. This reflects growing exposure to UNUM GROUP (UNM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in UNM increasing?

    Institutional interest in UNM can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.