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Of the 16 tracked institutions holding UNM, 9 have a 3-year clone track record — 7 of them beat the S&P. Average holder's clone alpha: +3.8pt. It's a gauge of who owns the name, not just how many.
Among the 16 tracked institutional investors we monitor, UNM (UNUM GROUP) is held with a combined value of $4.80B across 56,143,570 shares. The largest holder is BlackRock, Inc. with a position worth $1.61B (0.02% of their portfolio). 2 funds opened new positions in the most recent quarter. 4 funds increased their holdings. 10 funds reduced their position.
Total Institutional Value
$4.80B
Total Shares Held
56,143,570
Institutional Holders
16
% of Shares Outstanding
35.5%
of 158.31M shares · SEC 2026-07-27
Days to Cover
2.5+14.5%
3.39M shares short · FINRA 2026-08-14
Tracked 13F institutions hold 35.5% of UNM's shares outstanding. This is a floor: 13F filings arrive on a ~45-day lag and we track only a subset of institutional filers, so true institutional ownership is higher. Shares-outstanding is the latest SEC cover-page figure (as of 2026-07-27), not a live float.
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $1.61B | 0.02% | -1.3% |
| 2 | VANGUARD GROUP INC | $1.41B | 0.02% | -2.6% |
| 3 | FMR LLC | $691.71M | 0.03% | +7.3% |
| 4 | STATE STREET CORP | $453.21M | 0.01% | -1.5% |
| 5 | AQR CAPITAL MANAGEMENT LLC | $266.19M | 0.09% | +56.6% |
| 6 | MILLENNIUM MANAGEMENT LLC | $123.70M | 0.08% | -17.6% |
| 7 | Point72 Asset Management, L.P. | $77.24M | 0.12% | -25.1% |
| 8 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $58.11M | 0.08% | -67.5% |
| 9 | CITADEL ADVISORS LLC | $30.37M | 0.02% | +34.5% |
| 10 | WELLINGTON MANAGEMENT GROUP LLP | $25.70M | 0.00% | -21.1% |
| Member | Type | Date |
|---|---|---|
| Lisa McClain | Sell | Oct 31, 2025 |
| Lisa McClain | Buy | Oct 30, 2025 |
| Lisa McClain | Sell | Oct 30, 2025 |
| Lisa McClain | Buy |
As of the latest SEC 13F filings, BlackRock, Inc. is the largest institutional holder of UNM with a position worth $1.61B, representing 0.02% of their portfolio. In total, 16 institutional investors hold UNM with a combined value of $4.80B.
In the most recent quarter, 2 funds opened a new position in UNM. Additionally, 4 increased their holdings and 10 reduced their positions.
Institutional investors hold $4.80B worth of UNM stock across 16 positions. The largest institutional holder is BlackRock, Inc. with $1.61B in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For UNM, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their UNM positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
| Aug 4, 2025 |
| Lisa McClain | Sell | Jun 17, 2025 |
| Lisa McClain | Buy | Jun 11, 2025 |
Last Close
$94.31
2026-09-10
YTD
+22.1%
91% of 52-week range