UNM Unum Group
Unum Group (UNM) Institutional Ownership
What the institutions did with UNM last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| Swedbank AB | 737.4K | 16.5% |
| Assenagon Asset Management S.A. | 625.4K | 14.0% |
| GRACE & WHITE INC /NY | 487.6K | 10.9% |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 354.7K | 7.9% |
| GATEWAY INVESTMENT ADVISERS LLC | 238.7K | 5.3% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 127.0K | 2.8% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 103.4K | 2.3% |
| DekaBank Deutsche Girozentrale | 93.4K | 2.1% |
| Silver Lake Advisory, LLC | 72.7K | 1.6% |
| VIKING FUND MANAGEMENT LLC | 70.0K | 1.6% |
| AMALGAMATED BANK | 64.9K | 1.5% |
| Livforsakringsbolaget Skandia, Omsesidigt | 60.3K | 1.3% |
| State of Alaska, Department of Revenue | 60.2K | 1.3% |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 52.6K | 1.2% |
| PensionDanmark Pensionsforsikringsaktieselskab | 48.2K | 1.1% |
| Louisiana State Employees Retirement System | 42.8K | 1.0% |
| NISA INVESTMENT ADVISORS, LLC | 42.3K | 0.9% |
| TD PRIVATE CLIENT WEALTH LLC | 40.1K | 0.9% |
| YOUSIF CAPITAL MANAGEMENT, LLC | 39.9K | 0.9% |
| apricus wealth, LLC | 37.7K | 0.8% |
| Great Diamond Partners, LLC | 36.7K | 0.8% |
| PEAK FINANCIAL ADVISORS LLC | 35.8K | 0.8% |
| Sculati Wealth Management, LLC | 35.3K | 0.8% |
| STATE OF MICHIGAN RETIREMENT SYSTEM | 33.8K | 0.8% |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC. | 31.5K | 0.7% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Assenagon Asset Management S.A. | Reduced | 854.7K | 625.4K | -229.3K |
| Vest Financial, LLC | Sold Out | 229.0K | 0 | -229.0K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | Reduced | 202.4K | 12.0K | -190.4K |
| DekaBank Deutsche Girozentrale | Reduced | 250.7K | 93.4K | -157.3K |
| Y-Intercept (Hong Kong) Ltd | Reduced | 101.8K | 19.6K | -82.2K |
| Swedbank AB | Increased | 686.1K | 737.4K | +51.3K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Increased | 55.7K | 103.4K | +47.7K |
| WEDGE CAPITAL MANAGEMENT L L P/NC | Reduced | 390.3K | 354.7K | -35.6K |
| CPC Advisors, LLC | Sold Out | 30.2K | 0 | -30.2K |
| Neumann Capital Management, LLC | New | 0 | 20.3K | +20.3K |
| Convergence Investment Partners, LLC | Sold Out | 18.3K | 0 | -18.3K |
| Oak Thistle LLC | Sold Out | 18.2K | 0 | -18.2K |
| EXCHANGE TRADED CONCEPTS, LLC | Increased | 2.4K | 17.0K | +14.6K |
| Livforsakringsbolaget Skandia, Omsesidigt | Reduced | 72.4K | 60.3K | -12.1K |
| FIRST CITIZENS BANK & TRUST CO | Reduced | 20.6K | 9.2K | -11.4K |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | Reduced | 137.7K | 127.0K | -10.7K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | Reduced | 16.8K | 7.4K | -9.4K |
| PEAK FINANCIAL ADVISORS LLC | Increased | 27.2K | 35.8K | +8.6K |
| North Dakota State Investment Board | Increased | 4.9K | 12.8K | +7.9K |
| State of Wyoming | Reduced | 9.4K | 2.0K | -7.4K |
| LECAP ASSET MANAGEMENT LTD | Reduced | 15.6K | 10.0K | -5.6K |
| Aaron Wealth Advisors LLC | Reduced | 8.0K | 3.5K | -4.4K |
| FULCRUM WEALTH ADVISORS, LLC | Sold Out | 3.9K | 0 | -3.9K |
| VICTORY FINANCIAL GROUP, LLC | Sold Out | 3.4K | 0 | -3.4K |
| Prime Capital Investment Advisors, LLC | Sold Out | 3.2K | 0 | -3.2K |
| YOUSIF CAPITAL MANAGEMENT, LLC | Reduced | 42.9K | 39.9K | -3.1K |
| BURNEY CO/ | Reduced | 17.9K | 14.9K | -3.1K |
| GATEWAY INVESTMENT ADVISERS LLC | Increased | 235.6K | 238.7K | +3.1K |
| Vontobel Holding Ltd. | Sold Out | 2.9K | 0 | -2.9K |
| MBL Wealth, LLC | New | 0 | 2.8K | +2.8K |
| Accurate Wealth Management, LLC | Increased | 6.7K | 9.4K | +2.7K |
| NOVEM GROUP | New | 0 | 2.7K | +2.7K |
| PARSONS CAPITAL MANAGEMENT INC/RI | Sold Out | 2.3K | 0 | -2.3K |
| Resonant Capital Advisors, LLC | Sold Out | 2.2K | 0 | -2.2K |
| JSF Financial, LLC | Increased | 13.7K | 15.8K | +2.1K |
| Root Financial Partners, LLC | New | 0 | 2.1K | +2.1K |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | Reduced | 54.7K | 52.6K | -2.0K |
| BAILARD, INC. | Increased | 23.6K | 25.5K | +1.8K |
| Concurrent Investment Advisors, LLC | Increased | 25.9K | 27.7K | +1.8K |
| Goelzer Investment Management, Inc. | Increased | 25.7K | 27.4K | +1.6K |
| NISA INVESTMENT ADVISORS, LLC | Increased | 40.7K | 42.3K | +1.6K |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC. | Increased | 29.9K | 31.5K | +1.6K |
| CITIZENS FINANCIAL GROUP INC/RI | Increased | 5.5K | 7.0K | +1.5K |
| Midwest Trust Co | Increased | 2.9K | 4.3K | +1.4K |
| TD PRIVATE CLIENT WEALTH LLC | Increased | 38.7K | 40.1K | +1.3K |
| John Boyer, Inc. | New | 0 | 1.2K | +1.2K |
| EVERGREEN CAPITAL MANAGEMENT LLC | Reduced | 19.9K | 18.7K | -1.2K |
| Total Wealth Planning & Management, Inc. | Reduced | 11.7K | 10.6K | -1.1K |
| Farther Finance Advisors, LLC | Increased | 6.8K | 7.9K | +1.1K |
| VIEWPOINT INVESTMENT PARTNERS CORP | Reduced | 4.5K | 3.5K | -1.0K |
| PensionDanmark Pensionsforsikringsaktieselskab | Reduced | 49.2K | 48.2K | -1.0K |
| Center for Financial Planning, Inc. | Reduced | 1.3K | 308 | -979 |
| NorthCrest Asset Manangement, LLC | Increased | 2.4K | 3.4K | +926 |
| KBC Group NV | Increased | 4.2K | 5.0K | +853 |
| Pacific Center for Financial Services | New | 0 | 848 | +848 |
| HB Wealth Management, LLC | Increased | 18.5K | 19.3K | +791 |
| Kendall Capital Management | Reduced | 31.7K | 30.9K | -786 |
| State of Alaska, Department of Revenue | Reduced | 60.9K | 60.2K | -755 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Sold Out | 750 | 0 | -750 |
| TD Waterhouse Canada Inc. | Increased | 4.9K | 5.6K | +742 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.