Follow-The-Filings

Security

UNM

Unum Group · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

14 owners 1 new 2 exits max 0.2% (Dmitry Balyasny - Balyasn...)

owners 14
max % 0.2%
tracked value $3.1B
qoq N 1 A 9 R 3 E 2

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.2% Add +119.2% 1,536,324 $112M hist
Norges Bank 2025 Q4 stale 0.1% Add +3.8% 14,308,628 $1.1B hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.1% Add +50.3% 1,153,852 $84M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.1% Add +2.4% 247,227 $18M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.1% Reduce -11.4% 1,908,027 $139M hist
Two Sigma Investments, LP 2025 Q4 stale 0.1% Reduce -41.0% 509,814 $40M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.1% Add +70.5% 1,678,632 $123M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.1% Add +92.1% 1,042,923 $76M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce -2.6% 18,174,771 $1.4B hist
Renaissance Technologies LLC 2026 Q1 0.0% New 0.0% 96,500 $7M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add +5.6% 252,591 $18M hist
Natixis Advisors, LLC 2026 Q1 0.0% Add +35.5% 38,277 $3M hist
Thomas Russo - Gardner Russo & Quinn LLC 2026 Q1 0.0% 3,800 $278 hist
Ancora Advisors LLC 2026 Q1 0.0% Add +8.7% 922 $67 hist
Marshall Wace - Marshall Wace, LLP exited 2026 Q1 last 2025 Q4 0.0% Exit -0.04 pp 561,154 $43M hist
Joel Greenblatt - Gotham Asset Management, LLC exited 2026 Q1 last 2025 Q4 0.0% Exit -0.01 pp 21,054 $2M hist

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $12.39B $12.89B $13.08B
Gross profit
Gross margin
Net income $1.28B $1.78B $738.5M
Net margin * 10.4% 13.8% 5.6%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets
Total non-current assets
Total assets $63.26B $61.96B $63.52B
Total current liabilities
Total non-current liabilities
Total equity $9.65B $10.96B $11.12B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $1.2B $1.51B $687.7M
Cash from investing -$725.9M -$344.4M $548.9M
Cash from financing -$450.1M -$1.15B -$1.24B
Net change in cash $26.8M $16.8M -$4.6M

ownership over time

filing count by report period · click a bar for that quarter’s holders