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UNM · V in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

UNMV
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • UNM
  • V
0204060202120222023202420252026
Holders and value by quarter
QuarterUNMV
Q3 202010 holders, $491m55 holders, $62.2bn
Q4 202011 holders, $621m52 holders, $67.1bn
Q1 20217 holders, $675m58 holders, $64.5bn
Q2 20218 holders, $766m52 holders, $69.3bn
Q3 202112 holders, $717m56 holders, $63.6bn
Q4 20219 holders, $264m47 holders, $58.0bn
Q1 202212 holders, $822m59 holders, $61.8bn
Q2 202210 holders, $994m57 holders, $55.2bn
Q3 202212 holders, $1.2bn57 holders, $50.7bn
Q4 202213 holders, $1.2bn54 holders, $59.4bn
Q1 202319 holders, $1.1bn55 holders, $64.0bn
Q2 202315 holders, $1.3bn54 holders, $65.2bn
Q3 202313 holders, $1.3bn55 holders, $61.5bn
Q4 202314 holders, $1.1bn48 holders, $68.6bn
Q1 202415 holders, $1.5bn50 holders, $73.1bn
Q2 20249 holders, $1.3bn45 holders, $69.5bn
Q3 202413 holders, $1.4bn47 holders, $70.5bn
Q4 202416 holders, $1.4bn48 holders, $77.6bn
Q1 202516 holders, $1.3bn43 holders, $83.5bn
Q2 202514 holders, $1.2bn45 holders, $83.4bn
Q3 202513 holders, $1.1bn48 holders, $82.8bn
Q4 202515 holders, $1.2bn49 holders, $86.0bn
Q1 202617 holders, $1.4bn49 holders, $73.3bn
Q2 202617 holders, $1.9bn52 holders, $81.9bn
UNM

Unum Group

Holders
16
Reported value
$1.4bn
Buyers
5
Sellers
11

Breadth -6 among 94 comparable managers.

InsuranceFinancial services · L3VLUP
V

Visa Inc

Holders
48
Reported value
$77.6bn
Buyers
15
Sellers
26

Breadth -11 among 94 comparable managers.

Business and payment servicesFinancial services · L3VLUP

Who holds both, Q4 2024

Among the 51 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only UNM (3)

Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Hudson Bay Capital Management LP

Only V (35)

Akre Capital Management LLC, AllianceBernstein LP, Artisan Partners LP, Berkshire Hathaway Inc, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, Farallon Capital Management LLC, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Polen Capital Management LLC, Schonfeld Strategic Advisors LLC, and 10 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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