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Unum Group

UNM
Exchange
NYSE
Industry
Accident & Health Insurance
SEC CIK
0000005513

In the last 90 days, Unum Group insiders filed 0 open-market purchases and 3 sales; 766 institutions reported holding it in 13F filings for Q2 2026, worth $12.6B in total; Gardner Russo & Quinn is the only superinvestor holding it.

Other share classesUNMA

Q2 2021 vs. Q1 2021

How the institutions holding Unum Group changed between Q1 2021 and Q2 2021.

All holders in Q2 2021All holders in Q1 2021

13F holders of UNM: Q1 2021 compared with Q2 2021
MeasureQ1 2021Of which not filed for Q2 2021Q2 2021Change
Holders4594451−4
Shares167.9M319.0K171.7M+4.21M (+2.5%)
Value$4.67B$8.88M$4.88B+$216.3M (+4.6%)

4 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (54)

Institutions that held Unum Group at the end of Q2 2021 but not at the end of Q1 2021.

Institutions new to UNM in Q2 2021
InstitutionSharesValue% of portfolio
Boston Common Asset Management, LLC353,102$10.0M0.43%
Hudson Bay Capital Management LP200,000$5.68M0.07%
Ibex Wealth Advisors180,121$5.12M1.02%
Interval Partners, LP151,329$4.30M0.26%
Amundi148,556$4.22M0.00%
FJ Capital Management LLC71,000$2.03M0.17%
Symmetry Partners, LLC55,240$1.57M0.10%
Polianta Ltd42,300$1.20M0.62%
Salem Investment Counselors Inc26,209$744.0K0.04%
Wealthstar Advisors, LLC22,775$649.0K0.25%
Bridgewater Associates, LP20,238$575.0K0.00%
Covenant Multifamily Offices, LLC16,913$480.0K0.09%
Twin Tree Management, LP16,645$473.0K0.01%
McIlrath & Eck, LLC15,902$452.0K0.14%
Nomura Holdings Inc12,267$350.0K0.00%
Beacon Pointe Advisors, LLC11,759$334.0K0.01%
Mariner, LLC11,171$317.0K0.00%
Steel Peak Wealth Management LLC10,678$303.0K0.02%
Johnson Investment Counsel Inc10,496$298.0K0.00%
Principle Wealth Partners LLC9,355$266.0K0.03%
Inscription Capital, LLC9,355$266.0K0.03%
XTX Topco Ltd8,938$254.0K0.09%
Slow Capital, Inc.8,861$252.0K0.05%
PRW Wealth Management LLC8,785$250.0K0.07%
Pinnacle Wealth Advisors8,595$244.0K0.01%
Simplex Trading, LLC8,153$231.0K0.01%
Lombard Odier Asset Management (Switzerland) SA7,766$221.0K0.01%
Investors Asset Management of Georgia Inc7,575$215.0K0.12%
Vestmark Advisory Solutions, Inc.7,539$214.0K0.02%
Flagship Harbor Advisors, LLC7,428$211.0K0.02%
Deseret Mutual Benefit Administrators4,376$124.0K0.03%
Brewin Dolphin Ltd4,000$113.6K0.01%
West Branch Capital LLC2,709$77.0K0.04%
Compagnie Lombard Odier SCmA1,350$38.0K0.00%
NN Investment Partners Holdings N.V.1,200$34.0K0.00%
Clearstead Advisors, LLC955$27.0K0.00%
Capstone Investment Advisors, LLC828$24.0K0.00%
Riverview Trust Co800$23.0K0.02%
Strategic Blueprint, LLC712$20.0K0.00%
Ten Capital Wealth Advisors, LLC658$19.0K0.00%
Dark Forest Capital Management LP450$13.0K0.01%
Newton One Investments LLC256$7.00K0.01%
BBVA USA203$6.00K0.00%
Global Retirement Partners, LLC217$6.00K0.00%
Charter Oak Capital Management, LLC226$6.00K0.00%
Tradition Wealth Management, LLC200$6.00K0.00%
Caldwell Trust Co77$2.19K0.00%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC72$2.00K0.00%
Sentry Investment Management LLC21$1.00K0.00%
C M Bidwell & Associates Ltd35$1.00K0.00%
MV Capital Management, Inc.33$1.00K0.00%
WestEnd Advisors, LLC–$850.00%
Lake Point Wealth Management6$00.00%
Liberty Wealth Management LLC1$00.00%

Sold out (58)

Institutions that held Unum Group at the end of Q1 2021 and filed for Q2 2021 without it.

Institutions that sold out of UNM in Q2 2021
InstitutionShares, Q1 2021Value, Q1 2021
Wasatch Advisors Inc722,873$20.1M
Prudential PLC385,325$10.7M
Mount Lucas Management LP373,413$10.4M
HRT Financial LP230,411$6.41M
Natixis200,027$5.57M
Qube Research & Technologies Ltd172,380$4.80M
Brookfield Asset Management Inc.153,133$4.26M
Renaissance Technologies LLC136,400$3.80M
Dai-Ichi Life Insurance Company, Ltd130,000$3.62M
Cinctive Capital Management LP118,901$3.31M
Bank of Nova Scotia109,585$3.05M
Vestcor Inc100,300$2.79M
PEAK6 Investments LLC70,741$1.97M
Tudor Investment Corp Et Al61,079$1.70M
Ossiam57,486$1.60M
Paloma Partners Management Co55,964$1.56M
Cipher Capital LP55,060$1.53M
Los Angeles Capital Management LLC54,614$1.52M
Canada Pension Plan Investment Board53,000$1.48M
Dynamic Technology Lab Private Ltd48,734$1.36M
ExodusPoint Capital Management, LP48,301$1.34M
Quantbot Technologies LP42,092$1.17M
Trexquant Investment LP37,396$1.04M
Prelude Capital Management, LLC29,467$820.0K
Group One Trading, L.P.24,350$678.0K
LS Investment Advisors, LLC23,952$667.0K
Marshall Wace, LLP22,131$616.0K
Point72 Hong Kong Ltd19,236$535.0K
Centiva Capital, LP15,171$422.0K
Brasada Capital Management, LP15,000$417.0K
AlphaCentric Advisors LLC12,633$352.0K
Siemens Fonds Invest GmbH12,625$351.0K
Wealthspire Advisors, LLC12,461$347.0K
Bayesian Capital Management, LP11,731$326.0K
Worldquant Millennium Advisors LLC11,127$310.0K
Renaissance Group LLC10,824$301.0K
Maverick Capital LtdSuperinvestorMaverick Capital10,704$298.0K
Echo Street Capital Management LLC10,570$294.0K
Verition Fund Management LLC10,554$294.0K
KBC Group NV8,881$247.0K
Sowell Financial Services LLC7,580$228.0K
Bailard, Inc.7,217$201.0K
Cigna Investments Inc7,190$200.0K
Valeo Financial Advisors, LLC2,446$68.0K
Human Investing LLC1,533$43.0K
Delta Asset Management LLC750$21.0K
MPS Loria Financial Planners, LLC705$19.0K
Grant Street Asset Management, Inc.572$16.0K
Meridian Wealth Partners, LLC571$16.0K
Stonebridge Capital Advisors LLC406$11.0K
TD Ameritrade Investment Management, LLC240$6.00K
Wealthcare Capital Management LLC168$5.00K
Sun Life Financial INC119$3.00K
Prime Capital Investment Advisors, LLC102$3.00K
Thompson Siegel & Walmsley LLC63$2.00K
Denali Advisors LLC78$2.00K
Ameritas Investment Company, LLC48$1.34K
FIL Ltd18$1.00K

Not filed for Q2 2021 yet (4)

Institutions that held Unum Group at the end of Q1 2021 and haven't filed a 13F for Q2 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UNM in Q1 2021 that haven't filed for Q2 2021
InstitutionShares, Q1 2021Value, Q1 2021
Amundi Asset Management US, Inc.161,424$4.49M
Bokf, NA130,667$3.64M
Sullivan, Bruyette, Speros & Blaney, LLC22,138$616.0K
CSat Investment Advisory, L.P.4,785$133.0K