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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

Q3 2021 vs. Q2 2021

How the institutions holding Unum Group changed between Q2 2021 and Q3 2021.

All holders in Q3 2021All holders in Q2 2021

13F holders of UNM: Q2 2021 compared with Q3 2021
MeasureQ2 2021Of which not filed for Q3 2021Q3 2021Change
Holders4517459+15
Shares171.7M238.0K166.9M−4.56M (−2.7%)
Value$4.88B$6.76M$4.18B−$686.4M (−14.1%)

7 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (68)

Institutions that held Unum Group at the end of Q3 2021 but not at the end of Q2 2021.

Institutions new to UNM in Q3 2021
InstitutionSharesValue% of portfolio
Qube Research & Technologies Ltd758,044$19.0M0.24%
Tudor Investment Corp Et Al604,750$15.2M0.31%
Renaissance Technologies LLC503,800$12.6M0.02%
D. E. Shaw & Co., Inc.417,025$10.5M0.01%
Miller Howard Investments Inc300,000$7.52M0.31%
Voloridge Investment Management, LLC218,673$5.48M0.04%
Boston Financial Mangement LLC200,000$5.01M0.20%
Bank of Nova Scotia156,262$3.92M0.01%
ExodusPoint Capital Management, LP153,514$3.85M0.06%
LMR Partners LLP152,144$3.81M0.05%
Connor, Clark & Lunn Investment Management Ltd.122,220$3.06M0.02%
Duality Advisers, LP117,105$2.94M0.22%
MUFG Securities EMEA plc112,000$2.81M0.04%
Brookfield Asset Management Inc.111,329$2.79M0.01%
Twinbeech Capital LP111,029$2.78M0.20%
Bokf, NA105,777$2.65M0.05%
Capitolis Advisors LLC91,511$2.52M0.02%
Point72 Hong Kong Ltd70,718$1.77M0.14%
HRT Financial LP68,149$1.71M0.01%
APG Asset Management N.V.78,300$1.69M0.00%
Paloma Partners Management Co65,904$1.65M0.07%
Echo Street Capital Management LLC57,999$1.45M0.01%
Quantbot Technologies LP51,548$1.29M0.09%
Redwood Investment Management, LLC44,748$1.12M0.16%
Trexquant Investment LP40,471$1.01M0.08%
Natixis40,334$1.01M0.00%
Polar Asset Management Partners Inc.37,199$932.0K0.01%
Virtu Financial LLC36,260$909.0K0.08%
Pearl River Capital, LLC31,246$783.0K0.21%
Dynamic Technology Lab Private Ltd29,506$739.0K0.09%
Clarius Group, LLC28,978$726.0K0.07%
Algert Global LLC28,245$708.0K0.09%
Easterly Investment Partners LLC25,000$627.0K0.04%
Seven Eight Capital, LP23,519$589.0K0.06%
Occudo Quantitative Strategies LP21,165$530.0K0.06%
Capital Fund Management S.A.20,997$526.2K0.01%
Janus Henderson Group PLC20,527$515.0K0.00%
Balentine LLC19,439$487.0K0.02%
Pinz Capital Management, LP16,100$403.0K0.18%
Ergoteles LLC14,944$374.0K0.01%
Capula Management Ltd14,105$353.0K0.03%
Pictet Asset Management SA13,300$333.0K0.00%
Aigen Investment Management, LP12,217$306.0K0.06%
Cetera Advisor Networks LLC12,039$302.0K0.00%
Ethic Inc.11,788$295.0K0.03%
Y-Intercept (Hong Kong) Ltd11,465$287.0K0.05%
Profund Advisors LLC10,567$265.0K0.01%
Quantitative Investment Management, LLC10,543$264.0K0.02%
JustInvest LLC9,378$235.0K0.02%
Sumitomo Mitsui Trust Holdings, Inc.8,800$221.0K0.00%
Proffitt & Goodson Inc4,416$111.0K0.02%
State of Wyoming2,512$63.0K0.04%
Neo Ivy Capital Management2,327$39.0K0.04%
Acadian Asset Management LLC999$25.0K0.00%
North Star Investment Management Corp.800$20.0K0.00%
Systematic Alpha Investments, LLC582$15.0K0.00%
Kowal Investment Group, LLC616$15.0K0.00%
Meridian Wealth Partners, LLC563$14.0K0.00%
Gerber Kawasaki Wealth & Investment Management490$12.0K0.00%
TD Ameritrade Investment Management, LLC287$5.00K0.00%
Hartford Financial Management Inc.176$4.00K0.00%
Strategic Asset Management, LLC149$4.00K0.01%
Bell Investment Advisors, Inc140$4.00K0.00%
Whittier Trust Co of Nevada Inc88$2.00K0.00%
PFG Private Wealth Management, LLC94$2.00K0.00%
Financial Management Professionals, Inc.29$1.00K0.00%
Focused Wealth Management, Inc22$1.00K0.00%
Allworth Financial LP8$00.00%

Sold out (53)

Institutions that held Unum Group at the end of Q2 2021 and filed for Q3 2021 without it.

Institutions that sold out of UNM in Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
Wellington Management Group LLP2,865,123$81.4M
Churchill Management Corp249,409$7.08M
Adage Capital Partners GP, L.L.C.238,700$6.78M
Hudson Bay Capital Management LP200,000$5.68M
Interval Partners, LP151,329$4.30M
Amundi148,556$4.22M
Chevy Chase Trust Holdings, Inc.130,145$3.70M
Vident Investment Advisory, LLC101,384$2.88M
Great Lakes Advisors, LLC86,950$2.47M
FJ Capital Management LLC71,000$2.03M
WBI Investments54,264$1.54M
CIBC World Markets Corp52,026$1.48M
TD Asset Management Inc40,485$1.11M
State of Tennessee, Treasury Department36,379$1.03M
Brookstone Capital Management35,025$968.0K
Public Sector Pension Investment Board32,019$909.0K
Mackay Shields LLC31,447$893.0K
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.29,967$851.0K
Kovack Advisors, Inc.26,086$741.0K
SummerHaven Investment Management, LLC25,890$735.0K
Wealthstar Advisors, LLC22,775$649.0K
ING Groep NV16,774$476.0K
CWM Advisors, LLC16,200$460.0K
V Wealth Advisors LLC15,154$431.0K
Nomura Holdings Inc12,267$350.0K
Kentucky Retirement Systems11,893$338.0K
Steel Peak Wealth Management LLC10,678$303.0K
Johnson Investment Counsel Inc10,496$298.0K
Icon Wealth Partners, LLC10,000$284.0K
J.W. Cole Advisors, Inc.9,778$278.0K
Inscription Capital, LLC9,355$266.0K
XTX Topco Ltd8,938$254.0K
PRW Wealth Management LLC8,785$250.0K
Atlantic Union Bankshares Corp8,500$241.0K
Ballentine Partners, LLC7,918$225.0K
Lombard Odier Asset Management (Switzerland) SA7,766$221.0K
B. Metzler seel. Sohn & Co. Holding AG7,612$216.0K
Investors Asset Management of Georgia Inc7,575$215.0K
AE Wealth Management LLC7,566$215.0K
Diametric Capital, LP7,531$214.0K
Cutter & CO Brokerage, Inc.7,261$206.0K
Asset Management One Co.,Ltd.4,286$121.0K
Daiwa Securities Group Inc.1,391$40.0K
Compagnie Lombard Odier SCmA1,350$38.0K
NN Investment Partners Holdings N.V.1,200$34.0K
Wolverine Asset Management LLC1,169$33.0K
Strategic Blueprint, LLC712$20.0K
DekaBank Deutsche Girozentrale678$19.0K
Dark Forest Capital Management LP450$13.0K
AdvisorNet Financial, Inc382$11.0K
Enterprise Financial Services Corp96$3.00K
Nelson, Van Denburg & Campbell Wealth Management Group, LLC72$2.00K
WestEnd Advisors, LLC–$85

Not filed for Q3 2021 yet (7)

Institutions that held Unum Group at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UNM in Q2 2021 that haven't filed for Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
QS Investors, LLC178,576$5.07M
Snow Capital Management LP25,000$710.0K
Pictet Asset Management Ltd24,249$689.0K
Pinnacle Wealth Advisors8,595$244.0K
CWM, LLC1,142$32.0K
First Horizon Corp313$8.00K
San Francisco Sentry Investment Group (Ca)91$3.00K