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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

Q4 2021 vs. Q3 2021

How the institutions holding Unum Group changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of UNM: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders4595444−10
Shares166.9M49.0K166.6M−296.4K (−0.2%)
Value$4.18B$1.27M$4.09B−$89.1M (−2.1%)

5 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (63)

Institutions that held Unum Group at the end of Q4 2021 but not at the end of Q3 2021.

Institutions new to UNM in Q4 2021
InstitutionSharesValue% of portfolio
Marshall Wace, LLP186,902$4.59M0.01%
CIBC World Markets Corp150,000$3.69M0.02%
Canada Pension Plan Investment Board150,000$3.69M0.00%
Jump Financial, LLC131,417$3.23M0.20%
Yousif Capital Management, LLC116,550$2.86M0.03%
apricus wealth, LLC113,000$2.78M2.48%
WBI Investments72,317$1.78M0.28%
Allspring Global Investments Holdings, LLC50,196$1.23M0.00%
DGS Capital Management, LLC26,765$658.0K0.41%
TD Waterhouse Canada Inc.16,712$437.7K0.00%
Verition Fund Management LLC16,213$398.0K0.01%
Emfo, LLC15,000$369.0K0.33%
BNP PARIBAS ASSET MANAGEMENT Holding S.A.12,042$296.0K0.00%
Evergreen Wealth Solutions, LLC11,242$276.0K0.25%
qPULA Trading Management LP11,117$273.0K0.49%
Coldstream Capital Management Inc10,880$267.0K0.01%
Shelton Capital Management10,833$266.0K0.01%
Corton Capital Inc.10,789$265.0K0.12%
Baird Financial Group, Inc.10,099$248.0K0.00%
Graham Capital Management, L.P.9,913$243.0K0.01%
Venture Visionary Partners LLC9,601$235.0K0.02%
Teza Capital Management LLC9,311$229.0K0.06%
AE Wealth Management LLC9,248$227.0K0.00%
Veritable, L.P.9,024$222.0K0.00%
Karp Capital Management Corp8,922$219.0K0.03%
Ballentine Partners, LLC8,166$201.0K0.01%
Twelve Points Wealth Management LLC8,151$200.0K0.16%
Sun Life Financial INC7,300$179.0K0.01%
Umb Bank N A6,716$165.0K0.00%
Paragon Capital Management Ltd6,702$165.0K0.03%
Brown, Lisle/Cummings, Inc.6,375$156.6K0.08%
KBC Group NV4,856$119.0K0.00%
Cambridge Trust Co4,000$98.0K0.00%
Quent Capital, LLC3,775$93.0K0.02%
National Bank of Canada3,376$83.0K0.00%
Reilly Financial Advisors, LLC3,000$74.0K0.01%
Snowden Capital Advisors LLC3,000$73.0K0.00%
Covestor Ltd2,891$71.0K0.10%
Maverick Capital LtdSuperinvestorMaverick Capital2,806$69.0K0.00%
Aquatic Capital Management LLC2,500$61.0K0.12%
CWM, LLC1,607$39.0K0.00%
AGF Investments LLC1,371$34.0K0.00%
Arlington Partners LLC830$20.0K0.01%
CVA Family Office, LLC780$19.0K0.00%
Koshinski Asset Management, Inc.750$18.4K0.00%
Addison Advisors LLC673$17.0K0.01%
Blue Bell Private Wealth Management, LLC561$14.0K0.00%
Spire Wealth Management478$12.0K0.00%
EverSource Wealth Advisors, LLC449$11.0K0.00%
Confluence Wealth Services, Inc.410$10.0K0.00%
Rise Advisors, LLC393$9.66K0.01%
Washington Trust Advisors, Inc.320$8.00K0.00%
Widmann Financial Services, Inc.283$6.00K0.00%
Plante Moran Financial Advisors, LLC186$5.00K0.00%
Fortitude Advisory Group L.L.C.219$5.00K0.00%
Signet Financial Management, LLC107$3.00K0.00%
Zullo Investment Group, Inc.114$3.00K0.00%
AdvisorNet Financial, Inc100$2.00K0.00%
JFS Wealth Advisors, LLC66$2.00K0.00%
Lenox Wealth Advisors, LLC47$1.00K0.00%
Schubert & Co33$1.00K0.00%
Amplius Wealth Advisors, LLC41$1.00K0.00%
Beaird Harris Wealth Management, LLC60$1.00K0.00%

Sold out (73)

Institutions that held Unum Group at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of UNM in Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Alps Advisors Inc895,900$22.5M
Qube Research & Technologies Ltd758,044$19.0M
Schonfeld Strategic Advisors LLC523,052$13.1M
Point72 Asset Management, L.P.315,300$7.90M
Healthcare of Ontario Pension Plan Trust Fund282,000$7.07M
Swiss Life Asset Management Ltd234,909$5.89M
Ibex Wealth Advisors182,529$4.57M
LMR Partners LLP152,144$3.81M
Duality Advisers, LP117,105$2.94M
Point72 Hong Kong Ltd70,718$1.77M
HRT Financial LP68,149$1.71M
Fulton Bank, N.A.56,234$1.41M
Symmetry Partners, LLC49,119$1.31M
First Citizens Bank & Trust Co51,491$1.29M
Essex Investment Management Co LLC48,820$1.22M
Redwood Investment Management, LLC44,748$1.12M
Virtu Financial LLC36,260$909.0K
American National Insurance Co35,920$900.0K
Moody National Bank Trust Division35,920$900.0K
Convergence Investment Partners, LLC34,637$868.0K
Dynamic Technology Lab Private Ltd29,506$739.0K
Natixis Advisors, L.P.24,134$605.0K
Seven Eight Capital, LP23,519$589.0K
AMP Capital Investors Ltd23,280$584.0K
Balentine LLC19,439$487.0K
Copperwynd Financial, LLC19,069$478.0K
Pinz Capital Management, LP16,100$403.0K
Meeder Asset Management Inc15,346$385.0K
Versor Investments LP15,200$381.0K
Ergoteles LLC14,944$374.0K
Jacobi Capital Management LLC14,830$372.0K
Magnetar Financial LLC14,766$370.0K
Capula Management Ltd14,105$353.0K
Contravisory Investment Management, Inc.12,918$324.0K
Fortem Financial Group, LLC12,646$317.0K
Y-Intercept (Hong Kong) Ltd11,465$287.0K
Quantitative Investment Management, LLC10,543$264.0K
Leuthold Group, LLC10,437$262.0K
Ieq Capital, LLC8,973$225.0K
Cornercap Investment Counsel Inc8,928$224.0K
Measured Wealth Private Client Group, LLC8,867$222.0K
Pinnacle Financial Partners Inc8,595$215.0K
Mutual Advisors, LLC8,223$206.0K
Howland Capital Management LLC8,000$200.0K
Brewin Dolphin Ltd4,000$100.2K
State of Wyoming2,512$63.0K
Sageworth Trust Co2,289$57.0K
DuPont Capital Management Corp1,762$44.0K
Neo Ivy Capital Management2,327$39.0K
Loomis Sayles & Co L P1,024$26.0K
James Investment Research Inc1,000$25.0K
Cutler Group LP936$23.0K
Riverview Trust Co800$20.0K
Arkadios Wealth Advisors709$17.0K
Systematic Alpha Investments, LLC582$15.0K
Kowal Investment Group, LLC616$15.0K
Meridian Wealth Partners, LLC563$14.0K
Gerber Kawasaki Wealth & Investment Management490$12.0K
Global Retirement Partners, LLC477$12.0K
Bartlett & Co. LLC392$10.0K
Bartlett & Co. Wealth Management LLC392$9.82K
Evolution Wealth Advisors, LLC316$8.00K
TD Ameritrade Investment Management, LLC287$5.00K
Farmers & Merchants Investments Inc148$4.00K
Princeton Global Asset Management LLC150$4.00K
Strategic Asset Management, LLC149$4.00K
Harbor Investment Advisory, LLC127$3.00K
Atwood & Palmer Inc96$2.00K
C M Bidwell & Associates Ltd35$1.00K
MV Capital Management, Inc.31$1.00K
CX Institutional53$1.00K
Baystate Wealth Management LLC11$0
Liberty Wealth Management LLC1$0

Not filed for Q4 2021 yet (5)

Institutions that held Unum Group at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UNM in Q3 2021 that haven't filed for Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Covenant Multifamily Offices, LLC28,616$763.0K
World Asset Management Inc13,570$340.0K
Berman Capital Advisors, LLC5,890$147.0K
First Mercantile Trust Co686$17.0K
BBVA USA203$5.00K