Skip to main content

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

Q1 2022 vs. Q4 2021

How the institutions holding Unum Group changed between Q4 2021 and Q1 2022.

All holders in Q1 2022All holders in Q4 2021

13F holders of UNM: Q4 2021 compared with Q1 2022
MeasureQ4 2021Of which not filed for Q1 2022Q1 2022Change
Holders4445466+27
Shares166.6M16.6K170.1M+3.57M (+2.1%)
Value$4.09B$409.0K$5.36B+$1.27B (+31.0%)

5 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (76)

Institutions that held Unum Group at the end of Q1 2022 but not at the end of Q4 2021.

Institutions new to UNM in Q1 2022
InstitutionSharesValue% of portfolio
Viking Global Investors LPSuperinvestorViking Global Investors1,137,645$35.8M0.14%
Moore Capital Management, LP623,999$19.7M0.65%
Schonfeld Strategic Advisors LLC574,900$18.1M0.20%
Point72 Asset Management, L.P.506,600$16.0M0.07%
DekaBank Deutsche Girozentrale297,000$9.36M0.02%
Gillson Capital LP233,256$7.35M0.59%
Group One Trading, L.P.166,890$5.26M0.11%
Full18 Capital LLC165,841$4.95M1.14%
NewSquare Capital LLC144,345$4.55M0.48%
Amalgamated Financial Corp.141,584$4.46M0.04%
State of Tennessee, Treasury Department80,000$2.52M0.01%
Healthcare of Ontario Pension Plan Trust Fund77,192$2.43M0.01%
Crestline Management, LP45,339$1.43M0.18%
Cutler Group LP43,660$1.38M0.13%
HITE Hedge Asset Management LLC31,915$1.01M0.10%
Waterfront Wealth Inc.25,385$810.0K0.29%
FORA Capital, LLC24,082$759.0K0.14%
Crawford Lake Capital Management, LLC22,575$711.0K0.97%
GPS Wealth Strategies Group, LLC20,192$636.0K0.14%
Winton Group Ltd13,987$441.0K0.02%
Aaron Wealth Advisors11,973$380.0K0.01%
Point72 Hong Kong Ltd11,856$374.0K0.03%
Fox Run Management, L.L.C.11,611$366.0K0.20%
Atria Wealth Solutions, Inc.11,535$363.0K0.01%
Natixis Advisors, L.P.11,033$348.0K0.00%
Bayesian Capital Management, LP10,958$345.0K0.05%
Edgestream Partners, L.P.10,511$331.0K0.03%
Brookstone Capital Management10,177$327.0K0.01%
Cetera Advisors LLC10,036$316.0K0.01%
First Citizens Bank & Trust Co9,520$300.0K0.01%
MML Investors Services, LLC8,758$276.0K0.00%
Cerity Partners LLC8,359$263.0K0.00%
Belpointe Asset Management LLC8,192$258.0K0.02%
Atlas Capital Advisors LLC8,062$254.0K0.04%
Alpha Cubed Investments, LLC8,000$252.0K0.02%
Quantamental Technologies LLC7,728$244.0K0.14%
Ieq Capital, LLC7,687$242.0K0.01%
Titus Wealth Management7,520$237.0K0.11%
Essex Financial Services, Inc.7,454$235.0K0.02%
Investors Asset Management of Georgia Inc7,425$234.0K0.12%
J.W. Cole Advisors, Inc.7,407$233.0K0.02%
Mutual Advisors, LLC7,345$231.0K0.01%
Dorsey & Whitney Trust CO LLC7,295$230.0K0.02%
D.A. Davidson & Co.7,188$227.0K0.00%
Eads & Heald Wealth Management7,084$223.0K0.10%
Horizon Investments, LLC7,083$221.0K0.01%
Fractal Investments LLC6,690$211.0K0.06%
Carl P. Sherr & Co., LLC6,626$209.0K0.14%
CAPROCK Group, Inc.6,560$207.0K0.02%
Steel Peak Wealth Management LLC6,555$207.0K0.01%
Means Investment Co., Inc.6,507$205.0K0.04%
Nomura Asset Management Co Ltd4,650$146.5K0.00%
Meeder Asset Management Inc4,348$137.0K0.01%
Clear Street Markets LLC2,100$66.0K0.02%
Sittner & Nelson, LLC2,000$63.0K0.04%
Global Retirement Partners, LLC1,176$41.0K0.00%
Exchange Traded Concepts, LLC1,261$40.0K0.00%
Jones Financial Companies LLLP1,188$37.0K0.00%
Ahrens Investment Partners LLC1,000$32.0K0.01%
De Burlo Group Inc600$18.9K0.00%
Bartlett & Co. Wealth Management LLC392$12.4K0.00%
Bartlett & Co. LLC392$12.0K0.00%
TCWP LLC380$11.0K0.00%
Loomis Sayles & Co L P332$10.0K0.00%
Money Concepts Capital Corp312$10.0K0.00%
Neo Ivy Capital Management246$8.00K0.01%
Prospera Financial Services Inc155$5.00K0.00%
Cordant, Inc.99$3.00K0.00%
Beacon Capital Management, LLC111$3.00K0.00%
CIBC Private Wealth Group, LLC73$2.00K0.00%
Disciplined Investments, LLC48$2.00K0.00%
Central Trust Co38$1.00K0.00%
Denali Advisors LLC30$1.00K0.00%
GoalVest Advisory LLC10$00.00%
Dark Forest Capital Management LP2$00.00%
SJS Investment Consulting Inc.9$00.00%

Sold out (49)

Institutions that held Unum Group at the end of Q4 2021 and filed for Q1 2022 without it.

Institutions that sold out of UNM in Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
Arrowstreet Capital, Limited Partnership4,923,009$121.0M
Bank of Nova Scotia570,019$14.0M
Natixis370,300$9.10M
Assenagon Asset Management S.A.317,069$7.79M
Marshall Wace, LLP186,902$4.59M
Quantbot Technologies LP153,653$3.77M
CIBC World Markets Corp150,000$3.69M
Twin Tree Management, LP138,239$3.40M
Twinbeech Capital LP103,846$2.55M
Engineers Gate Manager LP97,135$2.39M
Capitolis Advisors LLC91,511$2.25M
Connor, Clark & Lunn Investment Management Ltd.84,967$2.09M
Tudor Investment Corp Et Al74,581$1.83M
Trexquant Investment LP71,794$1.76M
Standard Life Aberdeen plc51,922$1.28M
Polianta Ltd50,900$1.25M
Toronto Dominion Bank40,300$990.0K
Kelly Lawrence W & Associates Inc36,875$906.0K
Metropolitan Life Insurance Co36,568$898.5K
Trilogy Capital Inc.36,168$889.0K
International Assets Investment Management, LLC47,270$809.0K
Capstone Investment Advisors, LLC29,101$715.0K
Echo Street Capital Management LLC26,922$661.0K
Salem Investment Counselors Inc26,209$644.0K
Polar Asset Management Partners Inc.25,985$638.0K
Brooks, Moore & Associates, Inc.22,348$549.0K
Financial Advisors Network, Inc.17,066$419.0K
Verition Fund Management LLC16,213$398.0K
Aigen Investment Management, LP15,697$375.0K
Occudo Quantitative Strategies LP13,471$331.0K
Sumitomo Mitsui Trust Holdings, Inc.13,300$327.0K
BNP PARIBAS ASSET MANAGEMENT Holding S.A.12,042$296.0K
Northwestern Mutual Wealth Management Co11,626$285.0K
qPULA Trading Management LP11,117$273.0K
Corton Capital Inc.10,789$265.0K
Slow Capital, Inc.10,505$258.0K
Pearl River Capital, LLC9,193$226.0K
Snowden Capital Advisors LLC3,000$73.0K
Maverick Capital LtdSuperinvestorMaverick Capital2,806$69.0K
Aquatic Capital Management LLC2,500$61.0K
Spire Wealth Management478$12.0K
Confluence Wealth Services, Inc.410$10.0K
Widmann Financial Services, Inc.283$6.00K
Plante Moran Financial Advisors, LLC186$5.00K
Signet Financial Management, LLC107$3.00K
Zullo Investment Group, Inc.114$3.00K
Column Capital Advisors, LLC50$1.00K
Lenox Wealth Advisors, LLC47$1.00K
Amplius Wealth Advisors, LLC41$1.00K

Not filed for Q1 2022 yet (5)

Institutions that held Unum Group at the end of Q4 2021 and haven't filed a 13F for Q1 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UNM in Q4 2021 that haven't filed for Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
Legg Mason Asset Management (Japan) Co., Ltd.10,003$246.0K
Reilly Financial Advisors, LLC3,000$74.0K
NEXT Financial Group, Inc2,319$57.0K
Carroll Financial Associates, Inc.1,200$29.0K
Bell Investment Advisors, Inc125$3.00K