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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 2022 vs. Q2 2022

How the institutions holding Unum Group changed between Q2 2022 and Q3 2022.

All holders in Q3 2022All holders in Q2 2022

13F holders of UNM: Q2 2022 compared with Q3 2022
MeasureQ2 2022Of which not filed for Q3 2022Q3 2022Change
Holders4879492+14
Shares168.8M231.9K169.8M+1.27M (+0.8%)
Value$5.76B$7.86M$6.59B+$834.1M (+14.5%)

9 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (67)

Institutions that held Unum Group at the end of Q3 2022 but not at the end of Q2 2022.

Institutions new to UNM in Q3 2022
InstitutionSharesValue% of portfolio
Virginia Retirement Systems Et Al367,100$14.2M0.16%
Hudson Bay Capital Management LP350,000$13.6M0.14%
Los Angeles Capital Management LLC299,637$11.6M0.06%
Philadelphia Financial Management of San Francisco, LLC285,729$11.1M3.86%
Cinctive Capital Management LP131,091$5.09M0.23%
Walleye Trading LLC125,442$4.87M0.16%
Allianz Asset Management GmbH104,709$4.06M0.01%
Toronto Dominion Bank96,173$3.73M0.01%
Assetmark, Inc90,225$3.50M0.02%
Ibex Wealth Advisors86,363$3.35M0.87%
Vident Investment Advisory, LLC80,494$2.82M0.09%
Barometer Capital Management Inc.67,100$2.58M1.07%
Susquehanna Fundamental Investments, LLC58,601$2.27M0.04%
Tudor Investment Corp Et Al47,448$1.84M0.05%
Sumitomo Mitsui Trust Holdings, Inc.41,663$1.62M0.00%
Advisor Partners II, LLC34,881$1.35M0.10%
Teachers Retirement System of the State of Kentucky31,155$1.21M0.01%
MorganRosel Wealth Management, LLC30,339$1.18M0.59%
DekaBank Deutsche Girozentrale29,400$1.14M0.00%
Ritholtz Wealth Management25,467$988.0K0.05%
Centiva Capital, LP24,824$963.0K0.07%
Point72 Hong Kong Ltd19,948$774.0K0.05%
MAI Capital Management19,492$756.0K0.01%
Pinkerton Retirement Specialists, LLC18,688$725.0K0.28%
Jefferies Group LLC17,600$682.9K0.02%
Oberweis Asset Management Inc15,900$617.0K0.14%
Alyeska Investment Group, L.P.15,000$582.0K0.01%
Weiss Multi-Strategy Advisers LLC12,887$500.0K0.01%
Wipfli Financial Advisors LLC,12,581$488.0K0.03%
Lingohr & Partner Asset Management GmbH10,600$483.0K1.33%
Simplex Trading, LLC11,828$458.0K0.02%
Zacks Investment Management11,666$453.0K0.01%
National Asset Management, Inc.10,907$423.0K0.01%
HAP Trading, LLC10,440$405.0K0.05%
Penn Mutual Asset Management, LLC9,595$372.0K0.49%
Gsa Capital Partners LLP9,036$351.0K0.05%
BancorpSouth Bank8,879$345.0K0.04%
Accurate Wealth Management, LLC6,763$288.0K0.12%
Engineers Gate Manager LP6,855$266.0K0.02%
Edmonds Duncan Registered Investment Advisors, LLC6,225$242.0K0.09%
Bayesian Capital Management, LP6,215$241.0K0.05%
Stokes Family Office, LLC6,126$238.0K0.03%
Toroso Investments, LLC6,026$234.0K0.01%
Wintrust Investments LLC5,932$230.0K0.03%
Trust Investment Advisors5,750$223.0K0.23%
Watershed Asset Management, L.L.C.5,710$222.0K0.29%
Arden Trust Co5,683$221.0K0.06%
Boston Private Wealth LLC5,579$217.0K0.00%
Coastline Trust Co5,570$216.0K0.03%
Diametric Capital, LP5,551$215.0K0.11%
Fountainhead AM, LLC5,539$215.0K0.11%
TownSquare Capital, LLC5,491$213.0K0.01%
Coastal Investment Advisors, Inc.5,297$206.0K0.05%
Glenview Trust Co5,233$203.0K0.01%
NorthRock Partners, LLC5,190$201.0K0.02%
Silver Oak Securities, Inc500$24.6K0.01%
De Burlo Group Inc600$23.3K0.01%
Absolute Capital Management, LLC203$7.88K0.01%
Lee Financial Co120$5.00K0.00%
DT Investment Partners, LLC116$5.00K0.00%
Farmers & Merchants Investments Inc92$4.00K0.00%
Cutler Group LP100$3.00K0.00%
Crewe Advisors LLC77$3.00K0.00%
Capital Advisors, Ltd. LLC40$2.00K0.00%
SJS Investment Consulting Inc.51$2.00K0.00%
Trust Co of Vermont2$00.00%
EdgeRock Capital LLC2$00.00%

Sold out (53)

Institutions that held Unum Group at the end of Q2 2022 and filed for Q3 2022 without it.

Institutions that sold out of UNM in Q3 2022
InstitutionShares, Q2 2022Value, Q2 2022
WBI Investments200,389$6.70M
Impax Asset Management Group plc121,447$4.13M
Natixis68,300$2.32M
Rafferty Asset Management, LLC63,605$2.16M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main55,115$1.88M
Balyasny Asset Management LLC45,668$1.55M
Cordatus Wealth Management LLC43,887$1.49M
Paloma Partners Management Co43,600$1.48M
Shilanski & Associates, Inc.40,470$1.38M
CIBC World Markets Inc.38,886$1.32M
EAM Investors, LLC36,821$1.25M
Capital Fund Management S.A.25,931$882.2K
Redhawk Wealth Advisors, Inc.20,708$704.0K
Maryland State Retirement & Pension System16,191$551.0K
HSBC Holdings PLC15,982$546.0K
FORA Capital, LLC15,817$538.0K
Group One Trading, L.P.14,864$506.0K
Wolverine Trading, LLC12,941$445.0K
Caxton Associates LP12,076$411.0K
Cetera Advisors LLC11,306$385.0K
Fox Run Management, L.L.C.10,583$360.0K
BNP PARIBAS ASSET MANAGEMENT Holding S.A.10,131$345.0K
Pacer Advisors, Inc.9,860$335.0K
Evergreen Wealth Solutions, LLC9,197$313.0K
Cadence Bank NA8,879$302.0K
Wealthsource Partners, LLC8,603$293.0K
Quadrature Capital Ltd8,471$288.0K
XTX Topco Ltd7,702$262.0K
Eads & Heald Wealth Management6,929$236.0K
Great Lakes Advisors, LLC6,907$235.0K
Hancock Whitney Corp6,660$227.0K
Nicollet Investment Management, Inc.6,000$204.0K
Wealth Advisors of Iowa, LLC6,000$204.0K
Emfo, LLC5,000$170.0K
Hanson & Doremus Investment Management3,626$123.0K
C M Bidwell & Associates Ltd1,915$65.0K
Retirement Group, LLC1,000$24.0K
SeaCrest Wealth Management, LLC500$17.0K
Larson Financial Group LLC475$16.0K
Ahrens Investment Partners LLC340$12.0K
Concord Wealth Partners340$12.0K
Heritage Financial Services, LLC237$8.00K
Charter Oak Capital Management, LLC226$8.00K
Optimum Investment Advisors140$5.00K
Fairfield, Bush & Co.147$5.00K
CX Institutional77$3.00K
Steward Financial Group LLC116$3.00K
CIBC Private Wealth Group, LLC73$2.00K
Central Trust Co38$1.00K
Sentry Investment Management LLC15$1.00K
Spire Wealth Management16$1.00K
ACG Wealth3$0
Avion Wealth1$0

Not filed for Q3 2022 yet (9)

Institutions that held Unum Group at the end of Q2 2022 and haven't filed a 13F for Q3 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UNM in Q2 2022 that haven't filed for Q3 2022
InstitutionShares, Q2 2022Value, Q2 2022
Dorsey Wright & Associates141,210$4.80M
Advisor Partners LLC39,349$1.34M
HighPoint Advisor Group LLC17,047$551.0K
Coldstream Capital Management Inc13,080$445.0K
Intersect Capital LLC10,050$342.0K
Titus Wealth Management7,602$259.0K
Fieldpoint Private Securities, LLC3,341$114.0K
Private Capital Group, LLC173$6.00K
Lake Point Wealth Management7$0