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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 2022 vs. Q3 2022

How the institutions holding Unum Group changed between Q3 2022 and Q4 2022.

All holders in Q4 2022All holders in Q3 2022

13F holders of UNM: Q3 2022 compared with Q4 2022
MeasureQ3 2022Of which not filed for Q4 2022Q4 2022Change
Holders4929528+45
Shares169.8M310.5K169.2M−292.1K (−0.2%)
Value$6.59B$11.9M$6.94B+$366.6M (+5.6%)

9 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (83)

Institutions that held Unum Group at the end of Q4 2022 but not at the end of Q3 2022.

Institutions new to UNM in Q4 2022
InstitutionSharesValue% of portfolio
Boone Capital Management LLC671,530$27.6M14.14%
Gillson Capital LP470,583$19.3M1.46%
Arrowstreet Capital, Limited Partnership227,454$9.33M0.01%
CI Private Wealth, LLC170,660$7.00M0.03%
Dorsey Wright & Associates143,692$5.90M1.72%
Jupiter Asset Management Ltd102,273$4.20M0.06%
ExodusPoint Capital Management, LP70,866$2.91M0.04%
BI Asset Management Fondsmaeglerselskab A/S68,377$2.81M0.07%
Kiwi Wealth Investments Limited Partnership54,866$2.25M0.15%
Pacer Advisors, Inc.44,755$1.84M0.01%
Shilanski & Associates, Inc.42,692$1.75M0.77%
Cordatus Wealth Management LLC40,004$1.64M2.41%
Pearl River Capital, LLC39,331$1.61M0.27%
Qube Research & Technologies Ltd30,265$1.24M0.01%
Walleye Capital LLC29,847$1.22M0.03%
HSBC Holdings PLC29,574$1.21M0.00%
Affinity Investment Advisors, LLC29,107$1.19M0.55%
Aquatic Capital Management LLC27,800$1.14M0.08%
Nations Financial Group Inc,26,762$1.10M0.12%
Neo Ivy Capital Management22,956$942.0K0.64%
Empowered Funds, LLC21,046$863.5K0.06%
Natixis19,000$779.6K0.00%
Redhawk Wealth Advisors, Inc.18,543$760.8K0.30%
Maryland State Retirement & Pension System16,191$664.3K0.02%
Ossiam16,173$663.6K0.02%
Capital Fund Management S.A.16,123$661.5K0.01%
PDT Partners, LLC15,490$635.6K0.10%
BOS Asset Management, LLC15,273$626.6K0.56%
Coldstream Capital Management Inc13,839$567.8K0.02%
Prudential PLC11,802$484.2K0.01%
Eqis Capital Management, Inc.11,381$467.0K0.05%
Y-Intercept (Hong Kong) Ltd10,884$446.6K0.07%
CenterBook Partners LP10,544$432.6K0.07%
Arete Wealth Advisors, LLC15,308$424.2K0.04%
Portman Square Capital LLP10,150$416.5K0.20%
Fox Run Management, L.L.C.9,450$387.7K0.16%
Bridgefront Capital, LLC9,112$373.9K0.26%
Maverick Capital LtdSuperinvestorMaverick Capital7,343$301.3K0.01%
Axq Capital, LP7,261$297.9K0.21%
D. E. Shaw & Co., Inc.6,742$276.6K0.00%
TriaGen Wealth Management LLC6,554$268.9K0.15%
Teza Capital Management LLC6,514$267.3K0.05%
Bleakley Financial Group, LLC5,996$246.0K0.01%
Seven Eight Capital, LP5,917$242.8K0.06%
CTC Capital Management, LLC5,900$242.1K0.30%
International Assets Investment Management, LLC7,567$242.1K0.03%
J. W. Coons Advisors, LLC5,445$223.4K0.07%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors5,223$214.3K0.06%
Hanlon Investment Management, Inc.5,141$210.9K0.07%
FourThought Financial Partners, LLC5,088$208.8K0.03%
Wealthsource Partners, LLC4,990$204.7K0.01%
V Wealth Advisors LLC4,975$204.1K0.04%
Group One Trading, L.P.4,363$179.0K0.01%
Erste Asset Management GmbH4,100$168.8K0.00%
Fortis Capital Advisors, LLC3,644$149.5K0.09%
Hanson & Doremus Investment Management3,559$146.0K0.03%
C M Bidwell & Associates Ltd3,009$123.5K0.10%
New England Capital Financial Advisors LLC1,904$76.7K0.05%
Farther Finance Advisors, LLC1,146$47.0K0.02%
Pathway Financial Advisers, LLC961$39.4K0.02%
Dark Forest Capital Management LP533$21.9K0.01%
Baker Avenue Asset Management, LP451$18.5K0.00%
Money Concepts Capital Corp427$17.5K0.00%
MinichMacGregor Wealth Management, LLC423$17.4K0.01%
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main328$13.5K0.00%
Quarry LP301$12.3K0.01%
Coppell Advisory Solutions LLC251$10.3K0.00%
Coppell Advisory Solutions Corp.251$10.3K0.00%
Studio Investment Management LLC241$9.89K0.00%
Hollencrest Capital Management222$9.12K0.00%
Armstrong Advisory Group, Inc167$6.85K0.00%
Amundi96$3.91K0.00%
Steward Financial Group LLC96$3.00K0.00%
EWG Elevate Inc.73$3.00K0.00%
Concord Wealth Partners58$2.38K0.00%
Colonial Trust Advisors55$2.26K0.00%
M&R Capital Management Inc37$1.55K0.00%
My Personal CFO, LLC31$1.27K0.00%
Tfo-TDC, LLC38$1.21K0.00%
Asset Dedication, LLC33$1.00K0.00%
Spire Wealth Management16$1.00K0.00%
RFP Financial Group LLC24$9850.00%
Sofos Investments, Inc.41––

Sold out (38)

Institutions that held Unum Group at the end of Q3 2022 and filed for Q4 2022 without it.

Institutions that sold out of UNM in Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Moore Capital Management, LP1,657,618$64.3M
Bain Capital Public Equity Management II, LLC939,996$36.5M
Hudson Bay Capital Management LP350,000$13.6M
Philadelphia Financial Management of San Francisco, LLC285,729$11.1M
Azora Capital LP282,058$10.9M
Brookfield Asset Management Inc.198,042$7.68M
Cinctive Capital Management LP131,091$5.09M
Ergoteles LLC97,556$3.79M
Barometer Capital Management Inc.67,100$2.58M
Tudor Investment Corp Et Al47,448$1.84M
Graham Capital Management, L.P.46,612$1.81M
Prospera Financial Services Inc44,213$1.72M
Aviva PLC39,949$1.55M
AlphaCrest Capital Management LLC24,797$962.0K
DCM Advisors, LLC21,000$814.8K
Point72 Hong Kong Ltd19,948$774.0K
Voloridge Investment Management, LLC18,444$716.0K
Echo Street Capital Management LLC17,542$681.0K
P.A.W. Capital Corp15,000$582.0K
Alyeska Investment Group, L.P.15,000$582.0K
HAP Trading, LLC10,440$405.0K
Edge Capital Group, LLC10,055$390.0K
Penn Mutual Asset Management, LLC9,595$372.0K
Flagship Harbor Advisors, LLC9,098$353.0K
Gsa Capital Partners LLP9,036$351.0K
Toroso Investments, LLC6,026$234.0K
Atria Wealth Solutions, Inc.5,862$227.4K
Trust Investment Advisors5,750$223.0K
Boston Private Wealth LLC5,579$217.0K
Diametric Capital, LP5,551$215.0K
Brown, Lisle/Cummings, Inc.5,400$209.5K
Silver Oak Securities, Inc500$24.6K
De Burlo Group Inc600$23.3K
Absolute Capital Management, LLC203$7.88K
Hartford Financial Management Inc.176$7.00K
Evoke Wealth, LLC147$6.00K
Crewe Advisors LLC77$3.00K
EdgeRock Capital LLC2$0

Not filed for Q4 2022 yet (9)

Institutions that held Unum Group at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UNM in Q3 2022 that haven't filed for Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Balasa Dinverno & Foltz LLC107,664$4.18M
Eaton Vance Management99,052$3.84M
Bowling Portfolio Management LLC39,613$1.54M
Corient Capital Partners, LLC26,512$902.0K
Jefferies Group LLC17,600$682.9K
Wipfli Financial Advisors LLC,12,581$488.0K
FourThought Financial, LLC5,047$196.0K
American Portfolios Advisors1,506$58.4K
Covington Capital Management884$34.0K