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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

Q1 2023 vs. Q4 2022

How the institutions holding Unum Group changed between Q4 2022 and Q1 2023.

All holders in Q1 2023All holders in Q4 2022

13F holders of UNM: Q4 2022 compared with Q1 2023
MeasureQ4 2022Of which not filed for Q1 2023Q1 2023Change
Holders5284527+3
Shares169.2M228.2K168.2M−827.7K (−0.5%)
Value$6.94B$9.38M$6.65B−$283.7M (−4.1%)

4 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (65)

Institutions that held Unum Group at the end of Q1 2023 but not at the end of Q4 2022.

Institutions new to UNM in Q1 2023
InstitutionSharesValue% of portfolio
Balyasny Asset Management LLC859,798$34.0M0.11%
Wellington Management Group LLP671,623$26.6M0.01%
Nordea Investment Management AB528,109$20.7M0.03%
Algebris (UK) Ltd374,835$14.9M5.98%
Hudson Bay Capital Management LP300,000$11.9M0.13%
Abn Amro Investment Solutions201,054$7.95M0.16%
M&G Investment Management Ltd144,958$5.80M0.04%
Moore Capital Management, LP131,402$5.20M0.16%
Cipher Capital LP110,295$4.36M0.81%
Beacon Harbor Wealth Advisors, Inc.104,057$4.12M1.44%
Renaissance Technologies LLC96,900$3.83M0.01%
Caisse de Depot Et Placement du Quebec87,874$3.48M0.01%
Quantbot Technologies LP85,789$3.39M0.24%
Connor, Clark & Lunn Investment Management Ltd.71,038$2.81M0.02%
Dynamic Technology Lab Private Ltd67,150$2.66M0.25%
Shay Capital LLC66,000$2.61M1.08%
PEAK6 Investments LLC60,893$2.41M0.15%
B.O.S.S. Retirement Advisors, LLC47,884$1.89M0.45%
Prospera Financial Services Inc38,996$1.54M0.06%
Boxwood Ventures, Inc.26,039$1.03M2.13%
CIBC World Markets Inc.25,481$1.01M0.00%
Lifestyle Asset Management, Inc.22,678$897.1K0.60%
Aquila Investment Management LLC21,000$830.8K0.69%
Aviva PLC19,508$771.7K0.00%
Estate Counselors, LLC15,555$615.4K0.08%
Advisory Research Inc14,764$584.1K0.10%
Point72 Middle East FZE11,781$466.1K0.03%
Echo Street Capital Management LLC11,518$455.7K0.00%
Lion Street Advisors, LLC10,020$396.4K0.12%
CSS LLC9,500$375.8K0.03%
Sowell Financial Services LLC9,132$361.0K0.03%
Bank of Nova Scotia8,659$342.6K0.00%
Centennial Wealth Advisory LLC8,490$335.8K0.18%
Quadrature Capital Ltd8,367$331.0K0.01%
Atria Wealth Solutions, Inc.7,533$298.0K0.00%
Occudo Quantitative Strategies LP7,526$297.7K0.03%
BlueCrest Capital Management Ltd7,500$296.7K0.03%
TFB Advisors LLC6,660$263.5K0.20%
Veriti Management LLC6,400$253.2K0.03%
Sawtooth Solutions, LLC6,389$252.7K0.01%
Crawford Investment Counsel Inc6,326$250.3K0.01%
Aigen Investment Management, LP6,163$243.8K0.03%
Boston Private Wealth LLC6,000$237.3K0.00%
Carl P. Sherr & Co., LLC5,973$236.3K0.17%
Strategic Investment Advisors5,909$233.8K0.04%
IHT Wealth Management, LLC5,731$226.7K0.01%
Stratos Wealth Partners, LTD.5,355$211.8K0.01%
Csenge Advisory Group5,291$209.3K0.02%
Nebula Research & Development LLC5,116$202.4K0.36%
Edmond de Rothschild Holding S.A.2,614$103.4K0.00%
Centaurus Financial, Inc.2,536$100.0K0.01%
Machina Capital S.A.S.1,586$62.7K0.06%
Ahrens Investment Partners LLC1,102$43.6K0.02%
Nalls Sherbakoff Group, LLC500$19.5K0.02%
Ameritas Advisory Services, LLC310$12.2K0.00%
Hillsdale Investment Management Inc.250$9.89K0.00%
Private Ocean, LLC209$8.27K0.00%
ClariVest Asset Management LLC92$3.00K0.00%
Byrne Asset Management LLC70$3.00K0.00%
Northwest Investment Counselors, LLC55$2.19K0.00%
GeoWealth Management, LLC50$2.00K0.00%
25 LLC13$5830.00%
Horizon Investments, LLC13$5100.00%
TFC Financial Management5$1980.00%
SkyView Investment Advisors, LLC11$00.00%

Sold out (62)

Institutions that held Unum Group at the end of Q4 2022 and filed for Q1 2023 without it.

Institutions that sold out of UNM in Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Freemont Management S.A.327,500$13.4M
Gilman Hill Asset Management, LLC169,460$6.95M
Susquehanna Fundamental Investments, LLC155,440$6.38M
Miller Howard Investments Inc110,000$4.51M
Jupiter Asset Management Ltd102,273$4.20M
Foundry Partners, LLC81,138$3.33M
Pacer Advisors, Inc.44,755$1.84M
Mork Capital Management, LLC41,510$1.70M
EAM Global Investors LLC35,806$1.47M
Qube Research & Technologies Ltd30,265$1.24M
Hartford Investment Management Co29,474$1.21M
Quantedge Capital Pte Ltd28,724$1.18M
Aquatic Capital Management LLC27,800$1.14M
Legal Advantage Investments, Inc.22,121$907.6K
Empowered Funds, LLC21,046$863.5K
Natixis19,000$779.6K
Redhawk Wealth Advisors, Inc.18,543$760.8K
Private Advisory Group LLC17,704$726.4K
Ossiam16,173$663.6K
Twelve Points Wealth Management LLC13,972$573.3K
Prudential PLC11,802$484.2K
HRT Financial LP9,804$402.0K
Principle Wealth Partners LLC8,640$354.5K
Vestmark Advisory Solutions, Inc.8,625$353.9K
Maverick Capital LtdSuperinvestorMaverick Capital7,343$301.3K
Axq Capital, LP7,261$297.9K
Brookstone Capital Management6,936$285.4K
Counterpoint Mutual Funds LLC6,730$276.1K
Teza Capital Management LLC6,514$267.3K
Headinvest, LLC6,405$262.8K
Edmonds Duncan Registered Investment Advisors, LLC6,225$255.4K
Essex Financial Services, Inc.6,030$247.0K
Wintrust Investments LLC5,969$245.0K
CTC Capital Management, LLC5,900$242.1K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors5,223$214.3K
NorthRock Partners, LLC5,187$212.8K
Arden Trust Co5,186$212.8K
Gyon Technologies Capital Management, LP5,058$207.5K
Wealthsource Partners, LLC4,990$204.7K
V Wealth Advisors LLC4,975$204.1K
Fortis Capital Advisors, LLC3,644$149.5K
Clear Street Markets LLC3,601$148.0K
Rockefeller Capital Management L.P.3,006$123.0K
Cutler Group LP1,116$45.0K
Norway Savings Bank979$40.2K
Ten Capital Wealth Advisors, LLC658$27.0K
Meeder Asset Management Inc452$18.5K
Money Concepts Capital Corp427$17.5K
MinichMacGregor Wealth Management, LLC423$17.4K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main328$13.5K
Washington Trust Advisors, Inc.315$12.9K
Quarry LP301$12.3K
Coppell Advisory Solutions LLC251$10.3K
Coppell Advisory Solutions Corp.251$10.3K
Institutional & Family Asset Management, LLC176$7.22K
PFG Private Wealth Management, LLC94$4.00K
EWG Elevate Inc.73$3.00K
Concord Wealth Partners58$2.38K
Harvest Fund Management Co., Ltd44$2.00K
My Personal CFO, LLC31$1.27K
Spire Wealth Management16$1.00K
Zions Bancorporation, N.A.12$492

Not filed for Q1 2023 yet (4)

Institutions that held Unum Group at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UNM in Q4 2022 that haven't filed for Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Comerica Bank121,956$5.01M
Alaska Permanent Fund Corp69,700$2.86M
Neo Ivy Capital Management22,956$942.0K
ARGI Investment Services, LLC13,612$558.0K