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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

Q2 2023 vs. Q1 2023

How the institutions holding Unum Group changed between Q1 2023 and Q2 2023.

All holders in Q2 2023All holders in Q1 2023

13F holders of UNM: Q1 2023 compared with Q2 2023
MeasureQ1 2023Of which not filed for Q2 2023Q2 2023Change
Holders5274557+34
Shares168.2M110.5K167.2M−887.7K (−0.5%)
Value$6.65B$4.37M$7.97B+$1.32B (+19.9%)

4 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (81)

Institutions that held Unum Group at the end of Q2 2023 but not at the end of Q1 2023.

Institutions new to UNM in Q2 2023
InstitutionSharesValue% of portfolio
Alyeska Investment Group, L.P.339,178$16.2M0.12%
Brookfield Asset Management Inc.330,317$15.8M0.06%
Hancock Whitney Corp244,091$11.6M0.46%
Point72 Europe (London) LLP166,200$7.93M1.16%
Beck Bode, LLC154,912$7.39M1.80%
Adage Capital Partners GP, L.L.C.150,000$7.16M0.02%
Eagle Asset Management Inc145,567$6.94M0.04%
Cinctive Capital Management LP126,012$6.01M0.24%
BTC Capital Management, Inc.94,118$4.58M0.50%
AlphaCore Capital LLC92,772$4.43M0.71%
Barometer Capital Management Inc.74,700$3.54M0.94%
Genus Capital Management Inc.68,664$3.28M0.48%
Strategic Global Advisors, LLC54,930$2.62M0.40%
Alaska Permanent Fund Corp51,200$2.44M0.05%
WBI Investments49,342$2.35M0.43%
Dakota Wealth Management40,299$1.92M0.09%
Mirae Asset Global Investments Co., Ltd.38,624$1.84M0.00%
Pacer Advisors, Inc.32,500$1.55M0.01%
Cresset Asset Management, LLC29,476$1.41M0.01%
Ascent Group, LLC25,015$1.24M0.14%
Virtus Investment Advisers, Inc.24,327$1.16M0.79%
Jefferies Financial Group Inc.22,600$1.08M0.02%
Polianta Ltd21,900$1.04M0.48%
Qube Research & Technologies Ltd21,252$1.01M0.00%
Paradigm Financial Partners, LLC17,118$816.5K0.22%
Park Avenue Securities LLC13,122$626.0K0.01%
Symmetry Partners, LLC10,524$502.0K0.03%
Kapitalo Investimentos Ltda9,955$474.9K0.09%
New York Life Investment Management LLC9,866$470.6K0.00%
Ashton Thomas Private Wealth, LLC9,776$466.3K0.04%
Newport Capital Group, LLC8,788$419.2K0.21%
Jump Financial, LLC8,531$406.9K0.01%
Aristides Capital LLC8,000$381.6K0.23%
SageView Advisory Group, LLC7,648$364.8K0.02%
Campbell & CO Investment Adviser LLC7,643$364.6K0.06%
My Legacy Advisors, LLC7,640$362.5K0.14%
Petrus Trust Company, LTA6,971$332.5K0.04%
Capula Management Ltd6,660$317.7K0.04%
Qsemble Capital Management, LP6,300$300.5K0.21%
Paulson Wealth Management Inc.5,656$269.8K0.09%
Wintrust Investments LLC5,570$266.0K0.03%
Westover Capital Advisors, LLC5,543$264.4K0.09%
Mather Group, LLC.5,267$251.3K0.00%
Raymond James Trust N.A.5,211$249.0K0.01%
GTS Securities LLC5,057$241.2K0.01%
Prossimo Advisors, LLC4,990$238.0K0.23%
V Wealth Advisors LLC4,975$237.3K0.04%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors4,780$228.0K0.06%
Verdence Capital Advisors LLC4,744$226.3K0.03%
Bailard, Inc.4,600$219.4K0.01%
Tiedemann Advisors, LLC4,579$218.4K0.01%
Delta Asset Management LLC4,325$206.3K0.02%
NorthRock Partners, LLC4,295$204.9K0.02%
Summit Trail Advisors, LLC4,232$201.9K0.01%
Meeder Advisory Services, Inc.4,231$201.8K0.02%
Jacobi Capital Management LLC4,196$200.1K0.02%
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main2,980$142.1K0.00%
Counterpoint Mutual Funds LLC2,676$127.6K0.12%
Virtus Fund Advisers, LLC962$45.9K0.32%
Raleigh Capital Management Inc.560$26.7K0.01%
Resurgent Financial Advisors LLC522$24.9K0.02%
V-Square Quantitative Management LLC358$17.1K0.01%
Cherry Tree Wealth Management, LLC345$16.5K0.00%
Bangor Savings Bank332$15.8K0.00%
Northwest Capital Management Inc290$13.8K0.01%
Coppell Advisory Solutions LLC254$12.1K0.00%
West Tower Group, LLC199$9.49K0.01%
Endurance Wealth Management, Inc.120$6.00K0.00%
Fairfield, Bush & Co.103$4.92K0.00%
First Capital Advisors Group, LLC.100$4.77K0.00%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC90$4.29K0.00%
Sound Income Strategies, LLC90$4.29K0.00%
Concord Wealth Partners25$1.19K0.00%
Avion Wealth24$1.00K0.00%
Venturi Wealth Management, LLC20$9540.00%
Retirement Group, LLC10$4770.00%
VisionPoint Advisory Group, LLC8$3820.00%
Crewe Advisors LLC6$2870.00%
Gradient Investments LLC5$2390.00%
Motco2$950.00%
Clear Street Markets LLC1$00.00%

Sold out (47)

Institutions that held Unum Group at the end of Q1 2023 and filed for Q2 2023 without it.

Institutions that sold out of UNM in Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
Wellington Management Group LLP671,623$26.6M
Hudson Bay Capital Management LP300,000$11.9M
Moore Capital Management, LP131,402$5.20M
Caisse de Depot Et Placement du Quebec87,874$3.48M
Quantbot Technologies LP85,789$3.39M
Connor, Clark & Lunn Investment Management Ltd.71,038$2.81M
PEAK6 Investments LLC60,893$2.41M
B.O.S.S. Retirement Advisors, LLC47,884$1.89M
Prospera Financial Services Inc38,996$1.54M
Cordatus Wealth Management LLC37,725$1.49M
Westpac Banking Corp25,184$996.3K
First Republic Investment Management, Inc.19,175$758.6K
PDT Partners, LLC16,600$656.7K
Squarepoint Ops LLC16,209$641.2K
Scotia Capital Inc.13,873$548.8K
Arete Wealth Advisors, LLC16,804$487.0K
Y-Intercept (Hong Kong) Ltd9,990$395.2K
Bridgefront Capital, LLC9,870$390.5K
CenterBook Partners LP9,187$363.4K
Centennial Wealth Advisory LLC8,490$335.8K
Quadrature Capital Ltd8,367$331.0K
Seven Eight Capital, LP7,652$302.7K
Occudo Quantitative Strategies LP7,526$297.7K
BlueCrest Capital Management Ltd7,500$296.7K
Belpointe Asset Management LLC7,316$289.4K
Balentine LLC6,524$258.1K
Carl P. Sherr & Co., LLC5,973$236.3K
Mackenzie Financial Corp5,550$219.6K
Stratos Wealth Partners, LTD.5,355$211.8K
Nebula Research & Development LLC5,116$202.4K
International Assets Investment Management, LLC3,640$144.0K
Centaurus Financial, Inc.2,536$100.0K
Group One Trading, L.P.2,436$96.4K
Machina Capital S.A.S.1,586$62.7K
TCI Wealth Advisors, Inc.1,344$53.2K
Ellevest, Inc.872$34.5K
Sittner & Nelson, LLC769$30.4K
Ameritas Advisory Services, LLC310$12.2K
Hillsdale Investment Management Inc.250$9.89K
Accel Wealth Management200$7.91K
Schubert & Co159$6.29K
Syverson Strege & Co119$4.70K
BerganKDV Wealth Management, LLC33$1.32K
Washington Trust Co29$1.15K
Eagle Bay Advisors LLC13$514
Prestige Wealth Management Group LLC11$436
TFC Financial Management5$198

Not filed for Q2 2023 yet (4)

Institutions that held Unum Group at the end of Q1 2023 and haven't filed a 13F for Q2 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UNM in Q1 2023 that haven't filed for Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
Ibex Wealth Advisors98,727$3.91M
Old Port Advisors9,728$385.8K
Ahrens Investment Partners LLC1,102$43.6K
Pathway Financial Advisers, LLC966$38.2K