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

Q3 2023 vs. Q2 2023

How the institutions holding Unum Group changed between Q2 2023 and Q3 2023.

All holders in Q3 2023All holders in Q2 2023

13F holders of UNM: Q2 2023 compared with Q3 2023
MeasureQ2 2023Of which not filed for Q3 2023Q3 2023Change
Holders5574580+27
Shares167.2M23.8K164.9M−2.20M (−1.3%)
Value$7.97B$1.13M$8.14B+$175.8M (+2.2%)

4 institutions that held it in Q2 2023 haven't filed for Q3 2023 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 2023 but not at the end of Q2 2023.

Institutions new to UNM in Q3 2023
InstitutionSharesValue% of portfolio
Clark Capital Management Group, Inc.591,538$29.1M0.29%
Twinbeech Capital LP290,955$14.3M0.27%
Kettle Hill Capital Management, LLC265,528$13.1M2.91%
Philadelphia Financial Management of San Francisco, LLC193,756$9.53M2.76%
Natixis163,000$8.02M0.06%
Hudson Bay Capital Management LP150,000$7.38M0.07%
Comerica Bank130,908$6.44M0.03%
HRT Financial LP118,789$5.84M0.06%
Ibex Wealth Advisors110,133$5.42M1.38%
Eaton Financial Holdings Company, LLC89,836$4.42M1.18%
South Dakota Investment Council89,168$4.39M0.10%
Silver Lake Advisory, LLC68,200$3.35M2.07%
Agf Management Ltd61,320$3.02M0.02%
CoreCap Advisors, LLC34,220$1.68M0.12%
Oak Thistle LLC28,620$1.41M0.42%
Squarepoint Ops LLC28,146$1.38M0.01%
Marshall Wace, LLP25,978$1.28M0.00%
Wealth Enhancement Advisory Services, LLC24,197$1.19M0.00%
Pictet Asset Management Holding SA22,996$1.13M0.00%
Duality Advisers, LP22,189$1.09M0.13%
Asset Management One Co.,Ltd.20,715$1.02M0.00%
Ossiam20,485$1.01M0.02%
Rockefeller Capital Management L.P.17,457$858.9K0.00%
Penserra Capital Management LLC16,912$831.0K0.02%
Burns Matteson Capital Management, LLC16,822$827.5K0.53%
Vident Advisory, LLC15,372$756.1K0.02%
SummerHaven Investment Management, LLC15,122$743.9K0.55%
Y-Intercept (Hong Kong) Ltd14,148$695.9K0.07%
Empowered Funds, LLC12,660$622.7K0.02%
ISAM Funds (UK) Ltd11,849$582.9K0.37%
QRG Capital Management, Inc.11,570$569.1K0.01%
Westpac Banking Corp11,000$541.1K0.04%
Axq Capital, LP10,876$535.0K0.19%
Seven Eight Capital, LP10,546$518.8K0.06%
Independent Solutions Wealth Management, LLC10,522$517.6K0.14%
Old Port Advisors9,448$464.7K0.17%
Capstone Investment Advisors, LLC8,524$419.3K0.01%
Boothbay Fund Management, LLC8,489$417.6K0.01%
Teza Capital Management LLC8,326$409.6K0.07%
Belpointe Asset Management LLC8,130$399.9K0.04%
Mackenzie Financial Corp8,187$393.9K0.00%
HB Wealth Management, LLC7,967$391.9K0.01%
Nebula Research & Development LLC7,565$372.1K0.20%
Envestnet Portfolio Solutions, Inc.6,203$305.1K0.00%
Sherbrooke Park Advisers LLC5,705$280.6K0.09%
Toroso Investments, LLC5,543$272.7K0.01%
Consolidated Planning Corp5,120$251.9K0.06%
Continuum Advisory, LLC5,028$247.3K0.04%
BluePath Capital Management, LLC4,444$218.6K0.20%
Wedmont Private Capital4,381$218.3K0.02%
Financial Counselors Inc4,165$204.9K0.00%
Stratos Wealth Partners, LTD.4,144$203.8K0.00%
Brevan Howard Capital Management LP4,083$200.8K0.06%
Headinvest, LLC3,770$185.1K0.04%
Cutler Group LP1,163$57.0K0.01%
Aquatic Capital Management LLC1,000$49.0K0.00%
Pathway Financial Advisers, LLC974$47.9K0.02%
Arlington Trust Co LLC774$38.1K0.02%
Neo Ivy Capital Management728$36.0K0.02%
Silver Oak Securities, Inc500$24.6K0.01%
Brown, Lisle/Cummings, Inc.250$12.3K0.01%
Quarry LP194$9.54K0.01%
Flaharty Asset Management, LLC97$4.77K0.00%
Annis Gardner Whiting Capital Advisors, LLC53$2.61K0.00%
Authentikos Wealth Advisory, LLC43$2.12K0.00%
Capital Analysts, LLC15$1.00K0.00%
Spire Wealth Management18$8850.00%

Sold out (40)

Institutions that held Unum Group at the end of Q2 2023 and filed for Q3 2023 without it.

Institutions that sold out of UNM in Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Verition Fund Management LLC342,500$16.3M
Alyeska Investment Group, L.P.339,178$16.2M
Brookfield Asset Management Inc.330,317$15.8M
Cinctive Capital Management LP126,012$6.01M
Walleye Trading LLC53,971$2.57M
Simplex Trading, LLC46,643$2.22M
Healthcare of Ontario Pension Plan Trust Fund26,883$1.28M
Dark Forest Capital Management LP23,433$1.12M
Jefferies Financial Group Inc.22,600$1.08M
Capital Fund Management S.A.21,947$1.05M
Kiwi Wealth Investments Limited Partnership18,033$860.0K
Aviva PLC17,678$843.2K
Toronto Dominion Bank17,200$820.0K
Vident Investment Advisory, LLC16,114$769.4K
Portman Square Capital LLP14,470$690.2K
Veritable, L.P.11,272$537.7K
Edgestream Partners, L.P.9,398$448.3K
Bayesian Capital Management, LP7,300$348.2K
Qsemble Capital Management, LP6,300$300.5K
Dynamic Technology Lab Private Ltd6,084$290.0K
DuPont Capital Management Corp5,576$266.0K
GTS Securities LLC5,057$241.2K
V Wealth Advisors LLC4,975$237.3K
Verdence Capital Advisors LLC4,744$226.3K
Meeder Advisory Services, Inc.4,231$201.8K
South State Corp.1,828$87.2K
Tilia Fiduciary Partners, Inc.1,100$52.5K
CVA Family Office, LLC1,075$51.3K
V-Square Quantitative Management LLC358$17.1K
Studio Investment Management LLC241$11.5K
West Tower Group, LLC199$9.49K
Fairfield, Bush & Co.103$4.92K
AdvisorNet Financial, Inc90$4.29K
Sound Income Strategies, LLC90$4.29K
Byrne Asset Management LLC70$3.00K
Disciplined Investments, LLC51$2.43K
25 LLC13$617
Crewe Advisors LLC6$287
Motco2$95
Clear Street Markets LLC1$0

Not filed for Q3 2023 yet (4)

Institutions that held Unum Group at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UNM in Q2 2023 that haven't filed for Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Pictet Asset Management SA22,996$1.10M
BDO Wealth Advisors, LLC560$26.7K
Endurance Wealth Management, Inc.120$6.00K
First Capital Advisors Group, LLC.100$4.77K