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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 2024 vs. Q4 2023

How the institutions holding Unum Group changed between Q4 2023 and Q1 2024.

All holders in Q1 2024All holders in Q4 2023

13F holders of UNM: Q4 2023 compared with Q1 2024
MeasureQ4 2023Of which not filed for Q1 2024Q1 2024Change
Holders5727580+15
Shares166.2M266.0K165.5M−377.4K (−0.2%)
Value$7.51B$12.0M$8.87B+$1.37B (+18.3%)

7 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (80)

Institutions that held Unum Group at the end of Q1 2024 but not at the end of Q4 2023.

Institutions new to UNM in Q1 2024
InstitutionSharesValue% of portfolio
Woodline Partners LP611,646$32.8M0.30%
D. Scott Neal, Inc.224,960$12.1M7.89%
M&G Plc166,446$8.99M0.05%
Bridgeway Capital Management, LLC145,600$7.81M0.16%
Principal Street Partners, LLC139,387$7.46M1.41%
Edgestream Partners, L.P.102,439$5.50M0.27%
BTC Capital Management, Inc.96,110$5.16M0.47%
Insight Wealth Strategies, LLC41,765$2.24M0.33%
Danske Bank A/S39,223$2.10M0.01%
HRT Financial LP35,763$1.92M0.01%
Lecap Asset Management Ltd35,737$1.92M0.40%
Little House Capital LLC26,148$1.40M0.46%
Point72 Hong Kong Ltd25,759$1.38M0.07%
Point72 (DIFC) Ltd25,285$1.36M0.10%
Pearl River Capital, LLC21,890$1.17M0.19%
Councilmark Asset Management, LLC21,800$1.17M0.84%
AIA Group Ltd21,672$1.16M0.04%
Walleye Capital LLC21,162$1.14M0.01%
Quadrature Capital Ltd21,063$1.13M0.02%
Qsemble Capital Management, LP20,420$1.10M0.24%
Symmetry Partners, LLC20,251$1.09M0.09%
Keynote Financial Services LLC19,780$1.06M0.89%
FORA Capital, LLC19,741$1.06M0.09%
Moore Capital Management, LP16,559$888.6K0.02%
Petrus Trust Company, LTA16,229$870.8K0.08%
Centiva Capital, LP15,991$858.1K0.05%
CIBC World Markets Corp15,037$806.9K0.01%
Dynamic Technology Lab Private Ltd13,184$707.0K0.08%
Aigen Investment Management, LP12,153$652.1K0.14%
Marshall Wace, LLP11,400$611.7K0.00%
ClearAlpha Technologies LP10,376$556.8K0.24%
Alpha DNA Investment Management LLC9,712$521.1K0.29%
Seven Eight Capital, LP6,803$365.0K0.04%
Alhambra Investment Partners LLC6,004$322.2K0.18%
Simplicity Wealth,LLC5,645$302.9K0.01%
Alpha Cubed Investments, LLC5,500$295.1K0.02%
Grey Street Capital, LLC5,435$291.6K0.04%
Sigma Planning Corp5,266$282.6K0.01%
Genus Capital Management Inc.5,205$279.3K0.04%
GTS Securities LLC5,072$272.2K0.01%
Oak Thistle LLC5,041$270.5K0.24%
Hartline Investment Corp4,962$266.3K0.05%
Caxton Associates LP4,838$259.6K0.02%
Meiji Yasuda Asset Management Co Ltd.4,657$249.9K0.01%
NDVR, Inc.4,585$246.0K0.23%
Lane & Associates LLC4,548$244.0K0.15%
Boothbay Fund Management, LLC4,447$238.6K0.01%
Delap Wealth Advisory, LLC4,438$238.1K0.10%
Callan Capital, LLC4,412$236.7K0.02%
Meeder Advisory Services, Inc.4,062$218.0K0.02%
Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn4,050$217.3K0.00%
Schulhoff & Co Inc4,000$214.6K0.09%
Y-Intercept (Hong Kong) Ltd3,976$213.4K0.02%
Paragon Capital Management Ltd3,945$211.7K0.04%
Lido Advisors, LLC3,869$207.6K0.00%
Brooks, Moore & Associates, Inc.3,798$203.8K0.13%
Buska Wealth Management, LLC3,770$202.3K0.09%
Continuum Advisory, LLC2,507$132.0K0.02%
Point72 Asia (Singapore) Pte. Ltd.2,079$111.6K0.03%
Walleye Trading LLC1,073$57.6K0.00%
MCF Advisors LLC658$35.3K0.00%
Salomon & Ludwin, LLC515$27.6K0.00%
Kelly Lawrence W & Associates Inc500$26.8K0.01%
EntryPoint Capital, LLC235$12.6K0.01%
Macroview Investment Management LLC146$7.83K0.01%
Kozak & Associates, Inc.135$7.12K0.00%
Bullock Wealth Management Group132$7.11K0.00%
Pingora Partners LLC120$6.44K0.00%
Crewe Advisors LLC68$3.65K0.00%
FWL Investment Management, LLC65$3.49K0.00%
Fortitude Family Office, LLC62$3.33K0.00%
CIBC Private Wealth Group, LLC60$3.23K0.00%
LRI Investments, LLC58$3.11K0.00%
Northwest Investment Counselors, LLC55$2.96K0.00%
Spire Wealth Management48$2.58K0.00%
Harbor Investment Advisory, LLC42$2.25K0.00%
Horizon Investments, LLC36$1.92K0.00%
Rakuten Securities, Inc.22$1.18K0.00%
Cornerstone Planning Group LLC10$5170.00%
WR Wealth Planners, LLC8$4290.00%

Sold out (65)

Institutions that held Unum Group at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of UNM in Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Adage Capital Partners GP, L.L.C.900,000$40.7M
Point72 Asset Management, L.P.284,390$12.9M
Connor, Clark & Lunn Investment Management Ltd.180,905$8.18M
Kettle Hill Capital Management, LLC132,481$5.99M
Weiss Multi-Strategy Advisers LLC125,002$5.65M
Dorsey Wright & Associates93,524$4.23M
Point72 Europe (London) LLP68,177$3.08M
Tudor Investment Corp Et Al51,247$2.32M
Shilanski & Associates, Inc.45,109$2.04M
Aquatic Capital Management LLC43,900$1.99M
Miller Howard Investments Inc40,000$1.81M
Capital Fund Management S.A.38,230$1.73M
Entropy Technologies, LP31,001$1.40M
Eisler Capital (UK) Ltd.23,360$1.06M
Balyasny Asset Management LLC22,935$1.04M
MorganRosel Wealth Management, LLC20,557$929.6K
New Century Financial Group, LLC20,216$914.2K
Asset Management One Co.,Ltd.19,453$881.0K
Graham Capital Management, L.P.18,890$854.2K
Cetera Advisor Networks LLC17,983$813.2K
Teza Capital Management LLC17,051$771.0K
Burns Matteson Capital Management, LLC16,587$750.3K
Estate Counselors, LLC16,005$723.7K
Twinbeech Capital LP13,783$623.3K
XTX Topco Ltd13,652$617.3K
PEAK6 Investments LLC12,896$583.2K
AE Wealth Management LLC11,224$532.2K
Diversified Trust Co11,029$498.7K
Brevan Howard Capital Management LP9,742$440.5K
SageView Advisory Group, LLC8,128$388.9K
Landscape Capital Management, L.L.C.8,285$374.6K
Triasima Portfolio Management inc.7,600$343.7K
Hanlon Investment Management, Inc.7,369$333.2K
Maverick Capital LtdSuperinvestorMaverick Capital6,844$309.5K
Regal Investment Advisors LLC6,713$303.6K
Pinkerton Retirement Specialists, LLC6,667$301.5K
Corton Capital Inc.6,118$276.7K
Atria Wealth Solutions, Inc.6,072$274.6K
Envestnet Portfolio Solutions, Inc.5,614$253.9K
Crawford Investment Counsel Inc5,610$253.7K
Deerfield Management Company, L.P. (Series C)5,333$241.2K
Dakota Wealth Management5,223$236.2K
International Assets Investment Management, LLC4,889$221.1K
Bailard, Inc.4,600$208.0K
SG Americas Securities, LLC2,992$135.0K
Point72 Middle East FZE1,141$51.6K
Tradition Wealth Management, LLC1,050$47.0K
TD Waterhouse Canada Inc.1,001$46.2K
Virtus Fund Advisers, LLC962$43.5K
Arlington Partners LLC774$35.0K
Cutler Group LP670$30.0K
Contravisory Investment Management, Inc.554$25.1K
Resurgent Financial Advisors LLC467$21.1K
Glassman Wealth Services375$17.0K
Turtle Creek Wealth Advisors, LLC175$7.91K
Spectrum Wealth Counsel, LLC131$5.92K
Lee Financial Co120$5.43K
Fairfield, Bush & Co.105$4.74K
Caldwell Trust Co77$3.48K
Concord Wealth Partners24$1.08K
Focused Wealth Management, Inc24$1.07K
Clear Street Markets LLC20$1.00K
Pineridge Advisors LLC18$814
Tennessee Valley Asset Management Partners10$452
Johnson Financial Group, Inc.4$181

Not filed for Q1 2024 yet (7)

Institutions that held Unum Group at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UNM in Q4 2023 that haven't filed for Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
M&G Investment Management Ltd177,585$7.99M
Putnam Investments LLC75,336$3.41M
Watershed Asset Management, L.L.C.6,672$301.7K
Sawtooth Solutions, LLC5,362$242.5K
Nalls Sherbakoff Group, LLC500$22.6K
Hobbs Group Advisors, LLC300$13.6K
Coppell Advisory Solutions LLC259$11.7K