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Livermore
ZHEN

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 2024 vs. Q1 2024

How the institutions holding Unum Group changed between Q1 2024 and Q2 2024.

All holders in Q2 2024All holders in Q1 2024

13F holders of UNM: Q1 2024 compared with Q2 2024
MeasureQ1 2024Of which not filed for Q2 2024Q2 2024Change
Holders5807579+6
Shares165.5M319.7K161.5M−3.71M (−2.2%)
Value$8.87B$17.1M$8.25B−$603.8M (−6.8%)

7 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (66)

Institutions that held Unum Group at the end of Q2 2024 but not at the end of Q1 2024.

Institutions new to UNM in Q2 2024
InstitutionSharesValue% of portfolio
Corebridge Financial, Inc.225,271$11.5M0.06%
Neo Ivy Capital Management129,920$6.64M1.30%
Point72 Asset Management, L.P.122,255$6.25M0.02%
Van Eck Associates Corp77,195$3.94M0.01%
Omers Administration Corp39,200$2.00M0.02%
Redwood Investment Management, LLC27,293$1.44M0.12%
Mirae Asset Global ETFs Holdings Ltd.26,082$1.33M0.00%
Sanctuary Advisors, LLC22,481$1.14M0.01%
BNP PARIBAS ASSET MANAGEMENT Holding S.A.20,200$1.03M0.00%
Summit Global Investments18,399$940.0K0.06%
Versor Investments LP13,986$714.8K0.13%
Deerfield Management Company, L.P. (Series C)11,057$565.1K0.01%
Capstone Investment Advisors, LLC9,307$475.7K0.01%
Balyasny Asset Management LLC8,979$458.9K0.00%
Avantax Advisory Services, Inc.8,933$456.6K0.00%
Newport Capital Group, LLC8,788$449.2K0.36%
Fifth Third Wealth Advisors LLC7,380$377.2K0.03%
nVerses Capital, LLC7,000$357.8K0.21%
RSM US Wealth Management LLC6,760$345.9K0.01%
Blueshift Asset Management, LLC6,409$327.6K0.11%
MQS Management LLC6,067$310.1K0.19%
PEAK6 Investments LLC5,846$298.8K0.01%
Impact Partnership Wealth, LLC5,394$275.7K0.07%
Valeo Financial Advisors, LLC5,282$269.9K0.01%
Atria Investments LLC5,164$263.9K0.00%
SageView Advisory Group, LLC5,076$259.4K0.01%
Brinker Capital Investments, LLC4,684$239.4K0.00%
Orion Portfolio Solutions, LLC4,684$239.4K0.00%
AE Wealth Management LLC4,627$236.5K0.00%
Applied Finance Capital Management, LLC4,537$231.9K0.01%
Rafferty Asset Management, LLC4,390$224.4K0.00%
Envestnet Portfolio Solutions, Inc.4,279$218.7K0.00%
Chicago Partners Investment Group LLC4,001$217.2K0.01%
Wiley Bros.-Aintree Capital, LLC4,173$213.3K0.01%
Blair William & Co4,117$210.4K0.00%
Bank & Trust Co2,834$144.8K0.12%
Newbridge Financial Services Group, Inc.2,602$133.0K0.05%
Redwood Wealth Management Group, LLC1,736$88.7K0.07%
International Assets Investment Management, LLC1,700$86.9K0.01%
SRS Capital Advisors, Inc.1,402$71.7K0.01%
Catalyst Funds Management Pty Ltd1,400$71.6K0.02%
Abich Financial Wealth Management LLC1,313$67.1K0.05%
Central Trust Co1,000$51.1K0.00%
Advisors Asset Management, Inc.982$50.2K0.00%
William B. Walkup & Associates, Inc.855$43.7K0.03%
Family Firm, Inc.806$41.2K0.01%
Innealta Capital, LLC781$39.9K0.01%
Great Lakes Retirement, Inc.616$31.5K0.00%
1620 Investment Advisors, Inc.573$29.3K0.02%
V-Square Quantitative Management LLC508$26.0K0.00%
Group One Trading, L.P.502$25.7K0.00%
Aquatic Capital Management LLC500$25.6K0.00%
Hobbs Group Advisors, LLC300$15.3K0.01%
Coppell Advisory Solutions LLC262$13.4K0.00%
Rothschild Investment LLC209$10.7K0.00%
IAG Wealth Partners, LLC120$6.13K0.00%
Jones Financial Companies LLLP62$3.17K0.00%
Eagle Bay Advisors LLC61$3.12K0.00%
Hallmark Capital Management Inc40$2.04K0.00%
Gen-Wealth Partners Inc40$2.04K0.00%
Creekmur Asset Management LLC15$7670.00%
Larson Financial Group LLC5$2560.00%
Ruedi Wealth Management, Inc.4$2040.00%
MV Capital Management, Inc.1$520.00%
Country Trust Bank1$510.00%
TD Waterhouse Canada Inc.1$510.00%

Sold out (60)

Institutions that held Unum Group at the end of Q1 2024 and filed for Q2 2024 without it.

Institutions that sold out of UNM in Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
American International Group, Inc.240,732$12.9M
Texas Permanent School Fund159,106$8.54M
WBI Investments136,143$7.31M
Hennessy Advisors Inc106,000$5.69M
APG Asset Management N.V.91,200$4.53M
University of Texas/Texas Am Investment Managment Co89,469$4.05M
Winton Group Ltd53,523$2.87M
Insight Wealth Strategies, LLC41,765$2.24M
Duality Advisers, LP40,864$2.19M
HRT Financial LP35,763$1.92M
Fox Run Management, L.L.C.35,136$1.89M
Clearbridge Investments, LLC34,343$1.84M
Quantbot Technologies LP29,048$1.56M
Little House Capital LLC26,148$1.40M
Occudo Quantitative Strategies LP25,515$1.37M
Point72 (DIFC) Ltd25,285$1.36M
DRW Securities, LLC21,000$1.13M
Qsemble Capital Management, LP20,420$1.10M
Symmetry Partners, LLC20,251$1.09M
FORA Capital, LLC19,741$1.06M
Moore Capital Management, LP16,559$888.6K
Empowered Funds, LLC16,054$861.5K
CIBC World Markets Corp15,037$806.9K
Aigen Investment Management, LP12,153$652.1K
Relative Value Partners Group, LLC13,355$645.6K
Marshall Wace, LLP11,400$611.7K
Alpha DNA Investment Management LLC9,712$521.1K
Measured Wealth Private Client Group, LLC8,186$439.3K
Seven Eight Capital, LP6,803$365.0K
ExodusPoint Capital Management, LP6,145$330.0K
Alhambra Investment Partners LLC6,004$322.2K
Genus Capital Management Inc.5,205$279.3K
GTS Securities LLC5,072$272.2K
Oak Thistle LLC5,041$270.5K
Hartline Investment Corp4,962$266.3K
FourThought Financial Partners, LLC4,622$248.0K
Boothbay Fund Management, LLC4,447$238.6K
Delap Wealth Advisory, LLC4,438$238.1K
Boston Private Wealth LLC4,308$231.2K
Kapitalo Investimentos Ltda4,085$219.2K
Buska Wealth Management, LLC3,770$202.3K
Walleye Trading LLC1,073$57.6K
Colonial Trust Advisors855$45.9K
Bangor Savings Bank664$35.6K
Salomon & Ludwin, LLC515$27.6K
Richard W. Paul & Associates, LLC310$16.6K
Custom Portfolio Group LLC297$15.9K
Loomis Sayles & Co L P251$13.0K
EntryPoint Capital, LLC235$12.6K
Macroview Investment Management LLC146$7.83K
DT Investment Partners, LLC116$6.22K
Sofos Investments, Inc.97$5.25K
GoalVest Advisory LLC90$4.83K
Crewe Advisors LLC68$3.65K
FWL Investment Management, LLC65$3.49K
Northwest Investment Counselors, LLC55$2.96K
Harbor Investment Advisory, LLC42$2.25K
Rakuten Securities, Inc.22$1.18K
Tfo-TDC, LLC14$751
Cornerstone Planning Group LLC10$517

Not filed for Q2 2024 yet (7)

Institutions that held Unum Group at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UNM in Q1 2024 that haven't filed for Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Credit Suisse AG285,752$15.3M
Shell Asset Management Co15,534$794.0K
Grey Street Capital, LLC5,435$291.6K
Handelsinvest Investeringsforvaltning4,522$243.0K
Cipher Capital LP4,462$239.4K
Cambridge Trust Co4,000$214.6K
Retirement Group, LLC9$483