Skip to main content
Livermore
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

Q3 2024 vs. Q2 2024

How the institutions holding Unum Group changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of UNM: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders5795625+51
Shares161.5M19.4M156.6M+14.4M (+10.1%)
Value$8.25B$989.4M$9.30B+$2.04B (+28.1%)

5 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (92)

Institutions that held Unum Group at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to UNM in Q3 2024
InstitutionSharesValue% of portfolio
BlackRock, Inc.18,957,973$1.13B0.02%
Adage Capital Partners GP, L.L.C.400,000$23.8M0.04%
Gillson Capital LP315,070$18.7M1.70%
HRT Financial LP313,872$18.7M0.09%
Lighthouse Investment Partners, LLC243,313$14.5M0.78%
Hudson Bay Capital Management LP200,000$11.9M0.08%
Twinbeech Capital LP165,249$9.82M0.19%
Marshall Wace, LLP130,107$7.73M0.01%
Winton Group Ltd103,737$6.17M0.43%
Connor, Clark & Lunn Investment Management Ltd.84,480$5.02M0.02%
Caisse de Depot Et Placement du Quebec55,692$3.31M0.01%
Point72 (DIFC) Ltd32,741$1.95M0.15%
WBI Investments29,778$1.77M0.43%
Brevan Howard Capital Management LP29,231$1.74M0.08%
Sterling Capital Management LLC23,742$1.41M0.02%
CWA Asset Management Group, LLC23,437$1.39M0.07%
GTS Securities LLC22,291$1.32M0.03%
Qsemble Capital Management, LP21,161$1.26M0.23%
Weiss Asset Management LP17,676$1.05M0.03%
Credit Agricole S A16,139$959.3K0.01%
Fox Run Management, L.L.C.15,853$942.3K0.21%
Shell Asset Management Co15,534$923.0K0.04%
Kovitz Investment Group Partners, LLC18,064$869.9K0.01%
Aigen Investment Management, LP13,129$780.4K0.15%
Counterpoint Mutual Funds LLC13,083$777.7K0.15%
Hillsdale Investment Management Inc.12,850$763.8K0.06%
Signet Financial Management, LLC12,615$749.8K0.10%
Seven Eight Capital, LP11,365$675.5K0.06%
Benjamin Edwards Inc10,228$607.9K0.01%
Prosperity Consulting Group, LLC9,735$578.6K0.05%
Los Angeles Capital Management LLC9,221$548.1K0.00%
Simplex Trading, LLC9,141$543.0K0.02%
SG Americas Securities, LLC8,638$513.0K0.00%
AdvisorShares Investments LLC8,500$505.2K0.10%
Machina Capital S.A.S.7,924$471.0K0.19%
Hamilton Capital Partners Inc.7,900$469.6K0.04%
Portland Global Advisors LLC7,001$416.1K0.05%
Alps Advisors Inc6,350$377.4K0.00%
Advisors Capital Management, LLC5,849$348.0K0.01%
Aries Wealth Management5,846$347.5K0.10%
Entropy Technologies, LP5,725$340.3K0.04%
Net Worth Advisory Group5,309$315.6K0.09%
Great Lakes Advisors, LLC5,189$308.4K0.00%
Wolverine Trading, LLC4,893$287.0K0.01%
Pallas Capital Advisors LLC4,433$280.8K0.01%
Aster Capital Management (DIFC) Ltd4,640$275.8K0.06%
DMG Group, LLC4,500$267.5K0.22%
Oak Thistle LLC4,204$249.9K0.08%
Blackhawk Capital Partners LLC.4,127$245.3K0.13%
Diametric Capital, LP4,068$241.8K0.12%
Seeds Investor LLC4,056$241.1K0.09%
Colony Group, LLC4,054$241.0K0.00%
NewEdge Wealth, LLC4,018$238.8K0.00%
EP Wealth Advisors, LLC3,984$236.8K0.00%
Apollon Wealth Management, LLC3,949$234.7K0.01%
Eastern Bank3,802$226.0K0.00%
Ariadne Wealth Management, LP3,235$225.7K0.12%
Moors & Cabot, Inc.3,791$225.3K0.01%
HB Wealth Management, LLC3,782$224.8K0.00%
Atomi Financial Group, Inc.3,755$223.2K0.01%
Old North State Wealth Management, LLC3,719$221.3K0.12%
Sage Rhino Capital LLC3,666$217.9K0.05%
Welch & Forbes LLC3,587$213.2K0.00%
Buckingham Strategic Partners3,577$212.6K0.00%
Spinnaker Trust3,559$211.5K0.01%
Diversified Trust Co3,549$211.0K0.01%
Laurion Capital Management LP3,519$209.2K0.01%
KPP Advisory Services LLC3,369$200.3K0.05%
Headlands Technologies LLC1,545$91.8K0.01%
Walleye Trading LLC1,463$87.0K0.00%
Caption Management, LLC1,100$65.4K0.01%
Bryn Mawr Trust Co980$58.3K0.00%
Live Oak Investment Partners–$57.7K0.04%
Thurston, Springer, Miller, Herd & Titak, Inc.621$36.9K0.01%
Capital Performance Advisors LLP527$31.3K0.01%
Legacy Investment Solutions, LLC370$26.3K0.02%
Legacy Wealth Managment, LLC370$26.3K0.02%
Aviso Financial Inc.406$24.1K0.00%
Hemington Wealth Management313$20.0K0.01%
Laurel Wealth Advisors LLC325$19.3K0.00%
True Wealth Design, LLC277$16.5K0.01%
Ashton Thomas Securities, LLC183$10.9K0.00%
Motco146$8.68K0.00%
Centerpoint Advisors, LLC125$7.00K0.00%
Flaharty Asset Management, LLC97$5.77K0.00%
Peterson Financial Group, Inc.91$5.38K0.02%
Colonial Trust Co62$3.65K0.00%
Northwest Investment Counselors, LLC55$3.28K0.00%
Reuter James Wealth Management, LLC43$2.56K0.00%
Sunbelt Securities, Inc.42$2.50K0.00%
Clean Yield Group26$1.54K0.00%
Kennebec Savings Bank10$5940.00%

Sold out (41)

Institutions that held Unum Group at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of UNM in Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
Neo Ivy Capital Management129,920$6.64M
Algebris (UK) Ltd92,596$4.42M
Livforsakringsbolaget Skandia, Omsesidigt54,100$2.76M
Jump Financial, LLC53,962$2.76M
MAI Capital Management22,403$1.15M
Councilmark Asset Management, LLC21,800$1.11M
Polianta Ltd21,300$1.09M
Axq Capital, LP21,220$1.08M
BNP PARIBAS ASSET MANAGEMENT Holding S.A.20,200$1.03M
Dynamic Technology Lab Private Ltd18,944$968.0K
SummerHaven Investment Management, LLC15,865$810.9K
Pearl River Capital, LLC14,650$748.8K
Wellington Management Group LLP12,707$649.5K
ClearAlpha Technologies LP12,073$617.1K
Deerfield Management Company, L.P. (Series C)11,057$565.1K
Bridgefront Capital, LLC10,305$526.7K
Balyasny Asset Management LLC8,979$458.9K
Consolidated Planning Corp8,382$428.4K
Strategic Investment Advisors6,518$333.2K
Blueshift Asset Management, LLC6,409$327.6K
Simplicity Wealth,LLC6,307$322.3K
MQS Management LLC6,067$310.1K
Wintrust Investments LLC6,042$309.0K
PEAK6 Investments LLC5,846$298.8K
Alpha Cubed Investments, LLC5,500$281.1K
Impact Partnership Wealth, LLC5,394$275.7K
Edgestream Partners, L.P.4,562$233.2K
Redwood Wealth Management Group, LLC1,736$88.7K
Family Firm, Inc.806$41.2K
Innealta Capital, LLC781$39.9K
Great Lakes Retirement, Inc.616$31.5K
Group One Trading, L.P.502$25.7K
Gradient Investments LLC167$8.54K
Natixis151$7.72K
Newton One Investments LLC133$6.79K
IAG Wealth Partners, LLC120$6.13K
Planning Capital Management Corp53$2.71K
VisionPoint Advisory Group, LLC50$2.56K
RFP Financial Group LLC24$1.23K
WR Wealth Planners, LLC8$409
Country Trust Bank1$51

Not filed for Q3 2024 yet (5)

Institutions that held Unum Group at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UNM in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
BlackRock Inc.19,330,499$988.0M
Coombe, Bender & Co LLC13,855$708.2K
Benjamin F. Edwards & Company, Inc.10,126$518.0K
JJJ Advisors Inc.3,326$170.0K
Private Ocean, LLC78$3.99K