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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

Q4 2024 vs. Q3 2024

How the institutions holding Unum Group changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of UNM: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders6258685+68
Shares156.6M232.2K154.1M−2.25M (−1.4%)
Value$9.30B$13.8M$11.3B+$1.96B (+21.1%)

8 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (118)

Institutions that held Unum Group at the end of Q4 2024 but not at the end of Q3 2024.

Showing the largest 100 of 118 by value.

Institutions new to UNM in Q4 2024
InstitutionSharesValue% of portfolio
Balyasny Asset Management LLC1,560,488$114.0M0.27%
Zurich Insurance Group Ltd1,440,490$105.2M0.86%
Freestone Grove Partners LP891,362$65.1M0.80%
Alyeska Investment Group, L.P.815,568$59.6M0.22%
Raymond James Financial Inc268,612$19.6M0.01%
Susquehanna Fundamental Investments, LLC138,894$10.1M0.17%
Panagora Asset Management Inc138,043$10.1M0.05%
Edgestream Partners, L.P.131,948$9.64M0.41%
Picton Mahoney Asset Management120,733$8.82M0.33%
New Age Alpha Advisors, LLC103,143$7.53M0.30%
Viking Fund Management LLC70,000$5.11M0.80%
Livforsakringsbolaget Skandia, Omsesidigt67,500$4.93M0.26%
EAM Global Investors LLC65,127$4.76M0.85%
KLP Kapitalforvaltning AS62,200$4.54M0.02%
Police & Firemen's Retirement System of New Jersey59,412$4.34M0.04%
Jefferies Financial Group Inc.57,051$4.17M0.05%
Brant Point Investment Management LLC55,000$4.02M0.95%
Nomura Holdings Inc52,164$3.81M0.02%
Massar Capital Management, LP51,691$3.77M4.29%
FORA Capital, LLC40,655$2.97M0.34%
Mubadala Investment Co PJSC33,726$2.46M0.01%
Total Wealth Planning & Management, Inc.29,975$2.19M2.15%
Teza Capital Management LLC26,883$1.96M0.30%
Weaver C. Barksdale & Associates, Inc.26,488$1.94M1.85%
Concentric Capital Strategies, LP23,508$1.72M0.11%
Graham Capital Management, L.P.23,328$1.70M0.05%
Jump Financial, LLC22,025$1.61M0.03%
Interval Partners, LP21,300$1.56M0.04%
Landscape Capital Management, L.L.C.17,101$1.25M0.13%
Polianta Ltd17,000$1.24M0.59%
Fieldview Capital Management, LLC15,985$1.17M0.18%
Capital Fund Management S.A.15,788$1.15M0.01%
Harvest Fund Management Co., Ltd13,185$963.0K0.04%
Dynamic Technology Lab Private Ltd11,402$833.0K0.13%
Friedenthal Financial10,906$796.5K0.47%
Asset Management One Co.,Ltd.9,182$672.0K0.00%
Impact Partnership Wealth, LLC7,440$543.3K0.11%
Measured Wealth Private Client Group, LLC7,276$531.4K0.17%
Boothbay Fund Management, LLC7,042$514.3K0.02%
Vise Technologies, Inc.6,630$484.2K0.04%
Scientech Research LLC6,391$466.7K0.13%
XTX Topco Ltd5,669$414.0K0.03%
Sharpepoint LLC5,501$401.7K0.36%
Wedbush Securities Inc5,346$390.0K0.01%
Forbes J M & Co LLP5,320$388.5K0.04%
Taika Capital, LP5,050$368.8K0.28%
StoneX Group Inc.4,993$364.6K0.02%
Everence Capital Management Inc4,670$341.0K0.02%
FourThought Financial Partners, LLC4,667$340.8K0.04%
Merit Financial Group, LLC4,496$328.3K0.01%
Kentucky Retirement Systems Insurance Trust Fund9,248$324.0K0.06%
Callan Family Office, LLC4,112$300.3K0.02%
Longboard Asset Management, LP3,794$277.1K0.73%
Ground Swell Capital, LLC3,665$267.7K0.58%
Challenger Wealth Management3,528$257.6K0.22%
Brookstone Capital Management3,432$250.7K0.00%
Capital Square, LLC3,327$249.6K0.14%
Montag A & Associates Inc3,410$249.0K0.01%
ISAM Funds (UK) Ltd3,404$248.6K0.18%
Brighton Jones LLC3,385$247.2K0.01%
Financial Counselors Inc3,285$239.9K0.00%
Wellington Management Group LLP3,282$239.7K0.00%
Nichols & Pratt Advisers LLP3,270$238.8K0.02%
Jacobi Capital Management LLC3,261$238.2K0.02%
Fidelis Capital Partners, LLC3,067$233.8K0.02%
Robertson Stephens Wealth Management, LLC3,188$232.8K0.01%
Atria Wealth Solutions, Inc.3,143$229.5K0.00%
Portman Square Capital LLP3,116$227.6K0.04%
KKM Financial LLC3,000$219.1K0.09%
111 Capital2,996$218.8K0.05%
Flagship Harbor Advisors, LLC2,980$217.6K0.01%
Leigh Baldwin & Co., LLC2,970$216.9K0.18%
Stratos Wealth Partners, LTD.2,964$216.5K0.00%
PFG Investments, LLC2,964$216.5K0.01%
Fragasso Group Inc.2,921$213.3K0.02%
Sage Capital Management, LLC2,921$213.3K0.11%
Northwest & Ethical Investments L.P.2,900$211.5K0.01%
Roof Eidam & Maycock2,830$206.7K0.05%
Boston Private Wealth LLC2,788$203.6K0.00%
Farringdon Capital, Ltd.2,768$202.1K0.08%
MJP Associates Inc2,750$200.8K0.04%
Advisor OS, LLC2,750$200.8K0.02%
MAI Capital Management1,970$143.9K0.00%
Capital Analysts, LLC1,476$108.0K0.00%
Kapitalo Investimentos Ltda1,397$102.0K0.07%
SBI Securities Co., Ltd.1,241$90.6K0.00%
WPG Advisers, LLC907$66.2K0.06%
Duncker Streett & Co Inc800$58.4K0.01%
Millstone Evans Group, LLC620$45.3K0.03%
Kestra Investment Management, LLC517$37.8K0.00%
Caitong International Asset Management Co., Ltd340$24.8K0.02%
Whipplewood Advisors, LLC305$22.3K0.01%
R Squared Ltd280$20.4K0.02%
Hopwood Financial Services, Inc.150$11.0K0.01%
Newton One Investments LLC135$9.84K0.00%
Atala Financial Inc124$9.06K0.01%
Truvestments Capital LLC117$8.55K0.00%
Raiffeisen Bank International AG78$5.64K0.00%
Park Square Financial Group, LLC75$5.48K0.00%
Key Financial Inc64$4.67K0.00%

Sold out (50)

Institutions that held Unum Group at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of UNM in Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Gillson Capital LP315,070$18.7M
HRT Financial LP313,872$18.7M
Cubist Systematic Strategies, LLC274,406$16.3M
M&G Plc192,608$11.4M
Twinbeech Capital LP165,249$9.82M
Winton Group Ltd103,737$6.17M
Connor, Clark & Lunn Investment Management Ltd.84,480$5.02M
Bridgeway Capital Management, LLC46,300$2.75M
Campbell & CO Investment Adviser LLC39,058$2.32M
Engineers Gate Manager LP34,627$2.06M
Sumitomo Mitsui Trust Holdings, Inc.33,208$1.97M
Point72 (DIFC) Ltd32,741$1.95M
Hussman Strategic Advisors, Inc.31,500$1.87M
Aquatic Capital Management LLC29,900$1.78M
WBI Investments29,778$1.77M
Toronto Dominion Bank29,600$1.76M
International Assets Investment Management, LLC101,048$1.70M
Gsa Capital Partners LLP27,090$1.61M
GTS Securities LLC22,291$1.32M
Qsemble Capital Management, LP21,161$1.26M
Quadrature Capital Ltd18,497$1.10M
Weiss Asset Management LP17,676$1.05M
Fox Run Management, L.L.C.15,853$942.3K
Aigen Investment Management, LP13,129$780.4K
Seven Eight Capital, LP11,365$675.5K
nVerses Capital, LLC10,600$630.1K
Versor Investments LP10,586$629.2K
Lecap Asset Management Ltd9,292$552.3K
Veriti Management LLC9,082$539.8K
Centiva Capital, LP8,290$492.8K
TFB Advisors LLC6,317$375.5K
Capstone Investment Advisors, LLC5,823$346.1K
Catalyst Funds Management Pty Ltd5,600$332.9K
Diametric Capital, LP4,068$241.8K
Mackenzie Financial Corp3,928$233.5K
Buckingham Strategic Partners3,577$212.6K
Laurion Capital Management LP3,519$209.2K
Daiwa Securities Group Inc.3,157$188.0K
Headlands Technologies LLC1,545$91.8K
Walleye Trading LLC1,463$87.0K
Capital Performance Advisors LLP527$31.3K
Baldwin Brothers Inc516$30.7K
Hobbs Group Advisors, LLC300$17.8K
Ashton Thomas Securities, LLC183$10.9K
Motco146$8.68K
Frazier Financial Advisors, LLC141$8.38K
Flaharty Asset Management, LLC97$5.77K
Reuter James Wealth Management, LLC43$2.56K
Sunbelt Securities, Inc.42$2.50K
Kennebec Savings Bank10$594

Not filed for Q4 2024 yet (8)

Institutions that held Unum Group at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UNM in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Raymond James & Associates172,373$10.2M
Raymond James Financial Services Advisors, Inc.58,015$3.45M
FinTrust Capital Advisors, LLC1,459$86.7K
ClariVest Asset Management LLC173$8.84K
Peterson Financial Group, Inc.91$5.38K
Northwest Investment Counselors, LLC55$3.28K
M&R Capital Management Inc28$1.69K
Abich Financial Wealth Management LLC18$1.07K