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Unum Group (UNM) Institutional Ownership

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$72.01 +1.05 (+1.48%)
(As of 12/20/2024 05:31 PM ET)

Institutional Ownership Changes (13F Filings) for Unum Group (NYSE:UNM)

Current
Institutional Ownership
Percentage
86.57%
Number of
Institutional Buyers
(last 12 months)
286
Total
Institutional Inflows
(last 12 months)
$1.22B
Number of
Institutional Sellers
(last 12 months)
227
Total
Institutional Outflows
(last 12 months)
$753.30M
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UNM Institutional Buying and Selling by Quarter

Unum Group Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/19/2024 Principal Financial Group Inc.397,292$23.62M0.0%-33.2%0.218%
12/13/2024 B. Riley Wealth Advisors Inc.4,154$247K0.0%-5.4%0.002%
12/10/2024 DGS Capital Management LLC36,962$2.20M0.6%+4.6%0.020%
12/6/2024 Retirement Systems of Alabama481,316$28.61M0.1%-6.0%0.264%
11/27/2024 Franklin Resources Inc.469,342$29.55M0.0%+50.0%0.257%
11/25/2024 Tidal Investments LLC13,221$786K0.0%-15.0%0.007%
11/25/2024 Wilmington Savings Fund Society FSB980$58K0.0%N/A0.001%
11/25/2024 Sanctuary Advisors LLC22,012$1.31M0.0%-2.1%0.012%
11/22/2024 Sculati Wealth Management LLC35,600$2.12M0.9%-6.1%0.019%
11/18/2024 Teachers Retirement System of The State of Kentucky59,350$3.53M0.0%-2.6%0.033%
11/18/2024 Toronto Dominion Bank29,600$1.76M0.0%-11.9%0.016%
11/18/2024 Coldstream Capital Management Inc.12,778$775K0.0%+10.6%0.007%
11/16/2024 Geode Capital Management LLC3,026,745$179.96M0.0%-2.3%1.657%
11/15/2024 Vestcor Inc88,728$5.27M0.2%+156.2%0.049%
11/15/2024 M&T Bank Corp13,366$794K0.0%-2.0%0.007%
11/15/2024 Public Employees Retirement System of Ohio113,309$6.74M0.0%-5.7%0.062%
11/15/2024 Y Intercept Hong Kong Ltd18,935$1.13M0.1%+35.2%0.010%
11/15/2024 MML Investors Services LLC17,288$1.03M0.0%+5.2%0.009%
11/15/2024 Orion Portfolio Solutions LLC9,109$541K0.0%+94.5%0.005%
11/15/2024 National Bank of Canada FI133,928$7.96M0.0%+14.2%0.073%
11/15/2024 EP Wealth Advisors LLC3,984$237K0.0%N/A0.002%
11/15/2024 United Services Automobile Association11,170$664K0.0%-21.7%0.006%
11/15/2024 Kovitz Investment Group Partners LLC18,064$1.07M0.0%N/A0.010%
11/15/2024 Weiss Asset Management LP17,676$1.05M0.0%N/A0.010%
11/15/2024 Two Sigma Advisers LP701,400$41.69M0.1%-32.9%0.384%
11/15/2024 State Street Corp5,972,177$354.99M0.0%-1.9%3.270%
11/15/2024 Stifel Financial Corp223,463$13.28M0.0%+9.0%0.122%
11/15/2024 SageView Advisory Group LLC4,768$283K0.0%-6.1%0.003%
11/15/2024 Quadrature Capital Ltd18,497$1.10M0.0%+107.4%0.010%
11/15/2024 Quantinno Capital Management LP195,916$11.65M0.2%+11.9%0.107%
11/15/2024 Quarry LP930$55K0.0%+4,794.7%0.001%
11/15/2024 Redwood Investment Management LLC28,415$1.67M0.1%+4.1%0.016%
11/15/2024 Petrus Trust Company LTA15,697$933K0.1%+28.8%0.009%
11/15/2024 Point72 DIFC Ltd32,741$1.95M0.1%N/A0.018%
11/15/2024 Prana Capital Management LP208,066$12.37M0.6%-36.9%0.114%
11/15/2024 IHT Wealth Management LLC5,906$351K0.0%+4.8%0.003%
11/15/2024 Integrated Wealth Concepts LLC13,466$800K0.0%-7.1%0.007%
11/15/2024 Jacobs Levy Equity Management Inc.509,702$30.30M0.1%+151.7%0.279%
11/15/2024 Janus Henderson Group PLC134,134$7.97M0.0%+9.2%0.073%
11/15/2024 HighTower Advisors LLC80,891$4.81M0.0%+3.9%0.044%
Why I'm telling friends to avoid gold stocks (Ad)

Back in November, gold made a tiny move of 1.6%. But according to my backtesting by using a special type of gold trade, I would have seen a 141% gain in just a week. It happened again in March. Gold nudged up 1.2%. This time? A 104% overnight gain. And in June? A 1% gold move turned into a 74% gain in two weeks. Granted, there would have been smaller wins and those that did not work out, but you see, there's a reason I'm telling all my friends to hold off from buying gold or regular gold stocks right now. There's a more lucrative way to play the gold market as we enter a new breakout period. It's all about catching what I call "Acceleration Cycles."

And if you’d like to get your hands on this, here you go, the complete breakdown.
11/15/2024 Centiva Capital LP8,290$493K0.0%+79.5%0.005%
11/15/2024 Ascent Group LLC20,350$1.21M0.1%-8.0%0.011%
11/15/2024 Benjamin Edwards Inc.10,228$608K0.0%N/A0.006%
11/15/2024 Point72 Asia Singapore Pte. Ltd.26,886$1.60M0.3%+116.8%0.015%
11/15/2024 Point72 Hong Kong Ltd50,460$3.00M0.2%+1,248.8%0.028%
11/15/2024 Erste Asset Management GmbH8,800$516K0.0%N/A0.005%
11/14/2024 Caisse DE Depot ET Placement DU Quebec55,692$3.31M0.0%N/A0.030%
11/14/2024 Captrust Financial Advisors211,660$12.58M0.0%+2.1%0.116%
11/14/2024 Capstone Investment Advisors LLC5,823$346K0.0%-37.4%0.003%
11/14/2024 Rockefeller Capital Management L.P.16,364$971K0.0%-4.0%0.009%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC661,999$39.35M0.0%-2.5%0.363%
11/14/2024 Zurcher Kantonalbank Zurich Cantonalbank41,713$2.48M0.0%-0.8%0.023%
11/14/2024 MetLife Investment Management LLC88,577$5.27M0.0%-5.7%0.049%
11/14/2024 Healthcare of Ontario Pension Plan Trust Fund65,200$3.88M0.0%-61.7%0.036%
11/13/2024 Glenmede Trust Co. NA172,918$10.28M0.0%-35.3%0.095%
11/13/2024 Bridgewater Associates LP226,149$13.44M0.1%+32.0%0.124%
11/13/2024 Freedom Investment Management Inc.5,481$326K0.0%-10.6%0.003%
11/13/2024 Townsquare Capital LLC12,136$721K0.0%+12.5%0.007%
11/13/2024 BNP Paribas Financial Markets116,033$6.90M0.0%+75.6%0.064%
11/13/2024 Principal Street Partners LLC107,534$6.36M1.0%-22.7%0.059%
11/13/2024 Brooklyn Investment Group6,592$392K0.1%+3.1%0.004%
11/13/2024 D.A. Davidson & CO.20,926$1.24M0.0%+95.7%0.011%
11/13/2024 FMR LLC12,970,250$770.95M0.0%-20.3%7.103%
11/13/2024 The Manufacturers Life Insurance Company373,269$22.19M0.0%-5.7%0.204%
11/13/2024 Qsemble Capital Management LP21,161$1.26M0.2%N/A0.012%
11/13/2024 Bank of Montreal Can44,080$2.59M0.0%-8.5%0.024%
11/13/2024 Hancock Whitney Corp32,106$1.91M0.1%-3.4%0.018%
11/13/2024 Daiwa Securities Group Inc.3,157$188K0.0%-48.2%0.002%
11/12/2024 Lane & Associates LLC5,217$310K0.2%+12.1%0.003%
11/12/2024 Pitcairn Co.9,761$580K0.0%-7.0%0.005%
11/12/2024 Algert Global LLC236,264$14.04M0.4%+69.5%0.129%
11/12/2024 Kingsview Wealth Management LLC55,725$3.31M0.1%+1,020.3%0.031%
11/12/2024 Cerity Partners LLC71,667$4.26M0.0%+57.0%0.039%
11/12/2024 Citigroup Inc.62,491$3.71M0.0%+15.1%0.034%
11/12/2024 AlphaCore Capital LLC99,274$5.90M1.3%+3.5%0.054%
11/12/2024 Charles Schwab Investment Management Inc.5,500,508$326.95M0.1%+1.0%3.012%
11/12/2024 Blackhawk Capital Partners LLC.4,127$245K0.1%N/A0.002%
11/9/2024 Intech Investment Management LLC76,982$4.58M0.1%+169.1%0.042%
11/8/2024 Moran Wealth Management LLC12,910$767K0.0%-1.3%0.007%
11/8/2024 Moors & Cabot Inc.3,791$225K0.0%N/A0.002%
11/8/2024 First Horizon Advisors Inc.87,734$5.22M0.1%+0.8%0.048%
11/8/2024 Advisors Asset Management Inc.2,829$168K0.0%+188.1%0.002%
11/8/2024 Connor Clark & Lunn Investment Management Ltd.84,480$5.02M0.0%N/A0.046%
11/8/2024 Commerce Bank16,572$985K0.0%-4.2%0.009%
11/8/2024 Lingohr Asset Management GmbH14,844$876K2.1%+2.1%0.008%
11/8/2024 Fifth Third Wealth Advisors LLC5,684$338K0.0%-23.0%0.003%
11/7/2024 Caprock Group LLC12,308$732K0.0%+1.8%0.007%
11/7/2024 Pathstone Holdings LLC65,798$3.91M0.0%-0.8%0.036%
11/7/2024 Aviance Capital Partners LLC37,481$2.23M0.3%+3.1%0.021%
11/7/2024 Quest Partners LLC41,467$2.47M0.2%-24.2%0.023%
Why I'm telling friends to avoid gold stocks (Ad)

Back in November, gold made a tiny move of 1.6%. But according to my backtesting by using a special type of gold trade, I would have seen a 141% gain in just a week. It happened again in March. Gold nudged up 1.2%. This time? A 104% overnight gain. And in June? A 1% gold move turned into a 74% gain in two weeks. Granted, there would have been smaller wins and those that did not work out, but you see, there's a reason I'm telling all my friends to hold off from buying gold or regular gold stocks right now. There's a more lucrative way to play the gold market as we enter a new breakout period. It's all about catching what I call "Acceleration Cycles."

And if you’d like to get your hands on this, here you go, the complete breakdown.
11/7/2024 Swiss National Bank369,600$21.97M0.0%-1.9%0.202%
11/7/2024 Thrivent Financial for Lutherans111,831$6.65M0.0%+89.5%0.061%
11/6/2024 Mutual of America Capital Management LLC92,370$5.49M0.1%-9.4%0.051%
11/6/2024 KPP Advisory Services LLC3,369$200K0.0%N/A0.002%
11/6/2024 Natixis Advisors LLC28,795$1.71M0.0%+5.5%0.016%
11/6/2024 CIBC Asset Management Inc5,551$330K0.0%+3.4%0.003%
11/6/2024 Neumann Capital Management LLC16,683$992K0.3%-10.7%0.009%
11/6/2024 KBC Group NV4,830$287K0.0%+10.1%0.003%
11/5/2024 Live Oak Investment Partners970$58K0.0%N/A0.001%
11/5/2024 Victory Capital Management Inc.1,186,262$70.51M0.1%+5.9%0.650%
(Data available from 1/1/2016 forward)

UNM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UNM shares?

During the previous two years, 584 institutional investors and hedge funds held shares of Unum Group. The most heavily invested institutionals were BlackRock Inc. ($1.10B), Vanguard Group Inc. ($1.09B), FMR LLC ($770.95M), Norges Bank ($590.49M), State Street Corp ($354.99M), Charles Schwab Investment Management Inc. ($326.95M), and Dimensional Fund Advisors LP ($271.03M).Learn more on UNM's institutional investors.

What percentage of Unum Group stock is owned by institutional investors?

86.57% of Unum Group stock is owned by institutional investors. Learn more on UNM's institutional investor holdings.

Which institutional investors have been buying Unum Group stock?

Of the 474 institutional investors that purchased Unum Group stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($13.06M), Nordea Investment Management AB ($3.05M), AQR Capital Management LLC ($1.29M), Assetmark Inc. ($1.21M), ProShare Advisors LLC ($1.20M), Victory Capital Management Inc. ($1.03M), and Boone Capital Management LLC ($961.66K).

How much institutional buying is happening at Unum Group?

Institutional investors have bought a total of 44,344,945 shares in the last 24 months. This purchase volume represents approximately $2.06B in transactions.

Which Unum Group major shareholders have been selling company stock?

Of the 345 institutional investors that sold Unum Group stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: FMR LLC ($10.25M), Dimensional Fund Advisors LP ($2.69M), Acadian Asset Management LLC ($1.75M), Donald Smith & CO. Inc. ($1.43M), Assenagon Asset Management S.A. ($1.19M), Victory Capital Management Inc. ($968.60K), and Clearbridge Investments LLC ($812.75K).

How much institutional selling is happening at Unum Group?

Institutional investors have sold a total of 36,782,955 shares in the last 24 months. This volume of shares sold represents approximately $1.74B in transactions.



This page (NYSE:UNM) was last updated on 12/21/2024 by MarketBeat.com Staff
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