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Unum Group (UNM) Institutional Ownership

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$81.87 -0.46 (-0.56%)
Closing price 03:59 PM Eastern
Extended Trading
$81.79 -0.08 (-0.10%)
As of 07:08 PM Eastern
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Institutional Ownership Changes (13F Filings) for Unum Group (NYSE:UNM)

Current
Institutional Ownership
Percentage
86.57%
Number of
Institutional Buyers
(last 12 months)
375
Total
Institutional Inflows
(last 12 months)
$2.45B
Number of
Institutional Sellers
(last 12 months)
282
Total
Institutional Outflows
(last 12 months)
$1.65B
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UNM Institutional Buying and Selling by Quarter

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Unum Group Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/24/2025 Wellington Management Group LLP3,282$240K0.0%N/A0.002%
3/18/2025 California State Teachers Retirement System165,533$12.09M0.0%-8.5%0.094%
3/18/2025111 Capital2,996$219K0.0%N/A0.002%
3/17/2025 Wealth Enhancement Advisory Services LLC39,826$2.91M0.0%+13.9%0.023%
2/28/2025 Total Wealth Planning & Management Inc.29,975$2.19M2.0%N/A0.016%
2/27/2025Jefferies Financial Group Inc.57,051$4.17M0.0%N/A0.031%
2/26/2025 Sculati Wealth Management LLC38,901$2.84M1.1%+0.5%0.021%
2/25/2025 Leigh Baldwin & CO. LLC2,970$217K0.1%N/A0.002%
2/25/2025 B. Riley Wealth Advisors Inc.3,135$229K0.0%-24.5%0.002%
2/24/2025 Challenger Wealth Management3,528$258K0.2%N/A0.002%
2/21/2025 Ascent Group LLC19,569$1.43M0.1%-3.8%0.011%
2/19/2025 Auxier Asset Management57,752$4.22M0.7%-2.4%0.032%
2/19/2025 Public Employees Retirement System of Ohio96,670$7.06M0.0%-14.7%0.053%
2/18/2025 Vise Technologies Inc.6,630$484K0.0%N/A0.004%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC663,198$48.43M0.0%+0.2%0.363%
2/17/2025 Voloridge Investment Management LLC850,616$62.12M0.2%-10.2%0.466%
2/17/2025 Woodline Partners LP573,590$41.89M0.3%-21.9%0.314%
2/17/2025 Zurich Insurance Group Ltd FI1,440,490$105.20M0.9%N/A0.789%
2/17/2025 iSAM Funds UK Ltd3,404$249K0.2%N/A0.002%
2/17/2025 Vident Advisory LLC25,907$1.89M0.0%-4.7%0.014%
2/17/2025 Two Sigma Advisers LP443,700$32.40M0.1%-36.7%0.243%
2/17/2025 Two Sigma Investments LP325,921$23.80M0.1%-53.3%0.178%
2/17/2025 Tidal Investments LLC12,837$937K0.0%-2.9%0.007%
2/17/2025 Teza Capital Management LLC26,883$1.96M0.3%N/A0.015%
2/17/2025 State of Wyoming11,074$809K0.1%+61.0%0.006%
2/17/2025 Strategic Global Advisors LLC32,344$2.36M0.4%+4.8%0.018%
2/17/2025 Toronto Dominion Bank26,700$1.95M0.0%-9.8%0.015%
2/17/2025 Royal Bank of Canada1,409,476$102.93M0.0%-0.3%0.772%
2/17/2025 Redwood Investment Management LLC19,500$1.42M0.1%-31.4%0.011%
2/17/2025 Point72 Asia Singapore Pte. Ltd.7,905$577K0.2%-70.6%0.004%
2/17/2025 Point72 Hong Kong Ltd12,737$930K0.1%-74.8%0.007%
2/17/2025 Prana Capital Management LP19,025$1.39M0.1%-90.9%0.010%
2/17/2025 ProShare Advisors LLC532,714$38.90M0.1%-55.7%0.292%
2/17/2025 Quantinno Capital Management LP219,377$16.02M0.2%+12.0%0.120%
2/17/2025 Man Group plc186,832$13.64M0.0%-54.5%0.102%
2/17/2025 Nomura Holdings Inc.52,164$3.81M0.0%N/A0.029%
2/17/2025 NorthRock Partners LLC7,284$532K0.0%+38.3%0.004%
2/17/2025 Nuveen Asset Management LLC1,221,569$89.21M0.0%+2.0%0.669%
2/17/2025 OMERS ADMINISTRATION Corp20,000$1.46M0.0%-54.4%0.011%
2/17/2025 McGowan Group Asset Management Inc.192,299$14.04M1.9%-32.9%0.105%
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2/17/2025 Mubadala Investment Co PJSC33,726$2.46M0.0%N/A0.018%
2/17/2025 NDVR Inc.4,548$332K0.3%+4.9%0.002%
2/17/2025 Millennium Management LLC1,149,870$83.98M0.0%+22.2%0.630%
2/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.33,347$2.44M0.0%+1.8%0.018%
2/17/2025 MJP Associates Inc. ADV2,750$201K0.0%N/A0.002%
2/17/2025 Lazard Asset Management LLC77,629$5.67M0.0%-18.0%0.043%
2/17/2025 Leigh Baldwin & CO. LLC216,899$1.58M0.0%N/A0.119%
2/17/2025 Laird Norton Wetherby Wealth Management LLC7,320$535K0.0%-3.3%0.004%
2/17/2025 Lighthouse Investment Partners LLC150,621$11M0.4%-38.1%0.082%
2/17/2025 Interval Partners LP21,300$1.56M0.0%-66.5%0.012%
2/17/2025 Jacobs Levy Equity Management Inc.786,168$57.41M0.2%+54.2%0.431%
2/17/2025 Janus Henderson Group PLC330,081$24.12M0.0%+146.1%0.181%
2/17/2025Jefferies Financial Group Inc.57,051$4.17M0.0%N/A0.031%
2/17/2025 KKM Financial LLC3,000$219K0.1%N/A0.002%
2/17/2025 Hudson Bay Capital Management LP198,000$14.46M0.1%-1.0%0.108%
2/17/2025 Gotham Asset Management LLC21,374$1.56M0.0%+11.3%0.012%
2/17/2025 Graham Capital Management L.P.23,328$1.70M0.0%N/A0.013%
2/17/2025 Ground Swell Capital LLC3,665$268K0.4%N/A0.002%
2/17/2025 Focus Partners Wealth5,172$378K0.0%+27.6%0.003%
2/17/2025 Ensign Peak Advisors Inc75,368$5.50M0.0%+14.7%0.041%
2/17/2025 Ethic Inc.22,505$1.64M0.0%+11.4%0.012%
2/17/2025 FORA Capital LLC40,655$2.97M0.3%N/A0.022%
2/17/2025 D. E. Shaw & Co. Inc.70,739$5.17M0.0%-84.9%0.039%
2/17/2025 Deutsche Bank AG287,218$20.98M0.0%+258.5%0.157%
2/17/2025 Concentric Capital Strategies LP23,508$1.72M0.1%N/A0.013%
2/17/2025 CoreCap Advisors LLC41,709$3.05M0.1%-1.8%0.023%
2/17/2025 Cresset Asset Management LLC7,973$582K0.0%-80.7%0.004%
2/17/2025 Cetera Investment Advisers36,967$2.70M0.0%+6.0%0.020%
2/17/2025 BOKF NA40,786$2.93M0.0%-2.3%0.022%
2/17/2025 Boone Capital Management LLC803,865$58.71M19.8%-16.6%0.440%
2/17/2025 Brevan Howard Capital Management LP12,031$879K0.0%-58.8%0.007%
2/17/2025 Captrust Financial Advisors223,310$16.31M0.0%+5.5%0.122%
2/17/2025 Caxton Associates LP4,235$309K0.0%-80.9%0.002%
2/17/2025 Baird Financial Group Inc.7,169$524K0.0%+95.7%0.004%
2/17/2025 Balyasny Asset Management L.P.1,560,488$113.96M0.2%N/A0.855%
2/17/2025 Bank of America Corp DE360,634$26.34M0.0%-19.5%0.197%
2/17/2025 Benjamin Edwards Inc.8,967$655K0.0%-12.3%0.005%
2/17/2025 BNP Paribas Financial Markets207,736$15.17M0.0%+79.0%0.114%
2/17/2025 Ameriprise Financial Inc.392,088$28.62M0.0%-4.2%0.215%
2/17/2025 Algert Global LLC248,325$18.14M0.4%+5.1%0.136%
2/17/2025 Alyeska Investment Group L.P.815,568$59.56M0.2%N/A0.447%
2/17/2025 AXA S.A.296,134$21.63M0.1%+25.6%0.162%
2/17/2025 AlTi Global Inc.4,906$358K0.0%-2.8%0.003%
2/14/2025 Mercer Global Advisors Inc. ADV15,837$1.16M0.0%-11.1%0.009%
2/14/2025 Caisse DE Depot ET Placement DU Quebec349,291$25.51M0.1%+527.2%0.191%
2/14/2025 Freestone Grove Partners LP891,362$65.10M0.8%N/A0.488%
2/14/2025 Comerica Bank108,075$7.89M0.0%-10.6%0.059%
2/14/2025 Kapitalo Investimentos Ltda1,397$102K0.1%N/A0.001%
2/14/2025 Schonfeld Strategic Advisors LLC12,566$918K0.0%-85.1%0.007%
2/14/2025 AQR Capital Management LLC2,444,655$178.53M0.2%-12.6%1.339%
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2/14/2025 AdvisorShares Investments LLC6,800$497K0.1%-20.0%0.004%
2/14/2025 Northern Trust Corp1,930,349$140.97M0.0%+33.2%1.057%
2/14/2025 The Manufacturers Life Insurance Company 370,015$27.02M0.0%-0.9%0.203%
2/14/2025 Beacon Pointe Advisors LLC3,154$230K0.0%-66.6%0.002%
2/14/2025 Public Employees Retirement Association of Colorado17,588$1.28M0.0%-13.0%0.010%
2/14/2025 Quarry LP2,848$208K0.0%+206.2%0.002%
2/14/2025 Boothbay Fund Management LLC7,042$514K0.0%N/A0.004%
2/14/2025 Susquehanna Fundamental Investments LLC138,894$10.14M0.1%N/A0.076%
2/14/2025 Capital Analysts LLC1,476$108K0.0%N/A0.001%
2/14/2025 Kovitz Investment Group Partners LLC18,211$1.33M0.0%+0.8%0.010%
(Data available from 1/1/2016 forward)

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UNM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UNM shares?

During the previous two years, 668 institutional investors and hedge funds held shares of Unum Group. The most heavily invested institutionals were Vanguard Group Inc. ($1.50B), BlackRock Inc. ($1.10B), Norges Bank ($1.00B), FMR LLC ($616.86M), Charles Schwab Investment Management Inc. ($405.48M), Dimensional Fund Advisors LP ($361.81M), and State Street Corp ($354.99M).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 545 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 ($26.80M), Nordea Investment Management AB ($3.05M), Vanguard Group Inc. ($1.90M), Balyasny Asset Management L.P. ($1.56M), Zurich Insurance Group Ltd FI ($1.44M), Victory Capital Management Inc. ($1.31M), and AQR Capital Management LLC ($1.29M).

How much institutional buying is happening at Unum Group?

Institutional investors have bought a total of 68,048,553 shares in the last 24 months. This purchase volume represents approximately $3.91B in transactions.

Which Unum Group major shareholders have been selling company stock?

Of the 386 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 ($14.77M), Dimensional Fund Advisors LP ($2.41M), Acadian Asset Management LLC ($1.75M), Donald Smith & CO. Inc. ($1.33M), Arrowstreet Capital Limited Partnership ($1.29M), Assetmark Inc. ($1.23M), and Victory Capital Management Inc. ($968.26K).

How much institutional selling is happening at Unum Group?

Institutional investors have sold a total of 47,299,499 shares in the last 24 months. This volume of shares sold represents approximately $2.61B in transactions.



This page (NYSE:UNM) was last updated on 3/27/2025 by MarketBeat.com Staff
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