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Unum Group (UNM) Institutional Ownership

Unum Group logo
$75.56 -1.79 (-2.31%)
As of 04/16/2025 03:58 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)
376
Total
Institutional Inflows
(last 12 months)
$2.60B
Number of
Institutional Sellers
(last 12 months)
280
Total
Institutional Outflows
(last 12 months)
$1.67B
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UNM Institutional Buying and Selling by Quarter

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Unum Group Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/16/2025Wealth Enhancement Advisory Services LLC39,141$3.19M0.0%-1.7%0.022%
4/15/2025 apricus wealth LLC35,300$2.88M1.7%-44.6%0.020%
4/15/2025 GPS Wealth Strategies Group LLC3,735$304K0.0%-35.8%0.002%
4/15/2025 Fifth Third Bancorp3,558$290K0.0%+4.0%0.002%
4/15/2025 Simon Quick Advisors LLC2,486$203K0.0%N/A0.001%
4/15/2025 Skyline Advisors Inc.2,500$204K0.1%N/A0.001%
4/15/2025 My Legacy Advisors LLC7,706$628K0.2%+4.1%0.004%
4/15/2025 Assenagon Asset Management S.A.1,033,700$84.21M0.1%+228.6%0.585%
4/15/2025 SG Americas Securities LLC9,928$809K0.0%+19.7%0.006%
4/15/2025 Ibex Wealth Advisors131,641$10.72M1.4%+1.0%0.074%
4/15/2025 Accurate Wealth Management LLC2,731$206K0.0%-48.3%0.002%
4/15/2025 GAMMA Investing LLC8,834$720K0.1%+11.9%0.005%
4/15/2025 Signet Financial Management LLC11,290$920K0.1%-6.3%0.006%
4/14/2025 Yousif Capital Management LLC59,965$4.89M0.1%-4.4%0.034%
4/14/2025 International Private Wealth Advisors LLC3,099$252K0.2%N/A0.002%
4/14/2025 Tounjian Advisory Partners LLC11,018$897K0.2%N/A0.006%
4/14/2025 Pallas Capital Advisors LLC5,151$420K0.0%+14.8%0.003%
4/14/2025 Farther Finance Advisors LLC3,455$283K0.0%+33.0%0.002%
4/14/2025 NewSquare Capital LLC108,015$8.55M0.7%-42.5%0.061%
4/14/2025 Toth Financial Advisory Corp2,920$238K0.0%-10.2%0.002%
4/14/2025 First Citizens Bank & Trust Co.6,716$547K0.0%+14.5%0.004%
4/14/2025 Wedge Capital Management L L P NC461,513$37.60M0.7%-22.7%0.261%
4/14/2025 Park Avenue Securities LLC12,812$1.04M0.0%+2.7%0.007%
4/14/2025 UMB Bank n.a.3,848$313K0.0%-5.8%0.002%
4/14/2025 Wedmont Private Capital12,221$920K0.0%+9.1%0.007%
4/11/2025 D. Scott Neal Inc.271,675$22.13M12.3%-3.3%0.154%
4/11/2025 Curat Global LLC2,195$179K0.2%N/A0.001%
4/11/2025 Vest Financial LLC627,582$51.12M0.8%+1,740.3%0.355%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.1,282$104K0.0%+60.3%0.001%
4/10/2025 Naples Global Advisors LLC35,527$2.89M0.3%-1.5%0.020%
4/10/2025 Lifestyle Asset Management Inc.15,578$1.27M0.7%-17.6%0.009%
4/10/2025 Hennion & Walsh Asset Management Inc.5,670$462K0.0%N/A0.003%
4/9/2025 Merit Financial Group LLC12,070$983K0.0%+168.5%0.007%
4/8/2025 Rhumbline Advisers498,795$40.63M0.0%-5.5%0.282%
4/8/2025 BTC Capital Management Inc.68,437$5.58M0.5%+20.0%0.039%
4/7/2025 GAMMA Investing LLC719,618$58.62M0.0%+9,017.2%0.407%
4/3/2025 Versant Capital Management Inc2,540$207K0.0%+231.6%0.001%
4/3/2025 First Hawaiian Bank14,055$1.15M0.1%N/A0.008%
4/3/2025 Boston Common Asset Management LLC107,155$8.73M0.3%+54.7%0.061%
3/24/2025Wellington Management Group LLP3,282$240K0.0%N/A0.002%
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3/18/2025California State Teachers Retirement System165,533$12.09M0.0%-8.5%0.094%
3/18/2025111 Capital2,996$219K0.0%N/A0.002%
3/17/2025Wealth Enhancement Advisory Services LLC39,826$2.91M0.0%+13.9%0.023%
2/28/2025Total 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%
2/26/2025Sculati Wealth Management LLC38,901$2.84M1.1%+0.5%0.021%
2/25/2025Leigh Baldwin & CO. LLC2,970$217K0.1%N/A0.002%
2/25/2025B. Riley Wealth Advisors Inc.3,135$229K0.0%-24.5%0.002%
2/24/2025Challenger Wealth Management3,528$258K0.2%N/A0.002%
2/21/2025Ascent Group LLC19,569$1.43M0.1%-3.8%0.011%
2/19/2025Auxier Asset Management57,752$4.22M0.7%-2.4%0.032%
2/19/2025Public Employees Retirement System of Ohio96,670$7.06M0.0%-14.7%0.053%
2/18/2025Vise Technologies Inc.6,630$484K0.0%N/A0.004%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC663,198$48.43M0.0%+0.2%0.363%
2/17/2025Voloridge Investment Management LLC850,616$62.12M0.2%-10.2%0.466%
2/17/2025Woodline Partners LP573,590$41.89M0.3%-21.9%0.314%
2/17/2025Zurich Insurance Group Ltd FI1,440,490$105.20M0.9%N/A0.789%
2/17/2025iSAM Funds UK Ltd3,404$249K0.2%N/A0.002%
2/17/2025Vident Advisory LLC25,907$1.89M0.0%-4.7%0.014%
2/17/2025Two Sigma Advisers LP443,700$32.40M0.1%-36.7%0.243%
2/17/2025Two Sigma Investments LP325,921$23.80M0.1%-53.3%0.178%
2/17/2025Tidal Investments LLC12,837$937K0.0%-2.9%0.007%
2/17/2025Teza Capital Management LLC26,883$1.96M0.3%N/A0.015%
2/17/2025State of Wyoming11,074$809K0.1%+61.0%0.006%
2/17/2025Strategic Global Advisors LLC32,344$2.36M0.4%+4.8%0.018%
2/17/2025Toronto Dominion Bank26,700$1.95M0.0%-9.8%0.015%
2/17/2025Royal Bank of Canada1,409,476$102.93M0.0%-0.3%0.772%
2/17/2025Redwood Investment Management LLC19,500$1.42M0.1%-31.4%0.011%
2/17/2025Point72 Asia Singapore Pte. Ltd.7,905$577K0.2%-70.6%0.004%
2/17/2025Point72 Hong Kong Ltd12,737$930K0.1%-74.8%0.007%
2/17/2025Prana Capital Management LP19,025$1.39M0.1%-90.9%0.010%
2/17/2025ProShare Advisors LLC532,714$38.90M0.1%-55.7%0.292%
2/17/2025Quantinno Capital Management LP219,377$16.02M0.2%+12.0%0.120%
2/17/2025Man Group plc186,832$13.64M0.0%-54.5%0.102%
2/17/2025Nomura Holdings Inc.52,164$3.81M0.0%N/A0.029%
2/17/2025NorthRock Partners LLC7,284$532K0.0%+38.3%0.004%
2/17/2025Nuveen Asset Management LLC1,221,569$89.21M0.0%+2.0%0.669%
2/17/2025OMERS ADMINISTRATION Corp20,000$1.46M0.0%-54.4%0.011%
2/17/2025McGowan Group Asset Management Inc.192,299$14.04M1.9%-32.9%0.105%
2/17/2025Mubadala Investment Co PJSC33,726$2.46M0.0%N/A0.018%
2/17/2025NDVR Inc.4,548$332K0.3%+4.9%0.002%
2/17/2025Millennium Management LLC1,149,870$83.98M0.0%+22.2%0.630%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.33,347$2.44M0.0%+1.8%0.018%
2/17/2025MJP Associates Inc. ADV2,750$201K0.0%N/A0.002%
2/17/2025Lazard Asset Management LLC77,629$5.67M0.0%-18.0%0.043%
2/17/2025Leigh Baldwin & CO. LLC216,899$1.58M0.0%N/A0.119%
2/17/2025Laird Norton Wetherby Wealth Management LLC7,320$535K0.0%-3.3%0.004%
2/17/2025Lighthouse Investment Partners LLC150,621$11M0.4%-38.1%0.082%
2/17/2025Interval Partners LP21,300$1.56M0.0%-66.5%0.012%
2/17/2025Jacobs Levy Equity Management Inc.786,168$57.41M0.2%+54.2%0.431%
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2/17/2025Janus 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%
2/17/2025KKM Financial LLC3,000$219K0.1%N/A0.002%
2/17/2025Hudson Bay Capital Management LP198,000$14.46M0.1%-1.0%0.108%
2/17/2025Gotham Asset Management LLC21,374$1.56M0.0%+11.3%0.012%
2/17/2025Graham Capital Management L.P.23,328$1.70M0.0%N/A0.013%
2/17/2025Ground Swell Capital LLC3,665$268K0.4%N/A0.002%
2/17/2025Focus Partners Wealth5,172$378K0.0%+27.6%0.003%
2/17/2025Ensign Peak Advisors Inc75,368$5.50M0.0%+14.7%0.041%
2/17/2025Ethic Inc.22,505$1.64M0.0%+11.4%0.012%
(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, 672 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 548 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), Assenagon Asset Management S.A. ($1.58M), Balyasny Asset Management L.P. ($1.56M), Zurich Insurance Group Ltd FI ($1.44M), and Victory Capital Management Inc. ($1.31M).

How much institutional buying is happening at Unum Group?

Institutional investors have bought a total of 69,611,625 shares in the last 24 months. This purchase volume represents approximately $4.06B 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 47,496,158 shares in the last 24 months. This volume of shares sold represents approximately $2.63B in transactions.


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This page (NYSE:UNM) was last updated on 4/17/2025 by MarketBeat.com Staff
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