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Unum Group (UNM) Institutional Ownership

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$75.02 +0.72 (+0.97%)
As of 01/17/2025 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

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

Current
Institutional Ownership
Percentage
86.57%
Number of
Institutional Buyers
(last 12 months)
289
Total
Institutional Inflows
(last 12 months)
$1.19B
Number of
Institutional Sellers
(last 12 months)
225
Total
Institutional Outflows
(last 12 months)
$808.77M
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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
1/17/2025 Lifestyle Asset Management Inc.18,899$1.38M0.8%-3.1%0.010%
1/17/2025 Janney Montgomery Scott LLC57,373$4.19M0.0%-2.5%0.031%
1/17/2025 SG Americas Securities LLC8,297$606K0.0%-3.9%0.005%
1/17/2025 Viking Fund Management LLC70,000$5.11M0.8%N/A0.038%
1/17/2025 MBM Wealth Consultants LLC5,594$408K0.1%+3.9%0.003%
1/17/2025 XML Financial LLC14,915$1.09M0.1%-22.8%0.008%
1/17/2025 Atomi Financial Group Inc.4,525$330K0.0%+20.5%0.002%
1/16/2025 Crossmark Global Holdings Inc.31,015$2.27M0.0%-2.2%0.017%
1/16/2025 UMB Bank n.a.4,084$298K0.0%+8.5%0.002%
1/16/2025 Polianta Ltd17,000$1.24M0.6%N/A0.009%
1/16/2025 Artemis Investment Management LLP225,448$16.46M0.2%-3.1%0.123%
1/15/2025 HB Wealth Management LLC5,928$433K0.0%+56.7%0.003%
1/15/2025 Trust Co. of Vermont571$42K0.0%-21.9%0.000%
1/15/2025 Brooklyn Investment Group6,059$442K0.1%-8.1%0.003%
1/15/2025 Merit Financial Group LLC4,496$328K0.0%N/A0.002%
1/15/2025 Wedge Capital Management L L P NC597,138$43.61M0.8%-19.1%0.327%
1/15/2025 Boston Common Asset Management LLC69,278$5.06M0.1%+19.6%0.038%
1/15/2025 Ritholtz Wealth Management34,177$2.50M0.1%+1.9%0.019%
1/15/2025 Gateway Investment Advisers LLC224,140$16.37M0.2%-10.3%0.123%
1/14/2025 D. Scott Neal Inc.280,877$20.51M11.3%-3.3%0.154%
1/14/2025 Burney Co.105,685$7.72M0.3%-12.2%0.058%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.800$58K0.0%+28.8%0.000%
1/14/2025 Assenagon Asset Management S.A.314,548$22.97M0.0%-3.5%0.172%
1/14/2025 Oak Thistle LLC19,461$1.42M0.4%+362.9%0.011%
1/14/2025 Accurate Wealth Management LLC5,284$379K0.1%-6.2%0.003%
1/13/2025 Signet Financial Management LLC12,053$880K0.1%-4.5%0.007%
1/13/2025 Friedenthal Financial10,906$796K0.5%N/A0.006%
1/13/2025 Wedmont Private Capital11,199$804K0.0%+5.0%0.006%
1/13/2025 Fragasso Financial Advisors Inc2,921$213K0.0%N/A0.002%
1/13/2025 Brookstone Capital Management3,432$251K0.0%N/A0.002%
1/10/2025 Wealth Enhancement Advisory Services LLC35,169$2.57M0.0%+0.6%0.019%
1/7/2025 Diversified Trust Co19,254$1.41M0.0%+442.5%0.011%
1/6/2025 CWA Asset Management Group LLC55,220$4.03M0.2%+135.6%0.030%
1/6/2025 Nordea Investment Management AB1,483,980$108.60M0.1%-34.5%0.813%
1/3/2025 Everence Capital Management Inc.4,670$341K0.0%N/A0.003%
1/3/2025 GAMMA Investing LLC7,893$576K0.0%+9.4%0.004%
1/3/2025 Versant Capital Management Inc766$56K0.0%+26.4%0.000%
12/26/2024JPMorgan Chase & Co.623,724$37.07M0.0%-4.4%0.342%
12/19/2024Principal Financial Group Inc.397,292$23.62M0.0%-33.2%0.218%
12/13/2024B. Riley Wealth Advisors Inc.4,154$247K0.0%-5.4%0.002%
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12/10/2024DGS Capital Management LLC36,962$2.20M0.6%+4.6%0.020%
12/6/2024Retirement Systems of Alabama481,316$28.61M0.1%-6.0%0.264%
11/27/2024Franklin Resources Inc.469,342$29.55M0.0%+50.0%0.257%
11/25/2024Tidal Investments LLC13,221$786K0.0%-15.0%0.007%
11/25/2024Wilmington Savings Fund Society FSB980$58K0.0%N/A0.001%
11/25/2024Sanctuary Advisors LLC22,012$1.31M0.0%-2.1%0.012%
11/22/2024Sculati Wealth Management LLC35,600$2.12M0.9%-6.1%0.019%
11/18/2024Teachers Retirement System of The State of Kentucky59,350$3.53M0.0%-2.6%0.033%
11/18/2024Toronto Dominion Bank29,600$1.76M0.0%-11.9%0.016%
11/18/2024Coldstream Capital Management Inc.12,778$775K0.0%+10.6%0.007%
11/16/2024Geode Capital Management LLC3,026,745$179.96M0.0%-2.3%1.657%
11/15/2024Vestcor Inc88,728$5.27M0.2%+156.2%0.049%
11/15/2024M&T Bank Corp13,366$794K0.0%-2.0%0.007%
11/15/2024Public Employees Retirement System of Ohio113,309$6.74M0.0%-5.7%0.062%
11/15/2024Y Intercept Hong Kong Ltd18,935$1.13M0.1%+35.2%0.010%
11/15/2024MML Investors Services LLC17,288$1.03M0.0%+5.2%0.009%
11/15/2024Orion Portfolio Solutions LLC9,109$541K0.0%+94.5%0.005%
11/15/2024National Bank of Canada FI133,928$7.96M0.0%+14.2%0.073%
11/15/2024EP Wealth Advisors LLC3,984$237K0.0%N/A0.002%
11/15/2024United Services Automobile Association11,170$664K0.0%-21.7%0.006%
11/15/2024Kovitz Investment Group Partners LLC18,064$1.07M0.0%N/A0.010%
11/15/2024Weiss Asset Management LP17,676$1.05M0.0%N/A0.010%
11/15/2024Two Sigma Advisers LP701,400$41.69M0.1%-32.9%0.384%
11/15/2024State Street Corp5,972,177$354.99M0.0%-1.9%3.270%
11/15/2024Stifel Financial Corp223,463$13.28M0.0%+9.0%0.122%
11/15/2024SageView Advisory Group LLC4,768$283K0.0%-6.1%0.003%
11/15/2024Quadrature Capital Ltd18,497$1.10M0.0%+107.4%0.010%
11/15/2024Quantinno Capital Management LP195,916$11.65M0.2%+11.9%0.107%
11/15/2024Quarry LP930$55K0.0%+4,794.7%0.001%
11/15/2024Redwood Investment Management LLC28,415$1.67M0.1%+4.1%0.016%
11/15/2024Petrus Trust Company LTA15,697$933K0.1%+28.8%0.009%
11/15/2024Point72 DIFC Ltd32,741$1.95M0.1%N/A0.018%
11/15/2024Prana Capital Management LP208,066$12.37M0.6%-36.9%0.114%
11/15/2024IHT Wealth Management LLC5,906$351K0.0%+4.8%0.003%
11/15/2024Integrated Wealth Concepts LLC13,466$800K0.0%-7.1%0.007%
11/15/2024Jacobs Levy Equity Management Inc.509,702$30.30M0.1%+151.7%0.279%
11/15/2024Janus Henderson Group PLC134,134$7.97M0.0%+9.2%0.073%
11/15/2024HighTower Advisors LLC80,891$4.81M0.0%+3.9%0.044%
11/15/2024Centiva Capital LP8,290$493K0.0%+79.5%0.005%
11/15/2024Ascent Group LLC20,350$1.21M0.1%-8.0%0.011%
11/15/2024Benjamin Edwards Inc.10,228$608K0.0%N/A0.006%
11/15/2024Point72 Asia Singapore Pte. Ltd.26,886$1.60M0.3%+116.8%0.015%
11/15/2024Point72 Hong Kong Ltd50,460$3.00M0.2%+1,248.8%0.028%
11/15/2024Erste Asset Management GmbH8,800$516K0.0%N/A0.005%
11/14/2024Caisse DE Depot ET Placement DU Quebec55,692$3.31M0.0%N/A0.030%
11/14/2024Captrust Financial Advisors211,660$12.58M0.0%+2.1%0.116%
11/14/2024Capstone Investment Advisors LLC5,823$346K0.0%-37.4%0.003%
11/14/2024Rockefeller Capital Management L.P.16,364$971K0.0%-4.0%0.009%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC661,999$39.35M0.0%-2.5%0.363%
11/14/2024Zurcher Kantonalbank Zurich Cantonalbank41,713$2.48M0.0%-0.8%0.023%
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11/14/2024MetLife Investment Management LLC88,577$5.27M0.0%-5.7%0.049%
11/14/2024Healthcare of Ontario Pension Plan Trust Fund65,200$3.88M0.0%-61.7%0.036%
11/13/2024Glenmede Trust Co. NA172,918$10.28M0.0%-35.3%0.095%
11/13/2024Bridgewater Associates LP226,149$13.44M0.1%+32.0%0.124%
11/13/2024Freedom Investment Management Inc.5,481$326K0.0%-10.6%0.003%
11/13/2024Townsquare Capital LLC12,136$721K0.0%+12.5%0.007%
11/13/2024BNP Paribas Financial Markets116,033$6.90M0.0%+75.6%0.064%
11/13/2024Principal Street Partners LLC107,534$6.36M1.0%-22.7%0.059%
11/13/2024 Brooklyn Investment Group6,592$392K0.1%+3.1%0.004%
11/13/2024D.A. Davidson & CO.20,926$1.24M0.0%+95.7%0.011%
(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, 586 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 478 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 44,421,497 shares in the last 24 months. This purchase volume represents approximately $2.07B in transactions.

Which Unum Group major shareholders have been selling company stock?

Of the 342 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), Victory Capital Management Inc. ($968.60K), Nordea Investment Management AB ($869.13K), and Assenagon Asset Management S.A. ($832.99K).

How much institutional selling is happening at Unum Group?

Institutional investors have sold a total of 37,275,723 shares in the last 24 months. This volume of shares sold represents approximately $1.79B in transactions.



This page (NYSE:UNM) was last updated on 1/21/2025 by MarketBeat.com Staff
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