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Unum Group (UNM) Institutional Ownership

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$70.00 +0.27 (+0.38%)
Closing price 03:59 PM Eastern
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$69.97 -0.02 (-0.03%)
As of 04:15 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)
433
Total
Institutional Inflows
(last 12 months)
$3.14B
Number of
Institutional Sellers
(last 12 months)
321
Total
Institutional Outflows
(last 12 months)
$2.10B
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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
8/4/2025Strs Ohio44,360$3.58M0.0%+12.2%0.026%
8/4/2025Amalgamated Bank74,412$6.01M0.0%-2.5%0.044%
8/4/2025Atria Investments Inc13,419$1.08M0.0%+184.2%0.008%
8/4/2025Retirement Systems of Alabama421,062$34.01M0.1%-0.9%0.247%
8/4/2025Assetmark Inc.13,306$1.08M0.0%-3.7%0.008%
8/4/2025Hantz Financial Services Inc.575$46K0.0%+1,123.4%0.000%
8/4/2025Arkadios Wealth Advisors4,746$383K0.0%N/A0.003%
8/4/2025Waterfront Wealth Inc.29,350$2.37M0.5%+0.5%0.017%
8/1/2025 New York Life Investment Management LLC16,884$1.36M0.0%-13.3%0.010%
8/1/2025 Petra Financial Advisors Inc.9,716$785K0.5%+198.8%0.006%
8/1/2025 GWN Securities Inc.5,820$472K0.1%+96.6%0.003%
8/1/2025 Teacher Retirement System of Texas120,492$9.73M0.0%+2.6%0.069%
8/1/2025 Y Intercept Hong Kong Ltd24,729$2.00M0.0%+394.3%0.014%
8/1/2025 Convergence Investment Partners LLC14,484$1.17M0.3%-37.7%0.008%
8/1/2025 Bessemer Group Inc.15,374$1.24M0.0%+128.0%0.009%
8/1/2025 Envestnet Asset Management Inc.112,985$9.13M0.0%+138.8%0.065%
7/31/2025 Nisa Investment Advisors LLC39,279$3.17M0.0%-1.9%0.023%
7/31/2025 Wealthfront Advisers LLC81,893$6.61M0.0%-2.0%0.047%
7/31/2025 VestGen Investment Management8,446$682K0.5%N/A0.005%
7/31/2025 AlphaQuest LLC18,038$1.46M0.1%+592.4%0.010%
7/30/2025 First Citizens Bank & Trust Co.20,160$1.63M0.0%+200.2%0.012%
7/30/2025 Freedom Investment Management Inc.4,593$371K0.0%-7.5%0.003%
7/30/2025 Ethic Inc.31,565$2.54M0.0%+62.2%0.018%
7/30/2025 D.A. Davidson & CO.8,132$657K0.0%-9.7%0.005%
7/30/2025 apricus wealth LLC35,795$2.89M1.7%+1.4%0.021%
7/30/2025 Securian Asset Management Inc.12,216$987K0.0%-2.1%0.007%
7/29/2025 Stephens Inc. AR16,944$1.37M0.0%-4.0%0.010%
7/29/2025 Chicago Partners Investment Group LLC6,110$493K0.0%+5.7%0.004%
7/29/2025 Dumont & Blake Investment Advisors LLC8,505$687K0.2%-23.4%0.005%
7/29/2025 TrueMark Investments LLC62,694$5.06M1.1%N/A0.036%
7/29/2025 VIRGINIA RETIREMENT SYSTEMS ET Al341,770$27.60M0.2%N/A0.196%
7/29/2025 Mutual of America Capital Management LLC79,775$6.44M0.1%-5.7%0.046%
7/29/2025 Foster & Motley Inc.123,375$9.96M0.6%+2.9%0.071%
7/29/2025 Stratos Wealth Partners LTD.4,161$336K0.0%+9.4%0.002%
7/29/2025 Applied Finance Capital Management LLC4,428$358K0.0%-3.9%0.003%
7/29/2025 Nordea Investment Management AB1,482,096$119.24M0.1%+3.6%0.850%
7/28/2025 Allianz Asset Management GmbH1,537,189$124.14M0.1%+11.5%0.882%
7/28/2025 Patten & Patten Inc. TN13,077$1.06M0.1%-0.9%0.007%
7/28/2025 New York State Teachers Retirement System199,808$16.14M0.0%-0.8%0.115%
7/28/2025 Mutual Advisors LLC8,681$701K0.0%-5.1%0.005%
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7/28/2025 Ritholtz Wealth Management42,327$3.42M0.1%+0.4%0.024%
7/28/2025 Axxcess Wealth Management LLC3,399$274K0.0%N/A0.002%
7/28/2025 Moran Wealth Management LLC12,139$980K0.0%-15.9%0.007%
7/25/2025 NorthRock Partners LLC7,773$628K0.0%+14.2%0.004%
7/25/2025 Envestnet Portfolio Solutions Inc.20,552$1.66M0.0%+311.9%0.012%
7/25/2025 Sequoia Financial Advisors LLC3,056$247K0.0%+15.1%0.002%
7/25/2025 Vest Financial LLC619,720$50.05M0.7%-1.3%0.355%
7/25/2025 Yousif Capital Management LLC57,224$4.62M0.0%-4.6%0.033%
7/25/2025 Allspring Global Investments Holdings LLC718,190$58.94M0.1%-24.0%0.412%
7/25/2025 CWM LLC14,442$1.17M0.0%+1.6%0.008%
7/25/2025 Means Investment CO. Inc.5,719$462K0.0%+4.7%0.003%
7/25/2025 Vanguard Personalized Indexing Management LLC73,624$5.95M0.1%+18.5%0.042%
7/24/2025 Eastern Bank3,298$266K0.0%-13.3%0.002%
7/24/2025 Grace & White Inc. NY498,256$40.24M7.4%-0.2%0.286%
7/24/2025 Blue Trust Inc.3,254$263K0.0%-3.8%0.002%
7/24/2025 Robertson Stephens Wealth Management LLC2,954$239K0.0%-6.4%0.002%
7/24/2025 Wealthstar Advisors LLC7,049$569K0.2%+17.0%0.004%
7/24/2025 Total Wealth Planning & Management Inc.31,373$2.53M2.0%+7.9%0.018%
7/24/2025 Callan Family Office LLC6,752$545K0.0%+43.5%0.004%
7/24/2025 Blair William & Co. IL5,539$447K0.0%+10.6%0.003%
7/24/2025 US Bancorp DE96,007$7.75M0.0%+0.3%0.055%
7/23/2025 Triasima Portfolio Management inc.55,290$4.47M0.8%+47.5%0.032%
7/23/2025 Proffitt & Goodson Inc.1,156$93K0.0%-35.3%0.001%
7/23/2025 Louisiana State Employees Retirement System45,100$3.64M0.1%-2.0%0.026%
7/23/2025 Friedenthal Financial11,200$905K0.5%N/A0.006%
7/23/2025 DMC Group LLC9,954$804K0.6%+20.3%0.006%
7/23/2025 KLP Kapitalforvaltning AS48,900$3.95M0.0%-13.1%0.028%
7/22/2025 Belpointe Asset Management LLC8,091$653K0.0%+11.1%0.005%
7/22/2025 JSF Financial LLC13,148$1.06M0.3%N/A0.008%
7/22/2025 Brown Miller Wealth Management LLC3,399$274K0.1%N/A0.002%
7/22/2025 OLD National Bancorp IN9,435$762K0.0%-19.6%0.005%
7/22/2025 Boston Common Asset Management LLC81,459$6.58M0.2%-24.0%0.047%
7/21/2025 Quent Capital LLC5,572$450K0.0%-13.5%0.003%
7/21/2025 111 Capital6,160$497K0.1%-69.3%0.004%
7/21/2025 Hennessy Advisors Inc.106,400$8.59M0.3%N/A0.061%
7/21/2025 QRG Capital Management Inc.19,915$1.61M0.0%+4.5%0.011%
7/21/2025 Sterling Investment Counsel LLC2,734$221K0.1%-7.1%0.002%
7/21/2025 Mirae Asset Global Investments Co. Ltd.150,251$12.13M0.0%+7.0%0.086%
7/18/2025 Vicus Capital3,130$253K0.0%N/A0.002%
7/18/2025 Naples Global Advisors LLC34,759$2.81M0.2%-2.2%0.020%
7/18/2025 Consolidated Planning Corp75,090$6.06M0.8%+5.8%0.043%
7/18/2025 Robeco Institutional Asset Management B.V.329,110$26.58M0.0%-2.4%0.189%
7/18/2025 PFG Investments LLC2,824$228K0.0%-4.7%0.002%
7/18/2025 Truist Financial Corp328,722$26.55M0.0%-7.0%0.189%
7/17/2025 Trivium Point Advisory LLC10,814$873K0.1%-5.8%0.006%
7/17/2025 Paradiem LLC143,570$11.60M2.9%N/A0.082%
7/17/2025 Greenleaf Trust10,307$832K0.0%-5.3%0.006%
7/17/2025 Janney Montgomery Scott LLC58,384$4.72M0.0%-7.1%0.033%
7/17/2025 GC Wealth Management RIA LLC3,357$271K0.0%N/A0.002%
7/17/2025 V Square Quantitative Management LLC719$58K0.0%-24.9%0.000%
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7/17/2025 Klein Pavlis & Peasley Financial Inc.26,681$2.16M1.4%+42.7%0.015%
7/16/2025 Signaturefd LLC18,117$1.46M0.0%-3.7%0.010%
7/16/2025 Paragon Capital Management Ltd2,569$207K0.0%-51.0%0.001%
7/16/2025 Kendall Capital Management41,495$3.35M0.9%-0.7%0.024%
7/16/2025 State of Alaska Department of Revenue45,027$3.64M0.0%+133.9%0.026%
7/16/2025 Old Port Advisors9,000$727K0.2%-2.2%0.005%
7/16/2025 ST Germain D J Co. Inc.610$49K0.0%N/A0.000%
7/16/2025 BOS Asset Management LLC12,833$1.04M0.3%-1.5%0.007%
7/16/2025 Kingsman Wealth Management Inc.3,016$244K0.2%-57.8%0.002%
7/16/2025 Perigon Wealth Management LLC2,987$241K0.0%+7.1%0.002%
(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, 721 institutional investors and hedge funds held shares of Unum Group. The most heavily invested institutionals were Vanguard Group Inc. ($1.65B), BlackRock Inc. ($1.10B), Norges Bank ($1.00B), FMR LLC ($616.86M), Charles Schwab Investment Management Inc. ($473.81M), State Street Corp ($354.99M), and Dimensional Fund Advisors LP ($349.26M).Learn more on Unum Group's institutional investors.

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

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

Which institutional investors have been buying Unum Group's stock?

Of the 593 institutional investors that purchased Unum Group's 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 ($1.93M), Vanguard Group Inc. ($1.90M), Invesco Ltd. ($1.70M), Balyasny Asset Management L.P. ($1.56M), Zurich Insurance Group Ltd FI ($1.44M), and Adage Capital Partners GP L.L.C. ($1.43M).

How much institutional buying is happening at Unum Group?

Institutional investors have bought a total of 42,554,948 shares in the last 24 months. This purchase volume represents approximately $3.14B in transactions.

Which of Unum Group's major shareholders have been selling company stock?

Of the 321 institutional investors that sold Unum Group's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: FMR LLC ($7.82M), Donald Smith & CO. Inc. ($1.72M), Arrowstreet Capital Limited Partnership ($1.29M), Assetmark Inc. ($1.18M), AQR Capital Management LLC ($1.03M), Millennium Management LLC ($887.66K), and Assenagon Asset Management S.A. ($818.46K).

How much institutional selling is happening at Unum Group?

Institutional investors have sold a total of 29,859,072 shares in the last 24 months. This volume of shares sold represents approximately $2.10B in transactions.



This page (NYSE:UNM) was last updated on 8/4/2025 by MarketBeat.com Staff
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