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Unum Group (UNM) Institutional Ownership

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$73.67 -2.26 (-2.98%)
Closing price 10/16/2025 03:59 PM Eastern
Extended Trading
$73.69 +0.02 (+0.03%)
As of 10/16/2025 07:33 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)
466
Total
Institutional Inflows
(last 12 months)
$4.48B
Number of
Institutional Sellers
(last 12 months)
360
Total
Institutional Outflows
(last 12 months)
$2.42B
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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
10/16/2025Burney Co.74,545$5.80M0.2%-9.7%0.044%
10/16/2025 HBK Sorce Advisory LLC3,787$298K0.0%N/A0.002%
10/16/2025Polianta Ltd19,900$1.55M0.6%N/A0.012%
10/15/2025 CWM LLC42,878$3.34M0.0%+196.9%0.025%
10/15/2025 Pacer Advisors Inc.29,933$2.33M0.0%+216.6%0.018%
10/15/2025 Norden Group LLC2,588$201K0.0%-35.4%0.002%
10/15/2025 Swedbank AB188,272$14.64M0.0%N/A0.111%
10/15/2025 Net Worth Advisory Group4,317$336K0.1%-25.4%0.003%
10/15/2025 Silver Lake Advisory LLC73,533$5.72M2.3%+0.8%0.043%
10/14/2025 Yousif Capital Management LLC51,952$4.04M0.0%-9.2%0.031%
10/14/2025 Farther Finance Advisors LLC3,402$265K0.0%+9.6%0.002%
10/14/2025 HBK Sorce Advisory LLC3,787$298K0.0%N/A0.002%
10/14/2025 Brighton Jones LLC5,314$413K0.0%+57.7%0.003%
10/14/2025 Goelzer Investment Management Inc.28,484$2.22M0.1%-2.7%0.017%
10/14/2025 Clarius Group LLC3,176$247K0.0%-21.4%0.002%
10/10/2025 Wedge Capital Management L L P NC502,222$39.06M0.7%+20.4%0.295%
10/10/2025 Flputnam Investment Management Co.44,250$3.44M0.1%-29.5%0.026%
10/9/2025 Lifestyle Asset Management Inc.19,740$1.54M0.5%+25.1%0.012%
10/9/2025 Centurion Wealth Management LLC3,750$292K0.1%N/A0.002%
10/9/2025 Toth Financial Advisory Corp2,559$199K0.0%-9.9%0.002%
10/9/2025 U.S. Capital Wealth Advisors LLC24,664$1.92M0.1%-1.2%0.014%
10/9/2025 Voya Investment Management LLC230,931$17.96M0.0%-18.3%0.136%
10/8/2025 Wedmont Private Capital11,236$879K0.0%-8.6%0.007%
10/8/2025 Beacon Financial Group3,250$253K0.0%-22.9%0.002%
10/7/2025 Oak Thistle LLC16,552$1.29M0.2%-31.4%0.010%
10/6/2025 Nilsine Partners LLC17,932$1.40M0.1%+5.5%0.011%
10/3/2025 Aaron Wealth Advisors LLC8,900$692K0.0%+207.2%0.005%
10/2/2025 GAMMA Investing LLC8,232$640K0.0%-9.1%0.005%
9/26/2025Corient Private Wealth LLC132,464$10.70M0.0%-0.8%0.078%
9/24/2025Texas Permanent School Fund Corp221,091$17.86M0.2%+18.1%0.130%
9/4/2025Osaic Holdings Inc.82,110$6.65M0.0%+48.4%0.048%
8/27/2025Orion Porfolio Solutions LLC10,512$849K0.0%-15.7%0.006%
8/26/2025Thrivent Financial for Lutherans56,162$4.54M0.0%+6.4%0.033%
8/25/2025Neuberger Berman Group LLC760,765$61.44M0.0%+66.4%0.447%
8/19/2025Advisory Services Network LLC48,859$3.95M0.1%+27.0%0.029%
8/19/2025Anchor Investment Management LLC39,533$3.19M0.3%-20.0%0.023%
8/19/2025State of Wyoming11,583$935K0.1%+57.5%0.007%
8/19/2025Pitcairn Co.8,025$648K0.0%-10.7%0.005%
8/18/2025Hudson Bay Capital Management LP101,596$8.21M0.0%-49.0%0.060%
8/18/2025Geneos Wealth Management Inc.3,352$271K0.0%-4.2%0.002%
8/15/2025CANADA LIFE ASSURANCE Co127,913$10.34M0.0%-4.9%0.075%
8/15/2025Tower Research Capital LLC TRC 5,434$439K0.0%-39.3%0.003%
8/15/2025Corient Private Wealth LLC254,780$20.58M0.0%+90.8%0.150%
8/15/2025Auxier Asset Management57,564$4.65M0.7%-0.3%0.034%
8/15/2025State of Tennessee Department of Treasury66,208$5.35M0.0%-9.6%0.039%
8/15/2025Captrust Financial Advisors244,675$19.76M0.0%+4.5%0.144%
8/15/2025Keel Point LLC13,417$1.08M0.1%N/A0.008%
8/15/2025Vident Advisory LLC24,797$2.00M0.0%-16.3%0.015%
8/15/2025Two Sigma Securities LLC3,331$269K0.0%N/A0.002%
8/15/2025Tidal Investments LLC14,020$1.13M0.0%-5.1%0.008%
8/15/2025Smartleaf Asset Management LLC3,612$291K0.0%-15.0%0.002%
8/15/2025Redwood Investment Management LLC16,893$1.36M0.1%+5.2%0.010%
8/15/2025Orion Porfolio Solutions LLC10,512$849K0.0%-15.7%0.006%
8/15/2025Moore Capital Management LP223,360$18.04M0.2%+18.3%0.131%
8/15/2025Man Group plc135,316$10.93M0.0%-25.3%0.079%
8/15/2025Lazard Asset Management LLC66,352$5.36M0.0%-46.4%0.039%
8/15/2025HRT Financial LP155,293$12.54M0.1%N/A0.091%
8/15/2025Hudson Bay Capital Management LP101,596$8.21M0.0%-49.0%0.060%
8/15/2025IHT Wealth Management LLC5,831$471K0.0%-2.7%0.003%
8/15/2025EP Wealth Advisors LLC3,865$312K0.0%+10.4%0.002%
8/15/2025Engineers Gate Manager LP35,994$2.91M0.0%+10.5%0.021%
8/15/2025Benjamin Edwards Inc.9,843$795K0.0%+3.9%0.006%
8/15/2025BI Asset Management Fondsmaeglerselskab A S22,385$1.81M0.0%-79.9%0.013%
8/15/2025BNP Paribas Financial Markets133,076$10.75M0.0%-6.3%0.078%
8/15/2025Boone Capital Management LLC281,790$22.76M9.8%-59.8%0.165%
8/15/2025Boothbay Fund Management LLC5,400$436K0.0%+27.1%0.003%
8/15/2025Brevan Howard Capital Management LP55,213$4.46M0.0%+286.1%0.032%
8/15/2025Balyasny Asset Management L.P.1,015,921$82.05M0.1%-32.0%0.597%
8/15/2025Bank of America Corp DE525,223$42.42M0.0%+1.1%0.308%
8/15/2025Adage Capital Partners GP L.L.C.1,125,000$90.86M0.2%+18.4%0.661%
8/15/2025Ameriprise Financial Inc.417,584$33.68M0.0%+10.3%0.245%
8/15/2025AQR Capital Management LLC1,731,605$139.84M0.1%-19.5%1.017%
8/14/2025Lighthouse Investment Partners LLC294,088$23.75M0.9%+508.0%0.173%
8/14/2025California State Teachers Retirement System163,047$13.17M0.0%-0.3%0.096%
8/14/2025Raymond James Financial Inc.372,024$30.05M0.0%+28.1%0.218%
8/14/2025FJ Capital Management LLC4,799$388K0.0%N/A0.003%
8/14/2025Quantinno Capital Management LP325,902$26.32M0.1%+10.0%0.191%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.35,086$2.83M0.0%-6.6%0.021%
8/14/2025DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main705$57K0.0%-91.8%0.000%
8/14/2025Alliancebernstein L.P.238,332$19.25M0.0%-7.8%0.140%
8/14/2025Treasurer of the State of North Carolina80,842$6.53M0.0%-2.7%0.047%
8/14/2025The Manufacturers Life Insurance Company 261,094$21.09M0.0%-12.6%0.153%
8/14/2025Sei Investments Co.430,802$34.79M0.0%+5.7%0.253%
8/14/2025Nebula Research & Development LLC4,437$358K0.0%N/A0.003%
8/14/2025Qube Research & Technologies Ltd471,589$38.09M0.0%+33.9%0.277%
8/14/2025Tripletail Wealth Management LLC5,302$428K0.6%N/A0.003%
8/14/2025iSAM Funds UK Ltd35,330$2.85M0.6%N/A0.021%
8/14/2025AXA S.A.201,228$16.25M0.0%-34.9%0.118%
8/14/2025State Street Corp5,688,208$459.38M0.0%-3.6%3.340%
8/14/2025L2 Asset Management LLC10,181$822K0.1%+9.0%0.006%
8/14/2025Ossiam1,869$151K0.0%-23.4%0.001%
8/14/2025Brant Point Investment Management LLC89,453$7.22M0.8%-17.7%0.053%
8/14/2025California Public Employees Retirement System728,023$58.80M0.0%-13.1%0.427%
8/14/2025Cerity Partners LLC79,572$6.43M0.0%-7.8%0.047%
8/14/2025Federated Hermes Inc.19,814$1.60M0.0%+3.9%0.012%
8/13/2025Jump Financial LLC14,356$1.16M0.0%+310.2%0.008%
8/13/2025Donald Smith & CO. Inc.1,805,966$145.85M3.4%-6.8%1.060%
8/13/2025StoneX Group Inc.3,305$267K0.0%-32.1%0.002%
8/13/2025SageView Advisory Group LLC4,949$396K0.0%+3.6%0.003%
8/13/2025Cresset Asset Management LLC6,715$542K0.0%+6.1%0.004%
(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, 741 institutional investors and hedge funds held shares of Unum Group. The most heavily invested institutionals were Vanguard Group Inc. ($1.55B), Norges Bank ($1.11B), FMR LLC ($616.86M), Charles Schwab Investment Management Inc. ($459.81M), State Street Corp ($459.38M), First Trust Advisors LP ($445.14M), 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 616 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 ($40.59M), Nordea Investment Management AB ($1.93M), Vanguard Group Inc. ($1.90M), Invesco Ltd. ($1.70M), Adage Capital Partners GP L.L.C. ($1.60M), Balyasny Asset Management L.P. ($1.56M), and Zurich Insurance Group Ltd FI ($1.44M).

How much institutional buying is happening at Unum Group?

Institutional investors have bought a total of 58,491,482 shares in the last 24 months. This purchase volume represents approximately $4.48B in transactions.

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

Of the 360 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), Arrowstreet Capital Limited Partnership ($1.84M), Vanguard Group Inc. ($1.36M), Donald Smith & CO. Inc. ($1.30M), Assetmark Inc. ($1.18M), Amundi ($1.17M), and AQR Capital Management LLC ($1.06M).

How much institutional selling is happening at Unum Group?

Institutional investors have sold a total of 32,725,311 shares in the last 24 months. This volume of shares sold represents approximately $2.42B in transactions.



This page (NYSE:UNM) was last updated on 10/17/2025 by MarketBeat.com Staff
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