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Unum Group (UNM) Institutional Ownership

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$81.99 -0.17 (-0.21%)
As of 03:59 PM Eastern

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

Current
Institutional Ownership
Percentage
86.57%
Number of
Institutional Buyers
(last 12 months)
422
Total
Institutional Inflows
(last 12 months)
$3.07B
Number of
Institutional Sellers
(last 12 months)
315
Total
Institutional Outflows
(last 12 months)
$2.02B
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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
5/20/2025Belpointe Asset Management LLC7,281$593K0.0%-20.4%0.004%
5/20/2025Intech Investment Management LLC103,467$8.43M0.1%+2.7%0.059%
5/19/2025 SageView Advisory Group LLC4,777$389K0.0%+7.6%0.003%
5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC746,267$60.79M0.0%+12.5%0.428%
5/16/2025 Woodline Partners LP739,877$60.27M0.4%+29.0%0.424%
5/16/2025 Zurich Insurance Group Ltd FI958,175$78.05M0.6%-33.5%0.550%
5/16/2025 Empowered Funds LLC83,856$6.83M0.1%N/A0.048%
5/16/2025 Ascent Group LLC20,955$1.71M0.1%+7.1%0.012%
5/16/2025 Meiji Yasuda Asset Management Co Ltd.3,937$321K0.0%-4.0%0.002%
5/16/2025 Great Lakes Advisors LLC6,331$516K0.0%+22.9%0.004%
5/16/2025 Caxton Associates LLP12,074$984K0.0%N/A0.007%
5/16/2025 Ashton Thomas Private Wealth LLC7,832$638K0.0%-17.5%0.004%
5/16/2025 Goldman Sachs Group Inc.1,583,377$128.98M0.0%-16.7%0.908%
5/16/2025 Dynamic Technology Lab Private Ltd19,438$1.58M0.2%+70.5%0.011%
5/16/2025 Teewinot Capital Advisers L.L.C.722,815$58.88M6.0%N/A0.415%
5/16/2025 Scientech Research LLC9,801$798K0.2%+53.4%0.006%
5/16/2025 Plancorp LLC5,910$481K0.0%N/A0.003%
5/16/2025 NewEdge Advisors LLC5,316$433K0.0%-11.6%0.003%
5/16/2025 Millennium Management LLC640,073$52.14M0.0%-44.3%0.367%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.37,580$3.06M0.0%+12.7%0.022%
5/16/2025 Integrated Wealth Concepts LLC11,334$923K0.0%-10.3%0.007%
5/16/2025 Interval Partners LP57,976$4.72M0.1%+172.2%0.033%
5/16/2025 Jacobs Levy Equity Management Inc.617,292$50.29M0.2%-21.5%0.354%
5/16/2025 Hancock Whitney Corp40,763$3.32M0.1%+26.6%0.023%
5/16/2025 Cinctive Capital Management LP41,098$3.35M0.3%N/A0.024%
5/16/2025 Alliancebernstein L.P.258,558$21.06M0.0%-9.1%0.148%
5/16/2025 AQR Capital Management LLC2,151,658$172.18M0.2%-12.0%1.234%
5/16/2025 Advisors Asset Management Inc.5,729$467K0.0%+18.2%0.003%
5/16/2025 Alyeska Investment Group L.P.670,366$54.61M0.2%-17.8%0.384%
5/16/2025 Amundi695,841$55.14M0.0%+92.9%0.399%
5/16/2025 Adage Capital Partners GP L.L.C.950,000$77.39M0.1%+65.2%0.545%
5/15/2025 EP Wealth Advisors LLC3,500$285K0.0%-12.1%0.002%
5/15/2025 Focus Partners Advisor Solutions LLC4,373$356K0.0%N/A0.003%
5/15/2025 Point72 Europe London LLP49,400$4.02M0.3%N/A0.028%
5/15/2025 Royal Bank of Canada1,416,124$115.36M0.0%+0.5%0.812%
5/15/2025 Graham Capital Management L.P.40,697$3.32M0.1%+74.5%0.023%
5/15/2025 Quarry LP1,894$154K0.0%-33.5%0.001%
5/15/2025 Nomura Holdings Inc.10,235$834K0.0%-80.4%0.006%
5/15/2025 Mubadala Investment Co PJSC32,101$2.62M0.0%-4.8%0.018%
5/15/2025 Junto Capital Management LP319,245$26.01M0.5%N/A0.183%
Trump’s Exec Order #14154 could be a “Millionaire-Maker” (Ad)

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5/15/2025 Baird Financial Group Inc.6,273$511K0.0%-12.5%0.004%
5/15/2025 Panagora Asset Management Inc.135,987$11.08M0.1%-1.5%0.078%
5/15/2025 Vident Advisory LLC29,611$2.41M0.0%+14.3%0.017%
5/15/2025 Evergreen Capital Management LLC12,833$1.05M0.0%+2.3%0.007%
5/15/2025 The Manufacturers Life Insurance Company 298,850$24.34M0.0%-19.2%0.171%
5/15/2025 Magnetar Financial LLC6,738$549K0.0%N/A0.004%
5/15/2025 Vermillion & White Wealth Management Group LLC373$30K0.0%N/A0.000%
5/15/2025 WPG Advisers LLC963$78K0.1%N/A0.001%
5/15/2025 State of Wyoming7,353$599K0.1%-33.6%0.004%
5/15/2025 TD Capital Management LLC5,657$461K0.0%N/A0.003%
5/15/2025 Trexquant Investment LP127,573$10.39M0.1%-20.2%0.073%
5/15/2025 Landscape Capital Management L.L.C.14,428$1.18M0.1%-15.6%0.008%
5/15/2025 Brant Point Investment Management LLC108,651$8.85M1.1%+95.8%0.062%
5/14/2025 Wealth Preservation Advisors LLC644$52K0.0%N/A0.000%
5/14/2025 CreativeOne Wealth LLC2,539$207K0.0%N/A0.001%
5/14/2025 Ieq Capital LLC15,764$1.28M0.0%-21.2%0.009%
5/14/2025 Redwood Investment Management LLC16,060$1.31M0.1%-17.6%0.009%
5/14/2025 Rafferty Asset Management LLC2,817$229K0.0%-26.6%0.002%
5/14/2025 FORA Capital LLC12,817$1.04M0.1%-68.5%0.007%
5/14/2025 Caisse DE Depot ET Placement DU Quebec651,878$53.10M0.1%+86.6%0.374%
5/14/2025 Corebridge Financial Inc.181,605$14.79M0.1%-4.5%0.104%
5/14/2025 Virtus Advisers LLC6,354$518K0.7%N/A0.004%
5/14/2025 Comerica Bank96,374$7.85M0.0%-10.8%0.055%
5/14/2025 MetLife Investment Management LLC91,552$7.46M0.0%-3.6%0.053%
5/14/2025 Jump Financial LLC3,500$285K0.0%-84.1%0.002%
5/14/2025 Cadence Bank7,865$641K0.0%-2.0%0.005%
5/14/2025 Smartleaf Asset Management LLC4,248$340K0.0%+67.2%0.002%
5/14/2025 Caitlin John LLC5,640$459K0.5%-18.1%0.003%
5/14/2025 AlphaQuest LLC2,605$212K0.0%-60.1%0.001%
5/14/2025 Compound Planning Inc.5,749$468K0.0%+27.0%0.003%
5/14/2025 Capital Fund Management S.A.49,760$4.05M0.0%+215.2%0.029%
5/14/2025 BI Asset Management Fondsmaeglerselskab A S111,451$9.08M0.1%+43.5%0.064%
5/14/2025 Hsbc Holdings PLC76,669$6.21M0.0%-31.1%0.044%
5/13/2025 Northern Trust Corp1,882,465$153.35M0.0%-2.5%1.080%
5/13/2025 Brooklyn Investment Group5,892$480K0.1%-2.8%0.003%
5/13/2025 Versor Investments LP10,386$846K0.1%N/A0.006%
5/13/2025 Affinity Investment Advisors LLC12,098$986K0.8%-6.7%0.007%
5/13/2025 Algert Global LLC69,531$5.66M0.1%-72.0%0.040%
5/13/2025 Northwest & Ethical Investments L.P.18,734$1.52M0.0%+546.0%0.011%
5/13/2025 Raymond James Financial Inc.290,382$23.65M0.0%+8.1%0.167%
5/13/2025 Cresset Asset Management LLC6,329$516K0.0%-20.6%0.004%
5/13/2025 Forvis Mazars Wealth Advisors LLC30,622$2.49M0.1%+1.6%0.018%
5/13/2025 State of New Jersey Common Pension Fund D49,083$4.00M0.0%-9.8%0.028%
5/13/2025 American Century Companies Inc.389,554$31.73M0.0%+29.5%0.223%
5/13/2025 Ethic Inc.19,455$1.60M0.0%-13.6%0.011%
5/13/2025 Brandywine Global Investment Management LLC98,872$8.05M0.1%-4.4%0.057%
5/13/2025 Leigh Baldwin & CO. LLC2,795$228K0.2%-5.9%0.002%
5/13/2025 Dimensional Fund Advisors LP4,287,873$349.26M0.1%-13.5%2.459%
5/13/2025 Fox Run Management L.L.C.4,359$355K0.1%N/A0.002%
5/13/2025 Trivium Point Advisory LLC11,482$935K0.1%-3.9%0.007%
Trump’s treachery (Ad)

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5/13/2025 Kovitz Investment Group Partners LLC17,154$1.40M0.0%-5.8%0.010%
5/13/2025 Neuberger Berman Group LLC457,265$37.25M0.0%+8.1%0.262%
5/13/2025 Boston Partners82,634$6.73M0.0%N/A0.047%
5/13/2025 Russell Investments Group Ltd.137,822$11.23M0.0%-41.3%0.079%
5/13/2025 Callan Family Office LLC4,704$383K0.0%+14.4%0.003%
5/13/2025 HighTower Advisors LLC60,370$4.92M0.0%+0.3%0.035%
5/12/2025 AIA Group Ltd9,518$775K0.0%-5.2%0.005%
5/12/2025 Longfellow Investment Management Co. LLC5,576$454K0.1%N/A0.003%
5/12/2025 Barnett & Company Inc.129,067$10.51M8.8%-11.7%0.074%
5/12/2025 Donald Smith & CO. Inc.1,938,298$157.89M3.9%-21.6%1.112%
(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, 709 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 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 587 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 ($2.52M), 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 71,901,243 shares in the last 24 months. This purchase volume represents approximately $4.49B in transactions.

Which Unum Group major shareholders have been selling company stock?

Of the 406 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 ($7.82M), Dimensional Fund Advisors LP ($2.14M), Donald Smith & CO. Inc. ($1.85M), Acadian Asset Management LLC ($1.75M), Arrowstreet Capital Limited Partnership ($1.29M), Assetmark Inc. ($1.23M), and AQR Capital Management LLC ($1.03M).

How much institutional selling is happening at Unum Group?

Institutional investors have sold a total of 42,573,337 shares in the last 24 months. This volume of shares sold represents approximately $2.67B in transactions.



This page (NYSE:UNM) was last updated on 5/20/2025 by MarketBeat.com Staff
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