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Unum Group (UNM) Institutional Ownership

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$79.38 -0.04 (-0.05%)
As of 11:39 AM 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)
462
Total
Institutional Inflows
(last 12 months)
$4.45B
Number of
Institutional Sellers
(last 12 months)
354
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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/6/2025Nilsine 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%
8/13/2025Brown Advisory Inc.6,445$520K0.0%+13.2%0.004%
8/13/2025Amundi83,275$6.77M0.0%-88.0%0.049%
8/13/2025Marshall Wace LLP260,623$21.05M0.0%+60.4%0.153%
8/13/2025Great Diamond Partners LLC35,677$2.88M0.6%+1.1%0.021%
8/13/2025Baird Financial Group Inc.7,939$641K0.0%+26.6%0.005%
8/13/2025First Trust Advisors LP5,511,842$445.14M0.4%-5.3%3.236%
8/13/2025EverSource Wealth Advisors LLC1,851$149K0.0%+157.4%0.001%
8/13/2025Invesco Ltd.2,168,331$175.11M0.0%-4.8%1.273%
8/13/2025Beacon Pointe Advisors LLC2,819$228K0.0%-6.3%0.002%
8/13/2025Blueshift Asset Management LLC2,706$219K0.1%N/A0.002%
8/13/2025Arrowstreet Capital Limited Partnership325,183$26.26M0.0%-62.8%0.191%
8/13/2025M&T Bank Corp10,828$874K0.0%-7.6%0.006%
8/13/2025Edgestream Partners L.P.37,967$3.07M0.1%+8.6%0.022%
8/13/2025Shelton Capital Management5,828$471K0.0%-3.4%0.003%
8/13/2025Panagora Asset Management Inc.135,531$10.95M0.0%-0.3%0.080%
8/13/2025New York State Common Retirement Fund103,333$8.35M0.0%-2.8%0.061%
8/13/2025Williamson Legacy Group LLC11,527$931K0.8%N/A0.007%
8/13/2025Schroder Investment Management Group205,889$16.63M0.0%-18.7%0.121%
8/13/2025Skandinaviska Enskilda Banken AB publ 24,271$1.96M0.0%+7.1%0.014%
8/13/2025Neuberger Berman Group LLC760,765$61.44M0.0%+66.4%0.447%
8/13/2025F m Investments LLC4,044$327K0.0%N/A0.002%
8/13/2025Norges Bank13,785,948$1.11B0.1%N/A8.094%
8/13/2025Measured Wealth Private Client Group LLC12,033$972K0.3%+24.5%0.007%
8/13/2025Hsbc Holdings PLC81,594$6.59M0.0%+6.4%0.048%
8/13/2025Northwestern Mutual Wealth Management Co.2,557$206K0.0%+23.9%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, 739 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 614 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 58,188,260 shares in the last 24 months. This purchase volume represents approximately $4.45B in transactions.

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

Of the 354 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 32,784,579 shares in the last 24 months. This volume of shares sold represents approximately $2.42B in transactions.


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This page (NYSE:UNM) was last updated on 10/6/2025 by MarketBeat.com Staff
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