Unum Group (UNM) Institutional Ownership

$50.74
-0.62 (-1.21%)
(As of 04/26/2024 ET)

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

Current
Institutional Ownership
Percentage
86.57%
Number of
Institutional Buyers
(last 12 months)
310
Total
Institutional Inflows
(last 12 months)
$1.46B
Number of
Institutional Sellers
(last 12 months)
237
Total
Institutional Outflows
(last 12 months)
$964.15M
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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
4/26/2024Securian Asset Management Inc.14,950$802K0.0%-3.4%0.008%
4/26/2024Yousif Capital Management LLC86,528$4.64M0.1%-3.2%0.045%
4/25/2024Lindbrook Capital LLC1,379$74K0.0%-13.7%0.001%
4/25/2024Grace & White Inc. NY503,156$27.00M4.9%-3.3%0.262%
4/25/2024 Cambridge Investment Research Advisors Inc.35,456$1.90M0.0%-2.7%0.018%
4/24/2024 Simplicity Wealth LLC5,645$303K0.0%N/A0.003%
4/24/2024 Assenagon Asset Management S.A.778,129$41.75M0.1%+85.0%0.405%
4/23/2024 Wetzel Investment Advisors Inc.6,190$314K0.2%-17.4%0.003%
4/23/2024 Louisiana State Employees Retirement System52,300$2.81M0.1%+1.6%0.027%
4/23/2024 Venturi Wealth Management LLC946$51K0.0%+363.7%0.000%
4/23/2024 Silver Lake Advisory LLC73,892$3.97M1.8%+3.6%0.039%
4/23/2024 Amalgamated Bank126,479$6.79M0.1%-7.4%0.066%
4/23/2024 Nations Financial Group Inc. IA ADV38,428$2.06M0.2%+8.6%0.020%
4/23/2024 Accurate Wealth Management LLC6,569$337K0.1%-25.1%0.003%
4/23/2024 Raymond James Financial Services Advisors Inc.67,501$3.62M0.0%-1.4%0.035%
4/22/2024 Raymond James & Associates175,850$9.44M0.0%+40.5%0.092%
4/22/2024 Investors Asset Management of Georgia Inc. GA ADV6,595$354K0.2%+6.8%0.003%
4/19/2024 FORVIS Wealth Advisors LLC31,617$1.70M0.0%-1.1%0.016%
4/19/2024 Norden Group LLC27,015$1.45M0.0%N/A0.014%
4/19/2024 Lifestyle Asset Management Inc.20,714$1.11M0.7%+1.8%0.011%
4/19/2024 Carret Asset Management LLC10,432$560K0.1%-26.5%0.005%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.41,905$2.25M0.0%-5.6%0.022%
4/19/2024 Handelsinvest Investeringsforvaltning4,522$243K0.1%-34.2%0.002%
4/18/2024 Measured Wealth Private Client Group LLC8,186$439K0.2%-20.5%0.004%
4/18/2024 State of Michigan Retirement System44,600$2.39M0.0%+1.4%0.023%
4/18/2024 Allspring Global Investments Holdings LLC328,063$17.60M0.0%+55.8%0.171%
4/18/2024 Oak Thistle LLC5,041$270K0.2%N/A0.003%
4/18/2024 Little House Capital LLC26,148$1.40M0.5%N/A0.014%
4/18/2024 Aviance Capital Partners LLC38,298$2.06M0.3%+6.3%0.020%
4/16/2024 MCF Advisors LLC658$35K0.0%N/A0.000%
4/16/2024 Artemis Investment Management LLP161,841$8.68M0.1%+44.2%0.084%
4/16/2024 Hennessy Advisors Inc.106,000$5.69M0.2%+44.0%0.055%
4/15/2024 Janiczek Wealth Management LLC3,822$205K0.0%-7.7%0.002%
4/15/2024 DGS Capital Management LLC34,586$1.86M0.5%+4.3%0.018%
4/12/2024 Gateway Investment Advisers LLC250,757$13.46M0.2%-0.1%0.131%
4/12/2024Lane & Associates LLC4,548$244K0.2%N/A0.002%
4/12/2024 Abacus Planning Group Inc.20,217$1.09M0.2%-16.6%0.011%
4/11/2024 D. Scott Neal Inc.224,960$12.07M7.9%N/A0.117%
4/11/2024 Paragon Capital Management Ltd3,945$212K0.0%N/A0.002%
4/11/2024 BTC Capital Management Inc.96,110$5.16M0.5%N/A0.050%
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4/10/2024 Wedmont Private Capital5,346$276K0.0%+14.8%0.003%
4/10/2024 Polianta Ltd21,900$1.18M0.6%+7.9%0.011%
4/9/2024 Alaska Permanent Fund Corp70,617$3.79M0.1%+16.1%0.037%
4/9/2024 Rise Advisors LLC814$44K0.0%+93.8%0.000%
4/5/2024 GAMMA Investing LLC3,071$165K0.0%+7.1%0.002%
4/5/2024 Insight Wealth Strategies LLC41,765$2.24M0.3%N/A0.022%
4/5/2024 CWM LLC7,700$413K0.0%+65.9%0.004%
4/2/2024 Symmetry Partners LLC20,251$1.09M0.1%N/A0.011%
3/29/2024Kapitalo Investimentos Ltda1,279$58K0.0%-77.3%0.001%
3/22/2024PNC Financial Services Group Inc.29,585$1.34M0.0%-3.7%0.015%
3/15/2024B. Riley Wealth Advisors Inc.4,632$209K0.0%-63.7%0.002%
3/14/2024 Hennessy Advisors Inc.73,600$3.33M0.2%N/A0.038%
3/11/2024Vanguard Group Inc.20,590,655$931.11M0.0%+1.5%10.751%
3/6/2024SageView Advisory Group LLC8,128$389K0.0%+14.3%0.004%
3/4/2024Richardson Financial Services Inc.1,865$84K0.1%N/A0.001%
3/1/2024Goldman Sachs Group Inc.2,017,367$91.23M0.0%+16.9%1.053%
2/28/2024American International Group Inc.247,763$11.20M0.0%-4.4%0.129%
2/26/2024Teachers Retirement System of The State of Kentucky60,910$2.75M0.0%-4.5%0.032%
2/23/2024Beacon Financial Group6,131$277K0.0%N/A0.003%
2/22/2024Auxier Asset Management59,297$2.68M0.4%-0.6%0.030%
2/15/2024Boone Capital Management LLC961,661$43.49M10.1%+10.8%0.493%
2/15/2024Boxwood Ventures Inc.17,835$806K1.5%-3.9%0.009%
2/14/2024Point72 Europe London LLP68,177$3.08M0.4%-35.2%0.035%
2/14/2024Hancock Whitney Corp267,783$12.11M0.4%-0.6%0.137%
2/14/2024Strategic Global Advisors LLC31,496$1.42M0.3%-40.2%0.016%
2/14/2024Neuberger Berman Group LLC24,383$1.10M0.0%-11.7%0.013%
2/14/2024XML Financial LLC19,380$876K0.1%-1.6%0.010%
2/14/2024Ossiam19,497$882K0.0%-4.8%0.010%
2/14/2024Schroder Investment Management Group514,855$23.28M0.0%-11.3%0.264%
2/14/2024Kettle Hill Capital Management LLC132,481$5.99M1.6%-50.1%0.068%
2/13/2024Pinebridge Investments L.P.83,449$3.77M0.0%+56.6%0.043%
2/13/2024American International Group Inc.247,763$11.20M0.1%-4.4%0.127%
2/13/2024Crossmark Global Holdings Inc.33,661$1.52M0.0%+15.7%0.017%
2/13/2024Eisler Capital UK Ltd.23,360$1.06M0.0%N/A0.012%
2/13/2024First Trust Advisors LP973,480$44.02M0.0%+43.0%0.499%
2/13/2024Goldman Sachs Group Inc.2,017,367$91.23M0.0%+16.9%1.034%
2/13/2024Belpointe Asset Management LLC8,393$380K0.0%+3.2%0.004%
2/13/2024The Manufacturers Life Insurance Company 410,395$18.56M0.0%-7.5%0.210%
2/13/2024Dorsey Wright & Associates93,524$4.23M1.3%-3.4%0.048%
2/13/2024KBC Group NV8,803$398K0.0%+362.3%0.005%
2/13/2024Campbell & CO Investment Adviser LLC19,981$904K0.1%-30.2%0.010%
2/13/2024California State Teachers Retirement System208,735$9.44M0.0%-5.2%0.107%
2/13/2024Paulson Wealth Management Inc.5,787$262K0.1%-9.7%0.003%
2/12/2024Bank of Nova Scotia9,193$416K0.0%+2.8%0.005%
2/12/2024TFO Wealth Partners LLC13,972$633K0.0%+77,522.2%0.007%
2/12/2024Treasurer of the State of North Carolina89,955$4.07M0.0%+1.0%0.046%
2/12/2024Allianz Asset Management GmbH950,914$43M0.1%+3.6%0.488%
2/12/2024Stifel Financial Corp220,689$9.98M0.0%-8.2%0.113%
2/12/2024Steward Partners Investment Advisory LLC16,132$729K0.0%-2.0%0.008%
2/12/2024United Services Automobile Association13,726$621K0.0%+9.5%0.007%
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2/12/2024Sculati Wealth Management LLC25,594$1.16M0.5%-2.9%0.013%
2/12/2024Hsbc Holdings PLC189,308$8.57M0.0%+337.0%0.097%
2/9/2024Intech Investment Management LLC8,982$406K0.0%N/A0.005%
2/9/2024 Nations Financial Group Inc. IA ADV35,390$1.60M0.1%+1.9%0.018%
2/9/2024Skopos Labs Inc.6,653$301K0.1%N/A0.003%
2/9/2024Advisory Services Network LLC51,873$2.35M0.1%-11.5%0.027%
2/9/2024Neuberger Berman Group LLC24,383$1.10M0.0%-11.7%0.013%
2/9/2024Team Hewins LLC4,979$225K0.0%N/A0.003%
2/9/2024SageView Advisory Group LLC8,128$389K0.0%+14.3%0.004%
2/9/2024Commerce Bank17,852$807K0.0%+123.0%0.009%
(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, 553 institutional investors and hedge funds held shares of Unum Group. The most heavily invested institutionals were BlackRock Inc. ($1.10B), Vanguard Group Inc. ($931.11M), FMR LLC ($619.09M), Norges Bank ($590.49M), Dimensional Fund Advisors LP ($243.78M), Charles Schwab Investment Management Inc. ($188.23M), and AQR Capital Management LLC ($174.42M).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 471 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 ($2.04M), Victory Capital Management Inc. ($1.74M), Assenagon Asset Management S.A. ($1.45M), Assetmark Inc. ($1.30M), AQR Capital Management LLC ($1.29M), and Viking Global Investors LP ($1.14M).

How much institutional buying is happening at Unum Group?

Institutional investors have bought a total of 52,938,858 shares in the last 24 months. This purchase volume represents approximately $2.22B in transactions.

Which Unum Group major shareholders have been selling company stock?

Of the 323 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 ($7.12M), Dimensional Fund Advisors LP ($2.67M), Deutsche Bank AG ($2.05M), Jacobs Levy Equity Management Inc. ($1.89M), Clearbridge Investments LLC ($1.87M), BlackRock Inc. ($1.62M), and Donald Smith & CO. Inc. ($1.52M).

How much institutional selling is happening at Unum Group?

Institutional investors have sold a total of 39,178,186 shares in the last 24 months. This volume of shares sold represents approximately $1.60B in transactions.


This page (NYSE:UNM) was last updated on 4/27/2024 by MarketBeat.com Staff

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