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Unum Group (UNM) Institutional Ownership

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$89.37 +1.87 (+2.13%)
Closing price 03:59 PM Eastern
Extended Trading
$89.40 +0.04 (+0.04%)
As of 07:59 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
429
Total
Institutional Inflows
(last 12 months)
$3.69B
Number of
Institutional Sellers
(last 12 months)
367
Total
Institutional Outflows
(last 12 months)
$1.82B
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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
7/12/2026 Walker Asset Management LLC2,407$215K0.1%N/A0.002%
7/10/2026 Wedge Capital Management L L P NC390,340$34.90M0.6%-6.8%0.244%
7/10/2026 Investors Research Corp21,301$1.90M0.3%-9.0%0.013%
7/10/2026 Handelsbanken Fonder AB41,207$3.68M0.0%+6.7%0.026%
7/9/2026 Valeo Financial Advisors LLC2,814$252K0.0%N/A0.002%
7/8/2026 Gradient Investments LLC17,893$1.60M0.0%N/A0.011%
7/8/2026 PensionDanmark Pensionsforsikringsaktieselskab49,243$4.40M0.0%+5.8%0.031%
7/8/2026 Assenagon Asset Management S.A.427,364$38.21M0.0%+84.5%0.267%
7/7/2026 GAMMA Investing LLC9,610$859K0.0%+5.5%0.006%
7/7/2026 CoreCap Advisors LLC553$49K0.0%-99.2%0.000%
7/2/2026 Versant Capital Management Inc2,986$267K0.0%+37.8%0.002%
6/18/2026Pacer Advisors Inc.17,894$1.31M0.0%-1.0%0.011%
6/3/2026Parallel Advisors LLC5,079$371K0.0%+70.0%0.003%
6/3/2026NewEdge Advisors LLC5,645$412K0.0%-5.9%0.004%
6/1/2026Keel Point LLC10,959$800K0.1%-1.7%0.007%
5/26/2026Glenmede Trust Co. NA36,259$2.65M0.0%-25.0%0.023%
5/19/2026Western Wealth Management LLC1,000$73K0.0%N/A0.001%
5/19/2026Bank of America Corp DE580,230$42.37M0.0%+18.5%0.363%
5/19/2026Kentucky Retirement Systems21,562$1.58M0.1%N/A0.013%
5/19/2026Janus Henderson Group PLC104,373$7.63M0.0%-3.2%0.065%
5/19/2026Arkadios Wealth Advisors5,459$399K0.0%+3.0%0.003%
5/19/2026South Dakota Investment Council169,405$12.37M0.2%-2.6%0.106%
5/18/2026Amundi27,444$2.00M0.0%-89.2%0.017%
5/18/2026California State Teachers Retirement System188,283$13.75M0.0%+22.6%0.118%
5/18/2026Royal Bank of Canada1,035,394$75.62M0.0%-8.4%0.648%
5/18/2026Empowered Funds LLC26,139$1.91M0.0%+1,099.0%0.016%
5/16/2026The Manufacturers Life Insurance Company 229,558$16.77M0.0%-2.1%0.144%
5/16/2026Quantinno Capital Management LP754,335$55.09M0.1%+14.6%0.472%
5/16/2026SummitTX Capital L.P.28,914$2.11M0.1%N/A0.018%
5/16/2026Lazard Asset Management LLC251,221$18.35M0.0%+346.6%0.157%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund77,928$5.69M0.0%N/A0.049%
5/14/2026Renaissance Technologies LLC96,500$7.05M0.0%N/A0.060%
5/14/2026Public Employees Retirement System of Ohio52,178$3.81M0.0%-54.6%0.033%
5/14/2026Compound Planning Inc.4,672$341K0.0%-11.9%0.003%
5/14/2026Arrowstreet Capital Limited Partnership631,694$46.13M0.0%+21.2%0.395%
5/14/2026Caxton Associates LLP27,767$2.03M0.0%+6.1%0.017%
5/14/2026Inceptionr LLC5,495$401K0.1%-51.7%0.003%
5/14/2026Bank of Nova Scotia34,800$2.54M0.0%N/A0.022%
5/14/2026Sei Investments Co.608,586$44.45M0.0%+9.9%0.381%
5/14/2026Keynote Financial Services LLC17,441$1.27M0.7%+7.1%0.011%
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5/14/2026Lido Advisors LLC10,183$744K0.0%+86.5%0.006%
5/14/2026State of Wyoming1,792$131K0.0%-77.8%0.001%
5/13/2026Cetera Investment Advisers59,540$4.35M0.0%+1.5%0.037%
5/13/2026NewEdge Wealth LLC3,554$260K0.0%-28.0%0.002%
5/13/2026First Citizens Bank & Trust Co.20,225$1.48M0.0%-4.3%0.013%
5/13/2026CI Investments Inc.81,406$5.95M0.0%+13.6%0.051%
5/13/2026First Trust Advisors LP3,247,940$237.20M0.2%-30.6%2.033%
5/8/2026PNC Financial Services Group Inc.30,018$2.19M0.0%+0.9%0.019%
5/8/2026Cassaday & Co Wealth Management LLC953$70K0.0%N/A0.001%
5/7/2026Commonwealth Financial Services LLC4,047$296K0.0%N/A0.003%
5/7/2026Dimensional Fund Advisors LP4,084,382$298.29M0.1%+7.7%2.556%
5/7/2026Parallel Advisors LLC5,079$371K0.0%+70.0%0.003%
5/7/2026Swiss National Bank314,500$22.97M0.0%-1.4%0.197%
5/6/2026Aviance Capital Partners LLC27,816$2.03M0.2%-7.4%0.017%
5/6/2026California Public Employees Retirement System420,646$30.72M0.0%-8.8%0.263%
5/6/2026Kera Capital Partners Inc.7,656$559K0.1%+25.6%0.005%
5/6/2026Assetmark Inc.13,030$952K0.0%+3.4%0.008%
5/6/2026Allspring Global Investments Holdings LLC446,650$32.99M0.1%-22.3%0.280%
5/6/2026Prosperity Consulting Group LLC8,157$596K0.0%+1.6%0.005%
5/5/2026Evergreen Advisors LLC1,000$73K0.0%N/A0.001%
5/5/2026Wealthfront Advisers LLC77,134$5.63M0.0%-2.1%0.048%
5/5/2026D.A. Davidson & CO.7,922$579K0.0%+1.9%0.005%
5/5/2026Bank of New York Mellon Corp1,302,397$95.11M0.0%-22.0%0.809%
5/5/2026Illinois Municipal Retirement Fund66,981$4.89M0.1%-20.8%0.042%
5/5/2026Livforsakringsbolaget Skandia Omsesidigt92,700$6.77M0.3%+10.1%0.058%
5/5/2026Sanctuary Advisors LLC5,930$433K0.0%+84.5%0.004%
5/4/2026Calamos Wealth Management LLC3,925$287K0.0%N/A0.002%
5/4/2026Calamos Advisors LLC3,925$287K0.0%N/A0.002%
5/4/2026Empirical Financial Services LLC d.b.a. Empirical Wealth Management14,589$1.07M0.0%+44.6%0.009%
5/4/2026State of Michigan Retirement System36,700$2.68M0.0%+0.8%0.023%
5/4/2026Principal Financial Group Inc.340,538$24.87M0.0%+2.7%0.213%
5/4/2026Chicago Partners Investment Group LLC11,331$876K0.0%+2.5%0.007%
5/2/2026International Assets Investment Management LLC750$55K0.0%N/A0.000%
5/1/2026Commonwealth of Pennsylvania Public School Empls Retrmt SYS38,196$2.79M0.0%-0.8%0.024%
5/1/2026Midwest Trust Co2,874$210K0.0%-11.8%0.002%
5/1/2026Fifth Third Bancorp80,763$5.90M0.0%+3,508.7%0.050%
5/1/2026Barnett & Company Inc.122,063$8.91M6.9%-2.4%0.076%
5/1/2026Sequoia Financial Advisors LLC35,745$2.61M0.0%+22.0%0.022%
5/1/2026DMC Group LLC11,529$842K0.6%+1.7%0.007%
4/30/2026Hsbc Holdings PLC14,315$1.05M0.0%+27.1%0.009%
4/30/2026Waterfront Wealth Inc.37,387$2.73M0.5%+17.2%0.023%
4/30/2026First Horizon Corp5,108$373K0.0%-6.2%0.003%
4/30/2026Kestra Advisory Services LLC8,352$610K0.0%-11.2%0.005%
4/30/2026WPG Advisers LLC1,156$84K0.1%-13.1%0.001%
4/30/2026Greenwood Capital Associates LLC8,978$656K0.1%N/A0.006%
4/30/2026Oregon Public Employees Retirement Fund31,283$2.29M0.0%+1.6%0.019%
4/29/2026Childress Capital Advisors LLC3,416$249K0.0%-6.9%0.002%
4/29/2026R Squared Ltd5,410$395K0.2%-14.6%0.003%
4/29/2026Burney Co.34,683$2.53M0.1%-51.8%0.022%
4/29/2026Swedbank AB496,077$36.23M0.0%+6.1%0.308%
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4/29/2026Integrated Advisors Network LLC3,363$246K0.0%N/A0.002%
4/28/2026DGS Capital Management LLC34,512$2.52M0.4%-15.8%0.021%
4/28/2026Stephens Inc. AR19,375$1.49M0.0%+18.3%0.012%
4/28/2026Parrish Capital LLC14,281$1.04M0.9%+2.6%0.009%
4/28/2026Praxis Investment Management Inc.4,937$361K0.0%+5.7%0.003%
4/28/2026QRG Capital Management Inc.12,955$946K0.0%+7.7%0.008%
4/27/2026HB Wealth Management LLC16,112$1.18M0.0%+17.8%0.010%
4/27/2026Baer Investment Advisory LLC2,913$213K0.0%N/A0.002%
4/27/2026New York State Teachers Retirement System166,452$12.16M0.0%-4.7%0.103%
4/27/2026Private Advisor Group LLC8,581$627K0.0%-3.2%0.005%


UNM Institutional Ownership - Frequently Asked Questions

During the previous two years, 790 institutional investors and hedge funds held shares of Unum Group. The most heavily invested institutionals were Vanguard Group Inc. ($1.41B), Norges Bank ($1.11B), FMR LLC ($616.86M), Charles Schwab Investment Management Inc. ($438.13M), State Street Corp ($413.08M), Dimensional Fund Advisors LP ($298.29M), and Geode Capital Management LLC ($253.63M).Learn more on Unum Group's institutional investors.

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

Of the 662 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 ($41.84M), Zurich Insurance Group Ltd FI ($2.20M), Balyasny Asset Management L.P. ($1.73M), Allianz Asset Management GmbH ($1.64M), Vanguard Group Inc. ($1.60M), Alyeska Investment Group L.P. ($1.55M), and Invesco Ltd. ($1.47M).

Institutional investors have bought a total of 46,882,313 shares in the last 24 months. This purchase volume represents approximately $3.69B in transactions.

Of the 367 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: First Trust Advisors LP ($2.80M), Vanguard Group Inc. ($2.03M), Allianz Asset Management GmbH ($1.36M), Amundi ($839.81K), Invesco Ltd. ($631.44K), Arrowstreet Capital Limited Partnership ($616.48K), and AQR Capital Management LLC ($605.84K).

Institutional investors have sold a total of 23,310,406 shares in the last 24 months. This volume of shares sold represents approximately $1.82B in transactions.


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This page (NYSE:UNM) was last updated on 7/13/2026 by MarketBeat.com Staff.
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