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Unum Group (UNM) Institutional Ownership

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$88.93 +0.85 (+0.97%)
As of 03:03 PM Eastern
This is a fair market value 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)
397
Total
Institutional Inflows
(last 12 months)
$2.76B
Number of
Institutional Sellers
(last 12 months)
317
Total
Institutional Outflows
(last 12 months)
$1.39B
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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
10/2/2026Versant Capital Management Inc3,166$278K0.0%+6.0%0.002%
9/23/2026QRG Capital Management Inc.14,359$1.28M0.0%+10.8%0.009%
9/23/2026Envestnet Portfolio Solutions Inc.18,806$1.68M0.0%+1.6%0.012%
9/23/2026Envestnet Asset Management Inc.167,607$14.98M0.0%+977.7%0.106%
9/22/2026State Street Corp5,069,408$453.21M0.0%-1.5%3.202%
9/15/2026Anchor Investment Management LLC39,380$3.52M0.3%-0.6%0.025%
9/9/2026The Manufacturers Life Insurance Company226,519$20.25M0.0%-1.3%0.143%
9/9/2026Sequoia Financial Advisors LLC35,364$3.16M0.0%-1.1%0.022%
9/9/2026Tidal Investments LLC14,062$1.26M0.0%+87.0%0.009%
9/9/2026Engineers Gate Manager LP260,395$23.28M0.3%-3.8%0.164%
9/9/2026Integrated Wealth Concepts LLC11,810$1.06M0.0%+11.1%0.007%
9/9/2026RFG Advisory LLC2,272$203K0.0%N/A0.001%
9/9/2026NewEdge Advisors LLC6,230$557K0.0%+10.4%0.004%
9/9/2026IFP Advisors Inc1,741$156K0.0%-48.1%0.001%
9/9/2026Baird Financial Group Inc.15,016$1.34M0.0%+107.4%0.009%
9/8/2026Allworth Financial LP5,588$500K0.0%+35.2%0.004%
9/8/2026Arizona State Retirement System40,105$3.59M0.0%-8.2%0.025%
9/8/2026West Family Investments Inc.2,764$247K0.1%N/A0.002%
9/8/2026Waverly Advisors LLC3,952$353K0.0%N/A0.002%
9/8/2026Paragon Capital Management Ltd2,631$235K0.0%N/A0.002%
9/8/2026Nykredit A S6,189$553K0.0%N/A0.004%
9/2/2026Allianz Asset Management GmbH462,851$41.38M0.0%+0.5%0.292%
9/1/2026Parrish Capital LLC12,427$1.11M0.9%-13.0%0.008%
8/27/2026Corient Private Wealth LP133,576$11.94M0.0%-35.6%0.084%
8/26/2026Amundi340,443$30.44M0.0%+1,140.5%0.215%
8/26/2026HighTower Advisors LLC101,279$9.05M0.0%-8.4%0.064%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al202,416$18.10M0.1%N/A0.128%
8/23/2026DMC Group LLC9,972$891K0.6%-13.5%0.006%
8/23/2026Wedmont Private Capital11,963$1.05M0.0%+2.1%0.008%
8/23/2026HB Wealth Management LLC18,464$1.65M0.0%+14.6%0.012%
8/22/2026Syon Capital LLC8,759$783K0.0%+26.8%0.006%
8/22/2026TD Waterhouse Canada Inc.4,904$448K0.0%+138.1%0.003%
8/22/2026Concurrent Investment Advisors LLC25,910$2.32M0.0%+0.8%0.016%
8/21/2026AXQ Capital LP27,924$2.50M0.3%+266.3%0.018%
8/21/2026Continuum Advisory LLC1,993$178K0.0%N/A0.001%
8/21/2026Nykredit A S6,189$553K0.0%N/A0.004%
8/21/2026XML Financial LLC13,555$1.21M0.1%-1.5%0.009%
8/21/2026Investors Research Corp21,301$1.90M0.3%-9.0%0.013%
8/20/2026Proficio Capital Partners LLC2,977$266K0.0%N/A0.002%
8/20/2026Ancora Advisors LLC433$39K0.0%-53.0%0.000%
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8/20/2026Sigma Planning Corp2,809$251K0.0%-6.5%0.002%
8/20/2026Benjamin Edwards Inc.13,661$1.22M0.0%-5.6%0.009%
8/20/2026Alyeska Investment Group L.P.323,378$28.91M0.1%-37.0%0.204%
8/20/2026Northwestern Mutual Wealth Management Co.2,842$254K0.0%+21.6%0.002%
8/20/2026Wedbush Securities Inc.4,519$404K0.0%-14.0%0.003%
8/20/2026Greenleaf Trust10,781$964K0.0%+3.2%0.007%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC508,944$45.50M0.0%-6.5%0.321%
8/19/2026Hsbc Holdings PLC22,358$2.01M0.0%+56.2%0.014%
8/19/2026Wellington Management Group LLP287,512$25.70M0.0%-21.1%0.182%
8/19/2026Kingsview Wealth Management LLC7,118$636K0.0%N/A0.004%
8/18/2026Beacon Pointe Advisors LLC3,616$323K0.0%N/A0.002%
8/18/2026Livforsakringsbolaget Skandia Omsesidigt72,400$6.47M0.2%N/A0.046%
8/18/2026Glenview Trust Co5,893$527K0.0%N/A0.004%
8/18/2026Empowered Funds LLC9,144$817K0.0%N/A0.006%
8/18/2026United Capital Financial Advisors LLC15,085$1.35M0.0%N/A0.010%
8/18/2026Brooks Moore & Associates Inc.5,098$456K0.2%N/A0.003%
8/18/2026Caitlin John LLC1,500$134K0.1%N/A0.001%
8/18/2026Jefferies Financial Group Inc.9,590$857K0.0%N/A0.006%
8/18/2026Public Employees Retirement System of Ohio48,714$4.36M0.0%N/A0.031%
8/17/2026Capstone Investment Advisors LLC6,640$594K0.0%N/A0.004%
8/17/2026Redwood Investment Management LLC12,971$1.16M0.1%N/A0.008%
8/17/2026Proficio Capital Partners LLC2,977$266K0.0%N/A0.002%
8/17/2026Corient Private Wealth LP184,394$12.06M0.0%N/A0.116%
8/17/2026Bank of America Corp DE618,267$55.27M0.0%N/A0.391%
8/15/2026Freestone Grove Partners LP548,830$49.07M0.3%N/A0.347%
8/15/2026Caisse de depot et placement du Quebec108,000$9.66M0.0%N/A0.068%
8/15/2026Man Group plc77,861$6.96M0.0%N/A0.049%
8/15/2026Jupiter Topco LLC100,767$9.01M0.0%N/A0.064%
8/14/2026Hsbc Holdings PLC22,358$2.01M0.0%N/A0.014%
8/14/2026Ancora Advisors LLC433$39K0.0%N/A0.000%
8/14/2026Canada Pension Plan Investment Board940,681$84.10M0.0%N/A0.594%
8/14/2026Legal & General Group Plc220,109$19.68M0.0%N/A0.139%
8/14/2026The Manufacturers Life Insurance Company226,519$20.25M0.0%N/A0.143%
8/14/2026Algert Global LLC215,251$19.24M0.2%-3.8%0.136%
8/13/2026Cibc World Market Inc.58,387$5.22M0.0%N/A0.037%
8/13/2026Leigh Baldwin & CO. LLC2,640$236K0.1%N/A0.002%
8/13/2026Sanctuary Advisors LLC6,665$596K0.0%N/A0.004%
8/13/2026Connor Clark & Lunn Investment Management Ltd.144,848$12.95M0.0%N/A0.091%
8/13/2026PEAK6 LLC33,576$3.00M0.0%N/A0.021%
8/13/2026Capital Square LLC3,332$292K0.1%N/A0.002%
8/13/2026Meiji Yasuda Asset Management Co Ltd.3,402$304K0.0%N/A0.002%
8/13/2026Bank of Nova Scotia142,302$12.72M0.0%N/A0.090%
8/13/2026Kendall Capital Management31,695$2.83M0.5%N/A0.020%
8/12/2026Elevation Point Wealth Partners LLC5,883$526K0.0%N/A0.004%
8/12/2026Commerce Bank14,489$1.30M0.0%N/A0.009%
8/12/2026Northwestern Mutual Wealth Management Co.2,842$254K0.0%N/A0.002%
8/12/2026Evolve Private Wealth LLC2,790$249K0.0%N/A0.002%
8/12/2026Emerald Investment Advisers LLC3,746$335K0.0%N/A0.002%
8/12/2026Landscape Capital Management L.L.C.16,581$1.48M0.1%N/A0.010%
8/12/2026EP Wealth Advisors LLC8,606$769K0.0%N/A0.005%
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8/12/2026Ieq Capital LLC86,700$7.75M0.0%N/A0.055%
8/12/2026Callan Family Office LLC6,795$607K0.0%N/A0.004%
8/11/2026Donald Smith & CO. Inc.649,485$58.06M1.0%N/A0.410%
8/11/2026Allworth Financial LP5,588$500K0.0%N/A0.004%
8/11/2026LaSalle St. Investment Advisors LLC3,531$316K0.0%N/A0.002%
8/11/2026Advisors Capital Management LLC7,732$691K0.0%N/A0.005%
8/11/2026MJP Associates Inc. ADV3,032$271K0.0%N/A0.002%
8/11/2026Vise Technologies Inc.19,588$1.75M0.0%N/A0.012%
8/11/2026Algebris UK Ltd.397,355$35.41M2.3%N/A0.251%
8/10/2026Csenge Advisory Group5,214$466K0.0%N/A0.003%


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 BlackRock Inc. ($1.61B), Vanguard Group Inc. ($1.41B), Norges Bank ($1.11B), FMR LLC ($616.86M), State Street Corp ($453.21M), Charles Schwab Investment Management Inc. ($438.13M), and Dimensional Fund Advisors LP ($298.29M).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 671 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 ($1.65M), Vanguard Group Inc. ($1.60M), Alyeska Investment Group L.P. ($1.55M), and Invesco Ltd. ($1.47M).

Institutional investors have bought a total of 34,729,837 shares in the last 24 months. This purchase volume represents approximately $2.76B in transactions.

Of the 316 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 ($2.49M), Allianz Asset Management GmbH ($1.36M), Vanguard Group Inc. ($966.61K), Bank of New York Mellon Corp ($622.43K), Alyeska Investment Group L.P. ($597.84K), Zurcher Kantonalbank Zurich Cantonalbank ($593.31K), and Invesco Ltd. ($521.30K).

Institutional investors have sold a total of 17,910,805 shares in the last 24 months. This volume of shares sold represents approximately $1.39B in transactions.


Related Companies

Institutional ownership data for NYSE:UNM is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/2/2026. New 13F filings are added each quarter as they're published.
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