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Unum Group (UNM) Institutional Ownership

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$81.40 +1.37 (+1.71%)
Closing price 07/14/2025 03:59 PM Eastern
Extended Trading
$81.41 +0.00 (+0.01%)
As of 07/14/2025 05:52 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 Polygon.io. Learn more.

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

Current
Institutional Ownership
Percentage
86.57%
Number of
Institutional Buyers
(last 12 months)
425
Total
Institutional Inflows
(last 12 months)
$3.07B
Number of
Institutional Sellers
(last 12 months)
316
Total
Institutional Outflows
(last 12 months)
$2.11B
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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
7/14/2025Counterpoint Mutual Funds LLC28,786$2.33M0.2%N/A0.017%
7/14/2025Caitlin John LLC5,084$411K0.4%-9.9%0.003%
7/14/2025GAMMA Investing LLC9,057$731K0.0%+2.5%0.005%
7/14/2025U.S. Capital Wealth Advisors LLC24,951$2.02M0.1%N/A0.014%
7/14/2025Bank & Trust Co3,202$259K0.2%+7.1%0.002%
7/14/2025Park Avenue Securities LLC12,617$1.02M0.0%-1.5%0.007%
7/14/2025Sowell Financial Services LLC22,000$1.78M0.1%-6.5%0.013%
7/11/2025 BTC Capital Management Inc.71,836$5.73M0.5%+5.0%0.041%
7/11/2025 Farther Finance Advisors LLC3,105$251K0.0%-10.1%0.002%
7/11/2025 Wedge Capital Management L L P NC417,284$33.70M0.6%-9.6%0.239%
7/11/2025 UMB Bank n.a.4,016$324K0.0%+4.4%0.002%
7/11/2025 Diversified Trust Co3,362$272K0.0%-82.6%0.002%
7/11/2025 Assenagon Asset Management S.A.226,493$18.29M0.0%-78.1%0.130%
7/11/2025 Livforsakringsbolaget Skandia Omsesidigt81,900$6.61M0.3%+21.3%0.047%
7/10/2025 Wealth Enhancement Advisory Services LLC48,074$3.95M0.0%+22.8%0.028%
7/9/2025 Tounjian Advisory Partners LLC10,874$886K0.2%-1.3%0.006%
7/9/2025 Baron Wealth Management LLC3,269$264K0.1%-20.1%0.002%
7/9/2025 Goelzer Investment Management Inc.29,263$2.36M0.1%N/A0.017%
7/9/2025 Lifestyle Asset Management Inc.15,783$1.28M0.6%+1.3%0.009%
7/9/2025 Livforsakringsbolaget Skandia Omsesidigt49,700$4.01M0.0%-26.4%0.029%
7/8/2025 Atwood & Palmer Inc.400$32K0.0%+100.0%0.000%
7/8/2025 D. Scott Neal Inc.264,589$21.37M10.7%-2.6%0.152%
7/8/2025 Lingohr Asset Management GmbH6,795$549K1.0%-90.7%0.004%
7/8/2025 Quintet Private Bank Europe S.A.350$28K0.0%N/A0.000%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.1,465$118K0.0%+14.3%0.001%
6/18/2025Voya Investment Management LLC293,687$23.92M0.0%+13.8%0.168%
6/4/2025 First Hawaiian Bank14,055$1.15M0.1%N/A0.008%
6/2/2025Modern Wealth Management LLC2,494$203K0.0%N/A0.001%
5/28/2025Strs Ohio39,546$3.22M0.0%N/A0.023%
5/27/2025Advisors Capital Management LLC6,308$514K0.0%+2.2%0.004%
5/21/2025Acadian Asset Management LLC140,834$11.47M0.0%-54.7%0.081%
5/21/2025Geneos Wealth Management Inc.3,500$285K0.0%+15.8%0.002%
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%
5/19/2025SageView Advisory Group LLC4,777$389K0.0%+7.6%0.003%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC746,267$60.79M0.0%+12.5%0.428%
5/16/2025Woodline Partners LP739,877$60.27M0.4%+29.0%0.424%
5/16/2025Zurich Insurance Group Ltd FI958,175$78.05M0.6%-33.5%0.550%
5/16/2025Empowered Funds LLC83,856$6.83M0.1%N/A0.048%
5/16/2025Ascent Group LLC20,955$1.71M0.1%+7.1%0.012%
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5/16/2025Meiji Yasuda Asset Management Co Ltd.3,937$321K0.0%-4.0%0.002%
5/16/2025Great Lakes Advisors LLC6,331$516K0.0%+22.9%0.004%
5/16/2025Caxton Associates LLP12,074$984K0.0%N/A0.007%
5/16/2025Ashton Thomas Private Wealth LLC7,832$638K0.0%-17.5%0.004%
5/16/2025Goldman Sachs Group Inc.1,583,377$128.98M0.0%-16.7%0.908%
5/16/2025Dynamic Technology Lab Private Ltd19,438$1.58M0.2%+70.5%0.011%
5/16/2025Teewinot Capital Advisers L.L.C.722,815$58.88M6.0%N/A0.415%
5/16/2025Scientech Research LLC9,801$798K0.2%+53.4%0.006%
5/16/2025Plancorp LLC5,910$481K0.0%N/A0.003%
5/16/2025NewEdge Advisors LLC5,316$433K0.0%-11.6%0.003%
5/16/2025Millennium Management LLC640,073$52.14M0.0%-44.3%0.367%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.37,580$3.06M0.0%+12.7%0.022%
5/16/2025Integrated Wealth Concepts LLC11,334$923K0.0%-10.3%0.007%
5/16/2025Interval Partners LP57,976$4.72M0.1%+172.2%0.033%
5/16/2025Jacobs Levy Equity Management Inc.617,292$50.29M0.2%-21.5%0.354%
5/16/2025Hancock Whitney Corp40,763$3.32M0.1%+26.6%0.023%
5/16/2025Cinctive Capital Management LP41,098$3.35M0.3%N/A0.024%
5/16/2025Alliancebernstein L.P.258,558$21.06M0.0%-9.1%0.148%
5/16/2025AQR Capital Management LLC2,151,658$172.18M0.2%-12.0%1.234%
5/16/2025Advisors Asset Management Inc.5,729$467K0.0%+18.2%0.003%
5/16/2025Alyeska Investment Group L.P.670,366$54.61M0.2%-17.8%0.384%
5/16/2025Amundi695,841$55.14M0.0%+92.9%0.399%
5/16/2025Adage Capital Partners GP L.L.C.950,000$77.39M0.1%+65.2%0.545%
5/15/2025EP Wealth Advisors LLC3,500$285K0.0%-12.1%0.002%
5/15/2025Focus Partners Advisor Solutions LLC4,373$356K0.0%N/A0.003%
5/15/2025Point72 Europe London LLP49,400$4.02M0.3%N/A0.028%
5/15/2025Royal Bank of Canada1,416,124$115.36M0.0%+0.5%0.812%
5/15/2025Graham Capital Management L.P.40,697$3.32M0.1%+74.5%0.023%
5/15/2025Quarry LP1,894$154K0.0%-33.5%0.001%
5/15/2025Nomura Holdings Inc.10,235$834K0.0%-80.4%0.006%
5/15/2025Mubadala Investment Co PJSC32,101$2.62M0.0%-4.8%0.018%
5/15/2025Junto Capital Management LP319,245$26.01M0.5%N/A0.183%
5/15/2025Baird Financial Group Inc.6,273$511K0.0%-12.5%0.004%
5/15/2025Panagora Asset Management Inc.135,987$11.08M0.1%-1.5%0.078%
5/15/2025Vident Advisory LLC29,611$2.41M0.0%+14.3%0.017%
5/15/2025Evergreen Capital Management LLC12,833$1.05M0.0%+2.3%0.007%
5/15/2025The Manufacturers Life Insurance Company 298,850$24.34M0.0%-19.2%0.171%
5/15/2025Magnetar Financial LLC6,738$549K0.0%N/A0.004%
5/15/2025Vermillion & White Wealth Management Group LLC373$30K0.0%N/A0.000%
5/15/2025WPG Advisers LLC963$78K0.1%N/A0.001%
5/15/2025State of Wyoming7,353$599K0.1%-33.6%0.004%
5/15/2025TD Capital Management LLC5,657$461K0.0%N/A0.003%
5/15/2025Trexquant Investment LP127,573$10.39M0.1%-20.2%0.073%
5/15/2025Landscape Capital Management L.L.C.14,428$1.18M0.1%-15.6%0.008%
5/15/2025Brant Point Investment Management LLC108,651$8.85M1.1%+95.8%0.062%
5/14/2025Wealth Preservation Advisors LLC644$52K0.0%N/A0.000%
5/14/2025CreativeOne Wealth LLC2,539$207K0.0%N/A0.001%
5/14/2025Ieq Capital LLC15,764$1.28M0.0%-21.2%0.009%
5/14/2025Redwood Investment Management LLC16,060$1.31M0.1%-17.6%0.009%
5/14/2025Rafferty Asset Management LLC2,817$229K0.0%-26.6%0.002%
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5/14/2025FORA Capital LLC12,817$1.04M0.1%-68.5%0.007%
5/14/2025Caisse DE Depot ET Placement DU Quebec651,878$53.10M0.1%+86.6%0.374%
5/14/2025Corebridge Financial Inc.181,605$14.79M0.1%-4.5%0.104%
5/14/2025Virtus Advisers LLC6,354$518K0.7%N/A0.004%
5/14/2025Comerica Bank96,374$7.85M0.0%-10.8%0.055%
5/14/2025MetLife Investment Management LLC91,552$7.46M0.0%-3.6%0.053%
5/14/2025Jump Financial LLC3,500$285K0.0%-84.1%0.002%
5/14/2025Cadence Bank7,865$641K0.0%-2.0%0.005%
5/14/2025Smartleaf Asset Management LLC4,248$340K0.0%+67.2%0.002%
5/14/2025Caitlin John LLC5,640$459K0.5%-18.1%0.003%
(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, 713 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 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 589 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 ($26.80M), Vanguard Group Inc. ($1.90M), Nordea Investment Management AB ($1.88M), 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 41,941,642 shares in the last 24 months. This purchase volume represents approximately $3.08B in transactions.

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

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: FMR LLC ($7.82M), Donald Smith & CO. Inc. ($1.72M), Assenagon Asset Management S.A. ($1.33M), Arrowstreet Capital Limited Partnership ($1.29M), Assetmark Inc. ($1.18M), AQR Capital Management LLC ($1.03M), and Millennium Management LLC ($887.66K).

How much institutional selling is happening at Unum Group?

Institutional investors have sold a total of 30,316,216 shares in the last 24 months. This volume of shares sold represents approximately $2.11B in transactions.



This page (NYSE:UNM) was last updated on 7/15/2025 by MarketBeat.com Staff
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