Unum Group (UNM) Institutional Ownership

$53.24

+0.28 (+0.53%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 86.57%
Number of Institutional Buyers (last 12 months): 310
Total Institutional Inflows (last 12 months): $1.39B

Number of Institutional Sellers (last 12 months): 229
Total Institutional Outflows (last 12 months): $639.86M

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UNM Institutional Buying and Selling by Quarter

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Unum Group Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Cambridge Investment Research Advisors Inc.	35,105	$1.79M	0.0%	-1.0%	0.019%
7/26/2024	Allspring Global Investments Holdings LLC	352,145	$18.00M	0.0%	+7.3%	0.186%
7/26/2024	State of Michigan Retirement System	42,900	$2.19M	0.0%	-3.8%	0.023%
7/26/2024	Paulson Wealth Management Inc.	5,258	$269K	0.1%	-3.8%	0.003%
7/26/2024	Bank of New York Mellon Corp	2,167,783	$110.80M	0.0%	-0.5%	1.145%
7/25/2024	apricus wealth LLC	66,685	$3.41M	2.4%	-6.6%	0.035%
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7/24/2024	Family Firm Inc.	806	$41K	0.0%	N/A	0.000%
7/24/2024	Retirement Systems of Alabama	511,820	$26.16M	0.1%	-1.6%	0.270%
7/24/2024	New York State Teachers Retirement System	216,066	$11.04M	0.0%	-1.0%	0.114%
7/24/2024	Bay Colony Advisory Group Inc d b a Bay Colony Advisors	5,899	$301K	0.1%	+18.9%	0.003%
7/24/2024	My Legacy Advisors LLC	9,250	$473K	0.2%	N/A	0.005%
7/24/2024	Louisiana State Employees Retirement System	50,400	$2.58M	0.0%	-3.6%	0.027%
7/24/2024	SummerHaven Investment Management LLC	15,865	$811K	0.5%	+1.8%	0.008%
7/23/2024	1620 Investment Advisors Inc.	573	$29K	0.0%	N/A	0.000%
7/23/2024	NewSquare Capital LLC	189,746	$9.54M	0.8%	+4.6%	0.100%
7/23/2024	Lecap Asset Management Ltd.	25,758	$1.32M	0.3%	-27.9%	0.014%
7/23/2024	Fifth Third Wealth Advisors LLC	7,380	$377K	0.0%	N/A	0.004%
7/22/2024	Fifth Third Bancorp	3,759	$192K	0.0%	+9.1%	0.002%
7/22/2024	Grace & White Inc. NY	502,806	$25.70M	4.7%	-0.1%	0.266%
7/22/2024	Summit Global Investments	18,399	$940K	0.1%	N/A	0.010%
7/20/2024	First Citizens Bank & Trust Co.	4,926	$252K	0.0%	-59.6%	0.003%
7/20/2024	Neo Ivy Capital Management	129,920	$6.64M	1.3%	N/A	0.069%
7/20/2024	First Horizon Advisors Inc.	87,017	$4.45M	0.1%	-1.3%	0.046%
7/20/2024	Nisa Investment Advisors LLC	41,807	$2.14M	0.0%	+1.2%	0.022%
7/19/2024	BTC Capital Management Inc.	79,119	$4.04M	0.4%	-17.7%	0.042%
7/19/2024	Lifestyle Asset Management Inc.	18,857	$964K	0.6%	-9.0%	0.010%
7/19/2024	Raymond James & Associates	194,978	$9.97M	0.0%	+10.9%	0.103%
7/19/2024	Sumitomo Mitsui Trust Holdings Inc.	6,200	$317K	0.0%	-85.2%	0.003%
7/18/2024	Blue Trust Inc.	4,861	$261K	0.0%	+173.9%	0.003%
7/18/2024	Naples Global Advisors LLC	36,769	$1.88M	0.2%	-3.7%	0.019%
7/18/2024	Assenagon Asset Management S.A.	261,734	$13.38M	0.0%	-66.4%	0.138%
7/17/2024	Wedge Capital Management L L P NC	872,808	$44.61M	0.8%	+8.0%	0.461%
7/16/2024	Envestnet Portfolio Solutions Inc.	4,279	$219K	0.0%	N/A	0.002%
7/16/2024	GPS Wealth Strategies Group LLC	20,921	$1.07M	0.2%	-6.0%	0.011%
7/16/2024	V Square Quantitative Management LLC	508	$26K	0.0%	N/A	0.000%
7/16/2024	Wealth Enhancement Advisory Services LLC	28,765	$1.47M	0.0%	+20.1%	0.015%
7/16/2024	M&G Plc	187,121	$9.54M	0.1%	+12.4%	0.099%
7/16/2024	Wedmont Private Capital	9,780	$508K	0.0%	+82.9%	0.005%
7/15/2024	D. Scott Neal Inc.	292,952	$14.97M	8.3%	+30.2%	0.155%
7/15/2024	Securian Asset Management Inc.	14,198	$726K	0.0%	-5.0%	0.007%
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7/15/2024	Artemis Investment Management LLP	208,087	$10.64M	0.1%	+28.6%	0.110%
7/12/2024	Gateway Investment Advisers LLC	250,264	$12.79M	0.1%	-0.2%	0.132%
7/12/2024	QRG Capital Management Inc.	12,786	$654K	0.0%	+1.8%	0.007%
7/11/2024	Clarius Group LLC	7,746	$396K	0.0%	-7.1%	0.004%
7/10/2024	Csenge Advisory Group	10,390	$531K	0.0%	-15.3%	0.005%
7/10/2024	Founders Capital Management	600	$31K	0.0%	-71.0%	0.000%
7/10/2024	Simplicity Wealth LLC	6,307	$322K	0.0%	+11.7%	0.003%
7/10/2024	Valeo Financial Advisors LLC	5,282	$270K	0.0%	N/A	0.003%
7/10/2024	CWM LLC	10,305	$527K	0.0%	+33.8%	0.005%
7/9/2024	Park Avenue Securities LLC	13,306	$680K	0.0%	-4.8%	0.007%
7/8/2024	Bank & Trust Co	2,834	$145K	0.1%	N/A	0.001%
7/8/2024	Boston Common Asset Management LLC	78,663	$4.02M	0.1%	-13.8%	0.042%
7/8/2024	Versant Capital Management Inc	503	$26K	0.0%	+361.5%	0.000%
7/5/2024	Polianta Ltd	21,300	$1.09M	0.6%	-2.7%	0.011%
7/2/2024	GAMMA Investing LLC	5,867	$300K	0.0%	+91.0%	0.003%
6/13/2024	Keynote Financial Services LLC	19,780	$1.06M	0.9%	N/A	0.010%
6/4/2024	DekaBank Deutsche Girozentrale	250,712	$13.39M	0.0%	+57.0%	0.132%
5/29/2024	Pathway Financial Advisers LLC	1,383	$74K	0.0%	N/A	0.001%
5/24/2024	Cetera Advisors LLC	13,105	$703K	0.0%	N/A	0.007%
5/24/2024	Cetera Investment Advisers	32,989	$1.77M	0.0%	+33.9%	0.017%
5/22/2024	Burney Co.	128,192	$6.88M	0.3%	-1.2%	0.068%
5/20/2024	Algebris UK Ltd	113,955	$5.67M	2.5%	-17.3%	0.060%
5/17/2024	XML Financial LLC	19,630	$1.05M	0.1%	+1.3%	0.010%
5/17/2024	Comerica Bank	137,687	$7.39M	0.0%	+1.2%	0.073%
5/17/2024	Hancock Whitney Corp	38,771	$2.08M	0.1%	-85.5%	0.020%
5/17/2024	Tidal Investments LLC	64,008	$3.44M	0.1%	+80.7%	0.034%
5/16/2024	California State Teachers Retirement System	196,819	$10.56M	0.0%	-5.7%	0.104%
5/16/2024	B. Riley Wealth Advisors Inc.	12,763	$628K	0.0%	+175.5%	0.007%
5/16/2024	Virtus Investment Advisers Inc.	9,005	$483K	0.3%	-39.3%	0.005%
5/16/2024	Jacobs Levy Equity Management Inc.	182,155	$9.77M	0.0%	+1.7%	0.096%
5/16/2024	Janus Henderson Group PLC	107,682	$5.78M	0.0%	+15.8%	0.057%
5/16/2024	Caxton Associates LP	4,838	$260K	0.0%	N/A	0.003%
5/15/2024	SVB Wealth LLC	4,308	$231K	0.0%	-11.8%	0.002%
5/15/2024	Public Employees Retirement System of Ohio	82,746	$4.44M	0.0%	-9.6%	0.044%
5/15/2024	Public Employees Retirement Association of Colorado	21,560	$1.16M	0.0%	-2.6%	0.011%
5/15/2024	Price T Rowe Associates Inc. MD	105,831	$5.68M	0.0%	+5.3%	0.056%
5/15/2024	BOKF NA	41,779	$2.25M	0.0%	+1.6%	0.022%
5/15/2024	Lazard Asset Management LLC	411,467	$22.08M	0.0%	+20.5%	0.217%
5/15/2024	Quadrature Capital Ltd	21,063	$1.13M	0.0%	N/A	0.011%
5/14/2024	Toronto Dominion Bank	32,200	$1.73M	0.0%	-5.0%	0.017%
5/14/2024	Delap Wealth Advisory LLC	4,438	$238K	0.1%	N/A	0.002%
5/14/2024	Sculati Wealth Management LLC	35,600	$1.91M	0.8%	+39.1%	0.019%
5/14/2024	Shell Asset Management Co.	16,513	$886K	0.0%	+15.3%	0.009%
5/14/2024	Natixis	113,151	$6.07M	0.0%	-18.1%	0.060%
5/14/2024	CANADA LIFE ASSURANCE Co	162,545	$8.73M	0.0%	+4.3%	0.086%
5/14/2024	American International Group Inc.	240,732	$12.92M	0.0%	-2.8%	0.127%
5/14/2024	Lake Street Advisors Group LLC	4,595	$247K	0.0%	N/A	0.002%
5/13/2024	Seven Eight Capital LP	6,803	$365K	0.0%	N/A	0.004%
5/13/2024	O Shaughnessy Asset Management LLC	131,988	$7.08M	0.1%	-2.8%	0.070%
5/13/2024	Ameritas Investment Partners Inc.	65,289	$3.50M	0.1%	-0.6%	0.034%
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5/11/2024	Covestor Ltd	2,006	$108K	0.1%	+27.4%	0.001%
5/11/2024	Edgestream Partners L.P.	102,439	$5.50M	0.3%	N/A	0.054%
5/11/2024	Patten & Patten Inc. TN	14,207	$762K	0.1%	+16.3%	0.008%
5/10/2024	Donald Smith & CO. Inc.	3,663,112	$196.56M	4.6%	-0.7%	1.934%
5/10/2024	Osaic Holdings Inc.	158,187	$8.49M	0.0%	-40.9%	0.084%
5/10/2024	Acadian Asset Management LLC	115,835	$6.21M	0.0%	-85.9%	0.061%
5/10/2024	Vanguard Group Inc.	20,332,276	$1.09B	0.0%	-1.3%	10.736%
5/10/2024	Intech Investment Management LLC	5,032	$270K	0.0%	-44.0%	0.003%
5/10/2024	Mitsubishi UFJ Trust & Banking Corp	140,686	$7.58M	0.0%	+24.7%	0.074%
5/10/2024	Councilmark Asset Management LLC	21,800	$1.17M	0.8%	N/A	0.012%

(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, 568 institutional investors and hedge funds held shares of Unum Group. The most heavily invested institutionals were BlackRock Inc. ($1.10B), Vanguard Group Inc. ($1.09B), FMR LLC ($619.09M), Norges Bank ($590.49M), Dimensional Fund Advisors LP ($243.78M), Donald Smith & CO. Inc. ($196.56M), and Charles Schwab Investment Management Inc. ($188.23M).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 478 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 ($3.05M), Assenagon Asset Management S.A. ($1.45M), Assetmark Inc. ($1.30M), AQR Capital Management LLC ($1.29M), Victory Capital Management Inc. ($1.07M), and Boone Capital Management LLC ($961.66K).

How much institutional buying is happening at Unum Group?: Institutional investors have bought a total of 50,618,316 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 328 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), Acadian Asset Management LLC ($1.64M), and BlackRock Inc. ($1.62M).
How much institutional selling is happening at Unum Group?: Institutional investors have sold a total of 39,906,757 shares in the last 24 months. This volume of shares sold represents approximately $1.67B in transactions.