Unum Group (UNM) Institutional Ownership

$83.55 -0.62 (-0.74%)

As of 01:03 PM Eastern

Current Institutional Ownership Percentage: 86.57%
Number of Institutional Buyers (last 12 months): 430
Total Institutional Inflows (last 12 months): $3.68B

Number of Institutional Sellers (last 12 months): 372
Total Institutional Outflows (last 12 months): $1.89B

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UNM Institutional Buying and Selling by Quarter

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
6/3/2026	Parallel Advisors LLC	5,079	$371K	0.0%	+70.0%	0.003%
6/3/2026	NewEdge Advisors LLC	5,645	$412K	0.0%	-5.9%	0.004%
6/1/2026	Keel Point LLC	10,959	$800K	0.1%	-1.7%	0.007%
5/26/2026	Glenmede Trust Co. NA	36,259	$2.65M	0.0%	-25.0%	0.023%
5/19/2026	Western Wealth Management LLC	1,000	$73K	0.0%	N/A	0.001%
5/19/2026	Bank of America Corp DE	580,230	$42.37M	0.0%	+18.5%	0.363%
5/19/2026	Kentucky Retirement Systems	21,562	$1.58M	0.1%	N/A	0.013%
5/19/2026	Janus Henderson Group PLC	104,373	$7.63M	0.0%	-3.2%	0.065%
5/19/2026	Arkadios Wealth Advisors	5,459	$399K	0.0%	+3.0%	0.003%
5/19/2026	South Dakota Investment Council	169,405	$12.37M	0.2%	-2.6%	0.106%
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5/18/2026	Amundi	27,444	$2.00M	0.0%	-89.2%	0.017%
5/18/2026	California State Teachers Retirement System	188,283	$13.75M	0.0%	+22.6%	0.118%
5/18/2026	Royal Bank of Canada	1,035,394	$75.62M	0.0%	-8.4%	0.648%
5/18/2026	Empowered Funds LLC	26,139	$1.91M	0.0%	+1,099.0%	0.016%
5/16/2026	The Manufacturers Life Insurance Company	229,558	$16.77M	0.0%	-2.1%	0.144%
5/16/2026	Quantinno Capital Management LP	754,335	$55.09M	0.1%	+14.6%	0.472%
5/16/2026	SummitTX Capital L.P.	28,914	$2.11M	0.1%	N/A	0.018%
5/16/2026	Lazard Asset Management LLC	251,221	$18.35M	0.0%	+346.6%	0.157%
5/14/2026	Healthcare of Ontario Pension Plan Trust Fund	77,928	$5.69M	0.0%	N/A	0.049%
5/14/2026	Renaissance Technologies LLC	96,500	$7.05M	0.0%	N/A	0.060%
5/14/2026	Public Employees Retirement System of Ohio	52,178	$3.81M	0.0%	-54.6%	0.033%
5/14/2026	Compound Planning Inc.	4,672	$341K	0.0%	-11.9%	0.003%
5/14/2026	Arrowstreet Capital Limited Partnership	631,694	$46.13M	0.0%	+21.2%	0.395%
5/14/2026	Caxton Associates LLP	27,767	$2.03M	0.0%	+6.1%	0.017%
5/14/2026	Inceptionr LLC	5,495	$401K	0.1%	-51.7%	0.003%
5/14/2026	Bank of Nova Scotia	34,800	$2.54M	0.0%	N/A	0.022%
5/14/2026	Sei Investments Co.	608,586	$44.45M	0.0%	+9.9%	0.381%
5/14/2026	Keynote Financial Services LLC	17,441	$1.27M	0.7%	+7.1%	0.011%
5/14/2026	Lido Advisors LLC	10,183	$744K	0.0%	+86.5%	0.006%
5/14/2026	State of Wyoming	1,792	$131K	0.0%	-77.8%	0.001%
5/13/2026	Cetera Investment Advisers	59,540	$4.35M	0.0%	+1.5%	0.037%
5/13/2026	NewEdge Wealth LLC	3,554	$260K	0.0%	-28.0%	0.002%
5/13/2026	First Citizens Bank & Trust Co.	20,225	$1.48M	0.0%	-4.3%	0.013%
5/13/2026	CI Investments Inc.	81,406	$5.95M	0.0%	+13.6%	0.051%
5/13/2026	First Trust Advisors LP	3,247,940	$237.20M	0.2%	-30.6%	2.033%
5/8/2026	PNC Financial Services Group Inc.	30,018	$2.19M	0.0%	+0.9%	0.019%
5/8/2026	Cassaday & Co Wealth Management LLC	953	$70K	0.0%	N/A	0.001%
5/7/2026	Commonwealth Financial Services LLC	4,047	$296K	0.0%	N/A	0.003%
5/7/2026	Dimensional Fund Advisors LP	4,084,382	$298.29M	0.1%	+7.7%	2.556%
5/7/2026	Parallel Advisors LLC	5,079	$371K	0.0%	+70.0%	0.003%
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5/7/2026	Swiss National Bank	314,500	$22.97M	0.0%	-1.4%	0.197%
5/6/2026	Aviance Capital Partners LLC	27,816	$2.03M	0.2%	-7.4%	0.017%
5/6/2026	California Public Employees Retirement System	420,646	$30.72M	0.0%	-8.8%	0.263%
5/6/2026	Kera Capital Partners Inc.	7,656	$559K	0.1%	+25.6%	0.005%
5/6/2026	Assetmark Inc.	13,030	$952K	0.0%	+3.4%	0.008%
5/6/2026	Allspring Global Investments Holdings LLC	446,650	$32.99M	0.1%	-22.3%	0.280%
5/6/2026	Prosperity Consulting Group LLC	8,157	$596K	0.0%	+1.6%	0.005%
5/5/2026	Evergreen Advisors LLC	1,000	$73K	0.0%	N/A	0.001%
5/5/2026	Wealthfront Advisers LLC	77,134	$5.63M	0.0%	-2.1%	0.048%
5/5/2026	D.A. Davidson & CO.	7,922	$579K	0.0%	+1.9%	0.005%
5/5/2026	Bank of New York Mellon Corp	1,302,397	$95.11M	0.0%	-22.0%	0.809%
5/5/2026	Illinois Municipal Retirement Fund	66,981	$4.89M	0.1%	-20.8%	0.042%
5/5/2026	Livforsakringsbolaget Skandia Omsesidigt	92,700	$6.77M	0.3%	+10.1%	0.058%
5/5/2026	Sanctuary Advisors LLC	5,930	$433K	0.0%	+84.5%	0.004%
5/4/2026	Calamos Wealth Management LLC	3,925	$287K	0.0%	N/A	0.002%
5/4/2026	Calamos Advisors LLC	3,925	$287K	0.0%	N/A	0.002%
5/4/2026	Empirical Financial Services LLC d.b.a. Empirical Wealth Management	14,589	$1.07M	0.0%	+44.6%	0.009%
5/4/2026	State of Michigan Retirement System	36,700	$2.68M	0.0%	+0.8%	0.023%
5/4/2026	Principal Financial Group Inc.	340,538	$24.87M	0.0%	+2.7%	0.213%
5/4/2026	Chicago Partners Investment Group LLC	11,331	$876K	0.0%	+2.5%	0.007%
5/2/2026	International Assets Investment Management LLC	750	$55K	0.0%	N/A	0.000%
5/1/2026	Commonwealth of Pennsylvania Public School Empls Retrmt SYS	38,196	$2.79M	0.0%	-0.8%	0.024%
5/1/2026	Midwest Trust Co	2,874	$210K	0.0%	-11.8%	0.002%
5/1/2026	Fifth Third Bancorp	80,763	$5.90M	0.0%	+3,508.7%	0.050%
5/1/2026	Barnett & Company Inc.	122,063	$8.91M	6.9%	-2.4%	0.076%
5/1/2026	Sequoia Financial Advisors LLC	35,745	$2.61M	0.0%	+22.0%	0.022%
5/1/2026	DMC Group LLC	11,529	$842K	0.6%	+1.7%	0.007%
4/30/2026	Hsbc Holdings PLC	14,315	$1.05M	0.0%	+27.1%	0.009%
4/30/2026	Waterfront Wealth Inc.	37,387	$2.73M	0.5%	+17.2%	0.023%
4/30/2026	First Horizon Corp	5,108	$373K	0.0%	-6.2%	0.003%
4/30/2026	Kestra Advisory Services LLC	8,352	$610K	0.0%	-11.2%	0.005%
4/30/2026	WPG Advisers LLC	1,156	$84K	0.1%	-13.1%	0.001%
4/30/2026	Greenwood Capital Associates LLC	8,978	$656K	0.1%	N/A	0.006%
4/30/2026	Oregon Public Employees Retirement Fund	31,283	$2.29M	0.0%	+1.6%	0.019%
4/29/2026	Childress Capital Advisors LLC	3,416	$249K	0.0%	-6.9%	0.002%
4/29/2026	R Squared Ltd	5,410	$395K	0.2%	-14.6%	0.003%
4/29/2026	Burney Co.	34,683	$2.53M	0.1%	-51.8%	0.022%
4/29/2026	Swedbank AB	496,077	$36.23M	0.0%	+6.1%	0.308%
4/29/2026	Integrated Advisors Network LLC	3,363	$246K	0.0%	N/A	0.002%
4/28/2026	DGS Capital Management LLC	34,512	$2.52M	0.4%	-15.8%	0.021%
4/28/2026	Stephens Inc. AR	19,375	$1.49M	0.0%	+18.3%	0.012%
4/28/2026	Parrish Capital LLC	14,281	$1.04M	0.9%	+2.6%	0.009%
4/28/2026	Praxis Investment Management Inc.	4,937	$361K	0.0%	+5.7%	0.003%
4/28/2026	QRG Capital Management Inc.	12,955	$946K	0.0%	+7.7%	0.008%
4/27/2026	HB Wealth Management LLC	16,112	$1.18M	0.0%	+17.8%	0.010%
4/27/2026	Baer Investment Advisory LLC	2,913	$213K	0.0%	N/A	0.002%
4/27/2026	New York State Teachers Retirement System	166,452	$12.16M	0.0%	-4.7%	0.103%
4/27/2026	Private Advisor Group LLC	8,581	$627K	0.0%	-3.2%	0.005%
4/27/2026	Optas LLC	8,503	$621K	0.1%	+188.7%	0.005%
4/27/2026	Y Intercept Hong Kong Ltd	53,908	$3.94M	0.1%	+16.1%	0.033%
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4/25/2026	Strs Ohio	39,972	$2.92M	0.0%	+887.2%	0.025%
4/24/2026	Root Financial Partners LLC	1,265	$92K	0.0%	+15.1%	0.001%
4/23/2026	Klein Pavlis & Peasley Financial Inc.	29,600	$2.16M	1.2%	+2.6%	0.018%
4/22/2026	Patriot Financial Group Insurance Agency LLC	9,182	$671K	0.0%	+101.7%	0.006%
4/22/2026	Janney Montgomery Scott LLC	40,255	$2.94M	0.0%	-6.4%	0.025%
4/22/2026	apricus wealth LLC	38,415	$2.81M	1.4%	+4.2%	0.024%
4/22/2026	Pictet Asset Management Holding SA	25,706	$1.88M	0.0%	+8.2%	0.016%
4/22/2026	Sterling Capital Management LLC	5,599	$409K	0.0%	-44.1%	0.003%
4/21/2026	Aaron Wealth Advisors LLC	5,725	$418K	0.0%	-46.7%	0.004%
4/21/2026	Foster & Motley Inc.	123,907	$9.05M	0.5%	+0.5%	0.077%

UNM Institutional Ownership - Frequently Asked Questions

During the previous two years, 789 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 660 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 46,761,516 shares in the last 24 months. This purchase volume represents approximately $3.68B in transactions.

Of the 371 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), Assenagon Asset Management S.A. ($807.21K), Invesco Ltd. ($631.44K), and Arrowstreet Capital Limited Partnership ($616.48K).

Institutional investors have sold a total of 24,172,095 shares in the last 24 months. This volume of shares sold represents approximately $1.89B in transactions.

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This page (NYSE:UNM) was last updated on 6/3/2026 by MarketBeat.com Staff.

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Unum Group (UNM) Institutional Ownership

UNM Institutional Buying and Selling by Quarter

Unum Group Major Shareholders & Ownership History

UNM Institutional Ownership - Frequently Asked Questions

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Unum Group (UNM) Institutional Ownership

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

UNM Institutional Buying and Selling by Quarter

Unum Group Major Shareholders & Ownership History

UNM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UNM shares?

What percentage of Unum Group's stock is owned by institutional investors?

Which institutional investors have been buying Unum Group's stock?

How much institutional buying is happening at Unum Group?

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

How much institutional selling is happening at Unum Group?

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