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Unum Group (UNM) Institutional Ownership

+0.31 (+0.59%)
(As of 05/24/2024 ET)

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

Institutional Ownership
Number of
Institutional Buyers
(last 12 months)
Institutional Inflows
(last 12 months)
Number of
Institutional Sellers
(last 12 months)
Institutional Outflows
(last 12 months)
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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
5/24/2024 Cetera Advisors LLC13,105$703K0.0%N/A0.007%
5/24/2024 Cetera Investment Advisers32,989$1.77M0.0%+33.9%0.017%
5/22/2024 Burney Co.128,192$6.88M0.3%-1.2%0.068%
5/20/2024 Algebris UK Ltd113,955$5.67M2.5%-17.3%0.060%
5/17/2024 XML Financial LLC19,630$1.05M0.1%+1.3%0.010%
5/17/2024 Comerica Bank137,687$7.39M0.0%+1.2%0.073%
5/17/2024 Hancock Whitney Corp38,771$2.08M0.1%-85.5%0.020%
5/17/2024 Tidal Investments LLC64,008$3.44M0.1%+80.7%0.034%
5/16/2024 California State Teachers Retirement System196,819$10.56M0.0%-5.7%0.104%
5/16/2024 B. Riley Wealth Advisors Inc.12,763$628K0.0%+175.5%0.007%
5/16/2024 Virtus Investment Advisers Inc.9,005$483K0.3%-39.3%0.005%
5/16/2024 Jacobs Levy Equity Management Inc.182,155$9.77M0.0%+1.7%0.096%
5/16/2024 Janus Henderson Group PLC107,682$5.78M0.0%+15.8%0.057%
5/16/2024 Caxton Associates LP4,838$260K0.0%N/A0.003%
5/15/2024 SVB Wealth LLC4,308$231K0.0%-11.8%0.002%
5/15/2024 Public Employees Retirement System of Ohio82,746$4.44M0.0%-9.6%0.044%
5/15/2024 Public Employees Retirement Association of Colorado21,560$1.16M0.0%-2.6%0.011%
5/15/2024 Price T Rowe Associates Inc. MD105,831$5.68M0.0%+5.3%0.056%
5/15/2024 BOKF NA41,779$2.25M0.0%+1.6%0.022%
5/15/2024 Lazard Asset Management LLC411,467$22.08M0.0%+20.5%0.217%
5/15/2024 Quadrature Capital Ltd21,063$1.13M0.0%N/A0.011%
5/14/2024 Toronto Dominion Bank32,200$1.73M0.0%-5.0%0.017%
5/14/2024 Delap Wealth Advisory LLC4,438$238K0.1%N/A0.002%
5/14/2024 Sculati Wealth Management LLC35,600$1.91M0.8%+39.1%0.019%
5/14/2024 Shell Asset Management Co.16,513$886K0.0%+15.3%0.009%
5/14/2024 Natixis113,151$6.07M0.0%-18.1%0.060%
5/14/2024 CANADA LIFE ASSURANCE Co162,545$8.73M0.0%+4.3%0.086%
5/14/2024 American International Group Inc.240,732$12.92M0.0%-2.8%0.127%
5/14/2024 Lake Street Advisors Group LLC4,595$247K0.0%N/A0.002%
5/13/2024 Seven Eight Capital LP6,803$365K0.0%N/A0.004%
5/13/2024 O Shaughnessy Asset Management LLC131,988$7.08M0.1%-2.8%0.070%
5/13/2024 Ameritas Investment Partners Inc.65,289$3.50M0.1%-0.6%0.034%
5/11/2024 Covestor Ltd2,006$108K0.1%+27.4%0.001%
5/11/2024 Edgestream Partners L.P.102,439$5.50M0.3%N/A0.054%
5/11/2024 Patten & Patten Inc. TN14,207$762K0.1%+16.3%0.008%
5/10/2024 Donald Smith & CO. Inc.3,663,112$196.56M4.6%-0.7%1.934%
5/10/2024 Osaic Holdings Inc.158,187$8.49M0.0%-40.9%0.084%
5/10/2024 Acadian Asset Management LLC115,835$6.21M0.0%-85.9%0.061%
5/10/2024 Vanguard Group Inc.20,332,276$1.09B0.0%-1.3%10.736%
5/10/2024 Intech Investment Management LLC5,032$270K0.0%-44.0%0.003%
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5/10/2024 Mitsubishi UFJ Trust & Banking Corp140,686$7.58M0.0%+24.7%0.074%
5/10/2024 Councilmark Asset Management LLC21,800$1.17M0.8%N/A0.012%
5/10/2024 M&G Plc166,446$8.99M0.1%N/A0.088%
5/9/2024 Kingsview Wealth Management LLC4,974$267K0.0%-25.8%0.003%
5/9/2024 State Board of Administration of Florida Retirement System177,593$9.53M0.0%+8.0%0.094%
5/8/2024 Bleakley Financial Group LLC5,645$303K0.0%+5.3%0.003%
5/8/2024 Neumann Capital Management LLC18,983$1.02M0.4%+36.7%0.010%
5/8/2024 ProShare Advisors LLC636,320$34.15M0.1%+6,498.1%0.336%
5/8/2024 US Bancorp DE93,398$5.01M0.0%-3.1%0.049%
5/8/2024 Russell Investments Group Ltd.136,289$7.31M0.0%-39.7%0.072%
5/8/2024 Qsemble Capital Management LP20,420$1.10M0.2%N/A0.011%
5/8/2024 QRG Capital Management Inc.12,560$674K0.0%+3.1%0.007%
5/7/2024 Meeder Advisory Services Inc.4,062$218K0.0%N/A0.002%
5/7/2024 NorthRock Partners LLC3,840$206K0.0%-13.5%0.002%
5/7/2024 Sei Investments Co.377,627$20.26M0.0%+105.8%0.199%
5/7/2024 Concurrent Investment Advisors LLC16,504$886K0.0%-2.8%0.009%
5/7/2024 Swiss National Bank385,100$20.66M0.0%-0.1%0.203%
5/7/2024 Algebris UK Ltd113,955$5.67M1.5%-17.3%0.060%
5/7/2024 Oppenheimer & Co. Inc.14,918$800K0.0%-24.5%0.008%
5/7/2024 Brooklyn Investment Group6,395$344K0.1%-3.9%0.003%
5/7/2024 AIA Group Ltd21,672$1.16M0.0%N/A0.011%
5/6/2024 Quantbot Technologies LP29,048$1.56M0.1%-74.4%0.015%
5/6/2024 LSV Asset Management2,900,320$155.63M0.3%-1.0%1.531%
5/6/2024 Duality Advisers LP40,864$2.19M0.2%+22.4%0.022%
5/6/2024 Texas Permanent School Fund Corp159,106$8.54M0.1%+0.5%0.084%
5/4/2024 WBI Investments LLC136,143$7.31M1.5%+539.6%0.071%
5/4/2024 Team Hewins LLC4,750$255K0.0%-4.6%0.002%
5/4/2024 Paulson Wealth Management Inc.5,463$293K0.1%-5.6%0.003%
5/3/2024 Signaturefd LLC19,773$1.06M0.0%-14.5%0.010%
5/3/2024 TFB Advisors LLC8,456$439K0.2%+75.3%0.004%
5/3/2024 Callan Capital LLC4,412$237K0.0%N/A0.002%
5/3/2024 GSA Capital Partners LLP10,073$541K0.0%-61.1%0.005%
5/3/2024 BI Asset Management Fondsmaeglerselskab A S13,679$734K0.0%-19.1%0.007%
5/2/2024 Salomon & Ludwin LLC515$28K0.0%N/A0.000%
5/2/2024 Mutual of America Capital Management LLC108,320$5.81M0.1%-4.6%0.056%
5/2/2024 FORA Capital LLC19,741$1.06M0.1%N/A0.010%
5/2/2024 FinTrust Capital Advisors LLC1,457$78K0.0%+20.4%0.001%
5/2/2024 Daiwa Securities Group Inc.5,800$311K0.0%+625.0%0.003%
5/2/2024 Nordea Investment Management AB2,961,539$158.59M0.2%+51.7%1.543%
5/2/2024 Fidelis Capital Partners LLC2,402$129K0.0%N/A0.001%
5/2/2024 Hussman Strategic Advisors Inc.52,500$2.82M0.7%+4.2%0.027%
5/2/2024 Schulhoff & Co. Inc.4,000$215K0.1%N/A0.002%
5/1/2024 Janney Montgomery Scott LLC60,195$3.23M0.0%+3.9%0.031%
5/1/2024 BNP Paribas Financial Markets34,606$1.86M0.0%+116.3%0.018%
5/1/2024 Mirae Asset Global Investments Co. Ltd.78,514$4.15M0.0%+54.2%0.041%
4/30/2024 Private Advisor Group LLC29,044$1.56M0.0%-18.9%0.015%
4/30/2024 J.W. Cole Advisors Inc.7,824$420K0.0%-3.3%0.004%
4/30/2024 Hartline Investment Corp4,962$266K0.0%N/A0.003%
4/30/2024 Retirement Systems of Alabama520,390$27.92M0.1%-0.3%0.271%
4/30/2024 Norden Group LLC27,015$1.45M0.1%N/A0.014%
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4/30/2024 Vest Financial LLC15,883$852K0.0%+192.2%0.008%
4/30/2024 Caprock Group LLC6,725$361K0.0%-16.0%0.004%
4/30/2024 Naples Global Advisors LLC38,166$2.05M0.2%+1.3%0.020%
4/30/2024 Allspring Global Investments Holdings LLC328,063$17.60M0.0%+55.8%0.171%
4/29/2024Commonwealth Equity Services LLC49,325$2.65M0.0%-10.8%0.026%
4/29/2024 Greenleaf Trust11,204$601K0.0%-30.1%0.006%
4/29/2024 Principal Financial Group Inc.686,154$36.82M0.0%+1.7%0.358%
4/29/2024 Benjamin F. Edwards & Company Inc.9,909$532K0.0%+543.4%0.005%
4/26/2024 Securian Asset Management Inc.14,950$802K0.0%-3.4%0.008%
4/26/2024 Yousif Capital Management LLC86,528$4.64M0.1%-3.2%0.045%
(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, 556 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 471 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 Wedge Capital Management L L P NC ($1.02M).

How much institutional buying is happening at Unum Group?

Institutional investors have bought a total of 51,566,793 shares in the last 24 months. This purchase volume represents approximately $2.24B in transactions.

Which Unum Group major shareholders have been selling company stock?

Of the 325 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 39,381,761 shares in the last 24 months. This volume of shares sold represents approximately $1.64B in transactions.

This page (NYSE:UNM) was last updated on 5/25/2024 by Staff

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