Unum Group (UNM) Institutional Ownership

$94.20 -0.11 (-0.11%)

Closing price 09/11/2026 03:58 PM Eastern

Extended Trading

$93.82 -0.39 (-0.41%)

As of 09/11/2026 07:30 PM Eastern

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Current Institutional Ownership Percentage: 86.57%
Number of Institutional Buyers (last 12 months): 397
Total Institutional Inflows (last 12 months): $4.09B

Number of Institutional Sellers (last 12 months): 317
Total Institutional Outflows (last 12 months): $1.38B

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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
9/9/2026	The Manufacturers Life Insurance Company	226,519	$20.25M	0.0%	-1.3%	0.143%
9/9/2026	Sequoia Financial Advisors LLC	35,364	$3.16M	0.0%	-1.1%	0.022%
9/9/2026	Tidal Investments LLC	14,062	$1.26M	0.0%	+87.0%	0.009%
9/9/2026	Engineers Gate Manager LP	260,395	$23.28M	0.3%	-3.8%	0.164%
9/9/2026	Integrated Wealth Concepts LLC	11,810	$1.06M	0.0%	+11.1%	0.007%
9/9/2026	RFG Advisory LLC	2,272	$203K	0.0%	N/A	0.001%
9/9/2026	NewEdge Advisors LLC	6,230	$557K	0.0%	+10.4%	0.004%
9/9/2026	IFP Advisors Inc	1,741	$156K	0.0%	-48.1%	0.001%
9/9/2026	Baird Financial Group Inc.	15,016	$1.34M	0.0%	+107.4%	0.009%
9/8/2026	Allworth Financial LP	5,588	$500K	0.0%	+35.2%	0.004%
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9/8/2026	Arizona State Retirement System	40,105	$3.59M	0.0%	-8.2%	0.025%
9/8/2026	West Family Investments Inc.	2,764	$247K	0.1%	N/A	0.002%
9/8/2026	Waverly Advisors LLC	3,952	$353K	0.0%	N/A	0.002%
9/8/2026	Paragon Capital Management Ltd	2,631	$235K	0.0%	N/A	0.002%
9/8/2026	Nykredit A S	6,189	$553K	0.0%	N/A	0.004%
9/2/2026	Allianz Asset Management GmbH	462,851	$41.38M	0.0%	+0.5%	0.292%
9/1/2026	Parrish Capital LLC	12,427	$1.11M	0.9%	-13.0%	0.008%
8/27/2026	Corient Private Wealth LP	133,576	$11.94M	0.0%	-35.6%	0.084%
8/26/2026	Amundi	340,443	$30.44M	0.0%	+1,140.5%	0.215%
8/26/2026	HighTower Advisors LLC	101,279	$9.05M	0.0%	-8.4%	0.064%
8/25/2026	VIRGINIA RETIREMENT SYSTEMS ET Al	202,416	$18.10M	0.1%	N/A	0.128%
8/24/2026	California State Teachers Retirement System	15,097,514	$1.35B	0.0%	+7,918.5%	9.537%
8/23/2026	DMC Group LLC	9,972	$891K	0.6%	-13.5%	0.006%
8/23/2026	Wedmont Private Capital	11,963	$1.05M	0.0%	+2.1%	0.008%
8/23/2026	HB Wealth Management LLC	18,464	$1.65M	0.0%	+14.6%	0.012%
8/22/2026	Syon Capital LLC	8,759	$783K	0.0%	+26.8%	0.006%
8/22/2026	TD Waterhouse Canada Inc.	4,904	$448K	0.0%	+138.1%	0.003%
8/22/2026	Concurrent Investment Advisors LLC	25,910	$2.32M	0.0%	+0.8%	0.016%
8/21/2026	AXQ Capital LP	27,924	$2.50M	0.3%	+266.3%	0.018%
8/21/2026	Continuum Advisory LLC	1,993	$178K	0.0%	N/A	0.001%
8/21/2026	Nykredit A S	6,189	$553K	0.0%	N/A	0.004%
8/21/2026	XML Financial LLC	13,555	$1.21M	0.1%	-1.5%	0.009%
8/21/2026	Investors Research Corp	21,301	$1.90M	0.3%	-9.0%	0.013%
8/20/2026	Proficio Capital Partners LLC	2,977	$266K	0.0%	N/A	0.002%
8/20/2026	Ancora Advisors LLC	433	$39K	0.0%	-53.0%	0.000%
8/20/2026	Sigma Planning Corp	2,809	$251K	0.0%	-6.5%	0.002%
8/20/2026	Benjamin Edwards Inc.	13,661	$1.22M	0.0%	-5.6%	0.009%
8/20/2026	Alyeska Investment Group L.P.	323,378	$28.91M	0.1%	-37.0%	0.204%
8/20/2026	Northwestern Mutual Wealth Management Co.	2,842	$254K	0.0%	+21.6%	0.002%
8/20/2026	Wedbush Securities Inc.	4,519	$404K	0.0%	-14.0%	0.003%
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8/20/2026	Greenleaf Trust	10,781	$964K	0.0%	+3.2%	0.007%
8/19/2026	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	508,944	$45.50M	0.0%	-6.5%	0.321%
8/19/2026	Hsbc Holdings PLC	22,358	$2.01M	0.0%	+56.2%	0.014%
8/19/2026	Wellington Management Group LLP	287,512	$25.70M	0.0%	-21.1%	0.182%
8/19/2026	Kingsview Wealth Management LLC	7,118	$636K	0.0%	N/A	0.004%
8/18/2026	Beacon Pointe Advisors LLC	3,616	$323K	0.0%	N/A	0.002%
8/18/2026	Livforsakringsbolaget Skandia Omsesidigt	72,400	$6.47M	0.2%	N/A	0.046%
8/18/2026	Glenview Trust Co	5,893	$527K	0.0%	N/A	0.004%
8/18/2026	Empowered Funds LLC	9,144	$817K	0.0%	N/A	0.006%
8/18/2026	United Capital Financial Advisors LLC	15,085	$1.35M	0.0%	N/A	0.010%
8/18/2026	Brooks Moore & Associates Inc.	5,098	$456K	0.2%	N/A	0.003%
8/18/2026	Caitlin John LLC	1,500	$134K	0.1%	N/A	0.001%
8/18/2026	Jefferies Financial Group Inc.	9,590	$857K	0.0%	N/A	0.006%
8/18/2026	Public Employees Retirement System of Ohio	48,714	$4.36M	0.0%	N/A	0.031%
8/17/2026	Capstone Investment Advisors LLC	6,640	$594K	0.0%	N/A	0.004%
8/17/2026	Redwood Investment Management LLC	12,971	$1.16M	0.1%	N/A	0.008%
8/17/2026	Proficio Capital Partners LLC	2,977	$266K	0.0%	N/A	0.002%
8/17/2026	Corient Private Wealth LP	184,394	$12.06M	0.0%	N/A	0.116%
8/17/2026	Bank of America Corp DE	618,267	$55.27M	0.0%	N/A	0.391%
8/15/2026	Freestone Grove Partners LP	548,830	$49.07M	0.3%	N/A	0.347%
8/15/2026	Caisse de depot et placement du Quebec	108,000	$9.66M	0.0%	N/A	0.068%
8/15/2026	Man Group plc	77,861	$6.96M	0.0%	N/A	0.049%
8/15/2026	Jupiter Topco LLC	100,767	$9.01M	0.0%	N/A	0.064%
8/14/2026	Hsbc Holdings PLC	22,358	$2.01M	0.0%	N/A	0.014%
8/14/2026	Ancora Advisors LLC	433	$39K	0.0%	N/A	0.000%
8/14/2026	Canada Pension Plan Investment Board	940,681	$84.10M	0.0%	N/A	0.594%
8/14/2026	Legal & General Group Plc	220,109	$19.68M	0.0%	N/A	0.139%
8/14/2026	The Manufacturers Life Insurance Company	226,519	$20.25M	0.0%	N/A	0.143%
8/14/2026	Algert Global LLC	215,251	$19.24M	0.2%	-3.8%	0.136%
8/13/2026	Cibc World Market Inc.	58,387	$5.22M	0.0%	N/A	0.037%
8/13/2026	Leigh Baldwin & CO. LLC	2,640	$236K	0.1%	N/A	0.002%
8/13/2026	Sanctuary Advisors LLC	6,665	$596K	0.0%	N/A	0.004%
8/13/2026	Connor Clark & Lunn Investment Management Ltd.	144,848	$12.95M	0.0%	N/A	0.091%
8/13/2026	PEAK6 LLC	33,576	$3.00M	0.0%	N/A	0.021%
8/13/2026	Capital Square LLC	3,332	$292K	0.1%	N/A	0.002%
8/13/2026	Meiji Yasuda Asset Management Co Ltd.	3,402	$304K	0.0%	N/A	0.002%
8/13/2026	Bank of Nova Scotia	142,302	$12.72M	0.0%	N/A	0.090%
8/13/2026	Kendall Capital Management	31,695	$2.83M	0.5%	N/A	0.020%
8/12/2026	Elevation Point Wealth Partners LLC	5,883	$526K	0.0%	N/A	0.004%
8/12/2026	Commerce Bank	14,489	$1.30M	0.0%	N/A	0.009%
8/12/2026	Northwestern Mutual Wealth Management Co.	2,842	$254K	0.0%	N/A	0.002%
8/12/2026	Evolve Private Wealth LLC	2,790	$249K	0.0%	N/A	0.002%
8/12/2026	Emerald Investment Advisers LLC	3,746	$335K	0.0%	N/A	0.002%
8/12/2026	Landscape Capital Management L.L.C.	16,581	$1.48M	0.1%	N/A	0.010%
8/12/2026	EP Wealth Advisors LLC	8,606	$769K	0.0%	N/A	0.005%
8/12/2026	Ieq Capital LLC	86,700	$7.75M	0.0%	N/A	0.055%
8/12/2026	Callan Family Office LLC	6,795	$607K	0.0%	N/A	0.004%
8/11/2026	Donald Smith & CO. Inc.	649,485	$58.06M	1.0%	N/A	0.410%
8/11/2026	Allworth Financial LP	5,588	$500K	0.0%	N/A	0.004%
8/11/2026	LaSalle St. Investment Advisors LLC	3,531	$316K	0.0%	N/A	0.002%
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8/11/2026	Advisors Capital Management LLC	7,732	$691K	0.0%	N/A	0.005%
8/11/2026	MJP Associates Inc. ADV	3,032	$271K	0.0%	N/A	0.002%
8/11/2026	Vise Technologies Inc.	19,588	$1.75M	0.0%	N/A	0.012%
8/11/2026	Algebris UK Ltd.	397,355	$35.41M	2.3%	N/A	0.251%
8/10/2026	Csenge Advisory Group	5,214	$466K	0.0%	N/A	0.003%
8/10/2026	West Family Investments Inc.	2,764	$247K	0.1%	N/A	0.002%
8/10/2026	NewEdge Wealth LLC	4,864	$435K	0.0%	N/A	0.003%
8/10/2026	Empirical Asset Management LLC	4,206	$376K	0.1%	N/A	0.003%
8/10/2026	Great Lakes Advisors LLC	4,361	$390K	0.0%	N/A	0.003%
8/8/2026	Wealthfront Advisers LLC	75,586	$6.76M	0.0%	-2.0%	0.048%

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), California State Teachers Retirement System ($1.35B), Norges Bank ($1.11B), FMR LLC ($616.86M), Charles Schwab Investment Management Inc. ($438.13M), and State Street Corp ($413.08M).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), California State Teachers Retirement System ($14.94M), 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), and Alyeska Investment Group L.P. ($1.55M).

Institutional investors have bought a total of 49,518,975 shares in the last 24 months. This purchase volume represents approximately $4.09B in transactions.

Of the 317 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 17,834,438 shares in the last 24 months. This volume of shares sold represents approximately $1.38B in transactions.

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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 9/9/2026. New 13F filings are added each quarter as they're published.

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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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