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Unum Group (UNM) Institutional Ownership

Unum Group logo
$87.75 +0.80 (+0.92%)
As of 08/21/2026 03:58 PM Eastern
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Institutional Ownership Changes (13F Filings) for Unum Group (NYSE:UNM)

Current
Institutional Ownership
Percentage
86.57%
Number of
Institutional Buyers
(last 12 months)
391
Total
Institutional Inflows
(last 12 months)
$2.73B
Number of
Institutional Sellers
(last 12 months)
312
Total
Institutional Outflows
(last 12 months)
$1.37B
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UNM Institutional Buying and Selling by Quarter

Unum Group Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/22/2026 Syon Capital LLC8,759$783K0.0%+26.8%0.006%
8/22/2026 TD Waterhouse Canada Inc.4,904$448K0.0%+138.1%0.003%
8/22/2026 Concurrent Investment Advisors LLC25,910$2.32M0.0%+0.8%0.016%
8/21/2026 AXQ Capital LP27,924$2.50M0.3%+266.3%0.018%
8/21/2026 Continuum Advisory LLC1,993$178K0.0%N/A0.001%
8/21/2026 Nykredit A S6,189$553K0.0%N/A0.004%
8/21/2026 XML Financial LLC13,555$1.21M0.1%-1.5%0.009%
8/21/2026 Investors Research Corp21,301$1.90M0.3%-9.0%0.013%
8/20/2026 Proficio Capital Partners LLC2,977$266K0.0%N/A0.002%
8/20/2026 Ancora Advisors LLC433$39K0.0%-53.0%0.000%
8/20/2026 Sigma Planning Corp2,809$251K0.0%-6.5%0.002%
8/20/2026 Benjamin Edwards Inc.13,661$1.22M0.0%-5.6%0.009%
8/20/2026 Alyeska Investment Group L.P.323,378$28.91M0.1%-37.0%0.204%
8/20/2026 Northwestern Mutual Wealth Management Co.2,842$254K0.0%+21.6%0.002%
8/20/2026 Wedbush Securities Inc.4,519$404K0.0%-14.0%0.003%
8/20/2026 Greenleaf Trust10,781$964K0.0%+3.2%0.007%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC508,944$45.50M0.0%-6.5%0.321%
8/19/2026 Hsbc Holdings PLC22,358$2.01M0.0%+56.2%0.014%
8/19/2026 Wellington Management Group LLP287,512$25.70M0.0%-21.1%0.182%
8/19/2026 Kingsview Wealth Management LLC7,118$636K0.0%N/A0.004%
8/18/2026 Beacon Pointe Advisors LLC3,616$323K0.0%N/A0.002%
8/18/2026 Livforsakringsbolaget Skandia Omsesidigt72,400$6.47M0.2%N/A0.046%
8/18/2026 Glenview Trust Co5,893$527K0.0%N/A0.004%
8/18/2026 Empowered Funds LLC9,144$817K0.0%N/A0.006%
8/18/2026 United Capital Financial Advisors LLC15,085$1.35M0.0%N/A0.010%
8/18/2026 Brooks Moore & Associates Inc.5,098$456K0.2%N/A0.003%
8/18/2026 Caitlin John LLC1,500$134K0.1%N/A0.001%
8/18/2026Jefferies Financial Group Inc.9,590$857K0.0%N/A0.006%
8/18/2026 Public Employees Retirement System of Ohio48,714$4.36M0.0%N/A0.031%
8/17/2026 Capstone Investment Advisors LLC6,640$594K0.0%N/A0.004%
8/17/2026 Redwood Investment Management LLC12,971$1.16M0.1%N/A0.008%
8/17/2026 Proficio Capital Partners LLC2,977$266K0.0%N/A0.002%
8/17/2026 Corient Private Wealth LP184,394$12.06M0.0%N/A0.116%
8/17/2026 Bank of America Corp DE618,267$55.27M0.0%N/A0.391%
8/15/2026 Freestone Grove Partners LP548,830$49.07M0.3%N/A0.347%
8/15/2026 Caisse de depot et placement du Quebec108,000$9.66M0.0%N/A0.068%
8/15/2026 Man Group plc77,861$6.96M0.0%N/A0.049%
8/15/2026 Jupiter Topco LLC100,767$9.01M0.0%N/A0.064%
8/14/2026 Hsbc Holdings PLC22,358$2.01M0.0%N/A0.014%
8/14/2026 Ancora Advisors LLC433$39K0.0%N/A0.000%
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8/14/2026 Canada Pension Plan Investment Board940,681$84.10M0.0%N/A0.594%
8/14/2026 Legal & General Group Plc220,109$19.68M0.0%N/A0.139%
8/14/2026 The Manufacturers Life Insurance Company 226,519$20.25M0.0%N/A0.143%
8/14/2026 Algert Global LLC215,251$19.24M0.2%-3.8%0.136%
8/13/2026 Cibc World Market Inc.58,387$5.22M0.0%N/A0.037%
8/13/2026 Leigh Baldwin & CO. LLC2,640$236K0.1%N/A0.002%
8/13/2026 Sanctuary Advisors LLC6,665$596K0.0%N/A0.004%
8/13/2026 Connor Clark & Lunn Investment Management Ltd.144,848$12.95M0.0%N/A0.091%
8/13/2026 PEAK6 LLC33,576$3.00M0.0%N/A0.021%
8/13/2026 Capital Square LLC3,332$292K0.1%N/A0.002%
8/13/2026 Meiji Yasuda Asset Management Co Ltd.3,402$304K0.0%N/A0.002%
8/13/2026 Bank of Nova Scotia142,302$12.72M0.0%N/A0.090%
8/13/2026 Kendall Capital Management31,695$2.83M0.5%N/A0.020%
8/12/2026 Elevation Point Wealth Partners LLC5,883$526K0.0%N/A0.004%
8/12/2026 Commerce Bank14,489$1.30M0.0%N/A0.009%
8/12/2026 Northwestern Mutual Wealth Management Co.2,842$254K0.0%N/A0.002%
8/12/2026 Evolve Private Wealth LLC2,790$249K0.0%N/A0.002%
8/12/2026 Emerald Investment Advisers LLC3,746$335K0.0%N/A0.002%
8/12/2026 Landscape Capital Management L.L.C.16,581$1.48M0.1%N/A0.010%
8/12/2026 EP Wealth Advisors LLC8,606$769K0.0%N/A0.005%
8/12/2026 Ieq Capital LLC86,700$7.75M0.0%N/A0.055%
8/12/2026 Callan Family Office LLC6,795$607K0.0%N/A0.004%
8/11/2026 Donald Smith & CO. Inc.649,485$58.06M1.0%N/A0.410%
8/11/2026 Allworth Financial LP5,588$500K0.0%N/A0.004%
8/11/2026 LaSalle St. Investment Advisors LLC3,531$316K0.0%N/A0.002%
8/11/2026 Advisors Capital Management LLC7,732$691K0.0%N/A0.005%
8/11/2026 MJP Associates Inc. ADV3,032$271K0.0%N/A0.002%
8/11/2026 Vise Technologies Inc.19,588$1.75M0.0%N/A0.012%
8/11/2026 Algebris UK Ltd.397,355$35.41M2.3%N/A0.251%
8/10/2026 Csenge Advisory Group5,214$466K0.0%N/A0.003%
8/10/2026 West Family Investments Inc.2,764$247K0.1%N/A0.002%
8/10/2026 NewEdge Wealth LLC4,864$435K0.0%N/A0.003%
8/10/2026 Empirical Asset Management LLC4,206$376K0.1%N/A0.003%
8/10/2026 Great Lakes Advisors LLC4,361$390K0.0%N/A0.003%
8/8/2026 Wealthfront Advisers LLC75,586$6.76M0.0%-2.0%0.048%
8/8/2026 Foster & Motley Inc.123,518$11.04M0.5%-0.3%0.078%
8/7/2026 Citizens Financial Group Inc. RI5,514$493K0.0%N/A0.003%
8/7/2026 BlackRock Inc.17,994,655$1.61B0.0%-1.3%11.367%
8/7/2026 Occidental Asset Management LLC2,284$204K0.0%N/A0.001%
8/7/2026 Pallas Capital Advisors LLC4,804$429K0.0%-13.0%0.003%
8/7/2026 Deutsche Bank AG355,483$31.78M0.0%+601.6%0.225%
8/7/2026 Perigon Wealth Management LLC4,243$379K0.0%+14.2%0.003%
8/7/2026 Covestor Ltd326$29K0.0%-46.2%0.000%
8/7/2026 Trust Co. of Vermont521$47K0.0%N/A0.000%
8/7/2026 Trivium Point Advisory LLC9,178$821K0.1%+2.6%0.006%
8/7/2026 Continuum Advisory LLC1,993$178K0.0%N/A0.001%
8/6/2026 Global Retirement Partners LLC11,774$1.05M0.0%N/A0.007%
8/6/2026 Bank of New York Mellon Corp1,221,361$109.19M0.0%-6.2%0.771%
8/6/2026 Focus Partners Advisor Solutions LLC4,806$430K0.0%N/A0.003%
8/6/2026 State of Wyoming9,422$842K0.1%+425.8%0.006%
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8/6/2026 Russell Investments Group Ltd.183,823$16.43M0.0%+33.7%0.116%
8/6/2026 WPG Advisers LLC1,301$116K0.1%+12.5%0.001%
8/6/2026 Mitsubishi UFJ Trust & Banking Corp9,736$870K0.0%-66.1%0.006%
8/5/2026 AlTi Global Inc.4,590$410K0.0%+3.7%0.003%
8/5/2026 HighTower Advisors LLC101,279$9.05M0.0%-8.4%0.064%
8/5/2026 KBC Group NV4,154$371K0.0%-15.1%0.003%
8/5/2026 GWN Securities Inc.7,920$708K0.1%N/A0.005%
8/5/2026 Janney Montgomery Scott LLC36,539$3.27M0.0%-9.2%0.023%
8/5/2026 Fifth Third Bancorp73,151$6.54M0.0%-9.4%0.046%
8/5/2026 111 Capital13,205$1.18M0.2%+247.0%0.008%


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 BlackRock Inc. ($1.61B), 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), and Dimensional Fund Advisors LP ($298.29M).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 668 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 34,387,621 shares in the last 24 months. This purchase volume represents approximately $2.73B in transactions.

Of the 312 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 17,731,206 shares in the last 24 months. This volume of shares sold represents approximately $1.37B 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 8/22/2026. New 13F filings are added each quarter as they're published.
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