NYSE:UNM

Unum Group - UNM Institutional Ownership

$37.60

-0.41 (-1.08%)

(As of 03/23/2023 12:00 AM ET)

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Today's Range: $37.13
▼
$38.45
50-Day Range: $36.64
▼
$45.57
52-Week Range: $30.21
▼
$46.64

Volume: 1.91 million shs
Average Volume: 2.47 million shs
Market Capitalization: $7.42 billion

P/E Ratio: 5.78
Dividend Yield: 3.51%
Price Target: $46.50

Institutional Ownership

Current Institutional Ownership Percentage: 79.64%
Number of Institutional Buyers (last 12 months): 345
Total Institutional Inflows (last 12 months): $1.34 B
Number of Institutional Sellers (last 12 months): 252
Total Institutional Outflows (last 12 months): $795.05 M

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
3/22/2023	Campion Asset Management	8,755	$0.36M	0.4%	+6.4%	0.004%
3/10/2023	Victory Capital Management Inc.	1,088,348	$44.66M	0.0%	0.0%	0.552%
3/6/2023	Rockefeller Capital Management L.P.	3,006	$0.12M	0.0%	+103.4%	0.002%
2/28/2023	Voya Investment Management LLC	414,464	$17.01M	0.0%	+26.0%	0.210%
2/24/2023	Natixis	19,000	$0.78M	0.0%	N/A	0.010%
2/22/2023	Teachers Retirement System of The State of Kentucky	30,155	$1.24M	0.0%	-3.2%	0.015%

2/21/2023	Triasima Portfolio Management inc.	261,150	$10.72M	0.8%	-2.8%	0.131%
2/21/2023	DGS Capital Management LLC	32,767	$1.34M	0.9%	-1.5%	0.016%
2/21/2023	Macquarie Group Ltd.	620,668	$25.47M	0.0%	-0.5%	0.312%
2/21/2023	Northwestern Mutual Wealth Management Co.	6,770	$0.28M	0.0%	-5.7%	0.003%
2/21/2023	Northwestern Mutual Investment Management Company LLC	17,307	$0.71M	0.0%	-36.3%	0.009%
2/17/2023	Truist Financial Corp	419,317	$17.21M	0.0%	+2.2%	0.211%
2/17/2023	Auxier Asset Management	63,102	$2.59M	0.4%	-7.6%	0.032%
2/16/2023	Alliancebernstein L.P.	291,970	$11.98M	0.0%	-0.1%	0.147%
2/16/2023	State of Wyoming	7,428	$0.31M	0.1%	-22.4%	0.004%
2/15/2023	Public Employees Retirement System of Ohio	110,472	$4.53M	0.0%	-4.2%	0.056%
2/15/2023	Steward Partners Investment Advisory LLC	16,091	$0.66M	0.0%	+1,156.1%	0.008%
2/15/2023	CI Private Wealth LLC	170,660	$7M	0.0%	N/A	0.086%
2/15/2023	MetLife Investment Management LLC	117,971	$4.84M	0.0%	-2.5%	0.060%
2/15/2023	MBM Wealth Consultants LLC	3,794	$0.15M	0.1%	+22.6%	0.002%
2/15/2023	Captrust Financial Advisors	189,484	$7.78M	0.0%	-19.9%	0.095%
2/15/2023	Kiwi Wealth Investments Limited Partnership	54,866	$2.25M	0.1%	N/A	0.028%
2/15/2023	Lazard Asset Management LLC	123,263	$5.06M	0.0%	+1,599.5%	0.062%
2/15/2023	Bridgefront Capital LLC	9,112	$0.37M	0.3%	N/A	0.005%
2/15/2023	Cerity Partners LLC	12,970	$0.53M	0.0%	+10.9%	0.007%
2/15/2023	State of Wisconsin Investment Board	24,932	$1.02M	0.0%	-33.1%	0.013%
2/15/2023	Susquehanna Fundamental Investments LLC	155,440	$6.38M	0.1%	+165.3%	0.078%
2/15/2023	Schonfeld Strategic Advisors LLC	436,867	$17.93M	0.1%	+67.8%	0.220%
2/15/2023	Squarepoint Ops LLC	21,241	$0.87M	0.0%	-80.6%	0.011%
2/15/2023	Stokes Family Office LLC	6,771	$0.28M	0.0%	+10.5%	0.003%
2/15/2023	Legal & General Group Plc	567,413	$23.28M	0.0%	+2.3%	0.285%
2/15/2023	Mackenzie Financial Corp	9,800	$0.40M	0.0%	-73.9%	0.005%
2/15/2023	Maverick Capital Ltd.	7,343	$0.30M	0.0%	N/A	0.004%
2/15/2023	Millennium Management LLC	1,262,294	$51.79M	0.0%	-0.9%	0.635%
2/15/2023	Morgan Stanley	3,948,970	$162.03M	0.0%	-0.1%	1.985%
2/15/2023	Man Group plc	454,778	$18.66M	0.1%	-8.1%	0.229%
2/15/2023	Mariner LLC	37,336	$1.53M	0.0%	+17.0%	0.019%
2/15/2023	Norges Bank	10,393,936	$426.46M	0.1%	N/A	5.225%
2/15/2023	EAM Global Investors LLC	35,806	$1.47M	0.4%	-46.8%	0.018%
2/15/2023	Evergreen Capital Management LLC	14,831	$0.61M	0.0%	-10.1%	0.007%

2/15/2023	Eqis Capital Management Inc.	11,381	$0.47M	0.1%	N/A	0.006%
2/15/2023	Fortis Capital Advisors LLC	3,644	$0.15M	0.1%	N/A	0.002%
2/15/2023	Algert Global LLC	145,100	$5.95M	0.3%	+0.3%	0.073%
2/15/2023	AQR Capital Management LLC	2,504,307	$102.75M	0.2%	+63.6%	1.259%
2/15/2023	BOS Asset Management LLC	15,273	$0.63M	0.6%	N/A	0.008%
2/15/2023	Boone Capital Management LLC	671,530	$27.55M	14.1%	N/A	0.338%
2/14/2023	PDT Partners LLC	15,490	$0.64M	0.1%	N/A	0.008%
2/14/2023	Vident Investment Advisory LLC	14,990	$0.62M	0.0%	-81.4%	0.008%
2/14/2023	Advisor Partners II LLC	33,677	$1.38M	0.1%	-3.5%	0.017%
2/14/2023	Price T Rowe Associates Inc. MD	102,292	$4.20M	0.0%	+7.3%	0.051%
2/14/2023	Putnam Investments LLC	90,135	$3.70M	0.0%	+8.0%	0.045%
2/14/2023	Cetera Investment Advisers	15,465	$0.64M	0.0%	+77.3%	0.008%
2/14/2023	Two Sigma Advisers LP	1,657,600	$68.01M	0.2%	-6.3%	0.833%
2/14/2023	Two Sigma Investments LP	552,996	$22.69M	0.1%	+146.3%	0.278%
2/14/2023	Arrowstreet Capital Limited Partnership	227,454	$9.33M	0.0%	N/A	0.114%
2/14/2023	Engineers Gate Manager LP	8,420	$0.35M	0.0%	+22.8%	0.004%
2/14/2023	Dorsey Wright & Associates	143,692	$5.90M	1.7%	N/A	0.072%
2/14/2023	Quantinno Capital Management LP	64,210	$2.64M	0.2%	+19.8%	0.032%
2/14/2023	Headinvest LLC	6,405	$0.26M	0.1%	-15.4%	0.003%
2/13/2023	Pathstone Family Office LLC	22,388	$0.93M	0.0%	-24.7%	0.011%
2/13/2023	Gyon Technologies Capital Management LP	5,058	$0.21M	0.1%	-69.4%	0.003%
2/13/2023	Advisors Asset Management Inc.	10,348	$0.43M	0.0%	+15.0%	0.005%
2/13/2023	First Republic Investment Management Inc.	18,649	$0.77M	0.0%	+3.9%	0.009%
2/13/2023	Charles Schwab Investment Management Inc.	4,808,096	$197.28M	0.1%	+4.2%	2.417%
2/13/2023	Deutsche Bank AG	72,493	$2.97M	0.0%	+390.8%	0.036%
2/13/2023	Kingsview Wealth Management LLC	30,756	$1.26M	0.1%	-73.6%	0.015%
2/13/2023	BOKF NA	61,060	$2.51M	0.0%	+2.7%	0.031%
2/13/2023	CIBC Asset Management Inc	5,207	$0.21M	0.0%	-37.9%	0.003%
2/13/2023	Bessemer Group Inc.	11,060	$0.45M	0.0%	-9.8%	0.006%
2/13/2023	Natixis	19,000	$0.78M	0.0%	N/A	0.010%
2/13/2023	Ossiam	16,173	$0.66M	0.0%	N/A	0.008%
2/13/2023	Integrated Wealth Concepts LLC	28,786	$1.18M	0.0%	-24.7%	0.014%
2/13/2023	Shelton Capital Management	9,745	$0.40M	0.0%	-10.0%	0.005%
2/13/2023	Wells Fargo & Company MN	401,602	$16.48M	0.0%	+1.2%	0.202%
2/13/2023	Barclays PLC	170,851	$7.01M	0.0%	-14.6%	0.086%
2/13/2023	Edgestream Partners L.P.	68,259	$2.80M	0.3%	-61.9%	0.034%
2/13/2023	The Manufacturers Life Insurance Company	607,341	$24.92M	0.0%	-16.5%	0.305%
2/13/2023	Seven Eight Capital LP	5,917	$0.24M	0.1%	N/A	0.003%
2/13/2023	ExodusPoint Capital Management LP	70,866	$2.91M	0.0%	N/A	0.036%
2/13/2023	Credit Suisse AG	240,841	$9.88M	0.0%	-16.1%	0.121%
2/13/2023	CTC Capital Management LLC	5,900	$0.24M	0.3%	N/A	0.003%
2/13/2023	Geode Capital Management LLC	2,686,124	$110.24M	0.0%	+1.8%	1.350%
2/13/2023	BI Asset Management Fondsmaeglerselskab A S	68,377	$2.81M	0.1%	N/A	0.034%
2/13/2023	American Century Companies Inc.	493,777	$20.26M	0.0%	+14.9%	0.248%
2/13/2023	Commonwealth of Pennsylvania Public School Empls Retrmt SYS	84,126	$3.45M	0.0%	+12.9%	0.042%
2/13/2023	JPMorgan Chase & Co.	530,846	$21.78M	0.0%	-19.7%	0.267%
2/13/2023	CenterBook Partners LP	10,544	$0.43M	0.1%	N/A	0.005%
2/13/2023	Teacher Retirement System of Texas	90,952	$3.73M	0.0%	+3.2%	0.046%
2/10/2023	Creative Planning	80,914	$3.32M	0.0%	+17.3%	0.041%
2/10/2023	American International Group Inc.	291,363	$11.96M	0.1%	-1.8%	0.146%

2/10/2023	First Horizon Advisors Inc.	85,743	$3.52M	0.1%	-19.1%	0.043%
2/10/2023	Amalgamated Bank	170,604	$7M	0.1%	+23.8%	0.086%
2/10/2023	Sei Investments Co.	278,459	$11.43M	0.0%	+13.9%	0.140%
2/10/2023	Freemont Management S.A.	327,500	$13.44M	2.1%	+56.9%	0.165%
2/10/2023	Schroder Investment Management Group	565,240	$23.19M	0.0%	+4.1%	0.284%
2/10/2023	Assetmark Inc.	119,687	$4.91M	0.0%	+32.7%	0.060%
2/10/2023	AXQ Capital LP	7,261	$0.30M	0.2%	N/A	0.004%
2/10/2023	Victory Capital Management Inc.	1,088,348	$44.66M	0.0%	0.0%	0.547%
2/10/2023	Franklin Resources Inc.	433,427	$17.78M	0.0%	-2.0%	0.218%
2/10/2023	Redhawk Wealth Advisors Inc.	18,543	$0.76M	0.3%	N/A	0.009%

(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, 565 institutional investors and hedge funds held shares of Unum Group. The most heavily invested institutionals were Arete Wealth Advisors LLC ($424.19B), Private Advisor Group LLC ($1.05B), BlackRock Inc. ($892.98M), Vanguard Group Inc. ($760.63M), FMR LLC ($614.25M), Norges Bank ($426.46M), and Dimensional Fund Advisors LP ($344M).Learn more on UNM's institutional investors.
What percentage of Unum Group stock is owned by institutional investors?: 79.64% 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 497 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 ($10.39M), Clearbridge Investments LLC ($2.23M), Dimensional Fund Advisors LP ($2.08M), BlackRock Inc. ($2.05M), State Street Corp ($1.97M), Assenagon Asset Management S.A. ($1.88M), and AQR Capital Management LLC ($1.60M).

How much institutional buying is happening at Unum Group?: Institutional investors have bought a total of 70,319,800 shares in the last 24 months. This purchase volume represents approximately $2.26B in transactions.
Which Unum Group major shareholders have been selling company stock?: Of the 336 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: Invesco Ltd. ($4.47M), BlackRock Inc. ($2.83M), Deutsche Bank AG ($2.27M), Donald Smith & CO. Inc. ($2.16M), Jacobs Levy Equity Management Inc. ($1.89M), Bank of New York Mellon Corp ($1.40M), and Dimensional Fund Advisors LP ($1.30M).
How much institutional selling is happening at Unum Group?: Institutional investors have sold a total of 48,138,444 shares in the last 24 months. This volume of shares sold represents approximately $1.49B in transactions.

This page (NYSE:UNM) was last updated on 3/24/2023 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