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Unum Group (UNM) Institutional Ownership

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$79.04 +0.57 (+0.73%)
Closing price 03:59 PM Eastern
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$79.03 -0.01 (-0.01%)
As of 05:28 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)
388
Total
Institutional Inflows
(last 12 months)
$2.63B
Number of
Institutional Sellers
(last 12 months)
283
Total
Institutional Outflows
(last 12 months)
$1.70B
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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
4/28/2025Teacher Retirement System of Texas117,472$9.57M0.0%-40.1%0.067%
4/28/2025First Horizon Advisors Inc.7,087$577K0.0%-91.5%0.004%
4/28/2025Private Trust Co. NA2,757$225K0.0%+7.3%0.002%
4/28/2025Aaron Wealth Advisors LLC3,012$245K0.0%N/A0.002%
4/28/2025Rossby Financial LCC580$46K0.0%N/A0.000%
4/28/2025Summit Trail Advisors LLC10,861$885K0.0%+34.2%0.006%
4/28/2025Astoria Portfolio Advisors LLC.2,591$204K0.1%N/A0.001%
4/25/2025 Mather Group LLC.4,721$385K0.0%-5.7%0.003%
4/25/2025 Beaton Management Co. Inc.2,500$204K0.1%N/A0.001%
4/25/2025 Koshinski Asset Management Inc.2,820$230K0.0%N/A0.002%
4/25/2025 Spinnaker Trust3,515$286K0.0%-3.8%0.002%
4/25/2025 Kendall Capital Management41,795$3.41M1.0%-1.7%0.024%
4/25/2025 New York State Teachers Retirement System201,327$16.40M0.0%+7.1%0.114%
4/25/2025 Amalgamated Bank76,281$6.21M0.1%-5.1%0.043%
4/25/2025 Wealthstar Advisors LLC6,027$491K0.2%N/A0.003%
4/25/2025 KBC Group NV6,941$565K0.0%-87.0%0.004%
4/24/2025 Allspring Global Investments Holdings LLC945,271$77.51M0.1%+202.1%0.536%
4/24/2025 Mirae Asset Global Investments Co. Ltd.140,367$11.23M0.0%+10.4%0.080%
4/24/2025 Artemis Investment Management LLP30,393$2.48M0.0%-86.5%0.017%
4/24/2025 Total Wealth Planning & Management Inc.29,064$2.37M2.2%-3.0%0.016%
4/23/2025 Sequoia Financial Advisors LLC2,655$216K0.0%N/A0.002%
4/23/2025 Robeco Institutional Asset Management B.V.337,273$27.47M0.1%+13.6%0.191%
4/23/2025 Perigon Wealth Management LLC2,789$227K0.0%N/A0.002%
4/23/2025 Bessemer Group Inc.6,744$549K0.0%+3.2%0.004%
4/23/2025 Silver Lake Advisory LLC72,233$5.88M2.6%-0.4%0.041%
4/23/2025 Moran Wealth Management LLC14,442$1.18M0.0%-11.2%0.008%
4/23/2025 Retirement Guys Formula LLC2,495$203K0.1%N/A0.001%
4/23/2025 Asset Management One Co. Ltd.17,302$1.41M0.0%+88.4%0.010%
4/23/2025 Oppenheimer & Co. Inc.10,163$828K0.0%-50.9%0.006%
4/22/2025 Wetzel Investment Advisors Inc.4,190$341K0.2%-26.4%0.002%
4/22/2025 Consolidated Planning Corp70,955$5.78M0.8%N/A0.040%
4/22/2025 Flagship Harbor Advisors LLC3,213$262K0.0%+7.8%0.002%
4/22/2025 Cambridge Investment Research Advisors Inc.34,243$2.79M0.0%+3.5%0.019%
4/22/2025 Nilsine Partners LLC15,396$1.25M0.1%N/A0.009%
4/22/2025 Petra Financial Advisors Inc.3,252$265K0.2%N/A0.002%
4/21/2025 Retirement Systems of Alabama424,988$34.62M0.1%-3.3%0.241%
4/21/2025 Means Investment CO. Inc.5,462$445K0.0%-18.9%0.003%
4/21/2025 Blue Trust Inc.3,381$275K0.0%-6.6%0.002%
4/21/2025 Envestnet Portfolio Solutions Inc.4,990$407K0.0%-9.0%0.003%
4/21/2025 Sterling Investment Counsel LLC2,944$240K0.1%N/A0.002%
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4/21/2025 Centennial Wealth Advisory LLC4,694$382K0.1%N/A0.003%
4/21/2025 CWA Asset Management Group LLC70,344$5.73M0.3%+27.4%0.040%
4/21/2025 LifeWealth Investments LLC3,861$315K0.1%N/A0.002%
4/18/2025 Clarius Group LLC4,041$329K0.0%-47.8%0.002%
4/17/2025 QRG Capital Management Inc.19,063$1.55M0.0%+42.9%0.011%
4/17/2025 Sowell Financial Services LLC23,537$1.92M0.1%-5.6%0.013%
4/17/2025 Janney Montgomery Scott LLC62,828$5.12M0.0%+9.5%0.036%
4/17/2025 Exchange Traded Concepts LLC9,963$812K0.0%-27.9%0.006%
4/17/2025 Ritholtz Wealth Management42,167$3.44M0.1%+23.4%0.024%
4/16/2025 Wealth Enhancement Advisory Services LLC39,141$3.19M0.0%-1.7%0.022%
4/15/2025 apricus wealth LLC35,300$2.88M1.7%-44.6%0.020%
4/15/2025 GPS Wealth Strategies Group LLC3,735$304K0.0%-35.8%0.002%
4/15/2025 Fifth Third Bancorp3,558$290K0.0%+4.0%0.002%
4/15/2025 Simon Quick Advisors LLC2,486$203K0.0%N/A0.001%
4/15/2025 Skyline Advisors Inc.2,500$204K0.1%N/A0.001%
4/15/2025 My Legacy Advisors LLC7,706$628K0.2%+4.1%0.004%
4/15/2025 Assenagon Asset Management S.A.1,033,700$84.21M0.1%+228.6%0.585%
4/15/2025 SG Americas Securities LLC9,928$809K0.0%+19.7%0.006%
4/15/2025 Ibex Wealth Advisors131,641$10.72M1.4%+1.0%0.074%
4/15/2025 Accurate Wealth Management LLC2,731$206K0.0%-48.3%0.002%
4/15/2025 GAMMA Investing LLC8,834$720K0.1%+11.9%0.005%
4/15/2025 Signet Financial Management LLC11,290$920K0.1%-6.3%0.006%
4/14/2025 Yousif Capital Management LLC59,965$4.89M0.1%-4.4%0.034%
4/14/2025 International Private Wealth Advisors LLC3,099$252K0.2%N/A0.002%
4/14/2025 Tounjian Advisory Partners LLC11,018$897K0.2%N/A0.006%
4/14/2025 Pallas Capital Advisors LLC5,151$420K0.0%+14.8%0.003%
4/14/2025 Farther Finance Advisors LLC3,455$283K0.0%+33.0%0.002%
4/14/2025 NewSquare Capital LLC108,015$8.55M0.7%-42.5%0.061%
4/14/2025 Toth Financial Advisory Corp2,920$238K0.0%-10.2%0.002%
4/14/2025 First Citizens Bank & Trust Co.6,716$547K0.0%+14.5%0.004%
4/14/2025 Wedge Capital Management L L P NC461,513$37.60M0.7%-22.7%0.261%
4/14/2025 Park Avenue Securities LLC12,812$1.04M0.0%+2.7%0.007%
4/14/2025 UMB Bank n.a.3,848$313K0.0%-5.8%0.002%
4/14/2025 Wedmont Private Capital12,221$920K0.0%+9.1%0.007%
4/11/2025 D. Scott Neal Inc.271,675$22.13M12.3%-3.3%0.154%
4/11/2025 Curat Global LLC2,195$179K0.2%N/A0.001%
4/11/2025 Vest Financial LLC627,582$51.12M0.8%+1,740.3%0.355%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.1,282$104K0.0%+60.3%0.001%
4/10/2025 Naples Global Advisors LLC35,527$2.89M0.3%-1.5%0.020%
4/10/2025 Lifestyle Asset Management Inc.15,578$1.27M0.7%-17.6%0.009%
4/10/2025 Hennion & Walsh Asset Management Inc.5,670$462K0.0%N/A0.003%
4/9/2025 Merit Financial Group LLC12,070$983K0.0%+168.5%0.007%
4/8/2025 Rhumbline Advisers498,795$40.63M0.0%-5.5%0.282%
4/8/2025 BTC Capital Management Inc.68,437$5.58M0.5%+20.0%0.039%
4/7/2025 GAMMA Investing LLC719,618$58.62M0.0%+9,017.2%0.407%
4/3/2025 Versant Capital Management Inc2,540$207K0.0%+231.6%0.001%
4/3/2025 First Hawaiian Bank14,055$1.15M0.1%N/A0.008%
4/3/2025 Boston Common Asset Management LLC107,155$8.73M0.3%+54.7%0.061%
3/24/2025Wellington Management Group LLP3,282$240K0.0%N/A0.002%
3/18/2025California State Teachers Retirement System165,533$12.09M0.0%-8.5%0.094%
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3/18/2025111 Capital2,996$219K0.0%N/A0.002%
3/17/2025 Wealth Enhancement Advisory Services LLC39,826$2.91M0.0%+13.9%0.023%
2/28/2025 Total Wealth Planning & Management Inc.29,975$2.19M2.0%N/A0.016%
2/27/2025Jefferies Financial Group Inc.57,051$4.17M0.0%N/A0.031%
2/26/2025Sculati Wealth Management LLC38,901$2.84M1.1%+0.5%0.021%
2/25/2025Leigh Baldwin & CO. LLC2,970$217K0.1%N/A0.002%
2/25/2025B. Riley Wealth Advisors Inc.3,135$229K0.0%-24.5%0.002%
2/24/2025Challenger Wealth Management3,528$258K0.2%N/A0.002%
2/21/2025Ascent Group LLC19,569$1.43M0.1%-3.8%0.011%
2/19/2025Auxier Asset Management57,752$4.22M0.7%-2.4%0.032%
(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, 680 institutional investors and hedge funds held shares of Unum Group. The most heavily invested institutionals were Vanguard Group Inc. ($1.50B), BlackRock Inc. ($1.10B), Norges Bank ($1.00B), FMR LLC ($616.86M), Charles Schwab Investment Management Inc. ($405.48M), Dimensional Fund Advisors LP ($361.81M), and State Street Corp ($354.99M).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 556 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 ($26.80M), Nordea Investment Management AB ($2.52M), Vanguard Group Inc. ($1.90M), Balyasny Asset Management L.P. ($1.56M), Zurich Insurance Group Ltd FI ($1.44M), Assenagon Asset Management S.A. ($1.37M), and Victory Capital Management Inc. ($1.31M).

How much institutional buying is happening at Unum Group?

Institutional investors have bought a total of 69,575,445 shares in the last 24 months. This purchase volume represents approximately $4.09B in transactions.

Which Unum Group major shareholders have been selling company stock?

Of the 384 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 ($14.77M), Dimensional Fund Advisors LP ($2.41M), Acadian Asset Management LLC ($1.75M), Donald Smith & CO. Inc. ($1.33M), Arrowstreet Capital Limited Partnership ($1.29M), Assetmark Inc. ($1.23M), and Victory Capital Management Inc. ($968.26K).

How much institutional selling is happening at Unum Group?

Institutional investors have sold a total of 47,912,718 shares in the last 24 months. This volume of shares sold represents approximately $2.67B in transactions.


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This page (NYSE:UNM) was last updated on 4/28/2025 by MarketBeat.com Staff
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