Free Trial
→ Your free book expires (From Profits Run) (Ad)tc pixel Free UNM Stock Alerts

Unum Group (UNM) Institutional Ownership

Unum Group logo
$81.15 +0.72 (+0.90%)
As of 10:07 AM Eastern
This is a fair market value price provided by Massive. Learn more.
Compare

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

Current
Institutional Ownership
Percentage
86.57%
Number of
Institutional Buyers
(last 12 months)
450
Total
Institutional Inflows
(last 12 months)
$3.82B
Number of
Institutional Sellers
(last 12 months)
379
Total
Institutional Outflows
(last 12 months)
$2.04B
Get UNM Insider Trade Alerts

Want to know when executives and insiders are buying or selling Unum Group stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

UNM Institutional Buying and Selling by Quarter

Unum Group Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/14/2026Bank of Nova Scotia34,800$2.54M0.0%N/A0.022%
5/14/2026Sei Investments Co.608,586$44.45M0.0%+9.9%0.381%
5/14/2026Keynote Financial Services LLC17,441$1.27M0.7%+7.1%0.011%
5/14/2026Lido Advisors LLC10,183$744K0.0%+86.5%0.006%
5/14/2026State of Wyoming1,792$131K0.0%-77.8%0.001%
5/13/2026Cetera Investment Advisers59,540$4.35M0.0%+1.5%0.037%
5/13/2026NewEdge Wealth LLC3,554$260K0.0%-28.0%0.002%
5/13/2026First Citizens Bank & Trust Co.20,225$1.48M0.0%-4.3%0.013%
5/13/2026CI Investments Inc.81,406$5.95M0.0%+13.6%0.051%
5/13/2026First Trust Advisors LP3,247,940$237.20M0.2%-30.6%2.033%
5/8/2026 PNC Financial Services Group Inc.30,018$2.19M0.0%+0.9%0.019%
5/8/2026 Cassaday & Co Wealth Management LLC953$70K0.0%N/A0.001%
5/7/2026 Commonwealth Financial Services LLC4,047$296K0.0%N/A0.003%
5/7/2026 Dimensional Fund Advisors LP4,084,382$298.29M0.1%+7.7%2.556%
5/7/2026 Parallel Advisors LLC5,079$371K0.0%+70.0%0.003%
5/7/2026 Swiss National Bank314,500$22.97M0.0%-1.4%0.197%
5/6/2026 Aviance Capital Partners LLC27,816$2.03M0.2%-7.4%0.017%
5/6/2026 California Public Employees Retirement System420,646$30.72M0.0%-8.8%0.263%
5/6/2026 Kera Capital Partners Inc.7,656$559K0.1%+25.6%0.005%
5/6/2026 Assetmark Inc.13,030$952K0.0%+3.4%0.008%
5/6/2026 Allspring Global Investments Holdings LLC446,650$32.99M0.1%-22.3%0.280%
5/6/2026 Prosperity Consulting Group LLC8,157$596K0.0%+1.6%0.005%
5/5/2026 Evergreen Advisors LLC1,000$73K0.0%N/A0.001%
5/5/2026 Wealthfront Advisers LLC77,134$5.63M0.0%-2.1%0.048%
5/5/2026 D.A. Davidson & CO.7,922$579K0.0%+1.9%0.005%
5/5/2026 Bank of New York Mellon Corp1,302,397$95.11M0.0%-22.0%0.809%
5/5/2026 Illinois Municipal Retirement Fund66,981$4.89M0.1%-20.8%0.042%
5/5/2026 Livforsakringsbolaget Skandia Omsesidigt92,700$6.77M0.3%+10.1%0.058%
5/5/2026 Sanctuary Advisors LLC5,930$433K0.0%+84.5%0.004%
5/4/2026 Calamos Wealth Management LLC3,925$287K0.0%N/A0.002%
5/4/2026 Calamos Advisors LLC3,925$287K0.0%N/A0.002%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management14,589$1.07M0.0%+44.6%0.009%
5/4/2026 State of Michigan Retirement System36,700$2.68M0.0%+0.8%0.023%
5/4/2026 Principal Financial Group Inc.340,538$24.87M0.0%+2.7%0.213%
5/4/2026 Chicago Partners Investment Group LLC11,331$876K0.0%+2.5%0.007%
5/2/2026 International Assets Investment Management LLC750$55K0.0%N/A0.000%
5/1/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS38,196$2.79M0.0%-0.8%0.024%
5/1/2026 Midwest Trust Co2,874$210K0.0%-11.8%0.002%
5/1/2026 Fifth Third Bancorp80,763$5.90M0.0%+3,508.7%0.050%
5/1/2026 Barnett & Company Inc.122,063$8.91M6.9%-2.4%0.076%
The US sanctioned itself out of world reserve status… (Ad)

Russia and Iran are both bypassing the US petrodollar - settling oil trades in alternative currencies while central banks buy gold at the fastest pace on record, four years running. Analyst Garrett Goggin, CFA, CMT says his readers are already sitting on gains of 1,200% over the last two years. He believes the gold bull market has more room to run - and four undervalued miners may offer more upside than bullion at today's prices.tc pixel

Read Garrett's breakdown of the top four undervalued gold miners now
5/1/2026 Sequoia Financial Advisors LLC35,745$2.61M0.0%+22.0%0.022%
5/1/2026 DMC Group LLC11,529$842K0.6%+1.7%0.007%
4/30/2026 Hsbc Holdings PLC14,315$1.05M0.0%+27.1%0.009%
4/30/2026 Waterfront Wealth Inc.37,387$2.73M0.5%+17.2%0.023%
4/30/2026 First Horizon Corp5,108$373K0.0%-6.2%0.003%
4/30/2026 Kestra Advisory Services LLC8,352$610K0.0%-11.2%0.005%
4/30/2026 WPG Advisers LLC1,156$84K0.1%-13.1%0.001%
4/30/2026 Greenwood Capital Associates LLC8,978$656K0.1%N/A0.006%
4/30/2026 Oregon Public Employees Retirement Fund31,283$2.29M0.0%+1.6%0.019%
4/29/2026 Childress Capital Advisors LLC3,416$249K0.0%-6.9%0.002%
4/29/2026 R Squared Ltd5,410$395K0.2%-14.6%0.003%
4/29/2026 Burney Co.34,683$2.53M0.1%-51.8%0.022%
4/29/2026 Swedbank AB496,077$36.23M0.0%+6.1%0.308%
4/29/2026 Integrated Advisors Network LLC3,363$246K0.0%N/A0.002%
4/28/2026 DGS Capital Management LLC34,512$2.52M0.4%-15.8%0.021%
4/28/2026 Stephens Inc. AR19,375$1.49M0.0%+18.3%0.012%
4/28/2026 Parrish Capital LLC14,281$1.04M0.9%+2.6%0.009%
4/28/2026 Praxis Investment Management Inc.4,937$361K0.0%+5.7%0.003%
4/28/2026 QRG Capital Management Inc.12,955$946K0.0%+7.7%0.008%
4/27/2026 HB Wealth Management LLC16,112$1.18M0.0%+17.8%0.010%
4/27/2026 Baer Investment Advisory LLC2,913$213K0.0%N/A0.002%
4/27/2026 New York State Teachers Retirement System166,452$12.16M0.0%-4.7%0.103%
4/27/2026 Private Advisor Group LLC8,581$627K0.0%-3.2%0.005%
4/27/2026 Optas LLC8,503$621K0.1%+188.7%0.005%
4/27/2026 Y Intercept Hong Kong Ltd53,908$3.94M0.1%+16.1%0.033%
4/25/2026 Strs Ohio39,972$2.92M0.0%+887.2%0.025%
4/24/2026 Root Financial Partners LLC1,265$92K0.0%+15.1%0.001%
4/23/2026 Klein Pavlis & Peasley Financial Inc.29,600$2.16M1.2%+2.6%0.018%
4/22/2026 Patriot Financial Group Insurance Agency LLC9,182$671K0.0%+101.7%0.006%
4/22/2026 Janney Montgomery Scott LLC40,255$2.94M0.0%-6.4%0.025%
4/22/2026 apricus wealth LLC38,415$2.81M1.4%+4.2%0.024%
4/22/2026 Pictet Asset Management Holding SA25,706$1.88M0.0%+8.2%0.016%
4/22/2026 Sterling Capital Management LLC5,599$409K0.0%-44.1%0.003%
4/21/2026 Aaron Wealth Advisors LLC5,725$418K0.0%-46.7%0.004%
4/21/2026 Foster & Motley Inc.123,907$9.05M0.5%+0.5%0.077%
4/21/2026 OLD National Bancorp IN9,692$708K0.0%+3.1%0.006%
4/21/2026 Louisiana State Employees Retirement System44,200$3.23M0.1%N/A0.027%
4/20/2026 William B. Walkup & Associates Inc.855$62K0.0%-24.3%0.001%
4/20/2026 Ritholtz Wealth Management34,866$2.55M0.0%-19.5%0.022%
4/20/2026 MBM Wealth Consultants LLC392$29K0.0%N/A0.000%
4/20/2026 BTC Capital Management Inc.100,186$7.32M0.5%+17.3%0.062%
4/20/2026 Fifth Third Wealth Advisors LLC6,137$448K0.0%+5.1%0.004%
4/20/2026 Assenagon Asset Management S.A.231,586$16.91M0.0%N/A0.143%
4/17/2026 Krilogy Financial LLC2,993$236K0.0%-17.5%0.002%
4/17/2026 Anchyra Partners LLC4,026$294K0.1%N/A0.002%
4/17/2026 CPC Advisors LLC29,427$2.15M0.3%-51.8%0.018%
4/16/2026 SG Americas Securities LLC228,473$16.69M0.0%+48.7%0.141%
4/16/2026 Evolve Private Wealth LLC3,516$257K0.0%-6.6%0.002%
4/16/2026 Quotient Wealth Partners LLC2,791$204K0.0%N/A0.002%
4/16/2026 Diversified Trust Co3,315$242K0.0%-14.9%0.002%
Your temporary download link is expiring (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
4/15/2026 Nations Financial Group Inc. IA ADV3,102$227K0.0%-92.8%0.002%
4/15/2026 Aspen Investment Management Inc7,980$583K0.2%-4.2%0.005%
3/20/2026 Hsbc Holdings PLC11,259$873K0.0%-74.6%0.007%
3/12/2026Nalls Sherbakoff Group LLC500$39K0.0%N/A0.000%
3/9/2026Corient Private Wealth LLC140,209$10.87M0.0%+7.1%0.086%
3/4/2026 SHP Wealth Management326$25K0.0%N/A0.000%
2/24/2026 DGS Capital Management LLC41,006$3.18M0.5%-2.4%0.025%
2/24/2026 Pacer Advisors Inc.18,082$1.40M0.0%-39.6%0.011%
2/23/2026 Kera Capital Partners Inc.6,094$463K0.1%N/A0.004%
2/19/2026Compound Planning Inc.5,306$411K0.0%-7.7%0.003%


UNM Institutional Ownership - Frequently Asked Questions

During the previous two years, 793 institutional investors and hedge funds held shares of Unum Group. The most heavily invested institutionals were 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), Dimensional Fund Advisors LP ($298.29M), and Geode Capital Management LLC ($253.63M).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 665 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 48,351,461 shares in the last 24 months. This purchase volume represents approximately $3.82B in transactions.

Of the 375 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 ($2.80M), Vanguard Group Inc. ($2.03M), Allianz Asset Management GmbH ($1.36M), AQR Capital Management LLC ($898.84K), Assenagon Asset Management S.A. ($807.21K), Invesco Ltd. ($631.44K), and Arrowstreet Capital Limited Partnership ($616.48K).

Institutional investors have sold a total of 26,032,028 shares in the last 24 months. This volume of shares sold represents approximately $2.04B in transactions.


Related Companies

This page (NYSE:UNM) was last updated on 5/14/2026 by MarketBeat.com Staff.
From Our Partners
The US sanctioned itself out of world reserve status…
Russia and Iran are both bypassing the US petrodollar - settling oil trades in alternative currencies while ce...
Golden Portfolio | Sponsoredtc pixel
Before you buy SpaceX shares, consider this alternative approach
SpaceX has confidentially filed for an IPO with the SEC, targeting a June 2026 listing at a valuation exceedin...
Weiss Ratings | Sponsoredtc pixel
Collect $1,170 a month from silver
I've Rarely Seen This With Silver This combination - 20% dividends + 68% share appreciation - never happens...
Investors Alley | Sponsoredtc pixel
Your book is inside
The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. ...
Profits Run | Sponsoredtc pixel
Secret behind near perfectly timed stock trades…?
After 20 years of professional trading, Ross Givens says this is the single most lucrative market strategy he ...
Traders Agency | Sponsoredtc pixel
Is this AI lab Elon’s SpaceX lifeline?
Elon Musk went from calling one AI lab 'evil' to striking a deal giving it access to SpaceX's entire Colossus ...
Chaikin Analytics | Sponsoredtc pixel
Millionaire warns: Move your money before May 15
Larry Benedict - the trader who generated $274 million in client profits and beat the S&P 500 by 18 times in 2...
Brownstone Research | Sponsoredtc pixel
This is the worst news for stocks in 50 years
Goldman Sachs and Morgan Stanley are issuing a rare warning: what's ahead for U.S. stocks could be the worst e...
TradeSmith | Sponsoredtc pixel