Unum Group (UNM) Institutional Ownership

$52.65
+0.07 (+0.13%)
(As of 10:03 AM ET)

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

Current
Institutional Ownership
Percentage
86.57%
Number of
Institutional Buyers
(last 12 months)
311
Total
Institutional Inflows
(last 12 months)
$1.50B
Number of
Institutional Sellers
(last 12 months)
237
Total
Institutional Outflows
(last 12 months)
$945.86M
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UNM Institutional Buying and Selling by Quarter

Unum Group Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/9/2024State Board of Administration of Florida Retirement System177,593$9.53M0.0%+8.0%0.094%
5/8/2024Bleakley Financial Group LLC5,645$303K0.0%+5.3%0.003%
5/8/2024Neumann Capital Management LLC18,983$1.02M0.4%+36.7%0.010%
5/8/2024ProShare Advisors LLC636,320$34.15M0.1%+6,498.1%0.336%
5/8/2024US Bancorp DE93,398$5.01M0.0%-3.1%0.049%
5/8/2024Russell Investments Group Ltd.136,289$7.31M0.0%-39.7%0.072%
5/8/2024 Qsemble Capital Management LP20,420$1.10M0.2%N/A0.011%
5/8/2024 QRG Capital Management Inc.12,560$674K0.0%+3.1%0.007%
5/7/2024 Meeder Advisory Services Inc.4,062$218K0.0%N/A0.002%
5/7/2024 NorthRock Partners LLC3,840$206K0.0%-13.5%0.002%
5/7/2024 Sei Investments Co.377,627$20.26M0.0%+105.8%0.199%
5/7/2024 Concurrent Investment Advisors LLC16,504$886K0.0%-2.8%0.009%
5/7/2024 Swiss National Bank385,100$20.66M0.0%-0.1%0.203%
5/7/2024 Algebris UK Ltd113,955$5.67M1.5%-17.3%0.060%
5/7/2024 Oppenheimer & Co. Inc.14,918$800K0.0%-24.5%0.008%
5/7/2024 Brooklyn Investment Group6,395$344K0.1%-3.9%0.003%
5/7/2024 AIA Group Ltd21,672$1.16M0.0%N/A0.011%
5/6/2024 Quantbot Technologies LP29,048$1.56M0.1%-74.4%0.015%
5/6/2024 LSV Asset Management2,900,320$155.63M0.3%-1.0%1.531%
5/6/2024 Duality Advisers LP40,864$2.19M0.2%+22.4%0.022%
5/6/2024 Texas Permanent School Fund Corp159,106$8.54M0.1%+0.5%0.084%
5/4/2024 WBI Investments LLC136,143$7.31M1.5%+539.6%0.071%
5/4/2024 Team Hewins LLC4,750$255K0.0%-4.6%0.002%
5/4/2024 Paulson Wealth Management Inc.5,463$293K0.1%-5.6%0.003%
5/3/2024 Signaturefd LLC19,773$1.06M0.0%-14.5%0.010%
5/3/2024 TFB Advisors LLC8,456$439K0.2%+75.3%0.004%
5/3/2024 Callan Capital LLC4,412$237K0.0%N/A0.002%
5/3/2024 GSA Capital Partners LLP10,073$541K0.0%-61.1%0.005%
5/3/2024 BI Asset Management Fondsmaeglerselskab A S13,679$734K0.0%-19.1%0.007%
5/2/2024 Salomon & Ludwin LLC515$28K0.0%N/A0.000%
5/2/2024 Mutual of America Capital Management LLC108,320$5.81M0.1%-4.6%0.056%
5/2/2024 FORA Capital LLC19,741$1.06M0.1%N/A0.010%
5/2/2024 FinTrust Capital Advisors LLC1,457$78K0.0%+20.4%0.001%
5/2/2024 Daiwa Securities Group Inc.5,800$311K0.0%+625.0%0.003%
5/2/2024 Nordea Investment Management AB2,961,539$158.59M0.2%+51.7%1.543%
5/2/2024 Fidelis Capital Partners LLC2,402$129K0.0%N/A0.001%
5/2/2024 Hussman Strategic Advisors Inc.52,500$2.82M0.7%+4.2%0.027%
5/2/2024 Schulhoff & Co. Inc.4,000$215K0.1%N/A0.002%
5/1/2024 Janney Montgomery Scott LLC60,195$3.23M0.0%+3.9%0.031%
5/1/2024 BNP Paribas Financial Markets34,606$1.86M0.0%+116.3%0.018%
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5/1/2024 Mirae Asset Global Investments Co. Ltd.78,514$4.15M0.0%+54.2%0.041%
4/30/2024 Private Advisor Group LLC29,044$1.56M0.0%-18.9%0.015%
4/30/2024 J.W. Cole Advisors Inc.7,824$420K0.0%-3.3%0.004%
4/30/2024 Hartline Investment Corp4,962$266K0.0%N/A0.003%
4/30/2024 Retirement Systems of Alabama520,390$27.92M0.1%-0.3%0.271%
4/30/2024 Norden Group LLC27,015$1.45M0.1%N/A0.014%
4/30/2024 Vest Financial LLC15,883$852K0.0%+192.2%0.008%
4/30/2024 Caprock Group LLC6,725$361K0.0%-16.0%0.004%
4/30/2024 Naples Global Advisors LLC38,166$2.05M0.2%+1.3%0.020%
4/30/2024 Allspring Global Investments Holdings LLC328,063$17.60M0.0%+55.8%0.171%
4/29/2024Commonwealth Equity Services LLC49,325$2.65M0.0%-10.8%0.026%
4/29/2024 Greenleaf Trust11,204$601K0.0%-30.1%0.006%
4/29/2024 Principal Financial Group Inc.686,154$36.82M0.0%+1.7%0.358%
4/29/2024 Benjamin F. Edwards & Company Inc.9,909$532K0.0%+543.4%0.005%
4/26/2024 Securian Asset Management Inc.14,950$802K0.0%-3.4%0.008%
4/26/2024 Yousif Capital Management LLC86,528$4.64M0.1%-3.2%0.045%
4/25/2024 Lindbrook Capital LLC1,379$74K0.0%-13.7%0.001%
4/25/2024 Grace & White Inc. NY503,156$27.00M4.9%-3.3%0.262%
4/25/2024 Cambridge Investment Research Advisors Inc.35,456$1.90M0.0%-2.7%0.018%
4/24/2024 Simplicity Wealth LLC5,645$303K0.0%N/A0.003%
4/24/2024 Assenagon Asset Management S.A.778,129$41.75M0.1%+85.0%0.405%
4/23/2024 Wetzel Investment Advisors Inc.6,190$314K0.2%-17.4%0.003%
4/23/2024 Louisiana State Employees Retirement System52,300$2.81M0.1%+1.6%0.027%
4/23/2024 Venturi Wealth Management LLC946$51K0.0%+363.7%0.000%
4/23/2024 Silver Lake Advisory LLC73,892$3.97M1.8%+3.6%0.039%
4/23/2024 Amalgamated Bank126,479$6.79M0.1%-7.4%0.066%
4/23/2024 Nations Financial Group Inc. IA ADV38,428$2.06M0.2%+8.6%0.020%
4/23/2024 Accurate Wealth Management LLC6,569$337K0.1%-25.1%0.003%
4/23/2024 Raymond James Financial Services Advisors Inc.67,501$3.62M0.0%-1.4%0.035%
4/22/2024 Raymond James & Associates175,850$9.44M0.0%+40.5%0.092%
4/22/2024 Investors Asset Management of Georgia Inc. GA ADV6,595$354K0.2%+6.8%0.003%
4/19/2024 FORVIS Wealth Advisors LLC31,617$1.70M0.0%-1.1%0.016%
4/19/2024 Norden Group LLC27,015$1.45M0.0%N/A0.014%
4/19/2024 Lifestyle Asset Management Inc.20,714$1.11M0.7%+1.8%0.011%
4/19/2024 Carret Asset Management LLC10,432$560K0.1%-26.5%0.005%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.41,905$2.25M0.0%-5.6%0.022%
4/19/2024 Handelsinvest Investeringsforvaltning4,522$243K0.1%-34.2%0.002%
4/18/2024 Measured Wealth Private Client Group LLC8,186$439K0.2%-20.5%0.004%
4/18/2024 State of Michigan Retirement System44,600$2.39M0.0%+1.4%0.023%
4/18/2024 Allspring Global Investments Holdings LLC328,063$17.60M0.0%+55.8%0.171%
4/18/2024 Oak Thistle LLC5,041$270K0.2%N/A0.003%
4/18/2024 Little House Capital LLC26,148$1.40M0.5%N/A0.014%
4/18/2024 Aviance Capital Partners LLC38,298$2.06M0.3%+6.3%0.020%
4/16/2024 MCF Advisors LLC658$35K0.0%N/A0.000%
4/16/2024 Artemis Investment Management LLP161,841$8.68M0.1%+44.2%0.084%
4/16/2024 Hennessy Advisors Inc.106,000$5.69M0.2%+44.0%0.055%
4/15/2024 Janiczek Wealth Management LLC3,822$205K0.0%-7.7%0.002%
4/15/2024 DGS Capital Management LLC34,586$1.86M0.5%+4.3%0.018%
4/12/2024 Gateway Investment Advisers LLC250,757$13.46M0.2%-0.1%0.131%
4/12/2024Lane & Associates LLC4,548$244K0.2%N/A0.002%
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4/12/2024 Abacus Planning Group Inc.20,217$1.09M0.2%-16.6%0.011%
4/11/2024 D. Scott Neal Inc.224,960$12.07M7.9%N/A0.117%
4/11/2024 Paragon Capital Management Ltd3,945$212K0.0%N/A0.002%
4/11/2024 BTC Capital Management Inc.96,110$5.16M0.5%N/A0.050%
4/10/2024 Wedmont Private Capital5,346$276K0.0%+14.8%0.003%
4/10/2024 Polianta Ltd21,900$1.18M0.6%+7.9%0.011%
4/9/2024 Alaska Permanent Fund Corp70,617$3.79M0.1%+16.1%0.037%
4/9/2024 Rise Advisors LLC814$44K0.0%+93.8%0.000%
4/5/2024 GAMMA Investing LLC3,071$165K0.0%+7.1%0.002%
4/5/2024 Insight Wealth Strategies LLC41,765$2.24M0.3%N/A0.022%
(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, 558 institutional investors and hedge funds held shares of Unum Group. The most heavily invested institutionals were BlackRock Inc. ($1.10B), Vanguard Group Inc. ($931.11M), FMR LLC ($619.09M), Norges Bank ($590.49M), Dimensional Fund Advisors LP ($243.78M), Charles Schwab Investment Management Inc. ($188.23M), and AQR Capital Management LLC ($174.42M).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 472 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 ($13.06M), Nordea Investment Management AB ($3.05M), Assenagon Asset Management S.A. ($1.45M), Assetmark Inc. ($1.30M), AQR Capital Management LLC ($1.29M), Viking Global Investors LP ($1.14M), and Victory Capital Management Inc. ($1.07M).

How much institutional buying is happening at Unum Group?

Institutional investors have bought a total of 53,899,454 shares in the last 24 months. This purchase volume represents approximately $2.30B in transactions.

Which Unum Group major shareholders have been selling company stock?

Of the 327 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 ($7.12M), Dimensional Fund Advisors LP ($2.67M), Deutsche Bank AG ($2.05M), Jacobs Levy Equity Management Inc. ($1.89M), Clearbridge Investments LLC ($1.87M), BlackRock Inc. ($1.62M), and Donald Smith & CO. Inc. ($1.52M).

How much institutional selling is happening at Unum Group?

Institutional investors have sold a total of 39,048,230 shares in the last 24 months. This volume of shares sold represents approximately $1.60B in transactions.


This page (NYSE:UNM) was last updated on 5/9/2024 by MarketBeat.com Staff

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