Unum Group Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 18.96 M | $1.13 B | 100.00% | 10.17% |
| VANGUARD GROUP INC | 11/13/2024 | 18.90 M | $1.12 B | -5.90% | 10.14% |
| FMR LLC | 11/13/2024 | 12.97 M | $770.95 M | -20.26% | 6.96% |
| STATE STREET CORP | 11/14/2024 | 5.97 M | $354.99 M | -1.93% | 3.20% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 5.50 M | $326.95 M | 1.01% | 2.95% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 5.04 M | $299.52 M | -4.97% | 2.70% |
| MORGAN STANLEY | 11/14/2024 | 3.77 M | $223.88 M | -6.38% | 2.02% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 3.03 M | $179.96 M | -2.30% | 1.62% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/14/2024 | 3.00 M | $178.45 M | -9.15% | 1.61% |
| DONALD SMITH & CO., INC. | 10/25/2024 | 2.92 M | $173.62 M | -6.03% | 1.57% |
| LSV ASSET MANAGEMENT | 11/12/2024 | 2.80 M | $166.66 M | -0.38% | 1.50% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2024 | 2.80 M | $162.93 M | -17.00% | 1.50% |
| NORDEA INVESTMENT MANAGEMENT AB | 11/05/2024 | 2.26 M | $133.22 M | -2.90% | 1.22% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 2.16 M | $128.33 M | -3.14% | 1.16% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 1.97 M | $117.21 M | -9.04% | 1.06% |
| FIRST TRUST ADVISORS LP | 11/13/2024 | 1.48 M | $88.02 M | 10.51% | 0.79% |
| ROYAL BANK OF CANADA | 11/14/2024 | 1.41 M | $84.02 M | -5.22% | 0.76% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 1.20 M | $71.16 M | -1.36% | 0.64% |
| VICTORY CAPITAL MANAGEMENT INC | 11/05/2024 | 1.19 M | $70.51 M | 5.93% | 0.64% |
| BOONE CAPITAL MANAGEMENT LLC | 11/14/2024 | 964,170 | $57.31 M | 3.61% | 0.52% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 11/14/2024 | 946,976 | $56.29 M | 498.46% | 0.51% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 944,939 | $56.17 M | 12.65% | 0.51% |
| AMUNDI | 11/13/2024 | 914,648 | $55.26 M | 41.66% | 0.49% |
| ALLIANZ ASSET MANAGEMENT GMBH | 11/13/2024 | 872,803 | $51.88 M | -11.71% | 0.47% |
| INVESCO LTD. | 11/12/2024 | 812,501 | $48.30 M | -44.00% | 0.44% |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 10/11/2024 | 738,040 | $43.87 M | -15.44% | 0.40% |
| WOODLINE PARTNERS LP | 11/14/2024 | 734,525 | $43.66 M | 79.21% | 0.39% |
| TWO SIGMA ADVISERS, LP | 11/14/2024 | 701,400 | $41.69 M | -32.88% | 0.38% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2024 | 698,037 | $41.49 M | 4.82% | 0.37% |
| ASSETMARK, INC | 11/01/2024 | 638,808 | $37.97 M | -46.53% | 0.34% |
| JPMORGAN CHASE & CO | 11/08/2024 | 623,724 | $37.07 M | -4.41% | 0.33% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 11/13/2024 | 554,405 | $32.95 M | 5.83% | 0.30% |
| RHUMBLINE ADVISERS | 11/12/2024 | 533,723 | $31.72 M | -3.54% | 0.29% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 11/14/2024 | 509,702 | $30.30 M | 151.67% | 0.27% |
| GRACE & WHITE INC /NY | 10/21/2024 | 499,356 | $29.68 M | -0.69% | 0.27% |
| RETIREMENT SYSTEMS OF ALABAMA | 12/06/2024 | 481,316 | $28.61 M | -5.96% | 0.26% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 481,000 | $28.59 M | 22.17% | 0.26% |
| NEUBERGER BERMAN GROUP LLC | 11/14/2024 | 471,072 | $28.00 M | 18.75% | 0.25% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 470,070 | $27.94 M | 1.33% | 0.25% |
| FRANKLIN RESOURCES INC | 11/27/2024 | 469,342 | $29.55 M | 49.97% | 0.25% |
| D. E. SHAW & CO., INC. | 11/14/2024 | 468,366 | $27.84 M | -31.99% | 0.25% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 447,953 | $26.63 M | -18.88% | 0.24% |
| MAN GROUP PLC | 11/14/2024 | 410,570 | $24.40 M | -34.65% | 0.22% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 409,230 | $24.32 M | -5.31% | 0.22% |
| UBS GROUP AG | 11/14/2024 | 400,717 | $23.82 M | 2.05% | 0.22% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 11/14/2024 | 400,000 | $23.78 M | 100.00% | 0.21% |
| PRINCIPAL FINANCIAL GROUP INC | 10/31/2024 | 397,292 | $23.62 M | -33.16% | 0.21% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2024 | 387,799 | $23.05 M | 307.08% | 0.21% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11/13/2024 | 373,269 | $22.19 M | -5.69% | 0.20% |
| SWISS NATIONAL BANK | 11/07/2024 | 369,600 | $21.97 M | -1.88% | 0.20% |
Unum Groupinstitutional Ownership - FAQ's
During the previous two years, 885 institutional investors and hedge funds held shares of Unum Group. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 18.96 M
VANGUARD GROUP INC: 18.9 M
FMR LLC: 12.97 M
STATE STREET CORP: 5.97 M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 5.5 M
DIMENSIONAL FUND ADVISORS LP: 5.04 M
76.02% of Unum Group stock is owned by institutional investors.
Institutional investors have bought a total of 210.80 M shares in the last 24 months. This purchase volume represents approximately $15.46 B in transactions.