Unum Group Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/07/2025 | 18.66 M | $1.45 B | -2.51% | 10.72% |
| BLACKROCK, INC. | 11/12/2025 | 17.41 M | $1.35 B | -4.80% | 10.00% |
| FMR LLC | 11/13/2025 | 7.17 M | $557.88 M | 6.99% | 4.12% |
| FIRST TRUST ADVISORS LP | 11/12/2025 | 5.73 M | $446.06 M | 4.05% | 3.29% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 5.63 M | $437.63 M | -1.18% | 3.23% |
| STATE STREET CORP | 11/14/2025 | 5.51 M | $428.26 M | -3.20% | 3.16% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 3.78 M | $293.84 M | 4.99% | 2.17% |
| MORGAN STANLEY | 11/14/2025 | 3.39 M | $263.62 M | -12.48% | 1.95% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 3.39 M | $267.05 M | 1.36% | 1.95% |
| LSV ASSET MANAGEMENT | 11/06/2025 | 2.73 M | $212.57 M | -0.31% | 1.57% |
| ALLIANZ ASSET MANAGEMENT GMBH | 11/04/2025 | 2.52 M | $195.70 M | 63.68% | 1.45% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 2.34 M | $181.62 M | 35.09% | 1.34% |
| VICTORY CAPITAL MANAGEMENT INC | 11/12/2025 | 2.18 M | $169.28 M | -1.13% | 1.25% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 1.79 M | $139.19 M | -2.94% | 1.03% |
| DONALD SMITH & CO., INC. | 11/13/2025 | 1.78 M | $138.45 M | -1.44% | 1.02% |
| NORTHERN TRUST CORP | 11/14/2025 | 1.76 M | $136.52 M | -3.45% | 1.01% |
| INVESCO LTD. | 11/13/2025 | 1.67 M | $129.83 M | -23.02% | 0.96% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 1.51 M | $117.41 M | -0.97% | 0.87% |
| NORDEA INVESTMENT MANAGEMENT AB | 10/27/2025 | 1.42 M | $109.92 M | -4.13% | 0.82% |
| UBS GROUP AG | 11/13/2025 | 1.29 M | $100.18 M | 5.29% | 0.74% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 11/14/2025 | 1.20 M | $93.34 M | 6.67% | 0.69% |
| NUVEEN, LLC | 11/12/2025 | 1.17 M | $90.84 M | 3.70% | 0.67% |
| ROYAL BANK OF CANADA | 11/14/2025 | 1.07 M | $83.55 M | -28.67% | 0.62% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 1.07 M | $82.85 M | 0.91% | 0.61% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 864.49 K | $67.24 M | 127.27% | 0.50% |
| ENSIGN PEAK ADVISORS, INC | 11/13/2025 | 690.85 K | $53.73 M | -3.00% | 0.40% |
| JPMORGAN CHASE & CO | 11/26/2025 | 667.62 K | $51.93 M | -4.22% | 0.38% |
| WOODLINE PARTNERS LP | 11/14/2025 | 665.17 K | $51.74 M | -40.97% | 0.38% |
| MOORE CAPITAL MANAGEMENT, LP | 11/14/2025 | 658.91 K | $51.25 M | 195.00% | 0.38% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 10/20/2025 | 655.57 K | $51.30 M | -8.72% | 0.38% |
| CBOE VEST FINANCIAL, LLC | 10/30/2025 | 653.53 K | $50.83 M | 5.46% | 0.38% |
| UBS ASSET MANAGEMENT AMERICAS INC | 11/14/2025 | 613.69 K | $47.73 M | -34.66% | 0.35% |
| BALYASNY ASSET MANAGEMENT L.P. | 11/14/2025 | 583.28 K | $45.37 M | -42.59% | 0.34% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 11/14/2025 | 564.48 K | $43.90 M | -22.46% | 0.32% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2025 | 523.87 K | $40.75 M | 5.41% | 0.30% |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 11/14/2025 | 517.51 K | $40.25 M | -18.92% | 0.30% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 507.97 K | $39.51 M | -3.29% | 0.29% |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 10/10/2025 | 502.22 K | $39.06 M | 20.36% | 0.29% |
| SEI INVESTMENTS CO | 11/13/2025 | 497.93 K | $38.73 M | 15.58% | 0.29% |
| GRACE & WHITE INC /NY | 10/23/2025 | 493.73 K | $38.40 M | -0.91% | 0.28% |
| NEUBERGER BERMAN GROUP LLC | 11/12/2025 | 484.64 K | $37.70 M | -36.30% | 0.28% |
| RHUMBLINE ADVISERS | 11/06/2025 | 459.90 K | $35.77 M | -5.00% | 0.26% |
| TWO SIGMA ADVISERS, LP | 11/14/2025 | 443.40 K | $34.49 M | 203.28% | 0.25% |
| QUANTINNO CAPITAL MANAGEMENT LP | 11/14/2025 | 443.09 K | $34.46 M | 35.96% | 0.25% |
| PROSHARE ADVISORS LLC | 11/06/2025 | 439.47 K | $34.18 M | 3.99% | 0.25% |
| BRIDGEWATER ASSOCIATES, LP | 11/13/2025 | 436.08 K | $33.92 M | -22.39% | 0.25% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 435.68 K | $33.90 M | 4.33% | 0.25% |
| ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 11/14/2025 | 421.04 K | $32.75 M | -37.22% | 0.24% |
| RETIREMENT SYSTEMS OF ALABAMA | 10/31/2025 | 414.45 K | $32.24 M | -1.57% | 0.24% |
| ALGEBRIS (UK) LTD | 10/31/2025 | 389.46 K | $30.27 M | 95.70% | 0.22% |
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Unum Group institutional Ownership - FAQ's
During the previous two years, 1061 institutional investors and hedge funds held shares of Unum Group. The most heavily invested institutionals were:
VANGUARD GROUP INC: 18.66 M
BlackRock, Inc.: 17.41 M
FMR LLC: 7.17 M
FIRST TRUST ADVISORS LP: 5.73 M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 5.63 M
STATE STREET CORP: 5.51 M
76.32% of Unum Group stock is owned by institutional investors.
Institutional investors have bought a total of 206.67 M shares in the last 24 months. This purchase volume represents approximately $15.16 B in transactions.