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| Reporting Date | Major Shareholder Name | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 05/10/2024 | VANGUARD GROUP INC | 20.33 M | $1.09 B | -1.25% | 10.34% |
| 05/10/2024 | BLACKROCK INC. | 19.60 M | $1.05 B | -16.30% | 9.97% |
| 05/13/2024 | FMR LLC | 15.86 M | $850.94 M | 7.65% | 8.06% |
| 05/15/2024 | STATE STREET CORP | 6.19 M | $332.14 M | 0.72% | 3.15% |
| 05/09/2024 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 5.45 M | $292.57 M | 30.99% | 2.77% |
| 05/10/2024 | DIMENSIONAL FUND ADVISORS LP | 5.32 M | $285.41 M | -1.34% | 2.70% |
| 05/15/2024 | MORGAN STANLEY | 4.23 M | $227.03 M | 4.57% | 2.15% |
| 05/15/2024 | AQR CAPITAL MANAGEMENT LLC | 3.75 M | $201.33 M | 4.76% | 1.91% |
| 05/10/2024 | DONALD SMITH & CO., INC. | 3.66 M | $196.56 M | -0.65% | 1.90% |
| 05/15/2024 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 3.15 M | $168.85 M | 90.39% | 1.63% |
| 05/13/2024 | GEODE CAPITAL MANAGEMENT, LLC | 3.06 M | $164.31 M | 3.34% | 1.56% |
| 05/02/2024 | NORDEA INVESTMENT MANAGEMENT AB | 2.96 M | $158.59 M | 51.66% | 1.54% |
| 05/06/2024 | LSV ASSET MANAGEMENT | 2.90 M | $155.63 M | -1.03% | 1.51% |
| 04/25/2024 | BANK OF NEW YORK MELLON CORP | 2.18 M | $116.92 M | -4.89% | 1.11% |
| 05/15/2024 | GOLDMAN SACHS GROUP INC | 1.91 M | $102.47 M | -5.34% | 0.97% |
| 05/15/2024 | ROYAL BANK OF CANADA | 1.68 M | $90.32 M | -4.88% | 0.86% |
| 05/14/2024 | INVESCO LTD. | 1.37 M | $73.62 M | -21.38% | 0.70% |
| 05/15/2024 | TWO SIGMA ADVISERS, LP | 1.34 M | $71.70 M | -13.45% | 0.68% |
| 05/14/2024 | NORTHERN TRUST CORP | 1.31 M | $70.13 M | -15.94% | 0.66% |
| 05/13/2024 | FIRST TRUST ADVISORS LP | 1.23 M | $66.07 M | 26.48% | 0.63% |
| 05/07/2024 | ASSETMARK, INC | 1.20 M | $64.15 M | -1.33% | 0.62% |
| 05/15/2024 | MILLENNIUM MANAGEMENT LLC | 1.22 M | $65.29 M | -33.05% | 0.62% |
| 05/13/2024 | NUVEEN ASSET MANAGEMENT, LLC | 1.18 M | $63.21 M | 22.57% | 0.60% |
| 05/15/2024 | BOONE CAPITAL MANAGEMENT LLC | 1.03 M | $55.00 M | 6.59% | 0.53% |
| 05/15/2024 | TWO SIGMA INVESTMENTS, LP | 1.01 M | $54.05 M | -18.47% | 0.51% |
| 05/15/2024 | AMUNDI | 945,552 | $48.02 M | 297.75% | 0.49% |
| 05/13/2024 | RENAISSANCE TECHNOLOGIES LLC | 827,400 | $44.40 M | 84.36% | 0.42% |
| 04/23/2024 | WEDGE CAPITAL MANAGEMENT L L P/NC | 808,147 | $43.37 M | -6.73% | 0.42% |
| 05/14/2024 | ALLIANZ ASSET MANAGEMENT GMBH | 813,108 | $43.63 M | -14.49% | 0.41% |
| 05/15/2024 | MAN GROUP PLC | 789,464 | $42.36 M | 32.38% | 0.41% |
| 04/24/2024 | ASSENAGON ASSET MANAGEMENT S.A. | 778,129 | $41.75 M | 84.98% | 0.40% |
| 05/15/2024 | D. E. SHAW & CO., INC. | 706,795 | $37.93 M | -30.47% | 0.36% |
| 05/03/2024 | VICTORY CAPITAL MANAGEMENT INC | 687,630 | $36.90 M | 5.12% | 0.35% |
| 04/29/2024 | PRINCIPAL FINANCIAL GROUP INC | 686,154 | $36.82 M | 1.72% | 0.35% |
| 05/08/2024 | PROSHARE ADVISORS LLC | 636,320 | $34.14 M | 6,498.09% | 0.32% |
| 05/15/2024 | WOODLINE PARTNERS LP | 611,646 | $32.82 M | 100.00% | 0.32% |
| 05/10/2024 | JPMORGAN CHASE & CO | 609,250 | $32.69 M | 7.25% | 0.31% |
| 05/15/2024 | BANK OF AMERICA CORP /DE/ | 602,564 | $32.33 M | 47.34% | 0.31% |
| 05/15/2024 | PRANA CAPITAL MANAGEMENT, LP | 588,464 | $31.58 M | 21.68% | 0.31% |
| 05/09/2024 | RHUMBLINE ADVISERS | 575,410 | $30.88 M | 2.71% | 0.29% |
| 05/14/2024 | SCHRODER INVESTMENT MANAGEMENT GROUP | 520,400 | $27.92 M | 1.08% | 0.27% |
| 04/30/2024 | RETIREMENT SYSTEMS OF ALABAMA | 520,390 | $27.92 M | -0.26% | 0.27% |
| 04/25/2024 | GRACE & WHITE INC /NY | 503,156 | $27.00 M | -3.32% | 0.26% |
| 07/01/2024 | LEGAL & GENERAL GROUP PLC | 493,686 | $26.49 M | -7.50% | 0.26% |
| 05/14/2024 | QUBE RESEARCH & TECHNOLOGIES LTD | 446,089 | $23.94 M | -40.65% | 0.23% |
| 05/14/2024 | GUGGENHEIM CAPITAL LLC | 423,977 | $22.75 M | 1.30% | 0.22% |
| 05/15/2024 | MCGOWAN GROUP ASSET MANAGEMENT, INC. | 413,006 | $22.16 M | -0.73% | 0.21% |
| 05/14/2024 | LAZARD ASSET MANAGEMENT LLC | 411,467 | $22.08 M | 20.47% | 0.21% |
| 05/15/2024 | VOYA INVESTMENT MANAGEMENT LLC | 419,211 | $22.49 M | 5.31% | 0.21% |
| 05/15/2024 | AMERIPRISE FINANCIAL INC | 413,547 | $22.19 M | -1.42% | 0.21% |
A. During the previous two years, 882 institutional investors and hedge funds held shares of Unum Group. The most heavily invested institutionals were:
VANGUARD GROUP INC: 20.33 M
BlackRock Inc.: 19.6 M
FMR LLC: 15.86 M
STATE STREET CORP: 6.19 M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 5.45 M
DIMENSIONAL FUND ADVISORS LP: 5.32 M
A. 78.76% of Unum Group stock is owned by institutional investors.
A. Institutional investors have bought a total of 242.75 M shares in the last 24 months. This purchase volume represents approximately $12.26 B in transactions.
