Unum Group Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
VANGUARD GROUP INC | 05/09/2025 | 20.21 M | $1.65 B | -1.43% | 11.33% |
BLACKROCK, INC. | 05/02/2025 | 17.67 M | $1.44 B | -8.37% | 9.91% |
FMR LLC | 05/12/2025 | 7.37 M | $600.45 M | -12.73% | 4.13% |
STATE STREET CORP | 05/15/2025 | 5.90 M | $480.51 M | -1.79% | 3.31% |
FIRST TRUST ADVISORS LP | 05/14/2025 | 5.82 M | $474.21 M | 240.74% | 3.27% |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/09/2025 | 5.82 M | $473.81 M | 4.76% | 3.26% |
DIMENSIONAL FUND ADVISORS LP | 05/13/2025 | 4.29 M | $349.26 M | -13.45% | 2.41% |
MORGAN STANLEY | 05/15/2025 | 3.44 M | $280.17 M | -8.95% | 1.93% |
GEODE CAPITAL MANAGEMENT, LLC | 05/13/2025 | 3.12 M | $254.43 M | 4.65% | 1.75% |
LSV ASSET MANAGEMENT | 05/09/2025 | 2.74 M | $223.25 M | 0.15% | 1.54% |
INVESCO LTD. | 05/12/2025 | 2.28 M | $185.60 M | 155.63% | 1.28% |
AQR CAPITAL MANAGEMENT LLC | 05/15/2025 | 2.15 M | $172.18 M | -11.99% | 1.21% |
DONALD SMITH & CO., INC. | 05/12/2025 | 1.94 M | $157.89 M | -21.57% | 1.09% |
NORTHERN TRUST CORP | 05/13/2025 | 1.88 M | $153.35 M | -2.48% | 1.06% |
BANK OF NEW YORK MELLON CORP | 04/29/2025 | 1.87 M | $152.66 M | -0.95% | 1.05% |
VICTORY CAPITAL MANAGEMENT INC | 05/02/2025 | 1.65 M | $134.77 M | 13.10% | 0.93% |
GOLDMAN SACHS GROUP INC | 06/27/2025 | 1.58 M | $128.98 M | -16.69% | 0.89% |
BALYASNY ASSET MANAGEMENT L.P. | 05/15/2025 | 1.49 M | $121.68 M | -4.28% | 0.84% |
NORDEA INVESTMENT MANAGEMENT AB | 05/14/2025 | 1.43 M | $115.19 M | -3.61% | 0.80% |
ROYAL BANK OF CANADA | 05/15/2025 | 1.42 M | $115.36 M | 0.47% | 0.79% |
ALLIANZ ASSET MANAGEMENT GMBH | 05/05/2025 | 1.38 M | $112.26 M | 8.94% | 0.77% |
05/12/2025 | 1.15 M | $93.29 M | 100.00% | 0.64% | |
FREESTONE GROVE PARTNERS LP | 05/15/2025 | 1.08 M | $88.07 M | 21.30% | 0.61% |
ASSENAGON ASSET MANAGEMENT S.A. | 04/15/2025 | 1.03 M | $84.21 M | 228.63% | 0.58% |
ZURICH INSURANCE GROUP LTD/FI | 05/15/2025 | 958.18 K | $78.05 M | -33.48% | 0.54% |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 05/15/2025 | 950.00 K | $77.39 M | 65.22% | 0.53% |
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 04/24/2025 | 945.27 K | $77.51 M | 202.09% | 0.53% |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2025 | 873.29 K | $71.14 M | -48.88% | 0.49% |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 05/13/2025 | 838.08 K | $68.27 M | 0.75% | 0.47% |
FRANKLIN RESOURCES INC | 05/13/2025 | 771.33 K | $62.83 M | 26.34% | 0.43% |
UBS ASSET MANAGEMENT AMERICAS INC | 05/19/2025 | 746.27 K | $60.79 M | 12.53% | 0.42% |
WOODLINE PARTNERS LP | 05/15/2025 | 739.88 K | $60.27 M | 28.99% | 0.42% |
UBS GROUP AG | 05/13/2025 | 735.20 K | $59.89 M | -41.32% | 0.41% |
TEEWINOT CAPITAL ADVISERS, L.L.C. | 05/15/2025 | 722.82 K | $58.88 M | 100.00% | 0.41% |
JPMORGAN CHASE & CO | 05/12/2025 | 721.28 K | $58.76 M | 1.32% | 0.40% |
BOONE CAPITAL MANAGEMENT LLC | 05/15/2025 | 700.60 K | $57.07 M | -12.85% | 0.39% |
AMUNDI | 05/15/2025 | 695.84 K | $55.14 M | 92.85% | 0.39% |
ALYESKA INVESTMENT GROUP, L.P. | 05/15/2025 | 670.37 K | $54.61 M | -17.80% | 0.38% |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 05/14/2025 | 651.88 K | $53.10 M | 86.63% | 0.37% |
MILLENNIUM MANAGEMENT LLC | 05/15/2025 | 640.07 K | $52.14 M | -44.34% | 0.36% |
CBOE VEST FINANCIAL, LLC | 04/11/2025 | 627.58 K | $51.12 M | 1,740.25% | 0.35% |
JACOBS LEVY EQUITY MANAGEMENT, INC | 05/15/2025 | 617.29 K | $50.28 M | -21.48% | 0.35% |
BRIDGEWATER ASSOCIATES, LP | 05/14/2025 | 522.26 K | $42.54 M | 53.77% | 0.29% |
BANK OF AMERICA CORP /DE/ | 05/15/2025 | 519.75 K | $42.34 M | 44.12% | 0.29% |
GRACE & WHITE INC /NY | 04/22/2025 | 499.36 K | $40.68 M | 0.00% | 0.28% |
RHUMBLINE ADVISERS | 05/29/2025 | 498.80 K | $40.63 M | -5.53% | 0.28% |
RENAISSANCE TECHNOLOGIES LLC | 05/14/2025 | 463.60 K | $37.76 M | 38.31% | 0.26% |
WEDGE CAPITAL MANAGEMENT L L P/NC | 04/14/2025 | 461.51 K | $37.59 M | -22.71% | 0.26% |
LEGAL & GENERAL GROUP PLC | 05/15/2025 | 461.30 K | $37.58 M | 9.81% | 0.26% |
NEUBERGER BERMAN GROUP LLC | 05/13/2025 | 457.27 K | $37.25 M | 8.13% | 0.26% |
Unum Group institutional Ownership - FAQ's
During the previous two years, 994 institutional investors and hedge funds held shares of Unum Group. The most heavily invested institutionals were:
FIRST HAWAIIAN BANK: 0
VANGUARD GROUP INC: 20.21 M
BlackRock, Inc.: 17.67 M
FMR LLC: 7.37 M
STATE STREET CORP: 5.9 M
FIRST TRUST ADVISORS LP: 5.82 M
79.39% of Unum Group stock is owned by institutional investors.
Institutional investors have bought a total of 214.12 M shares in the last 24 months. This purchase volume represents approximately $17.57 B in transactions.