Unum Group Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 17.99 M | $1.61 B | -1.30% | 11.27% |
| NORGES BANK | 08/12/2026 | 13.26 M | $1.19 B | 100.00% | 8.30% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 8.59 M | $767.76 M | -8.05% | 5.38% |
| FMR LLC | 08/13/2026 | 7.74 M | $691.71 M | 7.32% | 4.85% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 6.80 M | $608.28 M | -1.98% | 4.26% |
| TOMS CAPITAL INVESTMENT MANAGEMENT LP | 08/14/2026 | 5.00 M | $447.00 M | 100.00% | 3.13% |
| STATE STREET CORP | 09/22/2026 | 5.07 M | $453.21 M | -1.52% | 3.09% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 4.14 M | $369.89 M | 1.30% | 2.59% |
| MORGAN STANLEY | 08/13/2026 | 3.25 M | $290.50 M | -2.55% | 2.04% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 3.12 M | $279.02 M | -6.12% | 1.95% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 2.99 M | $266.19 M | 56.63% | 1.87% |
| LSV ASSET MANAGEMENT | 08/06/2026 | 2.41 M | $215.73 M | -6.58% | 1.51% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 1.92 M | $171.34 M | 21.17% | 1.20% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 1.90 M | $169.79 M | -41.52% | 1.19% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2026 | 1.89 M | $168.78 M | 118.85% | 1.18% |
| NUVEEN, LLC | 08/11/2026 | 1.76 M | $157.56 M | 48.78% | 1.10% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 1.76 M | $157.33 M | 15.42% | 1.10% |
| NORTHERN TRUST CORP | 08/13/2026 | 1.70 M | $151.92 M | -1.48% | 1.06% |
| WOODLINE PARTNERS LP | 08/14/2026 | 1.67 M | $148.89 M | -9.09% | 1.04% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2026 | 1.50 M | $134.39 M | 137.98% | 0.94% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 1.38 M | $123.70 M | -17.57% | 0.87% |
| VICTORY CAPITAL MANAGEMENT INC | 08/07/2026 | 1.38 M | $123.28 M | -16.23% | 0.86% |
| TOMS CAPITAL INVESTMENT MANAGEMENT LP | 08/14/2026 | 1.28 M | $113.99 M | 100.00% | 0.80% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 1.22 M | $109.19 M | -6.22% | 0.77% |
| D. E. SHAW & CO., INC. | 08/14/2026 | 1.16 M | $103.57 M | 11.08% | 0.73% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 1.13 M | $101.26 M | -1.39% | 0.71% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 1.13 M | $101.26 M | 100.00% | 0.71% |
| UBS GROUP AG | 08/13/2026 | 1.11 M | $99.20 M | 36.74% | 0.70% |
| BALYASNY ASSET MANAGEMENT L.P. | 08/14/2026 | 1.10 M | $98.60 M | -28.21% | 0.69% |
| ROYAL BANK OF CANADA | 08/14/2026 | 1.03 M | $92.07 M | -0.54% | 0.65% |
| NORDEA INVESTMENT MANAGEMENT AB | 08/05/2026 | 951.04 K | $85.85 M | -11.97% | 0.60% |
| CANADA PENSION PLAN INVESTMENT BOARD | 08/14/2026 | 940.68 K | $84.10 M | 11.97% | 0.59% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 935.48 K | $83.63 M | -1.48% | 0.59% |
| QUANTINNO CAPITAL MANAGEMENT LP | 08/13/2026 | 876.25 K | $78.34 M | 16.16% | 0.55% |
| JANE STREET GROUP, LLC | 08/14/2026 | 866.99 K | $77.51 M | 16.41% | 0.54% |
| POINT72 ASSET MANAGEMENT, L.P. | 08/14/2026 | 863.93 K | $77.24 M | -25.13% | 0.54% |
| INVESCO LTD. | 08/14/2026 | 763.33 K | $68.24 M | -9.47% | 0.48% |
| ZURICH INSURANCE GROUP LTD/FI | 08/14/2026 | 691.75 K | $61.84 M | 22.31% | 0.43% |
| SWEDBANK AB | 07/15/2026 | 686.08 K | $61.34 M | 38.30% | 0.43% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 08/14/2026 | 650.00 K | $58.11 M | -67.50% | 0.41% |
| DONALD SMITH & CO., INC. | 08/11/2026 | 649.49 K | $58.06 M | -51.09% | 0.41% |
| JAIN GLOBAL LLC | 08/14/2026 | 633.69 K | $56.65 M | 6.50% | 0.40% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 618.27 K | $55.27 M | 6.56% | 0.39% |
| SEI INVESTMENTS CO | 08/14/2026 | 603.78 K | $53.98 M | -0.79% | 0.38% |
| FRANKLIN TEMPLETON INC | 08/13/2026 | 550.83 K | $49.24 M | 17.68% | 0.35% |
| FREESTONE GROVE PARTNERS LP | 08/14/2026 | 548.83 K | $49.07 M | 45.55% | 0.34% |
| JPMORGAN CHASE & CO | 08/12/2026 | 514.23 K | $46.72 M | -22.46% | 0.32% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 08/13/2026 | 508.94 K | $45.50 M | -6.53% | 0.32% |
| ENSIGN PEAK ADVISORS, INC | 08/14/2026 | 496.56 K | $44.39 M | -15.01% | 0.31% |
| GRACE & WHITE INC /NY | 07/17/2026 | 487.61 K | $43.59 M | -0.13% | 0.31% |
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Unum Group institutional Ownership - FAQ's
During the previous two years, 1165 institutional investors and hedge funds held shares of Unum Group. The most heavily invested institutionals were:
DIMENSIONAL FUND ADVISORS LP: 4.04 M
Swedbank AB: 737,355
Assenagon Asset Management S.A.: 625,411
GRACE & WHITE INC /NY: 487,610
WEDGE CAPITAL MANAGEMENT L L P/NC: 354,695
Allspring Global Investments Holdings, LLC: 353,251
89.35% of Unum Group stock is owned by institutional investors.
Institutional investors have bought a total of 225.91 M shares in the last 24 months. This purchase volume represents approximately $16.48 B in transactions.