Unum Group Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 18.23 M | $1.33 B | 6.95% | 11.11% |
| 05/08/2026 | 9.34 M | $682.06 M | 100.00% | 5.69% | |
| FMR LLC | 05/15/2026 | 7.21 M | $526.49 M | -2.99% | 4.39% |
| VANGUARD CAPITAL MANAGEMENT LLC | 05/15/2026 | 6.94 M | $506.93 M | 100.00% | 4.23% |
| STATE STREET CORP | 05/15/2026 | 5.15 M | $375.92 M | -3.43% | 3.14% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 4.08 M | $298.29 M | 7.72% | 2.49% |
| MORGAN STANLEY | 05/15/2026 | 3.33 M | $243.52 M | 2.29% | 2.03% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 3.32 M | $242.80 M | 1.59% | 2.03% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 3.25 M | $237.20 M | -30.62% | 1.98% |
| LSV ASSET MANAGEMENT | 05/11/2026 | 2.58 M | $188.64 M | -3.10% | 1.57% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 05/15/2026 | 2.00 M | $146.06 M | 60.00% | 1.22% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 1.91 M | $139.34 M | -11.40% | 1.16% |
| WOODLINE PARTNERS LP | 05/15/2026 | 1.83 M | $133.79 M | 29.66% | 1.12% |
| NORTHERN TRUST CORP | 05/14/2026 | 1.72 M | $125.97 M | 1.16% | 1.05% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 1.68 M | $122.59 M | 70.53% | 1.02% |
| VICTORY CAPITAL MANAGEMENT INC | 05/15/2026 | 1.65 M | $120.22 M | -8.41% | 1.00% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 1.58 M | $115.51 M | 26.82% | 0.96% |
| BALYASNY ASSET MANAGEMENT L.P. | 05/15/2026 | 1.54 M | $112.20 M | 119.24% | 0.94% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 1.52 M | $111.35 M | 199.08% | 0.93% |
| DONALD SMITH & CO., INC. | 05/14/2026 | 1.33 M | $96.98 M | 0.97% | 0.81% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 1.30 M | $95.11 M | -21.97% | 0.79% |
| NUVEEN, LLC | 04/30/2026 | 1.18 M | $86.51 M | 6.06% | 0.72% |
| POINT72 ASSET MANAGEMENT, L.P. | 05/15/2026 | 1.15 M | $84.27 M | 50.30% | 0.70% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 1.15 M | $83.88 M | -79.68% | 0.70% |
| NORDEA INVESTMENT MANAGEMENT AB | 05/13/2026 | 1.08 M | $78.60 M | 0.14% | 0.66% |
| D. E. SHAW & CO., INC. | 05/15/2026 | 1.04 M | $76.16 M | 92.07% | 0.64% |
| ROYAL BANK OF CANADA | 05/15/2026 | 1.04 M | $75.62 M | -8.36% | 0.63% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 949.53 K | $69.34 M | 100.00% | 0.58% |
| ALGEBRIS (UK) LTD | 05/13/2026 | 944.32 K | $68.85 M | 34.94% | 0.58% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2026 | 862.67 K | $63.00 M | 7.73% | 0.53% |
| INVESCO LTD. | 05/12/2026 | 843.16 K | $61.58 M | -48.81% | 0.51% |
| CANADA PENSION PLAN INVESTMENT BOARD | 05/15/2026 | 840.10 K | $61.35 M | 150.50% | 0.51% |
| UBS GROUP AG | 05/05/2026 | 811.47 K | $59.26 M | -40.20% | 0.49% |
| QUANTINNO CAPITAL MANAGEMENT LP | 05/15/2026 | 754.34 K | $55.09 M | 14.60% | 0.46% |
| JANE STREET GROUP, LLC | 05/12/2026 | 744.75 K | $54.39 M | 48.13% | 0.45% |
| JPMORGAN CHASE & CO | 05/13/2026 | 663.21 K | $48.41 M | 22.63% | 0.40% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2026 | 631.69 K | $46.13 M | 21.16% | 0.39% |
| SEI INVESTMENTS CO | 05/13/2026 | 608.59 K | $44.45 M | 9.85% | 0.37% |
| JAIN GLOBAL LLC | 05/15/2026 | 595.04 K | $43.46 M | 13,513.45% | 0.36% |
| ENSIGN PEAK ADVISORS, INC | 05/13/2026 | 584.24 K | $42.67 M | -2.67% | 0.36% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 580.23 K | $42.37 M | 18.52% | 0.35% |
| ZURICH INSURANCE GROUP LTD/FI | 05/15/2026 | 565.60 K | $41.31 M | -25.53% | 0.34% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/13/2026 | 544.50 K | $39.76 M | -0.77% | 0.33% |
| HRT FINANCIAL LP | 05/14/2026 | 540.01 K | $39.44 M | 103.46% | 0.33% |
| ALYESKA INVESTMENT GROUP, L.P. | 05/15/2026 | 512.92 K | $37.46 M | -44.88% | 0.31% |
| SQUAREPOINT OPS LLC | 05/15/2026 | 508.28 K | $37.12 M | -20.87% | 0.31% |
| SWEDBANK AB | 04/29/2026 | 496.08 K | $36.23 M | 6.11% | 0.30% |
| GRACE & WHITE INC /NY | 04/21/2026 | 488.23 K | $35.66 M | 0.00% | 0.30% |
| FRANKLIN RESOURCES INC | 05/13/2026 | 468.07 K | $34.18 M | 34.97% | 0.29% |
| ALLIANZ ASSET MANAGEMENT GMBH | 05/11/2026 | 460.47 K | $33.63 M | -60.12% | 0.28% |
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Unum Group institutional Ownership - FAQ's
During the previous two years, 1081 institutional investors and hedge funds held shares of Unum Group. The most heavily invested institutionals were:
LSV ASSET MANAGEMENT: 2.41 M
Bank of New York Mellon Corp: 1.22 M
NORDEA INVESTMENT MANAGEMENT AB: 951,044
Swedbank AB: 686,077
GRACE & WHITE INC /NY: 487,610
Assenagon Asset Management S.A.: 427,364
77.06% of Unum Group stock is owned by institutional investors.
Institutional investors have bought a total of 207.85 M shares in the last 24 months. This purchase volume represents approximately $15.16 B in transactions.