Unum Group Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 01/29/2026 | 18.17 M | $1.41 B | -2.60% | 10.84% |
| BLACKROCK, INC. | 02/12/2026 | 17.05 M | $1.32 B | -2.07% | 10.17% |
| NORGES BANK | 02/10/2026 | 14.31 M | $1.11 B | 100.00% | 8.53% |
| FMR LLC | 02/17/2026 | 7.43 M | $575.96 M | 3.61% | 4.31% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 5.65 M | $438.13 M | 0.48% | 3.28% |
| STATE STREET CORP | 02/13/2026 | 5.33 M | $413.08 M | -3.20% | 3.18% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 4.68 M | $362.78 M | -18.38% | 2.71% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 3.79 M | $293.87 M | 0.37% | 2.26% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 3.27 M | $253.63 M | -3.40% | 1.95% |
| MORGAN STANLEY | 02/13/2026 | 3.26 M | $252.65 M | -3.81% | 1.94% |
| LSV ASSET MANAGEMENT | 02/06/2026 | 2.67 M | $206.58 M | -2.46% | 1.59% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 2.15 M | $166.90 M | -7.94% | 1.25% |
| VICTORY CAPITAL MANAGEMENT INC | 02/13/2026 | 1.80 M | $139.29 M | -17.42% | 1.04% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 1.67 M | $129.35 M | -6.73% | 1.00% |
| NORTHERN TRUST CORP | 02/17/2026 | 1.71 M | $132.15 M | -2.85% | 0.99% |
| INVESCO LTD. | 02/19/2026 | 1.65 M | $127.65 M | -1.33% | 0.98% |
| WOODLINE PARTNERS LP | 02/17/2026 | 1.41 M | $109.49 M | 112.40% | 0.82% |
| UBS GROUP AG | 01/29/2026 | 1.36 M | $105.16 M | 5.35% | 0.81% |
| DONALD SMITH & CO., INC. | 02/11/2026 | 1.32 M | $101.93 M | -26.11% | 0.78% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 1.25 M | $96.66 M | -17.38% | 0.73% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 02/17/2026 | 1.25 M | $96.88 M | 4.17% | 0.72% |
| ALLIANZ ASSET MANAGEMENT GMBH | 02/11/2026 | 1.15 M | $89.49 M | -54.11% | 0.69% |
| ROYAL BANK OF CANADA | 02/17/2026 | 1.13 M | $87.56 M | 5.19% | 0.67% |
| NUVEEN, LLC | 02/12/2026 | 1.12 M | $86.56 M | -4.36% | 0.67% |
| NORDEA INVESTMENT MANAGEMENT AB | 01/08/2026 | 1.08 M | $83.86 M | -24.08% | 0.63% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 984.38 K | $76.29 M | -7.58% | 0.59% |
| ALYESKA INVESTMENT GROUP, L.P. | 02/13/2026 | 930.53 K | $72.12 M | 365.27% | 0.54% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/17/2026 | 800.76 K | $62.06 M | 100.00% | 0.46% |
| POINT72 ASSET MANAGEMENT, L.P. | 02/17/2026 | 767.72 K | $59.50 M | 2,297.03% | 0.45% |
| ZURICH INSURANCE GROUP LTD/FI | 02/17/2026 | 759.49 K | $58.86 M | 100.00% | 0.44% |
| ALGEBRIS (UK) LTD | 02/10/2026 | 699.81 K | $54.26 M | 79.68% | 0.42% |
| BALYASNY ASSET MANAGEMENT L.P. | 02/17/2026 | 700.75 K | $54.31 M | 20.14% | 0.41% |
| QUANTINNO CAPITAL MANAGEMENT LP | 02/17/2026 | 658.21 K | $51.01 M | 48.55% | 0.38% |
| SQUAREPOINT OPS LLC | 02/13/2026 | 642.33 K | $49.78 M | 89.25% | 0.37% |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 02/17/2026 | 621.06 K | $48.13 M | 20.01% | 0.36% |
| ENSIGN PEAK ADVISORS, INC | 02/12/2026 | 600.26 K | $46.52 M | -13.11% | 0.36% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 01/15/2026 | 575.06 K | $44.41 M | -12.28% | 0.34% |
| MARSHALL WACE, LLP | 02/13/2026 | 561.15 K | $43.49 M | 507.42% | 0.33% |
| NEUBERGER BERMAN GROUP LLC | 02/13/2026 | 559.66 K | $43.37 M | 15.48% | 0.32% |
| MERCER GLOBAL ADVISORS INC /ADV | 02/18/2026 | 540.14 K | $42.07 M | 88.02% | 0.32% |
| SEI INVESTMENTS CO | 02/13/2026 | 554.01 K | $42.94 M | 11.26% | 0.32% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/13/2026 | 548.70 K | $42.52 M | -10.59% | 0.32% |
| D. E. SHAW & CO., INC. | 02/17/2026 | 542.98 K | $42.08 M | 635.16% | 0.31% |
| JPMORGAN CHASE & CO | 02/11/2026 | 540.84 K | $41.92 M | -18.99% | 0.31% |
| CBOE VEST FINANCIAL, LLC | 01/30/2026 | 519.37 K | $40.25 M | -20.53% | 0.31% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 509.81 K | $39.51 M | -41.03% | 0.30% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/13/2026 | 521.35 K | $40.40 M | 103.01% | 0.30% |
| JANE STREET GROUP, LLC | 02/12/2026 | 502.76 K | $38.96 M | 357.64% | 0.30% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 489.58 K | $37.94 M | -3.62% | 0.29% |
| GRACE & WHITE INC /NY | 01/26/2026 | 488.23 K | $37.84 M | -1.11% | 0.29% |
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Unum Group institutional Ownership - FAQ's
During the previous two years, 1073 institutional investors and hedge funds held shares of Unum Group. The most heavily invested institutionals were:
Bank of New York Mellon Corp: 1.3 M
Nuveen, LLC: 1.18 M
UBS Group AG: 811,472
Swedbank AB: 496,077
GRACE & WHITE INC /NY: 488,230
Allspring Global Investments Holdings, LLC: 446,650
85.43% of Unum Group stock is owned by institutional investors.
Institutional investors have bought a total of 207.09 M shares in the last 24 months. This purchase volume represents approximately $15.11 B in transactions.