Unum Group Ownership | Who Owns Unum Group?
Unum Group Ownership Summary
Unum Group is owned by 75.68% institutional investors, 0.87% insiders, and 23.45% retail investors. Vanguard group is the largest institutional shareholder, holding 10.43% of UNM shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 2.99% of its assets in Unum Group shares.
UNM Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Unum Group | 75.68% | 0.87% | 23.45% |
| Sector | Financial Services Stocks | 49.80% | 13.92% | 36.27% |
| Industry | Life Insurance Stocks | 60.50% | 8.53% | 30.97% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 20.09M | 10.43% | $1.03B |
| Blackrock | 19.33M | 10.04% | $987.98M |
| Fmr | 16.27M | 8.45% | $831.31M |
| Norges bank | 14.64M | 7.61% | $748.48M |
| State street | 6.09M | 3.16% | $311.24M |
| Charles schwab investment management | 5.45M | 2.83% | $278.32M |
| Dimensional fund advisors lp | 5.30M | 2.75% | $271.03M |
| Morgan stanley | 4.02M | 2.09% | $205.63M |
| Aqr capital management | 3.37M | 1.75% | $171.31M |
| Arrowstreet capital, limited partnership | 3.30M | 1.72% | $168.90M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Boone capital management | 930.54K | 12.40% | $47.56M |
| D. scott neal | 292.95K | 8.33% | $14.97M |
| Barnett & company | 148.74K | 5.46% | $7.60M |
| Grace & white inc /ny | 502.81K | 4.83% | $25.70M |
| Donald smith | 3.11M | 4.05% | $158.87M |
| Mcgowan group asset management | 411.47K | 2.93% | $21.03M |
| Apricus wealth | 66.69K | 2.43% | $3.41M |
| Lingohr & partner asset management gmbh | 14.54K | 1.84% | $737.00K |
| Neo ivy capital management | 129.92K | 1.30% | $6.64M |
| Principal street partners | 139.07K | 1.27% | $7.11M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 14.64M | 0.11% | 14.64M |
| Proshare advisors | 1.21M | 0.17% | 571.44K |
| Victory capital management | 1.12M | 0.06% | 432.24K |
| Fmr | 16.27M | 0.05% | 407.06K |
| Goldman sachs group | 2.23M | 0.02% | 319.45K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Nordea investment management ab | 2.33M | 0.14% | -629.19K |
| Donald smith | 3.11M | 4.05% | -554.81K |
| Assenagon asset management | 261.73K | 0.03% | -516.39K |
| Renaissance | 393.70K | 0.03% | -433.70K |
| Aqr capital management | 3.37M | 0.26% | -383.85K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 14.64M | 0.11% | 14.64M | $748.48M |
| Corebridge financial | 225.27K | 0.06% | 225.27K | $11.51M |
| Neo ivy capital management | 129.92K | 1.30% | 129.92K | $6.64M |
| Van eck associates | 77.19K | 0.01% | 77.19K | $3.94M |
| Barclays | 50.00K | 0.00% | 50.00K | $2.56M |
Sold Out
| Holder | Change |
|---|---|
| Country trust bank | -1.00 |
| Financial gravity asset management | -6.00 |
| Wr wealth planners | -8.00 |
| Cornerstone planning group | -10.00 |
| Avion wealth | -13.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 633 | 7.11% | 141,070,714 | -12.53% | 75 | 1.08% | 311 | 18.70% | 217 | -2.69% |
| Jun 30, 2024 | 585 | -1.85% | 161,137,433 | 6.12% | 83 | 1.35% | 259 | -4.43% | 220 | -2.65% |
| Mar 31, 2024 | 596 | 0.68% | 151,843,300 | -8.37% | 78 | 1.09% | 271 | 1.50% | 226 | - |
| Dec 31, 2023 | 592 | -1.00% | 165,718,739 | 0.43% | 85 | 1.20% | 267 | 2.69% | 226 | -3.00% |
| Sep 30, 2023 | 598 | 4.91% | 165,003,969 | -0.95% | 84 | 1.18% | 260 | -2.26% | 233 | 15.92% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 5.46M | 2.99% | - |
| Fidelity Low-Priced Stock | 5.12M | 2.80% | -533.88K |
| Vanguard Total Stock Mkt Idx Inv | 4.70M | 2.57% | -13.99K |
| Schwab US Dividend Equity ETF™ | 4.51M | 2.47% | 5.49K |
| Vanguard Small Cap Index | 3.73M | 2.04% | 7.30K |
| iShares Select Dividend ETF | 3.03M | 1.66% | - |
| Donald Smith & Co. All Eq Accounts Comp | 2.90M | 1.56% | -185.51K |
| Vanguard Institutional Extnd Mkt Idx Tr | 2.53M | 1.39% | -17.14K |
| Vanguard Small Cap Value Index Inv | 2.52M | 1.38% | -868.00 |
| Vanguard Equity-Income Inv | 2.06M | 1.13% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 27, 2024 | Arnold Timothy Gerald | EVP, VB & President, Colonial | Sell | $769.20K |
| Nov 21, 2024 | McKenney Richard P | President and CEO | Sell | $637.37K |
| Nov 21, 2024 | McKenney Richard P | President and CEO | Sell | $3.80M |
| Nov 21, 2024 | LARSON GLORIA C | - | Sell | $745.00K |
| Nov 20, 2024 | IGLESIAS LISA G | EVP, General Counsel | Sell | $363.05K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 9 |
| 2024 Q3 | - | 3 |
| 2024 Q2 | - | 2 |
| 2024 Q1 | - | 4 |
| 2023 Q4 | - | 1 |
UNM Ownership FAQ
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