Unum Group Ownership 2024 | Who Owns Unum Group Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

56.39%

Insider Ownership

0.91%

Retail Ownership

42.70%

Institutional Holders

416.00

Unum Group Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
VANGUARD GROUP INC10.43%0.02%20,086,575-245,701-1.21%1,026,624,848Jun 30, 2024
BLACKROCK INC.10.04%0.02%19,330,499-267,126-1.36%987,981,783Jun 30, 2024
FMR LLC8.45%0.05%16,265,076407,0632.57%831,308,035Jun 30, 2024
NORGES BANK7.61%0.11%14,644,53714,644,537100.00%748,482,286Jun 30, 2024
STATE STREET CORP3.16%0.01%6,089,518-100,195-1.62%311,235,265,000Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2.83%0.05%5,445,494-6,770-0.12%278,319,198Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP2.75%0.07%5,302,899-15,874-0.30%271,027,974Jun 30, 2024
MORGAN STANLEY2.09%0.02%4,023,275-207,681-4.91%205,629,693Jun 30, 2024
AQR CAPITAL MANAGEMENT LLC1.75%0.26%3,368,196-383,849-10.23%171,306,440Jun 30, 2024
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP1.72%0.15%3,304,660158,0695.02%168,901,000Jun 30, 2024
DONALD SMITH & CO., INC.1.61%4.05%3,108,301-554,811-15.15%158,865,264Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC1.61%0.01%3,097,99936,5971.20%158,379,793Jun 30, 2024
LSV ASSET MANAGEMENT1.46%0.32%2,814,520-85,800-2.96%143,850,000Jun 30, 2024
NORDEA INVESTMENT MANAGEMENT AB1.21%0.14%2,332,345-629,194-21.25%118,529,773Jun 30, 2024
GOLDMAN SACHS GROUP INC1.16%0.02%2,229,103319,44716.73%113,929,422Jun 30, 2024
BANK OF NEW YORK MELLON CORP1.13%0.02%2,167,783-11,177-0.51%110,795,399Jun 30, 2024
ROYAL BANK OF CANADA0.77%0.02%1,491,285-191,979-11.41%76,219,000Jun 30, 2024
INVESCO LTD.0.75%0.02%1,451,01579,0675.76%74,161,377Jun 30, 2024
NORTHERN TRUST CORP0.74%0.01%1,428,915121,9259.33%73,031,845,000Jun 30, 2024
FIRST TRUST ADVISORS LP0.70%0.07%1,340,001108,7788.84%68,487,451Jun 30, 2024

Unum Group's largest institutional shareholder is VANGUARD GROUP INC, holding 10.43% of the company's total share outstanding, currently valued at $1.03B. The top 10 institutional shareholders own together 50.82% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BOONE CAPITAL MANAGEMENT LLC0.48%12.40%930,545-94,482-9.22%47,560,155Jun 30, 2024
D. SCOTT NEAL, INC.0.15%8.33%292,95267,99230.22%14,972,778Jun 30, 2024
BARNETT & COMPANY, INC.0.08%5.46%148,742-1,315-0.88%7,602,204Jun 30, 2024
GRACE & WHITE INC /NY0.26%4.83%502,806-350-0.07%25,698,415Jun 30, 2024
DONALD SMITH & CO., INC.1.61%4.05%3,108,301-554,811-15.15%158,865,264Jun 30, 2024
MCGOWAN GROUP ASSET MANAGEMENT, INC.0.21%2.93%411,466-1,540-0.37%21,030,050Jun 30, 2024
APRICUS WEALTH, LLC0.03%2.43%66,685-4,700-6.58%3,408,270Jun 30, 2024
LINGOHR & PARTNER ASSET MANAGEMENT GMBH0.01%1.84%14,544--737,000Jun 30, 2024
ALGEBRIS (UK) LTD0.05%1.42%92,596-21,359-18.74%4,417,194Jun 30, 2024
NEO IVY CAPITAL MANAGEMENT0.07%1.30%129,920129,920100.00%6,640,000Jun 30, 2024
PRINCIPAL STREET PARTNERS, LLC0.07%1.27%139,073-314-0.23%7,108,008Jun 30, 2024
ALPHACORE CAPITAL LLC0.05%1.18%95,9434780.50%4,903,656Jun 30, 2024
IBEX WEALTH ADVISORS0.06%0.95%118,68124,13625.53%6,065,758Jun 30, 2024
AFFINITY INVESTMENT ADVISORS, LLC0.01%0.87%22,597--1,154,933Jun 30, 2024
BOXWOOD VENTURES, INC.0.01%0.85%10,412--532,157Jun 30, 2024
KEYNOTE FINANCIAL SERVICES LLC0.01%0.85%19,9401600.81%1,019,133Jun 30, 2024
SCULATI WEALTH MANAGEMENT, LLC0.02%0.83%37,9102,3106.49%1,937,580Jun 30, 2024
NEWSQUARE CAPITAL LLC0.10%0.82%189,7468,3334.59%9,540,259Jun 30, 2024
PRANA CAPITAL MANAGEMENT, LP0.17%0.80%329,591-258,873-43.99%16,845,396Jun 30, 2024
WEDGE CAPITAL MANAGEMENT L L P/NC0.45%0.79%872,80864,6618.00%44,609,217Jun 30, 2024

The largest Unum Group shareholder by % of total assets is BOONE CAPITAL MANAGEMENT LLC. The company owns 930.54K shares of Unum Group (UNM), representing 12.40% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
NORGES BANK7.61%0.11%14,644,53714,644,537100.00%748,482,286Jun 30, 2024
PROSHARE ADVISORS LLC0.63%0.17%1,207,756571,43689.80%61,728,410Jun 30, 2024
VICTORY CAPITAL MANAGEMENT INC0.58%0.06%1,119,870432,24062.86%57,236,556Jun 30, 2024
FMR LLC8.45%0.05%16,265,076407,0632.57%831,308,035Jun 30, 2024
GOLDMAN SACHS GROUP INC1.16%0.02%2,229,103319,44716.73%113,929,422Jun 30, 2024
UBS ASSET MANAGEMENT AMERICAS INC0.35%0.01%678,949319,27388.77%34,701,083Jun 30, 2024
NEUBERGER BERMAN GROUP LLC0.21%0.02%396,695249,229169.01%20,275,096Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.12%0.06%225,271225,271100.00%11,513,601Jun 30, 2024
ALLIANZ ASSET MANAGEMENT GMBH0.51%0.07%988,554175,44621.58%50,524,995Jun 30, 2024
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP1.72%0.15%3,304,660158,0695.02%168,901,000Jun 30, 2024
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM0.27%0.02%523,871140,60736.69%26,775,071Jun 30, 2024
NEO IVY CAPITAL MANAGEMENT0.07%1.30%129,920129,920100.00%6,640,000Jun 30, 2024
POINT72 ASSET MANAGEMENT, L.P.0.06%0.02%122,255122,255100.00%6,248,453Jun 30, 2024
NORTHERN TRUST CORP0.74%0.01%1,428,915121,9259.33%73,031,845,000Jun 30, 2024
HSBC HOLDINGS PLC0.12%0.01%233,881120,559106.39%11,914,856Jun 30, 2024
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND0.09%0.02%170,100110,100183.50%8,693,811Jun 30, 2024
FIRST TRUST ADVISORS LP0.70%0.07%1,340,001108,7788.84%68,487,451Jun 30, 2024
INVESCO LTD.0.75%0.02%1,451,01579,0675.76%74,161,377Jun 30, 2024
MACKENZIE FINANCIAL CORP0.05%0.01%101,46278,801347.74%5,185,723Jun 30, 2024
VAN ECK ASSOCIATES CORP0.04%0.01%77,19577,195100.00%3,945,000Jun 30, 2024

As of Jun 30 2024, Unum Group's largest institutional buyer is NORGES BANK. The company purchased 14.64M stocks of UNM, valued at $748.48M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
NORDEA INVESTMENT MANAGEMENT AB1.21%0.14%2,332,345-629,194-21.25%118,529,773Jun 30, 2024
DONALD SMITH & CO., INC.1.61%4.05%3,108,301-554,811-15.15%158,865,264Jun 30, 2024
ASSENAGON ASSET MANAGEMENT S.A.0.14%0.03%261,734-516,395-66.36%13,377,225Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC0.20%0.03%393,700-433,700-52.42%20,122,007Jun 30, 2024
AQR CAPITAL MANAGEMENT LLC1.75%0.26%3,368,196-383,849-10.23%171,306,440Jun 30, 2024
MILLENNIUM MANAGEMENT LLC0.44%0.02%838,806-377,862-31.06%42,871,375Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD0.05%0.01%95,263-350,826-78.64%4,868,891Jun 30, 2024
TWO SIGMA INVESTMENTS, LP0.35%0.08%665,926-341,292-33.88%34,035,478Jun 30, 2024
AMUNDI0.34%0.01%645,686-299,866-31.71%32,691,082Jun 30, 2024
SQUAREPOINT OPS LLC0.05%0.01%87,144-274,046-75.87%4,453,930Jun 30, 2024
BLACKROCK INC.10.04%0.02%19,330,499-267,126-1.36%987,981,783Jun 30, 2024
PRANA CAPITAL MANAGEMENT, LP0.17%0.80%329,591-258,873-43.99%16,845,396Jun 30, 2024
VANGUARD GROUP INC10.43%0.02%20,086,575-245,701-1.21%1,026,624,848Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----240,732-100.00%-Jun 30, 2024
SCHRODER INVESTMENT MANAGEMENT GROUP0.16%0.02%309,163-211,237-40.59%15,801,321Jun 30, 2024
MORGAN STANLEY2.09%0.02%4,023,275-207,681-4.91%205,629,693Jun 30, 2024
WOODLINE PARTNERS LP0.21%0.20%409,867-201,779-32.99%20,948,302Jun 30, 2024
ROYAL BANK OF CANADA0.77%0.02%1,491,285-191,979-11.41%76,219,000Jun 30, 2024
PRUDENTIAL FINANCIAL INC0.11%0.02%215,404-175,778-44.94%11,009,298Jun 30, 2024
MAN GROUP PLC0.33%0.08%628,216-161,248-20.43%32,108,119Jun 30, 2024

As of Jun 30 2024, Unum Group's biggest institutional seller is NORDEA INVESTMENT MANAGEMENT AB. The company sold -0.63M shares of UNM, valued at $118.53M.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
NORGES BANK7.61%0.11%14,644,53714,644,537100.00%748,482,286Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.12%0.06%225,271225,271100.00%11,513,601Jun 30, 2024
NEO IVY CAPITAL MANAGEMENT0.07%1.30%129,920129,920100.00%6,640,000Jun 30, 2024
VAN ECK ASSOCIATES CORP0.04%0.01%77,19577,195100.00%3,945,000Jun 30, 2024
BARCLAYS PLC0.03%0.00%50,00050,000100.00%2,556,000Jun 30, 2024
OMERS ADMINISTRATION CORP0.02%0.02%39,20039,200100.00%2,003,512Jun 30, 2024
REDWOOD INVESTMENT MANAGEMENT, LLC0.01%0.12%27,29327,293100.00%1,442,000Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.01%0.00%26,08226,082100.00%1,333,051Jun 30, 2024
VERITION FUND MANAGEMENT LLC0.01%0.01%21,90021,900100.00%1,119,309Jun 30, 2024
BNP PARIBAS ASSET MANAGEMENT HOLDING S.A.0.01%0.00%20,20020,200100.00%1,032,000Jun 30, 2024
SUMMIT GLOBAL INVESTMENTS0.01%0.06%18,39918,399100.00%940,000Jun 30, 2024
VERSOR INVESTMENTS LP0.01%0.13%13,98613,986100.00%714,824Jun 30, 2024
CAPSTONE INVESTMENT ADVISORS, LLC0.00%0.00%9,3079,307100.00%475,681Jun 30, 2024
AVANTAX ADVISORY SERVICES, INC.0.00%0.00%8,9338,933100.00%456,554Jun 30, 2024
NEWPORT CAPITAL GROUP, LLC0.00%0.36%8,7888,788100.00%449,155Jun 30, 2024
FIFTH THIRD WEALTH ADVISORS LLC0.00%0.03%7,3807,380100.00%377,198Jun 30, 2024
NVERSES CAPITAL, LLC0.00%0.21%7,0007,000100.00%357,770Jun 30, 2024
CHOREO, LLC0.00%0.01%6,7606,760100.00%345,893Jun 30, 2024
BLUESHIFT ASSET MANAGEMENT, LLC0.00%0.11%6,4096,409100.00%327,564Jun 30, 2024
MQS MANAGEMENT LLC0.00%0.19%6,0676,067100.00%310,084Jun 30, 2024
IMPACT PARTNERSHIP WEALTH, LLC0.00%0.07%5,3945,394100.00%275,687Jun 30, 2024
VALEO FINANCIAL ADVISORS, LLC0.00%0.01%5,2825,282100.00%269,939Jun 30, 2024
ATRIA INVESTMENTS, INC0.00%0.00%5,1645,164100.00%263,946Jun 30, 2024
ORION PORTFOLIO SOLUTIONS, LLC0.00%0.00%4,6844,684100.00%239,410Jun 30, 2024
VERITION FUND MANAGEMENT LLC0.00%0.00%4,6004,600100.00%235,106Jun 30, 2024
APPLIED FINANCE CAPITAL MANAGEMENT, LLC0.00%0.01%4,5374,537100.00%231,886Jun 30, 2024
RAFFERTY ASSET MANAGEMENT, LLC0.00%0.00%4,3904,390100.00%224,373Jun 30, 2024
WILEY BROS.-AINTREE CAPITAL, LLC0.00%0.01%4,1734,173100.00%213,282Jun 30, 2024
BLAIR WILLIAM & CO/IL0.00%0.00%4,1174,117100.00%210,401Jun 30, 2024
CHICAGO PARTNERS INVESTMENT GROUP LLC0.00%0.01%4,0014,001100.00%217,172Jun 30, 2024
REDWOOD WEALTH MANAGEMENT GROUP, LLC0.00%0.07%1,7361,736100.00%88,742Jun 30, 2024
SRS CAPITAL ADVISORS, INC.0.00%0.01%1,4021,402100.00%71,657Jun 30, 2024
ABICH FINANCIAL WEALTH MANAGEMENT LLC0.00%0.05%1,3131,313100.00%67,107Jun 30, 2024
CENTRAL TRUST CO0.00%0.00%1,0001,000100.00%51,110Jun 30, 2024
ADVISORS ASSET MANAGEMENT, INC.0.00%0.00%982982100.00%50,190Jun 30, 2024
0.00%0.03%855855100.00%43,699Jun 30, 2024
FAMILY FIRM, INC.0.00%0.01%806806100.00%41,196Jun 30, 2024
INNEALTA CAPITAL, LLC0.00%0.01%781781100.00%39,917Jun 30, 2024
GREAT LAKES RETIREMENT, INC.0.00%0.00%616616100.00%31,484Jun 30, 2024
1620 INVESTMENT ADVISORS, INC.0.00%0.02%573573100.00%29,286Jun 30, 2024
V-SQUARE QUANTITATIVE MANAGEMENT LLC0.00%0.00%508508100.00%25,964Jun 30, 2024
GROUP ONE TRADING, L.P.0.00%0.00%502502100.00%25,657,000Jun 30, 2024
HOBBS GROUP ADVISORS, LLC0.00%0.01%300300100.00%15,333Jun 30, 2024
COPPELL ADVISORY SOLUTIONS LLC0.00%0.00%262262100.00%13,404Jun 30, 2024
ROTHSCHILD INVESTMENT LLC0.00%0.00%209209100.00%10,682Jun 30, 2024
IAG WEALTH PARTNERS, LLC0.00%0.00%120120100.00%6,134Jun 30, 2024
JONES FINANCIAL COMPANIES LLLP--6262100.00%3,169Jun 30, 2024
EAGLE BAY ADVISORS LLC-0.00%6161100.00%3,118Jun 30, 2024
HALLMARK CAPITAL MANAGEMENT INC-0.00%4040100.00%2,044Jun 30, 2024
GEN-WEALTH PARTNERS INC-0.00%4040100.00%2,044Jun 30, 2024
CREEKMUR ASSET MANAGEMENT LLC-0.00%1515100.00%767Jun 30, 2024
LARSON FINANCIAL GROUP LLC--55100.00%256Jun 30, 2024
RUEDI WEALTH MANAGEMENT, INC.-0.00%44100.00%204Jun 30, 2024
COUNTRY TRUST BANK--11100.00%51Jun 30, 2024
MV CAPITAL MANAGEMENT, INC.--11100.00%52Jun 30, 2024

Unum Group's largest new institutional shareholder by number of shares is NORGES BANK, purchased 14.64M shares, valued at $748.48M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
AMERICAN INTERNATIONAL GROUP, INC.----240,732-100.00%-Jun 30, 2024
WBI INVESTMENTS, INC.----136,143-100.00%-Jun 30, 2024
HENNESSY ADVISORS INC----106,000-100.00%-Jun 30, 2024
APG ASSET MANAGEMENT N.V.----91,200-100.00%-Jun 30, 2024
WINTON GROUP LTD----53,523-100.00%-Jun 30, 2024
INSIGHT WEALTH STRATEGIES, LLC----41,765-100.00%-Jun 30, 2024
HRT FINANCIAL LP----35,763-100.00%-Jun 30, 2024
FOX RUN MANAGEMENT, L.L.C.----35,136-100.00%-Jun 30, 2024
CLEARBRIDGE INVESTMENTS, LLC----34,343-100.00%-Jun 30, 2024
QUANTBOT TECHNOLOGIES LP----29,048-100.00%-Jun 30, 2024
NORDEN GROUP LLC----27,015-100.00%-Jun 30, 2024
LITTLE HOUSE CAPITAL LLC----26,148-100.00%-Jun 30, 2024
OCCUDO QUANTITATIVE STRATEGIES LP----25,515-100.00%-Jun 30, 2024
POINT72 (DIFC) LTD----25,285-100.00%-Jun 30, 2024
DRW SECURITIES, LLC----21,000-100.00%-Jun 30, 2024
QSEMBLE CAPITAL MANAGEMENT, LP----20,420-100.00%-Jun 30, 2024
SYMMETRY PARTNERS, LLC----20,251-100.00%-Jun 30, 2024
FORA CAPITAL, LLC----19,741-100.00%-Jun 30, 2024
CSS LLC/IL----19,700-100.00%-Jun 30, 2024
MOORE CAPITAL MANAGEMENT, LP----16,559-100.00%-Jun 30, 2024
EMPOWERED FUNDS, LLC----16,054-100.00%-Jun 30, 2024
CIBC WORLD MARKETS CORP----15,037-100.00%-Jun 30, 2024
RELATIVE VALUE PARTNERS GROUP, LLC----13,355-100.00%-Jun 30, 2024
AIGEN INVESTMENT MANAGEMENT, LP----12,153-100.00%-Jun 30, 2024
MARSHALL WACE, LLP----11,400-100.00%-Jun 30, 2024
ALPHA DNA INVESTMENT MANAGEMENT LLC----9,712-100.00%-Jun 30, 2024
MEASURED WEALTH PRIVATE CLIENT GROUP, LLC----8,186-100.00%-Jun 30, 2024
GTS SECURITIES LLC----8,000-100.00%-Jun 30, 2024
SEVEN EIGHT CAPITAL, LP----6,803-100.00%-Jun 30, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP----6,145-100.00%-Jun 30, 2024
ALHAMBRA INVESTMENT PARTNERS LLC----6,004-100.00%-Jun 30, 2024
GENUS CAPITAL MANAGEMENT INC.----5,205-100.00%-Jun 30, 2024
OAK THISTLE LLC----5,041-100.00%-Jun 30, 2024
HARTLINE INVESTMENT CORP/----4,962-100.00%-Jun 30, 2024
TEAM HEWINS, LLC----4,750-100.00%-Jun 30, 2024
FOURTHOUGHT FINANCIAL PARTNERS, LLC----4,622-100.00%-Jun 30, 2024
BOOTHBAY FUND MANAGEMENT, LLC----4,447-100.00%-Jun 30, 2024
DELAP WEALTH ADVISORY, LLC----4,438-100.00%-Jun 30, 2024
SVB WEALTH LLC----4,308-100.00%-Jun 30, 2024
KAPITALO INVESTIMENTOS LTDA----4,085-100.00%-Jun 30, 2024
FIDELIS CAPITAL PARTNERS, LLC----2,402-100.00%-Jun 30, 2024
WALLEYE TRADING LLC----1,073-100.00%-Jun 30, 2024
COLONIAL TRUST ADVISORS----855-100.00%-Jun 30, 2024
BANGOR SAVINGS BANK----664-100.00%-Jun 30, 2024
SALOMON & LUDWIN, LLC----515-100.00%-Jun 30, 2024
RICHARD W. PAUL & ASSOCIATES, LLC----310-100.00%-Jun 30, 2024
LOOMIS SAYLES & CO L P----251-100.00%-Jun 30, 2024
ENTRYPOINT CAPITAL, LLC----235-100.00%-Jun 30, 2024
MACROVIEW INVESTMENT MANAGEMENT LLC----146-100.00%-Jun 30, 2024
DT INVESTMENT PARTNERS, LLC----116-100.00%-Jun 30, 2024
GOALVEST ADVISORY LLC----90-100.00%-Jun 30, 2024
CREWE ADVISORS LLC----68-100.00%-Jun 30, 2024
FWL INVESTMENT MANAGEMENT, LLC----65-100.00%-Jun 30, 2024
NORTHWEST INVESTMENT COUNSELORS, LLC----55-100.00%-Jun 30, 2024
HARBOR INVESTMENT ADVISORY, LLC----42-100.00%-Jun 30, 2024
RAKUTEN SECURITIES, INC.----22-100.00%-Jun 30, 2024
TFO-TDC, LLC----14-100.00%-Jun 30, 2024
AVION WEALTH----13-100.00%-Jun 30, 2024
CORNERSTONE PLANNING GROUP LLC----10-100.00%-Jun 30, 2024
FINANCIAL GRAVITY ASSET MANAGEMENT, INC.----6-100.00%-Jun 30, 2024

Unum Group's largest sold out institutional shareholder by shares sold is AMERICAN INTERNATIONAL GROUP, INC., sold -0.24M shares, valued at -, as of undefined.

Unum Group Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
VICTORY VARIABLE INSURANCE FUNDS2.60%1,330,000--Mar 31, 2024
COPLEY FUND INC /NV/1.55%21,000--Nov 30, 2022
Global Beta ETF Trust1.02%2,8341,31085.96%May 31, 2022
Monteagle Funds0.79%32,500--Feb 29, 2024
ARCHER INVESTMENT SERIES TRUST0.65%200,000--Feb 29, 2024
360 Funds0.48%100,000--Feb 29, 2024
Eaton Vance Tax-Managed Buy-Write Strategy Fund0.47%5,352--Mar 31, 2023
Pioneer Series Trust III0.47%135,486135,486-Feb 29, 2024
JOHN HANCOCK INVESTMENT TRUST II0.47%198,802-29,381-12.88%Jan 31, 2024
SCHRODER GLOBAL SERIES TRUST0.45%928-20,989-95.77%Jan 31, 2021
Index Funds0.45%5,615--Dec 31, 2021
PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC.0.38%33,130,000--Mar 28, 2024
SPDR S&P MIDCAP 400 ETF TRUST0.38%1,486,363110.00%Mar 28, 2024
CORNERCAP GROUP OF FUNDS /VA/0.36%25,693--Sep 30, 2022
Mutual of America Variable Insurance Portfolios, Inc.0.35%250,000--Sep 30, 2023
Voya Global Advantage & Premium Opportunity Fund0.30%18,3551,80810.93%Feb 29, 2024
MUTUAL OF AMERICA INVESTMENT CORP0.29%11,675,000--Mar 31, 2024
BlackRock Advantage SMID Cap Fund, Inc.0.28%54,302-17,128-23.98%Mar 28, 2024
Voya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND0.27%55,5425,42910.83%Feb 29, 2024
MASTER ADVANTAGE SMID CAP LLC0.26%32,673--Dec 31, 2020
BNY MELLON MIDCAP INDEX FUND, INC.0.26%113,372-8,396-6.90%Jan 31, 2024
Absolute Shares Trust0.25%98,74181,803482.96%Mar 31, 2024
Nuveen S&P 500 Dynamic Overwrite Fund0.25%7,525--Mar 31, 2024
SEI Exchange Traded Funds0.23%3,2632769.24%Dec 31, 2023
VANGUARD VALLEY FORGE FUNDS0.22%117,103--Mar 31, 2024
JP MORGAN FLEMING MUTUAL FUND GROUP INC0.18%846,932--Dec 31, 2023
DELAWARE GROUP EQUITY FUNDS IV0.18%206,478--Mar 28, 2024
MASTER LARGE CAP SERIES LLC0.17%156,134--Mar 31, 2022
Vericimetry Funds0.17%15,266-1,340-8.07%Mar 31, 2024
WILLIAMSBURG INVESTMENT TRUST0.17%500,000--Mar 31, 2024
MASSMUTUAL PREMIER FUNDS0.16%4,445,000-1,125,000-20.20%Dec 31, 2023
Guggenheim Enhanced Equity Income Fund0.16%27,379--Sep 30, 2021
Vanguard Montgomery Funds0.15%36,091--Mar 31, 2024
Transparent Value Trust0.14%2,3232,323-Dec 31, 2023
MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC0.13%75,000--Sep 30, 2020
FIRST TRUST EXCHANGE-TRADED FUND VI0.13%731,603147,34125.22%Mar 31, 2024
AMERICAN CENTURY VARIABLE PORTFOLIOS II INC0.13%1,108,000--Mar 31, 2024
Gateway Trust0.12%245,220--Mar 31, 2024
NUVEEN INVESTMENT TRUST0.12%65,169--Mar 31, 2024
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.11%441,471104,16830.88%Jan 31, 2024
Federated Hermes Index Trust0.11%24,834-657-2.58%Jan 31, 2024
PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 100.11%25,3002,1009.05%Jan 31, 2024
Nuveen Core Equity Alpha Fund0.10%6,771--Mar 31, 2024
CENTAUR MUTUAL FUNDS TRUST0.10%14,125--Jan 31, 2024
VANGUARD ADMIRAL FUNDS0.09%373,008-14,999-3.87%Feb 29, 2024
SA FUNDS INVESTMENT TRUST0.08%1,365,000--Mar 31, 2024
Columbia Funds Variable Series Trust II0.08%2,683,000--Mar 31, 2024
VANGUARD FENWAY FUNDS0.08%2,048,129523,17534.31%Mar 31, 2024
TOUCHSTONE FUNDS GROUP TRUST0.08%2,000,000--Mar 31, 2024
JAMES ADVANTAGE FUNDS0.08%160,065--Dec 31, 2023
OBERWEIS FUNDS0.08%76,700--Mar 31, 2024
Miller/Howard High Income Equity Fund0.07%40,000--Jan 31, 2024
ALPS ETF Trust0.07%896,503--Feb 29, 2024
DOMINI INVESTMENT TRUST0.07%415,000--Jan 31, 2024
Fidelity Commonwealth Trust II0.07%467,536-208,547-30.85%Aug 31, 2023
FIDELITY GARRISON STREET TRUST0.07%2,889,000--Feb 29, 2024
PFM Multi-Manager Series Trust0.06%53,468--Dec 31, 2023
Mairs & Power Funds Trust0.06%250,000--Mar 31, 2022
VANGUARD WINDSOR FUNDS0.06%2,320,723--Jan 31, 2024
AMERICAN CENTURY VARIABLE PORTFOLIOS INC0.06%147,000--Mar 31, 2024
Humankind Benefit Corp0.06%1,30815913.84%Dec 31, 2023
WASATCH FUNDS TRUST0.06%518,604--Mar 31, 2024
SELECT SECTOR SPDR TRUST0.06%2,029,092--Mar 31, 2024
SPDR S&P 500 ETF TRUST0.05%2,095,147--Mar 31, 2024
AMERICAN CENTURY INVESTMENT TRUST0.05%7,176,000--Mar 31, 2024
BMO FUNDS, INC.0.05%2,000,000--Nov 30, 2021
Eaton Vance Tax-Managed Buy-Write Opportunities Fund0.05%5,352--Mar 31, 2024
AMERICAN CENTURY INVESTMENT TRUST0.05%6,545,000--Mar 31, 2024
VALUED ADVISERS TRUST0.04%42,698--Jan 31, 2024
Calvert Responsible Index Series, Inc.0.04%73,765--Mar 31, 2024
FIDELITY GARRISON STREET TRUST0.04%1,819,000--Feb 29, 2024
TOUCHSTONE FUNDS GROUP TRUST0.04%1,100,000--Mar 31, 2024
Guggenheim Variable Funds Trust0.04%170,128--Dec 31, 2023
VICTORY PORTFOLIOS0.04%1,310,000--Mar 31, 2024
AMERICAN CENTURY MUTUAL FUNDS, INC.0.04%416,000--Jan 31, 2024
Voya EQUITY TRUST0.04%58,19822,51963.12%Feb 29, 2024
JOHN HANCOCK INCOME SECURITIES TRUST0.04%130,000--Jan 31, 2024
JOHN HANCOCK SOVEREIGN BOND FUND0.04%10,996,000--Feb 29, 2024
HENNESSY FUNDS TRUST0.04%73,600--Jan 31, 2024
AMERICAN CENTURY VARIABLE PORTFOLIOS INC0.04%90,000--Mar 31, 2024
VANGUARD INDEX FUNDS0.03%14,737,116-3,030,392-17.06%Mar 31, 2024
BNY MELLON INVESTMENT PORTFOLIOS0.03%18,953-928-4.67%Mar 31, 2024
Variable Insurance Products Fund V0.03%4,111,000--Mar 31, 2024
DIMENSIONAL INVESTMENT GROUP INC0.03%454,906--Jan 31, 2024
VANGUARD WHITEHALL FUNDS0.03%2,839,679-14,327-0.50%Jan 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND IV0.03%6,959,000--Jan 31, 2024
FIDELITY ADVISOR SERIES II0.03%4,065,000--Feb 29, 2024
DELAWARE VIP TRUST0.03%99,470--Mar 28, 2024
DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO0.03%10,482--Mar 31, 2024
GPS Funds II0.03%249,246-6,142-2.40%Mar 31, 2024
FIDELITY INCOME FUND /MA/0.02%12,741,000--Jan 31, 2024
GOLDMAN SACHS VARIABLE INSURANCE TRUST0.02%100,16217,26020.82%Mar 31, 2024
BNY MELLON STOCK INDEX FUND, INC.0.02%16,791--Mar 31, 2024
DEUTSCHE DWS VARIABLE SERIES I0.02%8,5714,889132.78%Mar 31, 2024
Zacks Trust0.02%2,1431,324161.66%Feb 29, 2024
SYNTAX ETF TRUST0.02%717-125-14.85%Mar 31, 2024
AQUILA FUNDS TRUST0.02%21,000--Mar 28, 2024
TIAA SEPARATE ACCOUNT VA 10.02%4,932--Mar 31, 2024
SSGA FUNDS0.02%9,624--Feb 29, 2024
Fidelity Central Investment Portfolios II LLC0.02%10,373,000--Mar 31, 2024

Unum Group's largest mutual fund holder by % of total assets is "VICTORY VARIABLE INSURANCE FUNDS", owning 1.33M shares, compromising 2.60% of its total assets.

Unum Group Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 24416-29.85%
31 Mar, 245930.85%
31 Dec, 23588-1.18%
30 Sep, 235954.94%
30 Jun, 235674.81%
31 Mar, 23541-1.64%
31 Dec, 225508.06%
30 Sep, 225093.46%
30 Jun, 224922.93%
31 Mar, 224784.82%
31 Dec, 21456-2.15%
30 Sep, 214660.87%
30 Jun, 21462-2.53%
31 Mar, 214744.18%
31 Dec, 2045512.07%
30 Sep, 20406-5.14%
30 Jun, 204280.23%
31 Mar, 20427-10.11%
31 Dec, 19475-1.04%
30 Sep, 19480-7.69%
30 Jun, 19520-1.70%
31 Mar, 195294.13%
31 Dec, 18508-3.97%
30 Sep, 185291.73%
30 Jun, 18520-5.11%
31 Mar, 18548-3.69%
31 Dec, 1756913.57%
30 Sep, 17501-0.99%
30 Jun, 17506-0.39%
31 Mar, 17508-2.31%
31 Dec, 165209.47%
30 Sep, 164750.85%
30 Jun, 164718.78%
31 Mar, 16433-0.23%
31 Dec, 154345.08%
30 Sep, 15413-4.40%
30 Jun, 154322.37%
31 Mar, 15422-0.94%
31 Dec, 14426-2.74%
30 Sep, 144385.54%
30 Jun, 144155.60%
31 Mar, 14393-2.24%
31 Dec, 134025.79%
30 Sep, 133805.85%
30 Jun, 13359133.12%
31 Mar, 131544.76%
31 Dec, 12147-0.68%
30 Sep, 12148-4.52%
30 Jun, 121551.31%
31 Mar, 12153-0.65%
31 Dec, 111549.22%
30 Sep, 11141-4.08%
30 Jun, 11147-2.00%
31 Mar, 111506.38%
31 Dec, 1014116.53%
30 Sep, 10121-6.20%
30 Jun, 101297.50%
31 Mar, 10120-6.98%
31 Dec, 091293.20%
30 Sep, 09125-1.57%
30 Jun, 091275.83%
31 Mar, 09120-13.04%
31 Dec, 0813816.95%
30 Sep, 08118-
30 Jun, 081180.85%
31 Mar, 08117-4.10%
31 Dec, 0712223.23%
30 Sep, 0799-1.00%
30 Jun, 0710020.48%
31 Mar, 0783-6.74%
31 Dec, 06899.88%
30 Sep, 0681-1.22%
30 Jun, 0682-11.83%
31 Mar, 069313.41%
31 Dec, 058222.39%
30 Sep, 0567-5.63%
30 Jun, 0571-4.05%
31 Mar, 05741.37%
31 Dec, 04734.29%
30 Sep, 04707.69%
30 Jun, 0465-8.45%
31 Mar, 0471-
31 Dec, 037118.33%
30 Sep, 036022.45%
30 Jun, 03492.08%
31 Mar, 0348-15.79%
31 Dec, 025716.33%
30 Sep, 02492.08%
30 Jun, 0248-
31 Mar, 024841.18%
31 Dec, 0134-17.07%
30 Sep, 0141-
30 Jun, 0141-
31 Mar, 014110.81%
31 Dec, 00375.71%
30 Sep, 0035-22.22%
30 Jun, 004518.42%
31 Mar, 00382.70%
31 Dec, 99378.82%
30 Sep, 9934240.00%
30 Jun, 9910900.00%
31 Mar, 991-
31 Dec, 981-

As of 30 Jun 24, 416 institutions are holding Unum Group's shares, representing a decrease of -29.85% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 24108,571,461-28.46%
31 Mar, 24151,753,217-8.38%
31 Dec, 23165,627,8127.81%
30 Sep, 23153,623,119-1.11%
30 Jun, 23155,346,719-7.48%
31 Mar, 23167,904,953-0.46%
31 Dec, 22168,680,972-0.48%
30 Sep, 22169,496,4590.18%
30 Jun, 22169,190,755-0.33%
31 Mar, 22169,747,2272.10%
31 Dec, 21166,248,988-0.09%
30 Sep, 21166,391,845-2.64%
30 Jun, 21170,909,9472.45%
31 Mar, 21166,828,167-2.09%
31 Dec, 20170,392,753-3.32%
30 Sep, 20176,246,918-5.96%
30 Jun, 20187,425,6990.40%
31 Mar, 20186,680,609-1.41%
31 Dec, 19189,341,604-2.63%
30 Sep, 19194,448,306-3.79%
30 Jun, 19202,102,6153.00%
31 Mar, 19196,211,016-1.23%
31 Dec, 18198,646,130-1.24%
30 Sep, 18201,142,451-0.46%
30 Jun, 18202,075,531-1.79%
31 Mar, 18205,756,0630.04%
31 Dec, 17205,674,674-1.28%
30 Sep, 17208,334,250-1.27%
30 Jun, 17211,015,786-1.15%
31 Mar, 17213,466,0991.00%
31 Dec, 16211,352,633-2.92%
30 Sep, 16217,716,040-1.09%
30 Jun, 16220,119,130-2.45%
31 Mar, 16225,643,1390.91%
31 Dec, 15223,610,280-0.79%
30 Sep, 15225,385,0620.63%
30 Jun, 15223,966,905-2.82%
31 Mar, 15230,455,398-1.21%
31 Dec, 14233,271,0890.23%
30 Sep, 14232,729,7970.65%
30 Jun, 14231,221,755-2.53%
31 Mar, 14237,214,001-0.65%
31 Dec, 13238,766,589-3.44%
30 Sep, 13247,269,904-0.19%
30 Jun, 13247,730,131105.99%
31 Mar, 13120,265,65912.60%
31 Dec, 12106,805,8260.76%
30 Sep, 12106,002,515-24.62%
30 Jun, 12140,615,6324.77%
31 Mar, 12134,213,301-1.40%
31 Dec, 11136,123,69410.74%
30 Sep, 11122,922,904-8.36%
30 Jun, 11134,138,30217.65%
31 Mar, 11114,019,5328.99%
31 Dec, 10104,616,3436.35%
30 Sep, 1098,368,504-3.54%
30 Jun, 10101,977,0945.97%
31 Mar, 1096,234,7983.62%
31 Dec, 0992,874,989-1.44%
30 Sep, 0994,235,807-18.56%
30 Jun, 09115,715,428-20.62%
31 Mar, 09145,775,32927.62%
31 Dec, 08114,222,79656.59%
30 Sep, 0872,946,146-20.08%
30 Jun, 0891,272,420-3.43%
31 Mar, 0894,518,165-77.46%
31 Dec, 07419,295,373247.67%
30 Sep, 07120,602,52525.12%
30 Jun, 0796,390,214-1.71%
31 Mar, 0798,065,784-4.94%
31 Dec, 06103,161,437-14.96%
30 Sep, 06121,310,822-2.47%
30 Jun, 06124,379,99642.51%
31 Mar, 0687,277,6944.10%
31 Dec, 0583,840,823-5.27%
30 Sep, 0588,505,977-3.40%
30 Jun, 0591,623,9660.83%
31 Mar, 0590,872,976-0.85%
31 Dec, 0491,650,3570.55%
30 Sep, 0491,145,2011.76%
30 Jun, 0489,572,34313.98%
31 Mar, 0478,586,31510.84%
31 Dec, 0370,901,8883.75%
30 Sep, 0368,337,63211.23%
30 Jun, 0361,439,54229.84%
31 Mar, 0347,317,830-3.37%
31 Dec, 0248,970,26163.16%
30 Sep, 0230,014,435-16.57%
30 Jun, 0235,977,28013.00%
31 Mar, 0231,839,34788.34%
31 Dec, 0116,905,627-24.61%
30 Sep, 0122,423,478-22.87%
30 Jun, 0129,072,525-13.03%
31 Mar, 0133,429,5492.92%
31 Dec, 0032,482,4050.24%
30 Sep, 0032,404,3760.62%
30 Jun, 0032,204,9326.05%
31 Mar, 0030,367,5307.25%
31 Dec, 9928,313,461-17.79%
30 Sep, 9934,441,0451981.45%
30 Jun, 991,654,6635415.54%
31 Mar, 9930,000-
31 Dec, 9830,000-

Unum Group (UNM) has 108.57M shares outstanding as of 30 Jun 24, down -28.46% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2456.39%0.91%
31 Mar, 2478.81%1.09%
31 Dec, 2385.06%1.39%
30 Sep, 2378.35%1.26%
30 Jun, 2378.78%1.10%
31 Mar, 2384.75%1.18%
31 Dec, 2284.84%1.18%
30 Sep, 2284.73%1.20%
30 Jun, 2284.11%1.20%
31 Mar, 2283.77%1.26%
31 Dec, 2181.63%1.23%
30 Sep, 2181.31%1.16%
30 Jun, 2183.57%1.25%
31 Mar, 2181.73%1.17%
31 Dec, 2083.67%1.12%
30 Sep, 2086.48%1.02%
30 Jun, 2092.06%1.09%
31 Mar, 2091.83%1.13%
31 Dec, 1990.28%1.03%
30 Sep, 1993.44%1.02%
30 Jun, 1995.74%1.14%
31 Mar, 1991.56%1.12%
31 Dec, 1890.46%1.07%
30 Sep, 1891.89%1.10%
30 Jun, 1891.52%1.06%
31 Mar, 1892.72%1.10%
31 Dec, 1791.86%1.07%
30 Sep, 1792.47%1.07%
30 Jun, 1792.75%1.07%
31 Mar, 1793.05%1.15%
31 Dec, 1689.78%1.04%
30 Sep, 1693.14%1.08%
30 Jun, 1692.92%1.05%
31 Mar, 1694.17%1.15%
31 Dec, 1590.53%1.07%
30 Sep, 1591.84%1.13%
30 Jun, 1590.20%1.07%
31 Mar, 1591.63%1.10%
31 Dec, 1491.08%1.08%
30 Sep, 1491.77%1.13%
30 Jun, 1490.04%1.08%
31 Mar, 1491.45%1.12%
31 Dec, 1390.20%1.02%
30 Sep, 1394.04%1.08%
30 Jun, 1393.29%4.68%
31 Mar, 1344.65%3.10%
31 Dec, 1237.96%2.62%
30 Sep, 1238.08%1.55%
30 Jun, 1249.63%2.32%
31 Mar, 1246.21%2.44%
31 Dec, 1143.53%2.56%
30 Sep, 1141.22%2.15%
30 Jun, 1143.79%3.29%
31 Mar, 1136.46%3.34%
31 Dec, 1033.02%3.56%
30 Sep, 1030.45%3.21%
30 Jun, 1030.79%3.67%
31 Mar, 1028.96%3.68%
31 Dec, 0928.04%3.47%
30 Sep, 0928.43%2.33%
30 Jun, 0934.94%1.80%
31 Mar, 0944.07%3.93%
31 Dec, 0833.49%7.16%
30 Sep, 0821.63%3.10%
30 Jun, 0826.42%3.64%
31 Mar, 0826.95%0.19%
31 Dec, 07118.79%10.57%
30 Sep, 0733.52%4.44%
30 Jun, 0727.47%3.36%
31 Mar, 0728.60%3.16%
31 Dec, 0630.09%2.30%
30 Sep, 0636.18%2.41%
30 Jun, 0638.74%4.38%
31 Mar, 0629.73%3.65%
31 Dec, 0528.56%3.11%
30 Sep, 0530.29%3.15%
30 Jun, 0531.02%3.22%
31 Mar, 0531.05%3.20%
31 Dec, 0431.15%3.24%
30 Sep, 0431.00%5.01%
30 Jun, 0424.88%3.49%
31 Mar, 0426.69%3.63%
31 Dec, 0327.13%5.01%
30 Sep, 0323.26%4.61%
30 Jun, 0322.46%5.85%
31 Mar, 0319.59%4.76%
31 Dec, 0220.29%13.13%
30 Sep, 0212.43%5.65%
30 Jun, 0214.83%8.61%
31 Mar, 0213.12%26.81%
31 Dec, 017.00%8.00%
30 Sep, 019.35%6.46%
30 Jun, 0112.03%6.34%
31 Mar, 0113.78%7.56%
31 Dec, 0013.50%7.43%
30 Sep, 0013.48%7.65%
30 Jun, 0013.28%8.31%
31 Mar, 0012.64%8.90%
31 Dec, 9911.92%5.78%
30 Sep, 9914.37%2982.93%
30 Jun, 990.69%148922.69%
31 Mar, 990.02%4624.07%
31 Dec, 980.02%-

As of 30 Jun 24, Unum Group is held by 56.39% institutional shareholders, representing a 0.91% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 24190-30.15%
31 Mar, 242722.64%
31 Dec, 232652.32%
30 Sep, 23259-2.26%
30 Jun, 232653.11%
31 Mar, 23257-3.02%
31 Dec, 2226516.23%
30 Sep, 22228-6.17%
30 Jun, 222438.97%
31 Mar, 222235.69%
31 Dec, 21211-13.52%
30 Sep, 212445.63%
30 Jun, 212311.76%
31 Mar, 212277.58%
31 Dec, 2021117.88%
30 Sep, 20179-16.36%
30 Jun, 20214-0.93%
31 Mar, 20216-0.46%
31 Dec, 19217-0.46%
30 Sep, 19218-6.84%
30 Jun, 19234-1.27%
31 Mar, 192371.72%
31 Dec, 18233-4.51%
30 Sep, 18244-2.79%
30 Jun, 182514.15%
31 Mar, 18241-6.95%
31 Dec, 1725937.04%
30 Sep, 17189-8.25%
30 Jun, 172064.04%
31 Mar, 17198-14.29%
31 Dec, 1623129.05%
30 Sep, 16179-19.73%
30 Jun, 16223-2.19%
31 Mar, 1622831.79%
31 Dec, 151730.58%
30 Sep, 151721.78%
30 Jun, 15169-2.31%
31 Mar, 15173-4.42%
31 Dec, 14181-9.50%
30 Sep, 1420012.36%
30 Jun, 1417818.67%
31 Mar, 14150-11.76%
31 Dec, 13170-5.03%
30 Sep, 13179-28.40%
30 Jun, 13250204.88%
31 Mar, 13827.89%
31 Dec, 1276-6.17%
30 Sep, 1281-3.57%
30 Jun, 128420.00%
31 Mar, 1270-9.09%
31 Dec, 11772.67%
30 Sep, 11757.14%
30 Jun, 11707.69%
31 Mar, 1165-10.96%
31 Dec, 10738.96%
30 Sep, 1067-9.46%
30 Jun, 107429.82%
31 Mar, 1057-19.72%
31 Dec, 097120.34%
30 Sep, 09591.72%
30 Jun, 09583.57%
31 Mar, 0956-35.63%
31 Dec, 088752.63%
30 Sep, 0857-1.72%
30 Jun, 08581.75%
31 Mar, 0857-25.97%
31 Dec, 077748.08%
30 Sep, 07526.12%
30 Jun, 074932.43%
31 Mar, 0737-27.45%
31 Dec, 0651-
30 Sep, 065127.50%
30 Jun, 0640-25.93%
31 Mar, 065410.20%
31 Dec, 054940.00%
30 Sep, 0535-5.41%
30 Jun, 0537-
31 Mar, 0537-19.57%
31 Dec, 044612.20%
30 Sep, 0441-2.38%
30 Jun, 0442-4.55%
31 Mar, 0444-2.22%
31 Dec, 034512.50%
30 Sep, 03408.11%
30 Jun, 033754.17%
31 Mar, 0324-35.14%
31 Dec, 023719.35%
30 Sep, 0231-3.13%
30 Jun, 0232-8.57%
31 Mar, 023594.44%
31 Dec, 0118-14.29%
30 Sep, 0121-25.00%
30 Jun, 01287.69%
31 Mar, 012673.33%
31 Dec, 0015-
30 Sep, 0015-48.28%
30 Jun, 002926.09%
31 Mar, 00239.52%
31 Dec, 9921-38.24%
30 Sep, 9934277.78%
30 Jun, 999-
31 Mar, 99--100.00%
31 Dec, 981-

190 institutional shareholders have increased their position in UNM stock as of 30 Jun 24 compared to 272 in the previous quarter (a -30.15% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 24150-33.04%
31 Mar, 24224-0.44%
31 Dec, 23225-3.02%
30 Sep, 2323216.58%
30 Jun, 231993.65%
31 Mar, 231924.92%
31 Dec, 22183-5.18%
30 Sep, 2219319.88%
30 Jun, 221615.23%
31 Mar, 22153-9.47%
31 Dec, 2116928.03%
30 Sep, 21132-7.69%
30 Jun, 21143-8.33%
31 Mar, 21156-12.36%
31 Dec, 2017812.66%
30 Sep, 201581.28%
30 Jun, 201564.70%
31 Mar, 20149-16.29%
31 Dec, 191785.33%
30 Sep, 19169-1.17%
30 Jun, 19171-10.94%
31 Mar, 191923.23%
31 Dec, 18186-1.59%
30 Sep, 181898.00%
30 Jun, 18175-13.79%
31 Mar, 18203-2.40%
31 Dec, 17208-6.31%
30 Sep, 1722211.00%
30 Jun, 17200-3.85%
31 Mar, 172081.46%
31 Dec, 162052.50%
30 Sep, 1620014.94%
30 Jun, 1617426.09%
31 Mar, 16138-23.76%
31 Dec, 151819.04%
30 Sep, 15166-12.63%
30 Jun, 1519010.47%
31 Mar, 151724.24%
31 Dec, 141657.84%
30 Sep, 141530.66%
30 Jun, 14152-14.12%
31 Mar, 141775.36%
31 Dec, 1316818.31%
30 Sep, 1314297.22%
30 Jun, 137216.13%
31 Mar, 136219.23%
31 Dec, 1252-8.77%
30 Sep, 12577.55%
30 Jun, 1253-20.90%
31 Mar, 126719.64%
31 Dec, 115640.00%
30 Sep, 1140-21.57%
30 Jun, 1151-3.77%
31 Mar, 115315.22%
31 Dec, 104624.32%
30 Sep, 1037-11.90%
30 Jun, 1042-12.50%
31 Mar, 104820.00%
31 Dec, 0940-20.00%
30 Sep, 09502.04%
30 Jun, 094922.50%
31 Mar, 094021.21%
31 Dec, 0833-8.33%
30 Sep, 083612.50%
30 Jun, 0832-8.57%
31 Mar, 083575.00%
31 Dec, 0720-20.00%
30 Sep, 0725-19.35%
30 Jun, 073110.71%
31 Mar, 0728-
31 Dec, 062864.71%
30 Sep, 0617-37.04%
30 Jun, 0627-3.57%
31 Mar, 062855.56%
31 Dec, 0518-18.18%
30 Sep, 0522-12.00%
30 Jun, 0525-3.85%
31 Mar, 052636.84%
31 Dec, 0419-5.00%
30 Sep, 042025.00%
30 Jun, 0416-15.79%
31 Mar, 04195.56%
31 Dec, 031850.00%
30 Sep, 031250.00%
30 Jun, 038-50.00%
31 Mar, 031614.29%
31 Dec, 02147.69%
30 Sep, 021330.00%
30 Jun, 021042.86%
31 Mar, 027-30.00%
31 Dec, 0110-23.08%
30 Sep, 011362.50%
30 Jun, 018-11.11%
31 Mar, 019-35.71%
31 Dec, 001416.67%
30 Sep, 001233.33%
30 Jun, 009-25.00%
31 Mar, 0012-7.69%
31 Dec, 9913-
30 Sep, 99--
30 Jun, 99--
31 Mar, 99--
31 Dec, 98--

150 institutional shareholders have reduced their position in UNM stock as of 30 Jun 24 compared to 224 in the previous quarter (a -33.04% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 24416-29.85%108,571,461-28.46%56.39%0.91%190-30.15%150-33.04%
31 Mar, 245930.85%151,753,217-8.38%78.81%1.09%2722.64%224-0.44%
31 Dec, 23588-1.18%165,627,8127.81%85.06%1.39%2652.32%225-3.02%
30 Sep, 235954.94%153,623,119-1.11%78.35%1.26%259-2.26%23216.58%
30 Jun, 235674.81%155,346,719-7.48%78.78%1.10%2653.11%1993.65%
31 Mar, 23541-1.64%167,904,953-0.46%84.75%1.18%257-3.02%1924.92%
31 Dec, 225508.06%168,680,972-0.48%84.84%1.18%26516.23%183-5.18%
30 Sep, 225093.46%169,496,4590.18%84.73%1.20%228-6.17%19319.88%
30 Jun, 224922.93%169,190,755-0.33%84.11%1.20%2438.97%1615.23%
31 Mar, 224784.82%169,747,2272.10%83.77%1.26%2235.69%153-9.47%
31 Dec, 21456-2.15%166,248,988-0.09%81.63%1.23%211-13.52%16928.03%
30 Sep, 214660.87%166,391,845-2.64%81.31%1.16%2445.63%132-7.69%
30 Jun, 21462-2.53%170,909,9472.45%83.57%1.25%2311.76%143-8.33%
31 Mar, 214744.18%166,828,167-2.09%81.73%1.17%2277.58%156-12.36%
31 Dec, 2045512.07%170,392,753-3.32%83.67%1.12%21117.88%17812.66%
30 Sep, 20406-5.14%176,246,918-5.96%86.48%1.02%179-16.36%1581.28%
30 Jun, 204280.23%187,425,6990.40%92.06%1.09%214-0.93%1564.70%
31 Mar, 20427-10.11%186,680,609-1.41%91.83%1.13%216-0.46%149-16.29%
31 Dec, 19475-1.04%189,341,604-2.63%90.28%1.03%217-0.46%1785.33%
30 Sep, 19480-7.69%194,448,306-3.79%93.44%1.02%218-6.84%169-1.17%
30 Jun, 19520-1.70%202,102,6153.00%95.74%1.14%234-1.27%171-10.94%
31 Mar, 195294.13%196,211,016-1.23%91.56%1.12%2371.72%1923.23%
31 Dec, 18508-3.97%198,646,130-1.24%90.46%1.07%233-4.51%186-1.59%
30 Sep, 185291.73%201,142,451-0.46%91.89%1.10%244-2.79%1898.00%
30 Jun, 18520-5.11%202,075,531-1.79%91.52%1.06%2514.15%175-13.79%
31 Mar, 18548-3.69%205,756,0630.04%92.72%1.10%241-6.95%203-2.40%
31 Dec, 1756913.57%205,674,674-1.28%91.86%1.07%25937.04%208-6.31%
30 Sep, 17501-0.99%208,334,250-1.27%92.47%1.07%189-8.25%22211.00%
30 Jun, 17506-0.39%211,015,786-1.15%92.75%1.07%2064.04%200-3.85%
31 Mar, 17508-2.31%213,466,0991.00%93.05%1.15%198-14.29%2081.46%
31 Dec, 165209.47%211,352,633-2.92%89.78%1.04%23129.05%2052.50%
30 Sep, 164750.85%217,716,040-1.09%93.14%1.08%179-19.73%20014.94%
30 Jun, 164718.78%220,119,130-2.45%92.92%1.05%223-2.19%17426.09%
31 Mar, 16433-0.23%225,643,1390.91%94.17%1.15%22831.79%138-23.76%
31 Dec, 154345.08%223,610,280-0.79%90.53%1.07%1730.58%1819.04%
30 Sep, 15413-4.40%225,385,0620.63%91.84%1.13%1721.78%166-12.63%
30 Jun, 154322.37%223,966,905-2.82%90.20%1.07%169-2.31%19010.47%
31 Mar, 15422-0.94%230,455,398-1.21%91.63%1.10%173-4.42%1724.24%
31 Dec, 14426-2.74%233,271,0890.23%91.08%1.08%181-9.50%1657.84%
30 Sep, 144385.54%232,729,7970.65%91.77%1.13%20012.36%1530.66%
30 Jun, 144155.60%231,221,755-2.53%90.04%1.08%17818.67%152-14.12%
31 Mar, 14393-2.24%237,214,001-0.65%91.45%1.12%150-11.76%1775.36%
31 Dec, 134025.79%238,766,589-3.44%90.20%1.02%170-5.03%16818.31%
30 Sep, 133805.85%247,269,904-0.19%94.04%1.08%179-28.40%14297.22%
30 Jun, 13359133.12%247,730,131105.99%93.29%4.68%250204.88%7216.13%
31 Mar, 131544.76%120,265,65912.60%44.65%3.10%827.89%6219.23%
31 Dec, 12147-0.68%106,805,8260.76%37.96%2.62%76-6.17%52-8.77%
30 Sep, 12148-4.52%106,002,515-24.62%38.08%1.55%81-3.57%577.55%
30 Jun, 121551.31%140,615,6324.77%49.63%2.32%8420.00%53-20.90%
31 Mar, 12153-0.65%134,213,301-1.40%46.21%2.44%70-9.09%6719.64%
31 Dec, 111549.22%136,123,69410.74%43.53%2.56%772.67%5640.00%
30 Sep, 11141-4.08%122,922,904-8.36%41.22%2.15%757.14%40-21.57%
30 Jun, 11147-2.00%134,138,30217.65%43.79%3.29%707.69%51-3.77%
31 Mar, 111506.38%114,019,5328.99%36.46%3.34%65-10.96%5315.22%
31 Dec, 1014116.53%104,616,3436.35%33.02%3.56%738.96%4624.32%
30 Sep, 10121-6.20%98,368,504-3.54%30.45%3.21%67-9.46%37-11.90%
30 Jun, 101297.50%101,977,0945.97%30.79%3.67%7429.82%42-12.50%
31 Mar, 10120-6.98%96,234,7983.62%28.96%3.68%57-19.72%4820.00%
31 Dec, 091293.20%92,874,989-1.44%28.04%3.47%7120.34%40-20.00%
30 Sep, 09125-1.57%94,235,807-18.56%28.43%2.33%591.72%502.04%
30 Jun, 091275.83%115,715,428-20.62%34.94%1.80%583.57%4922.50%
31 Mar, 09120-13.04%145,775,32927.62%44.07%3.93%56-35.63%4021.21%
31 Dec, 0813816.95%114,222,79656.59%33.49%7.16%8752.63%33-8.33%
30 Sep, 08118-72,946,146-20.08%21.63%3.10%57-1.72%3612.50%
30 Jun, 081180.85%91,272,420-3.43%26.42%3.64%581.75%32-8.57%
31 Mar, 08117-4.10%94,518,165-77.46%26.95%0.19%57-25.97%3575.00%
31 Dec, 0712223.23%419,295,373247.67%118.79%10.57%7748.08%20-20.00%
30 Sep, 0799-1.00%120,602,52525.12%33.52%4.44%526.12%25-19.35%
30 Jun, 0710020.48%96,390,214-1.71%27.47%3.36%4932.43%3110.71%
31 Mar, 0783-6.74%98,065,784-4.94%28.60%3.16%37-27.45%28-
31 Dec, 06899.88%103,161,437-14.96%30.09%2.30%51-2864.71%
30 Sep, 0681-1.22%121,310,822-2.47%36.18%2.41%5127.50%17-37.04%
30 Jun, 0682-11.83%124,379,99642.51%38.74%4.38%40-25.93%27-3.57%
31 Mar, 069313.41%87,277,6944.10%29.73%3.65%5410.20%2855.56%
31 Dec, 058222.39%83,840,823-5.27%28.56%3.11%4940.00%18-18.18%
30 Sep, 0567-5.63%88,505,977-3.40%30.29%3.15%35-5.41%22-12.00%
30 Jun, 0571-4.05%91,623,9660.83%31.02%3.22%37-25-3.85%
31 Mar, 05741.37%90,872,976-0.85%31.05%3.20%37-19.57%2636.84%
31 Dec, 04734.29%91,650,3570.55%31.15%3.24%4612.20%19-5.00%
30 Sep, 04707.69%91,145,2011.76%31.00%5.01%41-2.38%2025.00%
30 Jun, 0465-8.45%89,572,34313.98%24.88%3.49%42-4.55%16-15.79%
31 Mar, 0471-78,586,31510.84%26.69%3.63%44-2.22%195.56%
31 Dec, 037118.33%70,901,8883.75%27.13%5.01%4512.50%1850.00%
30 Sep, 036022.45%68,337,63211.23%23.26%4.61%408.11%1250.00%
30 Jun, 03492.08%61,439,54229.84%22.46%5.85%3754.17%8-50.00%
31 Mar, 0348-15.79%47,317,830-3.37%19.59%4.76%24-35.14%1614.29%
31 Dec, 025716.33%48,970,26163.16%20.29%13.13%3719.35%147.69%
30 Sep, 02492.08%30,014,435-16.57%12.43%5.65%31-3.13%1330.00%
30 Jun, 0248-35,977,28013.00%14.83%8.61%32-8.57%1042.86%
31 Mar, 024841.18%31,839,34788.34%13.12%26.81%3594.44%7-30.00%
31 Dec, 0134-17.07%16,905,627-24.61%7.00%8.00%18-14.29%10-23.08%
30 Sep, 0141-22,423,478-22.87%9.35%6.46%21-25.00%1362.50%
30 Jun, 0141-29,072,525-13.03%12.03%6.34%287.69%8-11.11%
31 Mar, 014110.81%33,429,5492.92%13.78%7.56%2673.33%9-35.71%
31 Dec, 00375.71%32,482,4050.24%13.50%7.43%15-1416.67%
30 Sep, 0035-22.22%32,404,3760.62%13.48%7.65%15-48.28%1233.33%
30 Jun, 004518.42%32,204,9326.05%13.28%8.31%2926.09%9-25.00%
31 Mar, 00382.70%30,367,5307.25%12.64%8.90%239.52%12-7.69%
31 Dec, 99378.82%28,313,461-17.79%11.92%5.78%21-38.24%13-
30 Sep, 9934240.00%34,441,0451981.45%14.37%2982.93%34277.78%--
30 Jun, 9910900.00%1,654,6635415.54%0.69%148922.69%9---
31 Mar, 991-30,000-0.02%4624.07%--100.00%--
31 Dec, 981-30,000-0.02%-1---

Unum Group Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 16, 2024Arnold Timothy Geraldofficer EVP, VB & President, ColonialS-SaleSell10,000$54.11$541.12K64,821
May 09, 2024Keaney Timothy Fdirector-S-SaleSell8,000$52.61$420.88K37,505
May 09, 2024Pyne Christopher Wofficer EVP, Group BenefitsS-SaleSell4,500$52.47$236.12K56,262

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 16, 2024Arnold Timothy Geraldofficer EVP, VB & President, ColonialS-SaleSell10,000$54.11$541.12K64,821
Aug 16, 2024McKenney Richard Pdirector, officer President and CEOG-GiftSell3,000--1,133,663
May 09, 2024Keaney Timothy Fdirector-S-SaleSell8,000$52.61$420.88K37,505
May 09, 2024Pyne Christopher Wofficer EVP, Group BenefitsS-SaleSell4,500$52.47$236.12K56,262

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 16, 2024Arnold Timothy Geraldofficer EVP, VB & President, ColonialS-SaleSell10,000$54.11$541.12K64,821
Aug 16, 2024McKenney Richard Pdirector, officer President and CEOG-GiftSell3,000--1,133,663
May 28, 2024O HANLEY RONALD Pdirector-A-AwardBuy3,342--52,986
May 28, 2024Lefebvre Mojgan Mdirector-A-AwardBuy2,387--10,880
May 28, 2024Lefebvre Mojgan Mdirector-A-AwardBuy3,342--8,493
May 28, 2024LARSON GLORIA Cdirector-A-AwardBuy3,342--130,296
May 28, 2024KING GALE V.director-A-AwardBuy3,342--19,073
May 28, 2024Keaney Timothy Fdirector-A-AwardBuy3,342--40,854
May 28, 2024KABAT KEVIN Tdirector-A-AwardBuy2,149--120,195
May 28, 2024KABAT KEVIN Tdirector-A-AwardBuy3,342--118,046
May 28, 2024Egan Cynthiadirector-A-AwardBuy3,342--53,018
May 28, 2024Echevarria Josephdirector-A-AwardBuy2,387--92,617
May 28, 2024Echevarria Josephdirector-A-AwardBuy3,342--90,230
May 28, 2024DeVore Susan D.director-A-AwardBuy3,342--37,396
May 28, 2024Cross Susan Leedirector-A-AwardBuy2,769--61,663
May 28, 2024Cross Susan Leedirector-A-AwardBuy3,342--58,894
May 28, 2024Bunting Theodore H JRdirector-A-AwardBuy3,342--61,659
May 09, 2024Keaney Timothy Fdirector-S-SaleSell8,000$52.61$420.88K37,505
May 09, 2024Pyne Christopher Wofficer EVP, Group BenefitsS-SaleSell4,500$52.47$236.12K56,262
Apr 12, 2024Till Mark Paulofficer EVP & CEO, Unum InternationalA-AwardBuy524$45.32$23.75K524

The last insider sell of Unum Group's stock was made by Arnold Timothy Gerald on Aug 16 2024, selling 10,000 shares at $54.11 per share (valued at $541.12K).

Unum Group Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 2024-2-
Q2 2024162800.00%
Q1 2024144233.33%
Q4 2023-1-
Q3 202322100.00%
Q2 2023146233.33%
Q1 2023224746.81%
Q4 2022-3-
Q3 2022-4-
Q2 2022134325.00%
Q1 2022224944.90%
Q4 202111100.00%
Q3 2021-1-
Q2 2021132650.00%
Q1 2021244948.98%
Q4 2020-1-
Q3 20201011000.00%
Q2 202014--
Q1 2020193751.35%
Q4 201911100.00%

0 total buy trades, and 2 total sell trades (buy/sell ratio of 0.00%) were made by Unum Group's insiders, as of Q3 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 2024-1-
Q2 2024-2-
Q1 2024-4-
Q4 2023-1-
Q3 2023-2-
Q2 2023-6-
Q1 20231250.00%
Q4 2022-2-
Q3 2022-2-
Q2 2022-4-
Q1 2022-1-
Q4 20211--
Q3 2021-1-
Q2 2021-2-
Q1 2021-5-
Q4 2020---
Q3 2020-1-
Q2 2020---
Q1 2020---
Q4 2019---

As of Q3 2024, Insider owners conducted 0 open market buy trades and 1 open market sell trades of Unum Group's stocks.

Unum Group Peer Ownership


TickerCompany
PRUPrudential Financial, Inc.
JXNJackson Financial Inc.
MFCManulife Financial Corporation
METMetLife, Inc.
AFLAflac Incorporated
LNCLincoln National Corporation
BHFBrighthouse Financial, Inc.
PUKPrudential plc
GLGlobe Life Inc.

UNM Ownership FAQ


Unum Group is owned by institutional shareholders (56.39%), insiders (0.91%), and public (42.70%). The largest institutional shareholder of Unum Group is VANGUARD GROUP INC (10.43% of total shares) and the top mutual fund owner is VICTORY VARIABLE INSURANCE FUNDS (2.60% of total shares).

Unum Group's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., FMR LLC, NORGES BANK, and STATE STREET CORP. The top five shareholders own together 39.69% of the company's share outstanding.

As of Jun 2024, there are 416 institutional shareholders of Unum Group.

VANGUARD GROUP INC owns 20.09M shares of Unum Group, representing 10.43% of the company's total shares outstanding, valued at $1.03B (as of Jun 2024).

As of Jun 2024, BLACKROCK INC holds 19.33M shares of Unum Group (UNM), compromising 10.04% of the company, valued at $987.98M.

FMR LLC is the third largest holder of Unum Group. The company owns 16.27M of the company's shares outstanding (worth $831.31M).