Unum Group (UNM) Ownership

72.62 ↑0.54 (0.75%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Unum Group (UNM), owning a total of 20.1 million shares. Combined, the top 32 institutional holders of UNM own 81.10% of the company with a total of 149.5 million shares.

In the latest ownership report on June 30th 2024, the top 32 institutional holders decreased their combined ownership of UNM by 90 thousand shares. 8 institutions bought 2,817,347 total additional shares and increased their ownership by an average of 7.70%. However 12 institutions sold 2,907,838 total shares and decreased their ownership by an average of 5.92%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Unum Group decreased by a net total of -90,491 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	11.000%	-1.208%	20,086,575	-245,701	2024-06-30
BlackRock Inc	10.586%	-1.363%	19,330,499	-267,126	2024-06-30
FMR Inc	8.907%	2.567%	16,265,076	407,063	2024-06-30
NORGES BANK	8.020%	12.149%	14,644,537	1,586,401	2024-06-30
Morgan Stanley - Brokerage Accounts	4.406%	-4.909%	8,046,550	-415,362	2024-06-30
State Street Corp	3.335%	-1.619%	6,089,518	-100,195	2024-06-30
Charles Schwab Investment Management Inc	2.982%	-0.124%	5,445,494	-6,770	2024-06-30
Dimensional Fund Advisors, Inc.	2.904%	-0.299%	5,302,899	-15,874	2024-06-30
AQR Capital Management LLC	1.845%	-10.230%	3,368,196	-383,849	2024-06-30
Arrowstreet Capital Limited Partnership	1.810%	5.024%	3,304,660	158,069	2024-06-30
Donald Smith & Co Inc	1.702%	-15.146%	3,108,301	-554,811	2024-06-30
Geode Capital Management, LLC	1.697%	1.195%	3,097,999	36,597	2024-06-30
LSV Asset Management	1.541%	-2.958%	2,814,520	-85,800	2024-06-30
Nordea Investment Mgmt Bank Demark A/s	1.277%	-21.246%	2,332,345	-629,194	2024-06-30
Goldman Sachs Group Inc	1.221%	16.728%	2,229,103	319,447	2024-06-30
Bank of New York Mellon Corp	1.187%	-0.513%	2,167,783	-11,177	2024-06-30
Royal Bank of Canada	0.817%	-11.405%	1,491,285	-191,979	2024-06-30
Amvescap Plc.	0.795%	5.763%	1,451,015	79,067	2024-06-30
Northern Trust Corp	0.783%	9.329%	1,428,915	121,925	2024-06-30
First Trust Advisors L.P.	0.734%	8.835%	1,340,001	108,778	2024-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	11.000%	-1.208%	20,086,575	-245,701	2024-06-30
BlackRock Inc	10.586%	-1.363%	19,330,499	-267,126	2024-06-30
FMR Inc	8.907%	2.567%	16,265,076	407,063	2024-06-30
NORGES BANK	8.020%	12.149%	14,644,537	1,586,401	2024-06-30
Morgan Stanley - Brokerage Accounts	4.406%	-4.909%	8,046,550	-415,362	2024-06-30
State Street Corporation	3.332%	0.722%	6,189,713	44,348	2024-03-31
State Street Corp	3.335%	-1.619%	6,089,518	-100,195	2024-06-30
Charles Schwab Investment Management Inc	2.982%	-0.124%	5,445,494	-6,770	2024-06-30
Dimensional Fund Advisors, Inc.	2.904%	-0.299%	5,302,899	-15,874	2024-06-30
Viking Global Investors LP	2.450%	-9.358%	4,778,110	-493,277	2023-09-30
AQR Capital Management LLC	1.845%	-10.230%	3,368,196	-383,849	2024-06-30
Arrowstreet Capital Limited Partnership	1.810%	5.024%	3,304,660	158,069	2024-06-30
Donald Smith & Co Inc	1.702%	-15.146%	3,108,301	-554,811	2024-06-30
Geode Capital Management, LLC	1.697%	1.195%	3,097,999	36,597	2024-06-30
LSV Asset Management	1.541%	-2.958%	2,814,520	-85,800	2024-06-30
Nordea Investment Mgmt Bank Demark A/s	1.277%	-21.246%	2,332,345	-629,194	2024-06-30
Goldman Sachs Group Inc	1.221%	16.728%	2,229,103	319,447	2024-06-30
Bank of New York Mellon Corp	1.187%	-0.513%	2,167,783	-11,177	2024-06-30
Jacobs Levy Equity Management, Inc.	1.040%	-18.642%	2,069,188	-474,128	2022-06-30
Citadel Advisors Llc	1.038%	253.216%	2,029,968	1,455,258	2023-03-31
Millennium Management LLC	0.960%	146.238%	1,817,156	1,079,190	2023-12-31
Moore Capital Management, LP	0.838%	27.509%	1,657,618	357,618	2022-09-30
Acadian Asset Management LLC	0.774%	9.000%	1,513,973	125,003	2023-03-31
Royal Bank of Canada	0.817%	-11.405%	1,491,285	-191,979	2024-06-30
Amvescap Plc.	0.795%	5.763%	1,451,015	79,067	2024-06-30
Northern Trust Corp	0.783%	9.329%	1,428,915	121,925	2024-06-30
Point72 Asset Management, L.P.	0.684%	16.262%	1,351,560	189,050	2022-12-31
First Trust Advisors L.P.	0.734%	8.835%	1,340,001	108,778	2024-06-30
Two Sigma Advisers, LLC	0.719%	-13.453%	1,336,200	-207,700	2024-03-31
Genworth Financial Wealth Mgmt Inc	0.628%	-3.030%	1,224,043	-38,252	2023-09-30
Victory Capital Management Inc.	0.600%	-13.478%	1,171,094	-182,422	2023-09-30
Nuveen Asset Management, LLC	0.497%	8.389%	988,654	76,518	2022-06-30

Mutual Fund Ownership

Fidelity® Low-Priced Stock is the biggest individual fund holder of Unum Group (UNM), owning a total of 5.7 million shares. Combined, the top 34 mutual fund holders of UNM own 40.36% of the company with a total of 75.2 million shares.

In the latest ownership report on October 31st 2024, the top 34 fund holders increased their combined ownership of UNM by 64 thousand shares. 2 funds bought 7,840 total additional shares and increased their ownership by an average of 0.21%. However 1 funds sold 72,100 total shares and decreased their ownership by an average of 5.84%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Unum Group decreased by a net total of -64,260 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Mid-Cap ETF	2.937%	0.000%	5,364,072	0	2024-10-31
Schwab US Dividend Equity ETF™	2.407%	0.088%	4,396,005	3,880	2024-10-31
iShares Select Dividend ETF	1.658%	0.000%	3,027,259	0	2024-10-31
First Trust SMID Cp Rising Div Achv ETF	0.637%	0.342%	1,163,657	3,960	2024-10-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.636%	-5.844%	1,161,746	-72,100	2024-10-31
Dimensional US Targeted Value ETF	0.589%	0.000%	1,075,179	0	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Fidelity® Low-Priced Stock	2.938%	-0.104%	5,729,466	-5,961	2023-10-31
iShares Core S&P Mid-Cap ETF	2.937%	0.000%	5,364,072	0	2024-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr	2.658%	0.606%	5,184,560	31,208	2023-03-31
Fidelity Low-Priced Stock	2.803%	-9.447%	5,117,692	-533,881	2024-08-31
Vanguard Total Stock Mkt Idx Inv	2.580%	-8.178%	4,711,350	-419,618	2024-09-30
Schwab US Dividend Equity ETF™	2.407%	0.088%	4,396,005	3,880	2024-10-31
Vanguard Small Cap Index	2.038%	-8.637%	3,720,985	-351,779	2024-09-30
iShares Select Dividend ETF	1.658%	0.000%	3,027,259	0	2024-10-31
Donald Smith & Co. All Eq Accounts Comp	1.586%	-6.021%	2,895,328	-185,510	2024-09-30
Vanguard Extended Market Index Investor	1.321%	0.379%	2,583,150	9,761	2023-08-31
Vanguard Institutional Extnd Mkt Idx Tr	1.397%	-6.304%	2,550,396	-171,584	2024-09-30
Vanguard Small Cap Value Index Inv	1.379%	-7.797%	2,518,969	-213,017	2024-09-30
Performer (AFRIS)	1.130%	0.000%	2,098,775	2,098,775	2024-02-29
Vanguard Equity-Income Inv	1.130%	0.000%	2,063,431	0	2024-09-30
Vanguard Selected Value Inv	0.893%	-8.777%	1,630,748	-156,900	2024-09-30
Donald Smith & Co. Md-Cap Val Eq	0.893%	-8.777%	1,630,748	-156,900	2024-09-30
DFA US Targeted Value I	0.821%	0.000%	1,498,793	0	2024-09-30
SPDR® S&P MIDCAP 400 ETF Trust	0.747%	-3.961%	1,364,064	-56,260	2024-09-30
Fidelity® Low-Priced Stock K6	0.657%	-10.240%	1,298,018	-148,077	2023-01-31
Strategic Advisers® Fidelity US TtlStk	0.664%	41.783%	1,294,556	381,500	2023-11-30
First Trust SMID Cp Rising Div Achv ETF	0.637%	0.342%	1,163,657	3,960	2024-10-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.636%	-5.844%	1,161,746	-72,100	2024-10-31
Fidelity LowPriced Stock Commingled Pl	0.564%	-32.421%	1,113,963	-534,423	2023-02-28
Donald Smith & Co. All Cap Val Eq	0.592%	0.000%	1,100,400	0	2024-03-31
Strategic Advisers Fidelity US TtlStk	0.600%	-15.218%	1,095,121	-196,562	2024-09-30
Dimensional US Targeted Value ETF	0.589%	0.000%	1,075,179	0	2024-10-31
iShares S&P Mid-Cap 400 Value ETF	0.545%	0.000%	1,031,898	0	2024-06-28
Fidelity LowPriced Stock Commingled Pl A	0.551%	1.782%	1,022,634	17,900	2024-06-30
State St S&P Midcap® Indx SL Cl II	0.504%	0.000%	993,697	0	2023-05-31
Fidelity Extended Market Index	0.544%	-7.066%	992,552	-75,464	2024-09-30
Fidelity® Extended Market Index	0.508%	1.365%	991,474	13,349	2023-11-30
DFA US Small Cap Value I	0.488%	0.000%	954,612	0	2023-08-31
Vanguard Dividend Appreciation ETF	0.510%	-4.520%	930,785	-44,066	2024-09-30
Vanguard High Dividend Yield ETF	0.456%	-1.029%	888,663	-9,243	2023-10-31