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Unum Group (UNM)
USD89.10
+0.63 (+0.71%)
US NYSE S&P 500
Financial Services Insurance - Life
Address
1 Fountain Square 37402
Chattanooga, TN, US
Chattanooga, TN, US
CEO
Richard Paul McKenney
Website
unum.com
IPO
1986-11-06
CIK 5513 ISIN US91529Y1064
Also trades on
London Stock Exchange · 0LJN.L (USD)
New York Stock Exchange · UNM (USD)
New York Stock Exchange · UNMA (USD)
Description
Unum Group, along with its various subsidiaries, specializes in delivering financial protection benefits, primarily operating across the United States, the United Kingdom, and Poland. The company's operations are organized into distinct segments: Unum US, Unum International, Colonial Life, and the Closed Block. Its extensive product portfolio encompasses group coverage, including long-term and short-term disability, life insurance, and accidental death and dismemberment. Additionally, Unum provides a range of supplemental and voluntary offerings like individual disability, various voluntary benefits, and dental and vision plans. Further offerings include policies addressing accidents, sickness, general disability, life coverage, cancer, and critical illness. Beyond these, Unum's services extend to group pension plans, individual life insurance, corporate-owned life insurance (COLI), and the management of reinsurance pools. Its primary clientele consists of employers, who procure these solutions to benefit their workforce. Distribution is handled via a diverse network comprising in-house field sales teams, independent brokers, consultants, and an independent contractor agency sales force. Established in 1848, Unum Group maintains its headquarters in Chattanooga, Tennessee.
News Sentiment (7d)
Market Cap & Enterprise Value
Merger & Acquisition History
Index membership
| Index | Added | Removed | Status |
|---|---|---|---|
| S&P 500 | 1994-03-10 | — | Active |
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
USD89.10
+0.63 (+0.71%)
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Volume Profile
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Liquidity & share structure
Average Volume
1M
Beta
0.25
Float Shares
158.30M
Free Float %
99.1%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.95% | -0.77% | +3.55% | +16.03% | +9.56% | +7.39% | +1.60% | +91.55% | +164.14% | +125.43% | +1,089.00% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (30 ratings, all time)
Hold
Price Targets & DCF
Current price
89.10
Low
85.00
-4.6%
Consensus
98.33
+10.4%
Median
99.50
+11.7%
High
115.00
+29.1%
DCF (Unlevered)
263.83
+196.1%
DCF (Levered)
217.45
+144.0%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
69% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 2 | -1 |
| Buy | 7 | 0 |
| Hold | 4 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 2 |
91.50
+2.7%
|
| Last Quarter | 3 |
89.33
+0.3%
|
| Last Year | 13 |
93.46
+4.9%
|
| All Time | 28 |
80.32
-9.9%
|
Quality scores
Altman Z-Score
0.76
Distress
Piotroski F-Score
7 / 9
Strong
MOAT Score
5 / 10
Developing
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
5 / 5
High
ROE Score
3 / 5
Medium
ROA Score
4 / 5
High
D/E Score
2 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
-
Revenue growth Insurance - Life: +10.6%+2.1% Q1'26: +9.0% (vs Q1'25)
-
EPS growth Insurance - Life: +13.4%-54.8% Q1'26: +33.0% (vs Q1'25)
-
FCF margin FCF growth · Insurance - Life: +31.7%+10.8% Q1'26: +9.0% (vs Q1'25)
-
EBIT margin Insurance - Life: +12.4%+8.8% Q1'26: +9.0% (vs Q1'25)
-
ROIC Insurance - Life: +1.0%+6.1% ★ Q1'26: +6.4% (vs Q1'25)
-
Share dilution Insurance - Life: +0.4%-8.1% ★ Q1'26: -8.1% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Insurance - Life: -1.05×3.08× Q1'26: 3.11× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Dec 2000 actual |
Dec 2001 actual |
Dec 2002 actual |
Dec 2003 actual |
Dec 2004 actual |
Dec 2005 actual |
Dec 2006 actual |
Dec 2007 actual |
Dec 2008 actual |
Dec 2009 actual |
Dec 2010 actual |
Dec 2011 actual |
Dec 2012 actual |
Dec 2013 actual |
Dec 2014 actual |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 4 Rev. Ana. 8 EPS Ana. |
Dec 2027 5 Rev. Ana. 8 EPS Ana. |
Dec 2028 5 Rev. Ana. 4 EPS Ana. |
Dec 2029 2 Rev. Ana. 2 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
9.07B
est: 7.39B (+22.8%)
|
9.00B
est: 9.19B (-2.1%)
|
9.08B
est: 7.80B (+16.4%)
|
9.82B
est: 9.26B (+6.0%)
|
10.46B
est: 8.50B (+23.1%)
|
10.44B
est: 9.00B (+16.0%)
|
10.54B
est: 7.99B (+31.8%)
|
10.52B
est: 7.87B (+33.6%)
|
9.98B
est: 8.07B (+23.7%)
|
10.09B
est: 8.05B (+25.4%)
|
10.19B
est: 13.60B (-25.1%)
|
10.28B
est: 7.88B (+30.4%)
|
10.52B
est: 7.75B (+35.6%)
|
10.37B
est: 7.67B (+35.3%)
|
10.52B
est: 7.91B (+33.1%)
|
10.73B
est: 10.75B (-0.2%)
|
11.05B
est: 11.06B (-0.1%)
|
11.29B
est: 11.31B (-0.2%)
|
11.60B
est: 11.64B (-0.3%)
|
11.99B
est: 12.01B (-0.2%)
|
13.15B
est: 11.96B (+9.9%)
|
11.84B
est: 11.96B (-1.1%)
|
11.88B
est: 11.99B (-1.0%)
|
12.31B
est: 12.67B (-2.9%)
|
12.79B
est: 12.96B (-1.3%)
|
13.05B
est: 13.21B (-1.2%)
|
11.67B
11.53B – 11.96B
-11.6% YoY
|
12.18B
12.14B – 12.29B
+4.4% YoY
|
12.90B
12.82B – 12.98B
+5.9% YoY
|
13.27B
13.14B – 13.51B
+2.8% YoY
|
| EBITDA |
1.60B
est: 1.05B (+52.6%)
|
1.50B
est: 1.02B (+47.3%)
|
1.25B
est: 775.55M (+60.8%)
|
513.80M
est: 312.49M (+64.4%)
|
28.10M
est: -55.91M (+150.3%)
|
1.01B
est: 1.01B (-0.3%)
|
737.70M
est: 689.83M (+6.9%)
|
1.31B
est: 1.10B (+18.1%)
|
1.05B
est: 990.42M (+6.0%)
|
1.49B
est: 1.44B (+3.5%)
|
1.54B
est: 1.55B (-0.7%)
|
557.70M
est: 432.18M (+29.0%)
|
1.48B
est: 1.44B (+2.7%)
|
1.45B
est: 1.40B (+3.6%)
|
797.40M
est: 775.65M (+2.8%)
|
1.49B
est: 1.48B (+0.8%)
|
1.62B
est: 1.55B (+4.1%)
|
1.67B
est: 1.59B (+4.8%)
|
896.50M
est: 908.44M (-1.3%)
|
1.67B
est: 1.67B (+0.2%)
|
1.27B
est: 1.30B (-2.5%)
|
1.57B
est: 1.31B (+19.4%)
|
2.05B
est: 1.65B (+24.1%)
|
1.94B
est: 1.93B (+0.9%)
|
2.57B
est: 1.97B (+30.4%)
|
1.27B
est: 2.01B (-37.0%)
|
1.77B
1.75B – 1.82B
-11.6% YoY
|
1.85B
1.85B – 1.87B
+4.4% YoY
|
1.96B
1.95B – 1.97B
+5.9% YoY
|
2.02B
2.00B – 2.05B
+2.8% YoY
|
| EBIT |
1.00B
est: 1.05B (-4.9%)
|
923.40M
est: 1.31B (-29.7%)
|
736.70M
est: 1.11B (-33.9%)
|
-248.00M
est: 1.32B (-118.8%)
|
-52.40M
est: 1.21B (-104.3%)
|
917.60M
est: 1.28B (-28.5%)
|
657.20M
est: 1.14B (-42.4%)
|
1.24B
est: 1.12B (+10.2%)
|
980.70M
est: 1.15B (-14.8%)
|
1.42B
est: 1.15B (+23.4%)
|
1.46B
est: 1.94B (-24.7%)
|
476.60M
est: 1.13B (-57.6%)
|
1.39B
est: 1.11B (+26.0%)
|
1.37B
est: 1.09B (+25.1%)
|
709.50M
est: 1.13B (-37.1%)
|
1.39B
est: 1.53B (-9.4%)
|
1.51B
est: 1.58B (-4.1%)
|
1.56B
est: 1.61B (-3.2%)
|
795.10M
est: 1.66B (-52.1%)
|
1.56B
est: 1.72B (-9.1%)
|
1.15B
est: 1.71B (-32.5%)
|
1.45B
est: 1.71B (-15.4%)
|
1.94B
est: 1.71B (+13.2%)
|
1.83B
est: 1.81B (+1.5%)
|
2.45B
est: 1.85B (+32.6%)
|
1.14B
est: 1.89B (-39.4%)
|
1.67B
1.65B – 1.71B
-11.6% YoY
|
1.74B
1.73B – 1.75B
+4.4% YoY
|
1.84B
1.83B – 1.85B
+5.9% YoY
|
1.89B
1.88B – 1.93B
+2.8% YoY
|
| Net Income |
538.90M
est: 564.20M (-4.5%)
|
541.20M
est: 592.79M (-8.7%)
|
401.20M
est: 409.47M (-2.0%)
|
-386.40M
est: -500.40M (+22.8%)
|
-253.00M
est: -253.74M (+0.3%)
|
513.60M
est: 522.78M (-1.8%)
|
411.00M
est: 365.87M (+12.3%)
|
679.30M
est: 598.56M (+13.5%)
|
553.20M
est: 520.65M (+6.3%)
|
852.60M
est: 823.35M (+3.6%)
|
878.70M
est: 886.18M (-0.8%)
|
284.20M
est: 203.43M (+39.7%)
|
894.40M
est: 870.14M (+2.8%)
|
847.00M
est: 837.02M (+1.2%)
|
402.10M
est: 410.58M (-2.1%)
|
867.10M
est: 859.95M (+0.8%)
|
931.40M
est: 894.55M (+4.1%)
|
994.20M
est: 948.01M (+4.9%)
|
523.40M
est: 536.08M (-2.4%)
|
1.10B
est: 1.10B (+0.2%)
|
793.00M
est: 813.15M (-2.5%)
|
981.00M
est: 800.07M (+22.6%)
|
1.41B
est: 1.11B (+26.4%)
|
1.28B
est: 1.18B (+8.4%)
|
1.78B
est: 1.48B (+19.8%)
|
738.50M
est: 1.44B (-48.6%)
|
1.52B
1.49B – 1.54B
+5.7% YoY
|
1.70B
1.66B – 1.75B
+12.2% YoY
|
1.88B
1.76B – 2.00B
+10.3% YoY
|
2.11B
2.08B – 2.16B
+12.3% YoY
|
| SGA |
—
est: 638.59M (-100.0%)
|
707.20M
est: 794.92M (-11.0%)
|
732.20M
est: 674.46M (+8.6%)
|
779.80M
est: 800.88M (-2.6%)
|
739.60M
est: 720.62M (+2.6%)
|
753.90M
est: 766.38M (-1.6%)
|
680.50M
est: 636.31M (+6.9%)
|
722.40M
est: 638.54M (+13.1%)
|
772.60M
est: 315.47M (+144.9%)
|
1.63B
est: 767.66M (+112.4%)
|
776.30M
est: 1.20B (-35.4%)
|
808.00M
est: 1.71B (-52.7%)
|
786.80M
est: 803.19M (-2.0%)
|
790.40M
est: 770.88M (+2.5%)
|
820.90M
est: 808.99M (+1.5%)
|
835.10M
est: 828.21M (+0.8%)
|
839.10M
est: 799.02M (+5.0%)
|
852.30M
est: 805.54M (+5.8%)
|
885.90M
est: 868.46M (+2.0%)
|
898.30M
est: 896.83M (+0.2%)
|
953.20M
est: 981.38M (-2.9%)
|
975.20M
est: 681.55M (+43.1%)
|
1.09B
est: 505.07M (+115.7%)
|
1.16B
est: 911.73M (+27.5%)
|
1.17B
est: 932.15M (+25.1%)
|
—
est: 950.32M (-100.0%)
|
839.68M
829.83M – 860.80M
-11.6% YoY
|
876.69M
873.15M – 884.47M
+4.4% YoY
|
928.26M
922.26M – 934.27M
+5.9% YoY
|
954.57M
945.50M – 971.81M
+2.8% YoY
|
| EPS |
2.24
est: 2.36 (-5.1%)
|
2.24
est: 2.50 (-10.4%)
|
1.66
est: 2.55 (-34.9%)
|
-1.48
est: 2.00 (-174.0%)
|
-0.86
est: 1.57 (-154.8%)
|
1.74
est: 1.74 (+0.0%)
|
1.27
est: 1.56 (-18.6%)
|
1.92
est: 1.74 (+10.3%)
|
1.62
est: 2.31 (-29.9%)
|
2.57
est: 2.41 (+6.6%)
|
2.70
est: 2.70 (+0.0%)
|
0.94
est: 2.96 (-68.2%)
|
3.18
est: 2.98 (+6.7%)
|
3.24
est: 3.16 (+2.5%)
|
1.57
est: 3.45 (-54.5%)
|
3.51
est: 3.61 (-2.7%)
|
3.96
est: 3.91 (+1.4%)
|
4.39
est: 4.24 (+3.5%)
|
2.38
est: 5.22 (-54.4%)
|
5.25
est: 5.40 (-2.8%)
|
3.89
est: 4.98 (-21.9%)
|
4.04
est: 4.24 (-4.7%)
|
7.01
est: 6.25 (+12.2%)
|
6.53
est: 6.81 (-4.1%)
|
9.49
est: 8.58 (+10.6%)
|
4.28
est: 8.32 (-48.5%)
|
8.78
8.63 – 8.93
+5.6% YoY
|
9.73
9.58 – 10.11
+10.9% YoY
|
10.87
10.17 – 11.56
+11.6% YoY
|
12.20
12.05 – 12.49
+12.3% YoY
|
Recent Grade Changes (3M)
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-21 | Morgan Stanley | Equal Weight | Equal Weight | Maintain |
| 2026-05-05 | Wells Fargo | Overweight | Overweight | Maintain |
| 2026-04-30 | Truist Securities | Buy | Buy | Maintain |
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 2/5 | 3/5 |
| 2026-05-27 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 2/5 | 3/5 |
| 2026-05-26 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 2/5 | 3/5 |
| 2026-05-22 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 2/5 | 3/5 |
| 2026-05-21 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 2/5 | 3/5 |
| 2026-05-20 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 2/5 | 3/5 |
| 2026-05-19 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 2/5 | 3/5 |
| 2026-05-18 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 2/5 | 3/5 |
| 2026-05-15 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-14 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-13 | B+ | 3/5 | 5/5 | 2/5 | 4/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-12 | B+ | 3/5 | 5/5 | 2/5 | 4/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-11 | B+ | 3/5 | 5/5 | 2/5 | 4/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-08 | B+ | 3/5 | 5/5 | 2/5 | 4/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-07 | B+ | 3/5 | 5/5 | 2/5 | 4/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-06 | B+ | 3/5 | 5/5 | 2/5 | 4/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-05 | B+ | 3/5 | 5/5 | 2/5 | 4/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-04 | B+ | 3/5 | 5/5 | 2/5 | 4/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-01 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-30 | B | 3/5 | 5/5 | 3/5 | 1/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-29 | C | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-28 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-27 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-24 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-23 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-22 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-21 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-20 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-17 | A- | 4/5 | 5/5 | 3/5 | 5/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-16 | A- | 4/5 | 5/5 | 3/5 | 5/5 | 2/5 | 2/5 | 3/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
565.49M
OE per share TTM
3.38
Owner's Yield
4.14%
Maintenance CapEx ratio
11.87%
Maint CapEx / Avg PPE
4.3%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
705
Total invested
9.23B
Insider transactions (90d)
13
Beneficial owners (>5%)
15
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Edward C. Johnson 3d | 22.65M | 8.99% | — | — | 22.65M | — | IN | United States of America | 2015-02-13 | ↗ |
| 2 | The Vanguard Group - 23-1945930 | 21.83M | 10.68% | — | 126.4K | 21.53M | 292.7K | IA | — | 2022-02-10 | ↗ |
| 3 | (1) BlackRock, Inc. | 18.96M | 10.20% | — | — | — | — | HC | Delaware | 2024-11-08 | ↗ |
| 4 | Abigail P. Johnson | 17.40M | 8.51% | — | — | 17.40M | — | IN | United States of America | 2022-02-09 | ↗ |
| 5 | FMR LLC | 17.40M | 8.51% | 2.01M | — | 17.40M | — | HC | Delaware | 2022-02-09 | ↗ |
| 6 | Fidelity Low-Priced Stock Fund | 14.02M | 6.86% | 14.02M | — | — | — | IV | Massachusetts | 2022-02-09 | ↗ |
| 7 | 04-2683227 | 13.44M | 4.88% | — | 6.60M | — | — | IA | Massachusetts | 2013-02-14 | ↗ |
| 8 | Wellington Management Company LLP | 12.91M | 5.30% | — | 4.30M | — | — | IA | Delaware | 2016-02-11 | ↗ |
| 9 | 47-0875103 | 11.46M | 4.29% | 10.19M | — | 11.46M | — | IA | Delaware USA | 2013-08-09 | ↗ |
| 10 | NORGES BANK (THE CENTRAL BANK OF NORWAY) | 10.59M | 5.23% | — | 91.5K | 10.59M | — | OO | NORWAY | 2022-04-06 | ↗ |
| 11 | STATE STREET CORPORATION | 10.37M | 4.70% | — | 9.39M | — | 10.36M | HC | BOSTON, MASSACHUSETTS | 2019-02-12 | ↗ |
| 12 | 95-4871957 | 9.06M | 11.00% | — | — | — | — | IA | Delaware | 2016-02-12 | ↗ |
| 13 | Wellington Group Holdings LLP | 8.96M | 3.86% | — | 3.27M | — | — | HC | Delaware | 2017-02-09 | ↗ |
| 14 | Wellington Investment Advisors Holdings LLP | 8.96M | 3.86% | — | 3.27M | — | — | HC | Delaware | 2017-02-09 | ↗ |
| 15 | Wellington Management Group LLP | 8.96M | 3.86% | — | 3.27M | — | — | HC | Massachusetts | 2017-02-09 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
705
-8 vs prev Q
New positions
91
Closed positions
100
Increased
352
Reduced
239
Put/Call ratio
0.46
Calls held
832.6K
Puts held
382.7K
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 18.17M -485.4K (-2.6%) | 1.41B -42.8M (-3.0%) | 10.84% +0.124 pp | 0.02% -0.001 pp | USD47.22 +64.1% | 84 qtrs — |
| 2 | BLACKROCK, INC. | 17.05M -359.5K (-2.1%) | 1.32B -32.7M (-2.4%) | 10.17% +0.171 pp | 0.02% -0.001 pp | USD60.38 +28.4% | 6 qtrs — |
| 3 | NORGES BANK | 14.31M +14.3M (+100.0%) | 1.11B +1.1B (+100.0%) | 8.53% +8.535 pp | 0.12% +0.119 pp | USD77.50 +0.0% | 1 qtrs NEW |
| 4 | FMR LLC | 7.43M +259.2K (+3.6%) | 575.96M +18.1M (+3.2%) | 4.31% +0.189 pp | 0.03% +0.000 pp | USD39.37 +96.9% | 70 qtrs — |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 5.65M +26.8K (+0.5%) | 438.13M +497.9K (+0.1%) | 3.28% +0.046 pp | 0.07% -0.002 pp | USD35.73 +116.9% | 73 qtrs — |
| 6 | STATE STREET CORP | 5.33M -176.0K (-3.2%) | 413.08M -15.2M (-3.5%) | 3.18% +0.017 pp | 0.01% -0.001 pp | USD31.81 +143.6% | 51 qtrs — |
| 7 | FIRST TRUST ADVISORS LP | 4.68M -1.1M (-18.4%) | 362.78M -83.3M (-18.7%) | 2.71% -0.580 pp | 0.26% -0.068 pp | USD70.59 +9.8% | 51 qtrs — |
| 8 | DIMENSIONAL FUND ADVISORS LP | 3.79M +13.8K (+0.4%) | 293.87M +30.8K (+0.0%) | 2.26% +0.092 pp | 0.06% -0.001 pp | USD31.58 +145.4% | 51 qtrs — |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 3.27M -115.0K (-3.4%) | 253.63M -13.4M (-5.0%) | 1.95% +0.006 pp | 0.02% -0.001 pp | USD38.02 +103.8% | 78 qtrs — |
| 10 | MORGAN STANLEY | 3.26M -129.3K (-3.8%) | 252.65M -11.0M (-4.2%) | 1.94% -0.002 pp | 0.02% -0.001 pp | USD39.05 +98.5% | 51 qtrs — |
| 11 | LSV ASSET MANAGEMENT | 2.67M -67.3K (-2.5%) | 206.58M -6.0M (-2.8%) | 1.59% +0.020 pp | 0.45% -0.019 pp | USD32.25 +140.3% | 59 qtrs — |
| 12 | AQR CAPITAL MANAGEMENT LLC | 2.15M -185.8K (-7.9%) | 166.90M -14.7M (-8.1%) | 1.25% -0.095 pp | 0.09% -0.029 pp | USD48.52 +59.7% | 69 qtrs — |
| 13 | VICTORY CAPITAL MANAGEMENT INC | 1.80M -379.1K (-17.4%) | 139.29M -30.0M (-17.7%) | 1.04% -0.208 pp | 0.08% -0.020 pp | USD59.29 +30.7% | 44 qtrs — |
| 14 | NORTHERN TRUST CORP | 1.71M -50.1K (-2.9%) | 132.15M -4.4M (-3.2%) | 0.99% -0.020 pp | 0.02% -0.001 pp | USD44.69 +73.4% | 51 qtrs — |
| 15 | BANK OF NEW YORK MELLON CORP | 1.67M -120.5K (-6.7%) | 129.35M -9.8M (-7.1%) | 1.00% -0.032 pp | 0.02% -0.004 pp | USD29.41 +163.5% | 66 qtrs — |
| 16 | INVESCO LTD. | 1.65M -22.2K (-1.3%) | 127.65M -2.2M (-1.7%) | 0.98% +0.024 pp | 0.02% -0.001 pp | USD62.89 +23.2% | 57 qtrs — |
| 17 | WOODLINE PARTNERS LP | 1.41M +747.7K (+112.4%) | 109.49M +57.8M (+111.6%) | 0.82% +0.437 pp | 0.42% +0.181 pp | USD73.23 +5.8% | 8 qtrs — |
| 18 | UBS GROUP AG | 1.36M +69.0K (+5.4%) | 105.16M +5.0M (+5.0%) | 0.81% +0.070 pp | 0.02% +0.001 pp | USD70.76 +9.5% | 45 qtrs — |
| 19 | DONALD SMITH & CO., INC. | 1.32M -464.8K (-26.1%) | 101.93M -36.5M (-26.4%) | 0.78% -0.238 pp | 1.91% -0.852 pp | USD31.68 +144.6% | 87 qtrs — |
| 20 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 1.25M +50.0K (+4.2%) | 96.88M +3.5M (+3.8%) | 0.72% +0.035 pp | 0.15% -0.001 pp | USD72.76 +6.5% | 6 qtrs — |
| 21 | GOLDMAN SACHS GROUP INC | 1.25M -262.3K (-17.4%) | 96.66M -20.7M (-17.7%) | 0.73% -0.134 pp | 0.01% -0.003 pp | USD35.34 +119.3% | 73 qtrs — |
| 22 | ALLIANZ ASSET MANAGEMENT GMBH | 1.15M -1.4M (-54.1%) | 89.49M -106.2M (-54.3%) | 0.69% -0.756 pp | 0.09% -0.128 pp | USD65.56 +18.2% | 51 qtrs — |
| 23 | ROYAL BANK OF CANADA | 1.13M +55.7K (+5.2%) | 87.56M +4.0M (+4.8%) | 0.67% +0.057 pp | 0.01% +0.001 pp | USD49.17 +57.6% | 51 qtrs — |
| 24 | NUVEEN, LLC | 1.12M -51.0K (-4.4%) | 86.56M -4.3M (-4.7%) | 0.67% -0.005 pp | 0.02% -0.001 pp | USD81.33 -4.7% | 4 qtrs — |
| 25 | NORDEA INVESTMENT MANAGEMENT AB | 1.08M -342.1K (-24.1%) | 83.86M -26.1M (-23.7%) | 0.63% -0.182 pp | 0.07% -0.024 pp | USD48.89 +58.5% | 12 qtrs — |
| 26 | MILLENNIUM MANAGEMENT LLC | 984.4K -80.8K (-7.6%) | 76.29M -6.6M (-7.9%) | 0.59% -0.025 pp | 0.03% -0.003 pp | USD61.14 +26.8% | 75 qtrs — |
| 27 | ALYESKA INVESTMENT GROUP, L.P. | 930.5K +730.5K (+365.3%) | 72.12M +56.6M (+363.6%) | 0.54% +0.425 pp | 0.20% +0.157 pp | USD76.54 +1.3% | 5 qtrs — |
| 28 | QUBE RESEARCH & TECHNOLOGIES LTD | 800.8K +800.8K (+100.0%) | 62.06M +62.1M (+100.0%) | 0.46% +0.464 pp | 0.06% +0.063 pp | USD77.50 +0.0% | 13 qtrs — |
| 29 | POINT72 ASSET MANAGEMENT, L.P. | 767.7K +735.7K (+2,297.0%) | 59.50M +57.0M (+2,288.4%) | 0.45% +0.427 pp | 0.07% +0.062 pp | USD77.51 0.0% | 20 qtrs — |
| 30 | ZURICH INSURANCE GROUP LTD/FI | 759.5K +759.5K (+100.0%) | 58.86M +58.9M (+100.0%) | 0.44% +0.440 pp | 0.41% +0.408 pp | USD77.50 +0.0% | 5 qtrs — |
| 31 | BALYASNY ASSET MANAGEMENT L.P. | 700.7K +117.5K (+20.1%) | 54.31M +8.9M (+19.7%) | 0.41% +0.071 pp | 0.07% +0.011 pp | USD73.78 +5.0% | 12 qtrs — |
| 32 | ALGEBRIS (UK) LTD | 699.8K +310.3K (+79.7%) | 54.26M +24.0M (+79.3%) | 0.42% +0.194 pp | 4.25% +0.826 pp | USD78.50 -1.3% | 3 qtrs — |
| 33 | QUANTINNO CAPITAL MANAGEMENT LP | 658.2K +215.1K (+48.6%) | 51.01M +16.5M (+48.0%) | 0.38% +0.127 pp | 0.10% +0.008 pp | USD68.56 +13.0% | 26 qtrs — |
| 34 | SQUAREPOINT OPS LLC | 642.3K +302.9K (+89.3%) | 49.78M +23.4M (+88.6%) | 0.37% +0.177 pp | 0.05% +0.026 pp | USD77.65 -0.2% | 44 qtrs — |
| 35 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 621.1K +103.5K (+20.0%) | 48.13M +7.9M (+19.6%) | 0.36% +0.063 pp | 0.08% +0.009 pp | USD76.07 +1.9% | 6 qtrs — |
| 36 | ENSIGN PEAK ADVISORS, INC | 600.3K -90.6K (-13.1%) | 46.52M -7.2M (-13.4%) | 0.36% -0.039 pp | 0.08% -0.006 pp | USD76.66 +1.1% | 25 qtrs — |
| 37 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 575.1K -80.5K (-12.3%) | 44.41M -6.9M (-13.4%) | 0.34% -0.034 pp | 0.07% -0.010 pp | USD70.29 +10.3% | 17 qtrs — |
| 38 | MARSHALL WACE, LLP | 561.2K +468.8K (+507.4%) | 43.49M +36.3M (+505.2%) | 0.33% +0.282 pp | 0.04% +0.032 pp | USD76.34 +1.5% | 10 qtrs — |
| 39 | NEUBERGER BERMAN GROUP LLC | 559.7K +75.0K (+15.5%) | 43.37M +5.7M (+15.1%) | 0.32% +0.046 pp | 0.03% +0.005 pp | USD66.59 +16.4% | 51 qtrs — |
| 40 | SEI INVESTMENTS CO | 554.0K +56.1K (+11.3%) | 42.94M +4.2M (+10.9%) | 0.32% +0.035 pp | 0.04% +0.001 pp | USD57.51 +34.8% | 45 qtrs — |
| 41 | UBS ASSET MANAGEMENT AMERICAS INC | 548.7K -65.0K (-10.6%) | 42.52M -5.2M (-10.9%) | 0.32% -0.034 pp | 0.01% -0.001 pp | USD51.89 +49.4% | 90 qtrs — |
| 42 | D. E. SHAW & CO., INC. | 543.0K +469.1K (+635.2%) | 42.08M +36.3M (+632.5%) | 0.31% +0.272 pp | 0.02% +0.020 pp | USD76.01 +2.0% | 13 qtrs — |
| 43 | MERCER GLOBAL ADVISORS INC /ADV | 540.1K +252.9K (+88.0%) | 42.07M +19.7M (+88.3%) | 0.32% +0.157 pp | 0.06% +0.027 pp | USD76.42 +1.4% | 21 qtrs — |
| 44 | JPMORGAN CHASE & CO | 540.8K -126.8K (-19.0%) | 41.92M -10.0M (-19.3%) | 0.31% -0.070 pp | 0.00% -0.001 pp | USD37.10 +108.9% | 51 qtrs — |
| 45 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 521.4K +264.5K (+103.0%) | 40.40M +20.4M (+102.3%) | 0.30% +0.155 pp | 0.02% +0.011 pp | USD63.82 +21.4% | 13 qtrs — |
| 46 | CBOE VEST FINANCIAL, LLC | 519.4K -134.2K (-20.5%) | 40.25M -10.6M (-20.8%) | 0.31% -0.070 pp | 0.51% -0.153 pp | USD80.02 -3.1% | 9 qtrs — |
| 47 | TWO SIGMA INVESTMENTS, LP | 509.8K -354.7K (-41.0%) | 39.51M -27.7M (-41.2%) | 0.30% -0.192 pp | 0.06% -0.044 pp | USD70.16 +10.5% | 33 qtrs — |
| 48 | JANE STREET GROUP, LLC | 502.8K +392.9K (+357.6%) | 38.96M +30.4M (+356.0%) | 0.30% +0.232 pp | 0.01% +0.005 pp | USD77.29 +0.3% | 32 qtrs — |
| 49 | BANK OF AMERICA CORP /DE/ | 489.6K -18.4K (-3.6%) | 37.94M -1.6M (-4.0%) | 0.29% +0.000 pp | 0.00% +0.000 pp | USD51.98 +49.1% | 52 qtrs — |
| 50 | GRACE & WHITE INC /NY | 488.2K -5.5K (-1.1%) | 37.84M -564.6K (-1.5%) | 0.29% +0.008 pp | 6.75% -0.031 pp | USD22.09 +250.8% | 96 qtrs — |
| 51 | SWEDBANK AB | 467.5K +279.2K (+148.3%) | 36.23M +21.6M (+147.4%) | 0.28% +0.171 pp | 0.04% +0.020 pp | USD77.61 -0.1% | 2 qtrs — |
| 52 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 461.2K -103.3K (-18.3%) | 35.74M -8.2M (-18.6%) | 0.28% -0.049 pp | 0.02% -0.006 pp | USD48.95 +58.3% | 58 qtrs — |
| 53 | RHUMBLINE ADVISERS | 440.2K -19.7K (-4.3%) | 34.12M -1.7M (-4.6%) | 0.26% -0.002 pp | 0.03% -0.001 pp | USD30.51 +154.0% | 51 qtrs — |
| 54 | PROSHARE ADVISORS LLC | 435.2K -4.3K (-1.0%) | 33.73M -454.2K (-1.3%) | 0.25% 0.000 pp | 0.06% -0.012 pp | USD54.12 +43.2% | 75 qtrs — |
| 55 | WEDGE CAPITAL MANAGEMENT L L P/NC | 429.1K -73.1K (-14.6%) | 33.26M -5.8M (-14.9%) | 0.25% -0.036 pp | 0.60% -0.064 pp | USD44.03 +76.0% | 57 qtrs — |
| 56 | RETIREMENT SYSTEMS OF ALABAMA | 409.8K -4.7K (-1.1%) | 31.76M -479.2K (-1.5%) | 0.24% +0.003 pp | 0.10% -0.004 pp | USD29.21 +165.3% | 52 qtrs — |
| 57 | GILLSON CAPITAL LP | 362.6K +116.6K (+47.4%) | 28.10M +9.0M (+46.9%) | 0.21% +0.069 pp | 1.84% +0.178 pp | USD77.96 -0.6% | 6 qtrs — |
| 58 | JACOBS LEVY EQUITY MANAGEMENT, INC | 358.8K +969.0 (+0.3%) | 27.81M -25.1K (-0.1%) | 0.21% +0.003 pp | 0.11% -0.003 pp | USD57.21 +35.5% | 24 qtrs — |
| 59 | FRANKLIN RESOURCES INC | 346.8K -25.6K (-6.9%) | 26.88M -2.1M (-7.2%) | 0.21% -0.007 pp | 0.01% -0.001 pp | USD56.71 +36.7% | 51 qtrs — |
| 60 | CANADA PENSION PLAN INVESTMENT BOARD | 335.4K -1.7K (-0.5%) | 25.99M -226.1K (-0.9%) | 0.19% +0.001 pp | 0.02% -0.001 pp | USD77.60 -0.1% | 17 qtrs — |
| 61 | PRINCIPAL FINANCIAL GROUP INC | 331.4K -17.1K (-4.9%) | 25.69M -1.4M (-5.2%) | 0.19% -0.006 pp | 0.01% -0.001 pp | USD27.60 +180.8% | 81 qtrs — |
| 62 | TRUIST FINANCIAL CORP | 326.1K +116.0 (+0.0%) | 25.27M -82.3K (-0.3%) | 0.19% +0.004 pp | 0.03% -0.001 pp | USD29.31 +164.4% | 25 qtrs — |
| 63 | AMERIPRISE FINANCIAL INC | 324.9K -110.8K (-25.4%) | 25.18M -8.7M (-25.7%) | 0.19% -0.062 pp | 0.01% -0.002 pp | USD35.19 +120.2% | 51 qtrs — |
| 64 | SWISS NATIONAL BANK | 319.0K -2.1K (-0.7%) | 24.72M -252.7K (-1.0%) | 0.19% +0.006 pp | 0.01% +0.000 pp | USD31.68 +144.6% | 51 qtrs — |
| 65 | AMERICAN CENTURY COMPANIES INC | 308.8K -215.1K (-41.1%) | 23.93M -16.8M (-41.3%) | 0.18% -0.122 pp | 0.01% -0.009 pp | USD60.59 +27.9% | 51 qtrs — |
| 66 | VIRGINIA RETIREMENT SYSTEMS ET AL | 308.6K -19.1K (-5.8%) | 23.92M -1.6M (-6.2%) | 0.18% -0.007 pp | 0.14% -0.023 pp | USD81.45 -4.8% | 4 qtrs — |
| 67 | ENGINEERS GATE MANAGER LP | 292.8K +290.0K (+10,463.3%) | 22.69M +22.5M (+10,425.3%) | 0.17% +0.168 pp | 0.27% +0.267 pp | USD77.54 -0.1% | 14 qtrs — |
| 68 | LPL FINANCIAL LLC | 291.9K -734.0 (-0.3%) | 22.62M -138.8K (-0.6%) | 0.17% +0.006 pp | 0.01% -0.001 pp | USD44.45 +74.4% | 50 qtrs — |
| 69 | LEGAL & GENERAL GROUP PLC | 286.5K -98.5K (-25.6%) | 22.20M -7.7M (-25.8%) | 0.17% -0.050 pp | 0.00% -0.002 pp | USD33.06 +134.4% | 75 qtrs — |
| 70 | FREESTONE GROVE PARTNERS LP | 281.5K +5.7K (+2.1%) | 21.82M +363.0K (+1.7%) | 0.16% +0.005 pp | 0.16% -0.003 pp | USD74.57 +3.9% | 5 qtrs — |
| 71 | ALLIANCEBERNSTEIN L.P. | 272.3K +42.6K (+18.5%) | 21.11M +3.2M (+18.1%) | 0.16% +0.026 pp | 0.01% +0.001 pp | USD41.78 +85.5% | 61 qtrs — |
| 72 | HRT FINANCIAL LP | 265.4K -30.1K (-10.2%) | 20.57M -2.4M (-10.5%) | 0.16% -0.011 pp | 0.06% -0.020 pp | USD79.35 -2.3% | 3 qtrs — |
| 73 | AMUNDI | 254.7K +86.7K (+51.6%) | 19.74M +6.5M (+49.4%) | 0.15% +0.051 pp | 0.01% +0.001 pp | USD74.23 +4.4% | 13 qtrs — |
| 74 | CAPTRUST FINANCIAL ADVISORS | 254.6K +1.5K (+0.6%) | 19.73M +45.9K (+0.2%) | 0.15% +0.007 pp | 0.04% -0.003 pp | USD40.99 +89.1% | 35 qtrs — |
| 75 | SCHONFELD STRATEGIC ADVISORS LLC | 246.0K +100.8K (+69.4%) | 19.07M +7.8M (+68.8%) | 0.14% +0.059 pp | 0.08% +0.020 pp | USD77.64 -0.2% | 20 qtrs — |
| 76 | WELLINGTON MANAGEMENT GROUP LLP | 246.0K +246.0K (+100.0%) | 19.06M +19.1M (+100.0%) | 0.14% +0.143 pp | 0.00% +0.003 pp | USD77.50 +0.0% | 9 qtrs — |
| 77 | RAYMOND JAMES FINANCIAL INC | 245.9K -20.3K (-7.6%) | 19.06M -1.6M (-7.9%) | 0.14% -0.010 pp | 0.01% -0.001 pp | USD75.22 +3.0% | 5 qtrs — |
| 78 | BRIDGEWATER ASSOCIATES, LP | 241.4K -194.7K (-44.6%) | 18.71M -15.2M (-44.8%) | 0.14% -0.111 pp | 0.07% -0.065 pp | USD66.01 +17.4% | 19 qtrs — |
| 79 | CITADEL ADVISORS LLC | 239.1K +78.6K (+49.0%) | 18.53M +6.0M (+48.4%) | 0.14% +0.050 pp | 0.00% +0.001 pp | USD77.69 -0.2% | 34 qtrs — |
| 80 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 234.5K -23.7K (-9.2%) | 18.18M -1.9M (-9.5%) | 0.14% -0.012 pp | 0.01% -0.002 pp | USD28.73 +169.8% | 106 qtrs — |
| 81 | GATEWAY INVESTMENT ADVISERS LLC | 226.1K +1.7K (+0.8%) | 17.52M +72.7K (+0.4%) | 0.13% +0.004 pp | 0.16% -0.006 pp | USD18.56 +317.6% | 24 qtrs — |
| 82 | MAN GROUP PLC | 224.8K -18.9K (-7.8%) | 17.42M -1.5M (-8.1%) | 0.13% -0.010 pp | 0.03% -0.003 pp | USD57.67 +34.4% | 32 qtrs — |
| 83 | VOYA INVESTMENT MANAGEMENT LLC | 221.5K -9.4K (-4.1%) | 17.17M -793.5K (-4.4%) | 0.13% -0.001 pp | 0.02% -0.001 pp | USD43.84 +76.8% | 51 qtrs — |
| 84 | DEUTSCHE BANK AG\ | 220.5K +169.4K (+331.0%) | 17.09M +13.1M (+329.4%) | 0.13% +0.099 pp | 0.01% +0.004 pp | USD75.33 +2.9% | 50 qtrs — |
| 85 | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 211.3K +35.3K (+20.0%) | 16.37M +2.7M (+19.6%) | 0.13% +0.025 pp | 0.11% +0.016 pp | USD60.21 +28.7% | 21 qtrs — |
| 86 | TUDOR INVESTMENT CORP ET AL | 203.1K +56.6K (+38.7%) | 15.74M +4.3M (+38.2%) | 0.12% +0.034 pp | 0.03% +0.010 pp | USD78.77 -1.6% | 3 qtrs — |
| 87 | HUDSON BAY CAPITAL MANAGEMENT LP | 203.0K +75.0K (+58.6%) | 15.73M +5.8M (+58.0%) | 0.12% +0.048 pp | 0.05% +0.019 pp | USD68.56 +13.0% | 6 qtrs — |
| 88 | PRICE T ROWE ASSOCIATES INC /MD/ | 202.0K +8.8K (+4.5%) | 15.66M +625.0K (+4.2%) | 0.12% +0.006 pp | 0.00% +0.000 pp | USD54.49 +42.2% | 75 qtrs — |
| 89 | MCGOWAN GROUP ASSET MANAGEMENT, INC. | 189.3K -378.0 (-0.2%) | 14.67M -82.4K (-0.6%) | 0.11% +0.002 pp | 1.82% -0.009 pp | USD28.56 +171.4% | 21 qtrs — |
| 90 | STIFEL FINANCIAL CORP | 183.7K -8.1K (-4.2%) | 14.24M -683.0K (-4.6%) | 0.11% -0.004 pp | 0.01% -0.001 pp | USD47.49 +63.2% | 27 qtrs — |
| 91 | DEKABANK DEUTSCHE GIROZENTRALE | 250.7K +— (+0.0%) | 13.98M -5.2M (-27.1%) | 0.15% +0.006 pp | 0.02% -0.008 pp | USD48.48 +59.9% | 16 qtrs — |
| 92 | BARCLAYS PLC | 180.1K -22.0K (-10.9%) | 13.96M +1.9M (+16.2%) | 0.11% -0.009 pp | 0.00% +0.000 pp | USD63.30 +22.4% | 51 qtrs — |
| 93 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 174.6K -19.3K (-10.0%) | 13.53M -1.6M (-10.3%) | 0.10% -0.009 pp | 0.03% -0.003 pp | USD33.53 +131.1% | 51 qtrs — |
| 94 | SOUTH DAKOTA INVESTMENT COUNCIL | 174.0K +4.4K (+2.6%) | 13.48M +294.0K (+2.2%) | 0.10% +0.006 pp | 0.26% +0.000 pp | USD51.93 +49.2% | 10 qtrs — |
| 95 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 169.2K +75.3K (+80.2%) | 13.11M +5.8M (+79.5%) | 0.10% +0.047 pp | 0.00% +0.001 pp | USD63.30 +22.4% | 51 qtrs — |
| 96 | SG AMERICAS SECURITIES, LLC | 153.7K +141.6K (+1,167.7%) | 11.91M +11.0M (+1,163.1%) | 0.09% +0.083 pp | 0.02% +0.012 pp | USD76.83 +0.9% | 6 qtrs — |
| 97 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 153.6K -9.4K (-5.8%) | 11.90M -776.7K (-6.1%) | 0.09% -0.005 pp | 0.01% -0.001 pp | USD29.84 +159.7% | 52 qtrs — |
| 98 | INTERVAL PARTNERS, LP | 153.1K +81.5K (+113.8%) | 11.86M +6.3M (+113.1%) | 0.09% +0.048 pp | 0.21% +0.122 pp | USD78.15 -0.8% | 5 qtrs — |
| 99 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 146.3K +— (+0.0%) | 11.34M -41.0K (-0.4%) | 0.09% +0.003 pp | 0.02% +0.000 pp | USD32.43 +139.0% | 51 qtrs — |
| 100 | CI PRIVATE WEALTH, LLC | 140.2K +9.3K (+7.1%) | 10.87M +680.9K (+6.7%) | 0.08% +0.007 pp | 0.01% -0.001 pp | USD43.95 +76.3% | 13 qtrs — |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 223 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | ProShares - S&P MidCap 400 Dividend Aristocrats ETF REGL | 1.67% | 29.21M | 0.40% |
| 2 | State Street SPDR S&P Insurance ETF KIE | 1.66% | 9.22M | 0.35% |
| 3 | Hennessy Sustainable ETF STNC | 1.47% | 1.42M | 0.85% |
| 4 | iShares U.S. Insurance ETF IAK | 1.40% | 6.63M | 0.38% |
| 5 | Invesco S&P MidCap Low Volatility ETF XMLV | 1.10% | 8.13M | 0.25% |
| 6 | iShares Dow Jones U.S. Select Dividend UCITS ETF (DE) EXX5.DE | 1.01% | 4.67M | 0.31% |
| 7 | iShares Select Dividend ETF DVY | 1.00% | 234.60M | 0.38% |
| 8 | LeaderSharesTM AlphaFactor US Core Equity ETF LSAF | 0.94% | 1.11M | 0.75% |
| 9 | Invesco S&P MidCap 400 Pure Value ETF RFV | 0.87% | 2.83M | 0.35% |
| 10 | Pacer Lunt MidCap Multi-Factor Alternator ETF PAMC | 0.82% | 442.8K | 0.60% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
6.50
Bullish
Ratio by volume
1.92
Bullish
Buys
13
Sells
2
Shares acquired
26.6K
Shares disposed
13.8K
Cash buys
—
Cash sales
1.00
Net activity
+12,743
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-26 | O HANLEY RONALD P | Director | A-Award | A | Common Stock | 1,777 | 0.00 | — | 47,534 | D | ↗ |
| 2026-05-26 | Matus Kristi Ann | Director | A-Award | A | Common Stock | 2,191 | 0.00 | — | 2,191 | D | ↗ |
| 2026-05-26 | Lefebvre Mojgan M | Director | A-Award | A | Common Stock | 2,191 | 0.00 | — | 15,269 | D | ↗ |
| 2026-05-26 | Keaney Timothy F | Director | A-Award | A | Common Stock | 2,191 | 0.00 | — | 40,796 | D | ↗ |
| 2026-05-26 | KING GALE V. | Director | A-Award | A | Common Stock | 2,191 | 0.00 | — | 23,462 | D | ↗ |
| 2026-05-26 | KABAT KEVIN T | Director | A-Award | A | Common Stock | 1,333 | 0.00 | — | 127,330 | D | ↗ |
| 2026-05-26 | Egan Cynthia | Director | A-Award | A | Common Stock | 2,191 | 0.00 | — | 45,037 | D | ↗ |
| 2026-05-26 | Echevarria Joseph | Director | A-Award | A | Common Stock | 2,191 | 0.00 | — | 100,550 | D | ↗ |
| 2026-05-26 | DeVore Susan D. | Director | A-Award | A | Common Stock | 2,191 | 0.00 | — | 31,785 | D | ↗ |
| 2026-05-26 | Cross Susan Lee | Director | A-Award | A | Common Stock | 2,191 | 0.00 | — | 66,185 | D | ↗ |
| 2026-05-21 | Matus Kristi Ann | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2026-05-01 | Anderson Shelia Danette | Officer | F-InKind | D | Common Stock | 1,817 | 80.84 | 146.9K | 27,214 | D | ↗ |
| 2026-04-30 | Ahmed Elizabeth Claire | Officer | S-Sale | D | Common Stock | 12,000 | 80.14 | 961.7K | 42,587 | D | ↗ |
| 2026-03-16 | Pyne Christopher W | Officer | S-Sale | D | Common Stock | 4,852 | 72.47 | 351.6K | 52,268 | D | ↗ |
| 2026-03-12 | Till Mark Paul | Officer | G-Gift | D | Common Stock | 1,607 | 0.00 | — | 18,032 | D | ↗ |
| 2026-03-09 | IGLESIAS LISA G | Officer | S-Sale | D | Common Stock | 3,500 | 73.00 | 255.5K | 29,453 | D | ↗ |
| 2026-03-01 | Zabel Steven Andrew | Officer | A-Award | A | Common Stock | 17,840 | 0.00 | — | 122,794 | D | ↗ |
| 2026-03-01 | Till Mark Paul | Officer | F-InKind | D | Common Stock | 787 | 71.73 | 56.5K | 16,124 | D | ↗ |
| 2026-03-01 | Rice Walter Lynn JR | Officer | F-InKind | D | Common Stock | 255 | 71.73 | 18.3K | 8,212 | D | ↗ |
| 2026-03-01 | Pyne Christopher W | Officer | A-Award | A | Common Stock | 12,460 | 0.00 | — | 57,120 | D | ↗ |
| 2026-03-01 | McKenney Richard P | Director / Officer | A-Award | A | Common Stock | 78,768 | 0.00 | — | 940,438 | D | ↗ |
| 2026-03-01 | IGLESIAS LISA G | Officer | A-Award | A | Common Stock | 7,685 | 0.00 | — | 32,953 | D | ↗ |
| 2026-03-01 | Arnold Timothy Gerald | Officer | F-InKind | D | Common Stock | 906 | 71.73 | 65.0K | 53,726 | D | ↗ |
| 2026-03-01 | Anderson Shelia Danette | Officer | A-Award | A | Common Stock | 6,430 | 0.00 | — | 29,031 | D | ↗ |
| 2026-03-01 | Ahmed Elizabeth Claire | Officer | A-Award | A | Common Stock | 6,814 | 0.00 | — | 54,564 | D | ↗ |
| 2026-02-18 | Keaney Timothy F | Director | S-Sale | D | Common Stock | 4,500 | 72.58 | 326.6K | 38,592 | D | ↗ |
| 2026-02-18 | Egan Cynthia | Director | S-Sale | D | Common Stock | 9,000 | 73.00 | 657.0K | 42,846 | D | ↗ |
| 2026-02-16 | Zabel Steven Andrew | Officer | F-InKind | D | Common Stock | 1,516 | 71.64 | 108.6K | 112,331 | D | ↗ |
| 2026-02-16 | Pyne Christopher W | Officer | F-InKind | D | Common Stock | 1,847 | 71.64 | 132.3K | 48,187 | D | ↗ |
| 2026-02-16 | McKenney Richard P | Director / Officer | F-InKind | D | Common Stock | 24,935 | 71.64 | 1.79M | 895,702 | D | ↗ |
| 2026-02-16 | IGLESIAS LISA G | Officer | F-InKind | D | Common Stock | 2,645 | 71.64 | 189.5K | 28,639 | D | ↗ |
| 2026-02-16 | Arnold Timothy Gerald | Officer | F-InKind | D | Common Stock | 2,227 | 71.64 | 159.5K | 54,632 | D | ↗ |
| 2026-02-16 | Ahmed Elizabeth Claire | Officer | F-InKind | D | Common Stock | 185 | 71.64 | 13.3K | 51,055 | D | ↗ |
| 2026-02-06 | Pyne Christopher W | Officer | F-InKind | D | Common Stock | 938 | 74.56 | 69.9K | 50,034 | D | ↗ |
| 2025-12-09 | Rice Walter Lynn JR | Officer | S-Sale | D | Common Stock | 900 | 73.50 | 66.2K | 8,940 | D | ↗ |
| 2025-11-19 | Zabel Steven Andrew | Officer | S-Sale | D | Common Stock | 7,500 | 76.38 | 572.9K | 113,807 | D | ↗ |
| 2025-11-14 | Till Mark Paul | Officer | G-Gift | D | Common Stock | 6,800 | 0.00 | — | 18,486 | D | ↗ |
| 2025-11-12 | McKenney Richard P | Director / Officer | G-Gift | D | Common Stock | 60,000 | 0.00 | — | 920,637 | D | ↗ |
| 2025-11-07 | Pyne Christopher W | Officer | S-Sale | D | Common Stock | 4,000 | 78.04 | 312.1K | 51,372 | D | ↗ |
| 2025-05-22 | O HANLEY RONALD P | Director | A-Award | A | Common Stock | 2,198 | 0.00 | — | 41,306 | D | ↗ |
| 2025-05-22 | Lefebvre Mojgan M | Director | A-Award | A | Common Stock | 2,198 | 0.00 | — | 13,078 | D | ↗ |
| 2025-05-22 | Keaney Timothy F | Director | A-Award | A | Common Stock | 2,198 | 0.00 | — | 43,078 | D | ↗ |
| 2025-05-22 | KING GALE V. | Director | A-Award | A | Common Stock | 2,198 | 0.00 | — | 21,271 | D | ↗ |
| 2025-05-22 | KABAT KEVIN T | Director | A-Award | A | Common Stock | 1,413 | 0.00 | — | 123,806 | D | ↗ |
| 2025-05-22 | Egan Cynthia | Director | A-Award | A | Common Stock | 2,198 | 0.00 | — | 51,846 | D | ↗ |
| 2025-05-22 | Echevarria Joseph | Director | A-Award | A | Common Stock | 2,198 | 0.00 | — | 96,551 | D | ↗ |
| 2025-05-22 | DeVore Susan D. | Director | A-Award | A | Common Stock | 2,198 | 0.00 | — | 29,594 | D | ↗ |
| 2025-05-22 | Cross Susan Lee | Director | A-Award | A | Common Stock | 2,198 | 0.00 | — | 63,994 | D | ↗ |
| 2025-05-22 | Bunting Theodore H JR | Director | A-Award | A | Common Stock | 2,198 | 0.00 | — | 64,544 | D | ↗ |
| 2025-05-07 | Ahmed Elizabeth Claire | Officer | S-Sale | D | Common Stock | 10,000 | 80.00 | 800.0K | 51,170 | D | ↗ |
| 2025-05-01 | Anderson Shelia Danette | Officer | A-Award | A | Common Stock | 22,601 | 0.00 | — | 22,601 | D | ↗ |
| 2025-04-28 | Anderson Shelia Danette | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-03-03 | McKenney Richard P | Director / Officer | S-Sale | D | Common Stock | 15,568 | 81.73 | 1.27M | 1,007,058 | D | ↗ |
| 2025-03-03 | IGLESIAS LISA G | Officer | S-Sale | D | Common Stock | 7,000 | 82.75 | 579.3K | 31,284 | D | ↗ |
| 2025-03-03 | DeVore Susan D. | Director | S-Sale | D | Common Stock | 4,423 | 81.21 | 359.2K | 27,396 | D | ↗ |
| 2025-03-01 | Zabel Steven Andrew | Officer | A-Award | A | Common Stock | 15,205 | 0.00 | — | 121,202 | D | ↗ |
| 2025-03-01 | Till Mark Paul | Officer | F-InKind | D | Common Stock | 802 | 82.29 | 66.0K | 22,111 | D | ↗ |
| 2025-03-01 | Rice Walter Lynn JR | Officer | F-InKind | D | Common Stock | 320 | 82.29 | 26.3K | 7,531 | D | ↗ |
| 2025-03-01 | Pyne Christopher W | Officer | A-Award | A | Common Stock | 8,639 | 0.00 | — | 55,372 | D | ↗ |
| 2025-03-01 | McKenney Richard P | Director / Officer | F-InKind | D | Common Stock | 13,235 | 82.29 | 1.09M | 962,053 | D | ↗ |
| 2025-03-01 | Leiper Martha | Officer | A-Award | A | Common Stock | 4,338 | 0.00 | — | 68,356 | D | ↗ |
| 2025-03-01 | IGLESIAS LISA G | Officer | A-Award | A | Common Stock | 6,699 | 0.00 | — | 38,284 | D | ↗ |
| 2025-03-01 | Arnold Timothy Gerald | Officer | A-Award | A | Common Stock | 5,767 | 0.00 | — | 56,841 | D | ↗ |
| 2025-03-01 | Ahmed Elizabeth Claire | Officer | A-Award | A | Common Stock | 6,065 | 0.00 | — | 61,149 | D | ↗ |
| 2025-02-06 | Pyne Christopher W | Officer | F-InKind | D | Common Stock | 938 | 76.67 | 71.9K | 49,824 | D | ↗ |
| 2024-12-12 | Egan Cynthia | Director | G-Gift | D | Common Stock | 3,370 | 0.00 | — | 49,648 | D | ↗ |
| 2024-11-27 | Arnold Timothy Gerald | Officer | S-Sale | D | Common Stock | 10,000 | 76.92 | 769.2K | 54,827 | D | ↗ |
| 2024-11-21 | McKenney Richard P | Director / Officer | S-Sale | D | Common Stock | 8,542 | 74.62 | 637.4K | 1,057,326 | D | ↗ |
| 2024-11-21 | LARSON GLORIA C | Director | S-Sale | D | Common Stock | 10,000 | 74.50 | 745.0K | 121,491 | D | ↗ |
| 2024-11-20 | IGLESIAS LISA G | Officer | S-Sale | D | Common Stock | 5,000 | 72.61 | 363.1K | 35,840 | D | ↗ |
| 2024-11-14 | O HANLEY RONALD P | Director | S-Sale | D | Common Stock | 14,299 | 72.10 | 1.03M | 38,819 | D | ↗ |
| 2024-11-08 | Zabel Steven Andrew | Officer | S-Sale | D | Common Stock | 7,300 | 69.32 | 506.0K | 115,024 | D | ↗ |
| 2024-11-07 | Rice Walter Lynn JR | Officer | S-Sale | D | Common Stock | 1,500 | 69.56 | 104.3K | 8,361 | D | ↗ |
| 2024-11-06 | Pyne Christopher W | Officer | S-Sale | D | Common Stock | 3,250 | 70.02 | 227.6K | 50,762 | D | ↗ |
| 2024-10-31 | Ahmed Elizabeth Claire | Officer | S-Sale | D | Common Stock | 5,000 | 64.16 | 320.8K | 58,741 | D | ↗ |
| 2024-09-05 | McKenney Richard P | Director / Officer | S-Sale | D | Common Stock | 67,795 | 54.98 | 3.73M | 1,065,868 | — | ↗ |
| 2024-08-15 | Pyne Christopher W | Officer | S-Sale | D | Common Stock | 2,250 | 54.67 | 123.0K | 54,012 | — | ↗ |
| 2024-08-14 | McKenney Richard P | Director / Officer | G-Gift | D | Common Stock | 3,000 | 0.00 | — | 1,133,663 | — | ↗ |
| 2024-08-14 | Arnold Timothy Gerald | Officer | S-Sale | D | Common Stock | 10,000 | 54.11 | 541.1K | 64,821 | — | ↗ |
| 2024-05-23 | O HANLEY RONALD P | Director | A-Award | A | Common Stock | 3,342 | 0.00 | — | 52,986 | — | ↗ |
| 2024-05-23 | Lefebvre Mojgan M | Director | A-Award | A | Common Stock | 3,342 | 0.00 | — | 8,493 | — | ↗ |
| 2024-05-23 | LARSON GLORIA C | Director | A-Award | A | Common Stock | 3,342 | 0.00 | — | 130,296 | — | ↗ |
| 2024-05-23 | Keaney Timothy F | Director | A-Award | A | Common Stock | 3,342 | 0.00 | — | 40,854 | — | ↗ |
| 2024-05-23 | KING GALE V. | Director | A-Award | A | Common Stock | 3,342 | 0.00 | — | 19,073 | — | ↗ |
| 2024-05-23 | KABAT KEVIN T | Director | A-Award | A | Common Stock | 3,342 | 0.00 | — | 118,046 | — | ↗ |
| 2024-05-23 | Egan Cynthia | Director | A-Award | A | Common Stock | 3,342 | 0.00 | — | 53,018 | — | ↗ |
| 2024-05-23 | Echevarria Joseph | Director | A-Award | A | Common Stock | 2,387 | 0.00 | — | 92,617 | — | ↗ |
| 2024-05-23 | DeVore Susan D. | Director | A-Award | A | Common Stock | 3,342 | 0.00 | — | 37,396 | — | ↗ |
| 2024-05-23 | Cross Susan Lee | Director | A-Award | A | Common Stock | 3,342 | 0.00 | — | 58,894 | — | ↗ |
| 2024-05-23 | Bunting Theodore H JR | Director | A-Award | A | Common Stock | 3,342 | 0.00 | — | 61,659 | — | ↗ |
| 2024-05-07 | Pyne Christopher W | Officer | S-Sale | D | Common Stock | 4,500 | 52.47 | 236.1K | 56,262 | — | ↗ |
| 2024-05-07 | Keaney Timothy F | Director | S-Sale | D | Common Stock | 8,000 | 52.61 | 420.9K | 37,505 | — | ↗ |
| 2024-04-10 | Till Mark Paul | Officer | A-Award | A | Employee Stock Option (right to buy) | 524 | 45.32 | 23.7K | 524 | — | ↗ |
| 2024-03-13 | Zabel Steven Andrew | Officer | S-Sale | D | Common Stock | 10,000 | 51.06 | 510.6K | 122,246 | — | ↗ |
| 2024-03-05 | IGLESIAS LISA G | Officer | S-Sale | D | Common Stock | 16,000 | 50.00 | 800.1K | 40,840 | — | ↗ |
| 2024-03-01 | Zabel Steven Andrew | Officer | A-Award | A | Common Stock | 25,302 | 0.00 | — | 132,246 | — | ↗ |
| 2024-03-01 | Till Mark Paul | Officer | A-Award | A | Common Stock | 5,071 | 0.00 | — | 25,568 | — | ↗ |
| 2024-03-01 | Rice Walter Lynn JR | Officer | F-InKind | D | Common Stock | 274 | 49.30 | 13.5K | 6,845 | — | ↗ |
| 2024-03-01 | Pyne Christopher W | Officer | A-Award | A | Common Stock | 8,424 | 0.00 | — | 60,762 | — | ↗ |
| 2024-03-01 | McKenney Richard P | Director / Officer | F-InKind | D | Common Stock | 12,058 | 49.30 | 594.5K | 1,028,271 | — | ↗ |
| 2024-03-01 | Leiper Martha | Officer | F-InKind | D | Common Stock | 1,435 | 49.30 | 70.7K | 60,483 | — | ↗ |
| 2024-03-01 | IGLESIAS LISA G | Officer | A-Award | A | Common Stock | 10,716 | 0.00 | — | 56,840 | — | ↗ |
| 2024-03-01 | Bhasin Puneet | Officer | F-InKind | D | Common Stock | 1,533 | 49.30 | 75.6K | 50,469 | — | ↗ |
| 2024-03-01 | Arnold Timothy Gerald | Officer | F-InKind | D | Common Stock | 1,032 | 49.30 | 50.9K | 64,918 | — | ↗ |
| 2024-03-01 | Ahmed Elizabeth Claire | Officer | A-Award | A | Common Stock | 3,043 | 0.00 | — | 63,644 | — | ↗ |
| 2024-02-23 | Ahmed Elizabeth Claire | Officer | S-Sale | D | Common Stock | 5,000 | 50.00 | 250.0K | 55,450 | — | ↗ |
| 2024-02-19 | Zabel Steven Andrew | Officer | F-InKind | D | Common Stock | 1,471 | 48.73 | 71.7K | 115,592 | — | ↗ |
| 2024-02-19 | Pyne Christopher W | Officer | F-InKind | D | Common Stock | 1,187 | 48.73 | 57.8K | 55,667 | — | ↗ |
| 2024-02-19 | McKenney Richard P | Director / Officer | F-InKind | D | Common Stock | 24,202 | 48.73 | 1.18M | 1,126,753 | — | ↗ |
| 2024-02-19 | Leiper Martha | Officer | F-InKind | D | Common Stock | 402 | 48.73 | 19.6K | 62,704 | — | ↗ |
| 2024-02-19 | IGLESIAS LISA G | Officer | F-InKind | D | Common Stock | 2,568 | 48.73 | 125.1K | 50,737 | — | ↗ |
| 2024-02-19 | Bhasin Puneet | Officer | F-InKind | D | Common Stock | 754 | 48.73 | 36.7K | 53,564 | — | ↗ |
| 2024-02-19 | Arnold Timothy Gerald | Officer | F-InKind | D | Common Stock | 2,513 | 48.73 | 122.5K | 69,563 | — | ↗ |
| 2024-02-19 | Ahmed Elizabeth Claire | Officer | F-InKind | D | Common Stock | 179 | 48.73 | 8.7K | 60,450 | — | ↗ |
| 2024-02-06 | Pyne Christopher W | Officer | A-Award | A | Common Stock | 10,520 | 0.00 | — | 56,854 | — | ↗ |
| 2023-11-29 | Bhasin Puneet | Officer | S-Sale | D | Common Stock | 8,188 | 42.39 | 347.1K | 54,318 | — | ↗ |
| 2023-08-15 | Pyne Christopher W | Officer | S-Sale | D | Common Stock | 3,750 | 49.03 | 183.8K | 46,334 | — | ↗ |
| 2023-08-03 | Arnold Timothy Gerald | Officer | S-Sale | D | Common Stock | 20,000 | 50.00 | 1.00M | 72,061 | — | ↗ |
| 2023-07-21 | Lefebvre Mojgan M | Director | A-Award | A | Common Stock | 2,142 | 0.00 | — | 5,151 | — | ↗ |
| 2023-07-20 | Lefebvre Mojgan M | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-06-02 | Arnold Timothy Gerald | Officer | S-Sale | D | Common Stock | 10,000 | 45.00 | 450.0K | 92,053 | — | ↗ |
| 2023-05-31 | Arnold Timothy Gerald | Officer | S-Sale | D | Common Stock | 5,000 | 44.49 | 222.5K | 102,053 | — | ↗ |
| 2023-05-25 | O HANLEY RONALD P | Director | A-Award | A | Common Stock | 3,839 | 0.00 | — | 49,085 | — | ↗ |
| 2023-05-25 | LARSON GLORIA C | Director | A-Award | A | Common Stock | 3,839 | 0.00 | — | 124,296 | — | ↗ |
| 2023-05-25 | Keaney Timothy F | Director | A-Award | A | Common Stock | 3,839 | 0.00 | — | 45,481 | — | ↗ |
| 2023-05-25 | KING GALE V. | Director | A-Award | A | Common Stock | 3,839 | 0.00 | — | 12,989 | — | ↗ |
| 2023-05-25 | KABAT KEVIN T | Director | A-Award | A | Common Stock | 3,839 | 0.00 | — | 112,236 | — | ↗ |
| 2023-05-25 | Egan Cynthia | Director | A-Award | A | Common Stock | 3,839 | 0.00 | — | 49,676 | — | ↗ |
| 2023-05-25 | Echevarria Joseph | Director | A-Award | A | Common Stock | 3,839 | 0.00 | — | 81,470 | — | ↗ |
| 2023-05-25 | DeVore Susan D. | Director | A-Award | A | Common Stock | 3,839 | 0.00 | — | 34,054 | — | ↗ |
| 2023-05-25 | Cross Susan Lee | Director | A-Award | A | Common Stock | 3,839 | 0.00 | — | 52,310 | — | ↗ |
| 2023-05-25 | Bunting Theodore H JR | Director | A-Award | A | Common Stock | 3,839 | 0.00 | — | 57,245 | — | ↗ |
| 2023-05-22 | Bhasin Puneet | Officer | S-Sale | D | Common Stock | 14,609 | 46.47 | 678.9K | 62,506 | — | ↗ |
| 2023-05-08 | Rice Walter Lynn JR | Officer | S-Sale | D | Common Stock | 2,800 | 44.71 | 125.2K | 7,119 | — | ↗ |
| 2023-05-08 | Pyne Christopher W | Officer | S-Sale | D | Common Stock | 5,579 | 44.82 | 250.1K | 50,084 | — | ↗ |
| 2023-05-05 | Simonds Michael Q | Officer | S-Sale | D | Common Stock | 18,000 | 43.72 | 787.0K | 222,088 | — | ↗ |
| 2023-03-14 | LARSON GLORIA C | Director | P-Purchase | A | Common Stock | 3,270 | 39.78 | 130.1K | 119,846 | — | ↗ |
| 2023-03-03 | IGLESIAS LISA G | Officer | S-Sale | D | Common Stock | 10,028 | 45.28 | 454.0K | 53,305 | — | ↗ |
| 2023-03-02 | IGLESIAS LISA G | Officer | S-Sale | D | Common Stock | 14,972 | 45.02 | 674.0K | 63,333 | — | ↗ |
| 2023-03-01 | Zabel Steven Andrew | Officer | A-Award | A | Common Stock | 19,311 | 0.00 | — | 116,936 | — | ↗ |
| 2023-03-01 | Till Mark Paul | Officer | A-Award | A | Common Stock | 4,828 | 0.00 | — | 18,262 | — | ↗ |
| 2023-03-01 | Simonds Michael Q | Officer | F-InKind | D | Common Stock | 5,241 | 45.57 | 238.8K | 214,018 | — | ↗ |
| 2023-03-01 | Rice Walter Lynn JR | Officer | A-Award | A | Common Stock | 2,522 | 0.00 | — | 9,919 | — | ↗ |
| 2023-03-01 | Pyne Christopher W | Officer | A-Award | A | Common Stock | 8,123 | 0.00 | — | 55,663 | — | ↗ |
| 2023-03-01 | McKenney Richard P | Director / Officer | M-Exempt | D | Restricted Stock Units | 23,229 | 0.00 | — | 0 | — | ↗ |
| 2023-03-01 | Leiper Martha | Officer | F-InKind | D | Common Stock | 1,232 | 45.57 | 56.1K | 57,660 | — | ↗ |
| 2023-03-01 | IGLESIAS LISA G | Officer | F-InKind | D | Common Stock | 1,773 | 45.57 | 80.8K | 70,211 | — | ↗ |
| 2023-03-01 | Bhasin Puneet | Officer | A-Award | A | Common Stock | 8,399 | 0.00 | — | 77,115 | — | ↗ |
| 2023-03-01 | Arnold Timothy Gerald | Officer | A-Award | A | Common Stock | 7,200 | 0.00 | — | 107,044 | — | ↗ |
| 2023-03-01 | Ahmed Elizabeth Claire | Officer | A-Award | A | Common Stock | 8,449 | 0.00 | — | 60,386 | — | ↗ |
| 2023-02-20 | Zabel Steven Andrew | Officer | A-Award | A | Common Stock | 27,862 | 0.00 | — | 117,333 | — | ↗ |
| 2023-02-20 | Simonds Michael Q | Officer | F-InKind | D | Common Stock | 21,151 | 42.81 | 905.5K | 227,805 | — | ↗ |
| 2023-02-20 | Pyne Christopher W | Officer | A-Award | A | Common Stock | 7,241 | 0.00 | — | 52,622 | — | ↗ |
| 2023-02-20 | McKenney Richard P | Director / Officer | F-InKind | D | Common Stock | 96,774 | 42.81 | 4.14M | 1,099,540 | — | ↗ |
| 2023-02-20 | Leiper Martha | Officer | F-InKind | D | Common Stock | 4,957 | 42.81 | 212.2K | 60,374 | — | ↗ |
| 2023-02-20 | IGLESIAS LISA G | Officer | F-InKind | D | Common Stock | 11,366 | 42.81 | 486.6K | 74,116 | — | ↗ |
| 2023-02-20 | Bhasin Puneet | Officer | F-InKind | D | Common Stock | 11,057 | 42.81 | 473.4K | 74,031 | — | ↗ |
| 2023-02-20 | Arnold Timothy Gerald | Officer | F-InKind | D | Common Stock | 12,264 | 42.81 | 525.0K | 105,594 | — | ↗ |
| 2023-02-20 | Ahmed Elizabeth Claire | Officer | F-InKind | D | Common Stock | 4,440 | 42.81 | 190.1K | 55,672 | — | ↗ |
| 2022-12-12 | O HANLEY RONALD P | Director | G-Gift | D | Common Stock | 5,787 | 0.00 | — | 44,958 | — | ↗ |
| 2022-11-18 | Bhasin Puneet | Officer | S-Sale | D | Common Stock | 10,725 | 41.03 | 440.0K | 57,217 | — | ↗ |
| 2022-11-04 | Pyne Christopher W | Officer | S-Sale | D | Common Stock | 5,400 | 45.02 | 243.1K | 45,381 | — | ↗ |
| 2022-09-06 | O HANLEY RONALD P | Director | G-Gift | D | Common Stock | 12,500 | 0.00 | — | 50,589 | — | ↗ |
| 2022-08-25 | McKenney Richard P | Officer | S-Sale | D | Common Stock | 40,000 | 40.13 | 1.61M | 950,367 | — | ↗ |
| 2022-08-25 | IGLESIAS LISA G | Officer | S-Sale | D | Common Stock | 20,000 | 40.00 | 800.0K | 56,814 | — | ↗ |
| 2022-08-07 | Rice Walter Lynn JR | Officer | — | D | Common Stock | 0 | 0.00 | — | 8,334 | — | ↗ |
| 2022-05-26 | Shammo Francis | Director | A-Award | A | Common Stock | 4,448 | 0.00 | — | 47,058 | — | ↗ |
| 2022-05-26 | O HANLEY RONALD P | Director | A-Award | A | Common Stock | 4,448 | 0.00 | — | 59,733 | — | ↗ |
| 2022-05-26 | LARSON GLORIA C | Director | A-Award | A | Common Stock | 4,448 | 0.00 | — | 114,538 | — | ↗ |
| 2022-05-26 | Keaney Timothy F | Director | A-Award | A | Common Stock | 4,448 | 0.00 | — | 41,610 | — | ↗ |
| 2022-05-26 | KING GALE V. | Director | A-Award | A | Common Stock | 4,448 | 0.00 | — | 5,782 | — | ↗ |
| 2022-05-26 | KABAT KEVIN T | Director | A-Award | A | Common Stock | 3,128 | 0.00 | — | 108,397 | — | ↗ |
| 2022-05-26 | Egan Cynthia | Director | A-Award | A | Common Stock | 4,448 | 0.00 | — | 45,488 | — | ↗ |
| 2022-05-26 | Echevarria Joseph | Director | A-Award | A | Common Stock | 4,448 | 0.00 | — | 71,481 | — | ↗ |
| 2022-05-26 | DeVore Susan D. | Director | A-Award | A | Common Stock | 4,448 | 0.00 | — | 30,216 | — | ↗ |
| 2022-05-26 | Cross Susan Lee | Director | A-Award | A | Common Stock | 3,197 | 0.00 | — | 47,235 | — | ↗ |
| 2022-05-26 | Bunting Theodore H JR | Director | A-Award | A | Common Stock | 4,448 | 0.00 | — | 52,302 | — | ↗ |
| 2022-05-11 | Pyne Christopher W | Officer | S-Sale | D | Common Stock | 7,149 | 35.13 | 251.2K | 50,781 | — | ↗ |
| 2022-05-10 | McKenney Richard P | Officer | S-Sale | D | Common Stock | 35,271 | 36.49 | 1.29M | 990,367 | — | ↗ |
| 2022-05-09 | Pashley Cherie | Officer | S-Sale | D | Common Stock | 7,033 | 35.68 | 250.9K | 18,413 | — | ↗ |
| 2022-04-18 | IGLESIAS LISA G | Officer | S-Sale | D | Common Stock | 30,000 | 32.55 | 976.5K | 76,814 | — | ↗ |
| 2022-03-22 | Simonds Michael Q | Officer | S-Sale | D | Common Stock | 20,000 | 30.00 | 600.0K | 200,519 | — | ↗ |
| 2022-03-04 | KING GALE V. | Director | A-Award | A | Common Stock | 1,322 | 0.00 | — | 1,322 | — | ↗ |
| 2022-03-01 | Zabel Steven Andrew | Officer | A-Award | A | Common Stock | 28,774 | 0.00 | — | 89,311 | — | ↗ |
| 2022-03-01 | Till Mark Paul | Officer | A-Award | A | Common Stock | 7,000 | 0.00 | — | 16,818 | — | ↗ |
| 2022-03-01 | Simonds Michael Q | Officer | F-InKind | D | Common Stock | 4,560 | 26.88 | 122.6K | 184,712 | — | ↗ |
| 2022-03-01 | Pyne Christopher W | Officer | A-Award | A | Common Stock | 8,394 | 0.00 | — | 57,930 | — | ↗ |
| 2022-03-01 | Pashley Cherie | Officer | A-Award | A | Common Stock | 9,301 | 0.00 | — | 25,446 | — | ↗ |
| 2022-03-01 | McKenney Richard P | Director / Officer | M-Exempt | D | Restricted Stock Units | 22,545 | 0.00 | — | 23,229 | — | ↗ |
| 2022-03-01 | Leiper Martha | Officer | A-Award | A | Common Stock | 11,049 | 0.00 | — | 45,010 | — | ↗ |
| 2022-03-01 | IGLESIAS LISA G | Officer | A-Award | A | Common Stock | 13,811 | 0.00 | — | 106,814 | — | ↗ |
| 2022-03-01 | Bhasin Puneet | Officer | F-InKind | D | Common Stock | 775 | 26.88 | 20.8K | 57,628 | — | ↗ |
| 2022-03-01 | Arnold Timothy Gerald | Officer | A-Award | A | Common Stock | 12,789 | 0.00 | — | 91,272 | — | ↗ |
| 2022-03-01 | Ahmed Elizabeth Claire | Officer | F-InKind | D | Common Stock | 608 | 26.88 | 16.3K | 31,412 | — | ↗ |
| 2022-02-19 | Zabel Steven Andrew | Officer | F-InKind | D | Common Stock | 395 | 28.82 | 11.4K | 64,996 | — | ↗ |
| 2022-02-19 | Simonds Michael Q | Officer | F-InKind | D | Common Stock | 3,451 | 28.82 | 99.5K | 201,810 | — | ↗ |
| 2022-02-19 | Pyne Christopher W | Officer | F-InKind | D | Common Stock | 1,226 | 28.82 | 35.3K | 52,294 | — | ↗ |
| 2022-02-19 | Pashley Cherie | Officer | F-InKind | D | Common Stock | 244 | 28.82 | 7.0K | 18,036 | — | ↗ |
| 2022-02-19 | McKenney Richard P | Director / Officer | F-InKind | D | Common Stock | 23,529 | 28.82 | 678.1K | 932,990 | — | ↗ |
| 2022-02-19 | Leiper Martha | Officer | F-InKind | D | Common Stock | 489 | 28.82 | 14.1K | 35,614 | — | ↗ |
Executive team
Top executives
EBIT / Employee
105.4K
Shares Outstanding
159.78M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2008 | Thomas R. Watjen, President and Chief Executive Officer, and a Director | 1.09M | — | 6.47M | 2.43M | 2.27M | 1.68M | 13.94M | 63.85% | ↗ |
| 2 | 2008 | Kevin P. McCarthy, Executive Vice President, President and Chief Executive Officer, Unum US | 560.4K | — | 1.31M | 184.0K | 689.3K | 540.1K | 3.28M | 45.50% | ↗ |
| 3 | 2008 | Robert O. Best, Executive Vice President, Chief Operating Officer, Unum US | 511.2K | — | 1.29M | 181.0K | 532.9K | 295.7K | 2.82M | 52.42% | ↗ |
| 4 | 2008 | Randall C. Horn, Executive Vice President, President and Chief Executive Officer, Colonial Life | 471.2K | — | 1.01M | 74.8K | 425.1K | 189.3K | 2.17M | 49.90% | ↗ |
| 5 | 2008 | Robert C. Greving, Executive Vice President, Chief Financial Officer and Chief Actuary | 417.1K | — | 797.6K | — | 411.5K | 162.8K | 1.79M | 44.58% | ↗ |
| 6 | 2007 | Thomas R. Watjen, President and Chief Executive Officer, and a Director | 1.04M | — | 2.66M | 522.2K | 2.00M | 1.12M | 7.34M | 43.31% | ↗ |
| 7 | 2007 | Kevin P. McCarthy, Executive Vice President, President and Chief Executive Officer, Unum US | 510.8K | — | 529.7K | — | 502.7K | 369.2K | 1.91M | 27.70% | ↗ |
| 8 | 2007 | Robert O. Best, Executive Vice President, Chief Operating Officer, Unum US | 473.3K | — | 559.4K | — | 408.0K | 190.2K | 1.63M | 34.30% | ↗ |
| 9 | 2007 | Randall C. Horn, Executive Vice President, President and Chief Executive Officer, Colonial Life | 433.3K | — | 480.5K | — | 366.7K | 113.7K | 1.39M | 34.46% | ↗ |
| 10 | 2007 | Robert C. Greving, Executive Vice President, Chief Financial Officer and Chief Actuary | 388.3K | — | 404.0K | — | 380.1K | 128.6K | 1.30M | 31.05% | ↗ |
| 11 | 2006 | Thomas R. Watjen, President and Chief Executive Officer, and a Director | 991.7K | — | 1.41M | — | 1.56M | 727.0K | 4.70M | 30.12% | ↗ |
| 12 | 2006 | Kevin P. McCarthy, Executive Vice President, President and Chief Executive Officer, Unum US | 429.2K | — | 272.3K | — | 379.2K | 320.0K | 1.40M | 19.44% | ↗ |
| 13 | 2006 | Robert O. Best, Executive Vice President, Chief Operating Officer, Unum US | 433.3K | — | 290.4K | — | 355.8K | 205.3K | 1.28M | 22.60% | ↗ |
| 14 | 2006 | Robert C. Greving, Executive Vice President, Chief Financial Officer and Chief Actuary | 380.0K | — | 261.9K | — | 263.0K | 126.8K | 1.03M | 25.38% | ↗ |
CEO compensation breakdown
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Richard Paul McKenney | President, Chief Executive Officer & Director | 14M | male |
| Robert William Crispin | Executive Vice President | 5M | male |
| Steven Andrew Zabel | Executive Vice President & Chief Financial Officer | 4M | male |
| Christopher Wallace Pyne | Executive Vice President of Group Benefits | 2M | male |
| Lisa Gonzalez Iglesias | Executive Vice President & General Counsel | 2M | female |
| Timothy Gerald Arnold | Executive Vice President of Voluntary Benefits & President of Colonial Life | 2M | male |
| Shelia Anderson | Executive VP and Chief Information & Digital Officer | 1M | female |
| Martha Davies Leiper | Executive Vice President & Chief Investment Officer | — | female |
| Stephen J. Mitchell | Senior Vice President & President of Closed Block | — | male |
| Tamas Glanz | Senior Vice President of Mergers & Acquisitions | — | male |
| Andrew D. Walker | Chief Customer Operations Officer | — | male |
| Walter Lynn Rice Jr. | Senior Vice President & Chief Accounting Officer | — | male |
ESG Rating
ESG Score History INSURANCE - LIFE
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2025-06-17 | 2025-08-13 | Lisa McClain | MI09 | Spouse | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2025-06-11 | 2025-08-13 | Lisa McClain | MI09 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2023-04-10 | 2023-05-19 | Daniel Goldman | NY10 | — | Sale | $1,001 - $15,000 | ↗ |
| 2023-03-01 | 2023-04-17 | Daniel Goldman | NY10 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2023-01-09 | 2023-02-07 | Ro Khanna | CA17 | Spouse | Sale | $1,001 - $15,000 | ↗ |
| 2022-12-06 | 2023-01-03 | Ro Khanna | CA17 | — | Sale | $1,001 - $15,000 | ↗ |
| 2020-03-18 | 2020-04-16 | Gilbert Cisneros | CA31 | -- | Sale (Full) | $1,001 - $15,000 | ↗ |
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for UNM
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
