Unum Group Ownership | Who Owns Unum Group?
Unum Group Ownership Summary
Unum Group is owned by 87.07% institutional investors, 0.93% insiders, and 12.00% retail investors. Vanguard group is the largest institutional shareholder, holding 11.00% of UNM shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.07% of its assets in Unum Group shares.
UNM Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Unum Group | 87.07% | 0.93% | 12.00% |
| Sector | Financial Services Stocks | 51.64% | 15.54% | 32.82% |
| Industry | Life Insurance Stocks | 64.02% | 10.71% | 25.28% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 20.50M | 11.00% | $1.50B |
| Blackrock funding, inc. /de | 18.28M | 10.50% | $1.48B |
| Blackrock | 19.33M | 10.04% | $987.98M |
| Norges bank | 13.75M | 7.37% | $1.00B |
| Fmr | 8.45M | 4.53% | $616.86M |
| State street | 6.09M | 3.16% | $311.24M |
| Charles schwab investment management | 5.55M | 2.98% | $405.48M |
| Dimensional fund advisors lp | 4.95M | 2.66% | $361.81M |
| Morgan stanley | 4.02M | 2.09% | $205.63M |
| Geode capital management | 2.98M | 1.60% | $217.97M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Boone capital management | 803.87K | 19.80% | $58.71M |
| D. scott neal | 264.59K | 10.65% | $21.37M |
| Barnett & company | 128.78K | 8.18% | $10.40M |
| Grace & white inc /ny | 499.36K | 6.82% | $36.47M |
| Donald smith | 1.81M | 3.43% | $145.85M |
| Paradiem | 143.57K | 2.93% | $11.59M |
| Algebris (uk) | 199.01K | 2.53% | $16.05M |
| Silver lake advisory | 72.54K | 2.33% | $5.30B |
| Weaver c. barksdale & associates | 25.66K | 1.99% | $2.07M |
| Mcgowan group asset management | 191.09K | 1.94% | $15.43M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 13.75M | 0.13% | 13.75M |
| Vanguard group | 20.50M | 0.03% | 1.60M |
| Ubs group | 1.25M | 0.02% | 852.12K |
| Ensign peak advisors | 712.21K | 0.10% | 629.66K |
| Blackrock funding, inc. /de | 18.28M | 0.03% | 616.38K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fmr | 8.45M | 0.04% | -4.52M |
| Assenagon asset management | 226.49K | 0.03% | -807.21K |
| Teewinot capital advisers | - | - | -722.82K |
| Proshare advisors | 532.71K | 0.09% | -668.72K |
| Amundi | 83.28K | 0.00% | -612.57K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 13.75M | 0.13% | 13.75M | $1.00B |
| Exoduspoint capital management, lp | 243.85K | 0.17% | 243.85K | $19.69M |
| Leigh baldwin | 216.90K | 0.19% | 216.90K | $216.90M |
| Algebris (uk) | 199.01K | 2.53% | 199.01K | $16.05M |
| Hrt financial lp | 155.29K | 0.06% | 155.29K | $12.54M |
Sold Out
| Holder | Change |
|---|---|
| Activest wealth management | -1.00 |
| Country trust bank | -1.00 |
| Ruedi wealth management | -2.00 |
| Kohmann bosshard financial services | -3.00 |
| New millennium group | -5.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 735 | -0.68% | 151,599,496 | 6.83% | 87 | 1.37% | 348 | 3.88% | 266 | -4.66% |
| Mar 31, 2025 | 734 | 3.67% | 141,560,051 | -7.97% | 79 | 1.17% | 332 | -2.64% | 277 | 11.69% |
| Dec 31, 2024 | 650 | 1.09% | 145,642,283 | 2.77% | 78 | 1.35% | 313 | - | 226 | 1.35% |
| Sep 30, 2024 | 633 | 7.11% | 141,070,714 | -12.53% | 75 | 1.08% | 311 | 18.70% | 217 | -2.69% |
| Jun 30, 2024 | 585 | -1.85% | 161,137,433 | 6.12% | 83 | 1.35% | 259 | -4.43% | 220 | -2.65% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 5.23M | 3.07% | -9.40K |
| Vanguard Total Stock Mkt Idx Inv | 5.19M | 3.05% | -119.64K |
| Schwab US Dividend Equity ETF™ | 4.56M | 2.68% | -783.00 |
| Vanguard US Total Market Shares ETF | 4.71M | 2.67% | -419.62K |
| First Trust Rising Dividend Achiev ETF | 4.11M | 2.42% | 7.57K |
| Vanguard Small Cap Index | 4.02M | 2.36% | -25.98K |
| Vanguard Small Cap Value Index Inv | 2.59M | 1.52% | 4.37K |
| Fidelity Low-Priced Stock | 1.97M | 1.16% | -3.63K |
| iShares Select Dividend ETF | 1.74M | 1.02% | -1.19K |
| Donald Smith & Co. All Eq Accounts Comp | 1.79M | 1.02% | -131.19K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 07, 2025 | Ahmed Elizabeth Claire | EVP, People & Communications | Sell | $800.00K |
| Mar 03, 2025 | DeVore Susan D. | - | Sell | $449.61K |
| Mar 03, 2025 | DeVore Susan D. | - | Sell | $359.18K |
| Mar 03, 2025 | McKenney Richard P | President and CEO | Sell | $646.84K |
| Mar 03, 2025 | McKenney Richard P | President and CEO | Sell | $1.27M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | 1 |
| 2025 Q1 | - | 6 |
| 2024 Q4 | - | 10 |
| 2024 Q3 | - | 3 |
| 2024 Q2 | - | 2 |
UNM Ownership FAQ
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