Unum Group Ownership | Who Owns Unum Group?
Unum Group Ownership Summary
Unum Group is owned by 76.07% institutional investors, 0.95% insiders, and 22.99% retail investors. Vanguard group is the largest institutional shareholder, holding 10.72% 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 | 76.07% | 0.95% | 22.99% |
| Sector | Financial Services Stocks | 36.95% | 15.48% | 47.58% |
| Industry | Life Insurance Stocks | 44.08% | 11.88% | 44.04% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 18.66M | 10.72% | $1.45B |
| Blackrock | 19.33M | 10.04% | $987.98M |
| Blackrock funding, inc. /de | 17.41M | 10.00% | $1.35B |
| Norges bank | 13.75M | 7.37% | $1.00B |
| Fmr | 7.17M | 4.12% | $557.88M |
| First trust advisors lp | 5.73M | 3.29% | $446.06M |
| Charles schwab investment management | 5.63M | 3.23% | $437.63M |
| State street | 5.51M | 3.16% | $428.26M |
| Dimensional fund advisors lp | 3.78M | 2.17% | $293.84M |
| Morgan stanley | 3.39M | 1.95% | $263.62M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| D. scott neal | 257.42K | 9.26% | $20.02M |
| Barnett & company | 127.83K | 7.69% | $9.94M |
| Grace & white inc /ny | 493.73K | 6.78% | $38.40M |
| Algebris (uk) | 389.46K | 3.43% | $30.27M |
| Paradiem | 156.74K | 2.84% | $12.19M |
| Donald smith | 1.78M | 2.76% | $138.45M |
| Silver lake advisory | 73.53K | 2.28% | $5.72M |
| Mcgowan group asset management | 189.72K | 1.83% | $14.76M |
| Weaver c. barksdale & associates | 24.11K | 1.80% | $1.87M |
| Gillson capital lp | 246.00K | 1.66% | $19.13M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 13.75M | 0.13% | 13.75M |
| Allianz asset management gmbh | 2.52M | 0.22% | 978.94K |
| Two sigma investments, lp | 864.49K | 0.10% | 484.11K |
| Fmr | 7.17M | 0.03% | 468.46K |
| Moore capital management, lp | 658.91K | 0.71% | 435.55K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 17.41M | 0.02% | -878.07K |
| Teewinot capital advisers | - | - | -722.82K |
| Zurich insurance group ltd/fi | - | - | -673.80K |
| Invesco | 1.67M | 0.02% | -499.10K |
| Morgan stanley | 3.39M | 0.02% | -483.37K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 13.75M | 0.13% | 13.75M | $1.00B |
| Swedbank ab | 188.27K | 0.01% | 188.27K | $14.64M |
| Capitolis liquid global markets | 164.20K | 0.10% | 164.20K | $12.77M |
| Neo ivy capital management | 129.92K | 1.30% | 129.92K | $6.64M |
| Axa investment managers | 110.35K | 0.02% | 110.35K | $8.58M |
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 |
| American capital advisory | -4.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 663 | -11.72% | 132,444,055 | -12.79% | 76 | 1.00% | 249 | -29.86% | 293 | 7.72% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 5.22M | 3.07% | - |
| Vanguard Total Stock Mkt Idx Inv | 5.19M | 3.05% | -119.64K |
| Schwab US Dividend Equity ETF™ | 4.56M | 2.68% | 957.00 |
| Vanguard US Total Market Shares ETF | 4.71M | 2.67% | -419.62K |
| First Trust Rising Dividend Achiev ETF | 4.21M | 2.47% | 5.89K |
| 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 | 1.15% | -5.28K |
| iShares Select Dividend ETF | 1.74M | 1.02% | - |
| Donald Smith & Co. All Eq Accounts Comp | 1.79M | 1.02% | -131.19K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 09, 2025 | Rice Walter Lynn JR | SVP, Chief Accounting Officer | Sell | $66.15K |
| Nov 19, 2025 | Zabel Steven Andrew | EVP, Chief Financial Officer | Sell | $572.87K |
| Nov 07, 2025 | Pyne Christopher W | EVP, Group Benefits | Sell | $312.15K |
| May 07, 2025 | Ahmed Elizabeth Claire | EVP, People & Communications | Sell | $800.00K |
| Mar 03, 2025 | DeVore Susan D. | - | Sell | $449.61K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | 3 |
| 2025 Q2 | - | 1 |
| 2025 Q1 | - | 6 |
| 2024 Q4 | - | 10 |
| 2024 Q3 | - | 3 |
UNM Ownership FAQ
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