Unum Group Ownership | Who Owns Unum Group?
Unum Group Ownership Summary
Unum Group is owned by 23.74% institutional investors, 0.97% insiders, and 75.29% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 10.88% of UNM shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.22% of its assets in Unum Group shares.
UNM Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Unum Group | 23.74% | 0.97% | 75.29% |
| Sector | Financial Services Stocks | 37.05% | 15.59% | 47.36% |
| Industry | Life Insurance Stocks | 41.85% | 11.09% | 47.06% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 18.23M | 10.88% | $1.33B |
| Vanguard group | 18.17M | 10.68% | $1.41B |
| Blackrock | 19.33M | 10.04% | $987.98M |
| Norges bank | 14.31M | 8.53% | $1.11B |
| Fmr | 7.21M | 4.30% | $526.49M |
| State street | 5.15M | 3.07% | $375.92M |
| Dimensional fund advisors lp | 4.08M | 2.44% | $298.29M |
| Morgan stanley | 3.33M | 1.99% | $243.52M |
| Geode capital management | 3.32M | 1.98% | $242.80M |
| First trust advisors lp | 3.25M | 1.94% | $237.20M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| D. scott neal | 257.42K | 9.26% | $20.02M |
| Barnett & company | 122.06K | 6.93% | $8.91M |
| Grace & white inc /ny | 488.23K | 6.30% | $35.66M |
| Algebris (uk) | 944.32K | 4.98% | $68.85M |
| Gillson capital lp | 372.80K | 2.23% | $27.23M |
| Silver lake advisory | 73.59K | 2.13% | $5.37M |
| Mcgowan group asset management | 188.61K | 1.75% | $13.77M |
| Donald smith | 1.33M | 1.74% | $96.98M |
| Weaver c. barksdale & associates | 22.73K | 1.58% | $1.66M |
| New vernon investment management | 19.80K | 1.54% | $1.45M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 14.31M | 0.12% | 14.31M |
| Blackrock funding, inc. /de | 18.23M | 0.02% | 1.19M |
| Two sigma investments, lp | 1.52M | 0.09% | 1.01M |
| Vanguard fiduciary trust | 949.53K | 0.02% | 949.53K |
| Balyasny asset management | 1.54M | 0.15% | 835.58K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Charles schwab investment management | 1.15M | 0.01% | -4.50M |
| First trust advisors lp | 3.25M | 0.17% | -1.43M |
| Invesco | 843.16K | 0.01% | -803.87K |
| Teewinot capital advisers | - | - | -722.82K |
| Allianz asset management gmbh | 460.47K | 0.04% | -694.29K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 14.31M | 0.12% | 14.31M | $1.11B |
| Vanguard fiduciary trust | 949.53K | 0.02% | 949.53K | $69.34M |
| Assenagon asset management | 231.59K | 0.03% | 231.59K | $16.91M |
| Capitolis liquid global markets | 164.20K | 0.10% | 164.20K | $12.77M |
| Vanguard asset management | 143.19K | 0.01% | 143.19K | $10.46M |
Sold Out
| Holder | Change |
|---|---|
| Tortoise investment management | -1.00 |
| Activest wealth management | -1.00 |
| Country trust bank | -1.00 |
| Ruedi wealth management | -2.00 |
| Kohmann bosshard financial services | -3.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 422 | -40.56% | 39,808,358 | -72.63% | 23 | 0.33% | 198 | -34.65% | 141 | -47.78% |
| Dec 31, 2025 | 613 | -11.42% | 126,294,719 | -5.00% | 74 | 1.27% | 245 | -5.41% | 242 | -21.68% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 5.15M | 3.22% | -2.59K |
| Vanguard Total Stock Mkt Idx Inv | 4.95M | 3.08% | 11.16K |
| Schwab US Dividend Equity ETF™ | 4.75M | 2.90% | 8.70K |
| Vanguard US Total Market Shares ETF | 4.71M | 2.67% | -419.62K |
| Vanguard Small Cap Index | 3.58M | 2.23% | -8.10K |
| iShares Select Dividend ETF | 2.69M | 1.68% | - |
| First Trust Rising Dividend Achiev ETF | 2.44M | 1.53% | 1.66K |
| Vanguard Small Cap Value Index Inv | 2.30M | 1.43% | 17.09K |
| Fidelity Low-Priced Stock | 1.95M | 1.22% | -1.58K |
| Vanguard Institutional Extnd Mkt Idx Tr | 1.72M | 1.07% | 17.42K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Apr 30, 2026 | Ahmed Elizabeth Claire | EVP, People & Communications | Sell | $961.68K |
| Mar 16, 2026 | Pyne Christopher W | EVP, Group Benefits | Sell | $351.62K |
| Mar 09, 2026 | IGLESIAS LISA G | EVP, General Counsel | Sell | $255.50K |
| Feb 18, 2026 | Keaney Timothy F | - | Sell | $326.61K |
| Feb 18, 2026 | Egan Cynthia | - | Sell | $657.03K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | 1 |
| 2026 Q1 | - | 4 |
| 2025 Q4 | - | 3 |
| 2025 Q2 | - | 1 |
| 2025 Q1 | - | 6 |
UNM Ownership FAQ
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