Unum Group Ownership | Who Owns Unum Group?

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Unum Group Ownership Summary

Unum Group is owned by 86.70% institutional investors, 1.01% insiders, and 12.29% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 10.97% of UNM shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.19% of its assets in Unum Group shares.

UNM Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Unum Group	86.70%	1.01%	12.29%
Sector	Financial Services Stocks	493.55%	13.79%	-407.34%
Industry	Life Insurance Stocks	64.80%	12.08%	23.12%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	17.99M	10.97%	$1.61B
Vanguard group	18.17M	10.68%	$1.41B
Blackrock	19.33M	10.04%	$987.98M
Norges bank	13.26M	8.08%	$1.19B
Fmr	7.74M	4.72%	$691.71M
Vanguard capital management	6.80M	4.15%	$608.28M
State street	5.07M	3.09%	$453.21M
Dimensional fund advisors lp	4.14M	2.52%	$369.89M
Morgan stanley	3.25M	1.98%	$290.50M
Geode capital management	3.12M	1.90%	$279.02M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
D. scott neal	257.42K	9.26%	$20.02M
Grace & white inc /ny	487.61K	6.90%	$43.59M
Toms capital investment management lp	1.27M	2.44%	$113.98M
Silver lake advisory	73.19K	2.34%	$6.54M
Algebris (uk)	397.36K	2.33%	$35.41M
New vernon investment management	19.80K	2.17%	$1.77M
Mcgowan group asset management	185.47K	2.01%	$16.58M
Weaver c. barksdale & associates	22.70K	1.82%	$2.03M
Apricus wealth	38.17K	1.63%	$3.41M
Barnett & company	23.11K	1.53%	$2.07M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	13.26M	0.12%	13.26M
Toms capital investment management lp	1.27M	2.44%	1.27M
Sixth street partners management company	1.13M	0.01%	1.13M
Aqr capital management	2.99M	0.09%	1.08M
Qube research	1.89M	0.16%	1.03M

Top Sellers

Holder	Shares	% Assets	Change
Adage capital partners gp	650.00K	0.08%	-1.35M
First trust advisors lp	1.90M	0.10%	-1.35M
Teewinot capital advisers	-	-	-722.82K
Donald smith	649.49K	1.03%	-678.45K
Algebris (uk)	397.36K	2.33%	-546.97K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	13.26M	0.12%	13.26M	$1.19B
Toms capital investment management lp	1.27M	2.44%	1.27M	$113.98M
Sixth street partners management company	1.13M	0.01%	1.13M	$101.26M
Epoch investment partners	434.58K	0.22%	434.58K	$38.85M
Capitolis liquid global markets	164.20K	0.10%	164.20K	$12.77M

Sold Out

Holder	Change
Country trust bank	-1.00
Tortoise investment management	-1.00
Ruedi wealth management	-2.00
Kohmann bosshard financial services	-3.00
Kilter group	-3.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2026	779	9.56%	142,251,453	12.50%	86	1.46%	402	13.56%	235	-3.29%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Mid-Cap ETF	5.05M	3.19%	155.00
Vanguard MStar Total Stk Mkt Idx Invest	4.83M	3.05%	13.12K
Vanguard Morn Total Stk Mkt Idx Investor	4.82M	3.04%	-132.61K
Vanguard Total Stock Mkt Idx Inv	4.82M	3.00%	-132.61K
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	3.49M	2.20%	7.70K
iShares Select Dividend ETF	2.67M	1.69%	-
Vanguard MStar Small Cap Value Index	2.22M	1.40%	6.49K
Vanguard Morn Small Cap Value Index	2.21M	1.40%	-96.45K

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

Who Owns Unum Group?

Unum Group shareholders are primarily institutional investors at 86.70%, followed by 1.01% insiders and 12.29% retail investors. The average institutional ownership in Unum Group's industry, Life Insurance Stocks , is 64.80%, which Unum Group exceeds.

Who owns the most shares of Unum Group?

Unum Group’s largest shareholders are Blackrock funding, inc. /de (17.99M shares, 10.97%), Vanguard group (18.17M shares, 10.68%), and Blackrock (19.33M shares, 10.04%). Together, they hold 31.68% of Unum Group’s total shares outstanding.

Does Blackrock own Unum Group?

Yes, BlackRock owns 10.04% of Unum Group, totaling 19.33M shares as of Jun 2024. This represents 0.02% of BlackRock's total assets, with a market value of 987.98M$. In the last quarter, BlackRock decreased its holdings by -267K shares, a -1.36% change.

Who is Unum Group’s biggest shareholder by percentage of total assets invested?

D. scott neal is Unum Group’s biggest shareholder by percentage of total assets invested, with 9.26% of its assets in 257.42K Unum Group shares, valued at 20.02M$.

Who is the top mutual fund holder of Unum Group shares?

iShares Core S&P Mid-Cap ETF is the top mutual fund holder of Unum Group shares, with 3.19% of its total shares outstanding invested in 5.05M Unum Group shares.

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