Unum Group Ownership | Who Owns Unum Group?
Unum Group Ownership Summary
Unum Group is owned by 74.18% institutional investors, 0.90% insiders, and 24.92% retail investors. Vanguard group is the largest institutional shareholder, holding 10.68% of UNM shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.05% of its assets in Unum Group shares.
UNM Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Unum Group | 74.18% | 0.90% | 24.92% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Life Insurance Stocks | 38.04% | 11.38% | 50.58% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 18.17M | 10.68% | $1.41B |
| Blackrock funding, inc. /de | 17.05M | 10.17% | $1.32B |
| Blackrock | 19.33M | 10.04% | $987.98M |
| Norges bank | 14.31M | 8.53% | $1.11B |
| 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 | 3.79M | 2.26% | $293.87M |
| Geode capital management | 3.27M | 1.95% | $253.63M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| D. scott neal | 257.42K | 9.26% | $20.02M |
| Barnett & company | 125.02K | 7.80% | $9.69M |
| Grace & white inc /ny | 488.23K | 6.75% | $37.84M |
| Algebris (uk) | 699.81K | 4.25% | $54.26M |
| Silver lake advisory | 74.43K | 2.24% | $5.77M |
| Donald smith | 1.32M | 1.91% | $101.93M |
| Mcgowan group asset management | 189.35K | 1.82% | $14.67M |
| Weaver c. barksdale & associates | 24.11K | 1.80% | $1.87M |
| Gillson capital lp | 246.00K | 1.66% | $19.13M |
| Dorsey wright & associates | 78.70K | 1.51% | $6.36M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 14.31M | 0.12% | 14.31M |
| 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 |
| Jane street group | 502.76K | 0.01% | 392.90K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Allianz asset management gmbh | 1.15M | 0.09% | -1.36M |
| Teewinot capital advisers | - | - | -722.82K |
| Zurich insurance group ltd/fi | - | - | -673.80K |
| Invesco | 1.67M | 0.02% | -499.10K |
| Vanguard group | 18.17M | 0.02% | -485.36K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 14.31M | 0.12% | 14.31M | $1.11B |
| 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 |
| Tabr capital management | 74.43K | 1.50% | 74.43K | $5.77M |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 650 | 1.09% | 145,642,283 | 2.77% | 78 | 1.35% | 313 | - | 226 | 1.35% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 4.99M | 3.05% | 10.05K |
| iShares Core S&P Mid-Cap ETF | 4.97M | 3.03% | -636.51K |
| Schwab US Dividend Equity ETF™ | 4.74M | 2.90% | 10.35K |
| Vanguard US Total Market Shares ETF | 4.71M | 2.67% | -419.62K |
| Vanguard Small Cap Index | 3.60M | 2.20% | -3.00K |
| First Trust Rising Dividend Achiev ETF | 3.47M | 2.12% | 5.44K |
| Vanguard Small Cap Value Index Inv | 2.31M | 1.41% | -17.61K |
| Fidelity Low-Priced Stock | 1.95M | 1.19% | - |
| iShares Select Dividend ETF | 1.79M | 1.09% | -1.24M |
| Vanguard Institutional Extnd Mkt Idx Tr | 1.66M | 1.02% | 5.76K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| 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 |
| 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 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | 3 |
| 2025 Q4 | - | 3 |
| 2025 Q2 | - | 1 |
| 2025 Q1 | - | 6 |
| 2024 Q4 | - | 10 |
UNM Ownership FAQ
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