Unum Group Ownership | Who Owns Unum Group?

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Unum Group Ownership Summary

Unum Group is owned by 79.40% institutional investors, 0.90% insiders, and 19.70% retail investors. Vanguard group is the largest institutional shareholder, holding 11.00% of UNM shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.17% of its assets in Unum Group shares.

UNM Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Unum Group	79.40%	0.90%	19.70%
Sector	Financial Services Stocks	71.97%	15.45%	12.58%
Industry	Life Insurance Stocks	48.86%	11.41%	39.72%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	20.50M	11.00%	$1.50B
Blackrock funding, inc. /de	19.28M	10.35%	$1.41B
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	280.88K	11.25%	$20.51M
Barnett & company	146.18K	6.99%	$10.68M
Grace & white inc /ny	499.36K	6.82%	$36.47M
Donald smith	2.47M	4.32%	$180.49M
Apricus wealth	63.77K	3.02%	$4.66M
Silver lake advisory	72.54K	2.33%	$5.30B
Mcgowan group asset management	192.30K	1.88%	$14.04M
Weaver c. barksdale & associates	26.49K	1.85%	$1.94M
Lingohr & partner asset management gmbh	10.59K	1.59%	$769.00K

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	13.75M	0.13%	13.75M
Vanguard group	20.50M	0.03%	1.60M
Balyasny asset management	1.56M	0.17%	1.56M
Zurich insurance group ltd/fi	1.44M	0.86%	1.44M
Ubs group	1.25M	0.02%	852.12K

Top Sellers

Holder	Shares	% Assets	Change
Fmr	8.45M	0.04%	-4.52M
Arrowstreet capital, limited partnership	1.71M	0.10%	-1.29M
Nordea investment management ab	1.48M	0.11%	-780.83K
Proshare advisors	532.71K	0.09%	-668.72K
Assetmark	16.54K	0.00%	-622.27K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	13.75M	0.13%	13.75M	$1.00B
Zurich insurance group ltd/fi	1.44M	0.86%	1.44M	$105.20M
Alyeska investment group	815.57K	0.22%	815.57K	$59.56M
Raymond james financial	268.61K	0.01%	268.61K	$19.62M
Leigh baldwin	216.90K	0.19%	216.90K	$216.90M

Sold Out

Holder	Change
Country trust bank	-1.00
Kohmann bosshard financial services	-3.00
New millennium group	-5.00
Financial gravity asset management	-6.00
Old second national bank of aurora	-6.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Mar 31, 2024	596	0.68%	151,843,300	-8.37%	78	1.09%	271	1.50%	226	-

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	5.57M	3.17%	72.15K
iShares Core S&P Mid-Cap ETF	5.34M	3.04%	3.50K
Schwab US Dividend Equity ETF™	4.80M	2.73%	736.00
Vanguard US Total Market Shares ETF	4.71M	2.67%	-419.62K
Vanguard Small Cap Index	4.36M	2.48%	26.70K
First Trust Rising Dividend Achiev ETF	4.32M	2.46%	1.83K
Vanguard Small Cap Value Index Inv	2.82M	1.60%	8.89K
Vanguard Institutional Extnd Mkt Idx Tr	2.54M	1.45%	10.88K
Fidelity Low-Priced Stock	2.39M	1.36%	-155.10K
Donald Smith & Co. All Eq Accounts Comp	1.92M	1.09%	-528.13K

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

Who Owns Unum Group?

Unum Group shareholders are primarily institutional investors at 79.40%, followed by 0.90% insiders and 19.70% retail investors. The average institutional ownership in Unum Group's industry, Life Insurance Stocks , is 48.86%, which Unum Group exceeds.

Who owns the most shares of Unum Group?

Unum Group’s largest shareholders are Vanguard group (20.5M shares, 11.00%), Blackrock funding, inc. /de (19.28M shares, 10.35%), and Blackrock (19.33M shares, 10.04%). Together, they hold 31.38% 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?

Boone capital management is Unum Group’s biggest shareholder by percentage of total assets invested, with 19.80% of its assets in 803.86K Unum Group shares, valued at 58.71M$.

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

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Unum Group shares, with 3.17% of its total shares outstanding invested in 5.57M Unum Group shares.

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