Unum Group Ownership | Who Owns Unum Group?

Overview Forecast RevenueFinancials Chart Transcripts

Unum Group Ownership Summary

Unum Group is owned by 78.13% institutional investors, 0.99% insiders, and 20.87% 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 3.10% of its assets in Unum Group shares.

UNM Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Unum Group	78.13%	0.99%	20.87%
Sector	Financial Services Stocks	40.29%	14.61%	45.11%
Industry	Life Insurance Stocks	46.79%	11.52%	41.69%

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
Financial gravity asset management	-6.00
Wr wealth planners	-8.00
Cornerstone planning group	-10.00
Tfo-tdc	-14.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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	-
Dec 31, 2023	592	-1.00%	165,718,739	0.43%	85	1.20%	267	2.69%	226	-3.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	5.48M	3.10%	40.91K
iShares Core S&P Mid-Cap ETF	5.37M	3.04%	19.87K
Vanguard US Total Market Shares ETF	4.71M	2.67%	-419.62K
Schwab US Dividend Equity ETF™	4.64M	2.63%	3.64K
Vanguard Small Cap Index	4.43M	2.51%	3.61K
First Trust Rising Dividend Achiev ETF	4.17M	2.36%	2.74K
Vanguard Small Cap Value Index Inv	2.92M	1.65%	-9.35K
Fidelity Low-Priced Stock	2.55M	1.44%	-
Vanguard Institutional Extnd Mkt Idx Tr	2.55M	1.44%	-143.00
Donald Smith & Co. All Eq Accounts Comp	2.45M	1.37%	-446.57K

Recent Insider Transactions

Date	Name	Role	Activity	Value
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
Mar 03, 2025	McKenney Richard P	President and CEO	Sell	$2.18M

Insider Transactions Trends

Date	Buy	Sell
2025 Q1	-	6
2024 Q4	-	10
2024 Q3	-	3
2024 Q2	-	2
2024 Q1	-	4

UNM Ownership FAQ

Who Owns Unum Group?

Unum Group shareholders are primarily institutional investors at 78.13%, followed by 0.99% insiders and 20.88% retail investors. The average institutional ownership in Unum Group's industry, Life Insurance Stocks , is 46.79%, 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 3.10% of its total shares outstanding invested in 5.48M Unum Group shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools