Unum Group Ownership | Who Owns Unum Group?

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Unum Group Ownership Summary

Unum Group is owned by 83.69% institutional investors, 0.88% insiders, and 15.43% retail investors. Vanguard group is the largest institutional shareholder, holding 10.43% of UNM shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 2.94% of its assets in Unum Group shares.

UNM Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Unum Group	83.69%	0.88%	15.43%
Sector	Financial Services Stocks	43.55%	12.63%	43.82%
Industry	Life Insurance Stocks	60.14%	7.66%	32.20%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	20.09M	10.43%	$1.03B
Blackrock	19.33M	10.04%	$987.98M
Fmr	16.27M	8.45%	$831.31M
Norges bank	14.64M	7.61%	$748.48M
State street	6.09M	3.16%	$311.24M
Charles schwab investment management	5.45M	2.83%	$278.32M
Dimensional fund advisors lp	5.30M	2.75%	$271.03M
Morgan stanley	4.02M	2.09%	$205.63M
Aqr capital management	3.37M	1.75%	$171.31M
Arrowstreet capital, limited partnership	3.30M	1.72%	$168.90M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Boone capital management	930.54K	12.40%	$47.56M
D. scott neal	292.95K	8.33%	$14.97M
Barnett & company	148.74K	5.46%	$7.60M
Grace & white inc /ny	502.81K	4.83%	$25.70M
Donald smith	3.11M	4.05%	$158.87M
Mcgowan group asset management	411.47K	2.93%	$21.03M
Apricus wealth	66.69K	2.43%	$3.41M
Lingohr & partner asset management gmbh	14.54K	1.84%	$737.00K
Neo ivy capital management	129.92K	1.30%	$6.64M
Principal street partners	139.07K	1.27%	$7.11M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	14.64M	0.11%	14.64M
Proshare advisors	1.21M	0.17%	571.44K
Victory capital management	1.12M	0.06%	432.24K
Fmr	16.27M	0.05%	407.06K
Goldman sachs group	2.23M	0.02%	319.45K

Top Sellers

Holder	Shares	% Assets	Change
Nordea investment management ab	2.33M	0.14%	-629.19K
Donald smith	3.11M	4.05%	-554.81K
Assenagon asset management	261.73K	0.03%	-516.39K
Renaissance	393.70K	0.03%	-433.70K
Aqr capital management	3.37M	0.26%	-383.85K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	14.64M	0.11%	14.64M	$748.48M
Corebridge financial	225.27K	0.06%	225.27K	$11.51M
Neo ivy capital management	129.92K	1.30%	129.92K	$6.64M
Van eck associates	77.19K	0.01%	77.19K	$3.94M
Barclays	50.00K	0.00%	50.00K	$2.56M

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
Avion wealth	-13.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2023	598	4.91%	165,003,969	-0.95%	84	1.18%	260	-2.26%	233	15.92%
Jun 30, 2023	570	4.97%	166,583,919	-0.79%	84	1.18%	266	3.10%	201	4.69%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Mid-Cap ETF	5.36M	2.94%	-
Fidelity Low-Priced Stock	5.12M	2.80%	-533.88K
Vanguard Total Stock Mkt Idx Inv	4.70M	2.57%	-13.99K
Schwab US Dividend Equity ETF™	4.40M	2.41%	3.88K
Vanguard Small Cap Index	3.73M	2.04%	7.30K
iShares Select Dividend ETF	3.03M	1.66%	-
Donald Smith & Co. All Eq Accounts Comp	2.90M	1.56%	-185.51K
Vanguard Institutional Extnd Mkt Idx Tr	2.55M	1.40%	-171.58K
Vanguard Small Cap Value Index Inv	2.52M	1.38%	-868.00
Vanguard Equity-Income Inv	2.06M	1.13%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 14, 2024	O HANLEY RONALD P	-	Sell	$1.03M
Nov 08, 2024	Zabel Steven Andrew	EVP, Chief Financial Officer	Sell	$506.04K
Nov 07, 2024	Rice Walter Lynn JR	SVP, Chief Accounting Officer	Sell	$104.35K
Nov 06, 2024	Pyne Christopher W	EVP, Group Benefits	Sell	$227.57K
Oct 31, 2024	Ahmed Elizabeth Claire	EVP, People & Communications	Sell	$320.80K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	5
2024 Q3	-	3
2024 Q2	-	2
2024 Q1	-	4
2023 Q4	-	1

UNM Ownership FAQ

Who Owns Unum Group?

Unum Group shareholders are primarily institutional investors at 83.69%, followed by 0.88% insiders and 15.43% retail investors. The average institutional ownership in Unum Group's industry, Life Insurance Stocks , is 60.14%, which Unum Group exceeds.

Who owns the most shares of Unum Group?

Unum Group’s largest shareholders are Vanguard group (20.09M shares, 10.43%), Blackrock (19.33M shares, 10.04%), and Fmr (16.27M shares, 8.45%). Together, they hold 28.92% 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 12.40% of its assets in 930.54K Unum Group shares, valued at 47.56M$.

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 2.94% of its total shares outstanding invested in 5.36M Unum Group shares.

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