Unum Group - Common Stock (UNM) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
UNM on NYSE
Shares outstanding
175,890,707
Price per share
$77.50
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
132,913,104
Total reported value
$10,340,415,175
% of total 13F portfolios
0.01%
Share change
-19,003,849
Value change
-$1,531,693,500
Number of holders
663
Price from insider filings
$77.50
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Unum Group - Common Stock (UNM) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 9.2% $1,194,551,180 16,181,945 BlackRock, Inc. 31 Mar 2025
FMR LLC 4.6% $620,678,921 8,408,005 FMR LLC 31 Dec 2024

As of 30 Sep 2025, 663 institutional investors reported holding 132,913,104 shares of Unum Group - Common Stock (UNM). This represents 76% of the company’s total 175,890,707 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Unum Group - Common Stock (UNM) together control 55% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
VANGUARD GROUP INC 11% 18,660,134 -2.5% 0.02% $1,451,385,223
BlackRock, Inc. 9.9% 17,406,807 -4.8% 0.02% $1,353,901,437
FMR LLC 4.1% 7,172,507 +7% 0.03% $557,877,624
FIRST TRUST ADVISORS LP 3.3% 5,734,937 +4% 0.33% $446,063,363
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 3.2% 5,626,493 -1.2% 0.07% $437,628,626
STATE STREET CORP 3.1% 5,506,071 -3.2% 0.01% $428,262,202
DIMENSIONAL FUND ADVISORS LP 2.1% 3,777,880 +5% 0.06% $293,837,019
MORGAN STANLEY 1.9% 3,389,247 -12% 0.02% $263,615,758
GEODE CAPITAL MANAGEMENT, LLC 1.9% 3,387,050 +1.4% 0.02% $267,049,057
LSV ASSET MANAGEMENT 1.6% 2,732,940 -0.31% 0.47% $212,568,000
Allianz Asset Management GmbH 1.4% 2,516,126 +64% 0.24% $195,704,280
AQR CAPITAL MANAGEMENT LLC 1.3% 2,339,289 +35% 0.12% $181,622,388
VICTORY CAPITAL MANAGEMENT INC 1.2% 2,176,450 -1.1% 0.11% $169,284,281
Bank of New York Mellon Corp 1% 1,789,597 -2.9% 0.02% $139,194,831
DONALD SMITH & CO., INC. 1% 1,779,969 -1.4% 2.8% $138,445,989
NORTHERN TRUST CORP 1% 1,755,198 -3.4% 0.02% $136,519,300
Invesco Ltd. 0.95% 1,669,228 -23% 0.02% $129,832,555
GOLDMAN SACHS GROUP INC 0.86% 1,509,457 -0.97% 0.02% $117,405,608
NORDEA INVESTMENT MANAGEMENT AB 0.81% 1,420,929 -4.1% 0.1% $109,923,068
UBS Group AG 0.73% 1,287,959 +5.3% 0.02% $100,177,451
ADAGE CAPITAL PARTNERS GP, L.L.C. 0.68% 1,200,000 +6.7% 0.15% $93,336,000
Nuveen, LLC 0.66% 1,167,852 +3.7% 0.02% $90,835,528
ROYAL BANK OF CANADA 0.61% 1,074,137 -29% 0.01% $83,547,000
MILLENNIUM MANAGEMENT LLC 0.61% 1,065,171 +0.91% 0.07% $82,849,000
TWO SIGMA INVESTMENTS, LP 0.49% 864,485 +127% 0.1% $67,239,643

Institutional Holders of Unum Group - Common Stock (UNM) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 3,652,357 $283,234,394 -$30,114,626 $77.50 62
2025 Q3 132,913,104 $10,340,415,175 -$1,531,693,500 $77.78 663
2025 Q2 151,837,649 $12,263,657,076 +$792,081,908 $80.76 730
2025 Q1 142,025,184 $11,560,714,960 -$840,658,490 $81.46 717
2024 Q4 153,677,055 $11,221,751,078 +$808,465,869 $73.03 675
2024 Q3 141,519,988 $8,410,069,520 -$1,022,865,894 $59.44 619
2024 Q2 161,314,333 $8,242,786,277 +$483,425,136 $51.11 577
2024 Q1 151,462,459 $8,122,178,506 -$642,415,763 $53.66 577
2023 Q4 467,262 $21,130,093 -$423,927 $45.22 8
2023 Q3 150,079,380 $7,382,629,733 -$86,415,002 $49.19 566
2023 Q2 155,297,360 $7,402,554,486 -$519,611,576 $47.70 544
2023 Q1 164,663,146 $6,515,105,523 -$47,581,657 $39.56 512
2022 Q4 168,783,992 $6,925,211,864 -$52,447,508 $41.03 513
2022 Q3 166,408,869 $6,454,778,513 +$23,997,503 $38.80 473
2022 Q2 166,752,361 $5,650,445,843 +$71,745,707 $34.02 463
2022 Q1 167,005,903 $5,260,993,073 +$173,465,340 $31.51 444
2021 Q4 166,242,386 $4,084,546,026 -$11,015,732 $24.57 421
2021 Q3 165,955,228 $4,159,201,113 -$140,239,534 $25.06 435
2021 Q2 170,929,922 $4,853,820,500 +$123,605,432 $28.40 435
2021 Q1 166,775,808 $4,639,345,180 -$46,126,390 $27.83 448
2020 Q4 165,657,928 $3,799,771,836 -$115,579,928 $22.94 424
2020 Q3 171,878,314 $2,893,814,613 -$178,668,848 $16.83 370
2020 Q2 187,033,205 $3,100,807,241 +$20,932,555 $16.59 388
2020 Q1 185,730,755 $2,787,692,457 -$121,007,181 $15.01 395
2019 Q4 189,356,655 $5,519,723,180 -$93,599,910 $29.16 451
2019 Q3 193,951,904 $5,763,233,557 -$265,723,035 $29.72 442
2019 Q2 197,668,074 $6,628,473,246 +$206,769,823 $33.55 476
2019 Q1 193,439,190 $6,544,790,930 -$42,655,564 $33.83 493
2018 Q4 194,501,025 $5,712,888,301 -$23,771,746 $29.38 473
2018 Q3 200,338,010 $7,822,682,525 -$64,891,347 $39.07 501
2018 Q2 196,050,098 $7,249,118,945 -$63,544,099 $36.99 494
2018 Q1 204,762,510 $9,745,112,803 +$7,779,173 $47.61 527
2017 Q4 204,434,599 $11,204,093,733 -$158,648,335 $54.89 549
2017 Q3 206,861,134 $10,572,712,024 -$146,083,929 $51.13 483
2017 Q2 207,737,949 $9,687,280,084 -$51,781,009 $46.63 480
2017 Q1 213,129,315 $9,997,300,191 +$842,756,145 $46.89 485
2016 Q4 209,939,372 $9,216,986,123 -$335,297,146 $43.93 497
2016 Q3 214,906,227 $7,585,555,590 -$71,716,858 $35.31 446
2016 Q2 220,132,519 $6,997,895,502 -$101,503,346 $31.79 453
2016 Q1 223,245,857 $6,903,123,524 -$950,714 $30.92 414
2015 Q4 222,658,342 $7,409,440,599 +$114,715,352 $33.29 414
2015 Q3 205,156,475 $6,581,647,894 -$190,960,712 $32.08 398
2015 Q2 218,197,379 $7,794,203,390 -$205,451,640 $35.75 415
2015 Q1 227,394,074 $7,667,614,873 -$62,949,449 $33.73 404
2014 Q4 219,831,368 $7,664,907,668 -$24,024,487 $34.88 404
2014 Q3 228,419,388 $7,849,678,242 +$38,882,208 $34.38 421
2014 Q2 217,664,068 $7,565,836,196 -$210,710,585 $34.76 394
2014 Q1 227,373,132 $8,026,626,578 -$64,659,677 $35.31 374