Security Snapshot

Unum Group - Common Stock (UNM) Institutional Ownership

CUSIP: 91529Y106

13F Institutional Holders and Ownership History from Q1 2014 to Q3 2026

13F reference period

Q3 2026

Institutions Reporting

471

Shares (Excl. Options)

52.74MFull value: 52,743,389 · shares · 30 Sep 2026

Price

$87.73

The headline uses the Q3 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended.

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
-3,762,068
Value change
-$331,679,099
Number of holders
471
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
163,754,229
SEC-reported price per share
$92.05
Insider filing price
$92.05
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source

Key facts

  • UNM - Unum Group - Common Stock is tracked under CUSIP 91529Y106.
  • 471 institutions reported positions in Q3 2026.
  • 4 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 765 to 471 between Q2 2026 and Q3 2026.
  • SEC-reported value moved from
    $12.65BFull value: $12,646,958,215 · USD · 30 Jun 2026
    to
    $4.62BFull value: $4,621,701,839 · USD · 30 Sep 2026
    .

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 471 institutions filings for Q3 2026.

Open SEC evidence

Security key

91529Y106

13F reference period

Q3 2026

13F holders

471

13D/G owners

4

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
4
Security
UNM
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 10% +14% $1,253,078,536 +$71,311,093 17,158,408 +6% BlackRock, Inc. 31 Mar 2026
NORGES BANK 9% $1,080,325,633 14,792,902 Norges Bank 31 Mar 2026
VANGUARD PORTFOLIO MANAGEMENT LLC 5.7% $684,999,126 9,379,695 Vanguard Portfolio Management 31 Mar 2026
FMR LLC 4.6% $666,250,307 8,408,005 FMR LLC 31 Dec 2024
As of 30 Sep 2026, 471 institutional investors reported holding
52.74MFull value: 52,743,389 · shares · 30 Sep 2026
shares of Unum Group - Common Stock (UNM). This represents 32% of the company’s total
163.75MFull value: 163,754,229 · shares · Stored outstanding share count
outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
26%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
VANGUARD PORTFOLIO MANAGEMENT LLC 4.8% 7,884,620 -8.2% 0.03% $691,717,713
VANGUARD CAPITAL MANAGEMENT LLC 4.1% 6,692,397 -1.6% 0.01% $587,123,989
STATE STREET CORP 3.1% 5,069,834 +0.01% 0.01% $444,776,537
DIMENSIONAL FUND ADVISORS LP 2.5% 4,041,677 -2.3% 0.06% $354,581,498
MORGAN STANLEY 2% 3,340,010 +2.8% 0.01% $293,019,354
GEODE CAPITAL MANAGEMENT, LLC 1.8% 3,025,050 -3.1% 0.01% $265,447,385
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.88% 1,432,955 -4.7% 0.05% $125,713,142
Qube Research & Technologies Ltd 0.83% 1,351,857 -28% 0.12% $118,598,415
Quantinno Capital Management LP 0.6% 981,908 +12% 0.08% $86,142,809
VANGUARD FIDUCIARY TRUST CO 0.56% 920,071 -1.6% 0.02% $80,717,829
NORDEA INVESTMENT MANAGEMENT AB 0.55% 904,480 -4.9% 0.06% $80,118,839
Swedbank AB 0.45% 737,355 +7.5% 0.05% $64,688,153
Invesco Ltd. 0.45% 730,588 -4.3% 0.01% $64,094,485
ALGEBRIS (UK) LTD 0.43% 711,557 +79% 3.4% $62,425,441
Assenagon Asset Management S.A. 0.38% 625,411 +46% 0.05% $54,867,307
LOS ANGELES CAPITAL MANAGEMENT LLC 0.36% 592,918 +93% 0.18% $52,016,695
FRANKLIN TEMPLETON INC 0.35% 574,100 +4.2% 0.01% $42,936,939
GRACE & WHITE INC /NY 0.3% 487,610 0% 7% $42,778,025
Epoch Investment Partners, Inc. 0.29% 472,691 +8.8% 0.25% $41,469,182
CAPITAL FUND MANAGEMENT S.A. 0.23% 371,787 +51% 0.2% $32,616,873
WEDGE CAPITAL MANAGEMENT L L P/NC 0.22% 354,695 -9.1% 0.54% $31,117,392
NEUBERGER BERMAN GROUP LLC 0.21% 340,694 -19% 0.02% $29,889,077
TRUIST FINANCIAL CORP 0.2% 321,422 -0.33% 0.03% $28,198,317
RENAISSANCE TECHNOLOGIES LLC 0.19% 317,400 +75% 0.04% $27,845,502
ProShare Advisors LLC 0.19% 313,734 -7.5% 0.04% $27,523,884

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
51
Headline period
Q3 2026
Rows shown
1-25 of 51
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q3 52,743,389 $4,621,701,839 -$331,679,099 $87.73 471
2026 Q2 141,541,205 $12,646,958,215 +$1,350,474,689 $89.40 765
2026 Q1 126,595,403 $9,247,363,632 -$1,395,848,480 $73.03 699
2025 Q4 145,642,140 $11,282,076,585 +$997,262,837 $77.50 696
2025 Q3 132,920,424 $10,340,892,701 -$1,513,638,618 $77.78 668
2025 Q2 151,837,649 $12,263,657,076 +$792,081,891 $80.76 730
2025 Q1 142,064,123 $11,563,886,817 -$844,987,388 $81.46 719
2024 Q4 153,752,261 $11,227,882,570 -$243,632,972 $73.03 679
2024 Q3 156,045,769 $9,273,482,242 -$281,976,414 $59.44 617
2024 Q2 161,331,652 $8,243,671,202 -$197,153,152 $51.11 575
2024 Q1 164,815,417 $8,839,453,816 -$27,922,972 $53.66 572
2023 Q4 165,758,150 $7,494,951,476 +$20,834,572 $45.22 567
2023 Q3 165,195,542 $8,126,198,415 -$83,401,828 $49.19 576
2023 Q2 166,730,821 $7,947,929,518 -$20,535,023 $47.70 550
2023 Q1 167,517,580 $6,628,024,363 -$45,314,138 $39.56 518
2022 Q4 169,226,304 $6,943,371,740 -$49,994,740 $41.03 519
2022 Q3 169,928,256 $6,591,329,756 +$16,011,667 $38.80 480
2022 Q2 169,152,563 $5,753,205,548 +$84,291,820 $34.02 470
2022 Q1 169,921,068 $5,352,837,552 +$167,320,763 $31.51 452
2021 Q4 166,400,635 $4,088,441,578 -$16,725,677 $24.57 429
2021 Q3 166,431,020 $4,171,155,012 -$134,635,927 $25.06 437
2021 Q2 171,295,025 $4,864,222,317 +$118,605,837 $28.40 440
2021 Q1 167,282,124 $4,653,323,232 -$53,444,788 $27.83 451
2020 Q4 170,747,793 $3,916,441,022 -$121,681,556 $22.94 433
2020 Q3 177,219,349 $2,983,627,085 -$181,727,099 $16.83 379
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