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
$76.94
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
145,336,860
Total reported value
$11,253,727,109
% of total 13F portfolios
0.01%
Share change
+12,928,934
Value change
+$999,836,076
Number of holders
683
Price from insider filings
$76.94
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% $1,282,257,322 16,181,945 BlackRock, Inc. 31 Mar 2025
FMR LLC 4.6% $666,250,307 8,408,005 FMR LLC 31 Dec 2024

As of 31 Dec 2025, 683 institutional investors reported holding 145,336,860 shares of Unum Group - Common Stock (UNM). This represents 83% 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 60% 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 10% 18,174,771 -2.6% 0.02% $1,408,544,752
BlackRock, Inc. 9.7% 17,047,275 -2.1% 0.02% $1,321,163,782
NORGES BANK 8.1% 14,308,628 0.12% $1,108,918,670
FMR LLC 4.2% 7,431,736 +3.6% 0.03% $575,959,540
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 3.2% 5,653,246 +0.48% 0.07% $438,126,565
STATE STREET CORP 3% 5,330,104 -3.2% 0.01% $413,083,060
FIRST TRUST ADVISORS LP 2.7% 4,681,079 -18% 0.26% $362,783,624
DIMENSIONAL FUND ADVISORS LP 2.2% 3,791,712 +0.37% 0.06% $293,867,779
GEODE CAPITAL MANAGEMENT, LLC 1.9% 3,272,028 -3.4% 0.02% $253,627,428
MORGAN STANLEY 1.9% 3,259,970 -3.8% 0.02% $252,647,875
LSV ASSET MANAGEMENT 1.5% 2,665,606 -2.5% 0.45% $206,584,000
AQR CAPITAL MANAGEMENT LLC 1.2% 2,153,499 -7.9% 0.09% $166,896,211
VICTORY CAPITAL MANAGEMENT INC 1% 1,797,305 -17% 0.08% $139,291,138
NORTHERN TRUST CORP 0.97% 1,705,116 -2.9% 0.02% $132,146,492
Bank of New York Mellon Corp 0.95% 1,669,079 -6.7% 0.02% $129,353,634
Invesco Ltd. 0.94% 1,647,035 -1.3% 0.02% $127,645,216
Woodline Partners LP 0.8% 1,412,830 +112% 0.42% $109,494,325
UBS Group AG 0.77% 1,356,916 +5.4% 0.02% $105,160,991
DONALD SMITH & CO., INC. 0.75% 1,315,212 -26% 1.9% $101,928,930
ADAGE CAPITAL PARTNERS GP, L.L.C. 0.71% 1,250,000 +4.2% 0.15% $96,875,000
GOLDMAN SACHS GROUP INC 0.71% 1,243,739 -18% 0.01% $96,389,757
Allianz Asset Management GmbH 0.66% 1,154,762 -54% 0.1% $89,494,056
ROYAL BANK OF CANADA 0.64% 1,129,842 +5.2% 0.02% $87,560,000
Nuveen, LLC 0.63% 1,116,877 -4.4% 0.02% $86,557,968
NORDEA INVESTMENT MANAGEMENT AB 0.61% 1,078,811 -24% 0.07% $83,855,978

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 145,336,860 $11,253,727,109 +$999,836,076 $77.50 683
2025 Q3 132,955,212 $10,343,598,511 -$1,513,628,117 $77.78 667
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
2020 Q2 187,421,173 $3,107,228,028 +$23,500,171 $16.59 395
2020 Q1 186,470,593 $2,798,532,842 -$123,329,991 $15.01 403
2019 Q4 189,417,395 $5,521,489,380 -$92,738,016 $29.16 455
2019 Q3 193,996,969 $5,764,571,291 -$165,932,630 $29.72 445
2019 Q2 198,511,871 $6,656,782,878 +$109,851,889 $33.55 483
2019 Q1 196,087,242 $6,634,379,731 -$96,963,803 $33.83 499
2018 Q4 198,689,108 $5,835,925,606 -$107,768,686 $29.38 480
2018 Q3 201,144,769 $7,854,225,531 -$32,222,632 $39.07 504
2018 Q2 202,076,428 $7,472,034,668 -$203,002,315 $36.99 500
2018 Q1 205,724,732 $9,790,918,034 +$6,913,510 $47.61 533
2017 Q4 206,007,616 $11,290,457,047 -$159,253,892 $54.89 558
2017 Q3 208,353,050 $10,649,004,356 -$147,823,603 $51.13 489
2017 Q2 210,990,296 $9,838,936,310 -$51,816,502 $46.63 486
2017 Q1 213,344,008 $10,007,364,815 +$872,693,358 $46.89 491
2016 Q4 211,259,235 $9,274,980,082 -$329,788,363 $43.93 506
2016 Q3 217,588,410 $7,680,264,543 -$74,761,889 $35.31 449
2016 Q2 220,137,202 $6,998,044,502 -$106,543,233 $31.79 454
2016 Q1 223,783,975 $6,919,761,524 -$1,625,059 $30.92 416
2015 Q4 223,645,077 $7,442,289,599 +$128,608,684 $33.29 418
2015 Q3 218,645,729 $7,014,383,894 -$179,499,715 $32.08 400
2015 Q2 223,985,141 $8,001,114,390 -$221,115,653 $35.75 418
2015 Q1 230,308,029 $7,765,901,020 -$78,855,744 $33.73 405
2014 Q4 233,164,515 $8,129,965,668 -$15,293,890 $34.88 408
2014 Q3 232,729,608 $7,997,863,242 +$42,432,829 $34.38 423
2014 Q2 231,235,983 $8,037,596,196 -$199,206,725 $34.76 395
2014 Q1 237,229,331 $8,374,645,578 -$61,453,034 $35.31 373