Unum UNM Institutional Ownership

NYSE UNM

$95.20 -0.40 (-0.42%)

At close: Sep 18, 2026 · 4:00 PM EDT

Institutions by Trading Activity

756 Institutions

Increased 402 53.2%

Unchanged 120 15.9%

Reduced 234 31.0%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

89.30%

▲+12.18 pp QoQ

Shares Held by Institutions

142.58Mn

of 159.66Mn outstanding

▲+13.48% QoQ

Shares Outstanding

159.66Mn

17.08Mn held outside 13F filers

Institutional Investors

756

filed 13F for Jun 2026

▲+65 vs prior quarter

Net Shares Added (QoQ)

+16.94Mn

accumulated since last quarter

Value of Holdings

$13.57Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Unum Group (NYSE:UNM) has 756 institutional investors with active 13F positions as of June 2026.

Collectively, these holders controlled 89.3% of Unum's outstanding shares in June 2026, up from 77.1% in March 2026.
They increased total shares held in UNM by 13.48% quarter over quarter, and investors in Unum increased 3.14% from a year ago.
During the quarter, 402 of these 756 funds increased positions in UNM, 234 reduced exposure, and 120 held steady.
Altogether, these fund groups held 142.58Mn shares in UNM by June 2026, up by 16.94Mn shares quarter on quarter, and down 8.77Mn shares year over year.
BlackRock, Inc. holds the largest position in UNM at 17.99Mn shares as of June 30, 2026, or 11.27% of shares outstanding.
Top purchasers of UNM stock for the quarter ending June 2026 included NORGES BANK (13.26Mn), TOMS Capital Investment Management LP (1.27Mn), Sixth Street Partners Management Company, L.P. (1.13Mn), AQR CAPITAL MANAGEMENT LLC (1.08Mn), Qube Research & Technologies Ltd (1.03Mn).
The largest sellers of Unum for the quarter ending June 2026 were ADAGE CAPITAL PARTNERS GP, L.L.C. (1.35Mn), FIRST TRUST ADVISORS LP (1.35Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (751.5K), DONALD SMITH & CO., INC. (678.45K), ALGEBRIS (UK) LTD (546.96K).
Business Quant data shows the 10 biggest positions in Unum as of June 2026 are held by BlackRock, Inc. (17.99Mn), NORGES BANK (13.26Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (8.59Mn), FMR LLC (7.74Mn), VANGUARD CAPITAL MANAGEMENT LLC (6.8Mn), State Street Corp (5.07Mn), DIMENSIONAL FUND ADVISORS LP (4.14Mn), Morgan Stanley (3.25Mn), GEODE CAPITAL MANAGEMENT, LLC (3.12Mn), AQR CAPITAL MANAGEMENT LLC (2.99Mn).

Form 13F Holdings

754 Institutional Holders

Report period 30 Jun, 2026

Total shares held 142.58Mn

Of outstanding 89.30%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	17,994,655	11.27%	▼237,849	-1.30%	$1.61Bn
2	NORGES BANK	0001374170	13,256,645	8.30%	▲13,256,645	0.00%	$1.19Bn
3	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	8,587,898	5.38%	▼751,504	-8.05%	$767.76Mn
4	FMR LLC	0000315066	7,737,197	4.85%	▲527,956	+7.32%	$691.71Mn
5	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	6,804,023	4.26%	▼137,437	-1.98%	$608.28Mn
6	State Street Corp	0000093751	5,069,408	3.18%	▼78,017	-1.52%	$453.21Mn
7	DIMENSIONAL FUND ADVISORS LP	0000354204	4,137,367	2.59%	▲52,985	+1.30%	$369.89Mn
8	Morgan Stanley	0000895421	3,249,453	2.04%	▼85,022	-2.55%	$290.50Mn
9	GEODE CAPITAL MANAGEMENT, LLC	0001214717	3,120,361	1.95%	▼203,536	-6.12%	$279.02Mn
10	AQR CAPITAL MANAGEMENT LLC	0001167557	2,988,552	1.87%	▲1,080,525	+56.63%	$266.19Mn
11	LSV ASSET MANAGEMENT	0001050470	2,413,125	1.51%	▼169,947	-6.58%	$215.73K
12	Goldman Sachs Group Inc	0000886982	1,916,545	1.20%	▲334,817	+21.17%	$171.34Mn
13	FIRST TRUST ADVISORS LP	0001125816	1,899,262	1.19%	▼1,348,678	-41.52%	$169.79Mn
14	Qube Research & Technologies Ltd	0001729829	1,887,949	1.18%	▲1,025,282	+118.85%	$168.78Mn
15	Nuveen, LLC	0001871926	1,762,384	1.10%	▲577,788	+48.78%	$157.56Mn
16	TWO SIGMA INVESTMENTS, LP	0001179392	1,759,799	1.10%	▲235,071	+15.42%	$157.33Mn
17	Northern Trust Corp	0000073124	1,699,338	1.06%	▼25,514	-1.48%	$151.92Mn
18	Woodline Partners LP	0001784547	1,665,459	1.04%	▼166,484	-9.09%	$148.89Mn
19	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0001164508	1,503,280	0.94%	▲871,586	+137.98%	$134.39Mn
20	MILLENNIUM MANAGEMENT LLC	0001273087	1,383,673	0.87%	▼294,959	-17.57%	$123.70Mn

Showing 1 to 20 of 754 holders