Unum Group (UNM) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

167,403,846Shares Outstanding

1,118,016Shares held by institutions

$81,514,547Value of institutional holdings

84.62%Institutional ownership %

11.51%Shares Changed QoQ

647No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

A total of 647 institutions have reported a stake in Unum Group (NYSE:UNM) as of December 2025, according to recent 13F filings with the SEC.

Unum saw its institutional ownership percentage rose to 84.6% in December 2025 from 75.1% in September 2025.
Institutional share ownership changed by 11.51% QoQ, while the number of institutional owners saw a decrease of 3.43% YoY.
Of these 647 institutional investors, 288 increased their holdings in Unum, while 245 of them reduced positions, and 114 investors maintained their exposure.
Collectively, institutional investors increased their stake in Unum to 141.66Mn shares as of December 2025, a change that is up by 14.62Mn shares quarter on quarter and down 12.17Mn shares year over year.
VANGUARD GROUP INC's holding of 18.17Mn shares as of December 31, 2025 makes it the primary institutional investor in Unum, owning 10.86% of the stock.
Among the most significant buyers of Unum during December 2025 were NORGES BANK (14.31Mn), Qube Research & Technologies Ltd (800.76K), Zurich Insurance Group Ltd/FI (759.49K), Woodline Partners LP (747.66K), Point72 Asset Management, L.P. (735.69K).
Leading sellers of Unum stock in December 2025 included Allianz Asset Management GmbH (1.36Mn), FIRST TRUST ADVISORS LP (1.05Mn), VANGUARD GROUP INC (485.36K), DONALD SMITH & CO., INC. (464.76K), TWO SIGMA ADVISERS, LP (392.60K).
The top 10 institutional holders of Unum for the quarter ending December 2025 included VANGUARD GROUP INC (18.17Mn), BlackRock, Inc. (17.05Mn), NORGES BANK (14.31Mn), FMR LLC (7.43Mn), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (5.65Mn), STATE STREET CORP (5.33Mn), FIRST TRUST ADVISORS LP (4.68Mn), DIMENSIONAL FUND ADVISORS LP (3.79Mn), GEODE CAPITAL MANAGEMENT, LLC (3.27Mn), MORGAN STANLEY (3.26Mn).

647 Institutional Holders

1,118,016 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
VANGUARD GROUP INC	31 Dec, 2025	18,174,771	-485,363	-2.60%	$1,408,544,752.00
BlackRock, Inc.	31 Dec, 2025	17,047,275	-359,532	-2.07%	$1,321,163,782.00
NORGES BANK	31 Dec, 2025	14,308,628	14,308,628	0.00%	$1,108,918,670.00
FMR LLC	31 Dec, 2025	7,431,736	259,229	3.61%	$575,959,540.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	5,653,246	26,753	0.48%	$438,126,565.00
STATE STREET CORP	31 Dec, 2025	5,330,104	-175,967	-3.20%	$413,083,060.00
FIRST TRUST ADVISORS LP	31 Dec, 2025	4,681,079	-1,053,858	-18.38%	$362,783,624.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	3,791,712	13,832	0.37%	$293,867,779.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	3,272,028	-115,022	-3.40%	$253,627,428.00
MORGAN STANLEY	31 Dec, 2025	3,259,970	-129,277	-3.81%	$252,647,875.00
LSV ASSET MANAGEMENT	31 Dec, 2025	2,665,606	-67,334	-2.46%	$206,584.00
AQR CAPITAL MANAGEMENT LLC	31 Dec, 2025	2,153,499	-185,790	-7.94%	$166,896,211.00
VICTORY CAPITAL MANAGEMENT INC	31 Dec, 2025	1,797,305	-379,145	-17.42%	$139,291,138.00
NORTHERN TRUST CORP	31 Dec, 2025	1,705,116	-50,082	-2.85%	$132,146,492.00
Bank of New York Mellon Corp	31 Dec, 2025	1,669,079	-120,518	-6.73%	$129,353,634.00
Woodline Partners LP	31 Dec, 2025	1,412,830	747,665	112.40%	$109,494,325.00
UBS Group AG	31 Dec, 2025	1,356,916	68,957	5.35%	$105,160,991.00
DONALD SMITH & CO., INC.	31 Dec, 2025	1,315,212	-464,757	-26.11%	$101,928,930.00
ADAGE CAPITAL PARTNERS GP, L.L.C.	31 Dec, 2025	1,250,000	50,000	4.17%	$96,875,000.00
GOLDMAN SACHS GROUP INC	31 Dec, 2025	1,243,739	-265,718	-17.60%	$96,389,757.00

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