Unum UNM Institutional Ownership

NYSE UNM

$93.44 -0.27 (-0.29%)

As of: Oct 22, 2026 · 10:17 AM EDT

Institutions by Trading Activity

755 Institutions

Increased 402 53.2%

Unchanged 120 15.9%

Reduced 233 30.9%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

88.59%

▲+11.55 pp QoQ

Shares Held by Institutions

141.44Mn

of 159.66Mn outstanding

▲+11.89% QoQ

Shares Outstanding

159.66Mn

18.22Mn held outside 13F filers

Institutional Investors

755

filed 13F for Jun 2026

▲+67 vs prior quarter

Net Shares Added (QoQ)

+15.04Mn

accumulated since last quarter

Value of Holdings

$13.21Bn

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

Updated Oct 11, 2026

Unum Group (NYSE:UNM) was reported as a holding by 754 institutional investors in 13F filings for the quarter ended June 30, 2026.

These investors held 88.59% of outstanding shares in Q2 2026, up from 77.04% the quarter before.
Total shares held in Unum rose 11.89% from Q1 2026, while the number of holders rose 3.29% from Q2 2025.
Among the 754 holders of Unum, 402 added to their positions, 233 reduced their stakes and 119 left their positions unchanged.
Combined, institutional investors held 141.44Mn shares of UNM as of Q2 2026, up 15.04Mn from the prior quarter and down 6.55Mn from a year earlier.
BlackRock, Inc. led 13F holders of UNM with 17.99Mn shares as of June 30, 2026, or 11.27% of shares outstanding.
Among existing holders, the largest additions to Unum in Q2 2026 came from AQR Capital Management LLC (+1.08Mn shares), Qube Research & Technologies Ltd (+1.03Mn shares), Arrowstreet Capital, Limited Partnership (+871.59K shares), Nuveen, LLC (+577.79K shares) and FMR LLC (+527.96K shares).
The biggest cuts to UNM positions during Q2 2026 came from Adage Capital Partners GP, L.L.C. (-1.35Mn shares), First Trust Advisors LP (-1.35Mn shares), Vanguard Portfolio Management LLC (-751.5K shares), Donald Smith & Co., Inc. (-678.45K shares) and Algebris (UK) LTD (-546.97K shares).
According to Business Quant data, the leading holders of UNM for Q2 2026 were BlackRock, Inc. (17.99Mn shares), Norges Bank (13.26Mn shares), Vanguard Portfolio Management LLC (8.59Mn shares), FMR LLC (7.74Mn shares), Vanguard Capital Management LLC (6.8Mn shares), State Street Corp (5.07Mn shares), Dimensional Fund Advisors LP (4.14Mn shares), Morgan Stanley (3.25Mn shares), Geode Capital Management, LLC (3.12Mn shares) and AQR Capital Management LLC (2.99Mn shares).

Form 13F Holdings

756 Institutional Holders

Report period 30 Jun, 2026

Total shares held 141.44Mn

Of outstanding 88.59%

#	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 756 holders