UNM Institutional Ownership & Shareholders

UNUM GROUP (UNM) is currently held by 743 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $12.47B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Blackrock, Inc. is currently the largest disclosed institutional shareholder of UNM tracked by InsiderSet, reporting ownership valued at approximately $1.61B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.64B, representing an estimated gain of +1.81% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 52% of the total disclosed UNM value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Norges Bank, Vanguard Portfolio Management Llc, and several other long-term asset managers with concentrated positions in UNUM GROUP (UNM).

This page ranks the largest institutional UNM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

743

Total Reported Value

$12.47B

Largest Holder

Blackrock, Inc.

Largest Position

$1.61B

Insider Transactions (90d)

4

Latest Filing Quarter

Q2 2026

New Institutional Positions

45

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Blackrock, Inc.0.02%17,994,655$1,608,722,164$1,637,873,498+$29,151,334+1.81%
Norges Bank0.12%13,256,645$1,185,144,063$1,206,619,828+$21,475,765+1.81%
Vanguard Portfolio Management Llc0.03%8,587,898$767,758,081$781,670,476+$13,912,395+1.81%
Fmr Llc0.03%7,737,197$691,705,380$704,239,671+$12,534,291+1.81%
Vanguard Capital Management Llc0.01%6,804,023$608,279,656$619,302,173+$11,022,517+1.81%
State Street Corp0.01%5,069,408$453,205,075$461,417,516+$8,212,441+1.81%
Dimensional Fund Advisors Lp0.07%4,137,367$369,886,179$376,583,144+$6,696,965+1.81%
Morgan Stanley0.02%3,249,453$290,501,322$295,765,212+$5,263,890+1.81%
Geode Capital Management, Llc0.01%3,120,361$279,023,115$284,015,258+$4,992,143+1.79%
Aqr Capital Management Llc0.09%2,988,552$266,190,343$272,018,003+$5,827,660+2.19%
Lsv Asset Management0.39%2,413,125$215,733,000$219,642,638+$3,909,638+1.81%
Goldman Sachs Group Inc0.02%1,916,545$171,339,141$174,443,926+$3,104,785+1.81%
First Trust Advisors Lp0.10%1,899,262$169,794,037$172,870,827+$3,076,790+1.81%
Qube Research & Technologies Ltd0.19%1,887,949$168,782,641$171,841,118+$3,058,477+1.81%
Nuveen, Llc0.04%1,762,384$157,557,081$160,412,192+$2,855,111+1.81%
Two Sigma Investments, Lp0.12%1,759,799$157,326,031$160,176,905+$2,850,874+1.81%
Northern Trust Corp0.02%1,699,338$151,920,818$154,673,745+$2,752,927+1.81%
Woodline Partners Lp0.46%1,665,459$148,892,035$151,590,078+$2,698,043+1.81%
Arrowstreet Capital, Limited Partnership0.06%1,503,280$134,393,232$136,828,546+$2,435,314+1.81%
Millennium Management Llc0.08%1,383,673$123,700,366$125,941,916+$2,241,550+1.81%
Victory Capital Management Inc0.07%1,378,987$123,281,438$125,515,397+$2,233,959+1.81%
Toms Capital Investment Management Lp6.02%1,275,000$113,985,000$116,050,500+$2,065,500+1.81%
Bank Of New York Mellon Corp0.02%1,221,361$109,189,676$111,168,278+$1,978,602+1.81%
D. E. Shaw & Co., Inc.0.06%1,158,462$103,566,503$105,443,211+$1,876,708+1.81%
Charles Schwab Investment Management Inc0.01%1,132,607$101,255,066$103,089,889+$1,834,823+1.81%
Ubs Group Ag0.02%1,109,567$99,195,290$100,992,788+$1,797,498+1.81%
Balyasny Asset Management L.P.0.18%1,102,917$98,600,780$100,387,505+$1,786,725+1.81%
Royal Bank Of Canada0.02%1,029,814$92,066,000$93,733,670+$1,667,670+1.81%
Nordea Investment Management Ab0.07%951,044$85,850,741$86,564,025+$713,284+0.83%
Canada Pension Plan Investment Board0.05%940,681$84,096,881$85,620,785+$1,523,904+1.81%
Vanguard Fiduciary Trust Co0.02%935,478$83,631,733$85,147,208+$1,515,475+1.81%
Quantinno Capital Management Lp0.09%876,245$78,336,381$79,755,820+$1,419,439+1.81%
Jane Street Group, Llc0.05%866,985$77,508,459$78,912,975+$1,404,516+1.81%
Point72 Asset Management, L.P.0.12%863,930$77,235,342$78,634,909+$1,399,567+1.81%
Invesco Ltd.0.01%763,330$68,241,703$69,478,297+$1,236,594+1.81%
Swedbank Ab0.05%737,355$64,688,153$67,114,052+$2,425,899+3.75%
Zurich Insurance Group Ltd/Fi0.43%691,751$61,842,539$62,963,176+$1,120,637+1.81%
Adage Capital Partners Gp, L.L.C.0.08%650,000$58,110,000$59,163,000+$1,053,000+1.81%
Donald Smith & Co.Donald G. Smith1.03%649,485$58,063,959$59,116,125+$1,052,166+1.81%
Jain Global Llc0.67%633,694$56,652,244$57,678,828+$1,026,584+1.81%
Bank Of America Corp0.00%618,267$55,273,102$56,274,662+$1,001,560+1.81%
Assenagon Asset Management S.A.0.05%625,411$54,867,307$56,924,909+$2,057,602+3.75%
Sei Investments Co0.05%603,779$53,978,591$54,955,965+$977,374+1.81%
Freestone Grove Partners Lp0.32%548,830$49,065,402$49,954,507+$889,105+1.81%
Jpmorgan Chase & Co0.00%514,225$46,717,778$46,804,760+$86,982+0.19%
Allspring Global Investments Holdings, Llc0.07%481,871$44,043,010$43,859,898-$183,112-0.42%
Neuberger Berman Group Llc0.03%559,657$43,373,417$50,939,980+$7,566,563+17.45%
Grace & White Inc7.01%487,610$42,778,025$44,382,262+$1,604,237+3.75%
Ensign Peak Advisors, Inc0.08%584,235$42,666,682$53,177,070+$10,510,388+24.63%
Allianz Asset Management Gmbh0.04%462,851$41,378,880$42,128,698+$749,818+1.81%
Showing 50 of 743

Frequently asked questions about UNM

  • Who are the largest institutional holders of UNM?

    The largest institutional holders of UNM reported in the latest SEC Form 13F filings include Blackrock, Inc., Norges Bank, Vanguard Portfolio Management Llc, Fmr Llc, and Vanguard Capital Management Llc. InsiderSet ranks institutional holders by their latest reported UNM position.

  • What is UNM institutional ownership?

    This page tracks UNM positions reported by institutional investment managers through SEC Form 13F. UNUM GROUP (UNM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own UNM?

    InsiderSet currently tracks 743 institutional managers reporting UNM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of UNM shareholders.

  • How much UNM stock do institutions own?

    Institutional investment managers disclosed approximately $12.47B in UNM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was UNM institutional ownership last updated?

    The latest UNM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.

  • Are institutional UNM holdings real-time?

    No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its UNM position after the reporting date.

  • Are institutions buying or selling UNM?

    Institutional buying and selling can be analyzed by comparing UNM positions across consecutive 13F reporting periods. InsiderSet's UNM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View UNM ownership changes.

  • How has UNM institutional ownership changed over time?

    InsiderSet tracks UNM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.