$UNM

$90.12 -$0.16 (0.18%) Close

$UNM Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 158.3M shares outstanding

Who owns UNM?

By type of holder

Institutions 89.2% Insiders 1.4% Everyone else 9.5%

Concentration Top 10 holders own 45.4%

BlackRock, Inc. 11.4% · Norges Bank 8.4%

Institutional ownership

89.2%

+9.3 pts vs last qtr

Institutional holders

757

+62 vs last qtr

Net shares bought

+14.7M

by institutions in Q2 2026

New / sold out

120 / 58

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Norges Bank NEW +13.3M
TOMS Capital Investment Management LP NEW +1.3M

Biggest sellers in Q2 2026

Adage Capital Partners GP, L.L.C. −1.4M
First Trust Advisors LP −1.3M

Who is planning to sell?

Notices of proposed sale, last 12 months

$4.49M

11 notices from 7 people

Shares covered

56.7K

0.04% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Ahmed Elizabeth Claire Officer $962K
Keaney Timothy F Director $731K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

−26.7%

−3.40% a year

Each share's claim on the business

+36.5%

grew without buying or selling a share

Spent on buybacks vs paid in stock

$4.05B vs —

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years68% 3–5 years6% 1–3 years8% Under 1 year18%

Quarterly turnover

15.0%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting UNM on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	18.0M	11.37%	−237.8K (−1.3%)	≤2021	0.0%
Shares held by quarter Peak holding19.3M (Q4'24) Change over 8 quarters−963.3K Share of the company11.370% BlackRock, Inc.'s full portfolio →
NB Norges Bank	13.3M	8.37%	NEW	Q2 '26	0.1%
Shares held by quarter Peak holding14.5M (Q3'24) Change over 8 quarters−1.2M Share of the company8.370% Norges Bank's full portfolio →

BlackRock, Inc.

18.0M

% of company

11.37%

Change vs last qtr

−237.8K (−1.3%)

Held since

≤2021

Norges Bank

13.3M

% of company

8.37%

Change vs last qtr

NEW

Held since

Q2 '26

28 more super investors behind a free account

See every manager holding Unum Group, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting UNM on Form N-PORT; together they hold 37.7% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Mid-Cap ETF iShares Trust	$450M	5.0M	3.18%	0.36%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$431M	4.8M	3.04%	0.02%	June 30, 2026

iShares Core S&P Mid-Cap ETF

iShares Trust

Position value

$450M

% of company

3.18%

% of the fund

0.36%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$431M

% of company

3.04%

% of the fund

0.02%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Unum Group and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
MR McKenney Richard P Insider	1.0M	0.63%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.630% McKenney Richard P's insider activity →
KK Kabat Kevin T Insider	127.3K	0.08%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.080% Kabat Kevin T's insider activity →

McKenney Richard P

Insider

1.0M

% of company

0.63%

Change vs last qtr

—

Held since

—

Kabat Kevin T

Insider

127.3K

% of company

0.08%

Change vs last qtr

—

Held since

—

21 more holders behind a free account

See every insider and 5%+ holder of Unum Group.

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