Unum Group
Unum Group (UNM) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · UNM · as of Mar 31, 2025
Ownership Breakdown
750
Institutional Holders
▲ 36 vs Q4
$12.65B
Total Inst. Value
▲ $1.42B vs Q4
159.78M
Shares Outstanding
freeFloat 99.07%
155.45M
13F Shares Held
▲ 1.48M vs Q4
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
UNM largest shareholders · institutional ownership
Q1 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
VANGUARD GROUP INC accident & health insurance | 20.21M | 11.33% | 11.33% | $1.65T | May 9, 2025 | ▼ 292.2K |
BLACKROCK, INC. accident & health insurance | 17.67M | 9.91% | 9.91% | $1.44T | May 2, 2025 | ▼ 1.61M |
NORGES BANK accident & health insurance | 13.06M | 7.33% | 7.33% | $1.06T | May 11, 2026 | ▼ 686.8K |
FMR LLC accident & health insurance | 7.37M | 4.13% | 4.13% | $600.45B | May 12, 2025 | ▼ 1.08M |
STATE STREET CORP accident & health insurance | 5.90M | 3.31% | 3.31% | $480.51B | May 15, 2025 | ▼ 107.7K |
FIRST TRUST ADVISORS LP accident & health insurance | 5.82M | 3.27% | 3.27% | $474.21B | May 14, 2025 | ▲ 4.11M |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC accident & health insurance | 5.82M | 3.26% | 3.26% | $473.81B | Sep 15, 2025 | ▲ 264.3K |
DIMENSIONAL FUND ADVISORS LP accident & health insurance | 4.29M | 2.40% | 2.40% | $349.26B | May 13, 2025 | ▼ 666.4K |
MORGAN STANLEY accident & health insurance | 3.44M | 1.93% | 1.93% | $280.17B | May 15, 2025 | ▼ 338.2K |
GEODE CAPITAL MANAGEMENT, LLC accident & health insurance | 3.12M | 1.75% | 1.75% | $254.43B | May 13, 2025 | ▲ 138.8K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q1 2025 vs prior quarter
Q1 2025
24
Increased
+10.30M shares2
New Positions
first time holders23
Decreased
−9.04M shares0
Sold Out
fully exitedNet shares change (top 50)
+1.26M
+10.30M / −9.04M
Net new holders
+3
2 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
UNM insider trading · insider activity
Source: SEC Form 4
Insiders have been primarily selling shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
13
Buy transactions
2
Sell transactions
6.50
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
O HANLEY RONALD P director | May 26, 2026 | Award | 1,777 | — | — | 47.5K | Form 4 ↗ |
O HANLEY RONALD P director | May 26, 2026 | Award | 2,191 | — | — | 45.8K | Form 4 ↗ |
Matus Kristi Ann director | May 26, 2026 | Award | 2,191 | — | — | 2.2K | Form 4 ↗ |
Lefebvre Mojgan M director | May 26, 2026 | Award | 2,191 | — | — | 15.3K | Form 4 ↗ |
KING GALE V. director | May 26, 2026 | Award | 2,191 | — | — | 23.5K | Form 4 ↗ |
Keaney Timothy F director | May 26, 2026 | Award | 2,191 | — | — | 40.8K | Form 4 ↗ |
KABAT KEVIN T director | May 26, 2026 | Award | 1,333 | — | — | 127.3K | Form 4 ↗ |
KABAT KEVIN T director | May 26, 2026 | Award | 2,191 | — | — | 126.0K | Form 4 ↗ |
Egan Cynthia director | May 26, 2026 | Award | 2,191 | — | — | 45.0K | Form 4 ↗ |
Echevarria Joseph director | May 26, 2026 | Award | 1,540 | — | — | 102.1K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Unum Group (UNM) is primarily owned by institutional investors, who hold approximately 97.3% of total shares outstanding. Company insiders own approximately 0.93%, while retail and public investors account for the remaining 1.78%.
The largest institutional shareholder of Unum Group is VANGUARD GROUP INC, holding approximately 20.21 million shares — equal to 11.33% of outstanding shares — as of March 31, 2025.
A total of 750 institutional investors currently hold UNM stock, with a combined institutional value of approximately $12.65 billion as of the most recent 13F filing period.
Frequently asked questions
UNM ownershipUnum Group (UNM) is primarily owned by institutional investors, who hold approximately 97.3% of shares. The largest shareholder is VANGUARD GROUP INC with a 11.33% stake. Company insiders hold 0.93%. Data sourced from SEC Form 13F as of March 31, 2025.