Unum Group
UNM- 交易所
- NYSE
- 產業
- Accident & Health Insurance
- SEC CIK
- 0000005513
近 90 天，Unum Group 內部人申報 0 筆公開市場買進、3 筆賣出；2026 年第 2 季末有 766 家機構在 13F 申報持有，市值合計 $126.5 億；大師中只有Gardner Russo & Quinn持有。
其他股別UNMA
2021 年第 4 季 13F 持有人
Unum Group 在 2021/12/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 444
- 較 2021 年第 3 季 −10 家
- 持有股數
- 1.67 億
- 較 2021 年第 3 季 −29.6 萬 (−0.2%)
- 總市值
- $40.9 億
- 較 2021 年第 3 季 −$8,909 萬 (−2.1%)
- 新進機構
- 63
- 另有 139 家加碼
- 清倉機構
- 73
- 另有 178 家減碼
另有 5 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 UNM 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 766 | $126.5 億 |
| 2026 年第 1 季 | 702 | $92.5 億 |
| 2025 年第 4 季 | 699 | $112.9 億 |
| 2025 年第 3 季 | 674 | $103.6 億 |
| 2025 年第 2 季 | 736 | $122.7 億 |
| 2025 年第 1 季 | 729 | $126.4 億 |
| 2024 年第 4 季 | 685 | $112.5 億 |
| 2024 年第 3 季 | 625 | $93.0 億 |
| 2024 年第 2 季 | 579 | $82.5 億 |
| 2024 年第 1 季 | 580 | $88.7 億 |
| 2023 年第 4 季 | 572 | $75.1 億 |
| 2023 年第 3 季 | 580 | $81.4 億 |
| 2023 年第 2 季 | 557 | $79.7 億 |
| 2023 年第 1 季 | 527 | $66.5 億 |
| 2022 年第 4 季 | 528 | $69.4 億 |
| 2022 年第 3 季 | 492 | $65.9 億 |
| 2022 年第 2 季 | 487 | $57.6 億 |
| 2022 年第 1 季 | 466 | $53.6 億 |
| 2021 年第 4 季 | 444 | $40.9 億 |
| 2021 年第 3 季 | 459 | $41.8 億 |
| 2021 年第 2 季 | 451 | $48.8 億 |
| 2021 年第 1 季 | 459 | $46.7 億 |
2021 年第 4 季持有機構
每家機構持有 Unum Group 的股數、市值與佔組合比重；股數變化跟 2021 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Glenmede Trust Co NA | 9,712 | $23.7 萬 | 0.00% | −8,324−46.2% | 減碼 |
| HM Payson & Co | 9,630 | $23.7 萬 | 0.01% | +500+5.5% | 加碼 |
| Cadence Bank NA | 9,597 | $23.6 萬 | 0.06% | −6,192−39.2% | 減碼 |
| Venture Visionary Partners LLC | 9,601 | $23.5 萬 | 0.02% | +9,601 | 新進 |
| Ethic Inc. | 9,444 | $23.2 萬 | 0.02% | −2,344−19.9% | 減碼 |
| Old National Bancorp | 9,356 | $23.0 萬 | 0.01% | 00.0% | 不變 |
| Principle Wealth Partners LLC | 9,355 | $23.0 萬 | 0.02% | 00.0% | 不變 |
| Vestmark Advisory Solutions, Inc. | 9,312 | $22.9 萬 | 0.01% | −321−3.3% | 減碼 |
| Tower Research Capital LLC (TRC) | 9,331 | $22.9 萬 | 0.00% | +2,646+39.6% | 加碼 |
| Teza Capital Management LLC | 9,311 | $22.9 萬 | 0.06% | +9,311 | 新進 |
| AE Wealth Management LLC | 9,248 | $22.7 萬 | 0.00% | +9,248 | 新進 |
| Pearl River Capital, LLC | 9,193 | $22.6 萬 | 0.06% | −22,053−70.6% | 減碼 |
| Veritable, L.P. | 9,024 | $22.2 萬 | 0.00% | +9,024 | 新進 |
| CIBC Asset Management Inc | 8,993 | $22.1 萬 | 0.00% | +364+4.2% | 加碼 |
| Karp Capital Management Corp | 8,922 | $21.9 萬 | 0.03% | +8,922 | 新進 |
| Cresset Asset Management, LLC | 8,641 | $21.3 萬 | 0.00% | −12,554−59.2% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 8,674 | $21.3 萬 | 0.04% | +1,253+16.9% | 加碼 |
| Wealthsource Partners, LLC | 8,603 | $21.1 萬 | 0.02% | −450−5.0% | 減碼 |
| Savant Capital, LLC | 8,435 | $20.7 萬 | 0.01% | −768−8.3% | 減碼 |
| Wetherby Asset Management Inc | 8,208 | $20.2 萬 | 0.01% | +117+1.4% | 加碼 |
| Patten Group, Inc. | 8,185 | $20.1 萬 | 0.05% | −600−6.8% | 減碼 |
| Ballentine Partners, LLC | 8,166 | $20.1 萬 | 0.01% | +8,166 | 新進 |
| Twelve Points Wealth Management LLC | 8,151 | $20.0 萬 | 0.16% | +8,151 | 新進 |
| Bessemer Group Inc | 7,860 | $19.3 萬 | 0.00% | +2,688+52.0% | 加碼 |
| Sun Life Financial INC | 7,300 | $17.9 萬 | 0.01% | +7,300 | 新進 |
| Umb Bank N A | 6,716 | $16.5 萬 | 0.00% | +6,716 | 新進 |
| Paragon Capital Management Ltd | 6,702 | $16.5 萬 | 0.03% | +6,702 | 新進 |
| Brown, Lisle/Cummings, Inc. | 6,375 | $15.7 萬 | 0.08% | +6,375 | 新進 |
| Simplex Trading, LLC | 6,105 | $14.9 萬 | 0.00% | −1,229−16.8% | 減碼 |
| Hanson & Doremus Investment Management | 5,429 | $13.3 萬 | 0.03% | −186−3.3% | 減碼 |
| FourThought Financial, LLC | 4,881 | $12.0 萬 | 0.02% | +100+2.1% | 加碼 |
| KBC Group NV | 4,856 | $11.9 萬 | 0.00% | +4,856 | 新進 |
| Fifth Third Bancorp | 4,586 | $11.3 萬 | 0.00% | −2,066−31.1% | 減碼 |
| Proequities, Inc. | 4,563 | $11.2 萬 | 0.01% | 00.0% | 不變 |
| JJJ Advisors Inc. | 4,226 | $10.4 萬 | 0.03% | −1,996−32.1% | 減碼 |
| Cambridge Trust Co | 4,000 | $9.80 萬 | 0.00% | +4,000 | 新進 |
| Quent Capital, LLC | 3,775 | $9.30 萬 | 0.02% | +3,775 | 新進 |
| Toth Financial Advisory Corp | 3,693 | $9.10 萬 | 0.01% | 00.0% | 不變 |
| Leonteq Securities AG | 3,568 | $8.77 萬 | 0.00% | −27−0.8% | 減碼 |
| Federation des caisses Desjardins du Quebec | 3,464 | $8.51 萬 | 0.00% | −150−4.2% | 減碼 |
| National Bank of Canada | 3,376 | $8.30 萬 | 0.00% | +3,376 | 新進 |
| HHM Wealth Advisors, LLC | 3,356 | $8.20 萬 | 0.02% | −538−13.8% | 減碼 |
| Deseret Mutual Benefit Administrators | 3,354 | $8.20 萬 | 0.01% | 00.0% | 不變 |
| Parallel Advisors, LLC | 3,174 | $7.80 萬 | 0.00% | −302−8.7% | 減碼 |
| SOA Wealth Advisors, LLC. | 3,081 | $7.60 萬 | 0.02% | +2+0.1% | 加碼 |
| Reilly Financial Advisors, LLC | 3,000 | $7.40 萬 | 0.01% | +3,000 | 新進 |
| Snowden Capital Advisors LLC | 3,000 | $7.30 萬 | 0.00% | +3,000 | 新進 |
| Covestor Ltd | 2,891 | $7.10 萬 | 0.10% | +2,891 | 新進 |
| Maverick Capital Ltd大師Maverick 資本 | 2,806 | $6.90 萬 | 0.00% | +2,806 | 新進 |
| West Branch Capital LLC | 2,709 | $6.70 萬 | 0.03% | 00.0% | 不變 |
| Aquatic Capital Management LLC | 2,500 | $6.10 萬 | 0.12% | +2,500 | 新進 |
| NEXT Financial Group, Inc | 2,319 | $5.70 萬 | 0.00% | −8,573−78.7% | 減碼 |
| Quadrant Capital Group LLC | 2,186 | $5.40 萬 | 0.01% | +331+17.8% | 加碼 |
| Cullen/Frost Bankers, Inc. | 2,100 | $5.20 萬 | 0.00% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 1,940 | $4.80 萬 | 0.00% | 00.0% | 不變 |
| South State Corp. | 1,938 | $4.80 萬 | 0.00% | +110+6.0% | 加碼 |
| Ellevest, Inc. | 1,920 | $4.70 萬 | 0.00% | +1,700+772.7% | 加碼 |
| Harvest Fund Management Co., Ltd | 1,872 | $4.60 萬 | 0.01% | −764−29.0% | 減碼 |
| Founders Capital Management | 1,772 | $4.40 萬 | 0.03% | +14+0.8% | 加碼 |
| MBM Wealth Consultants, LLC | 1,779 | $4.40 萬 | 0.02% | +632+55.1% | 加碼 |
| Fieldpoint Private Securities, LLC | 1,652 | $4.10 萬 | 0.01% | −735−30.8% | 減碼 |
| CWM, LLC | 1,607 | $3.90 萬 | 0.00% | +1,607 | 新進 |
| AGF Investments LLC | 1,371 | $3.40 萬 | 0.00% | +1,371 | 新進 |
| Sugarloaf Wealth Management, LLC | 1,352 | $3.30 萬 | 0.01% | −615−31.3% | 減碼 |
| TCI Wealth Advisors, Inc. | 1,330 | $3.30 萬 | 0.00% | −448−25.2% | 減碼 |
| Steward Partners Investment Advisory, LLC | 1,280 | $3.10 萬 | 0.00% | +800+166.7% | 加碼 |
| Carroll Financial Associates, Inc. | 1,200 | $2.90 萬 | 0.00% | −9−0.7% | 減碼 |
| Lindbrook Capital, LLC | 1,175 | $2.90 萬 | 0.00% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 1,162 | $2.85 萬 | 0.00% | −530−31.3% | 減碼 |
| Cranbrook Wealth Management, LLC | 1,082 | $2.70 萬 | 0.01% | 00.0% | 不變 |
| Retirement Group, LLC | 1,000 | $2.60 萬 | 0.01% | 00.0% | 不變 |
| Hoey Investments, Inc | 1,050 | $2.60 萬 | 0.01% | 00.0% | 不變 |
| Huntington National Bank | 1,055 | $2.60 萬 | 0.00% | +55+5.5% | 加碼 |
| Norway Savings Bank | 979 | $2.40 萬 | 0.01% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 907 | $2.20 萬 | 0.01% | −50−5.2% | 減碼 |
| Clearstead Advisors, LLC | 900 | $2.20 萬 | 0.00% | 00.0% | 不變 |
| Covington Capital Management | 876 | $2.20 萬 | 0.00% | +3+0.3% | 加碼 |
| Concord Wealth Partners | 856 | $2.10 萬 | 0.01% | +157+22.5% | 加碼 |
| North Star Investment Management Corp. | 802 | $2.00 萬 | 0.00% | +2+0.3% | 加碼 |
| Arlington Partners LLC | 830 | $2.00 萬 | 0.01% | +830 | 新進 |
| Proffitt & Goodson Inc | 791 | $1.90 萬 | 0.00% | −3,625−82.1% | 減碼 |
| Gemmer Asset Management LLC | 773 | $1.90 萬 | 0.00% | 00.0% | 不變 |
| Glassman Wealth Services | 782 | $1.90 萬 | 0.00% | +49+6.7% | 加碼 |
| CVA Family Office, LLC | 780 | $1.90 萬 | 0.00% | +780 | 新進 |
| American Portfolios Advisors | 758 | $1.86 萬 | 0.00% | 00.0% | 不變 |
| Koshinski Asset Management, Inc. | 750 | $1.84 萬 | 0.00% | +750 | 新進 |
| Addison Advisors LLC | 673 | $1.70 萬 | 0.01% | +673 | 新進 |
| Ten Capital Wealth Advisors, LLC | 658 | $1.60 萬 | 0.01% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 642 | $1.60 萬 | 0.00% | +422+191.8% | 加碼 |
| BDO Wealth Advisors, LLC | 560 | $1.40 萬 | 0.00% | −58,876−99.1% | 減碼 |
| Blue Bell Private Wealth Management, LLC | 561 | $1.40 萬 | 0.00% | +561 | 新進 |
| Brown Brothers Harriman & Co | 525 | $1.30 萬 | 0.00% | −580−52.5% | 減碼 |
| Spire Wealth Management | 478 | $1.20 萬 | 0.00% | +478 | 新進 |
| FinTrust Capital Advisors, LLC | 442 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 449 | $1.10 萬 | 0.00% | +449 | 新進 |
| Baldwin Brothers Inc | 400 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Accel Wealth Management | 400 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Confluence Wealth Services, Inc. | 410 | $1.00 萬 | 0.00% | +410 | 新進 |
| Rise Advisors, LLC | 393 | $9,656 | 0.01% | +393 | 新進 |
| Washington Trust Advisors, Inc. | 320 | $8,000 | 0.00% | +320 | 新進 |