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
2023 年第 1 季 13F 持有人
Unum Group 在 2023/3/31 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
- 527
- 較 2022 年第 4 季 +3 家
- 持有股數
- 1.68 億
- 較 2022 年第 4 季 −82.8 萬 (−0.5%)
- 總市值
- $66.5 億
- 較 2022 年第 4 季 −$2.84 億 (−4.1%)
- 新進機構
- 65
- 另有 192 家加碼
- 清倉機構
- 62
- 另有 192 家減碼
另有 4 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 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 |
2023 年第 1 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 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Wetherby Asset Management Inc | 9,437 | $37.3 萬 | 0.02% | +208+2.3% | 加碼 |
| CSS LLC | 9,500 | $37.6 萬 | 0.03% | +9,500 | 新進 |
| First Citizens Bank & Trust Co | 9,520 | $37.7 萬 | 0.01% | 00.0% | 不變 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 9,553 | $37.8 萬 | 0.00% | −892−8.5% | 減碼 |
| Old Port Advisors | 9,728 | $38.6 萬 | 0.14% | −516−5.0% | 減碼 |
| Kestra Advisory Services, LLC | 9,753 | $38.6 萬 | 0.00% | −3,482−26.3% | 減碼 |
| HM Payson & Co | 9,830 | $38.9 萬 | 0.01% | 00.0% | 不變 |
| Pathstone Family Office, LLC | 9,873 | $38.9 萬 | 0.01% | −12,515−55.9% | 減碼 |
| Bridgefront Capital, LLC | 9,870 | $39.0 萬 | 0.24% | +758+8.3% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 9,990 | $39.5 萬 | 0.05% | −894−8.2% | 減碼 |
| Arnhold LLC | 10,000 | $39.6 萬 | 0.04% | 00.0% | 不變 |
| Lion Street Advisors, LLC | 10,020 | $39.6 萬 | 0.12% | +10,020 | 新進 |
| Portman Square Capital LLP | 10,150 | $40.2 萬 | 0.10% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 10,269 | $40.6 萬 | 0.01% | −79−0.8% | 減碼 |
| Bessemer Group Inc | 10,295 | $40.8 萬 | 0.00% | −765−6.9% | 減碼 |
| Cerity Partners LLC | 10,342 | $41.0 萬 | 0.00% | −2,628−20.3% | 減碼 |
| Pitcairn Co | 10,388 | $41.1 萬 | 0.04% | +20.0% | 加碼 |
| Lingohr & Partner Asset Management GmbH | 10,600 | $41.6 萬 | 1.06% | 00.0% | 不變 |
| Clarius Group, LLC | 10,628 | $42.0 萬 | 0.04% | −2,089−16.4% | 減碼 |
| Baird Financial Group, Inc. | 10,658 | $42.2 萬 | 0.00% | −279−2.6% | 減碼 |
| Utah Retirement Systems | 10,700 | $42.3 萬 | 0.01% | 00.0% | 不變 |
| Veritable, L.P. | 10,714 | $42.4 萬 | 0.01% | +704+7.0% | 加碼 |
| National Asset Management, Inc. | 10,912 | $43.2 萬 | 0.01% | +151+1.4% | 加碼 |
| United Services Automobile Association | 11,064 | $43.8 萬 | 0.01% | −6,785−38.0% | 減碼 |
| Financial Advisory Service, Inc. | 11,065 | $43.8 萬 | 0.05% | +79+0.7% | 加碼 |
| ProShare Advisors LLC | 11,125 | $44.0 萬 | 0.00% | −14,682−56.9% | 減碼 |
| Susquehanna International Group, LLP | 11,368 | $45.0 萬 | 0.00% | −4,776−29.6% | 減碼 |
| Echo Street Capital Management LLC | 11,518 | $45.6 萬 | 0.00% | +11,518 | 新進 |
| Accurate Wealth Management, LLC | 11,657 | $45.8 萬 | 0.16% | +2,799+31.6% | 加碼 |
| Beacon Pointe Advisors, LLC | 11,778 | $46.6 萬 | 0.01% | +969+9.0% | 加碼 |
| Point72 Middle East FZE | 11,781 | $46.6 萬 | 0.03% | +11,781 | 新進 |
| Gotham Asset Management, LLC | 12,124 | $48.0 萬 | 0.01% | +116+1.0% | 加碼 |
| Arete Wealth Advisors, LLC | 16,804 | $48.7 萬 | 0.04% | +1,496+9.8% | 加碼 |
| Relative Value Partners Group, LLC | 12,550 | $49.6 萬 | 0.03% | 00.0% | 不變 |
| Patten & Patten Inc | 12,601 | $49.8 萬 | 0.04% | −170−1.3% | 減碼 |
| Measured Wealth Private Client Group, LLC | 12,931 | $51.2 萬 | 0.20% | +3,765+41.1% | 加碼 |
| Zacks Investment Management | 13,186 | $52.2 萬 | 0.01% | +1,614+13.9% | 加碼 |
| Coldstream Capital Management Inc | 13,296 | $52.6 萬 | 0.02% | −543−3.9% | 減碼 |
| Diversified Trust Co | 13,527 | $53.5 萬 | 0.02% | +5,015+58.9% | 加碼 |
| Dumont & Blake Investment Advisors LLC | 13,670 | $54.1 萬 | 0.18% | −177−1.3% | 減碼 |
| Cetera Advisor Networks LLC | 13,773 | $54.5 萬 | 0.00% | −89−0.6% | 減碼 |
| Scotia Capital Inc. | 13,873 | $54.9 萬 | 0.00% | −2,230−13.8% | 減碼 |
| Neumann Capital Management, LLC | 13,883 | $54.9 萬 | 0.24% | 00.0% | 不變 |
| BOS Asset Management, LLC | 14,310 | $56.6 萬 | 0.47% | −963−6.3% | 減碼 |
| Evergreen Capital Management LLC | 14,545 | $57.5 萬 | 0.03% | −286−1.9% | 減碼 |
| United Capital Financial Advisers, LLC | 14,747 | $58.3 萬 | 0.00% | −3,671−19.9% | 減碼 |
| Advisory Research Inc | 14,764 | $58.4 萬 | 0.10% | +14,764 | 新進 |
| Carret Asset Management, LLC | 14,937 | $59.1 萬 | 0.08% | −1,500−9.1% | 減碼 |
| Coombe, Bender & Co LLC | 15,220 | $60.2 萬 | 0.47% | +171+1.1% | 加碼 |
| National Bank of Canada | 15,330 | $60.6 萬 | 0.00% | −199−1.3% | 減碼 |
| Exchange Traded Concepts, LLC | 15,432 | $61.0 萬 | 0.02% | +15,363+22,265.2% | 加碼 |
| Estate Counselors, LLC | 15,555 | $61.5 萬 | 0.08% | +15,555 | 新進 |
| Atlas Capital Advisors LLC | 15,952 | $63.1 萬 | 0.10% | −1,875−10.5% | 減碼 |
| Steward Partners Investment Advisory, LLC | 16,151 | $63.9 萬 | 0.01% | +60+0.4% | 加碼 |
| Maryland State Retirement & Pension System | 16,191 | $64.1 萬 | 0.01% | 00.0% | 不變 |
| Squarepoint Ops LLC | 16,209 | $64.1 萬 | 0.00% | −5,032−23.7% | 減碼 |
| Pinkerton Retirement Specialists, LLC | 16,274 | $64.4 萬 | 0.12% | +8,121+99.6% | 加碼 |
| PDT Partners, LLC | 16,600 | $65.7 萬 | 0.09% | +1,110+7.2% | 加碼 |
| BNP Paribas Arbitrage, SA | 16,775 | $66.4 萬 | 0.00% | −88,875−84.1% | 減碼 |
| Greenleaf Trust | 16,872 | $66.7 萬 | 0.01% | +139+0.8% | 加碼 |
| Securian Asset Management, Inc | 17,031 | $67.4 萬 | 0.02% | −136−0.8% | 減碼 |
| Ethic Inc. | 17,683 | $70.0 萬 | 0.03% | +5,230+42.0% | 加碼 |
| Cetera Investment Advisers | 17,754 | $70.2 萬 | 0.01% | +2,289+14.8% | 加碼 |
| Kiwi Wealth Investments Limited Partnership | 18,033 | $71.3 萬 | 0.05% | −36,833−67.1% | 減碼 |
| XML Financial, LLC | 19,150 | $74.2 萬 | 0.09% | −950−4.7% | 減碼 |
| MML Investors Services, LLC | 19,038 | $75.3 萬 | 0.01% | +326+1.7% | 加碼 |
| Mercer Global Advisors Inc | 19,165 | $75.8 萬 | 0.00% | −2,596−11.9% | 減碼 |
| First Republic Investment Management, Inc. | 19,175 | $75.9 萬 | 0.00% | +526+2.8% | 加碼 |
| Los Angeles Capital Management LLC | 19,393 | $76.7 萬 | 0.00% | −327,936−94.4% | 減碼 |
| Aviva PLC | 19,508 | $77.2 萬 | 0.00% | +19,508 | 新進 |
| Vestcor Inc | 20,049 | $79.3 萬 | 0.03% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 20,062 | $79.4 萬 | 0.02% | +124+0.6% | 加碼 |
| M&T Bank Corp | 20,689 | $81.8 萬 | 0.00% | −106−0.5% | 減碼 |
| SG Americas Securities, LLC | 20,758 | $82.1 萬 | 0.01% | +8,637+71.3% | 加碼 |
| Aquila Investment Management LLC | 21,000 | $83.1 萬 | 0.69% | +21,000 | 新進 |
| Natixis Advisors, L.P. | 21,057 | $83.3 萬 | 0.00% | +1,534+7.9% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 21,199 | $83.9 萬 | 0.00% | −36,505−63.3% | 減碼 |
| Cambria Investment Management, L.P. | 21,344 | $84.4 萬 | 0.07% | −16,928−44.2% | 減碼 |
| Oppenheimer & Co Inc | 21,422 | $84.7 萬 | 0.02% | −5,743−21.1% | 減碼 |
| Stephens Inc | 22,005 | $87.1 萬 | 0.02% | −2,325−9.6% | 減碼 |
| Affinity Investment Advisors, LLC | 22,148 | $87.6 萬 | 0.47% | −6,959−23.9% | 減碼 |
| Edgestream Partners, L.P. | 22,186 | $87.8 萬 | 0.10% | −46,073−67.5% | 減碼 |
| Lifestyle Asset Management, Inc. | 22,678 | $89.7 萬 | 0.60% | +22,678 | 新進 |
| Signaturefd, LLC | 22,897 | $90.6 萬 | 0.02% | +861+3.9% | 加碼 |
| Pictet Asset Management SA | 24,233 | $95.9 萬 | 0.00% | −91−0.4% | 減碼 |
| Abacus Planning Group, Inc. | 24,448 | $96.7 萬 | 0.25% | −133−0.5% | 減碼 |
| Vident Investment Advisory, LLC | 24,599 | $97.3 萬 | 0.03% | +9,609+64.1% | 加碼 |
| Engineers Gate Manager LP | 24,893 | $98.5 萬 | 0.04% | +16,473+195.6% | 加碼 |
| State of Wisconsin Investment Board | 25,059 | $99.1 萬 | 0.00% | +127+0.5% | 加碼 |
| Westpac Banking Corp | 25,184 | $99.6 萬 | 0.01% | +229+0.9% | 加碼 |
| Xponance, Inc. | 25,222 | $99.8 萬 | 0.01% | +59+0.2% | 加碼 |
| CIBC World Markets Inc. | 25,481 | $100.8 萬 | 0.00% | +25,481 | 新進 |
| Waterfront Wealth Inc. | 25,709 | $101.7 萬 | 0.33% | +1,640+6.8% | 加碼 |
| Pearl River Capital, LLC | 25,709 | $101.7 萬 | 0.16% | −13,622−34.6% | 減碼 |
| State of Alaska, Department of Revenue | 25,765 | $101.9 萬 | 0.01% | −325−1.2% | 減碼 |
| Boxwood Ventures, Inc. | 26,039 | $103.0 萬 | 2.13% | +26,039 | 新進 |
| Neuberger Berman Group LLC | 26,274 | $103.9 萬 | 0.00% | +1,096+4.4% | 加碼 |
| GPS Wealth Strategies Group, LLC | 26,370 | $104.3 萬 | 0.22% | +432+1.7% | 加碼 |
| MorganRosel Wealth Management, LLC | 26,981 | $106.7 萬 | 0.46% | −2,387−8.1% | 減碼 |
| Nations Financial Group Inc, | 27,333 | $108.1 萬 | 0.11% | +571+2.1% | 加碼 |