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 2 季 13F 持有人
Unum Group 在 2023/6/30 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
- 557
- 較 2023 年第 1 季 +34 家
- 持有股數
- 1.67 億
- 較 2023 年第 1 季 −88.8 萬 (−0.5%)
- 總市值
- $79.7 億
- 較 2023 年第 1 季 +$13.2 億 (+19.9%)
- 新進機構
- 81
- 另有 183 家加碼
- 清倉機構
- 47
- 另有 202 家減碼
另有 4 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 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 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 1,172 | $5.59 萬 | 0.01% | +26+2.3% | 加碼 |
| Whittier Trust Co of Nevada Inc | 1,307 | $6.23 萬 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 1,398 | $6.67 萬 | 0.00% | +549+64.7% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 1,540 | $7.30 萬 | 0.00% | −400−20.6% | 減碼 |
| Lindbrook Capital, LLC | 1,607 | $7.67 萬 | 0.01% | +37+2.4% | 加碼 |
| GeoWealth Management, LLC | 1,732 | $8.20 萬 | 0.01% | +1,682+3,364.0% | 加碼 |
| South State Corp. | 1,828 | $8.72 萬 | 0.01% | 00.0% | 不變 |
| New England Capital Financial Advisors LLC | 1,904 | $9.08 萬 | 0.06% | 00.0% | 不變 |
| Founders Capital Management | 2,034 | $9.70 萬 | 0.07% | +210+11.5% | 加碼 |
| Cullen/Frost Bankers, Inc. | 2,100 | $10.0 萬 | 0.00% | 00.0% | 不變 |
| Covestor Ltd | 2,169 | $10.3 萬 | 0.08% | −338−13.5% | 減碼 |
| Private Trust Co NA | 2,213 | $10.6 萬 | 0.01% | +549+33.0% | 加碼 |
| Edmond de Rothschild Holding S.A. | 2,367 | $11.3 萬 | 0.00% | −247−9.4% | 減碼 |
| Proffitt & Goodson Inc | 2,393 | $11.4 萬 | 0.02% | 00.0% | 不變 |
| Allworth Financial LP | 2,456 | $11.7 萬 | 0.00% | +596+32.0% | 加碼 |
| Counterpoint Mutual Funds LLC | 2,676 | $12.8 萬 | 0.12% | +2,676 | 新進 |
| West Branch Capital LLC | 2,709 | $12.9 萬 | 0.06% | 00.0% | 不變 |
| C M Bidwell & Associates Ltd | 2,714 | $12.9 萬 | 0.09% | 00.0% | 不變 |
| CWM, LLC | 2,778 | $13.3 萬 | 0.00% | −1,590−36.4% | 減碼 |
| Nomura Asset Management Co Ltd | 2,910 | $13.9 萬 | 0.00% | 00.0% | 不變 |
| Loomis Sayles & Co L P | 2,939 | $14.0 萬 | 0.00% | −1,019−25.7% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,980 | $14.2 萬 | 0.00% | +2,980 | 新進 |
| Hanson & Doremus Investment Management | 3,559 | $17.0 萬 | 0.04% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 3,672 | $17.5 萬 | 0.02% | −189−4.9% | 減碼 |
| Parallel Advisors, LLC | 3,760 | $17.9 萬 | 0.01% | +474+14.4% | 加碼 |
| Fifth Third Bancorp | 3,905 | $18.6 萬 | 0.00% | −714−15.5% | 減碼 |
| Cambridge Trust Co | 4,000 | $19.1 萬 | 0.01% | 00.0% | 不變 |
| Erste Asset Management GmbH | 4,100 | $19.5 萬 | 0.00% | 00.0% | 不變 |
| HHM Wealth Advisors, LLC | 4,110 | $19.6 萬 | 0.04% | 00.0% | 不變 |
| JJJ Advisors Inc. | 4,122 | $19.7 萬 | 0.05% | +381+10.2% | 加碼 |
| SG Americas Securities, LLC | 4,144 | $19.8 萬 | 0.00% | −16,614−80.0% | 減碼 |
| Jacobi Capital Management LLC | 4,196 | $20.0 萬 | 0.02% | +4,196 | 新進 |
| Meeder Advisory Services, Inc. | 4,231 | $20.2 萬 | 0.02% | +4,231 | 新進 |
| Summit Trail Advisors, LLC | 4,232 | $20.2 萬 | 0.01% | +4,232 | 新進 |
| IFP Advisors, Inc | 5,218 | $20.4 萬 | 0.01% | +2,212+73.6% | 加碼 |
| NorthRock Partners, LLC | 4,295 | $20.5 萬 | 0.02% | +4,295 | 新進 |
| Delta Asset Management LLC | 4,325 | $20.6 萬 | 0.02% | +4,325 | 新進 |
| Tiedemann Advisors, LLC | 4,579 | $21.8 萬 | 0.01% | +4,579 | 新進 |
| Bailard, Inc. | 4,600 | $21.9 萬 | 0.01% | +4,600 | 新進 |
| Verdence Capital Advisors LLC | 4,744 | $22.6 萬 | 0.03% | +4,744 | 新進 |
| Toth Financial Advisory Corp | 4,758 | $22.7 萬 | 0.03% | 00.0% | 不變 |
| KBC Group NV | 4,785 | $22.8 萬 | 0.00% | 00.0% | 不變 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,780 | $22.8 萬 | 0.06% | +4,780 | 新進 |
| Bank of Nova Scotia | 4,927 | $23.5 萬 | 0.00% | −3,732−43.1% | 減碼 |
| V Wealth Advisors LLC | 4,975 | $23.7 萬 | 0.04% | +4,975 | 新進 |
| Prossimo Advisors, LLC | 4,990 | $23.8 萬 | 0.23% | +4,990 | 新進 |
| D.A. Davidson & Co. | 4,989 | $23.8 萬 | 0.00% | −279−5.3% | 減碼 |
| Watershed Asset Management, L.L.C. | 5,033 | $24.0 萬 | 0.30% | −1,431−22.1% | 減碼 |
| FourThought Financial Partners, LLC | 5,052 | $24.1 萬 | 0.03% | −20−0.4% | 減碼 |
| GTS Securities LLC | 5,057 | $24.1 萬 | 0.01% | +5,057 | 新進 |
| Coastal Investment Advisors, Inc. | 5,099 | $24.3 萬 | 0.05% | +14+0.3% | 加碼 |
| Paragon Capital Management Ltd | 5,160 | $24.6 萬 | 0.05% | −1,488−22.4% | 減碼 |
| Raymond James Trust N.A. | 5,211 | $24.9 萬 | 0.01% | +5,211 | 新進 |
| Mather Group, LLC. | 5,267 | $25.1 萬 | 0.00% | +5,267 | 新進 |
| Lion Street Advisors, LLC | 10,070 | $25.6 萬 | 0.09% | +50+0.5% | 加碼 |
| Alpha Cubed Investments, LLC | 5,500 | $26.2 萬 | 0.02% | 00.0% | 不變 |
| Westover Capital Advisors, LLC | 5,543 | $26.4 萬 | 0.09% | +5,543 | 新進 |
| Coastline Trust Co | 5,570 | $26.6 萬 | 0.04% | 00.0% | 不變 |
| DuPont Capital Management Corp | 5,576 | $26.6 萬 | 0.01% | −634−10.2% | 減碼 |
| Wintrust Investments LLC | 5,570 | $26.6 萬 | 0.03% | +5,570 | 新進 |
| Profund Advisors LLC | 5,584 | $26.6 萬 | 0.01% | −1,130−16.8% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 5,607 | $26.7 萬 | 0.05% | +234+4.4% | 加碼 |
| Paulson Wealth Management Inc. | 5,656 | $27.0 萬 | 0.09% | +5,656 | 新進 |
| Fountainhead AM, LLC | 5,666 | $27.0 萬 | 0.10% | +40+0.7% | 加碼 |
| Cobblestone Capital Advisors LLC | 5,668 | $27.0 萬 | 0.02% | 00.0% | 不變 |
| MBM Wealth Consultants, LLC | 5,715 | $27.2 萬 | 0.12% | +1,921+50.6% | 加碼 |
| CIBC Asset Management Inc | 5,702 | $27.2 萬 | 0.00% | +52+0.9% | 加碼 |
| TownSquare Capital, LLC | 5,745 | $27.4 萬 | 0.01% | +101+1.8% | 加碼 |
| IHT Wealth Management, LLC | 5,762 | $27.5 萬 | 0.01% | +31+0.5% | 加碼 |
| TriaGen Wealth Management LLC | 5,838 | $27.8 萬 | 0.13% | +43+0.7% | 加碼 |
| Glenview Trust Co | 5,863 | $28.0 萬 | 0.01% | 00.0% | 不變 |
| Shell Asset Management Co | 5,948 | $28.4 萬 | 0.01% | −34−0.6% | 減碼 |
| Aigen Investment Management, LP | 6,029 | $28.8 萬 | 0.04% | −134−2.2% | 減碼 |
| Dynamic Technology Lab Private Ltd | 6,084 | $29.0 萬 | 0.04% | −61,066−90.9% | 減碼 |
| J. W. Coons Advisors, LLC | 6,085 | $29.0 萬 | 0.08% | +40+0.7% | 加碼 |
| Quent Capital, LLC | 6,122 | $29.2 萬 | 0.05% | +8+0.1% | 加碼 |
| Forum Financial Management, LP | 6,195 | $29.6 萬 | 0.01% | −25−0.4% | 減碼 |
| Qsemble Capital Management, LP | 6,300 | $30.1 萬 | 0.21% | +6,300 | 新進 |
| Crawford Investment Counsel Inc | 6,326 | $30.2 萬 | 0.01% | 00.0% | 不變 |
| Regions Financial Corp | 6,328 | $30.2 萬 | 0.00% | 00.0% | 不變 |
| Umb Bank N A | 6,354 | $30.3 萬 | 0.00% | −112−1.7% | 減碼 |
| Boston Private Wealth LLC | 6,394 | $30.5 萬 | 0.01% | +394+6.6% | 加碼 |
| Strategic Investment Advisors | 6,536 | $31.2 萬 | 0.04% | +627+10.6% | 加碼 |
| Capula Management Ltd | 6,660 | $31.8 萬 | 0.04% | +6,660 | 新進 |
| Ballentine Partners, LLC | 6,812 | $32.5 萬 | 0.01% | +504+8.0% | 加碼 |
| Winton Group Ltd | 6,924 | $33.0 萬 | 0.03% | −30,337−81.4% | 減碼 |
| Petrus Trust Company, LTA | 6,971 | $33.3 萬 | 0.04% | +6,971 | 新進 |
| Hanlon Investment Management, Inc. | 7,003 | $33.4 萬 | 0.10% | −468−6.3% | 減碼 |
| Sawtooth Solutions, LLC | 7,038 | $33.6 萬 | 0.01% | +649+10.2% | 加碼 |
| Bleakley Financial Group, LLC | 7,104 | $33.9 萬 | 0.01% | +715+11.2% | 加碼 |
| Atria Wealth Solutions, Inc. | 7,182 | $34.3 萬 | 0.00% | −351−4.7% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 7,240 | $34.5 萬 | 0.03% | 00.0% | 不變 |
| Bayesian Capital Management, LP | 7,300 | $34.8 萬 | 0.04% | −30,600−80.7% | 減碼 |
| Investors Asset Management of Georgia Inc | 7,325 | $34.9 萬 | 0.18% | 00.0% | 不變 |
| Means Investment Co., Inc. | 7,437 | $35.5 萬 | 0.06% | +42+0.6% | 加碼 |
| Kingsview Wealth Management, LLC | 7,487 | $35.7 萬 | 0.01% | −37,182−83.2% | 減碼 |
| Patten Group, Inc. | 7,538 | $36.0 萬 | 0.10% | −647−7.9% | 減碼 |
| My Legacy Advisors, LLC | 7,640 | $36.3 萬 | 0.14% | +7,640 | 新進 |
| Campbell & CO Investment Adviser LLC | 7,643 | $36.5 萬 | 0.06% | +7,643 | 新進 |
| SageView Advisory Group, LLC | 7,648 | $36.5 萬 | 0.02% | +7,648 | 新進 |