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 |
|---|---|---|---|---|---|
| Savant Capital, LLC | 7,661 | $36.5 萬 | 0.01% | +171+2.3% | 加碼 |
| CAPROCK Group, Inc. | 7,683 | $36.6 萬 | 0.03% | +886+13.0% | 加碼 |
| GWM Advisors LLC | 7,720 | $36.8 萬 | 0.00% | −123−1.6% | 減碼 |
| Eqis Capital Management, Inc. | 7,839 | $37.4 萬 | 0.04% | +110+1.4% | 加碼 |
| J.W. Cole Advisors, Inc. | 7,996 | $38.1 萬 | 0.03% | +71+0.9% | 加碼 |
| Aristides Capital LLC | 8,000 | $38.2 萬 | 0.23% | +8,000 | 新進 |
| Commerce Bank | 8,005 | $38.2 萬 | 0.00% | 00.0% | 不變 |
| BancorpSouth Bank | 8,027 | $38.3 萬 | 0.03% | 00.0% | 不變 |
| TFB Advisors LLC | 8,065 | $38.5 萬 | 0.17% | +1,405+21.1% | 加碼 |
| Northwestern Mutual Wealth Management Co | 8,152 | $38.9 萬 | 0.00% | +813+11.1% | 加碼 |
| United Capital Financial Advisers, LLC | 8,393 | $40.0 萬 | 0.00% | −6,354−43.1% | 減碼 |
| Jump Financial, LLC | 8,531 | $40.7 萬 | 0.01% | +8,531 | 新進 |
| Pathstone Family Office, LLC | 8,619 | $40.8 萬 | 0.01% | −1,254−12.7% | 減碼 |
| Newport Capital Group, LLC | 8,788 | $41.9 萬 | 0.21% | +8,788 | 新進 |
| Ieq Capital, LLC | 8,845 | $42.2 萬 | 0.01% | +825+10.3% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 9,078 | $43.3 萬 | 0.00% | −475−5.0% | 減碼 |
| Proequities, Inc. | 9,115 | $43.5 萬 | 0.03% | +4,436+94.8% | 加碼 |
| Shelton Capital Management | 9,191 | $43.8 萬 | 0.02% | −203−2.2% | 減碼 |
| Echo Street Capital Management LLC | 9,360 | $44.6 萬 | 0.00% | −2,158−18.7% | 減碼 |
| Edgestream Partners, L.P. | 9,398 | $44.8 萬 | 0.04% | −12,788−57.6% | 減碼 |
| Campion Asset Management LLC | 9,470 | $45.2 萬 | 0.40% | +415+4.6% | 加碼 |
| Wetherby Asset Management Inc | 9,737 | $46.4 萬 | 0.03% | +300+3.2% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 9,776 | $46.6 萬 | 0.04% | +9,776 | 新進 |
| HM Payson & Co | 9,830 | $46.9 萬 | 0.01% | 00.0% | 不變 |
| New York Life Investment Management LLC | 9,866 | $47.1 萬 | 0.00% | +9,866 | 新進 |
| State of Wyoming | 9,886 | $47.2 萬 | 0.14% | +2,699+37.6% | 加碼 |
| National Bank of Canada | 9,954 | $47.5 萬 | 0.00% | −5,376−35.1% | 減碼 |
| Kapitalo Investimentos Ltda | 9,955 | $47.5 萬 | 0.09% | +9,955 | 新進 |
| Kestra Advisory Services, LLC | 9,997 | $47.7 萬 | 0.00% | +244+2.5% | 加碼 |
| Arnhold LLC | 10,000 | $47.7 萬 | 0.05% | 00.0% | 不變 |
| Beacon Pointe Advisors, LLC | 10,027 | $47.8 萬 | 0.01% | −1,751−14.9% | 減碼 |
| Advisors Asset Management, Inc. | 10,299 | $49.1 萬 | 0.01% | +30+0.3% | 加碼 |
| Stokes Family Office, LLC | 10,395 | $49.6 萬 | 0.06% | +3,898+60.0% | 加碼 |
| Lingohr & Partner Asset Management GmbH | 10,600 | $50.2 萬 | 1.28% | 00.0% | 不變 |
| Symmetry Partners, LLC | 10,524 | $50.2 萬 | 0.03% | +10,524 | 新進 |
| Pitcairn Co | 10,556 | $50.4 萬 | 0.04% | +168+1.6% | 加碼 |
| Csenge Advisory Group | 10,591 | $50.5 萬 | 0.03% | +5,300+100.2% | 加碼 |
| Mutual Advisors, LLC | 10,608 | $50.6 萬 | 0.02% | +1,243+13.3% | 加碼 |
| Clarius Group, LLC | 10,628 | $50.7 萬 | 0.04% | 00.0% | 不變 |
| Utah Retirement Systems | 10,700 | $51.0 萬 | 0.01% | 00.0% | 不變 |
| Old National Bancorp | 10,716 | $51.1 萬 | 0.01% | +1,360+14.5% | 加碼 |
| ProShare Advisors LLC | 10,821 | $51.6 萬 | 0.00% | −304−2.7% | 減碼 |
| Pinkerton Retirement Specialists, LLC | 10,833 | $51.7 萬 | 0.10% | −5,441−33.4% | 減碼 |
| Baird Financial Group, Inc. | 10,946 | $52.2 萬 | 0.00% | +288+2.7% | 加碼 |
| Accurate Wealth Management, LLC | 11,139 | $52.7 萬 | 0.16% | −518−4.4% | 減碼 |
| Financial Advisory Service, Inc. | 11,138 | $53.1 萬 | 0.07% | +73+0.7% | 加碼 |
| Veritable, L.P. | 11,272 | $53.8 萬 | 0.01% | +558+5.2% | 加碼 |
| Veriti Management LLC | 11,528 | $55.0 萬 | 0.06% | +5,128+80.1% | 加碼 |
| Bessemer Group Inc | 11,545 | $55.1 萬 | 0.00% | +1,250+12.1% | 加碼 |
| National Asset Management, Inc. | 11,689 | $55.8 萬 | 0.01% | +777+7.1% | 加碼 |
| Sigma Planning Corp | 11,741 | $56.0 萬 | 0.02% | −28,326−70.7% | 減碼 |
| CSS LLC | 12,100 | $57.7 萬 | 0.04% | +2,600+27.4% | 加碼 |
| United Services Automobile Association | 12,291 | $58.6 萬 | 0.02% | +1,227+11.1% | 加碼 |
| First Citizens Bank & Trust Co | 12,346 | $58.9 萬 | 0.01% | +2,826+29.7% | 加碼 |
| Patten & Patten Inc | 12,351 | $58.9 萬 | 0.05% | −250−2.0% | 減碼 |
| Coldstream Capital Management Inc | 12,503 | $59.6 萬 | 0.02% | −793−6.0% | 減碼 |
| Relative Value Partners Group, LLC | 12,550 | $59.9 萬 | 0.04% | 00.0% | 不變 |
| Boxwood Ventures, Inc. | 12,657 | $60.4 萬 | 1.15% | −13,382−51.4% | 減碼 |
| Park Avenue Securities LLC | 13,122 | $62.6 萬 | 0.01% | +13,122 | 新進 |
| BNP Paribas Arbitrage, SA | 13,142 | $62.7 萬 | 0.00% | −3,633−21.7% | 減碼 |
| Dumont & Blake Investment Advisors LLC | 13,320 | $63.5 萬 | 0.21% | −350−2.6% | 減碼 |
| Mercer Global Advisors Inc | 13,328 | $63.6 萬 | 0.00% | −5,837−30.5% | 減碼 |
| Neumann Capital Management, LLC | 13,883 | $66.2 萬 | 0.27% | 00.0% | 不變 |
| Diversified Trust Co | 14,075 | $67.1 萬 | 0.02% | +548+4.1% | 加碼 |
| Measured Wealth Private Client Group, LLC | 14,415 | $68.8 萬 | 0.26% | +1,484+11.5% | 加碼 |
| BOS Asset Management, LLC | 14,438 | $68.9 萬 | 0.53% | +128+0.9% | 加碼 |
| Portman Square Capital LLP | 14,470 | $69.0 萬 | 0.12% | +4,320+42.6% | 加碼 |
| Evergreen Capital Management LLC | 14,686 | $70.1 萬 | 0.03% | +141+1.0% | 加碼 |
| Gotham Asset Management, LLC | 14,695 | $70.1 萬 | 0.02% | +2,571+21.2% | 加碼 |
| Carret Asset Management, LLC | 14,797 | $70.6 萬 | 0.09% | −140−0.9% | 減碼 |
| Maryland State Retirement & Pension System | 14,997 | $71.5 萬 | 0.02% | −1,194−7.4% | 減碼 |
| Atlas Capital Advisors LLC | 15,353 | $73.2 萬 | 0.11% | −599−3.8% | 減碼 |
| Tower Research Capital LLC (TRC) | 15,376 | $73.3 萬 | 0.02% | −12,734−45.3% | 減碼 |
| Advisory Research Inc | 15,390 | $73.4 萬 | 0.09% | +626+4.2% | 加碼 |
| Estate Counselors, LLC | 15,555 | $74.2 萬 | 0.09% | 00.0% | 不變 |
| State of Wisconsin Investment Board | 15,622 | $74.5 萬 | 0.00% | −9,437−37.7% | 減碼 |
| AE Wealth Management LLC | 15,640 | $74.6 萬 | 0.00% | −382,368−96.1% | 減碼 |
| Coombe, Bender & Co LLC | 15,669 | $74.7 萬 | 0.54% | +449+3.0% | 加碼 |
| Greenleaf Trust | 15,803 | $75.4 萬 | 0.01% | −1,069−6.3% | 減碼 |
| Cetera Advisor Networks LLC | 15,939 | $76.0 萬 | 0.01% | +2,166+15.7% | 加碼 |
| Vident Investment Advisory, LLC | 16,114 | $76.9 萬 | 0.03% | −8,485−34.5% | 減碼 |
| Steward Partners Investment Advisory, LLC | 16,310 | $77.8 萬 | 0.01% | +159+1.0% | 加碼 |
| Securian Asset Management, Inc | 16,502 | $78.7 萬 | 0.02% | −529−3.1% | 減碼 |
| Paradigm Financial Partners, LLC | 17,118 | $81.7 萬 | 0.22% | +17,118 | 新進 |
| Toronto Dominion Bank | 17,200 | $82.0 萬 | 0.00% | −28,500−62.4% | 減碼 |
| Ethic Inc. | 17,272 | $82.4 萬 | 0.03% | −411−2.3% | 減碼 |
| MorganRosel Wealth Management, LLC | 17,277 | $82.4 萬 | 0.34% | −9,704−36.0% | 減碼 |
| Cambria Investment Management, L.P. | 17,296 | $82.5 萬 | 0.07% | −4,048−19.0% | 減碼 |
| Los Angeles Capital Management LLC | 17,313 | $82.6 萬 | 0.00% | −2,080−10.7% | 減碼 |
| Pearl River Capital, LLC | 17,327 | $82.6 萬 | 0.13% | −8,382−32.6% | 減碼 |
| Aviva PLC | 17,678 | $84.3 萬 | 0.00% | −1,830−9.4% | 減碼 |
| Centiva Capital, LP | 17,834 | $85.1 萬 | 0.04% | −30,225−62.9% | 減碼 |
| Kiwi Wealth Investments Limited Partnership | 18,033 | $86.0 萬 | 0.05% | 00.0% | 不變 |
| Exchange Traded Concepts, LLC | 19,840 | $94.6 萬 | 0.02% | +4,408+28.6% | 加碼 |
| XML Financial, LLC | 19,890 | $94.9 萬 | 0.11% | +740+3.9% | 加碼 |
| Crossmark Global Holdings, Inc. | 19,453 | $95.0 萬 | 0.02% | −609−3.0% | 減碼 |
| Stephens Inc | 19,982 | $95.3 萬 | 0.02% | −2,023−9.2% | 減碼 |
| Vestcor Inc | 20,049 | $95.6 萬 | 0.03% | 00.0% | 不變 |
| M&T Bank Corp | 20,466 | $97.6 萬 | 0.00% | −223−1.1% | 減碼 |
| MML Investors Services, LLC | 20,928 | $99.8 萬 | 0.01% | +1,890+9.9% | 加碼 |