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 |
|---|---|---|---|---|---|
| Coldstream Capital Management Inc | 12,503 | $59.6 萬 | 0.02% | −793−6.0% | 減碼 |
| Patten & Patten Inc | 12,351 | $58.9 萬 | 0.05% | −250−2.0% | 減碼 |
| First Citizens Bank & Trust Co | 12,346 | $58.9 萬 | 0.01% | +2,826+29.7% | 加碼 |
| United Services Automobile Association | 12,291 | $58.6 萬 | 0.02% | +1,227+11.1% | 加碼 |
| CSS LLC | 12,100 | $57.7 萬 | 0.04% | +2,600+27.4% | 加碼 |
| Sigma Planning Corp | 11,741 | $56.0 萬 | 0.02% | −28,326−70.7% | 減碼 |
| National Asset Management, Inc. | 11,689 | $55.8 萬 | 0.01% | +777+7.1% | 加碼 |
| Bessemer Group Inc | 11,545 | $55.1 萬 | 0.00% | +1,250+12.1% | 加碼 |
| Veriti Management LLC | 11,528 | $55.0 萬 | 0.06% | +5,128+80.1% | 加碼 |
| Veritable, L.P. | 11,272 | $53.8 萬 | 0.01% | +558+5.2% | 加碼 |
| Financial Advisory Service, Inc. | 11,138 | $53.1 萬 | 0.07% | +73+0.7% | 加碼 |
| Accurate Wealth Management, LLC | 11,139 | $52.7 萬 | 0.16% | −518−4.4% | 減碼 |
| Baird Financial Group, Inc. | 10,946 | $52.2 萬 | 0.00% | +288+2.7% | 加碼 |
| Pinkerton Retirement Specialists, LLC | 10,833 | $51.7 萬 | 0.10% | −5,441−33.4% | 減碼 |
| ProShare Advisors LLC | 10,821 | $51.6 萬 | 0.00% | −304−2.7% | 減碼 |
| Old National Bancorp | 10,716 | $51.1 萬 | 0.01% | +1,360+14.5% | 加碼 |
| Utah Retirement Systems | 10,700 | $51.0 萬 | 0.01% | 00.0% | 不變 |
| Clarius Group, LLC | 10,628 | $50.7 萬 | 0.04% | 00.0% | 不變 |
| Mutual Advisors, LLC | 10,608 | $50.6 萬 | 0.02% | +1,243+13.3% | 加碼 |
| Csenge Advisory Group | 10,591 | $50.5 萬 | 0.03% | +5,300+100.2% | 加碼 |
| Pitcairn Co | 10,556 | $50.4 萬 | 0.04% | +168+1.6% | 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 |
| Stokes Family Office, LLC | 10,395 | $49.6 萬 | 0.06% | +3,898+60.0% | 加碼 |
| Advisors Asset Management, Inc. | 10,299 | $49.1 萬 | 0.01% | +30+0.3% | 加碼 |
| Beacon Pointe Advisors, LLC | 10,027 | $47.8 萬 | 0.01% | −1,751−14.9% | 減碼 |
| Arnhold LLC | 10,000 | $47.7 萬 | 0.05% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 9,997 | $47.7 萬 | 0.00% | +244+2.5% | 加碼 |
| Kapitalo Investimentos Ltda | 9,955 | $47.5 萬 | 0.09% | +9,955 | 新進 |
| National Bank of Canada | 9,954 | $47.5 萬 | 0.00% | −5,376−35.1% | 減碼 |
| State of Wyoming | 9,886 | $47.2 萬 | 0.14% | +2,699+37.6% | 加碼 |
| New York Life Investment Management LLC | 9,866 | $47.1 萬 | 0.00% | +9,866 | 新進 |
| HM Payson & Co | 9,830 | $46.9 萬 | 0.01% | 00.0% | 不變 |
| Ashton Thomas Private Wealth, LLC | 9,776 | $46.6 萬 | 0.04% | +9,776 | 新進 |
| Wetherby Asset Management Inc | 9,737 | $46.4 萬 | 0.03% | +300+3.2% | 加碼 |
| Campion Asset Management LLC | 9,470 | $45.2 萬 | 0.40% | +415+4.6% | 加碼 |
| Edgestream Partners, L.P. | 9,398 | $44.8 萬 | 0.04% | −12,788−57.6% | 減碼 |
| Echo Street Capital Management LLC | 9,360 | $44.6 萬 | 0.00% | −2,158−18.7% | 減碼 |
| Shelton Capital Management | 9,191 | $43.8 萬 | 0.02% | −203−2.2% | 減碼 |
| Proequities, Inc. | 9,115 | $43.5 萬 | 0.03% | +4,436+94.8% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 9,078 | $43.3 萬 | 0.00% | −475−5.0% | 減碼 |
| Ieq Capital, LLC | 8,845 | $42.2 萬 | 0.01% | +825+10.3% | 加碼 |
| Newport Capital Group, LLC | 8,788 | $41.9 萬 | 0.21% | +8,788 | 新進 |
| Pathstone Family Office, LLC | 8,619 | $40.8 萬 | 0.01% | −1,254−12.7% | 減碼 |
| Jump Financial, LLC | 8,531 | $40.7 萬 | 0.01% | +8,531 | 新進 |
| United Capital Financial Advisers, LLC | 8,393 | $40.0 萬 | 0.00% | −6,354−43.1% | 減碼 |
| Northwestern Mutual Wealth Management Co | 8,152 | $38.9 萬 | 0.00% | +813+11.1% | 加碼 |
| TFB Advisors LLC | 8,065 | $38.5 萬 | 0.17% | +1,405+21.1% | 加碼 |
| BancorpSouth Bank | 8,027 | $38.3 萬 | 0.03% | 00.0% | 不變 |
| Commerce Bank | 8,005 | $38.2 萬 | 0.00% | 00.0% | 不變 |
| Aristides Capital LLC | 8,000 | $38.2 萬 | 0.23% | +8,000 | 新進 |
| J.W. Cole Advisors, Inc. | 7,996 | $38.1 萬 | 0.03% | +71+0.9% | 加碼 |
| Eqis Capital Management, Inc. | 7,839 | $37.4 萬 | 0.04% | +110+1.4% | 加碼 |
| GWM Advisors LLC | 7,720 | $36.8 萬 | 0.00% | −123−1.6% | 減碼 |
| CAPROCK Group, Inc. | 7,683 | $36.6 萬 | 0.03% | +886+13.0% | 加碼 |
| Savant Capital, LLC | 7,661 | $36.5 萬 | 0.01% | +171+2.3% | 加碼 |
| SageView Advisory Group, LLC | 7,648 | $36.5 萬 | 0.02% | +7,648 | 新進 |
| Campbell & CO Investment Adviser LLC | 7,643 | $36.5 萬 | 0.06% | +7,643 | 新進 |
| My Legacy Advisors, LLC | 7,640 | $36.3 萬 | 0.14% | +7,640 | 新進 |
| Patten Group, Inc. | 7,538 | $36.0 萬 | 0.10% | −647−7.9% | 減碼 |
| Kingsview Wealth Management, LLC | 7,487 | $35.7 萬 | 0.01% | −37,182−83.2% | 減碼 |
| Means Investment Co., Inc. | 7,437 | $35.5 萬 | 0.06% | +42+0.6% | 加碼 |
| Investors Asset Management of Georgia Inc | 7,325 | $34.9 萬 | 0.18% | 00.0% | 不變 |
| Bayesian Capital Management, LP | 7,300 | $34.8 萬 | 0.04% | −30,600−80.7% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 7,240 | $34.5 萬 | 0.03% | 00.0% | 不變 |
| Atria Wealth Solutions, Inc. | 7,182 | $34.3 萬 | 0.00% | −351−4.7% | 減碼 |
| Bleakley Financial Group, LLC | 7,104 | $33.9 萬 | 0.01% | +715+11.2% | 加碼 |
| Sawtooth Solutions, LLC | 7,038 | $33.6 萬 | 0.01% | +649+10.2% | 加碼 |
| Hanlon Investment Management, Inc. | 7,003 | $33.4 萬 | 0.10% | −468−6.3% | 減碼 |
| Petrus Trust Company, LTA | 6,971 | $33.3 萬 | 0.04% | +6,971 | 新進 |
| Winton Group Ltd | 6,924 | $33.0 萬 | 0.03% | −30,337−81.4% | 減碼 |
| Ballentine Partners, LLC | 6,812 | $32.5 萬 | 0.01% | +504+8.0% | 加碼 |
| Capula Management Ltd | 6,660 | $31.8 萬 | 0.04% | +6,660 | 新進 |
| Strategic Investment Advisors | 6,536 | $31.2 萬 | 0.04% | +627+10.6% | 加碼 |
| Boston Private Wealth LLC | 6,394 | $30.5 萬 | 0.01% | +394+6.6% | 加碼 |
| Umb Bank N A | 6,354 | $30.3 萬 | 0.00% | −112−1.7% | 減碼 |
| Regions Financial Corp | 6,328 | $30.2 萬 | 0.00% | 00.0% | 不變 |
| Crawford Investment Counsel Inc | 6,326 | $30.2 萬 | 0.01% | 00.0% | 不變 |
| Qsemble Capital Management, LP | 6,300 | $30.1 萬 | 0.21% | +6,300 | 新進 |
| Forum Financial Management, LP | 6,195 | $29.6 萬 | 0.01% | −25−0.4% | 減碼 |
| Quent Capital, LLC | 6,122 | $29.2 萬 | 0.05% | +8+0.1% | 加碼 |
| J. W. Coons Advisors, LLC | 6,085 | $29.0 萬 | 0.08% | +40+0.7% | 加碼 |
| Dynamic Technology Lab Private Ltd | 6,084 | $29.0 萬 | 0.04% | −61,066−90.9% | 減碼 |
| Aigen Investment Management, LP | 6,029 | $28.8 萬 | 0.04% | −134−2.2% | 減碼 |
| Shell Asset Management Co | 5,948 | $28.4 萬 | 0.01% | −34−0.6% | 減碼 |
| Glenview Trust Co | 5,863 | $28.0 萬 | 0.01% | 00.0% | 不變 |
| TriaGen Wealth Management LLC | 5,838 | $27.8 萬 | 0.13% | +43+0.7% | 加碼 |
| IHT Wealth Management, LLC | 5,762 | $27.5 萬 | 0.01% | +31+0.5% | 加碼 |
| TownSquare Capital, LLC | 5,745 | $27.4 萬 | 0.01% | +101+1.8% | 加碼 |
| CIBC Asset Management Inc | 5,702 | $27.2 萬 | 0.00% | +52+0.9% | 加碼 |
| MBM Wealth Consultants, LLC | 5,715 | $27.2 萬 | 0.12% | +1,921+50.6% | 加碼 |
| Cobblestone Capital Advisors LLC | 5,668 | $27.0 萬 | 0.02% | 00.0% | 不變 |
| Fountainhead AM, LLC | 5,666 | $27.0 萬 | 0.10% | +40+0.7% | 加碼 |
| Paulson Wealth Management Inc. | 5,656 | $27.0 萬 | 0.09% | +5,656 | 新進 |
| Patriot Financial Group Insurance Agency, LLC | 5,607 | $26.7 萬 | 0.05% | +234+4.4% | 加碼 |
| Profund Advisors LLC | 5,584 | $26.6 萬 | 0.01% | −1,130−16.8% | 減碼 |
| Wintrust Investments LLC | 5,570 | $26.6 萬 | 0.03% | +5,570 | 新進 |
| DuPont Capital Management Corp | 5,576 | $26.6 萬 | 0.01% | −634−10.2% | 減碼 |
| Coastline Trust Co | 5,570 | $26.6 萬 | 0.04% | 00.0% | 不變 |
| Westover Capital Advisors, LLC | 5,543 | $26.4 萬 | 0.09% | +5,543 | 新進 |