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 3 季 13F 持有人
Unum Group 在 2023/9/30 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
- 580
- 較 2023 年第 2 季 +27 家
- 持有股數
- 1.65 億
- 較 2023 年第 2 季 −220.5 萬 (−1.3%)
- 總市值
- $81.4 億
- 較 2023 年第 2 季 +$1.76 億 (+2.2%)
- 新進機構
- 67
- 另有 192 家加碼
- 清倉機構
- 40
- 另有 234 家減碼
另有 4 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Lindbrook Capital, LLC | 1,623 | $7.98 萬 | 0.01% | +16+1.0% | 加碼 |
| Newbridge Financial Services Group, Inc. | 1,639 | $8.06 萬 | 0.04% | +896+120.6% | 加碼 |
| GeoWealth Management, LLC | 1,654 | $8.20 萬 | 0.01% | −78−4.5% | 減碼 |
| Covestor Ltd | 1,689 | $8.30 萬 | 0.06% | −480−22.1% | 減碼 |
| New England Capital Financial Advisors LLC | 1,904 | $9.37 萬 | 0.06% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 2,038 | $9.81 萬 | 0.00% | +640+45.8% | 加碼 |
| Founders Capital Management | 2,045 | $10.1 萬 | 0.08% | +11+0.5% | 加碼 |
| Cullen/Frost Bankers, Inc. | 2,100 | $10.3 萬 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 2,130 | $10.5 萬 | 0.01% | −83−3.8% | 減碼 |
| Edmond de Rothschild Holding S.A. | 2,367 | $11.6 萬 | 0.00% | 00.0% | 不變 |
| Proffitt & Goodson Inc | 2,393 | $11.8 萬 | 0.02% | 00.0% | 不變 |
| Allworth Financial LP | 2,470 | $12.1 萬 | 0.00% | +14+0.6% | 加碼 |
| Counterpoint Mutual Funds LLC | 2,603 | $12.8 萬 | 0.11% | −73−2.7% | 減碼 |
| West Branch Capital LLC | 2,709 | $13.3 萬 | 0.07% | 00.0% | 不變 |
| Nomura Asset Management Co Ltd | 2,910 | $14.3 萬 | 0.00% | 00.0% | 不變 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,980 | $14.7 萬 | 0.00% | 00.0% | 不變 |
| C M Bidwell & Associates Ltd | 3,459 | $17.0 萬 | 0.13% | +745+27.5% | 加碼 |
| Hanson & Doremus Investment Management | 3,559 | $17.5 萬 | 0.04% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 3,621 | $17.8 萬 | 0.02% | −51−1.4% | 減碼 |
| Parallel Advisors, LLC | 3,719 | $18.3 萬 | 0.01% | −41−1.1% | 減碼 |
| Headinvest, LLC | 3,770 | $18.5 萬 | 0.04% | +3,770 | 新進 |
| Cambridge Trust Co | 4,000 | $19.7 萬 | 0.01% | 00.0% | 不變 |
| Brevan Howard Capital Management LP | 4,083 | $20.1 萬 | 0.06% | +4,083 | 新進 |
| Fifth Third Bancorp | 4,100 | $20.2 萬 | 0.00% | +195+5.0% | 加碼 |
| HHM Wealth Advisors, LLC | 4,110 | $20.2 萬 | 0.04% | 00.0% | 不變 |
| Stratos Wealth Partners, LTD. | 4,144 | $20.4 萬 | 0.00% | +4,144 | 新進 |
| Financial Counselors Inc | 4,165 | $20.5 萬 | 0.00% | +4,165 | 新進 |
| JJJ Advisors Inc. | 4,201 | $20.7 萬 | 0.05% | +79+1.9% | 加碼 |
| Summit Trail Advisors, LLC | 4,223 | $20.8 萬 | 0.01% | −9−0.2% | 減碼 |
| Jacobi Capital Management LLC | 4,227 | $20.8 萬 | 0.02% | +31+0.7% | 加碼 |
| Petrus Trust Company, LTA | 4,260 | $21.0 萬 | 0.02% | −2,711−38.9% | 減碼 |
| Delta Asset Management LLC | 4,325 | $21.3 萬 | 0.02% | 00.0% | 不變 |
| Wedmont Private Capital | 4,381 | $21.8 萬 | 0.02% | +4,381 | 新進 |
| BluePath Capital Management, LLC | 4,444 | $21.9 萬 | 0.20% | +4,444 | 新進 |
| NorthRock Partners, LLC | 4,482 | $22.0 萬 | 0.02% | +187+4.4% | 加碼 |
| D.A. Davidson & Co. | 4,504 | $22.2 萬 | 0.00% | −485−9.7% | 減碼 |
| Aigen Investment Management, LP | 4,527 | $22.3 萬 | 0.04% | −1,502−24.9% | 減碼 |
| Tiedemann Advisors, LLC | 4,579 | $22.5 萬 | 0.01% | 00.0% | 不變 |
| CWM, LLC | 4,592 | $22.6 萬 | 0.00% | +1,814+65.3% | 加碼 |
| Bailard, Inc. | 4,600 | $22.6 萬 | 0.01% | 00.0% | 不變 |
| Toth Financial Advisory Corp | 4,758 | $23.4 萬 | 0.04% | 00.0% | 不變 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,819 | $23.7 萬 | 0.06% | +39+0.8% | 加碼 |
| Boston Private Wealth LLC | 4,869 | $24.0 萬 | 0.01% | −1,525−23.9% | 減碼 |
| IFP Advisors, Inc | 4,873 | $24.0 萬 | 0.01% | −345−6.6% | 減碼 |
| Paragon Capital Management Ltd | 4,908 | $24.1 萬 | 0.05% | −252−4.9% | 減碼 |
| Prossimo Advisors, LLC | 4,940 | $24.3 萬 | 0.57% | −50−1.0% | 減碼 |
| Coastal Investment Advisors, Inc. | 5,099 | $24.3 萬 | 0.06% | 00.0% | 不變 |
| Profund Advisors LLC | 4,985 | $24.5 萬 | 0.01% | −599−10.7% | 減碼 |
| Raymond James Trust N.A. | 5,008 | $24.6 萬 | 0.01% | −203−3.9% | 減碼 |
| Continuum Advisory, LLC | 5,028 | $24.7 萬 | 0.04% | +5,028 | 新進 |
| Watershed Asset Management, L.L.C. | 5,033 | $24.8 萬 | 0.30% | 00.0% | 不變 |
| FourThought Financial Partners, LLC | 5,072 | $24.9 萬 | 0.03% | +20+0.4% | 加碼 |
| Consolidated Planning Corp | 5,120 | $25.2 萬 | 0.06% | +5,120 | 新進 |
| Mather Group, LLC. | 5,301 | $26.1 萬 | 0.00% | +34+0.6% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 5,331 | $26.2 萬 | 0.05% | −276−4.9% | 減碼 |
| Westover Capital Advisors, LLC | 5,341 | $26.3 萬 | 0.10% | −202−3.6% | 減碼 |
| IHT Wealth Management, LLC | 5,349 | $26.3 萬 | 0.01% | −413−7.2% | 減碼 |
| Pinkerton Retirement Specialists, LLC | 5,422 | $26.7 萬 | 0.06% | −5,411−49.9% | 減碼 |
| State of Wyoming | 5,466 | $26.9 萬 | 0.06% | −4,420−44.7% | 減碼 |
| Alpha Cubed Investments, LLC | 5,500 | $27.1 萬 | 0.02% | 00.0% | 不變 |
| Crawford Investment Counsel Inc | 5,526 | $27.2 萬 | 0.01% | −800−12.6% | 減碼 |
| Toroso Investments, LLC | 5,543 | $27.3 萬 | 0.01% | +5,543 | 新進 |
| Coastline Trust Co | 5,570 | $27.4 萬 | 0.04% | 00.0% | 不變 |
| Wintrust Investments LLC | 5,602 | $27.6 萬 | 0.03% | +32+0.6% | 加碼 |
| Kapitalo Investimentos Ltda | 5,636 | $27.7 萬 | 0.04% | −4,319−43.4% | 減碼 |
| CIBC Asset Management Inc | 5,650 | $27.8 萬 | 0.00% | −52−0.9% | 減碼 |
| Cobblestone Capital Advisors LLC | 5,668 | $27.9 萬 | 0.02% | 00.0% | 不變 |
| Sherbrooke Park Advisers LLC | 5,705 | $28.1 萬 | 0.09% | +5,705 | 新進 |
| Fountainhead AM, LLC | 5,708 | $28.1 萬 | 0.10% | +42+0.7% | 加碼 |
| Lion Street Advisors, LLC | 5,751 | $28.3 萬 | 0.09% | −4,319−42.9% | 減碼 |
| TriaGen Wealth Management LLC | 5,844 | $28.7 萬 | 0.15% | +6+0.1% | 加碼 |
| Shell Asset Management Co | 5,857 | $28.8 萬 | 0.01% | −91−1.5% | 減碼 |
| Glenview Trust Co | 5,863 | $28.8 萬 | 0.01% | 00.0% | 不變 |
| Veriti Management LLC | 5,907 | $29.1 萬 | 0.03% | −5,621−48.8% | 減碼 |
| J. W. Coons Advisors, LLC | 5,915 | $29.1 萬 | 0.08% | −170−2.8% | 減碼 |
| Bleakley Financial Group, LLC | 5,956 | $29.3 萬 | 0.01% | −1,148−16.2% | 減碼 |
| Sawtooth Solutions, LLC | 5,956 | $29.3 萬 | 0.01% | −1,082−15.4% | 減碼 |
| Aristides Capital LLC | 6,000 | $29.5 萬 | 0.20% | −2,000−25.0% | 減碼 |
| MBM Wealth Consultants, LLC | 5,938 | $29.7 萬 | 0.13% | +223+3.9% | 加碼 |
| Quent Capital, LLC | 6,130 | $30.2 萬 | 0.05% | +8+0.1% | 加碼 |
| Forum Financial Management, LP | 6,195 | $30.5 萬 | 0.01% | 00.0% | 不變 |
| Envestnet Portfolio Solutions, Inc. | 6,203 | $30.5 萬 | 0.00% | +6,203 | 新進 |
| Investors Asset Management of Georgia Inc | 6,325 | $30.9 萬 | 0.17% | −1,000−13.7% | 減碼 |
| Umb Bank N A | 6,354 | $31.3 萬 | 0.01% | 00.0% | 不變 |
| Paulson Wealth Management Inc. | 6,407 | $31.5 萬 | 0.11% | +751+13.3% | 加碼 |
| TownSquare Capital, LLC | 6,533 | $32.1 萬 | 0.01% | +788+13.7% | 加碼 |
| Strategic Investment Advisors | 6,616 | $32.5 萬 | 0.05% | +80+1.2% | 加碼 |
| Eqis Capital Management, Inc. | 6,623 | $32.6 萬 | 0.04% | −1,216−15.5% | 減碼 |
| Kingsview Wealth Management, LLC | 6,707 | $33.0 萬 | 0.01% | −780−10.4% | 減碼 |
| Means Investment Co., Inc. | 6,715 | $33.0 萬 | 0.05% | −722−9.7% | 減碼 |
| Regions Financial Corp | 6,750 | $33.2 萬 | 0.00% | +422+6.7% | 加碼 |
| SageView Advisory Group, LLC | 7,111 | $35.0 萬 | 0.02% | −537−7.0% | 減碼 |
| Atria Wealth Solutions, Inc. | 7,115 | $35.0 萬 | 0.00% | −67−0.9% | 減碼 |
| Patten Group, Inc. | 7,138 | $35.1 萬 | 0.10% | −400−5.3% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 7,240 | $35.6 萬 | 0.03% | 00.0% | 不變 |
| Ballentine Partners, LLC | 7,329 | $36.1 萬 | 0.01% | +517+7.6% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 7,400 | $36.4 萬 | 0.00% | −39,278−84.1% | 減碼 |
| Nebula Research & Development LLC | 7,565 | $37.2 萬 | 0.20% | +7,565 | 新進 |
| Erste Asset Management GmbH | 7,600 | $37.9 萬 | 0.01% | +3,500+85.4% | 加碼 |
| CAPROCK Group, Inc. | 7,774 | $38.2 萬 | 0.03% | +91+1.2% | 加碼 |