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 |
|---|---|---|---|---|---|
| Cambria Investment Management, L.P. | 14,720 | $72.4 萬 | 0.06% | −2,576−14.9% | 減碼 |
| Centiva Capital, LP | 14,606 | $71.8 萬 | 0.04% | −3,228−18.1% | 減碼 |
| Atlas Capital Advisors LLC | 14,558 | $71.6 萬 | 0.12% | −795−5.2% | 減碼 |
| Evergreen Capital Management LLC | 14,534 | $71.5 萬 | 0.03% | −152−1.0% | 減碼 |
| Paradigm Financial Partners, LLC | 14,822 | $71.3 萬 | 0.20% | −2,296−13.4% | 減碼 |
| BOS Asset Management, LLC | 14,393 | $70.8 萬 | 0.52% | −45−0.3% | 減碼 |
| Mercer Global Advisors Inc | 14,373 | $70.7 萬 | 0.00% | +1,045+7.8% | 加碼 |
| Lingohr & Partner Asset Management GmbH | 14,491 | $70.7 萬 | 1.83% | +3,891+36.7% | 加碼 |
| AE Wealth Management LLC | 14,317 | $70.4 萬 | 0.00% | −1,323−8.5% | 減碼 |
| Carret Asset Management, LLC | 14,197 | $69.8 萬 | 0.10% | −600−4.1% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 14,148 | $69.6 萬 | 0.07% | +14,148 | 新進 |
| Csenge Advisory Group | 13,926 | $68.5 萬 | 0.05% | +3,335+31.5% | 加碼 |
| Neumann Capital Management, LLC | 13,883 | $68.3 萬 | 0.30% | 00.0% | 不變 |
| Genus Capital Management Inc. | 13,641 | $67.1 萬 | 0.11% | −55,023−80.1% | 減碼 |
| Venture Visionary Partners LLC | 13,403 | $65.9 萬 | 0.04% | −8,317−38.3% | 減碼 |
| Relative Value Partners Group, LLC | 13,403 | $65.9 萬 | 0.04% | +853+6.8% | 加碼 |
| Dumont & Blake Investment Advisors LLC | 13,210 | $65.0 萬 | 0.22% | −110−0.8% | 減碼 |
| Echo Street Capital Management LLC | 13,045 | $64.2 萬 | 0.01% | +3,685+39.4% | 加碼 |
| Proequities, Inc. | 12,980 | $63.8 萬 | 0.05% | +3,865+42.4% | 加碼 |
| CSS LLC | 12,962 | $63.8 萬 | 0.05% | +862+7.1% | 加碼 |
| National Asset Management, Inc. | 12,763 | $62.8 萬 | 0.02% | +1,074+9.2% | 加碼 |
| Empowered Funds, LLC | 12,660 | $62.3 萬 | 0.02% | +12,660 | 新進 |
| United Services Automobile Association | 12,530 | $61.6 萬 | 0.02% | +239+1.9% | 加碼 |
| Baird Financial Group, Inc. | 12,249 | $60.3 萬 | 0.00% | +1,303+11.9% | 加碼 |
| Patten & Patten Inc | 12,211 | $60.1 萬 | 0.05% | −140−1.1% | 減碼 |
| Pearl River Capital, LLC | 11,967 | $58.9 萬 | 0.09% | −5,360−30.9% | 減碼 |
| Exchange Traded Concepts, LLC | 11,907 | $58.6 萬 | 0.02% | −7,933−40.0% | 減碼 |
| ISAM Funds (UK) Ltd | 11,849 | $58.3 萬 | 0.37% | +11,849 | 新進 |
| Coldstream Capital Management Inc | 11,819 | $58.1 萬 | 0.02% | −684−5.5% | 減碼 |
| Accurate Wealth Management, LLC | 11,202 | $57.9 萬 | 0.18% | +63+0.6% | 加碼 |
| Bessemer Group Inc | 11,635 | $57.1 萬 | 0.00% | +90+0.8% | 加碼 |
| QRG Capital Management, Inc. | 11,570 | $56.9 萬 | 0.01% | +11,570 | 新進 |
| Diversified Trust Co | 11,335 | $55.8 萬 | 0.02% | −2,740−19.5% | 減碼 |
| Symmetry Partners, LLC | 11,318 | $55.7 萬 | 0.03% | +794+7.5% | 加碼 |
| Financial Advisory Service, Inc. | 11,216 | $55.2 萬 | 0.06% | +78+0.7% | 加碼 |
| First Citizens Bank & Trust Co | 11,168 | $54.9 萬 | 0.01% | −1,178−9.5% | 減碼 |
| Winton Group Ltd | 11,133 | $54.8 萬 | 0.05% | +4,209+60.8% | 加碼 |
| Pitcairn Co | 11,097 | $54.6 萬 | 0.05% | +541+5.1% | 加碼 |
| Westpac Banking Corp | 11,000 | $54.1 萬 | 0.04% | +11,000 | 新進 |
| HM Payson & Co | 10,900 | $53.6 萬 | 0.01% | +1,070+10.9% | 加碼 |
| Axq Capital, LP | 10,876 | $53.5 萬 | 0.19% | +10,876 | 新進 |
| Beacon Pointe Advisors, LLC | 10,745 | $52.9 萬 | 0.01% | +718+7.2% | 加碼 |
| Utah Retirement Systems | 10,700 | $52.6 萬 | 0.01% | 00.0% | 不變 |
| Old National Bancorp | 10,642 | $52.3 萬 | 0.02% | −74−0.7% | 減碼 |
| Seven Eight Capital, LP | 10,546 | $51.9 萬 | 0.06% | +10,546 | 新進 |
| Independent Solutions Wealth Management, LLC | 10,522 | $51.8 萬 | 0.14% | +10,522 | 新進 |
| Sigma Planning Corp | 10,276 | $50.5 萬 | 0.02% | −1,465−12.5% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 10,251 | $50.4 萬 | 0.04% | +475+4.9% | 加碼 |
| Stokes Family Office, LLC | 10,016 | $49.3 萬 | 0.06% | −379−3.6% | 減碼 |
| Arnhold LLC | 10,000 | $49.2 萬 | 0.06% | 00.0% | 不變 |
| ProShare Advisors LLC | 9,931 | $48.9 萬 | 0.00% | −890−8.2% | 減碼 |
| Capula Management Ltd | 9,920 | $48.8 萬 | 0.03% | +3,260+48.9% | 加碼 |
| Wetherby Asset Management Inc | 9,753 | $48.0 萬 | 0.03% | +16+0.2% | 加碼 |
| Mutual Advisors, LLC | 9,729 | $47.9 萬 | 0.02% | −879−8.3% | 減碼 |
| Campion Asset Management LLC | 9,470 | $46.6 萬 | 0.43% | 00.0% | 不變 |
| Old Port Advisors | 9,448 | $46.5 萬 | 0.17% | +9,448 | 新進 |
| Clarius Group, LLC | 9,438 | $46.4 萬 | 0.04% | −1,190−11.2% | 減碼 |
| Advisors Asset Management, Inc. | 9,282 | $45.7 萬 | 0.01% | −1,017−9.9% | 減碼 |
| Northwestern Mutual Wealth Management Co | 9,069 | $44.6 萬 | 0.00% | +917+11.2% | 加碼 |
| My Legacy Advisors, LLC | 8,830 | $44.5 萬 | 0.18% | +1,190+15.6% | 加碼 |
| Ieq Capital, LLC | 9,024 | $44.4 萬 | 0.01% | +179+2.0% | 加碼 |
| Bank of Nova Scotia | 8,944 | $44.0 萬 | 0.00% | +4,017+81.5% | 加碼 |
| Newport Capital Group, LLC | 8,788 | $43.2 萬 | 0.40% | 00.0% | 不變 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 8,765 | $43.1 萬 | 0.00% | −313−3.4% | 減碼 |
| TFB Advisors LLC | 8,682 | $42.7 萬 | 0.52% | +617+7.7% | 加碼 |
| Shelton Capital Management | 8,627 | $42.4 萬 | 0.02% | −564−6.1% | 減碼 |
| Capstone Investment Advisors, LLC | 8,524 | $41.9 萬 | 0.01% | +8,524 | 新進 |
| Boothbay Fund Management, LLC | 8,489 | $41.8 萬 | 0.01% | +8,489 | 新進 |
| United Capital Financial Advisers, LLC | 8,407 | $41.4 萬 | 0.00% | +14+0.2% | 加碼 |
| Teza Capital Management LLC | 8,326 | $41.0 萬 | 0.07% | +8,326 | 新進 |
| Belpointe Asset Management LLC | 8,130 | $40.0 萬 | 0.04% | +8,130 | 新進 |
| Hanlon Investment Management, Inc. | 8,129 | $40.0 萬 | 0.12% | +1,126+16.1% | 加碼 |
| KBC Group NV | 8,037 | $39.6 萬 | 0.00% | +3,252+68.0% | 加碼 |
| BancorpSouth Bank | 8,027 | $39.5 萬 | 0.03% | 00.0% | 不變 |
| Mackenzie Financial Corp | 8,187 | $39.4 萬 | 0.00% | +8,187 | 新進 |
| Commerce Bank | 8,005 | $39.4 萬 | 0.00% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 8,004 | $39.4 萬 | 0.03% | +8+0.1% | 加碼 |
| HB Wealth Management, LLC | 7,967 | $39.2 萬 | 0.01% | +7,967 | 新進 |
| Savant Capital, LLC | 7,927 | $39.0 萬 | 0.01% | +266+3.5% | 加碼 |
| WBI Investments | 7,920 | $39.0 萬 | 0.08% | −41,422−83.9% | 減碼 |
| CAPROCK Group, Inc. | 7,774 | $38.2 萬 | 0.03% | +91+1.2% | 加碼 |
| Erste Asset Management GmbH | 7,600 | $37.9 萬 | 0.01% | +3,500+85.4% | 加碼 |
| Nebula Research & Development LLC | 7,565 | $37.2 萬 | 0.20% | +7,565 | 新進 |
| Sumitomo Mitsui Trust Holdings, Inc. | 7,400 | $36.4 萬 | 0.00% | −39,278−84.1% | 減碼 |
| Ballentine Partners, LLC | 7,329 | $36.1 萬 | 0.01% | +517+7.6% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 7,240 | $35.6 萬 | 0.03% | 00.0% | 不變 |
| Patten Group, Inc. | 7,138 | $35.1 萬 | 0.10% | −400−5.3% | 減碼 |
| Atria Wealth Solutions, Inc. | 7,115 | $35.0 萬 | 0.00% | −67−0.9% | 減碼 |
| SageView Advisory Group, LLC | 7,111 | $35.0 萬 | 0.02% | −537−7.0% | 減碼 |
| Regions Financial Corp | 6,750 | $33.2 萬 | 0.00% | +422+6.7% | 加碼 |
| Means Investment Co., Inc. | 6,715 | $33.0 萬 | 0.05% | −722−9.7% | 減碼 |
| Kingsview Wealth Management, LLC | 6,707 | $33.0 萬 | 0.01% | −780−10.4% | 減碼 |
| Eqis Capital Management, Inc. | 6,623 | $32.6 萬 | 0.04% | −1,216−15.5% | 減碼 |
| Strategic Investment Advisors | 6,616 | $32.5 萬 | 0.05% | +80+1.2% | 加碼 |
| TownSquare Capital, LLC | 6,533 | $32.1 萬 | 0.01% | +788+13.7% | 加碼 |
| Paulson Wealth Management Inc. | 6,407 | $31.5 萬 | 0.11% | +751+13.3% | 加碼 |
| Umb Bank N A | 6,354 | $31.3 萬 | 0.01% | 00.0% | 不變 |
| Investors Asset Management of Georgia Inc | 6,325 | $30.9 萬 | 0.17% | −1,000−13.7% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 6,203 | $30.5 萬 | 0.00% | +6,203 | 新進 |
| Forum Financial Management, LP | 6,195 | $30.5 萬 | 0.01% | 00.0% | 不變 |