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 4 季 13F 持有人
Unum Group 在 2023/12/31 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
- 572
- 較 2023 年第 3 季 0 家
- 持有股數
- 1.66 億
- 較 2023 年第 3 季 +208.8 萬 (+1.3%)
- 總市值
- $75.1 億
- 較 2023 年第 3 季 −$5.88 億 (−7.3%)
- 新進機構
- 73
- 另有 195 家加碼
- 清倉機構
- 73
- 另有 221 家減碼
另有 8 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| TD Waterhouse Canada Inc. | 1,001 | $4.62 萬 | 0.00% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 1,050 | $4.70 萬 | 0.00% | −107−9.2% | 減碼 |
| Hoey Investments, Inc | 1,050 | $4.75 萬 | 0.01% | 00.0% | 不變 |
| CVA Family Office, LLC | 1,075 | $4.86 萬 | 0.01% | +1,075 | 新進 |
| Cranbrook Wealth Management, LLC | 1,082 | $4.89 萬 | 0.01% | 00.0% | 不變 |
| Principal Securities, Inc. | 1,126 | $5.09 萬 | 0.00% | +1,126 | 新進 |
| Point72 Middle East FZE | 1,141 | $5.16 萬 | 0.00% | −24,088−95.5% | 減碼 |
| Addison Advisors LLC | 1,162 | $5.25 萬 | 0.02% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 1,210 | $5.47 萬 | 0.01% | −19−1.5% | 減碼 |
| Kapitalo Investimentos Ltda | 1,279 | $5.78 萬 | 0.01% | −4,357−77.3% | 減碼 |
| Whittier Trust Co of Nevada Inc | 1,292 | $5.84 萬 | 0.00% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 1,540 | $7.00 萬 | 0.00% | 00.0% | 不變 |
| Covestor Ltd | 1,575 | $7.10 萬 | 0.05% | −114−6.7% | 減碼 |
| Lindbrook Capital, LLC | 1,597 | $7.22 萬 | 0.01% | −26−1.6% | 減碼 |
| GWM Advisors LLC | 1,644 | $7.43 萬 | 0.00% | −21,483−92.9% | 減碼 |
| Farther Finance Advisors, LLC | 1,784 | $8.06 萬 | 0.01% | +532+42.5% | 加碼 |
| Richardson Financial Services Inc. | 1,865 | $8.43 萬 | 0.07% | +1,865 | 新進 |
| New England Capital Financial Advisors LLC | 1,904 | $8.61 萬 | 0.05% | 00.0% | 不變 |
| Founders Capital Management | 2,057 | $9.30 萬 | 0.07% | +12+0.6% | 加碼 |
| Cullen/Frost Bankers, Inc. | 2,100 | $9.50 萬 | 0.00% | 00.0% | 不變 |
| GeoWealth Management, LLC | 2,246 | $10.2 萬 | 0.01% | +592+35.8% | 加碼 |
| Edmond de Rothschild Holding S.A. | 2,367 | $10.7 萬 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 2,385 | $10.8 萬 | 0.01% | +255+12.0% | 加碼 |
| Proffitt & Goodson Inc | 2,393 | $10.8 萬 | 0.02% | 00.0% | 不變 |
| West Branch Capital LLC | 2,709 | $12.3 萬 | 0.06% | 00.0% | 不變 |
| Allworth Financial LP | 2,822 | $12.8 萬 | 0.00% | +352+14.3% | 加碼 |
| Nomura Asset Management Co Ltd | 2,910 | $13.2 萬 | 0.00% | 00.0% | 不變 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,980 | $13.5 萬 | 0.00% | 00.0% | 不變 |
| SG Americas Securities, LLC | 2,992 | $13.5 萬 | 0.00% | −29,306−90.7% | 減碼 |
| GAMMA Investing LLC | 2,867 | $13.9 萬 | 0.04% | +2,867 | 新進 |
| Ronald Blue Trust, Inc. | 3,021 | $14.8 萬 | 0.00% | +1,526+102.1% | 加碼 |
| Toth Financial Advisory Corp | 3,478 | $15.7 萬 | 0.02% | −1,280−26.9% | 減碼 |
| Hanson & Doremus Investment Management | 3,559 | $16.1 萬 | 0.03% | 00.0% | 不變 |
| Parallel Advisors, LLC | 3,585 | $16.2 萬 | 0.00% | −134−3.6% | 減碼 |
| Fifth Third Bancorp | 3,604 | $16.3 萬 | 0.00% | −496−12.1% | 減碼 |
| Cambridge Trust Co | 4,000 | $18.1 萬 | 0.01% | 00.0% | 不變 |
| HHM Wealth Advisors, LLC | 4,110 | $18.6 萬 | 0.03% | 00.0% | 不變 |
| JJJ Advisors Inc. | 4,142 | $18.7 萬 | 0.05% | −59−1.4% | 減碼 |
| Delta Asset Management LLC | 4,325 | $19.6 萬 | 0.02% | 00.0% | 不變 |
| IFP Advisors, Inc | 4,409 | $19.9 萬 | 0.01% | −464−9.5% | 減碼 |
| Summit Trail Advisors, LLC | 4,503 | $20.4 萬 | 0.01% | +280+6.6% | 加碼 |
| Brown Advisory Inc | 4,512 | $20.4 萬 | 0.00% | +4,512 | 新進 |
| AlTi Global, Inc. | 4,539 | $20.5 萬 | 0.01% | +4,539 | 新進 |
| D.A. Davidson & Co. | 4,542 | $20.5 萬 | 0.00% | +38+0.8% | 加碼 |
| Quadrant Capital Group LLC | 4,545 | $20.6 萬 | 0.02% | +924+25.5% | 加碼 |
| Lake Street Advisors Group, LLC | 4,573 | $20.7 萬 | 0.01% | +4,573 | 新進 |
| Bailard, Inc. | 4,600 | $20.8 萬 | 0.01% | 00.0% | 不變 |
| National Asset Management, Inc. | 4,632 | $20.9 萬 | 0.01% | −8,131−63.7% | 減碼 |
| CWM, LLC | 4,641 | $21.0 萬 | 0.00% | +49+1.1% | 加碼 |
| Wedmont Private Capital | 4,655 | $21.3 萬 | 0.02% | +274+6.3% | 加碼 |
| TFB Advisors LLC | 4,823 | $21.8 萬 | 0.11% | −3,859−44.4% | 減碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,852 | $21.9 萬 | 0.04% | +33+0.7% | 加碼 |
| Boston Private Wealth LLC | 4,885 | $22.1 萬 | 0.01% | +16+0.3% | 加碼 |
| International Assets Investment Management, LLC | 4,889 | $22.1 萬 | 0.03% | +4,889 | 新進 |
| Bridgefront Capital, LLC | 4,960 | $22.4 萬 | 0.17% | +4,960 | 新進 |
| Mackenzie Financial Corp | 4,978 | $22.5 萬 | 0.00% | −3,209−39.2% | 減碼 |
| Mather Group, LLC. | 5,028 | $22.7 萬 | 0.00% | −273−5.1% | 減碼 |
| Profund Advisors LLC | 5,086 | $23.0 萬 | 0.01% | +101+2.0% | 加碼 |
| FourThought Financial Partners, LLC | 5,107 | $23.1 萬 | 0.03% | +35+0.7% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 5,198 | $23.5 萬 | 0.04% | −133−2.5% | 減碼 |
| Dakota Wealth Management | 5,223 | $23.6 萬 | 0.01% | −66,110−92.7% | 減碼 |
| Deerfield Management Company, L.P. (Series C) | 5,333 | $24.1 萬 | 0.00% | +5,333 | 新進 |
| IHT Wealth Management, LLC | 5,355 | $24.2 萬 | 0.01% | +6+0.1% | 加碼 |
| Sawtooth Solutions, LLC | 5,362 | $24.2 萬 | 0.01% | −594−10.0% | 減碼 |
| Bleakley Financial Group, LLC | 5,362 | $24.2 萬 | 0.01% | −594−10.0% | 減碼 |
| CBOE Vest Financial, LLC | 5,436 | $24.6 萬 | 0.01% | +5,436 | 新進 |
| Prossimo Advisors, LLC | 5,480 | $24.8 萬 | 0.53% | +540+10.9% | 加碼 |
| Coastline Trust Co | 5,570 | $25.2 萬 | 0.03% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 5,574 | $25.2 萬 | 0.07% | +5,574 | 新進 |
| Consolidated Planning Corp | 5,603 | $25.3 萬 | 0.05% | +483+9.4% | 加碼 |
| Crawford Investment Counsel Inc | 5,610 | $25.4 萬 | 0.01% | +84+1.5% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 5,614 | $25.4 萬 | 0.00% | −589−9.5% | 減碼 |
| Wintrust Investments LLC | 5,640 | $25.5 萬 | 0.02% | +38+0.7% | 加碼 |
| CIBC Asset Management Inc | 5,650 | $25.5 萬 | 0.00% | 00.0% | 不變 |
| Cobblestone Capital Advisors LLC | 5,668 | $25.6 萬 | 0.02% | 00.0% | 不變 |
| State of Wyoming | 5,712 | $25.8 萬 | 0.05% | +246+4.5% | 加碼 |
| Lion Street Advisors, LLC | 5,751 | $26.0 萬 | 0.11% | 00.0% | 不變 |
| Fountainhead AM, LLC | 5,772 | $26.1 萬 | 0.07% | +64+1.1% | 加碼 |
| Paulson Wealth Management Inc. | 5,787 | $26.2 萬 | 0.08% | −620−9.7% | 減碼 |
| MBM Wealth Consultants, LLC | 5,573 | $26.2 萬 | 0.10% | −365−6.1% | 減碼 |
| Glenview Trust Co | 5,863 | $26.5 萬 | 0.01% | 00.0% | 不變 |
| J. W. Coons Advisors, LLC | 5,915 | $26.7 萬 | 0.07% | 00.0% | 不變 |
| Arnhold LLC | 6,008 | $27.2 萬 | 0.03% | −3,992−39.9% | 減碼 |
| NorthRock Partners, LLC | 6,072 | $27.5 萬 | 0.01% | +1,590+35.5% | 加碼 |
| Atria Wealth Solutions, Inc. | 6,072 | $27.5 萬 | 0.00% | −1,043−14.7% | 減碼 |
| Strategic Investment Advisors | 6,116 | $27.7 萬 | 0.04% | −500−7.6% | 減碼 |
| Corton Capital Inc. | 6,118 | $27.7 萬 | 0.09% | +6,118 | 新進 |
| Beacon Financial Group | 6,131 | $27.7 萬 | 0.03% | +6,131 | 新進 |
| Veriti Management LLC | 6,168 | $27.9 萬 | 0.02% | +261+4.4% | 加碼 |
| Investors Asset Management of Georgia Inc | 6,175 | $27.9 萬 | 0.14% | −150−2.4% | 減碼 |
| Forum Financial Management, LP | 6,195 | $28.0 萬 | 0.01% | 00.0% | 不變 |
| Umb Bank N A | 6,315 | $28.6 萬 | 0.00% | −39−0.6% | 減碼 |
| Regions Financial Corp | 6,328 | $28.6 萬 | 0.00% | −422−6.3% | 減碼 |
| Ballentine Partners, LLC | 6,424 | $29.0 萬 | 0.01% | −905−12.3% | 減碼 |
| Bessemer Group Inc | 6,537 | $29.6 萬 | 0.00% | −5,098−43.8% | 減碼 |
| Quent Capital, LLC | 6,563 | $29.7 萬 | 0.04% | +433+7.1% | 加碼 |
| Means Investment Co., Inc. | 6,603 | $29.9 萬 | 0.04% | −112−1.7% | 減碼 |
| Skopos Labs, Inc. | 6,653 | $30.1 萬 | 0.14% | +6,653 | 新進 |
| Pinkerton Retirement Specialists, LLC | 6,667 | $30.1 萬 | 0.06% | +1,245+23.0% | 加碼 |
| Watershed Asset Management, L.L.C. | 6,672 | $30.2 萬 | 0.35% | +1,639+32.6% | 加碼 |