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 |
|---|---|---|---|---|---|
| Carret Asset Management, LLC | 14,197 | $64.2 萬 | 0.08% | 00.0% | 不變 |
| Advisory Research Inc | 13,893 | $62.8 萬 | 0.10% | −926−6.2% | 減碼 |
| Neumann Capital Management, LLC | 13,883 | $62.8 萬 | 0.25% | 00.0% | 不變 |
| Park Avenue Securities LLC | 13,814 | $62.5 萬 | 0.01% | −2,878−17.2% | 減碼 |
| Twinbeech Capital LP | 13,783 | $62.3 萬 | 0.01% | −277,172−95.3% | 減碼 |
| United Services Automobile Association | 13,726 | $62.1 萬 | 0.01% | +1,196+9.5% | 加碼 |
| XTX Topco Ltd | 13,652 | $61.7 萬 | 0.14% | +13,652 | 新進 |
| BOS Asset Management, LLC | 13,560 | $61.3 萬 | 0.42% | −833−5.8% | 減碼 |
| Wellington Management Group LLP | 13,504 | $61.1 萬 | 0.00% | +13,504 | 新進 |
| Relative Value Partners Group, LLC | 13,355 | $60.4 萬 | 0.04% | −48−0.4% | 減碼 |
| Dumont & Blake Investment Advisors LLC | 13,030 | $58.9 萬 | 0.18% | −180−1.4% | 減碼 |
| PEAK6 Investments LLC | 12,896 | $58.3 萬 | 0.03% | +12,896 | 新進 |
| Westover Capital Advisors, LLC | 12,700 | $57.4 萬 | 0.19% | +7,359+137.8% | 加碼 |
| CSS LLC | 12,577 | $56.9 萬 | 0.04% | −385−3.0% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 12,450 | $56.3 萬 | 0.04% | +2,199+21.5% | 加碼 |
| Patten & Patten Inc | 12,211 | $55.2 萬 | 0.05% | 00.0% | 不變 |
| QRG Capital Management, Inc. | 12,185 | $55.1 萬 | 0.01% | +615+5.3% | 加碼 |
| Csenge Advisory Group | 12,163 | $55.0 萬 | 0.03% | −1,763−12.7% | 減碼 |
| Exchange Traded Concepts, LLC | 11,907 | $53.8 萬 | 0.01% | 00.0% | 不變 |
| AE Wealth Management LLC | 11,224 | $53.2 萬 | 0.00% | −3,093−21.6% | 減碼 |
| Coldstream Capital Management Inc | 11,555 | $52.3 萬 | 0.01% | −264−2.2% | 減碼 |
| Winton Group Ltd | 11,381 | $51.5 萬 | 0.04% | +248+2.2% | 加碼 |
| Venture Visionary Partners LLC | 11,361 | $51.4 萬 | 0.03% | −2,042−15.2% | 減碼 |
| Financial Advisory Service, Inc. | 11,306 | $51.1 萬 | 0.05% | +90+0.8% | 加碼 |
| HM Payson & Co | 11,207 | $50.7 萬 | 0.01% | +307+2.8% | 加碼 |
| Diversified Trust Co | 11,029 | $49.9 萬 | 0.02% | −306−2.7% | 減碼 |
| First Citizens Bank & Trust Co | 11,012 | $49.8 萬 | 0.01% | −156−1.4% | 減碼 |
| Beacon Pointe Advisors, LLC | 10,952 | $49.5 萬 | 0.01% | +207+1.9% | 加碼 |
| Pitcairn Co | 10,915 | $49.4 萬 | 0.04% | −182−1.6% | 減碼 |
| Utah Retirement Systems | 10,900 | $49.3 萬 | 0.01% | +200+1.9% | 加碼 |
| Moran Wealth Management, LLC | 10,858 | $49.1 萬 | 0.02% | +10,858 | 新進 |
| Old National Bancorp | 10,637 | $48.1 萬 | 0.01% | −50.0% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 10,241 | $47.4 萬 | 0.00% | +1,476+16.8% | 加碼 |
| Measured Wealth Private Client Group, LLC | 10,300 | $46.6 萬 | 0.17% | −5,491−34.8% | 減碼 |
| Brevan Howard Capital Management LP | 9,742 | $44.1 萬 | 0.04% | +5,659+138.6% | 加碼 |
| Mutual Advisors, LLC | 9,701 | $43.9 萬 | 0.02% | −28−0.3% | 減碼 |
| ProShare Advisors LLC | 9,644 | $43.6 萬 | 0.00% | −287−2.9% | 減碼 |
| Wetherby Asset Management Inc | 9,451 | $42.7 萬 | 0.02% | −302−3.1% | 減碼 |
| Old Port Advisors | 9,448 | $42.7 萬 | 0.14% | 00.0% | 不變 |
| Bank of Nova Scotia | 9,193 | $41.6 萬 | 0.00% | +249+2.8% | 加碼 |
| Baird Financial Group, Inc. | 9,186 | $41.5 萬 | 0.00% | −3,063−25.0% | 減碼 |
| Northwestern Mutual Wealth Management Co | 9,181 | $41.5 萬 | 0.00% | +112+1.2% | 加碼 |
| Clarius Group, LLC | 9,095 | $41.1 萬 | 0.03% | −343−3.6% | 減碼 |
| Gotham Asset Management, LLC | 9,065 | $41.0 萬 | 0.01% | −6,697−42.5% | 減碼 |
| Intech Investment Management LLC | 8,982 | $40.6 萬 | 0.01% | +8,982 | 新進 |
| Campion Asset Management LLC | 8,920 | $40.3 萬 | 0.34% | −550−5.8% | 減碼 |
| KBC Group NV | 8,803 | $39.8 萬 | 0.00% | +766+9.5% | 加碼 |
| Accurate Wealth Management, LLC | 8,774 | $39.7 萬 | 0.12% | −2,428−21.7% | 減碼 |
| Ieq Capital, LLC | 8,779 | $39.7 萬 | 0.01% | −245−2.7% | 減碼 |
| My Legacy Advisors, LLC | 8,760 | $39.6 萬 | 0.14% | −70−0.8% | 減碼 |
| SageView Advisory Group, LLC | 8,128 | $38.9 萬 | 0.02% | +1,017+14.3% | 加碼 |
| Belpointe Asset Management LLC | 8,393 | $38.0 萬 | 0.03% | +263+3.2% | 加碼 |
| Landscape Capital Management, L.L.C. | 8,285 | $37.5 萬 | 0.03% | +8,285 | 新進 |
| Global Retirement Partners, LLC | 8,189 | $37.0 萬 | 0.02% | +6,151+301.8% | 加碼 |
| J.W. Cole Advisors, Inc. | 8,089 | $36.6 萬 | 0.02% | +85+1.1% | 加碼 |
| BancorpSouth Bank | 8,027 | $36.3 萬 | 0.03% | 00.0% | 不變 |
| CAPROCK Group, Inc. | 8,004 | $36.2 萬 | 0.02% | +230+3.0% | 加碼 |
| Shelton Capital Management | 7,907 | $35.8 萬 | 0.01% | −720−8.3% | 減碼 |
| Erste Asset Management GmbH | 7,600 | $34.4 萬 | 0.01% | 00.0% | 不變 |
| Savant Capital, LLC | 7,601 | $34.4 萬 | 0.00% | −326−4.1% | 減碼 |
| Triasima Portfolio Management inc. | 7,600 | $34.4 萬 | 0.03% | −60,665−88.9% | 減碼 |
| Wetzel Investment Advisors, Inc. | 7,490 | $33.9 萬 | 0.21% | +7,490 | 新進 |
| Hanlon Investment Management, Inc. | 7,369 | $33.3 萬 | 0.11% | −760−9.3% | 減碼 |
| Kestra Advisory Services, LLC | 7,241 | $32.7 萬 | 0.00% | −19,936−73.4% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 7,240 | $32.7 萬 | 0.03% | 00.0% | 不變 |
| Patten Group, Inc. | 7,231 | $32.7 萬 | 0.09% | +93+1.3% | 加碼 |
| Handelsinvest Investeringsforvaltning | 6,870 | $31.1 萬 | 0.13% | +6,870 | 新進 |
| Maverick Capital Ltd大師Maverick 資本 | 6,844 | $30.9 萬 | 0.01% | +6,844 | 新進 |
| TownSquare Capital, LLC | 6,760 | $30.6 萬 | 0.01% | +227+3.5% | 加碼 |
| Regal Investment Advisors LLC | 6,713 | $30.4 萬 | 0.02% | +6,713 | 新進 |
| Eqis Capital Management, Inc. | 6,709 | $30.3 萬 | 0.02% | +86+1.3% | 加碼 |
| Kingsview Wealth Management, LLC | 6,707 | $30.3 萬 | 0.01% | 00.0% | 不變 |
| Watershed Asset Management, L.L.C. | 6,672 | $30.2 萬 | 0.35% | +1,639+32.6% | 加碼 |
| Pinkerton Retirement Specialists, LLC | 6,667 | $30.1 萬 | 0.06% | +1,245+23.0% | 加碼 |
| Skopos Labs, Inc. | 6,653 | $30.1 萬 | 0.14% | +6,653 | 新進 |
| Means Investment Co., Inc. | 6,603 | $29.9 萬 | 0.04% | −112−1.7% | 減碼 |
| Quent Capital, LLC | 6,563 | $29.7 萬 | 0.04% | +433+7.1% | 加碼 |
| Bessemer Group Inc | 6,537 | $29.6 萬 | 0.00% | −5,098−43.8% | 減碼 |
| Ballentine Partners, LLC | 6,424 | $29.0 萬 | 0.01% | −905−12.3% | 減碼 |
| Regions Financial Corp | 6,328 | $28.6 萬 | 0.00% | −422−6.3% | 減碼 |
| Umb Bank N A | 6,315 | $28.6 萬 | 0.00% | −39−0.6% | 減碼 |
| Forum Financial Management, LP | 6,195 | $28.0 萬 | 0.01% | 00.0% | 不變 |
| Investors Asset Management of Georgia Inc | 6,175 | $27.9 萬 | 0.14% | −150−2.4% | 減碼 |
| Veriti Management LLC | 6,168 | $27.9 萬 | 0.02% | +261+4.4% | 加碼 |
| Beacon Financial Group | 6,131 | $27.7 萬 | 0.03% | +6,131 | 新進 |
| Corton Capital Inc. | 6,118 | $27.7 萬 | 0.09% | +6,118 | 新進 |
| Strategic Investment Advisors | 6,116 | $27.7 萬 | 0.04% | −500−7.6% | 減碼 |
| Atria Wealth Solutions, Inc. | 6,072 | $27.5 萬 | 0.00% | −1,043−14.7% | 減碼 |
| NorthRock Partners, LLC | 6,072 | $27.5 萬 | 0.01% | +1,590+35.5% | 加碼 |
| Arnhold LLC | 6,008 | $27.2 萬 | 0.03% | −3,992−39.9% | 減碼 |
| J. W. Coons Advisors, LLC | 5,915 | $26.7 萬 | 0.07% | 00.0% | 不變 |
| Glenview Trust Co | 5,863 | $26.5 萬 | 0.01% | 00.0% | 不變 |
| MBM Wealth Consultants, LLC | 5,573 | $26.2 萬 | 0.10% | −365−6.1% | 減碼 |
| Paulson Wealth Management Inc. | 5,787 | $26.2 萬 | 0.08% | −620−9.7% | 減碼 |
| Fountainhead AM, LLC | 5,772 | $26.1 萬 | 0.07% | +64+1.1% | 加碼 |
| Lion Street Advisors, LLC | 5,751 | $26.0 萬 | 0.11% | 00.0% | 不變 |
| State of Wyoming | 5,712 | $25.8 萬 | 0.05% | +246+4.5% | 加碼 |
| Cobblestone Capital Advisors LLC | 5,668 | $25.6 萬 | 0.02% | 00.0% | 不變 |
| CIBC Asset Management Inc | 5,650 | $25.5 萬 | 0.00% | 00.0% | 不變 |
| Wintrust Investments LLC | 5,640 | $25.5 萬 | 0.02% | +38+0.7% | 加碼 |