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
2024 年第 1 季 13F 持有人
Unum Group 在 2024/3/31 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
- 580
- 較 2023 年第 4 季 +15 家
- 持有股數
- 1.66 億
- 較 2023 年第 4 季 −37.7 萬 (−0.2%)
- 總市值
- $88.7 億
- 較 2023 年第 4 季 +$13.7 億 (+18.3%)
- 新進機構
- 80
- 另有 188 家加碼
- 清倉機構
- 65
- 另有 223 家減碼
另有 7 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Walleye Trading LLC | 1,073 | $5.76 萬 | 0.00% | +1,073 | 新進 |
| CVA Family Office, LLC | 1,075 | $5.77 萬 | 0.01% | 00.0% | 不變 |
| Cranbrook Wealth Management, LLC | 1,082 | $5.81 萬 | 0.01% | 00.0% | 不變 |
| Principal Securities, Inc. | 1,127 | $6.05 萬 | 0.00% | +1+0.1% | 加碼 |
| Addison Advisors LLC | 1,162 | $6.24 萬 | 0.02% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 1,197 | $6.43 萬 | 0.01% | −4,377−78.5% | 減碼 |
| Whittier Trust Co of Nevada Inc | 1,292 | $6.93 萬 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 1,379 | $7.40 萬 | 0.01% | −218−13.7% | 減碼 |
| Pathway Financial Advisers, LLC | 1,383 | $7.42 萬 | 0.03% | +404+41.3% | 加碼 |
| FinTrust Capital Advisors, LLC | 1,457 | $7.82 萬 | 0.02% | +247+20.4% | 加碼 |
| Ronald Blue Trust, Inc. | 1,775 | $9.52 萬 | 0.00% | −1,246−41.2% | 減碼 |
| Farther Finance Advisors, LLC | 1,779 | $9.59 萬 | 0.01% | −5−0.3% | 減碼 |
| New England Capital Financial Advisors LLC | 1,904 | $10.2 萬 | 0.06% | 00.0% | 不變 |
| Richardson Financial Services Inc. | 1,955 | $10.5 萬 | 0.07% | +90+4.8% | 加碼 |
| Covestor Ltd | 2,006 | $10.8 萬 | 0.07% | +431+27.4% | 加碼 |
| Founders Capital Management | 2,068 | $11.1 萬 | 0.07% | +11+0.5% | 加碼 |
| Point72 Asia (Singapore) Pte. Ltd. | 2,079 | $11.2 萬 | 0.03% | +2,079 | 新進 |
| Cullen/Frost Bankers, Inc. | 2,100 | $11.3 萬 | 0.00% | 00.0% | 不變 |
| Edmond de Rothschild Holding S.A. | 2,367 | $12.7 萬 | 0.00% | 00.0% | 不變 |
| Proffitt & Goodson Inc | 2,393 | $12.8 萬 | 0.02% | 00.0% | 不變 |
| Continuum Advisory, LLC | 2,507 | $13.2 萬 | 0.02% | +2,507 | 新進 |
| Private Trust Co NA | 2,570 | $13.8 萬 | 0.01% | +185+7.8% | 加碼 |
| GeoWealth Management, LLC | 2,623 | $14.1 萬 | 0.01% | +377+16.8% | 加碼 |
| Nomura Asset Management Co Ltd | 2,640 | $14.2 萬 | 0.00% | −270−9.3% | 減碼 |
| West Branch Capital LLC | 2,709 | $14.5 萬 | 0.06% | 00.0% | 不變 |
| IFP Advisors, Inc | 2,889 | $15.5 萬 | 0.01% | −1,520−34.5% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,980 | $16.0 萬 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 3,012 | $16.2 萬 | 0.00% | −573−16.0% | 減碼 |
| GAMMA Investing LLC | 3,071 | $16.5 萬 | 0.03% | +204+7.1% | 加碼 |
| Allworth Financial LP | 3,075 | $16.5 萬 | 0.00% | +253+9.0% | 加碼 |
| Fifth Third Bancorp | 3,444 | $18.5 萬 | 0.00% | −160−4.4% | 減碼 |
| Toth Financial Advisory Corp | 3,478 | $18.7 萬 | 0.02% | 00.0% | 不變 |
| Hanson & Doremus Investment Management | 3,559 | $19.1 萬 | 0.03% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 3,683 | $19.8 萬 | 0.02% | −862−19.0% | 減碼 |
| Buska Wealth Management, LLC | 3,770 | $20.2 萬 | 0.09% | +3,770 | 新進 |
| Brooks, Moore & Associates, Inc. | 3,798 | $20.4 萬 | 0.13% | +3,798 | 新進 |
| JJJ Advisors Inc. | 3,822 | $20.5 萬 | 0.04% | −320−7.7% | 減碼 |
| Lido Advisors, LLC | 3,869 | $20.8 萬 | 0.00% | +3,869 | 新進 |
| Paragon Capital Management Ltd | 3,945 | $21.2 萬 | 0.04% | +3,945 | 新進 |
| Y-Intercept (Hong Kong) Ltd | 3,976 | $21.3 萬 | 0.02% | +3,976 | 新進 |
| KBC Group NV | 3,990 | $21.4 萬 | 0.00% | −4,813−54.7% | 減碼 |
| Cambridge Trust Co | 4,000 | $21.5 萬 | 0.01% | 00.0% | 不變 |
| Schulhoff & Co Inc | 4,000 | $21.5 萬 | 0.09% | +4,000 | 新進 |
| Gardner Russo & Quinn LLC大師Gardner Russo & Quinn | 4,050 | $21.7 萬 | 0.00% | +4,050 | 新進 |
| Meeder Advisory Services, Inc. | 4,062 | $21.8 萬 | 0.02% | +4,062 | 新進 |
| Kapitalo Investimentos Ltda | 4,085 | $21.9 萬 | 0.05% | +2,806+219.4% | 加碼 |
| Mather Group, LLC. | 5,013 | $22.7 萬 | 0.00% | −15−0.3% | 減碼 |
| HHM Wealth Advisors, LLC | 4,304 | $23.1 萬 | 0.04% | +194+4.7% | 加碼 |
| Boston Private Wealth LLC | 4,308 | $23.1 萬 | 0.01% | −577−11.8% | 減碼 |
| Delta Asset Management LLC | 4,325 | $23.2 萬 | 0.02% | 00.0% | 不變 |
| Callan Capital, LLC | 4,412 | $23.7 萬 | 0.02% | +4,412 | 新進 |
| Delap Wealth Advisory, LLC | 4,438 | $23.8 萬 | 0.10% | +4,438 | 新進 |
| Boothbay Fund Management, LLC | 4,447 | $23.9 萬 | 0.01% | +4,447 | 新進 |
| Cipher Capital LP | 4,462 | $23.9 萬 | 0.11% | −32,257−87.8% | 減碼 |
| Cobblestone Capital Advisors LLC | 4,468 | $24.0 萬 | 0.02% | −1,200−21.2% | 減碼 |
| Coastline Trust Co | 4,470 | $24.0 萬 | 0.03% | −1,100−19.7% | 減碼 |
| Handelsinvest Investeringsforvaltning | 4,522 | $24.3 萬 | 0.12% | −2,348−34.2% | 減碼 |
| Summit Trail Advisors, LLC | 4,531 | $24.3 萬 | 0.01% | +28+0.6% | 加碼 |
| Lane & Associates LLC | 4,548 | $24.4 萬 | 0.15% | +4,548 | 新進 |
| NDVR, Inc. | 4,585 | $24.6 萬 | 0.23% | +4,585 | 新進 |
| Lake Street Advisors Group, LLC | 4,595 | $24.7 萬 | 0.01% | +22+0.5% | 加碼 |
| FourThought Financial Partners, LLC | 4,622 | $24.8 萬 | 0.03% | −485−9.5% | 減碼 |
| AlTi Global, Inc. | 4,625 | $24.8 萬 | 0.01% | +86+1.9% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 4,657 | $25.0 萬 | 0.01% | +4,657 | 新進 |
| Caxton Associates LP | 4,838 | $26.0 萬 | 0.02% | +4,838 | 新進 |
| Lion Street Advisors, LLC | 5,751 | $26.0 萬 | 0.11% | 00.0% | 不變 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,962 | $26.6 萬 | 0.05% | +110+2.3% | 加碼 |
| Hartline Investment Corp | 4,962 | $26.6 萬 | 0.05% | +4,962 | 新進 |
| Kingsview Wealth Management, LLC | 4,974 | $26.7 萬 | 0.01% | −1,733−25.8% | 減碼 |
| Intech Investment Management LLC | 5,032 | $27.0 萬 | 0.00% | −3,950−44.0% | 減碼 |
| Oak Thistle LLC | 5,041 | $27.1 萬 | 0.24% | +5,041 | 新進 |
| GTS Securities LLC | 5,072 | $27.2 萬 | 0.01% | +5,072 | 新進 |
| Wedmont Private Capital | 5,346 | $27.6 萬 | 0.02% | +691+14.8% | 加碼 |
| Genus Capital Management Inc. | 5,205 | $27.9 萬 | 0.04% | +5,205 | 新進 |
| Patriot Financial Group Insurance Agency, LLC | 5,223 | $28.0 萬 | 0.04% | +25+0.5% | 加碼 |
| Profund Advisors LLC | 5,258 | $28.2 萬 | 0.01% | +172+3.4% | 加碼 |
| Sigma Planning Corp | 5,266 | $28.3 萬 | 0.01% | +5,266 | 新進 |
| MBM Wealth Consultants, LLC | 5,393 | $28.9 萬 | 0.10% | −180−3.2% | 減碼 |
| Grey Street Capital, LLC | 5,435 | $29.2 萬 | 0.04% | +5,435 | 新進 |
| Paulson Wealth Management Inc. | 5,463 | $29.3 萬 | 0.09% | −324−5.6% | 減碼 |
| Alpha Cubed Investments, LLC | 5,500 | $29.5 萬 | 0.02% | +5,500 | 新進 |
| IHT Wealth Management, LLC | 5,630 | $30.2 萬 | 0.01% | +275+5.1% | 加碼 |
| Bleakley Financial Group, LLC | 5,645 | $30.3 萬 | 0.01% | +283+5.3% | 加碼 |
| Simplicity Wealth,LLC | 5,645 | $30.3 萬 | 0.01% | +5,645 | 新進 |
| CIBC Asset Management Inc | 5,650 | $30.3 萬 | 0.00% | 00.0% | 不變 |
| Consolidated Planning Corp | 5,652 | $30.3 萬 | 0.05% | +49+0.9% | 加碼 |
| Beacon Financial Group | 5,685 | $30.5 萬 | 0.04% | −446−7.3% | 減碼 |
| Bridgefront Capital, LLC | 5,784 | $31.0 萬 | 0.24% | +824+16.6% | 加碼 |
| Daiwa Securities Group Inc. | 5,800 | $31.1 萬 | 0.00% | +5,000+625.0% | 加碼 |
| Fountainhead AM, LLC | 5,800 | $31.1 萬 | 0.08% | +28+0.5% | 加碼 |
| Wetzel Investment Advisors, Inc. | 6,190 | $31.4 萬 | 0.19% | −1,300−17.4% | 減碼 |
| Glenview Trust Co | 5,863 | $31.5 萬 | 0.01% | 00.0% | 不變 |
| Brown Advisory Inc | 5,891 | $31.6 萬 | 0.00% | +1,379+30.6% | 加碼 |
| Eqis Capital Management, Inc. | 6,001 | $32.2 萬 | 0.03% | −708−10.6% | 減碼 |
| Alhambra Investment Partners LLC | 6,004 | $32.2 萬 | 0.18% | +6,004 | 新進 |
| Arnhold LLC | 6,008 | $32.2 萬 | 0.03% | 00.0% | 不變 |
| Ashton Thomas Private Wealth, LLC | 6,023 | $32.3 萬 | 0.02% | −6,427−51.6% | 減碼 |
| Wintrust Investments LLC | 6,062 | $32.5 萬 | 0.03% | +422+7.5% | 加碼 |
| Prossimo Advisors, LLC | 6,050 | $32.5 萬 | 0.63% | +570+10.4% | 加碼 |
| GWM Advisors LLC | 6,084 | $32.6 萬 | 0.00% | +4,440+270.1% | 加碼 |