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 |
|---|---|---|---|---|---|
| ExodusPoint Capital Management, LP | 6,145 | $33.0 萬 | 0.00% | −46,252−88.3% | 減碼 |
| Forum Financial Management, LP | 6,195 | $33.2 萬 | 0.01% | 00.0% | 不變 |
| Accurate Wealth Management, LLC | 6,569 | $33.7 萬 | 0.10% | −2,205−25.1% | 減碼 |
| Ballentine Partners, LLC | 6,302 | $33.8 萬 | 0.01% | −122−1.9% | 減碼 |
| Regions Financial Corp | 6,328 | $34.0 萬 | 0.00% | 00.0% | 不變 |
| Veriti Management LLC | 6,353 | $34.1 萬 | 0.03% | +185+3.0% | 加碼 |
| Umb Bank N A | 6,366 | $34.2 萬 | 0.01% | +51+0.8% | 加碼 |
| Skopos Labs, Inc. | 6,395 | $34.4 萬 | 0.15% | −258−3.9% | 減碼 |
| J. W. Coons Advisors, LLC | 6,425 | $34.5 萬 | 0.08% | +510+8.6% | 加碼 |
| Northwestern Mutual Wealth Management Co | 6,470 | $34.7 萬 | 0.00% | −2,711−29.5% | 減碼 |
| Quent Capital, LLC | 6,520 | $35.0 萬 | 0.04% | −43−0.7% | 減碼 |
| Bessemer Group Inc | 6,512 | $35.0 萬 | 0.00% | −25−0.4% | 減碼 |
| Investors Asset Management of Georgia Inc | 6,595 | $35.4 萬 | 0.17% | +420+6.8% | 加碼 |
| Means Investment Co., Inc. | 6,640 | $35.6 萬 | 0.05% | +37+0.6% | 加碼 |
| Kestra Advisory Services, LLC | 6,651 | $35.7 萬 | 0.00% | −590−8.1% | 減碼 |
| NorthRock Partners, LLC | 6,704 | $36.0 萬 | 0.01% | +632+10.4% | 加碼 |
| CAPROCK Group, Inc. | 6,725 | $36.1 萬 | 0.02% | −1,279−16.0% | 減碼 |
| Strategic Investment Advisors | 6,763 | $36.3 萬 | 0.05% | +647+10.6% | 加碼 |
| Seven Eight Capital, LP | 6,803 | $36.5 萬 | 0.04% | +6,803 | 新進 |
| Dorsey & Whitney Trust CO LLC | 7,161 | $38.4 萬 | 0.03% | −79−1.1% | 減碼 |
| Patten Group, Inc. | 7,231 | $38.8 萬 | 0.10% | 00.0% | 不變 |
| Erste Asset Management GmbH | 7,600 | $40.8 萬 | 0.01% | 00.0% | 不變 |
| CWM, LLC | 7,700 | $41.3 萬 | 0.00% | +3,059+65.9% | 加碼 |
| J.W. Cole Advisors, Inc. | 7,824 | $42.0 萬 | 0.02% | −265−3.3% | 減碼 |
| Wetherby Asset Management Inc | 7,825 | $42.0 萬 | 0.02% | −1,626−17.2% | 減碼 |
| State of Wyoming | 7,835 | $42.0 萬 | 0.07% | +2,123+37.2% | 加碼 |
| Shelton Capital Management | 7,907 | $42.4 萬 | 0.01% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 8,008 | $43.0 萬 | 0.02% | −181−2.2% | 減碼 |
| BancorpSouth Bank | 8,027 | $43.1 萬 | 0.03% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 8,119 | $43.6 萬 | 0.00% | −1,067−11.6% | 減碼 |
| TFB Advisors LLC | 8,456 | $43.9 萬 | 0.16% | +3,633+75.3% | 加碼 |
| Measured Wealth Private Client Group, LLC | 8,186 | $43.9 萬 | 0.15% | −2,114−20.5% | 減碼 |
| CSS LLC | 8,325 | $44.7 萬 | 0.04% | −4,252−33.8% | 減碼 |
| Clarius Group, LLC | 8,341 | $44.8 萬 | 0.03% | −754−8.3% | 減碼 |
| Tower Research Capital LLC (TRC) | 8,531 | $45.8 萬 | 0.01% | −13,115−60.6% | 減碼 |
| Belpointe Asset Management LLC | 8,761 | $47.0 萬 | 0.04% | +368+4.4% | 加碼 |
| Campion Asset Management LLC | 8,920 | $47.9 萬 | 0.37% | 00.0% | 不變 |
| Ieq Capital, LLC | 8,977 | $48.2 萬 | 0.01% | +198+2.3% | 加碼 |
| Virtus Investment Advisers, Inc. | 9,005 | $48.3 萬 | 0.35% | −5,820−39.3% | 減碼 |
| My Legacy Advisors, LLC | 9,015 | $48.4 萬 | 0.16% | +255+2.9% | 加碼 |
| Old Port Advisors | 9,448 | $50.7 萬 | 0.16% | 00.0% | 不變 |
| TownSquare Capital, LLC | 9,491 | $50.9 萬 | 0.01% | +2,731+40.4% | 加碼 |
| Ossiam | 9,662 | $51.8 萬 | 0.01% | −9,835−50.4% | 減碼 |
| Alpha DNA Investment Management LLC | 9,712 | $52.1 萬 | 0.29% | +9,712 | 新進 |
| Proequities, Inc. | 9,861 | $52.9 萬 | 0.03% | −5,514−35.9% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 9,909 | $53.2 萬 | 0.01% | +8,369+543.4% | 加碼 |
| Gsa Capital Partners LLP | 10,073 | $54.1 萬 | 0.04% | −15,810−61.1% | 減碼 |
| Beacon Pointe Advisors, LLC | 10,121 | $54.3 萬 | 0.01% | −831−7.6% | 減碼 |
| Susquehanna International Group, LLP | 10,159 | $54.5 萬 | 0.00% | −28,046−73.4% | 減碼 |
| D.A. Davidson & Co. | 10,214 | $54.8 萬 | 0.00% | +5,672+124.9% | 加碼 |
| Westover Capital Advisors, LLC | 10,247 | $55.0 萬 | 0.16% | −2,453−19.3% | 減碼 |
| ClearAlpha Technologies LP | 10,376 | $55.7 萬 | 0.24% | +10,376 | 新進 |
| Boxwood Ventures, Inc. | 10,412 | $55.9 萬 | 0.98% | −7,423−41.6% | 減碼 |
| Carret Asset Management, LLC | 10,432 | $56.0 萬 | 0.07% | −3,765−26.5% | 減碼 |
| Old National Bancorp | 10,591 | $56.8 萬 | 0.01% | −46−0.4% | 減碼 |
| Utah Retirement Systems | 10,800 | $58.0 萬 | 0.01% | −100−0.9% | 減碼 |
| Pitcairn Co | 10,878 | $58.4 萬 | 0.04% | −37−0.3% | 減碼 |
| Venture Visionary Partners LLC | 10,964 | $58.8 萬 | 0.03% | −397−3.5% | 減碼 |
| Greenleaf Trust | 11,204 | $60.1 萬 | 0.01% | −4,831−30.1% | 減碼 |
| HM Payson & Co | 11,207 | $60.1 萬 | 0.01% | 00.0% | 不變 |
| Mutual Advisors, LLC | 11,349 | $60.9 萬 | 0.02% | +1,648+17.0% | 加碼 |
| Financial Advisory Service, Inc. | 11,384 | $61.1 萬 | 0.05% | +78+0.7% | 加碼 |
| Marshall Wace, LLP | 11,400 | $61.2 萬 | 0.00% | +11,400 | 新進 |
| Coldstream Capital Management Inc | 11,533 | $61.9 萬 | 0.02% | −22−0.2% | 減碼 |
| National Asset Management, Inc. | 12,763 | $62.8 萬 | 0.02% | +8,131+175.5% | 加碼 |
| Moran Wealth Management, LLC | 11,789 | $63.3 萬 | 0.02% | +931+8.6% | 加碼 |
| Engineers Gate Manager LP | 11,829 | $63.5 萬 | 0.02% | −24,613−67.5% | 減碼 |
| Axq Capital, LP | 11,972 | $64.2 萬 | 0.15% | −17,444−59.3% | 減碼 |
| Relative Value Partners Group, LLC | 13,355 | $64.6 萬 | 0.04% | 00.0% | 不變 |
| Gotham Asset Management, LLC | 12,094 | $64.9 萬 | 0.01% | +3,029+33.4% | 加碼 |
| Aigen Investment Management, LP | 12,153 | $65.2 萬 | 0.14% | +12,153 | 新進 |
| First Citizens Bank & Trust Co | 12,181 | $65.4 萬 | 0.01% | +1,169+10.6% | 加碼 |
| Csenge Advisory Group | 12,268 | $65.8 萬 | 0.04% | +105+0.9% | 加碼 |
| QRG Capital Management, Inc. | 12,560 | $67.4 萬 | 0.01% | +375+3.1% | 加碼 |
| Dumont & Blake Investment Advisors LLC | 12,882 | $69.1 萬 | 0.20% | −148−1.1% | 減碼 |
| Dynamic Technology Lab Private Ltd | 13,184 | $70.7 萬 | 0.08% | +13,184 | 新進 |
| Evergreen Capital Management LLC | 13,312 | $71.4 萬 | 0.03% | −1,252−8.6% | 減碼 |
| BOS Asset Management, LLC | 13,432 | $72.1 萬 | 0.38% | −128−0.9% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 13,679 | $73.4 萬 | 0.01% | −3,239−19.1% | 減碼 |
| United Services Automobile Association | 13,726 | $73.7 萬 | 0.02% | 00.0% | 不變 |
| Park Avenue Securities LLC | 13,972 | $75.0 萬 | 0.01% | +158+1.1% | 加碼 |
| Paradigm Financial Partners, LLC | 13,992 | $75.1 萬 | 0.16% | −964−6.4% | 減碼 |
| Maryland State Retirement & Pension System | 14,997 | $75.1 萬 | 0.01% | 00.0% | 不變 |
| Advisory Research Inc | 14,043 | $75.4 萬 | 0.15% | +150+1.1% | 加碼 |
| Coombe, Bender & Co LLC | 14,122 | $75.8 萬 | 0.46% | −1,386−8.9% | 減碼 |
| Patten & Patten Inc | 14,207 | $76.2 萬 | 0.05% | +1,996+16.3% | 加碼 |
| Integrated Wealth Concepts LLC | 14,243 | $76.4 萬 | 0.01% | −34,665−70.9% | 減碼 |
| Lingohr & Partner Asset Management GmbH | 14,544 | $77.5 萬 | 1.94% | +53+0.4% | 加碼 |
| Shell Asset Management Co | 15,534 | $79.4 萬 | 0.04% | +1,218+8.5% | 加碼 |
| Mercer Global Advisors Inc | 14,914 | $80.0 萬 | 0.00% | −921−5.8% | 減碼 |
| Oppenheimer & Co Inc | 14,918 | $80.0 萬 | 0.01% | −4,854−24.5% | 減碼 |
| Securian Asset Management, Inc | 14,950 | $80.2 萬 | 0.02% | −522−3.4% | 減碼 |
| CIBC World Markets Corp | 15,037 | $80.7 萬 | 0.01% | +15,037 | 新進 |
| Atlas Capital Advisors LLC | 15,266 | $81.9 萬 | 0.13% | 00.0% | 不變 |
| M&T Bank Corp | 15,573 | $83.5 萬 | 0.00% | −4,902−23.9% | 減碼 |
| SummerHaven Investment Management, LLC | 15,578 | $83.6 萬 | 0.52% | +205+1.3% | 加碼 |
| MML Investors Services, LLC | 15,886 | $85.2 萬 | 0.00% | −4,798−23.2% | 減碼 |
| CBOE Vest Financial, LLC | 15,883 | $85.2 萬 | 0.02% | +10,447+192.2% | 加碼 |
| Centiva Capital, LP | 15,991 | $85.8 萬 | 0.05% | +15,991 | 新進 |
| Empowered Funds, LLC | 16,054 | $86.1 萬 | 0.02% | −17−0.1% | 減碼 |