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 2 季 13F 持有人
Unum Group 在 2024/6/30 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
- 579
- 較 2024 年第 1 季 +6 家
- 持有股數
- 1.62 億
- 較 2024 年第 1 季 −370.7 萬 (−2.2%)
- 總市值
- $82.5 億
- 較 2024 年第 1 季 −$6.04 億 (−6.8%)
- 新進機構
- 66
- 另有 196 家加碼
- 清倉機構
- 60
- 另有 224 家減碼
另有 7 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| GAMMA Investing LLC | 5,867 | $30.0 萬 | 0.04% | +2,796+91.0% | 加碼 |
| Brown Advisory Inc | 5,891 | $30.1 萬 | 0.00% | 00.0% | 不變 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,899 | $30.1 萬 | 0.05% | +937+18.9% | 加碼 |
| Callan Capital, LLC | 5,961 | $30.5 萬 | 0.03% | +1,549+35.1% | 加碼 |
| Prossimo Advisors, LLC | 5,970 | $30.5 萬 | 0.28% | −80−1.3% | 減碼 |
| GWM Advisors LLC | 5,986 | $30.6 萬 | 0.00% | −98−1.6% | 減碼 |
| Arnhold LLC | 6,008 | $30.7 萬 | 0.03% | 00.0% | 不變 |
| Wintrust Investments LLC | 6,042 | $30.9 萬 | 0.03% | −20−0.3% | 減碼 |
| MQS Management LLC | 6,067 | $31.0 萬 | 0.19% | +6,067 | 新進 |
| Ashton Thomas Private Wealth, LLC | 6,071 | $31.0 萬 | 0.02% | +48+0.8% | 加碼 |
| Daiwa Securities Group Inc. | 6,100 | $31.2 萬 | 0.00% | +300+5.2% | 加碼 |
| Virtus Investment Advisers, Inc. | 6,105 | $31.2 萬 | 0.26% | −2,900−32.2% | 減碼 |
| Eqis Capital Management, Inc. | 6,133 | $31.3 萬 | 0.03% | +132+2.2% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 6,200 | $31.7 萬 | 0.00% | −35,705−85.2% | 減碼 |
| Investors Asset Management of Georgia Inc | 6,201 | $31.7 萬 | 0.15% | −394−6.0% | 減碼 |
| Forum Financial Management, LP | 6,204 | $31.7 萬 | 0.01% | +9+0.1% | 加碼 |
| Bessemer Group Inc | 6,260 | $32.0 萬 | 0.00% | −252−3.9% | 減碼 |
| Simplicity Wealth,LLC | 6,307 | $32.2 萬 | 0.01% | +662+11.7% | 加碼 |
| Bleakley Financial Group, LLC | 6,307 | $32.2 萬 | 0.01% | +662+11.7% | 加碼 |
| Regions Financial Corp | 6,328 | $32.3 萬 | 0.00% | 00.0% | 不變 |
| Ballentine Partners, LLC | 6,354 | $32.5 萬 | 0.01% | +52+0.8% | 加碼 |
| Northwestern Mutual Wealth Management Co | 6,365 | $32.5 萬 | 0.00% | −105−1.6% | 減碼 |
| Blueshift Asset Management, LLC | 6,409 | $32.8 萬 | 0.11% | +6,409 | 新進 |
| J. W. Coons Advisors, LLC | 6,427 | $32.8 萬 | 0.08% | +20.0% | 加碼 |
| Wetzel Investment Advisors, Inc. | 6,190 | $33.2 萬 | 0.19% | 00.0% | 不變 |
| Accurate Wealth Management, LLC | 6,278 | $33.2 萬 | 0.08% | −291−4.4% | 減碼 |
| Strategic Investment Advisors | 6,518 | $33.3 萬 | 0.04% | −245−3.6% | 減碼 |
| Meeder Advisory Services, Inc. | 6,529 | $33.4 萬 | 0.02% | +2,467+60.7% | 加碼 |
| Quent Capital, LLC | 6,552 | $33.5 萬 | 0.04% | +32+0.5% | 加碼 |
| Means Investment Co., Inc. | 6,674 | $34.1 萬 | 0.04% | +34+0.5% | 加碼 |
| Skopos Labs, Inc. | 6,395 | $34.4 萬 | 0.15% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 6,760 | $34.6 萬 | 0.01% | +6,760 | 新進 |
| NorthRock Partners, LLC | 6,843 | $35.0 萬 | 0.01% | +139+2.1% | 加碼 |
| nVerses Capital, LLC | 7,000 | $35.8 萬 | 0.21% | +7,000 | 新進 |
| Shelton Capital Management | 7,113 | $36.4 萬 | 0.01% | −794−10.0% | 減碼 |
| Kestra Advisory Services, LLC | 7,130 | $36.4 萬 | 0.00% | +479+7.2% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 7,161 | $36.6 萬 | 0.03% | 00.0% | 不變 |
| Veriti Management LLC | 7,169 | $36.6 萬 | 0.02% | +816+12.8% | 加碼 |
| Patten Group, Inc. | 7,231 | $37.0 萬 | 0.09% | 00.0% | 不變 |
| Fifth Third Wealth Advisors LLC | 7,380 | $37.7 萬 | 0.03% | +7,380 | 新進 |
| J.W. Cole Advisors, Inc. | 7,447 | $38.1 萬 | 0.02% | −377−4.8% | 減碼 |
| Erste Asset Management GmbH | 7,600 | $38.5 萬 | 0.01% | 00.0% | 不變 |
| Wetherby Asset Management Inc | 7,606 | $38.9 萬 | 0.02% | −219−2.8% | 減碼 |
| Clarius Group, LLC | 7,746 | $39.6 萬 | 0.03% | −595−7.1% | 減碼 |
| BancorpSouth Bank | 8,027 | $41.0 萬 | 0.03% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 8,068 | $41.2 萬 | 0.01% | +60+0.7% | 加碼 |
| Baird Financial Group, Inc. | 8,119 | $41.5 萬 | 0.00% | 00.0% | 不變 |
| Caitlin John, LLC | 8,337 | $42.6 萬 | 0.31% | +8,223+7,213.2% | 加碼 |
| Consolidated Planning Corp | 8,382 | $42.8 萬 | 0.07% | +2,730+48.3% | 加碼 |
| Newport Capital Group, LLC | 8,788 | $44.9 萬 | 0.36% | +8,788 | 新進 |
| TFB Advisors LLC | 8,796 | $45.0 萬 | 0.15% | +340+4.0% | 加碼 |
| Quadrature Capital Ltd | 8,918 | $45.6 萬 | 0.01% | −12,145−57.7% | 減碼 |
| Campion Asset Management LLC | 8,920 | $45.6 萬 | 0.36% | 00.0% | 不變 |
| Avantax Advisory Services, Inc. | 8,933 | $45.7 萬 | 0.00% | +8,933 | 新進 |
| CSS LLC | 8,970 | $45.8 萬 | 0.03% | +645+7.7% | 加碼 |
| Balyasny Asset Management LLC | 8,979 | $45.9 萬 | 0.00% | +8,979 | 新進 |
| My Legacy Advisors, LLC | 9,250 | $47.3 萬 | 0.15% | +235+2.6% | 加碼 |
| Old Port Advisors | 9,262 | $47.3 萬 | 0.14% | −186−2.0% | 減碼 |
| Capstone Investment Advisors, LLC | 9,307 | $47.6 萬 | 0.01% | +9,307 | 新進 |
| Venture Visionary Partners LLC | 9,526 | $48.7 萬 | 0.02% | −1,438−13.1% | 減碼 |
| Belpointe Asset Management LLC | 9,526 | $48.7 萬 | 0.03% | +765+8.7% | 加碼 |
| Proequities, Inc. | 9,740 | $49.8 萬 | 0.03% | −121−1.2% | 減碼 |
| Wedmont Private Capital | 9,780 | $50.8 萬 | 0.03% | +4,434+82.9% | 加碼 |
| Westover Capital Advisors, LLC | 9,987 | $51.0 萬 | 0.13% | −260−2.5% | 減碼 |
| Beacon Pointe Advisors, LLC | 10,021 | $51.2 萬 | 0.01% | −100−1.0% | 減碼 |
| Utah Retirement Systems | 10,100 | $51.6 萬 | 0.01% | −700−6.5% | 減碼 |
| Carret Asset Management, LLC | 10,132 | $51.8 萬 | 0.06% | −300−2.9% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 10,126 | $51.8 萬 | 0.01% | +217+2.2% | 加碼 |
| Ieq Capital, LLC | 10,227 | $52.3 萬 | 0.01% | +1,250+13.9% | 加碼 |
| Bridgefront Capital, LLC | 10,305 | $52.7 萬 | 0.22% | +4,521+78.2% | 加碼 |
| CWM, LLC | 10,305 | $52.7 萬 | 0.00% | +2,605+33.8% | 加碼 |
| Csenge Advisory Group | 10,390 | $53.1 萬 | 0.03% | −1,878−15.3% | 減碼 |
| Boxwood Ventures, Inc. | 10,412 | $53.2 萬 | 0.85% | 00.0% | 不變 |
| Pitcairn Co | 10,501 | $53.7 萬 | 0.03% | −377−3.5% | 減碼 |
| United Capital Financial Advisers, LLC | 10,508 | $53.7 萬 | 0.00% | −7,615−42.0% | 減碼 |
| Old National Bancorp | 10,546 | $53.9 萬 | 0.01% | −45−0.4% | 減碼 |
| Financial Advisory Service, Inc. | 10,688 | $54.6 萬 | 0.05% | −696−6.1% | 減碼 |
| D.A. Davidson & Co. | 10,691 | $54.6 萬 | 0.00% | +477+4.7% | 加碼 |
| TownSquare Capital, LLC | 10,786 | $55.1 萬 | 0.01% | +1,295+13.6% | 加碼 |
| HM Payson & Co | 11,057 | $56.5 萬 | 0.01% | −150−1.3% | 減碼 |
| Deerfield Management Company, L.P. (Series C) | 11,057 | $56.5 萬 | 0.01% | +11,057 | 新進 |
| Greenleaf Trust | 11,135 | $56.9 萬 | 0.01% | −69−0.6% | 減碼 |
| Mutual Advisors, LLC | 10,835 | $58.0 萬 | 0.02% | −514−4.5% | 減碼 |
| Coldstream Capital Management Inc | 11,557 | $59.1 萬 | 0.01% | +24+0.2% | 加碼 |
| ClearAlpha Technologies LP | 12,073 | $61.7 萬 | 0.24% | +1,697+16.4% | 加碼 |
| CAPROCK Group, Inc. | 12,087 | $61.8 萬 | 0.03% | +5,362+79.7% | 加碼 |
| Petrus Trust Company, LTA | 12,189 | $62.3 萬 | 0.06% | −4,040−24.9% | 減碼 |
| Point72 Asia (Singapore) Pte. Ltd. | 12,403 | $63.4 萬 | 0.13% | +10,324+496.6% | 加碼 |
| Evergreen Capital Management LLC | 12,573 | $64.3 萬 | 0.02% | −739−5.6% | 減碼 |
| Wellington Management Group LLP | 12,707 | $64.9 萬 | 0.00% | −3,761−22.8% | 減碼 |
| QRG Capital Management, Inc. | 12,786 | $65.3 萬 | 0.01% | +226+1.8% | 加碼 |
| Moran Wealth Management, LLC | 13,074 | $66.8 萬 | 0.02% | +1,285+10.9% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 13,211 | $67.5 萬 | 0.01% | −468−3.4% | 減碼 |
| Park Avenue Securities LLC | 13,306 | $68.0 萬 | 0.01% | −666−4.8% | 減碼 |
| BOS Asset Management, LLC | 13,317 | $68.1 萬 | 0.31% | −115−0.9% | 減碼 |
| M&T Bank Corp | 13,638 | $69.7 萬 | 0.00% | −1,935−12.4% | 減碼 |
| Patten & Patten Inc | 13,677 | $69.9 萬 | 0.05% | −530−3.7% | 減碼 |
| Coombe, Bender & Co LLC | 13,855 | $70.8 萬 | 0.42% | −267−1.9% | 減碼 |
| Versor Investments LP | 13,986 | $71.5 萬 | 0.13% | +13,986 | 新進 |
| Atlas Capital Advisors LLC | 13,999 | $71.5 萬 | 0.09% | −1,267−8.3% | 減碼 |