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 |
|---|---|---|---|---|---|
| Fountainhead AM, LLC | 4,878 | $24.9 萬 | 0.06% | −922−15.9% | 減碼 |
| Sigma Planning Corp | 4,814 | $24.6 萬 | 0.01% | −452−8.6% | 減碼 |
| AlTi Global, Inc. | 4,714 | $24.1 萬 | 0.01% | +89+1.9% | 加碼 |
| Brinker Capital Investments, LLC | 4,684 | $23.9 萬 | 0.00% | +4,684 | 新進 |
| Orion Portfolio Solutions, LLC | 4,684 | $23.9 萬 | 0.00% | +4,684 | 新進 |
| Lane & Associates LLC | 4,653 | $23.8 萬 | 0.14% | +105+2.3% | 加碼 |
| Brown Brothers Harriman & Co | 4,642 | $23.7 萬 | 0.00% | +4,058+694.9% | 加碼 |
| State of Wyoming | 4,631 | $23.7 萬 | 0.04% | −3,204−40.9% | 減碼 |
| AE Wealth Management LLC | 4,627 | $23.6 萬 | 0.00% | +4,627 | 新進 |
| Centiva Capital, LP | 4,619 | $23.6 萬 | 0.01% | −11,372−71.1% | 減碼 |
| Profund Advisors LLC | 4,615 | $23.6 萬 | 0.01% | −643−12.2% | 減碼 |
| Ossiam | 4,571 | $23.4 萬 | 0.00% | −5,091−52.7% | 減碼 |
| Edgestream Partners, L.P. | 4,562 | $23.3 萬 | 0.01% | −97,877−95.5% | 減碼 |
| Applied Finance Capital Management, LLC | 4,537 | $23.2 萬 | 0.01% | +4,537 | 新進 |
| Lake Street Advisors Group, LLC | 4,497 | $23.0 萬 | 0.01% | −98−2.1% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 4,485 | $22.9 萬 | 0.01% | −172−3.7% | 減碼 |
| Coastline Trust Co | 4,470 | $22.8 萬 | 0.03% | 00.0% | 不變 |
| Cobblestone Capital Advisors LLC | 4,468 | $22.8 萬 | 0.01% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 4,394 | $22.5 萬 | 0.00% | −4,137−48.5% | 減碼 |
| National Asset Management, Inc. | 4,393 | $22.5 萬 | 0.01% | −8,370−65.6% | 減碼 |
| Rafferty Asset Management, LLC | 4,390 | $22.4 萬 | 0.00% | +4,390 | 新進 |
| KBC Group NV | 4,386 | $22.4 萬 | 0.00% | +396+9.9% | 加碼 |
| Delta Asset Management LLC | 4,325 | $22.1 萬 | 0.02% | 00.0% | 不變 |
| NDVR, Inc. | 4,323 | $22.1 萬 | 0.23% | −262−5.7% | 減碼 |
| Beacon Financial Group | 4,320 | $22.1 萬 | 0.03% | −1,365−24.0% | 減碼 |
| HHM Wealth Advisors, LLC | 4,304 | $22.0 萬 | 0.03% | 00.0% | 不變 |
| Envestnet Portfolio Solutions, Inc. | 4,279 | $21.9 萬 | 0.00% | +4,279 | 新進 |
| Citadel Advisors LLC | 4,272 | $21.8 萬 | 0.00% | −190,617−97.8% | 減碼 |
| Quadrant Capital Group LLC | 4,261 | $21.8 萬 | 0.02% | +578+15.7% | 加碼 |
| Chicago Partners Investment Group LLC | 4,001 | $21.7 萬 | 0.01% | +4,001 | 新進 |
| Wiley Bros.-Aintree Capital, LLC | 4,173 | $21.3 萬 | 0.01% | +4,173 | 新進 |
| Blair William & Co | 4,117 | $21.0 萬 | 0.00% | +4,117 | 新進 |
| Gardner Russo & Quinn LLC大師Gardner Russo & Quinn | 4,050 | $20.7 萬 | 0.00% | 00.0% | 不變 |
| Schulhoff & Co Inc | 4,000 | $20.4 萬 | 0.09% | 00.0% | 不變 |
| Fifth Third Bancorp | 3,759 | $19.2 萬 | 0.00% | +315+9.1% | 加碼 |
| Point72 Hong Kong Ltd | 3,741 | $19.1 萬 | 0.01% | −22,018−85.5% | 減碼 |
| Hanson & Doremus Investment Management | 3,559 | $18.2 萬 | 0.03% | 00.0% | 不變 |
| Toth Financial Advisory Corp | 3,478 | $17.8 萬 | 0.02% | 00.0% | 不變 |
| Umb Bank N A | 3,388 | $17.3 萬 | 0.00% | −2,978−46.8% | 減碼 |
| JJJ Advisors Inc. | 3,326 | $17.0 萬 | 0.04% | −496−13.0% | 減碼 |
| Allworth Financial LP | 3,097 | $16.6 萬 | 0.00% | +22+0.7% | 加碼 |
| Parallel Advisors, LLC | 3,031 | $15.5 萬 | 0.00% | +19+0.6% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,980 | $15.2 萬 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 2,838 | $14.5 萬 | 0.01% | −51−1.8% | 減碼 |
| Clearstead Advisors, LLC | 2,838 | $14.5 萬 | 0.00% | +2,303+430.5% | 加碼 |
| Bank & Trust Co | 2,834 | $14.5 萬 | 0.12% | +2,834 | 新進 |
| West Branch Capital LLC | 2,709 | $13.8 萬 | 0.05% | 00.0% | 不變 |
| GeoWealth Management, LLC | 2,678 | $13.7 萬 | 0.01% | +55+2.1% | 加碼 |
| Nomura Asset Management Co Ltd | 2,640 | $13.5 萬 | 0.00% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 2,602 | $13.3 萬 | 0.05% | +2,602 | 新進 |
| Private Trust Co NA | 2,570 | $13.1 萬 | 0.01% | 00.0% | 不變 |
| Continuum Advisory, LLC | 2,457 | $12.6 萬 | 0.02% | −50−2.0% | 減碼 |
| Proffitt & Goodson Inc | 2,393 | $12.2 萬 | 0.02% | 00.0% | 不變 |
| Edmond de Rothschild Holding S.A. | 2,367 | $12.1 萬 | 0.00% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 2,100 | $10.7 萬 | 0.00% | 00.0% | 不變 |
| Covestor Ltd | 2,010 | $10.3 萬 | 0.07% | +4+0.2% | 加碼 |
| Farther Finance Advisors, LLC | 2,007 | $10.3 萬 | 0.00% | +228+12.8% | 加碼 |
| New England Capital Financial Advisors LLC | 1,904 | $9.73 萬 | 0.05% | 00.0% | 不變 |
| Walleye Capital LLC | 1,795 | $9.17 萬 | 0.00% | −19,367−91.5% | 減碼 |
| Richardson Financial Services Inc. | 1,775 | $9.07 萬 | 0.07% | −180−9.2% | 減碼 |
| Redwood Wealth Management Group, LLC | 1,736 | $8.87 萬 | 0.07% | +1,736 | 新進 |
| International Assets Investment Management, LLC | 1,700 | $8.69 萬 | 0.01% | +1,700 | 新進 |
| FinTrust Capital Advisors, LLC | 1,458 | $7.45 萬 | 0.01% | +1+0.1% | 加碼 |
| Addison Advisors LLC | 1,442 | $7.37 萬 | 0.02% | +280+24.1% | 加碼 |
| SRS Capital Advisors, Inc. | 1,402 | $7.17 萬 | 0.01% | +1,402 | 新進 |
| Catalyst Funds Management Pty Ltd | 1,400 | $7.16 萬 | 0.02% | +1,400 | 新進 |
| Smartleaf Asset Management LLC | 1,375 | $6.97 萬 | 0.01% | +178+14.9% | 加碼 |
| Lindbrook Capital, LLC | 1,323 | $6.76 萬 | 0.01% | −56−4.1% | 減碼 |
| Abich Financial Wealth Management LLC | 1,313 | $6.71 萬 | 0.05% | +1,313 | 新進 |
| Whittier Trust Co of Nevada Inc | 1,292 | $6.60 萬 | 0.00% | 00.0% | 不變 |
| Acadian Asset Management LLC | 1,118 | $5.70 萬 | 0.00% | −114,717−99.0% | 減碼 |
| CVA Family Office, LLC | 1,090 | $5.57 萬 | 0.01% | +15+1.4% | 加碼 |
| Cranbrook Wealth Management, LLC | 1,082 | $5.53 萬 | 0.01% | 00.0% | 不變 |
| Principal Securities, Inc. | 1,078 | $5.51 萬 | 0.00% | −49−4.3% | 減碼 |
| Hoey Investments, Inc | 1,050 | $5.37 萬 | 0.01% | 00.0% | 不變 |
| Kelly Lawrence W & Associates Inc | 1,000 | $5.11 萬 | 0.01% | +500+100.0% | 加碼 |
| Central Trust Co | 1,000 | $5.11 萬 | 0.00% | +1,000 | 新進 |
| Pathway Financial Advisers, LLC | 989 | $5.05 萬 | 0.02% | −394−28.5% | 減碼 |
| Advisors Asset Management, Inc. | 982 | $5.02 萬 | 0.00% | +982 | 新進 |
| Parkside Financial Bank & Trust | 899 | $4.59 萬 | 0.01% | −1−0.1% | 減碼 |
| William B. Walkup & Associates, Inc. | 855 | $4.37 萬 | 0.03% | +855 | 新進 |
| Venturi Wealth Management, LLC | 842 | $4.30 萬 | 0.00% | −104−11.0% | 減碼 |
| Geneos Wealth Management Inc. | 818 | $4.18 萬 | 0.00% | +203+33.0% | 加碼 |
| Family Firm, Inc. | 806 | $4.12 萬 | 0.01% | +806 | 新進 |
| Harbour Investments, Inc. | 792 | $4.05 萬 | 0.00% | +4+0.5% | 加碼 |
| Innealta Capital, LLC | 781 | $3.99 萬 | 0.01% | +781 | 新進 |
| Arlington Trust Co LLC | 774 | $3.96 萬 | 0.01% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 603 | $3.47 萬 | 0.00% | +148+32.5% | 加碼 |
| MCF Advisors LLC | 658 | $3.37 萬 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 643 | $3.29 萬 | 0.00% | +3+0.5% | 加碼 |
| Great Lakes Retirement, Inc. | 616 | $3.15 萬 | 0.00% | +616 | 新進 |
| Steward Partners Investment Advisory, LLC | 614 | $3.14 萬 | 0.00% | −100−14.0% | 減碼 |
| Founders Capital Management | 600 | $3.07 萬 | 0.02% | −1,468−71.0% | 減碼 |
| 1620 Investment Advisors, Inc. | 573 | $2.93 萬 | 0.02% | +573 | 新進 |
| McIlrath & Eck, LLC | 555 | $2.84 萬 | 0.00% | 00.0% | 不變 |
| Manchester Capital Management LLC | 542 | $2.77 萬 | 0.00% | +297+121.2% | 加碼 |
| Federation des caisses Desjardins du Quebec | 529 | $2.70 萬 | 0.00% | 00.0% | 不變 |
| V-Square Quantitative Management LLC | 508 | $2.60 萬 | 0.00% | +508 | 新進 |
| Versant Capital Management, Inc | 503 | $2.57 萬 | 0.01% | +394+361.5% | 加碼 |
| Group One Trading, L.P. | 502 | $2.57 萬 | 0.00% | +502 | 新進 |