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 3 季 13F 持有人
Unum Group 在 2024/9/30 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
- 625
- 較 2024 年第 2 季 +51 家
- 持有股數
- 1.57 億
- 較 2024 年第 2 季 +1,442 萬 (+10.1%)
- 總市值
- $93.0 億
- 較 2024 年第 2 季 +$20.4 億 (+28.1%)
- 新進機構
- 92
- 另有 227 家加碼
- 清倉機構
- 41
- 另有 219 家減碼
另有 5 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Atria Investments LLC | 4,993 | $29.7 萬 | 0.00% | −171−3.3% | 減碼 |
| Mather Group, LLC. | 5,004 | $29.7 萬 | 0.00% | −9−0.2% | 減碼 |
| AlTi Global, Inc. | 5,045 | $30.0 萬 | 0.01% | +331+7.0% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,066 | $30.1 萬 | 0.00% | +2,086+70.0% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 5,116 | $30.4 萬 | 0.04% | −128−2.4% | 減碼 |
| Great Lakes Advisors, LLC | 5,189 | $30.8 萬 | 0.00% | +5,189 | 新進 |
| Brooks, Moore & Associates, Inc. | 5,198 | $30.9 萬 | 0.18% | −300−5.5% | 減碼 |
| First Citizens Bank & Trust Co | 5,217 | $31.0 萬 | 0.01% | +291+5.9% | 加碼 |
| Lane & Associates LLC | 5,217 | $31.0 萬 | 0.17% | +564+12.1% | 加碼 |
| Tower Research Capital LLC (TRC) | 5,224 | $31.1 萬 | 0.01% | +830+18.9% | 加碼 |
| Chicago Partners Investment Group LLC | 4,941 | $31.3 萬 | 0.01% | +940+23.5% | 加碼 |
| Paulson Wealth Management Inc. | 5,283 | $31.4 萬 | 0.08% | +25+0.5% | 加碼 |
| Paragon Capital Management Ltd | 5,301 | $31.5 萬 | 0.06% | +40+0.8% | 加碼 |
| Net Worth Advisory Group | 5,309 | $31.6 萬 | 0.09% | +5,309 | 新進 |
| Lido Advisors, LLC | 5,310 | $31.6 萬 | 0.00% | −3−0.1% | 減碼 |
| MBM Wealth Consultants, LLC | 5,385 | $32.0 萬 | 0.10% | −56−1.0% | 減碼 |
| Eqis Capital Management, Inc. | 5,481 | $32.6 萬 | 0.03% | −652−10.6% | 減碼 |
| Newport Capital Group, LLC | 5,488 | $32.6 萬 | 0.24% | −3,300−37.6% | 減碼 |
| Summit Trail Advisors, LLC | 5,494 | $32.7 萬 | 0.01% | +606+12.4% | 加碼 |
| CIBC Asset Management Inc | 5,551 | $33.0 萬 | 0.00% | +180+3.4% | 加碼 |
| Catalyst Funds Management Pty Ltd | 5,600 | $33.3 萬 | 0.07% | +4,200+300.0% | 加碼 |
| Fifth Third Wealth Advisors LLC | 5,684 | $33.8 萬 | 0.02% | −1,696−23.0% | 減碼 |
| GWM Advisors LLC | 5,688 | $33.8 萬 | 0.00% | −298−5.0% | 減碼 |
| Entropy Technologies, LP | 5,725 | $34.0 萬 | 0.04% | +5,725 | 新進 |
| Lion Street Advisors, LLC | 5,751 | $34.2 萬 | 0.12% | 00.0% | 不變 |
| Capstone Investment Advisors, LLC | 5,823 | $34.6 萬 | 0.01% | −3,484−37.4% | 減碼 |
| Aries Wealth Management | 5,846 | $34.7 萬 | 0.10% | +5,846 | 新進 |
| Advisors Capital Management, LLC | 5,849 | $34.8 萬 | 0.01% | +5,849 | 新進 |
| Glenview Trust Co | 5,863 | $34.8 萬 | 0.01% | 00.0% | 不變 |
| IHT Wealth Management, LLC | 5,906 | $35.1 萬 | 0.01% | +269+4.8% | 加碼 |
| Prossimo Advisors, LLC | 5,995 | $35.6 萬 | 0.26% | +25+0.4% | 加碼 |
| Accurate Wealth Management, LLC | 5,634 | $35.6 萬 | 0.07% | −644−10.3% | 減碼 |
| Kestra Advisory Services, LLC | 6,068 | $36.1 萬 | 0.00% | −1,062−14.9% | 減碼 |
| Virtus Investment Advisers, Inc. | 6,105 | $36.3 萬 | 0.29% | 00.0% | 不變 |
| Wetzel Investment Advisors, Inc. | 6,190 | $36.8 萬 | 0.18% | 00.0% | 不變 |
| Forum Financial Management, LP | 6,205 | $36.9 萬 | 0.01% | +10.0% | 加碼 |
| Investors Asset Management of Georgia Inc | 6,208 | $36.9 萬 | 0.17% | +7+0.1% | 加碼 |
| TFB Advisors LLC | 6,317 | $37.5 萬 | 0.11% | −2,479−28.2% | 減碼 |
| Alps Advisors Inc | 6,350 | $37.7 萬 | 0.00% | +6,350 | 新進 |
| Ashton Thomas Private Wealth, LLC | 6,360 | $37.8 萬 | 0.02% | +289+4.8% | 加碼 |
| J. W. Coons Advisors, LLC | 6,367 | $37.8 萬 | 0.09% | −60−0.9% | 減碼 |
| Regions Financial Corp | 6,382 | $37.9 萬 | 0.00% | +54+0.9% | 加碼 |
| Bessemer Group Inc | 6,393 | $38.0 萬 | 0.00% | +133+2.1% | 加碼 |
| AE Wealth Management LLC | 6,395 | $38.0 萬 | 0.00% | +1,768+38.2% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6,510 | $38.7 萬 | 0.06% | +611+10.4% | 加碼 |
| Quent Capital, LLC | 6,573 | $39.1 萬 | 0.04% | +21+0.3% | 加碼 |
| Skopos Labs, Inc. | 6,592 | $39.2 萬 | 0.13% | +197+3.1% | 加碼 |
| Means Investment Co., Inc. | 6,713 | $39.9 萬 | 0.04% | +39+0.6% | 加碼 |
| Brown Advisory Inc | 6,774 | $40.3 萬 | 0.00% | +883+15.0% | 加碼 |
| Ballentine Partners, LLC | 6,806 | $40.5 萬 | 0.01% | +452+7.1% | 加碼 |
| Bleakley Financial Group, LLC | 6,809 | $40.5 萬 | 0.01% | +502+8.0% | 加碼 |
| State of Wyoming | 6,878 | $40.9 萬 | 0.06% | +2,247+48.5% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 6,970 | $41.4 萬 | 0.02% | −191−2.7% | 減碼 |
| Portland Global Advisors LLC | 7,001 | $41.6 萬 | 0.05% | +7,001 | 新進 |
| NorthRock Partners, LLC | 7,038 | $41.8 萬 | 0.01% | +195+2.8% | 加碼 |
| Shelton Capital Management | 7,113 | $42.3 萬 | 0.01% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 7,176 | $42.7 萬 | 0.02% | −271−3.6% | 減碼 |
| GAMMA Investing LLC | 7,213 | $42.9 萬 | 0.04% | +1,346+22.9% | 加碼 |
| Patten Group, Inc. | 7,231 | $43.0 萬 | 0.10% | 00.0% | 不變 |
| My Legacy Advisors, LLC | 7,530 | $44.8 萬 | 0.18% | −1,720−18.6% | 減碼 |
| Wetherby Asset Management Inc | 7,572 | $45.0 萬 | 0.02% | −34−0.4% | 減碼 |
| Clarius Group, LLC | 7,746 | $46.0 萬 | 0.03% | 00.0% | 不變 |
| Hamilton Capital Partners Inc. | 7,900 | $47.0 萬 | 0.04% | +7,900 | 新進 |
| Machina Capital S.A.S. | 7,924 | $47.1 萬 | 0.19% | +7,924 | 新進 |
| BancorpSouth Bank | 8,027 | $47.7 萬 | 0.03% | 00.0% | 不變 |
| Callan Capital, LLC | 8,065 | $47.9 萬 | 0.03% | +2,104+35.3% | 加碼 |
| Centiva Capital, LP | 8,290 | $49.3 萬 | 0.02% | +3,671+79.5% | 加碼 |
| Global Retirement Partners, LLC | 8,292 | $49.3 萬 | 0.01% | +224+2.8% | 加碼 |
| Campion Asset Management LLC | 8,400 | $49.9 萬 | 0.37% | −520−5.8% | 減碼 |
| AdvisorShares Investments LLC | 8,500 | $50.5 萬 | 0.10% | +8,500 | 新進 |
| Caitlin John, LLC | 7,133 | $50.7 萬 | 0.33% | −1,204−14.4% | 減碼 |
| Csenge Advisory Group | 8,163 | $51.2 萬 | 0.03% | −2,227−21.4% | 減碼 |
| SG Americas Securities, LLC | 8,638 | $51.3 萬 | 0.00% | +8,638 | 新進 |
| Erste Asset Management GmbH | 8,800 | $51.6 萬 | 0.01% | +1,200+15.8% | 加碼 |
| Meeder Advisory Services, Inc. | 8,744 | $52.0 萬 | 0.03% | +2,215+33.9% | 加碼 |
| Avantax Advisory Services, Inc. | 8,902 | $52.9 萬 | 0.00% | −31−0.3% | 減碼 |
| Belpointe Asset Management LLC | 8,962 | $53.3 萬 | 0.03% | −564−5.9% | 減碼 |
| Proequities, Inc. | 9,063 | $53.9 萬 | 0.03% | −677−7.0% | 減碼 |
| Veriti Management LLC | 9,082 | $54.0 萬 | 0.03% | +1,913+26.7% | 加碼 |
| Brinker Capital Investments, LLC | 9,109 | $54.1 萬 | 0.01% | +4,425+94.5% | 加碼 |
| Orion Portfolio Solutions, LLC | 9,109 | $54.1 萬 | 0.01% | +4,425+94.5% | 加碼 |
| Simplex Trading, LLC | 9,141 | $54.3 萬 | 0.02% | +9,141 | 新進 |
| Los Angeles Capital Management LLC | 9,221 | $54.8 萬 | 0.00% | +9,221 | 新進 |
| Old Port Advisors | 9,235 | $54.9 萬 | 0.15% | −27−0.3% | 減碼 |
| Lecap Asset Management Ltd | 9,292 | $55.2 萬 | 0.12% | −16,466−63.9% | 減碼 |
| Beacon Pointe Advisors, LLC | 9,443 | $56.1 萬 | 0.01% | −578−5.8% | 減碼 |
| CSS LLC | 9,508 | $56.5 萬 | 0.03% | +538+6.0% | 加碼 |
| Venture Visionary Partners LLC | 9,529 | $56.6 萬 | 0.02% | +30.0% | 加碼 |
| Prosperity Consulting Group, LLC | 9,735 | $57.9 萬 | 0.05% | +9,735 | 新進 |
| Pitcairn Co | 9,761 | $58.0 萬 | 0.03% | −740−7.0% | 減碼 |
| Carret Asset Management, LLC | 9,843 | $58.5 萬 | 0.06% | −289−2.9% | 減碼 |
| Ronald Blue Trust, Inc. | 11,448 | $58.5 萬 | 0.01% | +6,587+135.5% | 加碼 |
| RSM US Wealth Management LLC | 9,985 | $58.8 萬 | 0.01% | +3,225+47.7% | 加碼 |
| Utah Retirement Systems | 9,900 | $58.8 萬 | 0.01% | −200−2.0% | 減碼 |
| Benjamin Edwards Inc | 10,228 | $60.8 萬 | 0.01% | +10,228 | 新進 |
| United Capital Financial Advisers, LLC | 10,379 | $61.7 萬 | 0.01% | −129−1.2% | 減碼 |
| Boxwood Ventures, Inc. | 10,412 | $61.9 萬 | 0.96% | 00.0% | 不變 |
| Versor Investments LP | 10,586 | $62.9 萬 | 0.10% | −3,400−24.3% | 減碼 |
| nVerses Capital, LLC | 10,600 | $63.0 萬 | 0.29% | +3,600+51.4% | 加碼 |
| Old National Bancorp | 10,679 | $63.5 萬 | 0.01% | +133+1.3% | 加碼 |