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 |
|---|---|---|---|---|---|
| Lion Street Advisors, LLC | 5,751 | $34.2 萬 | 0.12% | 00.0% | 不變 |
| Entropy Technologies, LP | 5,725 | $34.0 萬 | 0.04% | +5,725 | 新進 |
| GWM Advisors LLC | 5,688 | $33.8 萬 | 0.00% | −298−5.0% | 減碼 |
| Fifth Third Wealth Advisors LLC | 5,684 | $33.8 萬 | 0.02% | −1,696−23.0% | 減碼 |
| Catalyst Funds Management Pty Ltd | 5,600 | $33.3 萬 | 0.07% | +4,200+300.0% | 加碼 |
| CIBC Asset Management Inc | 5,551 | $33.0 萬 | 0.00% | +180+3.4% | 加碼 |
| Summit Trail Advisors, LLC | 5,494 | $32.7 萬 | 0.01% | +606+12.4% | 加碼 |
| Newport Capital Group, LLC | 5,488 | $32.6 萬 | 0.24% | −3,300−37.6% | 減碼 |
| Eqis Capital Management, Inc. | 5,481 | $32.6 萬 | 0.03% | −652−10.6% | 減碼 |
| MBM Wealth Consultants, LLC | 5,385 | $32.0 萬 | 0.10% | −56−1.0% | 減碼 |
| Lido Advisors, LLC | 5,310 | $31.6 萬 | 0.00% | −3−0.1% | 減碼 |
| Net Worth Advisory Group | 5,309 | $31.6 萬 | 0.09% | +5,309 | 新進 |
| Paragon Capital Management Ltd | 5,301 | $31.5 萬 | 0.06% | +40+0.8% | 加碼 |
| Paulson Wealth Management Inc. | 5,283 | $31.4 萬 | 0.08% | +25+0.5% | 加碼 |
| Chicago Partners Investment Group LLC | 4,941 | $31.3 萬 | 0.01% | +940+23.5% | 加碼 |
| Tower Research Capital LLC (TRC) | 5,224 | $31.1 萬 | 0.01% | +830+18.9% | 加碼 |
| Lane & Associates LLC | 5,217 | $31.0 萬 | 0.17% | +564+12.1% | 加碼 |
| First Citizens Bank & Trust Co | 5,217 | $31.0 萬 | 0.01% | +291+5.9% | 加碼 |
| Brooks, Moore & Associates, Inc. | 5,198 | $30.9 萬 | 0.18% | −300−5.5% | 減碼 |
| Great Lakes Advisors, LLC | 5,189 | $30.8 萬 | 0.00% | +5,189 | 新進 |
| Patriot Financial Group Insurance Agency, LLC | 5,116 | $30.4 萬 | 0.04% | −128−2.4% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,066 | $30.1 萬 | 0.00% | +2,086+70.0% | 加碼 |
| AlTi Global, Inc. | 5,045 | $30.0 萬 | 0.01% | +331+7.0% | 加碼 |
| Mather Group, LLC. | 5,004 | $29.7 萬 | 0.00% | −9−0.2% | 減碼 |
| Atria Investments LLC | 4,993 | $29.7 萬 | 0.00% | −171−3.3% | 減碼 |
| Fountainhead AM, LLC | 4,915 | $29.2 萬 | 0.06% | +37+0.8% | 加碼 |
| Valeo Financial Advisors, LLC | 4,892 | $29.1 萬 | 0.01% | −390−7.4% | 減碼 |
| KBC Group NV | 4,830 | $28.7 萬 | 0.00% | +444+10.1% | 加碼 |
| Wolverine Trading, LLC | 4,893 | $28.7 萬 | 0.01% | +4,893 | 新進 |
| SageView Advisory Group, LLC | 4,768 | $28.3 萬 | 0.01% | −308−6.1% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 4,747 | $28.2 萬 | 0.01% | +574+13.8% | 加碼 |
| Pallas Capital Advisors LLC | 4,433 | $28.1 萬 | 0.01% | +4,433 | 新進 |
| Brown Brothers Harriman & Co | 4,670 | $27.8 萬 | 0.00% | +28+0.6% | 加碼 |
| Aster Capital Management (DIFC) Ltd | 4,640 | $27.6 萬 | 0.06% | +4,640 | 新進 |
| Envestnet Portfolio Solutions, Inc. | 4,626 | $27.5 萬 | 0.00% | +347+8.1% | 加碼 |
| Applied Finance Capital Management, LLC | 4,537 | $27.0 萬 | 0.01% | 00.0% | 不變 |
| DMG Group, LLC | 4,500 | $26.7 萬 | 0.22% | +4,500 | 新進 |
| Lake Street Advisors Group, LLC | 4,497 | $26.7 萬 | 0.01% | 00.0% | 不變 |
| Coastline Trust Co | 4,470 | $26.6 萬 | 0.03% | 00.0% | 不變 |
| Cobblestone Capital Advisors LLC | 4,468 | $26.6 萬 | 0.01% | 00.0% | 不變 |
| Sigma Planning Corp | 4,387 | $26.1 萬 | 0.01% | −427−8.9% | 減碼 |
| Profund Advisors LLC | 4,332 | $25.7 萬 | 0.01% | −283−6.1% | 減碼 |
| Beacon Financial Group | 4,329 | $25.7 萬 | 0.03% | +9+0.2% | 加碼 |
| Delta Asset Management LLC | 4,325 | $25.7 萬 | 0.02% | 00.0% | 不變 |
| HHM Wealth Advisors, LLC | 4,304 | $25.6 萬 | 0.04% | 00.0% | 不變 |
| NDVR, Inc. | 4,335 | $25.4 萬 | 0.26% | +12+0.3% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 4,205 | $25.0 萬 | 0.01% | −280−6.2% | 減碼 |
| Oak Thistle LLC | 4,204 | $25.0 萬 | 0.08% | +4,204 | 新進 |
| Quadrant Capital Group LLC | 4,164 | $24.8 萬 | 0.02% | −97−2.3% | 減碼 |
| National Asset Management, Inc. | 4,154 | $24.7 萬 | 0.01% | −239−5.4% | 減碼 |
| Blackhawk Capital Partners LLC. | 4,127 | $24.5 萬 | 0.13% | +4,127 | 新進 |
| Diametric Capital, LP | 4,068 | $24.2 萬 | 0.12% | +4,068 | 新進 |
| Seeds Investor LLC | 4,056 | $24.1 萬 | 0.09% | +4,056 | 新進 |
| Colony Group, LLC | 4,054 | $24.1 萬 | 0.00% | +4,054 | 新進 |
| NewEdge Wealth, LLC | 4,018 | $23.9 萬 | 0.00% | +4,018 | 新進 |
| Arnhold LLC | 4,000 | $23.8 萬 | 0.02% | −2,008−33.4% | 減碼 |
| Schulhoff & Co Inc | 4,000 | $23.8 萬 | 0.10% | 00.0% | 不變 |
| EP Wealth Advisors, LLC | 3,984 | $23.7 萬 | 0.00% | +3,984 | 新進 |
| Apollon Wealth Management, LLC | 3,949 | $23.5 萬 | 0.01% | +3,949 | 新進 |
| Rafferty Asset Management, LLC | 3,941 | $23.4 萬 | 0.00% | −449−10.2% | 減碼 |
| Mackenzie Financial Corp | 3,928 | $23.3 萬 | 0.00% | −97,534−96.1% | 減碼 |
| CIBC Private Wealth Group, LLC | 3,880 | $23.1 萬 | 0.00% | +3,856+16,066.7% | 加碼 |
| Fifth Third Bancorp | 3,831 | $22.8 萬 | 0.00% | +72+1.9% | 加碼 |
| Ossiam | 3,826 | $22.7 萬 | 0.00% | −745−16.3% | 減碼 |
| Eastern Bank | 3,802 | $22.6 萬 | 0.00% | +3,802 | 新進 |
| Gardner Russo & Quinn LLC大師Gardner Russo & Quinn | 3,800 | $22.6 萬 | 0.00% | −250−6.2% | 減碼 |
| Ariadne Wealth Management, LP | 3,235 | $22.6 萬 | 0.12% | +3,235 | 新進 |
| Moors & Cabot, Inc. | 3,791 | $22.5 萬 | 0.01% | +3,791 | 新進 |
| HB Wealth Management, LLC | 3,782 | $22.5 萬 | 0.00% | +3,782 | 新進 |
| Umb Bank N A | 3,765 | $22.4 萬 | 0.00% | +377+11.1% | 加碼 |
| Atomi Financial Group, Inc. | 3,755 | $22.3 萬 | 0.01% | +3,755 | 新進 |
| Blair William & Co | 3,726 | $22.1 萬 | 0.00% | −391−9.5% | 減碼 |
| Old North State Wealth Management, LLC | 3,719 | $22.1 萬 | 0.12% | +3,719 | 新進 |
| Sage Rhino Capital LLC | 3,666 | $21.8 萬 | 0.05% | +3,666 | 新進 |
| Baird Financial Group, Inc. | 3,663 | $21.8 萬 | 0.00% | −4,456−54.9% | 減碼 |
| Welch & Forbes LLC | 3,587 | $21.3 萬 | 0.00% | +3,587 | 新進 |
| Buckingham Strategic Partners | 3,577 | $21.3 萬 | 0.00% | +3,577 | 新進 |
| Hanson & Doremus Investment Management | 3,559 | $21.2 萬 | 0.03% | 00.0% | 不變 |
| Spinnaker Trust | 3,559 | $21.2 萬 | 0.01% | +3,559 | 新進 |
| Diversified Trust Co | 3,549 | $21.1 萬 | 0.01% | +3,549 | 新進 |
| Laurion Capital Management LP | 3,519 | $20.9 萬 | 0.01% | +3,519 | 新進 |
| Toth Financial Advisory Corp | 3,478 | $20.7 萬 | 0.02% | 00.0% | 不變 |
| KPP Advisory Services LLC | 3,369 | $20.0 萬 | 0.05% | +3,369 | 新進 |
| Farther Finance Advisors, LLC | 3,218 | $19.1 萬 | 0.01% | +1,211+60.3% | 加碼 |
| Daiwa Securities Group Inc. | 3,157 | $18.8 萬 | 0.00% | −2,943−48.2% | 減碼 |
| Clearstead Advisors, LLC | 3,071 | $18.3 萬 | 0.00% | +233+8.2% | 加碼 |
| Parallel Advisors, LLC | 3,043 | $18.1 萬 | 0.00% | +12+0.4% | 加碼 |
| Geneos Wealth Management Inc. | 3,011 | $17.9 萬 | 0.01% | +2,193+268.1% | 加碼 |
| Bank & Trust Co | 2,989 | $17.8 萬 | 0.14% | +155+5.5% | 加碼 |
| Continuum Advisory, LLC | 2,441 | $17.6 萬 | 0.02% | −16−0.7% | 減碼 |
| Newbridge Financial Services Group, Inc. | 2,887 | $17.2 萬 | 0.06% | +285+11.0% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 2,858 | $17.0 萬 | 0.00% | +2,840+15,777.8% | 加碼 |
| Advisors Asset Management, Inc. | 2,829 | $16.8 萬 | 0.00% | +1,847+188.1% | 加碼 |
| GeoWealth Management, LLC | 2,712 | $16.1 萬 | 0.01% | +34+1.3% | 加碼 |
| West Branch Capital LLC | 2,709 | $16.1 萬 | 0.06% | 00.0% | 不變 |
| Nomura Asset Management Co Ltd | 2,640 | $15.7 萬 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 2,570 | $15.3 萬 | 0.02% | 00.0% | 不變 |
| Covestor Ltd | 2,509 | $14.9 萬 | 0.09% | +499+24.8% | 加碼 |
| IFP Advisors, Inc | 2,428 | $14.4 萬 | 0.01% | −410−14.4% | 減碼 |
| Edmond de Rothschild Holding S.A. | 2,367 | $14.1 萬 | 0.00% | 00.0% | 不變 |