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 4 季 13F 持有人
Unum Group 在 2024/12/31 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
- 685
- 較 2024 年第 3 季 +68 家
- 持有股數
- 1.54 億
- 較 2024 年第 3 季 −225.2 萬 (−1.4%)
- 總市值
- $112.5 億
- 較 2024 年第 3 季 +$19.6 億 (+21.1%)
- 新進機構
- 118
- 另有 222 家加碼
- 清倉機構
- 50
- 另有 250 家減碼
另有 8 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| McIlrath & Eck, LLC | 555 | $4.05 萬 | 0.01% | 00.0% | 不變 |
| Trust Co of Vermont | 571 | $4.17 萬 | 0.00% | −160−21.9% | 減碼 |
| 1620 Investment Advisors, Inc. | 573 | $4.18 萬 | 0.03% | 00.0% | 不變 |
| Founders Capital Management | 600 | $4.38 萬 | 0.03% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 614 | $4.48 萬 | 0.00% | 00.0% | 不變 |
| Millstone Evans Group, LLC | 620 | $4.53 萬 | 0.03% | +620 | 新進 |
| EverSource Wealth Advisors, LLC | 654 | $4.78 萬 | 0.00% | +125+23.6% | 加碼 |
| Federation des caisses Desjardins du Quebec | 679 | $4.96 萬 | 0.00% | 00.0% | 不變 |
| MCF Advisors LLC | 764 | $5.58 萬 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 766 | $5.59 萬 | 0.01% | +160+26.4% | 加碼 |
| Arlington Trust Co LLC | 774 | $5.65 萬 | 0.01% | 00.0% | 不變 |
| Duncker Streett & Co Inc | 800 | $5.84 萬 | 0.01% | +800 | 新進 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 800 | $5.85 萬 | 0.01% | +179+28.8% | 加碼 |
| William B. Walkup & Associates, Inc. | 855 | $6.24 萬 | 0.04% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 867 | $6.33 萬 | 0.01% | −32−3.6% | 減碼 |
| WPG Advisers, LLC | 907 | $6.62 萬 | 0.06% | +907 | 新進 |
| Harbour Investments, Inc. | 930 | $6.80 萬 | 0.00% | +108+13.1% | 加碼 |
| Lindbrook Capital, LLC | 931 | $6.80 萬 | 0.01% | 00.0% | 不變 |
| V-Square Quantitative Management LLC | 958 | $7.00 萬 | 0.01% | +256+36.5% | 加碼 |
| Bryn Mawr Trust Co | 980 | $7.16 萬 | 0.00% | 00.0% | 不變 |
| Pathway Financial Advisers, LLC | 996 | $7.27 萬 | 0.02% | +4+0.4% | 加碼 |
| Central Trust Co | 1,000 | $7.30 萬 | 0.00% | −7−0.7% | 減碼 |
| Kelly Lawrence W & Associates Inc | 1,000 | $7.30 萬 | 0.02% | 00.0% | 不變 |
| Hoey Investments, Inc | 1,050 | $7.67 萬 | 0.01% | 00.0% | 不變 |
| Cranbrook Wealth Management, LLC | 1,082 | $7.90 萬 | 0.02% | 00.0% | 不變 |
| CVA Family Office, LLC | 1,090 | $7.96 萬 | 0.01% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 1,172 | $8.56 萬 | 0.00% | −120−9.3% | 減碼 |
| Venturi Wealth Management, LLC | 1,206 | $8.81 萬 | 0.00% | +278+30.0% | 加碼 |
| IFP Advisors, Inc | 1,234 | $9.01 萬 | 0.00% | −1,194−49.2% | 減碼 |
| SBI Securities Co., Ltd. | 1,241 | $9.06 萬 | 0.00% | +1,241 | 新進 |
| Kapitalo Investimentos Ltda | 1,397 | $10.2 萬 | 0.07% | +1,397 | 新進 |
| Capital Analysts, LLC | 1,476 | $10.8 萬 | 0.00% | +1,476 | 新進 |
| Principal Securities, Inc. | 1,553 | $11.3 萬 | 0.00% | +337+27.7% | 加碼 |
| Addison Advisors LLC | 1,610 | $11.8 萬 | 0.03% | +41+2.6% | 加碼 |
| TD Waterhouse Canada Inc. | 1,671 | $12.2 萬 | 0.00% | +553+49.5% | 加碼 |
| Richardson Financial Services Inc. | 1,700 | $12.4 萬 | 0.09% | −75−4.2% | 減碼 |
| Proffitt & Goodson Inc | 1,786 | $13.0 萬 | 0.02% | 00.0% | 不變 |
| New England Capital Financial Advisors LLC | 1,904 | $13.9 萬 | 0.07% | 00.0% | 不變 |
| Covestor Ltd | 1,947 | $14.2 萬 | 0.09% | −562−22.4% | 減碼 |
| Northwestern Mutual Wealth Management Co | 1,960 | $14.3 萬 | 0.00% | −44−2.2% | 減碼 |
| MAI Capital Management | 1,970 | $14.4 萬 | 0.00% | +1,970 | 新進 |
| Jones Financial Companies LLLP | 2,258 | $16.5 萬 | 0.00% | +1,252+124.5% | 加碼 |
| Allworth Financial LP | 2,220 | $16.7 萬 | 0.00% | +21+1.0% | 加碼 |
| Edmond de Rothschild Holding S.A. | 2,367 | $17.3 萬 | 0.00% | 00.0% | 不變 |
| Continuum Advisory, LLC | 2,383 | $17.4 萬 | 0.02% | −58−2.4% | 減碼 |
| Smartleaf Asset Management LLC | 2,540 | $18.6 萬 | 0.02% | +574+29.2% | 加碼 |
| Private Trust Co NA | 2,570 | $18.8 萬 | 0.02% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 2,597 | $19.0 萬 | 0.01% | −621−19.3% | 減碼 |
| GeoWealth Management, LLC | 2,616 | $19.1 萬 | 0.01% | −96−3.5% | 減碼 |
| Nomura Asset Management Co Ltd | 2,640 | $19.3 萬 | 0.00% | 00.0% | 不變 |
| West Branch Capital LLC | 2,709 | $19.8 萬 | 0.06% | 00.0% | 不變 |
| MJP Associates Inc | 2,750 | $20.1 萬 | 0.04% | +2,750 | 新進 |
| Advisor OS, LLC | 2,750 | $20.1 萬 | 0.02% | +2,750 | 新進 |
| Farringdon Capital, Ltd. | 2,768 | $20.2 萬 | 0.08% | +2,768 | 新進 |
| Boston Private Wealth LLC | 2,788 | $20.4 萬 | 0.00% | +2,788 | 新進 |
| Roof Eidam & Maycock | 2,830 | $20.7 萬 | 0.05% | +2,830 | 新進 |
| Quarry LP | 2,848 | $20.8 萬 | 0.04% | +1,918+206.2% | 加碼 |
| Northwest & Ethical Investments L.P. | 2,900 | $21.2 萬 | 0.01% | +2,900 | 新進 |
| SRS Capital Advisors, Inc. | 2,904 | $21.2 萬 | 0.01% | +1,359+88.0% | 加碼 |
| Sage Capital Management, LLC | 2,921 | $21.3 萬 | 0.11% | +2,921 | 新進 |
| Fragasso Group Inc. | 2,921 | $21.3 萬 | 0.02% | +2,921 | 新進 |
| PFG Investments, LLC | 2,964 | $21.6 萬 | 0.01% | +2,964 | 新進 |
| Stratos Wealth Partners, LTD. | 2,964 | $21.6 萬 | 0.00% | +2,964 | 新進 |
| Leigh Baldwin & Co., LLC | 2,970 | $21.7 萬 | 0.18% | +2,970 | 新進 |
| Blackhawk Capital Partners LLC. | 2,975 | $21.7 萬 | 0.11% | −1,152−27.9% | 減碼 |
| Flagship Harbor Advisors, LLC | 2,980 | $21.8 萬 | 0.01% | +2,980 | 新進 |
| Bank & Trust Co | 2,989 | $21.8 萬 | 0.18% | 00.0% | 不變 |
| 111 Capital | 2,996 | $21.9 萬 | 0.05% | +2,996 | 新進 |
| KKM Financial LLC | 3,000 | $21.9 萬 | 0.09% | +3,000 | 新進 |
| Geneos Wealth Management Inc. | 3,023 | $22.1 萬 | 0.01% | +12+0.4% | 加碼 |
| Portman Square Capital LLP | 3,116 | $22.8 萬 | 0.04% | +3,116 | 新進 |
| Parallel Advisors, LLC | 3,123 | $22.8 萬 | 0.01% | +80+2.6% | 加碼 |
| National Asset Management, Inc. | 3,135 | $22.9 萬 | 0.01% | −1,019−24.5% | 減碼 |
| Atria Wealth Solutions, Inc. | 3,143 | $23.0 萬 | 0.00% | +3,143 | 新進 |
| Beacon Pointe Advisors, LLC | 3,154 | $23.0 萬 | 0.00% | −6,289−66.6% | 減碼 |
| Ossiam | 3,161 | $23.1 萬 | 0.00% | −665−17.4% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 3,188 | $23.3 萬 | 0.01% | +3,188 | 新進 |
| Fidelis Capital Partners, LLC | 3,067 | $23.4 萬 | 0.02% | +3,067 | 新進 |
| Clearstead Advisors, LLC | 3,204 | $23.4 萬 | 0.00% | +133+4.3% | 加碼 |
| Toth Financial Advisory Corp | 3,250 | $23.7 萬 | 0.03% | −228−6.6% | 減碼 |
| Jacobi Capital Management LLC | 3,261 | $23.8 萬 | 0.02% | +3,261 | 新進 |
| Nichols & Pratt Advisers LLP | 3,270 | $23.9 萬 | 0.02% | +3,270 | 新進 |
| Wellington Management Group LLP | 3,282 | $24.0 萬 | 0.00% | +3,282 | 新進 |
| Financial Counselors Inc | 3,285 | $24.0 萬 | 0.00% | +3,285 | 新進 |
| KPP Advisory Services LLC | 3,369 | $24.6 萬 | 0.06% | 00.0% | 不變 |
| Brighton Jones LLC | 3,385 | $24.7 萬 | 0.01% | +3,385 | 新進 |
| ISAM Funds (UK) Ltd | 3,404 | $24.9 萬 | 0.18% | +3,404 | 新進 |
| Montag A & Associates Inc | 3,410 | $24.9 萬 | 0.01% | +3,410 | 新進 |
| Capital Square, LLC | 3,327 | $25.0 萬 | 0.14% | +3,327 | 新進 |
| Fifth Third Bancorp | 3,422 | $25.0 萬 | 0.00% | −409−10.7% | 減碼 |
| Brookstone Capital Management | 3,432 | $25.1 萬 | 0.00% | +3,432 | 新進 |
| Ariadne Wealth Management, LP | 3,266 | $25.1 萬 | 0.12% | +31+1.0% | 加碼 |
| Hanson & Doremus Investment Management | 3,480 | $25.4 萬 | 0.04% | −79−2.2% | 減碼 |
| CIBC Private Wealth Group, LLC | 3,491 | $25.5 萬 | 0.00% | −389−10.0% | 減碼 |
| Challenger Wealth Management | 3,528 | $25.8 萬 | 0.22% | +3,528 | 新進 |
| Sage Rhino Capital LLC | 3,535 | $25.8 萬 | 0.06% | −131−3.6% | 減碼 |
| Valeo Financial Advisors, LLC | 3,560 | $26.0 萬 | 0.01% | −1,332−27.2% | 減碼 |
| Welch & Forbes LLC | 3,587 | $26.2 萬 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 3,618 | $26.4 萬 | 0.00% | −7,830−68.4% | 減碼 |
| Machina Capital S.A.S. | 3,642 | $26.6 萬 | 0.11% | −4,282−54.0% | 減碼 |