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 |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 15,903 | $115.5 萬 | 0.00% | −461−2.8% | 減碼 |
| Mercer Global Advisors Inc | 15,837 | $115.7 萬 | 0.00% | −1,983−11.1% | 減碼 |
| Atlas Capital Advisors LLC | 15,868 | $115.9 萬 | 0.15% | +767+5.1% | 加碼 |
| Fieldview Capital Management, LLC | 15,985 | $116.7 萬 | 0.18% | +15,985 | 新進 |
| Neumann Capital Management, LLC | 15,998 | $116.8 萬 | 0.39% | −685−4.1% | 減碼 |
| Moran Wealth Management, LLC | 16,259 | $118.7 萬 | 0.04% | +3,349+25.9% | 加碼 |
| Assetmark, Inc | 16,541 | $120.8 萬 | 0.00% | −622,267−97.4% | 減碼 |
| Sanctuary Advisors, LLC | 15,842 | $122.0 萬 | 0.01% | −6,170−28.0% | 減碼 |
| Polianta Ltd | 17,000 | $124.1 萬 | 0.59% | +17,000 | 新進 |
| Landscape Capital Management, L.L.C. | 17,101 | $124.9 萬 | 0.13% | +17,101 | 新進 |
| Public Employees Retirement Association of Colorado | 17,588 | $128.4 萬 | 0.01% | −2,624−13.0% | 減碼 |
| Convergence Investment Partners, LLC | 17,737 | $129.5 萬 | 0.29% | +1,661+10.3% | 加碼 |
| Keynote Financial Services LLC | 17,959 | $131.2 萬 | 1.01% | −1,835−9.3% | 減碼 |
| Stephens Inc | 18,066 | $131.9 萬 | 0.02% | −850−4.5% | 減碼 |
| Kovitz Investment Group Partners, LLC | 18,211 | $133.0 萬 | 0.01% | +147+0.8% | 加碼 |
| MML Investors Services, LLC | 18,701 | $136.6 萬 | 0.00% | +1,413+8.2% | 加碼 |
| Signaturefd, LLC | 18,841 | $137.6 萬 | 0.03% | −181−1.0% | 減碼 |
| Lifestyle Asset Management, Inc. | 18,899 | $138.0 萬 | 0.75% | −607−3.1% | 減碼 |
| Prana Capital Management, LP | 19,025 | $138.9 萬 | 0.07% | −189,041−90.9% | 減碼 |
| State of Alaska, Department of Revenue | 19,157 | $139.9 萬 | 0.02% | −700−3.5% | 減碼 |
| Diversified Trust Co | 19,254 | $140.6 萬 | 0.03% | +15,705+442.5% | 加碼 |
| Federated Hermes, Inc. | 19,362 | $141.4 萬 | 0.00% | −694−3.5% | 減碼 |
| Oak Thistle LLC | 19,461 | $142.1 萬 | 0.42% | +15,257+362.9% | 加碼 |
| Redwood Investment Management, LLC | 19,500 | $142.4 萬 | 0.14% | −8,915−31.4% | 減碼 |
| Ascent Group, LLC | 19,569 | $142.9 萬 | 0.11% | −781−3.8% | 減碼 |
| New York Life Investment Management LLC | 19,587 | $143.0 萬 | 0.01% | −2,125−9.8% | 減碼 |
| D.A. Davidson & Co. | 19,673 | $143.7 萬 | 0.01% | −1,253−6.0% | 減碼 |
| Concurrent Investment Advisors, LLC | 19,877 | $145.2 萬 | 0.04% | +1,927+10.7% | 加碼 |
| Omers Administration Corp | 20,000 | $146.1 萬 | 0.01% | −23,900−54.4% | 減碼 |
| Ieq Capital, LLC | 20,016 | $146.2 萬 | 0.01% | +3,695+22.6% | 加碼 |
| Canada Pension Plan Investment Board | 20,100 | $146.8 萬 | 0.00% | −67,900−77.2% | 減碼 |
| Abacus Planning Group, Inc. | 20,232 | $147.8 萬 | 0.26% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 20,711 | $151.3 萬 | 0.02% | +5,623+37.3% | 加碼 |
| Interval Partners, LP | 21,300 | $155.6 萬 | 0.04% | +21,300 | 新進 |
| Gotham Asset Management, LLC | 21,374 | $156.1 萬 | 0.01% | +2,170+11.3% | 加碼 |
| Jump Financial, LLC | 22,025 | $160.8 萬 | 0.03% | +22,025 | 新進 |
| Ethic Inc. | 22,505 | $164.4 萬 | 0.03% | +2,305+11.4% | 加碼 |
| Xponance, Inc. | 22,591 | $165.0 萬 | 0.02% | +1,681+8.0% | 加碼 |
| Caption Management, LLC | 23,200 | $169.4 萬 | 0.07% | +22,100+2,009.1% | 加碼 |
| Graham Capital Management, L.P. | 23,328 | $170.4 萬 | 0.05% | +23,328 | 新進 |
| Concentric Capital Strategies, LP | 23,508 | $171.7 萬 | 0.11% | +23,508 | 新進 |
| Investors Research Corp | 24,376 | $178.0 萬 | 0.39% | −10,224−29.5% | 減碼 |
| Sowell Financial Services LLC | 24,934 | $182.1 萬 | 0.10% | +689+2.8% | 加碼 |
| Pacer Advisors, Inc. | 25,042 | $182.9 萬 | 0.00% | −6,459−20.5% | 減碼 |
| Pictet Asset Management Holding SA | 25,280 | $184.6 萬 | 0.00% | +896+3.7% | 加碼 |
| Vident Advisory, LLC | 25,907 | $189.2 萬 | 0.03% | −1,286−4.7% | 減碼 |
| Squarepoint Ops LLC | 26,189 | $191.3 萬 | 0.00% | −8,821−25.2% | 減碼 |
| Weaver C. Barksdale & Associates, Inc. | 26,488 | $193.5 萬 | 1.85% | +26,488 | 新進 |
| Teza Capital Management LLC | 26,883 | $196.3 萬 | 0.30% | +26,883 | 新進 |
| Sterling Capital Management LLC | 27,466 | $200.6 萬 | 0.03% | +3,724+15.7% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 27,850 | $203.4 萬 | 0.01% | −4,783−14.7% | 減碼 |
| NJ State Employees Deferred Compensation Plan | 28,000 | $204.5 萬 | 0.25% | 00.0% | 不變 |
| Private Advisor Group, LLC | 28,599 | $208.9 萬 | 0.01% | −470−1.6% | 減碼 |
| Waterfront Wealth Inc. | 29,286 | $213.9 萬 | 0.52% | −13,315−31.3% | 減碼 |
| Natixis Advisors, L.P. | 29,957 | $218.8 萬 | 0.00% | +1,162+4.0% | 加碼 |
| Total Wealth Planning & Management, Inc. | 29,975 | $218.9 萬 | 2.15% | +29,975 | 新進 |
| Boston Financial Mangement LLC | 30,000 | $219.1 萬 | 0.07% | −10,000−25.0% | 減碼 |
| BKD Wealth Advisors, LLC | 30,137 | $220.1 萬 | 0.05% | −716−2.3% | 減碼 |
| The PNC Financial Services Group, Inc. | 30,176 | $220.4 萬 | 0.00% | +2,072+7.4% | 加碼 |
| Crossmark Global Holdings, Inc. | 31,015 | $226.5 萬 | 0.04% | −691−2.2% | 減碼 |
| Hancock Whitney Corp | 32,197 | $235.1 萬 | 0.07% | +91+0.3% | 加碼 |
| Strategic Global Advisors, LLC | 32,344 | $236.2 萬 | 0.43% | +1,488+4.8% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 33,070 | $241.5 萬 | 0.01% | −1,382−4.0% | 減碼 |
| Advisory Services Network, LLC | 33,100 | $241.7 萬 | 0.05% | −3,030−8.4% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 33,347 | $243.5 萬 | 0.01% | +589+1.8% | 加碼 |
| Abn Amro Investment Solutions | 33,569 | $245.2 萬 | 0.05% | +7,206+27.3% | 加碼 |
| Mubadala Investment Co PJSC | 33,726 | $246.3 萬 | 0.01% | +33,726 | 新進 |
| Agf Management Ltd | 34,090 | $249.0 萬 | 0.01% | −22,494−39.8% | 減碼 |
| CBOE Vest Financial, LLC | 34,103 | $249.1 萬 | 0.04% | +7,944+30.4% | 加碼 |
| Ritholtz Wealth Management | 34,177 | $249.6 萬 | 0.07% | +637+1.9% | 加碼 |
| Oregon Public Employees Retirement Fund | 34,208 | $249.8 萬 | 0.05% | −371−1.1% | 減碼 |
| CIBC World Markets Inc. | 34,358 | $250.9 萬 | 0.01% | +3,485+11.3% | 加碼 |
| New Mexico Educational Retirement Board | 34,843 | $254.5 萬 | 0.09% | −3,357−8.8% | 減碼 |
| Great Diamond Partners, LLC | 35,684 | $260.6 萬 | 0.67% | −182−0.5% | 減碼 |
| Danske Bank A/S | 35,797 | $261.4 萬 | 0.01% | −1,125−3.0% | 減碼 |
| Naples Global Advisors, LLC | 36,075 | $263.5 萬 | 0.25% | +203+0.6% | 加碼 |
| Cetera Investment Advisers | 36,967 | $270.0 萬 | 0.01% | +2,105+6.0% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 37,104 | $271.0 萬 | 0.02% | −571−1.5% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 37,338 | $272.7 萬 | 0.06% | −581−1.5% | 減碼 |
| DGS Capital Management, LLC | 37,677 | $275.2 萬 | 0.69% | +715+1.9% | 加碼 |
| Sculati Wealth Management, LLC | 38,901 | $284.1 萬 | 1.12% | +200+0.5% | 加碼 |
| Nations Financial Group Inc, | 39,231 | $286.5 萬 | 0.21% | +1,198+3.1% | 加碼 |
| State of Michigan Retirement System | 39,800 | $290.7 萬 | 0.02% | −800−2.0% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 39,826 | $290.9 萬 | 0.01% | +4,859+13.9% | 加碼 |
| Bokf, NA | 40,786 | $292.8 萬 | 0.05% | −976−2.3% | 減碼 |
| Nisa Investment Advisors, LLC | 40,247 | $293.9 萬 | 0.01% | 00.0% | 不變 |
| Credit Agricole S A | 40,438 | $295.3 萬 | 0.01% | +24,299+150.6% | 加碼 |
| FORA Capital, LLC | 40,655 | $296.9 萬 | 0.34% | +40,655 | 新進 |
| Aviance Capital Partners, LLC | 41,351 | $302.0 萬 | 0.42% | +3,870+10.3% | 加碼 |
| CoreCap Advisors, LLC | 41,709 | $304.6 萬 | 0.14% | −784−1.8% | 減碼 |
| Kendall Capital Management | 42,535 | $310.6 萬 | 0.91% | −1,105−2.5% | 減碼 |
| Commonwealth Equity Services, LLC | 43,802 | $319.9 萬 | 0.00% | +2,311+5.6% | 加碼 |
| Handelsbanken Fonder AB | 45,207 | $330.1 萬 | 0.01% | −4,600−9.2% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 45,267 | $330.6 萬 | 0.01% | +3,554+8.5% | 加碼 |
| Bank of Montreal | 45,648 | $333.4 萬 | 0.00% | +1,568+3.6% | 加碼 |
| Savant Capital, LLC | 46,344 | $338.5 萬 | 0.03% | +476+1.0% | 加碼 |
| Louisiana State Employees Retirement System | 46,600 | $340.3 萬 | 0.06% | −800−1.7% | 減碼 |
| STRS Ohio | 49,014 | $357.9 萬 | 0.01% | +3,897+8.6% | 加碼 |
| Anchor Investment Management, LLC | 49,403 | $360.8 萬 | 0.34% | 00.0% | 不變 |
| Arizona State Retirement System | 51,219 | $374.1 萬 | 0.02% | −3,313−6.1% | 減碼 |