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 |
|---|---|---|---|---|---|
| Brown Advisory Inc | 6,046 | $44.2 萬 | 0.00% | −728−10.7% | 減碼 |
| GWM Advisors LLC | 6,014 | $43.9 萬 | 0.00% | +326+5.7% | 加碼 |
| Prossimo Advisors, LLC | 6,009 | $43.9 萬 | 0.32% | +14+0.2% | 加碼 |
| Petrus Trust Company, LTA | 5,997 | $43.8 萬 | 0.04% | −9,700−61.8% | 減碼 |
| IHT Wealth Management, LLC | 5,936 | $43.3 萬 | 0.01% | +30+0.5% | 加碼 |
| HB Wealth Management, LLC | 5,928 | $43.3 萬 | 0.00% | +2,146+56.7% | 加碼 |
| First Citizens Bank & Trust Co | 5,868 | $42.9 萬 | 0.01% | +651+12.5% | 加碼 |
| Glenview Trust Co | 5,863 | $42.8 萬 | 0.01% | 00.0% | 不變 |
| Aries Wealth Management | 5,846 | $42.7 萬 | 0.12% | 00.0% | 不變 |
| CIBC Asset Management Inc | 5,838 | $42.6 萬 | 0.00% | +287+5.2% | 加碼 |
| GPS Wealth Strategies Group, LLC | 5,817 | $42.5 萬 | 0.05% | −5,836−50.1% | 減碼 |
| Lion Street Advisors, LLC | 5,751 | $42.0 萬 | 0.13% | 00.0% | 不變 |
| Wetzel Investment Advisors, Inc. | 5,690 | $41.6 萬 | 0.21% | −500−8.1% | 減碼 |
| Fifth Third Wealth Advisors LLC | 5,684 | $41.5 萬 | 0.02% | 00.0% | 不變 |
| XTX Topco Ltd | 5,669 | $41.4 萬 | 0.03% | +5,669 | 新進 |
| MBM Wealth Consultants, LLC | 5,594 | $40.8 萬 | 0.12% | +209+3.9% | 加碼 |
| Sharpepoint LLC | 5,501 | $40.2 萬 | 0.36% | +5,501 | 新進 |
| Envestnet Portfolio Solutions, Inc. | 5,486 | $40.1 萬 | 0.00% | +860+18.6% | 加碼 |
| Chicago Partners Investment Group LLC | 5,385 | $39.3 萬 | 0.01% | +444+9.0% | 加碼 |
| Net Worth Advisory Group | 5,372 | $39.2 萬 | 0.12% | +63+1.2% | 加碼 |
| Lane & Associates LLC | 5,142 | $39.2 萬 | 0.20% | −75−1.4% | 減碼 |
| Wedbush Securities Inc | 5,346 | $39.0 萬 | 0.01% | +5,346 | 新進 |
| Forbes J M & Co LLP | 5,320 | $38.9 萬 | 0.04% | +5,320 | 新進 |
| Lido Advisors, LLC | 5,311 | $38.8 萬 | 0.00% | +10.0% | 加碼 |
| Verition Fund Management LLC | 5,291 | $38.6 萬 | 0.00% | −30,782−85.3% | 減碼 |
| Blair William & Co | 5,272 | $38.5 萬 | 0.00% | +1,546+41.5% | 加碼 |
| Paragon Capital Management Ltd | 5,210 | $38.0 萬 | 0.08% | −91−1.7% | 減碼 |
| Brooks, Moore & Associates, Inc. | 5,198 | $38.0 萬 | 0.22% | 00.0% | 不變 |
| Accurate Wealth Management, LLC | 5,284 | $37.9 萬 | 0.07% | −350−6.2% | 減碼 |
| Colony Group, LLC | 5,172 | $37.8 萬 | 0.00% | +1,118+27.6% | 加碼 |
| Great Lakes Advisors, LLC | 5,150 | $37.6 萬 | 0.00% | −39−0.8% | 減碼 |
| Entropy Technologies, LP | 5,132 | $37.5 萬 | 0.04% | −593−10.4% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,066 | $37.0 萬 | 0.00% | 00.0% | 不變 |
| Taika Capital, LP | 5,050 | $36.9 萬 | 0.28% | +5,050 | 新進 |
| Mather Group, LLC. | 5,005 | $36.6 萬 | 0.00% | +10.0% | 加碼 |
| StoneX Group Inc. | 4,993 | $36.5 萬 | 0.02% | +4,993 | 新進 |
| Eqis Capital Management, Inc. | 4,979 | $36.4 萬 | 0.03% | −502−9.2% | 減碼 |
| Kingsview Wealth Management, LLC | 4,974 | $36.3 萬 | 0.01% | −50,751−91.1% | 減碼 |
| Atria Investments LLC | 4,959 | $36.2 萬 | 0.00% | −34−0.7% | 減碼 |
| Fountainhead AM, LLC | 4,955 | $36.2 萬 | 0.07% | +40+0.8% | 加碼 |
| CSS LLC | 4,945 | $36.1 萬 | 0.02% | −4,563−48.0% | 減碼 |
| AlTi Global, Inc. | 4,906 | $35.8 萬 | 0.01% | −139−2.8% | 減碼 |
| Advisors Asset Management, Inc. | 4,845 | $35.4 萬 | 0.01% | +2,016+71.3% | 加碼 |
| Portland Global Advisors LLC | 4,723 | $34.5 萬 | 0.04% | −2,278−32.5% | 減碼 |
| Aster Capital Management (DIFC) Ltd | 4,677 | $34.2 萬 | 0.13% | +37+0.8% | 加碼 |
| Brown Brothers Harriman & Co | 4,670 | $34.1 萬 | 0.00% | 00.0% | 不變 |
| Everence Capital Management Inc | 4,670 | $34.1 萬 | 0.02% | +4,670 | 新進 |
| FourThought Financial Partners, LLC | 4,667 | $34.1 萬 | 0.04% | +4,667 | 新進 |
| Patriot Financial Group Insurance Agency, LLC | 4,641 | $33.9 萬 | 0.05% | −475−9.3% | 減碼 |
| NDVR, Inc. | 4,548 | $33.2 萬 | 0.32% | +213+4.9% | 加碼 |
| Applied Finance Capital Management, LLC | 4,537 | $33.1 萬 | 0.01% | 00.0% | 不變 |
| Atomi Financial Group, Inc. | 4,525 | $33.0 萬 | 0.02% | +770+20.5% | 加碼 |
| Old North State Wealth Management, LLC | 4,519 | $33.0 萬 | 0.19% | +800+21.5% | 加碼 |
| Merit Financial Group, LLC | 4,496 | $32.8 萬 | 0.01% | +4,496 | 新進 |
| Pallas Capital Advisors LLC | 4,485 | $32.8 萬 | 0.01% | +52+1.2% | 加碼 |
| Coastline Trust Co | 4,470 | $32.6 萬 | 0.04% | 00.0% | 不變 |
| Cobblestone Capital Advisors LLC | 4,468 | $32.6 萬 | 0.02% | 00.0% | 不變 |
| SageView Advisory Group, LLC | 4,438 | $32.4 萬 | 0.01% | −330−6.9% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 9,248 | $32.4 萬 | 0.06% | +9,248 | 新進 |
| Newport Capital Group, LLC | 4,420 | $32.3 萬 | 0.24% | −1,068−19.5% | 減碼 |
| Seeds Investor LLC | 4,398 | $32.1 萬 | 0.09% | +342+8.4% | 加碼 |
| Beacon Financial Group | 4,337 | $31.7 萬 | 0.03% | +8+0.2% | 加碼 |
| Delta Asset Management LLC | 4,325 | $31.6 萬 | 0.03% | 00.0% | 不變 |
| HHM Wealth Advisors, LLC | 4,309 | $31.5 萬 | 0.04% | +5+0.1% | 加碼 |
| Sigma Planning Corp | 4,293 | $31.3 萬 | 0.01% | −94−2.1% | 減碼 |
| Caxton Associates LP | 4,235 | $30.9 萬 | 0.01% | −17,913−80.9% | 減碼 |
| Quadrant Capital Group LLC | 4,164 | $30.4 萬 | 0.02% | 00.0% | 不變 |
| Lake Street Advisors Group, LLC | 4,131 | $30.2 萬 | 0.01% | −366−8.1% | 減碼 |
| Callan Family Office, LLC | 4,112 | $30.0 萬 | 0.02% | +4,112 | 新進 |
| Meiji Yasuda Asset Management Co Ltd. | 4,100 | $29.9 萬 | 0.01% | −105−2.5% | 減碼 |
| Umb Bank N A | 4,084 | $29.8 萬 | 0.00% | +319+8.5% | 加碼 |
| Schulhoff & Co Inc | 4,000 | $29.2 萬 | 0.13% | 00.0% | 不變 |
| Arnhold LLC | 4,000 | $29.2 萬 | 0.03% | 00.0% | 不變 |
| EP Wealth Advisors, LLC | 3,984 | $29.1 萬 | 0.00% | 00.0% | 不變 |
| Apollon Wealth Management, LLC | 3,844 | $28.1 萬 | 0.01% | −105−2.7% | 減碼 |
| Profund Advisors LLC | 3,842 | $28.1 萬 | 0.01% | −490−11.3% | 減碼 |
| Rafferty Asset Management, LLC | 3,837 | $28.0 萬 | 0.00% | −104−2.6% | 減碼 |
| Paulson Wealth Management Inc. | 3,822 | $27.9 萬 | 0.08% | −1,461−27.7% | 減碼 |
| Eastern Bank | 3,802 | $27.8 萬 | 0.01% | 00.0% | 不變 |
| Gardner Russo & Quinn LLC大師Gardner Russo & Quinn | 3,800 | $27.8 萬 | 0.00% | 00.0% | 不變 |
| Longboard Asset Management, LP | 3,794 | $27.7 萬 | 0.73% | +3,794 | 新進 |
| Moors & Cabot, Inc. | 3,791 | $27.7 萬 | 0.01% | 00.0% | 不變 |
| NewEdge Wealth, LLC | 3,763 | $27.5 萬 | 0.00% | −255−6.3% | 減碼 |
| Ground Swell Capital, LLC | 3,665 | $26.8 萬 | 0.58% | +3,665 | 新進 |
| Spinnaker Trust | 3,655 | $26.7 萬 | 0.02% | +96+2.7% | 加碼 |
| Machina Capital S.A.S. | 3,642 | $26.6 萬 | 0.11% | −4,282−54.0% | 減碼 |
| Ronald Blue Trust, Inc. | 3,618 | $26.4 萬 | 0.00% | −7,830−68.4% | 減碼 |
| Welch & Forbes LLC | 3,587 | $26.2 萬 | 0.00% | 00.0% | 不變 |
| Valeo Financial Advisors, LLC | 3,560 | $26.0 萬 | 0.01% | −1,332−27.2% | 減碼 |
| Sage Rhino Capital LLC | 3,535 | $25.8 萬 | 0.06% | −131−3.6% | 減碼 |
| Challenger Wealth Management | 3,528 | $25.8 萬 | 0.22% | +3,528 | 新進 |
| CIBC Private Wealth Group, LLC | 3,491 | $25.5 萬 | 0.00% | −389−10.0% | 減碼 |
| Hanson & Doremus Investment Management | 3,480 | $25.4 萬 | 0.04% | −79−2.2% | 減碼 |
| Ariadne Wealth Management, LP | 3,266 | $25.1 萬 | 0.12% | +31+1.0% | 加碼 |
| Brookstone Capital Management | 3,432 | $25.1 萬 | 0.00% | +3,432 | 新進 |
| Fifth Third Bancorp | 3,422 | $25.0 萬 | 0.00% | −409−10.7% | 減碼 |
| Capital Square, LLC | 3,327 | $25.0 萬 | 0.14% | +3,327 | 新進 |
| Montag A & Associates Inc | 3,410 | $24.9 萬 | 0.01% | +3,410 | 新進 |
| ISAM Funds (UK) Ltd | 3,404 | $24.9 萬 | 0.18% | +3,404 | 新進 |
| Brighton Jones LLC | 3,385 | $24.7 萬 | 0.01% | +3,385 | 新進 |