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
2025 年第 1 季 13F 持有人
Unum Group 在 2025/3/31 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
- 729
- 較 2024 年第 4 季 +53 家
- 持有股數
- 1.55 億
- 較 2024 年第 4 季 +243.6 萬 (+1.6%)
- 總市值
- $126.4 億
- 較 2024 年第 4 季 +$14.8 億 (+13.3%)
- 新進機構
- 110
- 另有 231 家加碼
- 清倉機構
- 57
- 另有 275 家減碼
另有 9 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 |
2025 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Prime Capital Investment Advisors, LLC | 3,247 | $26.5 萬 | 0.00% | +3,247 | 新進 |
| Petra Financial Advisors Inc | 3,252 | $26.5 萬 | 0.22% | +3,252 | 新進 |
| Jacobi Capital Management LLC | 3,261 | $26.6 萬 | 0.02% | 00.0% | 不變 |
| Gsa Capital Partners LLP | 3,268 | $26.6 萬 | 0.02% | +3,268 | 新進 |
| Nichols & Pratt Advisers LLP | 3,270 | $26.6 萬 | 0.02% | 00.0% | 不變 |
| Wellington Management Group LLP | 3,282 | $26.7 萬 | 0.00% | 00.0% | 不變 |
| Brighton Jones LLC | 3,286 | $26.8 萬 | 0.01% | −99−2.9% | 減碼 |
| Elyxium Wealth, LLC | 3,305 | $26.9 萬 | 0.12% | +3,305 | 新進 |
| KPP Advisory Services LLC | 3,319 | $27.0 萬 | 0.05% | −50−1.5% | 減碼 |
| Capital Square, LLC | 3,328 | $27.1 萬 | 0.16% | +10.0% | 加碼 |
| Ronald Blue Trust, Inc. | 3,381 | $27.5 萬 | 0.00% | −237−6.6% | 減碼 |
| Montag A & Associates Inc | 3,410 | $27.8 萬 | 0.01% | 00.0% | 不變 |
| National Asset Management, Inc. | 3,445 | $28.1 萬 | 0.01% | +310+9.9% | 加碼 |
| Challenger Wealth Management | 3,472 | $28.3 萬 | 0.22% | −56−1.6% | 減碼 |
| Sage Rhino Capital LLC | 3,473 | $28.3 萬 | 0.07% | −62−1.8% | 減碼 |
| Hanson & Doremus Investment Management | 3,480 | $28.3 萬 | 0.04% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 3,455 | $28.3 萬 | 0.01% | +858+33.0% | 加碼 |
| denkapparat Operations GmbH | 3,490 | $28.4 萬 | 0.30% | +3,490 | 新進 |
| Geneos Wealth Management Inc. | 3,500 | $28.5 萬 | 0.01% | +477+15.8% | 加碼 |
| Jump Financial, LLC | 3,500 | $28.5 萬 | 0.00% | −18,525−84.1% | 減碼 |
| EP Wealth Advisors, LLC | 3,500 | $28.5 萬 | 0.00% | −484−12.1% | 減碼 |
| Sigma Planning Corp | 3,509 | $28.6 萬 | 0.01% | −784−18.3% | 減碼 |
| Spinnaker Trust | 3,515 | $28.6 萬 | 0.02% | −140−3.8% | 減碼 |
| Profund Advisors LLC | 3,556 | $29.0 萬 | 0.01% | −286−7.4% | 減碼 |
| Fifth Third Bancorp | 3,558 | $29.0 萬 | 0.00% | +136+4.0% | 加碼 |
| Valeo Financial Advisors, LLC | 3,570 | $29.1 萬 | 0.01% | +10+0.3% | 加碼 |
| Welch & Forbes LLC | 3,587 | $29.2 萬 | 0.00% | 00.0% | 不變 |
| NewEdge Wealth, LLC | 3,613 | $29.4 萬 | 0.01% | −150−4.0% | 減碼 |
| Resources Investment Advisors, LLC. | 3,656 | $29.8 萬 | 0.00% | +3,656 | 新進 |
| GPS Wealth Strategies Group, LLC | 3,735 | $30.4 萬 | 0.04% | −2,082−35.8% | 減碼 |
| Moors & Cabot, Inc. | 3,791 | $30.9 萬 | 0.02% | 00.0% | 不變 |
| Gardner Russo & Quinn LLC大師Gardner Russo & Quinn | 3,800 | $31.0 萬 | 0.00% | 00.0% | 不變 |
| Eastern Bank | 3,802 | $31.0 萬 | 0.01% | 00.0% | 不變 |
| Stratos Wealth Partners, LTD. | 3,802 | $31.0 萬 | 0.00% | +838+28.3% | 加碼 |
| Umb Bank N A | 3,848 | $31.3 萬 | 0.01% | −236−5.8% | 減碼 |
| LifeWealth Investments, LLC | 3,861 | $31.5 萬 | 0.07% | +3,861 | 新進 |
| Apollon Wealth Management, LLC | 3,899 | $31.8 萬 | 0.01% | +55+1.4% | 加碼 |
| Paulson Wealth Management Inc. | 3,911 | $31.9 萬 | 0.09% | +89+2.3% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 3,937 | $32.1 萬 | 0.01% | −163−4.0% | 減碼 |
| Schulhoff & Co Inc | 4,000 | $32.6 萬 | 0.14% | 00.0% | 不變 |
| Arnhold LLC | 4,000 | $32.6 萬 | 0.03% | 00.0% | 不變 |
| Clarius Group, LLC | 4,041 | $32.9 萬 | 0.02% | −3,705−47.8% | 減碼 |
| Sherbrooke Park Advisers LLC | 4,087 | $33.3 萬 | 0.16% | +4,087 | 新進 |
| Baron Wealth Management LLC | 4,092 | $33.3 萬 | 0.15% | +4,092 | 新進 |
| Smartleaf Asset Management LLC | 4,248 | $34.0 萬 | 0.03% | +1,708+67.2% | 加碼 |
| Wetzel Investment Advisors, Inc. | 4,190 | $34.1 萬 | 0.17% | −1,500−26.4% | 減碼 |
| Boothbay Fund Management, LLC | 4,247 | $34.6 萬 | 0.01% | −2,795−39.7% | 減碼 |
| Beacon Financial Group | 4,277 | $34.8 萬 | 0.04% | −60−1.4% | 減碼 |
| HHM Wealth Advisors, LLC | 4,309 | $35.1 萬 | 0.05% | 00.0% | 不變 |
| Delta Asset Management LLC | 4,325 | $35.2 萬 | 0.03% | 00.0% | 不變 |
| Fox Run Management, L.L.C. | 4,359 | $35.5 萬 | 0.06% | +4,359 | 新進 |
| Buckingham Strategic Partners | 4,373 | $35.6 萬 | 0.01% | +4,373 | 新進 |
| NDVR, Inc. | 4,381 | $35.7 萬 | 0.36% | −167−3.7% | 減碼 |
| Alps Advisors Inc | 4,399 | $35.8 萬 | 0.00% | −1,951−30.7% | 減碼 |
| Cobblestone Capital Advisors LLC | 4,436 | $36.1 萬 | 0.02% | −32−0.7% | 減碼 |
| Newport Capital Group, LLC | 4,444 | $36.2 萬 | 0.26% | +24+0.5% | 加碼 |
| Coastline Trust Co | 4,470 | $36.4 萬 | 0.05% | 00.0% | 不變 |
| Applied Finance Capital Management, LLC | 4,609 | $37.5 萬 | 0.03% | +72+1.6% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 4,658 | $37.9 萬 | 0.05% | +17+0.4% | 加碼 |
| Everence Capital Management Inc | 4,670 | $38.0 萬 | 0.03% | 00.0% | 不變 |
| FourThought Financial Partners, LLC | 4,667 | $38.0 萬 | 0.04% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 4,670 | $38.0 萬 | 0.00% | 00.0% | 不變 |
| Centennial Wealth Advisory LLC | 4,694 | $38.2 萬 | 0.14% | +4,694 | 新進 |
| Callan Family Office, LLC | 4,704 | $38.3 萬 | 0.03% | +592+14.4% | 加碼 |
| Mather Group, LLC. | 4,721 | $38.5 萬 | 0.00% | −284−5.7% | 減碼 |
| Atria Investments LLC | 4,722 | $38.5 萬 | 0.00% | −237−4.8% | 減碼 |
| Portland Global Advisors LLC | 4,723 | $38.5 萬 | 0.05% | 00.0% | 不變 |
| Simplex Trading, LLC | 4,732 | $38.5 萬 | 0.01% | −7,371−60.9% | 減碼 |
| SageView Advisory Group, LLC | 4,777 | $38.9 萬 | 0.02% | +339+7.6% | 加碼 |
| Kingsview Wealth Management, LLC | 4,838 | $39.4 萬 | 0.01% | −136−2.7% | 減碼 |
| StoneX Group Inc. | 4,869 | $39.7 萬 | 0.02% | −124−2.5% | 減碼 |
| Seeds Investor LLC | 4,911 | $40.0 萬 | 0.11% | +513+11.7% | 加碼 |
| AlTi Global, Inc. | 4,916 | $40.0 萬 | 0.01% | +10+0.2% | 加碼 |
| SummitTX Capital, L.P. | 4,959 | $40.4 萬 | 0.02% | +4,959 | 新進 |
| Eqis Capital Management, Inc. | 4,965 | $40.4 萬 | 0.03% | −14−0.3% | 減碼 |
| National Bank of Canada | 4,978 | $40.5 萬 | 0.00% | −92,380−94.9% | 減碼 |
| Fountainhead AM, LLC | 4,982 | $40.6 萬 | 0.07% | +27+0.5% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 4,990 | $40.7 萬 | 0.00% | −496−9.0% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 5,003 | $40.8 萬 | 0.03% | −8,155−62.0% | 減碼 |
| Blair William & Co | 5,008 | $40.8 萬 | 0.00% | −264−5.0% | 減碼 |
| Lane & Associates LLC | 5,013 | $40.8 萬 | 0.22% | −129−2.5% | 減碼 |
| Pallas Capital Advisors LLC | 5,151 | $42.0 萬 | 0.02% | +666+14.8% | 加碼 |
| Brooks, Moore & Associates, Inc. | 5,198 | $42.3 萬 | 0.24% | 00.0% | 不變 |
| Colony Group, LLC | 5,230 | $42.6 萬 | 0.00% | +58+1.1% | 加碼 |
| Paragon Capital Management Ltd | 5,238 | $42.7 萬 | 0.09% | +28+0.5% | 加碼 |
| GWM Advisors LLC | 5,316 | $43.3 萬 | 0.00% | −698−11.6% | 減碼 |
| Flossbach Von Storch AG | 5,325 | $43.4 萬 | 0.00% | +5,325 | 新進 |
| Sharpepoint LLC | 5,501 | $43.6 萬 | 0.38% | 00.0% | 不變 |
| Means Investment Co., Inc. | 5,462 | $44.5 萬 | 0.05% | −1,270−18.9% | 減碼 |
| Net Worth Advisory Group | 5,483 | $44.7 萬 | 0.14% | +111+2.1% | 加碼 |
| Cambria Investment Management, L.P. | 5,514 | $44.9 萬 | 0.03% | +5,514 | 新進 |
| Point72 (DIFC) Ltd | 5,543 | $45.2 萬 | 0.04% | +5,543 | 新進 |
| Longfellow Investment Management Co LLC | 5,576 | $45.4 萬 | 0.11% | +5,576 | 新進 |
| Genus Capital Management Inc. | 5,595 | $45.6 萬 | 0.07% | +5,595 | 新進 |
| Caitlin John, LLC | 5,640 | $45.9 萬 | 0.45% | −1,246−18.1% | 減碼 |
| TD Capital Management LLC | 5,657 | $46.1 萬 | 0.05% | +5,657 | 新進 |
| Hennion & Walsh Asset Management, Inc. | 5,670 | $46.2 萬 | 0.02% | +5,670 | 新進 |
| Brown Advisory Inc | 5,692 | $46.4 萬 | 0.00% | −354−5.9% | 減碼 |
| Fifth Third Wealth Advisors LLC | 5,704 | $46.5 萬 | 0.02% | +20+0.4% | 加碼 |
| Pacer Advisors, Inc. | 5,710 | $46.5 萬 | 0.00% | −19,332−77.2% | 減碼 |