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 |
|---|---|---|---|---|---|
| Chicago Partners Investment Group LLC | 5,780 | $46.5 萬 | 0.02% | +395+7.3% | 加碼 |
| Advisors Asset Management, Inc. | 5,729 | $46.7 萬 | 0.01% | +884+18.2% | 加碼 |
| Atomi Financial Group, Inc. | 5,749 | $46.8 萬 | 0.02% | +1,224+27.0% | 加碼 |
| Lion Street Advisors, LLC | 5,751 | $46.8 萬 | 0.15% | 00.0% | 不變 |
| Aries Wealth Management | 5,846 | $47.6 萬 | 0.13% | 00.0% | 不變 |
| Lido Advisors, LLC | 5,847 | $47.6 萬 | 0.00% | +536+10.1% | 加碼 |
| Glenview Trust Co | 5,863 | $47.8 萬 | 0.01% | 00.0% | 不變 |
| Skopos Labs, Inc. | 5,892 | $48.0 萬 | 0.10% | −167−2.8% | 減碼 |
| Plancorp, LLC | 5,910 | $48.1 萬 | 0.02% | +5,910 | 新進 |
| J.W. Cole Advisors, Inc. | 5,919 | $48.2 萬 | 0.01% | −708−10.7% | 減碼 |
| Investors Asset Management of Georgia Inc | 5,926 | $48.3 萬 | 0.24% | −288−4.6% | 減碼 |
| CIBC Asset Management Inc | 5,993 | $48.8 萬 | 0.00% | +155+2.7% | 加碼 |
| IHT Wealth Management, LLC | 5,995 | $48.8 萬 | 0.02% | +59+1.0% | 加碼 |
| Csenge Advisory Group | 6,464 | $49.0 萬 | 0.03% | −22−0.3% | 減碼 |
| Wealthstar Advisors, LLC | 6,027 | $49.1 萬 | 0.22% | +6,027 | 新進 |
| Shelton Capital Management | 6,033 | $49.1 萬 | 0.01% | −417−6.5% | 減碼 |
| MBM Wealth Consultants, LLC | 6,064 | $49.4 萬 | 0.15% | +470+8.4% | 加碼 |
| Quadrant Capital Group LLC | 6,069 | $49.4 萬 | 0.02% | +1,905+45.7% | 加碼 |
| Ballentine Partners, LLC | 6,070 | $49.4 萬 | 0.01% | −823−11.9% | 減碼 |
| Wedbush Securities Inc | 6,117 | $49.8 萬 | 0.02% | +771+14.4% | 加碼 |
| Burns Matteson Capital Management, LLC | 6,165 | $50.2 萬 | 0.27% | +6,165 | 新進 |
| Roof Eidam & Maycock | 6,240 | $50.8 萬 | 0.13% | +3,410+120.5% | 加碼 |
| Centiva Capital, LP | 6,261 | $51.0 萬 | 0.03% | +6,261 | 新進 |
| Baird Financial Group, Inc. | 6,273 | $51.1 萬 | 0.00% | −896−12.5% | 減碼 |
| J. W. Coons Advisors, LLC | 6,289 | $51.2 萬 | 0.14% | +31+0.5% | 加碼 |
| Forum Financial Management, LP | 6,296 | $51.3 萬 | 0.01% | +20.0% | 加碼 |
| Advisors Capital Management, LLC | 6,308 | $51.4 萬 | 0.01% | +136+2.2% | 加碼 |
| Regions Financial Corp | 6,328 | $51.5 萬 | 0.00% | 00.0% | 不變 |
| Cresset Asset Management, LLC | 6,329 | $51.6 萬 | 0.00% | −1,644−20.6% | 減碼 |
| Great Lakes Advisors, LLC | 6,331 | $51.6 萬 | 0.00% | +1,181+22.9% | 加碼 |
| Prossimo Advisors, LLC | 6,338 | $51.6 萬 | 0.39% | +329+5.5% | 加碼 |
| Virtus ETF Advisers LLC | 6,354 | $51.8 萬 | 0.34% | +6,354 | 新進 |
| Quent Capital, LLC | 6,442 | $52.5 萬 | 0.06% | 00.0% | 不變 |
| Patten Group, Inc. | 6,480 | $52.8 萬 | 0.12% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 6,614 | $53.9 萬 | 0.01% | −1,442−17.9% | 減碼 |
| First Citizens Bank & Trust Co | 6,716 | $54.7 萬 | 0.01% | +848+14.5% | 加碼 |
| Magnetar Financial LLC | 6,738 | $54.9 萬 | 0.01% | +6,738 | 新進 |
| Bessemer Group Inc | 6,744 | $54.9 萬 | 0.00% | +208+3.2% | 加碼 |
| Aster Capital Management (DIFC) Ltd | 6,715 | $55.3 萬 | 0.10% | +2,038+43.6% | 加碼 |
| NorthRock Partners, LLC | 6,807 | $55.4 萬 | 0.02% | −477−6.5% | 減碼 |
| KBC Group NV | 6,941 | $56.5 萬 | 0.00% | −46,326−87.0% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 7,026 | $57.2 萬 | 0.03% | +54+0.8% | 加碼 |
| GTS Securities LLC | 7,045 | $57.4 萬 | 0.02% | +7,045 | 新進 |
| First Horizon Advisors, Inc. | 7,087 | $57.7 萬 | 0.02% | −75,813−91.5% | 減碼 |
| Kingsman Wealth Management, Inc. | 7,150 | $58.2 萬 | 0.43% | +7,150 | 新進 |
| Belpointe Asset Management LLC | 7,281 | $59.3 萬 | 0.03% | −1,870−20.4% | 減碼 |
| State of Wyoming | 7,353 | $59.9 萬 | 0.08% | −3,721−33.6% | 減碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,685 | $61.5 萬 | 0.09% | −67−0.9% | 減碼 |
| My Legacy Advisors, LLC | 7,706 | $62.8 萬 | 0.24% | +304+4.1% | 加碼 |
| Kestra Advisory Services, LLC | 7,767 | $63.3 萬 | 0.00% | +550+7.6% | 加碼 |
| Campion Asset Management LLC | 7,800 | $63.5 萬 | 0.49% | −500−6.0% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 7,832 | $63.8 萬 | 0.02% | −1,659−17.5% | 減碼 |
| BancorpSouth Bank | 7,865 | $64.1 萬 | 0.05% | −162−2.0% | 減碼 |
| Hamilton Capital Partners Inc. | 7,886 | $64.2 萬 | 0.04% | −226−2.8% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 7,929 | $64.6 萬 | 0.00% | +7,929 | 新進 |
| Prospera Financial Services Inc | 8,033 | $65.4 萬 | 0.02% | +8,033 | 新進 |
| DMG Group, LLC | 8,275 | $67.4 萬 | 0.55% | +1,170+16.5% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 8,401 | $67.6 萬 | 0.01% | −180−2.1% | 減碼 |
| Maryland State Retirement & Pension System | 8,486 | $69.1 萬 | 0.02% | −1,737−17.0% | 減碼 |
| HB Wealth Management, LLC | 8,565 | $69.8 萬 | 0.01% | +2,637+44.5% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,569 | $69.8 萬 | 0.00% | +3,503+69.1% | 加碼 |
| Meeder Advisory Services, Inc. | 8,738 | $71.2 萬 | 0.04% | −71−0.8% | 減碼 |
| Erste Asset Management GmbH | 8,900 | $71.2 萬 | 0.01% | 00.0% | 不變 |
| Prosperity Consulting Group, LLC | 8,750 | $71.3 萬 | 0.06% | −1,085−11.0% | 減碼 |
| Mutual Advisors, LLC | 9,148 | $71.8 萬 | 0.02% | −1,686−15.6% | 減碼 |
| GAMMA Investing LLC | 8,834 | $72.0 萬 | 0.05% | +941+11.9% | 加碼 |
| Tower Research Capital LLC (TRC) | 8,947 | $72.9 萬 | 0.02% | −4,337−32.6% | 減碼 |
| Pitcairn Co | 8,990 | $73.2 萬 | 0.04% | −211−2.3% | 減碼 |
| D.A. Davidson & Co. | 9,007 | $73.4 萬 | 0.01% | −10,666−54.2% | 減碼 |
| Old Port Advisors | 9,200 | $74.9 萬 | 0.22% | −55−0.6% | 減碼 |
| CSS LLC | 9,299 | $75.7 萬 | 0.05% | +4,354+88.0% | 加碼 |
| L2 Asset Management, LLC | 9,338 | $76.1 萬 | 0.16% | +9,338 | 新進 |
| Benjamin Edwards Inc | 9,478 | $77.2 萬 | 0.01% | +511+5.7% | 加碼 |
| Avantax Advisory Services, Inc. | 9,511 | $77.5 萬 | 0.00% | +285+3.1% | 加碼 |
| AIA Group Ltd | 9,518 | $77.5 萬 | 0.02% | −524−5.2% | 減碼 |
| Venture Visionary Partners LLC | 9,533 | $77.7 萬 | 0.03% | +20.0% | 加碼 |
| United Capital Financial Advisers, LLC | 9,557 | $77.9 萬 | 0.01% | −848−8.1% | 減碼 |
| Measured Wealth Private Client Group, LLC | 9,668 | $78.8 萬 | 0.25% | +2,392+32.9% | 加碼 |
| Utah Retirement Systems | 9,731 | $79.3 萬 | 0.01% | −169−1.7% | 減碼 |
| Scientech Research LLC | 9,801 | $79.8 萬 | 0.21% | +3,410+53.4% | 加碼 |
| Verition Fund Management LLC | 9,830 | $80.1 萬 | 0.00% | +4,539+85.8% | 加碼 |
| Callan Capital, LLC | 9,831 | $80.1 萬 | 0.06% | +770+8.5% | 加碼 |
| Carret Asset Management, LLC | 9,832 | $80.1 萬 | 0.09% | 00.0% | 不變 |
| Norden Group LLC | 9,893 | $80.6 萬 | 0.09% | +9,893 | 新進 |
| SG Americas Securities, LLC | 9,928 | $80.9 萬 | 0.00% | +1,631+19.7% | 加碼 |
| Exchange Traded Concepts, LLC | 9,963 | $81.2 萬 | 0.01% | −3,862−27.9% | 減碼 |
| Oppenheimer & Co Inc | 10,163 | $82.8 萬 | 0.01% | −10,548−50.9% | 減碼 |
| Nomura Holdings Inc | 10,235 | $83.4 萬 | 0.00% | −41,929−80.4% | 減碼 |
| Versor Investments LP | 10,386 | $84.6 萬 | 0.14% | +10,386 | 新進 |
| Boxwood Ventures, Inc. | 10,412 | $84.8 萬 | 1.21% | 00.0% | 不變 |
| United Services Automobile Association | 10,707 | $85.7 萬 | 0.03% | 00.0% | 不變 |
| Summit Trail Advisors, LLC | 10,861 | $88.5 萬 | 0.03% | +2,767+34.2% | 加碼 |
| Greenleaf Trust | 10,879 | $88.6 萬 | 0.01% | −247−2.2% | 減碼 |
| Financial Advisory Service, Inc. | 10,891 | $88.7 萬 | 0.07% | +60+0.6% | 加碼 |
| Tounjian Advisory Partners, LLC | 11,018 | $89.7 萬 | 0.17% | +11,018 | 新進 |
| Dumont & Blake Investment Advisors LLC | 11,110 | $90.5 萬 | 0.25% | −80−0.7% | 減碼 |
| HM Payson & Co | 11,147 | $90.8 萬 | 0.02% | +225+2.1% | 加碼 |
| Savant Capital, LLC | 11,238 | $91.5 萬 | 0.01% | −35,106−75.8% | 減碼 |
| Signet Financial Management, LLC | 11,290 | $92.0 萬 | 0.12% | −763−6.3% | 減碼 |
| Wedmont Private Capital | 12,221 | $92.0 萬 | 0.05% | +1,022+9.1% | 加碼 |