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 |
|---|---|---|---|---|---|
| Integrated Wealth Concepts LLC | 11,334 | $92.3 萬 | 0.01% | −1,303−10.3% | 減碼 |
| Paradigm Financial Partners, LLC | 11,482 | $93.5 萬 | 0.12% | −465−3.9% | 減碼 |
| M&T Bank Corp | 11,723 | $95.4 萬 | 0.00% | −357−3.0% | 減碼 |
| Old National Bancorp | 11,734 | $95.6 萬 | 0.03% | −81−0.7% | 減碼 |
| Merit Financial Group, LLC | 12,070 | $98.3 萬 | 0.01% | +7,574+168.5% | 加碼 |
| Caxton Associates LLP | 12,074 | $98.4 萬 | 0.03% | +12,074 | 新進 |
| Affinity Investment Advisors, LLC | 12,098 | $98.6 萬 | 0.80% | −864−6.7% | 減碼 |
| Hillsdale Investment Management Inc. | 12,450 | $101.4 萬 | 0.05% | −800−6.0% | 減碼 |
| Brinker Capital Investments, LLC | 12,467 | $101.5 萬 | 0.01% | −1,092−8.1% | 減碼 |
| Orion Portfolio Solutions, LLC | 12,467 | $101.5 萬 | 0.01% | −1,092−8.1% | 減碼 |
| Securian Asset Management, Inc | 12,479 | $101.7 萬 | 0.03% | −221−1.7% | 減碼 |
| Coldstream Capital Management Inc | 12,517 | $102.0 萬 | 0.02% | −373−2.9% | 減碼 |
| Park Avenue Securities LLC | 12,812 | $104.4 萬 | 0.01% | +334+2.7% | 加碼 |
| FORA Capital, LLC | 12,817 | $104.4 萬 | 0.11% | −27,838−68.5% | 減碼 |
| Evergreen Capital Management LLC | 12,833 | $104.5 萬 | 0.04% | +292+2.3% | 加碼 |
| Sanctuary Advisors, LLC | 12,980 | $105.7 萬 | 0.01% | −2,862−18.1% | 減碼 |
| BOS Asset Management, LLC | 13,033 | $106.2 萬 | 0.36% | 00.0% | 不變 |
| Bailard, Inc. | 13,196 | $107.5 萬 | 0.03% | +13,196 | 新進 |
| Patten & Patten Inc | 13,202 | $107.5 萬 | 0.07% | −140−1.0% | 減碼 |
| CAPROCK Group, Inc. | 13,659 | $111.3 萬 | 0.03% | +1,267+10.2% | 加碼 |
| Commerce Bank | 13,692 | $111.5 萬 | 0.01% | −1,000−6.8% | 減碼 |
| Assetmark, Inc | 13,812 | $112.5 萬 | 0.00% | −2,729−16.5% | 減碼 |
| Westover Capital Advisors, LLC | 14,042 | $114.4 萬 | 0.25% | −476−3.3% | 減碼 |
| CWM, LLC | 14,209 | $115.8 萬 | 0.00% | +199+1.4% | 加碼 |
| Brevan Howard Capital Management LP | 14,300 | $116.5 萬 | 0.03% | +2,269+18.9% | 加碼 |
| Landscape Capital Management, L.L.C. | 14,428 | $117.5 萬 | 0.10% | −2,673−15.6% | 減碼 |
| Moran Wealth Management, LLC | 14,442 | $117.6 萬 | 0.04% | −1,817−11.2% | 減碼 |
| Shell Asset Management Co | 14,553 | $118.5 萬 | 0.06% | −965−6.2% | 減碼 |
| Advisory Research Inc | 14,661 | $119.4 萬 | 0.21% | +40+0.3% | 加碼 |
| Toroso Investments, LLC | 14,774 | $120.3 萬 | 0.01% | +1,937+15.1% | 加碼 |
| XML Financial, LLC | 14,805 | $120.6 萬 | 0.11% | −110−0.7% | 減碼 |
| Walleye Capital LLC | 15,154 | $123.4 萬 | 0.01% | +4,578+43.3% | 加碼 |
| Nilsine Partners, LLC | 15,396 | $125.4 萬 | 0.14% | +15,396 | 新進 |
| Lifestyle Asset Management, Inc. | 15,578 | $126.9 萬 | 0.70% | −3,321−17.6% | 減碼 |
| Ieq Capital, LLC | 15,764 | $128.4 萬 | 0.01% | −4,252−21.2% | 減碼 |
| Neumann Capital Management, LLC | 15,898 | $129.5 萬 | 0.45% | −100−0.6% | 減碼 |
| Redwood Investment Management, LLC | 16,060 | $130.8 萬 | 0.14% | −3,440−17.6% | 減碼 |
| Counterpoint Mutual Funds LLC | 16,272 | $132.6 萬 | 0.19% | +1,405+9.5% | 加碼 |
| Rockefeller Capital Management L.P. | 16,278 | $132.6 萬 | 0.00% | +375+2.4% | 加碼 |
| Virtu Financial LLC | 16,392 | $133.5 萬 | 0.07% | +16,392 | 新進 |
| Kovitz Investment Group Partners, LLC | 17,154 | $139.7 萬 | 0.01% | −1,057−5.8% | 減碼 |
| Asset Management One Co.,Ltd. | 17,302 | $140.9 萬 | 0.00% | +8,120+88.4% | 加碼 |
| Public Employees Retirement Association of Colorado | 17,588 | $143.3 萬 | 0.01% | 00.0% | 不變 |
| Stephens Inc | 17,659 | $143.8 萬 | 0.02% | −407−2.3% | 減碼 |
| Keynote Financial Services LLC | 17,876 | $145.6 萬 | 1.04% | −83−0.5% | 減碼 |
| Atlas Capital Advisors LLC | 18,041 | $147.0 萬 | 0.18% | +2,173+13.7% | 加碼 |
| Northwest & Ethical Investments L.P. | 18,734 | $152.4 萬 | 0.04% | +15,834+546.0% | 加碼 |
| Signaturefd, LLC | 18,819 | $153.3 萬 | 0.03% | −22−0.1% | 減碼 |
| Klein Pavlis & Peasley Financial, Inc. | 18,700 | $153.3 萬 | 1.10% | +18,700 | 新進 |
| QRG Capital Management, Inc. | 19,063 | $155.3 萬 | 0.02% | +5,727+42.9% | 加碼 |
| Federated Hermes, Inc. | 19,069 | $155.3 萬 | 0.00% | −293−1.5% | 減碼 |
| State of Alaska, Department of Revenue | 19,252 | $156.8 萬 | 0.02% | +95+0.5% | 加碼 |
| Diversified Trust Co | 19,270 | $157.0 萬 | 0.04% | +16+0.1% | 加碼 |
| Dynamic Technology Lab Private Ltd | 19,438 | $158.3 萬 | 0.23% | +8,036+70.5% | 加碼 |
| New York Life Investment Management LLC | 19,476 | $158.7 萬 | 0.02% | −111−0.6% | 減碼 |
| MML Investors Services, LLC | 19,532 | $159.1 萬 | 0.01% | +831+4.4% | 加碼 |
| Ethic Inc. | 19,455 | $159.5 萬 | 0.03% | −3,050−13.6% | 減碼 |
| Mercer Global Advisors Inc | 19,993 | $162.9 萬 | 0.00% | +4,156+26.2% | 加碼 |
| 111 Capital | 20,047 | $163.3 萬 | 0.32% | +17,051+569.1% | 加碼 |
| Abacus Planning Group, Inc. | 20,147 | $164.1 萬 | 0.29% | −85−0.4% | 減碼 |
| Oak Thistle LLC | 20,883 | $170.1 萬 | 0.34% | +1,422+7.3% | 加碼 |
| Ascent Group, LLC | 20,955 | $170.7 萬 | 0.07% | +1,386+7.1% | 加碼 |
| Xponance, Inc. | 20,965 | $170.8 萬 | 0.02% | −1,626−7.2% | 減碼 |
| Elo Mutual Pension Insurance Co | 21,206 | $172.7 萬 | 0.04% | +21,206 | 新進 |
| Jefferies Financial Group Inc. | 22,166 | $180.6 萬 | 0.03% | −34,885−61.1% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 22,669 | $184.7 萬 | 0.01% | −5,181−18.6% | 減碼 |
| Convergence Investment Partners, LLC | 23,257 | $189.4 萬 | 0.52% | +5,520+31.1% | 加碼 |
| Sowell Financial Services LLC | 23,537 | $191.7 萬 | 0.09% | −1,397−5.6% | 減碼 |
| Bank of Nova Scotia | 23,551 | $191.8 萬 | 0.00% | −79,977−77.3% | 減碼 |
| Pinebridge Investments, L.P. | 24,134 | $196.6 萬 | 0.02% | −57,032−70.3% | 減碼 |
| VestGen Advisors, LLC | 24,151 | $196.7 萬 | 0.09% | +24,151 | 新進 |
| Investors Research Corp | 24,376 | $198.6 萬 | 0.43% | 00.0% | 不變 |
| Dorsey Wright & Associates | 24,495 | $199.5 萬 | 0.51% | +24,495 | 新進 |
| TownSquare Capital, LLC | 24,781 | $201.9 萬 | 0.02% | +11,681+89.2% | 加碼 |
| Harvest Fund Management Co., Ltd | 26,517 | $204.9 萬 | 0.10% | +13,332+101.1% | 加碼 |
| Qsemble Capital Management, LP | 25,446 | $207.3 萬 | 0.22% | +25,446 | 新進 |
| D. E. Shaw & Co., Inc. | 25,860 | $210.7 萬 | 0.00% | −44,879−63.4% | 減碼 |
| Weaver C. Barksdale & Associates, Inc. | 25,871 | $210.7 萬 | 2.02% | −617−2.3% | 減碼 |
| Sterling Capital Management LLC | 26,111 | $212.7 萬 | 0.03% | −1,355−4.9% | 減碼 |
| Pictet Asset Management Holding SA | 26,342 | $214.4 萬 | 0.00% | +1,062+4.2% | 加碼 |
| Family Management Corp | 27,706 | $225.7 萬 | 0.37% | +27,706 | 新進 |
| NJ State Employees Deferred Compensation Plan | 28,000 | $228.1 萬 | 0.29% | 00.0% | 不變 |
| Natixis | 29,328 | $236.7 萬 | 0.01% | +29,328 | 新進 |
| Total Wealth Planning & Management, Inc. | 29,064 | $236.8 萬 | 2.43% | −911−3.0% | 減碼 |
| The PNC Financial Services Group, Inc. | 29,119 | $237.2 萬 | 0.00% | −1,057−3.5% | 減碼 |
| Waterfront Wealth Inc. | 29,192 | $237.8 萬 | 0.58% | −94−0.3% | 減碼 |
| CIBC World Markets Inc. | 29,286 | $238.6 萬 | 0.01% | −5,072−14.8% | 減碼 |
| Vident Advisory, LLC | 29,611 | $241.2 萬 | 0.04% | +3,704+14.3% | 加碼 |
| Artemis Investment Management LLP | 30,393 | $247.6 萬 | 0.04% | −195,055−86.5% | 減碼 |
| BKD Wealth Advisors, LLC | 30,622 | $249.4 萬 | 0.06% | +485+1.6% | 加碼 |
| Private Advisor Group, LLC | 30,821 | $251.1 萬 | 0.02% | +2,222+7.8% | 加碼 |
| Strategic Global Advisors, LLC | 31,374 | $255.6 萬 | 0.51% | −970−3.0% | 減碼 |
| Concurrent Investment Advisors, LLC | 31,401 | $255.8 萬 | 0.06% | +11,524+58.0% | 加碼 |
| Mubadala Investment Co PJSC | 32,101 | $261.5 萬 | 0.01% | −1,625−4.8% | 減碼 |
| Aviance Capital Partners, LLC | 32,136 | $261.8 萬 | 0.37% | −9,215−22.3% | 減碼 |
| Engineers Gate Manager LP | 32,560 | $265.2 萬 | 0.04% | +32,560 | 新進 |
| Crossmark Global Holdings, Inc. | 33,223 | $270.6 萬 | 0.05% | +2,208+7.1% | 加碼 |
| Bokf, NA | 33,323 | $271.4 萬 | 0.05% | −7,463−18.3% | 減碼 |
| Oregon Public Employees Retirement Fund | 33,908 | $276.2 萬 | 0.05% | −300−0.9% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 34,243 | $278.9 萬 | 0.01% | +1,173+3.5% | 加碼 |