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 |
|---|---|---|---|---|---|
| Resources Investment Advisors, LLC. | 3,656 | $29.8 萬 | 0.00% | +3,656 | 新進 |
| NewEdge Wealth, LLC | 3,613 | $29.4 萬 | 0.01% | −150−4.0% | 減碼 |
| Welch & Forbes LLC | 3,587 | $29.2 萬 | 0.00% | 00.0% | 不變 |
| Valeo Financial Advisors, LLC | 3,570 | $29.1 萬 | 0.01% | +10+0.3% | 加碼 |
| Fifth Third Bancorp | 3,558 | $29.0 萬 | 0.00% | +136+4.0% | 加碼 |
| Profund Advisors LLC | 3,556 | $29.0 萬 | 0.01% | −286−7.4% | 減碼 |
| Spinnaker Trust | 3,515 | $28.6 萬 | 0.02% | −140−3.8% | 減碼 |
| Sigma Planning Corp | 3,509 | $28.6 萬 | 0.01% | −784−18.3% | 減碼 |
| EP Wealth Advisors, LLC | 3,500 | $28.5 萬 | 0.00% | −484−12.1% | 減碼 |
| Jump Financial, LLC | 3,500 | $28.5 萬 | 0.00% | −18,525−84.1% | 減碼 |
| Geneos Wealth Management Inc. | 3,500 | $28.5 萬 | 0.01% | +477+15.8% | 加碼 |
| denkapparat Operations GmbH | 3,490 | $28.4 萬 | 0.30% | +3,490 | 新進 |
| Farther Finance Advisors, LLC | 3,455 | $28.3 萬 | 0.01% | +858+33.0% | 加碼 |
| Hanson & Doremus Investment Management | 3,480 | $28.3 萬 | 0.04% | 00.0% | 不變 |
| Sage Rhino Capital LLC | 3,473 | $28.3 萬 | 0.07% | −62−1.8% | 減碼 |
| Challenger Wealth Management | 3,472 | $28.3 萬 | 0.22% | −56−1.6% | 減碼 |
| National Asset Management, Inc. | 3,445 | $28.1 萬 | 0.01% | +310+9.9% | 加碼 |
| Montag A & Associates Inc | 3,410 | $27.8 萬 | 0.01% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 3,381 | $27.5 萬 | 0.00% | −237−6.6% | 減碼 |
| Capital Square, LLC | 3,328 | $27.1 萬 | 0.16% | +10.0% | 加碼 |
| KPP Advisory Services LLC | 3,319 | $27.0 萬 | 0.05% | −50−1.5% | 減碼 |
| Elyxium Wealth, LLC | 3,305 | $26.9 萬 | 0.12% | +3,305 | 新進 |
| Brighton Jones LLC | 3,286 | $26.8 萬 | 0.01% | −99−2.9% | 減碼 |
| Wellington Management Group LLP | 3,282 | $26.7 萬 | 0.00% | 00.0% | 不變 |
| Nichols & Pratt Advisers LLP | 3,270 | $26.6 萬 | 0.02% | 00.0% | 不變 |
| Gsa Capital Partners LLP | 3,268 | $26.6 萬 | 0.02% | +3,268 | 新進 |
| Jacobi Capital Management LLC | 3,261 | $26.6 萬 | 0.02% | 00.0% | 不變 |
| Petra Financial Advisors Inc | 3,252 | $26.5 萬 | 0.22% | +3,252 | 新進 |
| Prime Capital Investment Advisors, LLC | 3,247 | $26.5 萬 | 0.00% | +3,247 | 新進 |
| Clearstead Advisors, LLC | 3,227 | $26.3 萬 | 0.00% | +23+0.7% | 加碼 |
| Flagship Harbor Advisors, LLC | 3,213 | $26.2 萬 | 0.01% | +233+7.8% | 加碼 |
| Brookstone Capital Management | 3,170 | $25.8 萬 | 0.00% | −262−7.6% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 3,156 | $25.7 萬 | 0.01% | −32−1.0% | 減碼 |
| Jones Financial Companies LLLP | 3,180 | $25.4 萬 | 0.00% | +922+40.8% | 加碼 |
| International Private Wealth Advisors LLC | 3,099 | $25.2 萬 | 0.24% | +3,099 | 新進 |
| CIBC Private Wealth Group, LLC | 3,580 | $25.2 萬 | 0.00% | +89+2.5% | 加碼 |
| Ariadne Wealth Management, LP | 3,106 | $25.1 萬 | 0.13% | −160−4.9% | 減碼 |
| Financial Counselors Inc | 3,054 | $24.9 萬 | 0.00% | −231−7.0% | 減碼 |
| Parallel Advisors, LLC | 3,055 | $24.9 萬 | 0.01% | −68−2.2% | 減碼 |
| Aaron Wealth Advisors | 3,012 | $24.5 萬 | 0.03% | +3,012 | 新進 |
| Beacon Pointe Advisors, LLC | 3,010 | $24.5 萬 | 0.00% | −144−4.6% | 減碼 |
| KKM Financial LLC | 3,000 | $24.4 萬 | 0.10% | 00.0% | 不變 |
| Bank & Trust Co | 2,989 | $24.3 萬 | 0.20% | 00.0% | 不變 |
| PFG Investments, LLC | 2,964 | $24.1 萬 | 0.02% | 00.0% | 不變 |
| GWN Securities Inc. | 2,960 | $24.1 萬 | 0.01% | +2,960 | 新進 |
| Fidelis Capital Partners, LLC | 3,072 | $24.1 萬 | 0.03% | +5+0.2% | 加碼 |
| Sterling Investment Counsel, LLC | 2,944 | $24.0 萬 | 0.08% | +2,944 | 新進 |
| Fragasso Group Inc. | 2,937 | $23.9 萬 | 0.02% | +16+0.5% | 加碼 |
| Sage Capital Management, LLC | 2,937 | $23.9 萬 | 0.13% | +16+0.5% | 加碼 |
| Toth Financial Advisory Corp | 2,920 | $23.8 萬 | 0.03% | −330−10.2% | 減碼 |
| Boston Private Wealth LLC | 2,867 | $23.4 萬 | 0.01% | +79+2.8% | 加碼 |
| Choate Investment Advisors | 2,821 | $23.0 萬 | 0.01% | +2,821 | 新進 |
| Koshinski Asset Management, Inc. | 2,820 | $23.0 萬 | 0.02% | +2,820 | 新進 |
| Rafferty Asset Management, LLC | 2,817 | $22.9 萬 | 0.00% | −1,020−26.6% | 減碼 |
| MJP Associates Inc | 2,801 | $22.8 萬 | 0.04% | +51+1.9% | 加碼 |
| Advisor OS, LLC | 2,801 | $22.8 萬 | 0.03% | +51+1.9% | 加碼 |
| Leigh Baldwin & Co., LLC | 2,795 | $22.8 萬 | 0.18% | −175−5.9% | 減碼 |
| Perigon Wealth Management, LLC | 2,789 | $22.7 萬 | 0.01% | +2,789 | 新進 |
| Private Trust Co NA | 2,757 | $22.5 萬 | 0.02% | +187+7.3% | 加碼 |
| West Branch Capital LLC | 2,709 | $22.1 萬 | 0.07% | 00.0% | 不變 |
| Swiss Life Asset Management Ltd | 2,677 | $21.8 萬 | 0.00% | +2,677 | 新進 |
| Sequoia Financial Advisors, LLC | 2,655 | $21.6 萬 | 0.00% | +2,655 | 新進 |
| Quest Partners LLC | 2,605 | $21.2 萬 | 0.02% | −3,921−60.1% | 減碼 |
| HighPoint Advisor Group LLC | 2,664 | $21.1 萬 | 0.01% | +2,664 | 新進 |
| Carl P. Sherr & Co., LLC | 2,560 | $20.9 萬 | 0.11% | +2,560 | 新進 |
| GeoWealth Management, LLC | 2,556 | $20.8 萬 | 0.01% | −60−2.3% | 減碼 |
| Proficio Capital Partners LLC | 2,545 | $20.7 萬 | 0.02% | +2,545 | 新進 |
| Versant Capital Management, Inc | 2,540 | $20.7 萬 | 0.03% | +1,774+231.6% | 加碼 |
| Change Path, LLC | 2,539 | $20.7 萬 | 0.01% | +2,539 | 新進 |
| SRS Capital Advisors, Inc. | 2,536 | $20.7 萬 | 0.01% | −368−12.7% | 減碼 |
| Accurate Wealth Management, LLC | 2,731 | $20.6 萬 | 0.04% | −2,553−48.3% | 減碼 |
| Beaton Management Co. Inc. | 2,500 | $20.4 萬 | 0.11% | +2,500 | 新進 |
| Astoria Portfolio Advisors LLC. | 2,591 | $20.4 萬 | 0.07% | +2,591 | 新進 |
| Skyline Advisors, Inc. | 2,500 | $20.4 萬 | 0.08% | +2,500 | 新進 |
| Kathmere Capital Management, LLC | 2,496 | $20.3 萬 | 0.02% | +2,496 | 新進 |
| Retirement Guys Formula LLC | 2,495 | $20.3 萬 | 0.10% | +2,495 | 新進 |
| Modern Wealth Management, LLC | 2,494 | $20.3 萬 | 0.01% | +2,494 | 新進 |
| Simon Quick Advisors, LLC | 2,486 | $20.3 萬 | 0.01% | +2,486 | 新進 |
| Ossiam | 2,441 | $19.9 萬 | 0.00% | −720−22.8% | 減碼 |
| Continuum Advisory, LLC | 2,348 | $19.1 萬 | 0.02% | −35−1.5% | 減碼 |
| Curat Global, LLC | 2,195 | $17.9 萬 | 0.22% | +2,195 | 新進 |
| Allworth Financial LP | 2,228 | $17.7 萬 | 0.00% | +8+0.4% | 加碼 |
| Nomura Asset Management Co Ltd | 2,080 | $16.9 萬 | 0.00% | −560−21.2% | 減碼 |
| Northwestern Mutual Wealth Management Co | 2,064 | $16.8 萬 | 0.00% | +104+5.3% | 加碼 |
| MAI Capital Management | 1,956 | $15.9 萬 | 0.00% | −14−0.7% | 減碼 |
| New England Capital Financial Advisors LLC | 1,904 | $15.5 萬 | 0.08% | 00.0% | 不變 |
| Quarry LP | 1,894 | $15.4 萬 | 0.04% | −954−33.5% | 減碼 |
| TD Waterhouse Canada Inc. | 1,776 | $14.6 萬 | 0.00% | +105+6.3% | 加碼 |
| Proffitt & Goodson Inc | 1,786 | $14.5 萬 | 0.02% | 00.0% | 不變 |
| Richardson Financial Services Inc. | 1,720 | $14.0 萬 | 0.11% | +20+1.2% | 加碼 |
| Canada Pension Plan Investment Board | 1,700 | $13.8 萬 | 0.00% | −18,400−91.5% | 減碼 |
| Addison Advisors LLC | 1,591 | $13.0 萬 | 0.04% | −19−1.2% | 減碼 |
| Capital Analysts, LLC | 1,476 | $12.0 萬 | 0.00% | 00.0% | 不變 |
| Covestor Ltd | 1,427 | $11.7 萬 | 0.08% | −520−26.7% | 減碼 |
| Principal Securities, Inc. | 1,553 | $11.3 萬 | 0.00% | 00.0% | 不變 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,282 | $10.4 萬 | 0.02% | +482+60.3% | 加碼 |
| IFP Advisors, Inc | 1,211 | $9.87 萬 | 0.00% | −23−1.9% | 減碼 |
| Whittier Trust Co of Nevada Inc | 1,172 | $9.55 萬 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 1,106 | $9.01 萬 | 0.01% | +239+27.6% | 加碼 |
| CVA Family Office, LLC | 1,097 | $8.94 萬 | 0.01% | +7+0.6% | 加碼 |