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 2 季 13F 持有人
Unum Group 在 2025/6/30 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
- 736
- 較 2025 年第 1 季 +14 家
- 持有股數
- 1.52 億
- 較 2025 年第 1 季 −309.2 萬 (−2.0%)
- 總市值
- $122.7 億
- 較 2025 年第 1 季 −$3.49 億 (−2.8%)
- 新進機構
- 82
- 另有 269 家加碼
- 清倉機構
- 68
- 另有 274 家減碼
另有 7 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vicus Capital | 3,130 | $25.3 萬 | 0.02% | +3,130 | 新進 |
| Strategy Asset Managers LLC | 3,191 | $25.8 萬 | 0.05% | +3,191 | 新進 |
| Bank & Trust Co | 3,202 | $25.9 萬 | 0.20% | +213+7.1% | 加碼 |
| Flagship Harbor Advisors, LLC | 3,211 | $25.9 萬 | 0.01% | −2−0.1% | 減碼 |
| Profund Advisors LLC | 3,229 | $26.1 萬 | 0.01% | −327−9.2% | 減碼 |
| Ronald Blue Trust, Inc. | 3,254 | $26.3 萬 | 0.00% | −127−3.8% | 減碼 |
| Jacobi Capital Management LLC | 3,261 | $26.3 萬 | 0.02% | 00.0% | 不變 |
| Baron Wealth Management LLC | 3,269 | $26.4 萬 | 0.09% | −823−20.1% | 減碼 |
| Nichols & Pratt Advisers LLP | 3,270 | $26.4 萬 | 0.02% | 00.0% | 不變 |
| Wellington Management Group LLP | 3,282 | $26.5 萬 | 0.00% | 00.0% | 不變 |
| Eastern Bank | 3,298 | $26.6 萬 | 0.01% | −504−13.3% | 減碼 |
| Capital Square, LLC | 3,328 | $26.6 萬 | 0.14% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 3,301 | $26.7 萬 | 0.03% | −434−11.6% | 減碼 |
| StoneX Group Inc. | 3,305 | $26.7 萬 | 0.01% | −1,564−32.1% | 減碼 |
| KPP Advisory Services LLC | 3,319 | $26.8 萬 | 0.04% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 3,331 | $26.9 萬 | 0.03% | +3,331 | 新進 |
| Resources Investment Advisors, LLC. | 3,343 | $27.0 萬 | 0.00% | −313−8.6% | 減碼 |
| Elyxium Wealth, LLC | 3,344 | $27.0 萬 | 0.10% | +39+1.2% | 加碼 |
| Geneos Wealth Management Inc. | 3,352 | $27.1 萬 | 0.01% | −148−4.2% | 減碼 |
| LaSalle St. Investment Advisors, LLC | 3,362 | $27.1 萬 | 0.07% | +3,362 | 新進 |
| Catalytic Wealth RIA, LLC | 3,357 | $27.1 萬 | 0.02% | +3,357 | 新進 |
| Diversified Trust Co | 3,362 | $27.2 萬 | 0.01% | −15,908−82.6% | 減碼 |
| Brighton Jones LLC | 3,369 | $27.2 萬 | 0.01% | +83+2.5% | 加碼 |
| Syon Capital LLC | 3,391 | $27.4 萬 | 0.02% | +3,391 | 新進 |
| Brown Miller Wealth Management, LLC | 3,399 | $27.4 萬 | 0.09% | +3,399 | 新進 |
| Axxcess Wealth Management, LLC | 3,399 | $27.4 萬 | 0.01% | +3,399 | 新進 |
| Sage Rhino Capital LLC | 3,424 | $27.7 萬 | 0.06% | −49−1.4% | 減碼 |
| Simplex Trading, LLC | 3,462 | $27.9 萬 | 0.01% | −1,270−26.8% | 減碼 |
| Challenger Wealth Management | 3,475 | $28.1 萬 | 0.19% | +3+0.1% | 加碼 |
| Hanson & Doremus Investment Management | 3,480 | $28.1 萬 | 0.04% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 3,493 | $28.2 萬 | 0.00% | +266+8.2% | 加碼 |
| Manchester Capital Management LLC | 3,507 | $28.3 萬 | 0.04% | +2,477+240.5% | 加碼 |
| Spinnaker Trust | 3,515 | $28.4 萬 | 0.02% | 00.0% | 不變 |
| Valeo Financial Advisors, LLC | 3,562 | $28.8 萬 | 0.01% | −8−0.2% | 減碼 |
| Welch & Forbes LLC | 3,572 | $28.8 萬 | 0.00% | −15−0.4% | 減碼 |
| Smartleaf Asset Management LLC | 3,612 | $29.1 萬 | 0.03% | −636−15.0% | 減碼 |
| Sigma Planning Corp | 3,686 | $29.8 萬 | 0.01% | +177+5.0% | 加碼 |
| Moors & Cabot, Inc. | 3,791 | $30.6 萬 | 0.01% | 00.0% | 不變 |
| Gardner Russo & Quinn LLC大師Gardner Russo & Quinn | 3,800 | $30.7 萬 | 0.00% | 00.0% | 不變 |
| Meiji Yasuda Asset Management Co Ltd. | 3,847 | $31.1 萬 | 0.02% | −90−2.3% | 減碼 |
| EP Wealth Advisors, LLC | 3,865 | $31.2 萬 | 0.00% | +365+10.4% | 加碼 |
| Prudential PLC | 3,873 | $31.3 萬 | 0.00% | +3,873 | 新進 |
| Catalyst Funds Management Pty Ltd | 3,900 | $31.5 萬 | 0.09% | +3,900 | 新進 |
| Apollon Wealth Management, LLC | 3,910 | $31.6 萬 | 0.01% | +11+0.3% | 加碼 |
| Paulson Wealth Management Inc. | 3,980 | $32.1 萬 | 0.08% | +69+1.8% | 加碼 |
| Versor Investments LP | 3,986 | $32.2 萬 | 0.06% | −6,400−61.6% | 減碼 |
| Schulhoff & Co Inc | 4,000 | $32.3 萬 | 0.14% | 00.0% | 不變 |
| Arnhold LLC | 4,000 | $32.3 萬 | 0.03% | 00.0% | 不變 |
| Norden Group LLC | 4,007 | $32.4 萬 | 0.04% | −5,886−59.5% | 減碼 |
| Umb Bank N A | 4,016 | $32.4 萬 | 0.01% | +168+4.4% | 加碼 |
| Clarius Group, LLC | 4,041 | $32.6 萬 | 0.02% | 00.0% | 不變 |
| F/M Investments LLC | 4,044 | $32.7 萬 | 0.01% | +4,044 | 新進 |
| Mather Group, LLC. | 4,059 | $32.8 萬 | 0.00% | −662−14.0% | 減碼 |
| Magnetar Financial LLC | 4,077 | $32.9 萬 | 0.00% | −2,661−39.5% | 減碼 |
| KBC Group NV | 4,132 | $33.4 萬 | 0.00% | −2,809−40.5% | 減碼 |
| Laurion Capital Management LP | 4,145 | $33.5 萬 | 0.04% | +4,145 | 新進 |
| Stratos Wealth Partners, LTD. | 4,161 | $33.6 萬 | 0.00% | +359+9.4% | 加碼 |
| Wetzel Investment Advisors, Inc. | 4,190 | $33.8 萬 | 0.15% | 00.0% | 不變 |
| Beacon Financial Group | 4,217 | $34.1 萬 | 0.04% | −60−1.4% | 減碼 |
| FourThought Financial Partners, LLC | 4,231 | $34.2 萬 | 0.03% | −436−9.3% | 減碼 |
| Delta Asset Management LLC | 4,325 | $34.9 萬 | 0.03% | 00.0% | 不變 |
| Swiss Life Asset Management Ltd | 4,340 | $35.0 萬 | 0.00% | +1,663+62.1% | 加碼 |
| Kestra Private Wealth Services, LLC | 4,419 | $35.7 萬 | 0.01% | +4,419 | 新進 |
| Applied Finance Capital Management, LLC | 4,428 | $35.8 萬 | 0.02% | −181−3.9% | 減碼 |
| Cobblestone Capital Advisors LLC | 4,436 | $35.8 萬 | 0.02% | 00.0% | 不變 |
| Nebula Research & Development LLC | 4,437 | $35.8 萬 | 0.03% | +4,437 | 新進 |
| Newport Capital Group, LLC | 4,444 | $35.9 萬 | 0.24% | 00.0% | 不變 |
| Alps Advisors Inc | 4,453 | $36.0 萬 | 0.00% | +54+1.2% | 加碼 |
| Coastline Trust Co | 4,470 | $36.1 萬 | 0.04% | 00.0% | 不變 |
| NDVR, Inc. | 4,526 | $36.6 萬 | 0.34% | +145+3.3% | 加碼 |
| Brooks, Moore & Associates, Inc. | 5,098 | $36.6 萬 | 0.20% | −100−1.9% | 減碼 |
| Allworth Financial LP | 4,550 | $36.7 萬 | 0.00% | +2,322+104.2% | 加碼 |
| Ballentine Partners, LLC | 4,551 | $36.8 萬 | 0.01% | −1,519−25.0% | 減碼 |
| Tripletail Wealth Management, LLC | 5,302 | $36.8 萬 | 0.52% | +5,302 | 新進 |
| Eqis Capital Management, Inc. | 4,593 | $37.1 萬 | 0.03% | −372−7.5% | 減碼 |
| Everence Capital Management Inc | 4,670 | $37.7 萬 | 0.02% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 4,670 | $37.7 萬 | 0.00% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 4,705 | $38.0 萬 | 0.00% | +1,125+31.4% | 加碼 |
| Seeds Investor LLC | 4,717 | $38.1 萬 | 0.09% | −194−4.0% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 4,718 | $38.1 萬 | 0.04% | +60+1.3% | 加碼 |
| Arkadios Wealth Advisors | 4,746 | $38.3 萬 | 0.01% | +4,746 | 新進 |
| Portland Global Advisors LLC | 4,798 | $38.7 萬 | 0.05% | +75+1.6% | 加碼 |
| FJ Capital Management LLC | 4,799 | $38.8 萬 | 0.04% | +4,799 | 新進 |
| SageView Advisory Group, LLC | 4,949 | $39.6 萬 | 0.01% | +172+3.6% | 加碼 |
| AlTi Global, Inc. | 4,916 | $39.7 萬 | 0.01% | 00.0% | 不變 |
| Farringdon Capital, Ltd. | 4,918 | $39.7 萬 | 0.13% | +4,918 | 新進 |
| Caitlin John, LLC | 5,084 | $41.1 萬 | 0.37% | −556−9.9% | 減碼 |
| Quantessence Capital LLC | 5,093 | $41.1 萬 | 0.12% | +5,093 | 新進 |
| Pallas Capital Advisors LLC | 5,209 | $42.1 萬 | 0.02% | +58+1.1% | 加碼 |
| Cambria Investment Management, L.P. | 5,365 | $43.3 萬 | 0.03% | −149−2.7% | 減碼 |
| Boothbay Fund Management, LLC | 5,400 | $43.6 萬 | 0.01% | +1,153+27.1% | 加碼 |
| Tower Research Capital LLC (TRC) | 5,434 | $43.9 萬 | 0.01% | −3,513−39.3% | 減碼 |
| GWM Advisors LLC | 5,440 | $43.9 萬 | 0.00% | +124+2.3% | 加碼 |
| Blair William & Co | 5,539 | $44.7 萬 | 0.00% | +531+10.6% | 加碼 |
| Fountainhead AM, LLC | 5,548 | $44.8 萬 | 0.07% | +566+11.4% | 加碼 |
| Quent Capital, LLC | 5,572 | $45.0 萬 | 0.04% | −870−13.5% | 減碼 |
| Longfellow Investment Management Co LLC | 5,576 | $45.0 萬 | 0.11% | 00.0% | 不變 |
| Genus Capital Management Inc. | 5,595 | $45.2 萬 | 0.06% | 00.0% | 不變 |
| TD Capital Management LLC | 5,657 | $45.7 萬 | 0.04% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 5,681 | $45.7 萬 | 0.00% | +2,501+78.6% | 加碼 |