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 |
|---|---|---|---|---|---|
| Smartleaf Asset Management LLC | 3,612 | $29.1 萬 | 0.03% | −636−15.0% | 減碼 |
| Welch & Forbes LLC | 3,572 | $28.8 萬 | 0.00% | −15−0.4% | 減碼 |
| Valeo Financial Advisors, LLC | 3,562 | $28.8 萬 | 0.01% | −8−0.2% | 減碼 |
| Spinnaker Trust | 3,515 | $28.4 萬 | 0.02% | 00.0% | 不變 |
| Manchester Capital Management LLC | 3,507 | $28.3 萬 | 0.04% | +2,477+240.5% | 加碼 |
| Clearstead Advisors, LLC | 3,493 | $28.2 萬 | 0.00% | +266+8.2% | 加碼 |
| Hanson & Doremus Investment Management | 3,480 | $28.1 萬 | 0.04% | 00.0% | 不變 |
| Challenger Wealth Management | 3,475 | $28.1 萬 | 0.19% | +3+0.1% | 加碼 |
| Simplex Trading, LLC | 3,462 | $27.9 萬 | 0.01% | −1,270−26.8% | 減碼 |
| Sage Rhino Capital LLC | 3,424 | $27.7 萬 | 0.06% | −49−1.4% | 減碼 |
| 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 |
| Syon Capital LLC | 3,391 | $27.4 萬 | 0.02% | +3,391 | 新進 |
| Brighton Jones LLC | 3,369 | $27.2 萬 | 0.01% | +83+2.5% | 加碼 |
| Diversified Trust Co | 3,362 | $27.2 萬 | 0.01% | −15,908−82.6% | 減碼 |
| Catalytic Wealth RIA, LLC | 3,357 | $27.1 萬 | 0.02% | +3,357 | 新進 |
| LaSalle St. Investment Advisors, LLC | 3,362 | $27.1 萬 | 0.07% | +3,362 | 新進 |
| Geneos Wealth Management Inc. | 3,352 | $27.1 萬 | 0.01% | −148−4.2% | 減碼 |
| Elyxium Wealth, LLC | 3,344 | $27.0 萬 | 0.10% | +39+1.2% | 加碼 |
| Resources Investment Advisors, LLC. | 3,343 | $27.0 萬 | 0.00% | −313−8.6% | 減碼 |
| Two Sigma Securities, LLC | 3,331 | $26.9 萬 | 0.03% | +3,331 | 新進 |
| KPP Advisory Services LLC | 3,319 | $26.8 萬 | 0.04% | 00.0% | 不變 |
| StoneX Group Inc. | 3,305 | $26.7 萬 | 0.01% | −1,564−32.1% | 減碼 |
| GPS Wealth Strategies Group, LLC | 3,301 | $26.7 萬 | 0.03% | −434−11.6% | 減碼 |
| Capital Square, LLC | 3,328 | $26.6 萬 | 0.14% | 00.0% | 不變 |
| Eastern Bank | 3,298 | $26.6 萬 | 0.01% | −504−13.3% | 減碼 |
| Wellington Management Group LLP | 3,282 | $26.5 萬 | 0.00% | 00.0% | 不變 |
| Nichols & Pratt Advisers LLP | 3,270 | $26.4 萬 | 0.02% | 00.0% | 不變 |
| Baron Wealth Management LLC | 3,269 | $26.4 萬 | 0.09% | −823−20.1% | 減碼 |
| Jacobi Capital Management LLC | 3,261 | $26.3 萬 | 0.02% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 3,254 | $26.3 萬 | 0.00% | −127−3.8% | 減碼 |
| Profund Advisors LLC | 3,229 | $26.1 萬 | 0.01% | −327−9.2% | 減碼 |
| Flagship Harbor Advisors, LLC | 3,211 | $25.9 萬 | 0.01% | −2−0.1% | 減碼 |
| Bank & Trust Co | 3,202 | $25.9 萬 | 0.20% | +213+7.1% | 加碼 |
| Strategy Asset Managers LLC | 3,191 | $25.8 萬 | 0.05% | +3,191 | 新進 |
| Vicus Capital | 3,130 | $25.3 萬 | 0.02% | +3,130 | 新進 |
| Farther Finance Advisors, LLC | 3,105 | $25.1 萬 | 0.01% | −350−10.1% | 減碼 |
| Sequoia Financial Advisors, LLC | 3,056 | $24.7 萬 | 0.00% | +401+15.1% | 加碼 |
| Kingsman Wealth Management, Inc. | 3,016 | $24.4 萬 | 0.15% | −4,134−57.8% | 減碼 |
| NewEdge Wealth, LLC | 3,551 | $24.3 萬 | 0.00% | −62−1.7% | 減碼 |
| Parallel Advisors, LLC | 3,009 | $24.3 萬 | 0.00% | −46−1.5% | 減碼 |
| KKM Financial LLC | 3,000 | $24.2 萬 | 0.08% | 00.0% | 不變 |
| Perigon Wealth Management, LLC | 2,987 | $24.1 萬 | 0.01% | +198+7.1% | 加碼 |
| Armis Advisers, LLC | 3,000 | $24.0 萬 | 0.02% | +3,000 | 新進 |
| Robertson Stephens Wealth Management, LLC | 2,954 | $23.9 萬 | 0.01% | −202−6.4% | 減碼 |
| Sage Capital Management, LLC | 2,953 | $23.8 萬 | 0.11% | +16+0.5% | 加碼 |
| Fragasso Group Inc. | 2,952 | $23.8 萬 | 0.02% | +15+0.5% | 加碼 |
| Midwest Trust Co | 2,935 | $23.7 萬 | 0.00% | +2,935 | 新進 |
| Aaron Wealth Advisors | 2,897 | $23.4 萬 | 0.02% | −115−3.8% | 減碼 |
| Inscription Capital, LLC | 2,857 | $23.1 萬 | 0.03% | +2,857 | 新進 |
| Toth Financial Advisory Corp | 2,840 | $22.9 萬 | 0.03% | −80−2.7% | 減碼 |
| MJP Associates Inc | 2,827 | $22.8 萬 | 0.03% | +26+0.9% | 加碼 |
| Advisor OS, LLC | 2,827 | $22.8 萬 | 0.02% | +26+0.9% | 加碼 |
| PFG Investments, LLC | 2,824 | $22.8 萬 | 0.01% | −140−4.7% | 減碼 |
| Beacon Pointe Advisors, LLC | 2,819 | $22.8 萬 | 0.00% | −191−6.3% | 減碼 |
| Choate Investment Advisors | 2,811 | $22.7 萬 | 0.00% | −10−0.4% | 減碼 |
| Rafferty Asset Management, LLC | 2,803 | $22.6 萬 | 0.00% | −14−0.5% | 減碼 |
| Sterling Investment Counsel, LLC | 2,734 | $22.1 萬 | 0.13% | −210−7.1% | 減碼 |
| West Branch Capital LLC | 2,709 | $21.9 萬 | 0.06% | 00.0% | 不變 |
| Blueshift Asset Management, LLC | 2,706 | $21.9 萬 | 0.07% | +2,706 | 新進 |
| Fidelis Capital Partners, LLC | 3,090 | $21.8 萬 | 0.02% | +18+0.6% | 加碼 |
| Leigh Baldwin & Co., LLC | 2,690 | $21.7 萬 | 0.14% | −105−3.8% | 減碼 |
| Wealthspire Advisors, LLC | 2,682 | $21.7 萬 | 0.00% | +2,682 | 新進 |
| Versant Capital Management, Inc | 2,679 | $21.6 萬 | 0.03% | +139+5.5% | 加碼 |
| Haven Private, LLC | 2,671 | $21.6 萬 | 0.10% | +2,671 | 新進 |
| Fifth Third Bancorp | 2,660 | $21.5 萬 | 0.00% | −898−25.2% | 減碼 |
| Private Trust Co NA | 2,657 | $21.5 萬 | 0.02% | −100−3.6% | 減碼 |
| Ariadne Wealth Management, LP | 2,985 | $21.3 萬 | 0.10% | −121−3.9% | 減碼 |
| Proficio Capital Partners LLC | 2,578 | $20.8 萬 | 0.01% | +33+1.3% | 加碼 |
| MAI Capital Management | 2,570 | $20.8 萬 | 0.00% | +614+31.4% | 加碼 |
| Paragon Capital Management Ltd | 2,569 | $20.7 萬 | 0.04% | −2,669−51.0% | 減碼 |
| Astoria Portfolio Advisors LLC. | 2,590 | $20.7 萬 | 0.06% | −10.0% | 減碼 |
| Carl P. Sherr & Co., LLC | 2,560 | $20.7 萬 | 0.10% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 2,557 | $20.6 萬 | 0.00% | +493+23.9% | 加碼 |
| HighPoint Advisor Group LLC | 2,545 | $20.6 萬 | 0.01% | −119−4.5% | 減碼 |
| IFP Advisors, Inc | 1,285 | $20.5 萬 | 0.01% | +74+6.1% | 加碼 |
| SRS Capital Advisors, Inc. | 2,529 | $20.4 萬 | 0.01% | −7−0.3% | 減碼 |
| Beaton Management Co. Inc. | 2,500 | $20.2 萬 | 0.10% | 00.0% | 不變 |
| Skyline Advisors, Inc. | 2,500 | $20.2 萬 | 0.07% | 00.0% | 不變 |
| Quarry LP | 2,362 | $19.1 萬 | 0.04% | +468+24.7% | 加碼 |
| J.Safra Asset Management Corp | 2,340 | $18.9 萬 | 0.01% | +2,340 | 新進 |
| Curat Global, LLC | 2,195 | $17.7 萬 | 0.17% | 00.0% | 不變 |
| GeoWealth Management, LLC | 2,158 | $17.4 萬 | 0.01% | −398−15.6% | 減碼 |
| Nomura Asset Management Co Ltd | 2,080 | $16.8 萬 | 0.00% | 00.0% | 不變 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,958 | $15.8 萬 | 0.00% | +1,958 | 新進 |
| New England Capital Financial Advisors LLC | 1,904 | $15.4 萬 | 0.07% | 00.0% | 不變 |
| Ossiam | 1,869 | $15.1 萬 | 0.00% | −572−23.4% | 減碼 |
| EverSource Wealth Advisors, LLC | 1,851 | $14.9 萬 | 0.01% | +1,132+157.4% | 加碼 |
| Principal Securities, Inc. | 1,742 | $14.1 萬 | 0.00% | +189+12.2% | 加碼 |
| Richardson Financial Services Inc. | 1,690 | $13.9 萬 | 0.09% | −30−1.7% | 減碼 |
| Canada Pension Plan Investment Board | 1,700 | $13.7 萬 | 0.00% | 00.0% | 不變 |
| Addison Advisors LLC | 1,662 | $13.4 萬 | 0.03% | +71+4.5% | 加碼 |
| Walleye Capital LLC | 1,558 | $12.6 萬 | 0.00% | −13,596−89.7% | 減碼 |
| Capital Analysts, LLC | 1,484 | $12.0 萬 | 0.00% | +8+0.5% | 加碼 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,465 | $11.8 萬 | 0.02% | +183+14.3% | 加碼 |
| Covestor Ltd | 1,424 | $11.5 萬 | 0.07% | −3−0.2% | 減碼 |
| WPG Advisers, LLC | 1,329 | $10.7 萬 | 0.09% | +366+38.0% | 加碼 |
| Whittier Trust Co of Nevada Inc | 1,172 | $9.46 萬 | 0.00% | 00.0% | 不變 |
| Walleye Trading LLC | 1,158 | $9.35 萬 | 0.00% | +1,158 | 新進 |
| Proffitt & Goodson Inc | 1,156 | $9.34 萬 | 0.01% | −630−35.3% | 減碼 |