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 3 季 13F 持有人
Unum Group 在 2025/9/30 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
- 674
- 較 2025 年第 2 季 −51 家
- 持有股數
- 1.33 億
- 較 2025 年第 2 季 −482.3 萬 (−3.5%)
- 總市值
- $103.6 億
- 較 2025 年第 2 季 −$7.86 億 (−7.1%)
- 新進機構
- 55
- 另有 208 家加碼
- 清倉機構
- 106
- 另有 303 家減碼
另有 11 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| True Wealth Design, LLC | 587 | $4.57 萬 | 0.01% | +156+36.2% | 加碼 |
| SJS Investment Consulting Inc. | 588 | $4.57 萬 | 0.01% | +564+2,350.0% | 加碼 |
| Danske Bank A/S | 600 | $4.67 萬 | 0.00% | −132−18.0% | 減碼 |
| Founders Capital Management | 600 | $4.67 萬 | 0.02% | 00.0% | 不變 |
| St Germain D J Co Inc | 610 | $4.74 萬 | 0.00% | 00.0% | 不變 |
| Millstone Evans Group, LLC | 620 | $4.82 萬 | 0.03% | 00.0% | 不變 |
| MCF Advisors LLC | 705 | $5.48 萬 | 0.00% | 00.0% | 不變 |
| JPL Wealth Management, LLC | 728 | $5.66 萬 | 0.01% | +728 | 新進 |
| Pathway Financial Advisers, LLC | 769 | $5.96 萬 | 0.02% | +769 | 新進 |
| Arlington Trust Co LLC | 774 | $6.02 萬 | 0.01% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 782 | $6.08 萬 | 0.00% | −24−3.0% | 減碼 |
| Geneos Wealth Management Inc. | 829 | $6.45 萬 | 0.00% | −2,523−75.3% | 減碼 |
| William B. Walkup & Associates, Inc. | 855 | $6.65 萬 | 0.04% | 00.0% | 不變 |
| Harbour Investments, Inc. | 882 | $6.86 萬 | 0.00% | −39−4.2% | 減碼 |
| Versant Capital Management, Inc | 934 | $7.26 萬 | 0.01% | −1,745−65.1% | 減碼 |
| Manchester Capital Management LLC | 968 | $7.53 萬 | 0.01% | −2,539−72.4% | 減碼 |
| Root Financial Partners, LLC | 983 | $7.65 萬 | 0.00% | +983 | 新進 |
| Central Trust Co | 1,000 | $7.78 萬 | 0.00% | 00.0% | 不變 |
| Kelly Lawrence W & Associates Inc | 1,000 | $7.78 萬 | 0.02% | 00.0% | 不變 |
| Center for Financial Planning, Inc. | 1,044 | $8.12 萬 | 0.01% | +1,044 | 新進 |
| Hoey Investments, Inc | 1,050 | $8.17 萬 | 0.01% | 00.0% | 不變 |
| Principal Securities, Inc. | 1,061 | $8.25 萬 | 0.00% | −681−39.1% | 減碼 |
| Parkside Financial Bank & Trust | 1,064 | $8.28 萬 | 0.01% | −1−0.1% | 減碼 |
| National Bank of Canada | 1,084 | $8.43 萬 | 0.00% | +66+6.5% | 加碼 |
| CVA Family Office, LLC | 1,090 | $8.48 萬 | 0.01% | −7−0.6% | 減碼 |
| Cornerstone Planning Group LLC | 2,422 | $8.90 萬 | 0.01% | +2,403+12,647.4% | 加碼 |
| Proffitt & Goodson Inc | 1,154 | $8.98 萬 | 0.01% | −2−0.2% | 減碼 |
| SBI Securities Co., Ltd. | 1,170 | $9.10 萬 | 0.00% | +40+3.5% | 加碼 |
| Quarry LP | 1,184 | $9.21 萬 | 0.02% | −1,178−49.9% | 減碼 |
| Hantz Financial Services, Inc. | 1,192 | $9.30 萬 | 0.00% | +617+107.3% | 加碼 |
| Whittier Trust Co of Nevada Inc | 1,172 | $9.31 萬 | 0.00% | 00.0% | 不變 |
| Essential Partners LLC | 1,257 | $9.78 萬 | 0.03% | +1,029+451.3% | 加碼 |
| WPG Advisers, LLC | 1,298 | $10.1 萬 | 0.08% | −31−2.3% | 減碼 |
| Ossiam | 1,302 | $10.1 萬 | 0.00% | −567−30.3% | 減碼 |
| Aster Capital Management (DIFC) Ltd | 1,414 | $11.0 萬 | 0.06% | −7,969−84.9% | 減碼 |
| Steward Partners Investment Advisory, LLC | 1,414 | $11.0 萬 | 0.00% | +409+40.7% | 加碼 |
| Westfuller Advisors, LLC | 1,427 | $11.1 萬 | 0.05% | +1,427 | 新進 |
| Capital Analysts, LLC | 1,494 | $11.6 萬 | 0.00% | +10+0.7% | 加碼 |
| Covestor Ltd | 1,537 | $11.9 萬 | 0.07% | +113+7.9% | 加碼 |
| Richardson Financial Services Inc. | 1,545 | $12.0 萬 | 0.07% | −145−8.6% | 減碼 |
| Addison Advisors LLC | 1,640 | $12.8 萬 | 0.03% | −22−1.3% | 減碼 |
| Wealthspire Advisors, LLC | 1,852 | $14.4 萬 | 0.00% | −830−30.9% | 減碼 |
| Atlantic Union Bankshares Corp | 1,900 | $14.8 萬 | 0.00% | +1,900 | 新進 |
| New England Capital Financial Advisors LLC | 1,904 | $14.8 萬 | 0.06% | 00.0% | 不變 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,014 | $15.7 萬 | 0.00% | +56+2.9% | 加碼 |
| EverSource Wealth Advisors, LLC | 2,064 | $16.1 萬 | 0.01% | +213+11.5% | 加碼 |
| Nomura Asset Management Co Ltd | 2,080 | $16.2 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 2,193 | $17.1 萬 | 0.00% | −467−17.6% | 減碼 |
| Curat Global, LLC | 2,195 | $17.1 萬 | 0.16% | 00.0% | 不變 |
| TD Waterhouse Canada Inc. | 2,299 | $18.0 萬 | 0.00% | −17,392−88.3% | 減碼 |
| J.Safra Asset Management Corp | 2,340 | $18.2 萬 | 0.01% | 00.0% | 不變 |
| Toth Financial Advisory Corp | 2,559 | $19.9 萬 | 0.02% | −281−9.9% | 減碼 |
| Dorsey Wright & Associates | 2,580 | $20.1 萬 | 0.04% | −76,122−96.7% | 減碼 |
| Northwestern Mutual Wealth Management Co | 2,588 | $20.1 萬 | 0.00% | +31+1.2% | 加碼 |
| Norden Group LLC | 2,588 | $20.1 萬 | 0.02% | −1,419−35.4% | 減碼 |
| Seven Mile Advisory | 2,611 | $20.3 萬 | 0.03% | +2,611 | 新進 |
| Smartleaf Asset Management LLC | 2,632 | $20.4 萬 | 0.01% | −980−27.1% | 減碼 |
| Private Trust Co NA | 2,657 | $20.7 萬 | 0.02% | 00.0% | 不變 |
| Leigh Baldwin & Co., LLC | 2,690 | $20.9 萬 | 0.12% | 00.0% | 不變 |
| Rafferty Asset Management, LLC | 2,707 | $21.1 萬 | 0.00% | −96−3.4% | 減碼 |
| West Branch Capital LLC | 2,709 | $21.1 萬 | 0.06% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 2,769 | $21.5 萬 | 0.02% | −532−16.1% | 減碼 |
| Engineers Gate Manager LP | 2,772 | $21.6 萬 | 0.00% | −33,222−92.3% | 減碼 |
| NorthCrest Asset Manangement, LLC | 2,788 | $21.8 萬 | 0.01% | +2,788 | 新進 |
| Requisite Capital Management, LLC | 2,807 | $21.8 萬 | 0.04% | +2,807 | 新進 |
| PFG Investments, LLC | 2,824 | $22.0 萬 | 0.01% | 00.0% | 不變 |
| Cresset Asset Management, LLC | 2,840 | $22.1 萬 | 0.00% | +2,840 | 新進 |
| MJP Associates Inc | 2,858 | $22.2 萬 | 0.03% | +31+1.1% | 加碼 |
| Advisor OS, LLC | 2,858 | $22.2 萬 | 0.02% | +31+1.1% | 加碼 |
| Capital Investment Advisors, LLC | 2,872 | $22.3 萬 | 0.00% | +2,872 | 新進 |
| Choate Investment Advisors | 2,874 | $22.4 萬 | 0.00% | +63+2.2% | 加碼 |
| Ariadne Wealth Management, LP | 2,970 | $22.9 萬 | 0.10% | −15−0.5% | 減碼 |
| Boothbay Fund Management, LLC | 2,954 | $23.0 萬 | 0.01% | −2,446−45.3% | 減碼 |
| GDS Wealth Management | 2,967 | $23.1 萬 | 0.02% | +2,967 | 新進 |
| Sage Capital Management, LLC | 2,972 | $23.1 萬 | 0.10% | +19+0.6% | 加碼 |
| Parallel Advisors, LLC | 2,988 | $23.2 萬 | 0.00% | −21−0.7% | 減碼 |
| Point72 (DIFC) Ltd | 2,991 | $23.3 萬 | 0.02% | −9,980−76.9% | 減碼 |
| Jacobi Capital Management LLC | 3,011 | $23.4 萬 | 0.01% | −250−7.7% | 減碼 |
| Fidelis Capital Partners, LLC | 3,077 | $23.9 萬 | 0.02% | −13−0.4% | 減碼 |
| Flagship Harbor Advisors, LLC | 3,095 | $24.1 萬 | 0.01% | −116−3.6% | 減碼 |
| Rothschild Investment LLC | 3,135 | $24.4 萬 | 0.01% | +2,916+1,331.5% | 加碼 |
| Midwest Trust Co | 3,168 | $24.6 萬 | 0.00% | +233+7.9% | 加碼 |
| Clarius Group, LLC | 3,176 | $24.7 萬 | 0.01% | −865−21.4% | 減碼 |
| Bank & Trust Co | 3,202 | $24.9 萬 | 0.18% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 3,216 | $25.0 萬 | 0.00% | −38−1.2% | 減碼 |
| KPP Advisory Services LLC | 3,219 | $25.0 萬 | 0.04% | −100−3.0% | 減碼 |
| Sigma Planning Corp | 3,221 | $25.1 萬 | 0.01% | −465−12.6% | 減碼 |
| Beacon Financial Group | 3,250 | $25.3 萬 | 0.02% | −967−22.9% | 減碼 |
| Nichols & Pratt Advisers LLP | 3,270 | $25.4 萬 | 0.02% | 00.0% | 不變 |
| Elyxium Wealth, LLC | 3,283 | $25.5 萬 | 0.09% | −61−1.8% | 減碼 |
| Lion Street Advisors, LLC | 10,070 | $25.6 萬 | 0.09% | +4,319+75.1% | 加碼 |
| Eastern Bank | 3,298 | $25.7 萬 | 0.00% | 00.0% | 不變 |
| Capital Square, LLC | 3,329 | $25.9 萬 | 0.13% | +10.0% | 加碼 |
| LaSalle St. Investment Advisors, LLC | 3,362 | $26.1 萬 | 0.05% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 3,402 | $26.5 萬 | 0.00% | +297+9.6% | 加碼 |
| Bayforest Capital Ltd | 3,422 | $26.6 萬 | 0.13% | +3,422 | 新進 |
| Sage Rhino Capital LLC | 3,429 | $26.7 萬 | 0.05% | +5+0.1% | 加碼 |
| Resources Investment Advisors, LLC. | 3,484 | $27.1 萬 | 0.00% | +141+4.2% | 加碼 |
| Hanson & Doremus Investment Management | 3,480 | $27.1 萬 | 0.03% | 00.0% | 不變 |
| Capstone Investment Advisors, LLC | 3,490 | $27.1 萬 | 0.00% | −2,521−41.9% | 減碼 |