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 4 季 13F 持有人
Unum Group 在 2025/12/31 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
- 699
- 較 2025 年第 3 季 +39 家
- 持有股數
- 1.46 億
- 較 2025 年第 3 季 +1,316 萬 (+9.9%)
- 總市值
- $112.9 億
- 較 2025 年第 3 季 +$9.76 億 (+9.5%)
- 新進機構
- 108
- 另有 202 家加碼
- 清倉機構
- 69
- 另有 266 家減碼
另有 14 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Bank & Trust Co | 3,202 | $24.8 萬 | 0.18% | 00.0% | 不變 |
| Stokes Family Office, LLC | 3,204 | $24.8 萬 | 0.02% | +3,204 | 新進 |
| Sanctuary Advisors, LLC | 3,214 | $24.9 萬 | 0.00% | −2,534−44.1% | 減碼 |
| Accurate Wealth Management, LLC | 3,132 | $25.1 萬 | 0.03% | +3,132 | 新進 |
| Midwest Trust Co | 3,258 | $25.2 萬 | 0.00% | +90+2.8% | 加碼 |
| Nichols & Pratt Advisers LLP | 3,270 | $25.3 萬 | 0.02% | 00.0% | 不變 |
| Eastern Bank | 3,304 | $25.6 萬 | 0.00% | +6+0.2% | 加碼 |
| Capital Square, LLC | 3,331 | $25.8 萬 | 0.13% | +2+0.1% | 加碼 |
| Elyxium Wealth, LLC | 3,332 | $25.8 萬 | 0.07% | +49+1.5% | 加碼 |
| Exchange Traded Concepts, LLC | 3,399 | $26.3 萬 | 0.00% | +3,399 | 新進 |
| Diversified Enterprises, LLC | 3,403 | $26.4 萬 | 0.02% | +3,403 | 新進 |
| Vontobel Holding Ltd. | 3,405 | $26.4 萬 | 0.00% | +3,405 | 新進 |
| Resources Investment Advisors, LLC. | 3,410 | $26.4 萬 | 0.00% | −74−2.1% | 減碼 |
| Prudential PLC | 3,423 | $26.5 萬 | 0.00% | −450−11.6% | 減碼 |
| J.W. Cole Advisors, Inc. | 4,145 | $26.7 萬 | 0.01% | −1,395−25.2% | 減碼 |
| Horizon Investments, LLC | 3,464 | $26.8 萬 | 0.00% | −71,962−95.4% | 減碼 |
| Sage Rhino Capital LLC | 3,479 | $27.0 萬 | 0.05% | +50+1.5% | 加碼 |
| Hanson & Doremus Investment Management | 3,480 | $27.0 萬 | 0.03% | 00.0% | 不變 |
| NDVR, Inc. | 3,488 | $27.0 萬 | 0.22% | −824−19.1% | 減碼 |
| Spinnaker Trust | 3,515 | $27.2 萬 | 0.01% | 00.0% | 不變 |
| Meiji Yasuda Asset Management Co Ltd. | 3,533 | $27.4 萬 | 0.01% | −108−3.0% | 減碼 |
| Jacobi Capital Management LLC | 3,553 | $27.5 萬 | 0.02% | +542+18.0% | 加碼 |
| Welch & Forbes LLC | 3,572 | $27.7 萬 | 0.00% | 00.0% | 不變 |
| Krilogy Financial LLC | 3,626 | $27.7 萬 | 0.01% | −334−8.4% | 減碼 |
| Catalyst Funds Management Pty Ltd | 3,600 | $27.9 萬 | 0.06% | −7,900−68.7% | 減碼 |
| Childress Capital Advisors, LLC | 3,668 | $28.4 萬 | 0.05% | +3,668 | 新進 |
| Valeo Financial Advisors, LLC | 3,714 | $28.8 萬 | 0.01% | +169+4.8% | 加碼 |
| Clearstead Advisors, LLC | 3,746 | $29.0 萬 | 0.00% | −287−7.1% | 減碼 |
| Apollon Wealth Management, LLC | 3,747 | $29.0 萬 | 0.01% | −65−1.7% | 減碼 |
| Centurion Wealth Management LLC | 3,750 | $29.1 萬 | 0.06% | 00.0% | 不變 |
| Evolve Private Wealth, LLC | 3,763 | $29.2 萬 | 0.02% | +3,763 | 新進 |
| Moors & Cabot, Inc. | 3,791 | $29.4 萬 | 0.01% | 00.0% | 不變 |
| Gardner Russo & Quinn LLC大師Gardner Russo & Quinn | 3,800 | $29.4 萬 | 0.00% | 00.0% | 不變 |
| TCG Advisory Services, LLC | 3,824 | $29.6 萬 | 0.01% | +3,824 | 新進 |
| Baker Avenue Asset Management, LP | 3,873 | $30.0 萬 | 0.01% | +3,873 | 新進 |
| Diversified Trust Co | 3,894 | $30.2 萬 | 0.01% | −18−0.5% | 減碼 |
| F/M Investments LLC | 3,930 | $30.5 萬 | 0.01% | 00.0% | 不變 |
| Paulson Wealth Management Inc. | 3,980 | $30.8 萬 | 0.07% | 00.0% | 不變 |
| Worldquant Millennium Advisors LLC | 3,991 | $30.9 萬 | 0.00% | +3,991 | 新進 |
| Schulhoff & Co Inc | 4,000 | $31.0 萬 | 0.13% | 00.0% | 不變 |
| Arnhold LLC | 4,000 | $31.0 萬 | 0.02% | 00.0% | 不變 |
| STRS Ohio | 4,049 | $31.4 萬 | 0.00% | +7+0.2% | 加碼 |
| Mather Group, LLC. | 4,060 | $31.5 萬 | 0.00% | +10.0% | 加碼 |
| Umb Bank N A | 4,066 | $31.5 萬 | 0.00% | +273+7.2% | 加碼 |
| Seeds Investor LLC | 4,070 | $31.5 萬 | 0.06% | +232+6.0% | 加碼 |
| Wetzel Investment Advisors, Inc. | 4,190 | $32.5 萬 | 0.13% | 00.0% | 不變 |
| Net Worth Advisory Group | 4,256 | $33.0 萬 | 0.07% | −61−1.4% | 減碼 |
| Ballentine Partners, LLC | 4,324 | $33.5 萬 | 0.00% | −200−4.4% | 減碼 |
| Delta Asset Management LLC | 4,325 | $33.5 萬 | 0.03% | 00.0% | 不變 |
| StoneX Group Inc. | 4,334 | $33.6 萬 | 0.01% | +223+5.4% | 加碼 |
| FourThought Financial Partners, LLC | 4,344 | $33.7 萬 | 0.03% | +5+0.1% | 加碼 |
| Jain Global LLC | 4,371 | $33.9 萬 | 0.00% | +4,371 | 新進 |
| AlTi Global, Inc. | 4,433 | $34.3 萬 | 0.01% | −539−10.8% | 減碼 |
| Newport Capital Group, LLC | 4,444 | $34.4 萬 | 0.21% | 00.0% | 不變 |
| Coastline Trust Co | 4,470 | $34.6 萬 | 0.03% | 00.0% | 不變 |
| Eurizon Capital SGR S.p.A. | 4,480 | $34.9 萬 | 0.00% | +4,480 | 新進 |
| Patriot Financial Group Insurance Agency, LLC | 4,552 | $35.3 萬 | 0.04% | −86−1.9% | 減碼 |
| Numerai GP LLC | 4,578 | $35.5 萬 | 0.04% | −689−13.1% | 減碼 |
| Scientech Research LLC | 4,604 | $35.7 萬 | 0.22% | +4,604 | 新進 |
| SageView Advisory Group, LLC | 4,624 | $35.8 萬 | 0.01% | −243−5.0% | 減碼 |
| Aster Capital Management (DIFC) Ltd | 4,658 | $36.1 萬 | 0.16% | +3,244+229.4% | 加碼 |
| Everence Capital Management Inc | 4,670 | $36.2 萬 | 0.02% | 00.0% | 不變 |
| Tripletail Wealth Management, LLC | 4,704 | $36.5 萬 | 0.46% | −492−9.5% | 減碼 |
| Quadrant Capital Group LLC | 4,737 | $36.7 萬 | 0.01% | +30+0.6% | 加碼 |
| Kestra Private Wealth Services, LLC | 4,744 | $36.8 萬 | 0.00% | +265+5.9% | 加碼 |
| Perigon Wealth Management, LLC | 4,858 | $37.7 萬 | 0.01% | +323+7.1% | 加碼 |
| Boston Private Wealth LLC | 4,864 | $37.7 萬 | 0.02% | +4,864 | 新進 |
| KBC Group NV | 4,890 | $37.9 萬 | 0.00% | 00.0% | 不變 |
| NewEdge Wealth, LLC | 4,939 | $38.3 萬 | 0.00% | +1,388+39.1% | 加碼 |
| Allworth Financial LP | 4,996 | $38.7 萬 | 0.00% | −39−0.8% | 減碼 |
| Blair William & Co | 5,051 | $39.1 萬 | 0.00% | +53+1.1% | 加碼 |
| Brooks, Moore & Associates, Inc. | 5,098 | $39.5 萬 | 0.19% | 00.0% | 不變 |
| Fieldview Capital Management, LLC | 5,102 | $39.5 萬 | 0.07% | +5,102 | 新進 |
| Denali Advisors LLC | 5,120 | $39.7 萬 | 0.04% | +5,120 | 新進 |
| Wealthspire Advisors, LLC | 5,187 | $40.2 萬 | 0.00% | +3,335+180.1% | 加碼 |
| Wedbush Securities Inc | 5,214 | $40.4 萬 | 0.01% | −138−2.6% | 減碼 |
| Brown Brothers Harriman & Co | 5,214 | $40.4 萬 | 0.00% | +876+20.2% | 加碼 |
| NorthRock Partners, LLC | 5,218 | $40.4 萬 | 0.01% | −3,199−38.0% | 減碼 |
| CIBC Private Wealth Group, LLC | 5,252 | $40.7 萬 | 0.00% | −362−6.4% | 減碼 |
| Credit Agricole S A | 5,286 | $41.0 萬 | 0.00% | 00.0% | 不變 |
| Arkadios Wealth Advisors | 5,300 | $41.1 萬 | 0.01% | +350+7.1% | 加碼 |
| Shelton Capital Management | 5,302 | $41.1 萬 | 0.01% | −387−6.8% | 減碼 |
| Atomi Financial Group, Inc. | 5,306 | $41.1 萬 | 0.01% | −442−7.7% | 減碼 |
| Pallas Capital Advisors LLC | 5,315 | $41.2 萬 | 0.01% | +180+3.5% | 加碼 |
| Great Lakes Advisors, LLC | 5,346 | $41.4 萬 | 0.00% | −148−2.7% | 減碼 |
| Kingsview Wealth Management, LLC | 5,393 | $41.8 萬 | 0.01% | +317+6.2% | 加碼 |
| First Horizon Corp | 5,443 | $42.2 萬 | 0.02% | −362−6.2% | 減碼 |
| Csenge Advisory Group | 5,462 | $42.3 萬 | 0.02% | −13−0.2% | 減碼 |
| Lido Advisors, LLC | 5,459 | $42.5 萬 | 0.00% | +85+1.6% | 加碼 |
| Sharpepoint LLC | 5,501 | $42.6 萬 | 0.26% | +5,501 | 新進 |
| Atria Investments LLC | 5,518 | $42.8 萬 | 0.00% | −281−4.8% | 減碼 |
| Longfellow Investment Management Co LLC | 5,576 | $43.2 萬 | 0.10% | 00.0% | 不變 |
| Quent Capital, LLC | 5,588 | $43.3 萬 | 0.03% | −18−0.3% | 減碼 |
| TD Capital Management LLC | 5,657 | $43.8 萬 | 0.04% | 00.0% | 不變 |
| Integrity Alliance, LLC. | 5,683 | $44.0 萬 | 0.02% | +5,683 | 新進 |
| 111 Capital | 5,699 | $44.2 萬 | 0.10% | +1,570+38.0% | 加碼 |
| Brown Advisory Inc | 5,735 | $44.4 萬 | 0.00% | +50+0.9% | 加碼 |
| Aries Wealth Management | 5,736 | $44.5 萬 | 0.10% | −110−1.9% | 減碼 |
| IHT Wealth Management, LLC | 5,750 | $44.6 萬 | 0.01% | −73−1.3% | 減碼 |
| Means Investment Co., Inc. | 5,770 | $44.7 萬 | 0.04% | +24+0.4% | 加碼 |