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 |
|---|---|---|---|---|---|
| Fifth Third Wealth Advisors LLC | 5,840 | $45.3 萬 | 0.02% | +74+1.3% | 加碼 |
| Glenview Trust Co | 5,863 | $45.4 萬 | 0.01% | 00.0% | 不變 |
| Cynosure Management, LLC | 5,912 | $45.8 萬 | 0.05% | +5,912 | 新進 |
| Plancorp, LLC | 5,926 | $45.9 萬 | 0.01% | +4+0.1% | 加碼 |
| Patten Group, Inc. | 5,930 | $46.0 萬 | 0.09% | 00.0% | 不變 |
| Investors Asset Management of Georgia Inc | 5,938 | $46.0 萬 | 0.19% | +4+0.1% | 加碼 |
| North Dakota State Investment Board | 5,952 | $46.1 萬 | 0.02% | +5,952 | 新進 |
| Wealthstar Advisors, LLC | 5,953 | $46.1 萬 | 0.25% | −632−9.6% | 減碼 |
| Kera Capital Partners, Inc. | 6,094 | $46.3 萬 | 0.06% | +6,094 | 新進 |
| GWM Advisors LLC | 6,001 | $46.5 萬 | 0.00% | +220+3.8% | 加碼 |
| Hamilton Capital Partners Inc. | 6,069 | $47.0 萬 | 0.02% | −1,817−23.0% | 減碼 |
| IFP Advisors, Inc | 6,095 | $47.2 萬 | 0.01% | −666−9.9% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 6,134 | $47.5 萬 | 0.03% | −100−1.6% | 減碼 |
| FORA Capital, LLC | 6,190 | $48.0 萬 | 0.06% | +6,190 | 新進 |
| Walleye Trading LLC | 6,192 | $48.0 萬 | 0.01% | +292+4.9% | 加碼 |
| Forum Financial Management, LP | 6,298 | $48.8 萬 | 0.01% | 00.0% | 不變 |
| Quest Partners LLC | 6,298 | $48.8 萬 | 0.03% | +118+1.9% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 6,311 | $48.9 萬 | 0.00% | −53−0.8% | 減碼 |
| R Squared Ltd | 6,335 | $49.1 萬 | 0.23% | +6,335 | 新進 |
| Integrated Wealth Concepts LLC | 6,475 | $50.2 萬 | 0.01% | −3,180−32.9% | 減碼 |
| Regions Financial Corp | 6,475 | $50.2 萬 | 0.00% | +184+2.9% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6,497 | $50.4 萬 | 0.06% | −119−1.8% | 減碼 |
| Erste Asset Management GmbH | 6,500 | $51.1 萬 | 0.00% | −2,100−24.4% | 減碼 |
| AlphaGrep UK Ltd | 6,770 | $52.5 萬 | 0.18% | +6,770 | 新進 |
| Callan Family Office, LLC | 6,812 | $52.8 萬 | 0.01% | +422+6.6% | 加碼 |
| Baader Bank INC | 6,831 | $52.9 萬 | 0.04% | +6,831 | 新進 |
| Farther Finance Advisors, LLC | 7,034 | $54.5 萬 | 0.01% | +3,632+106.8% | 加碼 |
| Oxford Asset Management LLP | 7,111 | $55.1 萬 | 0.19% | +7,111 | 新進 |
| Advisors Capital Management, LLC | 7,195 | $55.8 萬 | 0.01% | +732+11.3% | 加碼 |
| Baird Financial Group, Inc. | 7,241 | $56.1 萬 | 0.00% | +45+0.6% | 加碼 |
| BancorpSouth Bank | 7,248 | $56.2 萬 | 0.03% | 00.0% | 不變 |
| Mirabella Financial Services LLP | 7,293 | $56.5 萬 | 0.05% | +7,293 | 新進 |
| Meeder Advisory Services, Inc. | 7,446 | $57.7 萬 | 0.02% | −182−2.4% | 減碼 |
| Envestnet Asset Management Inc | 7,459 | $57.8 萬 | 0.00% | −6,203−45.4% | 減碼 |
| Campion Asset Management LLC | 7,529 | $58.3 萬 | 0.41% | −76−1.0% | 減碼 |
| Zacks Investment Management | 7,565 | $58.6 萬 | 0.00% | −189−2.4% | 減碼 |
| Swiss Life Asset Management Ltd | 7,639 | $59.2 萬 | 0.00% | 00.0% | 不變 |
| Hennion & Walsh Asset Management, Inc. | 7,666 | $59.4 萬 | 0.02% | −117−1.5% | 減碼 |
| GWN Securities Inc. | 7,677 | $59.5 萬 | 0.12% | +1,787+30.3% | 加碼 |
| Magnetar Financial LLC | 7,705 | $59.7 萬 | 0.01% | +7,705 | 新進 |
| D.A. Davidson & Co. | 7,778 | $60.3 萬 | 0.00% | −103−1.3% | 減碼 |
| Voleon Capital Management LP | 7,816 | $60.6 萬 | 0.01% | +2,755+54.4% | 加碼 |
| JMN Financial LLC | 7,890 | $61.2 萬 | 0.61% | +7,890 | 新進 |
| Total Wealth Planning & Management, Inc. | 7,988 | $61.9 萬 | 0.49% | +7,988 | 新進 |
| RSM US Wealth Management LLC | 7,940 | $62.2 萬 | 0.01% | +241+3.1% | 加碼 |
| Prosperity Consulting Group, LLC | 8,029 | $62.2 萬 | 0.03% | +114+1.4% | 加碼 |
| Syon Capital LLC | 8,076 | $62.6 萬 | 0.03% | +3,593+80.1% | 加碼 |
| State of Wyoming | 8,089 | $62.7 萬 | 0.07% | −5,211−39.2% | 減碼 |
| Dumont & Blake Investment Advisors LLC | 8,104 | $62.8 萬 | 0.15% | −329−3.9% | 減碼 |
| CIBC Asset Management Inc | 8,130 | $63.0 萬 | 0.00% | +2,137+35.7% | 加碼 |
| Pursuit Wealth Management LLC | 8,131 | $63.0 萬 | 0.54% | +8,131 | 新進 |
| Toroso Investments, LLC | 8,132 | $63.0 萬 | 0.00% | −2,756−25.3% | 減碼 |
| Ameritas Advisory Services, LLC | 8,231 | $63.8 萬 | 0.02% | +8,231 | 新進 |
| SRS Capital Advisors, Inc. | 8,279 | $64.2 萬 | 0.02% | −3,135−27.5% | 減碼 |
| Aspen Investment Management Inc | 8,330 | $64.6 萬 | 0.19% | +8,330 | 新進 |
| Ieq Capital, LLC | 8,363 | $64.8 萬 | 0.00% | −36,183−81.2% | 減碼 |
| Jones Financial Companies LLLP | 8,381 | $64.9 萬 | 0.00% | −34−0.4% | 減碼 |
| Tower Research Capital LLC (TRC) | 8,387 | $65.0 萬 | 0.02% | +562+7.2% | 加碼 |
| Maryland State Retirement & Pension System | 8,486 | $65.8 萬 | 0.01% | 00.0% | 不變 |
| Mutual Advisors, LLC | 8,553 | $66.3 萬 | 0.01% | +96+1.1% | 加碼 |
| Old Port Advisors | 8,729 | $67.6 萬 | 0.17% | −242−2.7% | 減碼 |
| Brinker Capital Investments, LLC | 8,740 | $67.7 萬 | 0.00% | +102+1.2% | 加碼 |
| Private Advisor Group, LLC | 8,868 | $68.7 萬 | 0.00% | −1,036−10.5% | 減碼 |
| Utah Retirement Systems | 8,948 | $69.3 萬 | 0.01% | 00.0% | 不變 |
| Picton Mahoney Asset Management | 9,050 | $70.1 萬 | 0.01% | +9,050 | 新進 |
| Oppenheimer & Co Inc | 9,129 | $70.7 萬 | 0.01% | −534−5.5% | 減碼 |
| GAMMA Investing LLC | 9,166 | $71.0 萬 | 0.04% | +934+11.3% | 加碼 |
| United Capital Financial Advisers, LLC | 9,396 | $72.8 萬 | 0.00% | −157−1.6% | 減碼 |
| Kestra Advisory Services, LLC | 9,401 | $72.9 萬 | 0.00% | +366+4.1% | 加碼 |
| Old National Bancorp | 9,403 | $72.9 萬 | 0.01% | −32−0.3% | 減碼 |
| Skopos Labs, Inc. | 9,302 | $73.1 萬 | 0.03% | +2,876+44.8% | 加碼 |
| Carret Asset Management, LLC | 9,482 | $73.5 萬 | 0.07% | −250−2.6% | 減碼 |
| Venture Visionary Partners LLC | 9,595 | $74.4 萬 | 0.02% | +57+0.6% | 加碼 |
| Belpointe Asset Management LLC | 9,630 | $74.6 萬 | 0.03% | +227+2.4% | 加碼 |
| Paradigm Financial Partners, LLC | 9,810 | $76.0 萬 | 0.08% | −799−7.5% | 減碼 |
| Greenleaf Trust | 9,885 | $76.6 萬 | 0.01% | −171−1.7% | 減碼 |
| Jefferies Financial Group Inc. | 10,000 | $77.5 萬 | 0.01% | +10,000 | 新進 |
| Sterling Capital Management LLC | 10,022 | $77.7 萬 | 0.01% | −429−4.1% | 減碼 |
| M&T Bank Corp | 10,035 | $77.8 萬 | 0.00% | +268+2.7% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,092 | $78.2 萬 | 0.01% | +5,259+108.8% | 加碼 |
| AE Wealth Management LLC | 10,129 | $78.5 萬 | 0.00% | +1,693+20.1% | 加碼 |
| EP Wealth Advisors, LLC | 10,212 | $79.1 萬 | 0.00% | +10,212 | 新進 |
| L2 Asset Management, LLC | 10,343 | $80.2 萬 | 0.11% | +166+1.6% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 10,362 | $80.3 萬 | 0.02% | +1,176+12.8% | 加碼 |
| CAPROCK Group, Inc. | 10,403 | $80.6 萬 | 0.02% | +10,403 | 新進 |
| Boxwood Ventures, Inc. | 10,412 | $80.7 萬 | 0.81% | 00.0% | 不變 |
| Abacus Wealth Partners, LLC | 10,739 | $83.2 萬 | 0.08% | +10,739 | 新進 |
| Aaron Wealth Advisors | 10,742 | $83.3 萬 | 0.05% | +1,842+20.7% | 加碼 |
| Chicago Partners Investment Group LLC | 11,052 | $84.1 萬 | 0.02% | +1,019+10.2% | 加碼 |
| Patten & Patten Inc | 11,077 | $85.8 萬 | 0.05% | 00.0% | 不變 |
| Financial Advisory Service, Inc. | 11,085 | $85.9 萬 | 0.06% | +66+0.6% | 加碼 |
| Keel Point, LLC | 11,152 | $86.4 萬 | 0.05% | −100−0.9% | 減碼 |
| Securian Asset Management, Inc | 11,219 | $86.9 萬 | 0.03% | −515−4.4% | 減碼 |
| Crossmark Global Holdings, Inc. | 11,221 | $87.0 萬 | 0.01% | −19,551−63.5% | 減碼 |
| Park Avenue Securities LLC | 11,222 | $87.0 萬 | 0.01% | +330+3.0% | 加碼 |
| HSBC Holdings PLC | 11,259 | $87.3 萬 | 0.00% | −33,046−74.6% | 減碼 |
| DMG Group, LLC | 11,333 | $87.8 萬 | 0.59% | +373+3.4% | 加碼 |
| BOS Asset Management, LLC | 11,368 | $88.1 萬 | 0.24% | −1,067−8.6% | 減碼 |
| Inceptionr LLC | 11,371 | $88.1 萬 | 0.24% | +11,371 | 新進 |
| HM Payson & Co | 11,389 | $88.3 萬 | 0.01% | −598−5.0% | 減碼 |