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
2026 年第 1 季 13F 持有人
Unum Group 在 2026/3/31 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
- 702
- 較 2025 年第 4 季 +15 家
- 持有股數
- 1.27 億
- 較 2025 年第 4 季 +1,373 萬 (+12.2%)
- 總市值
- $92.5 億
- 較 2025 年第 4 季 +$5.05 億 (+5.8%)
- 新進機構
- 90
- 另有 259 家加碼
- 清倉機構
- 75
- 另有 250 家減碼
另有 12 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Sigma Planning Corp | 3,005 | $21.9 萬 | 0.01% | −21−0.7% | 減碼 |
| Sage Capital Management, LLC | 3,007 | $22.0 萬 | 0.10% | +19+0.6% | 加碼 |
| MJP Associates Inc | 3,014 | $22.0 萬 | 0.03% | +87+3.0% | 加碼 |
| Advisor OS, LLC | 3,014 | $22.0 萬 | 0.02% | +87+3.0% | 加碼 |
| Sterling Investment Counsel, LLC | 3,043 | $22.2 萬 | 0.06% | +99+3.4% | 加碼 |
| Machina Capital S.A.S. | 3,047 | $22.3 萬 | 0.04% | +3,047 | 新進 |
| Eurizon Capital SGR S.p.A. | 3,080 | $22.6 萬 | 0.00% | −1,400−31.3% | 減碼 |
| Umb Bank N A | 3,095 | $22.6 萬 | 0.00% | −971−23.9% | 減碼 |
| Ronald Blue Trust, Inc. | 3,096 | $22.6 萬 | 0.00% | −34−1.1% | 減碼 |
| Nations Financial Group Inc, | 3,102 | $22.7 萬 | 0.01% | −39,815−92.8% | 減碼 |
| TCG Advisory Services, LLC | 3,157 | $23.1 萬 | 0.01% | −667−17.4% | 減碼 |
| Horizon Investments, LLC | 3,184 | $23.1 萬 | 0.00% | −280−8.1% | 減碼 |
| Prime Capital Investment Advisors, LLC | 3,184 | $23.3 萬 | 0.00% | +186+6.2% | 加碼 |
| KPP Advisory Services LLC | 3,194 | $23.3 萬 | 0.03% | 00.0% | 不變 |
| Laurion Capital Management LP | 3,197 | $23.3 萬 | 0.02% | +3,197 | 新進 |
| Bank & Trust Co | 3,202 | $23.4 萬 | 0.16% | 00.0% | 不變 |
| Wealthspire Advisors, LLC | 3,202 | $23.4 萬 | 0.00% | −1,985−38.3% | 減碼 |
| Fidelis Capital Partners, LLC | 3,206 | $23.4 萬 | 0.02% | +84+2.7% | 加碼 |
| Krilogy Financial LLC | 2,993 | $23.6 萬 | 0.01% | −633−17.5% | 減碼 |
| Clearstead Advisors, LLC | 3,249 | $23.7 萬 | 0.00% | −497−13.3% | 減碼 |
| LaSalle St. Investment Advisors, LLC | 3,260 | $23.8 萬 | 0.03% | +3,260 | 新進 |
| Nichols & Pratt Advisers LLP | 3,270 | $23.9 萬 | 0.02% | 00.0% | 不變 |
| Vontobel Holding Ltd. | 3,296 | $24.1 萬 | 0.00% | −109−3.2% | 減碼 |
| Eastern Bank | 3,298 | $24.1 萬 | 0.00% | −6−0.2% | 減碼 |
| Diversified Trust Co | 3,315 | $24.2 萬 | 0.00% | −579−14.9% | 減碼 |
| Diversified Enterprises, LLC | 3,321 | $24.3 萬 | 0.01% | −82−2.4% | 減碼 |
| IFP Advisors, Inc | 3,357 | $24.5 萬 | 0.01% | −2,738−44.9% | 減碼 |
| Integrated Advisors Network LLC | 3,363 | $24.6 萬 | 0.01% | +3,363 | 新進 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,399 | $24.8 萬 | 0.00% | +853+33.5% | 加碼 |
| Elyxium Wealth, LLC | 3,410 | $24.9 萬 | 0.08% | +78+2.3% | 加碼 |
| Childress Capital Advisors, LLC | 3,416 | $24.9 萬 | 0.05% | −252−6.9% | 減碼 |
| Hanson & Doremus Investment Management | 3,480 | $25.4 萬 | 0.03% | 00.0% | 不變 |
| Welch & Forbes LLC | 3,515 | $25.7 萬 | 0.00% | −57−1.6% | 減碼 |
| Spinnaker Trust | 3,515 | $25.7 萬 | 0.01% | 00.0% | 不變 |
| Evolve Private Wealth, LLC | 3,516 | $25.7 萬 | 0.01% | −247−6.6% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 3,517 | $25.7 萬 | 0.01% | −16−0.5% | 減碼 |
| Capital Square, LLC | 3,332 | $25.8 萬 | 0.12% | +10.0% | 加碼 |
| NewEdge Wealth, LLC | 3,554 | $26.0 萬 | 0.00% | −1,385−28.0% | 減碼 |
| Oxford Asset Management LLP | 3,567 | $26.0 萬 | 0.11% | −3,544−49.8% | 減碼 |
| Sage Rhino Capital LLC | 3,587 | $26.2 萬 | 0.05% | +108+3.1% | 加碼 |
| Graham Capital Management, L.P. | 3,629 | $26.5 萬 | 0.01% | +3,629 | 新進 |
| Baker Avenue Asset Management, LP | 3,659 | $26.7 萬 | 0.01% | −214−5.5% | 減碼 |
| Atom Investors LP | 3,672 | $26.8 萬 | 0.02% | +3,672 | 新進 |
| Perigon Wealth Management, LLC | 3,717 | $27.1 萬 | 0.00% | −1,141−23.5% | 減碼 |
| Net Worth Advisory Group | 3,747 | $27.4 萬 | 0.06% | −509−12.0% | 減碼 |
| Centurion Wealth Management LLC | 3,750 | $27.4 萬 | 0.06% | 00.0% | 不變 |
| Apollon Wealth Management, LLC | 3,782 | $27.6 萬 | 0.00% | +35+0.9% | 加碼 |
| Moors & Cabot, Inc. | 3,791 | $27.7 萬 | 0.01% | 00.0% | 不變 |
| Gardner Russo & Quinn LLC大師Gardner Russo & Quinn | 3,800 | $27.8 萬 | 0.00% | 00.0% | 不變 |
| 111 Capital | 3,806 | $27.8 萬 | 0.07% | −1,893−33.2% | 減碼 |
| Brighton Jones LLC | 3,846 | $28.1 萬 | 0.01% | +3,846 | 新進 |
| Paulson Wealth Management Inc. | 3,857 | $28.2 萬 | 0.07% | −123−3.1% | 減碼 |
| Camden Capital, LLC | 3,871 | $28.3 萬 | 0.02% | +992+34.5% | 加碼 |
| Calamos Advisors LLC | 3,925 | $28.7 萬 | 0.00% | +3,925 | 新進 |
| Calamos Wealth Management LLC | 3,925 | $28.7 萬 | 0.01% | +3,925 | 新進 |
| Mather Group, LLC. | 3,980 | $29.1 萬 | 0.00% | −80−2.0% | 減碼 |
| Schulhoff & Co Inc | 4,000 | $29.2 萬 | 0.12% | 00.0% | 不變 |
| Arnhold LLC | 4,000 | $29.2 萬 | 0.02% | 00.0% | 不變 |
| Anchyra Partners LLC | 4,026 | $29.4 萬 | 0.09% | +4,026 | 新進 |
| Commonwealth Financial Services, LLC | 4,047 | $29.6 萬 | 0.05% | +4,047 | 新進 |
| Wetzel Investment Advisors, Inc. | 4,090 | $29.9 萬 | 0.12% | −100−2.4% | 減碼 |
| JMN Financial LLC | 4,132 | $30.2 萬 | 0.30% | −3,758−47.6% | 減碼 |
| Allworth Financial LP | 4,133 | $30.2 萬 | 0.00% | −863−17.3% | 減碼 |
| J.W. Cole Advisors, Inc. | 4,148 | $30.3 萬 | 0.01% | +3+0.1% | 加碼 |
| Empirical Asset Management, LLC | 4,195 | $30.6 萬 | 0.08% | +4,195 | 新進 |
| Beacon Pointe Advisors, LLC | 4,243 | $31.0 萬 | 0.00% | +4,243 | 新進 |
| Seeds Investor LLC | 4,044 | $31.4 萬 | 0.04% | −26−0.6% | 減碼 |
| SageView Advisory Group, LLC | 4,305 | $31.4 萬 | 0.01% | −319−6.9% | 減碼 |
| Delta Asset Management LLC | 4,325 | $31.6 萬 | 0.03% | 00.0% | 不變 |
| Jacobi Capital Management LLC | 4,331 | $31.6 萬 | 0.02% | +778+21.9% | 加碼 |
| AlTi Global, Inc. | 4,427 | $32.3 萬 | 0.01% | −6−0.1% | 減碼 |
| Frec Markets, Inc. | 4,444 | $32.5 萬 | 0.06% | +4,444 | 新進 |
| Coastline Trust Co | 4,470 | $32.6 萬 | 0.03% | 00.0% | 不變 |
| Tripletail Wealth Management, LLC | 4,404 | $32.7 萬 | 0.45% | −300−6.4% | 減碼 |
| Oppenheimer & Co Inc | 4,500 | $32.9 萬 | 0.00% | −4,629−50.7% | 減碼 |
| Mirabella Financial Services LLP | 4,507 | $32.9 萬 | 0.03% | −2,786−38.2% | 減碼 |
| Atomi Financial Group, Inc. | 4,672 | $34.1 萬 | 0.01% | −634−11.9% | 減碼 |
| Bridgefront Capital, LLC | 4,681 | $34.2 萬 | 0.08% | +4,681 | 新進 |
| GeoWealth Management, LLC | 4,697 | $34.3 萬 | 0.01% | +4,697 | 新進 |
| Kestra Private Wealth Services, LLC | 4,804 | $35.1 萬 | 0.00% | +60+1.3% | 加碼 |
| CIBC Bancorp USA Inc. | 4,825 | $35.2 萬 | 0.00% | +4,825 | 新進 |
| KBC Group NV | 4,890 | $35.7 萬 | 0.00% | 00.0% | 不變 |
| Erste Asset Management GmbH | 4,900 | $35.8 萬 | 0.00% | −1,600−24.6% | 減碼 |
| Great Lakes Advisors, LLC | 4,903 | $35.8 萬 | 0.00% | −443−8.3% | 減碼 |
| Boston Private Wealth LLC | 4,939 | $36.1 萬 | 0.02% | +75+1.5% | 加碼 |
| North Dakota State Investment Board | 4,942 | $36.1 萬 | 0.02% | −1,010−17.0% | 減碼 |
| Everence Capital Management Inc | 4,937 | $36.1 萬 | 0.02% | +267+5.7% | 加碼 |
| Shelton Capital Management | 4,985 | $36.4 萬 | 0.01% | −317−6.0% | 減碼 |
| nVerses Capital, LLC | 4,990 | $36.4 萬 | 0.33% | +4,990 | 新進 |
| Blair William & Co | 5,038 | $36.8 萬 | 0.00% | −13−0.3% | 減碼 |
| EP Wealth Advisors, LLC | 5,044 | $36.8 萬 | 0.00% | −5,168−50.6% | 減碼 |
| Parallel Advisors, LLC | 5,079 | $37.1 萬 | 0.01% | +2,092+70.0% | 加碼 |
| Brooks, Moore & Associates, Inc. | 5,098 | $37.2 萬 | 0.19% | 00.0% | 不變 |
| First Horizon Corp | 5,108 | $37.3 萬 | 0.02% | −335−6.2% | 減碼 |
| Denali Advisors LLC | 5,120 | $37.4 萬 | 0.04% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 5,132 | $37.5 萬 | 0.01% | +395+8.3% | 加碼 |
| Kingsview Wealth Management, LLC | 5,171 | $37.8 萬 | 0.01% | −222−4.1% | 減碼 |
| Csenge Advisory Group | 5,198 | $38.0 萬 | 0.02% | −264−4.8% | 減碼 |
| Wedbush Securities Inc | 5,257 | $38.4 萬 | 0.01% | +43+0.8% | 加碼 |
| Quent Capital, LLC | 5,305 | $38.7 萬 | 0.03% | −283−5.1% | 減碼 |