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 |
|---|---|---|---|---|---|
| HM Payson & Co | 11,032 | $80.6 萬 | 0.01% | −357−3.1% | 減碼 |
| Patten & Patten Inc | 11,077 | $80.9 萬 | 0.05% | 00.0% | 不變 |
| Financial Advisory Service, Inc. | 11,155 | $81.5 萬 | 0.05% | +70+0.6% | 加碼 |
| Securian Asset Management, Inc | 11,219 | $81.9 萬 | 0.03% | 00.0% | 不變 |
| DMG Group, LLC | 11,529 | $84.2 萬 | 0.57% | +196+1.7% | 加碼 |
| MML Investors Services, LLC | 11,532 | $84.2 萬 | 0.00% | −2,199−16.0% | 減碼 |
| Worldquant Millennium Advisors LLC | 11,705 | $85.5 萬 | 0.00% | +7,714+193.3% | 加碼 |
| Atlas Capital Advisors LLC | 11,973 | $87.4 萬 | 0.10% | −2,661−18.2% | 減碼 |
| Chicago Partners Investment Group LLC | 11,331 | $87.6 萬 | 0.02% | +279+2.5% | 加碼 |
| Wedmont Private Capital | 11,713 | $90.8 萬 | 0.03% | +395+3.5% | 加碼 |
| Prospera Financial Services Inc | 12,711 | $93.0 萬 | 0.01% | −7,547−37.3% | 減碼 |
| Federated Hermes, Inc. | 12,804 | $93.5 萬 | 0.00% | −4,047−24.0% | 減碼 |
| Coldstream Capital Management Inc | 12,863 | $93.9 萬 | 0.01% | +1,088+9.2% | 加碼 |
| Bessemer Group Inc | 12,873 | $94.1 萬 | 0.00% | −69−0.5% | 減碼 |
| QRG Capital Management, Inc. | 12,955 | $94.6 萬 | 0.01% | +929+7.7% | 加碼 |
| Assetmark, Inc | 13,030 | $95.2 萬 | 0.00% | +433+3.4% | 加碼 |
| Merit Financial Group, LLC | 13,181 | $96.3 萬 | 0.01% | −454−3.3% | 減碼 |
| Fox Run Management, L.L.C. | 13,661 | $99.7 萬 | 0.17% | −7,897−36.6% | 減碼 |
| United Capital Financial Advisers, LLC | 13,659 | $99.8 萬 | 0.01% | +4,263+45.4% | 加碼 |
| XML Financial, LLC | 13,755 | $100.5 萬 | 0.08% | 00.0% | 不變 |
| Redwood Investment Management, LLC | 14,155 | $103.4 萬 | 0.13% | +13+0.1% | 加碼 |
| Magnetar Financial LLC | 14,159 | $103.4 萬 | 0.01% | +6,454+83.8% | 加碼 |
| Commerce Bank | 14,164 | $103.4 萬 | 0.01% | +742+5.5% | 加碼 |
| Swiss Life Asset Management Ltd | 18,885 | $103.8 萬 | 0.01% | +11,246+147.2% | 加碼 |
| Parrish Capital LLC | 14,281 | $104.3 萬 | 0.93% | +362+2.6% | 加碼 |
| HSBC Holdings PLC | 14,315 | $105.0 萬 | 0.00% | +3,056+27.1% | 加碼 |
| M&T Bank Corp | 14,428 | $105.4 萬 | 0.00% | +4,393+43.8% | 加碼 |
| Benjamin Edwards Inc | 14,464 | $105.6 萬 | 0.01% | +1,959+15.7% | 加碼 |
| ISAM Funds (UK) Ltd | 14,521 | $106.0 萬 | 0.52% | +14,521 | 新進 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14,589 | $106.5 萬 | 0.02% | +4,497+44.6% | 加碼 |
| CAPROCK Group, Inc. | 15,047 | $109.9 萬 | 0.03% | +4,644+44.6% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 14,312 | $110.4 萬 | 0.01% | +8,001+126.8% | 加碼 |
| Envestnet Asset Management Inc | 15,552 | $113.6 萬 | 0.00% | +8,093+108.5% | 加碼 |
| Fieldview Capital Management, LLC | 15,825 | $115.6 萬 | 0.34% | +10,723+210.2% | 加碼 |
| Havemeyer Place LP | 15,922 | $116.3 萬 | 0.13% | −5,148−24.4% | 減碼 |
| Savant Capital, LLC | 15,961 | $116.6 萬 | 0.01% | +3,088+24.0% | 加碼 |
| Neumann Capital Management, LLC | 16,041 | $117.1 萬 | 0.35% | −669−4.0% | 減碼 |
| HB Wealth Management, LLC | 16,112 | $117.7 萬 | 0.01% | +2,437+17.8% | 加碼 |
| Mariner, LLC | 16,196 | $118.3 萬 | 0.00% | −25,390−61.1% | 減碼 |
| Public Employees Retirement Association of Colorado | 16,616 | $121.3 萬 | 0.00% | 00.0% | 不變 |
| Vise Technologies, Inc. | 16,047 | $124.4 萬 | 0.02% | 00.0% | 不變 |
| Oak Thistle LLC | 17,421 | $127.2 萬 | 0.12% | +14,611+520.0% | 加碼 |
| Keynote Financial Services LLC | 17,441 | $127.4 萬 | 0.68% | +1,150+7.1% | 加碼 |
| Evergreen Capital Management LLC | 17,476 | $127.6 萬 | 0.03% | +5,553+46.6% | 加碼 |
| Pacer Advisors, Inc. | 17,894 | $130.7 萬 | 0.00% | −188−1.0% | 減碼 |
| Advisory Research Inc | 18,083 | $132.1 萬 | 0.16% | +758+4.4% | 加碼 |
| Catalyst Funds Management Pty Ltd | 18,236 | $133.2 萬 | 0.23% | +14,636+406.6% | 加碼 |
| Vestcor Inc | 18,239 | $133.2 萬 | 0.04% | −114,953−86.3% | 減碼 |
| Signaturefd, LLC | 18,297 | $133.6 萬 | 0.02% | +245+1.4% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 18,517 | $135.2 萬 | 0.01% | −1,106−5.6% | 減碼 |
| CWM, LLC | 18,674 | $136.4 萬 | 0.00% | −11,583−38.3% | 減碼 |
| New York Life Investment Management LLC | 18,741 | $136.9 萬 | 0.01% | +4,824+34.7% | 加碼 |
| Bailard, Inc. | 18,771 | $137.1 萬 | 0.03% | −37−0.2% | 減碼 |
| Rockefeller Capital Management L.P. | 18,954 | $138.4 萬 | 0.00% | +2,016+11.9% | 加碼 |
| PEAK6 LLC | 19,580 | $143.0 萬 | 0.04% | +19,580 | 新進 |
| New Vernon Investment Management LLC | 19,796 | $144.6 萬 | 1.54% | +19,796 | 新進 |
| Abacus Planning Group, Inc. | 19,978 | $145.9 萬 | 0.20% | −15−0.1% | 減碼 |
| First Citizens Bank & Trust Co | 20,225 | $147.7 萬 | 0.03% | −915−4.3% | 減碼 |
| Ascent Group, LLC | 20,333 | $148.5 萬 | 0.05% | +442+2.2% | 加碼 |
| Stephens Inc | 19,375 | $149.4 萬 | 0.02% | +2,996+18.3% | 加碼 |
| Xponance, Inc. | 21,503 | $157.0 萬 | 0.01% | +4,578+27.0% | 加碼 |
| Dark Forest Capital Management LP | 21,519 | $157.2 萬 | 0.14% | −35,392−62.2% | 減碼 |
| Vident Advisory, LLC | 22,030 | $160.9 萬 | 0.01% | +752+3.5% | 加碼 |
| Laird Norton Trust Company, LLC | 22,548 | $164.7 萬 | 0.04% | +1,271+6.0% | 加碼 |
| Weaver C. Barksdale & Associates, Inc. | 22,728 | $166.1 萬 | 1.58% | +1,297+6.1% | 加碼 |
| Prana Capital Management, LP | 22,941 | $167.5 萬 | 0.05% | +22,941 | 新進 |
| Nilsine Partners, LLC | 21,798 | $168.1 萬 | 0.13% | +2,559+13.3% | 加碼 |
| Qsemble Capital Management, LP | 23,127 | $168.9 萬 | 0.13% | −83,615−78.3% | 減碼 |
| XTX Topco Ltd | 23,279 | $170.0 萬 | 0.03% | −46,219−66.5% | 減碼 |
| Investors Research Corp | 23,401 | $170.9 萬 | 0.33% | −300−1.3% | 減碼 |
| Advisory Services Network, LLC | 23,613 | $172.4 萬 | 0.02% | −8,110−25.6% | 減碼 |
| Ethic Inc. | 25,013 | $182.7 萬 | 0.03% | +691+2.8% | 加碼 |
| Impax Asset Management Group plc | 25,038 | $182.9 萬 | 0.01% | +11,209+81.1% | 加碼 |
| Fulcrum Wealth Advisors, LLC | 25,197 | $184.0 萬 | 1.52% | −5,328−17.5% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 25,200 | $184.0 萬 | 0.00% | −595,859−95.9% | 減碼 |
| Concurrent Investment Advisors, LLC | 25,694 | $187.6 萬 | 0.02% | +375+1.5% | 加碼 |
| Pictet Asset Management Holding SA | 25,706 | $187.7 萬 | 0.00% | +1,952+8.2% | 加碼 |
| Empowered Funds, LLC | 26,139 | $190.9 萬 | 0.01% | +26,139 | 新進 |
| BKD Wealth Advisors, LLC | 26,252 | $191.7 萬 | 0.04% | −950−3.5% | 減碼 |
| Summit Trail Advisors, LLC | 26,258 | $191.8 萬 | 0.03% | +1,507+6.1% | 加碼 |
| FJ Capital Management LLC | 26,346 | $192.4 萬 | 0.22% | +26,346 | 新進 |
| Bokf, NA | 26,737 | $195.3 萬 | 0.03% | −687−2.5% | 減碼 |
| Jefferies Financial Group Inc. | 26,818 | $195.9 萬 | 0.02% | +16,818+168.2% | 加碼 |
| Brevan Howard Capital Management LP | 27,135 | $198.2 萬 | 0.02% | +27,135 | 新進 |
| Amundi | 27,444 | $200.4 萬 | 0.00% | −227,244−89.2% | 減碼 |
| Goelzer Investment Management, Inc. | 27,521 | $201.0 萬 | 0.10% | +43+0.2% | 加碼 |
| Advisor Group Holdings, Inc. | 27,529 | $201.1 萬 | 0.00% | −3,235−10.5% | 減碼 |
| Lecap Asset Management Ltd | 27,734 | $202.5 萬 | 0.76% | +6,161+28.6% | 加碼 |
| Caxton Associates LLP | 27,767 | $202.8 萬 | 0.05% | +1,605+6.1% | 加碼 |
| Aviance Capital Partners, LLC | 27,816 | $203.1 萬 | 0.24% | −2,212−7.4% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 27,912 | $203.8 萬 | 0.01% | −240−0.9% | 減碼 |
| FORA Capital, LLC | 28,146 | $205.6 萬 | 0.15% | +21,956+354.7% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 28,718 | $209.7 萬 | 0.01% | −15,503−35.1% | 減碼 |
| SummitTX Capital, L.P. | 28,914 | $211.2 萬 | 0.07% | +28,914 | 新進 |
| Consolidated Planning Corp | 29,427 | $214.9 萬 | 0.35% | −31,625−51.8% | 減碼 |
| Klein Pavlis & Peasley Financial, Inc. | 29,600 | $216.2 萬 | 1.20% | +746+2.6% | 加碼 |
| The PNC Financial Services Group, Inc. | 30,018 | $219.2 萬 | 0.00% | +258+0.9% | 加碼 |
| Moore Capital Management, LP | 30,840 | $225.2 萬 | 0.08% | +30,840 | 新進 |
| Oregon Public Employees Retirement Fund | 31,283 | $228.5 萬 | 0.03% | +500+1.6% | 加碼 |
| HHM Wealth Advisors, LLC | 31,331 | $228.8 萬 | 0.26% | 00.0% | 不變 |