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 2 季 13F 持有人
Unum Group 在 2026/6/30 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
- 766
- 較 2026 年第 1 季 +69 家
- 持有股數
- 1.42 億
- 較 2026 年第 1 季 +1,514 萬 (+12.0%)
- 總市值
- $126.5 億
- 較 2026 年第 1 季 +$34.1 億 (+37.0%)
- 新進機構
- 120
- 另有 284 家加碼
- 清倉機構
- 51
- 另有 240 家減碼
另有 5 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 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 2 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Snowden Capital Advisors LLC | 2,545 | $22.8 萬 | 0.01% | +2,545 | 新進 |
| Robertson Stephens Wealth Management, LLC | 2,546 | $22.8 萬 | 0.01% | +2,546 | 新進 |
| We Are One Seven, LLC | 2,549 | $22.8 萬 | 0.00% | +2,549 | 新進 |
| Abacus Wealth Partners, LLC | 2,554 | $22.8 萬 | 0.02% | −6,523−71.9% | 減碼 |
| VestGen Advisors, LLC | 2,554 | $22.8 萬 | 0.01% | +2,554 | 新進 |
| Toth Financial Advisory Corp | 2,559 | $22.9 萬 | 0.02% | 00.0% | 不變 |
| Carl P. Sherr & Co., LLC | 2,560 | $22.9 萬 | 0.10% | +2,560 | 新進 |
| Syverson Strege & Co | 2,588 | $23.1 萬 | 0.05% | +2,588 | 新進 |
| Advisors Asset Management, Inc. | 2,590 | $23.2 萬 | 0.00% | +10+0.4% | 加碼 |
| Sym Financial Corp | 2,606 | $23.3 萬 | 0.02% | +2,606 | 新進 |
| Sagespring Wealth Partners, LLC | 2,619 | $23.4 萬 | 0.00% | +2,619 | 新進 |
| Paragon Capital Management Ltd | 2,631 | $23.5 萬 | 0.04% | +2,631 | 新進 |
| Leigh Baldwin & Co., LLC | 2,640 | $23.6 萬 | 0.13% | +2,640 | 新進 |
| Norden Group LLC | 2,671 | $23.9 萬 | 0.02% | +2,671 | 新進 |
| Inceptionr LLC | 2,677 | $23.9 萬 | 0.06% | −2,818−51.3% | 減碼 |
| Beacon Financial Group | 2,707 | $24.2 萬 | 0.02% | +2,707 | 新進 |
| West Branch Capital LLC | 2,709 | $24.2 萬 | 0.06% | 00.0% | 不變 |
| Plancorp, LLC | 2,711 | $24.2 萬 | 0.01% | −146−5.1% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,725 | $24.4 萬 | 0.00% | −674−19.8% | 減碼 |
| Profund Advisors LLC | 2,742 | $24.5 萬 | 0.01% | −32−1.2% | 減碼 |
| Clark Capital Management Group, Inc. | 2,752 | $24.6 萬 | 0.00% | +2,752 | 新進 |
| Claro Advisors LLC | 2,760 | $24.7 萬 | 0.03% | −236−7.9% | 減碼 |
| West Family Investments, Inc. | 2,764 | $24.7 萬 | 0.07% | +2,764 | 新進 |
| Fragasso Group Inc. | 2,766 | $24.7 萬 | 0.01% | +2,766 | 新進 |
| Aire Advisors, LLC | 2,785 | $24.9 萬 | 0.04% | +2,785 | 新進 |
| Evolve Private Wealth, LLC | 2,790 | $24.9 萬 | 0.02% | −726−20.6% | 減碼 |
| Wealthspire Advisors, LLC | 2,794 | $25.0 萬 | 0.00% | −408−12.7% | 減碼 |
| Sigma Planning Corp | 2,809 | $25.1 萬 | 0.01% | −196−6.5% | 減碼 |
| Valeo Financial Advisors, LLC | 2,814 | $25.2 萬 | 0.01% | +2,814 | 新進 |
| Quotient Wealth Partners, LLC | 2,838 | $25.4 萬 | 0.01% | +47+1.7% | 加碼 |
| Northwestern Mutual Wealth Management Co | 2,842 | $25.4 萬 | 0.00% | +504+21.6% | 加碼 |
| Symmetry Partners, LLC | 2,850 | $25.5 萬 | 0.01% | +2,850 | 新進 |
| Midwest Trust Co | 2,874 | $25.7 萬 | 0.00% | 00.0% | 不變 |
| Ariadne Wealth Management, LP | 2,874 | $25.7 萬 | 0.11% | +2,874 | 新進 |
| Smartleaf Asset Management LLC | 2,883 | $25.9 萬 | 0.01% | 00.0% | 不變 |
| Vontobel Holding Ltd. | 2,895 | $25.9 萬 | 0.00% | −401−12.2% | 減碼 |
| Portland Global Advisors LLC | 2,925 | $26.1 萬 | 0.02% | 00.0% | 不變 |
| Horizon Investments, LLC | 2,948 | $26.2 萬 | 0.00% | −236−7.4% | 減碼 |
| Proficio Capital Partners LLC | 2,977 | $26.6 萬 | 0.01% | +2,977 | 新進 |
| Versant Capital Management, Inc | 2,986 | $26.7 萬 | 0.02% | +819+37.8% | 加碼 |
| Fountainhead AM, LLC | 3,007 | $26.9 萬 | 0.20% | +175+6.2% | 加碼 |
| Savvy Advisors, Inc. | 3,020 | $27.0 萬 | 0.01% | +3,020 | 新進 |
| Sage Capital Management, LLC | 3,024 | $27.0 萬 | 0.11% | +17+0.6% | 加碼 |
| MJP Associates Inc | 3,032 | $27.1 萬 | 0.03% | +18+0.6% | 加碼 |
| Advisor OS, LLC | 3,032 | $27.1 萬 | 0.02% | +18+0.6% | 加碼 |
| Sterling Investment Counsel, LLC | 3,043 | $27.2 萬 | 0.06% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 3,044 | $27.2 萬 | 0.00% | −52−1.7% | 減碼 |
| Kathmere Capital Management, LLC | 3,060 | $27.4 萬 | 0.01% | +3,060 | 新進 |
| Hamilton Capital Partners Inc. | 3,071 | $27.5 萬 | 0.01% | −2,998−49.4% | 減碼 |
| Apollon Wealth Management, LLC | 3,142 | $28.1 萬 | 0.00% | −640−16.9% | 減碼 |
| J.W. Cole Advisors, Inc. | 3,153 | $28.2 萬 | 0.00% | −995−24.0% | 減碼 |
| Dynamic Technology Lab Private Ltd | 3,157 | $28.2 萬 | 0.06% | −3,229−50.6% | 減碼 |
| Childress Capital Advisors, LLC | 3,161 | $28.3 萬 | 0.05% | −255−7.5% | 減碼 |
| PFG Investments, LLC | 3,180 | $28.4 萬 | 0.01% | +401+14.4% | 加碼 |
| Prime Capital Investment Advisors, LLC | 3,191 | $28.5 萬 | 0.00% | +7+0.2% | 加碼 |
| KPP Advisory Services LLC | 3,194 | $28.6 萬 | 0.04% | 00.0% | 不變 |
| Bank & Trust Co | 3,202 | $28.6 萬 | 0.18% | 00.0% | 不變 |
| Independent Advisor Alliance | 3,221 | $28.8 萬 | 0.01% | +416+14.8% | 加碼 |
| Diversified Enterprises, LLC | 3,231 | $28.9 萬 | 0.01% | −90−2.7% | 減碼 |
| Umb Bank N A | 3,242 | $29.0 萬 | 0.00% | +147+4.7% | 加碼 |
| Fidelis Capital Partners, LLC | 3,248 | $29.0 萬 | 0.02% | +42+1.3% | 加碼 |
| Capital Square, LLC | 3,332 | $29.2 萬 | 0.13% | 00.0% | 不變 |
| Nichols & Pratt Advisers LLP | 3,270 | $29.2 萬 | 0.02% | 00.0% | 不變 |
| JMN Financial LLC | 3,287 | $29.4 萬 | 0.23% | −845−20.5% | 減碼 |
| Eastern Bank | 3,298 | $29.5 萬 | 0.00% | 00.0% | 不變 |
| Crestwood Advisors Group LLC | 3,311 | $29.6 萬 | 0.00% | +486+17.2% | 加碼 |
| STRS Ohio | 3,352 | $30.0 萬 | 0.00% | −36,620−91.6% | 減碼 |
| Victory Financial Group, LLC | 3,392 | $30.3 萬 | 0.03% | +479+16.4% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 3,402 | $30.4 萬 | 0.01% | −115−3.3% | 減碼 |
| Simplex Trading, LLC | 3,403 | $30.4 萬 | 0.01% | +3,403 | 新進 |
| Hanson & Doremus Investment Management | 3,480 | $31.1 萬 | 0.03% | 00.0% | 不變 |
| Gardner Russo & Quinn LLC大師Gardner Russo & Quinn | 3,485 | $31.2 萬 | 0.00% | −315−8.3% | 減碼 |
| Boothbay Fund Management, LLC | 3,502 | $31.3 萬 | 0.01% | +3,502 | 新進 |
| Welch & Forbes LLC | 3,515 | $31.4 萬 | 0.00% | 00.0% | 不變 |
| Spinnaker Trust | 3,515 | $31.4 萬 | 0.02% | 00.0% | 不變 |
| LaSalle St. Investment Advisors, LLC | 3,531 | $31.6 萬 | 0.04% | +271+8.3% | 加碼 |
| Net Worth Advisory Group | 3,535 | $31.6 萬 | 0.08% | −212−5.7% | 減碼 |
| Aigen Investment Management, LP | 3,549 | $31.7 萬 | 0.09% | +3,549 | 新進 |
| Change Path, LLC | 3,591 | $32.1 萬 | 0.01% | −1,733−32.6% | 減碼 |
| Sage Rhino Capital LLC | 3,614 | $32.3 萬 | 0.05% | +27+0.8% | 加碼 |
| Beacon Pointe Advisors, LLC | 3,616 | $32.3 萬 | 0.00% | −627−14.8% | 減碼 |
| Emerald Investment Advisers, LLC | 3,746 | $33.5 萬 | 0.02% | +3,746 | 新進 |
| Centurion Wealth Management LLC | 3,750 | $33.5 萬 | 0.08% | 00.0% | 不變 |
| Daymark Wealth Partners, LLC | 3,754 | $33.6 萬 | 0.01% | +891+31.1% | 加碼 |
| Moors & Cabot, Inc. | 3,791 | $33.9 萬 | 0.01% | 00.0% | 不變 |
| Paulson Wealth Management Inc. | 3,857 | $34.5 萬 | 0.07% | 00.0% | 不變 |
| Fulcrum Wealth Advisors, LLC | 3,859 | $34.5 萬 | 0.26% | −21,338−84.7% | 減碼 |
| TCG Advisory Services, LLC | 3,901 | $34.9 萬 | 0.01% | +744+23.6% | 加碼 |
| SageView Advisory Group, LLC | 3,949 | $35.3 萬 | 0.01% | −356−8.3% | 減碼 |
| nVerses Capital, LLC | 3,952 | $35.3 萬 | 0.54% | −1,038−20.8% | 減碼 |
| Warren Averett Asset Management, LLC | 3,952 | $35.3 萬 | 0.00% | +3,952 | 新進 |
| Park Capital Management, LLC | 3,959 | $35.4 萬 | 0.21% | +3,959 | 新進 |
| Wetzel Investment Advisors, Inc. | 3,975 | $35.5 萬 | 0.12% | −115−2.8% | 減碼 |
| Elyxium Wealth, LLC | 3,977 | $35.6 萬 | 0.04% | +567+16.6% | 加碼 |
| Mather Group, LLC. | 3,981 | $35.6 萬 | 0.00% | +10.0% | 加碼 |
| Schulhoff & Co Inc | 4,000 | $35.8 萬 | 0.14% | 00.0% | 不變 |
| Arnhold LLC | 4,000 | $35.8 萬 | 0.03% | 00.0% | 不變 |
| Commonwealth Financial Services, LLC | 4,107 | $36.7 萬 | 0.05% | +60+1.5% | 加碼 |
| New Age Alpha Advisors, LLC | 4,128 | $36.9 萬 | 0.02% | −78,550−95.0% | 減碼 |
| KBC Group NV | 4,154 | $37.1 萬 | 0.00% | −736−15.1% | 減碼 |