Humana Inc
HUM- Exchange
- NYSE
- Industry
- Hospital & Medical Service Plans
- SEC CIK
- 0000049071
No open-market purchases or sales by Humana Inc insiders were filed in the last 90 days; 929 institutions reported holding it in 13F filings for Q2 2026, worth $47.2B in total; Soros Fund Management is the only superinvestor holding it.
13F holders, Q1 2023
Institutional positions in Humana Inc as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,048
- −8 vs. Q4 2022
- Shares held
- 118.8M
- +1.04M (+0.9%) vs. Q4 2022
- Total value
- $57.0B
- −$3.34B (−5.5%) vs. Q4 2022
- New holders
- 111
- 403 more added
- Sold out
- 119
- 365 more reduced
23 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HUM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 929 | $47.2B |
| Q1 2026 | 787 | $20.0B |
| Q4 2025 | 865 | $30.8B |
| Q3 2025 | 894 | $29.4B |
| Q2 2025 | 880 | $27.7B |
| Q1 2025 | 902 | $30.2B |
| Q4 2024 | 878 | $29.5B |
| Q3 2024 | 945 | $36.0B |
| Q2 2024 | 984 | $42.5B |
| Q1 2024 | 1,033 | $38.1B |
| Q4 2023 | 1,155 | $51.0B |
| Q3 2023 | 1,090 | $55.5B |
| Q2 2023 | 1,073 | $51.8B |
| Q1 2023 | 1,048 | $57.0B |
| Q4 2022 | 1,079 | $60.4B |
| Q3 2022 | 1,002 | $57.9B |
| Q2 2022 | 961 | $55.6B |
| Q1 2022 | 917 | $51.8B |
| Q4 2021 | 930 | $55.9B |
| Q3 2021 | 856 | $46.5B |
| Q2 2021 | 893 | $52.8B |
| Q1 2021 | 879 | $50.5B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Humana Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| NinePointTwo Capital | 488 | $236.0K | 0.09% | +488 | New |
| Gitterman Wealth Management, LLC | 488 | $237.0K | 0.11% | +39+8.7% | Added |
| Great Valley Advisor Group, Inc. | 489 | $237.3K | 0.01% | +489 | New |
| Northern Financial Advisors Inc | 489 | $237.4K | 0.22% | 00.0% | Unchanged |
| PDS Planning, Inc | 490 | $237.9K | 0.03% | +490 | New |
| Independent Financial Group, LLC | 491 | $238.4K | 0.02% | −219−30.8% | Reduced |
| Watershed Asset Management, L.L.C. | 497 | $241.3K | 0.29% | +497 | New |
| Paradigm Asset Management Co LLC | 500 | $242.7K | 0.07% | 00.0% | Unchanged |
| XML Financial, LLC | 500 | $242.7K | 0.03% | 00.0% | Unchanged |
| Grey Street Capital, LLC | 500 | $242.7K | 0.17% | +500 | New |
| Oliver Lagore Vanvalin Investment Group | 502 | $243.7K | 0.11% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 504 | $244.7K | 0.10% | −17−3.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 505 | $245.1K | 0.02% | −12−2.3% | Reduced |
| First National Trust Co | 507 | $246.1K | 0.01% | +14+2.8% | Added |
| Crawford Investment Counsel Inc | 512 | $248.6K | 0.01% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 513 | $249.0K | 0.06% | −3−0.6% | Reduced |
| Total Wealth Planning, LLC | 513 | $249.0K | 0.05% | 00.0% | Unchanged |
| Humankind Investments LLC | 513 | $249.0K | 0.10% | +21+4.3% | Added |
| Hoey Investments, Inc | 514 | $249.5K | 0.10% | −12−2.3% | Reduced |
| Everett Harris & Co | 515 | $250.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 482 | $252.6K | 0.07% | +10+2.1% | Added |
| Private Trust Co NA | 521 | $252.9K | 0.03% | +308+144.6% | Added |
| Asset Dedication, LLC | 528 | $255.0K | 0.02% | −2−0.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 525 | $255.0K | 0.01% | +116+28.4% | Added |
| Ballast, Inc. | 526 | $255.4K | 0.10% | 00.0% | Unchanged |
| American National Bank | 526 | $255.4K | 0.05% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 536 | $260.2K | 0.02% | +27+5.3% | Added |
| ISAM Funds (UK) Ltd | 538 | $261.2K | 0.33% | +538 | New |
| Delta Financial Group, Inc. | 542 | $263.0K | 0.10% | +101+22.9% | Added |
| Financial Council Asset Management Inc | 543 | $263.6K | 0.21% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 544 | $264.0K | 0.07% | +14+2.6% | Added |
| Fort, L.P. | 549 | $266.5K | 0.69% | −42−7.1% | Reduced |
| Coastline Trust Co | 551 | $267.5K | 0.04% | −49−8.2% | Reduced |
| Equitable Holdings, Inc. | 551 | $267.5K | 0.00% | +551 | New |
| Copeland Capital Management, LLC | 554 | $269.0K | 0.01% | +177+46.9% | Added |
| Covenant Partners, LLC | 560 | $271.9K | 0.10% | −12−2.1% | Reduced |
| Fukoku Mutual Life Insurance Co | 560 | $271.9K | 0.02% | 00.0% | Unchanged |
| Wedbush Securities Inc | 563 | $273.0K | 0.01% | −12−2.1% | Reduced |
| Harrell Investment Partners, LLC | 563 | $273.3K | 0.10% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 565 | $274.3K | 0.17% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 566 | $274.8K | 0.16% | +53+10.3% | Added |
| Syntax Advisors, LLC | 566 | $274.8K | 0.21% | +53+10.3% | Added |
| Donaldson Capital Management, LLC | 570 | $276.7K | 0.01% | 00.0% | Unchanged |
| SFMG, LLC | 571 | $277.2K | 0.03% | +8+1.4% | Added |
| KCS Wealth Advisory | 571 | $277.2K | 0.10% | −20−3.4% | Reduced |
| Charles Schwab Investment Advisory, Inc. | 578 | $280.6K | 0.00% | −2−0.3% | Reduced |
| Gateway Investment Advisers LLC | 578 | $280.6K | 0.00% | −30−4.9% | Reduced |
| Petrus Trust Company, LTA | 579 | $281.1K | 0.03% | −408−41.3% | Reduced |
| Drive Wealth Management, LLC | 580 | $282.1K | 0.12% | +38+7.0% | Added |
| Whittier Trust Co of Nevada Inc | 583 | $283.0K | 0.01% | −21−3.5% | Reduced |
| BLB&B Advisors, LLC | 583 | $283.0K | 0.02% | +3+0.5% | Added |
| Ronald Blue Trust, Inc. | 562 | $287.0K | 0.00% | +200+55.2% | Added |
| DGS Capital Management, LLC | 596 | $289.3K | 0.16% | −28−4.5% | Reduced |
| Columbus Macro, LLC | 594 | $290.7K | 0.11% | −10−1.7% | Reduced |
| LBMC Investment Advisors, LLC | 600 | $291.3K | 0.03% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 600 | $291.3K | 0.07% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 600 | $291.3K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 555 | $293.9K | 0.02% | −18−3.1% | Reduced |
| Johnson Financial Group, Inc. | 607 | $294.7K | 0.02% | +172+39.5% | Added |
| Buckingham Strategic Wealth, LLC | 578 | $296.0K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 613 | $297.6K | 0.09% | −60−8.9% | Reduced |
| Morris Retirement Advisors, LLC | 615 | $298.6K | 0.22% | +615 | New |
| Geneos Wealth Management Inc. | 622 | $302.0K | 0.02% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 623 | $302.4K | 0.00% | +78+14.3% | Added |
| Baxter Bros Inc | 623 | $302.4K | 0.05% | 00.0% | Unchanged |
| Ellevest, Inc. | 623 | $302.4K | 0.02% | +11+1.8% | Added |
| Empowered Funds, LLC | 623 | $302.4K | 0.02% | +220+54.6% | Added |
| First Bank & Trust | 630 | $305.8K | 0.08% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 632 | $306.8K | 0.02% | +632 | New |
| C M Bidwell & Associates Ltd | 637 | $309.2K | 0.23% | +5+0.8% | Added |
| Hancock Whitney Corp | 639 | $310.0K | 0.01% | +47+7.9% | Added |
| Cresset Asset Management, LLC | 639 | $310.5K | 0.01% | +639 | New |
| Belpointe Asset Management LLC | 640 | $310.7K | 0.02% | +251+64.5% | Added |
| Harvest Fund Management Co., Ltd | 641 | $311.0K | 0.07% | −830−56.4% | Reduced |
| Avantax Advisory Services, Inc. | 642 | $311.8K | 0.00% | −62−8.8% | Reduced |
| Estabrook Capital Management | 658 | $319.4K | 0.06% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 661 | $321.2K | 0.02% | +236+55.5% | Added |
| Plimoth Trust Co LLC | 663 | $321.9K | 0.10% | −10−1.5% | Reduced |
| Chickasaw Capital Management LLC | 666 | $323.0K | 0.02% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 669 | $324.8K | 0.02% | −116−14.8% | Reduced |
| Financial Perspectives, Inc | 676 | $328.3K | 0.16% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 678 | $329.1K | 0.03% | −11−1.6% | Reduced |
| Wallace Advisory Group, LLC | 679 | $329.6K | 0.25% | +23+3.5% | Added |
| Summit Trail Advisors, LLC | 679 | $330.1K | 0.01% | +679 | New |
| Graypoint LLC | 680 | $330.2K | 0.04% | +148+27.8% | Added |
| Ashton Thomas Private Wealth, LLC | 681 | $330.6K | 0.03% | +47+7.4% | Added |
| AlphaStar Capital Management, LLC | 682 | $331.1K | 0.03% | −18−2.6% | Reduced |
| Echo Street Capital Management LLC | 698 | $338.9K | 0.00% | −1,004−59.0% | Reduced |
| Luken Investment Analytics, LLC | 700 | $339.8K | 0.20% | 00.0% | Unchanged |
| Symmetry Investments LP | 700 | $339.8K | 0.16% | +700 | New |
| Arete Wealth Advisors, LLC | 701 | $340.0K | 0.03% | −44−5.9% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 705 | $342.2K | 0.05% | +171+32.0% | Added |
| Quilter Plc | 345 | $342.6K | 0.02% | +345 | New |
| Hoylecohen, LLC | 709 | $344.2K | 0.03% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 676 | $344.9K | 0.00% | +676 | New |
| Penserra Capital Management LLC | 715 | $346.0K | 0.01% | +62+9.5% | Added |
| SRB Corp | 716 | $347.6K | 0.02% | −156−17.9% | Reduced |
| AIA Group Ltd | 717 | $348.1K | 0.02% | −2,839−79.8% | Reduced |
| IPG Investment Advisors LLC | 723 | $351.6K | 0.08% | +104+16.8% | Added |
| Loomis Sayles & Co L P | 726 | $352.0K | 0.00% | +377+108.0% | Added |