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 |
|---|---|---|---|---|---|
| Petrus Trust Company, LTA | 579 | $281.1K | 0.03% | −408−41.3% | Reduced |
| Gateway Investment Advisers LLC | 578 | $280.6K | 0.00% | −30−4.9% | Reduced |
| Charles Schwab Investment Advisory, Inc. | 578 | $280.6K | 0.00% | −2−0.3% | Reduced |
| KCS Wealth Advisory | 571 | $277.2K | 0.10% | −20−3.4% | Reduced |
| SFMG, LLC | 571 | $277.2K | 0.03% | +8+1.4% | Added |
| Donaldson Capital Management, LLC | 570 | $276.7K | 0.01% | 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 |
| Wealth Management Associates, Inc. | 565 | $274.3K | 0.17% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 563 | $273.3K | 0.10% | 00.0% | Unchanged |
| Wedbush Securities Inc | 563 | $273.0K | 0.01% | −12−2.1% | Reduced |
| 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 |
| Copeland Capital Management, LLC | 554 | $269.0K | 0.01% | +177+46.9% | Added |
| Coastline Trust Co | 551 | $267.5K | 0.04% | −49−8.2% | Reduced |
| Equitable Holdings, Inc. | 551 | $267.5K | 0.00% | +551 | New |
| Fort, L.P. | 549 | $266.5K | 0.69% | −42−7.1% | Reduced |
| Radnor Capital Management, LLC | 544 | $264.0K | 0.07% | +14+2.6% | Added |
| Financial Council Asset Management Inc | 543 | $263.6K | 0.21% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 542 | $263.0K | 0.10% | +101+22.9% | Added |
| ISAM Funds (UK) Ltd | 538 | $261.2K | 0.33% | +538 | New |
| Zions Bancorporation, N.A. | 536 | $260.2K | 0.02% | +27+5.3% | Added |
| Ballast, Inc. | 526 | $255.4K | 0.10% | 00.0% | Unchanged |
| American National Bank | 526 | $255.4K | 0.05% | 00.0% | Unchanged |
| 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 |
| Private Trust Co NA | 521 | $252.9K | 0.03% | +308+144.6% | Added |
| JJJ Advisors Inc. | 482 | $252.6K | 0.07% | +10+2.1% | Added |
| Everett Harris & Co | 515 | $250.0K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 514 | $249.5K | 0.10% | −12−2.3% | Reduced |
| 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 |
| Crawford Investment Counsel Inc | 512 | $248.6K | 0.01% | 00.0% | Unchanged |
| First National Trust Co | 507 | $246.1K | 0.01% | +14+2.8% | Added |
| Cary Street Partner Investment Advisory LLC | 505 | $245.1K | 0.02% | −12−2.3% | Reduced |
| Deseret Mutual Benefit Administrators | 504 | $244.7K | 0.10% | −17−3.3% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 502 | $243.7K | 0.11% | 00.0% | Unchanged |
| 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 |
| Watershed Asset Management, L.L.C. | 497 | $241.3K | 0.29% | +497 | New |
| Independent Financial Group, LLC | 491 | $238.4K | 0.02% | −219−30.8% | Reduced |
| PDS Planning, Inc | 490 | $237.9K | 0.03% | +490 | New |
| Northern Financial Advisors Inc | 489 | $237.4K | 0.22% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 489 | $237.3K | 0.01% | +489 | New |
| Gitterman Wealth Management, LLC | 488 | $237.0K | 0.11% | +39+8.7% | Added |
| NinePointTwo Capital | 488 | $236.0K | 0.09% | +488 | New |
| Allstate Corp | 484 | $235.0K | 0.02% | −5,200−91.5% | Reduced |
| OneAscent Wealth Management LLC | 483 | $234.0K | 0.09% | +483 | New |
| GSB Wealth Management, LLC | 480 | $233.0K | 0.08% | −45−8.6% | Reduced |
| HBW Advisory Services LLC | 476 | $232.0K | 0.06% | −15−3.1% | Reduced |
| Pzena Investment Management LLC | 476 | $231.1K | 0.00% | +476 | New |
| Sabal Trust CO | 475 | $230.6K | 0.02% | 00.0% | Unchanged |
| First Pacific Advisors, LP | 475 | $230.6K | 0.00% | 00.0% | Unchanged |
| Capital City Trust Co | 474 | $230.1K | 0.07% | 00.0% | Unchanged |
| American State Bank (Iowa) | 472 | $229.1K | 0.17% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 430 | $228.1K | 0.07% | 00.0% | Unchanged |
| Allworth Financial LP | 467 | $226.7K | 0.00% | +69+17.3% | Added |
| First Foundation Advisors | 466 | $226.2K | 0.01% | +466 | New |
| Fisher Asset Management, LLC | 457 | $222.1K | 0.00% | −16−3.4% | Reduced |
| American Trust | 454 | $220.4K | 0.02% | −414−47.7% | Reduced |
| Wealthspire Advisors, LLC | 454 | $220.4K | 0.00% | −354−43.8% | Reduced |
| Smithfield Trust Co | 454 | $219.0K | 0.01% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 451 | $218.9K | 0.02% | +451 | New |
| Regent Peak Wealth Advisors LLC | 448 | $217.5K | 0.07% | −11−2.4% | Reduced |
| Retirement Planning Co of New England, Inc. | 447 | $216.8K | 0.13% | +3+0.7% | Added |
| Westbourne Investment Advisors, Inc. | 445 | $216.0K | 0.10% | 00.0% | Unchanged |
| Girard Partners Ltd. | 444 | $215.5K | 0.02% | +444 | New |
| Pinnacle Financial Partners Inc | 443 | $215.1K | 0.01% | −75−14.5% | Reduced |
| AXS Investments LLC | 441 | $214.1K | 0.07% | −47−9.6% | Reduced |
| Certified Advisory Corp | 441 | $213.9K | 0.04% | +1+0.2% | Added |
| Jackson Square Partners, LLC | 439 | $213.1K | 0.01% | +26+6.3% | Added |
| Foundations Investment Advisors, LLC | 439 | $213.1K | 0.01% | +439 | New |
| Fuller & Thaler Asset Management, Inc. | 435 | $211.2K | 0.00% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 435 | $211.0K | 0.02% | −15−3.3% | Reduced |
| Level Four Advisory Services, LLC | 431 | $209.3K | 0.01% | +431 | New |
| Ascent Group, LLC | 431 | $209.2K | 0.02% | +431 | New |
| Sierra Capital LLC | 431 | $209.0K | 0.03% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 428 | $207.7K | 0.02% | −88−17.1% | Reduced |
| Cubist Systematic Strategies, LLC | 422 | $204.9K | 0.00% | −61,628−99.3% | Reduced |
| Guardian Capital Advisors LP | 385 | $204.8K | 0.02% | +385 | New |
| JGP Global Gestao de Recursos Ltda. | 774 | $204.1K | 0.23% | −140−15.3% | Reduced |
| Curran Financial Partners, LLC | 417 | $202.4K | 0.10% | −7−1.7% | Reduced |
| International Assets Investment Management, LLC | 415 | $201.5K | 0.03% | −141−25.4% | Reduced |
| Waddell & Associates, LLC | 412 | $200.0K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 401 | $194.7K | 0.05% | +55+15.9% | Added |
| Alta Advisers Ltd | 400 | $194.2K | 0.12% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 392 | $190.3K | 0.01% | −71−15.3% | Reduced |
| Blue Bell Private Wealth Management, LLC | 360 | $174.8K | 0.05% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 350 | $170.9K | 0.17% | +350 | New |
| First Horizon Advisors, Inc. | 349 | $169.9K | 0.01% | +10+2.9% | Added |
| Prestige Wealth Management Group LLC | 347 | $168.8K | 0.04% | +39+12.7% | Added |
| Acropolis Investment Management, LLC | 346 | $168.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 331 | $161.0K | 0.01% | +45+15.7% | Added |
| Hollencrest Capital Management | 331 | $160.7K | 0.02% | +324+4,628.6% | Added |
| First Financial Corp | 330 | $160.2K | 0.10% | 00.0% | Unchanged |
| Trust Co of Vermont | 317 | $153.9K | 0.01% | 00.0% | Unchanged |
| Gleason Group, Inc. | 302 | $146.6K | 0.04% | +1+0.3% | Added |
| Cary Street Partners Asset Management LLC | 300 | $145.6K | 0.03% | 00.0% | Unchanged |