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, Q2 2023
Institutional positions in Humana Inc as of Jun 30, 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
- 1,073
- +28 vs. Q1 2023
- Shares held
- 115.8M
- −3.01M (−2.5%) vs. Q1 2023
- Total value
- $51.8B
- −$5.18B (−9.1%) vs. Q1 2023
- New holders
- 132
- 386 more added
- Sold out
- 104
- 387 more reduced
3 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Humana Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Perigon Wealth Management, LLC | 685 | $306.3K | 0.01% | +16+2.4% | Added |
| Campbell & CO Investment Adviser LLC | 685 | $306.3K | 0.05% | +685 | New |
| AlphaStar Capital Management, LLC | 682 | $304.9K | 0.03% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 665 | $304.0K | 0.02% | +33+5.2% | Added |
| Mirova | 679 | $303.6K | 0.05% | −739−52.1% | Reduced |
| Calamos Wealth Management LLC | 679 | $303.6K | 0.02% | +1+0.1% | Added |
| Waldron Private Wealth LLC | 676 | $302.9K | 0.02% | −208−23.5% | Reduced |
| Financial Perspectives, Inc | 676 | $302.4K | 0.13% | 00.0% | Unchanged |
| Chickasaw Capital Management LLC | 666 | $298.0K | 0.02% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 665 | $297.0K | 0.03% | +665 | New |
| Capital Group Private Client Services, Inc. | 663 | $296.4K | 0.00% | −87,841−99.3% | Reduced |
| Blueshift Asset Management, LLC | 661 | $295.6K | 0.11% | +661 | New |
| Plimoth Trust Co LLC | 659 | $294.7K | 0.09% | −4−0.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 659 | $294.7K | 0.05% | −92−12.3% | Reduced |
| Estabrook Capital Management | 656 | $293.3K | 0.05% | −2−0.3% | Reduced |
| Ascent Group, LLC | 589 | $290.5K | 0.03% | +158+36.7% | Added |
| First Foundation Advisors | 649 | $290.2K | 0.01% | +183+39.3% | Added |
| Johnson Financial Group, Inc. | 644 | $288.0K | 0.02% | +37+6.1% | Added |
| First Bank & Trust | 636 | $284.4K | 0.07% | +6+1.0% | Added |
| Wealth Management Associates, Inc. | 635 | $283.9K | 0.16% | +70+12.4% | Added |
| Simplify Asset Management Inc. | 626 | $279.9K | 0.05% | −629−50.1% | Reduced |
| Baxter Bros Inc | 623 | $278.6K | 0.04% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 622 | $278.1K | 0.01% | 00.0% | Unchanged |
| GFG Capital, LLC | 611 | $273.2K | 0.05% | +611 | New |
| Proequities, Inc. | 606 | $271.5K | 0.02% | +275+83.1% | Added |
| Exencial Wealth Advisors, LLC | 606 | $271.1K | 0.01% | −379−38.5% | Reduced |
| LBMC Investment Advisors, LLC | 600 | $268.3K | 0.03% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 600 | $268.3K | 0.06% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 600 | $268.3K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 598 | $267.4K | 0.03% | −107−15.2% | Reduced |
| Kapitalo Investimentos Ltda | 598 | $267.4K | 0.05% | +598 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 592 | $264.7K | 0.02% | −69−10.4% | Reduced |
| HBW Advisory Services LLC | 563 | $262.0K | 0.06% | +87+18.3% | Added |
| PDS Planning, Inc | 585 | $261.6K | 0.03% | +95+19.4% | Added |
| Whittier Trust Co of Nevada Inc | 583 | $260.7K | 0.01% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 582 | $260.3K | 0.15% | +135+30.2% | Added |
| BLB&B Advisors, LLC | 580 | $259.3K | 0.02% | −3−0.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 580 | $259.0K | 0.01% | +55+10.5% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 578 | $258.4K | 0.01% | −184−24.1% | Reduced |
| Charles Schwab Investment Advisory, Inc. | 578 | $258.4K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 574 | $256.7K | 0.09% | +574 | New |
| DGS Capital Management, LLC | 572 | $255.8K | 0.13% | −24−4.0% | Reduced |
| KCS Wealth Advisory | 571 | $255.3K | 0.09% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 570 | $254.9K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 568 | $254.0K | 0.08% | −45−7.3% | Reduced |
| Morris Retirement Advisors, LLC | 567 | $253.5K | 0.17% | −48−7.8% | Reduced |
| SFMG, LLC | 567 | $253.5K | 0.03% | −4−0.7% | Reduced |
| Private Trust Co NA | 566 | $253.1K | 0.03% | +45+8.6% | Added |
| EverSource Wealth Advisors, LLC | 564 | $252.3K | 0.03% | −384−40.5% | Reduced |
| Credential Qtrade Securities Inc. | 563 | $251.7K | 0.02% | −306−35.2% | Reduced |
| Harrell Investment Partners, LLC | 563 | $251.7K | 0.09% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 561 | $250.9K | 0.00% | −17−2.9% | Reduced |
| Fukoku Mutual Life Insurance Co | 560 | $250.4K | 0.02% | 00.0% | Unchanged |
| Covenant Partners, LLC | 560 | $250.4K | 0.09% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 555 | $248.2K | 0.00% | +120+27.6% | Added |
| Global Retirement Partners, LLC | 553 | $247.1K | 0.01% | −2−0.4% | Reduced |
| HMS Capital Management, LLC | 552 | $246.6K | 0.15% | −2,183−79.8% | Reduced |
| Coastline Trust Co | 551 | $246.4K | 0.03% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 545 | $243.7K | 0.03% | +545 | New |
| Financial Council Asset Management Inc | 543 | $242.8K | 0.19% | 00.0% | Unchanged |
| Change Path, LLC | 542 | $242.0K | 0.01% | +542 | New |
| Atlas Capital Advisors LLC | 540 | $241.4K | 0.04% | −616−53.3% | Reduced |
| Watershed Asset Management, L.L.C. | 535 | $239.2K | 0.30% | +38+7.6% | Added |
| Zions Bancorporation, N.A. | 530 | $237.0K | 0.02% | −6−1.1% | Reduced |
| Copeland Capital Management, LLC | 528 | $236.1K | 0.00% | −26−4.7% | Reduced |
| Fort, L.P. | 526 | $235.2K | 0.62% | −23−4.2% | Reduced |
| American National Bank | 526 | $235.2K | 0.04% | 00.0% | Unchanged |
| Ballast, Inc. | 526 | $235.2K | 0.09% | 00.0% | Unchanged |
| Cetera Advisors LLC | 521 | $233.1K | 0.00% | −228−30.4% | Reduced |
| Evergreen Capital Management LLC | 516 | $231.6K | 0.01% | −803−60.9% | Reduced |
| Level Four Advisory Services, LLC | 515 | $230.3K | 0.01% | +84+19.5% | Added |
| Empower Advisory Group, LLC | 515 | $230.3K | 0.00% | −161−23.8% | Reduced |
| Everett Harris & Co | 515 | $230.3K | 0.00% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 514 | $229.8K | 0.13% | −52−9.2% | Reduced |
| Syntax Advisors, LLC | 514 | $229.8K | 0.19% | −52−9.2% | Reduced |
| Total Wealth Planning, LLC | 513 | $229.4K | 0.05% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 512 | $228.9K | 0.00% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 505 | $225.8K | 0.04% | +505 | New |
| Oliver Lagore Vanvalin Investment Group | 502 | $224.5K | 0.08% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 502 | $224.4K | 0.01% | −3−0.6% | Reduced |
| Advisory Research Inc | 501 | $224.0K | 0.03% | +501 | New |
| Fifth Third Wealth Advisors LLC | 501 | $224.0K | 0.14% | +501 | New |
| XML Financial, LLC | 500 | $223.6K | 0.03% | 00.0% | Unchanged |
| Gyroscope Capital Management Group, LLC | 500 | $223.6K | 0.05% | +500 | New |
| Deseret Mutual Benefit Administrators | 498 | $222.7K | 0.09% | −6−1.2% | Reduced |
| Valeo Financial Advisors, LLC | 496 | $221.8K | 0.01% | −521−51.2% | Reduced |
| Brighton Jones LLC | 493 | $220.6K | 0.01% | +493 | New |
| JT Stratford LLC | 489 | $218.6K | 0.06% | +489 | New |
| Interchange Capital Partners, LLC | 483 | $218.0K | 0.17% | +483 | New |
| Jackson Square Partners, LLC | 486 | $217.3K | 0.01% | +47+10.7% | Added |
| CM Wealth Advisors LLC | 476 | $215.8K | 0.07% | −2,081−81.4% | Reduced |
| Schechter Investment Advisors, LLC | 481 | $215.1K | 0.02% | −611−56.0% | Reduced |
| Allstate Corp | 481 | $215.1K | 0.01% | −3−0.6% | Reduced |
| GSB Wealth Management, LLC | 480 | $214.6K | 0.07% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 477 | $213.4K | 0.00% | +20+4.4% | Added |
| Sabal Trust CO | 475 | $212.4K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 430 | $212.1K | 0.07% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 474 | $212.0K | 0.01% | +474 | New |
| Capital City Trust Co | 474 | $211.9K | 0.07% | 00.0% | Unchanged |
| American State Bank (Iowa) | 472 | $211.0K | 0.15% | 00.0% | Unchanged |