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, Q3 2023
Institutional positions in Humana Inc as of Sep 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
- 1,090
- +27 vs. Q2 2023
- Shares held
- 113.8M
- −1.65M (−1.4%) vs. Q2 2023
- Total value
- $55.5B
- +$3.86B (+7.5%) vs. Q2 2023
- New holders
- 129
- 396 more added
- Sold out
- 102
- 399 more reduced
10 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Humana Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| WESPAC Advisors, LLC | 470 | $228.7K | 0.17% | +470 | New |
| Asset Dedication, LLC | 472 | $229.0K | 0.02% | 00.0% | Unchanged |
| American State Bank (Iowa) | 472 | $229.6K | 0.16% | 00.0% | Unchanged |
| Capital City Trust Co | 474 | $230.6K | 0.08% | 00.0% | Unchanged |
| Sabal Trust CO | 475 | $231.1K | 0.02% | 00.0% | Unchanged |
| Allstate Corp | 481 | $234.0K | 0.01% | 00.0% | Unchanged |
| Westfield Capital Management Co LP | 482 | $234.5K | 0.00% | +482 | New |
| GSB Wealth Management, LLC | 483 | $235.0K | 0.08% | +3+0.6% | Added |
| Venture Visionary Partners LLC | 491 | $239.3K | 0.01% | +491 | New |
| Claro Advisors LLC | 494 | $240.4K | 0.06% | +28+6.0% | Added |
| Drive Wealth Management, LLC | 495 | $241.5K | 0.09% | +495 | New |
| Donaldson Capital Management, LLC | 497 | $241.8K | 0.01% | −73−12.8% | Reduced |
| XML Financial, LLC | 500 | $243.3K | 0.03% | 00.0% | Unchanged |
| CSS LLC | 500 | $243.3K | 0.02% | +500 | New |
| Cetera Advisors LLC | 501 | $243.9K | 0.00% | −20−3.8% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 502 | $244.2K | 0.10% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 505 | $245.7K | 0.04% | 00.0% | Unchanged |
| American National Bank | 508 | $247.2K | 0.04% | −18−3.4% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 509 | $247.6K | 0.03% | −89−14.9% | Reduced |
| Total Wealth Planning, LLC | 513 | $249.6K | 0.05% | 00.0% | Unchanged |
| Everett Harris & Co | 515 | $250.6K | 0.00% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 515 | $250.6K | 0.03% | −218−29.7% | Reduced |
| Watershed Asset Management, L.L.C. | 516 | $251.0K | 0.30% | −19−3.6% | Reduced |
| Crawford Investment Counsel Inc | 516 | $251.0K | 0.01% | +4+0.8% | Added |
| State of Wyoming | 517 | $251.5K | 0.05% | −184−26.2% | Reduced |
| Rathbone Brothers plc | 517 | $251.5K | 0.00% | +517 | New |
| Waldron Private Wealth LLC | 518 | $252.0K | 0.01% | −158−23.4% | Reduced |
| Private Trust Co NA | 518 | $252.0K | 0.03% | −48−8.5% | Reduced |
| Fort, L.P. | 524 | $254.9K | 0.71% | −2−0.4% | Reduced |
| Proequities, Inc. | 526 | $256.4K | 0.02% | −80−13.2% | Reduced |
| Zions Bancorporation, N.A. | 527 | $256.4K | 0.02% | −3−0.6% | Reduced |
| Evergreen Capital Management LLC | 528 | $257.4K | 0.01% | +12+2.3% | Added |
| Schechter Investment Advisors, LLC | 531 | $258.3K | 0.03% | +50+10.4% | Added |
| Financial Council Asset Management Inc | 543 | $264.2K | 0.21% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 543 | $264.6K | 0.00% | +66+13.8% | Added |
| Radnor Capital Management, LLC | 544 | $265.0K | 0.05% | +544 | New |
| Oak Thistle LLC | 546 | $265.6K | 0.08% | −1,751−76.2% | Reduced |
| Gateway Investment Advisers LLC | 546 | $265.7K | 0.00% | −15−2.7% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 555 | $270.0K | 0.00% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 560 | $272.5K | 0.02% | 00.0% | Unchanged |
| Covenant Partners, LLC | 560 | $272.5K | 0.10% | 00.0% | Unchanged |
| Sciencast Management LP | 562 | $273.4K | 0.12% | +562 | New |
| Edgestream Partners, L.P. | 564 | $274.4K | 0.02% | −337−37.4% | Reduced |
| Vantage Consulting Group Inc | 565 | $274.9K | 0.18% | +51+9.9% | Added |
| Syntax Advisors, LLC | 565 | $274.9K | 0.24% | +51+9.9% | Added |
| Aptus Capital Advisors, LLC | 565 | $274.9K | 0.01% | +565 | New |
| SFMG, LLC | 568 | $276.3K | 0.03% | +1+0.2% | Added |
| First Foundation Advisors | 568 | $276.3K | 0.01% | −81−12.5% | Reduced |
| Compass Wealth Management LLC | 568 | $276.3K | 0.09% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 563 | $276.8K | 0.09% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 570 | $277.0K | 0.01% | +17+3.1% | Added |
| KCS Wealth Advisory | 571 | $277.8K | 0.12% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 577 | $280.7K | 0.02% | +14+2.5% | Added |
| Whittier Trust Co of Nevada Inc | 578 | $281.2K | 0.01% | −5−0.9% | Reduced |
| BLB&B Advisors, LLC | 580 | $282.2K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 592 | $288.3K | 0.02% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 593 | $288.3K | 0.02% | −72−10.8% | Reduced |
| Lloyd Advisory Services, LLC. | 594 | $289.0K | 0.10% | +594 | New |
| Norden Group LLC | 594 | $289.0K | 0.10% | +594 | New |
| NBC Securities, Inc. | 599 | $291.0K | 0.03% | +599 | New |
| Schnieders Capital Management LLC | 600 | $291.9K | 0.07% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 600 | $291.9K | 0.04% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 600 | $293.1K | 0.03% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 659 | $294.7K | 0.21% | −20−2.9% | Reduced |
| PDS Planning, Inc | 609 | $296.3K | 0.04% | +24+4.1% | Added |
| GFG Capital, LLC | 615 | $299.1K | 0.10% | +4+0.7% | Added |
| Gitterman Wealth Management, LLC | 616 | $299.7K | 0.14% | +616 | New |
| Geneos Wealth Management Inc. | 622 | $302.6K | 0.02% | 00.0% | Unchanged |
| Baxter Bros Inc | 623 | $303.1K | 0.05% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 625 | $304.1K | 0.09% | +625 | New |
| First Bank & Trust | 627 | $305.0K | 0.08% | −9−1.4% | Reduced |
| DGS Capital Management, LLC | 631 | $307.0K | 0.15% | +59+10.3% | Added |
| Copeland Capital Management, LLC | 635 | $308.9K | 0.01% | +107+20.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 639 | $310.9K | 0.05% | −20−3.0% | Reduced |
| SkyOak Wealth, LLC | 647 | $314.8K | 0.09% | +647 | New |
| IHT Wealth Management, LLC | 648 | $315.3K | 0.02% | +174+36.7% | Added |
| Altshuler Shaham Ltd | 651 | $316.7K | 0.01% | +651 | New |
| Estabrook Capital Management | 653 | $317.7K | 0.06% | −3−0.5% | Reduced |
| Headlands Technologies LLC | 656 | $319.2K | 0.16% | +432+192.9% | Added |
| Algert Global LLC | 657 | $319.6K | 0.02% | −1,810−73.4% | Reduced |
| Charles Schwab Investment Advisory, Inc. | 657 | $319.6K | 0.00% | +79+13.7% | Added |
| Calamos Wealth Management LLC | 661 | $321.6K | 0.02% | −18−2.7% | Reduced |
| Perigon Wealth Management, LLC | 662 | $322.1K | 0.01% | −23−3.4% | Reduced |
| Chickasaw Capital Management LLC | 666 | $324.0K | 0.02% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 669 | $325.5K | 0.28% | −65−8.9% | Reduced |
| Bridgefront Capital, LLC | 670 | $326.0K | 0.23% | −1,472−68.7% | Reduced |
| Financial Perspectives, Inc | 676 | $329.0K | 0.15% | 00.0% | Unchanged |
| Graypoint LLC | 677 | $329.5K | 0.03% | −19−2.7% | Reduced |
| AlphaStar Capital Management, LLC | 679 | $330.3K | 0.04% | −3−0.4% | Reduced |
| Stokes Family Office, LLC | 683 | $332.3K | 0.04% | +683 | New |
| Morris Retirement Advisors, LLC | 692 | $336.7K | 0.24% | +125+22.0% | Added |
| AIA Group Ltd | 698 | $339.6K | 0.02% | +698 | New |
| Johnson Financial Group, Inc. | 698 | $340.1K | 0.02% | +54+8.4% | Added |
| Luken Investment Analytics, LLC | 700 | $340.6K | 0.20% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 703 | $342.0K | 0.04% | +158+29.0% | Added |
| Quilter Plc | 345 | $344.2K | 0.02% | 00.0% | Unchanged |
| Hoylecohen, LLC | 709 | $344.9K | 0.03% | 00.0% | Unchanged |
| Hancock Whitney Corp | 717 | $348.8K | 0.01% | +15+2.1% | Added |
| Pinnacle Associates Ltd | 719 | $349.9K | 0.01% | −94−11.6% | Reduced |
| Sentry Investment Management LLC | 720 | $350.0K | 0.17% | −115−13.8% | Reduced |