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 |
|---|---|---|---|---|---|
| Stokes Family Office, LLC | 683 | $332.3K | 0.04% | +683 | New |
| AlphaStar Capital Management, LLC | 679 | $330.3K | 0.04% | −3−0.4% | Reduced |
| Graypoint LLC | 677 | $329.5K | 0.03% | −19−2.7% | Reduced |
| Financial Perspectives, Inc | 676 | $329.0K | 0.15% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 670 | $326.0K | 0.23% | −1,472−68.7% | Reduced |
| Beacon Financial Strategies CORP | 669 | $325.5K | 0.28% | −65−8.9% | Reduced |
| Chickasaw Capital Management LLC | 666 | $324.0K | 0.02% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 662 | $322.1K | 0.01% | −23−3.4% | Reduced |
| Calamos Wealth Management LLC | 661 | $321.6K | 0.02% | −18−2.7% | Reduced |
| 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 |
| Headlands Technologies LLC | 656 | $319.2K | 0.16% | +432+192.9% | Added |
| Estabrook Capital Management | 653 | $317.7K | 0.06% | −3−0.5% | Reduced |
| Altshuler Shaham Ltd | 651 | $316.7K | 0.01% | +651 | New |
| IHT Wealth Management, LLC | 648 | $315.3K | 0.02% | +174+36.7% | Added |
| SkyOak Wealth, LLC | 647 | $314.8K | 0.09% | +647 | New |
| Pinnacle Wealth Planning Services, Inc. | 639 | $310.9K | 0.05% | −20−3.0% | Reduced |
| Copeland Capital Management, LLC | 635 | $308.9K | 0.01% | +107+20.3% | Added |
| DGS Capital Management, LLC | 631 | $307.0K | 0.15% | +59+10.3% | Added |
| First Bank & Trust | 627 | $305.0K | 0.08% | −9−1.4% | Reduced |
| Brevan Howard Capital Management LP | 625 | $304.1K | 0.09% | +625 | New |
| Baxter Bros Inc | 623 | $303.1K | 0.05% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 622 | $302.6K | 0.02% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 616 | $299.7K | 0.14% | +616 | New |
| GFG Capital, LLC | 615 | $299.1K | 0.10% | +4+0.7% | Added |
| PDS Planning, Inc | 609 | $296.3K | 0.04% | +24+4.1% | Added |
| Wallace Advisory Group, LLC | 659 | $294.7K | 0.21% | −20−2.9% | Reduced |
| LBMC Investment Advisors, LLC | 600 | $293.1K | 0.03% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 600 | $291.9K | 0.07% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 600 | $291.9K | 0.04% | 00.0% | Unchanged |
| NBC Securities, Inc. | 599 | $291.0K | 0.03% | +599 | New |
| Lloyd Advisory Services, LLC. | 594 | $289.0K | 0.10% | +594 | New |
| Norden Group LLC | 594 | $289.0K | 0.10% | +594 | New |
| Trilogy Capital Inc. | 593 | $288.3K | 0.02% | −72−10.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 592 | $288.3K | 0.02% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 580 | $282.2K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 578 | $281.2K | 0.01% | −5−0.9% | Reduced |
| Credential Qtrade Securities Inc. | 577 | $280.7K | 0.02% | +14+2.5% | Added |
| KCS Wealth Advisory | 571 | $277.8K | 0.12% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 570 | $277.0K | 0.01% | +17+3.1% | Added |
| Harrell Investment Partners, LLC | 563 | $276.8K | 0.09% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 568 | $276.3K | 0.09% | 00.0% | Unchanged |
| First Foundation Advisors | 568 | $276.3K | 0.01% | −81−12.5% | Reduced |
| SFMG, LLC | 568 | $276.3K | 0.03% | +1+0.2% | Added |
| 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 |
| Edgestream Partners, L.P. | 564 | $274.4K | 0.02% | −337−37.4% | Reduced |
| Sciencast Management LP | 562 | $273.4K | 0.12% | +562 | New |
| Covenant Partners, LLC | 560 | $272.5K | 0.10% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 560 | $272.5K | 0.02% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 555 | $270.0K | 0.00% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 546 | $265.7K | 0.00% | −15−2.7% | Reduced |
| Oak Thistle LLC | 546 | $265.6K | 0.08% | −1,751−76.2% | Reduced |
| Radnor Capital Management, LLC | 544 | $265.0K | 0.05% | +544 | New |
| Fisher Asset Management, LLC | 543 | $264.6K | 0.00% | +66+13.8% | Added |
| Financial Council Asset Management Inc | 543 | $264.2K | 0.21% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 531 | $258.3K | 0.03% | +50+10.4% | Added |
| Evergreen Capital Management LLC | 528 | $257.4K | 0.01% | +12+2.3% | Added |
| Zions Bancorporation, N.A. | 527 | $256.4K | 0.02% | −3−0.6% | Reduced |
| Proequities, Inc. | 526 | $256.4K | 0.02% | −80−13.2% | Reduced |
| Fort, L.P. | 524 | $254.9K | 0.71% | −2−0.4% | Reduced |
| 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 |
| State of Wyoming | 517 | $251.5K | 0.05% | −184−26.2% | Reduced |
| Rathbone Brothers plc | 517 | $251.5K | 0.00% | +517 | New |
| 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 |
| Essex Financial Services, Inc. | 515 | $250.6K | 0.03% | −218−29.7% | Reduced |
| Everett Harris & Co | 515 | $250.6K | 0.00% | 00.0% | Unchanged |
| Total Wealth Planning, LLC | 513 | $249.6K | 0.05% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 509 | $247.6K | 0.03% | −89−14.9% | Reduced |
| American National Bank | 508 | $247.2K | 0.04% | −18−3.4% | Reduced |
| Rodgers Brothers Inc. | 505 | $245.7K | 0.04% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 502 | $244.2K | 0.10% | 00.0% | Unchanged |
| Cetera Advisors LLC | 501 | $243.9K | 0.00% | −20−3.8% | Reduced |
| XML Financial, LLC | 500 | $243.3K | 0.03% | 00.0% | Unchanged |
| CSS LLC | 500 | $243.3K | 0.02% | +500 | New |
| Donaldson Capital Management, LLC | 497 | $241.8K | 0.01% | −73−12.8% | Reduced |
| Drive Wealth Management, LLC | 495 | $241.5K | 0.09% | +495 | New |
| Claro Advisors LLC | 494 | $240.4K | 0.06% | +28+6.0% | Added |
| Venture Visionary Partners LLC | 491 | $239.3K | 0.01% | +491 | New |
| GSB Wealth Management, LLC | 483 | $235.0K | 0.08% | +3+0.6% | Added |
| Westfield Capital Management Co LP | 482 | $234.5K | 0.00% | +482 | New |
| Allstate Corp | 481 | $234.0K | 0.01% | 00.0% | Unchanged |
| Sabal Trust CO | 475 | $231.1K | 0.02% | 00.0% | Unchanged |
| Capital City Trust Co | 474 | $230.6K | 0.08% | 00.0% | Unchanged |
| American State Bank (Iowa) | 472 | $229.6K | 0.16% | 00.0% | Unchanged |
| Asset Dedication, LLC | 472 | $229.0K | 0.02% | 00.0% | Unchanged |
| WESPAC Advisors, LLC | 470 | $228.7K | 0.17% | +470 | New |
| Hilltop Holdings Inc. | 466 | $226.7K | 0.03% | −228−32.9% | Reduced |
| Claret Asset Management Corp | 458 | $223.0K | 0.04% | +458 | New |
| Regent Peak Wealth Advisors LLC | 451 | $219.4K | 0.07% | +451 | New |
| Westbourne Investment Advisors, Inc. | 445 | $217.0K | 0.10% | +445 | New |
| OneAscent Financial Services LLC | 443 | $216.0K | 0.06% | +443 | New |
| Deseret Mutual Benefit Administrators | 442 | $215.0K | 0.11% | −56−11.2% | Reduced |
| Leonteq Securities AG | 441 | $214.6K | 0.02% | −683−60.8% | Reduced |
| Brighton Jones LLC | 440 | $214.2K | 0.01% | −53−10.8% | Reduced |
| Aaron Wealth Advisors | 438 | $213.1K | 0.03% | +438 | New |
| Ellevest, Inc. | 437 | $212.6K | 0.02% | +437 | New |