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, Q4 2023
Institutional positions in Humana Inc as of Dec 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
- 1,155
- +78 vs. Q3 2023
- Shares held
- 111.4M
- −2.40M (−2.1%) vs. Q3 2023
- Total value
- $51.0B
- −$4.49B (−8.1%) vs. Q3 2023
- New holders
- 171
- 407 more added
- Sold out
- 93
- 424 more reduced
13 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Humana Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Oxford Asset Management LLP | 439 | $201.0K | 0.30% | +439 | New |
| Nwam LLC | 439 | $201.0K | 0.02% | +439 | New |
| Schechter Investment Advisors, LLC | 444 | $203.3K | 0.02% | −87−16.4% | Reduced |
| Westbourne Investment Advisors, Inc. | 445 | $204.0K | 0.08% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 445 | $204.1K | 0.03% | +20+4.7% | Added |
| First National Trust Co | 446 | $204.2K | 0.01% | +21+4.9% | Added |
| LM Advisors LLC | 446 | $204.2K | 0.04% | +446 | New |
| Catalyst Financial Partners LLC | 447 | $204.6K | 0.06% | +17+4.0% | Added |
| Trilogy Capital Inc. | 449 | $205.4K | 0.01% | −144−24.3% | Reduced |
| Gratus Wealth Advisors, LLC | 450 | $206.0K | 0.04% | +450 | New |
| Darrow Company, Inc. | 453 | $207.4K | 0.16% | +453 | New |
| Kathmere Capital Management, LLC | 456 | $208.8K | 0.03% | +456 | New |
| Smartleaf Asset Management LLC | 463 | $209.1K | 0.06% | +463 | New |
| Whittier Trust Co of Nevada Inc | 460 | $210.6K | 0.01% | −118−20.4% | Reduced |
| FirstPurpose Wealth LLC | 462 | $211.5K | 0.08% | +35+8.2% | Added |
| Coastal Investment Advisors, Inc. | 463 | $212.0K | 0.05% | 00.0% | Unchanged |
| Claret Asset Management Corp | 462 | $212.0K | 0.04% | +4+0.9% | Added |
| Regent Peak Wealth Advisors LLC | 464 | $212.4K | 0.06% | +13+2.9% | Added |
| Copeland Capital Management, LLC | 466 | $213.3K | 0.00% | −169−26.6% | Reduced |
| Integrated Advisors Network LLC | 466 | $213.5K | 0.01% | −1,999−81.1% | Reduced |
| Waldron Private Wealth LLC | 467 | $213.8K | 0.01% | −51−9.8% | Reduced |
| E Fund Management Co., Ltd. | 467 | $213.8K | 0.01% | +467 | New |
| Endurant Capital Management LP | 469 | $214.7K | 1.23% | −6,115−92.9% | Reduced |
| Allstate Corp | 469 | $214.7K | 0.01% | −12−2.5% | Reduced |
| Asset Dedication, LLC | 472 | $215.0K | 0.02% | 00.0% | Unchanged |
| WESPAC Advisors, LLC | 470 | $215.2K | 0.15% | 00.0% | Unchanged |
| Brighton Jones LLC | 470 | $215.4K | 0.01% | +30+6.8% | Added |
| American State Bank (Iowa) | 472 | $216.1K | 0.14% | 00.0% | Unchanged |
| Capital City Trust Co | 474 | $217.0K | 0.06% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 474 | $217.0K | 0.03% | +474 | New |
| Norden Group LLC | 475 | $217.5K | 0.04% | −119−20.0% | Reduced |
| OneAscent Financial Services LLC | 477 | $218.0K | 0.03% | +34+7.7% | Added |
| Drive Wealth Management, LLC | 477 | $218.9K | 0.07% | −18−3.6% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 482 | $220.7K | 0.03% | −27−5.3% | Reduced |
| GSB Wealth Management, LLC | 483 | $221.1K | 0.07% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 486 | $222.5K | 0.08% | −266−35.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 490 | $225.0K | 0.00% | +63+14.8% | Added |
| Campbell & CO Investment Adviser LLC | 493 | $225.7K | 0.02% | −4,265−89.6% | Reduced |
| Blueshift Asset Management, LLC | 499 | $228.4K | 0.12% | +499 | New |
| Procyon Private Wealth Partners, LLC | 499 | $228.5K | 0.02% | −204−29.0% | Reduced |
| Campbell Newman Asset Management Inc | 500 | $228.9K | 0.02% | −500−50.0% | Reduced |
| Rodgers Brothers Inc. | 500 | $228.9K | 0.04% | −5−1.0% | Reduced |
| Segment Wealth Management, LLC | 508 | $232.6K | 0.02% | −370−42.1% | Reduced |
| Fort, L.P. | 508 | $232.6K | 0.58% | −16−3.1% | Reduced |
| American National Bank | 508 | $232.6K | 0.04% | 00.0% | Unchanged |
| Tilt Investment Management Holdings, PBC | 508 | $233.0K | 0.25% | −1,797−78.0% | Reduced |
| Everett Harris & Co | 509 | $233.0K | 0.00% | −6−1.2% | Reduced |
| Donaldson Capital Management, LLC | 512 | $234.4K | 0.01% | +15+3.0% | Added |
| Zions Bancorporation, N.A. | 514 | $235.3K | 0.02% | −13−2.5% | Reduced |
| Rathbone Brothers plc | 517 | $236.7K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 518 | $237.1K | 0.03% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 519 | $237.5K | 0.03% | +519 | New |
| Vantage Consulting Group Inc | 520 | $238.1K | 0.16% | −45−8.0% | Reduced |
| Crawford Investment Counsel Inc | 525 | $240.3K | 0.00% | +9+1.7% | Added |
| Evergreen Capital Management LLC | 526 | $241.3K | 0.01% | −2−0.4% | Reduced |
| Aptus Capital Advisors, LLC | 535 | $244.9K | 0.01% | −30−5.3% | Reduced |
| Significant Wealth Partners LLC | 541 | $247.7K | 0.18% | +541 | New |
| Fisher Asset Management, LLC | 542 | $248.6K | 0.00% | −1−0.2% | Reduced |
| Financial Council Asset Management Inc | 543 | $248.6K | 0.17% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 550 | $251.8K | 0.06% | −50−8.3% | Reduced |
| Claro Advisors LLC | 554 | $253.6K | 0.06% | +60+12.1% | Added |
| Credential Qtrade Securities Inc. | 554 | $253.6K | 0.02% | −23−4.0% | Reduced |
| Global Retirement Partners, LLC | 580 | $254.3K | 0.01% | +10+1.8% | Added |
| NBC Securities, Inc. | 559 | $255.0K | 0.03% | −40−6.7% | Reduced |
| Easterly Investment Partners LLC | 559 | $255.9K | 0.03% | +559 | New |
| Covenant Partners, LLC | 560 | $256.4K | 0.08% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 563 | $257.7K | 0.08% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 568 | $260.0K | 0.07% | 00.0% | Unchanged |
| SFMG, LLC | 569 | $260.5K | 0.02% | +1+0.2% | Added |
| Fukoku Mutual Life Insurance Co | 569 | $260.5K | 0.02% | +9+1.6% | Added |
| Charles Schwab Investment Advisory, Inc. | 579 | $265.1K | 0.00% | −78−11.9% | Reduced |
| BLB&B Advisors, LLC | 580 | $265.5K | 0.02% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 581 | $266.0K | 0.17% | +581 | New |
| PDS Planning, Inc | 586 | $268.3K | 0.03% | −23−3.8% | Reduced |
| IFP Advisors, Inc | 586 | $268.3K | 0.01% | −2,404−80.4% | Reduced |
| Visionary Wealth Advisors | 590 | $270.1K | 0.02% | +590 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 591 | $271.0K | 0.02% | −1−0.2% | Reduced |
| Tyche Wealth Partners LLC | 592 | $271.0K | 0.07% | +592 | New |
| LBMC Investment Advisors, LLC | 600 | $274.7K | 0.03% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 600 | $274.7K | 0.03% | 00.0% | Unchanged |
| Congress Park Capital LLC | 600 | $274.7K | 0.13% | +600 | New |
| Stratos Wealth Advisors, LLC | 600 | $274.9K | 0.02% | −215−26.4% | Reduced |
| Radnor Capital Management, LLC | 604 | $277.0K | 0.05% | +60+11.0% | Added |
| Watershed Asset Management, L.L.C. | 609 | $278.8K | 0.33% | +93+18.0% | Added |
| Essex Financial Services, Inc. | 618 | $283.1K | 0.03% | +103+20.0% | Added |
| Calamos Wealth Management LLC | 619 | $283.4K | 0.02% | −42−6.4% | Reduced |
| GFG Capital, LLC | 620 | $283.7K | 0.08% | +5+0.8% | Added |
| Total Wealth Planning, LLC | 622 | $284.8K | 0.05% | +109+21.2% | Added |
| West Family Investments, Inc. | 623 | $285.2K | 0.10% | +623 | New |
| Baxter Bros Inc | 625 | $286.1K | 0.04% | +2+0.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 630 | $288.4K | 0.05% | −9−1.4% | Reduced |
| Exencial Wealth Advisors, LLC | 630 | $288.5K | 0.01% | −604−48.9% | Reduced |
| First Bank & Trust | 632 | $289.3K | 0.07% | +5+0.8% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 633 | $289.7K | 0.00% | −12,462−95.2% | Reduced |
| Wallace Advisory Group, LLC | 596 | $290.0K | 0.23% | −63−9.6% | Reduced |
| AlphaStar Capital Management, LLC | 639 | $292.5K | 0.03% | −40−5.9% | Reduced |
| Independence Bank of Kentucky | 650 | $297.6K | 0.10% | +355+120.3% | Added |
| Sentry Investment Management LLC | 650 | $298.0K | 0.13% | −70−9.7% | Reduced |
| Estabrook Capital Management | 653 | $298.9K | 0.05% | 00.0% | Unchanged |
| Hancock Whitney Corp | 657 | $300.8K | 0.01% | −60−8.4% | Reduced |