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 |
|---|---|---|---|---|---|
| Pinnacle Associates Ltd | 658 | $301.3K | 0.01% | −61−8.5% | Reduced |
| Perigon Wealth Management, LLC | 662 | $303.1K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 661 | $303.2K | 0.02% | −37−5.3% | Reduced |
| Premier Path Wealth Partners, LLC | 664 | $304.0K | 0.07% | +664 | New |
| Chickasaw Capital Management LLC | 666 | $305.0K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 676 | $309.6K | 0.13% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 680 | $311.3K | 0.00% | +125+22.5% | Added |
| DGS Capital Management, LLC | 681 | $311.8K | 0.12% | +50+7.9% | Added |
| Skopos Labs, Inc. | 681 | $311.8K | 0.15% | +681 | New |
| Alps Advisors Inc | 690 | $315.9K | 0.00% | −30−4.2% | Reduced |
| Retirement Planning Co of New England, Inc. | 695 | $318.3K | 0.14% | +261+60.1% | Added |
| Luken Investment Analytics, LLC | 700 | $320.5K | 0.17% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 701 | $321.0K | 0.05% | −283−28.8% | Reduced |
| KPP Advisory Services LLC | 701 | $321.1K | 0.28% | −178−20.3% | Reduced |
| MAI Capital Management | 709 | $324.6K | 0.00% | −34−4.6% | Reduced |
| Hoylecohen, LLC | 709 | $324.6K | 0.03% | 00.0% | Unchanged |
| AlphaQ Advisors LLC | 713 | $326.4K | 0.23% | +713 | New |
| MQS Management LLC | 719 | $329.2K | 0.18% | +719 | New |
| Arete Wealth Advisors, LLC | 727 | $332.6K | 0.03% | −147−16.8% | Reduced |
| Virtus Investment Advisers, Inc. | 728 | $333.3K | 0.25% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 730 | $334.2K | 0.10% | −60−7.6% | Reduced |
| Laidlaw Wealth Management LLC | 731 | $334.7K | 0.12% | −38−4.9% | Reduced |
| Beacon Financial Strategies CORP | 731 | $334.7K | 0.26% | +62+9.3% | Added |
| Brown Brothers Harriman & Co | 732 | $335.1K | 0.00% | 00.0% | Unchanged |
| Beck Bode, LLC | 735 | $336.6K | 0.08% | −25,409−97.2% | Reduced |
| Umb Bank N A | 737 | $337.4K | 0.00% | −68−8.4% | Reduced |
| Bristlecone Advisors, LLC | 738 | $337.9K | 0.03% | −5−0.7% | Reduced |
| Eqis Capital Management, Inc. | 744 | $340.6K | 0.03% | +4+0.5% | Added |
| Wealth Management Associates, Inc. | 745 | $341.1K | 0.18% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 747 | $342.1K | 0.01% | +15+2.0% | Added |
| Buckingham Strategic Wealth, LLC | 748 | $342.3K | 0.00% | +22+3.0% | Added |
| Robertson Stephens Wealth Management, LLC | 753 | $345.4K | 0.02% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 999 | $347.0K | 0.02% | +999 | New |
| West Paces Advisors Inc. | 759 | $347.5K | 0.10% | +3+0.4% | Added |
| Manchester Capital Management LLC | 764 | $349.8K | 0.05% | +14+1.9% | Added |
| 9258 Wealth Management, LLC | 770 | $352.5K | 0.06% | −76−9.0% | Reduced |
| Welch & Forbes LLC | 775 | $354.8K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 779 | $356.6K | 0.01% | −29−3.6% | Reduced |
| CCM Investment Advisers LLC | 781 | $357.5K | 0.04% | −15−1.9% | Reduced |
| Abacus Planning Group, Inc. | 781 | $357.6K | 0.08% | +781 | New |
| Strategic Wealth Partners, Ltd. | 787 | $360.3K | 0.04% | −150−16.0% | Reduced |
| Zacks Investment Management | 789 | $361.2K | 0.00% | −40−4.8% | Reduced |
| Graypoint LLC | 793 | $363.1K | 0.03% | +116+17.1% | Added |
| Walker Financial Services, Inc. | 795 | $364.2K | 0.38% | +30+3.9% | Added |
| Humankind Investments LLC | 799 | $365.8K | 0.11% | −22−2.7% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 800 | $366.2K | 0.12% | 00.0% | Unchanged |
| Grey Street Capital, LLC | 801 | $367.5K | 0.17% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 805 | $368.5K | 0.03% | −12−1.5% | Reduced |
| Proficio Capital Partners LLC | 809 | $370.5K | 0.05% | +24+3.1% | Added |
| Community Bank & Trust, Waco, Texas | 811 | $371.0K | 0.10% | −30−3.6% | Reduced |
| Avitas Wealth Management LLC | 826 | $378.2K | 0.06% | −4−0.5% | Reduced |
| First Western Trust Bank | 828 | $379.1K | 0.02% | +828 | New |
| Ifrah Financial Services, Inc. | 830 | $380.0K | 0.11% | −91−9.9% | Reduced |
| JGP Global Gestao de Recursos Ltda. | 831 | $380.4K | 0.37% | −2−0.2% | Reduced |
| HTLF Bank | 833 | $381.4K | 0.04% | +833 | New |
| McMahon Financial Advisors, LLC | 840 | $384.6K | 0.11% | −45−5.1% | Reduced |
| Austin Asset Management Co Inc | 844 | $386.4K | 0.10% | −56−6.2% | Reduced |
| Desjardins Global Asset Management Inc. | 845 | $386.7K | 0.04% | −78−8.5% | Reduced |
| Ancora Advisors, LLC | 860 | $393.7K | 0.01% | +70+8.9% | Added |
| Pavion Blue Capital, LLC | 864 | $395.5K | 0.22% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 874 | $400.1K | 0.04% | +98+12.6% | Added |
| Shikiar Asset Management Inc | 875 | $401.0K | 0.12% | 00.0% | Unchanged |
| First Light Asset Management, LLC | 888 | $406.5K | 0.03% | 00.0% | Unchanged |
| Avestar Capital, LLC | 891 | $408.8K | 0.05% | +15+1.7% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 893 | $408.8K | 0.01% | −169−15.9% | Reduced |
| Oxinas Partners Wealth Management LLC | 893 | $409.0K | 0.29% | −14−1.5% | Reduced |
| New Jersey Better Educational Savings Trust | 895 | $409.7K | 0.86% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 895 | $409.7K | 0.23% | +120+15.5% | Added |
| Bank of Hawaii | 900 | $412.0K | 0.02% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 902 | $413.1K | 0.02% | +254+39.2% | Added |
| Capula Management Ltd | 918 | $420.3K | 0.03% | −82−8.2% | Reduced |
| AdvisorShares Investments LLC | 920 | $421.2K | 0.10% | +920 | New |
| AdvisorNet Financial, Inc | 920 | $421.2K | 0.04% | +719+357.7% | Added |
| Quotient Wealth Partners, LLC | 938 | $429.4K | 0.02% | +938 | New |
| Carnegie Capital Asset Management, LLC | 949 | $434.5K | 0.01% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 950 | $434.9K | 0.08% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 951 | $435.4K | 0.14% | 00.0% | Unchanged |
| Conning Inc. | 964 | $441.3K | 0.02% | +11+1.2% | Added |
| Caldwell Trust Co | 966 | $442.2K | 0.06% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 946 | $444.4K | 0.09% | +85+9.9% | Added |
| Credit Capital Investments LLC | 976 | $446.8K | 0.62% | +976 | New |
| Pzena Investment Management LLC | 979 | $448.2K | 0.00% | +179+22.4% | Added |
| Gateway Investment Advisers LLC | 980 | $448.7K | 0.01% | +434+79.5% | Added |
| Modera Wealth Management, LLC | 983 | $450.0K | 0.01% | −38−3.7% | Reduced |
| Valeo Financial Advisors, LLC | 985 | $450.9K | 0.02% | −155−13.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 988 | $452.3K | 0.00% | −64,561−98.5% | Reduced |
| Legacy Private Trust Co. | 988 | $452.3K | 0.04% | −105−9.6% | Reduced |
| Weiss Asset Management LP | 988 | $452.3K | 0.03% | +988 | New |
| Oakworth Capital, Inc. | 994 | $455.1K | 0.04% | +8+0.8% | Added |
| Trinity Financial Advisors LLC | 1,000 | $457.8K | 0.22% | 00.0% | Unchanged |
| Wexford Capital LP | 1,000 | $457.8K | 0.10% | +1,000 | New |
| ORBA Wealth Advisors, L.L.C. | 1,000 | $457.8K | 0.27% | +1,000 | New |
| Fidelis Capital Partners, LLC | 1,002 | $458.7K | 0.10% | +145+16.9% | Added |
| Sound View Wealth Advisors Group, LLC | 1,002 | $458.7K | 0.05% | +47+4.9% | Added |
| Maven Securities LTD | 1,003 | $459.2K | 0.05% | +1,003 | New |
| Loomis Sayles & Co L P | 1,004 | $460.0K | 0.00% | −14−1.4% | Reduced |
| Hillsdale Investment Management Inc. | 1,022 | $467.9K | 0.04% | −150−12.8% | Reduced |
| Sierra Capital LLC | 1,029 | $471.0K | 0.07% | −14−1.3% | Reduced |
| Samalin Investment Counsel, LLC | 1,033 | $473.0K | 0.24% | +65+6.7% | Added |
| Summit Trail Advisors, LLC | 1,032 | $473.4K | 0.02% | −8−0.8% | Reduced |