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 |
|---|---|---|---|---|---|
| HTLF Bank | 833 | $381.4K | 0.04% | +833 | New |
| JGP Global Gestao de Recursos Ltda. | 831 | $380.4K | 0.37% | −2−0.2% | Reduced |
| Ifrah Financial Services, Inc. | 830 | $380.0K | 0.11% | −91−9.9% | Reduced |
| First Western Trust Bank | 828 | $379.1K | 0.02% | +828 | New |
| Avitas Wealth Management LLC | 826 | $378.2K | 0.06% | −4−0.5% | Reduced |
| Community Bank & Trust, Waco, Texas | 811 | $371.0K | 0.10% | −30−3.6% | Reduced |
| Proficio Capital Partners LLC | 809 | $370.5K | 0.05% | +24+3.1% | Added |
| Dorsey & Whitney Trust CO LLC | 805 | $368.5K | 0.03% | −12−1.5% | Reduced |
| Grey Street Capital, LLC | 801 | $367.5K | 0.17% | 00.0% | Unchanged |
| Lorne Steinberg Wealth Management Inc. | 800 | $366.2K | 0.12% | 00.0% | Unchanged |
| Humankind Investments LLC | 799 | $365.8K | 0.11% | −22−2.7% | Reduced |
| Walker Financial Services, Inc. | 795 | $364.2K | 0.38% | +30+3.9% | Added |
| Graypoint LLC | 793 | $363.1K | 0.03% | +116+17.1% | Added |
| Zacks Investment Management | 789 | $361.2K | 0.00% | −40−4.8% | Reduced |
| Strategic Wealth Partners, Ltd. | 787 | $360.3K | 0.04% | −150−16.0% | Reduced |
| Abacus Planning Group, Inc. | 781 | $357.6K | 0.08% | +781 | New |
| CCM Investment Advisers LLC | 781 | $357.5K | 0.04% | −15−1.9% | Reduced |
| Whittier Trust Co | 779 | $356.6K | 0.01% | −29−3.6% | Reduced |
| Welch & Forbes LLC | 775 | $354.8K | 0.01% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 770 | $352.5K | 0.06% | −76−9.0% | Reduced |
| Manchester Capital Management LLC | 764 | $349.8K | 0.05% | +14+1.9% | Added |
| West Paces Advisors Inc. | 759 | $347.5K | 0.10% | +3+0.4% | Added |
| HighPoint Advisor Group LLC | 999 | $347.0K | 0.02% | +999 | New |
| Robertson Stephens Wealth Management, LLC | 753 | $345.4K | 0.02% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 748 | $342.3K | 0.00% | +22+3.0% | Added |
| Mutual Advisors, LLC | 747 | $342.1K | 0.01% | +15+2.0% | Added |
| Wealth Management Associates, Inc. | 745 | $341.1K | 0.18% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 744 | $340.6K | 0.03% | +4+0.5% | Added |
| Bristlecone Advisors, LLC | 738 | $337.9K | 0.03% | −5−0.7% | Reduced |
| Umb Bank N A | 737 | $337.4K | 0.00% | −68−8.4% | Reduced |
| Beck Bode, LLC | 735 | $336.6K | 0.08% | −25,409−97.2% | Reduced |
| Brown Brothers Harriman & Co | 732 | $335.1K | 0.00% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 731 | $334.7K | 0.26% | +62+9.3% | Added |
| Laidlaw Wealth Management LLC | 731 | $334.7K | 0.12% | −38−4.9% | Reduced |
| Plimoth Trust Co LLC | 730 | $334.2K | 0.10% | −60−7.6% | Reduced |
| Virtus Investment Advisers, Inc. | 728 | $333.3K | 0.25% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 727 | $332.6K | 0.03% | −147−16.8% | Reduced |
| MQS Management LLC | 719 | $329.2K | 0.18% | +719 | New |
| AlphaQ Advisors LLC | 713 | $326.4K | 0.23% | +713 | New |
| Hoylecohen, LLC | 709 | $324.6K | 0.03% | 00.0% | Unchanged |
| MAI Capital Management | 709 | $324.6K | 0.00% | −34−4.6% | Reduced |
| KPP Advisory Services LLC | 701 | $321.1K | 0.28% | −178−20.3% | Reduced |
| Altfest L J & Co Inc | 701 | $321.0K | 0.05% | −283−28.8% | Reduced |
| Luken Investment Analytics, LLC | 700 | $320.5K | 0.17% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 695 | $318.3K | 0.14% | +261+60.1% | Added |
| Alps Advisors Inc | 690 | $315.9K | 0.00% | −30−4.2% | Reduced |
| DGS Capital Management, LLC | 681 | $311.8K | 0.12% | +50+7.9% | Added |
| Skopos Labs, Inc. | 681 | $311.8K | 0.15% | +681 | New |
| Fuller & Thaler Asset Management, Inc. | 680 | $311.3K | 0.00% | +125+22.5% | Added |
| Financial Perspectives, Inc | 676 | $309.6K | 0.13% | 00.0% | Unchanged |
| Chickasaw Capital Management LLC | 666 | $305.0K | 0.02% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 664 | $304.0K | 0.07% | +664 | New |
| Johnson Financial Group, Inc. | 661 | $303.2K | 0.02% | −37−5.3% | Reduced |
| Perigon Wealth Management, LLC | 662 | $303.1K | 0.01% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 658 | $301.3K | 0.01% | −61−8.5% | Reduced |
| Hancock Whitney Corp | 657 | $300.8K | 0.01% | −60−8.4% | Reduced |
| Estabrook Capital Management | 653 | $298.9K | 0.05% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 650 | $298.0K | 0.13% | −70−9.7% | Reduced |
| Independence Bank of Kentucky | 650 | $297.6K | 0.10% | +355+120.3% | Added |
| AlphaStar Capital Management, LLC | 639 | $292.5K | 0.03% | −40−5.9% | Reduced |
| Wallace Advisory Group, LLC | 596 | $290.0K | 0.23% | −63−9.6% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 633 | $289.7K | 0.00% | −12,462−95.2% | Reduced |
| First Bank & Trust | 632 | $289.3K | 0.07% | +5+0.8% | Added |
| Exencial Wealth Advisors, LLC | 630 | $288.5K | 0.01% | −604−48.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 630 | $288.4K | 0.05% | −9−1.4% | Reduced |
| Baxter Bros Inc | 625 | $286.1K | 0.04% | +2+0.3% | Added |
| West Family Investments, Inc. | 623 | $285.2K | 0.10% | +623 | New |
| Total Wealth Planning, LLC | 622 | $284.8K | 0.05% | +109+21.2% | Added |
| GFG Capital, LLC | 620 | $283.7K | 0.08% | +5+0.8% | Added |
| Calamos Wealth Management LLC | 619 | $283.4K | 0.02% | −42−6.4% | Reduced |
| Essex Financial Services, Inc. | 618 | $283.1K | 0.03% | +103+20.0% | Added |
| Watershed Asset Management, L.L.C. | 609 | $278.8K | 0.33% | +93+18.0% | Added |
| Radnor Capital Management, LLC | 604 | $277.0K | 0.05% | +60+11.0% | Added |
| Stratos Wealth Advisors, LLC | 600 | $274.9K | 0.02% | −215−26.4% | Reduced |
| 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 |
| Tyche Wealth Partners LLC | 592 | $271.0K | 0.07% | +592 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 591 | $271.0K | 0.02% | −1−0.2% | Reduced |
| Visionary Wealth Advisors | 590 | $270.1K | 0.02% | +590 | New |
| IFP Advisors, Inc | 586 | $268.3K | 0.01% | −2,404−80.4% | Reduced |
| PDS Planning, Inc | 586 | $268.3K | 0.03% | −23−3.8% | Reduced |
| Custom Index Systems, LLC | 581 | $266.0K | 0.17% | +581 | New |
| BLB&B Advisors, LLC | 580 | $265.5K | 0.02% | 00.0% | Unchanged |
| Charles Schwab Investment Advisory, Inc. | 579 | $265.1K | 0.00% | −78−11.9% | Reduced |
| Fukoku Mutual Life Insurance Co | 569 | $260.5K | 0.02% | +9+1.6% | Added |
| SFMG, LLC | 569 | $260.5K | 0.02% | +1+0.2% | Added |
| Compass Wealth Management LLC | 568 | $260.0K | 0.07% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 563 | $257.7K | 0.08% | 00.0% | Unchanged |
| Covenant Partners, LLC | 560 | $256.4K | 0.08% | 00.0% | Unchanged |
| Easterly Investment Partners LLC | 559 | $255.9K | 0.03% | +559 | New |
| NBC Securities, Inc. | 559 | $255.0K | 0.03% | −40−6.7% | Reduced |
| Global Retirement Partners, LLC | 580 | $254.3K | 0.01% | +10+1.8% | Added |
| Credential Qtrade Securities Inc. | 554 | $253.6K | 0.02% | −23−4.0% | Reduced |
| Claro Advisors LLC | 554 | $253.6K | 0.06% | +60+12.1% | Added |
| Schnieders Capital Management LLC | 550 | $251.8K | 0.06% | −50−8.3% | Reduced |
| Financial Council Asset Management Inc | 543 | $248.6K | 0.17% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 542 | $248.6K | 0.00% | −1−0.2% | Reduced |
| Significant Wealth Partners LLC | 541 | $247.7K | 0.18% | +541 | New |
| Aptus Capital Advisors, LLC | 535 | $244.9K | 0.01% | −30−5.3% | Reduced |