Follow-The-Filings

Security

HUM

Humana Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

16 owners 3 new 3 exits max 3.1% (Richard Pzena - Pzena Inv...)

owners 16
max % 3.1%
tracked value $7.3B
qoq N 3 A 7 R 4 E 3

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Richard Pzena - Pzena Investment Management LLC 2026 Q1 3.1% Add -0.04 pp 5,470,982 $949M hist
Glenview Capital Management, LLC 2026 Q1 1.5% New 1.5% 334,892 $58M hist
Dodge & Cox 2026 Q1 1.1% Add -0.48 pp 11,380,673 $2B hist
Stanley Druckenmiller - Duquesne Family Office LLC 2026 Q1 0.7% New 0.7% 137,505 $24M hist
George Soros - Soros Fund Management LLC 2026 Q1 0.1% Add -0.02 pp 67,644 $12M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.1% Add -0.01 pp 555,207 $96M hist
Vanguard Group Inc. 2025 Q4 stale 0.1% Add 0.00 pp 14,261,860 $3.7B hist
Norges Bank 2025 Q4 stale 0.1% Exit -0.05 pp 1,782,815 $457M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Reduce -0.02 pp 192,521 $33M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% New 0.0% 112,618 $20M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Add 0.00 pp 53,226 $9M hist
Natixis Advisors, LLC 2026 Q1 0.0% Reduce -0.01 pp 30,919 $5M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit -0.01 pp 13,904 $4M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add 0.00 pp 141,650 $25M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Reduce -0.04 pp 3,418 $593 hist
Ancora Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 263 $46 hist
John Rogers - Ariel Investments, LLC exited 2026 Q1 last 2025 Q4 0.2% Exit -0.23 pp 82,807 $21M hist
Renaissance Technologies LLC exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 9,953 $3M hist
Ken Fisher - Fisher Asset Management, LLC exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 818 $210 hist

SEC filings

Recent issuer filings from EDGAR · 25 shown

Filed Form Detail Links
8-K 2.02,7.01,9.01
8-K 5.02,9.01
10-Q 10-Q
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
8-K 7.01
8-K 1.01,2.03,9.01
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
8-K 2.02,7.01,9.01
10-Q 10-Q
8-K 5.07
8-K 5.02
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES
8-K 1.01,2.03,8.01,9.01
DEFA14A DEFA14A
424B5 424B5

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $4.03B $4.43B $5.83B
Gross profit
Gross margin
Net income $2.49B $1.21B $1.19B
Net margin * 61.7% 27.2% 20.4%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $29.99B $29.82B $32.73B
Total non-current assets * $17.08B $16.66B $16.18B
Total assets $47.06B $46.48B $48.91B
Total current liabilities $18.87B $16.94B $16.35B
Total non-current liabilities * $11.88B $13.1B $14.83B
Total equity $16.26B $16.38B $17.66B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $3.98B $2.97B $921M
Cash from investing -$3.49B -$2.95B $2.27B
Cash from financing -$856M -$2.49B -$1.22B
Net change in cash -$367M -$2.47B $1.98B

ownership over time

filing count by report period · click a bar for that quarter’s holders