Follow The Filings

HUM Humana

Health Care, filed as HUMANA INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2, sold by 5

  • 6 Owners
  • #226
  • Max 5.1%
  • Master 0.36%
  • $6.2B
  • 1 new 3 reduce 2 exits 1 small

In 2026 Q2, 1 manager opened a position, 3 trimmed, and 2 sold out.

Who owns this now

Largest portfolio weights among holders, up to 5.1% (Richard Pzena, Pzena Investment Management). Not free-float ownership.

  1. Richard Pzena Reduce 5.1%
  2. Dodge & Cox Reduce 2.3%
  3. Glenview Capital Management Reduce 1.8%
  4. Davidson Kempner Capital Mana... New 0.24%
  5. Palo Alto Investors 0.22%
  6. George Soros Reduce 0.16%

Who owns HUM

Sorted by value, long equity only, as of 2026 Q2.

History
Dodge & Cox 2.3% Small trim −3.9% 10,940,380 $4.3B History
Richard Pzena, Pzena Investment Management 5.1% Reduce −19.5% 4,403,136 $1.7B History
Glenview Capital Management 1.8% Reduce −24.1% 254,216 $101M History
Davidson Kempner Capital Management 0.24% New 0.24% 50,356 $20M History
George Soros, Soros Fund Management 0.16% Reduce −50.9% 33,228 $13M History
Palo Alto Investors 0.22% Hold 3,985 $1.6M History
Stanley Druckenmiller, Duquesne Family Office exited 2026 Q2 Last 2026 Q1 0.71% Exit −0.71% 137,505 $24M History
David Witzke, Avidity Partners Management exited 2026 Q2 Last 2026 Q1 1.3% Exit −1.34% 25,000 $5.9M History

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by HUM's executives, directors and 10% owners in the last 12 months, from their Form 4s

All HUM insider trades
  • $150K bought by 1 insider
  • None no sales outside a trading plan
  • None no planned (10b5-1) sales
  1. Sanjay K Shetty President, CenterWell
    Buy
    $150K 810 shares at $185.21 +7.5% to stake
    Traded Feb 23 Filed Feb 25

Also filed in the last 12 months, not counted as buying or selling: 23 option exercises, 22 share withholdings for taxes, and 16 stock grants.

Congress

6 members of Congress traded HUM in the last three years: 9 buys and 8 sales. 3 members listed it in 2025 annual reports.

All Congress trades
  1. Alan Armstrong R-OK Buy $1K–$15K Mar 27 filed Jul 21
  2. Julia Letlow R-LA-5 Sell $1K–$15K Feb 10 filed Mar 12
  3. Julia Letlow R-LA-5 Buy $1K–$15K Aug 8, 2025 filed Jan 13
  4. Gilbert Ray Cisneros, Jr. D-CA-31 Sell $1K–$15K Nov 12, 2025 filed Dec 15, 2025
  5. Lisa C. McClain R-MI-9Spouse Sell $1K–$15K Oct 31, 2025 filed Nov 21, 2025
  6. Lisa C. McClain R-MI-9Spouse Buy $1K–$15K Oct 30, 2025 filed Nov 21, 2025

SEC filings

Recent issuer filings from EDGAR, 21 shown.

Filed Form Detail Links
8-K 7.01,9.01
8-K 7.01
8-K 7.01
8-K 2.02,7.01,9.01
8-K 5.02,9.01
10-Q
8-K 7.01
8-K 1.01,2.03,9.01
SCHEDULE 13G/A —
SCHEDULE 13G —
8-K 2.02,7.01,9.01
10-Q
8-K 5.07
8-K 5.02
SCHEDULE 13G/A —
8-K 1.01,2.03,8.01,9.01
DEF 14A
DEFA14A
424B5
424B5
8-K 7.01

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $4.03B $4.43B $5.83B
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 $0.921B
Cash from investing -$3.49B -$2.95B $2.27B
Cash from financing -$0.856B -$2.49B -$1.22B
Net change in cash -$0.367B -$2.47B $1.98B

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.