HUMNYSEHospital & Medical Service PlansFiscal year ends December 31
HUMANA INC
Financials through Q1 FY2026, quarter ended Mar 31, 2026Last filing: 10-Q on Jul 29, 2026
$414.98+1.82 (+0.44%)
Close on Oct 19, 2026
- Market cap
- $50.07B
- P/E (TTM)
- 44.2
- Dividend yield
- 0.85%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
98.6%
118M of 120M shares
Institutional holders
924
241 new, 92 sold out
Net institutional buying
3M
In Q2 2026
Insider trades, 12 months
1 buys · 0 sales
Net bought $150.02K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 9,309,848 | 7.70% | 13G (passive) amendment | Mar 31, 2025 |
| Vanguard Capital Management | 9,068,300 | 7.55% | 13G (passive) | Mar 31, 2026 |
| Dodge & Cox | 11,380,673 | 9.50% | 13G (passive) amendment | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of HUM | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Dodge & Cox | 10,940,380 | 9.11% | $4.35B | −440,293 | 2.28% |
| BlackRock, Inc. | 10,417,803 | 8.68% | $4.14B | +218,748 | 0.06% |
| Vanguard Capital Management LLC | 7,843,620 | 6.53% | $3.12B | +4,858 | 0.07% |
| Vanguard Portfolio Management LLC | 5,818,956 | 4.85% | $2.31B | +10,521 | 0.10% |
| State Street Corp | 5,457,072 | 4.54% | $2.17B | +4,080 | 0.06% |
| Pzena Investment Management LLC | 4,403,136 | 3.67% | $1.75B | −1,067,846 | 5.13% |
| Eagle Capital Management LLC | 3,846,762 | 3.20% | $1.53B | +879,688 | 4.67% |
| Sessa Capital IM, L.P. | 3,727,740 | 3.10% | $1.48B | – | 24.76% |
| Massachusetts Financial Services Co /Ma/ | 3,578,245 | 2.98% | $1.66B | −904,125 | 0.53% |
| Geode Capital Management, LLC | 3,369,757 | 2.81% | $1.34B | +43,062 | 0.07% |
| JPMorgan Chase & Co | 3,234,637 | 2.69% | $1.26B | +200,409 | 0.07% |
| FMR LLC | 2,913,763 | 2.43% | $1.16B | +79,461 | 0.05% |
| Capital International Investors | 2,392,826 | 1.99% | $950.46M | +406,678 | 0.20% |
| Goldman Sachs Group Inc | 2,299,889 | 1.92% | $913.56M | +393,995 | 0.08% |
| Naya Capital Management Uk Ltd | 1,833,763 | 1.53% | $728.41M | +168,641 | 35.04% |
| Norges Bank | 1,748,414 | 1.46% | $694.51M | New | 0.07% |
| Invesco Ltd. | 1,478,788 | 1.23% | $587.40M | −907,025 | 0.05% |
| Charles Schwab Investment Management Inc | 1,370,831 | 1.14% | $544.52M | +84,174 | 0.07% |
| Morgan Stanley | 1,349,066 | 1.12% | $535.88M | −98,531 | 0.03% |
| Dimensional Fund Advisors LP | 1,122,669 | 0.93% | $445.84M | −89,205 | 0.08% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 924 | 118M | 98.6% | 241 / 321 | 263 / 92 | 15M | 11M |
| Q1 2026 | 785 | 115M | 96.0% | 105 / 248 | 326 / 171 | 27M | 18M |
| Q4 2025 | 863 | 121M | 100.0% | 120 / 260 | 362 / 130 | 17M | 14M |
| Q3 2025 | 892 | 118M | 98.6% | 137 / 330 | 305 / 110 | 20M | 15M |
| Q2 2025 | 879 | 114M | 94.6% | 110 / 320 | 333 / 122 | 12M | 13M |
| Q1 2025 | 901 | 114M | 95.1% | 141 / 321 | 313 / 105 | 12M | 14M |
| Q4 2024 | 877 | 116M | 97.0% | 145 / 274 | 372 / 191 | 21M | 21M |
| Q3 2024 | 941 | 116M | 96.6% | 95 / 323 | 384 / 122 | 23M | 12M |
| Q2 2024 | 981 | 116M | 96.4% | 122 / 339 | 386 / 155 | 19M | 18M |
| Q1 2024 | 1,029 | 116M | 96.6% | 121 / 357 | 421 / 226 | 20M | 19M |
| Q4 2023 | 1,153 | 116M | 96.3% | 172 / 404 | 427 / 93 | 15M | 14M |
| Q3 2023 | 1,087 | 114M | 95.2% | 129 / 397 | 398 / 104 | 12M | 14M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of HUM | Value | % of fund | As of |
|---|---|---|---|---|---|
| Dodge & Cox Stock Fund | 7,354,500 | 6.12% | $2.92B | 2.47% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 3,811,711 | 3.17% | $1.51B | 0.07% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 3,111,659 | 2.59% | $1.24B | 0.07% | Jun 30, 2026 |
| Vanguard Mid-Cap Index Fund | 2,601,473 | 2.17% | $1.03B | 0.46% | Jun 30, 2026 |
| American Funds Fundamental Investors | 2,298,901 | 1.91% | $913.17M | 0.50% | Jun 30, 2026 |
| iShares Core S&P 500 ETF | 1,651,776 | 1.38% | $656.12M | 0.07% | Jun 30, 2026 |
| MFS Value Fund | 1,554,873 | 1.29% | $474.89M | 0.93% | May 31, 2026 |
| Fidelity 500 Index Fund | 1,543,205 | 1.29% | $471.33M | 0.06% | May 31, 2026 |
| Vanguard Value Index Fund | 1,141,794 | 0.95% | $453.54M | 0.18% | Jun 30, 2026 |
| American Mutual Fund | 1,021,240 | 0.85% | $371.59M | 0.32% | Jul 31, 2026 |
| Washington Mutual Investors Fund | 855,706 | 0.71% | $311.36M | 0.14% | Jul 31, 2026 |
| State Street(R) Health Care Select Sector SPDR(R) ETF | 848,128 | 0.71% | $336.89M | 0.83% | Jun 30, 2026 |
| JPMorgan Equity Income Fund | 815,151 | 0.68% | $323.79M | 0.74% | Jun 30, 2026 |
| Vanguard Mid-Cap Value Index Fund | 771,135 | 0.64% | $306.31M | 0.82% | Jun 30, 2026 |
| Vanguard Windsor Fund | 718,728 | 0.60% | $261.52M | 1.04% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Shantanu Nundy | Chief Medical Officer | 2,549 | 0.00% | Sep 3, 2026 |
| Joseph C. Ventura | Chief Legal Officer | 27,699 | 0.02% | May 5, 2026 |
| Sanjay K. Shetty | President, CenterWell | 22,088 | 0.02% | May 5, 2026 |
| David Dintenfass | President, Enterprise Growth | 25,407 | 0.02% | May 5, 2026 |
| Michelle A. O'Hara | Chief Human Resources Officer | 20,026 | 0.02% | May 5, 2026 |
| James A. Rechtin | President & CEO | 67,631 | 0.06% | May 5, 2026 |
| Celeste Mellet | Chief Financial Officer | 39,637 | 0.03% | May 5, 2026 |
| Aaron Martin | President, Medicare Advantage | 25,237 | 0.02% | May 5, 2026 |
| Japan Mehta | Chief Information Officer | 17,176 | 0.01% | May 5, 2026 |
| George Renaudin II | President, Insurance | 16,617 | 0.01% | Apr 2, 2026 |
| John-Paul W. Felter | SVP, Chief Accting Off & Cont. | 7,484 | 0.01% | Feb 25, 2026 |
| Vishal Agrawal | Chief Strat & Corp Dev Officer | 16,717 | 0.01% | Feb 25, 2025 |
| Susan M. Diamond | Chief Financial Officer | 22,384 | 0.02% | Jan 3, 2025 |
| Timothy S. Huval | Chief Administrative Officer | 7,111 | 0.01% | Jan 3, 2025 |
| Samir Deshpande | Chief Information Officer | 13,639 | 0.01% | Dec 17, 2024 |
| Frederick John Crawford | Director | 565 | 0.00% | Aug 4, 2026 |
| Paul John Smith | Director | 544 | 0.00% | Aug 4, 2026 |
| Kurt J. Hilzinger | Director | 19,448 | 0.02% | Jul 2, 2026 |
| Robert Stuart Field | Director | 852 | 0.00% | May 5, 2026 |
| Karen Katz | Director | 590 | 0.00% | Jan 5, 2026 |
| Raquel C. Bono | Director | 397 | 0.00% | Jan 5, 2026 |
| John W. Garratt | Director | 1,685 | 0.00% | Jan 5, 2026 |
| Jorge S. Mesquita | Director | 4,975 | 0.00% | Jan 5, 2026 |
| David T. Feinberg | Director | 1,207 | 0.00% | Jan 5, 2026 |
| Marcy S. Klevorn | Director | 436 | 0.00% | Jan 5, 2026 |
| Wayne A.I. Frederick | Director | 440 | 0.00% | Jan 5, 2026 |
| Frank A. Damelio | Director | 31,852 | 0.03% | Jan 5, 2026 |
| Gordon Smith | Director | 765 | 0.00% | Jan 5, 2026 |
| Brad D. Smith | Director | 1,169 | 0.00% | Jan 3, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Shantanu Nundy Chief Medical Officer | Sep 1, 2026 | Award | +2,549 | – | – | 2,549 |
| Paul John Smith Director | Aug 1, 2026 | Award | +544 | – | – | 544 |
| Frederick John Crawford Director | Aug 1, 2026 | Award | +544 | – | – | 544 |
| James A. Rechtin President & CEO | May 1, 2026 | Award | +35,633 | – | – | 63,938 |
| Michelle A. O'Hara Chief Human Resources Officer | May 1, 2026 | Award | +10,485 | – | – | 20,026 |
| Japan Mehta Chief Information Officer | May 1, 2026 | Award | +9,448 | – | – | 17,176 |
| Celeste Mellet Chief Financial Officer | May 1, 2026 | Award | −15,387 | – | – | 39,637 |
| David Dintenfass President, Enterprise Growth | May 1, 2026 | Award | +11,273 | – | – | 25,407 |
| Robert Stuart Field Director | May 1, 2026 | Award | +852 | – | – | 852 |
| Aaron Martin President, Medicare Advantage | May 1, 2026 | Award | +8,206 | – | – | 25,237 |
| Sanjay K. Shetty President, CenterWell | May 1, 2026 | Award | +9,945 | – | – | 22,088 |
| Joseph C. Ventura Chief Legal Officer | May 1, 2026 | Award | +10,318 | – | – | 27,405 |
| Sanjay K. Shetty President, CenterWell | Apr 1, 2026 | Option exercise | +887 | – | – | 12,544 |
| Sanjay K. Shetty President, CenterWell | Apr 1, 2026 | Tax withholding | −401 | $175.44 | $70.35K | 12,143 |
| George Renaudin II President, Insurance | Feb 24, 2026 | Tax withholding | −419 | $177.08 | $74.20K | 16,075 |
| George Renaudin II President, Insurance | Feb 24, 2026 | Option exercise | +1,035 | – | – | 16,494 |
| Joseph C. Ventura Chief Legal Officer | Feb 24, 2026 | Tax withholding | −478 | $177.08 | $84.64K | 17,087 |
| Joseph C. Ventura Chief Legal Officer | Feb 24, 2026 | Option exercise | +1,035 | – | – | 17,565 |
| John-Paul W. Felter SVP, Chief Accting Off & Cont. | Feb 24, 2026 | Tax withholding | −84 | $177.08 | $14.87K | 7,484 |
| John-Paul W. Felter SVP, Chief Accting Off & Cont. | Feb 24, 2026 | Option exercise | +165 | – | – | 7,568 |
| Sanjay K. Shetty President, CenterWell | Feb 23, 2026 | Buy | +810 | $185.21 | $150.02K | 11,657 |
| John-Paul W. Felter SVP, Chief Accting Off & Cont. | Feb 23, 2026 | Award | +5,669 | – | – | 7,403 |
| David Dintenfass President, Enterprise Growth | Feb 21, 2026 | Tax withholding | −1,182 | $189.66 | $224.18K | 14,134 |
| David Dintenfass President, Enterprise Growth | Feb 21, 2026 | Option exercise | +3,858 | – | – | 15,316 |
| Celeste Mellet Chief Financial Officer | Feb 13, 2026 | Tax withholding | −4,204 | $181.46 | $762.86K | 24,250 |
| Celeste Mellet Chief Financial Officer | Feb 13, 2026 | Option exercise | +7,763 | – | – | 28,454 |
| Japan Mehta Chief Information Officer | Feb 13, 2026 | Tax withholding | −430 | $181.46 | $78.03K | 7,728 |
| Japan Mehta Chief Information Officer | Feb 13, 2026 | Option exercise | +1,682 | – | – | 8,158 |
| Aaron Martin President, Medicare Advantage | Feb 12, 2026 | Award | +17,031 | – | – | 17,031 |
| James A. Rechtin President & CEO | Jan 8, 2026 | Option exercise | +2,183 | – | – | 29,285 |
| James A. Rechtin President & CEO | Jan 8, 2026 | Tax withholding | −980 | $279.15 | $273.57K | 28,305 |
| Jorge S. Mesquita Director | Jan 2, 2026 | Award | +766 | – | – | 4,127 |
| David T. Feinberg Director | Jan 2, 2026 | Award | +766 | – | – | 1,207 |
| Michelle A. O'Hara Chief Human Resources Officer | Jan 1, 2026 | Option exercise | +2,353 | – | – | 10,634 |
| Michelle A. O'Hara Chief Human Resources Officer | Jan 1, 2026 | Tax withholding | −1,093 | $258.87 | $282.94K | 9,541 |
| Michelle A. O'Hara Chief Human Resources Officer | Dec 15, 2025 | Option exercise | +1,401 | – | – | 11,266 |
| Michelle A. O'Hara Chief Human Resources Officer | Dec 15, 2025 | Tax withholding | −632 | $270.16 | $170.74K | 10,634 |
| Celeste Mellet Chief Financial Officer | Dec 15, 2025 | Tax withholding | −1,222 | $270.16 | $330.14K | 28,454 |
| Celeste Mellet Chief Financial Officer | Dec 15, 2025 | Option exercise | +2,128 | – | – | 29,676 |
| David Dintenfass President, Enterprise Growth | Dec 15, 2025 | Option exercise | +2,032 | – | – | 16,234 |
| David Dintenfass President, Enterprise Growth | Dec 15, 2025 | Tax withholding | −918 | $270.16 | $248.01K | 15,316 |
| Joseph C. Ventura Chief Legal Officer | Dec 15, 2025 | Tax withholding | −933 | $270.16 | $252.06K | 16,334 |
| Joseph C. Ventura Chief Legal Officer | Dec 15, 2025 | Option exercise | +2,046 | – | – | 17,267 |
| Joseph C. Ventura Chief Legal Officer | Dec 15, 2025 | Tax withholding | −164 | $270.16 | $44.31K | 16,530 |
| Joseph C. Ventura Chief Legal Officer | Dec 15, 2025 | Option exercise | +360 | – | – | 16,694 |
| John-Paul W. Felter SVP, Chief Accting Off & Cont. | Dec 15, 2025 | Option exercise | +115 | – | – | 1,787 |
| John-Paul W. Felter SVP, Chief Accting Off & Cont. | Dec 15, 2025 | Tax withholding | −209 | $270.16 | $56.46K | 1,672 |
| John-Paul W. Felter SVP, Chief Accting Off & Cont. | Dec 15, 2025 | Tax withholding | −53 | $270.16 | $14.32K | 1,734 |
| John-Paul W. Felter SVP, Chief Accting Off & Cont. | Dec 15, 2025 | Option exercise | +455 | – | – | 1,881 |
| Sanjay K. Shetty President, CenterWell | Dec 15, 2025 | Tax withholding | −139 | $270.16 | $37.55K | 10,847 |
| Sanjay K. Shetty President, CenterWell | Dec 15, 2025 | Option exercise | +308 | – | – | 10,986 |
| Sanjay K. Shetty President, CenterWell | Dec 15, 2025 | Option exercise | +1,968 | – | – | 11,566 |
| Sanjay K. Shetty President, CenterWell | Dec 15, 2025 | Tax withholding | −888 | $270.16 | $239.90K | 10,678 |
| George Renaudin II President, Insurance | Dec 15, 2025 | Tax withholding | −142 | $270.16 | $38.36K | 15,459 |
| George Renaudin II President, Insurance | Dec 15, 2025 | Tax withholding | −830 | $270.16 | $224.23K | 15,241 |
| George Renaudin II President, Insurance | Dec 15, 2025 | Option exercise | +2,106 | – | – | 16,071 |
| George Renaudin II President, Insurance | Dec 15, 2025 | Option exercise | +360 | – | – | 15,601 |
| Japan Mehta Chief Information Officer | Dec 15, 2025 | Option exercise | +1,194 | – | – | 8,628 |
| Japan Mehta Chief Information Officer | Dec 15, 2025 | Tax withholding | −470 | $270.16 | $126.98K | 8,158 |
| James A. Rechtin President & CEO | Dec 15, 2025 | Tax withholding | −3,372 | $270.16 | $910.98K | 27,102 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Susan M. Diamond Former Chief Financial Officer | Apr 8, 2025 | 10,959 | $2.73M | Apr 8, 2025 | Restricted Stock Units |
| Timothy S. Huval Former Chief Administrative Officer | Feb 24, 2025 | 4,545 | $1.18M | Feb 24, 2025 | Performance Stock Units |
| Timothy S. Huval Officer | Dec 31, 2024 | 3,703 | $938.43K | Dec 31, 2024 | Performance Stock Units |
| K. Fleming William Officer | Dec 6, 2024 | 8,661 | $2.45M | Dec 6, 2024 | Acquired as compensation -- Restricted Stock Units |
| J. O'Brien James Former Board of Directors | May 16, 2023 | 11,425 | $5.97M | May 16, 2023 | Acquired As Compensation -- Restricted Stock Units |
| Susan M. Diamond Officer | May 4, 2023 | 4,156 | $2.21M | May 4, 2023 | Stock Option Exercise |