Humana Inc (HUM) shareholders
HUMNYSEHospital & Medical Service PlansFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Nov 6, 2026Score 10/3050% above fair value
$446.31+8.25 (+1.88%)
Close on Nov 11, 2026Market cap $53.59BP/E 43.3Yield 0.79%
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 |
|---|---|---|---|---|
| Dodge & Cox | 11,380,673 | 9.50% | 13G (passive) amendment | Mar 31, 2026 |
| 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 |
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)
770 funds held HUM in Q2 2026, 41% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| 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 |
| Kurt J. Hilzinger | Director | 19,448 | 0.02% | Oct 2, 2026 |
| Frederick John Crawford | Director | 565 | 0.00% | Aug 4, 2026 |
| Paul John Smith | Director | 544 | 0.00% | Aug 4, 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.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
2.32%
3M shares short
Days to cover
2.1
At 1M shares a day
Change since last report
-24.2%
From 4M shares
Short volume, 20 days
37.6%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Humana's stock actually held short. Settlement fails (shares not delivered on time) peaked at 11,547 shares on Oct 14, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Wayne A.I. Frederick Director | Nov 10, 2026 | 440 | $187.64K | Nov 10, 2026 | Restricted Stock Units |
| Joseph C. Ventura Officer | Nov 9, 2026 | 5,495 | $2.35M | Nov 9, 2026 | Restricted Stock Units |
| 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 |
| William Kevin Fleming Officer | Dec 6, 2024 | 8,661 | $2.45M | Dec 6, 2024 | Acquired as compensation -- Restricted Stock Units |
| James J. O'Brien 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 |
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