HUMANA INC (HUM)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
34
Reporting holders
$37.0M
Reported value
0.0%
Calls
0.0%
Puts
-905
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| CHAPIN DAVIS, INC. | $12.3M | 32,296 | 2.37% | new | NEW |
| Gradient Investments LLC | $5.2M | 13,738 | 0.07% | 3q | +2.5%+$125.9K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $3.6M | 9,507 | 0.04% | 32q | HELD |
| VISTA INVESTMENT PARTNERS LLC | $3.3M | 8,526 | 0.85% | new | NEW |
| Retireful, LLC | $1.7M | 4,334 | 1.42% | 2q | +37.8%+$453.3K |
| Farther Finance Advisors, LLC | $1.4M | 3,657 | 0.01% | 16q | -19.1%-$328.6K |
| Central Pacific Bank - Trust Division | $1.1M | 2,855 | 0.11% | 10q | -9.0%-$107.6K |
| CENTRAL BANK & TRUST CO | $1.1M | 2,787 | 0.15% | 32q | HELD |
| YHB Investment Advisors, Inc. | $1.1M | 2,763 | 0.07% | 7q | -0.6%-$6.9K |
| Ridgewood Investments LLC | $1.1M | 2,752 | 0.39% | 9q | -21.3%-$285.0K |
| Lake Hills Wealth Management, LLC | $882.2K | 2,312 | 0.41% | 2q | +6.3%+$52.7K |
| Investors Research Corp | $782.6K | 2,051 | 0.14% | 31q | -3.5%-$28.6K |
| Atlas Brown,Inc. | $773.8K | 2,028 | 0.20% | 32q | HELD |
| GAMMA Investing LLC | $761.6K | 1,996 | 0.03% | 12q | +27.4%+$163.7K |
| Trinity Financial Advisors LLC | $381.6K | 1,000 | 0.10% | 2q | HELD |
| Valeo Financial Advisors, LLC | $310.5K | 814 | 0.01% | 2q | +15.3%+$41.2K |
| KFA Private Wealth Group, LLC | $286.2K | 750 | 0.07% | 2q | HELD |
| Versant Capital Management, Inc | $262.5K | 688 | 0.02% | 32q | +16.4%+$37.0K |
| CHICKASAW CAPITAL MANAGEMENT LLC | $254.1K | 666 | 0.01% | 2q | HELD |
| MassMutual Private Wealth & Trust, FSB | $169.8K | 445 | 0.00% | 23q | -5.3%-$9.5K |
| EASTERN BANK | $115.2K | 302 | 0.00% | 9q | HELD |
| Bullock Wealth Management Group | $79.2K | 209 | 0.03% | 11q | HELD |
| ATWOOD & PALMER INC | $58.4K | 153 | 0.00% | 9q | HELD |
| CoreCap Advisors, LLC | $50.4K | 132 | 0.00% | 9q | -17.0%-$10.3K |
| ELEVATION WEALTH PARTNERS, LLC | $25.6K | 67 | 0.01% | 5q | +3.1% |
| Grove Bank & Trust | $22.9K | 60 | 0.00% | 16q | HELD |
| Mn Services Vermogensbeheer B.V. | $13.3K | 34,732 | 0.10% | 31q | HELD |
| Westwind Capital | $10.8K | 28,266 | 2.53% | 2q | -4.7% |
| Byrne Asset Management LLC | $10.6K | 28 | 0.01% | 20q | HELD |
| Marquette Asset Management, LLC | $6.1K | 16 | 0.00% | 3q | HELD |
| Retirement Wealth Solutions LLC | $3.4K | 9 | 0.00% | 4q | +125.0%+$1.9K |
| Planning Strategies Inc. | $3.4K | 9 | 0.00% | 2q | HELD |
| Bank & Trust Co | $1.9K | 5 | 0.00% | 10q | HELD |
| TOTH FINANCIAL ADVISORY CORP | $1.5K | 4 | 0.00% | new | NEW |
| Davis Capital Management | $1.5K | 4 | 0.00% | 5q | +33.3% |
| Trust Co | $382 | 1 | 0.00% | 4q | HELD |
| CX Institutional | $261 | 685 | 0.01% | 7q | -21.2% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 34 | $37.0M | 96,964 | 3 | 9 | 7 | 0.0% |
| Q2 2026 | 939 | $54.7B | 126,549,626 | 236 | 305 | 262 | 7.9% |
| Q1 2026 | 792 | $21.9B | 116,056,519 | 88 | 242 | 308 | 8.0% |
| Q4 2025 | 874 | $33.7B | 121,133,519 | 79 | 248 | 347 | 7.9% |
| Q3 2025 | 903 | $34.7B | 118,621,138 | 137 | 318 | 288 | 11.2% |
| Q2 2025 | 888 | $31.2B | 113,618,085 | 99 | 309 | 320 | 11.1% |
| Q1 2025 | 912 | $34.2B | 114,171,665 | 130 | 307 | 296 | 11.7% |
| Q4 2024 | 896 | $33.1B | 116,578,130 | 102 | 267 | 361 | 10.9% |
| Q3 2024 | 955 | $40.8B | 116,013,912 | 87 | 306 | 375 | 9.6% |
| Q2 2024 | 996 | $46.6B | 115,729,225 | 106 | 330 | 380 | 7.3% |
| Q1 2024 | 1,038 | $43.6B | 115,904,825 | 112 | 342 | 405 | 7.7% |
| Q4 2023 | 1,162 | $56.5B | 115,557,888 | 107 | 388 | 401 | 6.4% |
| Q3 2023 | 1,097 | $58.8B | 115,193,178 | 117 | 375 | 376 | 4.6% |
| Q2 2023 | 1,077 | $54.2B | 116,147,071 | 123 | 357 | 361 | 4.1% |
| Q1 2023 | 1,051 | $63.1B | 126,439,147 | 97 | 378 | 341 | 3.7% |
| Q4 2022 | 1,089 | $63.7B | 118,618,664 | 129 | 398 | 299 | 4.7% |
| Q3 2022 | 1,007 | $60.2B | 120,203,693 | 119 | 343 | 313 | 3.0% |
| Q2 2022 | 964 | $57.1B | 118,918,460 | 131 | 373 | 255 | 2.5% |
| Q1 2022 | 917 | $53.1B | 119,011,899 | 100 | 316 | 306 | 2.5% |
| Q4 2021 | 933 | $58.1B | 120,845,183 | 110 | 266 | 299 | 3.6% |
| Q3 2021 | 855 | $47.9B | 119,468,852 | 60 | 267 | 315 | 2.9% |
| Q2 2021 | 895 | $54.1B | 119,563,397 | 84 | 279 | 302 | 2.2% |
| Q1 2021 | 880 | $51.4B | 120,573,267 | 90 | 293 | 308 | 1.7% |
| Q4 2020 | 876 | $53.6B | 123,510,945 | 71 | 290 | 286 | 4.2% |
| Q3 2020 | 853 | $52.6B | 124,123,510 | 81 | 249 | 320 | 2.4% |
| Q2 2020 | 843 | $49.3B | 123,948,730 | 127 | 247 | 313 | 2.6% |
| Q1 2020 | 791 | $40.2B | 125,094,256 | 100 | 238 | 324 | 2.3% |
| Q4 2019 | 816 | $48.0B | 127,815,824 | 103 | 224 | 299 | 2.4% |
| Q3 2019 | 736 | $32.7B | 124,525,463 | 92 | 248 | 255 | 2.5% |
| Q2 2019 | 722 | $34.9B | 127,647,914 | 95 | 220 | 284 | 3.1% |
| Q1 2019 | 741 | $34.5B | 126,716,078 | 67 | 251 | 292 | 2.5% |
| Q4 2018 | 758 | $38.4B | 131,516,159 | 10 | 13 | 18 | 2.0% |