HUMANA INC (HUM)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
Institutions report 118,408,912 shares against 120,080,308 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
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 |
|---|---|---|---|---|---|
| Dodge & Cox | $4.3B | 10,940,380 | 2.28% | 9q | -3.9%-$174.9M |
| BlackRock, Inc. | $4.1B | 10,417,803 | 0.06% | 8q | +2.1%+$86.9M |
| VANGUARD CAPITAL MANAGEMENT LLC | $3.1B | 7,843,620 | 0.07% | 2q | HELD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2.3B | 5,818,956 | 0.10% | 2q | HELD |
| STATE STREET CORP | $2.2B | 5,457,072 | 0.06% | 31q | HELD |
| PZENA INVESTMENT MANAGEMENT LLC | $1.7B | 4,403,136 | 5.13% | 12q | -19.5%-$424.2M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $1.7B | 3,578,245 | 0.53% | 31q | -20.2%-$420.6M |
| JPMORGAN CHASE & CO | $1.6B incl. $331.8M options CALL+PUT | 3,234,637 | 0.09% | 31q | +6.6%+$98.5M |
| EAGLE CAPITAL MANAGEMENT LLC | $1.5B | 3,846,762 | 4.67% | 10q | +29.6%+$349.4M |
| Sessa Capital IM, L.P. | $1.5B | 3,727,740 | 24.76% | 7q | HELD |
| GEODE CAPITAL MANAGEMENT, LLC | $1.3B | 3,369,757 | 0.07% | 31q | +1.3%+$17.1M |
| GOLDMAN SACHS GROUP INC | $1.2B incl. $335.4M options CALL+PUT | 2,299,889 | 0.11% | 31q | +20.7%+$214.0M |
| FMR LLC | $1.2B | 2,913,763 | 0.05% | 31q | +2.8%+$31.6M |
| Capital International Investors | $950.5M | 2,392,826 | 0.20% | 4q | +20.5%+$161.5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $894.1M incl. $823.3M options CALL+PUT | 178,170 | 0.07% | 31q | -39.7%-$587.8M |
| CITADEL ADVISORS LLC | $852.6M incl. $674.3M options CALL+PUT | 449,022 | 0.10% | 31q | +217.0%+$583.7M |
| NAYA CAPITAL MANAGEMENT UK LTD | $728.4M | 1,833,763 | 35.04% | 4q | +10.1%+$67.0M |
| NORGES BANK | $694.5M | 1,748,414 | 0.07% | 32q | -1.9%-$13.7M |
| Invesco Ltd. | $587.4M | 1,478,788 | 0.05% | 31q | -38.0%-$360.3M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $544.5M | 1,370,831 | 0.07% | 31q | +6.5%+$33.4M |
| MORGAN STANLEY | $535.9M | 1,349,066 | 0.03% | 35q | -6.8%-$39.1M |
| DIMENSIONAL FUND ADVISORS LP | $445.8M | 1,122,669 | 0.08% | 31q | -7.4%-$35.4M |
| Capital Research Global Investors | $443.5M | 1,116,990 | 0.06% | 2q | +1.6%+$6.8M |
| NORTHERN TRUST CORP | $443.0M | 1,115,198 | 0.05% | 31q | -2.2%-$9.9M |
| Slate Path Capital LP | $429.0M | 1,079,930 | 5.94% | 3q | +134.9%+$246.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $425.9M | 1,072,296 | 0.08% | 31q | -2.0%-$8.5M |
| Capital World Investors | $406.1M | 1,022,425 | 0.05% | 2q | +981.9%+$368.6M |
| Newport Trust Company, LLC | $384.8M | 968,653 | 0.93% | 31q | -7.5%-$31.0M |
| IMC-Chicago, LLC | $367.8M CALL+PUT | options only | 0.09% | 16q | OPTIONS |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $348.9M | 878,377 | 1.02% | 10q | -45.4%-$290.2M |
| Legal & General Group Plc | $329.8M | 830,170 | 0.07% | 31q | -5.5%-$19.1M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $320.5M | 806,824 | 0.03% | 31q | +269.0%+$233.6M |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | $314.9M | 792,814 | 0.95% | 25q | +45.8%+$98.9M |
| Allianz Asset Management GmbH | $312.5M incl. $5.4M options CALL+PUT | 773,119 | 0.25% | 40q | -5.1%-$16.9M |
| WELLINGTON MANAGEMENT GROUP LLP | $304.0M | 765,355 | 0.05% | 31q | +7.3%+$20.7M |
| BANK OF AMERICA CORP /DE/ | $279.5M | 703,615 | 0.02% | 31q | -12.8%-$41.0M |
| VANGUARD FIDUCIARY TRUST CO | $267.8M | 674,163 | 0.06% | 2q | -0.7%-$1.8M |
| JANE STREET GROUP, LLC | $262.6M incl. $259.6M options CALL+PUT | 7,438 | 0.02% | 31q | HELD |
| Maple Rock Capital Partners Inc. | $249.6M | 628,251 | 4.89% | 6q | +82.2%+$112.6M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | $245.6M | 618,185 | 1.97% | 29q | +120.6%+$134.2M |
| Bank of New York Mellon Corp | $238.1M | 599,527 | 0.04% | 31q | -2.5%-$6.1M |
| MARSHALL WACE, LLP | $218.5M incl. $1.7M options CALL+PUT | 545,978 | 0.17% | 4q | HELD |
| ACADIAN ASSET MANAGEMENT LLC | $218.4M | 549,905 | 0.26% | 6q | +84.8%+$100.2M |
| Tidal Investments LLC | $186.9M | 470,587 | 0.32% | 23q | +24.5%+$36.7M |
| MILLENNIUM MANAGEMENT LLC | $185.7M incl. $45.6M options CALL+PUT | 352,698 | 0.07% | 31q | +213.2%+$126.4M |
| High Ground Investment Management LLP | $177.9M | 447,968 | 15.63% | 15q | -12.3%-$25.0M |
| UBS Group AG | $176.6M incl. $22.1M options PUT | 388,948 | 0.02% | 31q | -6.4%-$12.0M |
| 1832 Asset Management L.P. | $176.4M | 444,090 | 0.09% | new | NEW |
| BCV Asset Management Inc. | $173.7M | 445,719 | 5.25% | 3q | +12.1%+$18.7M |
| Nuveen, LLC | $167.6M | 422,051 | 0.04% | 6q | +2.5%+$4.1M |
| Holocene Advisors, LP | $165.0M | 415,489 | 0.37% | new | NEW |
| DEUTSCHE BANK AG\ | $163.3M | 411,221 | 0.05% | 34q | -21.5%-$44.8M |
| BNP PARIBAS FINANCIAL MARKETS | $159.6M incl. $12.2M options CALL+PUT | 371,308 | 0.06% | 31q | +11.2%+$16.0M |
| VOYA INVESTMENT MANAGEMENT LLC | $156.5M | 394,022 | 0.14% | 31q | +1017.4%+$142.5M |
| Amundi | $154.5M | 388,972 | 0.04% | 21q | -14.6%-$26.4M |
| Russell Investments Group, Ltd. | $149.9M | 378,505 | 0.13% | 31q | -18.9%-$35.0M |
| D. E. Shaw & Co., Inc. | $142.5M incl. $61.3M options CALL+PUT | 204,543 | 0.07% | 31q | -63.2%-$244.4M |
| Swiss National Bank | $134.5M | 338,660 | 0.07% | 31q | -4.1%-$5.7M |
| FIL Ltd | $134.1M | 337,675 | 0.10% | 31q | +10.5%+$12.7M |
| BARCLAYS PLC | $127.9M incl. $33.7M options CALL+PUT | 237,200 | 0.02% | 31q | -40.6%-$87.6M |
| HSBC HOLDINGS PLC | $126.2M | 318,091 | 0.05% | 31q | -2.4%-$3.1M |
| GROUP ONE TRADING LLC | $124.1M CALL+PUT | options only | 0.17% | 31q | OPTIONS |
| STEADFAST CAPITAL MANAGEMENT LP | $122.4M | 308,200 | 3.75% | new | NEW |
| Walleye Trading LLC | $119.0M CALL+PUT | options only | 0.14% | 31q | OPTIONS |
| Mitsubishi UFJ Asset Management Co., Ltd. | $115.6M | 290,935 | 0.06% | 31q | +7.7%+$8.3M |
| AMERIPRISE FINANCIAL INC | $113.2M | 284,854 | 0.02% | 31q | -26.0%-$39.8M |
| VANGUARD ASSET MANAGEMENT, Ltd | $109.1M | 274,748 | 0.07% | 2q | +13.9%+$13.3M |
| Squarepoint Ops LLC | $109.0M incl. $106.7M options CALL+PUT | 5,799 | 0.12% | 31q | -91.9%-$1.2B |
| NEUBERGER BERMAN GROUP LLC | $106.2M | 267,369 | 0.07% | 31q | +3.8%+$3.9M |
| Vanguard Global Advisers, LLC | $103.3M | 260,135 | 0.05% | 2q | -2.8%-$3.0M |
| BANK OF NOVA SCOTIA | $102.3M | 257,575 | 0.15% | 31q | +396.0%+$81.7M |
| RHUMBLINE ADVISERS | $102.3M | 257,527 | 0.08% | 31q | +7.1%+$6.8M |
| Sumitomo Mitsui Trust Group, Inc. | $101.5M | 255,437 | 0.06% | 31q | -21.3%-$27.5M |
| GLENVIEW CAPITAL MANAGEMENT, LLC | $101.0M | 254,216 | 1.84% | 2q | -24.1%-$32.0M |
| ROYAL BANK OF CANADA | $94.8M incl. $953.0K options PUT | 236,167 | 0.01% | 31q | +62.9%+$36.6M |
| Aberdeen Group plc | $91.5M | 230,411 | 0.13% | 31q | +7.2%+$6.1M |
| Gotham Asset Management, LLC | $89.3M | 224,860 | 0.21% | 16q | +6478.7%+$88.0M |
| Balyasny Asset Management L.P. | $89.3M incl. $1.4M options CALL | 221,454 | 0.11% | 14q | +316.1%+$67.8M |
| AQR CAPITAL MANAGEMENT LLC | $86.8M | 222,408 | 0.03% | 31q | +15.5%+$11.7M |
| FIRST TRUST ADVISORS LP | $85.1M | 214,226 | 0.05% | 31q | +188.7%+$55.6M |
| Jupiter Topco LLC | $84.3M | 212,346 | 0.03% | new | FIRST |
| Ensign Peak Advisors, Inc | $83.5M | 210,293 | 0.14% | 27q | +4.5%+$3.6M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $83.5M | 210,120 | 0.12% | new | NEW |
| CITIGROUP INC | $83.3M | 209,787 | 0.03% | 31q | HELD |
| California Public Employees Retirement System | $80.3M | 202,091 | 0.05% | 31q | +18.1%+$12.3M |
| National Pension Service | $70.9M | 178,391 | 0.05% | 31q | -3.5%-$2.6M |
| Susquehanna Portfolio Strategies, LLC | $69.9M | 176,097 | 1.11% | 5q | +705.8%+$61.3M |
| Jain Global LLC | $69.9M incl. $67.5M options CALL+PUT | 5,854 | 0.27% | 2q | -54.3%-$83.0M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $68.6M | 172,813 | 0.06% | 31q | +0.9%+$618.1K |
| CANADA PENSION PLAN INVESTMENT BOARD | $68.0M | 171,237 | 0.04% | 31q | +47.0%+$21.7M |
| BANK OF MONTREAL /CAN/ | $66.8M incl. $4.0M options PUT | 158,143 | 0.02% | 31q | -8.9%-$6.5M |
| ARGA Investment Management, LP | $66.2M | 166,572 | 1.69% | 5q | -27.6%-$25.2M |
| ORBIMED ADVISORS LLC | $65.2M | 164,100 | 1.21% | new | NEW |
| Solel Partners LP | $64.7M | 162,990 | 11.00% | 7q | -3.9%-$2.6M |
| AMF Tjanstepension AB | $62.0M | 155,989 | 0.37% | 5q | HELD |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $60.8M | 153,049 | 0.03% | 6q | -35.0%-$32.7M |
| FEDERATED HERMES, INC. | $59.7M | 150,351 | 0.09% | 31q | -32.1%-$28.2M |
| Perpetual Ltd | $58.3M | 146,786 | 0.83% | 3q | +59.9%+$21.8M |
| CI INVESTMENTS INC. | $57.3M | 144,259 | 0.18% | 31q | +9614.4%+$56.7M |
| AMERICAN CENTURY COMPANIES INC | $56.6M | 142,426 | 0.03% | 31q | +495.2%+$47.1M |
Showing the largest 100 of 945 reported holders.
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 | 300 | $1.3B | 3,408,054 | 38 | 92 | 75 | 0.0% |
| Q2 2026 | 945 | $50.9B | 118,408,912 | 232 | 307 | 265 | 7.2% |
| Q1 2026 | 799 | $21.7B | 115,321,209 | 87 | 243 | 315 | 8.1% |
| Q4 2025 | 879 | $33.6B | 120,904,615 | 79 | 251 | 346 | 8.0% |
| Q3 2025 | 907 | $34.7B | 118,364,054 | 138 | 318 | 290 | 11.2% |
| Q2 2025 | 891 | $31.2B | 113,641,071 | 99 | 310 | 322 | 11.1% |
| Q1 2025 | 915 | $34.2B | 114,148,225 | 130 | 310 | 296 | 11.7% |
| Q4 2024 | 899 | $33.1B | 116,612,860 | 102 | 267 | 363 | 10.9% |
| Q3 2024 | 957 | $40.8B | 116,053,791 | 87 | 307 | 375 | 9.5% |
| Q2 2024 | 998 | $46.7B | 115,765,863 | 107 | 329 | 382 | 7.3% |
| Q1 2024 | 1,041 | $43.6B | 115,984,466 | 112 | 345 | 406 | 7.7% |
| Q4 2023 | 1,164 | $56.6B | 115,628,232 | 108 | 388 | 402 | 6.4% |
| Q3 2023 | 1,098 | $58.8B | 115,252,471 | 117 | 376 | 376 | 4.6% |
| Q2 2023 | 1,078 | $54.2B | 116,202,281 | 123 | 357 | 362 | 4.1% |
| Q1 2023 | 1,053 | $63.1B | 126,506,923 | 97 | 379 | 342 | 3.7% |
| Q4 2022 | 1,091 | $63.7B | 118,664,609 | 129 | 375 | 337 | 4.7% |
| Q3 2022 | 988 | $138.4B | 378,052,701 | 119 | 334 | 309 | 1.3% |
| Q2 2022 | 952 | $120.5B | 384,855,634 | 131 | 366 | 252 | 1.2% |
| Q1 2022 | 906 | $79.8B | 235,784,204 | 99 | 308 | 305 | 1.6% |
| Q4 2021 | 925 | $114.7B | 305,291,203 | 110 | 267 | 292 | 1.8% |
| Q3 2021 | 848 | $167.3B | 519,747,930 | 60 | 265 | 311 | 0.8% |
| Q2 2021 | 888 | $157.3B | 507,945,526 | 84 | 280 | 297 | 0.8% |
| Q1 2021 | 869 | $105.6B | 368,402,603 | 88 | 292 | 303 | 0.8% |
| Q4 2020 | 870 | $97.6B | 291,512,277 | 71 | 286 | 286 | 2.3% |
| Q3 2020 | 848 | $118.1B | 372,062,017 | 81 | 246 | 317 | 1.1% |
| Q2 2020 | 838 | $109.3B | 278,732,770 | 127 | 242 | 315 | 1.2% |
| Q1 2020 | 788 | $130.5B | 412,162,158 | 100 | 235 | 324 | 0.7% |
| Q4 2019 | 809 | $134.6B | 477,298,733 | 102 | 221 | 298 | 0.9% |
| Q3 2019 | 730 | $83.7B | 446,086,340 | 91 | 246 | 252 | 1.0% |
| Q2 2019 | 718 | $86.4B | 514,063,801 | 95 | 220 | 281 | 1.2% |
| Q1 2019 | 737 | $109.0B | 581,748,485 | 67 | 251 | 288 | 0.8% |
| Q4 2018 | 756 | $128.8B | 489,212,436 | 10 | 12 | 18 | 0.6% |
