Humana Inc (HUM) Ownership

319.47 ↓1.07 (-0.33%)

As of May 6, 2024, 3:38pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Humana Inc (HUM), owning a total of 11.2 million shares. Combined, the top 31 institutional holders of HUM own 67.02% of the company with a total of 81.1 million shares.

In the latest ownership report on December 31st 2023, the top 31 institutional holders decreased their combined ownership of HUM by 2 million shares. 12 institutions bought 2,937,370 total additional shares and increased their ownership by an average of 12.71%. However 8 institutions sold 4,896,352 total shares and decreased their ownership by an average of 9.85%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Humana decreased by a net total of -1,958,982 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	9.271%	-0.126%	11,171,109	-14,074	2023-12-31
BlackRock Inc	8.998%	1.406%	10,842,446	150,376	2023-12-31
State Street Corporation	4.841%	3.688%	5,833,056	207,471	2023-12-31
Wellington Management Company LLP	4.451%	-20.414%	5,363,011	-1,375,658	2023-12-31
FMR Inc	3.977%	-3.833%	4,792,549	-191,013	2023-12-31
T. Rowe Price Associates, Inc.	3.235%	-44.958%	3,898,106	-3,183,913	2023-12-31
Geode Capital Management, LLC	1.972%	2.031%	2,376,762	47,317	2023-12-31
Capital World Investors	1.930%	-0.336%	2,325,159	-7,826	2023-12-31
Morgan Stanley - Brokerage Accounts	1.808%	6.719%	2,178,024	137,128	2023-12-31
Capital Research Global Investors	1.662%	-0.515%	2,002,097	-10,366	2023-12-31
JPMorgan Chase & Co	1.462%	2.129%	1,761,305	36,714	2023-12-31
Goldman Sachs Group Inc	1.301%	77.828%	1,568,216	686,342	2023-12-31
Ameriprise Financial Inc	1.300%	2.831%	1,566,977	43,142	2023-12-31
NORGES BANK	1.227%	9.656%	1,478,342	130,179	2023-12-31
Newport Trust Co.	1.057%	-2.080%	1,273,094	-27,044	2023-12-31
Northern Trust Corp	1.030%	-6.513%	1,241,031	-86,458	2023-12-31
Legal & General Group PLC	0.997%	21.941%	1,201,214	216,138	2023-12-31
Sanders Capital, LLC	0.887%	0.000%	1,068,783	1,068,783	2023-12-31
Bank of America Corp	0.878%	6.081%	1,057,795	60,634	2023-12-31
Starboard Value LP	0.824%	18.210%	994,146	153,146	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	9.271%	-0.126%	11,171,109	-14,074	2023-12-31
BlackRock Inc	8.998%	1.406%	10,842,446	150,376	2023-12-31
State Street Corporation	4.841%	3.688%	5,833,056	207,471	2023-12-31
Wellington Management Company LLP	4.451%	-20.414%	5,363,011	-1,375,658	2023-12-31
FMR Inc	3.977%	-3.833%	4,792,549	-191,013	2023-12-31
T. Rowe Price Associates, Inc.	3.235%	-44.958%	3,898,106	-3,183,913	2023-12-31
Capital Research & Mgmt Co - Division 3	3.145%	-11.413%	3,871,317	-498,773	2023-06-30
GQG Partners LLC	2.408%	32.168%	2,964,581	721,539	2023-06-30
Geode Capital Management, LLC	1.972%	2.031%	2,376,762	47,317	2023-12-31
Capital World Investors	1.930%	-0.336%	2,325,159	-7,826	2023-12-31
Morgan Stanley - Brokerage Accounts	1.808%	6.719%	2,178,024	137,128	2023-12-31
Capital Research Global Investors	1.662%	-0.515%	2,002,097	-10,366	2023-12-31
JPMorgan Chase & Co	1.462%	2.129%	1,761,305	36,714	2023-12-31
Citadel Advisors Llc	1.319%	578.020%	1,589,916	1,355,422	2023-09-30
Goldman Sachs Group Inc	1.301%	77.828%	1,568,216	686,342	2023-12-31
Ameriprise Financial Inc	1.300%	2.831%	1,566,977	43,142	2023-12-31
NORGES BANK	1.227%	9.656%	1,478,342	130,179	2023-12-31
Envestnet Asset Management Inc	1.161%	723.473%	1,438,509	1,263,821	2023-03-31
DZ BANK AG Deutsche Zentral-Genossenschaftsbank Fr	1.059%	7,884.180%	1,303,816	1,287,486	2023-09-30
Newport Trust Co.	1.057%	-2.080%	1,273,094	-27,044	2023-12-31
Northern Trust Corp	1.030%	-6.513%	1,241,031	-86,458	2023-12-31
Legal & General Group PLC	0.997%	21.941%	1,201,214	216,138	2023-12-31
Franklin Resources Inc	0.898%	-4.215%	1,105,715	-48,653	2023-09-30
Sanders Capital, LLC	0.887%	0.000%	1,068,783	1,068,783	2023-12-31
Bank of America Corp	0.878%	6.081%	1,057,795	60,634	2023-12-31
Marshall Wace Asset Management Ltd	0.824%	0.000%	1,014,185	1,014,185	2023-09-30
Starboard Value LP	0.824%	18.210%	994,146	153,146	2023-12-31
Dimensional Fund Advisors, Inc.	0.793%	0.862%	976,454	8,341	2023-09-30
HHG PLC	0.788%	-3.803%	969,614	-38,334	2023-06-30
Amvescap Plc.	0.773%	-21.021%	951,818	-253,340	2023-06-30
Bank of New York Mellon Corp	0.751%	-21.043%	924,119	-246,283	2023-09-30

Mutual Fund Ownership

Vanguard Instl Ttl Stck Mkt Idx Tr is the biggest individual fund holder of Humana Inc (HUM), owning a total of 3.9 million shares. Combined, the top 35 mutual fund holders of HUM own 36.49% of the company with a total of 44.6 million shares.

In the latest ownership report on March 31st 2024, the top 35 fund holders increased their combined ownership of HUM by 126 thousand shares. 2 funds bought 34,926 total additional shares and increased their ownership by an average of 2.72%. However 9 funds sold 161,262 total shares and decreased their ownership by an average of 2.24%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Humana decreased by a net total of -126,336 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Institutional 500 Index Trust	2.553%	0.197%	3,079,657	6,053	2024-03-31
SPDR® S&P 500 ETF Trust	1.231%	-0.771%	1,484,632	-11,534	2024-03-31
American Funds Washington Mutual A	1.155%	-0.069%	1,393,340	-968	2024-03-31
Vanguard Value Index Inv	0.830%	-2.651%	1,001,331	-27,268	2024-03-31
Health Care Select Sector SPDR® ETF	0.760%	-0.501%	917,068	-4,620	2024-03-31
Vanguard Institutional Index I	0.666%	-0.865%	804,010	-7,016	2024-03-31
T. Rowe Price US Lrg-Cap Core Gr Eq Comp	0.576%	-3.699%	695,140	-26,697	2024-03-31
T. Rowe Price Blue Chip Growth	0.576%	-3.699%	695,140	-26,697	2024-03-31
Vanguard Dividend Appreciation ETF	0.551%	-7.559%	664,789	-54,362	2024-03-31
State St S&P 500® Indx SL Cl III	0.492%	-0.353%	593,710	-2,100	2024-03-31
Diamond Hill Large Cap Equity	0.480%	5.251%	578,768	28,873	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Instl Ttl Stck Mkt Idx Tr	3.143%	0.510%	3,869,188	19,622	2023-03-31
Vanguard Total Stock Mkt Idx Inv	3.203%	-0.218%	3,864,723	-8,448	2024-02-29
Vanguard Institutional 500 Index Trust	2.553%	0.197%	3,079,657	6,053	2024-03-31
Vanguard 500 Index Investor	2.428%	0.555%	3,009,009	16,594	2023-08-31
Vanguard Health Care Inv	1.793%	-4.482%	2,163,702	-101,520	2023-12-31
SPDR® S&P 500 ETF Trust	1.231%	-0.771%	1,484,632	-11,534	2024-03-31
Fidelity 500 Index	1.224%	1.017%	1,476,526	14,859	2024-02-29
Fidelity® 500 Index	1.173%	0.640%	1,443,864	9,188	2023-11-30
Vanguard Wellington™ Inv	1.183%	-40.651%	1,427,310	-977,640	2023-12-31
Capital Group Wash Mutual Invtrs Comp	1.156%	0.000%	1,394,308	0	2023-12-31
American Funds Washington Mutual A	1.155%	-0.069%	1,393,340	-968	2024-03-31
iShares Core S&P 500 ETF	1.050%	0.743%	1,267,160	9,344	2024-03-28
American Funds Growth Fund of Amer A	0.903%	-25.428%	1,142,927	-389,713	2022-09-30
Capital Group Growth Fnd of Amer Comp	0.903%	-25.428%	1,142,927	-389,713	2022-09-30
T. Rowe Price US Large-Cap Core Grwth Eq	0.870%	-5.262%	1,101,360	-61,169	2022-09-30
American Funds American Balanced A	0.888%	0.000%	1,100,000	0	2023-06-30
Vanguard Value Index Inv	0.830%	-2.651%	1,001,331	-27,268	2024-03-31
Fidelity® Magellan®	0.779%	-1.178%	964,618	-11,500	2023-07-31
T. Rowe Price Growth Stock	0.753%	-1.170%	926,564	-10,967	2023-09-30
T. Rowe Price US Growth Stock Composite	0.758%	-1.170%	926,564	-10,967	2023-09-30
Health Care Select Sector SPDR® ETF	0.760%	-0.501%	917,068	-4,620	2024-03-31
American Funds Invmt Co of Amer A	0.687%	0.000%	828,584	0	2023-12-31
Capital Group Investment Co of Amer Comp	0.687%	0.000%	828,584	0	2023-12-31
Capital Group AMCAP Composite	0.641%	-40.471%	812,021	-552,065	2022-09-30
VA CollegeAmerica Amcap 529A	0.641%	-40.471%	812,021	-552,065	2022-09-30
Vanguard Institutional Index I	0.666%	-0.865%	804,010	-7,016	2024-03-31
Vanguard Windsor™ II Inv	0.560%	-12.833%	709,041	-104,388	2022-10-31
T. Rowe Price US Lrg-Cap Core Gr Eq Comp	0.576%	-3.699%	695,140	-26,697	2024-03-31
T. Rowe Price Blue Chip Growth	0.576%	-3.699%	695,140	-26,697	2024-03-31
Vanguard Dividend Appreciation ETF	0.551%	-7.559%	664,789	-54,362	2024-03-31
State St S&P 500® Indx SL Cl III	0.492%	-0.353%	593,710	-2,100	2024-03-31
Diamond Hill Large Cap Equity	0.480%	5.251%	578,768	28,873	2024-03-31
T. Rowe Price Health Sciences	0.410%	-22.383%	494,160	-142,508	2023-12-31
Vanguard Windsor Investor Shares	0.400%	-0.819%	482,322	-3,984	2023-12-31
Putnam US Large Cap Value Equity	0.392%	0.000%	473,338	473,338	2023-12-31