Humana Inc.

HUM · NYSE · USD

PoliticiansInstitutionalInsiders

Current holders

Politician	Disclosed
Donald Trump R · EXECUTIVE	net −$348K – −$2K 9 disclosures · 4 bought / 5 sold · last Jul 8, 2026
Michael T. McCaul R · HOUSE · TX	−$177K – $1.4M −$450K – $2.0M today 28 filings · last May 7, 2026
Ro Khanna D · HOUSE · CA	−$328K – $568K −$467K – $737K today 61 filings · last Apr 13, 2026
Alan Armstrong R · SENATE · OK	$1K – $15K $2K – $37K today 1 filing · last Mar 27, 2026
John A. Yarmuth D · HOUSE · KY	$1K – $15K $1K – $16K today 1 filing · last Oct 29, 2020
Lisa C. McClain R · HOUSE · MI	−$27K – $43K −$40K – $71K today 5 filings · last Oct 31, 2025
Robert Bresnahan R · HOUSE · PA	−$14K – $14K −$26K – $23K today 2 filings · last May 15, 2025
John James R · HOUSE · MI	−$14K – $14K −$16K – $12K today 2 filings · last Sep 4, 2024
Gary J. Palmer R · HOUSE · AL	−$14K – $14K −$19K – $18K today 2 filings · last Aug 6, 2018
Julia Letlow R · HOUSE · LA	−$14K – $14K −$33K – $21K today 2 filings · last Feb 10, 2026

Recent transactions

Trades from May 19, 2025 – Jul 8, 2026

Politician	Type	Filed after	Amount
Donald Trump R · EXECUTIVE	Sell	76 days Jul 8, 2026 → Sep 22, 2026	≥$15K
Alan Armstrong R · SENATE · OK	Buy	116 days Mar 27, 2026 → Jul 21, 2026	≥$1K
Michael T. McCaul R · HOUSE · TX-10	Buy	34 days May 7, 2026 → Jun 10, 2026	≥$1K
Michael T. McCaul R · HOUSE · TX-10	Buy	37 days May 4, 2026 → Jun 10, 2026	≥$1K
Donald Trump R · EXECUTIVE	Buy	48 days Mar 26, 2026 → May 13, 2026	≥$1K
Donald Trump R · EXECUTIVE	Buy	56 days Mar 18, 2026 → May 13, 2026	≥$15K
Donald Trump R · EXECUTIVE	Buy	57 days Mar 17, 2026 → May 13, 2026	≥$1K
Donald Trump R · EXECUTIVE	Buy	63 days Mar 11, 2026 → May 13, 2026	≥$15K
Donald Trump R · EXECUTIVE	Sell	79 days Feb 23, 2026 → May 13, 2026	≥$1K
Donald Trump R · EXECUTIVE	Sell	90 days Feb 12, 2026 → May 13, 2026	≥$1K

Congressional trading data provided by QuiverQuant

Institutional

Investors holding

994

13F shares

119.8M

Total invested

$47.7B

Ownership

99.5%

New positions

245

Closed positions

Increased positions

564

Reduced positions

273

Put/Call ratio

0.88

Holder	Reported	Shares	Value	Δ Qtr
DODGE & COX	8/13/2026	10.9M	$4.3B	−3.87%
BLACKROCK, INC.	8/7/2026	10.4M	$4.1B	+2.14%
VANGUARD CAPITAL MANAGEMENT LLC	8/13/2026	7.8M	$3.1B	+0.06%
VANGUARD PORTFOLIO MANAGEMENT LLC	8/13/2026	5.8M	$2.3B	+0.18%
STATE STREET CORP	9/22/2026	5.5M	$2.2B	+0.07%
PZENA INVESTMENT MANAGEMENT LLC	8/7/2026	4.4M	$1.7B	−19.52%
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	8/3/2026	3.6M	$1.7B	−20.17%
EAGLE CAPITAL MANAGEMENT LLC	8/14/2026	3.8M	$1.5B	+29.65%
SESSA CAPITAL IM, L.P.	8/14/2026	3.7M	$1.5B	+0.00%
GEODE CAPITAL MANAGEMENT, LLC	8/12/2026	3.4M	$1.3B	+1.29%
JPMORGAN CHASE & CO	8/12/2026	3.2M	$1.3B	+6.60%
FMR LLC	8/13/2026	2.9M	$1.2B	+2.80%
CAPITAL INTERNATIONAL INVESTORS	8/12/2026	2.4M	$950.5M	+20.48%
GOLDMAN SACHS GROUP INC	8/14/2026	2.3M	$913.6M	+20.67%
NAYA CAPITAL MANAGEMENT UK LTD	8/14/2026	1.8M	$728.4M	+10.13%
NORGES BANK	8/12/2026	1.7M	$694.5M	—
INVESCO LTD.	8/14/2026	1.5M	$587.4M	−38.02%
SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P.	8/14/2026	1.4M	$544.5M	—
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	8/14/2026	1.4M	$544.5M	+6.54%
MORGAN STANLEY	8/13/2026	1.3M	$535.9M	−6.81%
DIMENSIONAL FUND ADVISORS LP	8/11/2026	1.1M	$445.8M	−7.36%
CAPITAL RESEARCH GLOBAL INVESTORS	8/12/2026	1.1M	$443.5M	+1.56%
NORTHERN TRUST CORP	8/13/2026	1.1M	$443.0M	−2.19%
SLATE PATH CAPITAL LP	8/14/2026	1.1M	$429.0M	+134.92%
UBS ASSET MANAGEMENT AMERICAS INC	8/13/2026	1.1M	$425.9M	−1.96%

Insider transactions

Insider	Type	Transacted	Price	Date
Hilzinger Kurt J	A-AWARD	238	—	Sep 30
Nundy Shantanu	A-AWARD	2.5K	—	Sep 1
Nundy Shantanu		0	—	Aug 31
Crawford Frederick John	A-AWARD	544	—	Aug 1
Smith Paul John	A-AWARD	544	—	Aug 1
Smith Paul John		0	—	Jul 28
Crawford Frederick John		0	—	Jul 28

Analyst consensus

Hold44 analysts

Bearish · 1 · Hold · 23 · Bullish · 20

Earnings history

	EPS	Estimate
Q3 2024	$4.16	$3.40	Beat
Q4 2024	$-2.16	$-2.23	Beat
Q1 2025	$11.58	$10.07	Beat
Q2 2025	$6.27	$5.92	Beat
Q3 2025	$3.24	$2.93	Beat
Q4 2025	$-3.96	$-4.00	Beat
Q1 2026	$10.31	$10.24	Beat
Q2 2026	$7.61	$7.27	Beat

Peers

Company overview

IPO dateDec 31, 1981

CEOJames A. Rechtin

Employees67,060

SectorHealthcare

IndustryMedical - Healthcare Plans

CountryUS

ExchangeNew York Stock Exchange

Websitewww.humana.com

Humana Inc., a prominent health and well-being enterprise, operates across the United States through its various subsidiary companies. Its operational structure is divided into three main segments: Retail, Group and Specialty, and Healthcare Services. The firm provides a wide array of medical and supplementary insurance plans directly to individual consumers. Furthermore, Humana collaborates with government entities; it holds a contract with the Centers for Medicare and Medicaid Services (CMS) to manage the Limited Income Newly Eligible Transition (LI NET) prescription drug program. The company also secures agreements with numerous states to deliver Medicaid, dual-eligible, and long-term care support benefits. For employer groups and individuals, Humana furnishes fully insured commercial medical and specialized health coverage, which encompasses dental, vision, and other ancillary health benefits. They additionally offer administrative services only (ASO) solutions and extend support to military personnel through contracts like the TRICARE T2017 East Region. Beyond insurance products, the company delivers comprehensive healthcare services directly. These include pharmacy management, provider network services, and a suite of home-based solutions such as home health care, serving both its own health plan enrollees and external clients. By the close of 2021 (December 31), Humana's reach extended to approximately 17 million individuals enrolled in its medical benefit plans and an additional 5 million utilizing its specialized product offerings. Established in 1961, Humana Inc. maintains its corporate headquarters in Louisville, Kentucky.

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