HOTCHKIS & WILEY's HUM Position Overview
HOTCHKIS & WILEY (via Hotchkis & Wiley Capital Management LLC) currently holds 1.36 M shares of Humana Inc. (HUM) worth $354.46 M, representing 1.10% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, HOTCHKIS & WILEY has maintained a long-term strategic position in HUM, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2013, adding 1.33 M shares. Largest reduction occurred in Q4 2014, reducing 713,548 shares.
Analysis based on 13F filings available since 2013 Q2
HOTCHKIS & WILEY's Humana (HUM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Humana (HUM) Trades by HOTCHKIS & WILEY
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +1.57 M | Add 0.00% | 1.57 M | $84.38 |
| Q3 2013 | +1.33 M | Add 84.58% | 2.91 M | $93.33 |
| Q4 2013 | -85,621 | Reduce 2.95% | 2.82 M | $103.22 |
| Q1 2014 | +596,312 | Add 21.15% | 3.42 M | $112.72 |
| Q2 2014 | -24,839 | Reduce 0.73% | 3.39 M | $127.72 |
| Q3 2014 | -311,701 | Reduce 9.19% | 3.08 M | $130.29 |
| Q4 2014 | -713,548 | Reduce 23.17% | 2.37 M | $143.63 |
| Q1 2015 | -680,169 | Reduce 28.75% | 1.69 M | $178.02 |
| Q2 2015 | -677,133 | Reduce 40.17% | 1.01 M | $191.28 |
| Q3 2015 | +9,600 | Add 0.95% | 1.02 M | $179.00 |
| Q4 2015 | -31,255 | Reduce 3.07% | 987,067 | $178.51 |
| Q1 2016 | -14,282 | Reduce 1.45% | 972,785 | $182.95 |
| Q2 2016 | -7,826 | Reduce 0.80% | 964,959 | $179.88 |
| Q3 2016 | -437,414 | Reduce 45.33% | 527,545 | $176.89 |
| Q4 2016 | -527,545 | Sold Out | 527,545 | $0.00 |
| Q2 2020 | +195,240 | New Buy | 195,240 | $387.75 |
| Q3 2020 | -140 | Reduce 0.07% | 195,100 | $413.89 |
| Q4 2020 | -3,300 | Reduce 1.69% | 191,800 | $410.27 |
| Q1 2021 | +108,260 | Add 56.44% | 300,060 | $419.25 |
| Q2 2021 | -3,900 | Reduce 1.30% | 296,160 | $442.72 |
| Q3 2021 | -340 | Reduce 0.11% | 295,820 | $389.15 |
| Q4 2021 | -1,775 | Reduce 0.60% | 294,045 | $463.86 |
| Q1 2022 | +50,450 | Add 17.16% | 344,495 | $435.17 |
| Q2 2022 | -9,100 | Reduce 2.64% | 335,395 | $468.07 |
| Q3 2022 | -77,930 | Reduce 23.24% | 257,465 | $485.19 |
| Q4 2022 | -68,920 | Reduce 26.77% | 188,545 | $512.19 |
| Q1 2023 | +1,240 | Add 0.66% | 189,785 | $485.46 |
| Q2 2023 | -27,500 | Reduce 14.49% | 162,285 | $447.13 |
| Q3 2023 | -1,200 | Reduce 0.74% | 161,085 | $486.52 |
| Q4 2023 | -161,085 | Sold Out | 161,085 | $0.00 |
| Q1 2024 | +518,405 | New Buy | 518,405 | $346.72 |
| Q2 2024 | +60,087 | Add 11.59% | 578,492 | $373.65 |
| Q3 2024 | -73,150 | Reduce 12.64% | 505,342 | $316.74 |
| Q4 2024 | +711,981 | Add 140.89% | 1.22 M | $253.71 |
| Q1 2025 | +19,613 | Add 1.61% | 1.24 M | $264.60 |
| Q2 2025 | +151,510 | Add 12.25% | 1.39 M | $244.48 |
| Q3 2025 | -26,022 | Reduce 1.87% | 1.36 M | $260.17 |
HOTCHKIS & WILEY's Humana Investment FAQs
HOTCHKIS & WILEY first purchased Humana Inc. (HUM) in Q2 2013, acquiring 1,574,100 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
HOTCHKIS & WILEY has held Humana Inc. (HUM) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
HOTCHKIS & WILEY's largest addition to Humana Inc. (HUM) was in Q2 2013, adding 1,574,100 shares worth $132.82 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, HOTCHKIS & WILEY's firm, Hotchkis & Wiley Capital Management LLC, owns 1,362,424 shares of Humana Inc. (HUM), valued at approximately $354.46 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Humana Inc. (HUM) represents approximately 1.10% of HOTCHKIS & WILEY's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
HOTCHKIS & WILEY's peak holding in Humana Inc. (HUM) was 3,416,112 shares, as reported at the end of Q1 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.