Guru Ownership Trend
Guru Analysis for Humana Inc. (HUM)
Humana Inc. (HUM), a key player in the Healthcare sector, continues to attract institutional attention.
As of Q1 2026, a total of 15 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.51 B.
Top institutional holders include Richard Pzena and HOTCHKIS & WILEY.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $373.52 M net inflow during the quarter.
Recent activity highlights Diamond Hill Capital who increased their stake by 252.2%. Conversely, Joel Greenblatt reduced exposure by 92.3%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Humana Inc. (HUM)
Major holders include Richard Pzena ($948.61 M), HOTCHKIS & WILEY ($278.99 M), Larry Robbins ($58.07 M). According to the latest reported data, 15 tracked investment managers collectively hold approximately 8.24 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $373.52 M, with 11 managers increasing positions and 6 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 3 fully exited HUM. The total reported sell value was $46.56 M.
Yes, 5 managers opened new positions in HUM, and 6 increased their existing holdings. The total reported buy value was $420.07 M.
