Humana Inc (HUM) Institutional Holdings & 13F Data (Q2 2026)

HUM ranks #522 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

HUM is a top-conviction position for Naya Capital Management UK LTD — at 35.0% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in HUM belongs to Dodge & Cox, but the position matters far more to Naya Capital Management UK LTD, who has 35.0% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Assenagon Asset Management S.A. has added to its HUM position for two straight quarters, increasing it by $477.9M to reach $479.1M today.

Chiron Capital Management, LLC has trimmed its HUM position for two straight quarters, cutting it by $776.3K while still holding $229.7K.

HUM is down 4.4% today, but institutions show net buying of $19.0B this quarter — a divergence between today's price move and the underlying institutional flow.

HUM posted net income of $1.1B over the trailing twelve months.

• Profitable — net income of $1.1B over the trailing twelve months
• Revenue grew 14.1% year over year
• Net income declined year over year, from $1.7B to $1.1B
• Generated $921.0M in positive operating cash flow
• Current ratio of 2.00x — enough short-term assets to cover short-term liabilities
• Liabilities run 1.77x equity — within a conventional range