Investigate / reported ownership
HUM
Humana Inc
3 tracked reported owners · snapshot updated 2026-10-04. Delayed disclosures, not live holdings or an investment recommendation.
Who reports owning HUM?
Select a manager to inspect their portfolio. Reports may cover different quarters; portfolio weights describe disclosed long 13F holdings, not total economic exposure.
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Dodge & Cox Funds | 2.3% | 9q | $4.35B | 10,940,380 |
| 2 | Richard Pzena | 5.1% | 19q | $1.75B | 4,403,136 |
| 3 | Joel Greenblatt | 0.1% | 38q | $178M | 449,022 |
Go beyond ownership.
Humana offers medical and specialty insurance through provider networks, along with pharmacy, primary-care, home and population-health services. Insurance products serve Medicare and state-based contract beneficiaries, individuals and employers; the segment also includes pharmacy-benefit management.
Question to investigate: Can Humana set premiums and manage care costs accurately enough to earn adequate margins on fixed-price annual contracts?
Company research reviewed 2026-10-03; a dated source-linked starting point, not the investors’ stated reasons.
Understand the business and investment case →Filing dates and original SEC sources
Reported position changes
Net disclosed share changes—not individual trades or execution dates. NEW has no prior-position percentage comparison; EXIT weight refers to the previous report.
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Stanley Druckenmiller | EXIT | 0.8% | -100% | $0 | Aug 14, 2026 |
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Long US 13F disclosures omit shorts and can be amended. CUSIP 444859102. No current price, valuation or manager motive is inferred.