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NYSE · Health Care

HUMANA INC HUM

Humana Inc. provides medical and specialty insurance products in the United States. It operates in two segments, Insurance and CenterWell.

Sources StockAnalysis company profile stockanalysis.com
Medical Specialities

Company profile

Business mix

  • It operates in two segments, Insurance and CenterWell.
  • Its CenterWell segment operates full-service, value-based senior focused primary care centers under the Conviva Senior Primary Care and CenterWell Senior Primary Care brands.
  • The company was formerly known as Extendicare Inc. and changed its name to Humana Inc. in April 1974.
  • Humana Inc. was founded in 1961 and is headquartered in Louisville, Kentucky.

Current key questions

  • Can the company's products, services, or pipeline expand adoption within healthcare plans?
  • How do reimbursement, regulation, clinical data, patents, and commercial execution affect growth?
  • Can margins and cash flow improve while funding research, manufacturing, or go-to-market investment?
Holders 5 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 37.41 FCF 3.03% Buyback -0.01%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Sessa Capital 11.7% $646.4M 2026-03-31
Eagle Capital Management 1.7% $514.5M 2026-03-31
Glenview Capital Management Larry Robbins 1.5% $58.1M 2026-03-31
Soros Fund Management George Soros 0.1% $11.7M 2026-03-31
Duquesne Family Office Stanley Druckenmiller 0.7% $23,842 2026-03-31

Recent trading changes over the last 4 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 4 Last 4 13F filing periods
Net reducers 1 Last 4 13F filing periods
Unchanged holders 2 Share count unchanged
Increase amount $650.2M Estimated from net added shares
Reduction amount $30.6M Estimated from net reduced shares
Net share change / base shares +105.3% +3,711,212 / 3,523,643
Duquesne Family Office Stanley Druckenmiller 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$23,842
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +137,505 (New) Total shares 137,505 Value $23,842
Soros Fund Management George Soros 3 filing periods
13F 2025-09-30 Filed 2025-11-14
New Shares - 13F value change +$15.6M
13F 2025-12-31 Filed 2026-02-13
Major reduction Shares -15.7% 13F value change -$2.7M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 33.9% 13F value change -$1.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +67,644 (New) Total shares 67,644 Value $11.7M
Eagle Capital Management 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 25.6% 13F value change +$133.9M
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 0.4% 13F value change +$66.1M
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -17.9% 13F value change -$198.2M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -8.8% 13F value change -$319.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 3,143,287 Last 4 periods -176,213 (-5.6%) Total shares 2,967,074 Value $514.5M
Glenview Capital Management Larry Robbins 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$58.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +334,892 (New) Total shares 334,892 Value $58.1M
Sessa Capital 4 filing periods
13F 2025-06-30 Filed 2025-08-13
Major increase Shares 458.4% 13F value change +$418.6M
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 4.2% 13F value change +$56.5M
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 4.8% 13F value change +$18.2M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 60.8% 13F value change +$52.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 380,356 Last 4 periods +3,347,384 (+880.1%) Total shares 3,727,740 Value $646.4M
Ariel Investments John Rogers 3 filing periods
13F 2025-09-30 Filed 2025-11-14
New Shares - 13F value change +$22.9M
13F 2025-12-31 Filed 2026-02-13
Minor reduction Shares -5.9% 13F value change -$1.7M
13F 2026-03-31 Filed 2026-05-14
Sold out Shares -100.0% 13F value change -$21.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 0 Last 4 periods +0 (New) Total shares 0 Value $0
Davis Advisors Chris Davis 4 filing periods
13F 2025-03-31 Filed 2025-05-12
New Shares - 13F value change +$616.9M
13F 2025-06-30 Filed 2025-08-08
Major reduction Shares -29.1% 13F value change -$212.8M
13F 2025-09-30 Filed 2025-11-12
Major reduction Shares -76.7% 13F value change -$303.8M
13F 2025-12-31 Filed 2026-02-02
Sold out Shares -100.0% 13F value change -$100.3M
Settlement As of 13F 2025-12-31 · Filed 2026-02-02
Base shares 0 Last 4 periods +0 (New) Total shares 0 Value $0

Recent mentions

No public mentions.