13FPulse
中
HU

HUM HUMANA INC

2026Q2 · CUSIP 444859102 · Sector: Financials

Piling in

Net holder growth ranks near the top of the market

Funds that own it
905
Institutions that reported holding it to the SEC
Net increase in holders
+124
Last quarter 781 → now 905
How unusual is that
Top 5%
Stronger buying than 99% of US stocks
What the filings say, in one paragraph

905 funds held HUM at the end of 2026Q2, up 124 from the quarter before. That is stronger buying than 98.7% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $137.2B(YoY +14.1%), the P/E is 40.9x, return on equity is 6.1%. HUM has had 26 buying rushes in its history, and the price moved +3.7% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Financials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=451 2013Q4: holders=477 2014Q1: holders=483 2014Q2: holders=488 2014Q3: holders=488 2014Q4: holders=536 2015Q1: holders=543 2015Q2: holders=598 2015Q3: holders=545 2015Q4: holders=561 2016Q1: holders=562 2016Q2: holders=573 2016Q3: holders=567 2016Q4: holders=590 2017Q1: holders=611 2017Q2: holders=633 2017Q3: holders=650 2017Q4: holders=687 2018Q1: holders=682 2018Q2: holders=701 2018Q3: holders=731 2018Q4: holders=745 2019Q1: holders=739 2019Q2: holders=715 2019Q3: holders=741 2019Q4: holders=803 2020Q1: holders=783 2020Q2: holders=834 2020Q3: holders=844 2020Q4: holders=863 2021Q1: holders=874 2021Q2: holders=889 2021Q3: holders=852 2021Q4: holders=930 2022Q1: holders=917 2022Q2: holders=955 2022Q3: holders=997 2022Q4: holders=1074 2023Q1: holders=1047 2023Q2: holders=1070 2023Q3: holders=1087 2023Q4: holders=1151 2024Q1: holders=1026 2024Q2: holders=979 2024Q3: holders=941 2024Q4: holders=879 2025Q1: holders=899 2025Q2: holders=880 2025Q3: holders=889 2025Q4: holders=862 2026Q1: holders=781 2026Q2: holders=905 -125 -62.5 +0 +62.5 +125 4058071209 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 26 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 5% — —
2025Q1 Top 20% +17.0% -4.7%
2023Q4 Top 10% -2.7% -3.2%
2023Q3 Top 20% -28.3% -30.4%
2023Q2 Top 10% +1.7% -26.1%
2022Q4 Top 5% +1.8% -2.7%
2022Q3 Top 5% -1.3% -0.5%
2022Q2 Top 5% +3.6% +2.3%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
322
Change in large funds
+42
Total value they hold
$47.0B
Funds buying for the first time
242
Funds that sold out entirely
118
Price change that quarter
+25.5%
Funds holding puts (bearish)
33
Funds holding calls (bullish)
27

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
40.9
EPS (TTM)
$9.37
EPS YoY
-33.9%
Revenue (TTM)
$137.2B
Revenue YoY
+14.1%
Net margin
0.8%
ROE
6.1%
Debt ratio
66.3%
FCF (TTM)
$1.3B
Dividend (TTM)
$3.54
Quarterly Revenue & EPS
2022-06-30: EPS 5.48 2022-09-30: EPS 9.39 2022-12-31: EPS -0.08 2023-03-31: EPS 9.87 2023-06-30: EPS 7.66 2023-09-30: EPS 6.71 2023-12-31: EPS -4.24 2024-03-31: EPS 6.11 2024-06-30: EPS 5.62 2024-09-30: EPS 3.98 2024-12-31: EPS -5.73 2025-03-31: EPS 10.30 2025-06-30: EPS 4.51 2025-09-30: EPS 1.62 2025-12-31: EPS -6.59 2026-03-31: EPS 9.83 0B 19.8B 39.6B $B -7.25 2.04 11.33 20162017201820192020202120222023202420252026 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 21 15 24 34 2023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-7.4B374M8.2B 20162017201820192020202120222023202420252026
Latest quarter $1.1B (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-03-31 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.