Bank of Montreal
HUM icon

Bank of Montreal’s Humana HUM Stock Holding History

Bank of Montreal’s Portfolio HUM Stock Details HUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.6M Buy
+15,000
New +$3.07M ﹤0.01% 1561
2019
Q2 		– Sell
-3,400
Closed -$904K – 4959
2019
Q1 		$904K Buy
+3,400
New +$980K ﹤0.01% 2059
2015
Q3 		– Sell
-8,700
Closed -$1.66M – 4065
2015
Q2 		$1.66M Buy
+8,700
New +$1.61M ﹤0.01% 1453

Other funds holding HUM

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Bank of Montreal's HUM Position: Q1 2026 in Review

Bank of Montreal reduced its Humana (HUM) stake by 1.6% in Q1 2026, selling an estimated $589K and leaving 173,593 shares worth $30.1M. The position accounts for 0.01% of the portfolio, ranked #695.

Bank of Montreal first reported a position in HUM in Q2 2013 and has held it in 52 quarters since. The position peaked at $251M in Q4 2020. 781 funds tracked by Wall St. Rank hold HUM as of Q1 2026.

  • Bank of Montreal held 173,593 shares of Humana worth $30.1M as of Q1 2026.
  • Bank of Montreal sold 2,872 Humana shares in Q1 2026, an estimated $589K.
  • Humana made up 0.01% of Bank of Montreal's portfolio in Q1 2026, its #695 holding.
  • Bank of Montreal first reported a position in Humana in Q2 2013 and has held it in 52 quarters since.
  • Bank of Montreal's Humana position peaked at $251M in Q4 2020.
  • 781 funds tracked by Wall St. Rank held Humana as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.