Heartland Advisors’s Humana HUM Stock Holding History

Heartland Advisors’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	$3.7M	Sell	21,353 -2,535	-11%	-$520K	0.19%	180
2025 Q4	$6.12M	Buy	+23,888	New	+$6.26M	0.33%	122
2020 Q3	–	Sell	-1,726	Closed	-$669K	–	217
2020 Q2	$669K	Sell	1,726 -3,367	-66%	-$1.26M	0.06%	202
2020 Q1	$1.6M	Buy	5,093 +2,647	+108%	+$893K	0.17%	151
2019 Q4	$897K	Buy	2,446 +24	+1%	+$7.61K	0.07%	170
2019 Q3	$619K	Buy	2,422 +828	+52%	+$232K	0.05%	176
2019 Q2	$423K	Buy	+1,594	New	+$404K	0.03%	180
2014 Q3	–	Sell	-1,767	Closed	-$226K	–	254
2014 Q2	$226K	Sell	1,767 -94,499	-98%	-$11.2M	﹤0.01%	257
2014 Q1	$10.9M	Sell	96,266 -103,449	-52%	-$10.8M	0.19%	146
2013 Q4	$20.6M	Buy	199,715 +6,667	+3%	+$653K	0.36%	103
2013 Q3	$18M	Sell	193,048 -4,078	-2%	-$374K	0.33%	113
2013 Q2	$16.6M	Buy	+197,126	New	+$15.6M	0.31%	123

Other funds holding HUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Heartland Advisors's HUM Position: Q1 2026 in Review

Heartland Advisors reduced its Humana (HUM) stake by 11% in Q1 2026, selling an estimated $520K and leaving 21,353 shares worth $3.7M. The position accounts for 0.19% of the portfolio, ranked #180.

Heartland Advisors first reported a position in HUM in Q2 2013 and has held it in 12 quarters since. The position peaked at $20.6M in Q4 2013. 779 funds tracked by Wall St. Rank hold HUM as of Q1 2026.

Heartland Advisors held 21,353 shares of Humana worth $3.7M as of Q1 2026.
Heartland Advisors sold 2,535 Humana shares in Q1 2026, an estimated $520K.
Humana made up 0.19% of Heartland Advisors's portfolio in Q1 2026, its #180 holding.
Heartland Advisors first reported a position in Humana in Q2 2013 and has held it in 12 quarters since.
Heartland Advisors's Humana position peaked at $20.6M in Q4 2013.
779 funds tracked by Wall St. Rank held Humana as of Q1 2026.

Based on Heartland Advisors's 13F filing for Q1 2026, filed 6 May 2026.