LPL Financial
HUM icon

LPL Financial’s Humana HUM Stock Holding History

LPL Financial’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
2024
Q3 		– Sell
-600
Closed -$224K – 5228
2024
Q2 		$224K Buy
+600
New +$203K ﹤0.01% 4482
2023
Q3 		– Sell
-1,100
Closed -$492K – 4745
2023
Q2 		$492K Buy
+1,100
New +$554K ﹤0.01% 3458

Other funds holding HUM

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

LPL Financial's HUM Position: Q1 2026 in Review

LPL Financial reduced its Humana (HUM) stake by 17% in Q1 2026, selling an estimated $1.34M and leaving 31,136 shares worth $5.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2549.

LPL Financial first reported a position in HUM in Q2 2013 and has held it in 52 quarters since. The position peaked at $29.2M in Q4 2022. 779 funds tracked by Wall St. Rank hold HUM as of Q1 2026.

  • LPL Financial held 31,136 shares of Humana worth $5.4M as of Q1 2026.
  • LPL Financial sold 6,547 Humana shares in Q1 2026, an estimated $1.34M.
  • Humana made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2549 holding.
  • LPL Financial first reported a position in Humana in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's Humana position peaked at $29.2M in Q4 2022.
  • 779 funds tracked by Wall St. Rank held Humana as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.