Richard Pzena’s Humana HUM Stock Holding History

Richard Pzena’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 Q3	$1.39B	Sell	3,649,346 -753,790	-17%	-$293M	4.08%	4
2026 Q2	$1.75B	Sell	4,403,136 -1,067,846	-20%	-$304M	5.13%	2
2026 Q1	$949M	Buy	5,470,982 +1,398,774	+34%	+$287M	3.08%	7
2025 Q4	$1.04B	Buy	4,072,208 +41,125	+1%	+$10.8M	3.12%	9
2025 Q3	$1.05B	Sell	4,031,083 -45,584	-1%	-$12M	3.39%	8
2025 Q2	$997M	Buy	4,076,667 +247,744	+6%	+$61.8M	3.24%	9
2025 Q1	$1.01B	Buy	3,828,923 +219,541	+6%	+$59.4M	3.54%	7
2024 Q4	$916M	Buy	3,609,382 +1,103,132	+44%	+$296M	3.12%	9
2024 Q3	$794M	Buy	2,506,250 +187,903	+8%	+$66.9M	2.56%	16
2024 Q2	$866M	Buy	2,318,347 +1,955,375	+539%	+$660M	3.05%	11
2024 Q1	$126M	Buy	362,972 +361,993	+36,976%	+$137M	0.43%	46
2023 Q4	$448K	Buy	979 +179	+22%	+$88.2K	﹤0.01%	151
2023 Q3	$389K	Buy	+800	New	+$376K	﹤0.01%	149
2023 Q2	–	Sell	-476	Closed	-$231K	–	166
2023 Q1	$231K	Buy	+476	New	+$235K	﹤0.01%	160
2022 Q4	–	Sell	-844	Closed	-$410K	–	184
2022 Q3	$410K	Hold	844	–	–	﹤0.01%	155
2022 Q2	$395K	Hold	844	–	–	﹤0.01%	150
2022 Q1	$367K	Hold	844	–	–	﹤0.01%	165
2021 Q4	$391K	Sell	844 -597	-41%	-$264K	﹤0.01%	162
2021 Q3	$561K	Buy	+1,441	New	+$612K	﹤0.01%	147
2020 Q1	–	Sell	-2,105	Closed	-$772K	–	177
2019 Q4	$772K	Buy	+2,105	New	+$668K	﹤0.01%	159

Other funds holding HUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Richard Pzena's HUM Position: Q3 2026 in Review

Richard Pzena reduced its Humana (HUM) stake by 17% in Q3 2026, selling an estimated $293M and leaving 3,649,346 shares worth $1.39B. The position accounts for 4.08% of the portfolio, ranked #4.

Richard Pzena first reported a position in HUM in Q4 2019 and has held it in 20 quarters since. The position peaked at $1.75B in Q2 2026. 578 funds tracked by Wall St. Rank hold HUM as of Q3 2026.

Richard Pzena held 3,649,346 shares of Humana worth $1.39B as of Q3 2026.
Richard Pzena sold 753,790 Humana shares in Q3 2026, an estimated $293M.
Humana made up 4.08% of Richard Pzena's portfolio in Q3 2026, its #4 holding.
Richard Pzena first reported a position in Humana in Q4 2019 and has held it in 20 quarters since.
Richard Pzena's Humana position peaked at $1.75B in Q2 2026.
578 funds tracked by Wall St. Rank held Humana as of Q3 2026.

Based on Pzena Investment Management's 13F filing for Q3 2026, filed 30 Oct 2026.