Humana Inc.
BG ˙ BUL ˙ US4448591028
DETTE SYMBOL ER IKKE LÆNGERE AKTIVT
SecurityBG:HUM / Humana Inc.
InstitutionCreative Planning
Latest Disclosed Ownership37,372 shares
Latest Disclosed Value $ 6,479,884
Creative Planning reports 16.07% increase in ownership of HUM / Humana Inc.

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 37,372 shares of Humana Inc. (BG:HUM) valued at $6,479,884 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 32,198 shares of Humana Inc.. This represents a change in shares of 16.07% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F HUMANA COM 444859102 37,372 5,174 16.07 6,480 -21.43 0.0043
2026-02-17 2025-12-31 13F HUMANA COM 444859102 32,198 -3,588 -10.03 8,247 -11.43 0.0059
2025-11-14 2025-09-30 13F HUMANA COM 444859102 35,786 4,504 14.40 9,310 21.75 0.0071
2025-08-08 2025-06-30 13F HUMANA COM 444859102 31,282 5,404 20.88 7,648 11.68 0.0065
2025-05-15 2025-03-31 13F HUMANA COM 444859102 25,878 3,220 14.21 6,847 19.12 0.0064
2025-02-14 2024-12-31 13F HUMANA COM 444859102 22,658 -1,587 -6.55 5,749 -25.15 0.0056
2024-10-11 2024-09-30 13F HUMANA COM 444859102 24,245 -2,273 -8.57 7,680 -22.50 0.0076
2024-08-15 2024-06-30 13F HUMANA COM 444859102 26,518 3,465 15.03 9,909 23.96 0.0106
2024-05-13 2024-03-31 13F HUMANA COM 444859102 23,053 -4,039 -14.91 7,993 -35.55 0.0089
2024-02-14 2023-12-31 13F HUMANA COM 444859102 27,092 630 2.38 12,403 -3.67 0.0230
2023-11-16 2023-09-30 13F HUMANA COM 444859102 26,462 3,849 17.02 12,874 27.33 0.0172
2023-07-21 2023-06-30 13F HUMANA COM 444859102 22,613 4,015 21.59 10,111 12.00 0.0135
2023-05-15 2023-03-31 13F HUMANA COM 444859102 18,598 463 2.55 9,028 -2.80 0.0130
2023-02-10 2022-12-31 13F HUMANA COM 444859102 18,135 2,555 16.40 9,289 22.87 0.0140
2022-11-03 2022-09-30 13F HUMANA COM 444859102 15,580 541 3.60 7,559 7.39 0.0131
2022-08-15 2022-06-30 13F HUMANA COM 444859102 15,039 6,996 86.98 7,039 101.11 0.0116
2022-05-16 2022-03-31 13F HUMANA COM 444859102 8,043 -91 -1.12 3,500 -7.24 0.0054
2022-02-11 2021-12-31 13F HUMANA COM 444859102 8,134 49 0.61 3,773 19.93 0.0061
2021-11-10 2021-09-30 13F HUMANA COM 444859102 8,085 -562 -6.50 3,146 -17.82 0.0056
2021-08-04 2021-06-30 13F HUMANA COM 444859102 8,647 -1,218 -12.35 3,828 -7.45 0.0068
2021-04-30 2021-03-31 13F CreativePlanning COM 444859102 9,865 299 3.13 4,136 5.40 0.0083
2021-01-29 2020-12-31 13F HUMANA COM 444859102 9,566 2,714 39.61 3,924 38.36 0.0086
2020-11-05 2020-09-30 13F HUMANA COM 444859102 6,852 1,416 26.05 2,836 34.54 0.0074
2020-07-23 2020-06-30 13F HUMANA COM 444859102 5,436 257 4.96 2,108 29.64 0.0061
2020-05-05 2020-03-31 13F HUMANA COM 444859102 5,179 52 1.01 1,626 -13.46 0.0058
2020-01-30 2019-12-31 13F HUMANA COM 444859102 5,127 189 3.83 1,879 48.89 0.0056
2019-11-01 2019-09-30 13F HUMANA COM 444859102 4,938 -1,030 -17.26 1,262 -20.28 0.0041
2019-07-26 2019-06-30 13F HUMANA COM 444859102 5,968 -228 -3.68 1,583 -3.94 0.0053
2019-04-24 2019-03-31 13F HUMANA COM 444859102 6,196 -342 -5.23 1,648 -12.01 0.0059
2019-02-12 2018-12-31 13F/A-1 HUMANA COM 444859102 6,538 1,418 27.70 1,873 8.08 0.0077
2019-02-01 2018-12-31 13F HUMANA COM 444859102 6,538 1,418 1,873
2018-10-25 2018-09-30 13F HUMANA COM 444859102 5,120 -822 -13.83 1,733 -2.04 0.0064
2018-07-20 2018-06-30 13F HUMANA COM 444859102 5,942 80 1.36 1,769 12.25 0.0069
2018-04-18 2018-03-31 13F HUMANA COM 444859102 5,862 -2 -0.03 1,576 8.32 0.0064
2018-01-17 2017-12-31 13F HUMANA COM 444859102 5,864 977 19.99 1,455 22.17 0.0063
2017-10-17 2017-09-30 13F HUMANA COM 444859102 4,887 13 0.27 1,191 1.53 0.0055
2017-07-12 2017-06-30 13F HUMANA COM 444859102 4,874 15 0.31 1,173 17.07 0.0059
2017-04-07 2017-03-31 13F HUMANA COM 444859102 4,859 -1,527 -23.91 1,002 -23.10 0.0055
2017-01-09 2016-12-31 13F HUMANA COM 444859102 6,386 -788 -10.98 1,303 2.68 0.0079
2016-10-12 2016-09-30 13F HUMANA COM 444859102 7,174 619 9.44 1,269 7.63 0.0081
2016-07-12 2016-06-30 13F HUMANA COM 444859102 6,555 -92 -1.38 1,179 -3.04 0.0085
2016-04-08 2016-03-31 13F HUMANA COM 444859102 6,647 -145 -2.13 1,216 0.33 0.0095
2016-01-11 2015-12-31 13F HUMANA COM 444859102 6,792 1,105 19.43 1,212 19.06 0.0100
2015-10-09 2015-09-30 13F HUMANA COM 444859102 5,687 5,687 0.00 1,018 0.0090
2015-07-09 2015-06-30 13F HUMANA COM 444859102 0 -4,750 -100.00 0 -100.00
2015-04-13 2015-03-31 13F HUMANA COM 444859102 4,750 4,750 0.00 846 0.0080
2015-01-29 2014-12-31 13F HUMANA COM 444859102 0 -4,616 -100.00 0 -100.00
2014-10-10 2014-09-30 13F HUMANA COM 444859102 4,616 734 18.91 601 21.17 0.0070
2014-08-20 2014-06-30 13F HUMANA COM 444859102 3,882 48 1.25 496 14.81 0.0064
2014-04-11 2014-03-31 13F HUMANA COM 444859102 3,834 -1,682 -30.49 432 -24.08 0.0065
2014-01-06 2013-12-31 13F HUMANA COM 444859102 5,516 -1,722 -23.79 569 -15.83 0.0097
2013-10-10 2013-09-30 13F HUMANA COM 444859102 7,238 1,155 18.99 676 31.77 0.0134
2013-07-09 2013-06-30 13F HUMANA COM 444859102 6,083 6,083 513 0.0119
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.