Position in HUM
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$2,579,943
+$1,933,372 QoQ
Shares Held
6,495
+74.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#329
of 919 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HUM Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $32,594,540 across 7 Healthcare Plans names. HUM ranks #5 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
36,707 | $15,256,530 | |
| 2 | CVS |
CVS HEALTH Corp
|
48,048 | $4,970,565 | |
| 3 | ELV |
Elevance Health, Inc.
|
9,403 | $3,636,422 | |
| 4 | CI |
Cigna Group
|
12,551 | $3,460,059 | |
| 5 | HUM |
Humana Inc
This page
|
6,495 | $2,579,943 | |
| 6 | CNC |
Centene Corp
|
35,702 | $2,291,711 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
1,746 | $399,310 |
All Filings in HUM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,579,943 | 6,495 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $646,571 | 3,729 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,413,325 | 5,518 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,697,088 | 6,523 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $821,452 | 3,360 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $702,777 | 2,656 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $841,048 | 3,315 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,595,102 | 5,036 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $2,219,854 | 5,941 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,087,313 | 3,136 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,940,198 | 4,238 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,478,534 | 3,039 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,891,359 | 4,230 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,689,933 | 5,541 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $2,758,655 | 5,386 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $2,456,031 | 5,062 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,184,950 | 4,668 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $1,476,531 | 3,393 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $4,386,260 | 9,456 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,504,295 | 9,005 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,878,669 | 8,761 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $3,527,569 | 8,414 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $2,901,019 | 7,071 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $1,045,900 | 2,527 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $2,358,295 | 6,082 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $5,624,412 | 17,911 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||