Position in HUM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$23,445,910
+$16,965,979 QoQ
Shares Held
59,025
+57.9% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#138
of 919 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in HUM Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Creative Planning holds $303,589,088 across 11 Healthcare Plans names. HUM ranks #5 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
349,810 | $145,391,529 | |
| 2 | CVS |
CVS HEALTH Corp
|
332,113 | $34,357,089 | |
| 3 | CI |
Cigna Group
|
108,989 | $30,046,086 | |
| 4 | CNC |
Centene Corp
|
460,329 | $29,548,517 | |
| 5 | HUM |
Humana Inc
This page
|
59,025 | $23,445,910 | |
| 6 | ELV |
Elevance Health, Inc.
|
51,889 | $20,067,032 | |
| 7 | MOH |
Molina Healthcare, Inc.
|
58,051 | $13,276,262 | |
| 8 | PGNY |
Progyny, Inc.
|
96,672 | $2,787,053 |
All Filings in HUM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,445,910 | 59,025 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $6,479,931 | 37,372 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $8,246,873 | 32,198 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,310,443 | 35,786 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,647,822 | 31,282 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $6,847,318 | 25,878 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,748,561 | 22,658 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $7,679,360 | 24,245 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $9,908,440 | 26,518 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $7,992,935 | 23,053 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $12,402,987 | 27,092 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $12,874,291 | 26,462 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $10,110,949 | 22,613 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $9,028,584 | 18,598 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $9,288,565 | 18,135 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $7,559,260 | 15,580 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $7,039,304 | 15,039 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,500,072 | 8,043 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,773,037 | 8,134 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,146,277 | 8,085 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $3,828,199 | 8,647 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $4,135,901 | 9,865 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $3,924,642 | 9,566 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $2,835,974 | 6,852 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $2,107,809 | 5,436 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $1,626,309 | 5,179 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||