HUM
Humana HUMANA INC
+2.10 (+0.55%)386.83USD264K成交股數46.4B市值41.3本益比(近四季)0.3股價營收比+23.5%營收年增(近四季)2026-11-06下次財報
內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報
買賣點與股價近一年
● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。
統計
| 近 90 天 買進筆數 · 金額 · 人數 | 0 · 0 · 0 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 0 · 0 · 0 |
| 其中 10b5-1 計畫賣出 | 0 筆 |
| 近 180 天 買進 · 賣出金額 | 0 · 0 |
| 近 180 天 淨額 | 0 |
公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。
10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。
| 交易日 | 申報日 | 申報人 | 職稱 | 代碼 | 股數 | 價格 | 金額 | 交易後持股 | 原件 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-09-01 | 09-03 | Nundy Shantanu | Chief Medical Officer | A 獲配股票 | 2.5K | – | – | 2.5K | SEC |
| 2026-08-01 | 08-04 | Smith Paul John | Director | A 獲配股票 | 544 | – | – | 544 | SEC |
| 2026-08-01 | 08-04 | Crawford Frederick John | Director | A 獲配股票 | 544 | – | – | 544 | SEC |
| 2026-05-01 | 05-05 | Dintenfass David | President, Enterprise Growth | A 獲配股票 | 11.3K | – | – | 25.4K | SEC |
| 2026-05-01 | 05-05 | Field Robert Stuart | Director | A 獲配股票 | 852 | – | – | 852 | SEC |
| 2026-05-01 | 05-05 | Rechtin James A. | President & CEO | A 獲配股票 | 35.6K | – | – | 63.9K | SEC |
| 2026-05-01 | 05-05 | Ventura Joseph C | Chief Legal Officer | A 獲配股票 | 10.3K | – | – | 27.4K | SEC |
| 2026-05-01 | 05-05 | O'Hara Michelle A. | Chief Human Resources Officer | A 獲配股票 | 10.5K | – | – | 20.0K | SEC |
| 2026-05-01 | 05-05 | Shetty Sanjay K | President, CenterWell | A 獲配股票 | 9.9K | – | – | 22.1K | SEC |
| 2026-05-01 | 05-05 | Mehta Japan | Chief Information Officer | A 獲配股票 | 9.4K | – | – | 17.2K | SEC |
| 2026-05-01 | 05-05 | Mellet Celeste | Chief Financial Officer | A 獲配股票 | 15.4K | – | – | 39.6K | SEC |
| 2026-05-01 | 05-05 | Martin Aaron | President, Medicare Advantage | A 獲配股票 | 8.2K | – | – | 25.2K | SEC |
| 2026-04-01 | 04-03 | Shetty Sanjay K | President, CenterWell | M 選擇權執行 | 887 | – | – | 12.5K | SEC |
| 2026-04-01 | 04-03 | Shetty Sanjay K | President, CenterWell | F 繳稅扣股 | 401 | 175.44 | 70K | 12.1K | SEC |
| 2026-02-24 | 02-26 | Renaudin George II | President, Insurance | M 選擇權執行 | 1.0K | – | – | 16.5K | SEC |
| 2026-02-24 | 02-26 | Renaudin George II | President, Insurance | F 繳稅扣股 | 419 | 177.08 | 74K | 16.1K | SEC |
| 2026-02-24 | 02-26 | Ventura Joseph C | Chief Legal Officer | M 選擇權執行 | 1.0K | – | – | 17.6K | SEC |
| 2026-02-24 | 02-26 | Ventura Joseph C | Chief Legal Officer | F 繳稅扣股 | 478 | 177.08 | 85K | 17.1K | SEC |
| 2026-02-24 | 02-25 | Felter John-Paul W. | SVP, Chief Accting Off & Cont. | F 繳稅扣股 | 84 | 177.08 | 15K | 7.5K | SEC |
| 2026-02-24 | 02-25 | Felter John-Paul W. | SVP, Chief Accting Off & Cont. | M 選擇權執行 | 165 | – | – | 7.6K | SEC |
| 2026-02-23 | 02-25 | Shetty Sanjay K | President, CenterWell | P 公開市場買進 | 810 | 185.21 | 150K | 11.7K | SEC |
| 2026-02-23 | 02-25 | Felter John-Paul W. | SVP, Chief Accting Off & Cont. | A 獲配股票 | 5.7K | – | – | 7.4K | SEC |
| 2026-02-21 | 02-24 | Dintenfass David | President, Enterprise Growth | F 繳稅扣股 | 1.2K | 189.66 | 224K | 14.1K | SEC |
| 2026-02-21 | 02-24 | Dintenfass David | President, Enterprise Growth | M 選擇權執行 | 3.9K | – | – | 15.3K | SEC |
| 2026-02-13 | 02-18 | Mehta Japan | Chief Information Officer | M 選擇權執行 | 1.7K | – | – | 8.2K | SEC |
| 2026-02-13 | 02-18 | Mehta Japan | Chief Information Officer | F 繳稅扣股 | 430 | 181.46 | 78K | 7.7K | SEC |
| 2026-02-13 | 02-18 | Mellet Celeste | Chief Financial Officer | M 選擇權執行 | 7.8K | – | – | 28.5K | SEC |
| 2026-02-13 | 02-18 | Mellet Celeste | Chief Financial Officer | F 繳稅扣股 | 4.2K | 181.46 | 763K | 24.3K | SEC |
| 2026-02-12 | 02-17 | Martin Aaron | President, Medicare Advantage | A 獲配股票 | 17.0K | – | – | 17.0K | SEC |
| 2026-01-08 | 01-12 | Rechtin James A. | President & CEO | F 繳稅扣股 | 980 | 279.15 | 274K | 28.3K | SEC |
| 2026-01-08 | 01-12 | Rechtin James A. | President & CEO | M 選擇權執行 | 2.2K | – | – | 29.3K | SEC |
| 2026-01-02 | 01-05 | Feinberg David T | Director | A 獲配股票 | 766 | – | – | 1.2K | SEC |
| 2026-01-02 | 01-05 | Mesquita Jorge S. | Director | A 獲配股票 | 766 | – | – | 4.1K | SEC |
| 2026-01-01 | 01-05 | O'Hara Michelle A. | Chief Human Resources Officer | F 繳稅扣股 | 1.1K | 258.87 | 283K | 9.5K | SEC |
| 2026-01-01 | 01-05 | O'Hara Michelle A. | Chief Human Resources Officer | M 選擇權執行 | 2.4K | – | – | 10.6K | SEC |
| 2025-12-15 | 12-17 | Rechtin James A. | President & CEO | M 選擇權執行 | 7.7K | – | – | 30.5K | SEC |
| 2025-12-15 | 12-17 | Mehta Japan | Chief Information Officer | F 繳稅扣股 | 470 | 270.16 | 127K | 8.2K | SEC |
| 2025-12-15 | 12-17 | Renaudin George II | President, Insurance | M 選擇權執行 | 2.1K | – | – | 16.1K | SEC |
| 2025-12-15 | 12-17 | Dintenfass David | President, Enterprise Growth | M 選擇權執行 | 2.0K | – | – | 16.2K | SEC |
| 2025-12-15 | 12-17 | Rechtin James A. | President & CEO | F 繳稅扣股 | 3.4K | 270.16 | 911K | 27.1K | SEC |
| 2025-12-15 | 12-17 | Mellet Celeste | Chief Financial Officer | M 選擇權執行 | 2.1K | – | – | 29.7K | SEC |
| 2025-12-15 | 12-17 | Shetty Sanjay K | President, CenterWell | M 選擇權執行 | 308 | – | – | 11.0K | SEC |
| 2025-12-15 | 12-17 | Shetty Sanjay K | President, CenterWell | F 繳稅扣股 | 888 | 270.16 | 240K | 10.7K | SEC |
| 2025-12-15 | 12-17 | Shetty Sanjay K | President, CenterWell | M 選擇權執行 | 2.0K | – | – | 11.6K | SEC |
| 2025-12-15 | 12-17 | Renaudin George II | President, Insurance | F 繳稅扣股 | 142 | 270.16 | 38K | 15.5K | SEC |
| 2025-12-15 | 12-17 | Renaudin George II | President, Insurance | M 選擇權執行 | 360 | – | – | 15.6K | SEC |
| 2025-12-15 | 12-17 | Renaudin George II | President, Insurance | F 繳稅扣股 | 830 | 270.16 | 224K | 15.2K | SEC |
| 2025-12-15 | 12-17 | Mehta Japan | Chief Information Officer | M 選擇權執行 | 1.2K | – | – | 8.6K | SEC |
| 2025-12-15 | 12-17 | Felter John-Paul W. | SVP, Chief Accting Off & Cont. | F 繳稅扣股 | 53 | 270.16 | 14K | 1.7K | SEC |
| 2025-12-15 | 12-17 | Felter John-Paul W. | SVP, Chief Accting Off & Cont. | M 選擇權執行 | 115 | – | – | 1.8K | SEC |
| 2025-12-15 | 12-17 | Felter John-Paul W. | SVP, Chief Accting Off & Cont. | F 繳稅扣股 | 209 | 270.16 | 56K | 1.7K | SEC |
| 2025-12-15 | 12-17 | Felter John-Paul W. | SVP, Chief Accting Off & Cont. | M 選擇權執行 | 455 | – | – | 1.9K | SEC |
| 2025-12-15 | 12-17 | O'Hara Michelle A. | Chief Human Resources Officer | F 繳稅扣股 | 632 | 270.16 | 171K | 10.6K | SEC |
| 2025-12-15 | 12-17 | Shetty Sanjay K | President, CenterWell | F 繳稅扣股 | 139 | 270.16 | 38K | 10.8K | SEC |
| 2025-12-15 | 12-17 | O'Hara Michelle A. | Chief Human Resources Officer | M 選擇權執行 | 1.4K | – | – | 11.3K | SEC |
| 2025-12-15 | 12-17 | Ventura Joseph C | Chief Legal Officer | F 繳稅扣股 | 164 | 270.16 | 44K | 16.5K | SEC |
| 2025-12-15 | 12-17 | Ventura Joseph C | Chief Legal Officer | M 選擇權執行 | 360 | – | – | 16.7K | SEC |
| 2025-12-15 | 12-17 | Dintenfass David | President, Enterprise Growth | F 繳稅扣股 | 918 | 270.16 | 248K | 15.3K | SEC |
| 2025-12-15 | 12-17 | Ventura Joseph C | Chief Legal Officer | F 繳稅扣股 | 933 | 270.16 | 252K | 16.3K | SEC |
| 2025-12-15 | 12-17 | Ventura Joseph C | Chief Legal Officer | M 選擇權執行 | 2.0K | – | – | 17.3K | SEC |
| 2025-12-15 | 12-17 | Mellet Celeste | Chief Financial Officer | F 繳稅扣股 | 1.2K | 270.16 | 330K | 28.5K | SEC |
| 2025-11-01 | 11-04 | Smith Gordon | Director | M 選擇權執行 | 765 | – | – | 765 | SEC |
| 2025-10-01 | 10-03 | Renaudin George II | President, Insurance | M 選擇權執行 | 609 | – | – | 16.3K | SEC |
| 2025-10-01 | 10-03 | Renaudin George II | President, Insurance | F 繳稅扣股 | 240 | 253.12 | 61K | 16.1K | SEC |
| 2025-08-01 | 08-05 | Felter John-Paul W. | SVP, Chief Accting Off & Cont. | F 繳稅扣股 | 97 | 248.42 | 24K | 1.9K | SEC |
| 2025-08-01 | 08-05 | Felter John-Paul W. | SVP, Chief Accting Off & Cont. | M 選擇權執行 | 211 | – | – | 2.0K | SEC |
| 2025-05-14 | 05-16 | Rechtin James A. | President & CEO | P 公開市場買進 | 6.5K | 229.25 | 1.5M | 30.5K | SEC |
| 2025-02-24 | 02-26 | Mellet Celeste | Chief Financial Officer | A 獲配股票 | 6.4K | – | – | 29.7K | SEC |
| 2025-02-24 | 02-26 | Felter John-Paul W. | SVP, Chief Accting Off & Cont. | A 獲配股票 | 876 | – | – | 1.8K | SEC |
| 2025-02-24 | 02-26 | Mehta Japan | Chief Information Officer | A 獲配股票 | 3.6K | – | – | 8.6K | SEC |
| 2025-02-24 | 02-26 | Shetty Sanjay K | President, CenterWell | A 獲配股票 | 4.2K | – | – | 11.6K | SEC |
| 2025-02-24 | 02-26 | Rechtin James A. | President & CEO | A 獲配股票 | 19.0K | – | – | 23.9K | SEC |
| 2025-02-24 | 02-26 | O'Hara Michelle A. | Chief Human Resources Officer | A 獲配股票 | 4.2K | – | – | 11.3K | SEC |
| 2025-02-24 | 02-25 | Renaudin George II | President, Insurance | A 獲配股票 | 4.5K | – | – | 15.7K | SEC |
| 2025-02-24 | 02-25 | Ventura Joseph C | Chief Legal Officer | A 獲配股票 | 4.4K | – | – | 17.3K | SEC |
| 2025-02-24 | 02-25 | Agrawal Vishal | Chief Strat & Corp Dev Officer | A 獲配股票 | 3.3K | – | – | 16.7K | SEC |
| 2025-02-24 | 02-25 | Dintenfass David | President, Enterprise Growth | A 獲配股票 | 4.4K | – | – | 16.2K | SEC |
| 2025-02-21 | 02-25 | Agrawal Vishal | Chief Strat & Corp Dev Officer | M 選擇權執行 | 2.0K | – | – | 14.4K | SEC |
| 2025-02-21 | 02-25 | Renaudin George II | President, Insurance | F 繳稅扣股 | 300 | 258.58 | 78K | 11.2K | SEC |
| 2025-02-21 | 02-25 | Renaudin George II | President, Insurance | M 選擇權執行 | 732 | – | – | 11.5K | SEC |
機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30
前 25 大持有機構季末市值 · 與前一季股數比較
| 機構 | 持股 | 季末市值 | 股數季變化 | 動作 |
|---|---|---|---|---|
| Dodge & Cox | 10.9M | 4.3B | −440K (-4%) | 減碼 |
| BlackRock, Inc. | 10.4M | 4.1B | +219K (+2%) | 加碼 |
| VANGUARD CAPITAL MANAGEMENT LLC | 7.8M | 3.1B | +4.9K (+0%) | 加碼 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5.8M | 2.3B | +10.5K (+0%) | 加碼 |
| STATE STREET CORP | 5.5M | 2.2B | +4.1K (+0%) | 加碼 |
| PZENA INVESTMENT MANAGEMENT LLC | 4.4M | 1.7B | −1.1M (-20%) | 減碼 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 3.6M | 1.7B | −904K (-20%) | 減碼 |
| EAGLE CAPITAL MANAGEMENT LLC | 3.8M | 1.5B | +880K (+30%) | 加碼 |
| Sessa Capital IM, L.P. | 3.7M | 1.5B | 不變 | 持平 |
| GEODE CAPITAL MANAGEMENT, LLC | 3.4M | 1.3B | +43.1K (+1%) | 加碼 |
| JPMORGAN CHASE & CO | 3.2M | 1.3B | +200K (+7%) | 加碼 |
| FMR LLC | 2.9M | 1.2B | +79.5K (+3%) | 加碼 |
| Capital International Investors | 2.4M | 950M | +407K (+20%) | 加碼 |
| GOLDMAN SACHS GROUP INC | 2.3M | 914M | +394K (+21%) | 加碼 |
| NAYA CAPITAL MANAGEMENT UK LTD | 1.8M | 728M | +169K (+10%) | 加碼 |
| 挪威主權基金 NORGES BANK | 1.7M | 695M | 新進 | 新進 |
| Invesco Ltd. | 1.5M | 587M | −907K (-38%) | 減碼 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.4M | 545M | +84.2K (+7%) | 加碼 |
| MORGAN STANLEY | 1.3M | 536M | −98.5K (-7%) | 減碼 |
| DIMENSIONAL FUND ADVISORS LP | 1.1M | 446M | −89.2K (-7%) | 減碼 |
| Capital Research Global Investors | 1.1M | 443M | +17.2K (+2%) | 加碼 |
| NORTHERN TRUST CORP | 1.1M | 443M | −25.0K (-2%) | 減碼 |
| Slate Path Capital LP | 1.1M | 429M | +620K (+135%) | 加碼 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1.1M | 426M | −21.5K (-2%) | 減碼 |
| Capital World Investors | 1.0M | 406M | +928K (+982%) | 加碼 |
持有機構數近 12 季
每季 13F 申報中持有本股的機構家數;綠柱 = 比上季少。機構數是「有多少人在船上」,不是「買了多少」。
| 持有機構 · 季變化 | 925 +138 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 240 / 102 / 300 / 246 |
| 機構合計持股 · 佔流通股 | 118M · 98.7% |
| 合計季末市值 | 46.3B |
13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。
放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31
空單佔流通股近 13 個月
FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。
最新一期
| 空單股數 | 3.1M |
|---|---|
| 與上期比 | -7.4% |
| 佔流通股數 | 2.59% |
| 日均成交量 | 1.0M |
| 回補天數 | 3.1 天 |
空單佔比 10% 以上算高、20% 以上算很高(這是通行的說法,不是本站的判斷)。回補天數 = 空單 ÷ 日均量,天數愈長,空方要出場時愈容易推升股價。
放空餘額是「有人借股票賣掉還沒還」的存量,不代表看空的人正在加碼;避險基金做多空配對時也會產生空單。
| 結算日 | 空單股數 | 與上期比 | 佔流通股 | 日均量 | 回補天數 |
|---|---|---|---|---|---|
| 2026-08-31 | 3.1M | -7.4% | 2.59% | 1.0M | 3.1 |
| 2026-08-14 | 3.4M | -8.1% | 2.80% | 1.2M | 2.8 |
| 2026-07-31 | 3.7M | -13.9% | 3.05% | 1.7M | 2.2 |
| 2026-07-15 | 4.3M | -1.8% | 3.54% | 1.3M | 3.2 |
| 2026-06-30 | 4.3M | -31.6% | 3.60% | 1.7M | 2.5 |
| 2026-06-15 | 6.3M | +3.4% | 5.27% | 1.4M | 4.6 |
| 2026-05-29 | 6.1M | +2.1% | 5.09% | 1.1M | 5.4 |
| 2026-05-15 | 6.0M | -4.5% | 4.99% | 2.0M | 3.0 |
| 2026-04-30 | 6.3M | +15.7% | 5.23% | 2.1M | 3.1 |
| 2026-04-15 | 5.4M | -8.7% | 4.52% | 1.8M | 2.9 |
| 2026-03-31 | 5.9M | +19.3% | 4.95% | 1.7M | 3.5 |
| 2026-03-13 | 5.0M | -1.3% | 4.15% | 1.5M | 3.3 |
| 2026-02-27 | 5.0M | -3.1% | 4.20% | 1.8M | 2.8 |
| 2026-02-13 | 5.2M | -11.0% | 4.34% | 3.1M | 1.7 |
| 2026-01-30 | 5.9M | -4.1% | 4.88% | 3.3M | 1.8 |
| 2026-01-15 | 6.1M | +15.3% | 5.09% | 885K | 6.9 |
| 2025-12-31 | 5.3M | +9.9% | 4.41% | 1.1M | 4.7 |
| 2025-12-15 | 4.8M | +0.7% | 4.01% | 1.6M | 3.0 |
| 2025-11-28 | 4.8M | +12.8% | 3.99% | 1.6M | 3.0 |
| 2025-11-14 | 4.2M | +9.5% | 3.53% | 1.8M | 2.3 |
| 2025-10-31 | 3.9M | -2.4% | 3.23% | 1.4M | 2.8 |
| 2025-10-15 | 4.0M | +20.4% | 3.31% | 2.5M | 1.6 |
| 2025-09-30 | 3.3M | -19.1% | 2.75% | 2.0M | 1.7 |
| 2025-09-15 | 4.1M | -11.8% | 3.40% | 2.2M | 1.9 |
| 2025-08-29 | 4.6M | -12.2% | 3.85% | 1.2M | 3.8 |
| 2025-08-15 | 5.3M | +12.4% | 4.39% | 1.5M | 3.4 |