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HUM

Humana Inc.

Sector: healthcareMedical - Healthcare PlansNYSEMarket Cap: $21.45B

Humana Inc. is a healthcare company focused on government-sponsored health plans, with its strongest political signal being a direct equity holding by former President Donald J. Trump valued between $1,001-$15,000, per OGE disclosures.

Govt Dependence
85/100
Regulatory Density
90/100
Lobbying Intensity
0/100
Political Signal
NEUTRAL

BusinessWhat HUM does

Humana Inc. operates as a health insurance company, primarily generating revenue through Medicare Advantage plans, Medicaid, and other government-sponsored health programs. Its business model is heavily reliant on reimbursement rates and regulations set by federal agencies like the Centers for Medicare & Medicaid Services (CMS).

12 months past · 3 months futureHUM activity timeline

$321$240$159 JunJulAugSepOctNovDecJan '26FebMarAprMayJunJulAug ↓ PAST — recorded activity ↑ FUTURE — scheduled markups · pending votes TODAY · May 18 $312.00 hi $163.67 lo $233.63 CONGRESS 30 INSIDERS 0 13F FUNDS 30 BILLS 41 Michael T. McCaul (R) · Purchase · 2026-04-10Julia Letlow (R) · Sale · 2026-02-10Ro Khanna (D) · Sale · 2026-01-29Julia Letlow (R) · Purchase · 2025-08-08Gilbert Ray Cisneros (D) · Sale · 2025-11-12Michael T. McCaul (R) · Sale · 2025-11-04Lisa C. McClain (R) · Sale · 2025-10-31Lisa C. McClain (R) · Purchase · 2025-10-30Lisa C. McClain (R) · sale · 2025-10-31Lisa C. McClain (R) · sale · 2025-10-30Lisa C. McClain (R) · purchase · 2025-10-30Lisa C. McClain (R) · Sale · 2025-10-30Michael T. McCaul (R) · Sale · 2025-10-27Michael T. McCaul (R) · sale · 2025-10-27Lisa C. McClain (R) · Purchase · 2025-09-25Lisa C. McClain (R) · purchase · 2025-09-25Gilbert Ray Cisneros (D) · Purchase · 2025-08-05Gilbert Ray Cisneros (D) · purchase · 2025-08-05Michael T. McCaul (R) · Sale · 2025-08-22Michael T. McCaul (R) · Sale · 2025-08-21Michael T. McCaul (R) · sale · 2025-08-21Michael T. McCaul (R) · sale · 2025-08-22Ro Khanna (D) · Purchase · 2025-08-04Ro Khanna (D) · purchase · 2025-08-04Lisa C. McClain (R) · purchase · 2025-06-24Lisa C. McClain (R) · Purchase · 2025-06-24Ro Khanna (D) · purchase · 2025-07-25Ro Khanna (D) · Purchase · 2025-07-25Ro Khanna (D) · Sale · 2025-06-23Ro Khanna (D) · sale · 2025-06-23 Citadel Advisors · OPENED $429M · 2025-09-30Citadel Advisors · OPENED $346M · 2025-06-30Citadel Advisors · OPENED $257M · 2025-12-31Two Sigma Investments · OPENED $201M · 2025-06-30Two Sigma Investments · OPENED $149M · 2025-09-30Renaissance Technologies · OPENED $114M · 2025-09-30Renaissance Technologies · OPENED $112M · 2025-06-30D.E. Shaw & Co. · OPENED $94M · 2025-06-30D.E. Shaw & Co. · OPENED $90M · 2025-09-30D.E. Shaw & Co. · OPENED $79M · 2025-12-31Soros Fund Management · OPENED $16M · 2025-09-30Soros Fund Management · OPENED $13M · 2025-12-31 S.827 · markup · 2025-07-30HR.1860 · committee · 2025-09-16HR.2068 · committee · 2025-06-12 MARKUP · House Appropriations Subcommittee on Department of Homeland · 2026-05-18MARKUP · Senate Appropriations Subcommittee on Commerce, Justice, Sci · 2026-05-19MARKUP · Senate Appropriations Subcommittee on Departments of Labor, · 2026-05-19MARKUP · Senate Appropriations Subcommittee on Department of Defense · 2026-05-19MARKUP · House Appropriations Subcommittee on Commerce, Justice, Scie · 2026-05-19MARKUP · Senate Appropriations Subcommittee on Transportation, Housin · 2026-05-19MARKUP · Senate Budget · 2026-05-20MARKUP · Senate Health, Education, Labor, and Pensions · 2026-05-20MARKUP · House Education and Workforce Subcommittee on Health, Employ · 2026-05-20MARKUP · House Energy and Commerce Subcommittee on Oversight and Inve · 2026-05-20MARKUP · House Energy and Commerce Subcommittee on Health · 2026-05-20MARKUP · Senate Appropriations Subcommittee on Energy and Water Devel · 2026-05-20MARKUP · Senate Veterans' Affairs · 2026-05-20MARKUP · Senate Health, Education, Labor, and Pensions · 2026-05-21MARKUP · Senate Appropriations Subcommittee on Department of Defense · 2026-05-21MARKUP · House Appropriations Subcommittee on Departments of Transpor · 2026-05-21
Congress
buy sell
Insider · Form 4
open-market buy
Hedge fund · 13F
opened + added − trimmed closed holds
Bills
past action (this ticker) upcoming markup (sector) carveout (this ticker)
240 trading days · 30 congressional trades shown · 0 insider buys · 12 13F filings · 3 past bill actions · 16 upcoming markups

Executive Branch ConflictsHUM held by Trump-administration officials

Lifetime Government AwardsHUM federal contracts

HUM doesn't hold direct federal contracts.

Verified via USASpending.gov: $0 reported in direct prime-contract awards. Companies in this position typically sell federal services indirectly through prime contractors and integrators (e.g., Lockheed Martin, Booz Allen, Microsoft Azure) or through commercial channels that don't appear in USASpending data.

Smart Money · 13F HoldingsHedge funds holding HUM

$5.75B
Total HUM held by tracked 13F funds
40
Funds with HUM positions
+40
Funds opened this quarter
Citadel Advisors $489M opened 2025-03-31
Citadel Advisors $455M opened 2024-09-30
Citadel Advisors $445M opened 2024-06-30
Citadel Advisors $429M opened 2025-09-30
Citadel Advisors $425M opened 2024-12-31
Citadel Advisors $395M opened 2024-03-31
Citadel Advisors $346M opened 2025-06-30
Citadel Advisors $257M opened 12 overlap 2025-12-31
32 more 13F positions tracked · quarterly delta charts available in member dashboard

Politicians Trading HUMMembers of Congress with recent HUM positions

7 politicians traded HUM across 86 disclosed transactions totaling $3.1M (last 730 days). Greed score = composite of trade frequency, volume & recency across the politician's entire history (not just HUM). 0-30 LOW · 30-60 MID · 60+ HIGH.

Congressional TradesWho in Congress is trading HUM

2026-04-10 Michael T. McCaul R-Texas · house Purchase $1,001 - $15,000
2026-02-10 Julia Letlow R-Louisiana · house Sale $1,001 - $15,000
2026-01-29 Ro Khanna D-California · house Sale $1,001 - $15,000
2025-08-08 Julia Letlow R-Louisiana · house Purchase $1,001 - $15,000 158d late
2025-11-12 Gilbert Ray Cisneros D-California · house Sale $1,001 - $15,000
2025-11-04 Michael T. McCaul R-Texas · house Sale $15,001 - $50,000
2025-10-31 Lisa C. McClain R-Michigan · house Sale $1,001 - $15,000
2025-10-30 Lisa C. McClain R-Michigan · house Purchase $1,001 - $15,000
2025-10-31 Lisa C. McClain R-Michigan · house sale $1,001 - $15,000
2025-10-30 Lisa C. McClain R-Michigan · house sale $1,001 - $15,000
2025-10-30 Lisa C. McClain R-Michigan · house purchase $1,001 - $15,000
2025-10-30 Lisa C. McClain R-Michigan · house Sale $1,001 - $15,000
30+ trades on file · most recent 2026-05-11

Corporate Insiders · Form 4What CEOs, CFOs, and directors are doing with their own stock

No Form 4 activity recorded in the last 180 days.

Bills Affecting HUMLive legislation impacting this stock

Political ProfileWhere HUM sits in Washington

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STRUCTURAL: Strong committee alignment with three key health/appropriations politicians receiving $5K donations each. EVIDENTIARY: No recent corporate insider buys (`get_corporate_insider_signal.total_buys: 0`), no federal contracts, and congressional trading shows net sales activity. Net: Structural access is countered by lack of bullish trading evidence from insiders or Congress.

Regulatory ExposureThreats & opportunities

Regulatory threats

  • Medicare Advantage rate changes and risk adjustment audits
    Centers for Medicare & Medicaid Services (CMS)
    "High government dependence score and sector concentration imply acute sensitivity to CMS rulemaking."

Regulatory opportunities

  • Expansion of Medicare Advantage benefits or payment models
    Centers for Medicare & Medicaid Services (CMS)
    "Primary business model reliance on government programs creates opportunity from favorable regulatory shifts."

Capitol Hill AlliesChampions & critics

Congressional critics

  • No specific congressional critics identified.
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Frequently AskedAbout HUM & political exposure

Does Humana Inc. (HUM) hold federal contracts?
No direct prime contracts reported in USASpending.gov for Humana Inc.. Companies in the semiconductor and AI hardware sectors often sell to the federal government via prime contractors and cloud resellers (Microsoft Azure, AWS, Lockheed Martin systems integration) rather than as direct primes.
Which Trump cabinet officials own HUM stock?
1 Trump cabinet members or senior White House staff have disclosed holdings in HUM on their OGE 278 financial disclosures, including Donald J. Trump. See the Cabinet Conflicts panel for details.
Has Congress traded HUM stock?
214 congressional trades by 13 unique members of Congress, most recently on 2026-04-10. See the Congressional Trading panel for politician-by-politician breakdown.
What is HUM political risk profile?
Government dependence: 85/100. Lobbying intensity: 0/100. Political signal: neutral. Donor party split: R 0% / D 100%.
How does GovGreed track HUM political activity?
GovGreed integrates STOCK Act congressional trade disclosures, FEC contributions, OGE executive-branch disclosures, USASpending federal contracts, Senate LDA lobbying filings, and SEC Form 4 corporate insider trades into a single queryable graph. HUM data is updated daily from these official federal sources.