Aflac Inc
AFL- Exchange
- NYSE
- Industry
- Accident & Health Insurance
- SEC CIK
- 0000004977
In the last 90 days, Aflac Inc insiders filed 0 open-market purchases and 34 sales; 1,702 institutions reported holding it in 13F filings for Q2 2026, worth $40.3B in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in Aflac Inc as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,420
- +130 vs. Q3 2023
- Shares held
- 390.0M
- −7.04M (−1.8%) vs. Q3 2023
- Total value
- $32.1B
- +$1.65B (+5.4%) vs. Q3 2023
- New holders
- 191
- 443 more added
- Sold out
- 61
- 510 more reduced
23 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AFL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,702 | $40.3B |
| Q1 2026 | 1,666 | $37.5B |
| Q4 2025 | 1,684 | $38.6B |
| Q3 2025 | 1,625 | $38.9B |
| Q2 2025 | 1,615 | $38.5B |
| Q1 2025 | 1,630 | $41.1B |
| Q4 2024 | 1,581 | $38.6B |
| Q3 2024 | 1,555 | $42.1B |
| Q2 2024 | 1,450 | $34.6B |
| Q1 2024 | 1,423 | $33.3B |
| Q4 2023 | 1,420 | $32.1B |
| Q3 2023 | 1,313 | $30.6B |
| Q2 2023 | 1,275 | $28.0B |
| Q1 2023 | 1,262 | $26.1B |
| Q4 2022 | 1,307 | $29.6B |
| Q3 2022 | 1,184 | $23.4B |
| Q2 2022 | 1,177 | $23.2B |
| Q1 2022 | 1,207 | $27.8B |
| Q4 2021 | 1,151 | $25.3B |
| Q3 2021 | 1,071 | $23.2B |
| Q2 2021 | 1,089 | $24.3B |
| Q1 2021 | 1,076 | $23.3B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Aflac Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Objectivity Squared, LLC | 3,584 | $295.7K | 0.29% | +3,584 | New |
| Delta Asset Management LLC | 3,601 | $297.1K | 0.03% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 3,638 | $299.8K | 0.01% | +485+15.4% | Added |
| Acima Private Wealth, LLC | 3,638 | $300.1K | 0.12% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 3,639 | $300.2K | 0.07% | +6+0.2% | Added |
| Schoolcraft Capital LLC | 3,660 | $301.9K | 0.08% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 3,663 | $302.2K | 0.02% | +3,663 | New |
| Aft, Forsyth & Company, Inc. | 3,675 | $303.2K | 0.19% | 00.0% | Unchanged |
| First International Bank & Trust | 3,680 | $303.6K | 0.12% | −2,172−37.1% | Reduced |
| Proequities, Inc. | 3,700 | $305.3K | 0.02% | +988+36.4% | Added |
| Norway Savings Bank | 3,715 | $306.5K | 0.14% | +415+12.6% | Added |
| Baron Wealth Management LLC | 3,723 | $307.2K | 0.17% | +21+0.6% | Added |
| Chicago Capital, LLC | 3,728 | $307.6K | 0.01% | +3,728 | New |
| American Trust | 3,730 | $307.7K | 0.02% | −1,019−21.5% | Reduced |
| First Western Trust Bank | 3,757 | $310.0K | 0.02% | −97−2.5% | Reduced |
| Cassaday & Co Wealth Management LLC | 3,758 | $310.0K | 0.01% | 00.0% | Unchanged |
| Leo Wealth, LLC | 3,768 | $310.9K | 0.03% | +3,768 | New |
| Nicolet Bankshares Inc | 3,782 | $312.0K | 0.08% | 00.0% | Unchanged |
| Legal Advantage Investments, Inc. | 3,800 | $313.5K | 0.19% | −200−5.0% | Reduced |
| Salomon & Ludwin, LLC | 4,090 | $313.9K | 0.03% | 00.0% | Unchanged |
| Capital Wealth Planning, LLC | 3,820 | $315.1K | 0.00% | −16−0.4% | Reduced |
| Legacy Advisors, LLC | 3,824 | $315.5K | 0.04% | −1,389−26.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 3,825 | $315.6K | 0.05% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 3,856 | $318.1K | 0.18% | −61−1.6% | Reduced |
| Waldron Private Wealth LLC | 3,858 | $318.3K | 0.02% | +33+0.9% | Added |
| Key Financial Inc | 3,865 | $318.9K | 0.09% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 3,872 | $319.4K | 0.01% | +295+8.2% | Added |
| Gill Capital Partners, LLC | 3,873 | $319.5K | 0.13% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3,883 | $320.3K | 0.00% | −2,107−35.2% | Reduced |
| Farmers Trust Co | 3,890 | $320.9K | 0.07% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 3,908 | $322.0K | 0.17% | +3,908 | New |
| Hudson Valley Investment Advisors Inc | 3,897 | $322.9K | 0.04% | 00.0% | Unchanged |
| ABLE Financial Group, LLC | 3,942 | $325.2K | 0.14% | −352−8.2% | Reduced |
| Guardian Wealth Advisors, LLC | 3,942 | $325.2K | 0.05% | −20−0.5% | Reduced |
| Monument Capital Management | 3,969 | $327.4K | 0.11% | +95+2.5% | Added |
| Sigma Planning Corp | 3,982 | $328.5K | 0.03% | −6,944−63.6% | Reduced |
| Peloton Wealth Strategists | 4,000 | $330.0K | 0.14% | −327−7.6% | Reduced |
| First National Corp | 4,000 | $330.0K | 0.08% | 00.0% | Unchanged |
| Pingora Partners LLC | 4,000 | $330.0K | 0.29% | +4,000 | New |
| Tompkins Financial Corp | 4,019 | $331.6K | 0.04% | 00.0% | Unchanged |
| True North Advisors, LLC | 4,025 | $332.0K | 0.09% | +10.0% | Added |
| Hamilton Capital, LLC | 4,039 | $333.2K | 0.03% | −73−1.8% | Reduced |
| First Affirmative Financial Network | 4,041 | $333.4K | 0.27% | +198+5.2% | Added |
| Philadelphia Trust Co | 4,044 | $334.0K | 0.03% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 4,080 | $336.6K | 0.01% | +759+22.9% | Added |
| Powers Advisory Group, LLC | 4,083 | $336.8K | 0.21% | +9+0.2% | Added |
| Penbrook Management LLC | 4,100 | $338.3K | 0.23% | 00.0% | Unchanged |
| Investors Research Corp | 4,119 | $339.8K | 0.08% | −220−5.1% | Reduced |
| Hubbell Strickland Wealth Management, LLC | 4,147 | $342.1K | 0.19% | +3+0.1% | Added |
| Imprint Wealth LLC | 4,146 | $342.3K | 0.28% | −96−2.3% | Reduced |
| Lakeview Capital Partners, LLC | 4,189 | $345.6K | 0.06% | −134−3.1% | Reduced |
| MV Capital Management, Inc. | 4,192 | $345.8K | 0.04% | +413+10.9% | Added |
| Sit Investment Associates Inc | 4,200 | $346.0K | 0.01% | 00.0% | Unchanged |
| AlTi Global, Inc. | 4,205 | $346.9K | 0.01% | +4,205 | New |
| Quest Partners LLC | 4,205 | $346.9K | 0.07% | +4,205 | New |
| TrueWealth Advisors, LLC | 4,215 | $347.7K | 0.13% | +4+0.1% | Added |
| EP Wealth Advisors, LLC | 4,231 | $349.0K | 0.00% | +120+2.9% | Added |
| KCM Investment Advisors LLC | 4,240 | $349.8K | 0.01% | +89+2.1% | Added |
| USA Financial Portformulas Corp | 4,244 | $350.1K | 0.06% | +4,221+18,352.2% | Added |
| Charter Trust Co | 4,258 | $351.3K | 0.03% | +750+21.4% | Added |
| Integrated Advisors Network LLC | 4,283 | $353.4K | 0.02% | −111−2.5% | Reduced |
| Relyea Zuckerberg Hanson LLC | 4,285 | $353.5K | 0.07% | +39+0.9% | Added |
| Fairhaven Wealth Management, LLC | 4,303 | $355.0K | 0.13% | +7+0.2% | Added |
| Global X Japan Co., Ltd. | 4,312 | $355.7K | 0.20% | +4,312 | New |
| Annex Advisory Services, LLC | 4,316 | $356.1K | 0.01% | +10.0% | Added |
| SevenBridge Financial Group, LLC | 4,334 | $357.6K | 0.08% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 4,344 | $358.4K | 0.07% | −45−1.0% | Reduced |
| Skopos Labs, Inc. | 4,351 | $359.0K | 0.17% | +4,351 | New |
| Watchman Group, Inc. | 4,375 | $360.9K | 0.12% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 4,402 | $363.2K | 0.13% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 4,425 | $365.1K | 0.07% | +18+0.4% | Added |
| Morningstar Investment Services LLC | 4,479 | $368.0K | 0.00% | +4,479 | New |
| Ballast, Inc. | 4,488 | $370.3K | 0.13% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 4,520 | $372.9K | 0.12% | 00.0% | Unchanged |
| TFB Advisors LLC | 4,525 | $373.3K | 0.19% | +4,525 | New |
| Apeiron RIA LLC | 4,529 | $373.7K | 0.12% | −195−4.1% | Reduced |
| Warren Averett Asset Management, LLC | 4,601 | $379.6K | 0.01% | −136−2.9% | Reduced |
| Altrius Capital Management Inc | 4,612 | $380.5K | 0.11% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 4,634 | $382.3K | 0.08% | +530+12.9% | Added |
| Park National Corp | 4,635 | $382.4K | 0.02% | 00.0% | Unchanged |
| Intrust Bank NA | 4,637 | $382.6K | 0.04% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 4,643 | $383.0K | 0.04% | +20.0% | Added |
| Bollard Group LLC | 4,658 | $384.0K | 0.01% | +22+0.5% | Added |
| Advisors Capital Management, LLC | 4,660 | $385.0K | 0.01% | +4,660 | New |
| Continuum Advisory, LLC | 4,719 | $388.0K | 0.06% | +880+22.9% | Added |
| O'Brien Greene & Co. Inc | 4,725 | $389.8K | 0.14% | −100−2.1% | Reduced |
| Dentgroup LLC | 4,738 | $390.9K | 0.35% | −94−1.9% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 4,750 | $391.9K | 0.10% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 4,771 | $393.6K | 0.02% | +4,771 | New |
| Allred Capital Management, LLC | 4,789 | $395.1K | 0.17% | −45−0.9% | Reduced |
| Walker Asset Management, LLC | 4,811 | $396.9K | 0.29% | +4,811 | New |
| Penserra Capital Management LLC | 4,848 | $398.0K | 0.01% | −1,081−18.2% | Reduced |
| Edgestream Partners, L.P. | 4,832 | $398.6K | 0.03% | +1,125+30.3% | Added |
| North Star Investment Management Corp. | 4,839 | $399.2K | 0.03% | 00.0% | Unchanged |
| Insight Folios Inc | 4,855 | $400.5K | 0.17% | −268−5.2% | Reduced |
| Strategy Asset Managers LLC | 4,897 | $404.0K | 0.10% | −92−1.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,951 | $408.5K | 0.00% | +1,383+38.8% | Added |
| Keel Point, LLC | 4,959 | $409.1K | 0.05% | +220+4.6% | Added |
| Farther Finance Advisors, LLC | 4,964 | $409.6K | 0.03% | +1,832+58.5% | Added |
| Kinneret Advisory, LLC | 4,967 | $409.8K | 0.05% | −32−0.6% | Reduced |