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 35 sales; 1,702 institutions reported holding it in 13F filings for Q2 2026, worth $40.3B in total; no superinvestor holds it.
13F holders, Q1 2024
Institutional positions in Aflac Inc as of Mar 31, 2024. 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
- 1,423
- +21 vs. Q4 2023
- Shares held
- 388.9M
- −889.6K (−0.2%) vs. Q4 2023
- Total value
- $33.3B
- +$1.20B (+3.7%) vs. Q4 2023
- New holders
- 119
- 456 more added
- Sold out
- 98
- 559 more reduced
18 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Aflac Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ellis Investment Partners, LLC | 3,645 | $313.0K | 0.07% | +6+0.2% | Added |
| Spirepoint Private Client, LLC | 3,651 | $313.5K | 0.05% | +3,651 | New |
| Apeiron RIA LLC | 3,653 | $313.7K | 0.09% | −876−19.3% | Reduced |
| Schoolcraft Capital LLC | 3,660 | $314.2K | 0.07% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 3,663 | $314.5K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 3,665 | $314.7K | 0.05% | +999+37.5% | Added |
| Empower Advisory Group, LLC | 3,674 | $315.4K | 0.00% | +134+3.8% | Added |
| Aft, Forsyth & Company, Inc. | 3,675 | $315.5K | 0.18% | 00.0% | Unchanged |
| TFG Advisers LLC | 3,712 | $318.7K | 0.12% | +353+10.5% | Added |
| Norway Savings Bank | 3,715 | $319.0K | 0.13% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 3,723 | $319.7K | 0.17% | 00.0% | Unchanged |
| Archetype Wealth Partners | 3,728 | $320.0K | 0.05% | +975+35.4% | Added |
| Chicago Capital, LLC | 3,728 | $320.1K | 0.01% | 00.0% | Unchanged |
| Ironsides Asset Advisors, LLC | 3,733 | $320.5K | 0.11% | +3,733 | New |
| First International Bank & Trust | 3,741 | $321.2K | 0.11% | +61+1.7% | Added |
| First Western Trust Bank | 3,757 | $322.6K | 0.01% | 00.0% | Unchanged |
| American Trust | 3,770 | $323.7K | 0.03% | +40+1.1% | Added |
| Gill Capital Partners, LLC | 3,873 | $324.0K | 0.13% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 3,782 | $324.7K | 0.08% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 3,796 | $325.9K | 0.06% | +3,796 | New |
| Legal Advantage Investments, Inc. | 3,800 | $326.3K | 0.18% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 3,836 | $329.4K | 0.05% | +11+0.3% | Added |
| First National Corp | 4,000 | $330.0K | 0.08% | 00.0% | Unchanged |
| Key Financial Inc | 3,865 | $331.8K | 0.08% | 00.0% | Unchanged |
| Proequities, Inc. | 3,868 | $332.1K | 0.02% | +168+4.5% | Added |
| Lakeshore Financial Planning, Inc. | 3,868 | $332.2K | 0.17% | −2,498−39.2% | Reduced |
| Salomon & Ludwin, LLC | 3,882 | $333.3K | 0.03% | −208−5.1% | Reduced |
| Hudson Valley Investment Advisors Inc | 3,897 | $334.6K | 0.04% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 3,897 | $334.6K | 0.17% | +41+1.1% | Added |
| ExodusPoint Capital Management, LP | 3,897 | $335.0K | 0.00% | −63,432−94.2% | Reduced |
| Philadelphia Trust Co | 3,900 | $335.0K | 0.03% | −144−3.6% | Reduced |
| Sage Private Wealth Group, LLC | 3,912 | $335.9K | 0.27% | +3,912 | New |
| ABLE Financial Group, LLC | 3,924 | $336.9K | 0.13% | −18−0.5% | Reduced |
| Monument Capital Management | 3,927 | $337.2K | 0.10% | −42−1.1% | Reduced |
| CX Institutional | 3,947 | $338.9K | 0.02% | +1,112+39.2% | Added |
| Insight Folios Inc | 3,953 | $339.4K | 0.14% | −902−18.6% | Reduced |
| USA Financial Portformulas Corp | 3,955 | $339.6K | 0.06% | −289−6.8% | Reduced |
| Keating Investment Counselors Inc | 3,961 | $340.1K | 0.11% | −8,994−69.4% | Reduced |
| Cyndeo Wealth Partners, LLC | 3,968 | $340.7K | 0.03% | +1,187+42.7% | Added |
| Thoroughbred Financial Services, LLC | 3,993 | $342.0K | 0.03% | −1,790−31.0% | Reduced |
| First Affirmative Financial Network | 3,989 | $342.5K | 0.25% | −52−1.3% | Reduced |
| Peloton Wealth Strategists | 4,000 | $343.0K | 0.14% | 00.0% | Unchanged |
| Pingora Partners LLC | 4,000 | $343.4K | 0.25% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 4,692 | $343.5K | 0.05% | +4,692 | New |
| True North Advisors, LLC | 4,024 | $345.5K | 0.10% | −10.0% | Reduced |
| Catalina Capital Group, LLC | 4,027 | $345.7K | 0.15% | +1,484+58.4% | Added |
| Trust Point Inc. | 4,049 | $347.6K | 0.03% | −4,166−50.7% | Reduced |
| Guardian Wealth Advisors, LLC | 4,052 | $347.9K | 0.04% | +110+2.8% | Added |
| Moneta Group Investment Advisors LLC | 4,066 | $349.1K | 0.01% | −14−0.3% | Reduced |
| Powers Advisory Group, LLC | 4,094 | $351.5K | 0.20% | +11+0.3% | Added |
| Penbrook Management LLC | 4,100 | $352.0K | 0.22% | 00.0% | Unchanged |
| Hubbell Strickland Wealth Management, LLC | 4,149 | $356.3K | 0.18% | +20.0% | Added |
| One Wealth Advisors, LLC | 4,152 | $356.5K | 0.06% | +4,152 | New |
| Lakeview Capital Partners, LLC | 4,190 | $359.8K | 0.06% | +10.0% | Added |
| Flagship Harbor Advisors, LLC | 4,197 | $360.4K | 0.02% | +836+24.9% | Added |
| SevenBridge Financial Group, LLC | 4,334 | $360.6K | 0.08% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 4,200 | $361.0K | 0.01% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 4,219 | $362.3K | 0.14% | +4+0.1% | Added |
| Cassaday & Co Wealth Management LLC | 4,233 | $363.4K | 0.01% | +475+12.6% | Added |
| Beacon Capital Management, LLC | 4,281 | $367.6K | 0.08% | +4,096+2,214.1% | Added |
| Integrated Advisors Network LLC | 4,283 | $367.8K | 0.02% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 4,296 | $368.9K | 0.13% | −7−0.2% | Reduced |
| EP Wealth Advisors, LLC | 4,298 | $369.0K | 0.00% | +67+1.6% | Added |
| Annex Advisory Services, LLC | 4,307 | $369.8K | 0.01% | −9−0.2% | Reduced |
| Skopos Labs, Inc. | 4,351 | $370.7K | 0.16% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 4,331 | $371.8K | 0.03% | +920+27.0% | Added |
| Relyea Zuckerberg Hanson LLC | 4,334 | $372.1K | 0.07% | +49+1.1% | Added |
| Glen Eagle Advisors, LLC | 4,344 | $373.0K | 0.07% | 00.0% | Unchanged |
| CSM Advisors, LLC | 4,347 | $373.0K | 0.02% | −1,300−23.0% | Reduced |
| NSI Retail Advisors, LLC | 4,347 | $373.0K | 0.06% | −1,300−23.0% | Reduced |
| Change Path, LLC | 4,350 | $373.0K | 0.01% | +4,350 | New |
| Watchman Group, Inc. | 4,375 | $375.6K | 0.11% | 00.0% | Unchanged |
| Bank Pictet & Cie (Asia) Ltd | 4,376 | $375.7K | 0.21% | −15,375−77.8% | Reduced |
| Measured Wealth Private Client Group, LLC | 4,402 | $378.0K | 0.13% | 00.0% | Unchanged |
| Charter Trust Co | 4,432 | $380.5K | 0.03% | +174+4.1% | Added |
| Northwest Bancshares, Inc. | 4,447 | $381.8K | 0.06% | +22+0.5% | Added |
| Ballast, Inc. | 4,488 | $385.3K | 0.12% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 4,520 | $388.1K | 0.11% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 4,548 | $390.5K | 0.04% | −95−2.0% | Reduced |
| Capital Investment Counsel, LLC | 4,580 | $393.2K | 0.08% | +4,580 | New |
| Foundations Investment Advisors, LLC | 4,599 | $394.8K | 0.01% | −2,485−35.1% | Reduced |
| Altrius Capital Management Inc | 4,612 | $396.0K | 0.10% | 00.0% | Unchanged |
| Park National Corp | 4,635 | $398.0K | 0.02% | 00.0% | Unchanged |
| Intrust Bank NA | 4,637 | $398.1K | 0.04% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 4,642 | $398.6K | 0.03% | +603+14.9% | Added |
| Pflug Koory, LLC | 4,648 | $399.1K | 0.20% | −474−9.3% | Reduced |
| Cidel Asset Management Inc | 4,660 | $400.1K | 0.03% | −111−2.3% | Reduced |
| MV Capital Management, Inc. | 4,663 | $400.4K | 0.05% | +471+11.2% | Added |
| Cobblestone Capital Advisors LLC | 4,679 | $401.7K | 0.03% | −1,754−27.3% | Reduced |
| Bollard Group LLC | 4,685 | $402.0K | 0.01% | +27+0.6% | Added |
| Dentgroup LLC | 4,687 | $402.4K | 0.33% | −51−1.1% | Reduced |
| GeoWealth Management, LLC | 4,712 | $404.6K | 0.02% | −9,569−67.0% | Reduced |
| O'Brien Greene & Co. Inc | 4,725 | $405.7K | 0.13% | 00.0% | Unchanged |
| Marshall Wace, LLP | 4,728 | $405.9K | 0.00% | −14,937−76.0% | Reduced |
| SeaBridge Investment Advisors LLC | 4,750 | $407.8K | 0.11% | −1,500−24.0% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 4,750 | $407.8K | 0.10% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 4,752 | $408.0K | 0.06% | −288−5.7% | Reduced |
| Allred Capital Management, LLC | 4,775 | $410.0K | 0.16% | −14−0.3% | Reduced |
| Dynamic Advisor Solutions LLC | 4,789 | $411.1K | 0.01% | −604−11.2% | Reduced |
| Barlow Wealth Partners, Inc. | 5,126 | $411.5K | 0.06% | 00.0% | Unchanged |