Aflac Incorporated (AFL) Ownership

83.61 ↓0.12 (-0.14%)

As of April 26, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Aflac Incorporated (AFL), owning a total of 52.4 million shares. Combined, the top 25 institutional holders of AFL own 50.78% of the company with a total of 292.9 million shares.

In the latest ownership report on December 31st 2023, the top 25 institutional holders increased their combined ownership of AFL by 1.9 million shares. 8 institutions bought 7,303,693 total additional shares and increased their ownership by an average of 20.10%. However 11 institutions sold 5,370,703 total shares and decreased their ownership by an average of 4.51%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Aflac Incorporated increased by a net total of 1,932,990 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	9.114%	-3.262%	52,439,843	-1,768,164	2023-12-31
Japan Post Holdings Co Ltd	9.089%	0.000%	52,300,000	0	2023-12-31
BlackRock Inc	7.328%	3.489%	42,166,471	1,421,649	2023-12-31
State Street Corporation	4.543%	-4.302%	26,139,370	-1,175,115	2023-12-31
Wells Fargo & Co	2.814%	-1.543%	16,193,731	-253,700	2023-12-31
Geode Capital Management, LLC	2.093%	0.574%	12,041,501	68,704	2023-12-31
Morgan Stanley - Brokerage Accounts	1.630%	-2.718%	9,381,456	-262,075	2023-12-31
Goldman Sachs Group Inc	1.322%	103.464%	7,606,582	3,868,039	2023-12-31
Northern Trust Corp	1.198%	-5.553%	6,890,645	-405,165	2023-12-31
Legal & General Group PLC	0.972%	16.936%	5,590,847	809,730	2023-12-31
First Trust Advisors L.P.	0.942%	-4.990%	5,421,874	-284,780	2023-12-31
AllianceBernstein L.P.	0.889%	2.256%	5,117,910	112,898	2023-12-31
LSV Asset Management	0.802%	-3.556%	4,616,093	-170,180	2023-12-31
Dimensional Fund Advisors, Inc.	0.778%	-5.515%	4,476,061	-261,269	2023-12-31
Amvescap Plc.	0.761%	-8.898%	4,380,451	-427,838	2023-12-31
Bank of New York Mellon Corp	0.687%	-5.537%	3,955,396	-231,825	2023-12-31
JPMorgan Chase & Co	0.686%	32.192%	3,946,564	961,076	2023-12-31
Bank of America Corp	0.577%	-3.783%	3,321,941	-130,592	2023-12-31
UBS Asset Mgmt Americas Inc	0.569%	1.353%	3,274,511	43,705	2023-12-31
Charles Schwab Investment Management Inc	0.555%	0.564%	3,190,954	17,892	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	9.114%	-3.262%	52,439,843	-1,768,164	2023-12-31
Japan Post Holdings Co Ltd	9.089%	0.000%	52,300,000	0	2023-12-31
BlackRock Inc	7.328%	3.489%	42,166,471	1,421,649	2023-12-31
State Street Corporation	4.543%	-4.302%	26,139,370	-1,175,115	2023-12-31
Wells Fargo & Co	2.814%	-1.543%	16,193,731	-253,700	2023-12-31
Geode Capital Management, LLC	2.093%	0.574%	12,041,501	68,704	2023-12-31
Morgan Stanley - Brokerage Accounts	1.630%	-2.718%	9,381,456	-262,075	2023-12-31
Goldman Sachs Group Inc	1.322%	103.464%	7,606,582	3,868,039	2023-12-31
Northern Trust Corp	1.198%	-5.553%	6,890,645	-405,165	2023-12-31
Envestnet Asset Management Inc	0.944%	337.989%	5,604,901	4,325,212	2023-03-31
Legal & General Group PLC	0.972%	16.936%	5,590,847	809,730	2023-12-31
First Trust Advisors L.P.	0.942%	-4.990%	5,421,874	-284,780	2023-12-31
AllianceBernstein L.P.	0.889%	2.256%	5,117,910	112,898	2023-12-31
FMR Inc	0.777%	-19.428%	4,696,760	-1,132,531	2022-12-31
LSV Asset Management	0.802%	-3.556%	4,616,093	-170,180	2023-12-31
Dimensional Fund Advisors, Inc.	0.778%	-5.515%	4,476,061	-261,269	2023-12-31
Amvescap Plc.	0.761%	-8.898%	4,380,451	-427,838	2023-12-31
Bank of New York Mellon Corp	0.687%	-5.537%	3,955,396	-231,825	2023-12-31
JPMorgan Chase & Co	0.686%	32.192%	3,946,564	961,076	2023-12-31
Boston Partners Global Investors, Inc	0.619%	-1.370%	3,569,074	-49,569	2023-09-30
Maj Invest Holding A/S	0.535%	-23.455%	3,326,692	-1,019,375	2022-09-30
Bank of America Corp	0.577%	-3.783%	3,321,941	-130,592	2023-12-31
UBS Asset Mgmt Americas Inc	0.569%	1.353%	3,274,511	43,705	2023-12-31
American Century Companies Inc	0.559%	19.912%	3,264,512	542,089	2023-06-30
Charles Schwab Investment Management Inc	0.555%	0.564%	3,190,954	17,892	2023-12-31

Mutual Fund Ownership

Performer (AFRIS) is the biggest individual fund holder of Aflac Incorporated (AFL), owning a total of 108.9 million shares. Combined, the top 32 mutual fund holders of AFL own 44.78% of the company with a total of 259.1 million shares.

In the latest ownership report on March 31st 2024, the top 32 fund holders increased their combined ownership of AFL by 57 thousand shares. 1 funds bought 31,510 total additional shares and increased their ownership by an average of 1.38%. However 4 funds sold 88,420 total shares and decreased their ownership by an average of 0.63%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Aflac Incorporated decreased by a net total of -56,910 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
SPDR® S&P 500 ETF Trust	1.114%	-0.763%	6,410,806	-49,296	2024-03-31
Financial Select Sector SPDR® ETF	0.605%	-0.126%	3,480,788	-4,393	2024-03-31
State St S&P 500® Indx SL Cl III	0.445%	-0.560%	2,559,262	-14,400	2024-03-31
First Trust Rising Dividend Achiev ETF	0.414%	0.000%	2,382,630	0	2024-03-31
SPDR® S&P Dividend ETF	0.403%	1.377%	2,319,120	31,510	2024-03-31
First Trust Capital Strength ETF	0.352%	0.000%	2,023,956	0	2024-03-31
Blackrock Eq Idx Fund CF	0.327%	-1.070%	1,880,714	-20,331	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Performer (AFRIS)	18.923%	0.000%	108,881,498	108,881,498	2024-02-29
Vanguard Total Stock Mkt Idx Inv	3.184%	-0.210%	18,320,306	-38,614	2024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr	2.933%	0.755%	17,138,713	128,440	2023-03-31
Vanguard Institutional 500 Index Trust	2.308%	1.033%	13,277,763	135,782	2024-02-29
Vanguard 500 Index Investor	2.229%	0.592%	13,243,528	77,977	2023-08-31
AF High Growth (AFRIS)	1.438%	0.000%	8,275,389	8,275,389	2024-02-29
SPDR® S&P 500 ETF Trust	1.114%	-0.763%	6,410,806	-49,296	2024-03-31
Fidelity 500 Index	1.108%	1.017%	6,377,945	64,177	2024-02-29
Fidelity® 500 Index	1.078%	0.640%	6,299,466	40,088	2023-11-30
iShares Core S&P 500 ETF	0.948%	0.740%	5,456,728	40,064	2024-03-28
Vanguard Value Index Inv	0.849%	0.550%	4,883,631	26,714	2024-02-29
Global Balanced (AFRIS)	0.660%	0.000%	3,796,291	3,796,291	2024-02-29
Vanguard Institutional Index I	0.609%	-0.407%	3,502,970	-14,312	2024-02-29
Financial Select Sector SPDR® ETF	0.605%	-0.126%	3,480,788	-4,393	2024-03-31
Vanguard Dividend Appreciation ETF	0.539%	0.627%	3,099,762	19,309	2024-02-29
Fidelity® Series Intrinsic Opps	0.464%	-19.570%	2,882,233	-701,314	2022-08-31
Fidelity® Low-Priced Stock	0.447%	-15.438%	2,733,358	-499,000	2022-12-31
Vanguard High Dividend Yield ETF	0.457%	0.100%	2,632,016	2,635	2024-02-29
State St S&P 500® Indx SL Cl III	0.445%	-0.560%	2,559,262	-14,400	2024-03-31
First Trust Rising Dividend Achiev ETF	0.414%	0.000%	2,382,630	0	2024-03-31
Vanguard Equity-Income Inv	0.391%	0.000%	2,321,185	0	2023-06-30
SPDR® S&P Dividend ETF	0.403%	1.377%	2,319,120	31,510	2024-03-31
Blackrock Equity Index Non-Lendable	0.340%	0.000%	2,058,552	2,058,552	2022-06-30
First Trust Capital Strength ETF	0.352%	0.000%	2,023,956	0	2024-03-31
ProShares S&P 500 Dividend Aristocrats	0.347%	0.000%	1,999,057	0	2024-03-28
iShares MSCI USA Quality Factor ETF	0.335%	0.019%	1,924,966	369	2024-03-28
Blackrock Eq Idx Fund CF	0.327%	-1.070%	1,880,714	-20,331	2024-03-31
Guinness Global Equity Inc D USD Dist	0.327%	0.000%	1,879,940	0	2024-02-29
Russell 1000 Index Fund	0.309%	-1.212%	1,783,465	-21,873	2024-02-29
Fidelity Mid Cap Index	0.304%	1.291%	1,751,648	22,333	2024-01-31
iShares Russell Mid-Cap ETF	0.299%	0.113%	1,747,997	1,980	2023-11-30
Fidelity® Mid Cap Index	0.298%	1.061%	1,739,452	18,269	2023-11-30