Aflac Incorporated (AFL) Ownership

107.75 ↑0.76 (0.71%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Japan Post Holdings Co Ltd is the biggest individual institutional holder of Aflac Incorporated (AFL), owning a total of 52.3 million shares. Combined, the top 28 institutional holders of AFL own 58.61% of the company with a total of 327.2 million shares.

In the latest ownership report on September 30th 2024, the top 28 institutional holders decreased their combined ownership of AFL by 1.6 million shares. 1 institutions bought 281,148 total additional shares and increased their ownership by an average of 6.37%. However 5 institutions sold 1,917,940 total shares and decreased their ownership by an average of 5.25%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Aflac Incorporated decreased by a net total of -1,636,792 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Japan Post Holdings Co Ltd	9.415%	0.000%	52,300,000	0	2024-09-30
Vanguard Group Inc	9.124%	-0.998%	50,687,023	-511,119	2024-09-30
Geode Capital Management, LLC	2.192%	-1.448%	12,176,951	-178,855	2024-09-30
Northern Trust Corp	1.069%	-7.079%	5,938,261	-452,402	2024-09-30
UBS Asset Mgmt Americas Inc	0.845%	6.370%	4,694,511	281,148	2024-09-30
Dimensional Fund Advisors, Inc.	0.736%	-14.963%	4,087,801	-719,278	2024-09-30
Charles Schwab Investment Management Inc	0.572%	-1.740%	3,179,562	-56,286	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Japan Post Holdings Co Ltd	9.415%	0.000%	52,300,000	0	2024-09-30
Vanguard Group Inc	9.124%	-0.998%	50,687,023	-511,119	2024-09-30
BlackRock Inc	7.211%	-2.491%	40,059,542	-1,023,365	2024-06-30
State Street Corporation	4.613%	-1.173%	25,832,736	-306,634	2024-03-31
State Street Corp	4.647%	-0.062%	25,816,793	-15,943	2024-06-30
Morgan Stanley - Brokerage Accounts	3.498%	10.530%	19,433,992	1,851,456	2024-06-30
Wells Fargo & Co	2.890%	-1.360%	16,053,981	-221,358	2024-06-30
Geode Capital Management, LLC	2.192%	-1.448%	12,176,951	-178,855	2024-09-30
JPMorgan Chase & Co	1.318%	58.255%	7,319,797	2,694,467	2024-06-30
Northern Trust Corp	1.069%	-7.079%	5,938,261	-452,402	2024-09-30
Envestnet Asset Management Inc	0.944%	337.989%	5,604,901	4,325,212	2023-03-31
Legal & General Group PLC	0.981%	-0.939%	5,451,773	-51,673	2024-06-30
AllianceBernstein L.P.	0.865%	-3.070%	4,803,209	-152,124	2024-06-30
FMR Inc	0.777%	-19.428%	4,696,760	-1,132,531	2022-12-31
UBS Asset Mgmt Americas Inc	0.845%	6.370%	4,694,511	281,148	2024-09-30
LSV Asset Management	0.753%	-6.926%	4,180,436	-311,070	2024-06-30
Goldman Sachs Group Inc	0.749%	20.202%	4,158,934	698,980	2024-06-30
Dimensional Fund Advisors, Inc.	0.736%	-14.963%	4,087,801	-719,278	2024-09-30
Amvescap Plc.	0.730%	-7.435%	4,055,782	-325,780	2024-06-30
Bank of America Corp	0.690%	73.375%	3,831,934	1,621,729	2024-06-30
Bank of New York Mellon Corp	0.657%	-3.637%	3,651,754	-137,830	2024-06-30
Boston Partners Global Investors, Inc	0.619%	-1.370%	3,569,074	-49,569	2023-09-30
NORGES BANK	0.606%	40.421%	3,367,028	969,211	2024-06-30
Maj Invest Holding A/S	0.535%	-23.455%	3,326,692	-1,019,375	2022-09-30
American Century Companies Inc	0.559%	19.912%	3,264,512	542,089	2023-06-30
First Trust Advisors L.P.	0.587%	-39.372%	3,260,354	-2,117,235	2024-06-30
Charles Schwab Investment Management Inc	0.572%	-1.740%	3,179,562	-56,286	2024-09-30
Apg All Pensions Group	0.428%	3.968%	2,397,564	91,493	2024-03-31

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 35 mutual fund holders of AFL own 47.50% of the company with a total of 268.1 million shares.

In the latest ownership report on October 31st 2024, the top 35 fund holders increased their combined ownership of AFL by 231 thousand shares. 12 funds bought 313,640 total additional shares and increased their ownership by an average of 0.62%. However 4 funds sold 82,607 total shares and decreased their ownership by an average of 0.25%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Aflac Incorporated increased by a net total of 231,033 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	3.181%	-0.343%	17,669,845	-60,803	2024-10-31
Vanguard Institutional 500 Index Trust	2.405%	1.171%	13,358,438	154,642	2024-10-31
SPDR® S&P 500® ETF Trust	1.106%	0.525%	6,144,599	32,076	2024-10-31
iShares Core S&P 500 ETF	1.010%	0.154%	5,611,520	8,642	2024-10-31
Vanguard Value Index Inv	0.855%	0.322%	4,749,789	15,266	2024-10-31
The Financial Select Sector SPDR® ETF	0.622%	-0.512%	3,454,519	-17,780	2024-10-31
Vanguard Institutional Index I	0.577%	-0.101%	3,202,416	-3,228	2024-10-31
Vanguard Dividend Appreciation ETF	0.496%	0.224%	2,754,050	6,145	2024-10-31
State St S&P 500® Indx SL Cl III	0.440%	0.291%	2,443,486	7,100	2024-10-31
Vanguard High Dividend Yield ETF	0.414%	0.330%	2,296,881	7,563	2024-10-31
SPDR® S&P Dividend ETF	0.413%	0.000%	2,296,288	0	2024-10-31
First Trust Rising Dividend Achiev ETF	0.403%	0.049%	2,237,689	1,084	2024-10-31
Guinness Global Equity Inc D USD Dist	0.357%	1.826%	1,983,216	35,571	2024-10-31
ProShares S&P 500 Dividend Aristocrats	0.339%	-0.042%	1,880,758	-796	2024-10-31
iShares MSCI USA Quality Factor ETF	0.336%	0.360%	1,867,914	6,700	2024-10-31
iShares Russell Mid-Cap ETF	0.320%	0.663%	1,775,997	11,704	2024-10-31
Russell 1000 Index Fund	0.316%	1.570%	1,756,549	27,147	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Performer (AFRIS)	19.442%	0.000%	108,881,498	108,881,498	2024-02-29
Vanguard Total Stock Mkt Idx Inv	3.181%	-0.343%	17,669,845	-60,803	2024-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr	2.933%	0.755%	17,138,713	128,440	2023-03-31
Vanguard Institutional 500 Index Trust	2.405%	1.171%	13,358,438	154,642	2024-10-31
Vanguard 500 Index Investor	2.229%	0.592%	13,243,528	77,977	2023-08-31
AF High Growth (AFRIS)	1.478%	0.000%	8,275,389	8,275,389	2024-02-29
Fidelity® 500 Index	1.078%	0.640%	6,299,466	40,088	2023-11-30
SPDR® S&P 500 ETF Trust	1.107%	0.699%	6,290,079	43,680	2024-05-30
Fidelity 500 Index	1.115%	-2.737%	6,195,991	-174,365	2024-09-30
SPDR® S&P 500® ETF Trust	1.106%	0.525%	6,144,599	32,076	2024-10-31
iShares Core S&P 500 ETF	1.010%	0.154%	5,611,520	8,642	2024-10-31
Vanguard Value Index Inv	0.855%	0.322%	4,749,789	15,266	2024-10-31
Global Balanced (AFRIS)	0.678%	0.000%	3,796,291	3,796,291	2024-02-29
Financial Select Sector SPDR® ETF	0.626%	0.032%	3,554,038	1,152	2024-05-30
The Financial Select Sector SPDR® ETF	0.622%	-0.512%	3,454,519	-17,780	2024-10-31
Vanguard Institutional Index I	0.577%	-0.101%	3,202,416	-3,228	2024-10-31
Fidelity® Series Intrinsic Opps	0.464%	-19.570%	2,882,233	-701,314	2022-08-31
Vanguard Dividend Appreciation ETF	0.496%	0.224%	2,754,050	6,145	2024-10-31
Fidelity® Low-Priced Stock	0.447%	-15.438%	2,733,358	-499,000	2022-12-31
State St S&P 500® Indx SL Cl III	0.440%	0.291%	2,443,486	7,100	2024-10-31
Vanguard Equity-Income Inv	0.391%	0.000%	2,321,185	0	2023-06-30
Vanguard High Dividend Yield ETF	0.414%	0.330%	2,296,881	7,563	2024-10-31
SPDR® S&P Dividend ETF	0.413%	0.000%	2,296,288	0	2024-10-31
First Trust Rising Dividend Achiev ETF	0.403%	0.049%	2,237,689	1,084	2024-10-31
Blackrock Equity Index Non-Lendable	0.340%	0.000%	2,058,552	2,058,552	2022-06-30
Guinness Global Equity Inc D USD Dist	0.357%	1.826%	1,983,216	35,571	2024-10-31
Blackrock Eq Idx Fund CF	0.343%	4.190%	1,906,299	76,665	2024-09-30
ProShares S&P 500 Dividend Aristocrats	0.339%	-0.042%	1,880,758	-796	2024-10-31
iShares MSCI USA Quality Factor ETF	0.336%	0.360%	1,867,914	6,700	2024-10-31
First Trust Capital Strength ETF	0.325%	0.000%	1,821,106	0	2024-09-30
iShares Russell Mid-Cap ETF	0.320%	0.663%	1,775,997	11,704	2024-10-31
Russell 1000 Index Fund	0.316%	1.570%	1,756,549	27,147	2024-10-31
Fidelity® Mid Cap Index	0.298%	1.061%	1,739,452	18,269	2023-11-30
Blackrock Russ 1000 Eq Idx Composite	0.313%	-0.050%	1,736,949	-865	2024-09-30
Fidelity Mid Cap Index	0.310%	-3.178%	1,719,468	-56,431	2024-09-30