AFL · Company research
Aflac Inc. (AFL): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableHealthcare
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Tompkins Financial Corporation | 1005817 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 726 | 81152000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| Park National Corporation | 805676 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4077 | 455727000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| FIDUCIARY FINANCIAL ADVISORS | 2116119 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 155 | 18174 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CIDEL ASSET MANAGEMENT INC | 1621915 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4950 | 580390 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Widmann Financial Services, Inc. | 1906640 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2554 | 299457 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Sovereign Investment Advisors, LLC | 1908165 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2305 | 270261 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| OBERWEIS ASSET MANAGEMENT INC/ | 937886 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2000 | 234500 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| WAYSTONE ADVISORS LLC | 2055997 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2431 | 285038 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| AFT, FORSYTH & COMPANY, INC. | 1512073 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3675 | 430894 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 928047 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 233201 | 27342817 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| RICHARDS, MERRILL & PETERSON, INC. | 90108 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4226 | 495510 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| ZWJ INVESTMENT COUNSEL INC | 842782 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14869 | 1743390 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| ARS Wealth Advisors Group, LLC | 1886707 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2771 | 324901 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Wealth Intelligence, LLC | 2112078 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18340 | 2150365 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| DB Fitzpatrick & Co, Inc | 1885767 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10536 | 1235346 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Janney Montgomery Scott LLC | 1329948 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 357736 | 41945 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| WELLINGTON MANAGEMENT GROUP LLP | 902219 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 121963 | 14300162 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1368163 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 133027 | 15597416 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Joule Financial, LLC | 1929070 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2773 | 325147 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Holocene Advisors, LP | 1700574 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6527 | 765291 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Prospera Financial Services Inc | 1541625 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 71423 | 8377437 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Aurdan Capital Management, LLC | 2057382 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10600 | 1242850 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Summit Financial Wealth Advisors, LLC | 1632283 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2967 | 347881 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Brookstone Capital Management | 1599584 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22268 | 2610923 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| OXFORD ASSET MANAGEMENT LLP | 1438284 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3975 | 466069 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| KBC Group NV | 1411133 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 85271 | 9998 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Tradewinds, LLC. | 1932342 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 54174 | 608259 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| UniSuper Management Pty Ltd | 1989400 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 52059 | 6103918 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MONTAG A & ASSOCIATES INC | 829407 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14101 | 1653393 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| YHB Investment Advisors, Inc. | 1469219 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 44891 | 5263619 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Fisher Funds Management LTD | 1435028 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 84661 | 9926502 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 2026926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31476 | 3690561 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Alpine Global Management, LLC | 1581655 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4136 | 484946 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Pacific Center for Financial Services | 1698222 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 220 | 25795 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Redmond Asset Management, LLC | 1567890 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5840 | 684740 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SHELTON CAPITAL MANAGEMENT | 1002784 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 218628 | 25634087 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| City State Bank | 1910666 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 206 | 24154 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Encompass More Asset Management | 2011218 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10679 | 1252113 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| NORDEA INVESTMENT MANAGEMENT AB | 1218210 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 54416 | 6462444 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| &PARTNERS | 107136 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 658408 | 77146495 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 1629649 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14687 | 1722051 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| HCR Wealth Advisors | 1697715 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9636 | 1129832 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| S&T Bank/PA | 1010911 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 93 | 10904 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Dorato Capital Management | 2095216 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 187171 | 22817969 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| WOLFF WIESE MAGANA LLC | 1832097 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15 | 1759 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1446194 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 715300 | 83868925 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SteelPeak Wealth, LLC | 1801868 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 44615 | 5231109 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Supplemental Annuity Collective Trust of NJ | 1483065 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2938 | 344481 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Cypress Wealth Services, LLC | 1721527 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2323 | 272362 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| INVESTMENT PARTNERS, LTD. | 1050068 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1730 | 202823 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Joel Isaacson & Co., LLC | 1599330 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11468 | 1344623 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| BETO FINANCIAL GROUP, LLC | 2104828 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3445 | 427456 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| McAdam, LLC | 1695490 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1979 | 232038 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Kingdom Financial Group LLC. | 1962236 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4954 | 580912 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Nvest Wealth Strategies, Inc. | 2106942 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4 | 469 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Concurrent Investment Advisors, LLC | 2001015 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 62207 | 7293817 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| OneAscent Wealth Management LLC | 1844707 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1730 | 202843 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Cetera Trust Company, N.A | 2005547 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 118 | 13836 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BANK OF MONTREAL /CAN/ | 927971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 153341 | 17979232 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| E. Ohman J:or Asset Management AB | 2009396 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17940 | 2103465 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| SIT INVESTMENT ASSOCIATES INC | 769317 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4200 | 492 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Yoffe Investment Management, LLC | 2056336 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4496 | 527156 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Avidian Wealth Enterprises, LLC | 1471474 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4433 | 519740 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1021223 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 68 | 8065 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| EAGLE ROCK INVESTMENT COMPANY, LLC | 1911407 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2900 | 340025 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Financial Management Professionals, Inc. | 1568132 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 66 | 7739 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Legal & General Group Plc | 764068 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1508473 | 176868460 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Keating Financial Advisory Services, Inc. | 2103443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 502 | 58860 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Bath Savings Trust Co | 1384943 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1875 | 219844 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Wealthcare Advisory Partners LLC | 1683059 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8877 | 1040815 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Procyon Advisors, LLC | 1804329 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2397 | 281074 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Towerpoint Wealth, LLC | 1731445 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2433 | 285295 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| TCV Trust & Wealth Management, Inc. | 1135439 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1627 | 190765 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1748861 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6401 | 750518 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| HFM Investment Advisors, LLC | 2067972 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32 | 3752 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Silver Coast Investments LLC | 2012033 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8786 | 1030159 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Marquette Asset Management, LLC | 1395067 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 113 | 13250 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| PEAK6 LLC | 1389958 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21500 | 2520875 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SMITH SHELLNUT WILSON LLC /ADV | 944317 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18399 | 2157283 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| ARMISTICE CAPITAL, LLC | 1601086 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6378 | 747821 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.