AFLAC INC (AFL)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
77
Reporting holders
$128.7M
Reported value
0.0%
Calls
0.0%
Puts
-1,633
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | $21.5M | 192,520 | 1.42% | 32q | -1.6%-$360.5K |
| Dorato Capital Management | $21.1M | 186,938 | 14.04% | 4q | HELD |
| TOTH FINANCIAL ADVISORY CORP | $9.0M | 80,141 | 0.89% | 32q | HELD |
| KWMG, LLC | $8.7M | 77,839 | 0.63% | 32q | +1.8%+$149.8K |
| Allen Mooney & Barnes Investment Advisors LLC | $6.8M | 60,891 | 1.01% | 19q | HELD |
| Stonebridge Financial Group, LLC | $6.6M | 59,400 | 0.49% | 8q | +1.7%+$111.8K |
| ALKEME WEALTH, LLC | $6.3M | 56,606 | 2.39% | 32q | -1.0%-$63.5K |
| Coastline Trust Co | $5.4M | 48,030 | 0.50% | 32q | -1.3%-$72.2K |
| YHB Investment Advisors, Inc. | $4.8M | 43,376 | 0.31% | 32q | -3.4%-$169.4K |
| Farther Finance Advisors, LLC | $4.2M | 37,956 | 0.03% | 16q | +18.1%+$651.1K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $2.9M | 26,094 | 0.25% | 20q | -1.5%-$44.7K |
| Dominguez Wealth Management Solutions, Inc. | $2.6M | 23,313 | 1.44% | 16q | -1.7%-$44.6K |
| GAMMA Investing LLC | $2.2M | 19,421 | 0.07% | 12q | +6.7%+$136.3K |
| Valeo Financial Advisors, LLC | $1.8M | 16,256 | 0.04% | 32q | -4.1%-$77.8K |
| Bank of New Hampshire | $1.8M | 16,013 | 0.39% | 22q | -4.0%-$74.3K |
| Bullock Wealth Management Group | $1.4M | 12,165 | 0.56% | 11q | HELD |
| Wedmont Private Capital | $1.1M | 9,396 | 0.03% | 16q | +2.0%+$21.4K |
| Dickmeyer Boyce Financial Management, Inc. | $1.0M | 9,021 | 0.52% | 3q | -1.1%-$10.8K |
| ROCKLAND TRUST CO | $989.6K | 8,853 | 0.04% | 32q | -6.1%-$64.7K |
| Legacy Private Trust Co. | $971.3K | 8,689 | 0.05% | 32q | HELD |
| Gradient Investments LLC | $936.6K | 8,379 | 0.01% | 29q | +16.3%+$131.3K |
| CoreCap Advisors, LLC | $913.3K | 8,170 | 0.03% | 9q | +17.1%+$133.4K |
| Roxbury Financial LLC | $890.6K | 7,967 | 0.68% | 8q | HELD |
| MassMutual Private Wealth & Trust, FSB | $872.2K | 7,803 | 0.02% | 24q | -1.5%-$13.3K |
| EASTERN BANK | $770.2K | 6,890 | 0.01% | 9q | -1.9%-$14.5K |
| Ridgewood Investments LLC | $745.9K | 6,673 | 0.27% | 31q | -14.2%-$123.5K |
| Plan A Wealth LLC | $721.6K | 6,455 | 0.26% | 8q | -1.2%-$8.7K |
| Biltmore Wealth Management, LLC | $654.7K | 5,857 | 0.20% | 24q | HELD |
| COLTON GROOME FINANCIAL ADVISORS, LLC | $649.8K | 5,813 | 0.15% | 7q | HELD |
| First Citizens Financial Corp | $609.2K | 5,450 | 0.26% | 23q | HELD |
| Apella Capital, LLC | $554.3K | 4,916 | 0.01% | 5q | +18.3%+$85.9K |
| Avidian Wealth Enterprises, LLC | $505.1K | 4,518 | 0.01% | 20q | +1.9%+$9.5K |
| Hamilton Capital, LLC | $482.9K | 4,320 | 0.03% | 17q | HELD |
| TrueWealth Advisors, LLC | $475.1K | 4,251 | 0.11% | 20q | HELD |
| PARK NATIONAL CORP /OH/ | $455.7K | 4,077 | 0.01% | 18q | HELD |
| Sound Income Strategies, LLC | $450.8K | 3,922 | 0.02% | 32q | -2.0%-$9.2K |
| Monument Capital Management | $400.5K | 3,583 | 0.08% | 14q | +1.3%+$5.0K |
| Decker Wealth Management LLC | $397.6K | 3,557 | 0.08% | 4q | +21.0%+$69.0K |
| Versant Capital Management, Inc | $385.3K | 3,447 | 0.03% | 32q | -2.2%-$8.8K |
| Apeiron RIA LLC | $306.4K | 2,755 | 0.07% | 16q | -6.5%-$21.1K |
| Everhart Financial Group, Inc. | $298.9K | 2,674 | 0.02% | 5q | HELD |
| Kaydan Wealth Management, Inc. | $291.3K | 2,605 | 0.10% | 12q | HELD |
| Greenfield Savings Bank | $290.6K | 2,600 | 0.11% | 14q | HELD |
| Cadent Capital Advisors, LLC | $285.0K | 2,550 | 0.06% | 5q | +0.5%+$1.5K |
| Iowa State Bank | $282.0K | 2,523 | 0.05% | 10q | HELD |
| Rosenberg Matthew Hamilton | $279.1K | 2,497 | 0.05% | 27q | HELD |
| Sunburst Financial Group, LLC | $255.0K | 2,282 | 0.04% | 12q | HELD |
| Grove Bank & Trust | $251.1K | 2,246 | 0.02% | 16q | HELD |
| Balefire, LLC | $250.5K | 2,241 | 0.04% | 6q | -3.7%-$9.5K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $246.3K | 2,203 | 0.05% | 9q | +1.1%+$2.6K |
| ACIMA PRIVATE WEALTH, LLC | $240.1K | 2,148 | 0.07% | 32q | HELD |
| Acropolis Investment Management, LLC | $230.3K | 2,061 | 0.01% | 5q | -48.7%-$218.8K |
| PRIVATE CLIENT SERVICES, LLC | $221.1K | 1,978 | 0.06% | 12q | -6.2%-$14.5K |
| Heartwood Wealth Advisors LLC | $219.1K | 1,960 | 0.02% | 9q | +2.8%+$6.0K |
| Venture Visionary Partners LLC | $218.2K | 1,951 | 0.01% | new | NEW |
| TITLEIST ASSET MANAGEMENT, LLC | $212.9K | 1,905 | 0.01% | 11q | -0.5%-$1.1K |
| Bath Savings Trust Co | $209.6K | 1,875 | 0.02% | 5q | HELD |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $205.0K | 1,834 | 0.00% | new | NEW |
| Davis Capital Management | $136.7K | 1,223 | 0.08% | 13q | HELD |
| Bank & Trust Co | $89.4K | 800 | 0.06% | 10q | HELD |
| Wealth Enhancement Trust Services, Inc. | $86.4K | 773 | 0.01% | 4q | -66.8%-$173.5K |
| AMERICAN NATIONAL BANK & TRUST | $86.2K | 771 | 0.01% | 17q | HELD |
| Bangor Savings Bank | $85.1K | 761 | 0.01% | 18q | -27.7%-$32.6K |
| TOMPKINS FINANCIAL CORP | $81.2K | 726 | 0.01% | 3q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $52.9K | 474 | 0.00% | 16q | HELD |
| GoalVest Advisory LLC | $40.5K | 362 | 0.01% | 14q | HELD |
| ATWOOD & PALMER INC | $35.2K | 315 | 0.00% | 25q | HELD |
| Hickory Point Bank & Trust | $21.8K | 195 | 0.01% | 3q | HELD |
| FIRST COMMUNITY TRUST NA | $19.0K | 170 | 0.01% | 20q | HELD |
| Marquette Asset Management, LLC | $15.3K | 137 | 0.00% | 27q | +21.2%+$2.7K |
| Mn Services Vermogensbeheer B.V. | $15.1K | 135,122 | 0.11% | 22q | HELD |
| ELEVATION WEALTH PARTNERS, LLC | $13.5K | 121 | 0.00% | 15q | -17.1%-$2.8K |
| GK Wealth Management LLC | $12.1K | 109 | 0.01% | new | NEW |
| MJT & Associates Financial Advisory Group, Inc. | $6.4K | 57 | 0.00% | 5q | HELD |
| BURKETT FINANCIAL SERVICES, LLC | $4.6K | 41 | 0.00% | 9q | HELD |
| Planning Strategies Inc. | $4.6K | 41 | 0.00% | 2q | HELD |
| GILPIN WEALTH MANAGEMENT, LLC | $3.1K | 28 | 0.00% | 4q | +3.7% |
| Retirement Wealth Solutions LLC | $1.7K | 15 | 0.00% | new | NEW |
| CX Institutional | $533 | 4,772 | 0.01% | 14q | +7.6% |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-14 | 13G/A | Japan Post Holdings Co., Ltd.with 4 co-filers | 10.2% |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Ten percent owners and entities
Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-05 | Japan Post Holdings Co., Ltd. | 10% owner | Sold | 63,000 | $7.4M ×3 |
| 2026-06-12 | Japan Post Holdings Co., Ltd. | 10% owner | Sold | 53,000 | $6.2M ×3 |
| 2026-05-19 | Japan Post Holdings Co., Ltd. | 10% owner | Sold | 50,000 | $5.9M ×2 |
| 2026-06-11 | Japan Post Holdings Co., Ltd. | 10% owner | Sold | 48,500 | $5.7M ×2 |
| 2026-05-18 | Japan Post Holdings Co., Ltd. | 10% owner | Sold | 41,700 | $4.9M ×2 |
| 2026-05-20 | Japan Post Holdings Co., Ltd. | 10% owner | Sold | 31,600 | $3.7M ×2 |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 77 | $128.7M | 1,148,973 | 4 | 16 | 24 | 0.0% |
| Q2 2026 | 1,710 | $45.0B | 374,638,606 | 143 | 490 | 520 | 1.5% |
| Q1 2026 | 1,662 | $39.1B | 353,699,441 | 91 | 431 | 591 | 0.9% |
| Q4 2025 | 1,690 | $39.2B | 351,945,347 | 103 | 477 | 537 | 1.2% |
| Q3 2025 | 1,636 | $39.8B | 350,920,333 | 126 | 408 | 572 | 1.7% |
| Q2 2025 | 1,623 | $39.1B | 365,830,488 | 104 | 447 | 569 | 1.4% |
| Q1 2025 | 1,638 | $41.6B | 369,620,154 | 137 | 423 | 570 | 1.3% |
| Q4 2024 | 1,586 | $39.2B | 372,479,546 | 77 | 412 | 528 | 1.8% |
| Q3 2024 | 1,563 | $43.3B | 379,264,980 | 165 | 381 | 536 | 2.0% |
| Q2 2024 | 1,462 | $35.8B | 393,945,965 | 104 | 438 | 482 | 1.6% |
| Q1 2024 | 1,433 | $35.8B | 410,488,887 | 102 | 388 | 493 | 1.6% |
| Q4 2023 | 1,430 | $34.0B | 402,789,503 | 105 | 369 | 465 | 2.4% |
| Q3 2023 | 1,322 | $31.2B | 397,931,032 | 104 | 331 | 473 | 2.2% |
| Q2 2023 | 1,276 | $28.6B | 400,987,627 | 89 | 367 | 417 | 2.3% |
| Q1 2023 | 1,264 | $26.9B | 411,626,242 | 76 | 365 | 435 | 2.3% |
| Q4 2022 | 1,311 | $30.8B | 420,131,093 | 154 | 335 | 428 | 2.6% |
| Q3 2022 | 1,186 | $23.9B | 415,604,216 | 81 | 345 | 381 | 2.1% |
| Q2 2022 | 1,178 | $23.6B | 419,544,821 | 75 | 356 | 399 | 1.7% |
| Q1 2022 | 1,213 | $28.2B | 432,032,276 | 122 | 363 | 383 | 1.6% |
| Q4 2021 | 1,155 | $25.9B | 435,991,619 | 97 | 316 | 364 | 1.7% |
| Q3 2021 | 1,071 | $23.4B | 445,519,679 | 55 | 306 | 371 | 1.0% |
| Q2 2021 | 1,091 | $24.5B | 454,189,835 | 80 | 354 | 345 | 0.9% |
| Q1 2021 | 1,081 | $23.5B | 456,083,639 | 93 | 309 | 418 | 1.1% |
| Q4 2020 | 1,047 | $21.2B | 468,277,485 | 114 | 274 | 375 | 1.5% |
| Q3 2020 | 946 | $17.5B | 475,810,302 | 59 | 256 | 366 | 1.2% |
| Q2 2020 | 974 | $17.7B | 484,755,173 | 91 | 249 | 395 | 1.4% |
| Q1 2020 | 976 | $17.7B | 506,244,318 | 56 | 266 | 440 | 1.6% |
| Q4 2019 | 1,117 | $27.7B | 515,485,841 | 69 | 291 | 390 | 1.7% |
| Q3 2019 | 1,046 | $25.1B | 472,601,140 | 68 | 277 | 386 | 1.5% |
| Q2 2019 | 1,040 | $27.3B | 486,444,910 | 66 | 286 | 395 | 1.9% |
| Q1 2019 | 1,056 | $25.6B | 506,432,673 | 69 | 290 | 419 | 1.1% |
| Q4 2018 | 1,055 | $24.9B | 538,334,837 | 11 | 19 | 19 | 2.2% |