AFL AFLAC, Inc.
AFLAC, Inc. (AFL) Institutional Ownership
What the institutions did with AFL last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| Stonebridge Financial Group, LLC | 59.4K | 33.5% |
| Coastline Trust Co | 48.0K | 27.1% |
| ROCKLAND TRUST CO | 8.9K | 5.0% |
| Roxbury Financial LLC | 8.0K | 4.5% |
| MassMutual Private Wealth & Trust, FSB | 7.8K | 4.4% |
| EASTERN BANK | 6.9K | 3.9% |
| Ridgewood Investments LLC | 6.7K | 3.8% |
| First Citizens Financial Corp | 5.5K | 3.1% |
| CX Institutional | 4.8K | 2.7% |
| PARK NATIONAL CORP /OH/ | 4.1K | 2.3% |
| Versant Capital Management, Inc | 3.4K | 1.9% |
| Rosenberg Matthew Hamilton | 2.5K | 1.4% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 2.2K | 1.2% |
| ACIMA PRIVATE WEALTH, LLC | 2.1K | 1.2% |
| PRIVATE CLIENT SERVICES, LLC | 2.0K | 1.1% |
| Heartwood Wealth Advisors LLC | 2.0K | 1.1% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 1.8K | 1.0% |
| TOMPKINS FINANCIAL CORP | 726 | 0.4% |
| GoalVest Advisory LLC | 362 | 0.2% |
| Hickory Point Bank & Trust | 195 | 0.1% |
| BURKETT FINANCIAL SERVICES, LLC | 41 | 0.0% |
| Planning Strategies Inc. | 41 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Central Pacific Bank - Trust Division | Sold Out | 2.7K | 0 | -2.7K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | New | 0 | 1.8K | +1.8K |
| Ridgewood Investments LLC | Reduced | 7.8K | 6.7K | -1.1K |
| Stonebridge Financial Group, LLC | Increased | 58.4K | 59.4K | +1.0K |
| Coastline Trust Co | Reduced | 48.7K | 48.0K | -646 |
| ROCKLAND TRUST CO | Reduced | 9.4K | 8.9K | -579 |
| CX Institutional | Increased | 4.4K | 4.8K | +335 |
| PRIVATE CLIENT SERVICES, LLC | Reduced | 2.1K | 2.0K | -130 |
| EASTERN BANK | Reduced | 7.0K | 6.9K | -130 |
| MassMutual Private Wealth & Trust, FSB | Reduced | 7.9K | 7.8K | -119 |
| Versant Capital Management, Inc | Reduced | 3.5K | 3.4K | -79 |
| Heartwood Wealth Advisors LLC | Increased | 1.9K | 2.0K | +54 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | Increased | 2.2K | 2.2K | +23 |
| Roxbury Financial LLC | Reduced | 8.0K | 8.0K | -20 |
| PARK NATIONAL CORP /OH/ | Reduced | 4.1K | 4.1K | -13 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.