Who holds AFLticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

AFLAC INC · COM · quarter ended 2026-03-31 · 15 members disclosed AFL ↗

1,398

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$35.4B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

517

addsholders whose share count rose or who opened the position (new + add), by shares

155

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of AFL ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	Japan Post Holdings Co., Ltd.	$5.7B	51,974,500	−325,500	trim
2	BlackRock, Inc.	$4.0B	36,205,291	−572,535	trim
3	VANGUARD CAPITAL MANAGEMENT LLC	$3.3B	30,254,403	—	no prior
4	STATE STREET CORP	$2.6B	23,600,470	−162,131	trim
5	VANGUARD PORTFOLIO MANAGEMENT LLC	$2.0B	18,242,564	—	no prior
6	GEODE CAPITAL MANAGEMENT, LLC	$1.2B	10,717,264	+248,274	add
7	WELLS FARGO & COMPANY/MN	$1.2B	10,548,868	−271,215	trim
8	MORGAN STANLEY	$867M	7,901,444	−323,039	trim
9	NORTHERN TRUST CORP	$719M	6,550,837	+6,695	add
10	DIMENSIONAL FUND ADVISORS LP	$499M	4,550,855	+67,650	add
11	Invesco Ltd.	$477M	4,349,223	+601,527	add
12	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$446M	4,069,126	−344,689	trim
13	Legal & General Group Plc	$418M	3,811,014	+62,048	add
14	Amundi	$359M	3,268,209	+603,426	add
15	FIRST TRUST ADVISORS LP	$349M	3,184,801	+1,968,738	add
16	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$346M	3,149,578	+47,139	add
17	UBS Group AG	$296M	2,698,310	+1,259,209	add
18	Bank of New York Mellon Corp	$294M	2,676,830	−95,916	trim
19	VANGUARD FIDUCIARY TRUST CO	$288M	2,626,416	—	no prior
20	BANK OF AMERICA CORP /DE/	$256M	2,330,679	−329,043	trim
21	Guinness Asset Management LTD	$236M	2,159,078	−142,076	trim
22	DEUTSCHE BANK AG\	$233M	2,119,946	−5,199	trim
23	NORDEA INVESTMENT MANAGEMENT AB	$210M	1,944,989	+78,518	add
24	ProShare Advisors LLC	$177M	1,617,315	+48,164	add
25	Swiss National Bank	$160M	1,461,300	+69,000	add
26	RAYMOND JAMES FINANCIAL INC	$160M	1,454,102	−30,547	trim
27	FMR LLC	$158M	1,436,555	+75,793	add
28	Robeco Institutional Asset Management B.V.	$150M	1,369,412	−117,289	trim
29	BARCLAYS PLC	$141M	1,289,092	−3,715	trim
30	Sumitomo Mitsui Trust Group, Inc.	$132M	1,207,226	−75,300	trim
31	Pinnacle Financial Partners, Inc.	$126M	1,150,524	+52,241	add
32	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$125M	1,140,542	+595,464	add
33	Mitsubishi UFJ Asset Management Co., Ltd.	$124M	1,132,495	+59,778	add
34	Nuveen, LLC	$121M	1,099,260	−5,625	trim
35	Vanguard Global Advisers, LLC	$115M	1,044,098	—	no prior
36	ROYAL BANK OF CANADA	$113M	1,025,765	+158,350	add
37	Qube Research & Technologies Ltd	$111M	1,009,765	+131,554	add
38	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$110M	999,037	−142,797	trim
39	HSBC HOLDINGS PLC	$106M	964,590	−1,158,026	trim
40	VANGUARD ASSET MANAGEMENT, Ltd	$105M	958,191	—	no prior
41	CITADEL ADVISORS LLC	$105M	957,294	+709,999	add
42	LPL Financial LLC	$96.7M	880,996	−100,729	trim
43	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$92.8M	846,186	+254,010	add
44	HighTower Advisors, LLC	$92.4M	841,986	+54,871	add
45	TCTC Holdings, LLC	$88.8M	809,298	0	no change
46	National Pension Service	$88.6M	807,430	+807,430	new
47	ASSETMARK, INC	$88.0M	801,692	−70,926	trim
48	ENVESTNET ASSET MANAGEMENT INC	$87.3M	796,083	−42,458	trim
49	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	$84.7M	772,361	−32,734	trim
50	MARSHALL WACE, LLP	$81.9M	746,927	−364,784	trim
51	FRANKLIN RESOURCES INC	$79.6M	725,624	+148,080	add
52	STOREBRAND ASSET MANAGEMENT AS	$74.1M	674,978	—	no prior
53	RENAISSANCE TECHNOLOGIES LLC	$73.3M	667,700	+529,200	add
54	CITIGROUP INC	$71.3M	650,031	+129,875	add
55	JANE STREET GROUP, LLC	$69.2M	630,770	+129,072	add
56	Vest Financial, LLC	$67.4M	614,148	+50,455	add
57	AGF MANAGEMENT LTD	$67.2M	612,340	−102,280	trim
58	ALLIANCEBERNSTEIN L.P.	$66.9M	607,116	−445,370	trim
59	&PARTNERS	$64.8M	590,580	+5,163	add
60	NEW YORK STATE COMMON RETIREMENT FUND	$61.0M	555,666	−8,000	trim
61	NOMURA ASSET MANAGEMENT CO LTD	$59.9M	546,111	+19,009	add
62	Quantinno Capital Management LP	$57.0M	519,634	+71,074	add
63	PRINCIPAL FINANCIAL GROUP INC	$56.7M	516,801	−2,990	trim
64	Russell Investments Group, Ltd.	$56.0M	513,440	+43,306	add
65	Universal- Beteiligungs- und Servicegesellschaft mbH	$55.3M	504,928	+21,668	add
66	AMERIPRISE FINANCIAL INC	$53.6M	488,357	+33,885	add
67	TWO SIGMA INVESTMENTS, LP	$52.5M	478,735	−148,448	trim
68	Gotham Asset Management, LLC	$52.3M	476,592	+70,779	add
69	Clark Capital Management Group, Inc.	$52.3M	476,570	+4,976	add
70	Retirement Systems of Alabama	$50.7M	462,212	−1,214	trim
71	Corient Private Wealth LLC	$50.6M	461,778	−640,803	trim
72	STIFEL FINANCIAL CORP	$50.4M	459,380	−21,672	trim
73	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$49.0M	446,908	−27,474	trim
74	Sterling Capital Management LLC	$47.4M	432,209	−19,500	trim
75	MILLENNIUM MANAGEMENT LLC	$44.7M	407,292	−123,183	trim
76	AVIVA PLC	$44.5M	405,743	−22,729	trim
77	TRUIST FINANCIAL CORP	$44.1M	401,567	−29,843	trim
78	DANSKE BANK A/S	$42.8M	389,903	+2,797	add
79	BANK OF MONTREAL /CAN/	$42.1M	383,895	−41,901	trim
80	GATEWAY INVESTMENT ADVISERS LLC	$41.7M	380,217	−5,273	trim
81	Aberdeen Group plc	$41.3M	376,654	+15,632	add
82	Polar Capital Holdings Plc	$41.1M	375,000	−73,000	trim
83	AMF Tjanstepension AB	$40.7M	371,149	+10,790	add
84	KLP KAPITALFORVALTNING AS	$40.1M	365,170	+4,500	add
85	ADAGE CAPITAL PARTNERS GP, L.L.C.	$39.3M	358,174	−67,700	trim
86	Cetera Investment Advisers	$38.2M	348,220	−9,870	trim
87	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$37.5M	341,869	+13,675	add
88	AQR CAPITAL MANAGEMENT LLC	$37.4M	343,333	−1,065,781	trim
89	Henshaw Capital LLC	$37.0M	337,000	—	no prior
90	BNP Paribas Asset Management Holding S.A.	$36.5M	332,961	−177,518	trim
91	Rockefeller Capital Management L.P.	$36.3M	331,320	−10,772	trim
92	CONNING INC.	$36.0M	328,376	+18,658	add
93	WELCH & FORBES LLC	$34.8M	317,011	−4,237	trim
94	Pictet Asset Management Holding SA	$33.6M	306,702	−30,527	trim
95	Baird Financial Group, Inc.	$33.3M	303,545	+303,545	new
96	Willis Investment Counsel	$33.2M	302,180	+1,086	add
97	ROYAL LONDON ASSET MANAGEMENT LTD	$33.0M	300,927	−371	trim
98	Cerity Partners LLC	$32.9M	299,606	+16,590	add
99	HANCOCK WHITNEY CORP	$32.6M	297,496	−11,273	trim
100	APG Asset Management N.V.	$30.5M	320,765	−16,762	trim
101	Swedbank AB	$29.5M	269,140	−7,738	trim
102	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$29.5M	268,521	−689,342	trim
103	PhiloSmith Capital Corp	$29.4M	267,800	0	no change
104	STATE OF WISCONSIN INVESTMENT BOARD	$29.2M	266,193	+3,581	add
105	CIBC Asset Management Inc	$29.0M	264,385	+40,096	add
106	Creative Planning	$28.6M	260,338	+9,555	add
107	SCHRODER INVESTMENT MANAGEMENT GROUP	$28.5M	259,546	+2,403	add
108	Zurcher Kantonalbank (Zurich Cantonalbank)	$28.4M	258,905	+258,905	new
109	PRUDENTIAL FINANCIAL INC	$28.3M	258,187	−11,490	trim
110	WATERS PARKERSON & CO., LLC	$28.3M	258,140	−3,458	trim
111	TORONTO DOMINION BANK	$28.3M	257,957	+44,591	add
112	Chevy Chase Trust Holdings, LLC	$27.9M	254,161	−10,175	trim
113	Allianz Asset Management GmbH	$27.5M	250,485	−221,000	trim
114	Vanguard Investments Australia, Ltd.	$27.3M	248,463	—	no prior
115	COMMONWEALTH EQUITY SERVICES, LLC	$27.0M	246,423	+5,423	add
116	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$27.0M	245,674	−26,130	trim
117	VICTORY CAPITAL MANAGEMENT INC	$26.9M	245,576	+3,600	add
118	ARIEL INVESTMENTS, LLC	$26.2M	239,266	+27,194	add
119	Destination Wealth Management	$26.0M	236,684	+1,983	add
120	Korea Investment CORP	$26.0M	236,679	−53,082	trim
121	MERCER GLOBAL ADVISORS INC /ADV	$25.6M	237,866	−20,358	trim
122	HUNTINGTON NATIONAL BANK	$25.3M	230,549	−2,195	trim
123	OSAIC HOLDINGS, INC.	$24.1M	219,835	−20,465	trim
124	Asset Management One Co., Ltd.	$24.1M	219,489	−8,573	trim
125	NISA INVESTMENT ADVISORS, LLC	$23.7M	215,608	+7,320	add
126	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$23.6M	216,420	−36,243	trim
127	JNBA Financial Advisors	$23.6M	214,718	−176	trim
128	SHELTON CAPITAL MANAGEMENT	$22.6M	206,419	−207,950	trim
129	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$22.5M	205,495	−3,397	trim
130	Mitsubishi UFJ Trust & Banking Corp	$22.4M	204,420	−4,120	trim
131	KEYBANK NATIONAL ASSOCIATION/OH	$22.2M	202,806	+495	add
132	Squarepoint Ops LLC	$21.7M	197,868	+185,297	add
133	Dorato Capital Management	$21.2M	187,373	−2,000	trim
134	NATIXIS	$21.1M	192,014	+19,386	add
135	Moran Wealth Management, LLC	$20.7M	188,305	−9,954	trim
136	AMERICAN CENTURY COMPANIES INC	$20.3M	185,233	+234	add
137	US BANCORP \DE\	$20.2M	183,696	−3,335	trim
138	TD ASSET MANAGEMENT INC	$20.1M	183,076	+4,432	add
139	Blue Trust, Inc.	$19.7M	179,761	−18,114	trim
140	Resona Asset Management Co.,Ltd.	$19.2M	175,309	+1,566	add
141	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$18.9M	172,024	+80,350	add
142	State of New Jersey Common Pension Fund D	$18.4M	167,924	0	no change
143	Lansforsakringar Fondforvaltning AB (publ)	$18.2M	165,841	−2,308	trim
144	Midwest Trust Co	$17.9M	162,975	+153,925	add
145	JONES FINANCIAL COMPANIES LLLP	$17.8M	167,121	+58,774	add
146	TEACHER RETIREMENT SYSTEM OF TEXAS	$17.8M	162,062	+67,887	add
147	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$17.6M	160,148	−25,286	trim
148	Trexquant Investment LP	$17.4M	158,384	+56,769	add
149	Tredje AP-fonden	$17.2M	157,230	+108,676	add
150	CIBC Bancorp USA Inc.	$17.0M	155,182	—	no prior
151	MUFG Securities EMEA plc	$16.1M	146,733	+127,395	add
152	NewEdge Advisors, LLC	$15.8M	143,968	−3,459	trim
153	MATHER GROUP, LLC.	$15.7M	142,974	−390	trim
154	Steward Partners Investment Advisory, LLC	$15.6M	142,602	+47,380	add
155	NATIONAL BANK OF CANADA /FI/	$15.6M	142,407	−54,727	trim
156	HM PAYSON & CO	$15.6M	142,317	−560	trim
157	YOUSIF CAPITAL MANAGEMENT, LLC	$15.6M	142,228	+1,564	add
158	FIFTH THIRD BANCORP	$15.6M	142,180	+81,803	add
159	CULLINAN ASSOCIATES INC	$15.2M	138,359	−3,815	trim
160	Illinois Municipal Retirement Fund	$15.0M	136,941	−37,349	trim
161	SEI INVESTMENTS CO	$15.0M	136,494	+11,989	add
162	Arizona State Retirement System	$15.0M	136,478	−6,888	trim
163	TRILLIUM ASSET MANAGEMENT, LLC	$14.8M	149,671	+12,569	add
164	Southeast Asset Advisors, LLC	$14.8M	134,742	+1	add
165	DAVENPORT & Co LLC	$14.7M	134,269	−15,181	trim
166	COMMERCE BANK	$14.7M	134,165	−1,864	trim
167	PUBLIC SECTOR PENSION INVESTMENT BOARD	$14.6M	132,803	−207,306	trim
168	Ethic Inc.	$14.5M	131,780	+9,260	add
169	OFI INVEST ASSET MANAGEMENT	$14.3M	150,459	+148,576	add
170	Wilmington Savings Fund Society, FSB	$14.0M	128,000	−6,183	trim
171	Czech National Bank	$13.9M	127,137	+2,756	add
172	STATE OF MICHIGAN RETIREMENT SYSTEM	$13.9M	126,507	−1,600	trim
173	WORLDQUANT MILLENNIUM ADVISORS LLC	$13.9M	126,434	+82,864	add
174	Varma Mutual Pension Insurance Co	$13.6M	124,191	0	no change
175	Mirae Asset Global Investments Co., Ltd.	$13.5M	123,189	+16,473	add
176	Calamos Advisors LLC	$13.4M	122,136	0	no change
177	OPPENHEIMER & CO INC	$13.4M	121,919	+121,919	new
178	LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE	$13.3M	121,631	−2,230	trim
179	DnB Asset Management AS	$13.0M	118,428	−49,575	trim
180	Point72 Asset Management, L.P.	$12.9M	117,456	+117,456	new
181	AUXIER ASSET MANAGEMENT LLC	$12.6M	114,978	−216	trim
182	PACES FERRY WEALTH ADVISORS, LLC	$12.6M	114,761	−9,683	trim
183	BANQUE PICTET & CIE SA	$12.6M	114,626	+5,890	add
184	Rafferty Asset Management, LLC	$12.5M	113,494	−30,391	trim
185	Pathstone Holdings, LLC	$12.4M	112,691	−561	trim
186	TOCQUEVILLE ASSET MANAGEMENT L.P.	$12.3M	112,459	−9	trim
187	IFM Investors Pty Ltd	$12.3M	111,901	+730	add
188	Weiss Asset Management LP	$12.1M	110,685	+102,105	add
189	MATTERN CAPITAL MANAGEMENT, LLC	$12.1M	110,625	+1,720	add
190	MetLife Investment Management, LLC	$12.0M	109,137	−4,079	trim
191	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$11.9M	108,743	−978	trim
192	Vanguard Personalized Indexing Management, LLC	$11.9M	108,480	+304	add
193	Approach Retirement Advisors, LLC	$11.7M	106,635	0	no change
194	SEB Asset Management AB	$11.7M	106,559	—	no prior
195	Cannell & Spears LLC	$11.5M	104,661	−31	trim
196	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$11.4M	103,512	+10,615	add
197	FEDERATED HERMES, INC.	$11.2M	102,474	−118,505	trim
198	D. E. Shaw & Co., Inc.	$11.2M	102,353	+29,237	add
199	MACKENZIE FINANCIAL CORP	$11.2M	101,952	+4,126	add
200	Focus Partners Wealth	$10.9M	99,480	−15,319	trim
201	Swiss Life Asset Management Ltd	$10.8M	98,708	+2,287	add
202	M&T BANK CORP	$10.6M	96,777	−3,510	trim
203	Assenagon Asset Management S.A.	$10.5M	95,897	−292,499	trim
204	QRG CAPITAL MANAGEMENT, INC.	$10.5M	95,778	+4,670	add
205	BALYASNY ASSET MANAGEMENT L.P.	$10.5M	95,273	+79,168	add
206	Mariner, LLC	$10.3M	93,528	−110,086	trim
207	XPONANCE LLC	$10.2M	93,330	+11,603	add
208	XTX Topco Ltd	$10.2M	93,069	+10,703	add
209	Cambria Investment Management, L.P.	$10.0M	90,976	+9,958	add
210	MARCO INVESTMENT MANAGEMENT LLC	$9.9M	89,928	−150	trim
211	Fisher Funds Management LTD	$9.8M	89,565	0	no change
212	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$9.8M	89,535	−869	trim
213	LEAVELL INVESTMENT MANAGEMENT, INC.	$9.7M	88,224	−3,402	trim
214	Eurizon Capital SGR S.p.A.	$9.7M	88,139	−8,006	trim
215	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$9.6M	87,701	−1,408	trim
216	Alyeska Investment Group, L.P.	$9.6M	87,360	+87,360	new
217	USS Investment Management Ltd	$9.5M	86,837	+5,396	add
218	Turtle Creek Wealth Advisors, LLC	$9.3M	84,476	+6,768	add
219	BENJAMIN EDWARDS INC	$9.2M	84,062	−1,428	trim
220	Federation des caisses Desjardins du Quebec	$9.2M	83,946	+11,924	add
221	Daiwa Securities Group Inc.	$9.2M	83,791	+4,507	add
222	ASR Vermogensbeheer N.V.	$9.2M	83,778	+1,554	add
223	CANADA PENSION PLAN INVESTMENT BOARD	$9.2M	83,439	−400,543	trim
224	Woodline Partners LP	$9.0M	81,801	+75,084	add
225	PITTENGER & ANDERSON INC	$8.9M	81,553	0	no change
226	MML INVESTORS SERVICES, LLC	$8.9M	81,122	−7,322	trim
227	JGP Wealth Management, LLC	$8.9M	80,758	−167	trim
228	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	$8.6M	78,093	−6,704	trim
229	TOTH FINANCIAL ADVISORY CORP	$8.5M	77,832	−136	trim
230	Utah Retirement Systems	$8.4M	76,514	−3,602	trim
231	Citizens National Bank Trust Department	$8.4M	76,368	−470	trim
232	Ensign Peak Advisors, Inc	$8.4M	76,182	−6,849	trim
233	KWMG, LLC	$8.3M	75,568	+1,879	add
234	MACQUARIE GROUP LTD	$8.2M	75,150	−26,920	trim
235	Prospera Financial Services Inc	$8.2M	74,696	−5,258	trim
236	Grantham, Mayo, Van Otterloo & Co. LLC	$8.2M	74,540	−10,347	trim
237	VOYA INVESTMENT MANAGEMENT LLC	$8.1M	74,065	−797	trim
238	Guardian Partners Inc.	$8.0M	72,588	+456	add
239	UNITED BANK	$8.0M	72,691	+4,651	add
240	Cresset Asset Management, LLC	$8.0M	72,558	−3,559	trim
241	WELLINGTON MANAGEMENT GROUP LLP	$7.8M	71,379	+63,810	add
242	Biondo Investment Advisors, LLC	$7.8M	71,210	+71,210	new
243	BANK OF NOVA SCOTIA	$7.8M	71,165	−10,144	trim
244	Columbus Macro, LLC	$7.7M	70,329	+2,068	add
245	Modera Wealth Management, LLC	$7.7M	70,322	+1,394	add
246	LEVEL FOUR ADVISORY SERVICES, LLC	$7.7M	69,830	+4,038	add
247	Allspring Global Investments Holdings, LLC	$7.6M	69,695	+15,561	add
248	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$7.6M	69,521	+911	add
249	MISSION WEALTH MANAGEMENT, LP	$7.6M	69,415	+20,045	add
250	Bank Julius Baer & Co. Ltd, Zurich	$7.6M	68,995	−18,850	trim
251	Palisade Asset Management, LLC	$7.6M	68,969	−685	trim
252	Concurrent Investment Advisors, LLC	$7.6M	68,820	+1,172	add
253	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$7.5M	68,623	−21,383	trim
254	D.A. DAVIDSON & CO.	$7.5M	68,109	+4,463	add
255	ZEGA Investments, LLC	$7.5M	68,066	+91	add
256	NEOS Investment Management LLC	$7.4M	67,795	+3,139	add
257	HB Wealth Management, LLC	$7.4M	67,076	+2,597	add
258	CIBC WORLD MARKET INC.	$7.2M	65,520	+3,547	add
259	Empowered Funds, LLC	$7.2M	65,296	+65,296	new
260	NISSAY ASSET MANAGEMENT CORP /JAPAN	$7.2M	65,174	−237	trim
261	HUDSON EDGE INVESTMENT PARTNERS INC.	$7.1M	64,950	−1,214	trim
262	Crossmark Global Holdings, Inc.	$7.1M	64,722	—	no prior
263	Radnor Capital Management, LLC	$7.0M	64,136	−625	trim
264	Merit Financial Group, LLC	$7.0M	64,100	+221	add
265	Sumitomo Mitsui DS Asset Management Company, Ltd	$6.9M	63,028	+347	add
266	Kestra Advisory Services, LLC	$6.9M	62,565	+17,998	add
267	Wealthfront Advisers LLC	$6.8M	62,212	−1,860	trim
268	Lighthouse Investment Partners, LLC	$6.8M	62,079	+41,544	add
269	Bridgewater Associates, LP	$6.8M	61,625	+13,670	add
270	GUARDIAN CAPITAL LP	$6.7M	60,890	+32,174	add
271	MAI Capital Management	$6.7M	60,845	+823	add
272	Cornerstone Wealth Management, LLC	$6.6M	60,463	+2,466	add
273	COLDSTREAM CAPITAL MANAGEMENT INC	$6.6M	60,452	−4,160	trim
274	PENINSULA ASSET MANAGEMENT INC	$6.6M	59,759	−205	trim
275	Sound View Wealth Advisors Group, LLC	$6.5M	59,586	−295	trim
276	NovaPoint Capital, LLC	$6.4M	58,753	+2,401	add
277	Janus Henderson Group Ltd.	$6.4M	58,530	−2,787	trim
278	Meiji Yasuda Asset Management Co Ltd.	$6.4M	58,300	−11,048	trim
279	KESTRA PRIVATE WEALTH SERVICES, LLC	$6.4M	58,263	−3,783	trim
280	BlueChip Wealth Advisors LLC	$6.4M	58,158	0	no change
281	CI INVESTMENTS INC.	$6.3M	57,821	+6,264	add
282	ALKEME WEALTH, LLC	$6.3M	57,342	+883	add
283	Stonebridge Financial Group, LLC	$6.3M	57,319	+1,396	add
284	KANAWHA CAPITAL MANAGEMENT LLC	$6.2M	56,477	−20,085	trim
285	INTECH INVESTMENT MANAGEMENT LLC	$6.2M	56,250	−969	trim
286	Regal Investment Advisors LLC	$6.2M	56,110	−2,887	trim
287	Advisory Resource Group	$6.1M	55,684	+3,334	add
288	MONARCH CAPITAL MANAGEMENT INC	$6.0M	54,888	−2,094	trim
289	Somerset Trust Co	$6.0M	54,616	+341	add
290	WESTPAC BANKING CORP	$6.0M	54,599	+13,211	add
291	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$5.9M	53,522	−500	trim
292	DONALDSON CAPITAL MANAGEMENT, LLC	$5.8M	52,735	−4,241	trim
293	Larson Financial Group LLC	$5.8M	52,665	+1,938	add
294	LBMC INVESTMENT ADVISORS, LLC	$5.8M	52,655	0	no change
295	LMG Wealth Partners, LLC	$5.8M	52,594	+877	add
296	OP Asset Management Ltd	$5.7M	52,244	—	no prior
297	Ameritas Investment Partners, Inc.	$5.7M	51,605	+901	add
298	Wallington Asset Management, LLC	$5.6M	51,364	−3,264	trim
299	Lido Advisors, LLC	$5.5M	50,456	+7,097	add
300	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$5.4M	49,656	−997	trim
301	JERICHO FINANCIAL, LLP	$5.4M	49,125	+369	add
302	REGIONS FINANCIAL CORP	$5.4M	48,832	+3,109	add
303	U.S. Capital Wealth Advisors, LLC	$5.4M	48,797	−158,640	trim
304	Coastline Trust Co	$5.3M	48,711	−3,232	trim
305	LIBERTY ONE INVESTMENT MANAGEMENT, LLC	$5.3M	48,359	+11,584	add
306	Jacobi Capital Management LLC	$5.3M	48,211	−4,368	trim
307	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$5.3M	48,132	−54,246	trim
308	Orion Porfolio Solutions, LLC	$5.3M	47,907	−15,618	trim
309	BURNEY CO/	$5.2M	47,674	−610	trim
310	Azimuth Capital Investment Management LLC	$5.1M	46,645	+250	add
311	KELLY LAWRENCE W & ASSOCIATES INC/CA	$5.0M	45,742	−1,419	trim
312	Beacon Pointe Advisors, LLC	$5.0M	45,415	+7,632	add
313	Vontobel Holding Ltd.	$4.9M	45,063	+136	add
314	YHB Investment Advisors, Inc.	$4.9M	44,958	−951	trim
315	ALBION FINANCIAL GROUP /UT	$4.9M	44,709	−112	trim
316	Long Road Investment Counsel, LLC	$4.9M	44,650	+2,000	add
317	GLENMEDE TRUST CO NA	$4.8M	43,901	−86	trim
318	GUGGENHEIM CAPITAL LLC	$4.8M	43,593	+3,961	add
319	CREDIT AGRICOLE S A	$4.8M	43,554	−11,341	trim
320	UniSuper Management Pty Ltd	$4.8M	43,433	−291	trim
321	Candriam S.C.A.	$4.7M	43,181	+2,230	add
322	BAILARD, INC.	$4.6M	42,316	+5	add
323	EDMP, INC.	$4.6M	42,311	−647	trim
324	VIRGINIA WEALTH MANAGEMENT GROUP, INC.	$4.6M	42,214	+665	add
325	Certified Advisory Corp	$4.6M	42,191	+6	add
326	PRIVATE MANAGEMENT GROUP INC	$4.6M	41,932	0	no change
327	AIA Group Ltd	$4.4M	40,146	−8,931	trim
328	Kintegral Advisory, LLC	$4.4M	40,126	−1,779	trim
329	Avanza Fonder AB	$4.4M	39,863	0	no change
330	FIRST NATIONAL TRUST CO	$4.4M	39,818	−2,695	trim
331	Vident Advisory, LLC	$4.3M	39,427	+14,163	add
332	Freestone Capital Holdings, LLC	$4.3M	39,137	+217	add
333	BIP Wealth, LLC	$4.3M	38,889	−16,834	trim
334	Apollon Wealth Management, LLC	$4.2M	38,501	+804	add
335	FIDUCIARY TRUST CO	$4.2M	38,313	+38,313	new
336	Andra AP-fonden	$4.2M	38,074	+38,074	new
337	Atlantic Union Bankshares Corp	$4.2M	37,912	−15,316	trim
338	SIGNATUREFD, LLC	$4.1M	37,819	−2,884	trim
339	NORTH STAR ASSET MANAGEMENT INC	$4.1M	37,537	−490	trim
340	Hollow Brook Wealth Management LLC	$4.1M	37,147	0	no change
341	Kinloch Capital, LLC	$4.1M	36,998	+54	add
342	Independent Advisor Alliance	$4.0M	36,734	−1,971	trim
343	PARSONS CAPITAL MANAGEMENT INC/RI	$4.0M	36,608	−734	trim
344	Metis Global Partners, LLC	$4.0M	36,498	−3,023	trim
345	Laird Norton Wetherby Trust Company, LLC	$4.0M	36,232	−2,350	trim
346	Allworth Financial LP	$4.0M	36,110	−73	trim
347	Osmosis Investment Management UK Ltd	$4.0M	36,080	−18,756	trim
348	B. Metzler seel. Sohn & Co. AG	$3.9M	35,676	−5,541	trim
349	Investment Management Corp of Ontario	$3.9M	35,650	−1,263	trim
350	Kenora Financial, LLC	$3.9M	35,356	−544	trim
351	Choate Investment Advisors	$3.9M	35,272	−558	trim
352	Integrated Wealth Concepts LLC	$3.9M	35,236	+14,294	add
353	DELTA FINANCIAL ADVISORS LLC	$3.8M	34,856	−316	trim
354	Trek Financial, LLC	$3.8M	34,626	+2,212	add
355	SECURITY NATIONAL BANK OF SO DAK	$3.8M	34,530	−439	trim
356	Elo Mutual Pension Insurance Co	$3.7M	34,136	−41,354	trim
357	Siemens Fonds Invest GmbH	$3.7M	34,102	−72	trim
358	Generali Asset Management SPA SGR	$3.7M	34,069	−17,949	trim
359	Jefferies Financial Group Inc.	$3.7M	33,911	−33,879	trim
360	SBI Securities Co., Ltd.	$3.7M	33,614	−512	trim
361	Gilliland Jeter Wealth Management LLC	$3.7M	33,426	+7	add
362	DAYMARK WEALTH PARTNERS, LLC	$3.7M	33,362	+194	add
363	Legacy Financial Strategies, LLC	$3.6M	33,049	−889	trim
364	UMB Bank, n.a.	$3.5M	32,286	−1,238	trim
365	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$3.5M	31,975	+1,118	add
366	SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/	$3.5M	31,818	−708	trim
367	PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC	$3.4M	31,377	−1,427	trim
368	CFS Investment Advisory Services, LLC	$3.3M	29,217	−129	trim
369	CWM, LLC	$3.3M	30,336	−24,157	trim
370	LongView Wealth Management	$3.3M	29,698	−2,986	trim
371	WOODMONT INVESTMENT COUNSEL LLC	$3.3M	30,176	0	no change
372	Vise Technologies, Inc.	$3.3M	29,944	0	no change
373	Norinchukin Bank, The	$3.3M	29,924	−245	trim
374	HARTFORD INVESTMENT MANAGEMENT CO	$3.2M	29,581	−653	trim
375	AMG National Trust Bank	$3.1M	28,432	+2,908	add
376	MIZUHO SECURITIES USA LLC	$3.1M	28,221	−6,125	trim
377	Core Alternative Capital	$3.0M	27,674	−1,802	trim
378	CAPITAL CITY TRUST CO/FL	$3.0M	27,359	−2,056	trim
379	ABN AMRO INVESTMENT SOLUTIONS	$3.0M	27,350	+3,703	add
380	MITCHELL & PAHL PRIVATE WEALTH, LLC	$3.0M	27,072	+795	add
381	Royal Palms Capital LLC	$3.0M	27,037	+170	add
382	ELEVATION POINT WEALTH PARTNERS, LLC	$3.0M	26,946	+12,247	add
383	BROWN ADVISORY INC	$3.0M	26,919	−99	trim
384	Sequoia Financial Advisors, LLC	$2.9M	26,853	+1,914	add
385	RITHOLTZ WEALTH MANAGEMENT	$2.9M	26,536	−826	trim
386	Machina Capital S.A.S.	$2.9M	26,525	−13,492	trim
387	CANANDAIGUA NATIONAL CORP	$2.9M	26,494	—	no prior
388	EVERGREEN CAPITAL MANAGEMENT LLC	$2.9M	26,305	+3,872	add
389	Private Advisor Group, LLC	$2.9M	26,268	+6,105	add
390	Evercore Wealth Management, LLC	$2.9M	26,256	−300	trim
391	Ballentine Partners, LLC	$2.9M	26,157	+626	add
392	Penobscot Investment Management Company, Inc.	$2.8M	25,972	−3,414	trim
393	Gateway Wealth Partners, LLC	$2.8M	25,502	+23,236	add
394	Inspire Investing, LLC	$2.8M	25,405	+23,177	add
395	OSSIAM	$2.8M	25,141	+13,420	add
396	OMERS ADMINISTRATION Corp	$2.7M	24,954	+5,180	add
397	Knuff & Co LLC	$2.7M	24,867	0	no change
398	Banque Cantonale Vaudoise	$2.7M	24,785	+930	add
399	Dominguez Wealth Management Solutions, Inc.	$2.7M	24,773	−215	trim
400	Savant Capital, LLC	$2.7M	24,765	+4,403	add
401	Equitable Holdings, Inc.	$2.7M	24,702	+14,243	add
402	Biltmore Family Office, LLC	$2.7M	24,363	0	no change
403	EADS & HEALD WEALTH MANAGEMENT	$2.7M	24,329	−133	trim
404	Great Diamond Partners, LLC	$2.6M	24,153	+612	add
405	FLPUTNAM INVESTMENT MANAGEMENT CO	$2.6M	24,134	−1,578	trim
406	G&S Capital LLC	$2.6M	24,049	+532	add
407	Tower Research Capital LLC (TRC)	$2.6M	23,930	+7,927	add
408	Erste Asset Management GmbH	$2.6M	24,236	+1,100	add
409	Maryland State Retirement & Pension System	$2.6M	23,668	−422	trim
410	Capital Investment Advisors, LLC	$2.6M	23,464	−779	trim
411	TKG Advisors, LLC	$2.6M	23,366	+156	add
412	CHIRON CAPITAL MANAGEMENT, LLC	$2.6M	23,258	—	no prior
413	Aptus Capital Advisors, LLC	$2.5M	22,876	−3,563	trim
414	Summit Financial, LLC	$2.5M	22,795	−511	trim
415	NBT BANK, N.A.	$2.5M	22,787	−60	trim
416	Bank OZK	$2.5M	22,500	−127	trim
417	Forza Wealth Management, LLC	$2.4M	22,320	−154	trim
418	CRAWFORD INVESTMENT COUNSEL INC	$2.4M	22,277	−60	trim
419	Ranch Capital Advisors Inc.	$2.4M	22,172	−955	trim
420	SUMMIT WEALTH GROUP LLC / CO	$2.4M	22,068	+9,000	add
421	Brookstone Capital Management	$2.4M	22,017	+1,864	add
422	Walleye Trading LLC	$2.4M	21,725	+21,725	new
423	Waverly Advisors, LLC	$2.4M	21,614	+2,206	add
424	Callan Family Office, LLC	$2.4M	21,611	−2,612	trim
425	OneDigital Investment Advisors LLC	$2.4M	21,540	−160	trim
426	GREENLEAF TRUST	$2.3M	21,204	+4,778	add
427	ING GROEP NV	$2.3M	21,201	−572	trim
428	Mission Creek Capital Partners, Inc.	$2.3M	29,867	+1,062	add
429	Advisors Asset Management, Inc.	$2.3M	21,081	−6,491	trim
430	CENTRAL TRUST Co	$2.3M	20,927	+1,839	add
431	Chesley Taft & Associates LLC	$2.3M	20,867	−75	trim
432	Meeder Advisory Services, Inc.	$2.3M	20,816	−132	trim
433	BUILDER INVESTMENT GROUP INC /ADV	$2.3M	20,770	0	no change
434	Summit Trail Advisors, LLC	$2.3M	20,523	+4,223	add
435	CHESAPEAKE ASSET MANAGEMENT LLC	$2.2M	20,493	−3,000	trim
436	Guinness Atkinson Asset Management Inc	$2.2M	20,456	+3,238	add
437	Caprock Group, LLC	$2.2M	20,307	−8,998	trim
438	AGP FRANKLIN, LLC	$2.2M	20,252	+1,473	add
439	Brightwater Advisory LLC	$2.2M	20,192	0	no change
440	Riverview Capital Advisers, LLC	$2.2M	19,987	+107	add
441	Heritage Trust Co	$2.2M	19,834	−262	trim
442	NOMURA HOLDINGS INC	$2.2M	19,761	+933	add
443	BRADLEY FOSTER & SARGENT INC/CT	$2.1M	19,447	−422	trim
444	Dai-ichi Life Insurance Company, Ltd	$2.1M	19,226	−1,044	trim
445	Weaver C. Barksdale & Associates, Inc.	$2.1M	19,206	+1,086	add
446	Stratos Wealth Partners, LTD.	$2.1M	19,187	−810	trim
447	STEPHENS INC /AR/	$2.1M	19,038	−2,907	trim
448	TRUSTMARK BANK TRUST DEPARTMENT	$2.1M	18,921	−349	trim
449	BLAIR WILLIAM & CO/IL	$2.1M	18,747	−453	trim
450	Koshinski Asset Management, Inc.	$2.1M	18,719	+17	add
451	Empirical Finance, LLC	$2.0M	18,650	−59	trim
452	Northwest & Ethical Investments L.P.	$2.0M	18,620	−347	trim
453	PANAGORA ASSET MANAGEMENT INC	$2.0M	18,522	+5,184	add
454	Fiduciary Group, LLC	$2.0M	18,436	−9	trim
455	Saudi Central Bank	$2.0M	18,378	+18,378	new
456	Mutual Advisors, LLC	$2.0M	18,375	+971	add
457	Wealth Intelligence, LLC	$2.0M	18,340	−4,407	trim
458	Glenview Trust Co	$2.0M	18,304	+9	add
459	PINNACLE ASSOCIATES LTD	$2.0M	18,114	−841	trim
460	BROWN BROTHERS HARRIMAN & CO	$2.0M	18,077	+1,780	add
461	Brooklyn Investment Group	$2.0M	18,031	+5,451	add
462	Cohen Klingenstein LLC	$2.0M	18,000	0	no change
463	SOUTHERN CAPITAL ADVISORS, LLC	$2.0M	17,981	+41	add
464	E. Ohman J:or Asset Management AB	$2.0M	17,940	−1,460	trim
465	Allegheny Financial Group	$2.0M	17,920	−17	trim
466	EP Wealth Advisors, LLC	$1.9M	17,727	−644	trim
467	Kesler, Norman & Wride, LLC	$1.9M	17,721	+62	add
468	Valmark Advisers, Inc.	$1.9M	17,658	−75	trim
469	SAWGRASS ASSET MANAGEMENT LLC	$1.9M	17,512	−1,158	trim
470	Virtus Investment Advisers, LLC	$1.9M	17,510	+17,510	new
471	Athena Investment Management	$1.9M	17,351	−325	trim
472	BRADY FAMILY WEALTH, LLC	$1.9M	17,295	−409	trim
473	Nicholson Wealth Management Group, LLC	$1.9M	17,232	+80	add
474	Tidal Investments LLC	$1.9M	17,227	+8,044	add
475	PRUDENTIAL PLC	$1.9M	17,157	−3,385	trim
476	Bank of New Hampshire	$1.9M	17,042	−813	trim
477	AE Wealth Management LLC	$1.8M	16,862	−1,042	trim
478	Vestmark Advisory Solutions, Inc.	$1.8M	16,821	+305	add
479	RFG Advisory, LLC	$1.8M	16,798	−1,779	trim
480	Raiffeisen Bank International AG	$1.8M	16,858	+13,258	add
481	IHT Wealth Management, LLC	$1.8M	16,504	+276	add
482	Uncommon Cents Investing LLC	$1.8M	16,477	−175	trim
483	Telos Capital Management, Inc.	$1.8M	16,427	−50	trim
484	Clearstead Advisors, LLC	$1.8M	16,320	+2,167	add
485	TOKIO MARINE ASSET MANAGEMENT CO LTD	$1.8M	16,304	0	no change
486	QUADRANT CAPITAL GROUP LLC	$1.8M	16,158	+534	add
487	Saiph Capital, LLC	$1.8M	16,003	0	no change
488	J.W. COLE ADVISORS, INC.	$1.8M	15,980	−154	trim
489	Sawyer & Company, Inc	$1.7M	15,859	−920	trim
490	Ascent Group, LLC	$1.7M	15,714	−442	trim
491	KRAEMATON INVESTMENT ADVISORS, INC	$1.7M	15,447	−204	trim
492	NAPLES GLOBAL ADVISORS, LLC	$1.7M	15,381	−1,910	trim
493	FIL Ltd	$1.7M	15,365	−23,372	trim
494	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$1.7M	15,344	−2,961	trim
495	TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	$1.6M	14,997	−178	trim
496	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$1.6M	14,937	−134	trim
497	EagleClaw Capital Managment, LLC	$1.6M	14,813	−2,800	trim
498	Mendel Capital Management LLC	$1.6M	14,309	—	no prior
499	MONEY CONCEPTS CAPITAL CORP	$1.6M	14,258	+699	add
500	Kingsview Wealth Management, LLC	$1.6M	14,235	−396	trim

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · AFL

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 1 Alan Armstrong R–OK $1K–$15K
Sellers: 0 — —

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 2 Gotham Asset Management, Bridgewater Associates $59.0M held
Trimming: 0 — $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · AFLAC INC

Merged timeline of congressional filings and notable-manager moves on AFL
Date	Who	Change	Size
2026-07-21	Alan Armstrong Congress	Purchase	$1K–$15K
2026-05-15	Gotham Asset Management 13F	add	+70,779 sh
2026-05-15	Bridgewater Associates 13F	add	+13,670 sh

3 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

15 members of Congress disclosed AFL — the congressional view ↗