Aflac Incorporated
MX ˙ BMV ˙ US0010551028
SecurityMX:AFL / Aflac Incorporated
InstitutionGotham Asset Management, LLC
ManagerJoel Greenblatt
Latest Disclosed Ownership476,592 shares
Latest Disclosed Value $ 52,286,908
Gotham Asset Management, LLC reports 17.44% increase in ownership of AFL / Aflac Incorporated

On May 15, 2026 - Gotham Asset Management, LLC filed a 13F-HR form disclosing ownership of 476,592 shares of Aflac Incorporated (MX:AFL) valued at $52,286,908 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 405,813 shares of Aflac Incorporated. This represents a change in shares of 17.44% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F AFLAC COM 001055102 476,592 70,779 17.44 52,287 16.84 0.1601
2026-02-17 2025-12-31 13F AFLAC COM 001055102 405,813 92,112 29.36 44,749 27.71 0.1634
2025-11-14 2025-09-30 13F AFLAC COM 001055102 313,701 55,762 21.62 35,040 28.81 0.1525
2025-08-14 2025-06-30 13F AFLAC COM 001055102 257,939 53,269 26.03 27,202 19.53 0.1628
2025-05-15 2025-03-31 13F AFLAC COM 001055102 204,670 35,242 20.80 22,757 29.85 0.1899
2025-02-14 2024-12-31 13F AFLAC COM 001055102 169,428 14,218 9.16 17,526 1.00 0.1662
2024-11-14 2024-09-30 13F AFLAC COM 001055102 155,210 22,242 16.73 17,352 46.12 0.1795
2024-08-14 2024-06-30 13F AFLAC COM 001055102 132,968 30,425 29.67 11,875 34.88 0.1537
2024-05-15 2024-03-31 13F AFLAC COM 001055102 102,543 12,075 13.35 8,804 17.97 0.1330
2024-02-14 2023-12-31 13F AFLAC COM 001055102 90,468 3,696 4.26 7,464 12.07 0.1385
2023-11-14 2023-09-30 13F AFLAC COM 001055102 86,772 -3,081 -3.43 6,660 6.19 0.1376
2023-08-14 2023-06-30 13F AFLAC COM 001055102 89,853 18,700 26.28 6,272 36.62 0.1364
2023-05-15 2023-03-31 13F AFLAC COM 001055102 71,153 24,304 51.88 4,591 36.20 0.1113
2023-02-14 2022-12-31 13F AFLAC COM 001055102 46,849 1,671 3.70 3,370 32.73 0.0948
2022-11-14 2022-09-30 13F AFLAC COM 001055102 45,178 -8,451 -15.76 2,539 -14.43 0.0760
2022-08-15 2022-06-30 13F AFLAC COM 001055102 53,629 10,242 23.61 2,967 6.19 0.0953
2022-05-16 2022-03-31 13F AFLAC COM 001055102 43,387 -9,292 -17.64 2,794 -9.17 0.0865
2022-02-14 2021-12-31 13F AFLAC COM 001055102 52,679 -478 -0.90 3,076 11.01 0.0992
2021-11-15 2021-09-30 13F AFLAC COM 001055102 53,157 19,253 56.79 2,771 52.34 0.1124
2021-08-16 2021-06-30 13F AFLAC COM 001055102 33,904 18,536 120.61 1,819 131.13 0.0771
2021-05-17 2021-03-31 13F AFLAC COM 001055102 15,368 -15,202 -49.73 787 -42.09 0.0351
2021-02-16 2020-12-31 13F AFLAC COM 001055102 30,570 -44,834 -59.46 1,359 -50.42 0.0449
2020-11-16 2020-09-30 13F AFLAC COM 001055102 75,404 -23,150 -23.49 2,741 -22.81 0.0880
2020-08-13 2020-06-30 13F AFLAC COM 001055102 98,554 -42,746 -30.25 3,551 -26.60 0.1063
2020-05-15 2020-03-31 13F AFLAC COM 001055102 141,300 102,885 267.83 4,838 138.09 0.1344
2020-02-14 2019-12-31 13F AFLAC COM 001055102 38,415 -52,211 -57.61 2,032 -57.15 0.0373
2019-11-14 2019-09-30 13F AFLAC COM 001055102 90,626 54,613 151.65 4,742 140.22 0.0838
2019-08-14 2019-06-30 13F AFLAC COM 001055102 36,013 602 1.70 1,974 11.46 0.0315
2019-05-15 2019-03-31 13F AFLAC COM 001055102 35,411 -4,785 -11.90 1,771 -3.28 0.0259
2019-02-14 2018-12-31 13F AFLAC COM 001055102 40,196 8,761 27.87 1,831 23.72 0.0285
2018-11-14 2018-09-30 13F AFLAC COM 001055102 31,435 5,257 20.08 1,480 31.44 0.0204
2018-08-14 2018-06-30 13F AFLAC COM 001055102 26,178 4,495 20.73 1,126 18.65 0.0163
2018-05-15 2018-03-31 13F AFLAC COM 001055102 21,683 21,683 -17.17 949 -15.72 0.0133
2017-08-14 2017-06-30 13F AFLAC COM 001055102 0 -20,202 -100.00 0 -100.00
2017-05-15 2017-03-31 13F AFLAC COM 001055102 20,202 13,859 218.49 1,463 231.75 0.0186
2017-02-14 2016-12-31 13F AFLAC COM 001055102 6,343 6,343 -68.60 441 -69.86 0.0057
2016-05-16 2016-03-31 13F AFLAC COM 001055102 0 -14,458 -100.00 0 -100.00
2016-02-16 2015-12-31 13F AFLAC COM 001055102 14,458 2,217 18.11 866 21.63 0.0094
2015-11-16 2015-09-30 13F AFLAC COM 001055102 12,241 -3,808 -23.73 712 -28.66 0.0069
2015-08-14 2015-06-30 13F AFLAC COM 001055102 16,049 10,064 168.15 998 160.57 0.0083
2015-05-15 2015-03-31 13F AFLAC COM 001055102 5,985 960 19.10 383 24.76 0.0029
2015-02-17 2014-12-31 13F AFLAC COM 001055102 5,025 665 15.25 307 20.87 0.0025
2014-11-14 2014-09-30 13F AFLAC COM 001055102 4,360 4,360 -13.23 254 -17.26 0.0025
2014-08-14 2014-06-30 13F AFLAC COM 001055102 0 -6,124 -100.00 0 -100.00
2014-05-15 2014-03-31 13F AFLAC COM 001055102 6,124 33 0.54 386 -5.16 0.0058
2014-02-14 2013-12-31 13F AFLAC COM 001055102 6,091 -15 -0.25 407 7.39 0.0097
2013-11-14 2013-09-30 13F AFLAC COM 001055102 6,106 26 0.43 379 7.37 0.0123
2013-08-15 2013-06-30 13F/A-1 AFLAC COM 001055102 6,080 6,080 353 0.0151
2013-08-14 2013-06-30 13F AFLAC COM 001055102 6,080 353 0.0151
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.