Vanguard Group Inc ownership in AFL / Aflac Incorporated

Aflac Incorporated

MX ˙ BMV ˙ US0010551028

Security	MX:AFL / Aflac Incorporated
Institution	Vanguard Group Inc
Latest Disclosed Ownership	57,141,127 shares
Ownership	10.90%

2026-01-07 - Vanguard Group Inc has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 57,141,127 shares of Aflac Incorporated (MX:AFL). This represents 10.9 percent ownership of the company. In their previous filing dated 2024-02-13 , Vanguard Group Inc had reported owning 52,438,841 shares, indicating an increase of 8.97 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File Date	Effective Date	Form	Prev Shares	Latest Shares	ΔShares (Percent)	Ownership (Percent)	ΔOwnership (Percent)
2026-01-07	2026-01-07	13G/A	52,438,841	57,141,127	8.97	10.90	21.52
2024-02-13	2024-02-13	13G/A	54,915,312	52,438,841	-4.51	8.97	1.59
2023-02-09	2023-02-09	13G/A	55,327,773	54,915,312	-0.75	8.83	5.62
2022-02-09	2022-02-09	13G/A	59,888,649	55,327,773	-7.62	8.36	-1.99
2021-02-10	2021-02-10	13G/A	65,796,643	59,888,649	-8.98	8.53	-4.80
2020-02-12	2020-02-12	13G/A	68,193,987	65,796,643	-3.52	8.96	0.11
2019-02-11	2019-02-11	13G/A	32,991,337	68,193,987	106.70	8.95	6.67
2018-02-08	2018-02-08	13G/A	30,932,512	32,991,337	6.66	8.39	10.83
2017-02-09	2017-02-09	13G/A	26,629,832	30,932,512	16.16	7.57	21.31
2016-02-10	2016-02-10	13G/A		26,629,832		6.24
2015-02-11	2015-02-11	13G/A		26,571,051		5.89
2014-02-10	2014-02-10	13G/A		26,706,527		5.72
2013-02-22	2013-02-22	13G/A		24,565,187		5.23
2013-02-13	2013-02-13	13G		24,565,187		5.37

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

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	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-01-29	2025-12-31	13F	AFLAC	COM	001055102	57,142,072	6,759,169	13.42	6,301,056	11.96	0.0914
2025-11-07	2025-09-30	13F	AFLAC	COM	001055102	50,382,903	-403,938	-0.80	5,627,770	5.07	0.0842
2025-08-11	2025-06-30	13F	AFLAC	COM	001055102	50,786,841	-563,139	-1.10	5,355,980	-6.19	0.0867
2025-05-09	2025-03-31	13F	AFLAC	COM	001055102	51,349,980	9,682	0.02	5,709,604	7.51	0.1032
2025-02-11	2024-12-31	13F	AFLAC	COM	001055102	51,340,298	653,275	1.29	5,310,640	-6.29	0.0925
2024-11-13	2024-09-30	13F	AFLAC	COM	001055102	50,687,023	-511,119	-1.00	5,666,809	23.93	0.1015
2024-08-13	2024-06-30	13F	AFLAC	COM	001055102	51,198,142	-533,568	-1.03	4,572,506	2.95	0.0878
2024-05-10	2024-03-31	13F	AFLAC	COM	001055102	51,731,710	-708,133	-1.35	4,441,685	2.67	0.0880
2024-03-11	2023-12-31	13F/A-1	AFLAC	COM	001055102	52,439,843	-1,768,164	-3.26	4,326,287	3.99	0.0945
2024-02-14	2023-12-31	13F	AFLAC	COM	001055102	52,438,841	-1,769,166		4,326,204		0.0821
2023-12-18	2023-09-30	13F/A-1	AFLAC	COM	001055102	54,208,007	605,210	1.13	4,160,465	11.20	0.1022
2023-11-14	2023-09-30	13F	AFLAC	COM	001055102	54,208,007	605,210		4,160,465		0.0184
2023-08-14	2023-06-30	13F	AFLAC	COM	001055102	53,602,797	-929,806	-1.71	3,741,475	6.34	0.0887
2023-07-14	2023-03-31	13F/A-1	AFLAC	COM	001055102	54,532,603	-382,709	-0.70	3,518,444	-10.94	0.0896
2023-05-15	2023-03-31	13F	AFLAC	COM	001055102	54,531,567	-383,745		3,518,377		0.0896
2023-02-10	2022-12-31	13F	AFLAC	COM	001055102	54,915,312	-238,233	-0.43	3,950,608	27.45	0.1076
2022-11-14	2022-09-30	13F	AFLAC	COM	001055102	55,153,545	352,873	0.64	3,099,629	2.23	0.0912
2022-08-12	2022-06-30	13F	AFLAC	COM	001055102	54,800,672	288,280	0.53	3,032,121	-13.62	0.0852
2022-05-13	2022-03-31	13F	AFLAC	COM	001055102	54,512,392	-815,381	-1.47	3,510,054	8.65	0.0830
2022-02-14	2021-12-31	13F	AFLAC	COM	001055102	55,327,773	-872,907	-1.55	3,230,589	10.27	0.0733
2021-11-12	2021-09-30	13F	AFLAC	COM	001055102	56,200,680	-1,072,722	-1.87	2,929,741	-4.67	0.0728
2021-08-13	2021-06-30	13F	AFLAC	COM	001055102	57,273,402	-143,177	-0.25	3,073,291	4.58	0.0765
2021-05-14	2021-03-31	13F	AFLAC	COM	001055102	57,416,579	-2,472,070	-4.13	2,938,582	10.34	0.0795
2021-02-12	2020-12-31	13F	AFLAC	COM	001055102	59,888,649	-437,040	-0.72	2,663,248	21.45	0.0773
2020-11-16	2020-09-30	13F	AFLAC	COM	001055102	60,325,689	-2,240,084	-3.58	2,192,840	-2.72	0.0726
2020-08-14	2020-06-30	13F	AFLAC	COM	001055102	62,565,773	-4,094,189	-6.14	2,254,246	-1.24	0.0800
2020-05-15	2020-03-31	13F	AFLAC	COM	001055102	66,659,962	863,319	1.31	2,282,437	-34.42	0.0973
2020-02-14	2019-12-31	13F	AFLAC	COM	001055102	65,796,643	-2,129,380	-3.13	3,480,644	-2.06	0.1187
2019-11-14	2019-09-30	13F	AFLAC	COM	001055102	67,926,023	-214,794	-0.32	3,553,889	-4.84	0.1318
2019-08-14	2019-06-30	13F	AFLAC	COM	001055102	68,140,817	557,750	0.83	3,734,798	10.52	0.1405
2019-05-15	2019-03-31	13F	AFLAC	COM	001055102	67,583,067	-610,920	-0.90	3,379,153	8.76	0.1326
2019-02-14	2018-12-31	13F	AFLAC	COM	001055102	68,193,987	1,455,844	2.18	3,106,917	-1.10	0.1396
2018-12-13	2018-09-30	13F/A-2	AFLAC	COM	001055102	66,738,143	505,341	0.76	3,141,364	10.25	0.1228
2018-11-23	2018-09-30	13F/A-1	AFLAC	COM	001055102	66,738,143	0		3,141,364		0.1228
2018-11-14	2018-09-30	13F	AFLAC	COM	001055102	66,738,143	505,341		3,141,364
2018-08-14	2018-06-30	13F	AFLAC	COM	001055102	66,232,802	646,089	0.99	2,849,336	-0.72	0.1192
2018-05-15	2018-03-31	13F	AFLAC	COM	001055102	65,586,713	32,595,376	98.80	2,870,075	-0.89	0.1255
2018-02-14	2017-12-31	13F	AFLAC	COM	001055102	32,991,337	430,676	1.32	2,895,980	9.28	0.1266
2017-11-14	2017-09-30	13F	AFLAC	COM	001055102	32,560,661	630,803	1.98	2,650,113	6.85	0.1239
2017-08-24	2017-06-30	13F/A-1	AFLAC	COM	001055102	31,929,858	-51,069	-0.16	2,480,311	7.09	0.1222
2017-08-11	2017-06-30	13F	AFLAC	COM	001055102	31,929,858	-51,069		2,480,311
2017-05-12	2017-03-31	13F	AFLAC	COM	001055102	31,980,927	1,048,415	3.39	2,316,059	7.58	0.1191
2017-02-14	2016-12-31	13F	AFLAC	COM	001055102	30,932,512	662,770	2.19	2,152,902	-1.04	0.1201
2016-11-14	2016-09-30	13F	AFLAC	COM	001055102	30,269,742	858,421	2.92	2,175,487	2.51	0.1278
2016-08-10	2016-06-30	13F	AFLAC	COM	001055102	29,411,321	1,571,695	5.65	2,122,320	20.74	0.1318
2016-05-13	2016-03-31	13F	AFLAC	COM	001055102	27,839,626	1,209,794	4.54	1,757,795	10.20	0.1139
2016-02-08	2015-12-31	13F	AFLAC	COM	001055102	26,629,832	1,605,468	6.42	1,595,128	9.66	0.1073
2015-11-12	2015-09-30	13F/A-1	AFLAC	COM	001055102	25,024,364	-1,180,144	-4.50	1,454,667	-10.75	0.0618
2015-11-12	2015-09-30	13F/A-1	AFLAC	COM	001055102	26,358,536	154,028		1,532,223		0.0651
2015-11-12	2015-09-30	13F	AFLAC	COM	001055102	37,354,561			1,959,795
2015-08-13	2015-06-30	13F	AFLAC	COM	001055102	26,204,508	-182,070	-0.69	1,629,920	-3.50	0.1102
2015-05-15	2015-03-31	13F/A-1	AFLAC	COM	001055102	26,386,578	-184,473	-0.69	1,689,004	4.05	0.1146
2015-05-14	2015-03-31	13F	AFLAC	COM	001055102	26,386,578			1,689,004
2015-02-12	2014-12-31	13F	AFLAC	COM	001055102	26,571,051	718,024	2.78	1,623,226	7.79	0.1169
2014-11-12	2014-09-30	13F	AFLAC	COM	001055102	25,853,027	-571,016	-2.16	1,505,939	-8.45	0.1174
2014-08-11	2014-06-30	13F	AFLAC	COM	001055102	26,424,043	967,838	3.80	1,644,897	2.50	0.1296
2014-05-13	2014-03-31	13F	AFLAC	COM	001055102	25,456,205	-1,250,322	-4.68	1,604,760	-10.05	0.1350
2014-02-12	2013-12-31	13F	AFLAC	COM	001055102	26,706,527	69,182	0.26	1,783,996	8.04	0.1569
2013-11-07	2013-09-30	13F	AFLAC	COM	001055102	26,637,345	674,348	2.60	1,651,249	9.43	0.1613
2013-08-13	2013-06-30	13F	AFLAC	COM	001055102	25,962,997	25,962,997		1,508,969		0.1585

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.