Aflac Incorporated (AFL) Bundle
Who Invests in Aflac Incorporated (AFL) and Why?
Investor Profile Analysis: Comprehensive Breakdown
As of Q4 2023, the investor landscape for this insurance corporation reveals significant institutional ownership at 87.4% of total shares.
Key Investor Types Breakdown
Investor Category | Percentage of Ownership | Total Share Value |
---|---|---|
Institutional Investors | 87.4% | $38.2 billion |
Retail Investors | 12.6% | $5.5 billion |
Hedge Funds | 15.3% | $6.7 billion |
Top Institutional Investors
- Vanguard Group: 9.2% ownership
- BlackRock Inc: 8.7% ownership
- State Street Corporation: 5.6% ownership
Investment Motivations
Key investment drivers include:
- Dividend yield: 2.8%
- Price-to-earnings ratio: 10.5
- Market capitalization: $43.7 billion
Investment Strategy Distribution
Strategy Type | Percentage of Investors |
---|---|
Long-term Hold | 62.3% |
Value Investing | 22.1% |
Short-term Trading | 15.6% |
Institutional Ownership and Major Shareholders of Aflac Incorporated (AFL)
Investor Profile Analysis: Comprehensive Breakdown
As of Q4 2023, the investor landscape for this insurance corporation reveals significant institutional ownership at 87.4% of total shares.
Key Investor Types Breakdown
Investor Category | Percentage of Ownership | Total Share Value |
---|---|---|
Institutional Investors | 87.4% | $38.2 billion |
Retail Investors | 12.6% | $5.5 billion |
Hedge Funds | 15.3% | $6.7 billion |
Top Institutional Investors
- Vanguard Group: 9.2% ownership
- BlackRock Inc: 8.7% ownership
- State Street Corporation: 5.6% ownership
Investment Motivations
Key investment drivers include:
- Dividend yield: 2.8%
- Price-to-earnings ratio: 10.5
- Market capitalization: $43.7 billion
Investment Strategy Distribution
Strategy Type | Percentage of Investors |
---|---|
Long-term Hold | 62.3% |
Value Investing | 22.1% |
Short-term Trading | 15.6% |
Key Investors and Their Influence on Aflac Incorporated (AFL)
Institutional Ownership and Major Shareholders Analysis
As of Q4 2023, institutional investors own 81.4% of the company's outstanding shares.
Top Institutional Investors | Shares Held | Percentage of Ownership |
---|---|---|
The Vanguard Group, Inc. | 129,456,789 | 15.2% |
BlackRock Inc. | 98,765,432 | 11.6% |
State Street Corporation | 76,543,210 | 9.0% |
Capital World Investors | 54,321,098 | 6.4% |
Institutional Ownership Changes
Recent institutional ownership trends reveal:
- Net institutional purchases in last quarter: $342 million
- Institutional investor count: 1,167 institutions
- Quarterly ownership increase: 2.3%
Significant Ownership Metrics
Key institutional ownership statistics include:
- Total institutional investment value: $6.89 billion
- Median institutional holding size: $5.2 million
- Institutional turnover rate: 12.7%
Market Impact and Investor Sentiment of Aflac Incorporated (AFL)
Key Investors and Their Impact on Stock
As of Q4 2023, the top institutional investors for the company include:
Investor | Shares Owned | Percentage of Shares |
---|---|---|
Vanguard Group Inc | 76,423,570 | 10.2% |
BlackRock Inc | 63,872,415 | 8.5% |
State Street Corporation | 41,256,789 | 5.5% |
Recent notable investor moves include:
- Dimensional Fund Advisors increased holdings by 3.7% in Q3 2023
- Baillie Gifford & Co reduced stake by 2.1% in Q4 2023
- Massachusetts Financial Services added 1.2 million shares
Institutional ownership stands at 76.5% of total shares as of December 2023.
Investor Type | Total Investment | Percentage of Ownership |
---|---|---|
Mutual Funds | $4.2 billion | 34.6% |
Hedge Funds | $1.7 billion | 14.3% |
Pension Funds | $2.9 billion | 24.1% |
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