Joel Greenblatt's AFL Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 313,701 shares of Aflac Incorporated (AFL) worth $35.04 M, representing 0.15% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 46 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in AFL, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2020, adding 102,885 shares. Largest reduction occurred in Q4 2019, reducing 52,211 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Aflac Incorporated (AFL) Holding Value Over Time
Track share changes against reported price movement
Quarterly Aflac Incorporated (AFL) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +12,162 | Add 0.00% | 12,160 | $29.03 |
| Q3 2013 | +52 | Add 0.43% | 12,212 | $31.04 |
| Q4 2013 | -30 | Reduce 0.25% | 12,182 | $33.41 |
| Q1 2014 | +66 | Add 0.54% | 12,248 | $31.52 |
| Q2 2014 | -12,248 | Sold Out | 0 | $0.00 |
| Q3 2014 | +8,720 | New Buy | 8,720 | $29.13 |
| Q4 2014 | +1,330 | Add 15.25% | 10,050 | $30.55 |
| Q1 2015 | +1,920 | Add 19.10% | 11,970 | $32.00 |
| Q2 2015 | +20,128 | Add 168.15% | 32,098 | $31.09 |
| Q3 2015 | -7,616 | Reduce 23.73% | 24,482 | $29.08 |
| Q4 2015 | +4,434 | Add 18.11% | 28,916 | $29.95 |
| Q1 2016 | -28,916 | Sold Out | 0 | $0.00 |
| Q4 2016 | +12,686 | New Buy | 12,686 | $34.76 |
| Q1 2017 | +27,718 | Add 218.49% | 40,404 | $36.21 |
| Q2 2017 | -40,404 | Sold Out | 0 | $0.00 |
| Q1 2018 | +21,683 | New Buy | 21,683 | $43.77 |
| Q2 2018 | +4,495 | Add 20.73% | 26,178 | $43.01 |
| Q3 2018 | +5,257 | Add 20.08% | 31,435 | $47.08 |
| Q4 2018 | +8,761 | Add 27.87% | 40,196 | $45.55 |
| Q1 2019 | -4,785 | Reduce 11.90% | 35,411 | $50.01 |
| Q2 2019 | +602 | Add 1.70% | 36,013 | $54.81 |
| Q3 2019 | +54,613 | Add 151.65% | 90,626 | $52.32 |
| Q4 2019 | -52,211 | Reduce 57.61% | 38,415 | $52.90 |
| Q1 2020 | +102,885 | Add 267.83% | 141,300 | $34.24 |
| Q2 2020 | -42,746 | Reduce 30.25% | 98,554 | $36.03 |
| Q3 2020 | -23,150 | Reduce 23.49% | 75,404 | $36.35 |
| Q4 2020 | -44,834 | Reduce 59.46% | 30,570 | $44.46 |
| Q1 2021 | -15,202 | Reduce 49.73% | 15,368 | $51.21 |
| Q2 2021 | +18,536 | Add 120.61% | 33,904 | $53.65 |
| Q3 2021 | +19,253 | Add 56.79% | 53,157 | $52.13 |
| Q4 2021 | -478 | Reduce 0.90% | 52,679 | $58.39 |
| Q1 2022 | -9,292 | Reduce 17.64% | 43,387 | $64.40 |
| Q2 2022 | +10,242 | Add 23.61% | 53,629 | $55.32 |
| Q3 2022 | -8,451 | Reduce 15.76% | 45,178 | $56.20 |
| Q4 2022 | +1,671 | Add 3.70% | 46,849 | $71.94 |
| Q1 2023 | +24,304 | Add 51.88% | 71,153 | $64.52 |
| Q2 2023 | +18,700 | Add 26.28% | 89,853 | $69.80 |
| Q3 2023 | -3,081 | Reduce 3.43% | 86,772 | $76.75 |
| Q4 2023 | +3,696 | Add 4.26% | 90,468 | $82.50 |
| Q1 2024 | +12,075 | Add 13.35% | 102,543 | $85.86 |
| Q2 2024 | +30,425 | Add 29.67% | 132,968 | $89.31 |
| Q3 2024 | +22,242 | Add 16.73% | 155,210 | $111.80 |
| Q4 2024 | +14,218 | Add 9.16% | 169,428 | $103.44 |
| Q1 2025 | +35,242 | Add 20.80% | 204,670 | $111.19 |
| Q2 2025 | +53,269 | Add 26.03% | 257,939 | $105.46 |
| Q3 2025 | +55,762 | Add 21.62% | 313,701 | $111.70 |
Joel Greenblatt's Aflac Incorporated Investment FAQs
Joel Greenblatt first purchased Aflac Incorporated (AFL) in Q2 2013, acquiring 12,160 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Aflac Incorporated (AFL) for 46 quarters since Q2 2013.
Joel Greenblatt's largest addition to Aflac Incorporated (AFL) was in Q1 2020, adding 141,300 shares worth $4.84 M.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 313,701 shares of Aflac Incorporated (AFL), valued at approximately $35.04 M.
As of the Q3 2025 filing, Aflac Incorporated (AFL) represents approximately 0.15% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Aflac Incorporated (AFL) was 313,701 shares, as reported at the end of Q3 2025.