Aegon Ltd.
AEG- Exchange
- NYSE
- Industry
- Life Insurance
- SEC CIK
- 0000769218
No open-market purchases or sales by Aegon Ltd. insiders were filed in the last 90 days; 310 institutions reported holding it in 13F filings for Q2 2026, worth $1.03B in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Aegon Ltd. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 310
- +22 vs. Q1 2026
- Shares held
- 122.3M
- −7.07M (−5.5%) vs. Q1 2026
- Total value
- $1.03B
- +$93.3M (+9.9%) vs. Q1 2026
- New holders
- 49
- 118 more added
- Sold out
- 27
- 59 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AEG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 310 | $1.03B |
| Q1 2026 | 291 | $940.2M |
| Q4 2025 | 300 | $1.25B |
| Q3 2025 | 281 | $1.50B |
| Q2 2025 | 267 | $1.44B |
| Q1 2025 | 256 | $1.26B |
| Q4 2024 | 254 | $1.07B |
| Q3 2024 | 237 | $1.13B |
| Q2 2024 | 235 | $1.07B |
| Q1 2024 | 220 | $1.14B |
| Q4 2023 | 215 | $1.08B |
| Q3 2023 | 182 | $881.4M |
| Q2 2023 | 206 | $970.7M |
| Q1 2023 | 229 | $843.9M |
| Q4 2022 | 228 | $998.5M |
| Q3 2022 | 215 | $792.9M |
| Q2 2022 | 216 | $884.7M |
| Q1 2022 | 206 | $1.07B |
| Q4 2021 | 195 | $814.6M |
| Q3 2021 | 186 | $809.5M |
| Q2 2021 | 189 | $641.6M |
| Q1 2021 | 179 | $767.0M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Aegon Ltd.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dodge & Cox | 44,635,184 | $376.7M | 0.20% | −5,921,325−11.7% | Reduced |
| Dimensional Fund Advisors LP | 13,035,922 | $110.0M | 0.02% | +1,294,211+11.0% | Added |
| Morgan Stanley | 5,920,668 | $50.0M | 0.00% | −4,600,122−43.7% | Reduced |
| Goldman Sachs Group Inc | 5,319,698 | $44.9M | 0.00% | +757,276+16.6% | Added |
| BlackRock, Inc. | 5,184,353 | $43.8M | 0.00% | −108,905−2.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 4,816,831 | $40.7M | 0.02% | −815,013−14.5% | Reduced |
| Qube Research & Technologies Ltd | 2,803,232 | $23.7M | 0.03% | +2,574,489+1,125.5% | Added |
| JPMorgan Chase & Co | 2,601,423 | $21.8M | 0.00% | +1,551,234+147.7% | Added |
| Quantinno Capital Management LP | 2,562,619 | $21.6M | 0.03% | +827,268+47.7% | Added |
| Raymond James Financial Inc | 2,467,916 | $20.8M | 0.01% | +16,401+0.7% | Added |
| UBS Group AG | 2,409,801 | $20.3M | 0.00% | −332,065−12.1% | Reduced |
| Jane Street Group, LLC | 2,301,343 | $19.4M | 0.01% | −1,002,045−30.3% | Reduced |
| Abc Arbitrage SA | 1,563,550 | $13.2M | 1.42% | −543,535−25.8% | Reduced |
| American Century Companies Inc | 1,483,401 | $12.5M | 0.01% | +88,731+6.4% | Added |
| Northern Trust Corp | 1,453,467 | $12.3M | 0.00% | −50,723−3.4% | Reduced |
| AQR Capital Management LLC | 1,183,752 | $9.99M | 0.00% | +395,043+50.1% | Added |
| Acadian Asset Management LLC | 992,340 | $8.37M | 0.01% | +992,340 | New |
| Voloridge Investment Management, LLC | 966,559 | $8.16M | 0.03% | −260,399−21.2% | Reduced |
| Grace & White Inc | 964,276 | $8.14M | 1.29% | −143,021−12.9% | Reduced |
| Private Wealth Asset Management, LLC | 900,000 | $7.60M | 0.73% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 853,589 | $7.20M | 0.05% | +653,688+327.0% | Added |
| Marshall Wace, LLP | 815,153 | $6.88M | 0.01% | +815,153 | New |
| Bank of America Corp | 760,916 | $6.42M | 0.00% | +398,508+110.0% | Added |
| Creative Planning | 685,666 | $5.79M | 0.00% | +159,718+30.4% | Added |
| Oppenheimer & Co Inc | 605,608 | $5.11M | 0.05% | +45,993+8.2% | Added |
| Two Sigma Investments, LP | 597,288 | $5.04M | 0.00% | +64,700+12.1% | Added |
| O'Shaughnessy Asset Management, LLC | 481,842 | $4.07M | 0.02% | −54,353−10.1% | Reduced |
| HRT Financial LP | 455,527 | $3.84M | 0.01% | +455,527 | New |
| US Bancorp | 438,010 | $3.70M | 0.00% | −736−0.2% | Reduced |
| Old Mission Capital LLC | 407,100 | $3.44M | 0.09% | −206,220−33.6% | Reduced |
| FMR LLC | 392,369 | $3.31M | 0.00% | +7,265+1.9% | Added |
| Optiver Holding B.V. | 389,897 | $3.29M | 0.05% | +75,332+23.9% | Added |
| CIBC World Markets Inc. | 367,806 | $3.10M | 0.01% | +21,448+6.2% | Added |
| Charles Schwab Investment Management Inc | 341,835 | $2.89M | 0.00% | +40,568+13.5% | Added |
| Tower Research Capital LLC (TRC) | 338,445 | $2.86M | 0.07% | −546,875−61.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 320,315 | $2.70M | 0.08% | −3,006−0.9% | Reduced |
| Vident Advisory, LLC | 276,535 | $2.33M | 0.02% | −28,023−9.2% | Reduced |
| Transmarket Holdings LP | 269,933 | $2.28M | 1.67% | −395,680−59.4% | Reduced |
| Ethic Inc. | 250,678 | $2.12M | 0.03% | −8,702−3.4% | Reduced |
| Mainstay Capital Management LLC | 240,295 | $2.03M | 0.15% | +2,750+1.2% | Added |
| The PNC Financial Services Group, Inc. | 225,137 | $1.90M | 0.00% | +4,278+1.9% | Added |
| Mariner, LLC | 209,646 | $1.77M | 0.00% | +9,267+4.6% | Added |
| Vanguard Fiduciary Trust Co | 209,487 | $1.77M | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 204,277 | $1.72M | 0.05% | +700.0% | Added |
| Mercer Global Advisors Inc | 203,013 | $1.71M | 0.00% | +131,226+182.8% | Added |
| SEI Investments Co | 195,505 | $1.65M | 0.00% | −217,467−52.7% | Reduced |
| Citadel Advisors LLC | 193,088 | $1.63M | 0.00% | +193,088 | New |
| Colony Group, LLC | 190,472 | $1.61M | 0.00% | +37,203+24.3% | Added |
| Laird Norton Trust Company, LLC | 178,115 | $1.55M | 0.03% | +455+0.3% | Added |
| Nuveen, LLC | 179,772 | $1.52M | 0.00% | +179,772 | New |
| HighTower Advisors, LLC | 178,053 | $1.50M | 0.00% | −23,580−11.7% | Reduced |
| Bridgewater Associates, LP | 176,399 | $1.49M | 0.01% | +113,412+180.1% | Added |
| Graham Capital Management, L.P. | 171,813 | $1.45M | 0.04% | +136,144+381.7% | Added |
| Wells Fargo & Company | 168,564 | $1.42M | 0.00% | +5,164+3.2% | Added |
| Ieq Capital, LLC | 166,132 | $1.40M | 0.01% | +32,749+24.6% | Added |
| Commonwealth Equity Services, LLC | 165,108 | $1.39M | 0.00% | +95,293+136.5% | Added |
| Crossmark Global Holdings, Inc. | 163,405 | $1.38M | 0.02% | −97−0.1% | Reduced |
| Cerity Partners LLC | 159,920 | $1.35M | 0.00% | −3,894−2.4% | Reduced |
| Greenleaf Trust | 152,857 | $1.29M | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 141,781 | $1.20M | 0.00% | +50,838+55.9% | Added |
| JustInvest LLC | 137,411 | $1.16M | 0.01% | +11,825+9.4% | Added |
| Federation des caisses Desjardins du Quebec | 133,541 | $1.13M | 0.00% | +125,741+1,612.1% | Added |
| Entropy Technologies, LP | 127,979 | $1.08M | 0.04% | −14,022−9.9% | Reduced |
| Signaturefd, LLC | 120,148 | $1.01M | 0.01% | +1,064+0.9% | Added |
| Bank of New York Mellon Corp | 119,306 | $1.01M | 0.00% | +1,424+1.2% | Added |
| Ameriprise Financial Inc | 116,651 | $992.5K | 0.00% | +1,660+1.4% | Added |
| Hantz Financial Services, Inc. | 113,593 | $959.0K | 0.01% | +43,926+63.1% | Added |
| Callan Family Office, LLC | 99,494 | $839.7K | 0.02% | +1,177+1.2% | Added |
| LPL Financial LLC | 93,647 | $790.4K | 0.00% | +419+0.4% | Added |
| Aaron Wealth Advisors | 93,003 | $784.9K | 0.04% | +4,255+4.8% | Added |
| Natixis Advisors, L.P. | 87,920 | $742.0K | 0.00% | +320.0% | Added |
| Evergreen Capital Management LLC | 85,249 | $740.1K | 0.01% | +10,074+13.4% | Added |
| Abacus Wealth Partners, LLC | 86,070 | $726.4K | 0.08% | −24,184−21.9% | Reduced |
| Envestnet Asset Management Inc | 82,600 | $697.1K | 0.00% | +199+0.2% | Added |
| Royal Bank of Canada | 81,496 | $688.0K | 0.00% | +7,617+10.3% | Added |
| CI Private Wealth, LLC | 80,289 | $679.7K | 0.00% | +16,635+26.1% | Added |
| Syon Capital LLC | 80,157 | $676.5K | 0.03% | +18,884+30.8% | Added |
| Wealthstar Advisors, LLC | 79,424 | $670.3K | 0.33% | −54,090−40.5% | Reduced |
| CAPROCK Group, Inc. | 75,890 | $658.6K | 0.01% | +10,240+15.6% | Added |
| Russell Investments Group, Ltd. | 77,188 | $651.5K | 0.00% | +10,855+16.4% | Added |
| Rhumbline Advisers | 76,140 | $642.6K | 0.00% | −3,556−4.5% | Reduced |
| SG Americas Securities, LLC | 75,257 | $635.0K | 0.00% | +5,661+8.1% | Added |
| Sequoia Financial Advisors, LLC | 72,711 | $613.7K | 0.00% | −48,997−40.3% | Reduced |
| Pathstone Holdings, LLC | 71,016 | $600.0K | 0.00% | −2,076−2.8% | Reduced |
| OLIO Financial Planning | 71,009 | $599.3K | 0.15% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 70,572 | $596.0K | 0.00% | +70,572 | New |
| Ritholtz Wealth Management | 67,988 | $573.8K | 0.01% | +11,427+20.2% | Added |
| Quantbot Technologies LP | 65,696 | $554.5K | 0.02% | +65,696 | New |
| Engineers Gate Manager LP | 62,357 | $526.3K | 0.01% | +62,357 | New |
| XY Capital Ltd | 59,500 | $502.2K | 0.58% | +59,500 | New |
| Factory Mutual Insurance Co | 59,398 | $501.3K | 0.00% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 58,572 | $494.3K | 0.06% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 57,646 | $486.5K | 0.00% | +11,936+26.1% | Added |
| Miller Investment Management, LP | 57,015 | $481.2K | 0.04% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 56,301 | $475.2K | 0.02% | +8,869+18.7% | Added |
| Lester Murray Antman dba SimplyRich | 56,361 | $475.0K | 0.11% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 54,821 | $462.7K | 0.08% | +54,821 | New |
| Versant Capital Management, Inc | 54,621 | $461.0K | 0.04% | −2,013−3.6% | Reduced |
| RSM US Wealth Management LLC | 53,062 | $460.7K | 0.01% | +956+1.8% | Added |
| Highland Capital Management, LLC | 54,227 | $457.7K | 0.02% | 00.0% | Unchanged |