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 2021
Institutional positions in Aegon Ltd. as of Jun 30, 2021. 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
- 189
- +11 vs. Q1 2021
- Shares held
- 155.3M
- −6.80M (−4.2%) vs. Q1 2021
- Total value
- $641.5M
- −$125.5M (−16.4%) vs. Q1 2021
- New holders
- 23
- 55 more added
- Sold out
- 12
- 59 more reduced
1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: 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 | $1.24B |
| Q3 2025 | 281 | $1.50B |
| Q2 2025 | 267 | $1.44B |
| Q1 2025 | 256 | $1.26B |
| Q4 2024 | 254 | $1.06B |
| Q3 2024 | 237 | $1.13B |
| Q2 2024 | 235 | $1.07B |
| Q1 2024 | 220 | $1.06B |
| Q4 2023 | 215 | $1.05B |
| Q3 2023 | 181 | $881.4M |
| Q2 2023 | 206 | $970.7M |
| Q1 2023 | 229 | $843.3M |
| Q4 2022 | 228 | $998.4M |
| Q3 2022 | 215 | $792.7M |
| Q2 2022 | 216 | $884.7M |
| Q1 2022 | 206 | $1.07B |
| Q4 2021 | 195 | $814.4M |
| Q3 2021 | 186 | $809.5M |
| Q2 2021 | 189 | $641.5M |
| Q1 2021 | 179 | $767.0M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Aegon Ltd.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dodge & Cox | 110,295,770 | $455.5M | 0.30% | −643,545−0.6% | Reduced |
| Private Management Group Inc | 5,295,749 | $21.9M | 0.96% | −14,459−0.3% | Reduced |
| BlackRock Inc. | 4,643,516 | $19.2M | 0.00% | −110,742−2.3% | Reduced |
| Parametric Portfolio Associates LLC | 4,438,764 | $18.3M | 0.01% | +153,731+3.6% | Added |
| Raymond James & Associates | 3,897,374 | $16.1M | 0.01% | +156,762+4.2% | Added |
| Dimensional Fund Advisors LP | 2,792,846 | $11.5M | 0.00% | +26,619+1.0% | Added |
| Goldman Sachs Group Inc | 2,783,240 | $11.5M | 0.00% | +91,434+3.4% | Added |
| Brandes Investment Partners, LP | 1,862,580 | $7.69M | 0.17% | −39,058−2.1% | Reduced |
| Grace & White Inc | 1,800,506 | $7.44M | 1.35% | +79,662+4.6% | Added |
| Morgan Stanley | 1,641,806 | $6.78M | 0.00% | +160,777+10.9% | Added |
| Northern Trust Corp | 1,352,393 | $5.59M | 0.00% | −332,600−19.7% | Reduced |
| CIBC World Markets Inc. | 1,030,309 | $4.25M | 0.01% | −210,380−17.0% | Reduced |
| Jane Street Group, LLC | 832,276 | $3.44M | 0.01% | +32,879+4.1% | Added |
| The PNC Financial Services Group, Inc. | 729,160 | $3.01M | 0.00% | +443+0.1% | Added |
| Optiver Holding B.V. | 653,665 | $2.70M | 0.37% | −1,336,664−67.2% | Reduced |
| Renaissance Technologies LLC | 651,102 | $2.69M | 0.00% | +470,340+260.2% | Added |
| Wells Fargo & Company | 571,813 | $2.36M | 0.00% | +21,807+4.0% | Added |
| SEI Investments Co | 510,225 | $2.11M | 0.00% | +2250.0% | Added |
| Old Mission Capital LLC | 456,899 | $1.89M | 0.07% | +381,894+509.2% | Added |
| Two Sigma Investments, LP | 445,953 | $1.84M | 0.00% | −207,827−31.8% | Reduced |
| Vanguard Group Inc | 391,126 | $1.61M | 0.00% | +78,803+25.2% | Added |
| Arrowstreet Capital, Limited Partnership | 378,190 | $1.56M | 0.00% | −4,535,923−92.3% | Reduced |
| US Bancorp | 376,103 | $1.55M | 0.00% | +7,261+2.0% | Added |
| Stifel Financial Corp | 321,957 | $1.33M | 0.00% | +41,470+14.8% | Added |
| Marshall Wace North America L.P. | 288,030 | $1.19M | 0.01% | +288,030 | New |
| Bank of America Corp | 263,775 | $1.09M | 0.00% | −56,680−17.7% | Reduced |
| Millennium Management LLC | 240,066 | $991.0K | 0.00% | −30,558−11.3% | Reduced |
| Marathon Capital Management | 236,661 | $977.0K | 0.23% | −1,000−0.4% | Reduced |
| Royal Bank of Canada | 220,637 | $910.0K | 0.00% | −4,899−2.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 208,820 | $862.0K | 0.02% | −124,952−37.4% | Reduced |
| SG Americas Securities, LLC | 207,694 | $858.0K | 0.00% | −1,200−0.6% | Reduced |
| American Century Companies Inc | 192,048 | $793.0K | 0.00% | −2,847−1.5% | Reduced |
| Guggenheim Capital LLC | 190,953 | $789.0K | 0.00% | −22,420−10.5% | Reduced |
| LPL Financial LLC | 187,198 | $773.0K | 0.00% | +66,303+54.8% | Added |
| Natixis Advisors, L.P. | 186,048 | $768.0K | 0.00% | +5,513+3.1% | Added |
| Henry James International Management, Inc. | 180,150 | $744.0K | 0.21% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 158,821 | $656.0K | 0.01% | +158,821 | New |
| Greenleaf Trust | 149,368 | $617.0K | 0.01% | −413−0.3% | Reduced |
| Comerica Bank | 124,371 | $602.0K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 140,560 | $581.0K | 0.00% | −28,801−17.0% | Reduced |
| Truist Financial Corp | 136,864 | $565.0K | 0.00% | 00.0% | Unchanged |
| Altium Wealth Management LLC | 130,175 | $538.0K | 0.04% | −1,173−0.9% | Reduced |
| Two Sigma Advisers, LP | 125,049 | $516.0K | 0.00% | +11,000+9.6% | Added |
| Wetherby Asset Management Inc | 124,263 | $513.0K | 0.03% | +2,089+1.7% | Added |
| Barclays PLC | 123,174 | $509.0K | 0.00% | +52,925+75.3% | Added |
| Crossmark Global Holdings, Inc. | 119,195 | $492.0K | 0.01% | −5,108−4.1% | Reduced |
| Ameriprise Financial Inc | 118,978 | $492.0K | 0.00% | +7,826+7.0% | Added |
| Susquehanna International Group, LLP | 114,883 | $474.0K | 0.00% | +28,415+32.9% | Added |
| Deutsche Bank AG | 112,362 | $464.0K | 0.00% | +63,396+129.5% | Added |
| Hantz Financial Services, Inc. | 103,462 | $427.0K | 0.02% | +8,632+9.1% | Added |
| Mercer Global Advisors Inc | 99,887 | $413.0K | 0.00% | −32,467−24.5% | Reduced |
| Susquehanna Fundamental Investments, LLC | 89,995 | $372.0K | 0.01% | −69,116−43.4% | Reduced |
| Signaturefd, LLC | 89,224 | $368.0K | 0.01% | +597+0.7% | Added |
| Kestra Advisory Services, LLC | 87,764 | $362.0K | 0.00% | +16,766+23.6% | Added |
| Citadel Advisors LLC | 87,303 | $361.0K | 0.00% | +52,539+151.1% | Added |
| Bank of Montreal | 86,813 | $358.0K | 0.00% | +23,189+36.4% | Added |
| Ritholtz Wealth Management | 79,847 | $330.0K | 0.02% | −16,357−17.0% | Reduced |
| Eagle Asset Management Inc | 79,565 | $328.0K | 0.00% | +5,584+7.5% | Added |
| Highland Capital Management, LLC | 78,151 | $323.0K | 0.02% | −400−0.5% | Reduced |
| Advisor Partners LLC | 67,216 | $278.0K | 0.02% | −4,173−5.8% | Reduced |
| Geode Capital Management, LLC | 65,708 | $271.0K | 0.00% | +960+1.5% | Added |
| True North Advisors, LLC | 62,728 | $259.0K | 0.05% | 00.0% | Unchanged |
| Citigroup Inc | 61,925 | $255.0K | 0.00% | −639−1.0% | Reduced |
| Franklin Resources Inc | 60,864 | $251.0K | 0.00% | +285+0.5% | Added |
| Koss-Olinger Consulting, LLC | 56,735 | $234.0K | 0.03% | 00.0% | Unchanged |
| Creative Planning | 55,745 | $230.0K | 0.00% | −8,901−13.8% | Reduced |
| Wade G W & Inc | 51,384 | $212.0K | 0.01% | +9,805+23.6% | Added |
| HighTower Advisors, LLC | 50,135 | $207.0K | 0.00% | −6,909−12.1% | Reduced |
| Commonwealth Equity Services, LLC | 48,792 | $201.0K | 0.00% | −17,444−26.3% | Reduced |
| Balasa Dinverno & Foltz LLC | 48,017 | $198.0K | 0.01% | 00.0% | Unchanged |
| Citizens Business Bank | 43,000 | $178.0K | 0.02% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 50,600 | $177.0K | 0.08% | +50,600 | New |
| Oppenheimer Asset Management Inc. | 41,096 | $170.0K | 0.00% | −1,142−2.7% | Reduced |
| Bank of New York Mellon Corp | 40,268 | $166.0K | 0.00% | +2,637+7.0% | Added |
| Ballentine Partners, LLC | 37,222 | $154.0K | 0.01% | +757+2.1% | Added |
| Corient Capital Partners, LLC | 36,551 | $151.0K | 0.01% | +7,500+25.8% | Added |
| Ar Asset Management Inc | 36,000 | $149.0K | 0.04% | 00.0% | Unchanged |
| Summit Global Investments | 35,242 | $146.0K | 0.01% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 34,373 | $142.0K | 0.02% | −10,532−23.5% | Reduced |
| Quadrant Capital Group LLC | 29,515 | $122.0K | 0.02% | +5,668+23.8% | Added |
| Lake Street Advisors Group, LLC | 23,150 | $113.0K | 0.01% | +120+0.5% | Added |
| Quantbot Technologies LP | 27,200 | $112.0K | 0.01% | −200−0.7% | Reduced |
| Ergoteles LLC | 26,286 | $109.0K | 0.00% | +26,286 | New |
| Ethic Inc. | 26,243 | $108.0K | 0.01% | −5,471−17.3% | Reduced |
| Spire Wealth Management | 25,455 | $105.0K | 0.00% | −253−1.0% | Reduced |
| XTX Topco Ltd | 24,457 | $101.0K | 0.03% | +868+3.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 23,673 | $98.0K | 0.01% | +9,988+73.0% | Added |
| UBS Group AG | 23,501 | $97.0K | 0.00% | −1,231−5.0% | Reduced |
| Veriti Management LLC | 22,901 | $95.0K | 0.01% | +22,901 | New |
| Evergreen Capital Management LLC | 22,191 | $92.0K | 0.00% | −383−1.7% | Reduced |
| First Trust Advisors LP | 21,655 | $89.0K | 0.00% | −27,974−56.4% | Reduced |
| AE Wealth Management LLC | 20,392 | $84.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 20,210 | $83.0K | 0.00% | +109+0.5% | Added |
| Sage Rhino Capital LLC | 20,098 | $83.0K | 0.02% | +237+1.2% | Added |
| Cresset Asset Management, LLC | 19,731 | $83.0K | 0.00% | +3,154+19.0% | Added |
| Boston Private Wealth LLC | 19,608 | $81.0K | 0.00% | −80,883−80.5% | Reduced |
| Nelson Capital Management, LLC | 19,511 | $81.0K | 0.02% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 17,341 | $72.0K | 0.00% | +5,991+52.8% | Added |
| GWM Advisors LLC | 17,449 | $72.0K | 0.00% | +17,449 | New |
| Cambridge Investment Research Advisors, Inc. | 16,715 | $69.0K | 0.00% | −485−2.8% | Reduced |