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, Q3 2021
Institutional positions in Aegon Ltd. as of Sep 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
- 186
- −3 vs. Q2 2021
- Shares held
- 159.0M
- +3.73M (+2.4%) vs. Q2 2021
- Total value
- $809.5M
- +$168.0M (+26.2%) vs. Q2 2021
- New holders
- 22
- 65 more added
- Sold out
- 25
- 53 more reduced
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Aegon Ltd.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dodge & Cox | 112,006,256 | $570.1M | 0.37% | +1,710,486+1.6% | Added |
| Private Management Group Inc | 5,346,102 | $27.2M | 1.14% | +50,353+1.0% | Added |
| Parametric Portfolio Associates LLC | 5,047,517 | $25.7M | 0.01% | +608,753+13.7% | Added |
| BlackRock Inc. | 4,604,792 | $23.4M | 0.00% | −38,724−0.8% | Reduced |
| Raymond James & Associates | 4,026,051 | $20.5M | 0.02% | +128,677+3.3% | Added |
| Goldman Sachs Group Inc | 3,430,485 | $17.5M | 0.00% | +647,245+23.3% | Added |
| Dimensional Fund Advisors LP | 3,089,968 | $15.7M | 0.01% | +297,122+10.6% | Added |
| Grace & White Inc | 1,997,636 | $10.2M | 1.94% | +197,130+10.9% | Added |
| Optiver Holding B.V. | 1,798,338 | $9.15M | 0.01% | +1,144,673+175.1% | Added |
| Brandes Investment Partners, LP | 1,735,953 | $8.84M | 0.19% | −126,627−6.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,722,333 | $8.77M | 0.01% | +1,344,143+355.4% | Added |
| Morgan Stanley | 1,605,897 | $8.17M | 0.00% | −35,909−2.2% | Reduced |
| CIBC World Markets Inc. | 1,021,033 | $5.20M | 0.02% | −9,276−0.9% | Reduced |
| Northern Trust Corp | 981,311 | $5.00M | 0.00% | −371,082−27.4% | Reduced |
| The PNC Financial Services Group, Inc. | 732,265 | $3.73M | 0.00% | +3,105+0.4% | Added |
| Jane Street Group, LLC | 708,850 | $3.61M | 0.01% | −123,426−14.8% | Reduced |
| Wells Fargo & Company | 605,612 | $3.08M | 0.00% | +33,799+5.9% | Added |
| SEI Investments Co | 510,479 | $2.60M | 0.01% | +2540.0% | Added |
| Citadel Advisors LLC | 413,919 | $2.11M | 0.00% | +326,616+374.1% | Added |
| Vanguard Group Inc | 373,904 | $1.90M | 0.00% | −17,222−4.4% | Reduced |
| US Bancorp | 351,375 | $1.79M | 0.00% | −24,728−6.6% | Reduced |
| Stifel Financial Corp | 350,689 | $1.78M | 0.00% | +28,732+8.9% | Added |
| Bank of America Corp | 303,516 | $1.54M | 0.00% | +39,741+15.1% | Added |
| Renaissance Technologies LLC | 291,435 | $1.51M | 0.00% | −359,667−55.2% | Reduced |
| Ameriprise Financial Inc | 264,661 | $1.35M | 0.00% | +145,683+122.4% | Added |
| Royal Bank of Canada | 229,415 | $1.17M | 0.00% | +8,778+4.0% | Added |
| Marathon Capital Management | 220,954 | $1.13M | 0.26% | −15,707−6.6% | Reduced |
| American Century Companies Inc | 204,963 | $1.04M | 0.00% | +12,915+6.7% | Added |
| Natixis Advisors, L.P. | 185,708 | $945.0K | 0.00% | −340−0.2% | Reduced |
| LPL Financial LLC | 184,915 | $941.0K | 0.00% | −2,283−1.2% | Reduced |
| Kestra Advisory Services, LLC | 154,566 | $787.0K | 0.01% | +66,802+76.1% | Added |
| Greenleaf Trust | 141,696 | $721.0K | 0.01% | −7,672−5.1% | Reduced |
| Truist Financial Corp | 137,025 | $697.0K | 0.00% | +161+0.1% | Added |
| O'Shaughnessy Asset Management, LLC | 132,589 | $675.0K | 0.01% | −76,231−36.5% | Reduced |
| Marshall Wace North America L.P. | 131,441 | $669.0K | 0.00% | −156,589−54.4% | Reduced |
| Altium Wealth Management LLC | 130,175 | $663.0K | 0.05% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 130,160 | $663.0K | 0.04% | +5,897+4.7% | Added |
| Envestnet Asset Management Inc | 128,806 | $656.0K | 0.00% | −11,754−8.4% | Reduced |
| SG Americas Securities, LLC | 124,094 | $632.0K | 0.00% | −83,600−40.3% | Reduced |
| Crossmark Global Holdings, Inc. | 122,018 | $621.0K | 0.01% | +2,823+2.4% | Added |
| Hantz Financial Services, Inc. | 119,991 | $611.0K | 0.02% | +16,529+16.0% | Added |
| Campbell & CO Investment Adviser LLC | 106,300 | $541.0K | 0.18% | +55,700+110.1% | Added |
| Guggenheim Capital LLC | 105,993 | $540.0K | 0.00% | −84,960−44.5% | Reduced |
| Mercer Global Advisors Inc | 96,275 | $490.0K | 0.00% | −3,612−3.6% | Reduced |
| Two Sigma Investments, LP | 93,435 | $476.0K | 0.00% | −352,518−79.0% | Reduced |
| Eagle Asset Management Inc | 90,107 | $458.0K | 0.00% | +10,542+13.2% | Added |
| Bank of Montreal | 88,481 | $452.0K | 0.00% | +1,668+1.9% | Added |
| Signaturefd, LLC | 88,497 | $450.0K | 0.02% | −727−0.8% | Reduced |
| Highland Capital Management, LLC | 80,401 | $409.0K | 0.02% | +2,250+2.9% | Added |
| Ritholtz Wealth Management | 72,911 | $371.0K | 0.03% | −6,936−8.7% | Reduced |
| Susquehanna Fundamental Investments, LLC | 72,600 | $370.0K | 0.01% | −17,395−19.3% | Reduced |
| Advisor Partners LLC | 69,058 | $352.0K | 0.02% | +1,842+2.7% | Added |
| Geode Capital Management, LLC | 67,619 | $344.0K | 0.00% | +1,911+2.9% | Added |
| Commonwealth Equity Services, LLC | 63,513 | $323.0K | 0.00% | +14,721+30.2% | Added |
| Creative Planning | 62,970 | $321.0K | 0.00% | +7,225+13.0% | Added |
| True North Advisors, LLC | 62,728 | $319.0K | 0.06% | 00.0% | Unchanged |
| Miller Investment Management, LP | 57,015 | $290.0K | 0.05% | +57,015 | New |
| HighTower Advisors, LLC | 54,369 | $277.0K | 0.00% | +4,234+8.4% | Added |
| Wade G W & Inc | 52,021 | $265.0K | 0.01% | +637+1.2% | Added |
| Henry James International Management, Inc. | 50,000 | $254.0K | 0.08% | −130,150−72.2% | Reduced |
| Balasa Dinverno & Foltz LLC | 48,017 | $244.0K | 0.02% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 45,710 | $233.0K | 0.01% | +45,710 | New |
| Franklin Street Advisors Inc | 45,710 | $233.0K | 0.02% | +45,710 | New |
| Comerica Bank | 41,725 | $219.0K | 0.00% | −82,646−66.5% | Reduced |
| Citizens Business Bank | 43,000 | $219.0K | 0.03% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 40,795 | $208.0K | 0.00% | −301−0.7% | Reduced |
| Bank of New York Mellon Corp | 40,579 | $207.0K | 0.00% | +311+0.8% | Added |
| Koss-Olinger Consulting, LLC | 40,108 | $204.0K | 0.03% | −16,627−29.3% | Reduced |
| Ethic Inc. | 39,817 | $203.0K | 0.02% | +13,574+51.7% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 39,038 | $198.0K | 0.02% | +39,038 | New |
| Ar Asset Management Inc | 36,691 | $187.0K | 0.05% | +691+1.9% | Added |
| JustInvest LLC | 36,571 | $186.0K | 0.02% | +36,571 | New |
| Cambridge Investment Research Advisors, Inc. | 36,034 | $183.0K | 0.00% | +19,319+115.6% | Added |
| Two Sigma Securities, LLC | 35,936 | $183.0K | 0.04% | +35,936 | New |
| Summit Global Investments | 35,242 | $179.0K | 0.01% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 34,703 | $177.0K | 0.01% | −1,848−5.1% | Reduced |
| Private Advisor Group, LLC | 34,476 | $175.0K | 0.00% | +17,135+98.8% | Added |
| Institute for Wealth Management, LLC. | 33,741 | $172.0K | 0.03% | −632−1.8% | Reduced |
| Ballentine Partners, LLC | 33,001 | $168.0K | 0.01% | −4,221−11.3% | Reduced |
| Quantbot Technologies LP | 32,478 | $165.0K | 0.01% | +5,278+19.4% | Added |
| Deutsche Bank AG | 32,210 | $164.0K | 0.00% | −80,152−71.3% | Reduced |
| Vanguard Capital Wealth Advisors | 30,661 | $156.0K | 0.12% | +30,661 | New |
| Franklin Resources Inc | 29,776 | $151.0K | 0.00% | −31,088−51.1% | Reduced |
| Cresset Asset Management, LLC | 27,709 | $141.0K | 0.00% | +7,978+40.4% | Added |
| Quadrant Capital Group LLC | 26,013 | $132.0K | 0.02% | −3,502−11.9% | Reduced |
| Cubist Systematic Strategies, LLC | 25,672 | $131.0K | 0.00% | +14,559+131.0% | Added |
| Lake Street Advisors Group, LLC | 25,462 | $130.0K | 0.01% | +2,312+10.0% | Added |
| Spire Wealth Management | 25,455 | $130.0K | 0.00% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 23,592 | $120.0K | 0.01% | +1,401+6.3% | Added |
| Rockefeller Capital Management L.P. | 23,800 | $120.0K | 0.00% | +23,651+15,873.2% | Added |
| UBS Group AG | 23,147 | $118.0K | 0.00% | −354−1.5% | Reduced |
| Veriti Management LLC | 22,093 | $112.0K | 0.02% | −808−3.5% | Reduced |
| West Family Investments, Inc. | 21,968 | $112.0K | 0.03% | +5,944+37.1% | Added |
| Sage Rhino Capital LLC | 21,719 | $111.0K | 0.03% | +1,621+8.1% | Added |
| First Trust Advisors LP | 21,550 | $110.0K | 0.00% | −105−0.5% | Reduced |
| FMR LLC | 20,856 | $106.0K | 0.00% | +646+3.2% | Added |
| AE Wealth Management LLC | 20,675 | $105.0K | 0.00% | +283+1.4% | Added |
| DeDora Capital, Inc. | 20,253 | $103.0K | 0.04% | +20,253 | New |
| Vista Wealth Management Group, LLC | 19,944 | $102.0K | 0.02% | +4,525+29.3% | Added |
| Nelson Capital Management, LLC | 18,011 | $92.0K | 0.02% | −1,500−7.7% | Reduced |