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 |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $0 | 0.00% | −2,666−100.0% | Reduced |
| Evoke Wealth, LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 34 | $0 | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Ironwood Financial, llc | 50 | $0 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 20 | $0 | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 184 | $937 | 0.00% | +184 | New |
| Eaton Vance Management | 12,179 | $1.00K | 0.00% | +1,779+17.1% | Added |
| Private Capital Group, LLC | 276 | $1.00K | 0.00% | −24−8.0% | Reduced |
| Valley National Advisers Inc | 112 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 199 | $1.00K | 0.00% | +199 | New |
| Anchor Investment Management, LLC | 388 | $1.98K | 0.00% | +204+110.9% | Added |
| Steward Partners Investment Advisory, LLC | 378 | $2.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 313 | $2.00K | 0.00% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 326 | $2.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 310 | $2.00K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 354 | $2.00K | 0.00% | +354 | New |
| Kelly Financial Services LLC | 516 | $2.62K | 0.00% | −1,538−74.9% | Reduced |
| Global Retirement Partners, LLC | 684 | $3.00K | 0.00% | −6,441−90.4% | Reduced |
| Harbour Investments, Inc. | 656 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 628 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 502 | $3.00K | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 500 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 639 | $3.00K | 0.00% | +639 | New |
| Allworth Financial LP | 881 | $4.00K | 0.00% | +31+3.6% | Added |
| Pinnacle Bancorp, Inc. | 728 | $4.00K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 830 | $4.00K | 0.00% | +56+7.2% | Added |
| GPS Wealth Strategies Group, LLC | 750 | $4.00K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 857 | $4.00K | 0.00% | +857 | New |
| Laurel Wealth Planning LLC | 731 | $4.00K | 0.00% | +731 | New |
| North Star Investment Management Corp. | 970 | $5.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,580 | $8.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,603 | $8.00K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 1,504 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,887 | $10.0K | 0.00% | −1,202−38.9% | Reduced |
| Glassman Wealth Services | 2,111 | $11.0K | 0.00% | +1,666+374.4% | Added |
| Liberty Wealth Management LLC | 2,345 | $12.0K | 0.00% | +82+3.6% | Added |
| Citigroup Inc | 3,773 | $19.0K | 0.00% | −58,152−93.9% | Reduced |
| Whittier Trust Co | 4,772 | $24.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 5,000 | $25.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 4,942 | $25.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 5,000 | $25.4K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5,399 | $27.0K | 0.00% | −109−2.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,585 | $28.0K | 0.00% | −611−9.9% | Reduced |
| CKW Financial Group | 5,900 | $30.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 7,477 | $31.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 6,576 | $33.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 6,706 | $34.0K | 0.00% | +6,706 | New |
| Sandy Spring Bank | 8,000 | $41.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 8,479 | $43.0K | 0.01% | +1,234+17.0% | Added |
| Brinker Capital Investments, LLC | 11,414 | $47.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 9,478 | $48.2K | 0.00% | 00.0% | Unchanged |
| Fruth Investment Management | 10,000 | $50.0K | 0.02% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 10,221 | $52.0K | 0.00% | −4,233−29.3% | Reduced |
| Oppenheimer & Co Inc | 10,283 | $52.0K | 0.00% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 10,500 | $53.0K | 0.00% | −1,750−14.3% | Reduced |
| Pathstone Family Office, LLC | 10,852 | $55.0K | 0.00% | +10,852 | New |
| Wealth Architects, LLC | 10,920 | $56.0K | 0.01% | −1,458−11.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 10,963 | $56.0K | 0.00% | +8,599+363.7% | Added |
| Two Sigma Advisers, LP | 11,247 | $57.0K | 0.00% | −113,802−91.0% | Reduced |
| Checchi Capital Advisers, LLC | 11,231 | $57.0K | 0.01% | −467−4.0% | Reduced |
| JFS Wealth Advisors, LLC | 11,340 | $58.0K | 0.01% | 00.0% | Unchanged |
| Keel Point, LLC | 11,575 | $59.0K | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 11,556 | $59.0K | 0.00% | +4,367+60.7% | Added |
| Parallel Advisors, LLC | 11,948 | $61.0K | 0.00% | +1,499+14.3% | Added |
| Bokf, NA | 12,156 | $62.0K | 0.00% | +12,156 | New |
| Lindbrook Capital, LLC | 12,284 | $63.0K | 0.02% | +125+1.0% | Added |
| Glenmede Trust Co NA | 12,729 | $64.0K | 0.00% | −209−1.6% | Reduced |
| Buckingham Strategic Wealth, LLC | 12,845 | $65.0K | 0.00% | +1,294+11.2% | Added |
| Advisor Group Holdings, Inc. | 13,285 | $67.0K | 0.00% | −411−3.0% | Reduced |
| State Street Corp | 13,095 | $67.0K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 13,764 | $70.0K | 0.01% | +13,764 | New |
| Dorsey & Whitney Trust CO LLC | 14,000 | $71.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 14,281 | $72.0K | 0.01% | 00.0% | Unchanged |
| CPWM, LLC | 14,774 | $75.0K | 0.01% | 00.0% | Unchanged |
| Boit C F David | 14,695 | $75.0K | 0.05% | +244+1.7% | Added |
| Botty Investors LLC | 14,924 | $76.0K | 0.02% | +14,924 | New |
| TownSquare Capital, LLC | 15,227 | $78.0K | 0.00% | +135+0.9% | Added |
| Ellevest, Inc. | 15,461 | $79.0K | 0.01% | −154−1.0% | Reduced |
| Clarius Group, LLC | 15,613 | $79.0K | 0.01% | +285+1.9% | Added |
| Mutual Advisors, LLC | 15,447 | $79.0K | 0.00% | +15,447 | New |
| Bridgefront Capital, LLC | 15,965 | $81.0K | 0.08% | +1,744+12.3% | Added |
| Centiva Capital, LP | 16,982 | $86.0K | 0.01% | +16,982 | New |
| Pinnacle Wealth Planning Services, Inc. | 17,003 | $87.0K | 0.02% | +17,003 | New |
| Nelson Capital Management, LLC | 18,011 | $92.0K | 0.02% | −1,500−7.7% | Reduced |
| Vista Wealth Management Group, LLC | 19,944 | $102.0K | 0.02% | +4,525+29.3% | Added |
| DeDora Capital, Inc. | 20,253 | $103.0K | 0.04% | +20,253 | New |
| AE Wealth Management LLC | 20,675 | $105.0K | 0.00% | +283+1.4% | Added |
| FMR LLC | 20,856 | $106.0K | 0.00% | +646+3.2% | Added |
| First Trust Advisors LP | 21,550 | $110.0K | 0.00% | −105−0.5% | Reduced |
| Sage Rhino Capital LLC | 21,719 | $111.0K | 0.03% | +1,621+8.1% | Added |
| 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 |
| UBS Group AG | 23,147 | $118.0K | 0.00% | −354−1.5% | Reduced |
| 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 |
| 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 |
| Cubist Systematic Strategies, LLC | 25,672 | $131.0K | 0.00% | +14,559+131.0% | Added |