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 |
|---|---|---|---|---|---|
| Pinnacle Wealth Planning Services, Inc. | 17,003 | $87.0K | 0.02% | +17,003 | New |
| Centiva Capital, LP | 16,982 | $86.0K | 0.01% | +16,982 | New |
| Bridgefront Capital, LLC | 15,965 | $81.0K | 0.08% | +1,744+12.3% | 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 |
| TownSquare Capital, LLC | 15,227 | $78.0K | 0.00% | +135+0.9% | Added |
| Botty Investors LLC | 14,924 | $76.0K | 0.02% | +14,924 | New |
| 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 |
| FourThought Financial, LLC | 14,281 | $72.0K | 0.01% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 14,000 | $71.0K | 0.01% | 00.0% | Unchanged |
| Virtu Financial LLC | 13,764 | $70.0K | 0.01% | +13,764 | New |
| 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 |
| Buckingham Strategic Wealth, LLC | 12,845 | $65.0K | 0.00% | +1,294+11.2% | Added |
| Glenmede Trust Co NA | 12,729 | $64.0K | 0.00% | −209−1.6% | Reduced |
| Lindbrook Capital, LLC | 12,284 | $63.0K | 0.02% | +125+1.0% | Added |
| Bokf, NA | 12,156 | $62.0K | 0.00% | +12,156 | New |
| Parallel Advisors, LLC | 11,948 | $61.0K | 0.00% | +1,499+14.3% | Added |
| 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 |
| JFS Wealth Advisors, LLC | 11,340 | $58.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| 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 |
| Pathstone Family Office, LLC | 10,852 | $55.0K | 0.00% | +10,852 | New |
| Relative Value Partners Group, LLC | 10,500 | $53.0K | 0.00% | −1,750−14.3% | Reduced |
| 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 |
| Fruth Investment Management | 10,000 | $50.0K | 0.02% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 9,478 | $48.2K | 0.00% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 11,414 | $47.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 8,479 | $43.0K | 0.01% | +1,234+17.0% | Added |
| Sandy Spring Bank | 8,000 | $41.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 6,706 | $34.0K | 0.00% | +6,706 | New |
| Carroll Financial Associates, Inc. | 6,576 | $33.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 7,477 | $31.0K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 5,900 | $30.0K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,585 | $28.0K | 0.00% | −611−9.9% | Reduced |
| IFP Advisors, Inc | 5,399 | $27.0K | 0.00% | −109−2.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 5,000 | $25.4K | 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 |
| Whittier Trust Co | 4,772 | $24.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 3,773 | $19.0K | 0.00% | −58,152−93.9% | Reduced |
| Liberty Wealth Management LLC | 2,345 | $12.0K | 0.00% | +82+3.6% | Added |
| Glassman Wealth Services | 2,111 | $11.0K | 0.00% | +1,666+374.4% | Added |
| Bessemer Group Inc | 1,887 | $10.0K | 0.00% | −1,202−38.9% | Reduced |
| 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 |
| North Star Investment Management Corp. | 970 | $5.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Kelly Financial Services LLC | 516 | $2.62K | 0.00% | −1,538−74.9% | Reduced |
| 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 |
| Anchor Investment Management, LLC | 388 | $1.98K | 0.00% | +204+110.9% | Added |
| 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 |
| American Portfolios Advisors | 184 | $937 | 0.00% | +184 | New |
| 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 |
| Green Harvest Asset Management LLC | 540 | – | – | 00.0% | Unchanged |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −456,899−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −240,066−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −158,821−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −123,174−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −114,883−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −26,286−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −24,457−100.0% | Sold out |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −23,673−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −19,608−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −17,449−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −13,760−100.0% | Sold out |
| Peapack Gladstone Financial Corp | 0 | $0 | 0.00% | −13,476−100.0% | Sold out |
| Stock Yards Bank & Trust Co | 0 | $0 | 0.00% | −13,260−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −13,004−100.0% | Sold out |