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, Q4 2021
Institutional positions in Aegon Ltd. as of Dec 31, 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
- 195
- +12 vs. Q3 2021
- Shares held
- 164.8M
- +5.88M (+3.7%) vs. Q3 2021
- Total value
- $814.4M
- +$5.62M (+0.7%) vs. Q3 2021
- New holders
- 27
- 60 more added
- Sold out
- 15
- 56 more reduced
3 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Aegon Ltd.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dodge & Cox | 115,664,156 | $571.4M | 0.35% | +3,657,900+3.3% | Added |
| Private Management Group Inc | 5,370,953 | $26.5M | 1.06% | +24,851+0.5% | Added |
| Parametric Portfolio Associates LLC | 5,027,760 | $24.8M | 0.01% | −19,757−0.4% | Reduced |
| BlackRock Inc. | 4,219,723 | $20.8M | 0.00% | −385,069−8.4% | Reduced |
| Raymond James & Associates | 4,148,548 | $20.5M | 0.02% | +122,497+3.0% | Added |
| Goldman Sachs Group Inc | 3,659,594 | $18.1M | 0.00% | +229,109+6.7% | Added |
| Dimensional Fund Advisors LP | 3,379,815 | $16.7M | 0.01% | +289,847+9.4% | Added |
| Optiver Holding B.V. | 3,219,669 | $16.2M | 0.02% | +1,421,331+79.0% | Added |
| Arrowstreet Capital, Limited Partnership | 2,867,652 | $14.2M | 0.02% | +1,145,319+66.5% | Added |
| Grace & White Inc | 1,872,063 | $9.25M | 1.71% | −125,573−6.3% | Reduced |
| Brandes Investment Partners, LP | 1,616,562 | $7.99M | 0.17% | −119,391−6.9% | Reduced |
| Morgan Stanley | 1,449,183 | $7.16M | 0.00% | −156,714−9.8% | Reduced |
| Northern Trust Corp | 932,141 | $4.61M | 0.00% | −49,170−5.0% | Reduced |
| CIBC World Markets Inc. | 884,646 | $4.37M | 0.01% | −136,387−13.4% | Reduced |
| The PNC Financial Services Group, Inc. | 657,687 | $3.25M | 0.00% | −74,578−10.2% | Reduced |
| Jane Street Group, LLC | 603,746 | $2.98M | 0.01% | −105,104−14.8% | Reduced |
| SEI Investments Co | 510,751 | $2.52M | 0.00% | +272+0.1% | Added |
| Wells Fargo & Company | 466,499 | $2.30M | 0.00% | −139,113−23.0% | Reduced |
| Envestnet Asset Management Inc | 377,922 | $1.87M | 0.00% | +249,116+193.4% | Added |
| Stifel Financial Corp | 351,501 | $1.74M | 0.00% | +812+0.2% | Added |
| US Bancorp | 337,486 | $1.67M | 0.00% | −13,889−4.0% | Reduced |
| Vanguard Group Inc | 321,024 | $1.59M | 0.00% | −52,880−14.1% | Reduced |
| Bank of America Corp | 289,504 | $1.43M | 0.00% | −14,012−4.6% | Reduced |
| Ameriprise Financial Inc | 269,780 | $1.33M | 0.00% | +5,119+1.9% | Added |
| American Century Companies Inc | 265,503 | $1.31M | 0.00% | +60,540+29.5% | Added |
| HighTower Advisors, LLC | 264,350 | $1.30M | 0.00% | +209,981+386.2% | Added |
| Royal Bank of Canada | 231,739 | $1.14M | 0.00% | +2,324+1.0% | Added |
| LPL Financial LLC | 186,378 | $921.0K | 0.00% | +1,463+0.8% | Added |
| Natixis Advisors, L.P. | 182,793 | $903.0K | 0.00% | −2,915−1.6% | Reduced |
| Greenleaf Trust | 156,629 | $774.0K | 0.01% | +14,933+10.5% | Added |
| Marathon Capital Management | 151,859 | $750.0K | 0.18% | −69,095−31.3% | Reduced |
| Citadel Advisors LLC | 148,165 | $732.0K | 0.00% | −265,754−64.2% | Reduced |
| First Hawaiian Bank | 138,012 | $681.0K | 0.02% | +138,012 | New |
| Truist Financial Corp | 131,443 | $649.0K | 0.00% | −5,582−4.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 128,532 | $635.0K | 0.01% | −4,057−3.1% | Reduced |
| Altium Wealth Management LLC | 127,738 | $631.0K | 0.04% | −2,437−1.9% | Reduced |
| Wetherby Asset Management Inc | 126,866 | $627.0K | 0.04% | −3,294−2.5% | Reduced |
| Hantz Financial Services, Inc. | 126,961 | $627.0K | 0.02% | +6,970+5.8% | Added |
| SG Americas Securities, LLC | 124,094 | $613.0K | 0.00% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 122,877 | $607.0K | 0.01% | +859+0.7% | Added |
| National Bank of Canada | 115,948 | $572.0K | 0.00% | +115,948 | New |
| Mutual Advisors, LLC | 111,901 | $553.0K | 0.03% | +96,454+624.4% | Added |
| Henry James International Management, Inc. | 110,000 | $543.0K | 0.17% | +60,000+120.0% | Added |
| Schechter Investment Advisors, LLC | 109,888 | $543.0K | 0.05% | +109,888 | New |
| Guggenheim Capital LLC | 104,616 | $517.0K | 0.00% | −1,377−1.3% | Reduced |
| Mercer Global Advisors Inc | 93,474 | $462.0K | 0.00% | −2,801−2.9% | Reduced |
| Eagle Asset Management Inc | 93,353 | $460.0K | 0.00% | +3,246+3.6% | Added |
| Signaturefd, LLC | 91,006 | $450.0K | 0.01% | +2,509+2.8% | Added |
| Group One Trading, L.P. | 88,462 | $437.0K | 0.01% | +88,462 | New |
| Highland Capital Management, LLC | 86,043 | $425.0K | 0.02% | +5,642+7.0% | Added |
| Campbell & CO Investment Adviser LLC | 79,200 | $391.0K | 0.13% | −27,100−25.5% | Reduced |
| Kestra Advisory Services, LLC | 78,843 | $389.0K | 0.00% | −75,723−49.0% | Reduced |
| Advisor Partners LLC | 73,881 | $365.0K | 0.02% | +4,823+7.0% | Added |
| Ritholtz Wealth Management | 71,983 | $356.0K | 0.02% | −928−1.3% | Reduced |
| Geode Capital Management, LLC | 68,419 | $337.0K | 0.00% | +800+1.2% | Added |
| Bank of Montreal | 66,880 | $330.0K | 0.00% | −21,601−24.4% | Reduced |
| True North Advisors, LLC | 62,728 | $309.0K | 0.05% | 00.0% | Unchanged |
| Ethic Inc. | 60,328 | $298.0K | 0.02% | +20,511+51.5% | Added |
| Creative Planning | 59,620 | $295.0K | 0.00% | −3,350−5.3% | Reduced |
| Miller Investment Management, LP | 57,015 | $282.0K | 0.04% | 00.0% | Unchanged |
| Wade G W & Inc | 52,021 | $257.0K | 0.01% | 00.0% | Unchanged |
| Balasa Dinverno & Foltz LLC | 48,196 | $238.0K | 0.02% | +179+0.4% | Added |
| Two Sigma Securities, LLC | 45,997 | $227.0K | 0.04% | +10,061+28.0% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 45,710 | $226.0K | 0.01% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 45,710 | $226.0K | 0.02% | 00.0% | Unchanged |
| Comerica Bank | 39,316 | $222.0K | 0.00% | −2,409−5.8% | Reduced |
| Citizens Business Bank | 43,000 | $212.0K | 0.03% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 40,913 | $202.0K | 0.00% | +334+0.8% | Added |
| Commonwealth Equity Services, LLC | 40,865 | $201.0K | 0.00% | −22,648−35.7% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 39,038 | $192.0K | 0.02% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 38,828 | $192.0K | 0.01% | +4,125+11.9% | Added |
| Oppenheimer Asset Management Inc. | 38,749 | $191.0K | 0.00% | −2,046−5.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 36,956 | $183.0K | 0.00% | +922+2.6% | Added |
| DeDora Capital, Inc. | 20,882 | $182.0K | 0.14% | +629+3.1% | Added |
| Ar Asset Management Inc | 36,691 | $181.0K | 0.05% | 00.0% | Unchanged |
| JustInvest LLC | 36,065 | $178.0K | 0.01% | −506−1.4% | Reduced |
| UBS Group AG | 35,670 | $176.0K | 0.00% | +12,523+54.1% | Added |
| Summit Global Investments | 35,242 | $174.0K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 34,162 | $169.0K | 0.00% | +34,162 | New |
| Ballentine Partners, LLC | 33,225 | $164.0K | 0.00% | +224+0.7% | Added |
| Yousif Capital Management, LLC | 32,610 | $161.0K | 0.00% | +32,610 | New |
| Deutsche Bank AG | 32,210 | $159.0K | 0.00% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 32,131 | $159.0K | 0.01% | +32,131 | New |
| ExodusPoint Capital Management, LP | 31,423 | $155.0K | 0.00% | +31,423 | New |
| First Trust Advisors LP | 31,255 | $154.0K | 0.00% | +9,705+45.0% | Added |
| Susquehanna Fundamental Investments, LLC | 29,084 | $144.0K | 0.00% | −43,516−59.9% | Reduced |
| Quadrant Capital Group LLC | 27,983 | $138.0K | 0.02% | +1,970+7.6% | Added |
| Institute for Wealth Management, LLC. | 27,750 | $137.0K | 0.02% | −5,991−17.8% | Reduced |
| Franklin Resources Inc | 27,602 | $136.0K | 0.00% | −2,174−7.3% | Reduced |
| Veriti Management LLC | 26,856 | $133.0K | 0.02% | +4,763+21.6% | Added |
| Spire Wealth Management | 25,708 | $127.0K | 0.00% | +253+1.0% | Added |
| Lake Street Advisors Group, LLC | 24,531 | $121.0K | 0.01% | −931−3.7% | Reduced |
| Evergreen Capital Management LLC | 23,545 | $116.0K | 0.00% | −47−0.2% | Reduced |
| Rockefeller Capital Management L.P. | 23,734 | $116.0K | 0.00% | −66−0.3% | Reduced |
| FMR LLC | 21,655 | $107.0K | 0.00% | +799+3.8% | Added |
| Sage Rhino Capital LLC | 21,521 | $106.0K | 0.03% | −198−0.9% | Reduced |
| AE Wealth Management LLC | 20,675 | $102.0K | 0.00% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 20,528 | $101.0K | 0.02% | −19,580−48.8% | Reduced |
| Cubist Systematic Strategies, LLC | 20,208 | $100.0K | 0.00% | −5,464−21.3% | Reduced |
| Clarius Group, LLC | 18,866 | $93.0K | 0.01% | +3,253+20.8% | Added |