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 |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 8 | $0 | 0.00% | +1+14.3% | Added |
| Cedar Mountain Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 87 | $0 | 0.00% | +87 | New |
| American Portfolios Advisors | 82 | $405 | 0.00% | −102−55.4% | Reduced |
| Anchor Investment Management, LLC | 184 | $909 | 0.00% | −204−52.6% | Reduced |
| Valley National Advisers Inc | 112 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 276 | $1.00K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 259 | $1.00K | 0.00% | +259 | New |
| Gemmer Asset Management LLC | 502 | $2.00K | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 500 | $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% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 378 | $2.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 319 | $2.00K | 0.00% | +319 | New |
| Kelly Financial Services LLC | 516 | $2.55K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 628 | $3.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 684 | $3.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 612 | $3.00K | 0.00% | +578+1,700.0% | Added |
| RGT Wealth Advisors, LLC | 540 | $3.00K | 0.00% | +540 | New |
| Allworth Financial LP | 881 | $4.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 728 | $4.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 750 | $4.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 731 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 819 | $4.00K | 0.00% | +180+28.2% | Added |
| North Star Investment Management Corp. | 970 | $5.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,231 | $6.00K | 0.00% | +1,231 | New |
| EverSource Wealth Advisors, LLC | 1,253 | $6.00K | 0.00% | +1,253 | New |
| Arlington Partners LLC | 1,485 | $7.00K | 0.00% | +1,485 | New |
| 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 |
| Glassman Wealth Services | 2,005 | $10.0K | 0.00% | −106−5.0% | Reduced |
| Tyler-Stone Wealth Management | 1,994 | $10.0K | 0.01% | +1,994 | New |
| Ahl Investment Management, Inc. | 2,200 | $11.0K | 0.01% | +2,200 | New |
| Tower Research Capital LLC (TRC) | 2,570 | $13.0K | 0.00% | +2,570 | New |
| Citigroup Inc | 3,771 | $18.0K | 0.00% | −2−0.1% | Reduced |
| Quantbot Technologies LP | 4,567 | $22.0K | 0.00% | −27,911−85.9% | Reduced |
| Geneos Wealth Management Inc. | 4,942 | $24.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 4,772 | $24.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5,399 | $26.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 5,287 | $26.0K | 0.00% | +5,287 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,585 | $28.0K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 5,900 | $30.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 6,576 | $32.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 6,706 | $33.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 6,723 | $33.0K | 0.00% | +5,219+347.0% | Added |
| JPMorgan Chase & Co | 7,110 | $35.0K | 0.00% | −4,446−38.5% | Reduced |
| Sandy Spring Bank | 8,000 | $40.0K | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 8,192 | $40.0K | 0.00% | +8,192 | New |
| Federation des caisses Desjardins du Quebec | 8,480 | $41.9K | 0.00% | −998−10.5% | Reduced |
| Fruth Investment Management | 10,000 | $49.0K | 0.01% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 10,099 | $50.0K | 0.00% | −122−1.2% | Reduced |
| Freestone Capital Holdings, LLC | 10,110 | $50.0K | 0.00% | +10,110 | New |
| Cresset Asset Management, LLC | 10,204 | $51.0K | 0.00% | −17,505−63.2% | Reduced |
| Oppenheimer & Co Inc | 10,283 | $51.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 10,674 | $53.0K | 0.01% | +2,195+25.9% | Added |
| Brinker Capital Investments, LLC | 10,923 | $54.0K | 0.00% | −491−4.3% | Reduced |
| Bessemer Group Inc | 10,873 | $54.0K | 0.00% | +8,986+476.2% | Added |
| Raymond James Trust N.A. | 11,049 | $55.0K | 0.00% | +11,049 | New |
| Keel Point, LLC | 11,575 | $57.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 11,542 | $57.0K | 0.01% | +202+1.8% | Added |
| Northwestern Mutual Wealth Management Co | 11,586 | $57.0K | 0.00% | +623+5.7% | Added |
| Relative Value Partners Group, LLC | 11,500 | $57.0K | 0.00% | +1,000+9.5% | Added |
| Pathstone Family Office, LLC | 11,852 | $58.0K | 0.00% | +1,000+9.2% | Added |
| Parallel Advisors, LLC | 12,140 | $60.0K | 0.00% | +192+1.6% | Added |
| Advisor Group Holdings, Inc. | 12,821 | $63.0K | 0.00% | −464−3.5% | Reduced |
| Buckingham Strategic Wealth, LLC | 12,935 | $64.0K | 0.00% | +90+0.7% | Added |
| State Street Corp | 13,095 | $65.0K | 0.00% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 13,139 | $65.0K | 0.02% | +13,139 | New |
| Glenmede Trust Co NA | 13,412 | $66.0K | 0.00% | +683+5.4% | Added |
| Bokf, NA | 13,376 | $66.0K | 0.00% | +1,220+10.0% | Added |
| Sequoia Financial Advisors, LLC | 13,286 | $66.0K | 0.00% | +13,286 | New |
| FourThought Financial, LLC | 14,062 | $69.0K | 0.01% | −219−1.5% | Reduced |
| Lindbrook Capital, LLC | 14,104 | $70.0K | 0.01% | +1,820+14.8% | Added |
| Simplex Trading, LLC | 14,402 | $71.0K | 0.00% | +6,925+92.6% | Added |
| Dorsey & Whitney Trust CO LLC | 14,669 | $72.0K | 0.01% | +669+4.8% | Added |
| Boit C F David | 14,695 | $73.0K | 0.05% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 15,227 | $75.0K | 0.00% | 00.0% | Unchanged |
| CPWM, LLC | 14,774 | $75.0K | 0.01% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 15,419 | $76.0K | 0.01% | −4,525−22.7% | Reduced |
| Vanguard Capital Wealth Advisors | 15,638 | $77.0K | 0.06% | −15,023−49.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 15,706 | $78.0K | 0.02% | −1,297−7.6% | Reduced |
| Forum Financial Management, LP | 15,735 | $78.0K | 0.00% | +15,735 | New |
| Bridgefront Capital, LLC | 15,965 | $79.0K | 0.08% | 00.0% | Unchanged |
| Cerity Partners LLC | 17,695 | $87.0K | 0.00% | +17,695 | New |
| Private Advisor Group, LLC | 17,806 | $88.0K | 0.00% | −16,670−48.4% | Reduced |
| Eaton Vance Management | 17,640 | $88.0K | 0.00% | +5,461+44.8% | Added |
| Nelson Capital Management, LLC | 18,011 | $89.0K | 0.02% | 00.0% | Unchanged |
| Ellevest, Inc. | 17,988 | $89.0K | 0.01% | +2,527+16.3% | Added |
| Virtu Financial LLC | 18,235 | $90.0K | 0.01% | +4,471+32.5% | Added |
| Heritage Trust Co | 18,326 | $91.0K | 0.01% | +18,326 | New |
| Clarius Group, LLC | 18,866 | $93.0K | 0.01% | +3,253+20.8% | Added |
| Cubist Systematic Strategies, LLC | 20,208 | $100.0K | 0.00% | −5,464−21.3% | Reduced |
| Koss-Olinger Consulting, LLC | 20,528 | $101.0K | 0.02% | −19,580−48.8% | Reduced |
| AE Wealth Management LLC | 20,675 | $102.0K | 0.00% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 21,521 | $106.0K | 0.03% | −198−0.9% | Reduced |