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, Q1 2022
Institutional positions in Aegon Ltd. as of Mar 31, 2022. 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
- 206
- +13 vs. Q4 2021
- Shares held
- 201.4M
- +36.6M (+22.2%) vs. Q4 2021
- Total value
- $1.07B
- +$251.1M (+30.8%) vs. Q4 2021
- New holders
- 37
- 63 more added
- Sold out
- 24
- 56 more reduced
2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Aegon Ltd.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Balyasny Asset Management LLC | 28,619 | $151.0K | 0.00% | +28,619 | New |
| Quadrant Capital Group LLC | 28,682 | $152.0K | 0.02% | +699+2.5% | Added |
| Deutsche Bank AG | 29,001 | $153.0K | 0.00% | −3,209−10.0% | Reduced |
| Franklin Resources Inc | 29,505 | $157.0K | 0.00% | +1,903+6.9% | Added |
| ExodusPoint Capital Management, LP | 30,107 | $159.0K | 0.00% | −1,316−4.2% | Reduced |
| Veriti Management LLC | 31,286 | $166.0K | 0.02% | +4,430+16.5% | Added |
| IFP Advisors, Inc | 18,075 | $168.0K | 0.00% | +12,676+234.8% | Added |
| Yousif Capital Management, LLC | 32,610 | $173.0K | 0.00% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 32,974 | $174.0K | 0.01% | −251−0.8% | Reduced |
| Shilanski & Associates, Inc. | 33,343 | $176.0K | 0.07% | +33,343 | New |
| Summit Global Investments | 35,242 | $186.0K | 0.01% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 35,100 | $186.0K | 0.03% | +35,100 | New |
| Hennion & Walsh Asset Management, Inc. | 36,528 | $193.0K | 0.01% | +4,397+13.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 36,734 | $194.0K | 0.00% | −222−0.6% | Reduced |
| Ar Asset Management Inc | 36,691 | $194.0K | 0.05% | 00.0% | Unchanged |
| Macquarie Group Ltd | 37,886 | $200.0K | 0.00% | +37,886 | New |
| Oppenheimer Asset Management Inc. | 38,055 | $201.0K | 0.00% | −694−1.8% | Reduced |
| Commonwealth Equity Services, LLC | 38,443 | $203.0K | 0.00% | −2,422−5.9% | Reduced |
| OLIO Financial Planning | 39,038 | $207.0K | 0.12% | +39,038 | New |
| Personal Cfo Solutions, LLC | 42,084 | $223.0K | 0.04% | +42,084 | New |
| Corient Capital Partners, LLC | 42,506 | $225.0K | 0.01% | +3,678+9.5% | Added |
| Citizens Business Bank | 43,000 | $227.0K | 0.03% | 00.0% | Unchanged |
| Comerica Bank | 39,316 | $229.0K | 0.00% | 00.0% | Unchanged |
| Eaton Vance Management | 44,183 | $234.0K | 0.00% | +26,543+150.5% | Added |
| Kestra Advisory Services, LLC | 44,371 | $235.0K | 0.00% | −34,472−43.7% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 45,710 | $238.0K | 0.01% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 45,710 | $242.0K | 0.02% | 00.0% | Unchanged |
| Balasa Dinverno & Foltz LLC | 48,196 | $255.0K | 0.02% | 00.0% | Unchanged |
| Dixon Hubard Feinour & Brown Inc | 50,318 | $266.0K | 0.03% | +50,318 | New |
| Wade G W & Inc | 52,021 | $275.0K | 0.01% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 52,039 | $275.0K | 0.00% | +11,126+27.2% | Added |
| Freestone Capital Holdings, LLC | 56,018 | $296.0K | 0.01% | +45,908+454.1% | Added |
| Miller Investment Management, LP | 57,015 | $302.0K | 0.05% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 57,824 | $306.0K | 0.02% | +57,824 | New |
| Creative Planning | 60,999 | $323.0K | 0.00% | +1,379+2.3% | Added |
| True North Advisors, LLC | 62,500 | $330.0K | 0.09% | −228−0.4% | Reduced |
| JustInvest LLC | 62,429 | $330.0K | 0.02% | +26,364+73.1% | Added |
| Bank of Montreal | 64,882 | $349.0K | 0.00% | −1,998−3.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 66,100 | $350.0K | 0.09% | −13,100−16.5% | Reduced |
| Ritholtz Wealth Management | 66,761 | $353.0K | 0.02% | −5,222−7.3% | Reduced |
| Institute for Wealth Management, LLC. | 71,267 | $377.0K | 0.06% | +43,517+156.8% | Added |
| Heritage Trust Co | 71,894 | $380.0K | 0.05% | +53,568+292.3% | Added |
| Advisor Group Holdings, Inc. | 40,768 | $399.0K | 0.00% | +27,947+218.0% | Added |
| Guggenheim Capital LLC | 75,653 | $400.0K | 0.00% | −28,963−27.7% | Reduced |
| SG Americas Securities, LLC | 76,596 | $405.0K | 0.00% | −47,498−38.3% | Reduced |
| Highland Capital Management, LLC | 86,093 | $455.0K | 0.03% | +50+0.1% | Added |
| TownSquare Capital, LLC | 86,085 | $456.0K | 0.01% | +70,858+465.3% | Added |
| Eagle Asset Management Inc | 87,392 | $462.0K | 0.00% | −5,961−6.4% | Reduced |
| Signaturefd, LLC | 95,948 | $508.0K | 0.02% | +4,942+5.4% | Added |
| Jane Street Group, LLC | 96,788 | $512.0K | 0.00% | −506,958−84.0% | Reduced |
| Advisor Partners LLC | 97,708 | $517.0K | 0.03% | +23,827+32.3% | Added |
| FMR LLC | 99,175 | $525.0K | 0.00% | +77,520+358.0% | Added |
| Mercer Global Advisors Inc | 99,342 | $526.0K | 0.00% | +5,868+6.3% | Added |
| Schechter Investment Advisors, LLC | 103,550 | $547.0K | 0.05% | −6,338−5.8% | Reduced |
| Engineers Gate Manager LP | 103,866 | $549.0K | 0.02% | +103,866 | New |
| Two Sigma Investments, LP | 104,486 | $553.0K | 0.00% | +104,486 | New |
| O'Shaughnessy Asset Management, LLC | 115,784 | $612.0K | 0.01% | −12,748−9.9% | Reduced |
| Quantbot Technologies LP | 116,200 | $614.0K | 0.05% | +111,633+2,444.3% | Added |
| National Bank of Canada | 118,580 | $627.0K | 0.00% | +2,632+2.3% | Added |
| Altium Wealth Management LLC | 122,380 | $647.0K | 0.04% | −5,358−4.2% | Reduced |
| Crossmark Global Holdings, Inc. | 123,249 | $652.0K | 0.01% | +372+0.3% | Added |
| Ameriprise Financial Inc | 126,941 | $672.0K | 0.00% | −142,839−52.9% | Reduced |
| Wetherby Asset Management Inc | 127,666 | $675.0K | 0.04% | +800+0.6% | Added |
| Marathon Capital Management | 136,336 | $721.0K | 0.21% | −15,523−10.2% | Reduced |
| Hantz Financial Services, Inc. | 138,661 | $734.0K | 0.02% | +11,700+9.2% | Added |
| Cubist Systematic Strategies, LLC | 140,476 | $743.0K | 0.01% | +120,268+595.2% | Added |
| Truist Financial Corp | 145,444 | $769.0K | 0.00% | +14,001+10.7% | Added |
| First Hawaiian Bank | 147,363 | $780.0K | 0.02% | +9,351+6.8% | Added |
| Susquehanna Fundamental Investments, LLC | 149,474 | $791.0K | 0.02% | +120,390+413.9% | Added |
| Group One Trading, L.P. | 156,256 | $827.0K | 0.02% | +67,794+76.6% | Added |
| Greenleaf Trust | 156,822 | $830.0K | 0.01% | +193+0.1% | Added |
| Ethic Inc. | 177,582 | $939.0K | 0.06% | +117,254+194.4% | Added |
| Natixis Advisors, L.P. | 180,536 | $955.0K | 0.00% | −2,257−1.2% | Reduced |
| Two Sigma Advisers, LP | 182,000 | $963.0K | 0.00% | +182,000 | New |
| Vanguard Group Inc | 189,442 | $1.00M | 0.00% | −131,582−41.0% | Reduced |
| LPL Financial LLC | 213,738 | $1.13M | 0.00% | +27,360+14.7% | Added |
| Royal Bank of Canada | 235,052 | $1.24M | 0.00% | +3,313+1.4% | Added |
| HighTower Advisors, LLC | 265,521 | $1.40M | 0.00% | +1,171+0.4% | Added |
| Bank of America Corp | 279,801 | $1.48M | 0.00% | −9,703−3.4% | Reduced |
| US Bancorp | 346,633 | $1.83M | 0.00% | +9,147+2.7% | Added |
| American Century Companies Inc | 431,303 | $2.28M | 0.00% | +165,800+62.4% | Added |
| Wells Fargo & Company | 446,140 | $2.36M | 0.00% | −20,359−4.4% | Reduced |
| SEI Investments Co | 492,395 | $2.60M | 0.01% | −18,356−3.6% | Reduced |
| Stifel Financial Corp | 543,864 | $2.88M | 0.00% | +192,363+54.7% | Added |
| Envestnet Asset Management Inc | 574,058 | $3.04M | 0.00% | +196,136+51.9% | Added |
| Teachers Retirement System of the State of Kentucky | 581,300 | $3.08M | 0.03% | +581,300 | New |
| Todd Asset Management LLC | 581,300 | $3.08M | 0.07% | +581,300 | New |
| The PNC Financial Services Group, Inc. | 658,300 | $3.48M | 0.00% | +613+0.1% | Added |
| Northern Trust Corp | 725,281 | $3.84M | 0.00% | −206,860−22.2% | Reduced |
| Dorsey Wright & Associates | 766,992 | $4.06M | 0.94% | +766,992 | New |
| CIBC World Markets Inc. | 881,398 | $4.66M | 0.02% | −3,248−0.4% | Reduced |
| Morgan Stanley | 1,509,045 | $7.98M | 0.00% | +59,862+4.1% | Added |
| Brandes Investment Partners, LP | 1,666,024 | $8.81M | 0.19% | +49,462+3.1% | Added |
| Grace & White Inc | 1,813,313 | $9.59M | 1.81% | −58,750−3.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 2,309,597 | $12.2M | 0.02% | −558,055−19.5% | Reduced |
| Dimensional Fund Advisors LP | 3,613,502 | $19.1M | 0.01% | +233,687+6.9% | Added |
| Goldman Sachs Group Inc | 3,811,605 | $20.2M | 0.01% | +152,011+4.2% | Added |
| Citadel Advisors LLC | 3,837,867 | $20.3M | 0.02% | +3,689,702+2,490.3% | Added |
| BlackRock Inc. | 4,142,664 | $21.9M | 0.00% | −77,059−1.8% | Reduced |
| Raymond James & Associates | 4,377,350 | $23.2M | 0.02% | +228,802+5.5% | Added |