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 |
|---|---|---|---|---|---|
| Franklin Resources Inc | 29,505 | $157.0K | 0.00% | +1,903+6.9% | Added |
| Deutsche Bank AG | 29,001 | $153.0K | 0.00% | −3,209−10.0% | Reduced |
| Quadrant Capital Group LLC | 28,682 | $152.0K | 0.02% | +699+2.5% | Added |
| Balyasny Asset Management LLC | 28,619 | $151.0K | 0.00% | +28,619 | New |
| First Trust Advisors LP | 26,539 | $140.0K | 0.00% | −4,716−15.1% | Reduced |
| Rockefeller Capital Management L.P. | 26,662 | $140.0K | 0.00% | +2,928+12.3% | Added |
| Spire Wealth Management | 25,455 | $135.0K | 0.00% | −253−1.0% | Reduced |
| Lake Street Advisors Group, LLC | 24,519 | $130.0K | 0.01% | −120.0% | Reduced |
| Evergreen Capital Management LLC | 23,545 | $125.0K | 0.01% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 22,471 | $119.0K | 0.04% | +950+4.4% | Added |
| AE Wealth Management LLC | 20,675 | $109.0K | 0.00% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 20,253 | $107.0K | 0.04% | −629−3.0% | Reduced |
| CAPROCK Group, Inc. | 20,125 | $106.0K | 0.01% | +10,026+99.3% | Added |
| Contravisory Investment Management, Inc. | 19,756 | $105.0K | 0.03% | +19,756 | New |
| Sequoia Financial Advisors, LLC | 18,740 | $99.0K | 0.00% | +5,454+41.1% | Added |
| Veracity Capital LLC | 18,299 | $97.0K | 0.04% | +18,299 | New |
| Nelson Capital Management, LLC | 18,211 | $96.0K | 0.02% | +200+1.1% | Added |
| Private Advisor Group, LLC | 18,033 | $95.0K | 0.00% | +227+1.3% | Added |
| UBS Group AG | 17,822 | $94.0K | 0.00% | −17,848−50.0% | Reduced |
| Clarius Group, LLC | 18,866 | $93.0K | 0.01% | 00.0% | Unchanged |
| Virtu Financial LLC | 17,572 | $93.0K | 0.01% | −663−3.6% | Reduced |
| Vista Wealth Management Group, LLC | 16,588 | $88.0K | 0.01% | +1,169+7.6% | Added |
| Ellevest, Inc. | 16,386 | $87.0K | 0.01% | −1,602−8.9% | Reduced |
| CPWM, LLC | 16,009 | $85.0K | 0.01% | +1,235+8.4% | Added |
| Burns Matteson Capital Management, LLC | 16,023 | $84.8K | 0.06% | +16,023 | New |
| Bridgefront Capital, LLC | 15,942 | $84.0K | 0.10% | −23−0.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 15,706 | $83.0K | 0.02% | 00.0% | Unchanged |
| Forum Financial Management, LP | 15,735 | $83.0K | 0.00% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 15,464 | $82.0K | 0.00% | −96,437−86.2% | Reduced |
| Brinker Capital Investments, LLC | 15,442 | $82.0K | 0.00% | +4,519+41.4% | Added |
| Cetera Investment Advisers | 15,532 | $82.0K | 0.00% | +15,532 | New |
| Schonfeld Strategic Advisors LLC | 15,400 | $81.0K | 0.00% | +15,400 | New |
| Boit C F David | 14,695 | $78.0K | 0.05% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 14,511 | $77.0K | 0.01% | −158−1.1% | Reduced |
| Vanguard Capital Wealth Advisors | 14,419 | $76.0K | 0.05% | −1,219−7.8% | Reduced |
| Susquehanna International Group, LLP | 14,196 | $75.0K | 0.00% | −19,966−58.4% | Reduced |
| We Are One Seven, LLC | 14,203 | $75.0K | 0.01% | +14,203 | New |
| FourThought Financial, LLC | 14,062 | $74.0K | 0.01% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 13,507 | $71.0K | 0.04% | +13,507 | New |
| Glenmede Trust Co NA | 13,300 | $70.0K | 0.00% | −112−0.8% | Reduced |
| DGS Capital Management, LLC | 13,266 | $70.0K | 0.04% | +13,266 | New |
| State Street Corp | 13,095 | $69.0K | 0.00% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 11,187 | $66.0K | 0.00% | −665−5.6% | Reduced |
| Money Concepts Capital Corp | 12,526 | $66.0K | 0.00% | +12,526 | New |
| Bokf, NA | 12,047 | $63.0K | 0.00% | −1,329−9.9% | Reduced |
| Parallel Advisors, LLC | 11,688 | $63.0K | 0.00% | −452−3.7% | Reduced |
| Moreno Evelyn V | 11,691 | $62.0K | 0.01% | +11,691 | New |
| Lindbrook Capital, LLC | 11,331 | $60.0K | 0.01% | −2,773−19.7% | Reduced |
| Verus Capital Partners, LLC | 11,250 | $59.0K | 0.01% | +11,250 | New |
| Northwestern Mutual Wealth Management Co | 10,963 | $58.0K | 0.00% | −623−5.4% | Reduced |
| Raymond James Trust N.A. | 11,049 | $58.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 10,159 | $54.0K | 0.01% | −515−4.8% | Reduced |
| JPMorgan Chase & Co | 10,277 | $53.0K | 0.00% | +3,167+44.5% | Added |
| Fruth Investment Management | 10,000 | $52.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 9,222 | $49.0K | 0.00% | −2,320−20.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 7,730 | $40.9K | 0.00% | −750−8.8% | Reduced |
| Tradition Wealth Management, LLC | 6,706 | $35.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 6,000 | $32.0K | 0.00% | −2,000−25.0% | Reduced |
| CKW Financial Group | 5,900 | $32.0K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,585 | $30.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 5,231 | $28.0K | 0.00% | −1,492−22.2% | Reduced |
| Umb Bank N A | 5,164 | $27.0K | 0.00% | −123−2.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 5,000 | $26.4K | 0.00% | +5,000 | New |
| Bartlett & Co. LLC | 5,000 | $26.0K | 0.00% | +5,000 | New |
| Whittier Trust Co | 4,772 | $25.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 3,771 | $20.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,605 | $19.0K | 0.00% | +1,035+40.3% | Added |
| Glassman Wealth Services | 2,236 | $12.0K | 0.00% | +231+11.5% | Added |
| Tyler-Stone Wealth Management | 1,994 | $11.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 2,128 | $11.0K | 0.00% | +525+32.8% | Added |
| Bessemer Group Inc | 1,887 | $10.0K | 0.00% | −8,986−82.6% | Reduced |
| Fifth Third Bancorp | 1,580 | $8.00K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 1,485 | $8.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,253 | $7.00K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,055 | $6.00K | 0.00% | +1,055 | New |
| North Star Investment Management Corp. | 970 | $5.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 881 | $5.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 728 | $4.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 731 | $4.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 684 | $4.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 632 | $3.34K | 0.00% | +550+670.7% | Added |
| Clearstead Advisors, LLC | 628 | $3.00K | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 500 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 516 | $2.73K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 291 | $2.00K | 0.00% | −22−7.0% | Reduced |
| AdvisorNet Financial, Inc | 319 | $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 |
| Gemmer Asset Management LLC | 502 | $2.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 378 | $2.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 276 | $2.00K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 286 | $2.00K | 0.00% | +286 | New |
| Valley National Advisers Inc | 112 | $1.00K | 0.00% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 224 | $1.00K | 0.00% | +224 | New |
| Anchor Investment Management, LLC | 184 | $973 | 0.00% | 00.0% | Unchanged |
| 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% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 87 | $0 | 0.00% | 00.0% | Unchanged |