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, Q2 2022
Institutional positions in Aegon Ltd. as of Jun 30, 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
- 216
- +15 vs. Q1 2022
- Shares held
- 202.0M
- +6.62M (+3.4%) vs. Q1 2022
- Total value
- $884.7M
- −$148.8M (−14.4%) vs. Q1 2022
- New holders
- 36
- 64 more added
- Sold out
- 21
- 61 more reduced
5 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Aegon Ltd.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dodge & Cox | 127,736,992 | $559.5M | 0.39% | +1,106,280+0.9% | Added |
| Wellington Management Group LLP | 21,690,082 | $95.0M | 0.02% | −457,346−2.1% | Reduced |
| Morgan Stanley | 6,598,016 | $28.9M | 0.00% | +5,088,971+337.2% | Added |
| Private Management Group Inc | 5,340,087 | $23.4M | 1.03% | −58,012−1.1% | Reduced |
| BlackRock Inc. | 4,806,224 | $21.1M | 0.00% | +663,560+16.0% | Added |
| Raymond James & Associates | 4,289,344 | $18.8M | 0.02% | −88,006−2.0% | Reduced |
| Goldman Sachs Group Inc | 3,988,646 | $17.5M | 0.01% | +177,041+4.6% | Added |
| Dimensional Fund Advisors LP | 3,819,825 | $16.7M | 0.01% | +206,323+5.7% | Added |
| Arrowstreet Capital, Limited Partnership | 2,029,566 | $8.89M | 0.01% | −280,031−12.1% | Reduced |
| Grace & White Inc | 1,820,913 | $7.98M | 1.66% | +7,600+0.4% | Added |
| Brandes Investment Partners, LP | 1,558,428 | $6.83M | 0.17% | −107,596−6.5% | Reduced |
| Envestnet Asset Management Inc | 1,393,655 | $6.10M | 0.00% | +819,597+142.8% | Added |
| Citadel Advisors LLC | 1,331,115 | $5.83M | 0.01% | −2,506,752−65.3% | Reduced |
| CIBC World Markets Inc. | 860,199 | $3.77M | 0.01% | −21,199−2.4% | Reduced |
| Qube Research & Technologies Ltd | 775,585 | $3.40M | 0.03% | +775,585 | New |
| Northern Trust Corp | 747,469 | $3.27M | 0.00% | +22,188+3.1% | Added |
| Dorsey Wright & Associates | 675,391 | $2.96M | 0.87% | −91,601−11.9% | Reduced |
| The PNC Financial Services Group, Inc. | 659,038 | $2.89M | 0.00% | +738+0.1% | Added |
| Todd Asset Management LLC | 577,900 | $2.53M | 0.07% | −3,400−0.6% | Reduced |
| American Century Companies Inc | 570,361 | $2.50M | 0.00% | +139,058+32.2% | Added |
| Stifel Financial Corp | 533,793 | $2.34M | 0.00% | −10,071−1.9% | Reduced |
| SEI Investments Co | 493,874 | $2.16M | 0.00% | +1,479+0.3% | Added |
| Wells Fargo & Company | 438,528 | $1.92M | 0.00% | −7,612−1.7% | Reduced |
| US Bancorp | 367,634 | $1.61M | 0.00% | +21,001+6.1% | Added |
| Two Sigma Advisers, LP | 353,300 | $1.55M | 0.00% | +171,300+94.1% | Added |
| Bank of America Corp | 275,780 | $1.21M | 0.00% | −4,021−1.4% | Reduced |
| Voloridge Investment Management, LLC | 264,858 | $1.16M | 0.01% | +264,858 | New |
| Royal Bank of Canada | 243,621 | $1.07M | 0.00% | +8,569+3.6% | Added |
| Cubist Systematic Strategies, LLC | 240,580 | $1.05M | 0.01% | +100,104+71.3% | Added |
| Jane Street Group, LLC | 240,537 | $1.05M | 0.00% | +143,749+148.5% | Added |
| Natixis Advisors, L.P. | 229,250 | $1.00M | 0.00% | +48,714+27.0% | Added |
| Heritage Trust Co | 193,267 | $847.0K | 0.14% | +121,373+168.8% | Added |
| Wetherby Asset Management Inc | 190,124 | $833.0K | 0.06% | +62,458+48.9% | Added |
| Group One Trading, L.P. | 187,056 | $819.0K | 0.02% | +30,800+19.7% | Added |
| Greenleaf Trust | 159,442 | $698.0K | 0.01% | +2,620+1.7% | Added |
| Ethic Inc. | 159,152 | $697.0K | 0.05% | −18,430−10.4% | Reduced |
| LPL Financial LLC | 152,440 | $668.0K | 0.00% | −61,298−28.7% | Reduced |
| First Hawaiian Bank | 147,363 | $646.0K | 0.02% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 144,955 | $635.0K | 0.02% | +6,294+4.5% | Added |
| Truist Financial Corp | 140,296 | $615.0K | 0.00% | −5,148−3.5% | Reduced |
| Prospera Financial Services Inc | 134,852 | $591.0K | 0.03% | +134,852 | New |
| Cordatus Wealth Management LLC | 127,293 | $558.0K | 0.26% | +127,293 | New |
| Vanguard Group Inc | 126,395 | $554.0K | 0.00% | −63,047−33.3% | Reduced |
| Marathon Capital Management | 126,486 | $554.0K | 0.18% | −9,850−7.2% | Reduced |
| Crossmark Global Holdings, Inc. | 125,947 | $552.0K | 0.01% | +2,698+2.2% | Added |
| Russell Investments Group, Ltd. | 122,947 | $538.0K | 0.00% | +122,947 | New |
| Altium Wealth Management LLC | 122,379 | $536.0K | 0.04% | −10.0% | Reduced |
| FMR LLC | 120,210 | $527.0K | 0.00% | +21,035+21.2% | Added |
| National Bank of Canada | 120,038 | $525.0K | 0.00% | +1,458+1.2% | Added |
| Virtu Financial LLC | 116,475 | $510.0K | 0.04% | +98,903+562.8% | Added |
| O'Shaughnessy Asset Management, LLC | 114,620 | $502.0K | 0.01% | −1,164−1.0% | Reduced |
| Ameriprise Financial Inc | 113,140 | $495.0K | 0.00% | −13,801−10.9% | Reduced |
| Millennium Management LLC | 103,910 | $455.0K | 0.00% | +103,910 | New |
| Schechter Investment Advisors, LLC | 100,351 | $439.0K | 0.04% | −3,199−3.1% | Reduced |
| Signaturefd, LLC | 94,826 | $415.0K | 0.01% | −1,122−1.2% | Reduced |
| JustInvest LLC | 94,273 | $413.0K | 0.02% | +31,844+51.0% | Added |
| Mercer Global Advisors Inc | 91,319 | $400.0K | 0.00% | −8,023−8.1% | Reduced |
| TownSquare Capital, LLC | 87,276 | $383.0K | 0.01% | +1,191+1.4% | Added |
| Highland Capital Management, LLC | 86,093 | $377.0K | 0.03% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 81,734 | $357.0K | 0.00% | −5,658−6.5% | Reduced |
| Advisor Partners LLC | 81,268 | $356.0K | 0.03% | −16,440−16.8% | Reduced |
| SG Americas Securities, LLC | 80,988 | $355.0K | 0.00% | +4,392+5.7% | Added |
| Institute for Wealth Management, LLC. | 71,239 | $312.0K | 0.06% | −280.0% | Reduced |
| HighTower Advisors, LLC | 70,013 | $308.0K | 0.00% | −195,508−73.6% | Reduced |
| Bank of Montreal | 58,030 | $307.0K | 0.00% | −6,852−10.6% | Reduced |
| Guggenheim Capital LLC | 67,797 | $297.0K | 0.00% | −7,856−10.4% | Reduced |
| Creative Planning | 67,901 | $297.0K | 0.00% | +6,902+11.3% | Added |
| Ritholtz Wealth Management | 65,017 | $285.0K | 0.02% | −1,744−2.6% | Reduced |
| True North Advisors, LLC | 62,500 | $273.0K | 0.09% | 00.0% | Unchanged |
| Wade G W & Inc | 62,063 | $272.0K | 0.01% | +10,042+19.3% | Added |
| Capital Asset Advisory Services LLC | 58,983 | $264.0K | 0.03% | +58,983 | New |
| Bank of New York Mellon Corp | 59,760 | $262.0K | 0.00% | +7,721+14.8% | Added |
| Advisor Group Holdings, Inc. | 58,515 | $257.0K | 0.00% | +17,747+43.5% | Added |
| Kestra Advisory Services, LLC | 57,205 | $251.0K | 0.00% | +12,834+28.9% | Added |
| Miller Investment Management, LP | 57,015 | $250.0K | 0.05% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 55,764 | $244.0K | 0.01% | −2,060−3.6% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 50,318 | $220.0K | 0.03% | 00.0% | Unchanged |
| Balasa Dinverno & Foltz LLC | 49,846 | $218.0K | 0.01% | +1,650+3.4% | Added |
| Wrapmanager Inc | 48,046 | $210.0K | 0.07% | +48,046 | New |
| Franklin Street Advisors Inc | 45,710 | $200.0K | 0.02% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 45,710 | $200.0K | 0.01% | 00.0% | Unchanged |
| HRT Financial LP | 44,325 | $194.0K | 0.00% | +44,325 | New |
| Two Sigma Securities, LLC | 43,709 | $191.0K | 0.03% | +43,709 | New |
| Citizens Business Bank | 43,000 | $188.0K | 0.03% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 42,154 | $185.0K | 0.01% | −352−0.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 42,043 | $184.0K | 0.05% | −24,057−36.4% | Reduced |
| Macquarie Group Ltd | 41,602 | $182.0K | 0.00% | +3,716+9.8% | Added |
| Personal Cfo Solutions, LLC | 40,096 | $176.0K | 0.04% | −1,988−4.7% | Reduced |
| OLIO Financial Planning | 39,038 | $171.0K | 0.10% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 39,019 | $170.0K | 0.00% | +28,742+279.7% | Added |
| Commonwealth Equity Services, LLC | 38,661 | $169.0K | 0.00% | +218+0.6% | Added |
| Cary Street Partner Investment Advisory LLC | 38,180 | $167.0K | 0.01% | +38,180 | New |
| Comerica Bank | 39,081 | $165.0K | 0.00% | −235−0.6% | Reduced |
| Oppenheimer Asset Management Inc. | 37,580 | $165.0K | 0.00% | −475−1.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 37,057 | $162.0K | 0.00% | +323+0.9% | Added |
| Ar Asset Management Inc | 36,691 | $161.0K | 0.05% | 00.0% | Unchanged |
| Veriti Management LLC | 36,424 | $160.0K | 0.02% | +5,138+16.4% | Added |
| Summit Global Investments | 35,242 | $154.0K | 0.01% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 35,337 | $154.0K | 0.01% | +35,337 | New |
| Cerity Partners LLC | 34,384 | $150.0K | 0.00% | +34,384 | New |