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 |
|---|---|---|---|---|---|
| AdvisorNet Financial, Inc | 72 | $0 | 0.00% | −247−77.4% | Reduced |
| Valley National Advisers Inc | 112 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 8 | $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 |
| Steward Financial Group LLC | 44 | $0 | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 98 | $0 | 0.00% | +98 | New |
| Adirondack Trust Co | 22 | $0 | 0.00% | +22 | New |
| Hexagon Capital Partners LLC | 13 | $0 | 0.00% | +13 | New |
| Anchor Investment Management, LLC | 184 | $806 | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 488 | $1.00K | 0.00% | −26,174−98.2% | Reduced |
| Column Capital Advisors, LLC | 310 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 276 | $1.00K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 190 | $1.00K | 0.00% | +190 | New |
| CWM, LLC | 277 | $1.00K | 0.00% | +277 | New |
| Schubert & Co | 208 | $1.00K | 0.00% | +208 | New |
| 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 |
| Bell Investment Advisors, Inc | 479 | $2.00K | 0.00% | +479 | New |
| Kelly Financial Services LLC | 516 | $2.26K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 632 | $2.77K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 728 | $3.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 684 | $3.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 731 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 628 | $3.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 970 | $4.00K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,055 | $5.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,650 | $7.00K | 0.00% | −3,514−68.0% | Reduced |
| Zions Bancorporation, N.A. | 1,680 | $7.00K | 0.00% | −448−21.1% | Reduced |
| Fifth Third Bancorp | 1,580 | $7.00K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 1,485 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,887 | $8.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,994 | $9.00K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 2,136 | $9.00K | 0.00% | +1,255+142.5% | Added |
| Glassman Wealth Services | 2,596 | $11.0K | 0.00% | +360+16.1% | Added |
| Fieldpoint Private Securities, LLC | 3,839 | $17.0K | 0.00% | −6,320−62.2% | Reduced |
| Citigroup Inc | 3,830 | $17.0K | 0.00% | +59+1.6% | Added |
| Whittier Trust Co | 4,772 | $21.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 5,000 | $22.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 5,000 | $22.4K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 5,164 | $23.0K | 0.00% | +5,164 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,585 | $24.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 5,397 | $24.0K | 0.00% | +5,397 | New |
| Sandy Spring Bank | 6,000 | $26.0K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 5,900 | $26.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 5,900 | $26.0K | 0.01% | +5,900 | New |
| Tradition Wealth Management, LLC | 6,706 | $29.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 7,155 | $32.0K | 0.00% | +1,924+36.8% | Added |
| Federation des caisses Desjardins du Quebec | 7,730 | $33.9K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 7,180 | $38.0K | 0.00% | +7,180 | New |
| JFS Wealth Advisors, LLC | 9,298 | $41.0K | 0.00% | +76+0.8% | Added |
| Northwestern Mutual Wealth Management Co | 10,346 | $46.0K | 0.00% | −617−5.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 10,678 | $47.0K | 0.01% | +10,678 | New |
| Raymond James Trust N.A. | 11,049 | $48.0K | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 11,343 | $50.0K | 0.00% | −17,276−60.4% | Reduced |
| Moreno Evelyn V | 11,691 | $51.0K | 0.01% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 11,841 | $52.0K | 0.00% | +11,841 | New |
| Lindbrook Capital, LLC | 12,056 | $53.0K | 0.01% | +725+6.4% | Added |
| Fruth Investment Management | 10,000 | $53.0K | 0.01% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 13,266 | $58.0K | 0.06% | −2,676−16.8% | Reduced |
| State Street Corp | 13,095 | $59.0K | 0.00% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 13,814 | $60.0K | 0.07% | −605−4.2% | Reduced |
| We Are One Seven, LLC | 13,606 | $60.0K | 0.01% | −597−4.2% | Reduced |
| Parallel Advisors, LLC | 13,755 | $60.0K | 0.00% | +2,067+17.7% | Added |
| Bokf, NA | 14,057 | $61.0K | 0.00% | +2,010+16.7% | Added |
| FourThought Financial, LLC | 14,062 | $62.0K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 14,499 | $64.0K | 0.00% | −1,033−6.7% | Reduced |
| StoneX Group Inc. | 14,719 | $64.5K | 0.01% | +14,719 | New |
| Quantinno Capital Management LP | 15,164 | $66.0K | 0.01% | +15,164 | New |
| EverSource Wealth Advisors, LLC | 15,706 | $68.0K | 0.02% | +14,453+1,153.5% | Added |
| ExodusPoint Capital Management, LP | 15,738 | $69.0K | 0.00% | −14,369−47.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 15,706 | $69.0K | 0.01% | 00.0% | Unchanged |
| Forum Financial Management, LP | 15,735 | $69.0K | 0.00% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 15,732 | $69.0K | 0.00% | +268+1.7% | Added |
| Engineers Gate Manager LP | 16,263 | $71.0K | 0.00% | −87,603−84.3% | Reduced |
| Burns Matteson Capital Management, LLC | 16,394 | $71.8K | 0.05% | +371+2.3% | Added |
| Caldwell Trust Co | 16,485 | $72.2K | 0.01% | +16,485 | New |
| Vista Wealth Management Group, LLC | 17,891 | $73.0K | 0.01% | +1,303+7.9% | Added |
| Blueshift Asset Management, LLC | 17,005 | $74.0K | 0.01% | +17,005 | New |
| Spire Wealth Management | 17,018 | $75.0K | 0.00% | −8,437−33.1% | Reduced |
| CPWM, LLC | 17,297 | $76.0K | 0.01% | +1,288+8.0% | Added |
| Veracity Capital LLC | 17,670 | $77.0K | 0.04% | −629−3.4% | Reduced |
| Clarius Group, LLC | 17,541 | $77.0K | 0.01% | −1,325−7.0% | Reduced |
| Glenmede Trust Co NA | 17,955 | $78.0K | 0.00% | +4,655+35.0% | Added |
| Nelson Capital Management, LLC | 18,211 | $80.0K | 0.02% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 18,329 | $80.0K | 0.00% | +296+1.6% | Added |
| DGS Capital Management, LLC | 18,277 | $80.0K | 0.06% | +5,011+37.8% | Added |
| Henry James International Management, Inc. | 18,578 | $81.0K | 0.04% | +18,578 | New |
| Sequoia Financial Advisors, LLC | 18,857 | $83.0K | 0.00% | +117+0.6% | Added |
| Contravisory Investment Management, Inc. | 19,511 | $85.0K | 0.03% | −245−1.2% | Reduced |
| DeDora Capital, Inc. | 20,253 | $89.0K | 0.04% | 00.0% | Unchanged |
| AE Wealth Management LLC | 20,675 | $91.0K | 0.00% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 20,642 | $92.0K | 0.01% | +517+2.6% | Added |
| Brinker Capital Investments, LLC | 21,459 | $94.0K | 0.00% | +6,017+39.0% | Added |
| Sage Rhino Capital LLC | 21,905 | $96.0K | 0.04% | −566−2.5% | Reduced |
| Aigen Investment Management, LP | 22,495 | $99.0K | 0.02% | +22,495 | New |
| Lake Street Advisors Group, LLC | 23,016 | $101.0K | 0.01% | −1,503−6.1% | Reduced |