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 |
|---|---|---|---|---|---|
| Pathstone Family Office, LLC | 24,210 | $107.0K | 0.00% | +13,023+116.4% | Added |
| IFP Advisors, Inc | 11,512 | $110.0K | 0.00% | −6,563−36.3% | Reduced |
| Franklin Resources Inc | 25,126 | $110.0K | 0.00% | −4,379−14.8% | Reduced |
| Quadrant Capital Group LLC | 25,072 | $110.0K | 0.01% | −3,610−12.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 26,124 | $114.0K | 0.01% | −10,404−28.5% | Reduced |
| Evergreen Capital Management LLC | 26,870 | $119.0K | 0.01% | +3,325+14.1% | Added |
| Deutsche Bank AG | 29,001 | $127.0K | 0.00% | 00.0% | Unchanged |
| Claro Advisors LLC | 28,888 | $127.0K | 0.05% | +28,888 | New |
| Eqis Capital Management, Inc. | 29,453 | $129.0K | 0.01% | +29,453 | New |
| Ellevest, Inc. | 30,425 | $133.0K | 0.01% | +14,039+85.7% | Added |
| Atria Wealth Solutions, Inc. | 29,819 | $133.0K | 0.00% | +29,819 | New |
| Quantbot Technologies LP | 31,900 | $139.0K | 0.01% | −84,300−72.5% | Reduced |
| Yousif Capital Management, LLC | 32,375 | $142.0K | 0.00% | −235−0.7% | Reduced |
| Vident Investment Advisory, LLC | 32,631 | $143.0K | 0.00% | +32,631 | New |
| Ballentine Partners, LLC | 33,130 | $146.0K | 0.01% | +156+0.5% | Added |
| UBS Group AG | 33,192 | $146.0K | 0.00% | +15,370+86.2% | Added |
| Cerity Partners LLC | 34,384 | $150.0K | 0.00% | +34,384 | New |
| 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 |
| Veriti Management LLC | 36,424 | $160.0K | 0.02% | +5,138+16.4% | Added |
| Ar Asset Management Inc | 36,691 | $161.0K | 0.05% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 37,057 | $162.0K | 0.00% | +323+0.9% | Added |
| 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 |
| Cary Street Partner Investment Advisory LLC | 38,180 | $167.0K | 0.01% | +38,180 | New |
| Commonwealth Equity Services, LLC | 38,661 | $169.0K | 0.00% | +218+0.6% | Added |
| JPMorgan Chase & Co | 39,019 | $170.0K | 0.00% | +28,742+279.7% | Added |
| OLIO Financial Planning | 39,038 | $171.0K | 0.10% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 40,096 | $176.0K | 0.04% | −1,988−4.7% | Reduced |
| Macquarie Group Ltd | 41,602 | $182.0K | 0.00% | +3,716+9.8% | Added |
| Campbell & CO Investment Adviser LLC | 42,043 | $184.0K | 0.05% | −24,057−36.4% | Reduced |
| Corient Capital Partners, LLC | 42,154 | $185.0K | 0.01% | −352−0.8% | Reduced |
| Citizens Business Bank | 43,000 | $188.0K | 0.03% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 43,709 | $191.0K | 0.03% | +43,709 | New |
| HRT Financial LP | 44,325 | $194.0K | 0.00% | +44,325 | 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 |
| Wrapmanager Inc | 48,046 | $210.0K | 0.07% | +48,046 | New |
| Balasa Dinverno & Foltz LLC | 49,846 | $218.0K | 0.01% | +1,650+3.4% | Added |
| Dixon Hubard Feinour & Brown Inc | 50,318 | $220.0K | 0.03% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 55,764 | $244.0K | 0.01% | −2,060−3.6% | Reduced |
| Miller Investment Management, LP | 57,015 | $250.0K | 0.05% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 57,205 | $251.0K | 0.00% | +12,834+28.9% | Added |
| Advisor Group Holdings, Inc. | 58,515 | $257.0K | 0.00% | +17,747+43.5% | Added |
| Bank of New York Mellon Corp | 59,760 | $262.0K | 0.00% | +7,721+14.8% | Added |
| Capital Asset Advisory Services LLC | 58,983 | $264.0K | 0.03% | +58,983 | New |
| Wade G W & Inc | 62,063 | $272.0K | 0.01% | +10,042+19.3% | Added |
| True North Advisors, LLC | 62,500 | $273.0K | 0.09% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 65,017 | $285.0K | 0.02% | −1,744−2.6% | 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 |
| Bank of Montreal | 58,030 | $307.0K | 0.00% | −6,852−10.6% | Reduced |
| HighTower Advisors, LLC | 70,013 | $308.0K | 0.00% | −195,508−73.6% | Reduced |
| Institute for Wealth Management, LLC. | 71,239 | $312.0K | 0.06% | −280.0% | Reduced |
| SG Americas Securities, LLC | 80,988 | $355.0K | 0.00% | +4,392+5.7% | Added |
| Advisor Partners LLC | 81,268 | $356.0K | 0.03% | −16,440−16.8% | Reduced |
| Eagle Asset Management Inc | 81,734 | $357.0K | 0.00% | −5,658−6.5% | Reduced |
| Highland Capital Management, LLC | 86,093 | $377.0K | 0.03% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 87,276 | $383.0K | 0.01% | +1,191+1.4% | Added |
| Mercer Global Advisors Inc | 91,319 | $400.0K | 0.00% | −8,023−8.1% | Reduced |
| JustInvest LLC | 94,273 | $413.0K | 0.02% | +31,844+51.0% | Added |
| Signaturefd, LLC | 94,826 | $415.0K | 0.01% | −1,122−1.2% | Reduced |
| Schechter Investment Advisors, LLC | 100,351 | $439.0K | 0.04% | −3,199−3.1% | Reduced |
| Millennium Management LLC | 103,910 | $455.0K | 0.00% | +103,910 | New |
| Ameriprise Financial Inc | 113,140 | $495.0K | 0.00% | −13,801−10.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 114,620 | $502.0K | 0.01% | −1,164−1.0% | Reduced |
| Virtu Financial LLC | 116,475 | $510.0K | 0.04% | +98,903+562.8% | Added |
| National Bank of Canada | 120,038 | $525.0K | 0.00% | +1,458+1.2% | Added |
| FMR LLC | 120,210 | $527.0K | 0.00% | +21,035+21.2% | Added |
| Altium Wealth Management LLC | 122,379 | $536.0K | 0.04% | −10.0% | Reduced |
| Russell Investments Group, Ltd. | 122,947 | $538.0K | 0.00% | +122,947 | New |
| Crossmark Global Holdings, Inc. | 125,947 | $552.0K | 0.01% | +2,698+2.2% | Added |
| 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 |
| Cordatus Wealth Management LLC | 127,293 | $558.0K | 0.26% | +127,293 | New |
| Prospera Financial Services Inc | 134,852 | $591.0K | 0.03% | +134,852 | New |
| Truist Financial Corp | 140,296 | $615.0K | 0.00% | −5,148−3.5% | Reduced |
| Hantz Financial Services, Inc. | 144,955 | $635.0K | 0.02% | +6,294+4.5% | Added |
| First Hawaiian Bank | 147,363 | $646.0K | 0.02% | 00.0% | Unchanged |
| LPL Financial LLC | 152,440 | $668.0K | 0.00% | −61,298−28.7% | Reduced |
| Ethic Inc. | 159,152 | $697.0K | 0.05% | −18,430−10.4% | Reduced |
| Greenleaf Trust | 159,442 | $698.0K | 0.01% | +2,620+1.7% | Added |
| Group One Trading, L.P. | 187,056 | $819.0K | 0.02% | +30,800+19.7% | Added |
| Wetherby Asset Management Inc | 190,124 | $833.0K | 0.06% | +62,458+48.9% | Added |
| Heritage Trust Co | 193,267 | $847.0K | 0.14% | +121,373+168.8% | Added |
| Natixis Advisors, L.P. | 229,250 | $1.00M | 0.00% | +48,714+27.0% | 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 |
| Royal Bank of Canada | 243,621 | $1.07M | 0.00% | +8,569+3.6% | Added |
| Voloridge Investment Management, LLC | 264,858 | $1.16M | 0.01% | +264,858 | New |
| Bank of America Corp | 275,780 | $1.21M | 0.00% | −4,021−1.4% | Reduced |
| Two Sigma Advisers, LP | 353,300 | $1.55M | 0.00% | +171,300+94.1% | Added |
| US Bancorp | 367,634 | $1.61M | 0.00% | +21,001+6.1% | Added |
| Wells Fargo & Company | 438,528 | $1.92M | 0.00% | −7,612−1.7% | Reduced |
| SEI Investments Co | 493,874 | $2.16M | 0.00% | +1,479+0.3% | Added |
| Stifel Financial Corp | 533,793 | $2.34M | 0.00% | −10,071−1.9% | Reduced |
| American Century Companies Inc | 570,361 | $2.50M | 0.00% | +139,058+32.2% | Added |
| Todd Asset Management LLC | 577,900 | $2.53M | 0.07% | −3,400−0.6% | Reduced |
| The PNC Financial Services Group, Inc. | 659,038 | $2.89M | 0.00% | +738+0.1% | Added |
| Dorsey Wright & Associates | 675,391 | $2.96M | 0.87% | −91,601−11.9% | Reduced |