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 |
|---|---|---|---|---|---|
| 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 |
| Vident Investment Advisory, LLC | 32,631 | $143.0K | 0.00% | +32,631 | New |
| Yousif Capital Management, LLC | 32,375 | $142.0K | 0.00% | −235−0.7% | Reduced |
| Quantbot Technologies LP | 31,900 | $139.0K | 0.01% | −84,300−72.5% | Reduced |
| 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 |
| Eqis Capital Management, Inc. | 29,453 | $129.0K | 0.01% | +29,453 | New |
| Deutsche Bank AG | 29,001 | $127.0K | 0.00% | 00.0% | Unchanged |
| Claro Advisors LLC | 28,888 | $127.0K | 0.05% | +28,888 | New |
| Evergreen Capital Management LLC | 26,870 | $119.0K | 0.01% | +3,325+14.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 26,124 | $114.0K | 0.01% | −10,404−28.5% | Reduced |
| 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 |
| Pathstone Family Office, LLC | 24,210 | $107.0K | 0.00% | +13,023+116.4% | Added |
| Lake Street Advisors Group, LLC | 23,016 | $101.0K | 0.01% | −1,503−6.1% | Reduced |
| Aigen Investment Management, LP | 22,495 | $99.0K | 0.02% | +22,495 | New |
| Sage Rhino Capital LLC | 21,905 | $96.0K | 0.04% | −566−2.5% | Reduced |
| Brinker Capital Investments, LLC | 21,459 | $94.0K | 0.00% | +6,017+39.0% | Added |
| CAPROCK Group, Inc. | 20,642 | $92.0K | 0.01% | +517+2.6% | Added |
| AE Wealth Management LLC | 20,675 | $91.0K | 0.00% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 20,253 | $89.0K | 0.04% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 19,511 | $85.0K | 0.03% | −245−1.2% | Reduced |
| Sequoia Financial Advisors, LLC | 18,857 | $83.0K | 0.00% | +117+0.6% | Added |
| Henry James International Management, Inc. | 18,578 | $81.0K | 0.04% | +18,578 | New |
| 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 |
| Glenmede Trust Co NA | 17,955 | $78.0K | 0.00% | +4,655+35.0% | 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 |
| CPWM, LLC | 17,297 | $76.0K | 0.01% | +1,288+8.0% | Added |
| Spire Wealth Management | 17,018 | $75.0K | 0.00% | −8,437−33.1% | Reduced |
| Blueshift Asset Management, LLC | 17,005 | $74.0K | 0.01% | +17,005 | New |
| Vista Wealth Management Group, LLC | 17,891 | $73.0K | 0.01% | +1,303+7.9% | Added |
| Caldwell Trust Co | 16,485 | $72.2K | 0.01% | +16,485 | New |
| Burns Matteson Capital Management, LLC | 16,394 | $71.8K | 0.05% | +371+2.3% | Added |
| Engineers Gate Manager LP | 16,263 | $71.0K | 0.00% | −87,603−84.3% | Reduced |
| 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 |
| EverSource Wealth Advisors, LLC | 15,706 | $68.0K | 0.02% | +14,453+1,153.5% | Added |
| Quantinno Capital Management LP | 15,164 | $66.0K | 0.01% | +15,164 | New |
| StoneX Group Inc. | 14,719 | $64.5K | 0.01% | +14,719 | New |
| Cetera Investment Advisers | 14,499 | $64.0K | 0.00% | −1,033−6.7% | Reduced |
| FourThought Financial, LLC | 14,062 | $62.0K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 14,057 | $61.0K | 0.00% | +2,010+16.7% | Added |
| 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 |
| State Street Corp | 13,095 | $59.0K | 0.00% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 13,266 | $58.0K | 0.06% | −2,676−16.8% | Reduced |
| 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 |
| Buckingham Strategic Wealth, LLC | 11,841 | $52.0K | 0.00% | +11,841 | New |
| Moreno Evelyn V | 11,691 | $51.0K | 0.01% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 11,343 | $50.0K | 0.00% | −17,276−60.4% | Reduced |
| Raymond James Trust N.A. | 11,049 | $48.0K | 0.00% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 10,678 | $47.0K | 0.01% | +10,678 | New |
| Northwestern Mutual Wealth Management Co | 10,346 | $46.0K | 0.00% | −617−5.6% | Reduced |
| JFS Wealth Advisors, LLC | 9,298 | $41.0K | 0.00% | +76+0.8% | Added |
| Ronald Blue Trust, Inc. | 7,180 | $38.0K | 0.00% | +7,180 | New |
| Federation des caisses Desjardins du Quebec | 7,730 | $33.9K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 7,155 | $32.0K | 0.00% | +1,924+36.8% | Added |
| Tradition Wealth Management, LLC | 6,706 | $29.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| SeaCrest Wealth Management, LLC | 5,164 | $23.0K | 0.00% | +5,164 | New |
| Bartlett & Co. Wealth Management LLC | 5,000 | $22.4K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 5,000 | $22.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 4,772 | $21.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Glassman Wealth Services | 2,596 | $11.0K | 0.00% | +360+16.1% | Added |
| 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 |
| Bessemer Group Inc | 1,887 | $8.00K | 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 |
| CIBC Private Wealth Group, LLC | 1,055 | $5.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 970 | $4.00K | 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 |
| American Portfolios Advisors | 632 | $2.77K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 516 | $2.26K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |