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, Q3 2022
Institutional positions in Aegon Ltd. as of Sep 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
- 215
- +5 vs. Q2 2022
- Shares held
- 200.2M
- −805.8K (−0.4%) vs. Q2 2022
- Total value
- $792.7M
- −$87.9M (−10.0%) vs. Q2 2022
- New holders
- 30
- 77 more added
- Sold out
- 25
- 64 more reduced
6 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Aegon Ltd.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dodge & Cox | 128,828,797 | $510.2M | 0.39% | +1,091,805+0.9% | Added |
| Wellington Management Group LLP | 16,107,065 | $63.8M | 0.01% | −5,583,017−25.7% | Reduced |
| Morgan Stanley | 6,303,251 | $25.0M | 0.00% | −294,765−4.5% | Reduced |
| BlackRock Inc. | 5,503,613 | $21.8M | 0.00% | +697,389+14.5% | Added |
| Private Management Group Inc | 5,324,003 | $21.1M | 0.98% | −16,084−0.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 5,219,814 | $20.7M | 0.03% | +3,190,248+157.2% | Added |
| Raymond James & Associates | 4,353,473 | $17.2M | 0.02% | +64,129+1.5% | Added |
| Goldman Sachs Group Inc | 4,082,402 | $16.2M | 0.00% | +93,756+2.4% | Added |
| Dimensional Fund Advisors LP | 4,036,553 | $16.0M | 0.01% | +216,728+5.7% | Added |
| Grace & White Inc | 1,907,610 | $7.55M | 1.63% | +86,697+4.8% | Added |
| Brandes Investment Partners, LP | 1,350,844 | $5.35M | 0.14% | −207,584−13.3% | Reduced |
| Citadel Advisors LLC | 1,241,744 | $4.92M | 0.01% | −89,371−6.7% | Reduced |
| Optiver Holding B.V. | 1,121,512 | $4.44M | 0.00% | +1,121,512 | New |
| Envestnet Asset Management Inc | 827,437 | $3.27M | 0.00% | −566,218−40.6% | Reduced |
| Northern Trust Corp | 776,153 | $3.07M | 0.00% | +28,684+3.8% | Added |
| CIBC World Markets Inc. | 746,082 | $2.95M | 0.01% | −114,117−13.3% | Reduced |
| American Century Companies Inc | 670,733 | $2.66M | 0.00% | +100,372+17.6% | Added |
| Todd Asset Management LLC | 664,100 | $2.63M | 0.07% | +86,200+14.9% | Added |
| Teachers Retirement System of the State of Kentucky | 664,100 | $2.63M | 0.03% | +664,100 | New |
| The PNC Financial Services Group, Inc. | 654,616 | $2.59M | 0.00% | −4,422−0.7% | Reduced |
| Stifel Financial Corp | 541,207 | $2.14M | 0.00% | +7,414+1.4% | Added |
| SEI Investments Co | 494,916 | $1.96M | 0.00% | +1,042+0.2% | Added |
| Wells Fargo & Company | 442,499 | $1.75M | 0.00% | +3,971+0.9% | Added |
| US Bancorp | 374,153 | $1.48M | 0.00% | +6,519+1.8% | Added |
| Bank of America Corp | 316,419 | $1.25M | 0.00% | +40,639+14.7% | Added |
| Ameriprise Financial Inc | 258,770 | $1.02M | 0.00% | +145,630+128.7% | Added |
| Old Mission Capital LLC | 253,453 | $1.00M | 0.04% | +253,453 | New |
| Royal Bank of Canada | 244,068 | $966.0K | 0.00% | +447+0.2% | Added |
| Natixis Advisors, L.P. | 238,598 | $945.0K | 0.00% | +9,348+4.1% | Added |
| FMR LLC | 179,206 | $709.0K | 0.00% | +58,996+49.1% | Added |
| Greenleaf Trust | 167,493 | $663.0K | 0.01% | +8,051+5.0% | Added |
| Wetherby Asset Management Inc | 163,651 | $648.0K | 0.05% | −26,473−13.9% | Reduced |
| LPL Financial LLC | 157,713 | $625.0K | 0.00% | +5,273+3.5% | Added |
| Hantz Financial Services, Inc. | 147,474 | $584.0K | 0.02% | +2,519+1.7% | Added |
| First Hawaiian Bank | 145,958 | $578.0K | 0.02% | −1,405−1.0% | Reduced |
| Truist Financial Corp | 138,811 | $550.0K | 0.00% | −1,485−1.1% | Reduced |
| Voloridge Investment Management, LLC | 128,992 | $511.0K | 0.00% | −135,866−51.3% | Reduced |
| Crossmark Global Holdings, Inc. | 127,497 | $505.0K | 0.01% | +1,550+1.2% | Added |
| Two Sigma Advisers, LP | 126,607 | $501.0K | 0.00% | −226,693−64.2% | Reduced |
| Marathon Capital Management | 126,025 | $499.0K | 0.14% | −461−0.4% | Reduced |
| Russell Investments Group, Ltd. | 125,874 | $498.0K | 0.00% | +2,927+2.4% | Added |
| Ethic Inc. | 125,462 | $497.0K | 0.03% | −33,690−21.2% | Reduced |
| Legacy Wealth Asset Management, LLC | 122,137 | $484.0K | 0.21% | +122,137 | New |
| National Bank of Canada | 121,514 | $475.0K | 0.00% | +1,476+1.2% | Added |
| O'Shaughnessy Asset Management, LLC | 114,790 | $455.0K | 0.01% | +170+0.1% | Added |
| Mercer Global Advisors Inc | 111,679 | $442.0K | 0.00% | +20,360+22.3% | Added |
| Simplex Trading, LLC | 107,482 | $425.0K | 0.02% | +107,482 | New |
| Schechter Investment Advisors, LLC | 106,474 | $420.0K | 0.04% | +6,123+6.1% | Added |
| Cubist Systematic Strategies, LLC | 101,084 | $400.0K | 0.00% | −139,496−58.0% | Reduced |
| Mariner, LLC | 99,910 | $396.0K | 0.00% | +99,910 | New |
| Signaturefd, LLC | 97,497 | $386.0K | 0.01% | +2,671+2.8% | Added |
| HRT Financial LP | 94,579 | $374.0K | 0.00% | +50,254+113.4% | Added |
| TownSquare Capital, LLC | 93,759 | $372.0K | 0.01% | +6,483+7.4% | Added |
| Advisor Partners II, LLC | 91,621 | $363.0K | 0.03% | +91,621 | New |
| Creative Planning | 89,271 | $354.0K | 0.00% | +21,370+31.5% | Added |
| HighTower Advisors, LLC | 86,725 | $344.0K | 0.00% | +16,712+23.9% | Added |
| Eagle Asset Management Inc | 81,520 | $322.0K | 0.00% | −214−0.3% | Reduced |
| Jane Street Group, LLC | 80,765 | $320.0K | 0.00% | −159,772−66.4% | Reduced |
| Bank of Montreal | 68,460 | $319.0K | 0.00% | +10,430+18.0% | Added |
| SG Americas Securities, LLC | 76,596 | $303.0K | 0.00% | −4,392−5.4% | Reduced |
| Highland Capital Management, LLC | 75,180 | $298.0K | 0.02% | −10,913−12.7% | Reduced |
| Wipfli Financial Advisors LLC, | 72,069 | $285.0K | 0.02% | +72,069 | New |
| JustInvest LLC | 68,966 | $273.0K | 0.01% | −25,307−26.8% | Reduced |
| Kestra Advisory Services, LLC | 65,506 | $259.0K | 0.00% | +8,301+14.5% | Added |
| Ritholtz Wealth Management | 64,565 | $256.0K | 0.01% | −452−0.7% | Reduced |
| Wade G W & Inc | 62,889 | $249.0K | 0.01% | +826+1.3% | Added |
| True North Advisors, LLC | 62,500 | $247.0K | 0.08% | 00.0% | Unchanged |
| Virtu Financial LLC | 61,287 | $243.0K | 0.02% | −55,188−47.4% | Reduced |
| Miller Investment Management, LP | 57,015 | $226.0K | 0.05% | 00.0% | Unchanged |
| Millennium Management LLC | 53,076 | $210.0K | 0.00% | −50,834−48.9% | Reduced |
| Veriti Management LLC | 52,562 | $208.0K | 0.03% | +16,138+44.3% | Added |
| Advisor Group Holdings, Inc. | 52,482 | $207.0K | 0.00% | −6,033−10.3% | Reduced |
| Balasa Dinverno & Foltz LLC | 49,169 | $195.0K | 0.01% | −677−1.4% | Reduced |
| Corient Capital Partners, LLC | 42,154 | $185.0K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 46,853 | $185.0K | 0.00% | +13,661+41.2% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 45,710 | $181.0K | 0.01% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 45,710 | $181.0K | 0.02% | 00.0% | Unchanged |
| Wealth Architects, LLC | 43,914 | $174.0K | 0.04% | +43,914 | New |
| Vestmark Advisory Solutions, Inc. | 43,733 | $173.0K | 0.01% | −12,031−21.6% | Reduced |
| Commonwealth Equity Services, LLC | 42,465 | $168.0K | 0.00% | +3,804+9.8% | Added |
| Comerica Bank | 39,386 | $168.0K | 0.00% | +305+0.8% | Added |
| Bank of New York Mellon Corp | 41,736 | $165.0K | 0.00% | −18,024−30.2% | Reduced |
| Evergreen Capital Management LLC | 41,262 | $163.0K | 0.01% | +14,392+53.6% | Added |
| Personal Cfo Solutions, LLC | 40,860 | $162.0K | 0.04% | +764+1.9% | Added |
| Cary Street Partner Investment Advisory LLC | 40,466 | $160.0K | 0.01% | +2,286+6.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 38,779 | $154.0K | 0.00% | +1,722+4.6% | Added |
| IFP Advisors, Inc | 16,341 | $153.0K | 0.00% | +4,829+41.9% | Added |
| Oppenheimer Asset Management Inc. | 38,373 | $152.0K | 0.00% | +793+2.1% | Added |
| Eqis Capital Management, Inc. | 37,892 | $150.1K | 0.02% | +8,439+28.7% | Added |
| Wrapmanager Inc | 37,068 | $147.0K | 0.05% | −10,978−22.8% | Reduced |
| Ar Asset Management Inc | 36,691 | $145.0K | 0.04% | 00.0% | Unchanged |
| Vanguard Group Inc | 36,455 | $144.0K | 0.00% | −89,940−71.2% | Reduced |
| Cerity Partners LLC | 35,634 | $141.0K | 0.00% | +1,250+3.6% | Added |
| Stock Yards Bank & Trust Co | 35,337 | $140.0K | 0.01% | 00.0% | Unchanged |
| Summit Global Investments | 35,242 | $140.0K | 0.01% | 00.0% | Unchanged |
| Macquarie Group Ltd | 34,515 | $137.0K | 0.00% | −7,087−17.0% | Reduced |
| Ballentine Partners, LLC | 34,582 | $137.0K | 0.00% | +1,452+4.4% | Added |
| Pathstone Family Office, LLC | 31,926 | $130.8K | 0.00% | +7,716+31.9% | Added |
| Yousif Capital Management, LLC | 32,375 | $128.0K | 0.00% | 00.0% | Unchanged |
| Claro Advisors LLC | 28,888 | $127.0K | 0.05% | 00.0% | Unchanged |