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 |
|---|---|---|---|---|---|
| Vident Investment Advisory, LLC | 47,516 | $0 | 0.00% | +14,885+45.6% | Added |
| Cetera Investment Advisers | 29,804 | $0 | 0.00% | +15,305+105.6% | Added |
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 112 | $0 | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 8 | $0 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 72 | $0 | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis 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 |
| Pacific Center for Financial Services | 36 | $0 | 0.00% | +36 | New |
| Anchor Investment Management, LLC | 184 | $729 | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 354 | $1.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 378 | $1.00K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 190 | $1.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 310 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 292 | $1.00K | 0.00% | −196−40.2% | Reduced |
| Schubert & Co | 278 | $1.00K | 0.00% | +70+33.7% | Added |
| Hexagon Capital Partners LLC | 378 | $1.00K | 0.00% | +365+2,807.7% | Added |
| University of Texas/Texas Am Investment Managment Co | 136 | $1.00K | 0.00% | +136 | New |
| Almanack Investment Partners, LLC. | 128 | $1.00K | 0.00% | +128 | New |
| JTC Employer Solutions Trusteee Ltd | 333 | $1.00K | 0.00% | +333 | New |
| Absolute Capital Management, LLC | 385 | $1.54K | 0.00% | +385 | New |
| Global Retirement Partners, LLC | 533 | $2.00K | 0.00% | −151−22.1% | Reduced |
| CWM, LLC | 504 | $2.00K | 0.00% | +227+81.9% | Added |
| Atlantic Trust, LLC | 628 | $2.00K | 0.00% | +628 | New |
| Kelly Financial Services LLC | 539 | $2.13K | 0.00% | +23+4.5% | Added |
| American Portfolios Advisors | 644 | $2.54K | 0.00% | +12+1.9% | Added |
| Pinnacle Bancorp, Inc. | 728 | $3.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 731 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 766 | $3.00K | 0.00% | +287+59.9% | Added |
| Central Trust Co | 750 | $3.00K | 0.00% | +750 | New |
| North Star Investment Management Corp. | 970 | $4.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,446 | $6.00K | 0.00% | −204−12.4% | Reduced |
| Arlington Partners LLC | 1,485 | $6.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,790 | $7.00K | 0.00% | +210+13.3% | Added |
| Zions Bancorporation, N.A. | 1,753 | $7.00K | 0.00% | +73+4.3% | Added |
| Allworth Financial LP | 2,016 | $8.00K | 0.00% | −120−5.6% | Reduced |
| Tyler-Stone Wealth Management | 1,994 | $8.00K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,380 | $9.00K | 0.00% | −3,205−57.4% | Reduced |
| Glassman Wealth Services | 2,396 | $9.00K | 0.00% | −200−7.7% | Reduced |
| Bessemer Group Inc | 2,695 | $10.0K | 0.00% | +808+42.8% | Added |
| Tower Research Capital LLC (TRC) | 2,896 | $11.0K | 0.00% | +2,896 | New |
| EverSource Wealth Advisors, LLC | 3,178 | $12.0K | 0.00% | −12,528−79.8% | Reduced |
| Citigroup Inc | 3,773 | $15.0K | 0.00% | −57−1.5% | Reduced |
| Whittier Trust Co | 4,772 | $19.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 5,000 | $19.8K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 5,121 | $20.0K | 0.00% | −181,935−97.3% | Reduced |
| Bartlett & Co. LLC | 5,000 | $20.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 5,870 | $23.0K | 0.00% | −11,148−65.5% | Reduced |
| CKW Financial Group | 5,900 | $23.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 6,000 | $24.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 6,620 | $26.2K | 0.00% | +6,620 | New |
| Tradition Wealth Management, LLC | 6,706 | $27.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 7,730 | $30.6K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 8,658 | $34.0K | 0.00% | +8,658 | New |
| JFS Wealth Advisors, LLC | 9,669 | $38.0K | 0.00% | +371+4.0% | Added |
| Fruth Investment Management | 10,000 | $39.0K | 0.01% | 00.0% | Unchanged |
| Five Oceans Advisors | 10,107 | $40.0K | 0.03% | +10,107 | New |
| Captrust Financial Advisors | 10,409 | $41.0K | 0.00% | +3,254+45.5% | Added |
| DGS Capital Management, LLC | 11,007 | $43.6K | 0.03% | −7,270−39.8% | Reduced |
| Raymond James Trust N.A. | 11,049 | $44.0K | 0.00% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 11,000 | $44.0K | 0.00% | +11,000 | New |
| We Are One Seven, LLC | 11,548 | $45.0K | 0.00% | −2,058−15.1% | Reduced |
| Verus Capital Partners, LLC | 11,250 | $45.0K | 0.01% | +11,250 | New |
| Buckingham Strategic Wealth, LLC | 11,741 | $46.0K | 0.00% | −100−0.8% | Reduced |
| Moreno Evelyn V | 11,691 | $46.0K | 0.02% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 11,738 | $46.0K | 0.00% | +11,738 | New |
| Vanguard Capital Wealth Advisors | 11,951 | $47.0K | 0.06% | −1,863−13.5% | Reduced |
| Ronald Blue Trust, Inc. | 10,716 | $47.0K | 0.00% | +3,536+49.2% | Added |
| Baker Tilly Wealth Management, LLC | 12,488 | $49.0K | 0.01% | +1,810+17.0% | Added |
| Sequoia Financial Advisors, LLC | 12,807 | $51.0K | 0.00% | −6,050−32.1% | Reduced |
| State Street Corp | 13,095 | $52.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 13,458 | $53.0K | 0.01% | −604−4.3% | Reduced |
| JPMorgan Chase & Co | 13,989 | $54.0K | 0.00% | −25,030−64.1% | Reduced |
| Bokf, NA | 13,584 | $54.0K | 0.00% | −473−3.4% | Reduced |
| Lindbrook Capital, LLC | 13,620 | $54.0K | 0.01% | +1,564+13.0% | Added |
| Northwestern Mutual Wealth Management Co | 14,450 | $57.0K | 0.00% | +4,104+39.7% | Added |
| CPWM, LLC | 15,049 | $60.0K | 0.01% | −2,248−13.0% | Reduced |
| Ellevest, Inc. | 15,782 | $62.0K | 0.01% | −14,643−48.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 15,634 | $62.0K | 0.01% | −72−0.5% | Reduced |
| Parallel Advisors, LLC | 15,543 | $62.0K | 0.00% | +1,788+13.0% | Added |
| Forum Financial Management, LP | 16,019 | $63.0K | 0.00% | +284+1.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 16,126 | $64.0K | 0.00% | −9,998−38.3% | Reduced |
| Vista Wealth Management Group, LLC | 14,922 | $64.0K | 0.01% | −2,969−16.6% | Reduced |
| Mutual Advisors, LLC | 16,207 | $64.0K | 0.00% | +475+3.0% | Added |
| Burns Matteson Capital Management, LLC | 16,394 | $64.9K | 0.05% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 17,264 | $68.0K | 0.00% | −50,533−74.5% | Reduced |
| Private Advisor Group, LLC | 17,538 | $69.0K | 0.00% | −791−4.3% | Reduced |
| Clarius Group, LLC | 17,454 | $69.0K | 0.01% | −87−0.5% | Reduced |
| Veracity Capital LLC | 17,367 | $69.0K | 0.04% | −303−1.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 17,449 | $69.0K | 0.01% | +17,449 | New |
| Nelson Capital Management, LLC | 18,211 | $72.0K | 0.02% | 00.0% | Unchanged |
| Henry James International Management, Inc. | 18,574 | $74.0K | 0.04% | −40.0% | Reduced |
| Glenmede Trust Co NA | 19,206 | $76.0K | 0.00% | +1,251+7.0% | Added |
| Contravisory Investment Management, Inc. | 19,511 | $77.0K | 0.03% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 20,125 | $80.0K | 0.01% | −517−2.5% | Reduced |
| DeDora Capital, Inc. | 20,253 | $80.0K | 0.04% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 20,816 | $82.0K | 0.00% | −643−3.0% | Reduced |
| AE Wealth Management LLC | 20,675 | $82.0K | 0.00% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 20,921 | $83.0K | 0.03% | −984−4.5% | Reduced |