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 |
|---|---|---|---|---|---|
| Quantinno Capital Management LP | 21,564 | $85.0K | 0.01% | +6,400+42.2% | Added |
| Oppenheimer & Co Inc | 21,546 | $86.0K | 0.00% | +21,546 | New |
| Janney Montgomery Scott LLC | 22,034 | $87.0K | 0.00% | +22,034 | New |
| Boston Private Wealth LLC | 22,043 | $87.0K | 0.00% | +22,043 | New |
| Institute for Wealth Management, LLC. | 23,427 | $93.0K | 0.02% | −47,812−67.1% | Reduced |
| Lake Street Advisors Group, LLC | 23,788 | $94.0K | 0.01% | +772+3.4% | Added |
| Franklin Resources Inc | 24,828 | $99.0K | 0.00% | −298−1.2% | Reduced |
| Principal Street Partners, LLC | 25,657 | $102.0K | 0.03% | +25,657 | New |
| Deutsche Bank AG | 29,001 | $115.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 29,412 | $116.0K | 0.02% | +4,340+17.3% | Added |
| Atria Wealth Solutions, Inc. | 29,831 | $118.1K | 0.00% | +120.0% | Added |
| RBF Capital, LLC | 30,000 | $119.0K | 0.01% | +30,000 | New |
| Squarepoint Ops LLC | 30,646 | $121.0K | 0.00% | +30,646 | New |
| Balyasny Asset Management LLC | 30,724 | $122.0K | 0.00% | +19,381+170.9% | Added |
| Blueshift Asset Management, LLC | 31,307 | $124.0K | 0.03% | +14,302+84.1% | Added |
| Claro Advisors LLC | 28,888 | $127.0K | 0.05% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 32,375 | $128.0K | 0.00% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 31,926 | $130.8K | 0.00% | +7,716+31.9% | Added |
| 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 |
| 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 |
| Cerity Partners LLC | 35,634 | $141.0K | 0.00% | +1,250+3.6% | Added |
| Vanguard Group Inc | 36,455 | $144.0K | 0.00% | −89,940−71.2% | Reduced |
| Ar Asset Management Inc | 36,691 | $145.0K | 0.04% | 00.0% | Unchanged |
| Wrapmanager Inc | 37,068 | $147.0K | 0.05% | −10,978−22.8% | Reduced |
| Eqis Capital Management, Inc. | 37,892 | $150.1K | 0.02% | +8,439+28.7% | Added |
| Oppenheimer Asset Management Inc. | 38,373 | $152.0K | 0.00% | +793+2.1% | Added |
| IFP Advisors, Inc | 16,341 | $153.0K | 0.00% | +4,829+41.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 38,779 | $154.0K | 0.00% | +1,722+4.6% | Added |
| Cary Street Partner Investment Advisory LLC | 40,466 | $160.0K | 0.01% | +2,286+6.0% | Added |
| Personal Cfo Solutions, LLC | 40,860 | $162.0K | 0.04% | +764+1.9% | Added |
| Evergreen Capital Management LLC | 41,262 | $163.0K | 0.01% | +14,392+53.6% | Added |
| Bank of New York Mellon Corp | 41,736 | $165.0K | 0.00% | −18,024−30.2% | 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 |
| Vestmark Advisory Solutions, Inc. | 43,733 | $173.0K | 0.01% | −12,031−21.6% | Reduced |
| Wealth Architects, LLC | 43,914 | $174.0K | 0.04% | +43,914 | New |
| 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 |
| 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 |
| Balasa Dinverno & Foltz LLC | 49,169 | $195.0K | 0.01% | −677−1.4% | Reduced |
| Advisor Group Holdings, Inc. | 52,482 | $207.0K | 0.00% | −6,033−10.3% | Reduced |
| Veriti Management LLC | 52,562 | $208.0K | 0.03% | +16,138+44.3% | Added |
| Millennium Management LLC | 53,076 | $210.0K | 0.00% | −50,834−48.9% | Reduced |
| Miller Investment Management, LP | 57,015 | $226.0K | 0.05% | 00.0% | Unchanged |
| Virtu Financial LLC | 61,287 | $243.0K | 0.02% | −55,188−47.4% | Reduced |
| True North Advisors, LLC | 62,500 | $247.0K | 0.08% | 00.0% | Unchanged |
| Wade G W & Inc | 62,889 | $249.0K | 0.01% | +826+1.3% | Added |
| Ritholtz Wealth Management | 64,565 | $256.0K | 0.01% | −452−0.7% | Reduced |
| Kestra Advisory Services, LLC | 65,506 | $259.0K | 0.00% | +8,301+14.5% | Added |
| JustInvest LLC | 68,966 | $273.0K | 0.01% | −25,307−26.8% | Reduced |
| Wipfli Financial Advisors LLC, | 72,069 | $285.0K | 0.02% | +72,069 | New |
| Highland Capital Management, LLC | 75,180 | $298.0K | 0.02% | −10,913−12.7% | Reduced |
| SG Americas Securities, LLC | 76,596 | $303.0K | 0.00% | −4,392−5.4% | Reduced |
| Bank of Montreal | 68,460 | $319.0K | 0.00% | +10,430+18.0% | Added |
| Jane Street Group, LLC | 80,765 | $320.0K | 0.00% | −159,772−66.4% | Reduced |
| Eagle Asset Management Inc | 81,520 | $322.0K | 0.00% | −214−0.3% | Reduced |
| HighTower Advisors, LLC | 86,725 | $344.0K | 0.00% | +16,712+23.9% | Added |
| Creative Planning | 89,271 | $354.0K | 0.00% | +21,370+31.5% | Added |
| Advisor Partners II, LLC | 91,621 | $363.0K | 0.03% | +91,621 | New |
| TownSquare Capital, LLC | 93,759 | $372.0K | 0.01% | +6,483+7.4% | Added |
| HRT Financial LP | 94,579 | $374.0K | 0.00% | +50,254+113.4% | Added |
| Signaturefd, LLC | 97,497 | $386.0K | 0.01% | +2,671+2.8% | Added |
| Mariner, LLC | 99,910 | $396.0K | 0.00% | +99,910 | New |
| Cubist Systematic Strategies, LLC | 101,084 | $400.0K | 0.00% | −139,496−58.0% | Reduced |
| Schechter Investment Advisors, LLC | 106,474 | $420.0K | 0.04% | +6,123+6.1% | Added |
| Simplex Trading, LLC | 107,482 | $425.0K | 0.02% | +107,482 | New |
| Mercer Global Advisors Inc | 111,679 | $442.0K | 0.00% | +20,360+22.3% | Added |
| O'Shaughnessy Asset Management, LLC | 114,790 | $455.0K | 0.01% | +170+0.1% | Added |
| National Bank of Canada | 121,514 | $475.0K | 0.00% | +1,476+1.2% | Added |
| Legacy Wealth Asset Management, LLC | 122,137 | $484.0K | 0.21% | +122,137 | New |
| Ethic Inc. | 125,462 | $497.0K | 0.03% | −33,690−21.2% | Reduced |
| Russell Investments Group, Ltd. | 125,874 | $498.0K | 0.00% | +2,927+2.4% | Added |
| Marathon Capital Management | 126,025 | $499.0K | 0.14% | −461−0.4% | Reduced |
| Two Sigma Advisers, LP | 126,607 | $501.0K | 0.00% | −226,693−64.2% | Reduced |
| Crossmark Global Holdings, Inc. | 127,497 | $505.0K | 0.01% | +1,550+1.2% | Added |
| Voloridge Investment Management, LLC | 128,992 | $511.0K | 0.00% | −135,866−51.3% | Reduced |
| Truist Financial Corp | 138,811 | $550.0K | 0.00% | −1,485−1.1% | Reduced |
| First Hawaiian Bank | 145,958 | $578.0K | 0.02% | −1,405−1.0% | Reduced |
| Hantz Financial Services, Inc. | 147,474 | $584.0K | 0.02% | +2,519+1.7% | Added |
| LPL Financial LLC | 157,713 | $625.0K | 0.00% | +5,273+3.5% | Added |
| Wetherby Asset Management Inc | 163,651 | $648.0K | 0.05% | −26,473−13.9% | Reduced |
| Greenleaf Trust | 167,493 | $663.0K | 0.01% | +8,051+5.0% | Added |
| FMR LLC | 179,206 | $709.0K | 0.00% | +58,996+49.1% | Added |
| Natixis Advisors, L.P. | 238,598 | $945.0K | 0.00% | +9,348+4.1% | Added |
| Royal Bank of Canada | 244,068 | $966.0K | 0.00% | +447+0.2% | Added |
| Old Mission Capital LLC | 253,453 | $1.00M | 0.04% | +253,453 | New |
| Ameriprise Financial Inc | 258,770 | $1.02M | 0.00% | +145,630+128.7% | Added |
| Bank of America Corp | 316,419 | $1.25M | 0.00% | +40,639+14.7% | Added |
| US Bancorp | 374,153 | $1.48M | 0.00% | +6,519+1.8% | Added |
| Wells Fargo & Company | 442,499 | $1.75M | 0.00% | +3,971+0.9% | Added |
| SEI Investments Co | 494,916 | $1.96M | 0.00% | +1,042+0.2% | Added |
| Stifel Financial Corp | 541,207 | $2.14M | 0.00% | +7,414+1.4% | Added |
| The PNC Financial Services Group, Inc. | 654,616 | $2.59M | 0.00% | −4,422−0.7% | Reduced |
| 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 |
| American Century Companies Inc | 670,733 | $2.66M | 0.00% | +100,372+17.6% | Added |
| CIBC World Markets Inc. | 746,082 | $2.95M | 0.01% | −114,117−13.3% | Reduced |