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 |
|---|---|---|---|---|---|
| Blueshift Asset Management, LLC | 31,307 | $124.0K | 0.03% | +14,302+84.1% | Added |
| Balyasny Asset Management LLC | 30,724 | $122.0K | 0.00% | +19,381+170.9% | Added |
| Squarepoint Ops LLC | 30,646 | $121.0K | 0.00% | +30,646 | New |
| RBF Capital, LLC | 30,000 | $119.0K | 0.01% | +30,000 | New |
| Atria Wealth Solutions, Inc. | 29,831 | $118.1K | 0.00% | +120.0% | Added |
| Quadrant Capital Group LLC | 29,412 | $116.0K | 0.02% | +4,340+17.3% | Added |
| Deutsche Bank AG | 29,001 | $115.0K | 0.00% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 25,657 | $102.0K | 0.03% | +25,657 | New |
| Franklin Resources Inc | 24,828 | $99.0K | 0.00% | −298−1.2% | Reduced |
| Lake Street Advisors Group, LLC | 23,788 | $94.0K | 0.01% | +772+3.4% | Added |
| Institute for Wealth Management, LLC. | 23,427 | $93.0K | 0.02% | −47,812−67.1% | Reduced |
| 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 |
| Oppenheimer & Co Inc | 21,546 | $86.0K | 0.00% | +21,546 | New |
| Quantinno Capital Management LP | 21,564 | $85.0K | 0.01% | +6,400+42.2% | Added |
| Sage Rhino Capital LLC | 20,921 | $83.0K | 0.03% | −984−4.5% | Reduced |
| 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 |
| 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 |
| Contravisory Investment Management, Inc. | 19,511 | $77.0K | 0.03% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 19,206 | $76.0K | 0.00% | +1,251+7.0% | Added |
| Henry James International Management, Inc. | 18,574 | $74.0K | 0.04% | −40.0% | Reduced |
| Nelson Capital Management, LLC | 18,211 | $72.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Guggenheim Capital LLC | 17,264 | $68.0K | 0.00% | −50,533−74.5% | Reduced |
| Burns Matteson Capital Management, LLC | 16,394 | $64.9K | 0.05% | 00.0% | Unchanged |
| 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 |
| Forum Financial Management, LP | 16,019 | $63.0K | 0.00% | +284+1.8% | Added |
| 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 |
| CPWM, LLC | 15,049 | $60.0K | 0.01% | −2,248−13.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 14,450 | $57.0K | 0.00% | +4,104+39.7% | Added |
| 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 |
| FourThought Financial, LLC | 13,458 | $53.0K | 0.01% | −604−4.3% | Reduced |
| State Street Corp | 13,095 | $52.0K | 0.00% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 12,807 | $51.0K | 0.00% | −6,050−32.1% | Reduced |
| Baker Tilly Wealth Management, LLC | 12,488 | $49.0K | 0.01% | +1,810+17.0% | Added |
| 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 |
| 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 |
| 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 |
| 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 |
| DGS Capital Management, LLC | 11,007 | $43.6K | 0.03% | −7,270−39.8% | Reduced |
| Captrust Financial Advisors | 10,409 | $41.0K | 0.00% | +3,254+45.5% | Added |
| Five Oceans Advisors | 10,107 | $40.0K | 0.03% | +10,107 | New |
| Fruth Investment Management | 10,000 | $39.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 9,669 | $38.0K | 0.00% | +371+4.0% | Added |
| Penserra Capital Management LLC | 8,658 | $34.0K | 0.00% | +8,658 | New |
| Federation des caisses Desjardins du Quebec | 7,730 | $30.6K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 6,706 | $27.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 6,620 | $26.2K | 0.00% | +6,620 | New |
| Sandy Spring Bank | 6,000 | $24.0K | 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 |
| 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 |
| Bartlett & Co. Wealth Management LLC | 5,000 | $19.8K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 4,772 | $19.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 3,773 | $15.0K | 0.00% | −57−1.5% | Reduced |
| EverSource Wealth Advisors, LLC | 3,178 | $12.0K | 0.00% | −12,528−79.8% | Reduced |
| Tower Research Capital LLC (TRC) | 2,896 | $11.0K | 0.00% | +2,896 | New |
| Bessemer Group Inc | 2,695 | $10.0K | 0.00% | +808+42.8% | Added |
| 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 |
| 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 |
| 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 |
| 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 |
| North Star Investment Management Corp. | 970 | $4.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| American Portfolios Advisors | 644 | $2.54K | 0.00% | +12+1.9% | Added |
| Kelly Financial Services LLC | 539 | $2.13K | 0.00% | +23+4.5% | Added |
| 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 |
| Absolute Capital Management, LLC | 385 | $1.54K | 0.00% | +385 | New |
| 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 |