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, Q4 2022
Institutional positions in Aegon Ltd. as of Dec 31, 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
- 228
- +20 vs. Q3 2022
- Shares held
- 198.1M
- −1.92M (−1.0%) vs. Q3 2022
- Total value
- $998.4M
- +$206.4M (+26.1%) vs. Q3 2022
- New holders
- 36
- 61 more added
- Sold out
- 16
- 79 more reduced
7 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Aegon Ltd.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dodge & Cox | 126,111,395 | $635.6M | 0.44% | −2,717,402−2.1% | Reduced |
| Wellington Management Group LLP | 18,915,196 | $95.3M | 0.02% | +2,808,131+17.4% | Added |
| Morgan Stanley | 6,174,390 | $31.1M | 0.00% | −128,861−2.0% | Reduced |
| Private Management Group Inc | 5,233,052 | $26.4M | 1.17% | −90,951−1.7% | Reduced |
| BlackRock Inc. | 5,230,089 | $26.4M | 0.00% | −273,524−5.0% | Reduced |
| Dimensional Fund Advisors LP | 4,612,641 | $23.2M | 0.01% | +576,088+14.3% | Added |
| Arrowstreet Capital, Limited Partnership | 4,374,674 | $22.0M | 0.03% | −845,140−16.2% | Reduced |
| Raymond James & Associates | 4,153,531 | $20.9M | 0.02% | −199,942−4.6% | Reduced |
| Goldman Sachs Group Inc | 4,042,557 | $20.4M | 0.01% | −39,845−1.0% | Reduced |
| Optiver Holding B.V. | 2,075,175 | $10.5M | 0.63% | +953,663+85.0% | Added |
| Grace & White Inc | 1,790,355 | $9.02M | 1.79% | −117,255−6.1% | Reduced |
| American Century Companies Inc | 860,169 | $4.34M | 0.00% | +189,436+28.2% | Added |
| Northern Trust Corp | 743,229 | $3.75M | 0.00% | −32,924−4.2% | Reduced |
| CIBC World Markets Inc. | 658,098 | $3.32M | 0.01% | −87,984−11.8% | Reduced |
| Envestnet Asset Management Inc | 630,955 | $3.18M | 0.00% | −196,482−23.7% | Reduced |
| Dorsey Wright & Associates | 615,058 | $3.10M | 0.90% | +615,058 | New |
| Renaissance Technologies LLC | 595,596 | $3.00M | 0.00% | +595,596 | New |
| The PNC Financial Services Group, Inc. | 588,138 | $2.96M | 0.00% | −66,478−10.2% | Reduced |
| Stifel Financial Corp | 498,914 | $2.51M | 0.00% | −42,293−7.8% | Reduced |
| SEI Investments Co | 496,007 | $2.50M | 0.01% | +1,091+0.2% | Added |
| Old Mission Capital LLC | 490,437 | $2.47M | 0.11% | +236,984+93.5% | Added |
| Wells Fargo & Company | 442,334 | $2.23M | 0.00% | −1650.0% | Reduced |
| US Bancorp | 359,463 | $1.81M | 0.00% | −14,690−3.9% | Reduced |
| Bank of America Corp | 306,004 | $1.54M | 0.00% | −10,415−3.3% | Reduced |
| Ethic Inc. | 273,392 | $1.38M | 0.07% | +147,930+117.9% | Added |
| Natixis Advisors, L.P. | 253,642 | $1.28M | 0.00% | +15,044+6.3% | Added |
| Citadel Advisors LLC | 240,622 | $1.21M | 0.00% | −1,001,122−80.6% | Reduced |
| Royal Bank of Canada | 237,840 | $1.20M | 0.00% | −6,228−2.6% | Reduced |
| Wetherby Asset Management Inc | 193,923 | $977.4K | 0.06% | +30,272+18.5% | Added |
| Creative Planning | 171,363 | $863.7K | 0.00% | +82,092+92.0% | Added |
| Greenleaf Trust | 170,100 | $857.0K | 0.01% | +2,607+1.6% | Added |
| LPL Financial LLC | 160,558 | $809.2K | 0.00% | +2,845+1.8% | Added |
| Cubist Systematic Strategies, LLC | 156,869 | $790.6K | 0.01% | +55,785+55.2% | Added |
| Brandes Investment Partners, LP | 154,618 | $779.3K | 0.02% | −1,196,226−88.6% | Reduced |
| Hantz Financial Services, Inc. | 148,907 | $750.0K | 0.02% | +1,433+1.0% | Added |
| First Hawaiian Bank | 146,389 | $738.0K | 0.03% | +431+0.3% | Added |
| FMR LLC | 139,673 | $704.0K | 0.00% | −39,533−22.1% | Reduced |
| Truist Financial Corp | 138,392 | $697.5K | 0.00% | −419−0.3% | Reduced |
| CI Private Wealth, LLC | 130,635 | $658.2K | 0.00% | +130,635 | New |
| Simplex Trading, LLC | 127,791 | $644.0K | 0.03% | +20,309+18.9% | Added |
| Russell Investments Group, Ltd. | 125,874 | $634.4K | 0.00% | 00.0% | Unchanged |
| Marathon Capital Management | 122,089 | $615.3K | 0.17% | −3,936−3.1% | Reduced |
| Crossmark Global Holdings, Inc. | 121,585 | $613.0K | 0.02% | −5,912−4.6% | Reduced |
| National Bank of Canada | 120,335 | $605.1K | 0.00% | −1,179−1.0% | Reduced |
| Ameriprise Financial Inc | 112,262 | $566.0K | 0.00% | −146,508−56.6% | Reduced |
| Mariner, LLC | 112,352 | $566.0K | 0.00% | +12,442+12.5% | Added |
| UBS Group AG | 111,617 | $562.5K | 0.00% | +64,764+138.2% | Added |
| O'Shaughnessy Asset Management, LLC | 108,531 | $547.0K | 0.01% | −6,259−5.5% | Reduced |
| HRT Financial LP | 105,805 | $533.0K | 0.01% | +11,226+11.9% | Added |
| Schechter Investment Advisors, LLC | 104,284 | $525.1K | 0.05% | −2,190−2.1% | Reduced |
| Mercer Global Advisors Inc | 100,769 | $508.0K | 0.00% | −10,910−9.8% | Reduced |
| TownSquare Capital, LLC | 98,268 | $495.3K | 0.01% | +4,509+4.8% | Added |
| Signaturefd, LLC | 92,624 | $466.8K | 0.01% | −4,873−5.0% | Reduced |
| Vident Investment Advisory, LLC | 88,055 | $443.8K | 0.02% | +40,539+85.3% | Added |
| Jane Street Group, LLC | 87,517 | $441.1K | 0.00% | +6,752+8.4% | Added |
| XY Capital Ltd | 86,064 | $433.8K | 0.36% | +86,064 | New |
| Legacy Wealth Asset Management, LLC | 85,336 | $430.1K | 0.16% | −36,801−30.1% | Reduced |
| Advisor Partners II, LLC | 81,051 | $408.5K | 0.03% | −10,570−11.5% | Reduced |
| HighTower Advisors, LLC | 80,718 | $408.0K | 0.00% | −6,007−6.9% | Reduced |
| Eagle Asset Management Inc | 79,846 | $403.0K | 0.00% | −1,674−2.1% | Reduced |
| JustInvest LLC | 79,503 | $400.7K | 0.02% | +10,537+15.3% | Added |
| SG Americas Securities, LLC | 76,596 | $386.0K | 0.01% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 76,425 | $385.2K | 0.00% | +45,779+149.4% | Added |
| Highland Capital Management, LLC | 74,830 | $377.0K | 0.03% | −350−0.5% | Reduced |
| Bank of Montreal | 67,854 | $345.9K | 0.00% | −606−0.9% | Reduced |
| Kestra Advisory Services, LLC | 63,103 | $318.0K | 0.00% | −2,403−3.7% | Reduced |
| True North Advisors, LLC | 62,500 | $315.0K | 0.11% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 61,819 | $311.6K | 0.00% | +20,083+48.1% | Added |
| Ritholtz Wealth Management | 60,846 | $306.7K | 0.02% | −3,719−5.8% | Reduced |
| Cetera Advisor Networks LLC | 60,561 | $304.9K | 0.00% | +60,561 | New |
| Qube Research & Technologies Ltd | 59,715 | $301.0K | 0.00% | +59,715 | New |
| Miller Investment Management, LP | 57,015 | $287.4K | 0.05% | 00.0% | Unchanged |
| Wade G W & Inc | 55,013 | $277.0K | 0.01% | −7,876−12.5% | Reduced |
| Veriti Management LLC | 54,875 | $276.6K | 0.04% | +2,313+4.4% | Added |
| Advisor Group Holdings, Inc. | 50,170 | $251.8K | 0.00% | −2,312−4.4% | Reduced |
| Commonwealth Equity Services, LLC | 48,039 | $242.0K | 0.00% | +5,574+13.1% | Added |
| Evergreen Capital Management LLC | 47,187 | $237.8K | 0.01% | +5,925+14.4% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 45,710 | $230.4K | 0.01% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 45,710 | $230.0K | 0.02% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 44,182 | $222.7K | 0.10% | +12,875+41.1% | Added |
| Vestmark Advisory Solutions, Inc. | 43,313 | $218.3K | 0.01% | −420−1.0% | Reduced |
| Comerica Bank | 39,386 | $213.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 41,400 | $209.0K | 0.00% | +6,885+19.9% | Added |
| Shilanski & Associates, Inc. | 40,475 | $204.0K | 0.09% | +40,475 | New |
| Cary Street Partner Investment Advisory LLC | 39,752 | $200.3K | 0.01% | −714−1.8% | Reduced |
| Ballentine Partners, LLC | 39,708 | $200.1K | 0.01% | +5,126+14.8% | Added |
| Cerity Partners LLC | 38,459 | $193.8K | 0.00% | +2,825+7.9% | Added |
| Personal Cfo Solutions, LLC | 37,989 | $191.5K | 0.04% | −2,871−7.0% | Reduced |
| Eqis Capital Management, Inc. | 37,220 | $187.6K | 0.02% | −672−1.8% | Reduced |
| Ar Asset Management Inc | 36,691 | $185.0K | 0.05% | 00.0% | Unchanged |
| Vanguard Group Inc | 36,455 | $183.7K | 0.00% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 35,934 | $181.1K | 0.00% | −2,439−6.4% | Reduced |
| Ellevest, Inc. | 35,776 | $180.3K | 0.02% | +19,994+126.7% | Added |
| Stock Yards Bank & Trust Co | 35,337 | $178.0K | 0.01% | 00.0% | Unchanged |
| Summit Global Investments | 35,242 | $178.0K | 0.02% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 34,602 | $174.0K | 0.00% | −4,177−10.8% | Reduced |
| Wrapmanager Inc | 33,760 | $170.0K | 0.05% | −3,308−8.9% | Reduced |
| Wealth Architects, LLC | 32,440 | $163.5K | 0.03% | −11,474−26.1% | Reduced |
| Claro Advisors LLC | 32,397 | $163.3K | 0.05% | +3,509+12.1% | Added |
| Yousif Capital Management, LLC | 32,375 | $163.2K | 0.00% | 00.0% | Unchanged |