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 |
|---|---|---|---|---|---|
| Quadrant Capital Group LLC | 30,246 | $152.4K | 0.02% | +834+2.8% | Added |
| RBF Capital, LLC | 30,000 | $151.0K | 0.01% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 29,831 | $150.3K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 29,185 | $147.1K | 0.01% | +29,185 | New |
| Deutsche Bank AG | 29,001 | $146.2K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 15,243 | $134.0K | 0.00% | −1,098−6.7% | Reduced |
| Capital Wealth Planning, LLC | 25,974 | $130.9K | 0.00% | +25,974 | New |
| Penserra Capital Management LLC | 25,974 | $130.0K | 0.00% | +17,316+200.0% | Added |
| Franklin Resources Inc | 25,781 | $129.9K | 0.00% | +953+3.8% | Added |
| Baker Ellis Asset Management LLC | 25,000 | $126.0K | 0.02% | +25,000 | New |
| Lake Street Advisors Group, LLC | 24,271 | $122.0K | 0.01% | +483+2.0% | Added |
| Glenmede Trust Co NA | 23,708 | $119.5K | 0.00% | +4,502+23.4% | Added |
| Beverly Hills Private Wealth, LLC | 23,296 | $117.4K | 0.05% | +23,296 | New |
| Principal Street Partners, LLC | 22,674 | $114.3K | 0.03% | −2,983−11.6% | Reduced |
| State Street Corp | 22,273 | $112.3K | 0.00% | +9,178+70.1% | Added |
| Millennium Management LLC | 22,160 | $112.0K | 0.00% | −30,916−58.2% | Reduced |
| Janney Montgomery Scott LLC | 22,034 | $111.0K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 21,984 | $110.8K | 0.00% | +438+2.0% | Added |
| Brinker Capital Investments, LLC | 20,758 | $104.6K | 0.00% | −58−0.3% | Reduced |
| AE Wealth Management LLC | 20,675 | $104.2K | 0.00% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 20,643 | $104.0K | 0.01% | +518+2.6% | Added |
| Sage Rhino Capital LLC | 20,525 | $103.4K | 0.03% | −396−1.9% | Reduced |
| DeDora Capital, Inc. | 20,253 | $102.1K | 0.05% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 20,110 | $101.4K | 0.02% | −3,317−14.2% | Reduced |
| Capital Asset Advisory Services LLC | 18,382 | $100.9K | 0.01% | +18,382 | New |
| Contravisory Investment Management, Inc. | 19,450 | $98.0K | 0.03% | −61−0.3% | Reduced |
| AlphaQ Advisors LLC | 18,129 | $91.4K | 0.08% | +18,129 | New |
| Sequoia Financial Advisors, LLC | 17,666 | $89.0K | 0.00% | +4,859+37.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 17,684 | $89.0K | 0.01% | +1,558+9.7% | Added |
| JPMorgan Chase & Co | 17,085 | $87.0K | 0.00% | +3,096+22.1% | Added |
| Guggenheim Capital LLC | 16,857 | $85.0K | 0.00% | −407−2.4% | Reduced |
| Private Advisor Group, LLC | 16,634 | $83.8K | 0.00% | −904−5.2% | Reduced |
| Cetera Investment Advisers | 16,333 | $82.2K | 0.00% | −13,471−45.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 16,315 | $82.2K | 0.00% | +1,865+12.9% | Added |
| Mutual Advisors, LLC | 16,207 | $81.7K | 0.00% | 00.0% | Unchanged |
| Forum Financial Management, LP | 16,119 | $81.2K | 0.00% | +100+0.6% | Added |
| Clarius Group, LLC | 15,470 | $78.0K | 0.01% | −1,984−11.4% | Reduced |
| Veracity Capital LLC | 15,331 | $77.3K | 0.04% | −2,036−11.7% | Reduced |
| Prime Capital Investment Advisors, LLC | 15,325 | $77.2K | 0.00% | +15,325 | New |
| Burns Matteson Capital Management, LLC | 15,323 | $77.2K | 0.05% | −1,071−6.5% | Reduced |
| Vista Wealth Management Group, LLC | 14,936 | $75.3K | 0.01% | +14+0.1% | Added |
| EverSource Wealth Advisors, LLC | 14,505 | $73.1K | 0.01% | +11,327+356.4% | Added |
| Henry James International Management, Inc. | 14,474 | $72.9K | 0.04% | −4,100−22.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 14,467 | $72.9K | 0.01% | −2,982−17.1% | Reduced |
| Baker Tilly Wealth Management, LLC | 14,381 | $72.5K | 0.01% | +1,893+15.2% | Added |
| Bokf, NA | 13,916 | $70.1K | 0.00% | +332+2.4% | Added |
| FourThought Financial Partners, LLC | 13,458 | $67.8K | 0.01% | +13,458 | New |
| Lindbrook Capital, LLC | 13,437 | $67.7K | 0.01% | −183−1.3% | Reduced |
| We Are One Seven, LLC | 13,192 | $66.5K | 0.01% | +1,644+14.2% | Added |
| Money Concepts Capital Corp | 12,694 | $63.9K | 0.00% | +12,694 | New |
| Ground Swell Capital, LLC | 12,632 | $63.7K | 0.28% | +12,632 | New |
| Parallel Advisors, LLC | 12,526 | $63.1K | 0.00% | −3,017−19.4% | Reduced |
| Moreno Evelyn V | 11,691 | $58.9K | 0.01% | 00.0% | Unchanged |
| Virtu Financial LLC | 11,247 | $57.0K | 0.01% | −50,040−81.6% | Reduced |
| Buckingham Strategic Wealth, LLC | 11,135 | $56.1K | 0.00% | −606−5.2% | Reduced |
| Raymond James Trust N.A. | 11,049 | $56.0K | 0.00% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 11,033 | $55.6K | 0.01% | +11,033 | New |
| Relative Value Partners Group, LLC | 11,000 | $55.4K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 10,976 | $55.3K | 0.01% | +10,976 | New |
| Pinnacle Wealth Planning Services, Inc. | 10,724 | $54.0K | 0.01% | −4,910−31.4% | Reduced |
| Pathstone Family Office, LLC | 30,376 | $53.2K | 0.00% | −1,550−4.9% | Reduced |
| Verus Capital Partners, LLC | 10,500 | $52.9K | 0.01% | −750−6.7% | Reduced |
| Alliance Wealth Advisors, LLC | 10,315 | $52.0K | 0.02% | +10,315 | New |
| Bayesian Capital Management, LP | 10,200 | $51.4K | 0.01% | +10,200 | New |
| Five Oceans Advisors | 10,129 | $51.0K | 0.04% | +22+0.2% | Added |
| Quantinno Capital Management LP | 10,115 | $51.0K | 0.00% | −11,449−53.1% | Reduced |
| Charles Schwab Investment Management Inc | 10,027 | $50.5K | 0.00% | +10,027 | New |
| Fruth Investment Management | 10,000 | $50.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 7,816 | $39.0K | 0.00% | +4,920+169.9% | Added |
| Federation des caisses Desjardins du Quebec | 7,730 | $39.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 9,702 | $38.0K | 0.00% | −1,014−9.5% | Reduced |
| Tradition Wealth Management, LLC | 6,706 | $34.0K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 5,900 | $30.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 5,870 | $30.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 5,219 | $26.3K | 0.00% | +1,446+38.3% | Added |
| Whittier Trust Co of Nevada Inc | 5,164 | $26.0K | 0.00% | +5,164 | New |
| Bartlett & Co. Wealth Management LLC | 5,000 | $25.2K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 5,000 | $25.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 4,896 | $24.7K | 0.00% | +4,896 | New |
| Sandy Spring Bank | 4,000 | $20.2K | 0.00% | −2,000−33.3% | Reduced |
| Allworth Financial LP | 3,430 | $17.3K | 0.00% | +1,414+70.1% | Added |
| Savant Capital, LLC | 15,468 | $14.5K | 0.00% | +15,468 | New |
| Glassman Wealth Services | 2,840 | $14.3K | 0.00% | +444+18.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,380 | $12.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,090 | $10.5K | 0.00% | +300+16.8% | Added |
| Bessemer Group Inc | 1,887 | $10.0K | 0.00% | −808−30.0% | Reduced |
| Tyler-Stone Wealth Management | 1,994 | $10.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,540 | $7.76K | 0.00% | −213−12.2% | Reduced |
| Umb Bank N A | 1,446 | $7.00K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,013 | $5.11K | 0.00% | +823+433.2% | Added |
| CWM, LLC | 1,007 | $5.00K | 0.00% | +503+99.8% | Added |
| North Star Investment Management Corp. | 970 | $4.89K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 952 | $4.80K | 0.00% | +952 | New |
| Pinnacle Bancorp, Inc. | 728 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 766 | $3.86K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 750 | $3.78K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 731 | $3.68K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 682 | $3.44K | 0.00% | −8,987−92.9% | Reduced |
| Atlantic Trust, LLC | 628 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 539 | $2.72K | 0.00% | 00.0% | Unchanged |