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, Q2 2023
Institutional positions in Aegon Ltd. as of Jun 30, 2023. 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
- 206
- −23 vs. Q1 2023
- Shares held
- 191.7M
- −4.43M (−2.3%) vs. Q1 2023
- Total value
- $970.7M
- +$127.4M (+15.1%) vs. Q1 2023
- New holders
- 20
- 71 more added
- Sold out
- 43
- 65 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Aegon Ltd.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dodge & Cox | 126,016,146 | $638.9M | 0.43% | +207,351+0.2% | Added |
| Wellington Management Group LLP | 16,891,415 | $85.6M | 0.02% | −1,920,144−10.2% | Reduced |
| Morgan Stanley | 6,253,582 | $31.7M | 0.00% | +162,881+2.7% | Added |
| BlackRock Inc. | 4,938,253 | $25.0M | 0.00% | −138,345−2.7% | Reduced |
| Dimensional Fund Advisors LP | 4,937,745 | $25.0M | 0.01% | +79,456+1.6% | Added |
| Private Management Group Inc | 4,414,820 | $22.4M | 0.95% | −58,561−1.3% | Reduced |
| Raymond James & Associates | 4,259,013 | $21.6M | 0.02% | +54,498+1.3% | Added |
| Goldman Sachs Group Inc | 3,415,113 | $17.3M | 0.00% | −150,070−4.2% | Reduced |
| Optiver Holding B.V. | 1,863,247 | $9.41M | 0.27% | −982,864−34.5% | Reduced |
| Grace & White Inc | 1,695,733 | $8.60M | 1.58% | −4,785−0.3% | Reduced |
| Brandes Investment Partners, LP | 1,318,945 | $6.69M | 0.13% | −32,394−2.4% | Reduced |
| Summit Global Investments | 1,035,242 | $5.25M | 0.35% | +1,000,000+2,837.5% | Added |
| American Century Companies Inc | 1,018,133 | $5.16M | 0.00% | +42,312+4.3% | Added |
| Citadel Advisors LLC | 902,672 | $4.58M | 0.01% | +116,113+14.8% | Added |
| Millennium Management LLC | 792,193 | $4.02M | 0.00% | +582,862+278.4% | Added |
| Northern Trust Corp | 752,502 | $3.82M | 0.00% | +86,375+13.0% | Added |
| The PNC Financial Services Group, Inc. | 598,264 | $3.03M | 0.00% | +3,189+0.5% | Added |
| CIBC World Markets Inc. | 545,399 | $2.77M | 0.01% | +899+0.2% | Added |
| SEI Investments Co | 496,620 | $2.52M | 0.00% | −2340.0% | Reduced |
| Wells Fargo & Company | 460,537 | $2.33M | 0.00% | −574,023−55.5% | Reduced |
| US Bancorp | 377,845 | $1.92M | 0.00% | +28,322+8.1% | Added |
| Marshall Wace, LLP | 354,976 | $1.80M | 0.00% | +124,233+53.8% | Added |
| Stifel Financial Corp | 354,635 | $1.80M | 0.00% | −125,666−26.2% | Reduced |
| Bank of America Corp | 336,411 | $1.71M | 0.00% | +38,995+13.1% | Added |
| New York State Common Retirement Fund | 254,291 | $1.29M | 0.00% | −18,894−6.9% | Reduced |
| Envestnet Asset Management Inc | 245,232 | $1.24M | 0.00% | −158,611−39.3% | Reduced |
| Natixis Advisors, L.P. | 245,229 | $1.24M | 0.00% | −4,143−1.7% | Reduced |
| Royal Bank of Canada | 234,977 | $1.19M | 0.00% | −1,942−0.8% | Reduced |
| Ethic Inc. | 234,522 | $1.19M | 0.04% | −5,194−2.2% | Reduced |
| Creative Planning | 226,364 | $1.15M | 0.00% | +62,534+38.2% | Added |
| Wetherby Asset Management Inc | 197,960 | $1.00M | 0.05% | +10,608+5.7% | Added |
| HighTower Advisors, LLC | 193,814 | $978.0K | 0.00% | +113,094+140.1% | Added |
| Jane Street Group, LLC | 191,702 | $971.9K | 0.00% | +181,085+1,705.6% | Added |
| LPL Financial LLC | 180,622 | $915.8K | 0.00% | +15,778+9.6% | Added |
| Vanguard Group Inc | 171,398 | $869.0K | 0.00% | +134,943+370.2% | Added |
| Greenleaf Trust | 153,878 | $780.2K | 0.01% | −13,080−7.8% | Reduced |
| Hantz Financial Services, Inc. | 153,070 | $776.0K | 0.02% | +1,701+1.1% | Added |
| First Hawaiian Bank | 145,936 | $739.9K | 0.02% | 00.0% | Unchanged |
| Mariner, LLC | 143,172 | $724.8K | 0.00% | +19,489+15.8% | Added |
| Vident Investment Advisory, LLC | 131,268 | $665.5K | 0.02% | +30,835+30.7% | Added |
| Crossmark Global Holdings, Inc. | 119,457 | $644.0K | 0.01% | −2,294−1.9% | Reduced |
| National Bank of Canada | 124,886 | $628.1K | 0.00% | +3,530+2.9% | Added |
| FMR LLC | 115,967 | $588.0K | 0.00% | −7,919−6.4% | Reduced |
| CI Private Wealth, LLC | 115,709 | $586.1K | 0.00% | −6,870−5.6% | Reduced |
| Signaturefd, LLC | 111,105 | $563.3K | 0.01% | +15,290+16.0% | Added |
| Marathon Capital Management | 104,089 | $527.7K | 0.13% | −15,000−12.6% | Reduced |
| Truist Financial Corp | 101,862 | $516.4K | 0.00% | −34,088−25.1% | Reduced |
| Schechter Investment Advisors, LLC | 101,791 | $516.1K | 0.05% | −729−0.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 100,683 | $510.5K | 0.01% | −3,000−2.9% | Reduced |
| Veriti Management LLC | 96,174 | $487.6K | 0.05% | +33,506+53.5% | Added |
| Bank of New York Mellon Corp | 90,185 | $457.2K | 0.00% | +27,721+44.4% | Added |
| Rhumbline Advisers | 87,362 | $442.9K | 0.00% | +87,362 | New |
| Legacy Wealth Asset Management, LLC | 86,867 | $440.4K | 0.15% | +984+1.1% | Added |
| Cerity Partners LLC | 86,493 | $438.5K | 0.00% | +37,401+76.2% | Added |
| JustInvest LLC | 83,670 | $424.2K | 0.01% | +962+1.2% | Added |
| Virtu Financial LLC | 79,661 | $404.0K | 0.03% | +59,648+298.0% | Added |
| Advisor Partners II, LLC | 77,424 | $392.5K | 0.02% | −3,459−4.3% | Reduced |
| Eagle Asset Management Inc | 77,048 | $390.6K | 0.00% | −2,885−3.6% | Reduced |
| SG Americas Securities, LLC | 76,596 | $388.0K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 73,927 | $374.8K | 0.00% | −5,512−6.9% | Reduced |
| Bank of Montreal | 72,456 | $367.7K | 0.00% | +4,222+6.2% | Added |
| Highland Capital Management, LLC | 72,338 | $366.8K | 0.02% | −2,392−3.2% | Reduced |
| Mercer Global Advisors Inc | 65,322 | $331.0K | 0.00% | +5,488+9.2% | Added |
| Wade G W & Inc | 61,602 | $312.0K | 0.01% | +6,589+12.0% | Added |
| Kestra Advisory Services, LLC | 60,082 | $304.6K | 0.00% | +419+0.7% | Added |
| Miller Investment Management, LP | 57,015 | $289.1K | 0.04% | 00.0% | Unchanged |
| Savant Capital, LLC | 55,383 | $280.8K | 0.00% | +38,403+226.2% | Added |
| Old Mission Capital LLC | 53,411 | $270.8K | 0.01% | −291,175−84.5% | Reduced |
| Cubist Systematic Strategies, LLC | 52,996 | $268.7K | 0.00% | −109,700−67.4% | Reduced |
| Ritholtz Wealth Management | 51,940 | $263.3K | 0.01% | −1,937−3.6% | Reduced |
| Charles Schwab Investment Management Inc | 48,022 | $243.5K | 0.00% | +36,609+320.8% | Added |
| Commonwealth Equity Services, LLC | 46,032 | $233.0K | 0.00% | −4,858−9.5% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 45,710 | $231.8K | 0.01% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 43,521 | $220.7K | 0.01% | −4,349−9.1% | Reduced |
| Ballentine Partners, LLC | 41,276 | $209.3K | 0.00% | +2,660+6.9% | Added |
| Cary Street Partner Investment Advisory LLC | 39,752 | $201.5K | 0.01% | 00.0% | Unchanged |
| Franklin Resources Inc | 39,566 | $200.6K | 0.00% | +13,024+49.1% | Added |
| Macquarie Group Ltd | 38,633 | $196.0K | 0.00% | −4,596−10.6% | Reduced |
| Cresset Asset Management, LLC | 38,045 | $192.9K | 0.00% | +38,045 | New |
| Quadrant Capital Group LLC | 37,921 | $192.3K | 0.02% | +5,323+16.3% | Added |
| Ar Asset Management Inc | 36,691 | $186.0K | 0.05% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 36,435 | $184.7K | 0.01% | −1,098−2.9% | Reduced |
| Oppenheimer Asset Management Inc. | 33,789 | $171.3K | 0.00% | −946−2.7% | Reduced |
| Renaissance Technologies LLC | 33,167 | $168.0K | 0.00% | −266,429−88.9% | Reduced |
| Yousif Capital Management, LLC | 32,375 | $164.1K | 0.00% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 32,150 | $163.0K | 0.02% | −2,409−7.0% | Reduced |
| Susquehanna International Group, LLP | 32,098 | $162.7K | 0.00% | +32,098 | New |
| Two Sigma Securities, LLC | 30,377 | $154.0K | 0.01% | −24,296−44.4% | Reduced |
| Ellevest, Inc. | 30,271 | $153.5K | 0.01% | +4,461+17.3% | Added |
| RBF Capital, LLC | 30,000 | $152.1K | 0.01% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 29,507 | $149.6K | 0.00% | −324−1.1% | Reduced |
| Deutsche Bank AG | 29,001 | $147.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 28,084 | $142.4K | 0.00% | −18,756−40.0% | Reduced |
| Russell Investments Group, Ltd. | 28,048 | $142.2K | 0.00% | −261,511−90.3% | Reduced |
| Lake Street Advisors Group, LLC | 25,494 | $129.0K | 0.01% | +1,799+7.6% | Added |
| HSBC Holdings PLC | 24,000 | $121.7K | 0.00% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 23,849 | $120.9K | 0.00% | +1,927+8.8% | Added |
| Orion Portfolio Solutions, LLC | 23,849 | $120.9K | 0.00% | +1,927+8.8% | Added |
| JPMorgan Chase & Co | 23,447 | $118.9K | 0.00% | +3,146+15.5% | Added |
| Glenmede Trust Co NA | 27,571 | $118.6K | 0.00% | 00.0% | Unchanged |