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 |
|---|---|---|---|---|---|
| CAPROCK Group, Inc. | 22,730 | $115.2K | 0.01% | +648+2.9% | Added |
| Principal Street Partners, LLC | 22,302 | $113.1K | 0.03% | +480+2.2% | Added |
| Janney Montgomery Scott LLC | 22,170 | $112.0K | 0.00% | +22,170 | New |
| Engineers Gate Manager LP | 22,067 | $111.9K | 0.00% | −3,104−12.3% | Reduced |
| Sage Rhino Capital LLC | 22,067 | $111.9K | 0.03% | +1,565+7.6% | Added |
| Oppenheimer & Co Inc | 21,984 | $111.5K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 21,822 | $110.6K | 0.00% | +21,822 | New |
| UBS Group AG | 21,269 | $107.8K | 0.00% | −26,422−55.4% | Reduced |
| True North Advisors, LLC | 20,834 | $105.6K | 0.03% | −20,833−50.0% | Reduced |
| AE Wealth Management LLC | 20,737 | $105.1K | 0.00% | +62+0.3% | Added |
| National Asset Management, Inc. | 20,660 | $104.7K | 0.00% | +20,660 | New |
| Institute for Wealth Management, LLC. | 20,238 | $102.6K | 0.02% | +85+0.4% | Added |
| Sequoia Financial Advisors, LLC | 19,779 | $100.3K | 0.00% | +3,525+21.7% | Added |
| Susquehanna International Securities, Ltd. | 19,521 | $99.0K | 0.09% | +19,521 | New |
| Dorsey & Whitney Trust CO LLC | 19,022 | $96.4K | 0.01% | +3,890+25.7% | Added |
| Franklin Street Advisors Inc | 17,551 | $89.0K | 0.01% | −28,159−61.6% | Reduced |
| Private Advisor Group, LLC | 16,469 | $88.8K | 0.00% | +184+1.1% | Added |
| Quantbot Technologies LP | 17,234 | $87.4K | 0.01% | +5,141+42.5% | Added |
| Balyasny Asset Management LLC | 16,707 | $84.7K | 0.00% | −26,872−61.7% | Reduced |
| Forum Financial Management, LP | 16,019 | $81.2K | 0.00% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 15,325 | $77.7K | 0.00% | +15,325 | New |
| TownSquare Capital, LLC | 15,274 | $77.4K | 0.00% | −85,678−84.9% | Reduced |
| Vista Wealth Management Group, LLC | 14,964 | $75.9K | 0.01% | +16+0.1% | Added |
| Capricorn Fund Managers Ltd | 14,600 | $74.0K | 0.03% | −13,692−48.4% | Reduced |
| Lindbrook Capital, LLC | 14,471 | $73.4K | 0.01% | +401+2.9% | Added |
| Captrust Financial Advisors | 14,287 | $72.4K | 0.00% | −3,307−18.8% | Reduced |
| Henry James International Management, Inc. | 14,165 | $71.8K | 0.03% | −753−5.0% | Reduced |
| Parallel Advisors, LLC | 14,037 | $71.2K | 0.00% | +624+4.7% | Added |
| Checchi Capital Advisers, LLC | 13,581 | $68.9K | 0.01% | +13,581 | New |
| FourThought Financial Partners, LLC | 13,458 | $68.2K | 0.01% | 00.0% | Unchanged |
| State Street Corp | 13,395 | $67.9K | 0.00% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 11,935 | $60.5K | 0.01% | +85+0.7% | Added |
| Buckingham Strategic Wealth, LLC | 11,827 | $60.0K | 0.00% | +692+6.2% | Added |
| Moreno Evelyn V | 11,691 | $59.3K | 0.01% | 00.0% | Unchanged |
| Glenview Trust Co | 11,561 | $58.6K | 0.00% | +984+9.3% | Added |
| Raymond James Trust N.A. | 11,049 | $56.0K | 0.00% | −341−3.0% | Reduced |
| Relative Value Partners Group, LLC | 11,000 | $55.8K | 0.00% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 10,596 | $55.5K | 0.00% | −1,636−13.4% | Reduced |
| PDS Planning, Inc | 10,945 | $55.5K | 0.01% | +426+4.0% | Added |
| Wallace Advisory Group, LLC | 12,883 | $55.4K | 0.04% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 10,374 | $53.0K | 0.00% | +287+2.8% | Added |
| Tower Research Capital LLC (TRC) | 10,298 | $52.2K | 0.00% | +7,871+324.3% | Added |
| Five Oceans Advisors | 10,143 | $51.4K | 0.03% | +20+0.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 10,057 | $51.0K | 0.00% | −2,873−22.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 9,994 | $50.7K | 0.00% | +160+1.6% | Added |
| Spire Wealth Management | 8,948 | $45.4K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 8,093 | $41.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 7,730 | $39.2K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 6,706 | $34.0K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 5,900 | $30.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 5,164 | $26.2K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 5,052 | $25.6K | 0.00% | −249−4.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 5,000 | $25.4K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 5,000 | $25.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 3,350 | $17.0K | 0.00% | +9+0.3% | Added |
| Proequities, Inc. | 3,337 | $16.9K | 0.00% | −655−16.4% | Reduced |
| Umb Bank N A | 3,078 | $15.6K | 0.00% | +1,632+112.9% | Added |
| Simplex Trading, LLC | 3,113 | $15.0K | 0.00% | −154,908−98.0% | Reduced |
| Glassman Wealth Services | 2,768 | $14.0K | 0.00% | −7−0.3% | Reduced |
| Fifth Third Bancorp | 2,659 | $13.5K | 0.00% | −91−3.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,380 | $12.1K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,994 | $10.0K | 0.01% | +1,994 | New |
| Harbour Investments, Inc. | 1,907 | $9.67K | 0.00% | +955+100.3% | Added |
| Ronald Blue Trust, Inc. | 1,773 | $8.00K | 0.00% | −1,388−43.9% | Reduced |
| CWM, LLC | 1,632 | $8.00K | 0.00% | +664+68.6% | Added |
| Zions Bancorporation, N.A. | 1,453 | $7.37K | 0.00% | +134+10.2% | Added |
| WealthPLAN Partners, LLC | 1,149 | $5.83K | 0.00% | −1,666−59.2% | Reduced |
| Central Trust Co | 1,144 | $5.80K | 0.00% | +394+52.5% | Added |
| Montag A & Associates Inc | 1,013 | $5.14K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 970 | $4.92K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 964 | $4.89K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 916 | $4.64K | 0.00% | +916 | New |
| Bell Investment Advisors, Inc | 915 | $4.64K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 868 | $4.40K | 0.00% | −13,885−94.1% | Reduced |
| Global Retirement Partners, LLC | 860 | $4.36K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 728 | $3.69K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 723 | $3.67K | 0.00% | +723 | New |
| Atlantic Trust, LLC | 628 | $3.18K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 317 | $2.79K | 0.00% | −5,000−94.0% | Reduced |
| WR Wealth Planners, LLC | 547 | $2.77K | 0.00% | −51−8.5% | Reduced |
| Kelly Financial Services LLC | 539 | $2.73K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 518 | $2.63K | 0.00% | −168−24.5% | Reduced |
| BNP Paribas Arbitrage, SA | 479 | $2.43K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 333 | $2.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 378 | $1.92K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 354 | $1.79K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 332 | $1.68K | 0.00% | +332 | New |
| Column Capital Advisors, LLC | 310 | $1.57K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 290 | $1.47K | 0.00% | +290 | New |
| GW&K Investment Management, LLC | 253 | $1.00K | 0.00% | +253 | New |
| Anchor Investment Management, LLC | 184 | $933 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 172 | $872 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 117 | $593 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 72 | $365 | 0.00% | 00.0% | Unchanged |
| Motco | 51 | $259 | 0.00% | +51 | New |
| Pacific Center for Financial Services | 36 | $183 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 11 | $56 | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 8 | $41 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 6 | $30 | 0.00% | −1,008−99.4% | Reduced |
| Cedar Mountain Advisors, LLC | 2 | $10 | 0.00% | 00.0% | Unchanged |