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 2023
Institutional positions in Aegon Ltd. as of Sep 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
- 181
- −25 vs. Q2 2023
- Shares held
- 183.6M
- −8.08M (−4.2%) vs. Q2 2023
- Total value
- $881.4M
- −$89.3M (−9.2%) vs. Q2 2023
- New holders
- 14
- 64 more added
- Sold out
- 39
- 46 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Aegon Ltd.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GWM Advisors LLC | 6 | $29 | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 8 | $39 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 11 | $53 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 36 | $173 | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 52 | $250 | 0.00% | +52 | New |
| AdvisorNet Financial, Inc | 72 | $346 | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 84 | $403 | 0.00% | −902,588−100.0% | Reduced |
| Whittier Trust Co | 117 | $560 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 171 | $804 | 0.00% | −689−80.1% | Reduced |
| Gradient Investments LLC | 172 | $826 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 184 | $883 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 252 | $1.21K | 0.00% | +251+25,100.0% | Added |
| Glass Jacobson Investment Advisors llc | 290 | $1.39K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 310 | $1.49K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 317 | $1.52K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 332 | $1.59K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 354 | $1.70K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 378 | $1.81K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 333 | $2.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 418 | $2.00K | 0.00% | +165+65.2% | Added |
| BNP Paribas Arbitrage, SA | 479 | $2.30K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 518 | $2.49K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 547 | $2.63K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 566 | $2.71K | 0.00% | +27+5.0% | Added |
| Russell Investments Group, Ltd. | 619 | $2.97K | 0.00% | −27,429−97.8% | Reduced |
| Atlantic Trust, LLC | 628 | $3.02K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 728 | $3.49K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 743 | $3.56K | 0.00% | +20+2.8% | Added |
| Bell Investment Advisors, Inc | 766 | $3.68K | 0.00% | −149−16.3% | Reduced |
| EverSource Wealth Advisors, LLC | 868 | $4.17K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 934 | $4.42K | 0.00% | −123,952−99.3% | Reduced |
| Private Ocean, LLC | 964 | $4.63K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 970 | $4.66K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,013 | $4.86K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 1,144 | $5.49K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,322 | $6.35K | 0.00% | +406+44.3% | Added |
| Fifth Third Bancorp | 1,699 | $8.15K | 0.00% | −960−36.1% | Reduced |
| Zions Bancorporation, N.A. | 1,707 | $8.19K | 0.00% | +254+17.5% | Added |
| Ronald Blue Trust, Inc. | 1,773 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,994 | $10.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 2,461 | $12.0K | 0.00% | +829+50.8% | Added |
| Tower Research Capital LLC (TRC) | 2,745 | $13.2K | 0.00% | −7,553−73.3% | Reduced |
| Umb Bank N A | 3,078 | $14.8K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 4,765 | $22.9K | 0.00% | −287−5.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 5,000 | $24.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 5,000 | $24.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 5,164 | $24.7K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 5,230 | $25.1K | 0.00% | −2,500−32.3% | Reduced |
| CKW Financial Group | 5,900 | $28.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 6,706 | $32.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 8,201 | $39.4K | 0.00% | +4,851+144.8% | Added |
| Spire Wealth Management | 8,718 | $41.8K | 0.00% | −230−2.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 9,745 | $46.8K | 0.00% | −249−2.5% | Reduced |
| Five Oceans Advisors | 10,143 | $48.7K | 0.03% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 10,581 | $51.0K | 0.00% | +207+2.0% | Added |
| Relative Value Partners Group, LLC | 11,000 | $52.8K | 0.00% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 11,049 | $53.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 11,484 | $55.0K | 0.00% | +8,371+268.9% | Added |
| Moreno Evelyn V | 11,691 | $56.1K | 0.01% | 00.0% | Unchanged |
| PDS Planning, Inc | 11,732 | $56.3K | 0.01% | +787+7.2% | Added |
| Buckingham Strategic Wealth, LLC | 11,829 | $56.8K | 0.00% | +20.0% | Added |
| Onyx Bridge Wealth Group LLC | 11,935 | $57.3K | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 11,941 | $57.3K | 0.00% | +11,941 | New |
| Axxcess Wealth Management, LLC | 12,160 | $58.4K | 0.00% | +12,160 | New |
| Capital Asset Advisory Services LLC | 12,125 | $59.5K | 0.00% | +1,529+14.4% | Added |
| Marathon Capital Management | 13,326 | $64.0K | 0.02% | −90,763−87.2% | Reduced |
| State Street Corp | 13,395 | $64.3K | 0.00% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 13,458 | $64.6K | 0.01% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 13,484 | $64.7K | 0.00% | −8,500−38.7% | Reduced |
| Henry James International Management, Inc. | 14,165 | $68.0K | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 14,520 | $69.7K | 0.01% | +49+0.3% | Added |
| Capricorn Fund Managers Ltd | 14,600 | $70.1K | 0.02% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 15,049 | $72.2K | 0.01% | +85+0.6% | Added |
| Parallel Advisors, LLC | 15,077 | $72.4K | 0.00% | +1,040+7.4% | Added |
| Ground Swell Capital, LLC | 15,252 | $73.2K | 0.12% | +15,252 | New |
| Prime Capital Investment Advisors, LLC | 15,325 | $73.6K | 0.00% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 15,417 | $74.0K | 0.01% | −3,605−19.0% | Reduced |
| UBS Group AG | 15,923 | $76.4K | 0.00% | −5,346−25.1% | Reduced |
| Forum Financial Management, LP | 16,019 | $76.9K | 0.00% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 16,135 | $77.4K | 0.00% | +861+5.6% | Added |
| Sequoia Financial Advisors, LLC | 16,544 | $79.4K | 0.00% | −3,235−16.4% | Reduced |
| Strategic Financial Concepts, LLC | 17,008 | $81.6K | 0.03% | +17,008 | New |
| Franklin Street Advisors Inc | 17,551 | $84.0K | 0.01% | 00.0% | Unchanged |
| Glenview Trust Co | 17,828 | $85.6K | 0.00% | +6,267+54.2% | Added |
| Syon Capital LLC | 18,370 | $88.2K | 0.01% | +18,370 | New |
| Clarius Group, LLC | 19,400 | $93.1K | 0.01% | +19,400 | New |
| Deutsche Bank AG | 19,691 | $94.5K | 0.00% | −9,310−32.1% | Reduced |
| Glenmede Trust Co NA | 20,079 | $96.4K | 0.00% | −7,492−27.2% | Reduced |
| Brinker Capital Investments, LLC | 20,107 | $96.5K | 0.00% | −3,742−15.7% | Reduced |
| Orion Portfolio Solutions, LLC | 20,107 | $96.5K | 0.00% | −3,742−15.7% | Reduced |
| AE Wealth Management LLC | 20,737 | $99.5K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 22,170 | $106.0K | 0.00% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 22,359 | $107.3K | 0.03% | +292+1.3% | Added |
| NBC Securities, Inc. | 22,853 | $109.0K | 0.01% | +22,853 | New |
| HSBC Holdings PLC | 24,000 | $115.2K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 24,372 | $117.0K | 0.00% | +925+3.9% | Added |
| Lake Street Advisors Group, LLC | 24,616 | $118.0K | 0.01% | −878−3.4% | Reduced |
| Captrust Financial Advisors | 25,129 | $120.6K | 0.00% | +10,842+75.9% | Added |
| CAPROCK Group, Inc. | 25,775 | $123.7K | 0.01% | +3,045+13.4% | Added |
| BFSG, LLC | 29,051 | $139.0K | 0.02% | +29,051 | New |