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 |
|---|---|---|---|---|---|
| Sequoia Financial Advisors, LLC | 16,544 | $79.4K | 0.00% | −3,235−16.4% | Reduced |
| TownSquare Capital, LLC | 16,135 | $77.4K | 0.00% | +861+5.6% | Added |
| Forum Financial Management, LP | 16,019 | $76.9K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 15,923 | $76.4K | 0.00% | −5,346−25.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 15,417 | $74.0K | 0.01% | −3,605−19.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 15,325 | $73.6K | 0.00% | 00.0% | Unchanged |
| Ground Swell Capital, LLC | 15,252 | $73.2K | 0.12% | +15,252 | New |
| Parallel Advisors, LLC | 15,077 | $72.4K | 0.00% | +1,040+7.4% | Added |
| Vista Wealth Management Group, LLC | 15,049 | $72.2K | 0.01% | +85+0.6% | Added |
| Capricorn Fund Managers Ltd | 14,600 | $70.1K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 14,520 | $69.7K | 0.01% | +49+0.3% | Added |
| Henry James International Management, Inc. | 14,165 | $68.0K | 0.03% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 13,484 | $64.7K | 0.00% | −8,500−38.7% | Reduced |
| FourThought Financial Partners, LLC | 13,458 | $64.6K | 0.01% | 00.0% | Unchanged |
| State Street Corp | 13,395 | $64.3K | 0.00% | 00.0% | Unchanged |
| Marathon Capital Management | 13,326 | $64.0K | 0.02% | −90,763−87.2% | Reduced |
| Capital Asset Advisory Services LLC | 12,125 | $59.5K | 0.00% | +1,529+14.4% | Added |
| Axxcess Wealth Management, LLC | 12,160 | $58.4K | 0.00% | +12,160 | New |
| Wealth Enhancement Advisory Services, LLC | 11,941 | $57.3K | 0.00% | +11,941 | New |
| Onyx Bridge Wealth Group LLC | 11,935 | $57.3K | 0.01% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 11,829 | $56.8K | 0.00% | +20.0% | Added |
| PDS Planning, Inc | 11,732 | $56.3K | 0.01% | +787+7.2% | Added |
| Moreno Evelyn V | 11,691 | $56.1K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 11,484 | $55.0K | 0.00% | +8,371+268.9% | Added |
| Raymond James Trust N.A. | 11,049 | $53.0K | 0.00% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 11,000 | $52.8K | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 10,581 | $51.0K | 0.00% | +207+2.0% | Added |
| Five Oceans Advisors | 10,143 | $48.7K | 0.03% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 9,745 | $46.8K | 0.00% | −249−2.5% | Reduced |
| Spire Wealth Management | 8,718 | $41.8K | 0.00% | −230−2.6% | Reduced |
| Allworth Financial LP | 8,201 | $39.4K | 0.00% | +4,851+144.8% | Added |
| Tradition Wealth Management, LLC | 6,706 | $32.0K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 5,900 | $28.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 5,230 | $25.1K | 0.00% | −2,500−32.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,164 | $24.7K | 0.00% | 00.0% | Unchanged |
| 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 |
| Citigroup Inc | 4,765 | $22.9K | 0.00% | −287−5.7% | Reduced |
| Umb Bank N A | 3,078 | $14.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,745 | $13.2K | 0.00% | −7,553−73.3% | Reduced |
| CWM, LLC | 2,461 | $12.0K | 0.00% | +829+50.8% | Added |
| Tyler-Stone Wealth Management | 1,994 | $10.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,773 | $9.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,707 | $8.19K | 0.00% | +254+17.5% | Added |
| Fifth Third Bancorp | 1,699 | $8.15K | 0.00% | −960−36.1% | Reduced |
| Group One Trading, L.P. | 1,322 | $6.35K | 0.00% | +406+44.3% | Added |
| Central Trust Co | 1,144 | $5.49K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,013 | $4.86K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 970 | $4.66K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 964 | $4.63K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 934 | $4.42K | 0.00% | −123,952−99.3% | Reduced |
| EverSource Wealth Advisors, LLC | 868 | $4.17K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 766 | $3.68K | 0.00% | −149−16.3% | Reduced |
| SRS Capital Advisors, Inc. | 743 | $3.56K | 0.00% | +20+2.8% | Added |
| Pinnacle Bancorp, Inc. | 728 | $3.49K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 628 | $3.02K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 619 | $2.97K | 0.00% | −27,429−97.8% | Reduced |
| Kelly Financial Services LLC | 566 | $2.71K | 0.00% | +27+5.0% | Added |
| WR Wealth Planners, LLC | 547 | $2.63K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 518 | $2.49K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 479 | $2.30K | 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 |
| Steward Partners Investment Advisory, LLC | 378 | $1.81K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 354 | $1.70K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 332 | $1.59K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 317 | $1.52K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 310 | $1.49K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 290 | $1.39K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 252 | $1.21K | 0.00% | +251+25,100.0% | Added |
| Anchor Investment Management, LLC | 184 | $883 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 172 | $826 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 171 | $804 | 0.00% | −689−80.1% | Reduced |
| Whittier Trust Co | 117 | $560 | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 84 | $403 | 0.00% | −902,588−100.0% | Reduced |
| AdvisorNet Financial, Inc | 72 | $346 | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 52 | $250 | 0.00% | +52 | New |
| Pacific Center for Financial Services | 36 | $173 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 11 | $53 | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 8 | $39 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 6 | $29 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 0 | $0 | 0.00% | −3,337−100.0% | Sold out |
| Dimensional Fund Advisors LP | 0 | $0 | 0.00% | −4,937,745−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −354,976−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −245,232−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −193,814−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −131,268−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −100,683−100.0% | Sold out |
| Legacy Wealth Asset Management, LLC | 0 | $0 | 0.00% | −86,867−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −79,661−100.0% | Sold out |
| Eagle Asset Management Inc | 0 | $0 | 0.00% | −77,048−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −65,322−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −55,383−100.0% | Sold out |
| Ballentine Partners, LLC | 0 | $0 | 0.00% | −41,276−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −39,566−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −32,150−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −30,377−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −30,271−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −29,507−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −21,822−100.0% | Sold out |