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 2023
Institutional positions in Aegon Ltd. as of Dec 31, 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
- 215
- +36 vs. Q3 2023
- Shares held
- 181.7M
- −1.82M (−1.0%) vs. Q3 2023
- Total value
- $1.05B
- +$165.6M (+18.8%) vs. Q3 2023
- New holders
- 55
- 53 more added
- Sold out
- 19
- 55 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Aegon Ltd.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dodge & Cox | 124,975,717 | $719.9M | 0.46% | −560,100−0.4% | Reduced |
| Wellington Management Group LLP | 13,476,076 | $77.6M | 0.01% | −1,904,479−12.4% | Reduced |
| Morgan Stanley | 6,253,839 | $36.0M | 0.00% | −84,798−1.3% | Reduced |
| BlackRock Inc. | 5,093,997 | $29.3M | 0.00% | +52,912+1.0% | Added |
| Dimensional Fund Advisors LP | 4,507,076 | $26.0M | 0.01% | +4,507,076 | New |
| Goldman Sachs Group Inc | 4,140,423 | $23.8M | 0.01% | +389,582+10.4% | Added |
| Optiver Holding B.V. | 2,340,559 | $13.5M | 0.40% | −775,948−24.9% | Reduced |
| Brandes Investment Partners, LP | 1,922,545 | $11.1M | 0.17% | +601,003+45.5% | Added |
| Grace & White Inc | 1,646,899 | $9.49M | 1.66% | −35,354−2.1% | Reduced |
| Private Management Group Inc | 1,480,267 | $8.53M | 0.33% | −2,251,862−60.3% | Reduced |
| Summit Global Investments | 1,035,242 | $5.96M | 0.39% | 00.0% | Unchanged |
| Northern Trust Corp | 760,002 | $4.38M | 0.00% | +3,162+0.4% | Added |
| American Century Companies Inc | 732,270 | $4.22M | 0.00% | +22,126+3.1% | Added |
| Point72 Europe (London) LLP | 714,949 | $4.12M | 0.52% | +714,949 | New |
| Wells Fargo & Company | 615,842 | $3.55M | 0.00% | +102,853+20.0% | Added |
| The PNC Financial Services Group, Inc. | 597,598 | $3.44M | 0.00% | −2,906−0.5% | Reduced |
| CIBC World Markets Inc. | 521,517 | $3.00M | 0.01% | −26,453−4.8% | Reduced |
| Citadel Advisors LLC | 518,450 | $2.99M | 0.00% | +518,366+617,102.4% | Added |
| SEI Investments Co | 500,330 | $2.88M | 0.00% | −295−0.1% | Reduced |
| US Bancorp | 381,020 | $2.19M | 0.00% | +12,841+3.5% | Added |
| Stifel Financial Corp | 347,684 | $2.00M | 0.00% | −8,724−2.4% | Reduced |
| Old Mission Capital LLC | 343,387 | $1.98M | 0.06% | +203,398+145.3% | Added |
| Bank of America Corp | 324,901 | $1.87M | 0.00% | −20,021−5.8% | Reduced |
| HighTower Advisors, LLC | 308,554 | $1.78M | 0.00% | +308,554 | New |
| Ethic Inc. | 301,204 | $1.73M | 0.05% | +44,807+17.5% | Added |
| Point72 Asset Management, L.P. | 290,600 | $1.67M | 0.01% | +290,600 | New |
| Millennium Management LLC | 286,822 | $1.65M | 0.00% | −1,309,760−82.0% | Reduced |
| Envestnet Asset Management Inc | 262,712 | $1.51M | 0.00% | +262,712 | New |
| Creative Planning | 257,224 | $1.48M | 0.00% | +25,702+11.1% | Added |
| Cubist Systematic Strategies, LLC | 247,809 | $1.43M | 0.02% | +165,306+200.4% | Added |
| Natixis Advisors, L.P. | 236,658 | $1.36M | 0.00% | −6,010−2.5% | Reduced |
| Royal Bank of Canada | 222,766 | $1.28M | 0.00% | −5,979−2.6% | Reduced |
| New York State Common Retirement Fund | 212,164 | $1.22M | 0.00% | −38,063−15.2% | Reduced |
| Wetherby Asset Management Inc | 207,450 | $1.19M | 0.06% | +527+0.3% | Added |
| LPL Financial LLC | 173,573 | $999.8K | 0.00% | +89,026+105.3% | Added |
| Vanguard Group Inc | 171,398 | $987.3K | 0.00% | 00.0% | Unchanged |
| Greenleaf Trust | 154,168 | $888.0K | 0.01% | +360.0% | Added |
| Hantz Financial Services, Inc. | 151,541 | $873.0K | 0.02% | −4,321−2.8% | Reduced |
| GTS Securities LLC | 148,333 | $854.4K | 0.02% | +148,333 | New |
| Mariner, LLC | 145,637 | $838.9K | 0.00% | +8,242+6.0% | Added |
| Vident Advisory, LLC | 139,673 | $804.5K | 0.02% | +500.0% | Added |
| FMR LLC | 130,900 | $754.0K | 0.00% | +12,451+10.5% | Added |
| National Bank of Canada | 126,584 | $724.7K | 0.00% | +125,650+13,452.9% | Added |
| Signaturefd, LLC | 122,947 | $708.2K | 0.02% | +9,027+7.9% | Added |
| Crossmark Global Holdings, Inc. | 120,805 | $695.0K | 0.01% | +282+0.2% | Added |
| Bank of New York Mellon Corp | 111,291 | $641.0K | 0.00% | +9,989+9.9% | Added |
| CI Private Wealth, LLC | 109,130 | $628.6K | 0.00% | +16,430+17.7% | Added |
| O'Shaughnessy Asset Management, LLC | 106,665 | $614.4K | 0.01% | +106,665 | New |
| Renaissance Technologies LLC | 98,743 | $569.0K | 0.00% | −333,753−77.2% | Reduced |
| Wealthstar Advisors, LLC | 92,669 | $533.8K | 0.20% | +35,411+61.8% | Added |
| Veriti Management LLC | 91,402 | $526.5K | 0.05% | −541−0.6% | Reduced |
| Rhumbline Advisers | 90,691 | $522.4K | 0.00% | +2,259+2.6% | Added |
| Legacy Wealth Asset Management, LLC | 89,978 | $518.3K | 0.17% | +89,978 | New |
| Schechter Investment Advisors, LLC | 89,758 | $517.0K | 0.04% | −9,473−9.5% | Reduced |
| Cerity Partners LLC | 87,416 | $503.5K | 0.00% | +9,123+11.7% | Added |
| JustInvest LLC | 85,770 | $494.0K | 0.01% | +776+0.9% | Added |
| Graham Capital Management, L.P. | 84,556 | $487.0K | 0.02% | +84,556 | New |
| QRG Capital Management, Inc. | 83,289 | $479.7K | 0.01% | +83,289 | New |
| Voloridge Investment Management, LLC | 79,376 | $457.2K | 0.00% | +79,376 | New |
| SG Americas Securities, LLC | 76,596 | $441.0K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 72,876 | $419.8K | 0.00% | +944+1.3% | Added |
| Mercer Global Advisors Inc | 72,146 | $416.0K | 0.00% | +72,146 | New |
| Truist Financial Corp | 72,159 | $415.6K | 0.00% | +302+0.4% | Added |
| Highland Capital Management, LLC | 71,038 | $409.2K | 0.03% | −1,400−1.9% | Reduced |
| Ameriprise Financial Inc | 70,148 | $404.1K | 0.00% | −7,163−9.3% | Reduced |
| Bank of Montreal | 69,169 | $400.5K | 0.00% | +1,361+2.0% | Added |
| XTX Topco Ltd | 69,004 | $397.5K | 0.09% | +69,004 | New |
| Kestra Advisory Services, LLC | 67,614 | $389.5K | 0.00% | −260−0.4% | Reduced |
| Miller Investment Management, LP | 57,015 | $328.4K | 0.05% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 56,138 | $323.0K | 0.00% | −52,443−48.3% | Reduced |
| Comerica Bank | 52,515 | $302.5K | 0.00% | +52,515 | New |
| Stock Yards Bank & Trust Co | 51,966 | $299.3K | 0.01% | +1,448+2.9% | Added |
| Ritholtz Wealth Management | 51,797 | $298.4K | 0.01% | −136−0.3% | Reduced |
| Ellevest, Inc. | 51,212 | $295.0K | 0.02% | +51,212 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 45,710 | $263.3K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 45,436 | $262.0K | 0.00% | −10,855−19.3% | Reduced |
| Ballentine Partners, LLC | 45,300 | $260.9K | 0.01% | +45,300 | New |
| Wade G W & Inc | 43,933 | $253.0K | 0.01% | −17,975−29.0% | Reduced |
| Quadrant Capital Group LLC | 43,251 | $249.1K | 0.02% | +4,442+11.4% | Added |
| Emergent Wealth Advisors, LLC | 42,000 | $241.9K | 0.23% | +42,000 | New |
| Evergreen Capital Management LLC | 41,763 | $240.6K | 0.01% | −1,200−2.8% | Reduced |
| Engineers Gate Manager LP | 40,975 | $236.0K | 0.01% | −5,330−11.5% | Reduced |
| Franklin Resources Inc | 40,625 | $234.0K | 0.00% | +40,625 | New |
| Cresset Asset Management, LLC | 39,500 | $227.5K | 0.00% | +1,294+3.4% | Added |
| Ar Asset Management Inc | 36,691 | $211.0K | 0.06% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 34,897 | $201.0K | 0.01% | −4,855−12.2% | Reduced |
| Oppenheimer Asset Management Inc. | 32,455 | $186.9K | 0.00% | +300+0.9% | Added |
| Yousif Capital Management, LLC | 32,375 | $186.5K | 0.00% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 31,831 | $183.3K | 0.00% | +31,831 | New |
| Strategic Financial Concepts, LLC | 30,377 | $175.0K | 0.10% | +13,369+78.6% | Added |
| Atria Wealth Solutions, Inc. | 30,021 | $172.9K | 0.00% | +30,021 | New |
| RBF Capital, LLC | 30,000 | $172.8K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group Ltd. | 30,000 | $172.8K | 0.04% | 00.0% | Unchanged |
| Macquarie Group Ltd | 28,238 | $163.0K | 0.00% | −6,564−18.9% | Reduced |
| BCJ Capital Management, LLC | 27,391 | $157.8K | 0.01% | +27,391 | New |
| Pathstone Holdings, LLC | 25,484 | $153.9K | 0.00% | +25,484 | New |
| Captrust Financial Advisors | 25,032 | $144.2K | 0.00% | −97−0.4% | Reduced |
| Lake Street Advisors Group, LLC | 24,615 | $141.8K | 0.01% | −10.0% | Reduced |
| HSBC Holdings PLC | 24,000 | $138.2K | 0.00% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 23,944 | $137.9K | 0.01% | −1,831−7.1% | Reduced |