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 |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $5 | 0.00% | −251−99.6% | Reduced |
| Cedar Mountain Advisors, LLC | 2 | $12 | 0.00% | +2 | New |
| Lee Financial Co | 8 | $47 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 11 | $64 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 36 | $208 | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 52 | $300 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 72 | $415 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 84 | $484 | 0.00% | +84 | New |
| PSI Advisors, LLC | 100 | $576 | 0.00% | +100 | New |
| Whittier Trust Co | 117 | $672 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 144 | $830 | 0.00% | −599−80.6% | Reduced |
| Global Retirement Partners, LLC | 171 | $990 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 172 | $991 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 184 | $1.06K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 184 | $1.06K | 0.00% | +184 | New |
| Jones Financial Companies LLLP | 201 | $1.16K | 0.00% | +201 | New |
| Glass Jacobson Investment Advisors llc | 290 | $1.67K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 317 | $1.83K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 332 | $1.91K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 418 | $2.00K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 333 | $2.00K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 354 | $2.04K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 360 | $2.07K | 0.00% | +360 | New |
| Bruce G. Allen Investments, LLC | 369 | $2.13K | 0.00% | +369 | New |
| Steward Partners Investment Advisory, LLC | 378 | $2.18K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 400 | $2.30K | 0.00% | +400 | New |
| JFS Wealth Advisors, LLC | 518 | $2.98K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 566 | $3.26K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 578 | $3.33K | 0.00% | +578 | New |
| Atlantic Trust, LLC | 628 | $3.62K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 671 | $3.86K | 0.00% | +671 | New |
| Private Ocean, LLC | 964 | $5.55K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,013 | $5.83K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 1,144 | $6.59K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,180 | $6.82K | 0.00% | +1,180 | New |
| TD Waterhouse Canada Inc. | 1,200 | $6.83K | 0.00% | +1,200 | New |
| EverSource Wealth Advisors, LLC | 1,209 | $6.96K | 0.00% | +341+39.3% | Added |
| Group One Trading, L.P. | 1,222 | $7.04K | 0.00% | −100−7.6% | Reduced |
| Wetzel Investment Advisors, Inc. | 1,330 | $8.00K | 0.00% | +1,330 | New |
| Principal Securities, Inc. | 1,499 | $8.63K | 0.00% | +1,499 | New |
| Fifth Third Bancorp | 1,699 | $9.79K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,707 | $9.83K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,907 | $11.0K | 0.00% | +1,907 | New |
| Tyler-Stone Wealth Management | 1,994 | $11.5K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 2,163 | $12.0K | 0.00% | −298−12.1% | Reduced |
| Advisory Services Network, LLC | 2,162 | $12.5K | 0.00% | +2,162 | New |
| GWM Advisors LLC | 2,286 | $13.2K | 0.00% | +2,280+38,000.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,380 | $13.8K | 0.00% | +2,380 | New |
| Umb Bank N A | 2,729 | $15.7K | 0.00% | −349−11.3% | Reduced |
| Proequities, Inc. | 2,982 | $17.2K | 0.00% | +2,982 | New |
| Glassman Wealth Services | 3,526 | $20.3K | 0.00% | +3,526 | New |
| Massmutual Trust Co FSB | 3,658 | $21.1K | 0.00% | +3,658 | New |
| Bell Investment Advisors, Inc | 4,301 | $24.8K | 0.01% | +3,535+461.5% | Added |
| BFSG, LLC | 4,460 | $25.7K | 0.00% | −24,591−84.6% | Reduced |
| Citigroup Inc | 4,460 | $25.7K | 0.00% | −305−6.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 5,000 | $28.9K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 5,000 | $29.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 5,164 | $29.7K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 5,230 | $30.1K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 5,900 | $34.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 6,706 | $39.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 8,201 | $47.2K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 9,750 | $56.2K | 0.00% | +5+0.1% | Added |
| Susquehanna International Group, LLP | 10,054 | $57.9K | 0.00% | −38,620−79.3% | Reduced |
| Ronald Blue Trust, Inc. | 12,069 | $58.0K | 0.00% | +10,296+580.7% | Added |
| Five Oceans Advisors | 10,143 | $58.4K | 0.03% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 10,236 | $59.0K | 0.00% | −1,889−15.6% | Reduced |
| Axxcess Wealth Management, LLC | 10,236 | $59.0K | 0.00% | −1,924−15.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 10,253 | $59.1K | 0.00% | +10,253 | New |
| Bokf, NA | 10,254 | $59.1K | 0.00% | +10,254 | New |
| M&T Bank Corp | 10,415 | $60.2K | 0.00% | +10,415 | New |
| Relative Value Partners Group, LLC | 10,500 | $60.5K | 0.00% | −500−4.5% | Reduced |
| Camden Capital, LLC | 10,737 | $61.8K | 0.01% | +10,737 | New |
| PDS Planning, Inc | 10,945 | $63.0K | 0.01% | −787−6.7% | Reduced |
| Raymond James Trust N.A. | 11,049 | $63.6K | 0.00% | 00.0% | Unchanged |
| Optas, LLC | 11,290 | $65.0K | 0.02% | +11,290 | New |
| Moreno Evelyn V | 11,691 | $67.3K | 0.03% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 11,810 | $68.0K | 0.00% | +11,810 | New |
| Wealth Enhancement Advisory Services, LLC | 11,903 | $68.6K | 0.00% | −38−0.3% | Reduced |
| Guggenheim Capital LLC | 11,958 | $68.9K | 0.00% | +11,958 | New |
| Advisor Resource Council | 12,055 | $69.4K | 0.01% | +12,055 | New |
| Buckingham Strategic Wealth, LLC | 12,143 | $69.9K | 0.00% | +314+2.7% | Added |
| Tower Research Capital LLC (TRC) | 12,315 | $70.9K | 0.00% | +9,570+348.6% | Added |
| State Street Corp | 13,395 | $77.2K | 0.00% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 13,458 | $77.5K | 0.01% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 13,581 | $78.2K | 0.01% | +13,581 | New |
| Oppenheimer & Co Inc | 13,584 | $78.2K | 0.00% | +100+0.7% | Added |
| Boit C F David | 14,695 | $83.2K | 0.05% | +14,695 | New |
| Lindbrook Capital, LLC | 14,637 | $84.3K | 0.01% | +117+0.8% | Added |
| Vista Wealth Management Group, LLC | 15,142 | $87.2K | 0.01% | +93+0.6% | Added |
| Glenview Trust Co | 15,828 | $91.2K | 0.00% | −2,000−11.2% | Reduced |
| Forum Financial Management, LP | 16,019 | $92.3K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 16,981 | $97.8K | 0.02% | +16,981 | New |
| UBS Group AG | 17,397 | $100.2K | 0.00% | +1,474+9.3% | Added |
| Franklin Street Advisors Inc | 17,551 | $101.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 17,603 | $101.4K | 0.00% | +2,526+16.8% | Added |
| TownSquare Capital, LLC | 17,847 | $102.8K | 0.00% | +1,712+10.6% | Added |
| JPMorgan Chase & Co | 17,858 | $102.9K | 0.00% | −6,514−26.7% | Reduced |
| Syon Capital LLC | 18,587 | $107.1K | 0.01% | +217+1.2% | Added |
| Brinker Capital Investments, LLC | 18,744 | $108.7K | 0.00% | −1,363−6.8% | Reduced |