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 |
|---|---|---|---|---|---|
| Orion Portfolio Solutions, LLC | 18,744 | $108.7K | 0.00% | −1,363−6.8% | Reduced |
| Janney Montgomery Scott LLC | 19,351 | $111.0K | 0.00% | −2,819−12.7% | Reduced |
| Clarius Group, LLC | 19,400 | $111.7K | 0.01% | 00.0% | Unchanged |
| Deutsche Bank AG | 19,691 | $113.4K | 0.00% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 19,779 | $113.9K | 0.00% | +3,235+19.6% | Added |
| Advisor Group Holdings, Inc. | 20,508 | $118.1K | 0.00% | −16,160−44.1% | Reduced |
| AE Wealth Management LLC | 20,737 | $124.6K | 0.00% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 22,437 | $129.2K | 0.03% | +78+0.3% | Added |
| Principal Street Partners, LLC | 22,469 | $129.4K | 0.03% | −22,135−49.6% | Reduced |
| Glenmede Trust Co NA | 22,534 | $129.8K | 0.00% | +2,455+12.2% | Added |
| Jane Street Group, LLC | 22,586 | $130.1K | 0.00% | −101,361−81.8% | Reduced |
| NBC Securities, Inc. | 22,820 | $131.0K | 0.01% | −33−0.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 22,817 | $131.4K | 0.00% | +7,492+48.9% | Added |
| Eqis Capital Management, Inc. | 23,838 | $137.3K | 0.01% | +23,838 | New |
| CAPROCK Group, Inc. | 23,944 | $137.9K | 0.01% | −1,831−7.1% | Reduced |
| HSBC Holdings PLC | 24,000 | $138.2K | 0.00% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 24,615 | $141.8K | 0.01% | −10.0% | Reduced |
| Captrust Financial Advisors | 25,032 | $144.2K | 0.00% | −97−0.4% | Reduced |
| Pathstone Holdings, LLC | 25,484 | $153.9K | 0.00% | +25,484 | New |
| BCJ Capital Management, LLC | 27,391 | $157.8K | 0.01% | +27,391 | New |
| Macquarie Group Ltd | 28,238 | $163.0K | 0.00% | −6,564−18.9% | Reduced |
| 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 |
| Atria Wealth Solutions, Inc. | 30,021 | $172.9K | 0.00% | +30,021 | New |
| Strategic Financial Concepts, LLC | 30,377 | $175.0K | 0.10% | +13,369+78.6% | Added |
| United Capital Financial Advisers, LLC | 31,831 | $183.3K | 0.00% | +31,831 | New |
| Yousif Capital Management, LLC | 32,375 | $186.5K | 0.00% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 32,455 | $186.9K | 0.00% | +300+0.9% | Added |
| Cary Street Partner Investment Advisory LLC | 34,897 | $201.0K | 0.01% | −4,855−12.2% | Reduced |
| Ar Asset Management Inc | 36,691 | $211.0K | 0.06% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 39,500 | $227.5K | 0.00% | +1,294+3.4% | Added |
| Franklin Resources Inc | 40,625 | $234.0K | 0.00% | +40,625 | New |
| Engineers Gate Manager LP | 40,975 | $236.0K | 0.01% | −5,330−11.5% | Reduced |
| Evergreen Capital Management LLC | 41,763 | $240.6K | 0.01% | −1,200−2.8% | Reduced |
| Emergent Wealth Advisors, LLC | 42,000 | $241.9K | 0.23% | +42,000 | New |
| Quadrant Capital Group LLC | 43,251 | $249.1K | 0.02% | +4,442+11.4% | Added |
| Wade G W & Inc | 43,933 | $253.0K | 0.01% | −17,975−29.0% | Reduced |
| Ballentine Partners, LLC | 45,300 | $260.9K | 0.01% | +45,300 | New |
| Commonwealth Equity Services, LLC | 45,436 | $262.0K | 0.00% | −10,855−19.3% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 45,710 | $263.3K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 51,212 | $295.0K | 0.02% | +51,212 | New |
| Ritholtz Wealth Management | 51,797 | $298.4K | 0.01% | −136−0.3% | Reduced |
| Stock Yards Bank & Trust Co | 51,966 | $299.3K | 0.01% | +1,448+2.9% | Added |
| Comerica Bank | 52,515 | $302.5K | 0.00% | +52,515 | New |
| Arrowstreet Capital, Limited Partnership | 56,138 | $323.0K | 0.00% | −52,443−48.3% | Reduced |
| Miller Investment Management, LP | 57,015 | $328.4K | 0.05% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 67,614 | $389.5K | 0.00% | −260−0.4% | Reduced |
| XTX Topco Ltd | 69,004 | $397.5K | 0.09% | +69,004 | New |
| Bank of Montreal | 69,169 | $400.5K | 0.00% | +1,361+2.0% | Added |
| Ameriprise Financial Inc | 70,148 | $404.1K | 0.00% | −7,163−9.3% | Reduced |
| Highland Capital Management, LLC | 71,038 | $409.2K | 0.03% | −1,400−1.9% | Reduced |
| Truist Financial Corp | 72,159 | $415.6K | 0.00% | +302+0.4% | Added |
| Mercer Global Advisors Inc | 72,146 | $416.0K | 0.00% | +72,146 | New |
| Charles Schwab Investment Management Inc | 72,876 | $419.8K | 0.00% | +944+1.3% | Added |
| SG Americas Securities, LLC | 76,596 | $441.0K | 0.00% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 79,376 | $457.2K | 0.00% | +79,376 | New |
| QRG Capital Management, Inc. | 83,289 | $479.7K | 0.01% | +83,289 | New |
| Graham Capital Management, L.P. | 84,556 | $487.0K | 0.02% | +84,556 | New |
| JustInvest LLC | 85,770 | $494.0K | 0.01% | +776+0.9% | Added |
| Cerity Partners LLC | 87,416 | $503.5K | 0.00% | +9,123+11.7% | Added |
| Schechter Investment Advisors, LLC | 89,758 | $517.0K | 0.04% | −9,473−9.5% | Reduced |
| Legacy Wealth Asset Management, LLC | 89,978 | $518.3K | 0.17% | +89,978 | New |
| Rhumbline Advisers | 90,691 | $522.4K | 0.00% | +2,259+2.6% | Added |
| Veriti Management LLC | 91,402 | $526.5K | 0.05% | −541−0.6% | Reduced |
| Wealthstar Advisors, LLC | 92,669 | $533.8K | 0.20% | +35,411+61.8% | Added |
| Renaissance Technologies LLC | 98,743 | $569.0K | 0.00% | −333,753−77.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 106,665 | $614.4K | 0.01% | +106,665 | New |
| CI Private Wealth, LLC | 109,130 | $628.6K | 0.00% | +16,430+17.7% | Added |
| Bank of New York Mellon Corp | 111,291 | $641.0K | 0.00% | +9,989+9.9% | Added |
| Crossmark Global Holdings, Inc. | 120,805 | $695.0K | 0.01% | +282+0.2% | Added |
| Signaturefd, LLC | 122,947 | $708.2K | 0.02% | +9,027+7.9% | Added |
| National Bank of Canada | 126,584 | $724.7K | 0.00% | +125,650+13,452.9% | Added |
| FMR LLC | 130,900 | $754.0K | 0.00% | +12,451+10.5% | Added |
| Vident Advisory, LLC | 139,673 | $804.5K | 0.02% | +500.0% | Added |
| Mariner, LLC | 145,637 | $838.9K | 0.00% | +8,242+6.0% | Added |
| GTS Securities LLC | 148,333 | $854.4K | 0.02% | +148,333 | New |
| Hantz Financial Services, Inc. | 151,541 | $873.0K | 0.02% | −4,321−2.8% | Reduced |
| Greenleaf Trust | 154,168 | $888.0K | 0.01% | +360.0% | Added |
| Vanguard Group Inc | 171,398 | $987.3K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 173,573 | $999.8K | 0.00% | +89,026+105.3% | Added |
| Wetherby Asset Management Inc | 207,450 | $1.19M | 0.06% | +527+0.3% | Added |
| New York State Common Retirement Fund | 212,164 | $1.22M | 0.00% | −38,063−15.2% | Reduced |
| Royal Bank of Canada | 222,766 | $1.28M | 0.00% | −5,979−2.6% | Reduced |
| Natixis Advisors, L.P. | 236,658 | $1.36M | 0.00% | −6,010−2.5% | Reduced |
| Cubist Systematic Strategies, LLC | 247,809 | $1.43M | 0.02% | +165,306+200.4% | Added |
| Creative Planning | 257,224 | $1.48M | 0.00% | +25,702+11.1% | Added |
| Envestnet Asset Management Inc | 262,712 | $1.51M | 0.00% | +262,712 | New |
| Millennium Management LLC | 286,822 | $1.65M | 0.00% | −1,309,760−82.0% | Reduced |
| Point72 Asset Management, L.P. | 290,600 | $1.67M | 0.01% | +290,600 | New |
| Ethic Inc. | 301,204 | $1.73M | 0.05% | +44,807+17.5% | Added |
| HighTower Advisors, LLC | 308,554 | $1.78M | 0.00% | +308,554 | New |
| Bank of America Corp | 324,901 | $1.87M | 0.00% | −20,021−5.8% | Reduced |
| Old Mission Capital LLC | 343,387 | $1.98M | 0.06% | +203,398+145.3% | Added |
| Stifel Financial Corp | 347,684 | $2.00M | 0.00% | −8,724−2.4% | Reduced |
| US Bancorp | 381,020 | $2.19M | 0.00% | +12,841+3.5% | Added |
| SEI Investments Co | 500,330 | $2.88M | 0.00% | −295−0.1% | Reduced |
| Citadel Advisors LLC | 518,450 | $2.99M | 0.00% | +518,366+617,102.4% | Added |
| CIBC World Markets Inc. | 521,517 | $3.00M | 0.01% | −26,453−4.8% | Reduced |
| The PNC Financial Services Group, Inc. | 597,598 | $3.44M | 0.00% | −2,906−0.5% | Reduced |
| Wells Fargo & Company | 615,842 | $3.55M | 0.00% | +102,853+20.0% | Added |