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 |
|---|---|---|---|---|---|
| Eqis Capital Management, Inc. | 23,838 | $137.3K | 0.01% | +23,838 | New |
| Prime Capital Investment Advisors, LLC | 22,817 | $131.4K | 0.00% | +7,492+48.9% | Added |
| NBC Securities, Inc. | 22,820 | $131.0K | 0.01% | −33−0.1% | Reduced |
| Jane Street Group, LLC | 22,586 | $130.1K | 0.00% | −101,361−81.8% | Reduced |
| Glenmede Trust Co NA | 22,534 | $129.8K | 0.00% | +2,455+12.2% | Added |
| Principal Street Partners, LLC | 22,469 | $129.4K | 0.03% | −22,135−49.6% | Reduced |
| Sage Rhino Capital LLC | 22,437 | $129.2K | 0.03% | +78+0.3% | Added |
| AE Wealth Management LLC | 20,737 | $124.6K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 20,508 | $118.1K | 0.00% | −16,160−44.1% | Reduced |
| Sequoia Financial Advisors, LLC | 19,779 | $113.9K | 0.00% | +3,235+19.6% | Added |
| Deutsche Bank AG | 19,691 | $113.4K | 0.00% | 00.0% | Unchanged |
| Clarius Group, LLC | 19,400 | $111.7K | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 19,351 | $111.0K | 0.00% | −2,819−12.7% | Reduced |
| Brinker Capital Investments, LLC | 18,744 | $108.7K | 0.00% | −1,363−6.8% | Reduced |
| Orion Portfolio Solutions, LLC | 18,744 | $108.7K | 0.00% | −1,363−6.8% | Reduced |
| Syon Capital LLC | 18,587 | $107.1K | 0.01% | +217+1.2% | Added |
| JPMorgan Chase & Co | 17,858 | $102.9K | 0.00% | −6,514−26.7% | Reduced |
| TownSquare Capital, LLC | 17,847 | $102.8K | 0.00% | +1,712+10.6% | Added |
| Parallel Advisors, LLC | 17,603 | $101.4K | 0.00% | +2,526+16.8% | Added |
| Franklin Street Advisors Inc | 17,551 | $101.0K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 17,397 | $100.2K | 0.00% | +1,474+9.3% | Added |
| Institute for Wealth Management, LLC. | 16,981 | $97.8K | 0.02% | +16,981 | New |
| Forum Financial Management, LP | 16,019 | $92.3K | 0.00% | 00.0% | Unchanged |
| Glenview Trust Co | 15,828 | $91.2K | 0.00% | −2,000−11.2% | Reduced |
| Vista Wealth Management Group, LLC | 15,142 | $87.2K | 0.01% | +93+0.6% | Added |
| Lindbrook Capital, LLC | 14,637 | $84.3K | 0.01% | +117+0.8% | Added |
| Boit C F David | 14,695 | $83.2K | 0.05% | +14,695 | New |
| Oppenheimer & Co Inc | 13,584 | $78.2K | 0.00% | +100+0.7% | Added |
| Checchi Capital Advisers, LLC | 13,581 | $78.2K | 0.01% | +13,581 | New |
| FourThought Financial Partners, LLC | 13,458 | $77.5K | 0.01% | 00.0% | Unchanged |
| State Street Corp | 13,395 | $77.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 12,315 | $70.9K | 0.00% | +9,570+348.6% | Added |
| Buckingham Strategic Wealth, LLC | 12,143 | $69.9K | 0.00% | +314+2.7% | Added |
| Advisor Resource Council | 12,055 | $69.4K | 0.01% | +12,055 | New |
| Guggenheim Capital LLC | 11,958 | $68.9K | 0.00% | +11,958 | New |
| Wealth Enhancement Advisory Services, LLC | 11,903 | $68.6K | 0.00% | −38−0.3% | Reduced |
| Cetera Advisor Networks LLC | 11,810 | $68.0K | 0.00% | +11,810 | New |
| Moreno Evelyn V | 11,691 | $67.3K | 0.03% | 00.0% | Unchanged |
| Optas, LLC | 11,290 | $65.0K | 0.02% | +11,290 | New |
| Raymond James Trust N.A. | 11,049 | $63.6K | 0.00% | 00.0% | Unchanged |
| PDS Planning, Inc | 10,945 | $63.0K | 0.01% | −787−6.7% | Reduced |
| Camden Capital, LLC | 10,737 | $61.8K | 0.01% | +10,737 | New |
| Relative Value Partners Group, LLC | 10,500 | $60.5K | 0.00% | −500−4.5% | Reduced |
| M&T Bank Corp | 10,415 | $60.2K | 0.00% | +10,415 | New |
| Bokf, NA | 10,254 | $59.1K | 0.00% | +10,254 | New |
| Hennion & Walsh Asset Management, Inc. | 10,253 | $59.1K | 0.00% | +10,253 | New |
| 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 |
| Five Oceans Advisors | 10,143 | $58.4K | 0.03% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 12,069 | $58.0K | 0.00% | +10,296+580.7% | Added |
| Susquehanna International Group, LLP | 10,054 | $57.9K | 0.00% | −38,620−79.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 9,750 | $56.2K | 0.00% | +5+0.1% | Added |
| Allworth Financial LP | 8,201 | $47.2K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 6,706 | $39.0K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 5,900 | $34.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 5,230 | $30.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 5,164 | $29.7K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 5,000 | $29.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 5,000 | $28.9K | 0.00% | 00.0% | Unchanged |
| 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 |
| Bell Investment Advisors, Inc | 4,301 | $24.8K | 0.01% | +3,535+461.5% | Added |
| Massmutual Trust Co FSB | 3,658 | $21.1K | 0.00% | +3,658 | New |
| Glassman Wealth Services | 3,526 | $20.3K | 0.00% | +3,526 | New |
| Proequities, Inc. | 2,982 | $17.2K | 0.00% | +2,982 | New |
| Umb Bank N A | 2,729 | $15.7K | 0.00% | −349−11.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,380 | $13.8K | 0.00% | +2,380 | New |
| GWM Advisors LLC | 2,286 | $13.2K | 0.00% | +2,280+38,000.0% | Added |
| Advisory Services Network, LLC | 2,162 | $12.5K | 0.00% | +2,162 | New |
| CWM, LLC | 2,163 | $12.0K | 0.00% | −298−12.1% | Reduced |
| Tyler-Stone Wealth Management | 1,994 | $11.5K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,907 | $11.0K | 0.00% | +1,907 | New |
| Zions Bancorporation, N.A. | 1,707 | $9.83K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,699 | $9.79K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,499 | $8.63K | 0.00% | +1,499 | New |
| Wetzel Investment Advisors, Inc. | 1,330 | $8.00K | 0.00% | +1,330 | New |
| Group One Trading, L.P. | 1,222 | $7.04K | 0.00% | −100−7.6% | Reduced |
| EverSource Wealth Advisors, LLC | 1,209 | $6.96K | 0.00% | +341+39.3% | Added |
| TD Waterhouse Canada Inc. | 1,200 | $6.83K | 0.00% | +1,200 | New |
| GAMMA Investing LLC | 1,180 | $6.82K | 0.00% | +1,180 | New |
| Central Trust Co | 1,144 | $6.59K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,013 | $5.83K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 964 | $5.55K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 671 | $3.86K | 0.00% | +671 | New |
| Atlantic Trust, LLC | 628 | $3.62K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 578 | $3.33K | 0.00% | +578 | New |
| Kelly Financial Services LLC | 566 | $3.26K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 518 | $2.98K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 400 | $2.30K | 0.00% | +400 | New |
| Steward Partners Investment Advisory, LLC | 378 | $2.18K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 369 | $2.13K | 0.00% | +369 | New |
| Rothschild Investment LLC | 360 | $2.07K | 0.00% | +360 | New |
| St. Johns Investment Management Company, LLC | 354 | $2.04K | 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 |
| JJJ Advisors Inc. | 332 | $1.91K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 317 | $1.83K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 290 | $1.67K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 201 | $1.16K | 0.00% | +201 | New |
| Anchor Investment Management, LLC | 184 | $1.06K | 0.00% | 00.0% | Unchanged |