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, Q1 2024
Institutional positions in Aegon Ltd. as of Mar 31, 2024. 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
- 220
- +8 vs. Q4 2023
- Shares held
- 174.8M
- −6.85M (−3.8%) vs. Q4 2023
- Total value
- $1.06B
- +$11.3M (+1.1%) vs. Q4 2023
- New holders
- 33
- 68 more added
- Sold out
- 25
- 58 more reduced
3 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Aegon Ltd.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Prime Capital Investment Advisors, LLC | 24,025 | $145.4K | 0.00% | +1,208+5.3% | Added |
| CAPROCK Group, Inc. | 23,796 | $144.0K | 0.01% | −148−0.6% | Reduced |
| Sage Rhino Capital LLC | 22,894 | $138.5K | 0.03% | +457+2.0% | Added |
| Engineers Gate Manager LP | 22,872 | $138.4K | 0.00% | −18,103−44.2% | Reduced |
| Sequoia Financial Advisors, LLC | 21,781 | $131.8K | 0.00% | +2,002+10.1% | Added |
| XTX Topco Ltd | 21,096 | $127.6K | 0.02% | −47,908−69.4% | Reduced |
| AE Wealth Management LLC | 20,284 | $122.7K | 0.00% | −453−2.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 20,098 | $121.6K | 0.01% | +20,098 | New |
| Syon Capital LLC | 19,906 | $120.4K | 0.01% | +1,319+7.1% | Added |
| Deutsche Bank AG | 19,691 | $119.1K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 19,232 | $116.4K | 0.00% | +1,374+7.7% | Added |
| TownSquare Capital, LLC | 19,228 | $116.3K | 0.00% | +1,381+7.7% | Added |
| Parallel Advisors, LLC | 18,766 | $113.5K | 0.00% | +1,163+6.6% | Added |
| Brinker Capital Investments, LLC | 18,372 | $111.2K | 0.00% | −372−2.0% | Reduced |
| Orion Portfolio Solutions, LLC | 18,372 | $111.2K | 0.00% | −372−2.0% | Reduced |
| Cetera Investment Advisers | 17,930 | $108.5K | 0.00% | +17,930 | New |
| Franklin Street Advisors Inc | 17,551 | $106.0K | 0.01% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 17,282 | $104.6K | 0.00% | +5,324+44.5% | Added |
| Northwestern Mutual Wealth Management Co | 17,066 | $103.2K | 0.00% | +7,316+75.0% | Added |
| Clarius Group, LLC | 17,047 | $103.1K | 0.01% | −2,353−12.1% | Reduced |
| Emergent Wealth Advisors, LLC | 16,500 | $99.8K | 0.09% | −25,500−60.7% | Reduced |
| Schechter Investment Advisors, LLC | 16,228 | $98.2K | 0.01% | −73,530−81.9% | Reduced |
| Forum Financial Management, LP | 16,019 | $96.9K | 0.00% | 00.0% | Unchanged |
| Glenview Trust Co | 15,828 | $95.8K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 15,301 | $92.6K | 0.00% | +1,717+12.6% | Added |
| Boit C F David | 14,695 | $91.7K | 0.05% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 15,044 | $91.0K | 0.00% | +2,729+22.2% | Added |
| Vista Wealth Management Group, LLC | 14,875 | $90.0K | 0.01% | −267−1.8% | Reduced |
| AQR Capital Management LLC | 14,647 | $88.6K | 0.00% | +14,647 | New |
| Lindbrook Capital, LLC | 14,637 | $88.6K | 0.01% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 14,354 | $87.0K | 0.00% | +14,354 | New |
| Checchi Capital Advisers, LLC | 13,581 | $82.2K | 0.01% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 13,458 | $81.4K | 0.01% | 00.0% | Unchanged |
| State Street Corp | 13,085 | $79.2K | 0.00% | −310−2.3% | Reduced |
| Janney Montgomery Scott LLC | 13,130 | $79.0K | 0.00% | −6,221−32.1% | Reduced |
| M&T Bank Corp | 13,048 | $78.7K | 0.00% | +2,633+25.3% | Added |
| Buckingham Strategic Wealth, LLC | 12,143 | $73.5K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 12,058 | $73.0K | 0.00% | +155+1.3% | Added |
| Captrust Financial Advisors | 11,777 | $71.3K | 0.00% | −13,255−53.0% | Reduced |
| Two Sigma Securities, LLC | 11,622 | $70.3K | 0.00% | +11,622 | New |
| PDS Planning, Inc | 11,423 | $69.1K | 0.01% | +478+4.4% | Added |
| Squarepoint Ops LLC | 11,345 | $68.6K | 0.00% | +11,345 | New |
| Optas, LLC | 11,119 | $67.3K | 0.02% | −171−1.5% | Reduced |
| Raymond James Trust N.A. | 11,049 | $66.8K | 0.00% | 00.0% | Unchanged |
| Camden Capital, LLC | 10,790 | $65.3K | 0.01% | +53+0.5% | Added |
| RSM US Wealth Management LLC | 10,686 | $64.7K | 0.00% | +10,686 | New |
| Perigon Wealth Management, LLC | 10,524 | $63.7K | 0.00% | +10,524 | New |
| Canopy Partners, LLC | 10,434 | $63.1K | 0.03% | +10,434 | New |
| Boston Private Wealth LLC | 10,286 | $62.2K | 0.00% | +10,286 | New |
| Ieq Capital, LLC | 10,137 | $61.3K | 0.00% | +10,137 | New |
| Five Oceans Advisors | 10,137 | $61.3K | 0.03% | −6−0.1% | Reduced |
| CIBC Private Wealth Group, LLC | 8,297 | $49.9K | 0.00% | +8,297 | New |
| Bokf, NA | 8,093 | $48.6K | 0.00% | −2,161−21.1% | Reduced |
| Advisor Group Holdings, Inc. | 7,844 | $47.5K | 0.00% | −12,664−61.8% | Reduced |
| Allworth Financial LP | 7,660 | $46.3K | 0.00% | −541−6.6% | Reduced |
| CKW Financial Group | 5,900 | $35.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 5,230 | $31.6K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 5,164 | $31.2K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 5,000 | $30.3K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 4,633 | $28.0K | 0.00% | +4,633 | New |
| Bell Investment Advisors, Inc | 4,301 | $26.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 4,114 | $25.4K | 0.00% | +2,905+240.3% | Added |
| Citigroup Inc | 4,193 | $25.4K | 0.00% | −267−6.0% | Reduced |
| Ronald Blue Trust, Inc. | 3,982 | $24.1K | 0.00% | −8,087−67.0% | Reduced |
| Massmutual Trust Co FSB | 3,707 | $22.4K | 0.00% | +49+1.3% | Added |
| Russell Investments Group, Ltd. | 3,244 | $19.6K | 0.00% | +3,244 | New |
| CWM, LLC | 3,119 | $19.0K | 0.00% | +956+44.2% | Added |
| Proequities, Inc. | 2,982 | $18.0K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 2,900 | $17.5K | 0.00% | +2,900 | New |
| GAMMA Investing LLC | 2,838 | $17.2K | 0.00% | +1,658+140.5% | Added |
| Umb Bank N A | 2,729 | $16.5K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,660 | $16.1K | 0.00% | +374+16.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,380 | $14.4K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,311 | $14.0K | 0.00% | +2,311 | New |
| Tyler-Stone Wealth Management | 1,994 | $12.1K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,907 | $11.5K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,750 | $10.6K | 0.00% | +1,390+386.1% | Added |
| Zions Bancorporation, N.A. | 1,707 | $10.3K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,699 | $10.3K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,499 | $9.07K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,270 | $8.00K | 0.00% | −150,271−99.2% | Reduced |
| Wetzel Investment Advisors, Inc. | 1,330 | $7.83K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,200 | $7.25K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 1,144 | $6.92K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 964 | $5.83K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 671 | $4.06K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 628 | $3.80K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 625 | $3.80K | 0.00% | +625 | New |
| Parkside Financial Bank & Trust | 578 | $3.50K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 566 | $3.42K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 518 | $3.13K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 418 | $3.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 469 | $2.84K | 0.00% | +469 | New |
| Steward Partners Investment Advisory, LLC | 378 | $2.29K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 369 | $2.23K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 354 | $2.14K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 332 | $2.01K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 333 | $2.00K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 321 | $1.93K | 0.00% | +137+74.5% | Added |
| IFP Advisors, Inc | 317 | $1.92K | 0.00% | 00.0% | Unchanged |