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, Q2 2024
Institutional positions in Aegon Ltd. as of Jun 30, 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
- 235
- +17 vs. Q1 2024
- Shares held
- 173.9M
- −819.4K (−0.5%) vs. Q1 2024
- Total value
- $1.07B
- +$8.92M (+0.8%) vs. Q1 2024
- New holders
- 37
- 89 more added
- Sold out
- 20
- 50 more reduced
2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Aegon Ltd.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dodge & Cox | 118,143,251 | $724.2M | 0.43% | −7,126,766−5.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 8,367,194 | $51.3M | 0.05% | +8,162,272+3,983.1% | Added |
| Morgan Stanley | 6,646,671 | $40.7M | 0.00% | +168,170+2.6% | Added |
| BlackRock Inc. | 5,319,990 | $32.6M | 0.00% | +157,203+3.0% | Added |
| Dimensional Fund Advisors LP | 4,920,536 | $30.2M | 0.01% | +394,114+8.7% | Added |
| Goldman Sachs Group Inc | 3,999,019 | $24.5M | 0.00% | −800,182−16.7% | Reduced |
| Wellington Management Group LLP | 3,704,452 | $22.7M | 0.00% | −892,211−19.4% | Reduced |
| Raymond James & Associates | 2,380,863 | $14.6M | 0.01% | −343,429−12.6% | Reduced |
| Optiver Holding B.V. | 1,606,959 | $9.85M | 0.19% | −2,363,593−59.5% | Reduced |
| Grace & White Inc | 1,534,005 | $9.40M | 1.77% | −81,324−5.0% | Reduced |
| Summit Global Investments | 1,039,545 | $6.37M | 0.43% | 00.0% | Unchanged |
| American Century Companies Inc | 814,739 | $4.99M | 0.00% | +41,028+5.3% | Added |
| Northern Trust Corp | 747,003 | $4.58M | 0.00% | −20,151−2.6% | Reduced |
| The PNC Financial Services Group, Inc. | 599,593 | $3.68M | 0.00% | +772+0.1% | Added |
| SEI Investments Co | 578,652 | $3.55M | 0.01% | +78,322+15.7% | Added |
| Teachers Retirement System of the State of Kentucky | 558,400 | $3.42M | 0.03% | +558,400 | New |
| Todd Asset Management LLC | 558,400 | $3.42M | 0.07% | +558,400 | New |
| CIBC World Markets Inc. | 495,623 | $3.04M | 0.01% | −16,169−3.2% | Reduced |
| Bank of America Corp | 453,886 | $2.78M | 0.00% | +155,288+52.0% | Added |
| Stifel Financial Corp | 409,031 | $2.51M | 0.00% | +68,676+20.2% | Added |
| Ethic Inc. | 397,866 | $2.44M | 0.06% | +49,270+14.1% | Added |
| US Bancorp | 380,373 | $2.33M | 0.00% | +2,539+0.7% | Added |
| Creative Planning | 375,263 | $2.30M | 0.00% | +69,405+22.7% | Added |
| Dorsey Wright & Associates | 363,453 | $2.23M | 0.58% | +363,453 | New |
| Citadel Advisors LLC | 339,257 | $2.08M | 0.00% | +168,262+98.4% | Added |
| Employees Retirement System of Texas | 322,957 | $1.98M | 0.02% | +322,957 | New |
| Old Mission Capital LLC | 253,691 | $1.56M | 0.04% | −199,475−44.0% | Reduced |
| Envestnet Asset Management Inc | 242,174 | $1.48M | 0.00% | +75,588+45.4% | Added |
| Wells Fargo & Company | 230,774 | $1.41M | 0.00% | −60,691−20.8% | Reduced |
| Millennium Management LLC | 225,724 | $1.38M | 0.00% | +102,695+83.5% | Added |
| Vident Advisory, LLC | 215,386 | $1.32M | 0.04% | +59,233+37.9% | Added |
| Jane Street Group, LLC | 209,801 | $1.29M | 0.00% | +85,814+69.2% | Added |
| Quantinno Capital Management LP | 204,850 | $1.26M | 0.02% | +190,496+1,327.1% | Added |
| HighTower Advisors, LLC | 204,084 | $1.25M | 0.00% | −9,314−4.4% | Reduced |
| Wetherby Asset Management Inc | 197,758 | $1.21M | 0.06% | −1,108−0.6% | Reduced |
| Vanguard Group Inc | 171,853 | $1.05M | 0.00% | +455+0.3% | Added |
| Voloridge Investment Management, LLC | 169,768 | $1.04M | 0.00% | +15,057+9.7% | Added |
| Greenleaf Trust | 154,308 | $945.9K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 154,000 | $944.1K | 0.00% | +7,506+5.1% | Added |
| First Hawaiian Bank | 148,200 | $908.5K | 0.03% | −5,300−3.5% | Reduced |
| JPMorgan Chase & Co | 148,075 | $907.7K | 0.00% | +128,843+669.9% | Added |
| Balyasny Asset Management LLC | 147,525 | $904.3K | 0.00% | +147,525 | New |
| FMR LLC | 145,681 | $893.0K | 0.00% | +3,893+2.7% | Added |
| O'Shaughnessy Asset Management, LLC | 140,990 | $864.3K | 0.01% | +2,992+2.2% | Added |
| Signaturefd, LLC | 134,175 | $822.5K | 0.02% | +7,472+5.9% | Added |
| National Bank of Canada | 130,061 | $809.6K | 0.00% | +887+0.7% | Added |
| Crossmark Global Holdings, Inc. | 122,077 | $749.0K | 0.01% | +1,186+1.0% | Added |
| Bank of New York Mellon Corp | 121,083 | $742.2K | 0.00% | +10,700+9.7% | Added |
| Kestra Advisory Services, LLC | 120,258 | $737.2K | 0.00% | +52,682+78.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 115,378 | $707.3K | 0.04% | +60,605+110.6% | Added |
| Charles Schwab Investment Management Inc | 111,856 | $685.7K | 0.00% | +35,443+46.4% | Added |
| Quantbot Technologies LP | 107,084 | $656.4K | 0.03% | +44,217+70.3% | Added |
| RSM US Wealth Management LLC | 104,363 | $652.5K | 0.01% | +93,677+876.6% | Added |
| ExodusPoint Capital Management, LP | 106,028 | $650.0K | 0.01% | +106,028 | New |
| Pathstone Holdings, LLC | 103,137 | $632.4K | 0.00% | −15,438−13.0% | Reduced |
| Qtron Investments LLC | 100,090 | $613.6K | 0.09% | +100,090 | New |
| Natixis Advisors, L.P. | 100,016 | $613.0K | 0.00% | −860−0.9% | Reduced |
| Cerity Partners LLC | 99,850 | $612.1K | 0.00% | −29,313−22.7% | Reduced |
| Rhumbline Advisers | 98,494 | $603.8K | 0.00% | +4,199+4.5% | Added |
| JustInvest LLC | 98,456 | $603.5K | 0.01% | +6,572+7.2% | Added |
| Veriti Management LLC | 91,375 | $560.1K | 0.03% | −440.0% | Reduced |
| Point72 Asset Management, L.P. | 91,100 | $558.4K | 0.00% | +91,100 | New |
| AdvisorShares Investments LLC | 86,300 | $540.2K | 0.09% | +86,300 | New |
| TownSquare Capital, LLC | 86,935 | $532.9K | 0.01% | +67,707+352.1% | Added |
| Royal Bank of Canada | 82,525 | $506.0K | 0.00% | −6,400−7.2% | Reduced |
| Diversify Wealth Management, LLC | 85,664 | $501.1K | 0.06% | +85,664 | New |
| QRG Capital Management, Inc. | 80,547 | $493.8K | 0.01% | −899−1.1% | Reduced |
| LPL Financial LLC | 77,253 | $473.6K | 0.00% | −3,058−3.8% | Reduced |
| SG Americas Securities, LLC | 76,596 | $470.0K | 0.00% | −360.0% | Reduced |
| Cresset Asset Management, LLC | 75,597 | $466.4K | 0.00% | +42,764+130.2% | Added |
| Russell Investments Group, Ltd. | 71,836 | $440.4K | 0.00% | +68,592+2,114.4% | Added |
| Atria Investments LLC | 71,108 | $435.9K | 0.01% | +71,108 | New |
| Ameriprise Financial Inc | 70,313 | $433.8K | 0.00% | +4,156+6.3% | Added |
| Mercer Global Advisors Inc | 70,082 | $429.6K | 0.00% | +622+0.9% | Added |
| Ellevest, Inc. | 68,426 | $419.5K | 0.03% | +9,855+16.8% | Added |
| Fulton Bank, N.A. | 67,451 | $413.5K | 0.02% | +35,372+110.3% | Added |
| Cubist Systematic Strategies, LLC | 66,583 | $408.2K | 0.01% | +9,740+17.1% | Added |
| Highland Capital Management, LLC | 65,998 | $404.6K | 0.02% | +65,998 | New |
| Ballentine Partners, LLC | 65,286 | $400.2K | 0.01% | +11,071+20.4% | Added |
| Cetera Investment Advisers | 64,441 | $395.0K | 0.00% | +46,511+259.4% | Added |
| CI Private Wealth, LLC | 58,629 | $359.4K | 0.00% | −2,614−4.3% | Reduced |
| Miller Investment Management, LP | 57,015 | $349.5K | 0.04% | 00.0% | Unchanged |
| Colony Group, LLC | 54,258 | $343.0K | 0.00% | +10,325+23.5% | Added |
| CAPROCK Group, Inc. | 51,012 | $316.1K | 0.01% | +27,216+114.4% | Added |
| Evergreen Capital Management LLC | 49,517 | $311.7K | 0.01% | +8,506+20.7% | Added |
| Ritholtz Wealth Management | 50,663 | $310.6K | 0.01% | −1,134−2.2% | Reduced |
| Quadrant Capital Group LLC | 50,211 | $307.8K | 0.02% | +5,118+11.3% | Added |
| Comerica Bank | 49,936 | $306.1K | 0.00% | +1,184+2.4% | Added |
| Bank of Montreal | 47,952 | $302.1K | 0.00% | +1,759+3.8% | Added |
| Stock Yards Bank & Trust Co | 46,459 | $284.8K | 0.01% | −3,713−7.4% | Reduced |
| Clearstead Advisors, LLC | 45,710 | $280.2K | 0.00% | +45,710 | New |
| Commonwealth Equity Services, LLC | 42,952 | $263.0K | 0.00% | −1,636−3.7% | Reduced |
| Susquehanna International Group, LLP | 39,833 | $244.2K | 0.00% | −15,502−28.0% | Reduced |
| Central Pacific Bank - Trust Division | 38,800 | $237.8K | 0.03% | −1,700−4.2% | Reduced |
| Ar Asset Management Inc | 36,691 | $225.0K | 0.05% | 00.0% | Unchanged |
| Franklin Resources Inc | 36,496 | $223.7K | 0.00% | −316−0.9% | Reduced |
| Savant Capital, LLC | 34,622 | $212.2K | 0.00% | +34,622 | New |
| Cary Street Partner Investment Advisory LLC | 34,492 | $211.4K | 0.01% | +107+0.3% | Added |
| United Capital Financial Advisers, LLC | 33,910 | $207.9K | 0.00% | +3,482+11.4% | Added |
| AQR Capital Management LLC | 32,573 | $199.7K | 0.00% | +17,926+122.4% | Added |