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 |
|---|---|---|---|---|---|
| Cedar Mountain Advisors, LLC | 2 | $12 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 11 | $68 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 36 | $221 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 41 | $252 | 0.00% | +41 | New |
| Assetmark, Inc | 62 | $380 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 62 | $380 | 0.00% | +62 | New |
| AdvisorNet Financial, Inc | 72 | $441 | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 81 | $497 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 84 | $515 | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 87 | $533 | 0.00% | −877−91.0% | Reduced |
| PSI Advisors, LLC | 100 | $613 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 117 | $717 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 171 | $1.05K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 184 | $1.13K | 0.00% | +83+82.2% | Added |
| Anchor Investment Management, LLC | 184 | $1.13K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 190 | $1.20K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 213 | $1.30K | 0.00% | −2,098−90.8% | Reduced |
| Glass Jacobson Investment Advisors llc | 290 | $1.78K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 333 | $2.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 332 | $2.09K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 354 | $2.17K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 374 | $2.29K | 0.00% | −2,286−85.9% | Reduced |
| Zions Bancorporation, N.A. | 375 | $2.30K | 0.00% | −1,332−78.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 378 | $2.32K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 396 | $2.42K | 0.00% | +195+97.0% | Added |
| Caldwell Trust Co | 469 | $2.88K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 479 | $2.94K | 0.00% | −264,053−99.8% | Reduced |
| Hantz Financial Services, Inc. | 567 | $3.00K | 0.00% | −703−55.4% | Reduced |
| GW&K Investment Management, LLC | 418 | $3.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 518 | $3.18K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 511 | $3.20K | 0.00% | +511 | New |
| Kelly Financial Services LLC | 566 | $3.47K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 564 | $3.53K | 0.00% | +243+75.7% | Added |
| Parkside Financial Bank & Trust | 578 | $3.54K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 609 | $3.73K | 0.00% | +240+65.0% | Added |
| Atlantic Trust, LLC | 628 | $3.85K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 671 | $4.11K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 875 | $5.12K | 0.00% | +805+1,150.0% | Added |
| Simplex Trading, LLC | 1,009 | $6.00K | 0.00% | −3,624−78.2% | Reduced |
| Salem Investment Counselors Inc | 1,020 | $6.43K | 0.00% | +1,020 | New |
| Central Trust Co | 1,144 | $7.01K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,200 | $7.50K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 1,330 | $8.05K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,419 | $8.71K | 0.00% | +794+127.0% | Added |
| Principal Securities, Inc. | 1,499 | $9.19K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,699 | $10.4K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,907 | $11.7K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,994 | $12.2K | 0.01% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 2,094 | $12.8K | 0.01% | +2,094 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,380 | $15.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 2,729 | $16.7K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 2,900 | $17.8K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 3,648 | $23.0K | 0.00% | +666+22.3% | Added |
| Bell Investment Advisors, Inc | 3,990 | $24.5K | 0.00% | −311−7.2% | Reduced |
| Citigroup Inc | 4,589 | $28.1K | 0.00% | +396+9.4% | Added |
| Massmutual Trust Co FSB | 4,598 | $28.2K | 0.00% | +891+24.0% | Added |
| Ashton Thomas Private Wealth, LLC | 4,826 | $29.6K | 0.00% | +4,826 | New |
| GAMMA Investing LLC | 5,094 | $31.2K | 0.00% | +2,256+79.5% | Added |
| Bartlett & Co. Wealth Management LLC | 5,000 | $31.5K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 5,164 | $31.7K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 5,230 | $32.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 5,725 | $35.0K | 0.00% | +2,606+83.6% | Added |
| EverSource Wealth Advisors, LLC | 5,693 | $36.7K | 0.00% | +1,579+38.4% | Added |
| CKW Financial Group | 5,900 | $37.0K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 8,093 | $49.6K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 8,164 | $50.5K | 0.00% | −133−1.6% | Reduced |
| Allworth Financial LP | 8,182 | $50.7K | 0.00% | +522+6.8% | Added |
| Advisor Group Holdings, Inc. | 9,311 | $57.1K | 0.00% | +1,467+18.7% | Added |
| Cromwell Holdings LLC | 9,692 | $61.1K | 0.04% | +9,692 | New |
| Canopy Partners, LLC | 10,434 | $64.0K | 0.03% | 00.0% | Unchanged |
| Ieq Capital, LLC | 10,588 | $64.9K | 0.00% | +451+4.4% | Added |
| Axxcess Wealth Management, LLC | 10,728 | $65.8K | 0.00% | +10,728 | New |
| Perigon Wealth Management, LLC | 10,931 | $67.0K | 0.00% | +407+3.9% | Added |
| Capital Asset Advisory Services LLC | 10,728 | $67.0K | 0.00% | +10,728 | New |
| Advisory Alpha, LLC | 11,105 | $68.1K | 0.00% | +11,105 | New |
| Optas, LLC | 11,189 | $68.6K | 0.02% | +70+0.6% | Added |
| GeoWealth Management, LLC | 11,375 | $69.7K | 0.00% | +11,375 | New |
| PDS Planning, Inc | 11,423 | $70.0K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 11,661 | $71.5K | 0.00% | +9,911+566.3% | Added |
| Toroso Investments, LLC | 11,826 | $72.5K | 0.00% | +11,826 | New |
| Camden Capital, LLC | 11,901 | $73.0K | 0.01% | +1,111+10.3% | Added |
| Janney Montgomery Scott LLC | 12,114 | $74.0K | 0.00% | −1,016−7.7% | Reduced |
| Buckingham Strategic Wealth, LLC | 12,143 | $74.4K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 12,288 | $75.3K | 0.00% | +511+4.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 12,765 | $78.3K | 0.00% | +707+5.9% | Added |
| Burns Matteson Capital Management, LLC | 13,017 | $79.8K | 0.05% | +13,017 | New |
| M&T Bank Corp | 13,451 | $82.5K | 0.00% | +403+3.1% | Added |
| State Street Corp | 13,085 | $82.5K | 0.00% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 13,581 | $83.3K | 0.01% | 00.0% | Unchanged |
| Henry James International Management, Inc. | 14,535 | $89.1K | 0.03% | +14,535 | New |
| Boit C F David | 14,695 | $90.1K | 0.05% | 00.0% | Unchanged |
| Clarius Group, LLC | 14,857 | $91.1K | 0.01% | −2,190−12.8% | Reduced |
| Vista Wealth Management Group, LLC | 14,921 | $91.5K | 0.01% | +46+0.3% | Added |
| Campbell & CO Investment Adviser LLC | 14,940 | $91.6K | 0.01% | +14,940 | New |
| UBS Group AG | 14,994 | $91.9K | 0.00% | −15,936−51.5% | Reduced |
| Oppenheimer & Co Inc | 15,301 | $93.8K | 0.00% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 15,412 | $94.5K | 0.01% | −4,686−23.3% | Reduced |
| Lindbrook Capital, LLC | 15,703 | $96.3K | 0.01% | +1,066+7.3% | Added |
| HSBC Holdings PLC | 16,000 | $98.1K | 0.00% | +16,000 | New |
| Forum Financial Management, LP | 16,019 | $98.2K | 0.00% | 00.0% | Unchanged |