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 |
|---|---|---|---|---|---|
| Yousif Capital Management, LLC | 32,375 | $198.5K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 29,437 | $185.5K | 0.00% | −78−0.3% | Reduced |
| RBF Capital, LLC | 30,000 | $183.9K | 0.01% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 29,709 | $182.1K | 0.00% | +6,837+29.9% | Added |
| Claro Advisors LLC | 29,253 | $179.3K | 0.03% | +29,253 | New |
| Eqis Capital Management, Inc. | 28,774 | $176.4K | 0.01% | +4,624+19.1% | Added |
| Beverly Hills Private Wealth, LLC | 28,459 | $174.5K | 0.04% | +28,459 | New |
| NFP Retirement, Inc. | 27,938 | $171.3K | 0.01% | +27,938 | New |
| Wrapmanager Inc | 25,567 | $156.7K | 0.04% | +25,567 | New |
| Lake Street Advisors Group, LLC | 23,909 | $148.6K | 0.01% | −1,255−5.0% | Reduced |
| Ronald Blue Trust, Inc. | 24,434 | $147.8K | 0.00% | +20,452+513.6% | Added |
| Personal Cfo Solutions, LLC | 23,917 | $146.6K | 0.02% | +23,917 | New |
| Prime Capital Investment Advisors, LLC | 23,596 | $144.6K | 0.00% | −429−1.8% | Reduced |
| Sage Rhino Capital LLC | 22,909 | $140.4K | 0.03% | +15+0.1% | Added |
| New York State Common Retirement Fund | 22,845 | $140.0K | 0.00% | +22,845 | New |
| Sequoia Financial Advisors, LLC | 22,750 | $140.0K | 0.00% | +969+4.4% | Added |
| Principal Street Partners, LLC | 22,469 | $137.7K | 0.02% | 00.0% | Unchanged |
| Marshall Wace, LLP | 21,001 | $128.7K | 0.00% | +21,001 | New |
| Glenmede Trust Co NA | 20,643 | $126.5K | 0.00% | −4,156−16.8% | Reduced |
| AE Wealth Management LLC | 20,575 | $126.1K | 0.00% | +291+1.4% | Added |
| BCJ Capital Management, LLC | 20,296 | $124.4K | 0.01% | −5,866−22.4% | Reduced |
| Syon Capital LLC | 19,963 | $122.4K | 0.01% | +57+0.3% | Added |
| Deutsche Bank AG | 19,691 | $120.7K | 0.00% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 18,493 | $113.4K | 0.00% | +121+0.7% | Added |
| Orion Portfolio Solutions, LLC | 18,493 | $113.4K | 0.00% | +121+0.7% | Added |
| Parallel Advisors, LLC | 18,437 | $113.0K | 0.00% | −329−1.8% | Reduced |
| Tower Research Capital LLC (TRC) | 18,341 | $112.4K | 0.00% | +3,297+21.9% | Added |
| Truist Financial Corp | 17,725 | $108.7K | 0.00% | −26,147−59.6% | Reduced |
| Franklin Street Advisors Inc | 17,551 | $108.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 17,064 | $104.6K | 0.00% | −20.0% | Reduced |
| Emergent Wealth Advisors, LLC | 16,500 | $101.1K | 0.08% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 16,382 | $100.4K | 0.00% | −900−5.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 16,377 | $100.4K | 0.00% | +16,284+17,509.7% | Added |
| Schechter Investment Advisors, LLC | 16,228 | $99.5K | 0.01% | 00.0% | Unchanged |
| Forum Financial Management, LP | 16,019 | $98.2K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 16,000 | $98.1K | 0.00% | +16,000 | New |
| Lindbrook Capital, LLC | 15,703 | $96.3K | 0.01% | +1,066+7.3% | Added |
| Dorsey & Whitney Trust CO LLC | 15,412 | $94.5K | 0.01% | −4,686−23.3% | Reduced |
| Oppenheimer & Co Inc | 15,301 | $93.8K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 14,994 | $91.9K | 0.00% | −15,936−51.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 14,940 | $91.6K | 0.01% | +14,940 | New |
| Vista Wealth Management Group, LLC | 14,921 | $91.5K | 0.01% | +46+0.3% | Added |
| Clarius Group, LLC | 14,857 | $91.1K | 0.01% | −2,190−12.8% | Reduced |
| Boit C F David | 14,695 | $90.1K | 0.05% | 00.0% | Unchanged |
| Henry James International Management, Inc. | 14,535 | $89.1K | 0.03% | +14,535 | New |
| Checchi Capital Advisers, LLC | 13,581 | $83.3K | 0.01% | 00.0% | Unchanged |
| State Street Corp | 13,085 | $82.5K | 0.00% | 00.0% | Unchanged |
| M&T Bank Corp | 13,451 | $82.5K | 0.00% | +403+3.1% | Added |
| Burns Matteson Capital Management, LLC | 13,017 | $79.8K | 0.05% | +13,017 | New |
| Wealth Enhancement Advisory Services, LLC | 12,765 | $78.3K | 0.00% | +707+5.9% | Added |
| Captrust Financial Advisors | 12,288 | $75.3K | 0.00% | +511+4.3% | Added |
| Buckingham Strategic Wealth, LLC | 12,143 | $74.4K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 12,114 | $74.0K | 0.00% | −1,016−7.7% | Reduced |
| Camden Capital, LLC | 11,901 | $73.0K | 0.01% | +1,111+10.3% | Added |
| Toroso Investments, LLC | 11,826 | $72.5K | 0.00% | +11,826 | New |
| Rothschild Investment LLC | 11,661 | $71.5K | 0.00% | +9,911+566.3% | Added |
| PDS Planning, Inc | 11,423 | $70.0K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 11,375 | $69.7K | 0.00% | +11,375 | New |
| Optas, LLC | 11,189 | $68.6K | 0.02% | +70+0.6% | Added |
| Advisory Alpha, LLC | 11,105 | $68.1K | 0.00% | +11,105 | New |
| Capital Asset Advisory Services LLC | 10,728 | $67.0K | 0.00% | +10,728 | New |
| Perigon Wealth Management, LLC | 10,931 | $67.0K | 0.00% | +407+3.9% | Added |
| Axxcess Wealth Management, LLC | 10,728 | $65.8K | 0.00% | +10,728 | New |
| Ieq Capital, LLC | 10,588 | $64.9K | 0.00% | +451+4.4% | Added |
| Canopy Partners, LLC | 10,434 | $64.0K | 0.03% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 9,692 | $61.1K | 0.04% | +9,692 | New |
| Advisor Group Holdings, Inc. | 9,311 | $57.1K | 0.00% | +1,467+18.7% | Added |
| Allworth Financial LP | 8,182 | $50.7K | 0.00% | +522+6.8% | Added |
| CIBC Private Wealth Group, LLC | 8,164 | $50.5K | 0.00% | −133−1.6% | Reduced |
| Bokf, NA | 8,093 | $49.6K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 5,900 | $37.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 5,693 | $36.7K | 0.00% | +1,579+38.4% | Added |
| CWM, LLC | 5,725 | $35.0K | 0.00% | +2,606+83.6% | Added |
| Federation des caisses Desjardins du Quebec | 5,230 | $32.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 5,164 | $31.7K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 5,000 | $31.5K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 5,094 | $31.2K | 0.00% | +2,256+79.5% | Added |
| Ashton Thomas Private Wealth, LLC | 4,826 | $29.6K | 0.00% | +4,826 | New |
| Massmutual Trust Co FSB | 4,598 | $28.2K | 0.00% | +891+24.0% | Added |
| Citigroup Inc | 4,589 | $28.1K | 0.00% | +396+9.4% | Added |
| Bell Investment Advisors, Inc | 3,990 | $24.5K | 0.00% | −311−7.2% | Reduced |
| Proequities, Inc. | 3,648 | $23.0K | 0.00% | +666+22.3% | Added |
| Provenance Wealth Advisors, LLC | 2,900 | $17.8K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 2,729 | $16.7K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,380 | $15.0K | 0.00% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 2,094 | $12.8K | 0.01% | +2,094 | New |
| Tyler-Stone Wealth Management | 1,994 | $12.2K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,907 | $11.7K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,699 | $10.4K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,499 | $9.19K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,419 | $8.71K | 0.00% | +794+127.0% | Added |
| Wetzel Investment Advisors, Inc. | 1,330 | $8.05K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,200 | $7.50K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 1,144 | $7.01K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,020 | $6.43K | 0.00% | +1,020 | New |
| Simplex Trading, LLC | 1,009 | $6.00K | 0.00% | −3,624−78.2% | Reduced |
| Cornerstone Planning Group LLC | 875 | $5.12K | 0.00% | +805+1,150.0% | Added |
| Vermillion & White Wealth Management Group, LLC | 671 | $4.11K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 628 | $3.85K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 609 | $3.73K | 0.00% | +240+65.0% | Added |