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, Q3 2024
Institutional positions in Aegon Ltd. as of Sep 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
- 237
- +6 vs. Q2 2024
- Shares held
- 175.8M
- +7.26M (+4.3%) vs. Q2 2024
- Total value
- $1.13B
- +$94.5M (+9.1%) vs. Q2 2024
- New holders
- 24
- 79 more added
- Sold out
- 18
- 75 more reduced
4 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Aegon Ltd.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dodge & Cox | 117,784,082 | $752.6M | 0.43% | −359,169−0.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 6,367,995 | $45.3M | 0.04% | −1,999,199−23.9% | Reduced |
| Morgan Stanley | 6,510,256 | $41.6M | 0.00% | −136,415−2.1% | Reduced |
| BlackRock, Inc. | 5,396,180 | $34.5M | 0.00% | +5,396,180 | New |
| Dimensional Fund Advisors LP | 5,114,928 | $32.7M | 0.01% | +194,392+4.0% | Added |
| Goldman Sachs Group Inc | 4,490,807 | $28.7M | 0.01% | +491,788+12.3% | Added |
| Wellington Management Group LLP | 4,484,791 | $28.7M | 0.01% | +780,339+21.1% | Added |
| Raymond James & Associates | 2,517,071 | $16.1M | 0.01% | +136,208+5.7% | Added |
| Grace & White Inc | 1,493,962 | $9.55M | 1.72% | −40,043−2.6% | Reduced |
| Voloridge Investment Management, LLC | 1,486,148 | $9.50M | 0.03% | +1,316,380+775.4% | Added |
| Summit Global Investments | 1,040,568 | $6.65M | 0.42% | +1,023+0.1% | Added |
| Marshall Wace, LLP | 1,023,671 | $6.54M | 0.01% | +1,002,670+4,774.4% | Added |
| Optiver Holding B.V. | 1,023,642 | $6.54M | 0.17% | −583,317−36.3% | Reduced |
| American Century Companies Inc | 864,594 | $5.52M | 0.00% | +49,855+6.1% | Added |
| Bank of America Corp | 858,769 | $5.49M | 0.00% | +404,883+89.2% | Added |
| Millennium Management LLC | 811,631 | $5.19M | 0.00% | +585,907+259.6% | Added |
| Northern Trust Corp | 740,814 | $4.73M | 0.00% | −6,189−0.8% | Reduced |
| CIBC World Markets Inc. | 560,999 | $3.58M | 0.01% | +65,376+13.2% | Added |
| Teachers Retirement System of the State of Kentucky | 537,800 | $3.44M | 0.03% | −20,600−3.7% | Reduced |
| Todd Asset Management LLC | 537,800 | $3.44M | 0.08% | −20,600−3.7% | Reduced |
| SEI Investments Co | 483,491 | $3.09M | 0.00% | −95,161−16.4% | Reduced |
| Citadel Advisors LLC | 466,431 | $2.98M | 0.00% | +127,174+37.5% | Added |
| Stifel Financial Corp | 415,492 | $2.65M | 0.00% | +6,461+1.6% | Added |
| Dorsey Wright & Associates | 410,865 | $2.63M | 0.62% | +47,412+13.0% | Added |
| US Bancorp | 376,852 | $2.41M | 0.00% | −3,521−0.9% | Reduced |
| Creative Planning | 335,335 | $2.14M | 0.00% | −39,928−10.6% | Reduced |
| Ethic Inc. | 348,596 | $2.11M | 0.05% | −49,270−12.4% | Reduced |
| Employees Retirement System of Texas | 322,957 | $2.06M | 0.02% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 302,262 | $1.93M | 0.00% | +98,178+48.1% | Added |
| Vident Advisory, LLC | 254,101 | $1.62M | 0.04% | +38,715+18.0% | Added |
| FMR LLC | 241,399 | $1.54M | 0.00% | +95,718+65.7% | Added |
| Envestnet Asset Management Inc | 240,340 | $1.54M | 0.00% | −1,834−0.8% | Reduced |
| Wells Fargo & Company | 220,486 | $1.41M | 0.00% | −10,288−4.5% | Reduced |
| The PNC Financial Services Group, Inc. | 211,078 | $1.35M | 0.00% | −388,515−64.8% | Reduced |
| Jane Street Group, LLC | 205,720 | $1.31M | 0.00% | −4,081−1.9% | Reduced |
| BNP Paribas Arbitrage, SA | 197,670 | $1.26M | 0.00% | +197,191+41,167.2% | Added |
| Wetherby Asset Management Inc | 194,541 | $1.24M | 0.06% | −3,217−1.6% | Reduced |
| Old Mission Capital LLC | 186,887 | $1.19M | 0.03% | −66,804−26.3% | Reduced |
| Vanguard Group Inc | 171,848 | $1.10M | 0.00% | −50.0% | Reduced |
| Susquehanna International Group, LLP | 165,659 | $1.06M | 0.00% | +125,826+315.9% | Added |
| Mariner, LLC | 159,082 | $1.02M | 0.00% | +5,082+3.3% | Added |
| Greenleaf Trust | 154,518 | $987.4K | 0.01% | +210+0.1% | Added |
| Quantinno Capital Management LP | 150,094 | $959.1K | 0.01% | −54,756−26.7% | Reduced |
| Cerity Partners LLC | 149,032 | $952.3K | 0.00% | +49,182+49.3% | Added |
| First Hawaiian Bank | 148,200 | $947.0K | 0.03% | 00.0% | Unchanged |
| HRT Financial LP | 141,780 | $905.0K | 0.00% | +141,780 | New |
| O'Shaughnessy Asset Management, LLC | 143,884 | $900.7K | 0.01% | +2,894+2.1% | Added |
| National Bank of Canada | 138,736 | $886.5K | 0.00% | +8,675+6.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 133,949 | $855.9K | 0.04% | +18,571+16.1% | Added |
| Signaturefd, LLC | 132,797 | $848.6K | 0.02% | −1,378−1.0% | Reduced |
| Bank of New York Mellon Corp | 128,480 | $821.0K | 0.00% | +7,397+6.1% | Added |
| Crossmark Global Holdings, Inc. | 123,947 | $792.0K | 0.01% | +1,870+1.5% | Added |
| Quantbot Technologies LP | 114,476 | $731.5K | 0.03% | +7,392+6.9% | Added |
| Kestra Advisory Services, LLC | 110,515 | $706.2K | 0.00% | −9,743−8.1% | Reduced |
| Charles Schwab Investment Management Inc | 106,946 | $683.4K | 0.00% | −4,910−4.4% | Reduced |
| Pathstone Holdings, LLC | 103,096 | $658.8K | 0.00% | −410.0% | Reduced |
| JustInvest LLC | 102,765 | $656.7K | 0.01% | +4,309+4.4% | Added |
| RSM US Wealth Management LLC | 105,038 | $653.4K | 0.01% | +675+0.6% | Added |
| Rhumbline Advisers | 101,704 | $649.9K | 0.00% | +3,210+3.3% | Added |
| XTX Topco Ltd | 93,130 | $595.1K | 0.04% | +93,130 | New |
| UBS Group AG | 91,696 | $585.9K | 0.00% | +76,702+511.6% | Added |
| Diversify Wealth Management, LLC | 91,136 | $583.3K | 0.06% | +5,472+6.4% | Added |
| TownSquare Capital, LLC | 88,911 | $568.1K | 0.01% | +1,976+2.3% | Added |
| Veriti Management LLC | 88,873 | $567.9K | 0.03% | −2,502−2.7% | Reduced |
| Royal Bank of Canada | 86,667 | $554.0K | 0.00% | +4,142+5.0% | Added |
| Ronald Blue Trust, Inc. | 90,307 | $553.6K | 0.01% | +65,873+269.6% | Added |
| Natixis Advisors, L.P. | 86,615 | $553.0K | 0.00% | −13,401−13.4% | Reduced |
| Cresset Asset Management, LLC | 85,238 | $544.7K | 0.00% | +9,641+12.8% | Added |
| QRG Capital Management, Inc. | 83,223 | $531.8K | 0.01% | +2,676+3.3% | Added |
| AdvisorShares Investments LLC | 81,105 | $518.3K | 0.10% | −5,195−6.0% | Reduced |
| Ameriprise Financial Inc | 79,342 | $507.0K | 0.00% | +9,029+12.8% | Added |
| SG Americas Securities, LLC | 76,803 | $491.0K | 0.00% | +207+0.3% | Added |
| Russell Investments Group, Ltd. | 73,927 | $472.4K | 0.00% | +2,091+2.9% | Added |
| Atria Investments LLC | 69,835 | $446.2K | 0.01% | −1,273−1.8% | Reduced |
| LPL Financial LLC | 68,961 | $440.7K | 0.00% | −8,292−10.7% | Reduced |
| Mercer Global Advisors Inc | 69,725 | $433.7K | 0.00% | −357−0.5% | Reduced |
| Fulton Bank, N.A. | 67,451 | $431.0K | 0.02% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 65,852 | $420.8K | 0.02% | −146−0.2% | Reduced |
| AQR Capital Management LLC | 64,187 | $410.2K | 0.00% | +31,614+97.1% | Added |
| Ellevest, Inc. | 63,729 | $407.2K | 0.02% | −4,697−6.9% | Reduced |
| Ballentine Partners, LLC | 62,244 | $397.7K | 0.01% | −3,042−4.7% | Reduced |
| Cetera Investment Advisers | 61,024 | $389.9K | 0.00% | −3,417−5.3% | Reduced |
| CI Private Wealth, LLC | 59,488 | $380.1K | 0.00% | +859+1.5% | Added |
| Miller Investment Management, LP | 57,015 | $364.3K | 0.04% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 51,712 | $330.4K | 0.02% | +1,501+3.0% | Added |
| Evergreen Capital Management LLC | 50,449 | $322.4K | 0.01% | +932+1.9% | Added |
| Ritholtz Wealth Management | 50,073 | $320.0K | 0.01% | −590−1.2% | Reduced |
| Bank of Montreal | 49,149 | $314.1K | 0.00% | +1,197+2.5% | Added |
| Simplex Trading, LLC | 47,174 | $301.0K | 0.01% | +46,165+4,575.3% | Added |
| Clearstead Advisors, LLC | 45,710 | $292.1K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 43,644 | $279.0K | 0.00% | +692+1.6% | Added |
| CAPROCK Group, Inc. | 41,290 | $263.8K | 0.01% | −9,722−19.1% | Reduced |
| JPMorgan Chase & Co | 40,893 | $261.3K | 0.00% | −107,182−72.4% | Reduced |
| FNY Investment Advisers, LLC | 40,000 | $255.0K | 0.12% | +40,000 | New |
| Central Pacific Bank - Trust Division | 38,800 | $247.9K | 0.03% | 00.0% | Unchanged |
| Ar Asset Management Inc | 36,691 | $234.0K | 0.05% | 00.0% | Unchanged |
| Franklin Resources Inc | 36,684 | $229.6K | 0.00% | +188+0.5% | Added |
| Savant Capital, LLC | 35,469 | $226.6K | 0.00% | +847+2.4% | Added |
| Cary Street Partner Investment Advisory LLC | 34,800 | $222.4K | 0.01% | +308+0.9% | Added |
| Legacy Capital Group California, Inc. | 34,085 | $217.8K | 0.07% | +34,085 | New |