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 |
|---|---|---|---|---|---|
| Hemington Wealth Management | 6 | $0 | 0.00% | +6 | New |
| Cedar Mountain Advisors, LLC | 2 | $13 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 11 | $71 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 19 | $122 | 0.00% | −22−53.7% | Reduced |
| CVA Family Office, LLC | 32 | $204 | 0.00% | +32 | New |
| Pacific Center for Financial Services | 36 | $231 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 62 | $396 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 62 | $396 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 72 | $460 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 84 | $537 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 100 | $639 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 105 | $671 | 0.00% | −270−72.0% | Reduced |
| SRS Capital Advisors, Inc. | 116 | $742 | 0.00% | +116 | New |
| Global Retirement Partners, LLC | 171 | $1.09K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 184 | $1.17K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 184 | $1.18K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 190 | $1.22K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 213 | $1.36K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 234 | $1.50K | 0.00% | +234 | New |
| Glass Jacobson Investment Advisors llc | 290 | $1.85K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 301 | $1.92K | 0.00% | +184+157.3% | Added |
| Venturi Wealth Management, LLC | 302 | $1.93K | 0.00% | +302 | New |
| JTC Employer Solutions Trusteee Ltd | 333 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 337 | $2.15K | 0.00% | −538−61.5% | Reduced |
| St. Johns Investment Management Company, LLC | 354 | $2.26K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 369 | $2.36K | 0.00% | −240−39.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 378 | $2.42K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 392 | $2.50K | 0.00% | +18+4.8% | Added |
| WealthCollab, LLC | 438 | $2.80K | 0.00% | +438 | New |
| Caldwell Trust Co | 469 | $3.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 418 | $3.00K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 511 | $3.26K | 0.00% | +511 | New |
| JFS Wealth Advisors, LLC | 518 | $3.31K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 578 | $3.69K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 548 | $4.00K | 0.00% | −19−3.4% | Reduced |
| Atlantic Trust, LLC | 628 | $4.01K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 690 | $5.00K | 0.00% | +690 | New |
| Salem Investment Counselors Inc | 1,020 | $6.52K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 1,144 | $7.31K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,200 | $7.46K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,282 | $8.19K | 0.00% | +718+127.3% | Added |
| Principal Securities, Inc. | 1,572 | $10.0K | 0.00% | +73+4.9% | Added |
| Fifth Third Bancorp | 1,699 | $10.9K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,767 | $11.3K | 0.00% | +1,767 | New |
| Harbour Investments, Inc. | 1,907 | $12.2K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,922 | $12.3K | 0.00% | +1,526+385.4% | Added |
| William B. Walkup & Associates, Inc. | 2,094 | $13.4K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,380 | $15.3K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 2,466 | $15.8K | 0.00% | +2,385+2,944.4% | Added |
| Umb Bank N A | 2,729 | $17.4K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 2,900 | $18.5K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 3,321 | $21.2K | 0.00% | −327−9.0% | Reduced |
| Clean Yield Group | 3,576 | $22.9K | 0.01% | +3,576 | New |
| Capital Performance Advisors LLP | 3,599 | $23.0K | 0.01% | +3,599 | New |
| Bell Investment Advisors, Inc | 3,990 | $25.5K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 4,370 | $27.9K | 0.00% | −228−5.0% | Reduced |
| Citigroup Inc | 4,620 | $29.5K | 0.00% | +31+0.7% | Added |
| Bartlett & Co. Wealth Management LLC | 5,000 | $31.9K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 5,164 | $33.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 5,230 | $33.4K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 5,275 | $33.7K | 0.00% | +181+3.6% | Added |
| Smartleaf Asset Management LLC | 5,382 | $34.4K | 0.00% | +3,963+279.3% | Added |
| CKW Financial Group | 5,900 | $37.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 5,876 | $37.5K | 0.00% | +183+3.2% | Added |
| CWM, LLC | 6,070 | $39.0K | 0.00% | +345+6.0% | Added |
| Tower Research Capital LLC (TRC) | 7,331 | $46.8K | 0.00% | −11,010−60.0% | Reduced |
| Bryn Mawr Trust Co | 7,517 | $48.0K | 0.00% | +7,517 | New |
| Allworth Financial LP | 8,182 | $52.3K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 8,315 | $53.1K | 0.00% | −3,060−26.9% | Reduced |
| Advisor Group Holdings, Inc. | 8,856 | $56.6K | 0.00% | −455−4.9% | Reduced |
| Kovitz Investment Group Partners, LLC | 13,357 | $59.3K | 0.00% | +13,357 | New |
| Cromwell Holdings LLC | 9,692 | $61.9K | 0.04% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 10,195 | $65.1K | 0.00% | −910−8.2% | Reduced |
| Canopy Partners, LLC | 10,434 | $66.7K | 0.03% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 10,742 | $66.8K | 0.00% | +14+0.1% | Added |
| Perigon Wealth Management, LLC | 10,537 | $67.3K | 0.00% | −394−3.6% | Reduced |
| Camden Capital, LLC | 10,610 | $67.8K | 0.01% | −1,291−10.8% | Reduced |
| M&T Bank Corp | 10,640 | $68.0K | 0.00% | −2,811−20.9% | Reduced |
| Axxcess Wealth Management, LLC | 10,742 | $68.6K | 0.00% | +14+0.1% | Added |
| Burns Matteson Capital Management, LLC | 10,825 | $69.2K | 0.04% | −2,192−16.8% | Reduced |
| Janney Montgomery Scott LLC | 11,114 | $71.0K | 0.00% | −1,000−8.3% | Reduced |
| Lindbrook Capital, LLC | 11,214 | $71.7K | 0.01% | −4,489−28.6% | Reduced |
| PDS Planning, Inc | 11,423 | $73.0K | 0.01% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 11,925 | $76.2K | 0.00% | +11,925 | New |
| Squarepoint Ops LLC | 12,125 | $77.5K | 0.00% | +12,125 | New |
| Rothschild Investment LLC | 12,616 | $80.6K | 0.01% | +955+8.2% | Added |
| State Street Corp | 13,085 | $83.6K | 0.00% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 13,581 | $86.8K | 0.01% | 00.0% | Unchanged |
| Forum Financial Management, LP | 13,632 | $87.1K | 0.00% | −2,387−14.9% | Reduced |
| Clarius Group, LLC | 13,672 | $87.4K | 0.01% | −1,185−8.0% | Reduced |
| Henry James International Management, Inc. | 14,143 | $90.4K | 0.03% | −392−2.7% | Reduced |
| Boit C F David | 14,695 | $91.3K | 0.05% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14,596 | $93.3K | 0.00% | +14,596 | New |
| Ieq Capital, LLC | 14,746 | $94.2K | 0.00% | +4,158+39.3% | Added |
| Captrust Financial Advisors | 15,083 | $96.4K | 0.00% | +2,795+22.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 15,205 | $97.2K | 0.00% | +2,440+19.1% | Added |
| Oppenheimer & Co Inc | 15,301 | $97.8K | 0.00% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 15,407 | $98.5K | 0.01% | +486+3.3% | Added |
| Dorsey & Whitney Trust CO LLC | 15,615 | $99.8K | 0.01% | +203+1.3% | Added |
| Colony Group, LLC | 15,711 | $100.4K | 0.00% | −38,547−71.0% | Reduced |