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 |
|---|---|---|---|---|---|
| Contravisory Investment Management, Inc. | 33,803 | $216.0K | 0.05% | +33,803 | New |
| Truist Financial Corp | 33,094 | $211.5K | 0.00% | +15,369+86.7% | Added |
| United Capital Financial Advisers, LLC | 32,845 | $209.9K | 0.00% | −1,065−3.1% | Reduced |
| Yousif Capital Management, LLC | 32,375 | $206.9K | 0.00% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 31,624 | $202.1K | 0.01% | −14,835−31.9% | Reduced |
| RBF Capital, LLC | 30,000 | $191.7K | 0.01% | 00.0% | Unchanged |
| Claro Advisors LLC | 29,732 | $190.0K | 0.02% | +479+1.6% | Added |
| Atria Wealth Solutions, Inc. | 29,437 | $188.1K | 0.00% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 29,125 | $186.1K | 0.01% | +351+1.2% | Added |
| NFP Retirement, Inc. | 27,938 | $178.5K | 0.01% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 26,070 | $168.7K | 0.01% | +26,070 | New |
| CIBC Private Wealth Group, LLC | 25,752 | $164.6K | 0.00% | +17,588+215.4% | Added |
| Engineers Gate Manager LP | 25,668 | $164.0K | 0.00% | −4,041−13.6% | Reduced |
| Personal Cfo Solutions, LLC | 25,228 | $161.2K | 0.02% | +1,311+5.5% | Added |
| Lake Street Advisors Group, LLC | 23,886 | $152.6K | 0.01% | −23−0.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 23,325 | $149.0K | 0.00% | −271−1.1% | Reduced |
| Optas, LLC | 22,908 | $146.4K | 0.03% | +11,719+104.7% | Added |
| Sage Rhino Capital LLC | 22,815 | $145.8K | 0.03% | −94−0.4% | Reduced |
| Sequoia Financial Advisors, LLC | 22,746 | $145.3K | 0.00% | −40.0% | Reduced |
| Point72 Asset Management, L.P. | 22,529 | $144.0K | 0.00% | −68,571−75.3% | Reduced |
| Syon Capital LLC | 22,408 | $143.2K | 0.01% | +2,445+12.2% | Added |
| Beverly Hills Private Wealth, LLC | 22,152 | $141.6K | 0.03% | −6,307−22.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 21,716 | $138.8K | 0.01% | +6,776+45.4% | Added |
| Principal Street Partners, LLC | 22,469 | $137.7K | 0.02% | 00.0% | Unchanged |
| AE Wealth Management LLC | 20,284 | $129.6K | 0.00% | −291−1.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 20,240 | $129.3K | 0.00% | +3,863+23.6% | Added |
| Wrapmanager Inc | 19,532 | $124.8K | 0.03% | −6,035−23.6% | Reduced |
| Glenmede Trust Co NA | 18,923 | $120.9K | 0.00% | −1,720−8.3% | Reduced |
| Brinker Capital Investments, LLC | 17,845 | $114.0K | 0.00% | −648−3.5% | Reduced |
| Orion Portfolio Solutions, LLC | 17,845 | $114.0K | 0.00% | −648−3.5% | Reduced |
| Sanctuary Advisors, LLC | 18,249 | $113.7K | 0.00% | +18,249 | New |
| Franklin Street Advisors Inc | 17,551 | $112.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 17,258 | $110.3K | 0.00% | −1,179−6.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 17,064 | $109.0K | 0.00% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 16,504 | $105.5K | 0.01% | −3,792−18.7% | Reduced |
| Emergent Wealth Advisors, LLC | 16,500 | $105.4K | 0.08% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 16,355 | $104.5K | 0.00% | −27−0.2% | Reduced |
| Colony Group, LLC | 15,711 | $100.4K | 0.00% | −38,547−71.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 15,615 | $99.8K | 0.01% | +203+1.3% | Added |
| Vista Wealth Management Group, LLC | 15,407 | $98.5K | 0.01% | +486+3.3% | Added |
| Oppenheimer & Co Inc | 15,301 | $97.8K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 15,205 | $97.2K | 0.00% | +2,440+19.1% | Added |
| Captrust Financial Advisors | 15,083 | $96.4K | 0.00% | +2,795+22.7% | Added |
| Ieq Capital, LLC | 14,746 | $94.2K | 0.00% | +4,158+39.3% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14,596 | $93.3K | 0.00% | +14,596 | New |
| Boit C F David | 14,695 | $91.3K | 0.05% | 00.0% | Unchanged |
| Henry James International Management, Inc. | 14,143 | $90.4K | 0.03% | −392−2.7% | Reduced |
| Clarius Group, LLC | 13,672 | $87.4K | 0.01% | −1,185−8.0% | Reduced |
| Forum Financial Management, LP | 13,632 | $87.1K | 0.00% | −2,387−14.9% | Reduced |
| Checchi Capital Advisers, LLC | 13,581 | $86.8K | 0.01% | 00.0% | Unchanged |
| State Street Corp | 13,085 | $83.6K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 12,616 | $80.6K | 0.01% | +955+8.2% | Added |
| Squarepoint Ops LLC | 12,125 | $77.5K | 0.00% | +12,125 | New |
| Wolverine Trading, LLC | 11,925 | $76.2K | 0.00% | +11,925 | New |
| PDS Planning, Inc | 11,423 | $73.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 11,214 | $71.7K | 0.01% | −4,489−28.6% | Reduced |
| Janney Montgomery Scott LLC | 11,114 | $71.0K | 0.00% | −1,000−8.3% | Reduced |
| Burns Matteson Capital Management, LLC | 10,825 | $69.2K | 0.04% | −2,192−16.8% | Reduced |
| Axxcess Wealth Management, LLC | 10,742 | $68.6K | 0.00% | +14+0.1% | Added |
| M&T Bank Corp | 10,640 | $68.0K | 0.00% | −2,811−20.9% | Reduced |
| Camden Capital, LLC | 10,610 | $67.8K | 0.01% | −1,291−10.8% | Reduced |
| Perigon Wealth Management, LLC | 10,537 | $67.3K | 0.00% | −394−3.6% | Reduced |
| Capital Asset Advisory Services LLC | 10,742 | $66.8K | 0.00% | +14+0.1% | Added |
| Canopy Partners, LLC | 10,434 | $66.7K | 0.03% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 10,195 | $65.1K | 0.00% | −910−8.2% | Reduced |
| Cromwell Holdings LLC | 9,692 | $61.9K | 0.04% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 13,357 | $59.3K | 0.00% | +13,357 | New |
| Advisor Group Holdings, Inc. | 8,856 | $56.6K | 0.00% | −455−4.9% | Reduced |
| GeoWealth Management, LLC | 8,315 | $53.1K | 0.00% | −3,060−26.9% | Reduced |
| Allworth Financial LP | 8,182 | $52.3K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 7,517 | $48.0K | 0.00% | +7,517 | New |
| Tower Research Capital LLC (TRC) | 7,331 | $46.8K | 0.00% | −11,010−60.0% | Reduced |
| CWM, LLC | 6,070 | $39.0K | 0.00% | +345+6.0% | Added |
| EverSource Wealth Advisors, LLC | 5,876 | $37.5K | 0.00% | +183+3.2% | Added |
| CKW Financial Group | 5,900 | $37.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 5,382 | $34.4K | 0.00% | +3,963+279.3% | Added |
| GAMMA Investing LLC | 5,275 | $33.7K | 0.00% | +181+3.6% | Added |
| Federation des caisses Desjardins du Quebec | 5,230 | $33.4K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 5,164 | $33.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 5,000 | $31.9K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 4,620 | $29.5K | 0.00% | +31+0.7% | Added |
| Massmutual Trust Co FSB | 4,370 | $27.9K | 0.00% | −228−5.0% | Reduced |
| Bell Investment Advisors, Inc | 3,990 | $25.5K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 3,599 | $23.0K | 0.01% | +3,599 | New |
| Clean Yield Group | 3,576 | $22.9K | 0.01% | +3,576 | New |
| Proequities, Inc. | 3,321 | $21.2K | 0.00% | −327−9.0% | Reduced |
| Provenance Wealth Advisors, LLC | 2,900 | $18.5K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 2,729 | $17.4K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 2,466 | $15.8K | 0.00% | +2,385+2,944.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,380 | $15.3K | 0.00% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 2,094 | $13.4K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,922 | $12.3K | 0.00% | +1,526+385.4% | Added |
| Harbour Investments, Inc. | 1,907 | $12.2K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,767 | $11.3K | 0.00% | +1,767 | New |
| Fifth Third Bancorp | 1,699 | $10.9K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,572 | $10.0K | 0.00% | +73+4.9% | Added |
| Farther Finance Advisors, LLC | 1,282 | $8.19K | 0.00% | +718+127.3% | Added |
| TD Waterhouse Canada Inc. | 1,200 | $7.46K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 1,144 | $7.31K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,020 | $6.52K | 0.00% | 00.0% | Unchanged |