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, Q4 2024
Institutional positions in Aegon Ltd. as of Dec 31, 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
- 254
- +18 vs. Q3 2024
- Shares held
- 180.8M
- +7.45M (+4.3%) vs. Q3 2024
- Total value
- $1.06B
- −$47.1M (−4.2%) vs. Q3 2024
- New holders
- 32
- 67 more added
- Sold out
- 14
- 89 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Aegon Ltd.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dodge & Cox | 117,764,090 | $693.6M | 0.40% | −19,9920.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 6,341,765 | $37.4M | 0.03% | −26,230−0.4% | Reduced |
| Morgan Stanley | 6,067,170 | $35.7M | 0.00% | −443,086−6.8% | Reduced |
| BlackRock, Inc. | 5,428,155 | $32.0M | 0.00% | +31,975+0.6% | Added |
| Dimensional Fund Advisors LP | 5,413,607 | $31.9M | 0.01% | +298,679+5.8% | Added |
| Goldman Sachs Group Inc | 5,311,987 | $31.3M | 0.01% | +821,180+18.3% | Added |
| Wellington Management Group LLP | 4,218,511 | $24.8M | 0.00% | −266,280−5.9% | Reduced |
| Raymond James Financial Inc | 2,614,044 | $15.4M | 0.01% | +2,614,044 | New |
| Voloridge Investment Management, LLC | 1,895,842 | $11.2M | 0.04% | +409,694+27.6% | Added |
| Grace & White Inc | 1,493,962 | $8.80M | 1.65% | 00.0% | Unchanged |
| Northern Trust Corp | 1,419,940 | $8.36M | 0.00% | +679,126+91.7% | Added |
| Marshall Wace, LLP | 1,410,756 | $8.31M | 0.01% | +387,085+37.8% | Added |
| BNP Paribas Arbitrage, SA | 1,220,786 | $7.19M | 0.01% | +1,023,116+517.6% | Added |
| Summit Global Investments | 1,040,668 | $6.13M | 0.38% | +1000.0% | Added |
| Old Mission Capital LLC | 1,028,750 | $6.06M | 0.14% | +841,863+450.5% | Added |
| American Century Companies Inc | 912,556 | $5.37M | 0.00% | +47,962+5.5% | Added |
| Citadel Advisors LLC | 854,507 | $5.03M | 0.00% | +388,076+83.2% | Added |
| Cubist Systematic Strategies, LLC | 803,580 | $4.73M | 0.08% | +803,580 | New |
| UBS Group AG | 803,071 | $4.73M | 0.00% | +711,375+775.8% | Added |
| Optiver Holding B.V. | 766,456 | $4.51M | 0.15% | −257,186−25.1% | Reduced |
| Abc Arbitrage SA | 576,292 | $3.39M | 0.49% | +576,292 | New |
| Millennium Management LLC | 525,709 | $3.10M | 0.00% | −285,922−35.2% | Reduced |
| SEI Investments Co | 486,141 | $2.86M | 0.00% | +2,650+0.5% | Added |
| Point72 Asset Management, L.P. | 378,200 | $2.23M | 0.01% | +355,671+1,578.7% | Added |
| US Bancorp | 372,605 | $2.19M | 0.00% | −4,247−1.1% | Reduced |
| Stifel Financial Corp | 366,490 | $2.16M | 0.00% | −49,002−11.8% | Reduced |
| FMR LLC | 362,073 | $2.13M | 0.00% | +120,674+50.0% | Added |
| Creative Planning | 349,134 | $2.06M | 0.00% | +13,799+4.1% | Added |
| Ethic Inc. | 336,455 | $1.98M | 0.04% | −12,141−3.5% | Reduced |
| CIBC World Markets Inc. | 318,068 | $1.87M | 0.00% | −242,931−43.3% | Reduced |
| Jane Street Group, LLC | 316,488 | $1.86M | 0.00% | +110,768+53.8% | Added |
| Dorsey Wright & Associates | 312,684 | $1.84M | 0.44% | −98,181−23.9% | Reduced |
| Bank of America Corp | 302,612 | $1.78M | 0.00% | −556,157−64.8% | Reduced |
| Employees Retirement System of Texas | 289,691 | $1.71M | 0.01% | −33,266−10.3% | Reduced |
| Two Sigma Advisers, LP | 283,207 | $1.67M | 0.00% | +283,207 | New |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 277,586 | $1.63M | 1.00% | +277,586 | New |
| HighTower Advisors, LLC | 251,743 | $1.48M | 0.00% | −50,519−16.7% | Reduced |
| Vident Advisory, LLC | 239,603 | $1.41M | 0.02% | −14,498−5.7% | Reduced |
| Envestnet Asset Management Inc | 231,349 | $1.36M | 0.00% | −8,991−3.7% | Reduced |
| Wells Fargo & Company | 217,939 | $1.28M | 0.00% | −2,547−1.2% | Reduced |
| The PNC Financial Services Group, Inc. | 212,026 | $1.25M | 0.00% | +948+0.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 202,259 | $1.19M | 0.05% | +68,310+51.0% | Added |
| Wetherby Asset Management Inc | 192,352 | $1.13M | 0.05% | −2,189−1.1% | Reduced |
| Qube Research & Technologies Ltd | 180,639 | $1.06M | 0.00% | +180,639 | New |
| Vanguard Group Inc | 155,948 | $918.5K | 0.00% | −15,900−9.3% | Reduced |
| Greenleaf Trust | 154,518 | $910.1K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 149,178 | $878.6K | 0.00% | −9,904−6.2% | Reduced |
| First Hawaiian Bank | 148,200 | $872.9K | 0.03% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 145,663 | $858.0K | 0.01% | +1,779+1.2% | Added |
| Cerity Partners LLC | 138,595 | $837.8K | 0.00% | −10,437−7.0% | Reduced |
| Charles Schwab Investment Management Inc | 134,316 | $791.1K | 0.00% | +27,370+25.6% | Added |
| Signaturefd, LLC | 129,113 | $760.5K | 0.01% | −3,684−2.8% | Reduced |
| Bank of New York Mellon Corp | 127,001 | $748.0K | 0.00% | −1,479−1.2% | Reduced |
| Crossmark Global Holdings, Inc. | 126,041 | $742.0K | 0.01% | +2,094+1.7% | Added |
| Acadian Asset Management LLC | 118,607 | $698.0K | 0.00% | +118,607 | New |
| XTX Topco Ltd | 110,423 | $650.4K | 0.05% | +17,293+18.6% | Added |
| Diversify Wealth Management, LLC | 109,220 | $648.8K | 0.05% | +18,084+19.8% | Added |
| Two Sigma Investments, LP | 109,514 | $645.0K | 0.00% | +109,514 | New |
| JustInvest LLC | 109,368 | $644.2K | 0.01% | +6,603+6.4% | Added |
| National Bank of Canada | 107,065 | $630.6K | 0.00% | −31,671−22.8% | Reduced |
| RSM US Wealth Management LLC | 103,388 | $606.2K | 0.01% | −1,650−1.6% | Reduced |
| Wealthstar Advisors, LLC | 102,086 | $601.3K | 0.26% | +102,086 | New |
| Pathstone Holdings, LLC | 101,065 | $595.2K | 0.00% | −2,031−2.0% | Reduced |
| Rhumbline Advisers | 90,689 | $534.2K | 0.00% | −11,015−10.8% | Reduced |
| TownSquare Capital, LLC | 89,321 | $526.1K | 0.01% | +410+0.5% | Added |
| QRG Capital Management, Inc. | 88,413 | $520.8K | 0.01% | +5,190+6.2% | Added |
| Mercer Global Advisors Inc | 88,159 | $519.3K | 0.00% | +18,434+26.4% | Added |
| First Trust Advisors LP | 87,979 | $518.2K | 0.00% | +87,979 | New |
| Natixis Advisors, L.P. | 84,250 | $496.0K | 0.00% | −2,365−2.7% | Reduced |
| OLIO Financial Planning | 84,149 | $495.6K | 0.17% | +84,149 | New |
| Quantinno Capital Management LP | 82,238 | $484.4K | 0.00% | −67,856−45.2% | Reduced |
| Ameriprise Financial Inc | 80,684 | $475.2K | 0.00% | +1,342+1.7% | Added |
| Squarepoint Ops LLC | 80,179 | $472.3K | 0.00% | +68,054+561.3% | Added |
| Russell Investments Group, Ltd. | 76,168 | $448.6K | 0.00% | +2,241+3.0% | Added |
| Royal Bank of Canada | 75,525 | $445.0K | 0.00% | −11,142−12.9% | Reduced |
| SG Americas Securities, LLC | 74,288 | $438.0K | 0.00% | −2,515−3.3% | Reduced |
| LPL Financial LLC | 72,000 | $424.1K | 0.00% | +3,039+4.4% | Added |
| JPMorgan Chase & Co | 71,189 | $419.3K | 0.00% | +30,296+74.1% | Added |
| AdvisorShares Investments LLC | 70,715 | $416.5K | 0.08% | −10,390−12.8% | Reduced |
| Colony Group, LLC | 69,850 | $411.4K | 0.00% | +54,139+344.6% | Added |
| Kestra Advisory Services, LLC | 68,009 | $400.6K | 0.00% | −42,506−38.5% | Reduced |
| Fulton Bank, N.A. | 67,451 | $397.3K | 0.02% | 00.0% | Unchanged |
| Quantbot Technologies LP | 65,298 | $384.6K | 0.01% | −49,178−43.0% | Reduced |
| AQR Capital Management LLC | 64,978 | $382.7K | 0.00% | +791+1.2% | Added |
| Highland Capital Management, LLC | 64,027 | $377.1K | 0.02% | −1,825−2.8% | Reduced |
| Cetera Investment Advisers | 58,575 | $345.0K | 0.00% | −2,449−4.0% | Reduced |
| Ballentine Partners, LLC | 57,909 | $341.1K | 0.01% | −4,335−7.0% | Reduced |
| Miller Investment Management, LP | 57,015 | $335.8K | 0.04% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 56,930 | $335.3K | 0.00% | −2,558−4.3% | Reduced |
| Ellevest, Inc. | 56,505 | $332.8K | 0.02% | −7,224−11.3% | Reduced |
| Quadrant Capital Group LLC | 49,806 | $293.4K | 0.02% | −1,906−3.7% | Reduced |
| Ritholtz Wealth Management | 49,328 | $290.5K | 0.01% | −745−1.5% | Reduced |
| Atria Investments LLC | 46,195 | $272.1K | 0.00% | −23,640−33.9% | Reduced |
| Clearstead Advisors, LLC | 45,710 | $269.2K | 0.00% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 44,976 | $264.9K | 0.01% | −5,473−10.8% | Reduced |
| Bank of Montreal | 44,504 | $262.1K | 0.00% | −4,645−9.5% | Reduced |
| Susquehanna International Group, LLP | 43,821 | $258.1K | 0.00% | −121,838−73.5% | Reduced |
| Barclays PLC | 40,000 | $235.6K | 0.00% | +40,000 | New |
| CAPROCK Group, Inc. | 39,468 | $232.5K | 0.01% | −1,822−4.4% | Reduced |
| Commonwealth Equity Services, LLC | 39,236 | $231.0K | 0.00% | −4,408−10.1% | Reduced |