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 2025
Institutional positions in Aegon Ltd. as of Jun 30, 2025. 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
- 267
- +16 vs. Q1 2025
- Shares held
- 198.3M
- +7.82M (+4.1%) vs. Q1 2025
- Total value
- $1.44B
- +$180.5M (+14.4%) vs. Q1 2025
- New holders
- 39
- 105 more added
- Sold out
- 23
- 64 more reduced
5 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 2025
Shares, value and share of portfolio for each institution holding Aegon Ltd.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dodge & Cox | 88,737,090 | $642.5M | 0.36% | −28,804,015−24.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 21,006,803 | $152.1M | 0.11% | +10,732,972+104.5% | Added |
| Morgan Stanley | 12,630,234 | $91.4M | 0.01% | +4,810,768+61.5% | Added |
| Dimensional Fund Advisors LP | 7,741,266 | $56.0M | 0.01% | +2,377,294+44.3% | Added |
| Voloridge Investment Management, LLC | 6,805,921 | $49.3M | 0.18% | +1,830,709+36.8% | Added |
| BNP Paribas Arbitrage, SA | 6,169,541 | $44.7M | 0.03% | +4,650,272+306.1% | Added |
| BlackRock, Inc. | 5,300,700 | $38.4M | 0.00% | −95,089−1.8% | Reduced |
| Goldman Sachs Group Inc | 3,739,533 | $27.1M | 0.00% | −1,257,398−25.2% | Reduced |
| Citadel Advisors LLC | 3,663,210 | $26.5M | 0.02% | +3,159,124+626.7% | Added |
| Acadian Asset Management LLC | 3,482,943 | $25.2M | 0.05% | +3,340,666+2,348.0% | Added |
| UBS Group AG | 2,989,159 | $21.6M | 0.00% | +2,044,916+216.6% | Added |
| Wellington Management Group LLP | 2,444,636 | $17.7M | 0.00% | −2,356,497−49.1% | Reduced |
| Raymond James Financial Inc | 2,432,474 | $17.6M | 0.01% | −201,585−7.7% | Reduced |
| Bank of America Corp | 2,376,682 | $17.2M | 0.00% | −549,064−18.8% | Reduced |
| Two Sigma Investments, LP | 1,937,433 | $14.0M | 0.03% | +1,730,152+834.7% | Added |
| JPMorgan Chase & Co | 1,623,496 | $11.8M | 0.00% | +1,485,135+1,073.4% | Added |
| Northern Trust Corp | 1,511,752 | $10.9M | 0.00% | +59,631+4.1% | Added |
| Grace & White Inc | 1,247,742 | $9.03M | 1.65% | −246,220−16.5% | Reduced |
| Millennium Management LLC | 1,141,491 | $8.26M | 0.01% | +915,330+404.7% | Added |
| Marshall Wace, LLP | 1,107,951 | $8.02M | 0.01% | +1,107,951 | New |
| American Century Companies Inc | 1,042,581 | $7.55M | 0.00% | +93,388+9.8% | Added |
| Summit Global Investments | 1,040,668 | $7.53M | 0.44% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 997,035 | $7.22M | 0.00% | +899,662+923.9% | Added |
| Private Wealth Asset Management, LLC | 900,118 | $6.52M | 0.86% | −100,000−10.0% | Reduced |
| Cubist Systematic Strategies, LLC | 810,442 | $5.87M | 0.06% | +115,334+16.6% | Added |
| Qube Research & Technologies Ltd | 645,098 | $4.67M | 0.01% | +645,098 | New |
| Teachers Retirement System of the State of Kentucky | 605,650 | $4.38M | 0.04% | +57,150+10.4% | Added |
| Todd Asset Management LLC | 605,650 | $4.38M | 0.09% | +57,150+10.4% | Added |
| Jane Street Group, LLC | 570,963 | $4.13M | 0.01% | +498,400+686.9% | Added |
| Two Sigma Advisers, LP | 556,495 | $4.03M | 0.01% | −198,100−26.3% | Reduced |
| SEI Investments Co | 526,541 | $3.81M | 0.00% | +38,628+7.9% | Added |
| Quantinno Capital Management LP | 512,865 | $3.71M | 0.02% | +206,796+67.6% | Added |
| Creative Planning | 401,101 | $2.90M | 0.00% | +55,028+15.9% | Added |
| US Bancorp | 369,497 | $2.68M | 0.00% | +4,279+1.2% | Added |
| AQR Capital Management LLC | 359,611 | $2.60M | 0.00% | +284,042+375.9% | Added |
| CIBC World Markets Inc. | 333,427 | $2.41M | 0.01% | +10,976+3.4% | Added |
| Vident Advisory, LLC | 286,689 | $2.08M | 0.02% | +11,467+4.2% | Added |
| Employees Retirement System of Texas | 276,450 | $2.00M | 0.02% | −13,241−4.6% | Reduced |
| Envestnet Asset Management Inc | 256,590 | $1.86M | 0.00% | +27,256+11.9% | Added |
| Ethic Inc. | 247,969 | $1.80M | 0.03% | −54,950−18.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 244,643 | $1.77M | 0.07% | −9,790−3.8% | Reduced |
| The PNC Financial Services Group, Inc. | 209,990 | $1.52M | 0.00% | −194−0.1% | Reduced |
| HighTower Advisors, LLC | 203,108 | $1.47M | 0.00% | −23,549−10.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 201,002 | $1.46M | 0.09% | +161,423+407.9% | Added |
| Quadrant Capital Group LLC | 199,679 | $1.45M | 0.05% | −5,691−2.8% | Reduced |
| Wells Fargo & Company | 193,069 | $1.40M | 0.00% | +11,497+6.3% | Added |
| Charles Schwab Investment Management Inc | 187,570 | $1.36M | 0.00% | +16,743+9.8% | Added |
| O'Shaughnessy Asset Management, LLC | 186,858 | $1.35M | 0.01% | +41,172+28.3% | Added |
| Mariner, LLC | 186,039 | $1.35M | 0.00% | +26,527+16.6% | Added |
| Point72 Asset Management, L.P. | 183,100 | $1.33M | 0.00% | −201,700−52.4% | Reduced |
| Wetherby Asset Management Inc | 181,151 | $1.31M | 0.06% | +181,151 | New |
| Dorsey Wright & Associates | 177,733 | $1.29M | 0.31% | −111,121−38.5% | Reduced |
| Royal Bank of Canada | 172,680 | $1.25M | 0.00% | +95,604+124.0% | Added |
| Crossmark Global Holdings, Inc. | 167,388 | $1.21M | 0.02% | +41,278+32.7% | Added |
| Capital Fund Management S.A. | 160,618 | $1.16M | 0.01% | +160,618 | New |
| Vanguard Group Inc | 155,948 | $1.13M | 0.00% | 00.0% | Unchanged |
| Greenleaf Trust | 153,131 | $1.11M | 0.01% | −1,387−0.9% | Reduced |
| Diversify Wealth Management, LLC | 143,517 | $1.07M | 0.07% | +22,773+18.9% | Added |
| LPL Financial LLC | 146,760 | $1.06M | 0.00% | +62,733+74.7% | Added |
| Graham Capital Management, L.P. | 143,972 | $1.04M | 0.03% | +111,132+338.4% | Added |
| FMR LLC | 129,841 | $940.0K | 0.00% | −228,209−63.7% | Reduced |
| Cerity Partners LLC | 129,602 | $938.4K | 0.00% | +3,841+3.1% | Added |
| JustInvest LLC | 129,214 | $935.5K | 0.01% | +8,858+7.4% | Added |
| Federation des caisses Desjardins du Quebec | 125,386 | $909.1K | 0.00% | +120,156+2,297.4% | Added |
| Susquehanna International Group, LLP | 122,253 | $885.1K | 0.00% | +122,253 | New |
| AdvisorShares Investments LLC | 122,183 | $884.6K | 0.16% | +19,259+18.7% | Added |
| Lazard Asset Management LLC | 122,081 | $883.0K | 0.00% | +122,081 | New |
| Signaturefd, LLC | 120,185 | $870.1K | 0.01% | −5,767−4.6% | Reduced |
| Bank of New York Mellon Corp | 118,474 | $857.7K | 0.00% | −9,801−7.6% | Reduced |
| QRG Capital Management, Inc. | 103,800 | $751.5K | 0.01% | +10,338+11.1% | Added |
| Mercer Global Advisors Inc | 103,664 | $750.5K | 0.00% | +11,359+12.3% | Added |
| Pathstone Holdings, LLC | 102,060 | $741.3K | 0.00% | +7,067+7.4% | Added |
| FORA Capital, LLC | 102,389 | $741.3K | 0.08% | +39,985+64.1% | Added |
| Quantbot Technologies LP | 97,076 | $702.8K | 0.02% | +96,876+48,438.0% | Added |
| Wealthstar Advisors, LLC | 96,994 | $702.2K | 0.26% | +1,955+2.1% | Added |
| Russell Investments Group, Ltd. | 95,376 | $690.5K | 0.00% | +13,551+16.6% | Added |
| Stifel Financial Corp | 95,356 | $690.4K | 0.00% | +554+0.6% | Added |
| Rhumbline Advisers | 92,294 | $668.2K | 0.00% | +2,921+3.3% | Added |
| Natixis Advisors, L.P. | 91,124 | $660.0K | 0.00% | +3,201+3.6% | Added |
| OLIO Financial Planning | 84,149 | $609.2K | 0.19% | 00.0% | Unchanged |
| Colony Group, LLC | 80,197 | $581.1K | 0.00% | +10,155+14.5% | Added |
| SG Americas Securities, LLC | 75,789 | $549.0K | 0.00% | +3,770+5.2% | Added |
| RSM US Wealth Management LLC | 64,180 | $478.8K | 0.01% | −10,658−14.2% | Reduced |
| Kestra Advisory Services, LLC | 63,767 | $461.7K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 62,729 | $456.7K | 0.00% | +50,805+426.1% | Added |
| Jackson Square Capital, LLC | 62,744 | $454.3K | 0.10% | +15,340+32.4% | Added |
| Cetera Investment Advisers | 62,634 | $453.5K | 0.00% | −394−0.6% | Reduced |
| First Trust Advisors LP | 60,844 | $440.5K | 0.00% | −22,109−26.7% | Reduced |
| Evergreen Capital Management LLC | 58,760 | $434.7K | 0.01% | −2,554−4.2% | Reduced |
| Ballentine Partners, LLC | 58,306 | $422.1K | 0.01% | −23,041−28.3% | Reduced |
| Highland Capital Management, LLC | 57,362 | $415.3K | 0.02% | −2,465−4.1% | Reduced |
| Miller Investment Management, LP | 57,015 | $412.8K | 0.04% | 00.0% | Unchanged |
| Macquarie Group Ltd | 56,870 | $412.0K | 0.00% | +56,870 | New |
| Atria Investments LLC | 53,206 | $385.2K | 0.00% | +646+1.2% | Added |
| Ritholtz Wealth Management | 49,367 | $357.4K | 0.01% | +39+0.1% | Added |
| Callan Family Office, LLC | 47,586 | $344.5K | 0.01% | +47,586 | New |
| Diversify Advisory Services, LLC | 45,019 | $334.9K | 0.01% | +10,535+30.6% | Added |
| Clearstead Advisors, LLC | 45,710 | $330.9K | 0.00% | −77−0.2% | Reduced |
| Ellevest, Inc. | 45,351 | $328.3K | 0.05% | −6,496−12.5% | Reduced |
| Principal Street Partners, LLC | 44,938 | $325.4K | 0.03% | +22,469+100.0% | Added |