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 |
|---|---|---|---|---|---|
| Hemington Wealth Management | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $5 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 2 | $14 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 11 | $80 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 12 | $86 | 0.00% | +12 | New |
| CoreCap Advisors, LLC | 18 | $130 | 0.00% | +18 | New |
| Toronto Dominion Bank | 27 | $195 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 32 | $232 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 32 | $232 | 0.00% | +32 | New |
| Pacific Center for Financial Services | 36 | $261 | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 60 | $434 | 0.00% | +60 | New |
| AdvisorNet Financial, Inc | 72 | $521 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 72 | $522 | 0.00% | +72 | New |
| Highline Wealth Partners LLC | 102 | $738 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 105 | $760 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 116 | $840 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 117 | $847 | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 122 | $883 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 126 | $913 | 0.00% | +126 | New |
| Twin Peaks Wealth Advisors, LLC | 159 | $1.18K | 0.00% | +159 | New |
| Anchor Investment Management, LLC | 184 | $1.33K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 197 | $1.43K | 0.00% | +197 | New |
| Whipplewood Advisors, LLC | 221 | $1.60K | 0.00% | +151+215.7% | Added |
| Montag A & Associates Inc | 190 | $1.76K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 258 | $1.87K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 281 | $2.00K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 333 | $2.00K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 349 | $2.53K | 0.00% | +349 | New |
| St. Johns Investment Management Company, LLC | 354 | $2.56K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 396 | $2.87K | 0.00% | −4,450−91.8% | Reduced |
| Bruce G. Allen Investments, LLC | 413 | $2.99K | 0.00% | +107+35.0% | Added |
| Steward Partners Investment Advisory, LLC | 435 | $3.15K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 469 | $3.40K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 480 | $3.48K | 0.00% | −31−6.1% | Reduced |
| MTM Investment Management, LLC | 501 | $3.63K | 0.00% | +501 | New |
| Golden State Wealth Management, LLC | 532 | $3.85K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 550 | $3.92K | 0.00% | +491+832.2% | Added |
| Farther Finance Advisors, LLC | 563 | $4.08K | 0.00% | −851−60.2% | Reduced |
| JFS Wealth Advisors, LLC | 564 | $4.08K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 671 | $4.86K | 0.00% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 714 | $5.17K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 725 | $5.25K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 846 | $6.13K | 0.00% | +784+1,264.5% | Added |
| Cary Street Partner Investment Advisory LLC | 905 | $6.55K | 0.00% | +280+44.8% | Added |
| Geneos Wealth Management Inc. | 906 | $6.56K | 0.00% | −88−8.9% | Reduced |
| Pillar Financial Advisors, LLC | 930 | $6.73K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 1,000 | $7.24K | 0.00% | +1,000 | New |
| Salem Investment Counselors Inc | 1,020 | $7.61K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,068 | $7.73K | 0.00% | +1,068 | New |
| Ameritas Advisory Services, LLC | 1,092 | $7.91K | 0.00% | +1,092 | New |
| WealthCollab, LLC | 1,103 | $7.99K | 0.00% | +647+141.9% | Added |
| TD Waterhouse Canada Inc. | 1,200 | $8.71K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,249 | $9.04K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 1,259 | $9.12K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,288 | $9.32K | 0.00% | +1,288 | New |
| National Bank of Canada | 1,568 | $11.3K | 0.00% | +68+4.5% | Added |
| Copia Wealth Management | 1,575 | $11.4K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,610 | $11.7K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,855 | $13.4K | 0.00% | +341+22.5% | Added |
| Principal Securities, Inc. | 1,901 | $13.8K | 0.00% | −44−2.3% | Reduced |
| Fifth Third Bancorp | 1,919 | $13.9K | 0.00% | +220+12.9% | Added |
| William B. Walkup & Associates, Inc. | 2,094 | $15.2K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,197 | $15.9K | 0.00% | −97,887−97.8% | Reduced |
| Harbour Investments, Inc. | 2,253 | $16.3K | 0.00% | +346+18.1% | Added |
| Umb Bank N A | 2,321 | $16.8K | 0.00% | −408−15.0% | Reduced |
| Tower Research Capital LLC (TRC) | 2,595 | $18.8K | 0.00% | −15,315−85.5% | Reduced |
| MAI Capital Management | 2,630 | $19.0K | 0.00% | +1,874+247.9% | Added |
| Jones Financial Companies LLLP | 2,832 | $20.5K | 0.00% | +431+18.0% | Added |
| Sierra Ocean, LLC | 3,026 | $21.9K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 3,080 | $22.0K | 0.00% | −192−5.9% | Reduced |
| Massmutual Trust Co FSB | 3,326 | $24.1K | 0.00% | −733−18.1% | Reduced |
| Bryn Mawr Trust Co | 3,505 | $25.4K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 3,565 | $25.8K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 4,363 | $32.0K | 0.00% | +38+0.9% | Added |
| First Horizon Advisors, Inc. | 4,424 | $32.0K | 0.00% | +4,424 | New |
| Bartlett & Co. Wealth Management LLC | 5,000 | $37.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 5,164 | $37.4K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 5,525 | $40.0K | 0.00% | +2,149+63.7% | Added |
| GAMMA Investing LLC | 6,141 | $44.5K | 0.00% | +225+3.8% | Added |
| Rothschild Investment LLC | 7,906 | $57.2K | 0.00% | +559+7.6% | Added |
| Deutsche Bank AG | 9,310 | $67.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 9,686 | $70.1K | 0.00% | +433+4.7% | Added |
| Cromwell Holdings LLC | 9,692 | $72.3K | 0.04% | 00.0% | Unchanged |
| Canopy Partners, LLC | 10,166 | $73.6K | 0.03% | −268−2.6% | Reduced |
| Capital Performance Advisors LLP | 10,197 | $73.8K | 0.01% | +10,197 | New |
| Wrapmanager Inc | 10,206 | $73.9K | 0.02% | −433−4.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 10,273 | $74.4K | 0.00% | +10,273 | New |
| Bailard, Inc. | 10,283 | $74.4K | 0.00% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 10,572 | $76.5K | 0.00% | +10,572 | New |
| Janney Montgomery Scott LLC | 10,655 | $77.0K | 0.00% | −324−3.0% | Reduced |
| GeoWealth Management, LLC | 10,700 | $77.5K | 0.00% | −2,524−19.1% | Reduced |
| Axxcess Wealth Management, LLC | 10,807 | $78.2K | 0.00% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 10,807 | $78.5K | 0.00% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 11,058 | $79.9K | 0.00% | +11,058 | New |
| Jackson Thornton Asset Management, LLC | 11,410 | $80.4K | 0.01% | +11,410 | New |
| Glenmede Investment Management, LP | 11,315 | $81.9K | 0.00% | +11,315 | New |
| Advisor Group Holdings, Inc. | 11,498 | $83.1K | 0.00% | +839+7.9% | Added |
| M&T Bank Corp | 11,610 | $84.2K | 0.00% | +901+8.4% | Added |
| Optas, LLC | 12,030 | $87.1K | 0.02% | +12,030 | New |
| Alliance Wealth Advisors, LLC | 12,061 | $87.3K | 0.02% | +134+1.1% | Added |