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 |
|---|---|---|---|---|---|
| Oppenheimer & Co Inc | 12,967 | $93.9K | 0.00% | −1,817−12.3% | Reduced |
| Kovitz Investment Group Partners, LLC | 12,924 | $94.5K | 0.00% | +127+1.0% | Added |
| FourThought Financial Partners, LLC | 13,458 | $97.4K | 0.01% | 00.0% | Unchanged |
| State Street Corp | 13,085 | $97.6K | 0.00% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 13,581 | $98.3K | 0.01% | 00.0% | Unchanged |
| Clarius Group, LLC | 13,672 | $99.0K | 0.01% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 13,897 | $100.6K | 0.01% | −216−1.5% | Reduced |
| Henry James International Management, Inc. | 14,349 | $103.9K | 0.03% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 14,548 | $105.3K | 0.00% | +8,770+151.8% | Added |
| Boit C F David | 14,695 | $106.4K | 0.05% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 15,551 | $113.0K | 0.01% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 15,625 | $113.1K | 0.00% | +15,625 | New |
| Savant Capital, LLC | 15,640 | $113.2K | 0.00% | −18,283−53.9% | Reduced |
| Warren Averett Asset Management, LLC | 15,665 | $113.4K | 0.00% | +4,225+36.9% | Added |
| Dorsey & Whitney Trust CO LLC | 15,798 | $114.4K | 0.01% | +2,403+17.9% | Added |
| Guggenheim Capital LLC | 15,921 | $115.3K | 0.00% | −222−1.4% | Reduced |
| Accel Wealth Management | 16,040 | $116.1K | 0.04% | +16,040 | New |
| PDS Planning, Inc | 16,550 | $119.8K | 0.01% | +5,127+44.9% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 16,571 | $120.0K | 0.00% | +16,571 | New |
| Captrust Financial Advisors | 17,436 | $126.2K | 0.00% | −1,511−8.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 17,624 | $127.6K | 0.00% | +560+3.3% | Added |
| Forum Financial Management, LP | 17,657 | $127.8K | 0.00% | −1,532−8.0% | Reduced |
| Parallel Advisors, LLC | 18,547 | $134.3K | 0.00% | +1,069+6.1% | Added |
| Burns Matteson Capital Management, LLC | 19,303 | $139.8K | 0.07% | +5,287+37.7% | Added |
| Ronald Blue Trust, Inc. | 19,814 | $143.5K | 0.00% | +4,774+31.7% | Added |
| Allspring Global Investments Holdings, LLC | 19,998 | $143.9K | 0.00% | −286−1.4% | Reduced |
| Gotham Asset Management, LLC | 20,032 | $145.0K | 0.00% | +378+1.9% | Added |
| Yousif Capital Management, LLC | 20,045 | $145.1K | 0.00% | +1,470+7.9% | Added |
| Brinker Capital Investments, LLC | 20,775 | $150.4K | 0.00% | +1,007+5.1% | Added |
| Stock Yards Bank & Trust Co | 20,859 | $151.0K | 0.01% | −48−0.2% | Reduced |
| Beverly Hills Private Wealth, LLC | 21,131 | $153.0K | 0.03% | −1,208−5.4% | Reduced |
| Sage Rhino Capital LLC | 21,291 | $154.1K | 0.03% | −275−1.3% | Reduced |
| Private Advisor Group, LLC | 21,368 | $154.7K | 0.00% | +467+2.2% | Added |
| AE Wealth Management LLC | 21,518 | $155.8K | 0.00% | +1,234+6.1% | Added |
| Sivia Capital Partners, LLC | 22,788 | $165.0K | 0.06% | +22,788 | New |
| TownSquare Capital, LLC | 22,830 | $165.3K | 0.02% | −73,177−76.2% | Reduced |
| Ieq Capital, LLC | 23,109 | $167.3K | 0.00% | +7,316+46.3% | Added |
| Sequoia Financial Advisors, LLC | 23,576 | $170.7K | 0.00% | +1,440+6.5% | Added |
| Personal Cfo Solutions, LLC | 25,740 | $186.4K | 0.03% | +1,689+7.0% | Added |
| Shilanski & Associates, Inc. | 25,849 | $192.7K | 0.06% | −49−0.2% | Reduced |
| Vise Technologies, Inc. | 26,656 | $193.0K | 0.01% | +26,656 | New |
| Aaron Wealth Advisors | 27,012 | $195.6K | 0.02% | +27,012 | New |
| United Capital Financial Advisers, LLC | 27,028 | $195.7K | 0.00% | −2,496−8.5% | Reduced |
| Eqis Capital Management, Inc. | 27,242 | $197.2K | 0.02% | −775−2.8% | Reduced |
| Franklin Resources Inc | 27,407 | $198.4K | 0.00% | −1,020−3.6% | Reduced |
| Smartleaf Asset Management LLC | 27,411 | $198.5K | 0.02% | −5,867−17.6% | Reduced |
| NFP Retirement, Inc. | 27,938 | $202.3K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 28,486 | $206.0K | 0.00% | +27,033+1,860.5% | Added |
| Kestra Private Wealth Services, LLC | 28,500 | $206.3K | 0.00% | +7,000+32.6% | Added |
| Integrated Wealth Concepts LLC | 29,501 | $213.6K | 0.00% | +29,501 | New |
| Truist Financial Corp | 30,074 | $217.7K | 0.00% | +669+2.3% | Added |
| Cary Street Partners Financial LLC | 30,253 | $219.0K | 0.01% | −1,093−3.5% | Reduced |
| Fulton Bank, N.A. | 30,522 | $221.0K | 0.01% | −35,372−53.7% | Reduced |
| Syon Capital LLC | 30,701 | $222.3K | 0.01% | +1,440+4.9% | Added |
| J.W. Cole Advisors, Inc. | 31,557 | $228.5K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 34,000 | $246.2K | 0.03% | −4,800−12.4% | Reduced |
| Skopos Labs, Inc. | 34,013 | $246.3K | 0.03% | +30,516+872.6% | Added |
| Engineers Gate Manager LP | 34,128 | $247.1K | 0.00% | +34,128 | New |
| Lester Murray Antman dba SimplyRich | 36,345 | $263.0K | 0.07% | +36,345 | New |
| Ar Asset Management Inc | 36,691 | $266.0K | 0.06% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 37,333 | $270.3K | 0.05% | +2,234+6.4% | Added |
| Commonwealth Equity Services, LLC | 39,397 | $285.0K | 0.00% | +874+2.3% | Added |
| Versant Capital Management, Inc | 40,185 | $290.9K | 0.04% | −124−0.3% | Reduced |
| CIBC Private Wealth Group, LLC | 40,532 | $293.5K | 0.00% | +15,425+61.4% | Added |
| CI Private Wealth, LLC | 41,258 | $298.7K | 0.00% | −838−2.0% | Reduced |
| Legacy Capital Group California, Inc. | 42,565 | $308.2K | 0.09% | +6,020+16.5% | Added |
| Bank of Montreal | 44,065 | $319.0K | 0.00% | +227+0.5% | Added |
| Principal Street Partners, LLC | 44,938 | $325.4K | 0.03% | +22,469+100.0% | Added |
| Ellevest, Inc. | 45,351 | $328.3K | 0.05% | −6,496−12.5% | Reduced |
| Clearstead Advisors, LLC | 45,710 | $330.9K | 0.00% | −77−0.2% | Reduced |
| Diversify Advisory Services, LLC | 45,019 | $334.9K | 0.01% | +10,535+30.6% | Added |
| Callan Family Office, LLC | 47,586 | $344.5K | 0.01% | +47,586 | New |
| Ritholtz Wealth Management | 49,367 | $357.4K | 0.01% | +39+0.1% | Added |
| Atria Investments LLC | 53,206 | $385.2K | 0.00% | +646+1.2% | Added |
| Macquarie Group Ltd | 56,870 | $412.0K | 0.00% | +56,870 | New |
| Miller Investment Management, LP | 57,015 | $412.8K | 0.04% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 57,362 | $415.3K | 0.02% | −2,465−4.1% | Reduced |
| Ballentine Partners, LLC | 58,306 | $422.1K | 0.01% | −23,041−28.3% | Reduced |
| Evergreen Capital Management LLC | 58,760 | $434.7K | 0.01% | −2,554−4.2% | Reduced |
| First Trust Advisors LP | 60,844 | $440.5K | 0.00% | −22,109−26.7% | Reduced |
| Cetera Investment Advisers | 62,634 | $453.5K | 0.00% | −394−0.6% | Reduced |
| Jackson Square Capital, LLC | 62,744 | $454.3K | 0.10% | +15,340+32.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 62,729 | $456.7K | 0.00% | +50,805+426.1% | Added |
| Kestra Advisory Services, LLC | 63,767 | $461.7K | 0.00% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 64,180 | $478.8K | 0.01% | −10,658−14.2% | Reduced |
| SG Americas Securities, LLC | 75,789 | $549.0K | 0.00% | +3,770+5.2% | Added |
| Colony Group, LLC | 80,197 | $581.1K | 0.00% | +10,155+14.5% | Added |
| OLIO Financial Planning | 84,149 | $609.2K | 0.19% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 91,124 | $660.0K | 0.00% | +3,201+3.6% | Added |
| Rhumbline Advisers | 92,294 | $668.2K | 0.00% | +2,921+3.3% | Added |
| Stifel Financial Corp | 95,356 | $690.4K | 0.00% | +554+0.6% | Added |
| Russell Investments Group, Ltd. | 95,376 | $690.5K | 0.00% | +13,551+16.6% | Added |
| Wealthstar Advisors, LLC | 96,994 | $702.2K | 0.26% | +1,955+2.1% | Added |
| Quantbot Technologies LP | 97,076 | $702.8K | 0.02% | +96,876+48,438.0% | Added |
| FORA Capital, LLC | 102,389 | $741.3K | 0.08% | +39,985+64.1% | Added |
| Pathstone Holdings, LLC | 102,060 | $741.3K | 0.00% | +7,067+7.4% | Added |
| Mercer Global Advisors Inc | 103,664 | $750.5K | 0.00% | +11,359+12.3% | Added |
| QRG Capital Management, Inc. | 103,800 | $751.5K | 0.01% | +10,338+11.1% | Added |
| Bank of New York Mellon Corp | 118,474 | $857.7K | 0.00% | −9,801−7.6% | Reduced |
| Signaturefd, LLC | 120,185 | $870.1K | 0.01% | −5,767−4.6% | Reduced |