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 |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 122,081 | $883.0K | 0.00% | +122,081 | New |
| AdvisorShares Investments LLC | 122,183 | $884.6K | 0.16% | +19,259+18.7% | Added |
| Susquehanna International Group, LLP | 122,253 | $885.1K | 0.00% | +122,253 | New |
| Federation des caisses Desjardins du Quebec | 125,386 | $909.1K | 0.00% | +120,156+2,297.4% | Added |
| JustInvest LLC | 129,214 | $935.5K | 0.01% | +8,858+7.4% | Added |
| Cerity Partners LLC | 129,602 | $938.4K | 0.00% | +3,841+3.1% | Added |
| FMR LLC | 129,841 | $940.0K | 0.00% | −228,209−63.7% | Reduced |
| Graham Capital Management, L.P. | 143,972 | $1.04M | 0.03% | +111,132+338.4% | Added |
| LPL Financial LLC | 146,760 | $1.06M | 0.00% | +62,733+74.7% | Added |
| Diversify Wealth Management, LLC | 143,517 | $1.07M | 0.07% | +22,773+18.9% | Added |
| Greenleaf Trust | 153,131 | $1.11M | 0.01% | −1,387−0.9% | Reduced |
| Vanguard Group Inc | 155,948 | $1.13M | 0.00% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 160,618 | $1.16M | 0.01% | +160,618 | New |
| Crossmark Global Holdings, Inc. | 167,388 | $1.21M | 0.02% | +41,278+32.7% | Added |
| Royal Bank of Canada | 172,680 | $1.25M | 0.00% | +95,604+124.0% | Added |
| Dorsey Wright & Associates | 177,733 | $1.29M | 0.31% | −111,121−38.5% | Reduced |
| Wetherby Asset Management Inc | 181,151 | $1.31M | 0.06% | +181,151 | New |
| Point72 Asset Management, L.P. | 183,100 | $1.33M | 0.00% | −201,700−52.4% | Reduced |
| Mariner, LLC | 186,039 | $1.35M | 0.00% | +26,527+16.6% | Added |
| O'Shaughnessy Asset Management, LLC | 186,858 | $1.35M | 0.01% | +41,172+28.3% | Added |
| Charles Schwab Investment Management Inc | 187,570 | $1.36M | 0.00% | +16,743+9.8% | Added |
| Wells Fargo & Company | 193,069 | $1.40M | 0.00% | +11,497+6.3% | Added |
| Quadrant Capital Group LLC | 199,679 | $1.45M | 0.05% | −5,691−2.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 201,002 | $1.46M | 0.09% | +161,423+407.9% | Added |
| HighTower Advisors, LLC | 203,108 | $1.47M | 0.00% | −23,549−10.4% | Reduced |
| The PNC Financial Services Group, Inc. | 209,990 | $1.52M | 0.00% | −194−0.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 244,643 | $1.77M | 0.07% | −9,790−3.8% | Reduced |
| Ethic Inc. | 247,969 | $1.80M | 0.03% | −54,950−18.1% | Reduced |
| Envestnet Asset Management Inc | 256,590 | $1.86M | 0.00% | +27,256+11.9% | Added |
| Employees Retirement System of Texas | 276,450 | $2.00M | 0.02% | −13,241−4.6% | Reduced |
| Vident Advisory, LLC | 286,689 | $2.08M | 0.02% | +11,467+4.2% | Added |
| CIBC World Markets Inc. | 333,427 | $2.41M | 0.01% | +10,976+3.4% | Added |
| AQR Capital Management LLC | 359,611 | $2.60M | 0.00% | +284,042+375.9% | Added |
| US Bancorp | 369,497 | $2.68M | 0.00% | +4,279+1.2% | Added |
| Creative Planning | 401,101 | $2.90M | 0.00% | +55,028+15.9% | Added |
| Quantinno Capital Management LP | 512,865 | $3.71M | 0.02% | +206,796+67.6% | Added |
| SEI Investments Co | 526,541 | $3.81M | 0.00% | +38,628+7.9% | Added |
| Two Sigma Advisers, LP | 556,495 | $4.03M | 0.01% | −198,100−26.3% | Reduced |
| Jane Street Group, LLC | 570,963 | $4.13M | 0.01% | +498,400+686.9% | Added |
| Todd Asset Management LLC | 605,650 | $4.38M | 0.09% | +57,150+10.4% | Added |
| Teachers Retirement System of the State of Kentucky | 605,650 | $4.38M | 0.04% | +57,150+10.4% | Added |
| Qube Research & Technologies Ltd | 645,098 | $4.67M | 0.01% | +645,098 | New |
| Cubist Systematic Strategies, LLC | 810,442 | $5.87M | 0.06% | +115,334+16.6% | Added |
| Private Wealth Asset Management, LLC | 900,118 | $6.52M | 0.86% | −100,000−10.0% | Reduced |
| Ameriprise Financial Inc | 997,035 | $7.22M | 0.00% | +899,662+923.9% | Added |
| Summit Global Investments | 1,040,668 | $7.53M | 0.44% | 00.0% | Unchanged |
| American Century Companies Inc | 1,042,581 | $7.55M | 0.00% | +93,388+9.8% | Added |
| Marshall Wace, LLP | 1,107,951 | $8.02M | 0.01% | +1,107,951 | New |
| Millennium Management LLC | 1,141,491 | $8.26M | 0.01% | +915,330+404.7% | Added |
| Grace & White Inc | 1,247,742 | $9.03M | 1.65% | −246,220−16.5% | Reduced |
| Northern Trust Corp | 1,511,752 | $10.9M | 0.00% | +59,631+4.1% | Added |
| JPMorgan Chase & Co | 1,623,496 | $11.8M | 0.00% | +1,485,135+1,073.4% | Added |
| Two Sigma Investments, LP | 1,937,433 | $14.0M | 0.03% | +1,730,152+834.7% | Added |
| Bank of America Corp | 2,376,682 | $17.2M | 0.00% | −549,064−18.8% | Reduced |
| Raymond James Financial Inc | 2,432,474 | $17.6M | 0.01% | −201,585−7.7% | Reduced |
| Wellington Management Group LLP | 2,444,636 | $17.7M | 0.00% | −2,356,497−49.1% | Reduced |
| UBS Group AG | 2,989,159 | $21.6M | 0.00% | +2,044,916+216.6% | Added |
| Acadian Asset Management LLC | 3,482,943 | $25.2M | 0.05% | +3,340,666+2,348.0% | Added |
| Citadel Advisors LLC | 3,663,210 | $26.5M | 0.02% | +3,159,124+626.7% | Added |
| Goldman Sachs Group Inc | 3,739,533 | $27.1M | 0.00% | −1,257,398−25.2% | Reduced |
| BlackRock, Inc. | 5,300,700 | $38.4M | 0.00% | −95,089−1.8% | Reduced |
| BNP Paribas Arbitrage, SA | 6,169,541 | $44.7M | 0.03% | +4,650,272+306.1% | Added |
| Voloridge Investment Management, LLC | 6,805,921 | $49.3M | 0.18% | +1,830,709+36.8% | Added |
| Dimensional Fund Advisors LP | 7,741,266 | $56.0M | 0.01% | +2,377,294+44.3% | Added |
| Morgan Stanley | 12,630,234 | $91.4M | 0.01% | +4,810,768+61.5% | Added |
| Arrowstreet Capital, Limited Partnership | 21,006,803 | $152.1M | 0.11% | +10,732,972+104.5% | Added |
| Dodge & Cox | 88,737,090 | $642.5M | 0.36% | −28,804,015−24.5% | Reduced |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −270,409−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −177,787−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −141,862−100.0% | Sold out |
| Claro Advisors LLC | 0 | $0 | 0.00% | −31,610−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −29,437−100.0% | Sold out |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −23,349−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −18,712−100.0% | Sold out |
| Johnson Investment Counsel Inc | 0 | $0 | 0.00% | −15,872−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −15,581−100.0% | Sold out |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −13,849−100.0% | Sold out |
| Advisory Alpha, LLC | 0 | $0 | 0.00% | −11,105−100.0% | Sold out |
| Simon Quick Advisors, LLC | 0 | $0 | 0.00% | −10,437−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −10,394−100.0% | Sold out |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −10,074−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −10,070−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −7,094−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −6,410−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −3,195−100.0% | Sold out |
| Provenance Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,900−100.0% | Sold out |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −2,045−100.0% | Sold out |
| Atlantic Trust, LLC | 0 | $0 | 0.00% | −628−100.0% | Sold out |
| Glass Jacobson Investment Advisors llc | 0 | $0 | 0.00% | −290−100.0% | Sold out |
| PSI Advisors, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| CAPROCK Group, Inc. | – | – | – | – | Not filed |
| Orion Portfolio Solutions, LLC | – | – | – | – | Not filed |
| Vista Wealth Management Group, LLC | – | – | – | – | Not filed |
| Glenmede Trust Co NA | – | – | – | – | Not filed |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |