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 |
|---|---|---|---|---|---|
| Bank of Montreal | 44,065 | $319.0K | 0.00% | +227+0.5% | Added |
| Legacy Capital Group California, Inc. | 42,565 | $308.2K | 0.09% | +6,020+16.5% | Added |
| CI Private Wealth, LLC | 41,258 | $298.7K | 0.00% | −838−2.0% | Reduced |
| CIBC Private Wealth Group, LLC | 40,532 | $293.5K | 0.00% | +15,425+61.4% | Added |
| Versant Capital Management, Inc | 40,185 | $290.9K | 0.04% | −124−0.3% | Reduced |
| Commonwealth Equity Services, LLC | 39,397 | $285.0K | 0.00% | +874+2.3% | Added |
| Contravisory Investment Management, Inc. | 37,333 | $270.3K | 0.05% | +2,234+6.4% | Added |
| Ar Asset Management Inc | 36,691 | $266.0K | 0.06% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 36,345 | $263.0K | 0.07% | +36,345 | New |
| Engineers Gate Manager LP | 34,128 | $247.1K | 0.00% | +34,128 | New |
| Skopos Labs, Inc. | 34,013 | $246.3K | 0.03% | +30,516+872.6% | Added |
| Central Pacific Bank - Trust Division | 34,000 | $246.2K | 0.03% | −4,800−12.4% | Reduced |
| J.W. Cole Advisors, Inc. | 31,557 | $228.5K | 0.00% | 00.0% | Unchanged |
| Syon Capital LLC | 30,701 | $222.3K | 0.01% | +1,440+4.9% | Added |
| Fulton Bank, N.A. | 30,522 | $221.0K | 0.01% | −35,372−53.7% | Reduced |
| Cary Street Partners Financial LLC | 30,253 | $219.0K | 0.01% | −1,093−3.5% | Reduced |
| Truist Financial Corp | 30,074 | $217.7K | 0.00% | +669+2.3% | Added |
| Integrated Wealth Concepts LLC | 29,501 | $213.6K | 0.00% | +29,501 | New |
| Kestra Private Wealth Services, LLC | 28,500 | $206.3K | 0.00% | +7,000+32.6% | Added |
| Hantz Financial Services, Inc. | 28,486 | $206.0K | 0.00% | +27,033+1,860.5% | Added |
| NFP Retirement, Inc. | 27,938 | $202.3K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 27,411 | $198.5K | 0.02% | −5,867−17.6% | Reduced |
| Franklin Resources Inc | 27,407 | $198.4K | 0.00% | −1,020−3.6% | Reduced |
| Eqis Capital Management, Inc. | 27,242 | $197.2K | 0.02% | −775−2.8% | Reduced |
| United Capital Financial Advisers, LLC | 27,028 | $195.7K | 0.00% | −2,496−8.5% | Reduced |
| Aaron Wealth Advisors | 27,012 | $195.6K | 0.02% | +27,012 | New |
| Vise Technologies, Inc. | 26,656 | $193.0K | 0.01% | +26,656 | New |
| Shilanski & Associates, Inc. | 25,849 | $192.7K | 0.06% | −49−0.2% | Reduced |
| Personal Cfo Solutions, LLC | 25,740 | $186.4K | 0.03% | +1,689+7.0% | Added |
| Sequoia Financial Advisors, LLC | 23,576 | $170.7K | 0.00% | +1,440+6.5% | Added |
| Ieq Capital, LLC | 23,109 | $167.3K | 0.00% | +7,316+46.3% | Added |
| TownSquare Capital, LLC | 22,830 | $165.3K | 0.02% | −73,177−76.2% | Reduced |
| Sivia Capital Partners, LLC | 22,788 | $165.0K | 0.06% | +22,788 | New |
| AE Wealth Management LLC | 21,518 | $155.8K | 0.00% | +1,234+6.1% | Added |
| Private Advisor Group, LLC | 21,368 | $154.7K | 0.00% | +467+2.2% | Added |
| Sage Rhino Capital LLC | 21,291 | $154.1K | 0.03% | −275−1.3% | Reduced |
| Beverly Hills Private Wealth, LLC | 21,131 | $153.0K | 0.03% | −1,208−5.4% | Reduced |
| Stock Yards Bank & Trust Co | 20,859 | $151.0K | 0.01% | −48−0.2% | Reduced |
| Brinker Capital Investments, LLC | 20,775 | $150.4K | 0.00% | +1,007+5.1% | Added |
| Yousif Capital Management, LLC | 20,045 | $145.1K | 0.00% | +1,470+7.9% | Added |
| Gotham Asset Management, LLC | 20,032 | $145.0K | 0.00% | +378+1.9% | Added |
| Allspring Global Investments Holdings, LLC | 19,998 | $143.9K | 0.00% | −286−1.4% | Reduced |
| Ronald Blue Trust, Inc. | 19,814 | $143.5K | 0.00% | +4,774+31.7% | Added |
| Burns Matteson Capital Management, LLC | 19,303 | $139.8K | 0.07% | +5,287+37.7% | Added |
| Parallel Advisors, LLC | 18,547 | $134.3K | 0.00% | +1,069+6.1% | Added |
| Forum Financial Management, LP | 17,657 | $127.8K | 0.00% | −1,532−8.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 17,624 | $127.6K | 0.00% | +560+3.3% | Added |
| Captrust Financial Advisors | 17,436 | $126.2K | 0.00% | −1,511−8.0% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 16,571 | $120.0K | 0.00% | +16,571 | New |
| PDS Planning, Inc | 16,550 | $119.8K | 0.01% | +5,127+44.9% | Added |
| Accel Wealth Management | 16,040 | $116.1K | 0.04% | +16,040 | New |
| Guggenheim Capital LLC | 15,921 | $115.3K | 0.00% | −222−1.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 15,798 | $114.4K | 0.01% | +2,403+17.9% | Added |
| Warren Averett Asset Management, LLC | 15,665 | $113.4K | 0.00% | +4,225+36.9% | Added |
| Savant Capital, LLC | 15,640 | $113.2K | 0.00% | −18,283−53.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 15,625 | $113.1K | 0.00% | +15,625 | New |
| Franklin Street Advisors Inc | 15,551 | $113.0K | 0.01% | 00.0% | Unchanged |
| Boit C F David | 14,695 | $106.4K | 0.05% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 14,548 | $105.3K | 0.00% | +8,770+151.8% | Added |
| Henry James International Management, Inc. | 14,349 | $103.9K | 0.03% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 13,897 | $100.6K | 0.01% | −216−1.5% | Reduced |
| Clarius Group, LLC | 13,672 | $99.0K | 0.01% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 13,581 | $98.3K | 0.01% | 00.0% | Unchanged |
| State Street Corp | 13,085 | $97.6K | 0.00% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 13,458 | $97.4K | 0.01% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 12,924 | $94.5K | 0.00% | +127+1.0% | Added |
| Oppenheimer & Co Inc | 12,967 | $93.9K | 0.00% | −1,817−12.3% | Reduced |
| Alliance Wealth Advisors, LLC | 12,061 | $87.3K | 0.02% | +134+1.1% | Added |
| Optas, LLC | 12,030 | $87.1K | 0.02% | +12,030 | New |
| M&T Bank Corp | 11,610 | $84.2K | 0.00% | +901+8.4% | Added |
| Advisor Group Holdings, Inc. | 11,498 | $83.1K | 0.00% | +839+7.9% | Added |
| Glenmede Investment Management, LP | 11,315 | $81.9K | 0.00% | +11,315 | New |
| Jackson Thornton Asset Management, LLC | 11,410 | $80.4K | 0.01% | +11,410 | New |
| Buckingham Strategic Partners | 11,058 | $79.9K | 0.00% | +11,058 | New |
| Capital Asset Advisory Services LLC | 10,807 | $78.5K | 0.00% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 10,807 | $78.2K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 10,700 | $77.5K | 0.00% | −2,524−19.1% | Reduced |
| Janney Montgomery Scott LLC | 10,655 | $77.0K | 0.00% | −324−3.0% | Reduced |
| HB Wealth Management, LLC | 10,572 | $76.5K | 0.00% | +10,572 | New |
| Bailard, Inc. | 10,283 | $74.4K | 0.00% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 10,273 | $74.4K | 0.00% | +10,273 | New |
| Wrapmanager Inc | 10,206 | $73.9K | 0.02% | −433−4.1% | Reduced |
| Capital Performance Advisors LLP | 10,197 | $73.8K | 0.01% | +10,197 | New |
| Canopy Partners, LLC | 10,166 | $73.6K | 0.03% | −268−2.6% | Reduced |
| Cromwell Holdings LLC | 9,692 | $72.3K | 0.04% | 00.0% | Unchanged |
| Allworth Financial LP | 9,686 | $70.1K | 0.00% | +433+4.7% | Added |
| Deutsche Bank AG | 9,310 | $67.4K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 7,906 | $57.2K | 0.00% | +559+7.6% | Added |
| GAMMA Investing LLC | 6,141 | $44.5K | 0.00% | +225+3.8% | Added |
| Citigroup Inc | 5,525 | $40.0K | 0.00% | +2,149+63.7% | Added |
| Whittier Trust Co of Nevada Inc | 5,164 | $37.4K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 5,000 | $37.3K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 4,424 | $32.0K | 0.00% | +4,424 | New |
| Bessemer Group Inc | 4,363 | $32.0K | 0.00% | +38+0.9% | Added |
| Bell Investment Advisors, Inc | 3,565 | $25.8K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 3,505 | $25.4K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 3,326 | $24.1K | 0.00% | −733−18.1% | Reduced |
| CWM, LLC | 3,080 | $22.0K | 0.00% | −192−5.9% | Reduced |
| Sierra Ocean, LLC | 3,026 | $21.9K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,832 | $20.5K | 0.00% | +431+18.0% | Added |