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 |
|---|---|---|---|---|---|
| MAI Capital Management | 2,630 | $19.0K | 0.00% | +1,874+247.9% | Added |
| Tower Research Capital LLC (TRC) | 2,595 | $18.8K | 0.00% | −15,315−85.5% | Reduced |
| Umb Bank N A | 2,321 | $16.8K | 0.00% | −408−15.0% | Reduced |
| Harbour Investments, Inc. | 2,253 | $16.3K | 0.00% | +346+18.1% | Added |
| Larson Financial Group LLC | 2,197 | $15.9K | 0.00% | −97,887−97.8% | Reduced |
| William B. Walkup & Associates, Inc. | 2,094 | $15.2K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,919 | $13.9K | 0.00% | +220+12.9% | Added |
| Principal Securities, Inc. | 1,901 | $13.8K | 0.00% | −44−2.3% | Reduced |
| Parkside Financial Bank & Trust | 1,855 | $13.4K | 0.00% | +341+22.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,610 | $11.7K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 1,575 | $11.4K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 1,568 | $11.3K | 0.00% | +68+4.5% | Added |
| Global Retirement Partners, LLC | 1,288 | $9.32K | 0.00% | +1,288 | New |
| Clean Yield Group | 1,259 | $9.12K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,249 | $9.04K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,200 | $8.71K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 1,103 | $7.99K | 0.00% | +647+141.9% | Added |
| Ameritas Advisory Services, LLC | 1,092 | $7.91K | 0.00% | +1,092 | New |
| Manchester Capital Management LLC | 1,068 | $7.73K | 0.00% | +1,068 | New |
| Salem Investment Counselors Inc | 1,020 | $7.61K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 1,000 | $7.24K | 0.00% | +1,000 | New |
| Pillar Financial Advisors, LLC | 930 | $6.73K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 906 | $6.56K | 0.00% | −88−8.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 905 | $6.55K | 0.00% | +280+44.8% | Added |
| Assetmark, Inc | 846 | $6.13K | 0.00% | +784+1,264.5% | Added |
| IFP Advisors, Inc | 725 | $5.25K | 0.00% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 714 | $5.17K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 671 | $4.86K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 564 | $4.08K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 563 | $4.08K | 0.00% | −851−60.2% | Reduced |
| Cornerstone Planning Group LLC | 550 | $3.92K | 0.00% | +491+832.2% | Added |
| Golden State Wealth Management, LLC | 532 | $3.85K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 501 | $3.63K | 0.00% | +501 | New |
| ORG Wealth Partners, LLC | 480 | $3.48K | 0.00% | −31−6.1% | Reduced |
| Caldwell Trust Co | 469 | $3.40K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 435 | $3.15K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 413 | $2.99K | 0.00% | +107+35.0% | Added |
| GWM Advisors LLC | 396 | $2.87K | 0.00% | −4,450−91.8% | Reduced |
| St. Johns Investment Management Company, LLC | 354 | $2.56K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 349 | $2.53K | 0.00% | +349 | New |
| 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 |
| Spire Wealth Management | 258 | $1.87K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 190 | $1.76K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 221 | $1.60K | 0.00% | +151+215.7% | Added |
| Caitong International Asset Management Co., Ltd | 197 | $1.43K | 0.00% | +197 | New |
| Anchor Investment Management, LLC | 184 | $1.33K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 159 | $1.18K | 0.00% | +159 | New |
| UMA Financial Services, Inc. | 126 | $913 | 0.00% | +126 | New |
| Binnacle Investments Inc | 122 | $883 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 117 | $847 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 116 | $840 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 105 | $760 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 102 | $738 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 72 | $522 | 0.00% | +72 | New |
| AdvisorNet Financial, Inc | 72 | $521 | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 60 | $434 | 0.00% | +60 | New |
| Pacific Center for Financial Services | 36 | $261 | 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 |
| Toronto Dominion Bank | 27 | $195 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 18 | $130 | 0.00% | +18 | New |
| Salomon & Ludwin, LLC | 12 | $86 | 0.00% | +12 | New |
| New England Capital Financial Advisors LLC | 11 | $80 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 2 | $14 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $5 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 6 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |