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, Q3 2025
Institutional positions in Aegon Ltd. as of Sep 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
- 281
- +15 vs. Q2 2025
- Shares held
- 187.5M
- −10.8M (−5.4%) vs. Q2 2025
- Total value
- $1.50B
- +$62.2M (+4.3%) vs. Q2 2025
- New holders
- 39
- 104 more added
- Sold out
- 24
- 74 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Aegon Ltd.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dodge & Cox | 85,783,505 | $685.4M | 0.37% | −2,953,585−3.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 16,942,257 | $135.4M | 0.09% | −4,064,546−19.3% | Reduced |
| Morgan Stanley | 13,851,290 | $110.7M | 0.01% | +1,221,056+9.7% | Added |
| Dimensional Fund Advisors LP | 9,869,198 | $78.9M | 0.02% | +2,127,932+27.5% | Added |
| BlackRock, Inc. | 5,431,938 | $43.4M | 0.00% | +131,238+2.5% | Added |
| Goldman Sachs Group Inc | 5,236,406 | $41.8M | 0.01% | +1,496,873+40.0% | Added |
| BNP Paribas Arbitrage, SA | 4,903,701 | $39.2M | 0.03% | −1,265,840−20.5% | Reduced |
| Voloridge Investment Management, LLC | 4,384,154 | $35.0M | 0.12% | −2,421,767−35.6% | Reduced |
| Raymond James Financial Inc | 2,381,345 | $19.0M | 0.01% | −51,129−2.1% | Reduced |
| Optiver Holding B.V. | 2,245,561 | $17.9M | 0.29% | +2,245,561 | New |
| Abc Arbitrage SA | 2,081,868 | $16.6M | 1.64% | +2,081,868 | New |
| UBS Group AG | 2,052,633 | $16.4M | 0.00% | −936,526−31.3% | Reduced |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 1,928,379 | $15.4M | 22.57% | +1,928,379 | New |
| Bank of America Corp | 1,620,873 | $13.0M | 0.00% | −755,809−31.8% | Reduced |
| Northern Trust Corp | 1,539,339 | $12.3M | 0.00% | +27,587+1.8% | Added |
| Jane Street Group, LLC | 1,310,007 | $10.5M | 0.01% | +739,044+129.4% | Added |
| American Century Companies Inc | 1,235,026 | $9.87M | 0.01% | +192,445+18.5% | Added |
| Tower Research Capital LLC (TRC) | 1,207,468 | $9.65M | 0.27% | +1,204,873+46,430.6% | Added |
| Grace & White Inc | 1,153,123 | $9.21M | 1.63% | −94,619−7.6% | Reduced |
| Acadian Asset Management LLC | 1,094,436 | $8.74M | 0.02% | −2,388,507−68.6% | Reduced |
| Ameriprise Financial Inc | 1,000,619 | $7.99M | 0.00% | +3,584+0.4% | Added |
| Quantinno Capital Management LP | 901,857 | $7.21M | 0.02% | +388,992+75.8% | Added |
| Private Wealth Asset Management, LLC | 900,118 | $7.19M | 0.85% | 00.0% | Unchanged |
| AQR Capital Management LLC | 752,998 | $6.02M | 0.00% | +393,387+109.4% | Added |
| Citadel Advisors LLC | 736,422 | $5.88M | 0.00% | −2,926,788−79.9% | Reduced |
| Two Sigma Investments, LP | 700,126 | $5.59M | 0.01% | −1,237,307−63.9% | Reduced |
| XY Capital Ltd | 685,548 | $5.48M | 4.56% | +685,548 | New |
| Qube Research & Technologies Ltd | 613,117 | $4.90M | 0.01% | −31,981−5.0% | Reduced |
| Todd Asset Management LLC | 596,251 | $4.76M | 0.10% | −9,399−1.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 592,050 | $4.73M | 0.04% | −13,600−2.2% | Reduced |
| JPMorgan Chase & Co | 545,986 | $4.36M | 0.00% | −1,077,510−66.4% | Reduced |
| Creative Planning | 480,680 | $3.84M | 0.00% | +79,579+19.8% | Added |
| SEI Investments Co | 389,517 | $3.11M | 0.00% | −137,024−26.0% | Reduced |
| US Bancorp | 369,556 | $2.95M | 0.00% | +590.0% | Added |
| Clear Street Markets LLC | 344,285 | $2.75M | 0.90% | +344,285 | New |
| CIBC World Markets Inc. | 331,647 | $2.65M | 0.01% | −1,780−0.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 314,502 | $2.51M | 0.01% | +127,644+68.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 305,138 | $2.44M | 0.09% | +60,495+24.7% | Added |
| Vident Advisory, LLC | 296,235 | $2.37M | 0.02% | +9,546+3.3% | Added |
| Capital Fund Management S.A. | 280,299 | $2.24M | 0.02% | +119,681+74.5% | Added |
| Employees Retirement System of Texas | 276,450 | $2.21M | 0.02% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 269,338 | $2.15M | 0.00% | +12,748+5.0% | Added |
| Mainstay Capital Management LLC | 260,042 | $2.08M | 0.21% | +260,042 | New |
| Ethic Inc. | 241,562 | $1.93M | 0.03% | −6,407−2.6% | Reduced |
| Charles Schwab Investment Management Inc | 240,349 | $1.92M | 0.00% | +52,779+28.1% | Added |
| Factory Mutual Insurance Co | 218,660 | $1.75M | 0.02% | +218,660 | New |
| The PNC Financial Services Group, Inc. | 209,260 | $1.67M | 0.00% | −730−0.3% | Reduced |
| HighTower Advisors, LLC | 205,536 | $1.64M | 0.00% | +2,428+1.2% | Added |
| Quadrant Capital Group LLC | 205,308 | $1.64M | 0.05% | +5,629+2.8% | Added |
| Mariner, LLC | 193,260 | $1.54M | 0.00% | +7,221+3.9% | Added |
| Wetherby Asset Management Inc | 178,979 | $1.43M | 0.06% | −2,172−1.2% | Reduced |
| LPL Financial LLC | 176,916 | $1.41M | 0.00% | +30,156+20.5% | Added |
| Wells Fargo & Company | 175,634 | $1.40M | 0.00% | −17,435−9.0% | Reduced |
| Crossmark Global Holdings, Inc. | 169,119 | $1.35M | 0.02% | +1,731+1.0% | Added |
| Two Sigma Advisers, LP | 168,000 | $1.34M | 0.00% | −388,495−69.8% | Reduced |
| Royal Bank of Canada | 165,872 | $1.32M | 0.00% | −6,808−3.9% | Reduced |
| Dorsey Wright & Associates | 161,372 | $1.29M | 0.29% | −16,361−9.2% | Reduced |
| Vanguard Group Inc | 159,202 | $1.27M | 0.00% | +3,254+2.1% | Added |
| Greenleaf Trust | 153,131 | $1.22M | 0.01% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 153,064 | $1.22M | 0.00% | +153,064 | New |
| Integrated Quantitative Investments LLC | 153,064 | $1.22M | 0.35% | +153,064 | New |
| Quantbot Technologies LP | 151,394 | $1.21M | 0.03% | +54,318+56.0% | Added |
| JustInvest LLC | 145,282 | $1.16M | 0.01% | +16,068+12.4% | Added |
| Campbell & CO Investment Adviser LLC | 143,637 | $1.15M | 0.09% | −57,365−28.5% | Reduced |
| Squarepoint Ops LLC | 142,840 | $1.14M | 0.00% | +142,840 | New |
| Diversify Wealth Management, LLC | 148,335 | $1.12M | 0.06% | +4,818+3.4% | Added |
| FMR LLC | 139,962 | $1.12M | 0.00% | +10,121+7.8% | Added |
| Cerity Partners LLC | 139,184 | $1.11M | 0.00% | +9,582+7.4% | Added |
| Millennium Management LLC | 133,197 | $1.06M | 0.00% | −1,008,294−88.3% | Reduced |
| Bank of New York Mellon Corp | 121,822 | $973.4K | 0.00% | +3,348+2.8% | Added |
| Signaturefd, LLC | 119,075 | $951.4K | 0.02% | −1,110−0.9% | Reduced |
| AdvisorShares Investments LLC | 108,071 | $863.5K | 0.14% | −14,112−11.5% | Reduced |
| Colony Group, LLC | 107,933 | $862.6K | 0.00% | +27,736+34.6% | Added |
| Graham Capital Management, L.P. | 102,956 | $822.6K | 0.03% | −41,016−28.5% | Reduced |
| Pathstone Holdings, LLC | 102,152 | $816.2K | 0.00% | +92+0.1% | Added |
| Mercer Global Advisors Inc | 97,637 | $780.1K | 0.00% | −6,027−5.8% | Reduced |
| Stifel Financial Corp | 96,029 | $767.3K | 0.00% | +673+0.7% | Added |
| Natixis Advisors, L.P. | 89,977 | $719.0K | 0.00% | −1,147−1.3% | Reduced |
| Wealthstar Advisors, LLC | 84,259 | $673.2K | 0.27% | −12,735−13.1% | Reduced |
| OLIO Financial Planning | 84,149 | $672.4K | 0.20% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 79,480 | $635.0K | 0.01% | +45,352+132.9% | Added |
| SG Americas Securities, LLC | 78,334 | $626.0K | 0.00% | +2,545+3.4% | Added |
| Evergreen Capital Management LLC | 75,265 | $601.4K | 0.01% | +16,505+28.1% | Added |
| Rhumbline Advisers | 70,519 | $563.4K | 0.00% | −21,775−23.6% | Reduced |
| Syon Capital LLC | 69,805 | $557.7K | 0.03% | +39,104+127.4% | Added |
| Cetera Investment Advisers | 69,627 | $556.3K | 0.00% | +6,993+11.2% | Added |
| Hantz Financial Services, Inc. | 68,599 | $548.0K | 0.01% | +40,113+140.8% | Added |
| RSM US Wealth Management LLC | 65,096 | $520.1K | 0.01% | +916+1.4% | Added |
| Bayesian Capital Management, LP | 64,000 | $511.4K | 0.10% | +64,000 | New |
| Commonwealth Equity Services, LLC | 62,739 | $501.0K | 0.00% | +23,342+59.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 62,540 | $489.7K | 0.00% | −189−0.3% | Reduced |
| Highland Capital Management, LLC | 60,512 | $483.5K | 0.02% | +3,150+5.5% | Added |
| Ballentine Partners, LLC | 59,296 | $473.8K | 0.01% | +990+1.7% | Added |
| Kestra Advisory Services, LLC | 59,183 | $472.9K | 0.00% | −4,584−7.2% | Reduced |
| Miller Investment Management, LP | 57,015 | $455.6K | 0.05% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 56,135 | $437.3K | 0.01% | +56,135 | New |
| Atria Investments LLC | 53,022 | $423.6K | 0.00% | −184−0.3% | Reduced |
| Lester Murray Antman dba SimplyRich | 49,482 | $395.0K | 0.11% | +13,137+36.1% | Added |
| Ritholtz Wealth Management | 49,351 | $394.3K | 0.01% | −160.0% | Reduced |
| Ieq Capital, LLC | 49,290 | $393.8K | 0.00% | +26,181+113.3% | Added |