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 |
|---|---|---|---|---|---|
| Hemington Wealth Management | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $5 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 2 | $16 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 11 | $88 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 18 | $144 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 23 | $184 | 0.00% | +23 | New |
| Kilter Group LLC | 25 | $200 | 0.00% | +25 | New |
| Toronto Dominion Bank | 27 | $216 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 32 | $256 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 36 | $288 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 43 | $344 | 0.00% | +43 | New |
| Maseco LLP | 62 | $492 | 0.00% | +2+3.3% | Added |
| AdvisorNet Financial, Inc | 72 | $575 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 82 | $655 | 0.00% | +82 | New |
| Principia Wealth Advisory, LLC | 91 | $727 | 0.00% | +59+184.4% | Added |
| Highline Wealth Partners LLC | 102 | $815 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 105 | $839 | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 122 | $975 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 126 | $1.01K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 184 | $1.47K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 209 | $1.61K | 0.00% | +209 | New |
| GW&K Investment Management, LLC | 281 | $2.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 258 | $2.06K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 259 | $2.07K | 0.00% | −154−37.3% | Reduced |
| Wealthspire Advisors, LLC | 272 | $2.17K | 0.00% | +272 | New |
| Creative Financial Designs Inc | 285 | $2.28K | 0.00% | +285 | New |
| Crewe Advisors LLC | 337 | $2.69K | 0.00% | +337 | New |
| St. Johns Investment Management Company, LLC | 354 | $2.83K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 333 | $3.00K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 415 | $3.32K | 0.00% | +19+4.8% | Added |
| Steward Partners Investment Advisory, LLC | 435 | $3.48K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 437 | $3.49K | 0.00% | +437 | New |
| Caldwell Trust Co | 469 | $3.75K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 480 | $3.83K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 501 | $4.00K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 559 | $4.47K | 0.00% | +27+5.1% | Added |
| JFS Wealth Advisors, LLC | 564 | $4.51K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 618 | $4.94K | 0.00% | +618 | New |
| Salomon & Ludwin, LLC | 706 | $5.58K | 0.00% | +694+5,783.3% | Added |
| Pinney & Scofield, Inc. | 714 | $5.71K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 725 | $5.79K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 53 | $6.91K | 0.00% | −497−90.4% | Reduced |
| Pillar Financial Advisors, LLC | 930 | $7.43K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,020 | $8.15K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,023 | $8.17K | 0.00% | +177+20.9% | Added |
| Manchester Capital Management LLC | 1,068 | $8.53K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1,071 | $8.56K | 0.01% | +874+443.7% | Added |
| MAI Capital Management | 1,100 | $8.79K | 0.00% | −1,530−58.2% | Reduced |
| WealthCollab, LLC | 1,103 | $8.81K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,200 | $9.50K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,249 | $9.98K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 1,259 | $10.1K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1,448 | $11.6K | 0.00% | +1,448 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,610 | $11.9K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1,500 | $12.0K | 0.00% | −68−4.3% | Reduced |
| Copia Wealth Management | 1,575 | $12.6K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,739 | $13.9K | 0.00% | +1,549+815.3% | Added |
| Principal Securities, Inc. | 1,901 | $15.2K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,919 | $15.3K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 2,010 | $16.1K | 0.01% | +1,105+122.1% | Added |
| William B. Walkup & Associates, Inc. | 2,094 | $16.7K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 2,099 | $16.8K | 0.00% | −222−9.6% | Reduced |
| Essential Partners LLC | 2,104 | $16.8K | 0.01% | +2,104 | New |
| Harbour Investments, Inc. | 2,253 | $18.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,293 | $18.3K | 0.00% | +96+4.4% | Added |
| Pathway Financial Advisers, LLC | 2,748 | $22.0K | 0.01% | +2,748 | New |
| Rockefeller Capital Management L.P. | 3,288 | $26.3K | 0.00% | +3,288 | New |
| Massmutual Trust Co FSB | 3,326 | $26.6K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3,378 | $26.9K | 0.00% | +546+19.3% | Added |
| Bell Investment Advisors, Inc | 3,399 | $27.2K | 0.00% | −166−4.7% | Reduced |
| Farther Finance Advisors, LLC | 4,230 | $33.8K | 0.00% | +3,667+651.3% | Added |
| Bessemer Group Inc | 4,567 | $37.0K | 0.00% | +204+4.7% | Added |
| Bartlett & Co. Wealth Management LLC | 5,000 | $40.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 5,678 | $45.4K | 0.00% | +153+2.8% | Added |
| CWM, LLC | 5,767 | $46.0K | 0.00% | +2,687+87.2% | Added |
| Parkside Financial Bank & Trust | 7,410 | $59.2K | 0.00% | +5,555+299.5% | Added |
| GAMMA Investing LLC | 7,525 | $60.1K | 0.00% | +1,384+22.5% | Added |
| Independence Bank of Kentucky | 8,000 | $63.9K | 0.01% | +8,000 | New |
| Rothschild Investment LLC | 8,484 | $67.8K | 0.00% | +578+7.3% | Added |
| Deutsche Bank AG | 9,310 | $74.4K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 9,692 | $77.4K | 0.04% | 00.0% | Unchanged |
| Allworth Financial LP | 9,894 | $79.0K | 0.00% | +208+2.1% | Added |
| Canopy Partners, LLC | 10,166 | $81.2K | 0.03% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 10,191 | $81.4K | 0.00% | +10,191 | New |
| Bailard, Inc. | 10,306 | $82.3K | 0.00% | +23+0.2% | Added |
| Capital Performance Advisors LLP | 10,341 | $82.6K | 0.01% | +144+1.4% | Added |
| Glenmede Investment Management, LP | 10,392 | $83.0K | 0.00% | −923−8.2% | Reduced |
| GeoWealth Management, LLC | 10,570 | $84.5K | 0.00% | −130−1.2% | Reduced |
| Janney Montgomery Scott LLC | 10,655 | $85.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 10,711 | $85.6K | 0.00% | +9,423+731.6% | Added |
| Capital Asset Advisory Services LLC | 10,807 | $86.3K | 0.00% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 10,807 | $86.3K | 0.00% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 10,993 | $87.8K | 0.00% | +10,993 | New |
| Sym Financial Corp | 11,388 | $91.0K | 0.01% | +11,388 | New |
| Neuberger Berman Group LLC | 11,809 | $94.4K | 0.00% | +11,809 | New |
| Wellington Management Group LLP | 12,063 | $96.4K | 0.00% | −2,432,573−99.5% | Reduced |
| Alliance Wealth Advisors, LLC | 12,114 | $96.8K | 0.02% | +53+0.4% | Added |
| M&T Bank Corp | 12,355 | $98.8K | 0.00% | +745+6.4% | Added |
| Jackson Thornton Asset Management, LLC | 13,265 | $102.3K | 0.01% | +1,855+16.3% | Added |
| Stock Yards Bank & Trust Co | 12,849 | $102.7K | 0.00% | −8,010−38.4% | Reduced |