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 |
|---|---|---|---|---|---|
| Oppenheimer & Co Inc | 12,967 | $103.6K | 0.00% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 12,988 | $103.8K | 0.00% | +64+0.5% | Added |
| State Street Corp | 13,085 | $104.5K | 0.00% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 13,192 | $105.4K | 0.02% | −9,638−42.2% | Reduced |
| BCJ Capital Management, LLC | 13,369 | $106.8K | 0.01% | −528−3.8% | Reduced |
| FourThought Financial Partners, LLC | 13,458 | $107.5K | 0.01% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 13,581 | $108.5K | 0.01% | 00.0% | Unchanged |
| Clarius Group, LLC | 13,672 | $109.2K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 13,924 | $111.3K | 0.01% | +13,924 | New |
| Henry James International Management, Inc. | 14,260 | $113.9K | 0.03% | −89−0.6% | Reduced |
| Marshall Wace, LLP | 14,471 | $115.6K | 0.00% | −1,093,480−98.7% | Reduced |
| Boit C F David | 14,695 | $117.4K | 0.05% | 00.0% | Unchanged |
| Savant Capital, LLC | 15,088 | $120.6K | 0.00% | −552−3.5% | Reduced |
| Franklin Street Advisors Inc | 15,551 | $124.3K | 0.01% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 15,750 | $125.8K | 0.01% | −48−0.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 15,876 | $126.8K | 0.00% | +15,876 | New |
| Coldstream Capital Management Inc | 16,154 | $129.1K | 0.00% | +16,154 | New |
| PDS Planning, Inc | 16,550 | $132.2K | 0.01% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 16,788 | $134.1K | 0.00% | +1,123+7.2% | Added |
| EverSource Wealth Advisors, LLC | 16,980 | $135.7K | 0.01% | +2,432+16.7% | Added |
| HB Wealth Management, LLC | 17,199 | $137.4K | 0.00% | +6,627+62.7% | Added |
| Northwestern Mutual Wealth Management Co | 17,643 | $141.0K | 0.00% | +19+0.1% | Added |
| Forum Financial Management, LP | 17,657 | $141.1K | 0.00% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 17,851 | $142.6K | 0.03% | −3,280−15.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 18,273 | $143.2K | 0.00% | −1,725−8.6% | Reduced |
| Ronald Blue Trust, Inc. | 18,227 | $145.6K | 0.00% | −1,587−8.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 18,260 | $146.6K | 0.00% | +2,635+16.9% | Added |
| Captrust Financial Advisors | 18,785 | $150.1K | 0.00% | +1,349+7.7% | Added |
| Parallel Advisors, LLC | 20,041 | $160.1K | 0.00% | +1,494+8.1% | Added |
| Yousif Capital Management, LLC | 20,045 | $160.2K | 0.00% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 20,116 | $160.7K | 0.01% | +20,116 | New |
| Jain Global LLC | 20,282 | $162.1K | 0.00% | +20,282 | New |
| AE Wealth Management LLC | 20,284 | $162.1K | 0.00% | −1,234−5.7% | Reduced |
| SRS Capital Advisors, Inc. | 20,542 | $164.1K | 0.00% | +20,426+17,608.6% | Added |
| Sage Rhino Capital LLC | 21,307 | $170.2K | 0.03% | +16+0.1% | Added |
| Gotham Asset Management, LLC | 21,727 | $173.6K | 0.00% | +1,695+8.5% | Added |
| Private Advisor Group, LLC | 22,272 | $178.0K | 0.00% | +904+4.2% | Added |
| Principal Street Partners, LLC | 22,469 | $179.5K | 0.03% | −22,469−50.0% | Reduced |
| Burns Matteson Capital Management, LLC | 23,957 | $191.4K | 0.08% | +4,654+24.1% | Added |
| Sivia Capital Partners, LLC | 24,117 | $192.7K | 0.05% | +1,329+5.8% | Added |
| Brinker Capital Investments, LLC | 24,200 | $193.4K | 0.00% | +3,425+16.5% | Added |
| First Trust Advisors LP | 24,299 | $194.1K | 0.00% | −36,545−60.1% | Reduced |
| Flow Traders U.S. LLC | 25,260 | $202.0K | 0.01% | +25,260 | New |
| Aaron Wealth Advisors | 25,347 | $202.5K | 0.01% | −1,665−6.2% | Reduced |
| Advisor Group Holdings, Inc. | 26,317 | $205.5K | 0.00% | +14,819+128.9% | Added |
| Shilanski & Associates, Inc. | 25,930 | $207.2K | 0.06% | +81+0.3% | Added |
| Personal Cfo Solutions, LLC | 25,992 | $207.7K | 0.04% | +252+1.0% | Added |
| QRG Capital Management, Inc. | 26,752 | $213.8K | 0.00% | −77,048−74.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 26,849 | $214.5K | 0.00% | +10,278+62.0% | Added |
| Fulton Bank, N.A. | 27,314 | $218.2K | 0.01% | −3,208−10.5% | Reduced |
| Integrated Wealth Concepts LLC | 27,589 | $220.4K | 0.00% | −1,912−6.5% | Reduced |
| NFP Retirement, Inc. | 27,938 | $223.2K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 28,341 | $224.5K | 0.01% | +930+3.4% | Added |
| United Capital Financial Advisers, LLC | 29,600 | $236.5K | 0.00% | +2,572+9.5% | Added |
| Cary Street Partners Financial LLC | 29,844 | $238.5K | 0.01% | −409−1.4% | Reduced |
| Sequoia Financial Advisors, LLC | 30,090 | $240.4K | 0.00% | +6,514+27.6% | Added |
| Skopos Labs, Inc. | 33,283 | $241.0K | 0.03% | −730−2.1% | Reduced |
| Cubist Systematic Strategies, LLC | 31,374 | $250.7K | 0.00% | −779,068−96.1% | Reduced |
| ExodusPoint Capital Management, LP | 31,761 | $253.8K | 0.00% | +31,761 | New |
| Central Pacific Bank - Trust Division | 32,200 | $257.3K | 0.03% | −1,800−5.3% | Reduced |
| Truist Financial Corp | 32,654 | $260.9K | 0.00% | +2,580+8.6% | Added |
| Franklin Resources Inc | 32,777 | $261.9K | 0.00% | +5,370+19.6% | Added |
| Kestra Private Wealth Services, LLC | 33,446 | $267.2K | 0.00% | +4,946+17.4% | Added |
| J.W. Cole Advisors, Inc. | 34,152 | $272.9K | 0.01% | +2,595+8.2% | Added |
| Vise Technologies, Inc. | 35,213 | $281.4K | 0.01% | +8,557+32.1% | Added |
| Ellevest, Inc. | 36,093 | $288.4K | 0.04% | −9,258−20.4% | Reduced |
| Ar Asset Management Inc | 36,691 | $293.0K | 0.06% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 38,532 | $307.9K | 0.00% | −2,000−4.9% | Reduced |
| Contravisory Investment Management, Inc. | 39,655 | $316.8K | 0.06% | +2,322+6.2% | Added |
| Jackson Square Capital, LLC | 40,131 | $320.6K | 0.07% | −22,613−36.0% | Reduced |
| Blueshift Asset Management, LLC | 40,442 | $323.1K | 0.10% | +40,442 | New |
| Versant Capital Management, Inc | 41,715 | $333.3K | 0.05% | +1,530+3.8% | Added |
| Susquehanna International Group, LLP | 42,192 | $337.1K | 0.00% | −80,061−65.5% | Reduced |
| Legacy Capital Group California, Inc. | 44,667 | $356.9K | 0.09% | +2,102+4.9% | Added |
| Bank of Montreal | 44,952 | $359.2K | 0.00% | +887+2.0% | Added |
| Callan Family Office, LLC | 45,536 | $363.8K | 0.01% | −2,050−4.3% | Reduced |
| Clearstead Advisors, LLC | 45,710 | $365.2K | 0.01% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 46,283 | $369.8K | 0.00% | +5,025+12.2% | Added |
| Federation des caisses Desjardins du Quebec | 46,461 | $371.2K | 0.00% | −78,925−62.9% | Reduced |
| Diversify Advisory Services, LLC | 50,185 | $379.9K | 0.01% | +5,166+11.5% | Added |
| Russell Investments Group, Ltd. | 49,106 | $392.4K | 0.00% | −46,270−48.5% | Reduced |
| Ieq Capital, LLC | 49,290 | $393.8K | 0.00% | +26,181+113.3% | Added |
| Ritholtz Wealth Management | 49,351 | $394.3K | 0.01% | −160.0% | Reduced |
| Lester Murray Antman dba SimplyRich | 49,482 | $395.0K | 0.11% | +13,137+36.1% | Added |
| Atria Investments LLC | 53,022 | $423.6K | 0.00% | −184−0.3% | Reduced |
| CAPROCK Group, Inc. | 56,135 | $437.3K | 0.01% | +56,135 | New |
| Miller Investment Management, LP | 57,015 | $455.6K | 0.05% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 59,183 | $472.9K | 0.00% | −4,584−7.2% | Reduced |
| Ballentine Partners, LLC | 59,296 | $473.8K | 0.01% | +990+1.7% | Added |
| Highland Capital Management, LLC | 60,512 | $483.5K | 0.02% | +3,150+5.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 62,540 | $489.7K | 0.00% | −189−0.3% | Reduced |
| Commonwealth Equity Services, LLC | 62,739 | $501.0K | 0.00% | +23,342+59.2% | Added |
| Bayesian Capital Management, LP | 64,000 | $511.4K | 0.10% | +64,000 | New |
| RSM US Wealth Management LLC | 65,096 | $520.1K | 0.01% | +916+1.4% | Added |
| Hantz Financial Services, Inc. | 68,599 | $548.0K | 0.01% | +40,113+140.8% | Added |
| Cetera Investment Advisers | 69,627 | $556.3K | 0.00% | +6,993+11.2% | Added |
| Syon Capital LLC | 69,805 | $557.7K | 0.03% | +39,104+127.4% | Added |
| Rhumbline Advisers | 70,519 | $563.4K | 0.00% | −21,775−23.6% | Reduced |
| Evergreen Capital Management LLC | 75,265 | $601.4K | 0.01% | +16,505+28.1% | Added |
| SG Americas Securities, LLC | 78,334 | $626.0K | 0.00% | +2,545+3.4% | Added |