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 |
|---|---|---|---|---|---|
| Engineers Gate Manager LP | 79,480 | $635.0K | 0.01% | +45,352+132.9% | Added |
| OLIO Financial Planning | 84,149 | $672.4K | 0.20% | 00.0% | Unchanged |
| Wealthstar Advisors, LLC | 84,259 | $673.2K | 0.27% | −12,735−13.1% | Reduced |
| Natixis Advisors, L.P. | 89,977 | $719.0K | 0.00% | −1,147−1.3% | Reduced |
| Stifel Financial Corp | 96,029 | $767.3K | 0.00% | +673+0.7% | Added |
| Mercer Global Advisors Inc | 97,637 | $780.1K | 0.00% | −6,027−5.8% | Reduced |
| Pathstone Holdings, LLC | 102,152 | $816.2K | 0.00% | +92+0.1% | Added |
| Graham Capital Management, L.P. | 102,956 | $822.6K | 0.03% | −41,016−28.5% | Reduced |
| Colony Group, LLC | 107,933 | $862.6K | 0.00% | +27,736+34.6% | Added |
| AdvisorShares Investments LLC | 108,071 | $863.5K | 0.14% | −14,112−11.5% | Reduced |
| Signaturefd, LLC | 119,075 | $951.4K | 0.02% | −1,110−0.9% | Reduced |
| Bank of New York Mellon Corp | 121,822 | $973.4K | 0.00% | +3,348+2.8% | Added |
| Millennium Management LLC | 133,197 | $1.06M | 0.00% | −1,008,294−88.3% | Reduced |
| Cerity Partners LLC | 139,184 | $1.11M | 0.00% | +9,582+7.4% | Added |
| FMR LLC | 139,962 | $1.12M | 0.00% | +10,121+7.8% | Added |
| Diversify Wealth Management, LLC | 148,335 | $1.12M | 0.06% | +4,818+3.4% | Added |
| Squarepoint Ops LLC | 142,840 | $1.14M | 0.00% | +142,840 | New |
| Campbell & CO Investment Adviser LLC | 143,637 | $1.15M | 0.09% | −57,365−28.5% | Reduced |
| JustInvest LLC | 145,282 | $1.16M | 0.01% | +16,068+12.4% | Added |
| Quantbot Technologies LP | 151,394 | $1.21M | 0.03% | +54,318+56.0% | Added |
| 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 |
| Greenleaf Trust | 153,131 | $1.22M | 0.01% | 00.0% | Unchanged |
| Vanguard Group Inc | 159,202 | $1.27M | 0.00% | +3,254+2.1% | Added |
| Dorsey Wright & Associates | 161,372 | $1.29M | 0.29% | −16,361−9.2% | Reduced |
| Royal Bank of Canada | 165,872 | $1.32M | 0.00% | −6,808−3.9% | Reduced |
| Two Sigma Advisers, LP | 168,000 | $1.34M | 0.00% | −388,495−69.8% | Reduced |
| Crossmark Global Holdings, Inc. | 169,119 | $1.35M | 0.02% | +1,731+1.0% | Added |
| Wells Fargo & Company | 175,634 | $1.40M | 0.00% | −17,435−9.0% | Reduced |
| LPL Financial LLC | 176,916 | $1.41M | 0.00% | +30,156+20.5% | Added |
| Wetherby Asset Management Inc | 178,979 | $1.43M | 0.06% | −2,172−1.2% | Reduced |
| Mariner, LLC | 193,260 | $1.54M | 0.00% | +7,221+3.9% | Added |
| Quadrant Capital Group LLC | 205,308 | $1.64M | 0.05% | +5,629+2.8% | Added |
| HighTower Advisors, LLC | 205,536 | $1.64M | 0.00% | +2,428+1.2% | Added |
| The PNC Financial Services Group, Inc. | 209,260 | $1.67M | 0.00% | −730−0.3% | Reduced |
| Factory Mutual Insurance Co | 218,660 | $1.75M | 0.02% | +218,660 | New |
| Charles Schwab Investment Management Inc | 240,349 | $1.92M | 0.00% | +52,779+28.1% | Added |
| Ethic Inc. | 241,562 | $1.93M | 0.03% | −6,407−2.6% | Reduced |
| Mainstay Capital Management LLC | 260,042 | $2.08M | 0.21% | +260,042 | New |
| Envestnet Asset Management Inc | 269,338 | $2.15M | 0.00% | +12,748+5.0% | Added |
| Employees Retirement System of Texas | 276,450 | $2.21M | 0.02% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 280,299 | $2.24M | 0.02% | +119,681+74.5% | Added |
| Vident Advisory, LLC | 296,235 | $2.37M | 0.02% | +9,546+3.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 305,138 | $2.44M | 0.09% | +60,495+24.7% | Added |
| O'Shaughnessy Asset Management, LLC | 314,502 | $2.51M | 0.01% | +127,644+68.3% | Added |
| CIBC World Markets Inc. | 331,647 | $2.65M | 0.01% | −1,780−0.5% | Reduced |
| Clear Street Markets LLC | 344,285 | $2.75M | 0.90% | +344,285 | New |
| US Bancorp | 369,556 | $2.95M | 0.00% | +590.0% | Added |
| SEI Investments Co | 389,517 | $3.11M | 0.00% | −137,024−26.0% | Reduced |
| Creative Planning | 480,680 | $3.84M | 0.00% | +79,579+19.8% | Added |
| JPMorgan Chase & Co | 545,986 | $4.36M | 0.00% | −1,077,510−66.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 592,050 | $4.73M | 0.04% | −13,600−2.2% | Reduced |
| Todd Asset Management LLC | 596,251 | $4.76M | 0.10% | −9,399−1.6% | Reduced |
| Qube Research & Technologies Ltd | 613,117 | $4.90M | 0.01% | −31,981−5.0% | Reduced |
| XY Capital Ltd | 685,548 | $5.48M | 4.56% | +685,548 | New |
| Two Sigma Investments, LP | 700,126 | $5.59M | 0.01% | −1,237,307−63.9% | Reduced |
| Citadel Advisors LLC | 736,422 | $5.88M | 0.00% | −2,926,788−79.9% | Reduced |
| AQR Capital Management LLC | 752,998 | $6.02M | 0.00% | +393,387+109.4% | Added |
| Private Wealth Asset Management, LLC | 900,118 | $7.19M | 0.85% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 901,857 | $7.21M | 0.02% | +388,992+75.8% | Added |
| Ameriprise Financial Inc | 1,000,619 | $7.99M | 0.00% | +3,584+0.4% | Added |
| Acadian Asset Management LLC | 1,094,436 | $8.74M | 0.02% | −2,388,507−68.6% | Reduced |
| Grace & White Inc | 1,153,123 | $9.21M | 1.63% | −94,619−7.6% | Reduced |
| Tower Research Capital LLC (TRC) | 1,207,468 | $9.65M | 0.27% | +1,204,873+46,430.6% | Added |
| American Century Companies Inc | 1,235,026 | $9.87M | 0.01% | +192,445+18.5% | Added |
| Jane Street Group, LLC | 1,310,007 | $10.5M | 0.01% | +739,044+129.4% | Added |
| Northern Trust Corp | 1,539,339 | $12.3M | 0.00% | +27,587+1.8% | Added |
| Bank of America Corp | 1,620,873 | $13.0M | 0.00% | −755,809−31.8% | Reduced |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 1,928,379 | $15.4M | 22.57% | +1,928,379 | New |
| UBS Group AG | 2,052,633 | $16.4M | 0.00% | −936,526−31.3% | Reduced |
| Abc Arbitrage SA | 2,081,868 | $16.6M | 1.64% | +2,081,868 | New |
| Optiver Holding B.V. | 2,245,561 | $17.9M | 0.29% | +2,245,561 | New |
| Raymond James Financial Inc | 2,381,345 | $19.0M | 0.01% | −51,129−2.1% | Reduced |
| Voloridge Investment Management, LLC | 4,384,154 | $35.0M | 0.12% | −2,421,767−35.6% | Reduced |
| BNP Paribas Arbitrage, SA | 4,903,701 | $39.2M | 0.03% | −1,265,840−20.5% | Reduced |
| Goldman Sachs Group Inc | 5,236,406 | $41.8M | 0.01% | +1,496,873+40.0% | Added |
| BlackRock, Inc. | 5,431,938 | $43.4M | 0.00% | +131,238+2.5% | Added |
| Dimensional Fund Advisors LP | 9,869,198 | $78.9M | 0.02% | +2,127,932+27.5% | Added |
| Morgan Stanley | 13,851,290 | $110.7M | 0.01% | +1,221,056+9.7% | Added |
| Arrowstreet Capital, Limited Partnership | 16,942,257 | $135.4M | 0.09% | −4,064,546−19.3% | Reduced |
| Dodge & Cox | 85,783,505 | $685.4M | 0.37% | −2,953,585−3.3% | Reduced |
| Summit Global Investments | 0 | $0 | 0.00% | −1,040,668−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −183,100−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −122,081−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −102,389−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −56,870−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −27,242−100.0% | Sold out |
| Accel Wealth Management | 0 | $0 | 0.00% | −16,040−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −15,921−100.0% | Sold out |
| Optas, LLC | 0 | $0 | 0.00% | −12,030−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −11,058−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −10,273−100.0% | Sold out |
| Wrapmanager Inc | 0 | $0 | 0.00% | −10,206−100.0% | Sold out |
| Whittier Trust Co of Nevada Inc | 0 | $0 | 0.00% | −5,164−100.0% | Sold out |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −3,505−100.0% | Sold out |
| Sierra Ocean, LLC | 0 | $0 | 0.00% | −3,026−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −1,092−100.0% | Sold out |
| Garde Capital, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −906−100.0% | Sold out |
| Vermillion & White Wealth Management Group, LLC | 0 | $0 | 0.00% | −671−100.0% | Sold out |