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 |
|---|---|---|---|---|---|
| Russell Investments Group, Ltd. | 49,106 | $392.4K | 0.00% | −46,270−48.5% | Reduced |
| Diversify Advisory Services, LLC | 50,185 | $379.9K | 0.01% | +5,166+11.5% | Added |
| Federation des caisses Desjardins du Quebec | 46,461 | $371.2K | 0.00% | −78,925−62.9% | Reduced |
| CI Private Wealth, LLC | 46,283 | $369.8K | 0.00% | +5,025+12.2% | Added |
| Clearstead Advisors, LLC | 45,710 | $365.2K | 0.01% | 00.0% | Unchanged |
| Callan Family Office, LLC | 45,536 | $363.8K | 0.01% | −2,050−4.3% | Reduced |
| Bank of Montreal | 44,952 | $359.2K | 0.00% | +887+2.0% | Added |
| Legacy Capital Group California, Inc. | 44,667 | $356.9K | 0.09% | +2,102+4.9% | Added |
| Susquehanna International Group, LLP | 42,192 | $337.1K | 0.00% | −80,061−65.5% | Reduced |
| Versant Capital Management, Inc | 41,715 | $333.3K | 0.05% | +1,530+3.8% | Added |
| Blueshift Asset Management, LLC | 40,442 | $323.1K | 0.10% | +40,442 | New |
| Jackson Square Capital, LLC | 40,131 | $320.6K | 0.07% | −22,613−36.0% | Reduced |
| Contravisory Investment Management, Inc. | 39,655 | $316.8K | 0.06% | +2,322+6.2% | Added |
| CIBC Private Wealth Group, LLC | 38,532 | $307.9K | 0.00% | −2,000−4.9% | Reduced |
| Ar Asset Management Inc | 36,691 | $293.0K | 0.06% | 00.0% | Unchanged |
| Ellevest, Inc. | 36,093 | $288.4K | 0.04% | −9,258−20.4% | Reduced |
| Vise Technologies, Inc. | 35,213 | $281.4K | 0.01% | +8,557+32.1% | Added |
| J.W. Cole Advisors, Inc. | 34,152 | $272.9K | 0.01% | +2,595+8.2% | Added |
| Kestra Private Wealth Services, LLC | 33,446 | $267.2K | 0.00% | +4,946+17.4% | Added |
| Franklin Resources Inc | 32,777 | $261.9K | 0.00% | +5,370+19.6% | Added |
| Truist Financial Corp | 32,654 | $260.9K | 0.00% | +2,580+8.6% | Added |
| Central Pacific Bank - Trust Division | 32,200 | $257.3K | 0.03% | −1,800−5.3% | Reduced |
| ExodusPoint Capital Management, LP | 31,761 | $253.8K | 0.00% | +31,761 | New |
| Cubist Systematic Strategies, LLC | 31,374 | $250.7K | 0.00% | −779,068−96.1% | Reduced |
| Skopos Labs, Inc. | 33,283 | $241.0K | 0.03% | −730−2.1% | Reduced |
| Sequoia Financial Advisors, LLC | 30,090 | $240.4K | 0.00% | +6,514+27.6% | Added |
| Cary Street Partners Financial LLC | 29,844 | $238.5K | 0.01% | −409−1.4% | Reduced |
| United Capital Financial Advisers, LLC | 29,600 | $236.5K | 0.00% | +2,572+9.5% | Added |
| Smartleaf Asset Management LLC | 28,341 | $224.5K | 0.01% | +930+3.4% | Added |
| NFP Retirement, Inc. | 27,938 | $223.2K | 0.01% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 27,589 | $220.4K | 0.00% | −1,912−6.5% | Reduced |
| Fulton Bank, N.A. | 27,314 | $218.2K | 0.01% | −3,208−10.5% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 26,849 | $214.5K | 0.00% | +10,278+62.0% | Added |
| QRG Capital Management, Inc. | 26,752 | $213.8K | 0.00% | −77,048−74.2% | Reduced |
| Personal Cfo Solutions, LLC | 25,992 | $207.7K | 0.04% | +252+1.0% | Added |
| Shilanski & Associates, Inc. | 25,930 | $207.2K | 0.06% | +81+0.3% | Added |
| Advisor Group Holdings, Inc. | 26,317 | $205.5K | 0.00% | +14,819+128.9% | Added |
| Aaron Wealth Advisors | 25,347 | $202.5K | 0.01% | −1,665−6.2% | Reduced |
| Flow Traders U.S. LLC | 25,260 | $202.0K | 0.01% | +25,260 | New |
| First Trust Advisors LP | 24,299 | $194.1K | 0.00% | −36,545−60.1% | Reduced |
| Brinker Capital Investments, LLC | 24,200 | $193.4K | 0.00% | +3,425+16.5% | Added |
| Sivia Capital Partners, LLC | 24,117 | $192.7K | 0.05% | +1,329+5.8% | Added |
| Burns Matteson Capital Management, LLC | 23,957 | $191.4K | 0.08% | +4,654+24.1% | Added |
| Principal Street Partners, LLC | 22,469 | $179.5K | 0.03% | −22,469−50.0% | Reduced |
| Private Advisor Group, LLC | 22,272 | $178.0K | 0.00% | +904+4.2% | Added |
| Gotham Asset Management, LLC | 21,727 | $173.6K | 0.00% | +1,695+8.5% | Added |
| Sage Rhino Capital LLC | 21,307 | $170.2K | 0.03% | +16+0.1% | Added |
| SRS Capital Advisors, Inc. | 20,542 | $164.1K | 0.00% | +20,426+17,608.6% | Added |
| AE Wealth Management LLC | 20,284 | $162.1K | 0.00% | −1,234−5.7% | Reduced |
| Jain Global LLC | 20,282 | $162.1K | 0.00% | +20,282 | New |
| Catalytic Wealth RIA, LLC | 20,116 | $160.7K | 0.01% | +20,116 | New |
| Yousif Capital Management, LLC | 20,045 | $160.2K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 20,041 | $160.1K | 0.00% | +1,494+8.1% | Added |
| Captrust Financial Advisors | 18,785 | $150.1K | 0.00% | +1,349+7.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 18,260 | $146.6K | 0.00% | +2,635+16.9% | Added |
| Ronald Blue Trust, Inc. | 18,227 | $145.6K | 0.00% | −1,587−8.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 18,273 | $143.2K | 0.00% | −1,725−8.6% | Reduced |
| Beverly Hills Private Wealth, LLC | 17,851 | $142.6K | 0.03% | −3,280−15.5% | Reduced |
| Forum Financial Management, LP | 17,657 | $141.1K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 17,643 | $141.0K | 0.00% | +19+0.1% | Added |
| HB Wealth Management, LLC | 17,199 | $137.4K | 0.00% | +6,627+62.7% | Added |
| EverSource Wealth Advisors, LLC | 16,980 | $135.7K | 0.01% | +2,432+16.7% | Added |
| Warren Averett Asset Management, LLC | 16,788 | $134.1K | 0.00% | +1,123+7.2% | Added |
| PDS Planning, Inc | 16,550 | $132.2K | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 16,154 | $129.1K | 0.00% | +16,154 | New |
| Schonfeld Strategic Advisors LLC | 15,876 | $126.8K | 0.00% | +15,876 | New |
| Dorsey & Whitney Trust CO LLC | 15,750 | $125.8K | 0.01% | −48−0.3% | Reduced |
| Franklin Street Advisors Inc | 15,551 | $124.3K | 0.01% | 00.0% | Unchanged |
| Savant Capital, LLC | 15,088 | $120.6K | 0.00% | −552−3.5% | Reduced |
| Boit C F David | 14,695 | $117.4K | 0.05% | 00.0% | Unchanged |
| Marshall Wace, LLP | 14,471 | $115.6K | 0.00% | −1,093,480−98.7% | Reduced |
| Henry James International Management, Inc. | 14,260 | $113.9K | 0.03% | −89−0.6% | Reduced |
| Venturi Wealth Management, LLC | 13,924 | $111.3K | 0.01% | +13,924 | New |
| Clarius Group, LLC | 13,672 | $109.2K | 0.01% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 13,581 | $108.5K | 0.01% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 13,458 | $107.5K | 0.01% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 13,369 | $106.8K | 0.01% | −528−3.8% | Reduced |
| TownSquare Capital, LLC | 13,192 | $105.4K | 0.02% | −9,638−42.2% | Reduced |
| State Street Corp | 13,085 | $104.5K | 0.00% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 12,988 | $103.8K | 0.00% | +64+0.5% | Added |
| Oppenheimer & Co Inc | 12,967 | $103.6K | 0.00% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 12,849 | $102.7K | 0.00% | −8,010−38.4% | Reduced |
| Jackson Thornton Asset Management, LLC | 13,265 | $102.3K | 0.01% | +1,855+16.3% | Added |
| M&T Bank Corp | 12,355 | $98.8K | 0.00% | +745+6.4% | Added |
| Alliance Wealth Advisors, LLC | 12,114 | $96.8K | 0.02% | +53+0.4% | Added |
| Wellington Management Group LLP | 12,063 | $96.4K | 0.00% | −2,432,573−99.5% | Reduced |
| Neuberger Berman Group LLC | 11,809 | $94.4K | 0.00% | +11,809 | New |
| Sym Financial Corp | 11,388 | $91.0K | 0.01% | +11,388 | New |
| Valeo Financial Advisors, LLC | 10,993 | $87.8K | 0.00% | +10,993 | New |
| 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 |
| Global Retirement Partners, LLC | 10,711 | $85.6K | 0.00% | +9,423+731.6% | Added |
| Janney Montgomery Scott LLC | 10,655 | $85.0K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 10,570 | $84.5K | 0.00% | −130−1.2% | Reduced |
| Glenmede Investment Management, LP | 10,392 | $83.0K | 0.00% | −923−8.2% | Reduced |
| Capital Performance Advisors LLP | 10,341 | $82.6K | 0.01% | +144+1.4% | Added |
| Bailard, Inc. | 10,306 | $82.3K | 0.00% | +23+0.2% | Added |
| AlphaCore Capital LLC | 10,191 | $81.4K | 0.00% | +10,191 | New |
| Canopy Partners, LLC | 10,166 | $81.2K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 9,894 | $79.0K | 0.00% | +208+2.1% | Added |