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