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, Q4 2025
Institutional positions in Aegon Ltd. as of Dec 31, 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
- 300
- +25 vs. Q3 2025
- Shares held
- 161.5M
- −25.8M (−13.8%) vs. Q3 2025
- Total value
- $1.24B
- −$251.1M (−16.8%) vs. Q3 2025
- New holders
- 50
- 112 more added
- Sold out
- 25
- 75 more reduced
6 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Aegon Ltd.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dodge & Cox | 70,522,831 | $543.7M | 0.29% | −15,260,674−17.8% | Reduced |
| Morgan Stanley | 13,131,922 | $101.2M | 0.01% | −719,368−5.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 11,992,010 | $92.5M | 0.05% | −4,950,247−29.2% | Reduced |
| Dimensional Fund Advisors LP | 10,839,732 | $83.6M | 0.02% | +970,534+9.8% | Added |
| BlackRock, Inc. | 5,292,654 | $40.8M | 0.00% | −139,284−2.6% | Reduced |
| Goldman Sachs Group Inc | 4,210,934 | $32.5M | 0.00% | −1,025,472−19.6% | Reduced |
| UBS Group AG | 2,546,698 | $19.6M | 0.00% | +494,065+24.1% | Added |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 2,527,483 | $19.5M | 2.87% | +599,104+31.1% | Added |
| Voloridge Investment Management, LLC | 2,440,065 | $18.8M | 0.07% | −1,944,089−44.3% | Reduced |
| Raymond James Financial Inc | 2,418,895 | $18.7M | 0.01% | +37,550+1.6% | Added |
| BNP Paribas Arbitrage, SA | 2,102,205 | $16.2M | 0.01% | −2,801,496−57.1% | Reduced |
| Abc Arbitrage SA | 2,097,310 | $16.2M | 1.51% | +15,442+0.7% | Added |
| Jane Street Group, LLC | 1,769,954 | $13.6M | 0.02% | +459,947+35.1% | Added |
| Northern Trust Corp | 1,551,174 | $12.0M | 0.00% | +11,835+0.8% | Added |
| American Century Companies Inc | 1,408,011 | $10.9M | 0.01% | +172,985+14.0% | Added |
| Acadian Asset Management LLC | 1,362,895 | $10.5M | 0.02% | +268,459+24.5% | Added |
| Quantinno Capital Management LP | 1,215,130 | $9.37M | 0.02% | +313,273+34.7% | Added |
| Grace & White Inc | 1,111,297 | $8.57M | 1.53% | −41,826−3.6% | Reduced |
| Qube Research & Technologies Ltd | 987,804 | $7.62M | 0.01% | +374,687+61.1% | Added |
| Private Wealth Asset Management, LLC | 900,118 | $6.94M | 0.75% | 00.0% | Unchanged |
| Optiver Holding B.V. | 877,989 | $6.77M | 0.12% | −1,367,572−60.9% | Reduced |
| AQR Capital Management LLC | 848,592 | $6.54M | 0.00% | +95,594+12.7% | Added |
| Citadel Advisors LLC | 762,261 | $5.88M | 0.00% | +25,839+3.5% | Added |
| Tower Research Capital LLC (TRC) | 691,023 | $5.33M | 0.13% | −516,445−42.8% | Reduced |
| Todd Asset Management LLC | 607,018 | $4.68M | 0.09% | +10,767+1.8% | Added |
| Teachers Retirement System of the State of Kentucky | 602,750 | $4.65M | 0.03% | +10,700+1.8% | Added |
| JPMorgan Chase & Co | 520,029 | $4.01M | 0.00% | −25,957−4.8% | Reduced |
| Oppenheimer & Co Inc | 512,025 | $3.95M | 0.06% | +499,058+3,848.7% | Added |
| Creative Planning | 504,733 | $3.89M | 0.00% | +24,053+5.0% | Added |
| O'Shaughnessy Asset Management, LLC | 439,900 | $3.39M | 0.02% | +125,398+39.9% | Added |
| US Bancorp | 438,734 | $3.38M | 0.00% | +69,178+18.7% | Added |
| XTX Topco Ltd | 437,300 | $3.37M | 0.09% | +437,300 | New |
| DRW Securities, LLC | 420,782 | $3.24M | 0.25% | +420,782 | New |
| Hennion & Walsh Asset Management, Inc. | 408,724 | $3.15M | 0.11% | +103,586+33.9% | Added |
| Old Mission Capital LLC | 394,838 | $3.04M | 0.12% | +394,838 | New |
| SEI Investments Co | 360,221 | $2.78M | 0.00% | −29,296−7.5% | Reduced |
| CIBC World Markets Inc. | 341,979 | $2.64M | 0.00% | +10,332+3.1% | Added |
| Transmarket Holdings LP | 322,909 | $2.49M | 1.82% | +322,909 | New |
| Millennium Management LLC | 300,725 | $2.32M | 0.00% | +167,528+125.8% | Added |
| Two Sigma Investments, LP | 289,688 | $2.23M | 0.00% | −410,438−58.6% | Reduced |
| Vident Advisory, LLC | 283,208 | $2.18M | 0.02% | −13,027−4.4% | Reduced |
| Two Sigma Advisers, LP | 268,800 | $2.07M | 0.00% | +100,800+60.0% | Added |
| Ethic Inc. | 260,270 | $2.01M | 0.03% | +18,708+7.7% | Added |
| Bank of America Corp | 259,478 | $2.00M | 0.00% | −1,361,395−84.0% | Reduced |
| Charles Schwab Investment Management Inc | 256,664 | $1.98M | 0.00% | +16,315+6.8% | Added |
| Ameriprise Financial Inc | 253,568 | $1.96M | 0.00% | −747,051−74.7% | Reduced |
| Envestnet Asset Management Inc | 247,419 | $1.91M | 0.00% | −21,919−8.1% | Reduced |
| Vanguard Group Inc | 237,728 | $1.83M | 0.00% | +78,526+49.3% | Added |
| Mainstay Capital Management LLC | 237,253 | $1.83M | 0.14% | −22,789−8.8% | Reduced |
| The PNC Financial Services Group, Inc. | 210,124 | $1.62M | 0.00% | +864+0.4% | Added |
| Quadrant Capital Group LLC | 207,969 | $1.60M | 0.05% | +2,661+1.3% | Added |
| LPL Financial LLC | 205,284 | $1.58M | 0.00% | +28,368+16.0% | Added |
| Mariner, LLC | 200,239 | $1.54M | 0.00% | +6,979+3.6% | Added |
| Capital Fund Management S.A. | 199,274 | $1.54M | 0.01% | −81,025−28.9% | Reduced |
| HighTower Advisors, LLC | 198,419 | $1.53M | 0.00% | −7,117−3.5% | Reduced |
| Laird Norton Trust Company, LLC | 190,492 | $1.47M | 0.03% | +190,492 | New |
| Factory Mutual Insurance Co | 169,398 | $1.31M | 0.01% | −49,262−22.5% | Reduced |
| Wells Fargo & Company | 167,904 | $1.29M | 0.00% | −7,730−4.4% | Reduced |
| Dorsey Wright & Associates | 166,041 | $1.28M | 0.28% | +4,669+2.9% | Added |
| Cerity Partners LLC | 161,735 | $1.25M | 0.00% | +22,551+16.2% | Added |
| Crossmark Global Holdings, Inc. | 156,954 | $1.21M | 0.02% | −12,165−7.2% | Reduced |
| FMR LLC | 153,644 | $1.18M | 0.00% | +13,682+9.8% | Added |
| Greenleaf Trust | 153,476 | $1.18M | 0.01% | +345+0.2% | Added |
| Diversify Wealth Management, LLC | 152,236 | $1.17M | 0.05% | +3,901+2.6% | Added |
| JustInvest LLC | 148,929 | $1.15M | 0.01% | +3,647+2.5% | Added |
| Colony Group, LLC | 141,769 | $1.09M | 0.00% | +33,836+31.3% | Added |
| Campbell & CO Investment Adviser LLC | 140,686 | $1.08M | 0.05% | −2,951−2.1% | Reduced |
| Callan Family Office, LLC | 122,124 | $941.6K | 0.02% | +76,588+168.2% | Added |
| Signaturefd, LLC | 120,168 | $926.5K | 0.01% | +1,093+0.9% | Added |
| Bank of New York Mellon Corp | 116,571 | $898.8K | 0.00% | −5,251−4.3% | Reduced |
| Quantbot Technologies LP | 115,710 | $892.1K | 0.03% | −35,684−23.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 115,620 | $891.4K | 0.00% | +99,744+628.3% | Added |
| AdvisorShares Investments LLC | 111,128 | $856.8K | 0.14% | +3,057+2.8% | Added |
| Lester Murray Antman dba SimplyRich | 111,086 | $856.0K | 0.22% | +61,604+124.5% | Added |
| Abacus Wealth Partners, LLC | 109,385 | $843.4K | 0.08% | +109,385 | New |
| Stifel Financial Corp | 98,858 | $762.2K | 0.00% | +2,829+2.9% | Added |
| Mercer Global Advisors Inc | 95,582 | $736.9K | 0.00% | −2,055−2.1% | Reduced |
| Pathstone Holdings, LLC | 86,912 | $670.1K | 0.00% | −15,240−14.9% | Reduced |
| Wealthstar Advisors, LLC | 85,221 | $657.1K | 0.36% | +962+1.1% | Added |
| Natixis Advisors, L.P. | 83,228 | $642.0K | 0.00% | −6,749−7.5% | Reduced |
| Skopos Labs, Inc. | 80,441 | $624.2K | 0.03% | +47,158+141.7% | Added |
| Rhumbline Advisers | 78,942 | $608.6K | 0.00% | +8,423+11.9% | Added |
| Syon Capital LLC | 78,081 | $602.0K | 0.03% | +8,276+11.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 73,433 | $579.4K | 0.00% | +10,893+17.4% | Added |
| Balyasny Asset Management LLC | 72,844 | $561.6K | 0.00% | +72,844 | New |
| Royal Bank of Canada | 71,593 | $552.0K | 0.00% | −94,279−56.8% | Reduced |
| SG Americas Securities, LLC | 71,483 | $551.0K | 0.00% | −6,851−8.7% | Reduced |
| OLIO Financial Planning | 71,009 | $547.5K | 0.15% | −13,140−15.6% | Reduced |
| Evergreen Capital Management LLC | 67,760 | $522.4K | 0.01% | −7,505−10.0% | Reduced |
| Commonwealth Equity Services, LLC | 67,618 | $521.3K | 0.00% | +4,879+7.8% | Added |
| Ieq Capital, LLC | 66,427 | $512.2K | 0.00% | +17,137+34.8% | Added |
| CAPROCK Group, Inc. | 66,030 | $509.1K | 0.01% | +9,895+17.6% | Added |
| Entropy Technologies, LP | 64,601 | $498.1K | 0.03% | +64,601 | New |
| Hantz Financial Services, Inc. | 63,864 | $492.0K | 0.01% | −4,735−6.9% | Reduced |
| Cambiar Investors LLC | 63,600 | $490.4K | 0.02% | +63,600 | New |
| Cetera Investment Advisers | 62,503 | $481.9K | 0.00% | −7,124−10.2% | Reduced |
| Ritholtz Wealth Management | 62,487 | $481.8K | 0.01% | +13,136+26.6% | Added |
| Kestra Advisory Services, LLC | 60,855 | $469.2K | 0.00% | +1,672+2.8% | Added |
| Graham Capital Management, L.P. | 58,633 | $452.1K | 0.02% | −44,323−43.1% | Reduced |
| RSM US Wealth Management LLC | 56,824 | $441.5K | 0.01% | −8,272−12.7% | Reduced |