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 |
|---|---|---|---|---|---|
| Jones Financial Companies LLLP | 10,977 | $84.6K | 0.00% | +7,599+225.0% | Added |
| Capital Asset Advisory Services LLC | 10,807 | $85.3K | 0.00% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 11,183 | $86.2K | 0.00% | +190+1.7% | Added |
| Allworth Financial LP | 11,192 | $86.3K | 0.00% | +1,298+13.1% | Added |
| Bingham Private Wealth, LLC | 11,241 | $86.7K | 0.07% | +11,241 | New |
| Glenmede Trust Co NA | 11,316 | $87.2K | 0.00% | +11,316 | New |
| Flputnam Investment Management Co | 11,358 | $87.6K | 0.00% | +11,358 | New |
| TCG Advisory Services, LLC | 11,360 | $87.6K | 0.00% | +11,360 | New |
| Merit Financial Group, LLC | 11,576 | $89.3K | 0.00% | +11,576 | New |
| Jackson Thornton Asset Management, LLC | 11,734 | $92.6K | 0.01% | −1,531−11.5% | Reduced |
| AlphaCore Capital LLC | 12,213 | $94.2K | 0.00% | +2,022+19.8% | Added |
| Argos Wealth Advisors, LLC | 12,436 | $95.9K | 0.03% | +12,436 | New |
| Advisors Asset Management, Inc. | 12,767 | $98.4K | 0.00% | +12,767 | New |
| Buckingham Strategic Partners | 12,814 | $98.8K | 0.00% | +12,814 | New |
| Stock Yards Bank & Trust Co | 12,849 | $99.1K | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 12,904 | $99.5K | 0.00% | +1,095+9.3% | Added |
| M&T Bank Corp | 12,991 | $100.2K | 0.00% | +636+5.1% | Added |
| State Street Corp | 13,085 | $100.9K | 0.00% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 13,352 | $102.9K | 0.02% | +13,352 | New |
| BCJ Capital Management, LLC | 13,484 | $104.0K | 0.01% | +115+0.9% | Added |
| Checchi Capital Advisers, LLC | 13,581 | $104.7K | 0.01% | 00.0% | Unchanged |
| Clarius Group, LLC | 13,672 | $105.4K | 0.01% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 13,688 | $105.5K | 0.00% | +13,688 | New |
| Dynasty Wealth Management, LLC | 14,147 | $109.1K | 0.00% | +14,147 | New |
| Henry James International Management, Inc. | 14,260 | $109.9K | 0.03% | 00.0% | Unchanged |
| Boit C F David | 14,695 | $112.1K | 0.05% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 14,785 | $114.0K | 0.00% | −2,195−12.9% | Reduced |
| Ronald Blue Trust, Inc. | 14,921 | $115.0K | 0.00% | −3,306−18.1% | Reduced |
| Franklin Street Advisors Inc | 15,551 | $119.9K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 15,905 | $122.6K | 0.00% | +5,194+48.5% | Added |
| FourThought Financial Partners, LLC | 15,982 | $123.2K | 0.01% | +2,524+18.8% | Added |
| Coldstream Capital Management Inc | 16,338 | $126.0K | 0.00% | +184+1.1% | Added |
| Dorsey & Whitney Trust CO LLC | 16,599 | $128.0K | 0.01% | +849+5.4% | Added |
| Warren Averett Asset Management, LLC | 17,478 | $134.8K | 0.00% | +690+4.1% | Added |
| Northwestern Mutual Wealth Management Co | 17,621 | $135.9K | 0.00% | −22−0.1% | Reduced |
| Forum Financial Management, LP | 17,657 | $136.1K | 0.00% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 17,851 | $137.6K | 0.02% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 17,940 | $138.3K | 0.02% | −4,529−20.2% | Reduced |
| Venturi Wealth Management, LLC | 18,427 | $142.1K | 0.01% | +4,503+32.3% | Added |
| Savant Capital, LLC | 18,527 | $142.8K | 0.00% | +3,439+22.8% | Added |
| Vise Technologies, Inc. | 18,603 | $143.4K | 0.00% | −16,610−47.2% | Reduced |
| Captrust Financial Advisors | 18,633 | $143.7K | 0.00% | −152−0.8% | Reduced |
| HB Wealth Management, LLC | 18,716 | $144.3K | 0.00% | +1,517+8.8% | Added |
| Flow Traders U.S. LLC | 18,899 | $146.0K | 0.00% | −6,361−25.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 18,994 | $146.4K | 0.00% | +734+4.0% | Added |
| Yousif Capital Management, LLC | 20,045 | $149.7K | 0.00% | 00.0% | Unchanged |
| Viewpoint Investment Partners Corp | 19,600 | $151.1K | 0.07% | +19,600 | New |
| Parallel Advisors, LLC | 19,840 | $153.0K | 0.00% | −201−1.0% | Reduced |
| First Trust Advisors LP | 19,868 | $153.2K | 0.00% | −4,431−18.2% | Reduced |
| AE Wealth Management LLC | 20,284 | $156.4K | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 20,940 | $161.4K | 0.00% | −10,821−34.1% | Reduced |
| Sage Rhino Capital LLC | 20,961 | $161.6K | 0.03% | −346−1.6% | Reduced |
| Gotham Asset Management, LLC | 21,727 | $167.5K | 0.00% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 22,140 | $170.7K | 0.01% | +22,140 | New |
| Mackenzie Financial Corp | 22,432 | $174.0K | 0.00% | +22,432 | New |
| Private Advisor Group, LLC | 23,697 | $182.7K | 0.00% | +1,425+6.4% | Added |
| PDS Planning, Inc | 24,050 | $185.4K | 0.01% | +7,500+45.3% | Added |
| Brinker Capital Investments, LLC | 24,668 | $190.2K | 0.00% | +468+1.9% | Added |
| Burns Matteson Capital Management, LLC | 24,866 | $191.7K | 0.08% | +909+3.8% | Added |
| Fulton Bank, N.A. | 25,000 | $192.8K | 0.01% | −2,314−8.5% | Reduced |
| Cary Street Partners Financial LLC | 26,988 | $208.1K | 0.01% | −2,856−9.6% | Reduced |
| Basecamp Wealth Advisors LLC | 27,082 | $208.8K | 0.04% | +27,082 | New |
| Allspring Global Investments Holdings, LLC | 26,906 | $211.9K | 0.00% | +8,633+47.2% | Added |
| Jain Global LLC | 27,582 | $212.7K | 0.00% | +7,300+36.0% | Added |
| Personal Cfo Solutions, LLC | 27,653 | $213.2K | 0.03% | +1,661+6.4% | Added |
| NFP Retirement, Inc. | 27,938 | $215.4K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 28,686 | $221.2K | 0.00% | +2,369+9.0% | Added |
| Central Pacific Bank - Trust Division | 28,800 | $222.0K | 0.03% | −3,400−10.6% | Reduced |
| Scientech Research LLC | 29,624 | $228.4K | 0.14% | +29,624 | New |
| Sequoia Financial Advisors, LLC | 30,306 | $233.7K | 0.00% | +216+0.7% | Added |
| United Capital Financial Advisers, LLC | 32,394 | $249.8K | 0.00% | +2,794+9.4% | Added |
| Truist Financial Corp | 32,408 | $249.9K | 0.00% | −246−0.8% | Reduced |
| J.W. Cole Advisors, Inc. | 33,356 | $257.2K | 0.01% | −796−2.3% | Reduced |
| Kestra Private Wealth Services, LLC | 33,446 | $257.9K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 33,501 | $260.3K | 0.01% | +5,160+18.2% | Added |
| Aaron Wealth Advisors | 33,879 | $261.2K | 0.01% | +8,532+33.7% | Added |
| QRG Capital Management, Inc. | 35,321 | $272.3K | 0.00% | +8,569+32.0% | Added |
| CWM, LLC | 35,415 | $273.0K | 0.00% | +29,648+514.1% | Added |
| Ellevest, Inc. | 35,890 | $276.7K | 0.04% | −203−0.6% | Reduced |
| Franklin Resources Inc | 36,224 | $279.3K | 0.00% | +3,447+10.5% | Added |
| Ar Asset Management Inc | 36,691 | $283.0K | 0.06% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 40,064 | $308.9K | 0.06% | +409+1.0% | Added |
| CIBC Private Wealth Group, LLC | 40,187 | $309.8K | 0.00% | +1,655+4.3% | Added |
| Prime Capital Investment Advisors, LLC | 41,323 | $318.6K | 0.00% | +41,323 | New |
| Jackson Square Capital, LLC | 42,489 | $327.6K | 0.06% | +2,358+5.9% | Added |
| Federation des caisses Desjardins du Quebec | 43,193 | $332.6K | 0.00% | −3,268−7.0% | Reduced |
| Two Sigma Securities, LLC | 44,660 | $344.3K | 0.05% | +44,660 | New |
| Legacy Capital Group California, Inc. | 45,363 | $349.7K | 0.08% | +696+1.6% | Added |
| Clearstead Advisors, LLC | 45,710 | $352.4K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 45,723 | $352.5K | 0.04% | +4,008+9.6% | Added |
| CI Private Wealth, LLC | 45,816 | $353.2K | 0.00% | −467−1.0% | Reduced |
| Bank of Montreal | 46,866 | $361.3K | 0.00% | +1,914+4.3% | Added |
| Engineers Gate Manager LP | 47,555 | $366.6K | 0.00% | −31,925−40.2% | Reduced |
| Sivia Capital Partners, LLC | 48,405 | $373.2K | 0.08% | +24,288+100.7% | Added |
| Russell Investments Group, Ltd. | 50,209 | $387.1K | 0.00% | +1,103+2.2% | Added |
| Atria Investments LLC | 52,297 | $403.2K | 0.00% | −725−1.4% | Reduced |
| Diversify Advisory Services, LLC | 54,647 | $418.0K | 0.01% | +4,462+8.9% | Added |
| Highland Capital Management, LLC | 54,427 | $419.6K | 0.02% | −6,085−10.1% | Reduced |
| Ballentine Partners, LLC | 56,936 | $439.0K | 0.01% | −2,360−4.0% | Reduced |
| Miller Investment Management, LP | 57,015 | $439.6K | 0.04% | 00.0% | Unchanged |