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 |
|---|---|---|---|---|---|
| RSM US Wealth Management LLC | 56,824 | $441.5K | 0.01% | −8,272−12.7% | Reduced |
| Graham Capital Management, L.P. | 58,633 | $452.1K | 0.02% | −44,323−43.1% | Reduced |
| Kestra Advisory Services, LLC | 60,855 | $469.2K | 0.00% | +1,672+2.8% | Added |
| Ritholtz Wealth Management | 62,487 | $481.8K | 0.01% | +13,136+26.6% | Added |
| Cetera Investment Advisers | 62,503 | $481.9K | 0.00% | −7,124−10.2% | Reduced |
| Cambiar Investors LLC | 63,600 | $490.4K | 0.02% | +63,600 | New |
| Hantz Financial Services, Inc. | 63,864 | $492.0K | 0.01% | −4,735−6.9% | Reduced |
| Entropy Technologies, LP | 64,601 | $498.1K | 0.03% | +64,601 | New |
| CAPROCK Group, Inc. | 66,030 | $509.1K | 0.01% | +9,895+17.6% | Added |
| Ieq Capital, LLC | 66,427 | $512.2K | 0.00% | +17,137+34.8% | Added |
| Commonwealth Equity Services, LLC | 67,618 | $521.3K | 0.00% | +4,879+7.8% | Added |
| Evergreen Capital Management LLC | 67,760 | $522.4K | 0.01% | −7,505−10.0% | Reduced |
| OLIO Financial Planning | 71,009 | $547.5K | 0.15% | −13,140−15.6% | Reduced |
| SG Americas Securities, LLC | 71,483 | $551.0K | 0.00% | −6,851−8.7% | Reduced |
| Royal Bank of Canada | 71,593 | $552.0K | 0.00% | −94,279−56.8% | Reduced |
| Balyasny Asset Management LLC | 72,844 | $561.6K | 0.00% | +72,844 | New |
| Wealth Enhancement Advisory Services, LLC | 73,433 | $579.4K | 0.00% | +10,893+17.4% | Added |
| Syon Capital LLC | 78,081 | $602.0K | 0.03% | +8,276+11.9% | Added |
| Rhumbline Advisers | 78,942 | $608.6K | 0.00% | +8,423+11.9% | Added |
| Skopos Labs, Inc. | 80,441 | $624.2K | 0.03% | +47,158+141.7% | Added |
| Natixis Advisors, L.P. | 83,228 | $642.0K | 0.00% | −6,749−7.5% | Reduced |
| Wealthstar Advisors, LLC | 85,221 | $657.1K | 0.36% | +962+1.1% | Added |
| Pathstone Holdings, LLC | 86,912 | $670.1K | 0.00% | −15,240−14.9% | Reduced |
| Mercer Global Advisors Inc | 95,582 | $736.9K | 0.00% | −2,055−2.1% | Reduced |
| Stifel Financial Corp | 98,858 | $762.2K | 0.00% | +2,829+2.9% | Added |
| Abacus Wealth Partners, LLC | 109,385 | $843.4K | 0.08% | +109,385 | New |
| Lester Murray Antman dba SimplyRich | 111,086 | $856.0K | 0.22% | +61,604+124.5% | Added |
| AdvisorShares Investments LLC | 111,128 | $856.8K | 0.14% | +3,057+2.8% | Added |
| Schonfeld Strategic Advisors LLC | 115,620 | $891.4K | 0.00% | +99,744+628.3% | Added |
| Quantbot Technologies LP | 115,710 | $892.1K | 0.03% | −35,684−23.6% | Reduced |
| Bank of New York Mellon Corp | 116,571 | $898.8K | 0.00% | −5,251−4.3% | Reduced |
| Signaturefd, LLC | 120,168 | $926.5K | 0.01% | +1,093+0.9% | Added |
| Callan Family Office, LLC | 122,124 | $941.6K | 0.02% | +76,588+168.2% | Added |
| Campbell & CO Investment Adviser LLC | 140,686 | $1.08M | 0.05% | −2,951−2.1% | Reduced |
| Colony Group, LLC | 141,769 | $1.09M | 0.00% | +33,836+31.3% | Added |
| JustInvest LLC | 148,929 | $1.15M | 0.01% | +3,647+2.5% | Added |
| Diversify Wealth Management, LLC | 152,236 | $1.17M | 0.05% | +3,901+2.6% | Added |
| Greenleaf Trust | 153,476 | $1.18M | 0.01% | +345+0.2% | Added |
| FMR LLC | 153,644 | $1.18M | 0.00% | +13,682+9.8% | Added |
| Crossmark Global Holdings, Inc. | 156,954 | $1.21M | 0.02% | −12,165−7.2% | Reduced |
| Cerity Partners LLC | 161,735 | $1.25M | 0.00% | +22,551+16.2% | Added |
| Dorsey Wright & Associates | 166,041 | $1.28M | 0.28% | +4,669+2.9% | Added |
| Wells Fargo & Company | 167,904 | $1.29M | 0.00% | −7,730−4.4% | Reduced |
| Factory Mutual Insurance Co | 169,398 | $1.31M | 0.01% | −49,262−22.5% | Reduced |
| Laird Norton Trust Company, LLC | 190,492 | $1.47M | 0.03% | +190,492 | New |
| HighTower Advisors, LLC | 198,419 | $1.53M | 0.00% | −7,117−3.5% | Reduced |
| Capital Fund Management S.A. | 199,274 | $1.54M | 0.01% | −81,025−28.9% | Reduced |
| Mariner, LLC | 200,239 | $1.54M | 0.00% | +6,979+3.6% | Added |
| LPL Financial LLC | 205,284 | $1.58M | 0.00% | +28,368+16.0% | Added |
| Quadrant Capital Group LLC | 207,969 | $1.60M | 0.05% | +2,661+1.3% | Added |
| The PNC Financial Services Group, Inc. | 210,124 | $1.62M | 0.00% | +864+0.4% | Added |
| Mainstay Capital Management LLC | 237,253 | $1.83M | 0.14% | −22,789−8.8% | Reduced |
| Vanguard Group Inc | 237,728 | $1.83M | 0.00% | +78,526+49.3% | Added |
| Envestnet Asset Management Inc | 247,419 | $1.91M | 0.00% | −21,919−8.1% | Reduced |
| Ameriprise Financial Inc | 253,568 | $1.96M | 0.00% | −747,051−74.7% | Reduced |
| Charles Schwab Investment Management Inc | 256,664 | $1.98M | 0.00% | +16,315+6.8% | Added |
| Bank of America Corp | 259,478 | $2.00M | 0.00% | −1,361,395−84.0% | Reduced |
| Ethic Inc. | 260,270 | $2.01M | 0.03% | +18,708+7.7% | Added |
| Two Sigma Advisers, LP | 268,800 | $2.07M | 0.00% | +100,800+60.0% | Added |
| Vident Advisory, LLC | 283,208 | $2.18M | 0.02% | −13,027−4.4% | Reduced |
| Two Sigma Investments, LP | 289,688 | $2.23M | 0.00% | −410,438−58.6% | Reduced |
| Millennium Management LLC | 300,725 | $2.32M | 0.00% | +167,528+125.8% | Added |
| Transmarket Holdings LP | 322,909 | $2.49M | 1.82% | +322,909 | New |
| CIBC World Markets Inc. | 341,979 | $2.64M | 0.00% | +10,332+3.1% | Added |
| SEI Investments Co | 360,221 | $2.78M | 0.00% | −29,296−7.5% | Reduced |
| Old Mission Capital LLC | 394,838 | $3.04M | 0.12% | +394,838 | New |
| Hennion & Walsh Asset Management, Inc. | 408,724 | $3.15M | 0.11% | +103,586+33.9% | Added |
| DRW Securities, LLC | 420,782 | $3.24M | 0.25% | +420,782 | New |
| XTX Topco Ltd | 437,300 | $3.37M | 0.09% | +437,300 | New |
| US Bancorp | 438,734 | $3.38M | 0.00% | +69,178+18.7% | Added |
| O'Shaughnessy Asset Management, LLC | 439,900 | $3.39M | 0.02% | +125,398+39.9% | Added |
| Creative Planning | 504,733 | $3.89M | 0.00% | +24,053+5.0% | Added |
| Oppenheimer & Co Inc | 512,025 | $3.95M | 0.06% | +499,058+3,848.7% | Added |
| JPMorgan Chase & Co | 520,029 | $4.01M | 0.00% | −25,957−4.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 602,750 | $4.65M | 0.03% | +10,700+1.8% | Added |
| Todd Asset Management LLC | 607,018 | $4.68M | 0.09% | +10,767+1.8% | Added |
| Tower Research Capital LLC (TRC) | 691,023 | $5.33M | 0.13% | −516,445−42.8% | Reduced |
| Citadel Advisors LLC | 762,261 | $5.88M | 0.00% | +25,839+3.5% | Added |
| AQR Capital Management LLC | 848,592 | $6.54M | 0.00% | +95,594+12.7% | Added |
| Optiver Holding B.V. | 877,989 | $6.77M | 0.12% | −1,367,572−60.9% | Reduced |
| Private Wealth Asset Management, LLC | 900,118 | $6.94M | 0.75% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 987,804 | $7.62M | 0.01% | +374,687+61.1% | Added |
| Grace & White Inc | 1,111,297 | $8.57M | 1.53% | −41,826−3.6% | Reduced |
| Quantinno Capital Management LP | 1,215,130 | $9.37M | 0.02% | +313,273+34.7% | Added |
| Acadian Asset Management LLC | 1,362,895 | $10.5M | 0.02% | +268,459+24.5% | Added |
| American Century Companies Inc | 1,408,011 | $10.9M | 0.01% | +172,985+14.0% | Added |
| Northern Trust Corp | 1,551,174 | $12.0M | 0.00% | +11,835+0.8% | Added |
| Jane Street Group, LLC | 1,769,954 | $13.6M | 0.02% | +459,947+35.1% | Added |
| Abc Arbitrage SA | 2,097,310 | $16.2M | 1.51% | +15,442+0.7% | Added |
| BNP Paribas Arbitrage, SA | 2,102,205 | $16.2M | 0.01% | −2,801,496−57.1% | Reduced |
| Raymond James Financial Inc | 2,418,895 | $18.7M | 0.01% | +37,550+1.6% | Added |
| Voloridge Investment Management, LLC | 2,440,065 | $18.8M | 0.07% | −1,944,089−44.3% | Reduced |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 2,527,483 | $19.5M | 2.87% | +599,104+31.1% | Added |
| UBS Group AG | 2,546,698 | $19.6M | 0.00% | +494,065+24.1% | Added |
| Goldman Sachs Group Inc | 4,210,934 | $32.5M | 0.00% | −1,025,472−19.6% | Reduced |
| BlackRock, Inc. | 5,292,654 | $40.8M | 0.00% | −139,284−2.6% | Reduced |
| Dimensional Fund Advisors LP | 10,839,732 | $83.6M | 0.02% | +970,534+9.8% | Added |
| Arrowstreet Capital, Limited Partnership | 11,992,010 | $92.5M | 0.05% | −4,950,247−29.2% | Reduced |
| Morgan Stanley | 13,131,922 | $101.2M | 0.01% | −719,368−5.2% | Reduced |
| Dodge & Cox | 70,522,831 | $543.7M | 0.29% | −15,260,674−17.8% | Reduced |