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 |
|---|---|---|---|---|---|
| Sowell Financial Services LLC | 10,964 | $84.5K | 0.00% | +10,964 | New |
| Squarepoint Ops LLC | 10,879 | $83.9K | 0.00% | −131,961−92.4% | Reduced |
| Axxcess Wealth Management, LLC | 10,807 | $83.3K | 0.00% | 00.0% | Unchanged |
| Abel Hall, LLC | 10,806 | $83.3K | 0.02% | +10,806 | New |
| GeoWealth Management, LLC | 10,606 | $81.8K | 0.00% | +36+0.3% | Added |
| Alliance Wealth Advisors, LLC | 10,366 | $79.9K | 0.02% | −1,748−14.4% | Reduced |
| Capital Performance Advisors LLP | 10,363 | $79.9K | 0.01% | +22+0.2% | Added |
| Wedmont Private Capital | 10,527 | $79.6K | 0.00% | +10,527 | New |
| Canopy Partners, LLC | 10,166 | $78.4K | 0.03% | 00.0% | Unchanged |
| Quantessence Capital LLC | 10,098 | $77.9K | 0.90% | +10,098 | New |
| Cromwell Holdings LLC | 9,692 | $74.7K | 0.04% | 00.0% | Unchanged |
| Deutsche Bank AG | 9,310 | $71.8K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 8,362 | $64.5K | 0.00% | −122−1.4% | Reduced |
| Independence Bank of Kentucky | 8,000 | $61.7K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 7,813 | $60.2K | 0.00% | +3,583+84.7% | Added |
| Parkside Financial Bank & Trust | 7,410 | $57.1K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 7,333 | $56.5K | 0.00% | −192−2.6% | Reduced |
| Bessemer Group Inc | 5,210 | $41.0K | 0.00% | +643+14.1% | Added |
| Bartlett & Co. Wealth Management LLC | 5,000 | $38.5K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 4,511 | $34.8K | 0.01% | +3,440+321.2% | Added |
| UBS Asset Management Americas Inc | 4,234 | $32.6K | 0.00% | +4,234 | New |
| Pinnacle Wealth Planning Services, Inc. | 4,061 | $31.3K | 0.00% | +4,061 | New |
| Rockefeller Capital Management L.P. | 3,848 | $29.7K | 0.00% | +560+17.0% | Added |
| Bell Investment Advisors, Inc | 3,399 | $26.2K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 3,343 | $25.8K | 0.00% | +17+0.5% | Added |
| Larson Financial Group LLC | 2,938 | $22.7K | 0.00% | +645+28.1% | Added |
| Brown Brothers Harriman & Co | 2,932 | $22.6K | 0.00% | +2,932 | New |
| Cary Street Partner Investment Advisory LLC | 2,912 | $22.5K | 0.01% | +902+44.9% | Added |
| National Bank of Canada | 2,600 | $20.0K | 0.00% | +1,100+73.3% | Added |
| William B. Walkup & Associates, Inc. | 2,094 | $16.1K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,919 | $14.8K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,907 | $14.7K | 0.00% | −346−15.4% | Reduced |
| True Wealth Design, LLC | 1,824 | $14.1K | 0.00% | +376+26.0% | Added |
| Montag A & Associates Inc | 1,739 | $13.4K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,610 | $12.4K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 1,575 | $12.1K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,303 | $10.0K | 0.00% | +1,303 | New |
| SageView Advisory Group, LLC | 1,301 | $10.0K | 0.00% | +1,301 | New |
| Triumph Capital Management | 1,300 | $10.0K | 0.00% | +1,300 | New |
| Manchester Capital Management LLC | 1,260 | $9.71K | 0.00% | +192+18.0% | Added |
| Clean Yield Group | 1,259 | $9.71K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,249 | $9.63K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,200 | $9.24K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,107 | $8.54K | 0.00% | +84+8.2% | Added |
| WealthCollab, LLC | 1,103 | $8.51K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1,100 | $8.48K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 1,034 | $7.97K | 0.00% | −1,070−50.9% | Reduced |
| Umb Bank N A | 1,002 | $7.72K | 0.00% | −1,097−52.3% | Reduced |
| Gleason Group, Inc. | 1,000 | $7.71K | 0.00% | +1,000 | New |
| Pillar Financial Advisors, LLC | 930 | $7.17K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 763 | $5.88K | 0.00% | −4,915−86.6% | Reduced |
| SRS Capital Advisors, Inc. | 733 | $5.65K | 0.00% | −19,809−96.4% | Reduced |
| Pinney & Scofield, Inc. | 714 | $5.50K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 679 | $5.19K | 0.00% | +470+224.9% | Added |
| Vermillion & White Wealth Management Group, LLC | 671 | $5.17K | 0.00% | +671 | New |
| Financial Consulate, Inc | 625 | $4.82K | 0.00% | +7+1.1% | Added |
| JFS Wealth Advisors, LLC | 564 | $4.35K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 559 | $4.31K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 550 | $4.27K | 0.00% | +497+937.7% | Added |
| Salomon & Ludwin, LLC | 490 | $3.88K | 0.00% | −216−30.6% | Reduced |
| MTM Investment Management, LLC | 501 | $3.86K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 480 | $3.70K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 469 | $3.62K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 435 | $3.35K | 0.00% | 00.0% | Unchanged |
| Garton & Associates Financial Advisors LLC | 416 | $3.21K | 0.00% | +416 | New |
| GWM Advisors LLC | 411 | $3.17K | 0.00% | −4−1.0% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 333 | $3.00K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 354 | $2.73K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 337 | $2.60K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 324 | $2.50K | 0.00% | +324 | New |
| Bruce G. Allen Investments, LLC | 291 | $2.24K | 0.00% | +32+12.4% | Added |
| GW&K Investment Management, LLC | 281 | $2.00K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 220 | $1.70K | 0.00% | +94+74.6% | Added |
| Root Financial Partners, LLC | 215 | $1.66K | 0.00% | +133+162.2% | Added |
| Bryn Mawr Trust Co | 190 | $1.47K | 0.00% | +190 | New |
| Anchor Investment Management, LLC | 184 | $1.42K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 110 | $848 | 0.00% | +110 | New |
| Zions Bancorporation, National Association | 105 | $810 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 102 | $786 | 0.00% | 00.0% | Unchanged |
| CrossGen Wealth, LLC | 94 | $725 | 0.00% | +94 | New |
| Principia Wealth Advisory, LLC | 90 | $694 | 0.00% | −1−1.1% | Reduced |
| SHP Wealth Management | 78 | $601 | 0.00% | +78 | New |
| AdvisorNet Financial, Inc | 72 | $555 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 63 | $486 | 0.00% | +63 | New |
| Maseco LLP | 62 | $474 | 0.00% | 00.0% | Unchanged |
| Navalign, LLC | 45 | $350 | 0.00% | +45 | New |
| Creative Financial Designs Inc | 45 | $347 | 0.00% | −240−84.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 43 | $332 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 36 | $288 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 34 | $262 | 0.00% | +34 | New |
| CVA Family Office, LLC | 32 | $247 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 27 | $208 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 25 | $193 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 18 | $139 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 11 | $85 | 0.00% | −12−52.2% | Reduced |
| New England Capital Financial Advisors LLC | 11 | $85 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 9 | $70 | 0.00% | +9 | New |
| Cedar Mountain Advisors, LLC | 2 | $15 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 2 | $15 | 0.00% | +2 | New |
| Huntington National Bank | 1 | $5 | 0.00% | 00.0% | Unchanged |