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, Q1 2026
Institutional positions in Aegon Ltd. as of Mar 31, 2026. 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
- 291
- −5 vs. Q4 2025
- Shares held
- 129.5M
- −31.6M (−19.6%) vs. Q4 2025
- Total value
- $940.2M
- −$302.4M (−24.3%) vs. Q4 2025
- New holders
- 36
- 110 more added
- Sold out
- 41
- 84 more reduced
4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Aegon Ltd.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dodge & Cox | 50,556,509 | $367.0M | 0.20% | −19,966,322−28.3% | Reduced |
| Dimensional Fund Advisors LP | 11,741,711 | $85.2M | 0.02% | +901,979+8.3% | Added |
| Morgan Stanley | 10,520,790 | $76.4M | 0.00% | −2,611,132−19.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 5,631,844 | $40.9M | 0.02% | −6,360,166−53.0% | Reduced |
| BlackRock, Inc. | 5,293,258 | $38.4M | 0.00% | +6040.0% | Added |
| Goldman Sachs Group Inc | 4,562,422 | $33.1M | 0.00% | +351,488+8.3% | Added |
| Jane Street Group, LLC | 3,303,388 | $24.0M | 0.03% | +1,533,434+86.6% | Added |
| UBS Group AG | 2,741,866 | $19.9M | 0.00% | +195,168+7.7% | Added |
| Raymond James Financial Inc | 2,451,515 | $17.8M | 0.01% | +32,620+1.3% | Added |
| Abc Arbitrage SA | 2,107,085 | $15.3M | 2.03% | +9,775+0.5% | Added |
| Quantinno Capital Management LP | 1,735,351 | $12.6M | 0.02% | +520,221+42.8% | Added |
| Northern Trust Corp | 1,504,190 | $10.9M | 0.00% | −46,984−3.0% | Reduced |
| BNP Paribas Arbitrage, SA | 1,452,213 | $10.5M | 0.01% | −649,992−30.9% | Reduced |
| American Century Companies Inc | 1,394,670 | $10.1M | 0.01% | −13,341−0.9% | Reduced |
| Voloridge Investment Management, LLC | 1,226,958 | $8.91M | 0.04% | −1,213,107−49.7% | Reduced |
| Grace & White Inc | 1,107,297 | $8.04M | 1.42% | −4,000−0.4% | Reduced |
| JPMorgan Chase & Co | 1,050,189 | $7.28M | 0.00% | +530,160+101.9% | Added |
| Private Wealth Asset Management, LLC | 900,000 | $6.53M | 0.70% | −1180.0% | Reduced |
| Tower Research Capital LLC (TRC) | 885,320 | $6.43M | 0.17% | +194,297+28.1% | Added |
| AQR Capital Management LLC | 788,709 | $5.73M | 0.00% | −59,883−7.1% | Reduced |
| DRW Securities, LLC | 782,733 | $5.68M | 0.31% | +361,951+86.0% | Added |
| Transmarket Holdings LP | 665,613 | $4.83M | 2.58% | +342,704+106.1% | Added |
| Todd Asset Management LLC | 648,575 | $4.71M | 0.09% | +41,557+6.8% | Added |
| Teachers Retirement System of the State of Kentucky | 644,010 | $4.68M | 0.04% | +41,260+6.8% | Added |
| Old Mission Capital LLC | 613,320 | $4.45M | 0.11% | +218,482+55.3% | Added |
| Oppenheimer & Co Inc | 559,615 | $4.06M | 0.05% | +47,590+9.3% | Added |
| O'Shaughnessy Asset Management, LLC | 536,195 | $3.89M | 0.02% | +96,295+21.9% | Added |
| Two Sigma Investments, LP | 532,588 | $3.87M | 0.00% | +242,900+83.8% | Added |
| Creative Planning | 525,948 | $3.82M | 0.00% | +21,215+4.2% | Added |
| Bank of Montreal | 501,140 | $3.64M | 0.00% | +454,274+969.3% | Added |
| US Bancorp | 438,746 | $3.19M | 0.00% | +120.0% | Added |
| SEI Investments Co | 412,972 | $3.00M | 0.00% | +52,751+14.6% | Added |
| FMR LLC | 385,104 | $2.80M | 0.00% | +231,460+150.6% | Added |
| Bank of America Corp | 362,408 | $2.63M | 0.00% | +102,930+39.7% | Added |
| CIBC World Markets Inc. | 346,358 | $2.51M | 0.00% | +4,379+1.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 323,321 | $2.35M | 0.08% | −85,403−20.9% | Reduced |
| Optiver Holding B.V. | 314,565 | $2.28M | 0.09% | −563,424−64.2% | Reduced |
| Vident Advisory, LLC | 304,558 | $2.21M | 0.02% | +21,350+7.5% | Added |
| Charles Schwab Investment Management Inc | 301,267 | $2.19M | 0.00% | +44,603+17.4% | Added |
| Schonfeld Strategic Advisors LLC | 297,884 | $2.16M | 0.02% | +182,264+157.6% | Added |
| Ethic Inc. | 259,380 | $1.88M | 0.03% | −890−0.3% | Reduced |
| Mainstay Capital Management LLC | 237,545 | $1.72M | 0.13% | +292+0.1% | Added |
| Qube Research & Technologies Ltd | 228,743 | $1.66M | 0.00% | −759,061−76.8% | Reduced |
| The PNC Financial Services Group, Inc. | 220,859 | $1.60M | 0.00% | +10,735+5.1% | Added |
| Vanguard Fiduciary Trust Co | 209,487 | $1.52M | 0.00% | +209,487 | New |
| Quadrant Capital Group LLC | 204,207 | $1.48M | 0.04% | −3,762−1.8% | Reduced |
| Diversify Wealth Management, LLC | 184,669 | $1.48M | 0.03% | +32,433+21.3% | Added |
| HighTower Advisors, LLC | 201,633 | $1.46M | 0.00% | +3,214+1.6% | Added |
| Mariner, LLC | 200,379 | $1.45M | 0.00% | +140+0.1% | Added |
| Capital Fund Management S.A. | 199,901 | $1.45M | 0.01% | +627+0.3% | Added |
| Millennium Management LLC | 191,061 | $1.39M | 0.00% | −109,664−36.5% | Reduced |
| Laird Norton Trust Company, LLC | 177,660 | $1.29M | 0.03% | −12,832−6.7% | Reduced |
| Cerity Partners LLC | 163,814 | $1.19M | 0.00% | +2,079+1.3% | Added |
| Crossmark Global Holdings, Inc. | 163,502 | $1.19M | 0.02% | +6,548+4.2% | Added |
| Wells Fargo & Company | 163,400 | $1.19M | 0.00% | −4,504−2.7% | Reduced |
| Colony Group, LLC | 153,269 | $1.13M | 0.00% | +11,500+8.1% | Added |
| Greenleaf Trust | 152,857 | $1.11M | 0.01% | −619−0.4% | Reduced |
| Entropy Technologies, LP | 142,001 | $1.03M | 0.05% | +77,400+119.8% | Added |
| Wealthstar Advisors, LLC | 133,514 | $969.3K | 0.58% | +48,293+56.7% | Added |
| Ieq Capital, LLC | 133,383 | $968.4K | 0.00% | +66,956+100.8% | Added |
| JustInvest LLC | 125,586 | $911.8K | 0.01% | −23,343−15.7% | Reduced |
| Sequoia Financial Advisors, LLC | 121,708 | $883.6K | 0.00% | +91,402+301.6% | Added |
| Signaturefd, LLC | 119,084 | $864.5K | 0.01% | −1,084−0.9% | Reduced |
| Bank of New York Mellon Corp | 117,882 | $855.8K | 0.00% | +1,311+1.1% | Added |
| Ameriprise Financial Inc | 114,991 | $834.8K | 0.00% | −138,577−54.7% | Reduced |
| Skopos Labs, Inc. | 112,460 | $816.5K | 0.03% | +32,019+39.8% | Added |
| Abacus Wealth Partners, LLC | 110,254 | $800.4K | 0.07% | +869+0.8% | Added |
| Squarepoint Ops LLC | 99,554 | $722.8K | 0.00% | +88,675+815.1% | Added |
| Callan Family Office, LLC | 98,317 | $713.8K | 0.02% | −23,807−19.5% | Reduced |
| LPL Financial LLC | 93,228 | $676.8K | 0.00% | −112,056−54.6% | Reduced |
| Kestra Advisory Services, LLC | 90,943 | $660.2K | 0.00% | +30,088+49.4% | Added |
| Aaron Wealth Advisors | 88,748 | $644.3K | 0.04% | +54,869+162.0% | Added |
| Natixis Advisors, L.P. | 87,888 | $638.0K | 0.00% | +4,660+5.6% | Added |
| Envestnet Asset Management Inc | 82,401 | $598.2K | 0.00% | −165,018−66.7% | Reduced |
| Balyasny Asset Management LLC | 81,736 | $593.4K | 0.00% | +8,892+12.2% | Added |
| Rhumbline Advisers | 79,696 | $578.6K | 0.00% | +754+1.0% | Added |
| Evergreen Capital Management LLC | 75,175 | $545.8K | 0.01% | +7,415+10.9% | Added |
| Royal Bank of Canada | 73,879 | $536.0K | 0.00% | +2,286+3.2% | Added |
| Pathstone Holdings, LLC | 73,092 | $530.6K | 0.00% | −13,820−15.9% | Reduced |
| Mercer Global Advisors Inc | 71,787 | $521.2K | 0.00% | −23,795−24.9% | Reduced |
| OLIO Financial Planning | 71,009 | $515.5K | 0.14% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 69,815 | $506.9K | 0.00% | +2,197+3.2% | Added |
| Hantz Financial Services, Inc. | 69,667 | $506.0K | 0.01% | +5,803+9.1% | Added |
| SG Americas Securities, LLC | 69,596 | $505.0K | 0.00% | −1,887−2.6% | Reduced |
| XTX Topco Ltd | 68,116 | $494.5K | 0.01% | −369,184−84.4% | Reduced |
| Russell Investments Group, Ltd. | 66,333 | $481.6K | 0.00% | +16,124+32.1% | Added |
| CAPROCK Group, Inc. | 65,650 | $476.6K | 0.01% | −380−0.6% | Reduced |
| Cambiar Investors LLC | 63,600 | $461.7K | 0.02% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 62,987 | $457.3K | 0.00% | +62,987 | New |
| Syon Capital LLC | 61,273 | $444.8K | 0.02% | −16,808−21.5% | Reduced |
| CI Private Wealth, LLC | 63,654 | $441.1K | 0.00% | +17,838+38.9% | Added |
| Factory Mutual Insurance Co | 59,398 | $431.2K | 0.00% | −110,000−64.9% | Reduced |
| Sivia Capital Partners, LLC | 58,572 | $425.2K | 0.08% | +10,167+21.0% | Added |
| Miller Investment Management, LP | 57,015 | $413.9K | 0.04% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 56,634 | $411.2K | 0.04% | +10,911+23.9% | Added |
| Ritholtz Wealth Management | 56,561 | $410.6K | 0.01% | −5,926−9.5% | Reduced |
| Lester Murray Antman dba SimplyRich | 56,361 | $409.0K | 0.10% | −54,725−49.3% | Reduced |
| Highland Capital Management, LLC | 54,227 | $393.7K | 0.02% | −200−0.4% | Reduced |
| Ballentine Partners, LLC | 53,818 | $390.7K | 0.01% | −3,118−5.5% | Reduced |
| RSM US Wealth Management LLC | 52,106 | $378.3K | 0.00% | −4,718−8.3% | Reduced |