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 |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $5 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 2 | $15 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 2 | $15 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 10 | $73 | 0.00% | +10 | New |
| New England Capital Financial Advisors LLC | 11 | $80 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 14 | $102 | 0.00% | +14 | New |
| CoreCap Advisors, LLC | 18 | $131 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 23 | $166 | 0.00% | −20−46.5% | Reduced |
| Toronto Dominion Bank | 27 | $196 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 32 | $232 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 34 | $247 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 36 | $262 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 49 | $356 | 0.00% | +40+444.4% | Added |
| Maseco LLP | 62 | $446 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 72 | $523 | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 84 | $610 | 0.00% | +84 | New |
| Principia Wealth Advisory, LLC | 86 | $624 | 0.00% | −4−4.4% | Reduced |
| CrossGen Wealth, LLC | 94 | $682 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 102 | $741 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 103 | $748 | 0.00% | +40+63.5% | Added |
| Zions Bancorporation, National Association | 105 | $762 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 106 | $770 | 0.00% | +106 | New |
| Burk Holdings LLC | 109 | $791 | 0.00% | +109 | New |
| UMA Financial Services, Inc. | 126 | $915 | 0.00% | −94−42.7% | Reduced |
| SRS Capital Advisors, Inc. | 149 | $1.08K | 0.00% | −584−79.7% | Reduced |
| JPL Wealth Management, LLC | 151 | $1.10K | 0.00% | +151 | New |
| SHP Wealth Management | 154 | $1.12K | 0.00% | +76+97.4% | Added |
| Salomon & Ludwin, LLC | 173 | $1.27K | 0.00% | −317−64.7% | Reduced |
| Anchor Investment Management, LLC | 184 | $1.34K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 221 | $1.60K | 0.00% | +221 | New |
| Root Financial Partners, LLC | 234 | $1.70K | 0.00% | +19+8.8% | Added |
| Bruce G. Allen Investments, LLC | 259 | $1.88K | 0.00% | −32−11.0% | Reduced |
| Creative Financial Designs Inc | 261 | $1.90K | 0.00% | +216+480.0% | Added |
| Nisa Investment Advisors, LLC | 268 | $1.95K | 0.00% | +158+143.6% | Added |
| JTC Employer Solutions Trusteee Ltd | 333 | $2.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 281 | $2.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 337 | $2.45K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 354 | $2.57K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 398 | $2.89K | 0.00% | +398 | New |
| GWM Advisors LLC | 411 | $2.99K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 435 | $3.16K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 446 | $3.24K | 0.00% | −118−20.9% | Reduced |
| Caldwell Trust Co | 469 | $3.40K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 501 | $3.64K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 525 | $3.81K | 0.00% | +45+9.4% | Added |
| Crews Bank & Trust | 558 | $4.05K | 0.00% | +558 | New |
| Golden State Wealth Management, LLC | 559 | $4.06K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 560 | $4.07K | 0.00% | +560 | New |
| Cornerstone Financial Management LLC | 563 | $4.09K | 0.00% | +239+73.8% | Added |
| Cornerstone Planning Group LLC | 550 | $4.49K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 679 | $5.00K | 0.00% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 714 | $5.18K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 836 | $6.07K | 0.00% | +211+33.8% | Added |
| Owl Creek Wealth Partners LLC | 883 | $6.41K | 0.00% | +883 | New |
| Pillar Financial Advisors, LLC | 930 | $6.75K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 977 | $7.09K | 0.00% | +977 | New |
| Gleason Group, Inc. | 997 | $7.24K | 0.00% | −3−0.3% | Reduced |
| Umb Bank N A | 1,002 | $7.28K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,020 | $7.41K | 0.00% | +1,020 | New |
| Bell Investment Advisors, Inc | 1,042 | $7.57K | 0.00% | −2,357−69.3% | Reduced |
| Ancora Advisors, LLC | 1,043 | $7.57K | 0.00% | +1,043 | New |
| WealthCollab, LLC | 1,103 | $8.01K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,140 | $8.28K | 0.00% | −163−12.5% | Reduced |
| Assetmark, Inc | 1,181 | $8.57K | 0.00% | +74+6.7% | Added |
| Manchester Capital Management LLC | 1,204 | $8.74K | 0.00% | −56−4.4% | Reduced |
| Evermay Wealth Management LLC | 1,249 | $9.07K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 1,259 | $9.14K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,299 | $9.43K | 0.00% | −1,639−55.8% | Reduced |
| Essential Partners LLC | 1,354 | $9.83K | 0.00% | +320+30.9% | Added |
| National Bank of Canada | 1,502 | $10.9K | 0.00% | −1,098−42.2% | Reduced |
| Copia Wealth Management | 1,575 | $11.4K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,675 | $12.2K | 0.00% | −5,735−77.4% | Reduced |
| Montag A & Associates Inc | 1,739 | $12.6K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,610 | $12.7K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 1,750 | $12.7K | 0.00% | +450+34.6% | Added |
| William B. Walkup & Associates, Inc. | 2,094 | $13.8K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,958 | $14.2K | 0.00% | +39+2.0% | Added |
| Cary Street Partner Investment Advisory LLC | 1,976 | $14.3K | 0.00% | −936−32.1% | Reduced |
| TD Waterhouse Canada Inc. | 2,027 | $14.9K | 0.00% | +827+68.9% | Added |
| Citigroup Inc | 2,243 | $16.3K | 0.00% | +1,480+194.0% | Added |
| Caitong International Asset Management Co., Ltd | 2,277 | $16.5K | 0.00% | −2,234−49.5% | Reduced |
| True Wealth Design, LLC | 2,353 | $17.1K | 0.00% | +529+29.0% | Added |
| Ares Financial Consulting, LLC | 3,032 | $22.3K | 0.02% | +3,032 | New |
| Harbour Investments, Inc. | 3,290 | $23.9K | 0.00% | +1,383+72.5% | Added |
| Massmutual Trust Co FSB | 3,343 | $24.3K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 4,082 | $29.6K | 0.00% | +2,982+271.1% | Added |
| Brown Brothers Harriman & Co | 4,226 | $30.7K | 0.00% | +1,294+44.1% | Added |
| Bessemer Group Inc | 5,210 | $38.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 5,000 | $40.2K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 5,690 | $41.3K | 0.00% | +1,629+40.1% | Added |
| Rothschild Investment LLC | 5,778 | $41.9K | 0.00% | −2,584−30.9% | Reduced |
| Independence Bank of Kentucky | 7,000 | $50.8K | 0.01% | −1,000−12.5% | Reduced |
| GAMMA Investing LLC | 7,495 | $54.4K | 0.00% | +162+2.2% | Added |
| Federation des caisses Desjardins du Quebec | 7,800 | $56.6K | 0.00% | −35,393−81.9% | Reduced |
| Farther Finance Advisors, LLC | 9,138 | $67.3K | 0.00% | +1,325+17.0% | Added |
| Deutsche Bank AG | 9,310 | $67.6K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 9,692 | $70.4K | 0.04% | 00.0% | Unchanged |
| Shelton Capital Management | 10,000 | $72.6K | 0.00% | +10,000 | New |
| Stronghold Wealth Management L.L.C. | 10,155 | $73.7K | 0.11% | +10,155 | New |
| Allworth Financial LP | 10,723 | $77.8K | 0.00% | −469−4.2% | Reduced |