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 |
|---|---|---|---|---|---|
| CI Private Wealth, LLC | 63,654 | $441.1K | 0.00% | +17,838+38.9% | Added |
| Syon Capital LLC | 61,273 | $444.8K | 0.02% | −16,808−21.5% | Reduced |
| Bridgewater Associates, LP | 62,987 | $457.3K | 0.00% | +62,987 | New |
| Cambiar Investors LLC | 63,600 | $461.7K | 0.02% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 65,650 | $476.6K | 0.01% | −380−0.6% | Reduced |
| Russell Investments Group, Ltd. | 66,333 | $481.6K | 0.00% | +16,124+32.1% | Added |
| XTX Topco Ltd | 68,116 | $494.5K | 0.01% | −369,184−84.4% | Reduced |
| SG Americas Securities, LLC | 69,596 | $505.0K | 0.00% | −1,887−2.6% | Reduced |
| Hantz Financial Services, Inc. | 69,667 | $506.0K | 0.01% | +5,803+9.1% | Added |
| Commonwealth Equity Services, LLC | 69,815 | $506.9K | 0.00% | +2,197+3.2% | Added |
| OLIO Financial Planning | 71,009 | $515.5K | 0.14% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 71,787 | $521.2K | 0.00% | −23,795−24.9% | Reduced |
| Pathstone Holdings, LLC | 73,092 | $530.6K | 0.00% | −13,820−15.9% | Reduced |
| Royal Bank of Canada | 73,879 | $536.0K | 0.00% | +2,286+3.2% | Added |
| Evergreen Capital Management LLC | 75,175 | $545.8K | 0.01% | +7,415+10.9% | Added |
| Rhumbline Advisers | 79,696 | $578.6K | 0.00% | +754+1.0% | Added |
| Balyasny Asset Management LLC | 81,736 | $593.4K | 0.00% | +8,892+12.2% | Added |
| Envestnet Asset Management Inc | 82,401 | $598.2K | 0.00% | −165,018−66.7% | Reduced |
| Natixis Advisors, L.P. | 87,888 | $638.0K | 0.00% | +4,660+5.6% | Added |
| Aaron Wealth Advisors | 88,748 | $644.3K | 0.04% | +54,869+162.0% | Added |
| Kestra Advisory Services, LLC | 90,943 | $660.2K | 0.00% | +30,088+49.4% | Added |
| LPL Financial LLC | 93,228 | $676.8K | 0.00% | −112,056−54.6% | Reduced |
| Callan Family Office, LLC | 98,317 | $713.8K | 0.02% | −23,807−19.5% | Reduced |
| Squarepoint Ops LLC | 99,554 | $722.8K | 0.00% | +88,675+815.1% | Added |
| Abacus Wealth Partners, LLC | 110,254 | $800.4K | 0.07% | +869+0.8% | Added |
| Skopos Labs, Inc. | 112,460 | $816.5K | 0.03% | +32,019+39.8% | Added |
| Ameriprise Financial Inc | 114,991 | $834.8K | 0.00% | −138,577−54.7% | Reduced |
| Bank of New York Mellon Corp | 117,882 | $855.8K | 0.00% | +1,311+1.1% | Added |
| Signaturefd, LLC | 119,084 | $864.5K | 0.01% | −1,084−0.9% | Reduced |
| Sequoia Financial Advisors, LLC | 121,708 | $883.6K | 0.00% | +91,402+301.6% | Added |
| JustInvest LLC | 125,586 | $911.8K | 0.01% | −23,343−15.7% | Reduced |
| Ieq Capital, LLC | 133,383 | $968.4K | 0.00% | +66,956+100.8% | Added |
| Wealthstar Advisors, LLC | 133,514 | $969.3K | 0.58% | +48,293+56.7% | Added |
| Entropy Technologies, LP | 142,001 | $1.03M | 0.05% | +77,400+119.8% | Added |
| Greenleaf Trust | 152,857 | $1.11M | 0.01% | −619−0.4% | Reduced |
| Colony Group, LLC | 153,269 | $1.13M | 0.00% | +11,500+8.1% | Added |
| Wells Fargo & Company | 163,400 | $1.19M | 0.00% | −4,504−2.7% | Reduced |
| Crossmark Global Holdings, Inc. | 163,502 | $1.19M | 0.02% | +6,548+4.2% | Added |
| Cerity Partners LLC | 163,814 | $1.19M | 0.00% | +2,079+1.3% | Added |
| Laird Norton Trust Company, LLC | 177,660 | $1.29M | 0.03% | −12,832−6.7% | Reduced |
| Millennium Management LLC | 191,061 | $1.39M | 0.00% | −109,664−36.5% | Reduced |
| Capital Fund Management S.A. | 199,901 | $1.45M | 0.01% | +627+0.3% | Added |
| Mariner, LLC | 200,379 | $1.45M | 0.00% | +140+0.1% | Added |
| HighTower Advisors, LLC | 201,633 | $1.46M | 0.00% | +3,214+1.6% | Added |
| Diversify Wealth Management, LLC | 184,669 | $1.48M | 0.03% | +32,433+21.3% | Added |
| Quadrant Capital Group LLC | 204,207 | $1.48M | 0.04% | −3,762−1.8% | Reduced |
| Vanguard Fiduciary Trust Co | 209,487 | $1.52M | 0.00% | +209,487 | New |
| The PNC Financial Services Group, Inc. | 220,859 | $1.60M | 0.00% | +10,735+5.1% | Added |
| Qube Research & Technologies Ltd | 228,743 | $1.66M | 0.00% | −759,061−76.8% | Reduced |
| Mainstay Capital Management LLC | 237,545 | $1.72M | 0.13% | +292+0.1% | Added |
| Ethic Inc. | 259,380 | $1.88M | 0.03% | −890−0.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 297,884 | $2.16M | 0.02% | +182,264+157.6% | Added |
| Charles Schwab Investment Management Inc | 301,267 | $2.19M | 0.00% | +44,603+17.4% | Added |
| Vident Advisory, LLC | 304,558 | $2.21M | 0.02% | +21,350+7.5% | Added |
| Optiver Holding B.V. | 314,565 | $2.28M | 0.09% | −563,424−64.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 323,321 | $2.35M | 0.08% | −85,403−20.9% | Reduced |
| CIBC World Markets Inc. | 346,358 | $2.51M | 0.00% | +4,379+1.3% | Added |
| Bank of America Corp | 362,408 | $2.63M | 0.00% | +102,930+39.7% | Added |
| FMR LLC | 385,104 | $2.80M | 0.00% | +231,460+150.6% | Added |
| SEI Investments Co | 412,972 | $3.00M | 0.00% | +52,751+14.6% | Added |
| US Bancorp | 438,746 | $3.19M | 0.00% | +120.0% | Added |
| Bank of Montreal | 501,140 | $3.64M | 0.00% | +454,274+969.3% | Added |
| Creative Planning | 525,948 | $3.82M | 0.00% | +21,215+4.2% | Added |
| Two Sigma Investments, LP | 532,588 | $3.87M | 0.00% | +242,900+83.8% | Added |
| O'Shaughnessy Asset Management, LLC | 536,195 | $3.89M | 0.02% | +96,295+21.9% | Added |
| Oppenheimer & Co Inc | 559,615 | $4.06M | 0.05% | +47,590+9.3% | Added |
| Old Mission Capital LLC | 613,320 | $4.45M | 0.11% | +218,482+55.3% | Added |
| Teachers Retirement System of the State of Kentucky | 644,010 | $4.68M | 0.04% | +41,260+6.8% | Added |
| Todd Asset Management LLC | 648,575 | $4.71M | 0.09% | +41,557+6.8% | Added |
| Transmarket Holdings LP | 665,613 | $4.83M | 2.58% | +342,704+106.1% | Added |
| DRW Securities, LLC | 782,733 | $5.68M | 0.31% | +361,951+86.0% | Added |
| AQR Capital Management LLC | 788,709 | $5.73M | 0.00% | −59,883−7.1% | Reduced |
| Tower Research Capital LLC (TRC) | 885,320 | $6.43M | 0.17% | +194,297+28.1% | Added |
| Private Wealth Asset Management, LLC | 900,000 | $6.53M | 0.70% | −1180.0% | Reduced |
| JPMorgan Chase & Co | 1,050,189 | $7.28M | 0.00% | +530,160+101.9% | Added |
| Grace & White Inc | 1,107,297 | $8.04M | 1.42% | −4,000−0.4% | Reduced |
| Voloridge Investment Management, LLC | 1,226,958 | $8.91M | 0.04% | −1,213,107−49.7% | Reduced |
| American Century Companies Inc | 1,394,670 | $10.1M | 0.01% | −13,341−0.9% | Reduced |
| BNP Paribas Arbitrage, SA | 1,452,213 | $10.5M | 0.01% | −649,992−30.9% | Reduced |
| Northern Trust Corp | 1,504,190 | $10.9M | 0.00% | −46,984−3.0% | Reduced |
| Quantinno Capital Management LP | 1,735,351 | $12.6M | 0.02% | +520,221+42.8% | Added |
| Abc Arbitrage SA | 2,107,085 | $15.3M | 2.03% | +9,775+0.5% | Added |
| Raymond James Financial Inc | 2,451,515 | $17.8M | 0.01% | +32,620+1.3% | Added |
| UBS Group AG | 2,741,866 | $19.9M | 0.00% | +195,168+7.7% | Added |
| Jane Street Group, LLC | 3,303,388 | $24.0M | 0.03% | +1,533,434+86.6% | Added |
| Goldman Sachs Group Inc | 4,562,422 | $33.1M | 0.00% | +351,488+8.3% | Added |
| BlackRock, Inc. | 5,293,258 | $38.4M | 0.00% | +6040.0% | Added |
| Arrowstreet Capital, Limited Partnership | 5,631,844 | $40.9M | 0.02% | −6,360,166−53.0% | Reduced |
| Morgan Stanley | 10,520,790 | $76.4M | 0.00% | −2,611,132−19.9% | Reduced |
| Dimensional Fund Advisors LP | 11,741,711 | $85.2M | 0.02% | +901,979+8.3% | Added |
| Dodge & Cox | 50,556,509 | $367.0M | 0.20% | −19,966,322−28.3% | Reduced |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −2,527,483−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −1,362,895−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −762,261−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −268,800−100.0% | Sold out |
| Dorsey Wright & Associates | 0 | $0 | 0.00% | −166,041−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −140,686−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −115,710−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −111,128−100.0% | Sold out |
| Diversify Advisory Services, LLC | 0 | $0 | 0.00% | −54,647−100.0% | Sold out |