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 |
|---|---|---|---|---|---|
| Kestra Private Wealth Services, LLC | 51,186 | $371.6K | 0.00% | +17,740+53.0% | Added |
| Venturi Wealth Management, LLC | 47,432 | $344.4K | 0.02% | +29,005+157.4% | Added |
| Clearstead Advisors, LLC | 45,710 | $331.9K | 0.00% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 41,744 | $303.1K | 0.00% | +6,423+18.2% | Added |
| Prime Capital Investment Advisors, LLC | 41,177 | $298.9K | 0.00% | −146−0.4% | Reduced |
| Jackson Square Capital, LLC | 40,482 | $293.9K | 0.06% | −2,007−4.7% | Reduced |
| Lloyd Advisory Services, LLC. | 37,832 | $274.7K | 0.08% | +37,832 | New |
| Kingdom Financial Group LLC. | 37,832 | $274.7K | 0.08% | +37,832 | New |
| Ar Asset Management Inc | 36,691 | $266.0K | 0.05% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 35,669 | $259.0K | 0.01% | −22,964−39.2% | Reduced |
| Two Sigma Securities, LLC | 35,510 | $257.8K | 0.03% | −9,150−20.5% | Reduced |
| TCG Advisory Services, LLC | 35,074 | $254.6K | 0.01% | +23,714+208.8% | Added |
| Stifel Financial Corp | 34,166 | $248.0K | 0.00% | −64,692−65.4% | Reduced |
| J.W. Cole Advisors, Inc. | 33,345 | $242.1K | 0.01% | −110.0% | Reduced |
| Rockefeller Capital Management L.P. | 33,229 | $241.2K | 0.00% | +29,381+763.5% | Added |
| CIBC Bancorp USA Inc. | 33,212 | $241.1K | 0.00% | +33,212 | New |
| Ellevest, Inc. | 33,186 | $240.9K | 0.03% | −2,704−7.5% | Reduced |
| Smartleaf Asset Management LLC | 34,224 | $237.2K | 0.01% | +723+2.2% | Added |
| Franklin Resources Inc | 32,163 | $233.5K | 0.00% | −4,061−11.2% | Reduced |
| Advisor Group Holdings, Inc. | 32,135 | $233.3K | 0.00% | +3,449+12.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 29,845 | $219.7K | 0.00% | −43,588−59.4% | Reduced |
| Impact Investors, Inc | 30,249 | $219.6K | 0.15% | +30,249 | New |
| Allspring Global Investments Holdings, LLC | 29,285 | $214.4K | 0.00% | +2,379+8.8% | Added |
| United Capital Financial Advisers, LLC | 29,216 | $212.1K | 0.00% | −3,178−9.8% | Reduced |
| NFP Retirement, Inc. | 27,938 | $202.8K | 0.01% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 27,905 | $202.6K | 0.00% | +23,671+559.1% | Added |
| Basecamp Wealth Advisors LLC | 27,082 | $196.6K | 0.04% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 26,988 | $195.9K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 26,445 | $192.0K | 0.00% | −36,058−57.7% | Reduced |
| Private Advisor Group, LLC | 26,380 | $191.5K | 0.00% | +2,683+11.3% | Added |
| Captrust Financial Advisors | 25,768 | $187.1K | 0.00% | +7,135+38.3% | Added |
| Scientech Research LLC | 24,767 | $179.8K | 0.15% | −4,857−16.4% | Reduced |
| Advisors Asset Management, Inc. | 24,719 | $179.5K | 0.00% | +11,952+93.6% | Added |
| PDS Planning, Inc | 24,050 | $174.6K | 0.01% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 23,962 | $174.0K | 0.00% | −706−2.9% | Reduced |
| Savant Capital, LLC | 23,791 | $172.7K | 0.00% | +5,264+28.4% | Added |
| Viewpoint Investment Partners Corp | 30,100 | $160.0K | 0.07% | +10,500+53.6% | Added |
| Parallel Advisors, LLC | 21,982 | $159.6K | 0.00% | +2,142+10.8% | Added |
| Gotham Asset Management, LLC | 21,727 | $157.7K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 21,500 | $156.1K | 0.02% | −7,300−25.3% | Reduced |
| Dynasty Wealth Management, LLC | 20,846 | $151.3K | 0.00% | +6,699+47.4% | Added |
| EverSource Wealth Advisors, LLC | 20,797 | $151.0K | 0.00% | +6,012+40.7% | Added |
| Sage Rhino Capital LLC | 20,790 | $150.9K | 0.03% | −171−0.8% | Reduced |
| Truist Financial Corp | 20,437 | $148.4K | 0.00% | −11,971−36.9% | Reduced |
| AE Wealth Management LLC | 20,284 | $147.3K | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 20,045 | $145.5K | 0.00% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 19,912 | $144.6K | 0.00% | +1,196+6.4% | Added |
| Vise Technologies, Inc. | 18,603 | $143.4K | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 19,055 | $138.3K | 0.00% | +6,151+47.7% | Added |
| Principal Street Partners, LLC | 17,940 | $130.2K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 17,644 | $128.1K | 0.00% | +23+0.1% | Added |
| Evolve Private Wealth, LLC | 16,949 | $123.0K | 0.01% | −5,191−23.4% | Reduced |
| Warren Averett Asset Management, LLC | 16,890 | $122.6K | 0.00% | −588−3.4% | Reduced |
| Summit Trail Advisors, LLC | 16,345 | $118.7K | 0.00% | +16,345 | New |
| Ronald Blue Trust, Inc. | 16,213 | $117.7K | 0.00% | +1,292+8.7% | Added |
| May Hill Capital, LLC | 16,146 | $117.2K | 0.03% | +16,146 | New |
| Jackson Thornton Asset Management, LLC | 14,359 | $113.0K | 0.01% | +2,625+22.4% | Added |
| Dorsey & Whitney Trust CO LLC | 15,550 | $112.9K | 0.01% | −1,049−6.3% | Reduced |
| Kathmere Capital Management, LLC | 15,025 | $109.1K | 0.01% | +15,025 | New |
| First Trust Advisors LP | 14,995 | $108.9K | 0.00% | −4,873−24.5% | Reduced |
| Coldstream Capital Management Inc | 14,755 | $107.1K | 0.00% | −1,583−9.7% | Reduced |
| Boit C F David | 14,695 | $106.7K | 0.05% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 14,551 | $105.6K | 0.01% | −1,000−6.4% | Reduced |
| Buckingham Strategic Partners | 14,447 | $104.9K | 0.00% | +1,633+12.7% | Added |
| BCJ Capital Management, LLC | 14,416 | $104.7K | 0.01% | +932+6.9% | Added |
| Jones Financial Companies LLLP | 15,149 | $103.9K | 0.00% | +4,172+38.0% | Added |
| Henry James International Management, Inc. | 14,260 | $103.5K | 0.04% | 00.0% | Unchanged |
| Invesco Ltd. | 14,221 | $103.2K | 0.00% | +14,221 | New |
| EP Wealth Advisors, LLC | 14,182 | $103.0K | 0.00% | +494+3.6% | Added |
| Wealthcare Advisory Partners LLC | 13,930 | $101.1K | 0.00% | +13,930 | New |
| Checchi Capital Advisers, LLC | 13,581 | $98.6K | 0.01% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 13,458 | $97.7K | 0.01% | −2,524−15.8% | Reduced |
| Axq Capital, LP | 13,433 | $97.5K | 0.01% | +13,433 | New |
| GeoWealth Management, LLC | 13,402 | $97.3K | 0.00% | +2,796+26.4% | Added |
| State Street Corp | 13,085 | $95.0K | 0.00% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 12,849 | $93.3K | 0.00% | 00.0% | Unchanged |
| Atria Investments LLC | 12,591 | $91.4K | 0.00% | −39,706−75.9% | Reduced |
| Argos Wealth Advisors, LLC | 12,436 | $90.3K | 0.03% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 12,271 | $89.1K | 0.00% | +12,271 | New |
| Keybank National Association | 12,099 | $87.8K | 0.00% | +12,099 | New |
| Capital Performance Advisors LLP | 11,871 | $86.2K | 0.01% | +1,508+14.6% | Added |
| Perigon Wealth Management, LLC | 11,787 | $85.6K | 0.00% | +11,787 | New |
| CWM, LLC | 11,651 | $84.6K | 0.00% | −23,764−67.1% | Reduced |
| Keebeck Wealth Management, LLC | 11,513 | $83.6K | 0.01% | +11,513 | New |
| Wedmont Private Capital | 10,736 | $83.5K | 0.00% | +209+2.0% | Added |
| M&T Bank Corp | 11,493 | $83.3K | 0.00% | −1,498−11.5% | Reduced |
| Sanctuary Advisors, LLC | 11,295 | $82.0K | 0.00% | +11,295 | New |
| Glenmede Trust Co NA | 11,241 | $81.6K | 0.00% | −75−0.7% | Reduced |
| Baron Wealth Management LLC | 11,236 | $81.6K | 0.02% | +11,236 | New |
| Canopy Partners, LLC | 10,924 | $79.3K | 0.03% | +758+7.5% | Added |
| Beacon Pointe Advisors, LLC | 10,784 | $78.3K | 0.00% | +10,784 | New |
| Allworth Financial LP | 10,723 | $77.8K | 0.00% | −469−4.2% | Reduced |
| Stronghold Wealth Management L.L.C. | 10,155 | $73.7K | 0.11% | +10,155 | New |
| Shelton Capital Management | 10,000 | $72.6K | 0.00% | +10,000 | New |
| Cromwell Holdings LLC | 9,692 | $70.4K | 0.04% | 00.0% | Unchanged |
| Deutsche Bank AG | 9,310 | $67.6K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 9,138 | $67.3K | 0.00% | +1,325+17.0% | Added |
| Federation des caisses Desjardins du Quebec | 7,800 | $56.6K | 0.00% | −35,393−81.9% | Reduced |
| GAMMA Investing LLC | 7,495 | $54.4K | 0.00% | +162+2.2% | Added |
| Independence Bank of Kentucky | 7,000 | $50.8K | 0.01% | −1,000−12.5% | Reduced |