Skip to main content
Livermore
Livermore
ZHEN

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.

Other share classesAEFCAEGOF

13F holders, Q2 2026

Institutional positions in Aegon Ltd. as of Jun 30, 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
310
+22 vs. Q1 2026
Shares held
122.3M
−7.07M (−5.5%) vs. Q1 2026
Total value
$1.03B
+$93.3M (+9.9%) vs. Q1 2026
New holders
49
118 more added
Sold out
27
59 more reduced

3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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.

Institutional holdersQ2 2026: 310 institutions
Q1 2021: 179 institutionsQ2 2021: 189 institutionsQ3 2021: 186 institutionsQ4 2021: 195 institutionsQ1 2022: 206 institutionsQ2 2022: 216 institutionsQ3 2022: 215 institutionsQ4 2022: 228 institutionsQ1 2023: 229 institutionsQ2 2023: 206 institutionsQ3 2023: 181 institutionsQ4 2023: 215 institutionsQ1 2024: 220 institutionsQ2 2024: 235 institutionsQ3 2024: 237 institutionsQ4 2024: 254 institutionsQ1 2025: 256 institutionsQ2 2025: 267 institutionsQ3 2025: 281 institutionsQ4 2025: 300 institutionsQ1 2026: 291 institutionsQ2 2026: 310 institutions
Value heldQ2 2026: $1.03B
Q1 2021: $767.0MQ2 2021: $641.5MQ3 2021: $809.5MQ4 2021: $814.4MQ1 2022: $1.07BQ2 2022: $884.7MQ3 2022: $792.7MQ4 2022: $998.4MQ1 2023: $843.3MQ2 2023: $970.7MQ3 2023: $881.4MQ4 2023: $1.05BQ1 2024: $1.06BQ2 2024: $1.07BQ3 2024: $1.13BQ4 2024: $1.06BQ1 2025: $1.26BQ2 2025: $1.44BQ3 2025: $1.50BQ4 2025: $1.24BQ1 2026: $940.2MQ2 2026: $1.03B
Institutions holding AEG and their total value by quarter
QuarterHoldersValue
Q2 2026310$1.03B
Q1 2026291$940.2M
Q4 2025300$1.24B
Q3 2025281$1.50B
Q2 2025267$1.44B
Q1 2025256$1.26B
Q4 2024254$1.06B
Q3 2024237$1.13B
Q2 2024235$1.07B
Q1 2024220$1.06B
Q4 2023215$1.05B
Q3 2023181$881.4M
Q2 2023206$970.7M
Q1 2023229$843.3M
Q4 2022228$998.4M
Q3 2022215$792.7M
Q2 2022216$884.7M
Q1 2022206$1.07B
Q4 2021195$814.4M
Q3 2021186$809.5M
Q2 2021189$641.5M
Q1 2021179$767.0M

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Aegon Ltd.; share changes are against Q1 2026.

Institutions holding AEG in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Cedar Mountain Advisors, LLC2$170.00%00.0%Unchanged
Financial Gravity Companies, Inc.2$170.00%+2New
Cassaday & Co Wealth Management LLC10$850.00%00.0%Unchanged
New England Capital Financial Advisors LLC11$930.00%00.0%Unchanged
Highland Investment Advisors LLC13$1100.00%+13New
Monetary Solutions, Ltd16$1350.00%+16New
CoreCap Advisors, LLC18$1520.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.18$1570.00%+18New
CVA Family Office, LLC32$2700.00%00.0%Unchanged
Godfrey Financial Associates, Inc.34$2870.00%00.0%Unchanged
Pacific Center for Financial Services36$3040.00%00.0%Unchanged
Stone House Investment Management, LLC36$3040.00%+22+157.1%Added
MV Capital Management, Inc.44$3720.00%−5−10.2%Reduced
Transamerica Financial Advisors, Inc.47$4040.00%+24+104.3%Added
North Star Investment Management Corp.59$4980.00%+59New
AdvisorNet Financial, Inc72$6080.00%00.0%Unchanged
IFG Advisory, LLC76$6410.00%+76New
Plante Moran Financial Advisors, LLC82$6920.00%+82New
LRI Investments, LLC83$7010.00%+83New
MidFirst Bank84$7090.00%00.0%Unchanged
Principia Wealth Advisory, LLC93$7850.00%+7+8.1%Added
CrossGen Wealth, LLC94$7930.00%00.0%Unchanged
Group One Trading, L.P.100$8440.00%+100New
Highline Wealth Partners LLC102$8610.00%00.0%Unchanged
Zions Bancorporation, National Association105$8860.00%00.0%Unchanged
GHP Investment Advisors, Inc.106$8950.00%00.0%Unchanged
Burk Holdings LLC109$9200.00%00.0%Unchanged
Action Point Financial Planning, LLC122$1.03K0.00%+122New
JPL Wealth Management, LLC151$1.27K0.00%00.0%Unchanged
UMA Financial Services, Inc.152$1.28K0.00%+26+20.6%Added
Salomon & Ludwin, LLC173$1.48K0.00%00.0%Unchanged
Anchor Investment Management, LLC184$1.55K0.00%00.0%Unchanged
Silver Grove Financial Group, Inc.188$1.59K0.00%+188New
Huntington National Bank200$1.69K0.00%+199+19,900.0%Added
Synergy Investment Management, LLC202$1.70K0.00%+202New
Asset Planning,Inc218$1.84K0.00%+218New
Bruce G. Allen Investments, LLC259$2.19K0.00%00.0%Unchanged
Creative Financial Designs Inc261$2.20K0.00%00.0%Unchanged
SHP Wealth Management276$2.33K0.00%+122+79.2%Added
Institute for Wealth Management, LLC.332$2.80K0.00%+332New
Nisa Investment Advisors, LLC334$2.90K0.00%+66+24.6%Added
TD Private Client Wealth LLC349$2.95K0.00%+246+238.8%Added
St. Johns Investment Management Company, LLC354$2.99K0.00%00.0%Unchanged
GW&K Investment Management, LLC319$3.00K0.00%+38+13.5%Added
JTC Employer Solutions Trusteee Ltd333$3.00K0.00%00.0%Unchanged
Arlington Trust Co LLC398$3.36K0.00%00.0%Unchanged
GWM Advisors LLC411$3.47K0.00%00.0%Unchanged
Compass Financial Management LLC400$3.75K0.00%+400New
JFS Wealth Advisors, LLC446$3.77K0.00%00.0%Unchanged
Caldwell Trust Co469$3.96K0.00%00.0%Unchanged
ORG Wealth Partners, LLC476$4.02K0.00%−49−9.3%Reduced
BNP Paribas Arbitrage, SA479$4.04K0.00%−1,451,734−100.0%Reduced
MTM Investment Management, LLC501$4.23K0.00%00.0%Unchanged
Crews Bank & Trust558$4.71K0.00%00.0%Unchanged
Golden State Wealth Management, LLC559$4.72K0.00%00.0%Unchanged
Cornerstone Financial Management LLC563$4.75K0.00%00.0%Unchanged
Cornerstone Planning Group LLC550$5.04K0.00%00.0%Unchanged
Pinney & Scofield, Inc.714$6.03K0.00%00.0%Unchanged
RMG Wealth Management LLC662$6.22K0.00%+662New
Steward Partners Investment Advisory, LLC752$6.35K0.00%+317+72.9%Added
Itau Unibanco Holding S.A.870$7.34K0.00%+870New
Owl Creek Wealth Partners LLC883$7.45K0.00%00.0%Unchanged
Pillar Financial Advisors, LLC930$7.85K0.00%00.0%Unchanged
Gleason Group, Inc.994$8.39K0.00%−3−0.3%Reduced
Umb Bank N A1,002$8.46K0.00%00.0%Unchanged
Financial Consulate, Inc995$8.49K0.00%+159+19.0%Added
ZRC Wealth Management, LLC1,025$8.65K0.00%+1,025New
Bell Investment Advisors, Inc1,042$8.79K0.00%00.0%Unchanged
Salem Investment Counselors Inc1,020$8.86K0.00%00.0%Unchanged
WealthCollab, LLC1,103$9.31K0.00%00.0%Unchanged
SJS Investment Consulting Inc.1,140$9.62K0.00%00.0%Unchanged
Manchester Capital Management LLC1,204$10.2K0.00%00.0%Unchanged
Evermay Wealth Management LLC1,249$10.5K0.00%00.0%Unchanged
Clean Yield Group1,259$10.6K0.00%00.0%Unchanged
Essential Partners LLC1,354$11.4K0.01%00.0%Unchanged
National Bank of Canada1,471$12.4K0.00%−31−2.1%Reduced
Copia Wealth Management1,575$13.3K0.01%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP1,610$13.6K0.00%00.0%Unchanged
Parkside Financial Bank & Trust1,675$14.1K0.00%00.0%Unchanged
Triumph Capital Management1,750$14.8K0.00%00.0%Unchanged
Montag A & Associates Inc1,739$15.1K0.00%00.0%Unchanged
Assetmark, Inc1,799$15.2K0.00%+618+52.3%Added
Fifth Third Bancorp1,958$16.5K0.00%00.0%Unchanged
William B. Walkup & Associates, Inc.2,094$17.7K0.01%00.0%Unchanged
Allied Private Wealth LLC2,532$22.1K0.01%+2,532New
Cary Street Partner Investment Advisory LLC2,656$22.4K0.00%+680+34.4%Added
True Wealth Design, LLC2,756$23.3K0.01%+403+17.1%Added
Caitong International Asset Management Co., Ltd3,027$25.5K0.00%+750+32.9%Added
Ares Financial Consulting, LLC3,032$25.6K0.02%00.0%Unchanged
Harbour Investments, Inc.3,191$26.9K0.00%−99−3.0%Reduced
Citigroup Inc3,269$27.6K0.00%+1,026+45.7%Added
Massmutual Trust Co FSB3,343$28.2K0.00%00.0%Unchanged
Global Retirement Partners, LLC3,625$30.6K0.00%+3,625New
Brown Brothers Harriman & Co3,875$32.7K0.00%−351−8.3%Reduced
Larson Financial Group LLC4,233$35.7K0.00%+2,934+225.9%Added
Bartlett & Co. Wealth Management LLC5,000$43.4K0.00%00.0%Unchanged
Bessemer Group Inc5,210$44.0K0.00%00.0%Unchanged
Independence Bank of Kentucky5,400$45.6K0.01%−1,600−22.9%Reduced
Pinnacle Wealth Planning Services, Inc.5,776$48.7K0.00%+86+1.5%Added
Rothschild Investment LLC5,874$49.6K0.00%+96+1.7%Added