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, 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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding Aegon Ltd.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Eastern Bank | 6,517 | $55.0K | 0.00% | +6,517 | New |
| Farther Finance Advisors, LLC | 7,904 | $66.7K | 0.00% | −1,234−13.5% | Reduced |
| Deutsche Bank AG | 9,310 | $78.6K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 9,692 | $84.1K | 0.04% | 00.0% | Unchanged |
| Shelton Capital Management | 10,000 | $84.4K | 0.00% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 10,000 | $84.4K | 0.01% | +10,000 | New |
| Atria Investments LLC | 10,179 | $85.9K | 0.00% | −2,412−19.2% | Reduced |
| Cornerstone Wealth Group, LLC | 10,260 | $86.6K | 0.01% | +10,260 | New |
| Angeles Wealth Management, LLC | 10,048 | $87.1K | 0.00% | +10,048 | New |
| Mayflower Financial Advisors, LLC | 10,571 | $89.2K | 0.01% | +10,571 | New |
| GeoWealth Management, LLC | 10,572 | $89.2K | 0.00% | −2,830−21.1% | Reduced |
| Allworth Financial LP | 10,826 | $91.4K | 0.00% | +103+1.0% | Added |
| Flputnam Investment Management Co | 10,829 | $91.4K | 0.00% | +10,829 | New |
| Canopy Partners, LLC | 10,924 | $92.2K | 0.03% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 11,181 | $94.4K | 0.00% | −9,616−46.2% | Reduced |
| GAMMA Investing LLC | 11,910 | $100.5K | 0.00% | +4,415+58.9% | Added |
| Glenview Trust Co | 12,029 | $101.5K | 0.00% | +12,029 | New |
| Vise Technologies, Inc. | 12,048 | $101.7K | 0.00% | −6,555−35.2% | Reduced |
| Ferguson Wellman Capital Management, Inc | 12,271 | $103.6K | 0.00% | 00.0% | Unchanged |
| Sepio Capital, LP | 12,416 | $104.8K | 0.01% | +12,416 | New |
| Argos Wealth Advisors, LLC | 12,436 | $105.0K | 0.03% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 12,812 | $108.1K | 0.00% | +12,812 | New |
| Stock Yards Bank & Trust Co | 12,849 | $108.4K | 0.00% | 00.0% | Unchanged |
| M&T Bank Corp | 13,105 | $110.9K | 0.00% | +1,612+14.0% | Added |
| FourThought Financial Partners, LLC | 13,458 | $113.6K | 0.01% | 00.0% | Unchanged |
| State Street Corp | 13,085 | $113.6K | 0.00% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 13,766 | $116.2K | 0.00% | +2,525+22.5% | Added |
| Wealthcare Advisory Partners LLC | 13,930 | $117.6K | 0.00% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 14,321 | $120.9K | 0.01% | +740+5.4% | Added |
| Henry James International Management, Inc. | 14,391 | $121.5K | 0.04% | +131+0.9% | Added |
| Franklin Street Advisors Inc | 14,551 | $122.8K | 0.01% | 00.0% | Unchanged |
| Boit C F David | 14,695 | $124.0K | 0.05% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 14,709 | $124.1K | 0.00% | +3,414+30.2% | Added |
| Keybank National Association | 14,771 | $124.7K | 0.00% | +2,672+22.1% | Added |
| Stonebrook Private Inc. | 15,587 | $131.6K | 0.02% | +15,587 | New |
| Accel Wealth Management | 15,684 | $132.4K | 0.03% | +15,684 | New |
| Buckingham Strategic Partners | 15,748 | $132.9K | 0.00% | +1,301+9.0% | Added |
| First Trust Advisors LP | 15,777 | $133.2K | 0.00% | +782+5.2% | Added |
| Invesco Ltd. | 16,211 | $136.8K | 0.00% | +1,990+14.0% | Added |
| TD Waterhouse Canada Inc. | 16,274 | $139.3K | 0.00% | +14,247+702.9% | Added |
| Dorsey & Whitney Trust CO LLC | 16,599 | $140.1K | 0.01% | +1,049+6.7% | Added |
| Central Pacific Bank - Trust Division | 16,600 | $140.1K | 0.01% | −4,900−22.8% | Reduced |
| Warren Averett Asset Management, LLC | 16,628 | $140.3K | 0.00% | −262−1.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 16,791 | $141.7K | 0.00% | −853−4.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 16,902 | $142.7K | 0.00% | +16,902 | New |
| Kathmere Capital Management, LLC | 17,332 | $146.3K | 0.01% | +2,307+15.4% | Added |
| Jackson Thornton Asset Management, LLC | 17,448 | $147.3K | 0.01% | +3,089+21.5% | Added |
| Savant Capital, LLC | 17,559 | $148.2K | 0.00% | −6,232−26.2% | Reduced |
| Summit Trail Advisors, LLC | 17,609 | $148.6K | 0.00% | +1,264+7.7% | Added |
| May Hill Capital, LLC | 17,730 | $149.6K | 0.03% | +1,584+9.8% | Added |
| Principal Street Partners, LLC | 17,940 | $151.4K | 0.02% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 17,553 | $152.4K | 0.01% | +6,040+52.5% | Added |
| EP Wealth Advisors, LLC | 18,997 | $160.3K | 0.00% | +4,815+34.0% | Added |
| Ronald Blue Trust, Inc. | 19,437 | $164.0K | 0.00% | +3,224+19.9% | Added |
| Evolve Private Wealth, LLC | 19,677 | $170.9K | 0.01% | +2,728+16.1% | Added |
| AE Wealth Management LLC | 20,284 | $171.2K | 0.00% | 00.0% | Unchanged |
| Independent Advisor Alliance | 20,524 | $173.2K | 0.00% | +20,524 | New |
| XTX Topco Ltd | 20,797 | $175.5K | 0.00% | −47,319−69.5% | Reduced |
| Bayesian Capital Management, LP | 20,800 | $175.6K | 0.11% | +20,800 | New |
| Sage Rhino Capital LLC | 20,944 | $176.8K | 0.03% | +154+0.7% | Added |
| 55 North Private Wealth, LLC | 20,980 | $177.1K | 0.03% | +20,980 | New |
| Truist Financial Corp | 21,313 | $179.9K | 0.00% | +876+4.3% | Added |
| Gotham Asset Management, LLC | 21,727 | $183.4K | 0.00% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 22,678 | $191.4K | 0.05% | +11,442+101.8% | Added |
| HB Wealth Management, LLC | 22,788 | $192.3K | 0.00% | +2,876+14.4% | Added |
| Neuberger Berman Group LLC | 22,845 | $192.8K | 0.00% | +3,790+19.9% | Added |
| PDS Planning, Inc | 24,135 | $203.7K | 0.01% | +85+0.4% | Added |
| Parallel Advisors, LLC | 25,278 | $213.3K | 0.00% | +3,296+15.0% | Added |
| SRS Capital Advisors, Inc. | 25,356 | $214.0K | 0.00% | +25,207+16,917.4% | Added |
| Squarepoint Ops LLC | 25,796 | $217.7K | 0.00% | −73,758−74.1% | Reduced |
| Blueshift Asset Management, LLC | 25,942 | $218.9K | 0.05% | +25,942 | New |
| Brinker Capital Investments, LLC | 26,590 | $224.4K | 0.00% | +2,628+11.0% | Added |
| Two Sigma Securities, LLC | 26,878 | $226.8K | 0.02% | −8,632−24.3% | Reduced |
| Cetera Investment Advisers | 26,886 | $226.9K | 0.00% | +441+1.7% | Added |
| Jones Financial Companies LLLP | 27,020 | $227.0K | 0.00% | +11,871+78.4% | Added |
| Basecamp Wealth Advisors LLC | 27,082 | $228.6K | 0.04% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 27,145 | $229.1K | 0.01% | +157+0.6% | Added |
| UBS Asset Management Americas Inc | 27,905 | $235.5K | 0.00% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 27,938 | $235.8K | 0.01% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 29,265 | $247.0K | 0.00% | +49+0.2% | Added |
| Diversify Wealth Management, LLC | 27,006 | $247.4K | 0.00% | −157,663−85.4% | Reduced |
| Diversify Advisory Services, LLC | 27,006 | $247.4K | 0.00% | +27,006 | New |
| Captrust Financial Advisors | 30,861 | $260.5K | 0.00% | +5,093+19.8% | Added |
| Dynasty Wealth Management, LLC | 31,078 | $262.3K | 0.00% | +10,232+49.1% | Added |
| Advisor Group Holdings, Inc. | 31,235 | $263.6K | 0.00% | −900−2.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 31,148 | $269.6K | 0.00% | +1,863+6.4% | Added |
| Franklin Resources Inc | 32,661 | $275.7K | 0.00% | +498+1.5% | Added |
| CIBC Bancorp USA Inc. | 32,766 | $276.5K | 0.00% | −446−1.3% | Reduced |
| J.W. Cole Advisors, Inc. | 33,345 | $281.4K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 33,597 | $283.6K | 0.00% | −569−1.7% | Reduced |
| Ellevest, Inc. | 33,721 | $284.6K | 0.03% | +535+1.6% | Added |
| Smartleaf Asset Management LLC | 34,224 | $286.5K | 0.01% | 00.0% | Unchanged |
| Millennium Management LLC | 35,764 | $301.8K | 0.00% | −155,297−81.3% | Reduced |
| Ar Asset Management Inc | 36,691 | $310.0K | 0.06% | 00.0% | Unchanged |
| DRW Securities, LLC | 37,709 | $318.3K | 0.02% | −745,024−95.2% | Reduced |
| Rockefeller Capital Management L.P. | 37,784 | $318.9K | 0.00% | +4,555+13.7% | Added |
| Bank of Montreal | 37,963 | $320.4K | 0.00% | −463,177−92.4% | Reduced |
| Kingdom Financial Group LLC. | 38,040 | $321.1K | 0.08% | +208+0.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 37,222 | $327.6K | 0.00% | +7,377+24.7% | Added |
| Advisors Asset Management, Inc. | 39,665 | $334.8K | 0.01% | +14,946+60.5% | Added |