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 |
|---|---|---|---|---|---|
| Raymond James Financial Inc | 2,467,916 | $20.8M | 0.01% | +16,401+0.7% | Added |
| Quantinno Capital Management LP | 2,562,619 | $21.6M | 0.03% | +827,268+47.7% | Added |
| JPMorgan Chase & Co | 2,601,423 | $21.8M | 0.00% | +1,551,234+147.7% | Added |
| Qube Research & Technologies Ltd | 2,803,232 | $23.7M | 0.03% | +2,574,489+1,125.5% | Added |
| Arrowstreet Capital, Limited Partnership | 4,816,831 | $40.7M | 0.02% | −815,013−14.5% | Reduced |
| BlackRock, Inc. | 5,184,353 | $43.8M | 0.00% | −108,905−2.1% | Reduced |
| Goldman Sachs Group Inc | 5,319,698 | $44.9M | 0.00% | +757,276+16.6% | Added |
| Morgan Stanley | 5,920,668 | $50.0M | 0.00% | −4,600,122−43.7% | Reduced |
| Dimensional Fund Advisors LP | 13,035,922 | $110.0M | 0.02% | +1,294,211+11.0% | Added |
| Dodge & Cox | 44,635,184 | $376.7M | 0.20% | −5,921,325−11.7% | Reduced |
| Todd Asset Management LLC | 0 | $0 | 0.00% | −648,575−100.0% | Sold out |
| Teachers Retirement System of the State of Kentucky | 0 | $0 | 0.00% | −644,010−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −81,736−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −37,832−100.0% | Sold out |
| Impact Investors, Inc | 0 | $0 | 0.00% | −30,249−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −26,380−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −24,767−100.0% | Sold out |
| Viewpoint Investment Partners Corp | 0 | $0 | 0.00% | −30,100−100.0% | Sold out |
| Yousif Capital Management, LLC | 0 | $0 | 0.00% | −20,045−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −14,755−100.0% | Sold out |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −14,416−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −13,433−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −11,871−100.0% | Sold out |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −11,787−100.0% | Sold out |
| Wedmont Private Capital | 0 | $0 | 0.00% | −10,736−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −10,784−100.0% | Sold out |
| Stronghold Wealth Management L.L.C. | 0 | $0 | 0.00% | −10,155−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −4,082−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −1,043−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −977−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −679−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −560−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −337−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −234−100.0% | Sold out |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −221−100.0% | Sold out |
| Maseco LLP | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Skopos Labs, Inc. | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| Sofos Investments, Inc. | – | – | – | – | Not filed |