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 |
|---|---|---|---|---|---|
| Ballentine Partners, LLC | 54,067 | $456.3K | 0.01% | +249+0.5% | Added |
| Jain Global LLC | 53,242 | $449.4K | 0.01% | +53,242 | New |
| QRG Capital Management, Inc. | 51,507 | $434.7K | 0.00% | +9,763+23.4% | Added |
| Schonfeld Strategic Advisors LLC | 50,542 | $426.6K | 0.00% | −247,342−83.0% | Reduced |
| Brevan Howard Capital Management LP | 46,665 | $393.9K | 0.01% | +46,665 | New |
| TCG Advisory Services, LLC | 45,886 | $387.3K | 0.01% | +10,812+30.8% | Added |
| Cambiar Investors LLC | 45,615 | $385.0K | 0.02% | −17,985−28.3% | Reduced |
| Kestra Private Wealth Services, LLC | 45,223 | $381.7K | 0.00% | −5,963−11.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 41,426 | $349.6K | 0.00% | +249+0.6% | Added |
| Jackson Square Capital, LLC | 40,482 | $341.7K | 0.05% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 39,665 | $334.8K | 0.01% | +14,946+60.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 37,222 | $327.6K | 0.00% | +7,377+24.7% | Added |
| Kingdom Financial Group LLC. | 38,040 | $321.1K | 0.08% | +208+0.5% | Added |
| Bank of Montreal | 37,963 | $320.4K | 0.00% | −463,177−92.4% | Reduced |
| Rockefeller Capital Management L.P. | 37,784 | $318.9K | 0.00% | +4,555+13.7% | Added |
| DRW Securities, LLC | 37,709 | $318.3K | 0.02% | −745,024−95.2% | Reduced |
| Ar Asset Management Inc | 36,691 | $310.0K | 0.06% | 00.0% | Unchanged |
| Millennium Management LLC | 35,764 | $301.8K | 0.00% | −155,297−81.3% | Reduced |
| Smartleaf Asset Management LLC | 34,224 | $286.5K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 33,721 | $284.6K | 0.03% | +535+1.6% | Added |
| Stifel Financial Corp | 33,597 | $283.6K | 0.00% | −569−1.7% | Reduced |
| J.W. Cole Advisors, Inc. | 33,345 | $281.4K | 0.00% | 00.0% | Unchanged |
| CIBC Bancorp USA Inc. | 32,766 | $276.5K | 0.00% | −446−1.3% | Reduced |
| Franklin Resources Inc | 32,661 | $275.7K | 0.00% | +498+1.5% | Added |
| Allspring Global Investments Holdings, LLC | 31,148 | $269.6K | 0.00% | +1,863+6.4% | Added |
| Advisor Group Holdings, Inc. | 31,235 | $263.6K | 0.00% | −900−2.8% | Reduced |
| Dynasty Wealth Management, LLC | 31,078 | $262.3K | 0.00% | +10,232+49.1% | Added |
| Captrust Financial Advisors | 30,861 | $260.5K | 0.00% | +5,093+19.8% | 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 |
| United Capital Financial Advisers, LLC | 29,265 | $247.0K | 0.00% | +49+0.2% | Added |
| NFP Retirement, Inc. | 27,938 | $235.8K | 0.01% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 27,905 | $235.5K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 27,145 | $229.1K | 0.01% | +157+0.6% | Added |
| Basecamp Wealth Advisors LLC | 27,082 | $228.6K | 0.04% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 27,020 | $227.0K | 0.00% | +11,871+78.4% | Added |
| Cetera Investment Advisers | 26,886 | $226.9K | 0.00% | +441+1.7% | Added |
| Two Sigma Securities, LLC | 26,878 | $226.8K | 0.02% | −8,632−24.3% | Reduced |
| Brinker Capital Investments, LLC | 26,590 | $224.4K | 0.00% | +2,628+11.0% | Added |
| Blueshift Asset Management, LLC | 25,942 | $218.9K | 0.05% | +25,942 | New |
| Squarepoint Ops LLC | 25,796 | $217.7K | 0.00% | −73,758−74.1% | Reduced |
| SRS Capital Advisors, Inc. | 25,356 | $214.0K | 0.00% | +25,207+16,917.4% | Added |
| Parallel Advisors, LLC | 25,278 | $213.3K | 0.00% | +3,296+15.0% | Added |
| PDS Planning, Inc | 24,135 | $203.7K | 0.01% | +85+0.4% | Added |
| Neuberger Berman Group LLC | 22,845 | $192.8K | 0.00% | +3,790+19.9% | Added |
| HB Wealth Management, LLC | 22,788 | $192.3K | 0.00% | +2,876+14.4% | Added |
| Baron Wealth Management LLC | 22,678 | $191.4K | 0.05% | +11,442+101.8% | Added |
| Gotham Asset Management, LLC | 21,727 | $183.4K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 21,313 | $179.9K | 0.00% | +876+4.3% | Added |
| 55 North Private Wealth, LLC | 20,980 | $177.1K | 0.03% | +20,980 | New |
| Sage Rhino Capital LLC | 20,944 | $176.8K | 0.03% | +154+0.7% | Added |
| Bayesian Capital Management, LP | 20,800 | $175.6K | 0.11% | +20,800 | New |
| XTX Topco Ltd | 20,797 | $175.5K | 0.00% | −47,319−69.5% | Reduced |
| Independent Advisor Alliance | 20,524 | $173.2K | 0.00% | +20,524 | New |
| AE Wealth Management LLC | 20,284 | $171.2K | 0.00% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 19,677 | $170.9K | 0.01% | +2,728+16.1% | Added |
| Ronald Blue Trust, Inc. | 19,437 | $164.0K | 0.00% | +3,224+19.9% | Added |
| EP Wealth Advisors, LLC | 18,997 | $160.3K | 0.00% | +4,815+34.0% | Added |
| Keebeck Wealth Management, LLC | 17,553 | $152.4K | 0.01% | +6,040+52.5% | Added |
| Principal Street Partners, LLC | 17,940 | $151.4K | 0.02% | 00.0% | Unchanged |
| May Hill Capital, LLC | 17,730 | $149.6K | 0.03% | +1,584+9.8% | Added |
| Summit Trail Advisors, LLC | 17,609 | $148.6K | 0.00% | +1,264+7.7% | Added |
| Savant Capital, LLC | 17,559 | $148.2K | 0.00% | −6,232−26.2% | Reduced |
| Jackson Thornton Asset Management, LLC | 17,448 | $147.3K | 0.01% | +3,089+21.5% | Added |
| Kathmere Capital Management, LLC | 17,332 | $146.3K | 0.01% | +2,307+15.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 16,902 | $142.7K | 0.00% | +16,902 | New |
| Northwestern Mutual Wealth Management Co | 16,791 | $141.7K | 0.00% | −853−4.8% | Reduced |
| Warren Averett Asset Management, LLC | 16,628 | $140.3K | 0.00% | −262−1.6% | Reduced |
| Central Pacific Bank - Trust Division | 16,600 | $140.1K | 0.01% | −4,900−22.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 16,599 | $140.1K | 0.01% | +1,049+6.7% | Added |
| TD Waterhouse Canada Inc. | 16,274 | $139.3K | 0.00% | +14,247+702.9% | Added |
| Invesco Ltd. | 16,211 | $136.8K | 0.00% | +1,990+14.0% | Added |
| First Trust Advisors LP | 15,777 | $133.2K | 0.00% | +782+5.2% | Added |
| Buckingham Strategic Partners | 15,748 | $132.9K | 0.00% | +1,301+9.0% | Added |
| Accel Wealth Management | 15,684 | $132.4K | 0.03% | +15,684 | New |
| Stonebrook Private Inc. | 15,587 | $131.6K | 0.02% | +15,587 | New |
| Keybank National Association | 14,771 | $124.7K | 0.00% | +2,672+22.1% | Added |
| Sanctuary Advisors, LLC | 14,709 | $124.1K | 0.00% | +3,414+30.2% | Added |
| Boit C F David | 14,695 | $124.0K | 0.05% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 14,551 | $122.8K | 0.01% | 00.0% | Unchanged |
| Henry James International Management, Inc. | 14,391 | $121.5K | 0.04% | +131+0.9% | Added |
| Checchi Capital Advisers, LLC | 14,321 | $120.9K | 0.01% | +740+5.4% | Added |
| Wealthcare Advisory Partners LLC | 13,930 | $117.6K | 0.00% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 13,766 | $116.2K | 0.00% | +2,525+22.5% | Added |
| State Street Corp | 13,085 | $113.6K | 0.00% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 13,458 | $113.6K | 0.01% | 00.0% | Unchanged |
| M&T Bank Corp | 13,105 | $110.9K | 0.00% | +1,612+14.0% | Added |
| Stock Yards Bank & Trust Co | 12,849 | $108.4K | 0.00% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 12,812 | $108.1K | 0.00% | +12,812 | New |
| Argos Wealth Advisors, LLC | 12,436 | $105.0K | 0.03% | 00.0% | Unchanged |
| Sepio Capital, LP | 12,416 | $104.8K | 0.01% | +12,416 | New |
| Ferguson Wellman Capital Management, Inc | 12,271 | $103.6K | 0.00% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 12,048 | $101.7K | 0.00% | −6,555−35.2% | Reduced |
| Glenview Trust Co | 12,029 | $101.5K | 0.00% | +12,029 | New |
| GAMMA Investing LLC | 11,910 | $100.5K | 0.00% | +4,415+58.9% | Added |
| EverSource Wealth Advisors, LLC | 11,181 | $94.4K | 0.00% | −9,616−46.2% | Reduced |
| Canopy Partners, LLC | 10,924 | $92.2K | 0.03% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 10,829 | $91.4K | 0.00% | +10,829 | New |
| Allworth Financial LP | 10,826 | $91.4K | 0.00% | +103+1.0% | Added |
| GeoWealth Management, LLC | 10,572 | $89.2K | 0.00% | −2,830−21.1% | Reduced |