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 |
|---|---|---|---|---|---|
| Mayflower Financial Advisors, LLC | 10,571 | $89.2K | 0.01% | +10,571 | New |
| Angeles Wealth Management, LLC | 10,048 | $87.1K | 0.00% | +10,048 | New |
| Cornerstone Wealth Group, LLC | 10,260 | $86.6K | 0.01% | +10,260 | New |
| Atria Investments LLC | 10,179 | $85.9K | 0.00% | −2,412−19.2% | Reduced |
| 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 |
| Cromwell Holdings LLC | 9,692 | $84.1K | 0.04% | 00.0% | Unchanged |
| Deutsche Bank AG | 9,310 | $78.6K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 7,904 | $66.7K | 0.00% | −1,234−13.5% | Reduced |
| Eastern Bank | 6,517 | $55.0K | 0.00% | +6,517 | New |
| Rothschild Investment LLC | 5,874 | $49.6K | 0.00% | +96+1.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,776 | $48.7K | 0.00% | +86+1.5% | Added |
| Independence Bank of Kentucky | 5,400 | $45.6K | 0.01% | −1,600−22.9% | Reduced |
| Bessemer Group Inc | 5,210 | $44.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 5,000 | $43.4K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4,233 | $35.7K | 0.00% | +2,934+225.9% | Added |
| Brown Brothers Harriman & Co | 3,875 | $32.7K | 0.00% | −351−8.3% | Reduced |
| Global Retirement Partners, LLC | 3,625 | $30.6K | 0.00% | +3,625 | New |
| Massmutual Trust Co FSB | 3,343 | $28.2K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 3,269 | $27.6K | 0.00% | +1,026+45.7% | Added |
| Harbour Investments, Inc. | 3,191 | $26.9K | 0.00% | −99−3.0% | Reduced |
| Ares Financial Consulting, LLC | 3,032 | $25.6K | 0.02% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 3,027 | $25.5K | 0.00% | +750+32.9% | Added |
| True Wealth Design, LLC | 2,756 | $23.3K | 0.01% | +403+17.1% | Added |
| Cary Street Partner Investment Advisory LLC | 2,656 | $22.4K | 0.00% | +680+34.4% | Added |
| Allied Private Wealth LLC | 2,532 | $22.1K | 0.01% | +2,532 | New |
| William B. Walkup & Associates, Inc. | 2,094 | $17.7K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,958 | $16.5K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,799 | $15.2K | 0.00% | +618+52.3% | Added |
| Montag A & Associates Inc | 1,739 | $15.1K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 1,750 | $14.8K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,675 | $14.1K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,610 | $13.6K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 1,575 | $13.3K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 1,471 | $12.4K | 0.00% | −31−2.1% | Reduced |
| Essential Partners LLC | 1,354 | $11.4K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 1,259 | $10.6K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,249 | $10.5K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,204 | $10.2K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,140 | $9.62K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 1,103 | $9.31K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,020 | $8.86K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 1,042 | $8.79K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 1,025 | $8.65K | 0.00% | +1,025 | New |
| Financial Consulate, Inc | 995 | $8.49K | 0.00% | +159+19.0% | Added |
| Umb Bank N A | 1,002 | $8.46K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 994 | $8.39K | 0.00% | −3−0.3% | Reduced |
| Pillar Financial Advisors, LLC | 930 | $7.85K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 883 | $7.45K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 870 | $7.34K | 0.00% | +870 | New |
| Steward Partners Investment Advisory, LLC | 752 | $6.35K | 0.00% | +317+72.9% | Added |
| RMG Wealth Management LLC | 662 | $6.22K | 0.00% | +662 | New |
| Pinney & Scofield, Inc. | 714 | $6.03K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 550 | $5.04K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 563 | $4.75K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 559 | $4.72K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 558 | $4.71K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 501 | $4.23K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 479 | $4.04K | 0.00% | −1,451,734−100.0% | Reduced |
| ORG Wealth Partners, LLC | 476 | $4.02K | 0.00% | −49−9.3% | Reduced |
| Caldwell Trust Co | 469 | $3.96K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 446 | $3.77K | 0.00% | 00.0% | Unchanged |
| Compass Financial Management LLC | 400 | $3.75K | 0.00% | +400 | New |
| GWM Advisors LLC | 411 | $3.47K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 398 | $3.36K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 319 | $3.00K | 0.00% | +38+13.5% | Added |
| JTC Employer Solutions Trusteee Ltd | 333 | $3.00K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 354 | $2.99K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 349 | $2.95K | 0.00% | +246+238.8% | Added |
| Nisa Investment Advisors, LLC | 334 | $2.90K | 0.00% | +66+24.6% | Added |
| Institute for Wealth Management, LLC. | 332 | $2.80K | 0.00% | +332 | New |
| SHP Wealth Management | 276 | $2.33K | 0.00% | +122+79.2% | Added |
| Creative Financial Designs Inc | 261 | $2.20K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 259 | $2.19K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 218 | $1.84K | 0.00% | +218 | New |
| Synergy Investment Management, LLC | 202 | $1.70K | 0.00% | +202 | New |
| Huntington National Bank | 200 | $1.69K | 0.00% | +199+19,900.0% | Added |
| Silver Grove Financial Group, Inc. | 188 | $1.59K | 0.00% | +188 | New |
| Anchor Investment Management, LLC | 184 | $1.55K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 173 | $1.48K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 152 | $1.28K | 0.00% | +26+20.6% | Added |
| JPL Wealth Management, LLC | 151 | $1.27K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 122 | $1.03K | 0.00% | +122 | New |
| Burk Holdings LLC | 109 | $920 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 106 | $895 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 105 | $886 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 102 | $861 | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 100 | $844 | 0.00% | +100 | New |
| CrossGen Wealth, LLC | 94 | $793 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 93 | $785 | 0.00% | +7+8.1% | Added |
| MidFirst Bank | 84 | $709 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 83 | $701 | 0.00% | +83 | New |
| Plante Moran Financial Advisors, LLC | 82 | $692 | 0.00% | +82 | New |
| IFG Advisory, LLC | 76 | $641 | 0.00% | +76 | New |
| AdvisorNet Financial, Inc | 72 | $608 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 59 | $498 | 0.00% | +59 | New |
| Transamerica Financial Advisors, Inc. | 47 | $404 | 0.00% | +24+104.3% | Added |
| MV Capital Management, Inc. | 44 | $372 | 0.00% | −5−10.2% | Reduced |
| Pacific Center for Financial Services | 36 | $304 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 36 | $304 | 0.00% | +22+157.1% | Added |