Aegon Ltd.
AEG- 交易所
- NYSE
- 產業
- Life Insurance
- SEC CIK
- 0000769218
近 90 天，Aegon Ltd. 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 310 家機構在 13F 申報持有，市值合計 $10.3 億；沒有大師持有。
2022 年第 3 季 13F 持有人
Aegon Ltd. 在 2022/9/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 215
- 較 2022 年第 2 季 +5 家
- 持有股數
- 2.00 億
- 較 2022 年第 2 季 −80.6 萬 (−0.4%)
- 總市值
- $7.93 億
- 較 2022 年第 2 季 −$8,789 萬 (−10.0%)
- 新進機構
- 30
- 另有 77 家加碼
- 清倉機構
- 25
- 另有 64 家減碼
另有 6 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 AEG 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 310 | $10.3 億 |
| 2026 年第 1 季 | 291 | $9.40 億 |
| 2025 年第 4 季 | 300 | $12.4 億 |
| 2025 年第 3 季 | 281 | $15.0 億 |
| 2025 年第 2 季 | 267 | $14.4 億 |
| 2025 年第 1 季 | 256 | $12.6 億 |
| 2024 年第 4 季 | 254 | $10.6 億 |
| 2024 年第 3 季 | 237 | $11.3 億 |
| 2024 年第 2 季 | 235 | $10.7 億 |
| 2024 年第 1 季 | 220 | $10.6 億 |
| 2023 年第 4 季 | 215 | $10.5 億 |
| 2023 年第 3 季 | 181 | $8.81 億 |
| 2023 年第 2 季 | 206 | $9.71 億 |
| 2023 年第 1 季 | 229 | $8.43 億 |
| 2022 年第 4 季 | 228 | $9.98 億 |
| 2022 年第 3 季 | 215 | $7.93 億 |
| 2022 年第 2 季 | 216 | $8.85 億 |
| 2022 年第 1 季 | 206 | $10.7 億 |
| 2021 年第 4 季 | 195 | $8.14 億 |
| 2021 年第 3 季 | 186 | $8.09 億 |
| 2021 年第 2 季 | 189 | $6.41 億 |
| 2021 年第 1 季 | 179 | $7.67 億 |
2022 年第 3 季持有機構
每家機構持有 Aegon Ltd. 的股數、市值與佔組合比重；股數變化跟 2022 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Blueshift Asset Management, LLC | 31,307 | $12.4 萬 | 0.03% | +14,302+84.1% | 加碼 |
| Balyasny Asset Management LLC | 30,724 | $12.2 萬 | 0.00% | +19,381+170.9% | 加碼 |
| Squarepoint Ops LLC | 30,646 | $12.1 萬 | 0.00% | +30,646 | 新進 |
| RBF Capital, LLC | 30,000 | $11.9 萬 | 0.01% | +30,000 | 新進 |
| Atria Wealth Solutions, Inc. | 29,831 | $11.8 萬 | 0.00% | +120.0% | 加碼 |
| Quadrant Capital Group LLC | 29,412 | $11.6 萬 | 0.02% | +4,340+17.3% | 加碼 |
| Deutsche Bank AG | 29,001 | $11.5 萬 | 0.00% | 00.0% | 不變 |
| Principal Street Partners, LLC | 25,657 | $10.2 萬 | 0.03% | +25,657 | 新進 |
| Franklin Resources Inc | 24,828 | $9.90 萬 | 0.00% | −298−1.2% | 減碼 |
| Lake Street Advisors Group, LLC | 23,788 | $9.40 萬 | 0.01% | +772+3.4% | 加碼 |
| Institute for Wealth Management, LLC. | 23,427 | $9.30 萬 | 0.02% | −47,812−67.1% | 減碼 |
| Janney Montgomery Scott LLC | 22,034 | $8.70 萬 | 0.00% | +22,034 | 新進 |
| Boston Private Wealth LLC | 22,043 | $8.70 萬 | 0.00% | +22,043 | 新進 |
| Oppenheimer & Co Inc | 21,546 | $8.60 萬 | 0.00% | +21,546 | 新進 |
| Quantinno Capital Management LP | 21,564 | $8.50 萬 | 0.01% | +6,400+42.2% | 加碼 |
| Sage Rhino Capital LLC | 20,921 | $8.30 萬 | 0.03% | −984−4.5% | 減碼 |
| Brinker Capital Investments, LLC | 20,816 | $8.20 萬 | 0.00% | −643−3.0% | 減碼 |
| AE Wealth Management LLC | 20,675 | $8.20 萬 | 0.00% | 00.0% | 不變 |
| CAPROCK Group, Inc. | 20,125 | $8.00 萬 | 0.01% | −517−2.5% | 減碼 |
| DeDora Capital, Inc. | 20,253 | $8.00 萬 | 0.04% | 00.0% | 不變 |
| Contravisory Investment Management, Inc. | 19,511 | $7.70 萬 | 0.03% | 00.0% | 不變 |
| Glenmede Trust Co NA | 19,206 | $7.60 萬 | 0.00% | +1,251+7.0% | 加碼 |
| Henry James International Management, Inc. | 18,574 | $7.40 萬 | 0.04% | −40.0% | 減碼 |
| Nelson Capital Management, LLC | 18,211 | $7.20 萬 | 0.02% | 00.0% | 不變 |
| Private Advisor Group, LLC | 17,538 | $6.90 萬 | 0.00% | −791−4.3% | 減碼 |
| Clarius Group, LLC | 17,454 | $6.90 萬 | 0.01% | −87−0.5% | 減碼 |
| Veracity Capital LLC | 17,367 | $6.90 萬 | 0.04% | −303−1.7% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 17,449 | $6.90 萬 | 0.01% | +17,449 | 新進 |
| Guggenheim Capital LLC | 17,264 | $6.80 萬 | 0.00% | −50,533−74.5% | 減碼 |
| Burns Matteson Capital Management, LLC | 16,394 | $6.49 萬 | 0.05% | 00.0% | 不變 |
| Hennion & Walsh Asset Management, Inc. | 16,126 | $6.40 萬 | 0.00% | −9,998−38.3% | 減碼 |
| Vista Wealth Management Group, LLC | 14,922 | $6.40 萬 | 0.01% | −2,969−16.6% | 減碼 |
| Mutual Advisors, LLC | 16,207 | $6.40 萬 | 0.00% | +475+3.0% | 加碼 |
| Forum Financial Management, LP | 16,019 | $6.30 萬 | 0.00% | +284+1.8% | 加碼 |
| Ellevest, Inc. | 15,782 | $6.20 萬 | 0.01% | −14,643−48.1% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 15,634 | $6.20 萬 | 0.01% | −72−0.5% | 減碼 |
| Parallel Advisors, LLC | 15,543 | $6.20 萬 | 0.00% | +1,788+13.0% | 加碼 |
| CPWM, LLC | 15,049 | $6.00 萬 | 0.01% | −2,248−13.0% | 減碼 |
| Northwestern Mutual Wealth Management Co | 14,450 | $5.70 萬 | 0.00% | +4,104+39.7% | 加碼 |
| JPMorgan Chase & Co | 13,989 | $5.40 萬 | 0.00% | −25,030−64.1% | 減碼 |
| Bokf, NA | 13,584 | $5.40 萬 | 0.00% | −473−3.4% | 減碼 |
| Lindbrook Capital, LLC | 13,620 | $5.40 萬 | 0.01% | +1,564+13.0% | 加碼 |
| FourThought Financial, LLC | 13,458 | $5.30 萬 | 0.01% | −604−4.3% | 減碼 |
| State Street Corp | 13,095 | $5.20 萬 | 0.00% | 00.0% | 不變 |
| Sequoia Financial Advisors, LLC | 12,807 | $5.10 萬 | 0.00% | −6,050−32.1% | 減碼 |
| Baker Tilly Wealth Management, LLC | 12,488 | $4.90 萬 | 0.01% | +1,810+17.0% | 加碼 |
| Vanguard Capital Wealth Advisors | 11,951 | $4.70 萬 | 0.06% | −1,863−13.5% | 減碼 |
| Ronald Blue Trust, Inc. | 10,716 | $4.70 萬 | 0.00% | +3,536+49.2% | 加碼 |
| Buckingham Strategic Wealth, LLC | 11,741 | $4.60 萬 | 0.00% | −100−0.8% | 減碼 |
| Moreno Evelyn V | 11,691 | $4.60 萬 | 0.02% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 11,738 | $4.60 萬 | 0.00% | +11,738 | 新進 |
| We Are One Seven, LLC | 11,548 | $4.50 萬 | 0.00% | −2,058−15.1% | 減碼 |
| Verus Capital Partners, LLC | 11,250 | $4.50 萬 | 0.01% | +11,250 | 新進 |
| Raymond James Trust N.A. | 11,049 | $4.40 萬 | 0.00% | 00.0% | 不變 |
| Relative Value Partners Group, LLC | 11,000 | $4.40 萬 | 0.00% | +11,000 | 新進 |
| DGS Capital Management, LLC | 11,007 | $4.36 萬 | 0.03% | −7,270−39.8% | 減碼 |
| Captrust Financial Advisors | 10,409 | $4.10 萬 | 0.00% | +3,254+45.5% | 加碼 |
| Five Oceans Advisors | 10,107 | $4.00 萬 | 0.03% | +10,107 | 新進 |
| Fruth Investment Management | 10,000 | $3.90 萬 | 0.01% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 9,669 | $3.80 萬 | 0.00% | +371+4.0% | 加碼 |
| Penserra Capital Management LLC | 8,658 | $3.40 萬 | 0.00% | +8,658 | 新進 |
| Federation des caisses Desjardins du Quebec | 7,730 | $3.06 萬 | 0.00% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 6,706 | $2.70 萬 | 0.00% | 00.0% | 不變 |
| BNP Paribas Arbitrage, SA | 6,620 | $2.62 萬 | 0.00% | +6,620 | 新進 |
| Sandy Spring Bank | 6,000 | $2.40 萬 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 5,870 | $2.30 萬 | 0.00% | −11,148−65.5% | 減碼 |
| CKW Financial Group | 5,900 | $2.30 萬 | 0.00% | 00.0% | 不變 |
| Group One Trading, L.P. | 5,121 | $2.00 萬 | 0.00% | −181,935−97.3% | 減碼 |
| Bartlett & Co. LLC | 5,000 | $2.00 萬 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 5,000 | $1.98 萬 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co | 4,772 | $1.90 萬 | 0.00% | 00.0% | 不變 |
| Citigroup Inc | 3,773 | $1.50 萬 | 0.00% | −57−1.5% | 減碼 |
| EverSource Wealth Advisors, LLC | 3,178 | $1.20 萬 | 0.00% | −12,528−79.8% | 減碼 |
| Tower Research Capital LLC (TRC) | 2,896 | $1.10 萬 | 0.00% | +2,896 | 新進 |
| Bessemer Group Inc | 2,695 | $1.00 萬 | 0.00% | +808+42.8% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,380 | $9,000 | 0.00% | −3,205−57.4% | 減碼 |
| Glassman Wealth Services | 2,396 | $9,000 | 0.00% | −200−7.7% | 減碼 |
| Allworth Financial LP | 2,016 | $8,000 | 0.00% | −120−5.6% | 減碼 |
| Tyler-Stone Wealth Management | 1,994 | $8,000 | 0.01% | 00.0% | 不變 |
| Fifth Third Bancorp | 1,790 | $7,000 | 0.00% | +210+13.3% | 加碼 |
| Zions Bancorporation, N.A. | 1,753 | $7,000 | 0.00% | +73+4.3% | 加碼 |
| Umb Bank N A | 1,446 | $6,000 | 0.00% | −204−12.4% | 減碼 |
| Arlington Partners LLC | 1,485 | $6,000 | 0.00% | 00.0% | 不變 |
| North Star Investment Management Corp. | 970 | $4,000 | 0.00% | 00.0% | 不變 |
| Pinnacle Bancorp, Inc. | 728 | $3,000 | 0.00% | 00.0% | 不變 |
| Laurel Wealth Planning LLC | 731 | $3,000 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 766 | $3,000 | 0.00% | +287+59.9% | 加碼 |
| Central Trust Co | 750 | $3,000 | 0.00% | +750 | 新進 |
| American Portfolios Advisors | 644 | $2,541 | 0.00% | +12+1.9% | 加碼 |
| Kelly Financial Services LLC | 539 | $2,135 | 0.00% | +23+4.5% | 加碼 |
| Global Retirement Partners, LLC | 533 | $2,000 | 0.00% | −151−22.1% | 減碼 |
| CWM, LLC | 504 | $2,000 | 0.00% | +227+81.9% | 加碼 |
| Atlantic Trust, LLC | 628 | $2,000 | 0.00% | +628 | 新進 |
| Absolute Capital Management, LLC | 385 | $1,536 | 0.00% | +385 | 新進 |
| St. Johns Investment Management Company, LLC | 354 | $1,000 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 378 | $1,000 | 0.00% | 00.0% | 不變 |
| Montag A & Associates Inc | 190 | $1,000 | 0.00% | 00.0% | 不變 |
| Column Capital Advisors, LLC | 310 | $1,000 | 0.00% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 292 | $1,000 | 0.00% | −196−40.2% | 減碼 |
| Schubert & Co | 278 | $1,000 | 0.00% | +70+33.7% | 加碼 |