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 4 季 13F 持有人
Aegon Ltd. 在 2022/12/31 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
- 228
- 較 2022 年第 3 季 +20 家
- 持有股數
- 1.98 億
- 較 2022 年第 3 季 −191.7 萬 (−1.0%)
- 總市值
- $9.98 億
- 較 2022 年第 3 季 +$2.06 億 (+26.1%)
- 新進機構
- 36
- 另有 61 家加碼
- 清倉機構
- 16
- 另有 79 家減碼
另有 7 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| AlphaQ Advisors LLC | 18,129 | $9.14 萬 | 0.08% | +18,129 | 新進 |
| Contravisory Investment Management, Inc. | 19,450 | $9.80 萬 | 0.03% | −61−0.3% | 減碼 |
| Capital Asset Advisory Services LLC | 18,382 | $10.1 萬 | 0.01% | +18,382 | 新進 |
| Institute for Wealth Management, LLC. | 20,110 | $10.1 萬 | 0.02% | −3,317−14.2% | 減碼 |
| DeDora Capital, Inc. | 20,253 | $10.2 萬 | 0.05% | 00.0% | 不變 |
| Sage Rhino Capital LLC | 20,525 | $10.3 萬 | 0.03% | −396−1.9% | 減碼 |
| CAPROCK Group, Inc. | 20,643 | $10.4 萬 | 0.01% | +518+2.6% | 加碼 |
| AE Wealth Management LLC | 20,675 | $10.4 萬 | 0.00% | 00.0% | 不變 |
| Brinker Capital Investments, LLC | 20,758 | $10.5 萬 | 0.00% | −58−0.3% | 減碼 |
| Oppenheimer & Co Inc | 21,984 | $11.1 萬 | 0.00% | +438+2.0% | 加碼 |
| Janney Montgomery Scott LLC | 22,034 | $11.1 萬 | 0.00% | 00.0% | 不變 |
| Millennium Management LLC | 22,160 | $11.2 萬 | 0.00% | −30,916−58.2% | 減碼 |
| State Street Corp | 22,273 | $11.2 萬 | 0.00% | +9,178+70.1% | 加碼 |
| Principal Street Partners, LLC | 22,674 | $11.4 萬 | 0.03% | −2,983−11.6% | 減碼 |
| Beverly Hills Private Wealth, LLC | 23,296 | $11.7 萬 | 0.05% | +23,296 | 新進 |
| Glenmede Trust Co NA | 23,708 | $11.9 萬 | 0.00% | +4,502+23.4% | 加碼 |
| Lake Street Advisors Group, LLC | 24,271 | $12.2 萬 | 0.01% | +483+2.0% | 加碼 |
| Baker Ellis Asset Management LLC | 25,000 | $12.6 萬 | 0.02% | +25,000 | 新進 |
| Franklin Resources Inc | 25,781 | $13.0 萬 | 0.00% | +953+3.8% | 加碼 |
| Penserra Capital Management LLC | 25,974 | $13.0 萬 | 0.00% | +17,316+200.0% | 加碼 |
| Capital Wealth Planning, LLC | 25,974 | $13.1 萬 | 0.00% | +25,974 | 新進 |
| IFP Advisors, Inc | 15,243 | $13.4 萬 | 0.00% | −1,098−6.7% | 減碼 |
| Deutsche Bank AG | 29,001 | $14.6 萬 | 0.00% | 00.0% | 不變 |
| Quantbot Technologies LP | 29,185 | $14.7 萬 | 0.01% | +29,185 | 新進 |
| Atria Wealth Solutions, Inc. | 29,831 | $15.0 萬 | 0.00% | 00.0% | 不變 |
| RBF Capital, LLC | 30,000 | $15.1 萬 | 0.01% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 30,246 | $15.2 萬 | 0.02% | +834+2.8% | 加碼 |
| Yousif Capital Management, LLC | 32,375 | $16.3 萬 | 0.00% | 00.0% | 不變 |
| Claro Advisors LLC | 32,397 | $16.3 萬 | 0.05% | +3,509+12.1% | 加碼 |
| Wealth Architects, LLC | 32,440 | $16.3 萬 | 0.03% | −11,474−26.1% | 減碼 |
| Wrapmanager Inc | 33,760 | $17.0 萬 | 0.05% | −3,308−8.9% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 34,602 | $17.4 萬 | 0.00% | −4,177−10.8% | 減碼 |
| Stock Yards Bank & Trust Co | 35,337 | $17.8 萬 | 0.01% | 00.0% | 不變 |
| Summit Global Investments | 35,242 | $17.8 萬 | 0.02% | 00.0% | 不變 |
| Ellevest, Inc. | 35,776 | $18.0 萬 | 0.02% | +19,994+126.7% | 加碼 |
| Oppenheimer Asset Management Inc. | 35,934 | $18.1 萬 | 0.00% | −2,439−6.4% | 減碼 |
| Vanguard Group Inc | 36,455 | $18.4 萬 | 0.00% | 00.0% | 不變 |
| Ar Asset Management Inc | 36,691 | $18.5 萬 | 0.05% | 00.0% | 不變 |
| Eqis Capital Management, Inc. | 37,220 | $18.8 萬 | 0.02% | −672−1.8% | 減碼 |
| Personal Cfo Solutions, LLC | 37,989 | $19.1 萬 | 0.04% | −2,871−7.0% | 減碼 |
| Cerity Partners LLC | 38,459 | $19.4 萬 | 0.00% | +2,825+7.9% | 加碼 |
| Ballentine Partners, LLC | 39,708 | $20.0 萬 | 0.01% | +5,126+14.8% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 39,752 | $20.0 萬 | 0.01% | −714−1.8% | 減碼 |
| Shilanski & Associates, Inc. | 40,475 | $20.4 萬 | 0.09% | +40,475 | 新進 |
| Macquarie Group Ltd | 41,400 | $20.9 萬 | 0.00% | +6,885+19.9% | 加碼 |
| Comerica Bank | 39,386 | $21.3 萬 | 0.00% | 00.0% | 不變 |
| Vestmark Advisory Solutions, Inc. | 43,313 | $21.8 萬 | 0.01% | −420−1.0% | 減碼 |
| Blueshift Asset Management, LLC | 44,182 | $22.3 萬 | 0.10% | +12,875+41.1% | 加碼 |
| Franklin Street Advisors Inc | 45,710 | $23.0 萬 | 0.02% | 00.0% | 不變 |
| Wilbanks Smith & Thomas Asset Management LLC | 45,710 | $23.0 萬 | 0.01% | 00.0% | 不變 |
| Evergreen Capital Management LLC | 47,187 | $23.8 萬 | 0.01% | +5,925+14.4% | 加碼 |
| Commonwealth Equity Services, LLC | 48,039 | $24.2 萬 | 0.00% | +5,574+13.1% | 加碼 |
| Advisor Group Holdings, Inc. | 50,170 | $25.2 萬 | 0.00% | −2,312−4.4% | 減碼 |
| Veriti Management LLC | 54,875 | $27.7 萬 | 0.04% | +2,313+4.4% | 加碼 |
| Wade G W & Inc | 55,013 | $27.7 萬 | 0.01% | −7,876−12.5% | 減碼 |
| Miller Investment Management, LP | 57,015 | $28.7 萬 | 0.05% | 00.0% | 不變 |
| Qube Research & Technologies Ltd | 59,715 | $30.1 萬 | 0.00% | +59,715 | 新進 |
| Cetera Advisor Networks LLC | 60,561 | $30.5 萬 | 0.00% | +60,561 | 新進 |
| Ritholtz Wealth Management | 60,846 | $30.7 萬 | 0.02% | −3,719−5.8% | 減碼 |
| Bank of New York Mellon Corp | 61,819 | $31.2 萬 | 0.00% | +20,083+48.1% | 加碼 |
| True North Advisors, LLC | 62,500 | $31.5 萬 | 0.11% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 63,103 | $31.8 萬 | 0.00% | −2,403−3.7% | 減碼 |
| Bank of Montreal | 67,854 | $34.6 萬 | 0.00% | −606−0.9% | 減碼 |
| Highland Capital Management, LLC | 74,830 | $37.7 萬 | 0.03% | −350−0.5% | 減碼 |
| Squarepoint Ops LLC | 76,425 | $38.5 萬 | 0.00% | +45,779+149.4% | 加碼 |
| SG Americas Securities, LLC | 76,596 | $38.6 萬 | 0.01% | 00.0% | 不變 |
| JustInvest LLC | 79,503 | $40.1 萬 | 0.02% | +10,537+15.3% | 加碼 |
| Eagle Asset Management Inc | 79,846 | $40.3 萬 | 0.00% | −1,674−2.1% | 減碼 |
| HighTower Advisors, LLC | 80,718 | $40.8 萬 | 0.00% | −6,007−6.9% | 減碼 |
| Advisor Partners II, LLC | 81,051 | $40.8 萬 | 0.03% | −10,570−11.5% | 減碼 |
| Legacy Wealth Asset Management, LLC | 85,336 | $43.0 萬 | 0.16% | −36,801−30.1% | 減碼 |
| XY Capital Ltd | 86,064 | $43.4 萬 | 0.36% | +86,064 | 新進 |
| Jane Street Group, LLC | 87,517 | $44.1 萬 | 0.00% | +6,752+8.4% | 加碼 |
| Vident Investment Advisory, LLC | 88,055 | $44.4 萬 | 0.02% | +40,539+85.3% | 加碼 |
| Signaturefd, LLC | 92,624 | $46.7 萬 | 0.01% | −4,873−5.0% | 減碼 |
| TownSquare Capital, LLC | 98,268 | $49.5 萬 | 0.01% | +4,509+4.8% | 加碼 |
| Mercer Global Advisors Inc | 100,769 | $50.8 萬 | 0.00% | −10,910−9.8% | 減碼 |
| Schechter Investment Advisors, LLC | 104,284 | $52.5 萬 | 0.05% | −2,190−2.1% | 減碼 |
| HRT Financial LP | 105,805 | $53.3 萬 | 0.01% | +11,226+11.9% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 108,531 | $54.7 萬 | 0.01% | −6,259−5.5% | 減碼 |
| UBS Group AG | 111,617 | $56.3 萬 | 0.00% | +64,764+138.2% | 加碼 |
| Ameriprise Financial Inc | 112,262 | $56.6 萬 | 0.00% | −146,508−56.6% | 減碼 |
| Mariner, LLC | 112,352 | $56.6 萬 | 0.00% | +12,442+12.5% | 加碼 |
| National Bank of Canada | 120,335 | $60.5 萬 | 0.00% | −1,179−1.0% | 減碼 |
| Crossmark Global Holdings, Inc. | 121,585 | $61.3 萬 | 0.02% | −5,912−4.6% | 減碼 |
| Marathon Capital Management | 122,089 | $61.5 萬 | 0.17% | −3,936−3.1% | 減碼 |
| Russell Investments Group, Ltd. | 125,874 | $63.4 萬 | 0.00% | 00.0% | 不變 |
| Simplex Trading, LLC | 127,791 | $64.4 萬 | 0.03% | +20,309+18.9% | 加碼 |
| CI Private Wealth, LLC | 130,635 | $65.8 萬 | 0.00% | +130,635 | 新進 |
| Truist Financial Corp | 138,392 | $69.7 萬 | 0.00% | −419−0.3% | 減碼 |
| FMR LLC | 139,673 | $70.4 萬 | 0.00% | −39,533−22.1% | 減碼 |
| First Hawaiian Bank | 146,389 | $73.8 萬 | 0.03% | +431+0.3% | 加碼 |
| Hantz Financial Services, Inc. | 148,907 | $75.0 萬 | 0.02% | +1,433+1.0% | 加碼 |
| Brandes Investment Partners, LP | 154,618 | $77.9 萬 | 0.02% | −1,196,226−88.6% | 減碼 |
| Cubist Systematic Strategies, LLC | 156,869 | $79.1 萬 | 0.01% | +55,785+55.2% | 加碼 |
| LPL Financial LLC | 160,558 | $80.9 萬 | 0.00% | +2,845+1.8% | 加碼 |
| Greenleaf Trust | 170,100 | $85.7 萬 | 0.01% | +2,607+1.6% | 加碼 |
| Creative Planning | 171,363 | $86.4 萬 | 0.00% | +82,092+92.0% | 加碼 |
| Wetherby Asset Management Inc | 193,923 | $97.7 萬 | 0.06% | +30,272+18.5% | 加碼 |
| Royal Bank of Canada | 237,840 | $119.8 萬 | 0.00% | −6,228−2.6% | 減碼 |