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 |
|---|---|---|---|---|---|
| Quadrant Capital Group LLC | 30,246 | $15.2 萬 | 0.02% | +834+2.8% | 加碼 |
| RBF Capital, LLC | 30,000 | $15.1 萬 | 0.01% | 00.0% | 不變 |
| Atria Wealth Solutions, Inc. | 29,831 | $15.0 萬 | 0.00% | 00.0% | 不變 |
| Quantbot Technologies LP | 29,185 | $14.7 萬 | 0.01% | +29,185 | 新進 |
| Deutsche Bank AG | 29,001 | $14.6 萬 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 15,243 | $13.4 萬 | 0.00% | −1,098−6.7% | 減碼 |
| Capital Wealth Planning, LLC | 25,974 | $13.1 萬 | 0.00% | +25,974 | 新進 |
| Penserra Capital Management LLC | 25,974 | $13.0 萬 | 0.00% | +17,316+200.0% | 加碼 |
| Franklin Resources Inc | 25,781 | $13.0 萬 | 0.00% | +953+3.8% | 加碼 |
| Baker Ellis Asset Management LLC | 25,000 | $12.6 萬 | 0.02% | +25,000 | 新進 |
| Lake Street Advisors Group, LLC | 24,271 | $12.2 萬 | 0.01% | +483+2.0% | 加碼 |
| Glenmede Trust Co NA | 23,708 | $11.9 萬 | 0.00% | +4,502+23.4% | 加碼 |
| Beverly Hills Private Wealth, LLC | 23,296 | $11.7 萬 | 0.05% | +23,296 | 新進 |
| Principal Street Partners, LLC | 22,674 | $11.4 萬 | 0.03% | −2,983−11.6% | 減碼 |
| State Street Corp | 22,273 | $11.2 萬 | 0.00% | +9,178+70.1% | 加碼 |
| Millennium Management LLC | 22,160 | $11.2 萬 | 0.00% | −30,916−58.2% | 減碼 |
| Janney Montgomery Scott LLC | 22,034 | $11.1 萬 | 0.00% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 21,984 | $11.1 萬 | 0.00% | +438+2.0% | 加碼 |
| Brinker Capital Investments, LLC | 20,758 | $10.5 萬 | 0.00% | −58−0.3% | 減碼 |
| AE Wealth Management LLC | 20,675 | $10.4 萬 | 0.00% | 00.0% | 不變 |
| CAPROCK Group, Inc. | 20,643 | $10.4 萬 | 0.01% | +518+2.6% | 加碼 |
| Sage Rhino Capital LLC | 20,525 | $10.3 萬 | 0.03% | −396−1.9% | 減碼 |
| DeDora Capital, Inc. | 20,253 | $10.2 萬 | 0.05% | 00.0% | 不變 |
| Institute for Wealth Management, LLC. | 20,110 | $10.1 萬 | 0.02% | −3,317−14.2% | 減碼 |
| Capital Asset Advisory Services LLC | 18,382 | $10.1 萬 | 0.01% | +18,382 | 新進 |
| Contravisory Investment Management, Inc. | 19,450 | $9.80 萬 | 0.03% | −61−0.3% | 減碼 |
| AlphaQ Advisors LLC | 18,129 | $9.14 萬 | 0.08% | +18,129 | 新進 |
| Sequoia Financial Advisors, LLC | 17,666 | $8.90 萬 | 0.00% | +4,859+37.9% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 17,684 | $8.90 萬 | 0.01% | +1,558+9.7% | 加碼 |
| JPMorgan Chase & Co | 17,085 | $8.70 萬 | 0.00% | +3,096+22.1% | 加碼 |
| Guggenheim Capital LLC | 16,857 | $8.50 萬 | 0.00% | −407−2.4% | 減碼 |
| Private Advisor Group, LLC | 16,634 | $8.38 萬 | 0.00% | −904−5.2% | 減碼 |
| Cetera Investment Advisers | 16,333 | $8.22 萬 | 0.00% | −13,471−45.2% | 減碼 |
| Northwestern Mutual Wealth Management Co | 16,315 | $8.22 萬 | 0.00% | +1,865+12.9% | 加碼 |
| Mutual Advisors, LLC | 16,207 | $8.17 萬 | 0.00% | 00.0% | 不變 |
| Forum Financial Management, LP | 16,119 | $8.12 萬 | 0.00% | +100+0.6% | 加碼 |
| Clarius Group, LLC | 15,470 | $7.80 萬 | 0.01% | −1,984−11.4% | 減碼 |
| Veracity Capital LLC | 15,331 | $7.73 萬 | 0.04% | −2,036−11.7% | 減碼 |
| Prime Capital Investment Advisors, LLC | 15,325 | $7.72 萬 | 0.00% | +15,325 | 新進 |
| Burns Matteson Capital Management, LLC | 15,323 | $7.72 萬 | 0.05% | −1,071−6.5% | 減碼 |
| Vista Wealth Management Group, LLC | 14,936 | $7.53 萬 | 0.01% | +14+0.1% | 加碼 |
| EverSource Wealth Advisors, LLC | 14,505 | $7.31 萬 | 0.01% | +11,327+356.4% | 加碼 |
| Henry James International Management, Inc. | 14,474 | $7.29 萬 | 0.04% | −4,100−22.1% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 14,467 | $7.29 萬 | 0.01% | −2,982−17.1% | 減碼 |
| Baker Tilly Wealth Management, LLC | 14,381 | $7.25 萬 | 0.01% | +1,893+15.2% | 加碼 |
| Bokf, NA | 13,916 | $7.01 萬 | 0.00% | +332+2.4% | 加碼 |
| FourThought Financial Partners, LLC | 13,458 | $6.78 萬 | 0.01% | +13,458 | 新進 |
| Lindbrook Capital, LLC | 13,437 | $6.77 萬 | 0.01% | −183−1.3% | 減碼 |
| We Are One Seven, LLC | 13,192 | $6.65 萬 | 0.01% | +1,644+14.2% | 加碼 |
| Money Concepts Capital Corp | 12,694 | $6.39 萬 | 0.00% | +12,694 | 新進 |
| Ground Swell Capital, LLC | 12,632 | $6.37 萬 | 0.28% | +12,632 | 新進 |
| Parallel Advisors, LLC | 12,526 | $6.31 萬 | 0.00% | −3,017−19.4% | 減碼 |
| Moreno Evelyn V | 11,691 | $5.89 萬 | 0.01% | 00.0% | 不變 |
| Virtu Financial LLC | 11,247 | $5.70 萬 | 0.01% | −50,040−81.6% | 減碼 |
| Buckingham Strategic Wealth, LLC | 11,135 | $5.61 萬 | 0.00% | −606−5.2% | 減碼 |
| Raymond James Trust N.A. | 11,049 | $5.60 萬 | 0.00% | 00.0% | 不變 |
| Angeles Wealth Management, LLC | 11,033 | $5.56 萬 | 0.01% | +11,033 | 新進 |
| Relative Value Partners Group, LLC | 11,000 | $5.54 萬 | 0.00% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 10,976 | $5.53 萬 | 0.01% | +10,976 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 10,724 | $5.40 萬 | 0.01% | −4,910−31.4% | 減碼 |
| Pathstone Family Office, LLC | 30,376 | $5.32 萬 | 0.00% | −1,550−4.9% | 減碼 |
| Verus Capital Partners, LLC | 10,500 | $5.29 萬 | 0.01% | −750−6.7% | 減碼 |
| Alliance Wealth Advisors, LLC | 10,315 | $5.20 萬 | 0.02% | +10,315 | 新進 |
| Bayesian Capital Management, LP | 10,200 | $5.14 萬 | 0.01% | +10,200 | 新進 |
| Five Oceans Advisors | 10,129 | $5.10 萬 | 0.04% | +22+0.2% | 加碼 |
| Quantinno Capital Management LP | 10,115 | $5.10 萬 | 0.00% | −11,449−53.1% | 減碼 |
| Charles Schwab Investment Management Inc | 10,027 | $5.05 萬 | 0.00% | +10,027 | 新進 |
| Fruth Investment Management | 10,000 | $5.00 萬 | 0.01% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 7,816 | $3.90 萬 | 0.00% | +4,920+169.9% | 加碼 |
| Federation des caisses Desjardins du Quebec | 7,730 | $3.90 萬 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 9,702 | $3.80 萬 | 0.00% | −1,014−9.5% | 減碼 |
| Tradition Wealth Management, LLC | 6,706 | $3.40 萬 | 0.00% | 00.0% | 不變 |
| CKW Financial Group | 5,900 | $3.00 萬 | 0.01% | 00.0% | 不變 |
| Spire Wealth Management | 5,870 | $3.00 萬 | 0.00% | 00.0% | 不變 |
| Citigroup Inc | 5,219 | $2.63 萬 | 0.00% | +1,446+38.3% | 加碼 |
| Whittier Trust Co of Nevada Inc | 5,164 | $2.60 萬 | 0.00% | +5,164 | 新進 |
| Bartlett & Co. Wealth Management LLC | 5,000 | $2.52 萬 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. LLC | 5,000 | $2.50 萬 | 0.00% | 00.0% | 不變 |
| Proequities, Inc. | 4,896 | $2.47 萬 | 0.00% | +4,896 | 新進 |
| Sandy Spring Bank | 4,000 | $2.02 萬 | 0.00% | −2,000−33.3% | 減碼 |
| Allworth Financial LP | 3,430 | $1.73 萬 | 0.00% | +1,414+70.1% | 加碼 |
| Savant Capital, LLC | 15,468 | $1.45 萬 | 0.00% | +15,468 | 新進 |
| Glassman Wealth Services | 2,840 | $1.43 萬 | 0.00% | +444+18.5% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,380 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 2,090 | $1.05 萬 | 0.00% | +300+16.8% | 加碼 |
| Bessemer Group Inc | 1,887 | $1.00 萬 | 0.00% | −808−30.0% | 減碼 |
| Tyler-Stone Wealth Management | 1,994 | $1.00 萬 | 0.01% | 00.0% | 不變 |
| Zions Bancorporation, N.A. | 1,540 | $7,762 | 0.00% | −213−12.2% | 減碼 |
| Umb Bank N A | 1,446 | $7,000 | 0.00% | 00.0% | 不變 |
| Montag A & Associates Inc | 1,013 | $5,106 | 0.00% | +823+433.2% | 加碼 |
| CWM, LLC | 1,007 | $5,000 | 0.00% | +503+99.8% | 加碼 |
| North Star Investment Management Corp. | 970 | $4,889 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 952 | $4,798 | 0.00% | +952 | 新進 |
| Pinnacle Bancorp, Inc. | 728 | $4,000 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 766 | $3,861 | 0.00% | 00.0% | 不變 |
| Central Trust Co | 750 | $3,780 | 0.00% | 00.0% | 不變 |
| Laurel Wealth Planning LLC | 731 | $3,684 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 682 | $3,437 | 0.00% | −8,987−92.9% | 減碼 |
| Atlantic Trust, LLC | 628 | $3,000 | 0.00% | 00.0% | 不變 |
| Kelly Financial Services LLC | 539 | $2,717 | 0.00% | 00.0% | 不變 |