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。
2023 年第 3 季 13F 持有人
Aegon Ltd. 在 2023/9/30 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
- 181
- 較 2023 年第 2 季 −25 家
- 持有股數
- 1.84 億
- 較 2023 年第 2 季 −808.4 萬 (−4.2%)
- 總市值
- $8.81 億
- 較 2023 年第 2 季 −$8,929 萬 (−9.2%)
- 新進機構
- 14
- 另有 64 家加碼
- 清倉機構
- 39
- 另有 46 家減碼
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 |
2023 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 2023 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| GWM Advisors LLC | 6 | $29 | 0.00% | 00.0% | 不變 |
| Lee Financial Co | 8 | $39 | 0.00% | 00.0% | 不變 |
| New England Capital Financial Advisors LLC | 11 | $53 | 0.00% | 00.0% | 不變 |
| Pacific Center for Financial Services | 36 | $173 | 0.00% | 00.0% | 不變 |
| Bourgeon Capital Management LLC | 52 | $250 | 0.00% | +52 | 新進 |
| AdvisorNet Financial, Inc | 72 | $346 | 0.00% | 00.0% | 不變 |
| Citadel Advisors LLC | 84 | $403 | 0.00% | −902,588−100.0% | 減碼 |
| Whittier Trust Co | 117 | $560 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 171 | $804 | 0.00% | −689−80.1% | 減碼 |
| Gradient Investments LLC | 172 | $826 | 0.00% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 184 | $883 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 252 | $1,210 | 0.00% | +251+25,100.0% | 加碼 |
| Glass Jacobson Investment Advisors llc | 290 | $1,392 | 0.00% | 00.0% | 不變 |
| Column Capital Advisors, LLC | 310 | $1,488 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 317 | $1,522 | 0.00% | 00.0% | 不變 |
| JJJ Advisors Inc. | 332 | $1,594 | 0.00% | 00.0% | 不變 |
| St. Johns Investment Management Company, LLC | 354 | $1,699 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 378 | $1,814 | 0.00% | 00.0% | 不變 |
| JTC Employer Solutions Trusteee Ltd | 333 | $2,000 | 0.00% | 00.0% | 不變 |
| GW&K Investment Management, LLC | 418 | $2,000 | 0.00% | +165+65.2% | 加碼 |
| BNP Paribas Arbitrage, SA | 479 | $2,299 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 518 | $2,487 | 0.00% | 00.0% | 不變 |
| WR Wealth Planners, LLC | 547 | $2,626 | 0.00% | 00.0% | 不變 |
| Kelly Financial Services LLC | 566 | $2,715 | 0.00% | +27+5.0% | 加碼 |
| Russell Investments Group, Ltd. | 619 | $2,971 | 0.00% | −27,429−97.8% | 減碼 |
| Atlantic Trust, LLC | 628 | $3,015 | 0.00% | 00.0% | 不變 |
| Pinnacle Bancorp, Inc. | 728 | $3,494 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 743 | $3,565 | 0.00% | +20+2.8% | 加碼 |
| Bell Investment Advisors, Inc | 766 | $3,677 | 0.00% | −149−16.3% | 減碼 |
| EverSource Wealth Advisors, LLC | 868 | $4,166 | 0.00% | 00.0% | 不變 |
| National Bank of Canada | 934 | $4,422 | 0.00% | −123,952−99.3% | 減碼 |
| Private Ocean, LLC | 964 | $4,627 | 0.00% | 00.0% | 不變 |
| North Star Investment Management Corp. | 970 | $4,656 | 0.00% | 00.0% | 不變 |
| Montag A & Associates Inc | 1,013 | $4,863 | 0.00% | 00.0% | 不變 |
| Central Trust Co | 1,144 | $5,492 | 0.00% | 00.0% | 不變 |
| Group One Trading, L.P. | 1,322 | $6,346 | 0.00% | +406+44.3% | 加碼 |
| Fifth Third Bancorp | 1,699 | $8,155 | 0.00% | −960−36.1% | 減碼 |
| Zions Bancorporation, N.A. | 1,707 | $8,194 | 0.00% | +254+17.5% | 加碼 |
| Ronald Blue Trust, Inc. | 1,773 | $9,000 | 0.00% | 00.0% | 不變 |
| Tyler-Stone Wealth Management | 1,994 | $1.00 萬 | 0.01% | 00.0% | 不變 |
| CWM, LLC | 2,461 | $1.20 萬 | 0.00% | +829+50.8% | 加碼 |
| Tower Research Capital LLC (TRC) | 2,745 | $1.32 萬 | 0.00% | −7,553−73.3% | 減碼 |
| Umb Bank N A | 3,078 | $1.48 萬 | 0.00% | 00.0% | 不變 |
| Citigroup Inc | 4,765 | $2.29 萬 | 0.00% | −287−5.7% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 5,000 | $2.40 萬 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. LLC | 5,000 | $2.40 萬 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 5,164 | $2.47 萬 | 0.00% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 5,230 | $2.51 萬 | 0.00% | −2,500−32.3% | 減碼 |
| CKW Financial Group | 5,900 | $2.80 萬 | 0.00% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 6,706 | $3.20 萬 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 8,201 | $3.94 萬 | 0.00% | +4,851+144.8% | 加碼 |
| Spire Wealth Management | 8,718 | $4.18 萬 | 0.00% | −230−2.6% | 減碼 |
| Northwestern Mutual Wealth Management Co | 9,745 | $4.68 萬 | 0.00% | −249−2.5% | 減碼 |
| Five Oceans Advisors | 10,143 | $4.87 萬 | 0.03% | 00.0% | 不變 |
| Quantinno Capital Management LP | 10,581 | $5.10 萬 | 0.00% | +207+2.0% | 加碼 |
| Relative Value Partners Group, LLC | 11,000 | $5.28 萬 | 0.00% | 00.0% | 不變 |
| Raymond James Trust N.A. | 11,049 | $5.30 萬 | 0.00% | 00.0% | 不變 |
| Simplex Trading, LLC | 11,484 | $5.50 萬 | 0.00% | +8,371+268.9% | 加碼 |
| Moreno Evelyn V | 11,691 | $5.61 萬 | 0.01% | 00.0% | 不變 |
| PDS Planning, Inc | 11,732 | $5.63 萬 | 0.01% | +787+7.2% | 加碼 |
| Buckingham Strategic Wealth, LLC | 11,829 | $5.68 萬 | 0.00% | +20.0% | 加碼 |
| Onyx Bridge Wealth Group LLC | 11,935 | $5.73 萬 | 0.01% | 00.0% | 不變 |
| Wealth Enhancement Advisory Services, LLC | 11,941 | $5.73 萬 | 0.00% | +11,941 | 新進 |
| Axxcess Wealth Management, LLC | 12,160 | $5.84 萬 | 0.00% | +12,160 | 新進 |
| Capital Asset Advisory Services LLC | 12,125 | $5.95 萬 | 0.00% | +1,529+14.4% | 加碼 |
| Marathon Capital Management | 13,326 | $6.40 萬 | 0.02% | −90,763−87.2% | 減碼 |
| State Street Corp | 13,395 | $6.43 萬 | 0.00% | 00.0% | 不變 |
| FourThought Financial Partners, LLC | 13,458 | $6.46 萬 | 0.01% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 13,484 | $6.47 萬 | 0.00% | −8,500−38.7% | 減碼 |
| Henry James International Management, Inc. | 14,165 | $6.80 萬 | 0.03% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 14,520 | $6.97 萬 | 0.01% | +49+0.3% | 加碼 |
| Capricorn Fund Managers Ltd | 14,600 | $7.01 萬 | 0.02% | 00.0% | 不變 |
| Vista Wealth Management Group, LLC | 15,049 | $7.22 萬 | 0.01% | +85+0.6% | 加碼 |
| Parallel Advisors, LLC | 15,077 | $7.24 萬 | 0.00% | +1,040+7.4% | 加碼 |
| Ground Swell Capital, LLC | 15,252 | $7.32 萬 | 0.12% | +15,252 | 新進 |
| Prime Capital Investment Advisors, LLC | 15,325 | $7.36 萬 | 0.00% | 00.0% | 不變 |
| Dorsey & Whitney Trust CO LLC | 15,417 | $7.40 萬 | 0.01% | −3,605−19.0% | 減碼 |
| UBS Group AG | 15,923 | $7.64 萬 | 0.00% | −5,346−25.1% | 減碼 |
| Forum Financial Management, LP | 16,019 | $7.69 萬 | 0.00% | 00.0% | 不變 |
| TownSquare Capital, LLC | 16,135 | $7.74 萬 | 0.00% | +861+5.6% | 加碼 |
| Sequoia Financial Advisors, LLC | 16,544 | $7.94 萬 | 0.00% | −3,235−16.4% | 減碼 |
| Strategic Financial Concepts, LLC | 17,008 | $8.16 萬 | 0.03% | +17,008 | 新進 |
| Franklin Street Advisors Inc | 17,551 | $8.40 萬 | 0.01% | 00.0% | 不變 |
| Glenview Trust Co | 17,828 | $8.56 萬 | 0.00% | +6,267+54.2% | 加碼 |
| Syon Capital LLC | 18,370 | $8.82 萬 | 0.01% | +18,370 | 新進 |
| Clarius Group, LLC | 19,400 | $9.31 萬 | 0.01% | +19,400 | 新進 |
| Deutsche Bank AG | 19,691 | $9.45 萬 | 0.00% | −9,310−32.1% | 減碼 |
| Glenmede Trust Co NA | 20,079 | $9.64 萬 | 0.00% | −7,492−27.2% | 減碼 |
| Brinker Capital Investments, LLC | 20,107 | $9.65 萬 | 0.00% | −3,742−15.7% | 減碼 |
| Orion Portfolio Solutions, LLC | 20,107 | $9.65 萬 | 0.00% | −3,742−15.7% | 減碼 |
| AE Wealth Management LLC | 20,737 | $9.95 萬 | 0.00% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 22,170 | $10.6 萬 | 0.00% | 00.0% | 不變 |
| Sage Rhino Capital LLC | 22,359 | $10.7 萬 | 0.03% | +292+1.3% | 加碼 |
| NBC Securities, Inc. | 22,853 | $10.9 萬 | 0.01% | +22,853 | 新進 |
| HSBC Holdings PLC | 24,000 | $11.5 萬 | 0.00% | 00.0% | 不變 |
| JPMorgan Chase & Co | 24,372 | $11.7 萬 | 0.00% | +925+3.9% | 加碼 |
| Lake Street Advisors Group, LLC | 24,616 | $11.8 萬 | 0.01% | −878−3.4% | 減碼 |
| Captrust Financial Advisors | 25,129 | $12.1 萬 | 0.00% | +10,842+75.9% | 加碼 |
| CAPROCK Group, Inc. | 25,775 | $12.4 萬 | 0.01% | +3,045+13.4% | 加碼 |
| BFSG, LLC | 29,051 | $13.9 萬 | 0.02% | +29,051 | 新進 |