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。
2024 年第 3 季 13F 持有人
Aegon Ltd. 在 2024/9/30 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
- 237
- 較 2024 年第 2 季 +6 家
- 持有股數
- 1.76 億
- 較 2024 年第 2 季 +725.7 萬 (+4.3%)
- 總市值
- $11.3 億
- 較 2024 年第 2 季 +$9,452 萬 (+9.1%)
- 新進機構
- 24
- 另有 79 家加碼
- 清倉機構
- 18
- 另有 75 家減碼
另有 4 家機構在 2024 年第 2 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Contravisory Investment Management, Inc. | 33,803 | $21.6 萬 | 0.05% | +33,803 | 新進 |
| Truist Financial Corp | 33,094 | $21.1 萬 | 0.00% | +15,369+86.7% | 加碼 |
| United Capital Financial Advisers, LLC | 32,845 | $21.0 萬 | 0.00% | −1,065−3.1% | 減碼 |
| Yousif Capital Management, LLC | 32,375 | $20.7 萬 | 0.00% | 00.0% | 不變 |
| Stock Yards Bank & Trust Co | 31,624 | $20.2 萬 | 0.01% | −14,835−31.9% | 減碼 |
| RBF Capital, LLC | 30,000 | $19.2 萬 | 0.01% | 00.0% | 不變 |
| Claro Advisors LLC | 29,732 | $19.0 萬 | 0.02% | +479+1.6% | 加碼 |
| Atria Wealth Solutions, Inc. | 29,437 | $18.8 萬 | 0.00% | 00.0% | 不變 |
| Eqis Capital Management, Inc. | 29,125 | $18.6 萬 | 0.01% | +351+1.2% | 加碼 |
| NFP Retirement, Inc. | 27,938 | $17.9 萬 | 0.01% | 00.0% | 不變 |
| Diversify Advisory Services, LLC | 26,070 | $16.9 萬 | 0.01% | +26,070 | 新進 |
| CIBC Private Wealth Group, LLC | 25,752 | $16.5 萬 | 0.00% | +17,588+215.4% | 加碼 |
| Engineers Gate Manager LP | 25,668 | $16.4 萬 | 0.00% | −4,041−13.6% | 減碼 |
| Personal Cfo Solutions, LLC | 25,228 | $16.1 萬 | 0.02% | +1,311+5.5% | 加碼 |
| Lake Street Advisors Group, LLC | 23,886 | $15.3 萬 | 0.01% | −23−0.1% | 減碼 |
| Prime Capital Investment Advisors, LLC | 23,325 | $14.9 萬 | 0.00% | −271−1.1% | 減碼 |
| Optas, LLC | 22,908 | $14.6 萬 | 0.03% | +11,719+104.7% | 加碼 |
| Sage Rhino Capital LLC | 22,815 | $14.6 萬 | 0.03% | −94−0.4% | 減碼 |
| Sequoia Financial Advisors, LLC | 22,746 | $14.5 萬 | 0.00% | −40.0% | 減碼 |
| Point72 Asset Management, L.P. | 22,529 | $14.4 萬 | 0.00% | −68,571−75.3% | 減碼 |
| Syon Capital LLC | 22,408 | $14.3 萬 | 0.01% | +2,445+12.2% | 加碼 |
| Beverly Hills Private Wealth, LLC | 22,152 | $14.2 萬 | 0.03% | −6,307−22.2% | 減碼 |
| Campbell & CO Investment Adviser LLC | 21,716 | $13.9 萬 | 0.01% | +6,776+45.4% | 加碼 |
| Principal Street Partners, LLC | 22,469 | $13.8 萬 | 0.02% | 00.0% | 不變 |
| AE Wealth Management LLC | 20,284 | $13.0 萬 | 0.00% | −291−1.4% | 減碼 |
| Allspring Global Investments Holdings, LLC | 20,240 | $12.9 萬 | 0.00% | +3,863+23.6% | 加碼 |
| Wrapmanager Inc | 19,532 | $12.5 萬 | 0.03% | −6,035−23.6% | 減碼 |
| Glenmede Trust Co NA | 18,923 | $12.1 萬 | 0.00% | −1,720−8.3% | 減碼 |
| Brinker Capital Investments, LLC | 17,845 | $11.4 萬 | 0.00% | −648−3.5% | 減碼 |
| Orion Portfolio Solutions, LLC | 17,845 | $11.4 萬 | 0.00% | −648−3.5% | 減碼 |
| Sanctuary Advisors, LLC | 18,249 | $11.4 萬 | 0.00% | +18,249 | 新進 |
| Franklin Street Advisors Inc | 17,551 | $11.2 萬 | 0.01% | 00.0% | 不變 |
| Parallel Advisors, LLC | 17,258 | $11.0 萬 | 0.00% | −1,179−6.4% | 減碼 |
| Northwestern Mutual Wealth Management Co | 17,064 | $10.9 萬 | 0.00% | 00.0% | 不變 |
| BCJ Capital Management, LLC | 16,504 | $10.5 萬 | 0.01% | −3,792−18.7% | 減碼 |
| Emergent Wealth Advisors, LLC | 16,500 | $10.5 萬 | 0.08% | 00.0% | 不變 |
| Guggenheim Capital LLC | 16,355 | $10.5 萬 | 0.00% | −27−0.2% | 減碼 |
| Colony Group, LLC | 15,711 | $10.0 萬 | 0.00% | −38,547−71.0% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 15,615 | $9.98 萬 | 0.01% | +203+1.3% | 加碼 |
| Vista Wealth Management Group, LLC | 15,407 | $9.85 萬 | 0.01% | +486+3.3% | 加碼 |
| Oppenheimer & Co Inc | 15,301 | $9.78 萬 | 0.00% | 00.0% | 不變 |
| Wealth Enhancement Advisory Services, LLC | 15,205 | $9.72 萬 | 0.00% | +2,440+19.1% | 加碼 |
| Captrust Financial Advisors | 15,083 | $9.64 萬 | 0.00% | +2,795+22.7% | 加碼 |
| Ieq Capital, LLC | 14,746 | $9.42 萬 | 0.00% | +4,158+39.3% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14,596 | $9.33 萬 | 0.00% | +14,596 | 新進 |
| Boit C F David | 14,695 | $9.13 萬 | 0.05% | 00.0% | 不變 |
| Henry James International Management, Inc. | 14,143 | $9.04 萬 | 0.03% | −392−2.7% | 減碼 |
| Clarius Group, LLC | 13,672 | $8.74 萬 | 0.01% | −1,185−8.0% | 減碼 |
| Forum Financial Management, LP | 13,632 | $8.71 萬 | 0.00% | −2,387−14.9% | 減碼 |
| Checchi Capital Advisers, LLC | 13,581 | $8.68 萬 | 0.01% | 00.0% | 不變 |
| State Street Corp | 13,085 | $8.36 萬 | 0.00% | 00.0% | 不變 |
| Rothschild Investment LLC | 12,616 | $8.06 萬 | 0.01% | +955+8.2% | 加碼 |
| Squarepoint Ops LLC | 12,125 | $7.75 萬 | 0.00% | +12,125 | 新進 |
| Wolverine Trading, LLC | 11,925 | $7.62 萬 | 0.00% | +11,925 | 新進 |
| PDS Planning, Inc | 11,423 | $7.30 萬 | 0.01% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 11,214 | $7.17 萬 | 0.01% | −4,489−28.6% | 減碼 |
| Janney Montgomery Scott LLC | 11,114 | $7.10 萬 | 0.00% | −1,000−8.3% | 減碼 |
| Burns Matteson Capital Management, LLC | 10,825 | $6.92 萬 | 0.04% | −2,192−16.8% | 減碼 |
| Axxcess Wealth Management, LLC | 10,742 | $6.86 萬 | 0.00% | +14+0.1% | 加碼 |
| M&T Bank Corp | 10,640 | $6.80 萬 | 0.00% | −2,811−20.9% | 減碼 |
| Camden Capital, LLC | 10,610 | $6.78 萬 | 0.01% | −1,291−10.8% | 減碼 |
| Perigon Wealth Management, LLC | 10,537 | $6.73 萬 | 0.00% | −394−3.6% | 減碼 |
| Capital Asset Advisory Services LLC | 10,742 | $6.68 萬 | 0.00% | +14+0.1% | 加碼 |
| Canopy Partners, LLC | 10,434 | $6.67 萬 | 0.03% | 00.0% | 不變 |
| Advisory Alpha, LLC | 10,195 | $6.51 萬 | 0.00% | −910−8.2% | 減碼 |
| Cromwell Holdings LLC | 9,692 | $6.19 萬 | 0.04% | 00.0% | 不變 |
| Kovitz Investment Group Partners, LLC | 13,357 | $5.93 萬 | 0.00% | +13,357 | 新進 |
| Advisor Group Holdings, Inc. | 8,856 | $5.66 萬 | 0.00% | −455−4.9% | 減碼 |
| GeoWealth Management, LLC | 8,315 | $5.31 萬 | 0.00% | −3,060−26.9% | 減碼 |
| Allworth Financial LP | 8,182 | $5.23 萬 | 0.00% | 00.0% | 不變 |
| Bryn Mawr Trust Co | 7,517 | $4.80 萬 | 0.00% | +7,517 | 新進 |
| Tower Research Capital LLC (TRC) | 7,331 | $4.68 萬 | 0.00% | −11,010−60.0% | 減碼 |
| CWM, LLC | 6,070 | $3.90 萬 | 0.00% | +345+6.0% | 加碼 |
| EverSource Wealth Advisors, LLC | 5,876 | $3.75 萬 | 0.00% | +183+3.2% | 加碼 |
| CKW Financial Group | 5,900 | $3.70 萬 | 0.00% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 5,382 | $3.44 萬 | 0.00% | +3,963+279.3% | 加碼 |
| GAMMA Investing LLC | 5,275 | $3.37 萬 | 0.00% | +181+3.6% | 加碼 |
| Federation des caisses Desjardins du Quebec | 5,230 | $3.34 萬 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 5,164 | $3.30 萬 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 5,000 | $3.19 萬 | 0.00% | 00.0% | 不變 |
| Citigroup Inc | 4,620 | $2.95 萬 | 0.00% | +31+0.7% | 加碼 |
| Massmutual Trust Co FSB | 4,370 | $2.79 萬 | 0.00% | −228−5.0% | 減碼 |
| Bell Investment Advisors, Inc | 3,990 | $2.55 萬 | 0.00% | 00.0% | 不變 |
| Capital Performance Advisors LLP | 3,599 | $2.30 萬 | 0.01% | +3,599 | 新進 |
| Clean Yield Group | 3,576 | $2.29 萬 | 0.01% | +3,576 | 新進 |
| Proequities, Inc. | 3,321 | $2.12 萬 | 0.00% | −327−9.0% | 減碼 |
| Provenance Wealth Advisors, LLC | 2,900 | $1.85 萬 | 0.00% | 00.0% | 不變 |
| Umb Bank N A | 2,729 | $1.74 萬 | 0.00% | 00.0% | 不變 |
| Group One Trading, L.P. | 2,466 | $1.58 萬 | 0.00% | +2,385+2,944.4% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,380 | $1.53 萬 | 0.00% | 00.0% | 不變 |
| William B. Walkup & Associates, Inc. | 2,094 | $1.34 萬 | 0.01% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 1,922 | $1.23 萬 | 0.00% | +1,526+385.4% | 加碼 |
| Harbour Investments, Inc. | 1,907 | $1.22 萬 | 0.00% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 1,767 | $1.13 萬 | 0.00% | +1,767 | 新進 |
| Fifth Third Bancorp | 1,699 | $1.09 萬 | 0.00% | 00.0% | 不變 |
| Principal Securities, Inc. | 1,572 | $1.00 萬 | 0.00% | +73+4.9% | 加碼 |
| Farther Finance Advisors, LLC | 1,282 | $8,192 | 0.00% | +718+127.3% | 加碼 |
| TD Waterhouse Canada Inc. | 1,200 | $7,464 | 0.00% | 00.0% | 不變 |
| Central Trust Co | 1,144 | $7,311 | 0.00% | 00.0% | 不變 |
| Salem Investment Counselors Inc | 1,020 | $6,518 | 0.00% | 00.0% | 不變 |