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。
2025 年第 2 季 13F 持有人
Aegon Ltd. 在 2025/6/30 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
- 267
- 較 2025 年第 1 季 +16 家
- 持有股數
- 1.98 億
- 較 2025 年第 1 季 +781.7 萬 (+4.1%)
- 總市值
- $14.4 億
- 較 2025 年第 1 季 +$1.81 億 (+14.4%)
- 新進機構
- 39
- 另有 105 家加碼
- 清倉機構
- 23
- 另有 64 家減碼
另有 5 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 |
2025 年第 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Oppenheimer & Co Inc | 12,967 | $9.39 萬 | 0.00% | −1,817−12.3% | 減碼 |
| Kovitz Investment Group Partners, LLC | 12,924 | $9.45 萬 | 0.00% | +127+1.0% | 加碼 |
| FourThought Financial Partners, LLC | 13,458 | $9.74 萬 | 0.01% | 00.0% | 不變 |
| State Street Corp | 13,085 | $9.76 萬 | 0.00% | 00.0% | 不變 |
| Checchi Capital Advisers, LLC | 13,581 | $9.83 萬 | 0.01% | 00.0% | 不變 |
| Clarius Group, LLC | 13,672 | $9.90 萬 | 0.01% | 00.0% | 不變 |
| BCJ Capital Management, LLC | 13,897 | $10.1 萬 | 0.01% | −216−1.5% | 減碼 |
| Henry James International Management, Inc. | 14,349 | $10.4 萬 | 0.03% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 14,548 | $10.5 萬 | 0.00% | +8,770+151.8% | 加碼 |
| Boit C F David | 14,695 | $10.6 萬 | 0.05% | 00.0% | 不變 |
| Franklin Street Advisors Inc | 15,551 | $11.3 萬 | 0.01% | 00.0% | 不變 |
| Wiley Bros.-Aintree Capital, LLC | 15,625 | $11.3 萬 | 0.00% | +15,625 | 新進 |
| Savant Capital, LLC | 15,640 | $11.3 萬 | 0.00% | −18,283−53.9% | 減碼 |
| Warren Averett Asset Management, LLC | 15,665 | $11.3 萬 | 0.00% | +4,225+36.9% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 15,798 | $11.4 萬 | 0.01% | +2,403+17.9% | 加碼 |
| Guggenheim Capital LLC | 15,921 | $11.5 萬 | 0.00% | −222−1.4% | 減碼 |
| Accel Wealth Management | 16,040 | $11.6 萬 | 0.04% | +16,040 | 新進 |
| PDS Planning, Inc | 16,550 | $12.0 萬 | 0.01% | +5,127+44.9% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 16,571 | $12.0 萬 | 0.00% | +16,571 | 新進 |
| Captrust Financial Advisors | 17,436 | $12.6 萬 | 0.00% | −1,511−8.0% | 減碼 |
| Northwestern Mutual Wealth Management Co | 17,624 | $12.8 萬 | 0.00% | +560+3.3% | 加碼 |
| Forum Financial Management, LP | 17,657 | $12.8 萬 | 0.00% | −1,532−8.0% | 減碼 |
| Parallel Advisors, LLC | 18,547 | $13.4 萬 | 0.00% | +1,069+6.1% | 加碼 |
| Burns Matteson Capital Management, LLC | 19,303 | $14.0 萬 | 0.07% | +5,287+37.7% | 加碼 |
| Ronald Blue Trust, Inc. | 19,814 | $14.3 萬 | 0.00% | +4,774+31.7% | 加碼 |
| Allspring Global Investments Holdings, LLC | 19,998 | $14.4 萬 | 0.00% | −286−1.4% | 減碼 |
| Gotham Asset Management, LLC | 20,032 | $14.5 萬 | 0.00% | +378+1.9% | 加碼 |
| Yousif Capital Management, LLC | 20,045 | $14.5 萬 | 0.00% | +1,470+7.9% | 加碼 |
| Brinker Capital Investments, LLC | 20,775 | $15.0 萬 | 0.00% | +1,007+5.1% | 加碼 |
| Stock Yards Bank & Trust Co | 20,859 | $15.1 萬 | 0.01% | −48−0.2% | 減碼 |
| Beverly Hills Private Wealth, LLC | 21,131 | $15.3 萬 | 0.03% | −1,208−5.4% | 減碼 |
| Sage Rhino Capital LLC | 21,291 | $15.4 萬 | 0.03% | −275−1.3% | 減碼 |
| Private Advisor Group, LLC | 21,368 | $15.5 萬 | 0.00% | +467+2.2% | 加碼 |
| AE Wealth Management LLC | 21,518 | $15.6 萬 | 0.00% | +1,234+6.1% | 加碼 |
| Sivia Capital Partners, LLC | 22,788 | $16.5 萬 | 0.06% | +22,788 | 新進 |
| TownSquare Capital, LLC | 22,830 | $16.5 萬 | 0.02% | −73,177−76.2% | 減碼 |
| Ieq Capital, LLC | 23,109 | $16.7 萬 | 0.00% | +7,316+46.3% | 加碼 |
| Sequoia Financial Advisors, LLC | 23,576 | $17.1 萬 | 0.00% | +1,440+6.5% | 加碼 |
| Personal Cfo Solutions, LLC | 25,740 | $18.6 萬 | 0.03% | +1,689+7.0% | 加碼 |
| Shilanski & Associates, Inc. | 25,849 | $19.3 萬 | 0.06% | −49−0.2% | 減碼 |
| Vise Technologies, Inc. | 26,656 | $19.3 萬 | 0.01% | +26,656 | 新進 |
| Aaron Wealth Advisors | 27,012 | $19.6 萬 | 0.02% | +27,012 | 新進 |
| United Capital Financial Advisers, LLC | 27,028 | $19.6 萬 | 0.00% | −2,496−8.5% | 減碼 |
| Eqis Capital Management, Inc. | 27,242 | $19.7 萬 | 0.02% | −775−2.8% | 減碼 |
| Franklin Resources Inc | 27,407 | $19.8 萬 | 0.00% | −1,020−3.6% | 減碼 |
| Smartleaf Asset Management LLC | 27,411 | $19.8 萬 | 0.02% | −5,867−17.6% | 減碼 |
| NFP Retirement, Inc. | 27,938 | $20.2 萬 | 0.01% | 00.0% | 不變 |
| Hantz Financial Services, Inc. | 28,486 | $20.6 萬 | 0.00% | +27,033+1,860.5% | 加碼 |
| Kestra Private Wealth Services, LLC | 28,500 | $20.6 萬 | 0.00% | +7,000+32.6% | 加碼 |
| Integrated Wealth Concepts LLC | 29,501 | $21.4 萬 | 0.00% | +29,501 | 新進 |
| Truist Financial Corp | 30,074 | $21.8 萬 | 0.00% | +669+2.3% | 加碼 |
| Cary Street Partners Financial LLC | 30,253 | $21.9 萬 | 0.01% | −1,093−3.5% | 減碼 |
| Fulton Bank, N.A. | 30,522 | $22.1 萬 | 0.01% | −35,372−53.7% | 減碼 |
| Syon Capital LLC | 30,701 | $22.2 萬 | 0.01% | +1,440+4.9% | 加碼 |
| J.W. Cole Advisors, Inc. | 31,557 | $22.8 萬 | 0.00% | 00.0% | 不變 |
| Central Pacific Bank - Trust Division | 34,000 | $24.6 萬 | 0.03% | −4,800−12.4% | 減碼 |
| Skopos Labs, Inc. | 34,013 | $24.6 萬 | 0.03% | +30,516+872.6% | 加碼 |
| Engineers Gate Manager LP | 34,128 | $24.7 萬 | 0.00% | +34,128 | 新進 |
| Lester Murray Antman dba SimplyRich | 36,345 | $26.3 萬 | 0.07% | +36,345 | 新進 |
| Ar Asset Management Inc | 36,691 | $26.6 萬 | 0.06% | 00.0% | 不變 |
| Contravisory Investment Management, Inc. | 37,333 | $27.0 萬 | 0.05% | +2,234+6.4% | 加碼 |
| Commonwealth Equity Services, LLC | 39,397 | $28.5 萬 | 0.00% | +874+2.3% | 加碼 |
| Versant Capital Management, Inc | 40,185 | $29.1 萬 | 0.04% | −124−0.3% | 減碼 |
| CIBC Private Wealth Group, LLC | 40,532 | $29.3 萬 | 0.00% | +15,425+61.4% | 加碼 |
| CI Private Wealth, LLC | 41,258 | $29.9 萬 | 0.00% | −838−2.0% | 減碼 |
| Legacy Capital Group California, Inc. | 42,565 | $30.8 萬 | 0.09% | +6,020+16.5% | 加碼 |
| Bank of Montreal | 44,065 | $31.9 萬 | 0.00% | +227+0.5% | 加碼 |
| Principal Street Partners, LLC | 44,938 | $32.5 萬 | 0.03% | +22,469+100.0% | 加碼 |
| Ellevest, Inc. | 45,351 | $32.8 萬 | 0.05% | −6,496−12.5% | 減碼 |
| Clearstead Advisors, LLC | 45,710 | $33.1 萬 | 0.00% | −77−0.2% | 減碼 |
| Diversify Advisory Services, LLC | 45,019 | $33.5 萬 | 0.01% | +10,535+30.6% | 加碼 |
| Callan Family Office, LLC | 47,586 | $34.5 萬 | 0.01% | +47,586 | 新進 |
| Ritholtz Wealth Management | 49,367 | $35.7 萬 | 0.01% | +39+0.1% | 加碼 |
| Atria Investments LLC | 53,206 | $38.5 萬 | 0.00% | +646+1.2% | 加碼 |
| Macquarie Group Ltd | 56,870 | $41.2 萬 | 0.00% | +56,870 | 新進 |
| Miller Investment Management, LP | 57,015 | $41.3 萬 | 0.04% | 00.0% | 不變 |
| Highland Capital Management, LLC | 57,362 | $41.5 萬 | 0.02% | −2,465−4.1% | 減碼 |
| Ballentine Partners, LLC | 58,306 | $42.2 萬 | 0.01% | −23,041−28.3% | 減碼 |
| Evergreen Capital Management LLC | 58,760 | $43.5 萬 | 0.01% | −2,554−4.2% | 減碼 |
| First Trust Advisors LP | 60,844 | $44.1 萬 | 0.00% | −22,109−26.7% | 減碼 |
| Cetera Investment Advisers | 62,634 | $45.3 萬 | 0.00% | −394−0.6% | 減碼 |
| Jackson Square Capital, LLC | 62,744 | $45.4 萬 | 0.10% | +15,340+32.4% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 62,729 | $45.7 萬 | 0.00% | +50,805+426.1% | 加碼 |
| Kestra Advisory Services, LLC | 63,767 | $46.2 萬 | 0.00% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 64,180 | $47.9 萬 | 0.01% | −10,658−14.2% | 減碼 |
| SG Americas Securities, LLC | 75,789 | $54.9 萬 | 0.00% | +3,770+5.2% | 加碼 |
| Colony Group, LLC | 80,197 | $58.1 萬 | 0.00% | +10,155+14.5% | 加碼 |
| OLIO Financial Planning | 84,149 | $60.9 萬 | 0.19% | 00.0% | 不變 |
| Natixis Advisors, L.P. | 91,124 | $66.0 萬 | 0.00% | +3,201+3.6% | 加碼 |
| Rhumbline Advisers | 92,294 | $66.8 萬 | 0.00% | +2,921+3.3% | 加碼 |
| Stifel Financial Corp | 95,356 | $69.0 萬 | 0.00% | +554+0.6% | 加碼 |
| Russell Investments Group, Ltd. | 95,376 | $69.1 萬 | 0.00% | +13,551+16.6% | 加碼 |
| Wealthstar Advisors, LLC | 96,994 | $70.2 萬 | 0.26% | +1,955+2.1% | 加碼 |
| Quantbot Technologies LP | 97,076 | $70.3 萬 | 0.02% | +96,876+48,438.0% | 加碼 |
| FORA Capital, LLC | 102,389 | $74.1 萬 | 0.08% | +39,985+64.1% | 加碼 |
| Pathstone Holdings, LLC | 102,060 | $74.1 萬 | 0.00% | +7,067+7.4% | 加碼 |
| Mercer Global Advisors Inc | 103,664 | $75.1 萬 | 0.00% | +11,359+12.3% | 加碼 |
| QRG Capital Management, Inc. | 103,800 | $75.2 萬 | 0.01% | +10,338+11.1% | 加碼 |
| Bank of New York Mellon Corp | 118,474 | $85.8 萬 | 0.00% | −9,801−7.6% | 減碼 |
| Signaturefd, LLC | 120,185 | $87.0 萬 | 0.01% | −5,767−4.6% | 減碼 |