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 3 季 13F 持有人
Aegon Ltd. 在 2025/9/30 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
- 281
- 較 2025 年第 2 季 +15 家
- 持有股數
- 1.88 億
- 較 2025 年第 2 季 −1,080 萬 (−5.4%)
- 總市值
- $15.0 億
- 較 2025 年第 2 季 +$6,223 萬 (+4.3%)
- 新進機構
- 39
- 另有 104 家加碼
- 清倉機構
- 24
- 另有 74 家減碼
另有 1 家機構在 2025 年第 2 季持有、還沒有申報 2025 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 |
2025 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 2025 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Oppenheimer & Co Inc | 12,967 | $10.4 萬 | 0.00% | 00.0% | 不變 |
| Kovitz Investment Group Partners, LLC | 12,988 | $10.4 萬 | 0.00% | +64+0.5% | 加碼 |
| State Street Corp | 13,085 | $10.5 萬 | 0.00% | 00.0% | 不變 |
| TownSquare Capital, LLC | 13,192 | $10.5 萬 | 0.02% | −9,638−42.2% | 減碼 |
| BCJ Capital Management, LLC | 13,369 | $10.7 萬 | 0.01% | −528−3.8% | 減碼 |
| FourThought Financial Partners, LLC | 13,458 | $10.8 萬 | 0.01% | 00.0% | 不變 |
| Checchi Capital Advisers, LLC | 13,581 | $10.9 萬 | 0.01% | 00.0% | 不變 |
| Clarius Group, LLC | 13,672 | $10.9 萬 | 0.01% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 13,924 | $11.1 萬 | 0.01% | +13,924 | 新進 |
| Henry James International Management, Inc. | 14,260 | $11.4 萬 | 0.03% | −89−0.6% | 減碼 |
| Marshall Wace, LLP | 14,471 | $11.6 萬 | 0.00% | −1,093,480−98.7% | 減碼 |
| Boit C F David | 14,695 | $11.7 萬 | 0.05% | 00.0% | 不變 |
| Savant Capital, LLC | 15,088 | $12.1 萬 | 0.00% | −552−3.5% | 減碼 |
| Franklin Street Advisors Inc | 15,551 | $12.4 萬 | 0.01% | 00.0% | 不變 |
| Dorsey & Whitney Trust CO LLC | 15,750 | $12.6 萬 | 0.01% | −48−0.3% | 減碼 |
| Schonfeld Strategic Advisors LLC | 15,876 | $12.7 萬 | 0.00% | +15,876 | 新進 |
| Coldstream Capital Management Inc | 16,154 | $12.9 萬 | 0.00% | +16,154 | 新進 |
| PDS Planning, Inc | 16,550 | $13.2 萬 | 0.01% | 00.0% | 不變 |
| Warren Averett Asset Management, LLC | 16,788 | $13.4 萬 | 0.00% | +1,123+7.2% | 加碼 |
| EverSource Wealth Advisors, LLC | 16,980 | $13.6 萬 | 0.01% | +2,432+16.7% | 加碼 |
| HB Wealth Management, LLC | 17,199 | $13.7 萬 | 0.00% | +6,627+62.7% | 加碼 |
| Northwestern Mutual Wealth Management Co | 17,643 | $14.1 萬 | 0.00% | +19+0.1% | 加碼 |
| Forum Financial Management, LP | 17,657 | $14.1 萬 | 0.00% | 00.0% | 不變 |
| Beverly Hills Private Wealth, LLC | 17,851 | $14.3 萬 | 0.03% | −3,280−15.5% | 減碼 |
| Allspring Global Investments Holdings, LLC | 18,273 | $14.3 萬 | 0.00% | −1,725−8.6% | 減碼 |
| Ronald Blue Trust, Inc. | 18,227 | $14.6 萬 | 0.00% | −1,587−8.0% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 18,260 | $14.7 萬 | 0.00% | +2,635+16.9% | 加碼 |
| Captrust Financial Advisors | 18,785 | $15.0 萬 | 0.00% | +1,349+7.7% | 加碼 |
| Parallel Advisors, LLC | 20,041 | $16.0 萬 | 0.00% | +1,494+8.1% | 加碼 |
| Yousif Capital Management, LLC | 20,045 | $16.0 萬 | 0.00% | 00.0% | 不變 |
| Catalytic Wealth RIA, LLC | 20,116 | $16.1 萬 | 0.01% | +20,116 | 新進 |
| Jain Global LLC | 20,282 | $16.2 萬 | 0.00% | +20,282 | 新進 |
| AE Wealth Management LLC | 20,284 | $16.2 萬 | 0.00% | −1,234−5.7% | 減碼 |
| SRS Capital Advisors, Inc. | 20,542 | $16.4 萬 | 0.00% | +20,426+17,608.6% | 加碼 |
| Sage Rhino Capital LLC | 21,307 | $17.0 萬 | 0.03% | +16+0.1% | 加碼 |
| Gotham Asset Management, LLC | 21,727 | $17.4 萬 | 0.00% | +1,695+8.5% | 加碼 |
| Private Advisor Group, LLC | 22,272 | $17.8 萬 | 0.00% | +904+4.2% | 加碼 |
| Principal Street Partners, LLC | 22,469 | $18.0 萬 | 0.03% | −22,469−50.0% | 減碼 |
| Burns Matteson Capital Management, LLC | 23,957 | $19.1 萬 | 0.08% | +4,654+24.1% | 加碼 |
| Sivia Capital Partners, LLC | 24,117 | $19.3 萬 | 0.05% | +1,329+5.8% | 加碼 |
| Brinker Capital Investments, LLC | 24,200 | $19.3 萬 | 0.00% | +3,425+16.5% | 加碼 |
| First Trust Advisors LP | 24,299 | $19.4 萬 | 0.00% | −36,545−60.1% | 減碼 |
| Flow Traders U.S. LLC | 25,260 | $20.2 萬 | 0.01% | +25,260 | 新進 |
| Aaron Wealth Advisors | 25,347 | $20.3 萬 | 0.01% | −1,665−6.2% | 減碼 |
| Advisor Group Holdings, Inc. | 26,317 | $20.6 萬 | 0.00% | +14,819+128.9% | 加碼 |
| Shilanski & Associates, Inc. | 25,930 | $20.7 萬 | 0.06% | +81+0.3% | 加碼 |
| Personal Cfo Solutions, LLC | 25,992 | $20.8 萬 | 0.04% | +252+1.0% | 加碼 |
| QRG Capital Management, Inc. | 26,752 | $21.4 萬 | 0.00% | −77,048−74.2% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 26,849 | $21.5 萬 | 0.00% | +10,278+62.0% | 加碼 |
| Fulton Bank, N.A. | 27,314 | $21.8 萬 | 0.01% | −3,208−10.5% | 減碼 |
| Integrated Wealth Concepts LLC | 27,589 | $22.0 萬 | 0.00% | −1,912−6.5% | 減碼 |
| NFP Retirement, Inc. | 27,938 | $22.3 萬 | 0.01% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 28,341 | $22.4 萬 | 0.01% | +930+3.4% | 加碼 |
| United Capital Financial Advisers, LLC | 29,600 | $23.7 萬 | 0.00% | +2,572+9.5% | 加碼 |
| Cary Street Partners Financial LLC | 29,844 | $23.8 萬 | 0.01% | −409−1.4% | 減碼 |
| Sequoia Financial Advisors, LLC | 30,090 | $24.0 萬 | 0.00% | +6,514+27.6% | 加碼 |
| Skopos Labs, Inc. | 33,283 | $24.1 萬 | 0.03% | −730−2.1% | 減碼 |
| Cubist Systematic Strategies, LLC | 31,374 | $25.1 萬 | 0.00% | −779,068−96.1% | 減碼 |
| ExodusPoint Capital Management, LP | 31,761 | $25.4 萬 | 0.00% | +31,761 | 新進 |
| Central Pacific Bank - Trust Division | 32,200 | $25.7 萬 | 0.03% | −1,800−5.3% | 減碼 |
| Truist Financial Corp | 32,654 | $26.1 萬 | 0.00% | +2,580+8.6% | 加碼 |
| Franklin Resources Inc | 32,777 | $26.2 萬 | 0.00% | +5,370+19.6% | 加碼 |
| Kestra Private Wealth Services, LLC | 33,446 | $26.7 萬 | 0.00% | +4,946+17.4% | 加碼 |
| J.W. Cole Advisors, Inc. | 34,152 | $27.3 萬 | 0.01% | +2,595+8.2% | 加碼 |
| Vise Technologies, Inc. | 35,213 | $28.1 萬 | 0.01% | +8,557+32.1% | 加碼 |
| Ellevest, Inc. | 36,093 | $28.8 萬 | 0.04% | −9,258−20.4% | 減碼 |
| Ar Asset Management Inc | 36,691 | $29.3 萬 | 0.06% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 38,532 | $30.8 萬 | 0.00% | −2,000−4.9% | 減碼 |
| Contravisory Investment Management, Inc. | 39,655 | $31.7 萬 | 0.06% | +2,322+6.2% | 加碼 |
| Jackson Square Capital, LLC | 40,131 | $32.1 萬 | 0.07% | −22,613−36.0% | 減碼 |
| Blueshift Asset Management, LLC | 40,442 | $32.3 萬 | 0.10% | +40,442 | 新進 |
| Versant Capital Management, Inc | 41,715 | $33.3 萬 | 0.05% | +1,530+3.8% | 加碼 |
| Susquehanna International Group, LLP | 42,192 | $33.7 萬 | 0.00% | −80,061−65.5% | 減碼 |
| Legacy Capital Group California, Inc. | 44,667 | $35.7 萬 | 0.09% | +2,102+4.9% | 加碼 |
| Bank of Montreal | 44,952 | $35.9 萬 | 0.00% | +887+2.0% | 加碼 |
| Callan Family Office, LLC | 45,536 | $36.4 萬 | 0.01% | −2,050−4.3% | 減碼 |
| Clearstead Advisors, LLC | 45,710 | $36.5 萬 | 0.01% | 00.0% | 不變 |
| CI Private Wealth, LLC | 46,283 | $37.0 萬 | 0.00% | +5,025+12.2% | 加碼 |
| Federation des caisses Desjardins du Quebec | 46,461 | $37.1 萬 | 0.00% | −78,925−62.9% | 減碼 |
| Diversify Advisory Services, LLC | 50,185 | $38.0 萬 | 0.01% | +5,166+11.5% | 加碼 |
| Russell Investments Group, Ltd. | 49,106 | $39.2 萬 | 0.00% | −46,270−48.5% | 減碼 |
| Ieq Capital, LLC | 49,290 | $39.4 萬 | 0.00% | +26,181+113.3% | 加碼 |
| Ritholtz Wealth Management | 49,351 | $39.4 萬 | 0.01% | −160.0% | 減碼 |
| Lester Murray Antman dba SimplyRich | 49,482 | $39.5 萬 | 0.11% | +13,137+36.1% | 加碼 |
| Atria Investments LLC | 53,022 | $42.4 萬 | 0.00% | −184−0.3% | 減碼 |
| CAPROCK Group, Inc. | 56,135 | $43.7 萬 | 0.01% | +56,135 | 新進 |
| Miller Investment Management, LP | 57,015 | $45.6 萬 | 0.05% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 59,183 | $47.3 萬 | 0.00% | −4,584−7.2% | 減碼 |
| Ballentine Partners, LLC | 59,296 | $47.4 萬 | 0.01% | +990+1.7% | 加碼 |
| Highland Capital Management, LLC | 60,512 | $48.3 萬 | 0.02% | +3,150+5.5% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 62,540 | $49.0 萬 | 0.00% | −189−0.3% | 減碼 |
| Commonwealth Equity Services, LLC | 62,739 | $50.1 萬 | 0.00% | +23,342+59.2% | 加碼 |
| Bayesian Capital Management, LP | 64,000 | $51.1 萬 | 0.10% | +64,000 | 新進 |
| RSM US Wealth Management LLC | 65,096 | $52.0 萬 | 0.01% | +916+1.4% | 加碼 |
| Hantz Financial Services, Inc. | 68,599 | $54.8 萬 | 0.01% | +40,113+140.8% | 加碼 |
| Cetera Investment Advisers | 69,627 | $55.6 萬 | 0.00% | +6,993+11.2% | 加碼 |
| Syon Capital LLC | 69,805 | $55.8 萬 | 0.03% | +39,104+127.4% | 加碼 |
| Rhumbline Advisers | 70,519 | $56.3 萬 | 0.00% | −21,775−23.6% | 減碼 |
| Evergreen Capital Management LLC | 75,265 | $60.1 萬 | 0.01% | +16,505+28.1% | 加碼 |
| SG Americas Securities, LLC | 78,334 | $62.6 萬 | 0.00% | +2,545+3.4% | 加碼 |