AEGON LTD (AEG)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
299
Reporting holders
$1.0B
Reported value
0.1%
Held as options
+19
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Dodge & Cox | $376.7M | 44,635,184 | 0.20% | 11q | -11.7%-$50.0M |
| DIMENSIONAL FUND ADVISORS LP | $110.0M | 13,035,922 | 0.02% | 11q | +11.0%+$10.9M |
| MORGAN STANLEY | $50.0M | 5,920,668 | 0.00% | 11q | -43.7%-$38.8M |
| GOLDMAN SACHS GROUP INC | $44.9M | 5,319,698 | 0.00% | 11q | +16.6%+$6.4M |
| BlackRock, Inc. | $43.8M | 5,184,353 | 0.00% | 8q | -2.1%-$919.2K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $40.7M | 4,816,831 | 0.02% | 11q | -14.5%-$6.9M |
| Qube Research & Technologies Ltd | $23.7M | 2,803,232 | 0.02% | 5q | +1125.5%+$21.7M |
| JPMORGAN CHASE & CO | $21.8M | 2,601,423 | 0.00% | 11q | +147.7%+$13.0M |
| Quantinno Capital Management LP | $21.6M | 2,562,619 | 0.03% | 10q | +47.7%+$7.0M |
| RAYMOND JAMES FINANCIAL INC | $20.8M | 2,467,916 | 0.01% | 7q | +0.7%+$138.4K |
| UBS Group AG | $20.3M | 2,409,801 | 0.00% | 11q | -12.1%-$2.8M |
| JANE STREET GROUP, LLC | $19.4M | 2,301,343 | 0.00% | 11q | -30.3%-$8.5M |
| ABC ARBITRAGE SA | $13.2M | 1,563,550 | 1.42% | 4q | -25.8%-$4.6M |
| AMERICAN CENTURY COMPANIES INC | $12.5M | 1,483,401 | 0.01% | 11q | +6.4%+$748.9K |
| NORTHERN TRUST CORP | $12.3M | 1,453,467 | 0.00% | 11q | -3.4%-$428.1K |
| AQR CAPITAL MANAGEMENT LLC | $10.0M | 1,183,752 | 0.00% | 10q | +50.1%+$3.3M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $8.2M | 966,559 | 0.03% | 11q | -21.2%-$2.2M |
| GRACE & WHITE INC /NY | $8.1M | 964,276 | 1.29% | 11q | -12.9%-$1.2M |
| Private Wealth Asset Management, LLC | $7.6M | 900,000 | 0.73% | 6q | HELD |
| CAPITAL FUND MANAGEMENT S.A. | $7.2M | 853,589 | 0.03% | 5q | +327.0%+$5.5M |
| MARSHALL WACE, LLP | $6.9M | 815,153 | 0.01% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $6.4M | 760,916 | 0.00% | 11q | +110.0%+$3.4M |
| Creative Planning | $5.8M | 685,666 | 0.00% | 11q | +30.4%+$1.3M |
| OPPENHEIMER & CO INC | $5.1M | 605,608 | 0.05% | 11q | +8.2%+$388.2K |
| TWO SIGMA INVESTMENTS, LP | $5.0M | 597,288 | 0.00% | 7q | +12.1%+$546.1K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $4.1M | 481,842 | 0.02% | 11q | -10.1%-$458.7K |
| US BANCORP \DE\ | $3.7M | 438,010 | 0.00% | 11q | HELD |
| OLD MISSION CAPITAL LLC | $3.4M | 407,100 | 0.05% | 3q | -33.6%-$1.7M |
| MERCER GLOBAL ADVISORS INC /ADV | $3.4M | 406,026 | 0.00% | 11q | +465.6%+$2.8M |
| FMR LLC | $3.3M | 392,369 | 0.00% | 11q | +1.9%+$61.3K |
| Optiver Holding B.V. | $3.3M | 389,897 | 0.00% | 4q | +23.9%+$635.8K |
| CIBC WORLD MARKET INC. | $3.1M | 367,806 | 0.00% | 11q | +6.2%+$181.0K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $2.9M | 341,835 | 0.00% | 11q | +13.5%+$342.4K |
| Sixth Street Partners Management Company, L.P. | $2.9M | 341,835 | 0.00% | new | NEW |
| Tower Research Capital LLC (TRC) | $2.9M | 338,445 | 0.07% | 6q | -61.8%-$4.6M |
| Hennion & Walsh Asset Management, Inc. | $2.7M | 320,315 | 0.08% | 11q | -0.9%-$25.4K |
| Vident Advisory, LLC | $2.3M | 276,535 | 0.02% | 11q | -9.2%-$236.5K |
| Transmarket Holdings LP | $2.3M | 269,933 | 1.67% | 3q | -59.4%-$3.3M |
| Ethic Inc. | $2.1M | 250,678 | 0.03% | 11q | -3.4%-$73.4K |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | $2.0M | 240,295 | 0.15% | 4q | +1.2%+$23.2K |
| PNC Financial Services Group, Inc. | $1.9M | 225,137 | 0.00% | 11q | +1.9%+$36.1K |
| CITADEL ADVISORS LLC | $1.9M | 193,088 | 0.00% | new | NEW |
| Mariner, LLC | $1.8M | 209,646 | 0.00% | 11q | +4.6%+$78.2K |
| VANGUARD FIDUCIARY TRUST CO | $1.8M | 209,487 | 0.00% | 2q | HELD |
| QUADRANT CAPITAL GROUP LLC | $1.7M | 204,277 | 0.05% | 11q | HELD |
| SEI INVESTMENTS CO | $1.7M | 195,505 | 0.00% | 11q | -52.7%-$1.8M |
| Focus Partners Wealth | $1.6M | 190,472 | 0.00% | 10q | +24.3%+$314.3K |
| Laird Norton Wetherby Trust Company, LLC | $1.5M | 178,115 | 0.03% | 3q | HELD |
| Nuveen, LLC | $1.5M | 179,772 | 0.00% | new | NEW |
| HighTower Advisors, LLC | $1.5M | 178,053 | 0.00% | 11q | -11.7%-$199.0K |
| Bridgewater Associates, LP | $1.5M | 176,399 | 0.01% | 2q | +180.1%+$957.2K |
| Graham Capital Management, L.P. | $1.5M | 171,813 | 0.03% | 7q | +381.7%+$1.1M |
| WELLS FARGO & COMPANY/MN | $1.4M | 168,564 | 0.00% | 11q | -48.4%-$1.3M |
| IEQ CAPITAL, LLC | $1.4M | 166,132 | 0.01% | 10q | +24.6%+$276.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.4M | 165,108 | 0.00% | 11q | +136.5%+$804.3K |
| Crossmark Global Holdings, Inc. | $1.4M | 163,405 | 0.02% | 12q | HELD |
| Cerity Partners LLC | $1.3M | 159,920 | 0.00% | 11q | -2.4%-$32.9K |
| Corient Private Wealth LP | $1.3M | 156,040 | 0.00% | 11q | +145.1%+$781.5K |
| GREENLEAF TRUST | $1.3M | 152,857 | 0.01% | 11q | HELD |
| Kestra Advisory Services, LLC | $1.2M | 141,781 | 0.00% | 11q | +55.9%+$429.1K |
| Vanguard Personalized Indexing Management, LLC | $1.2M | 137,411 | 0.01% | 11q | +9.4%+$99.8K |
| RITHOLTZ WEALTH MANAGEMENT | $1.1M | 135,976 | 0.01% | 11q | +140.4%+$670.3K |
| Federation des caisses Desjardins du Quebec | $1.1M | 133,541 | 0.00% | 11q | +1612.1%+$1.1M |
| Entropy Technologies, LP | $1.1M | 127,979 | 0.04% | 3q | -9.9%-$118.3K |
| SIGNATUREFD, LLC | $1.0M | 120,148 | 0.01% | 11q | +0.9%+$9.0K |
| Bank of New York Mellon Corp | $1.0M | 119,306 | 0.00% | 11q | +1.2%+$12.0K |
| AMERIPRISE FINANCIAL INC | $992.5K | 116,651 | 0.00% | 11q | -49.3%-$964.3K |
| Callan Family Office, LLC | $839.7K | 99,494 | 0.02% | 5q | +1.2%+$9.9K |
| LPL Financial LLC | $790.4K | 93,647 | 0.00% | 11q | HELD |
| Aaron Wealth Advisors LLC | $784.9K | 93,003 | 0.04% | 5q | +4.8%+$35.9K |
| EVERGREEN CAPITAL MANAGEMENT LLC | $740.1K | 85,249 | 0.01% | 11q | +13.4%+$87.5K |
| Abacus Wealth Partners, LLC | $726.4K | 86,070 | 0.08% | 3q | -21.9%-$204.1K |
| ENVESTNET ASSET MANAGEMENT INC | $697.1K | 82,600 | 0.00% | 11q | HELD |
| ROYAL BANK OF CANADA | $688.0K | 81,496 | 0.00% | 11q | +10.3%+$64.3K |
| SYON CAPITAL LLC | $676.5K | 80,157 | 0.03% | 12q | +30.8%+$159.4K |
| Wealthstar Advisors, LLC | $670.3K | 79,424 | 0.20% | 7q | -40.5%-$456.5K |
| Caprock Group, LLC | $658.6K | 75,890 | 0.01% | 10q | +15.6%+$88.9K |
| Russell Investments Group, Ltd. | $651.5K | 77,188 | 0.00% | 10q | +16.4%+$91.6K |
| RHUMBLINE ADVISERS | $642.6K | 76,140 | 0.00% | 11q | -4.5%-$30.0K |
| Sequoia Financial Advisors, LLC | $613.7K | 72,711 | 0.00% | 11q | -40.3%-$413.5K |
| Pathstone Holdings, LLC | $600.0K | 71,016 | 0.00% | 11q | -2.8%-$17.5K |
| OLIO Financial Planning | $599.3K | 71,009 | 0.15% | 7q | HELD |
| Quantbot Technologies LP | $554.5K | 65,696 | 0.02% | new | NEW |
| Engineers Gate Manager LP | $526.3K | 62,357 | 0.01% | new | NEW |
| XY Capital Ltd | $502.2K | 59,500 | 0.48% | new | NEW |
| FACTORY MUTUAL INSURANCE CO | $501.3K | 59,398 | 0.00% | 4q | HELD |
| Sivia Capital Partners, LLC | $494.3K | 58,572 | 0.06% | 5q | HELD |
| Clearstead Advisors, LLC | $486.5K | 57,646 | 0.00% | 9q | +26.1%+$100.7K |
| Miller Investment Management, LP | $481.2K | 57,015 | 0.04% | 11q | HELD |
| Venturi Wealth Management, LLC | $475.2K | 56,301 | 0.02% | 4q | +18.7%+$74.9K |
| FOX RUN MANAGEMENT, L.L.C. | $462.7K | 54,821 | 0.08% | new | NEW |
| Versant Capital Management, Inc | $461.0K | 54,621 | 0.04% | 7q | -3.6%-$17.0K |
| CHOREO, LLC | $460.7K | 53,062 | 0.01% | 10q | +1.8%+$8.3K |
| HIGHLAND CAPITAL MANAGEMENT, LLC | $457.7K | 54,227 | 0.02% | 9q | HELD |
| Ballentine Partners, LLC | $456.3K | 54,067 | 0.01% | 11q | HELD |
| Jain Global LLC | $449.4K | 53,242 | 0.00% | new | NEW |
| QRG CAPITAL MANAGEMENT, INC. | $434.7K | 51,507 | 0.00% | 11q | +23.4%+$82.4K |
| Schonfeld Strategic Advisors LLC | $426.6K | 50,542 | 0.00% | 4q | -83.0%-$2.1M |
| Brevan Howard Capital Management LP | $393.9K | 46,665 | 0.00% | new | NEW |
| HUB Investment Partners, LLC | $387.3K | 45,886 | 0.01% | 3q | +30.8%+$91.3K |
Showing the largest 100 of 310 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 299 | $1.0B | 121,166,794 | 46 | 106 | 57 | 0.1% |
| Q1 2026 | 280 | $935.8M | 128,805,636 | 33 | 99 | 74 | 0.1% |
| Q4 2025 | 289 | $1.2B | 159,108,845 | 40 | 104 | 71 | 0.2% |
| Q3 2025 | 265 | $1.5B | 185,650,868 | 37 | 90 | 65 | 0.2% |
| Q2 2025 | 251 | $1.4B | 192,605,926 | 33 | 98 | 57 | 0.2% |
| Q1 2025 | 240 | $1.2B | 188,128,722 | 24 | 73 | 64 | 0.1% |
| Q4 2024 | 235 | $1.1B | 178,664,050 | 24 | 58 | 75 | 0.2% |
| Q3 2024 | 216 | $1.1B | 172,769,799 | 18 | 69 | 63 | 0.0% |
| Q2 2024 | 216 | $997.7M | 162,698,312 | 33 | 78 | 41 | 0.0% |
| Q1 2024 | 200 | $1.1B | 185,340,238 | 32 | 54 | 49 | 0.0% |
| Q4 2023 | 188 | $1.1B | 185,310,027 | 173 | 5 | 3 | 0.0% |
| Q3 2023 | 16 | $2.0M | 414,045 | 13 | 0 | 0 | 0.0% |
| Q2 2023 | 2 | $3.7K | 731 | 0 | 0 | 1 | 0.0% |
| Q1 2023 | 3 | $70.2K | 16,320 | 1 | 1 | 0 | 0.0% |
| Q4 2022 | 2 | $78.2K | 15,507 | 0 | 0 | 1 | 0.0% |
| Q3 2022 | 2 | $65.6K | 16,578 | 0 | 0 | 0 | 0.0% |
| Q2 2022 | 2 | $72.6K | 16,578 | 0 | 1 | 0 | 0.0% |
| Q1 2022 | 2 | $85.7K | 16,207 | 1 | 0 | 0 | 0.0% |
| Q4 2021 | 1 | $909 | 184 | 0 | 0 | 1 | 0.0% |
| Q3 2021 | 1 | $2.0K | 388 | 0 | 1 | 0 | 0.0% |
| Q2 2021 | 1 | $760 | 184 | 0 | 0 | 0 | 0.0% |
| Q1 2021 | 1 | $870 | 184 | 0 | 0 | 0 | 0.0% |
| Q4 2020 | 1 | $727 | 184 | 0 | 0 | 0 | 0.0% |
| Q3 2020 | 1 | $471 | 184 | 0 | 0 | 0 | 0.0% |
| Q2 2020 | 1 | $541 | 184 | 0 | 0 | 0 | 0.0% |
| Q1 2020 | 1 | $458 | 184 | 0 | 0 | 0 | 0.0% |
| Q4 2019 | 1 | $834 | 184 | 0 | 0 | 0 | 0.0% |
| Q3 2019 | 1 | $760 | 184 | 0 | 0 | 0 | 0.0% |
| Q2 2019 | 1 | $911 | 184 | 0 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $881 | 184 | 0 | 0 | 0 | 0.0% |
| Q4 2018 | 1 | $856 | 184 | 0 | 0 | 0 | 0.0% |