Who Holds Aegon Ltd. (AEG)? 307 Institutional Holders, Q2 2026
Managers with more than $100 million in US equities report their holdings on Form 13F within 45 days of each quarter end. Quarter ended 30 Jun 2026: 307 holders, $1.0 billion in total.
Largest holders
The 100 largest by value. Change in shares against Q1 2026.
| Manager | Shares | Value | Change | |
|---|---|---|---|---|
| Dodge & Cox | 44,635,184 | $377 million | -12% | 13F |
| DIMENSIONAL FUND ADVISORS LP | 13,035,922 | $110 million | +11% | 13F |
| MORGAN STANLEY | 5,920,668 | $50 million | -44% | 13F |
| GOLDMAN SACHS GROUP INC | 5,319,698 | $45 million | +17% | 13F |
| BlackRock, Inc. | 5,184,353 | $44 million | -2% | 13F |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 4,816,831 | $41 million | -14% | 13F |
| Qube Research & Technologies Ltd | 2,803,232 | $24 million | +1125% | 13F |
| JPMORGAN CHASE & CO | 2,601,423 | $22 million | +148% | 13F |
| Quantinno Capital Management LP | 2,562,619 | $22 million | +48% | 13F |
| RAYMOND JAMES FINANCIAL INC | 2,467,916 | $21 million | +1% | 13F |
| UBS Group AG | 2,409,801 | $20 million | -12% | 13F |
| JANE STREET GROUP, LLC | 2,301,343 | $19 million | -30% | 13F |
| ABC ARBITRAGE SA | 1,563,550 | $13 million | -26% | 13F |
| AMERICAN CENTURY COMPANIES INC | 1,483,401 | $13 million | +6% | 13F |
| NORTHERN TRUST CORP | 1,453,467 | $12 million | -3% | 13F |
| AQR CAPITAL MANAGEMENT LLC | 1,183,752 | $10 million | +50% | 13F |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 966,559 | $8 million | -21% | 13F |
| GRACE & WHITE INC /NY | 964,276 | $8 million | -13% | 13F |
| Private Wealth Asset Management, LLC | 900,000 | $8 million | +0% | 13F |
| CAPITAL FUND MANAGEMENT S.A. | 853,589 | $7 million | +327% | 13F |
| MARSHALL WACE, LLP | 815,153 | $7 million | New | 13F |
| BANK OF AMERICA CORP /DE/ | 760,916 | $6 million | +110% | 13F |
| Creative Planning | 685,666 | $6 million | +30% | 13F |
| OPPENHEIMER & CO INC | 605,608 | $5 million | +8% | 13F |
| TWO SIGMA INVESTMENTS, LP | 597,288 | $5 million | +12% | 13F |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 481,842 | $4 million | -10% | 13F |
| US BANCORP \DE\ | 438,010 | $4 million | 0% | 13F |
| OLD MISSION CAPITAL LLC | 407,100 | $3 million | -34% | 13F |
| FMR LLC | 392,369 | $3 million | +2% | 13F |
| Optiver Holding B.V. | 389,897 | $3 million | +24% | 13F |
| CIBC WORLD MARKET INC. | 367,806 | $3 million | +6% | 13F |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 341,835 | $3 million | +13% | 13F |
| Tower Research Capital LLC (TRC) | 338,445 | $3 million | -62% | 13F |
| Hennion & Walsh Asset Management, Inc. | 320,315 | $3 million | -1% | 13F |
| Vident Advisory, LLC | 276,535 | $2 million | -9% | 13F |
| Transmarket Holdings LP | 269,933 | $2 million | -59% | 13F |
| Ethic Inc. | 250,678 | $2 million | -3% | 13F |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 240,295 | $2 million | +1% | 13F |
| PNC Financial Services Group, Inc. | 225,137 | $2 million | +2% | 13F |
| Mariner, LLC | 209,646 | $2 million | +5% | 13F |
| VANGUARD FIDUCIARY TRUST CO | 209,487 | $2 million | +0% | 13F |
| QUADRANT CAPITAL GROUP LLC | 204,277 | $2 million | +0% | 13F |
| MERCER GLOBAL ADVISORS INC /ADV | 203,013 | $2 million | +183% | 13F |
| SEI INVESTMENTS CO | 195,505 | $2 million | -53% | 13F |
| CITADEL ADVISORS LLC | 193,088 | $2 million | New | 13F |
| Focus Partners Wealth | 190,472 | $2 million | +24% | 13F |
| Laird Norton Wetherby Trust Company, LLC | 178,115 | $2 million | +0% | 13F |
| Nuveen, LLC | 179,772 | $2 million | New | 13F |
| HighTower Advisors, LLC | 178,053 | $2 million | -12% | 13F |
| Bridgewater Associates, LP | 176,399 | $1 million | +180% | 13F |
| Graham Capital Management, L.P. | 171,813 | $1 million | +382% | 13F |
| WELLS FARGO & COMPANY/MN | 168,564 | $1 million | +3% | 13F |
| IEQ CAPITAL, LLC | 166,132 | $1 million | +25% | 13F |
| COMMONWEALTH EQUITY SERVICES, LLC | 165,108 | $1 million | +136% | 13F |
| Crossmark Global Holdings, Inc. | 163,405 | $1 million | 0% | 13F |
| Cerity Partners LLC | 159,920 | $1 million | -2% | 13F |
| GREENLEAF TRUST | 152,857 | $1 million | +0% | 13F |
| Kestra Advisory Services, LLC | 141,781 | $1 million | +56% | 13F |
| Vanguard Personalized Indexing Management, LLC | 137,411 | $1 million | +9% | 13F |
| Federation des caisses Desjardins du Quebec | 133,541 | $1 million | +1612% | 13F |
| Entropy Technologies, LP | 127,979 | $1 million | -10% | 13F |
| SIGNATUREFD, LLC | 120,148 | $1 million | +1% | 13F |
| Bank of New York Mellon Corp | 119,306 | $1 million | +1% | 13F |
| AMERIPRISE FINANCIAL INC | 116,651 | $992,544 | +1% | 13F |
| Callan Family Office, LLC | 99,494 | $839,728 | +1% | 13F |
| LPL Financial LLC | 93,647 | $790,384 | +0% | 13F |
| Aaron Wealth Advisors LLC | 93,003 | $784,945 | +5% | 13F |
| EVERGREEN CAPITAL MANAGEMENT LLC | 85,249 | $740,142 | +13% | 13F |
| Abacus Wealth Partners, LLC | 86,070 | $726,433 | -22% | 13F |
| ENVESTNET ASSET MANAGEMENT INC | 82,600 | $697,146 | +0% | 13F |
| ROYAL BANK OF CANADA | 81,496 | $688,000 | +10% | 13F |
| Corient Private Wealth LP | 80,289 | $679,678 | +26% | 13F |
| SYON CAPITAL LLC | 80,157 | $676,525 | +31% | 13F |
| Wealthstar Advisors, LLC | 79,424 | $670,336 | -41% | 13F |
| Caprock Group, LLC | 75,890 | $658,599 | +16% | 13F |
| Russell Investments Group, Ltd. | 77,188 | $651,465 | +16% | 13F |
| RHUMBLINE ADVISERS | 76,140 | $642,610 | -4% | 13F |
| Sequoia Financial Advisors, LLC | 72,711 | $613,681 | -40% | 13F |
| Pathstone Holdings, LLC | 71,016 | $600,031 | -3% | 13F |
| OLIO Financial Planning | 71,009 | $599,316 | +0% | 13F |
| RITHOLTZ WEALTH MANAGEMENT | 67,988 | $573,822 | +20% | 13F |
| Quantbot Technologies LP | 65,696 | $554,474 | New | 13F |
| Engineers Gate Manager LP | 62,357 | $526,293 | New | 13F |
| XY Capital Ltd | 59,500 | $502,180 | New | 13F |
| FACTORY MUTUAL INSURANCE CO | 59,398 | $501,319 | +0% | 13F |
| Sivia Capital Partners, LLC | 58,572 | $494,348 | +0% | 13F |
| Clearstead Advisors, LLC | 57,646 | $486,532 | +26% | 13F |
| Miller Investment Management, LP | 57,015 | $481,207 | +0% | 13F |
| Venturi Wealth Management, LLC | 56,301 | $475,181 | +19% | 13F |
| FOX RUN MANAGEMENT, L.L.C. | 54,821 | $462,689 | New | 13F |
| Versant Capital Management, Inc | 54,621 | $461,001 | -4% | 13F |
| CHOREO, LLC | 53,062 | $460,673 | +2% | 13F |
| HIGHLAND CAPITAL MANAGEMENT, LLC | 54,227 | $457,676 | +0% | 13F |
| Ballentine Partners, LLC | 54,067 | $456,326 | +0% | 13F |
| Jain Global LLC | 53,242 | $449,362 | New | 13F |
| QRG CAPITAL MANAGEMENT, INC. | 51,507 | $434,722 | +23% | 13F |
| Schonfeld Strategic Advisors LLC | 50,542 | $426,573 | -83% | 13F |
| Brevan Howard Capital Management LP | 46,665 | $393,853 | New | 13F |
| HUB Investment Partners, LLC | 45,886 | $387,278 | +31% | 13F |
| CAMBIAR INVESTORS LLC | 45,615 | $384,991 | -28% | 13F |
Questions and answers
- How many institutions hold Aegon Ltd.?
- 307 managers reported Aegon Ltd. on Form 13F for the quarter ended 30 June 2026, against 289 the quarter before.
- Who is the largest institutional holder of Aegon Ltd.?
- Dodge & Cox, with 44,635,184 shares worth $377 million on its 13F for Q2 2026.
- How many institutions bought or sold out of Aegon Ltd. in Q2 2026?
- 50 managers reported a new position and 32 reported none after holding it the quarter before.
Source: SEC EDGAR, Form 13F (public domain). Counts and values as filed. Cite this page: Tamarly Intelligence, "Who holds Aegon Ltd., Q2 2026", https://app.tamarly.ai/holders/aegon, built from SEC EDGAR.
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