Aegon Ltd.-NY Reg SHRAEG
13F holders, Q2 2026 (June 30)308holders +19
44new positions
28sold out
6famous investors
$8.44avg. 13F price*
At the end of Q2 2026, 308 institutions reported holding Aegon Ltd.-NY Reg SHR (AEG) in their 13F filings, up 19 from Q1 2026. 44 opened new positions and 28 sold out. The largest holders were Dodge & Cox ($376.7M), Dimensional Fund Advisors LP ($110.0M) and Morgan Stanley ($50.0M). 6 famous investors held it, including Ray Dalio (0.0% of Bridgewater Associates's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Aegon Ltd.-NY Reg SHR
- CUSIP
- 0076CA104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $27.9M |
| Exits | 28 | $11.9M |
All 13F filers, Q1 2026 → Q2 2026: 13,394,394 shares bought and 20,477,418 shares sold, net −7,083,024 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 308 holders
| Dodge & Cox | 0.20% | Reduce -11.7% | 44,635,184 | $376.7M |
| Dimensional Fund Advisors LP | 0.02% | Add +11.0% | 13,035,922 | $110.0M |
| Morgan Stanley | 0.00% | Reduce -43.7% | 5,920,668 | $50.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +16.6% | 5,319,698 | $44.9M |
| BlackRock, Inc. | 0.00% | Reduce -2.1% | 5,184,353 | $43.8M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Reduce -14.5% | 4,816,831 | $40.7M |
| Qube Research & Technologies Ltd | 0.03% | Add +1125.5% | 2,803,232 | $23.7M |
| JPMorgan Chase & Co. | 0.00% | Add +147.7% | 2,601,423 | $21.8M |
| Quantinno Capital Management LP | 0.03% | Add +47.7% | 2,562,619 | $21.6M |
| Raymond James Financial Inc. | 0.01% | Add +0.7% | 2,467,916 | $20.8M |
| UBS Group AG | 0.00% | Reduce -12.1% | 2,409,801 | $20.3M |
| Jane Street Group, LLC | 0.01% | Reduce -30.3% | 2,301,343 | $19.4M |
| Abc Arbitrage SA | 1.43% | Reduce -25.8% | 1,563,550 | $13.2M |
| American Century Companies Inc. | 0.01% | Add +6.4% | 1,483,401 | $12.5M |
| Northern Trust Corp. | 0.00% | Reduce -3.4% | 1,453,467 | $12.3M |
| AQR Capital Management | 0.00% | Add +50.1% | 1,183,752 | $10.0M |
| Acadian Asset Management LLC | 0.01% | New | 992,340 | $8.4M |
| Voloridge Investment Management, LLC | 0.03% | Reduce -21.2% | 966,559 | $8.2M |
| Grace & White Inc. | 1.30% | Reduce -12.9% | 964,276 | $8.1M |
| Private Wealth Asset Management, LLC | 0.73% | No change | 900,000 | $7.6M |
| Capital Fund Management S.A. | 0.05% | Add +327.0% | 853,589 | $7.2M |
| Marshall Wace, LLP | 0.01% | New | 815,153 | $6.9M |
| Bank of America Corp. | 0.00% | Add +110.0% | 760,916 | $6.4M |
| Creative Planning | 0.00% | Add +30.4% | 685,666 | $5.8M |
| Oppenheimer & Co. Inc. | 0.05% | Add +8.2% | 605,608 | $5.1M |
| Two Sigma Investments, LP | 0.00% | Add +12.2% | 597,288 | $5.0M |
| O'shaughnessy Asset Management, LLC | 0.02% | Reduce -10.1% | 481,842 | $4.1M |
| HRT Financial LP | 0.01% | New | 455,527 | $3.8M |
| US Bancorp \de | 0.00% | Reduce -0.2% | 438,010 | $3.7M |
| Old Mission Capital LLC | 0.09% | Reduce -33.6% | 407,100 | $3.4M |
| FMR LLC | 0.00% | Add +1.9% | 392,369 | $3.3M |
| Optiver Holding B.V. | 0.05% | Add +23.9% | 389,897 | $3.3M |
| Cibc World Market Inc. | 0.01% | Add +6.2% | 367,806 | $3.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +13.5% | 341,835 | $2.9M |
| Tower Research Capital LLC (TRC) | 0.07% | Reduce -61.8% | 338,445 | $2.9M |
| Hennion & Walsh Asset Management, Inc. | 0.08% | Reduce -0.9% | 320,315 | $2.7M |
| Vident Advisory, LLC | 0.02% | Reduce -9.2% | 276,535 | $2.3M |
| Transmarket Holdings LP | 1.67% | Reduce -59.5% | 269,933 | $2.3M |
| Ethic Inc. | 0.03% | Reduce -3.4% | 250,678 | $2.1M |
| Mainstay Capital Management LLC | 0.15% | Add +1.2% | 240,295 | $2.0M |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.9% | 225,137 | $1.9M |
| Mariner, LLC | 0.00% | Add +4.6% | 209,646 | $1.8M |
| Vanguard Fiduciary Trust Co. | 0.00% | No change | 209,487 | $1.8M |
| Quadrant Capital Group LLC | 0.05% | Add +0.0% | 204,277 | $1.7M |
| Mercer Global Advisors Inc. | 0.00% | Add +182.8% | 203,013 | $1.7M |
| Sei Investments Co. | 0.00% | Reduce -52.7% | 195,505 | $1.7M |
| Citadel Advisors | 0.00% | New | 193,088 | $1.6M |
| Focus Partners Wealth | 0.00% | Add +24.3% | 190,472 | $1.6M |
| Laird Norton Wetherby Trust Company, LLC | 0.03% | Add +0.3% | 178,115 | $1.5M |
| Nuveen, LLC | 0.00% | New | 179,772 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Reduce -11.7% | 178,053 | $1.5M |
| Bridgewater Associates | 0.01% | Add +180.1% | 176,399 | $1.5M |
| Graham Capital Management, L.P. | 0.06% | Add +381.7% | 171,813 | $1.5M |
| Wells Fargo & Company | 0.00% | Add +3.2% | 168,564 | $1.4M |
| Ieq Capital, LLC | 0.01% | Add +24.6% | 166,132 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +136.5% | 165,108 | $1.4M |
| Crossmark Global Holdings, Inc. | 0.02% | Reduce -0.1% | 163,405 | $1.4M |
| Cerity Partners LLC | 0.00% | Reduce -2.4% | 159,920 | $1.3M |
| Greenleaf Trust | 0.01% | No change | 152,857 | $1.3M |
| Kestra Advisory Services, LLC | 0.00% | Add +55.9% | 141,781 | $1.2M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +9.4% | 137,411 | $1.2M |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +1612.1% | 133,541 | $1.1M |
| Entropy Technologies, LP | 0.04% | Reduce -9.9% | 127,979 | $1.1M |
| Signaturefd, LLC | 0.01% | Add +0.9% | 120,148 | $1.0M |
| Bank of New York Mellon Corp | 0.00% | Add +1.2% | 119,306 | $1.0M |
| Ameriprise Financial Inc. | 0.00% | Add +1.4% | 116,651 | $993K |
| Hantz Financial Services, Inc. | 0.01% | Add +63.0% | 113,593 | $959K |
| Callan Family Office, LLC | 0.02% | Add +1.2% | 99,494 | $840K |
| LPL Financial LLC | 0.00% | Add +0.5% | 93,647 | $790K |
| Aaron Wealth Advisors LLC | 0.04% | Add +4.8% | 93,003 | $785K |
| Natixis Advisors, LLC | 0.00% | Add +0.0% | 87,920 | $742K |
| Evergreen Capital Management LLC | 0.01% | Add +13.4% | 85,249 | $740K |
| Abacus Wealth Partners, LLC | 0.08% | Reduce -21.9% | 86,070 | $726K |
| Envestnet Asset Management Inc. | 0.00% | Add +0.2% | 82,600 | $697K |
| Royal Bank of Canada | 0.00% | Add +10.3% | 81,496 | $688K |
| Corient Private Wealth LP | 0.00% | Add +26.1% | 80,289 | $680K |
| Syon Capital LLC | 0.03% | Add +30.8% | 80,157 | $677K |
| Wealthstar Advisors, LLC | 0.33% | Reduce -40.5% | 79,424 | $670K |
| Caprock Group, LLC | 0.01% | Add +15.6% | 75,890 | $659K |
| Russell Investments Group, Ltd. | 0.00% | Add +16.4% | 77,188 | $651K |
| Rhumbline Advisers | 0.00% | Reduce -4.5% | 76,140 | $643K |
| SG Americas Securities, LLC | 0.00% | Add +8.1% | 75,257 | $635K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -40.3% | 72,711 | $614K |
| Pathstone Holdings, LLC | 0.00% | Reduce -2.8% | 71,016 | $600K |
| OLIO Financial Planning | 0.15% | No change | 71,009 | $599K |
| Janney Montgomery Scott LLC | 0.00% | New | 70,572 | $596K |
| Ritholtz Wealth Management | 0.01% | Add +20.2% | 67,988 | $574K |
| Quantbot Technologies LP | 0.02% | New | 65,696 | $554K |
| Engineers Gate Manager LP | 0.01% | New | 62,357 | $526K |
| XY Capital Ltd | 0.58% | New | 59,500 | $502K |
| Factory Mutual Insurance Co. | 0.00% | No change | 59,398 | $501K |
| Sivia Capital Partners, LLC | 0.06% | No change | 58,572 | $494K |
| Clearstead Advisors, LLC | 0.00% | Add +26.1% | 57,646 | $487K |
| Miller Investment Management, LP | 0.04% | No change | 57,015 | $481K |
| Venturi Wealth Management, LLC | 0.02% | Add +18.7% | 56,301 | $475K |
| Lester Murray Antman dba SimplyRich | 0.11% | No change | 56,361 | $475K |
| Fox Run Management, L.L.C. | 0.08% | New | 54,821 | $463K |
| Versant Capital Management, Inc | 0.04% | Reduce -3.5% | 54,621 | $461K |
| Choreo, LLC | 0.01% | Add +1.8% | 53,062 | $461K |
| Highland Capital Management, LLC | 0.02% | No change | 54,227 | $458K |
"% of holder's portfolio" is AEG's weight in each manager's 13F, not the share of Aegon Ltd.-NY Reg SHR the manager owns.