Aegon Ltd.-NY Reg SHRAEG
13F holders, Q2 2024 (June 30)235holders +16
34new positions
19sold out
4famous investors
$6.13avg. 13F price*
At the end of Q2 2024, 235 institutions reported holding Aegon Ltd.-NY Reg SHR (AEG) in their 13F filings, up 16 from Q1 2024. 34 opened new positions and 19 sold out. The largest holders were Dodge & Cox ($724.2M), Arrowstreet Capital, Limited Partnership ($51.3M) and Morgan Stanley ($40.7M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Israel Englander (0.0% of Millennium Management'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 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $17.5M |
| Exits | 19 | $14.4M |
All 13F filers, Q1 2024 → Q2 2024: 13,809,425 shares bought and 14,726,179 shares sold, net −916,754 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 235 holders
| Dodge & Cox | 0.44% | Reduce -5.7% | 118,143,251 | $724.2M |
| Arrowstreet Capital, Limited Partnership | 0.05% | Add +3983.1% | 8,367,194 | $51.3M |
| Morgan Stanley | 0.00% | Add +2.6% | 6,646,671 | $40.7M |
| BlackRock Inc. | 0.00% | Add +3.0% | 5,319,990 | $32.6M |
| Dimensional Fund Advisors LP | 0.01% | Add +8.7% | 4,920,536 | $30.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -16.7% | 3,999,019 | $24.5M |
| Wellington Management Group LLP | 0.00% | Reduce -19.4% | 3,704,452 | $22.7M |
| Raymond James & Associates | 0.01% | Reduce -12.6% | 2,380,863 | $14.6M |
| Optiver Holding B.V. | 0.19% | Reduce -59.5% | 1,606,959 | $9.9M |
| Grace & White Inc. | 1.79% | Reduce -5.0% | 1,534,005 | $9.4M |
| Summit Global Investments | 0.46% | No change | 1,039,545 | $6.4M |
| American Century Companies Inc. | 0.00% | Add +5.3% | 814,739 | $5.0M |
| Northern Trust Corp. | 0.00% | Reduce -2.6% | 747,003 | $4.6M |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.1% | 599,593 | $3.7M |
| Sei Investments Co. | 0.01% | Add +15.7% | 578,652 | $3.5M |
| Teachers Retirement System of the State of Kentucky | 0.03% | New | 558,400 | $3.4M |
| Todd Asset Management LLC | 0.07% | New | 558,400 | $3.4M |
| Cibc World Market Inc. | 0.01% | Reduce -3.2% | 495,623 | $3.0M |
| Bank of America Corp. | 0.00% | Add +52.0% | 453,886 | $2.8M |
| Stifel Financial Corp. | 0.00% | Add +20.2% | 409,031 | $2.5M |
| Ethic Inc. | 0.06% | Add +14.1% | 397,866 | $2.4M |
| US Bancorp \de | 0.00% | Add +0.7% | 380,373 | $2.3M |
| Creative Planning | 0.00% | Add +22.7% | 375,263 | $2.3M |
| Dorsey Wright & Associates | 0.58% | New | 363,453 | $2.2M |
| Citadel Advisors | 0.00% | Add +98.4% | 339,257 | $2.1M |
| Employees Retirement System of Texas | 0.02% | New | 322,957 | $2.0M |
| Old Mission Capital LLC | 0.04% | Reduce -44.0% | 253,691 | $1.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +45.4% | 242,174 | $1.5M |
| Wells Fargo & Company | 0.00% | Reduce -20.8% | 230,774 | $1.4M |
| Millennium Management | 0.00% | Add +83.5% | 225,724 | $1.4M |
| Vident Advisory, LLC | 0.04% | Add +37.9% | 215,386 | $1.3M |
| Jane Street Group, LLC | 0.00% | Add +69.2% | 209,801 | $1.3M |
| Quantinno Capital Management LP | 0.02% | Add +1327.1% | 204,850 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Reduce -4.4% | 204,084 | $1.3M |
| Laird Norton Wetherby Wealth Management, LLC | 0.06% | Reduce -0.6% | 197,758 | $1.2M |
| Vanguard Group Inc. | 0.00% | Add +0.3% | 171,853 | $1.1M |
| Voloridge Investment Management, LLC | 0.00% | Add +9.7% | 169,768 | $1.0M |
| Greenleaf Trust | 0.01% | No change | 154,308 | $946K |
| Mariner, LLC | 0.00% | Add +5.1% | 154,000 | $944K |
| First Hawaiian Bank | 0.03% | Reduce -3.5% | 148,200 | $908K |
| JPMorgan Chase & Co. | 0.00% | Add +669.9% | 148,075 | $908K |
| Balyasny Asset Management L.P. | 0.00% | New | 147,525 | $904K |
| FMR LLC | 0.00% | Add +2.8% | 145,681 | $893K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +2.2% | 140,990 | $864K |
| Signaturefd, LLC | 0.02% | Add +5.9% | 134,175 | $822K |
| National Bank of Canada | 0.00% | Add +0.7% | 130,061 | $810K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +1.0% | 122,077 | $749K |
| Bank of New York Mellon Corp | 0.00% | Add +9.7% | 121,083 | $742K |
| Kestra Advisory Services, LLC | 0.00% | Add +78.0% | 120,258 | $737K |
| Hennion & Walsh Asset Management, Inc. | 0.04% | Add +110.7% | 115,378 | $707K |
| Charles Schwab Investment Management Inc. | 0.00% | Add +46.4% | 111,856 | $686K |
| Quantbot Technologies LP | 0.03% | Add +70.3% | 107,084 | $656K |
| Choreo, LLC | 0.01% | Add +876.6% | 104,363 | $653K |
| ExodusPoint Capital Management, LP | 0.01% | New | 106,028 | $650K |
| Pathstone Holdings, LLC | 0.00% | Reduce -13.0% | 103,137 | $632K |
| Qtron Investments LLC | 0.09% | New | 100,090 | $614K |
| Natixis Advisors, LLC | 0.00% | Reduce -0.8% | 100,016 | $613K |
| Cerity Partners LLC | 0.00% | Reduce -22.7% | 99,850 | $612K |
| Rhumbline Advisers | 0.00% | Add +4.5% | 98,494 | $604K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +7.2% | 98,456 | $604K |
| First Trust Direct Indexing L.P. | 0.03% | Reduce -0.1% | 91,375 | $560K |
| Point72 Asset Management | 0.00% | New | 91,100 | $558K |
| AdvisorShares Investments LLC | 0.09% | New | 86,300 | $540K |
| Townsquare Capital LLC | 0.01% | Add +352.1% | 86,935 | $533K |
| Royal Bank of Canada | 0.00% | Reduce -7.2% | 82,525 | $506K |
| Diversify Wealth Management, LLC | 0.06% | — | 85,664 | $501K |
| QRG Capital Management, Inc. | 0.01% | Reduce -1.1% | 80,547 | $494K |
| LPL Financial LLC | 0.00% | Reduce -3.8% | 77,253 | $474K |
| SG Americas Securities, LLC | 0.00% | Reduce -0.1% | 76,596 | $470K |
| Cresset Asset Management, LLC | 0.00% | Add +130.3% | 75,597 | $466K |
| Russell Investments Group, Ltd. | 0.00% | Add +2114.4% | 71,836 | $440K |
| Atria Investments, Inc | 0.01% | New | 71,108 | $436K |
| Ameriprise Financial Inc. | 0.00% | Add +6.3% | 70,313 | $434K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.9% | 70,082 | $430K |
| Ellevest, Inc. | 0.03% | Add +16.8% | 68,426 | $419K |
| Fulton Bank, N.A. | 0.02% | Add +110.3% | 67,451 | $413K |
| Cubist Systematic Strategies, LLC | 0.01% | Add +17.1% | 66,583 | $408K |
| Highland Capital Management, LLC | 0.02% | New | 65,998 | $405K |
| Ballentine Partners, LLC | 0.01% | Add +20.4% | 65,286 | $400K |
| Cetera Investment Advisers | 0.00% | Add +259.4% | 64,441 | $395K |
| Corient Private Wealth LP | 0.00% | Reduce -4.3% | 58,629 | $359K |
| Miller Investment Management, LP | 0.04% | No change | 57,015 | $350K |
| Focus Partners Wealth | 0.00% | Add +23.5% | 54,258 | $343K |
| Caprock Group, LLC | 0.01% | Add +114.4% | 51,012 | $316K |
| Evergreen Capital Management LLC | 0.01% | Add +20.7% | 49,517 | $312K |
| Ritholtz Wealth Management | 0.01% | Reduce -2.2% | 50,663 | $311K |
| Quadrant Capital Group LLC | 0.02% | Add +11.3% | 50,211 | $308K |
| Comerica Bank | 0.00% | Add +2.4% | 49,936 | $306K |
| Bank of Montreal | 0.00% | Add +3.8% | 47,952 | $302K |
| Stock Yards Bank & Trust Co. | 0.01% | Reduce -7.4% | 46,459 | $285K |
| Clearstead Advisors, LLC | 0.00% | New | 45,710 | $280K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.7% | 42,952 | $263K |
| Susquehanna International Group, LLP | 0.00% | Reduce -28.0% | 39,833 | $244K |
| Central Pacific Bank - Trust Division | 0.03% | Reduce -4.2% | 38,800 | $238K |
| Ar Asset Management Inc. | 0.05% | No change | 36,691 | $225K |
| Franklin Resources Inc. | 0.00% | Reduce -0.9% | 36,496 | $224K |
| Savant Capital, LLC | 0.00% | New | 34,622 | $212K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Add +0.3% | 34,492 | $211K |
| United Capital Financial Advisors, LLC | 0.00% | Add +11.4% | 33,910 | $208K |
| AQR Capital Management | 0.00% | Add +122.4% | 32,573 | $200K |
| Yousif Capital Management, LLC | 0.00% | No change | 32,375 | $198K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -0.3% | 29,437 | $186K |
| RBF Capital, LLC | 0.01% | No change | 30,000 | $184K |
| Engineers Gate Manager LP | 0.00% | Add +29.9% | 29,709 | $182K |
| Claro Advisors Inc. | 0.03% | New | 29,253 | $179K |
| Freedom Investment Management, Inc. | 0.01% | Add +19.1% | 28,774 | $176K |
| Beverly Hills Private Wealth, LLC | 0.04% | New | 28,459 | $174K |
| Wealthspire Retirement, LLC | 0.01% | New | 27,938 | $171K |
| Wrapmanager Inc. | 0.04% | New | 25,567 | $157K |
| Lake Street Advisors Group, LLC | 0.01% | Reduce -5.0% | 23,909 | $149K |
| Blue Trust, Inc. | 0.00% | Add +513.6% | 24,434 | $148K |
| Personal Cfo Solutions, LLC | 0.02% | New | 23,917 | $147K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -1.8% | 23,596 | $145K |
| Sage Rhino Capital LLC | 0.03% | Add +0.1% | 22,909 | $140K |
| New York State Common Retirement Fund | 0.00% | New | 22,845 | $140K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +4.5% | 22,750 | $140K |
| Calydon Capital | 0.02% | No change | 22,469 | $138K |
| Marshall Wace, LLP | 0.00% | New | 21,001 | $129K |
| Glenmede Trust Co. NA | 0.00% | Reduce -16.8% | 20,643 | $127K |
| AE Wealth Management LLC | 0.00% | Add +1.4% | 20,575 | $126K |
| Trek Financial, LLC | 0.01% | Reduce -22.4% | 20,296 | $124K |
| Syon Capital LLC | 0.01% | Add +0.3% | 19,963 | $122K |
| Deutsche Bank AG | 0.00% | No change | 19,691 | $121K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +0.7% | 18,493 | $113K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +0.7% | 18,493 | $113K |
| Parallel Advisors, LLC | 0.00% | Reduce -1.8% | 18,437 | $113K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +21.9% | 18,341 | $112K |
| Truist Financial Corp. | 0.00% | Reduce -59.6% | 17,725 | $109K |
| Franklin Street Advisors Inc. | 0.01% | No change | 17,551 | $108K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.0% | 17,064 | $105K |
| Emergent Wealth Advisors, LLC | 0.08% | No change | 16,500 | $101K |
| Guggenheim Capital LLC | 0.00% | Reduce -5.2% | 16,382 | $100K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +17509.7% | 16,377 | $100K |
| Schechter Investment Advisors, LLC | 0.01% | No change | 16,228 | $99K |
| Forum Financial Management, LP | 0.00% | No change | 16,019 | $98K |
| HSBC Holdings PLC | 0.00% | New | 16,000 | $98K |
| Lindbrook Capital, LLC | 0.01% | Add +7.3% | 15,703 | $96K |
| Dorsey & Whitney Trust CO LLC | 0.01% | Reduce -23.3% | 15,412 | $94K |
| Oppenheimer & Co. Inc. | 0.00% | No change | 15,301 | $94K |
| UBS Group AG | 0.00% | Reduce -51.5% | 14,994 | $92K |
| Campbell & CO Investment Adviser LLC | 0.01% | New | 14,940 | $92K |
| Adero Partners, LLC | 0.01% | Add +0.3% | 14,921 | $91K |
| Clarius Group, LLC | 0.01% | Reduce -12.8% | 14,857 | $91K |
| Boit C F David | 0.05% | No change | 14,695 | $90K |
| Henry James International Management Inc. | 0.03% | New | 14,535 | $89K |
| Checchi Capital Advisers, LLC | 0.01% | No change | 13,581 | $83K |
| State Street Corp. | 0.00% | No change | 13,085 | $82K |
| M&T Bank Corp | 0.00% | Add +3.1% | 13,451 | $82K |
| Burns Matteson Capital Management, LLC | 0.05% | New | 13,017 | $80K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +5.9% | 12,765 | $78K |
| Captrust Financial Advisors | 0.00% | Add +4.3% | 12,288 | $75K |
| Buckingham Strategic Wealth, LLC | 0.00% | No change | 12,143 | $74K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -7.7% | 12,114 | $74K |
| Certuity, LLC | 0.01% | Add +10.3% | 11,901 | $73K |
| Tidal Investments LLC | 0.00% | New | 11,826 | $72K |
| Rothschild Investment LLC | 0.01% | Add +566.3% | 11,661 | $71K |
| PDS Planning, Inc | 0.01% | No change | 11,423 | $70K |
| GeoWealth Management, LLC | 0.00% | New | 11,375 | $70K |
| Optas, LLC | 0.02% | Add +0.6% | 11,189 | $69K |
| Advisory Alpha, LLC | 0.00% | New | 11,105 | $68K |
| Capital Asset Advisory Services LLC | 0.00% | New | 10,728 | $67K |
| Perigon Wealth Management, LLC | 0.00% | Add +3.9% | 10,931 | $67K |
| Axxcess Wealth Management, LLC | 0.00% | New | 10,728 | $66K |
| Ieq Capital, LLC | 0.00% | Add +4.5% | 10,588 | $65K |
| Canopy Partners, LLC | 0.03% | No change | 10,434 | $64K |
| Cromwell Holdings LLC | 0.04% | — | 9,692 | $61K |
| Osaic Holdings, Inc. | 0.00% | Add +18.7% | 9,311 | $57K |
| Allworth Financial LP | 0.00% | Add +6.8% | 8,182 | $51K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -1.6% | 8,164 | $50K |
| Bokf, NA | 0.00% | No change | 8,093 | $50K |
| CKW Financial Group | 0.00% | No change | 5,900 | $37K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +38.4% | 5,693 | $37K |
| Cwm, LLC | 0.00% | Add +83.5% | 5,725 | $35K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 5,230 | $32K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 5,164 | $32K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 5,000 | $32K |
| GAMMA Investing LLC | 0.00% | Add +79.5% | 5,094 | $31K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 4,826 | $30K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +24.0% | 4,598 | $28K |
| Citigroup Inc. | 0.00% | Add +9.4% | 4,589 | $28K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -7.2% | 3,990 | $24K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +22.3% | 3,648 | $23K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 2,900 | $18K |
| UMB Bank, n.a. | 0.00% | No change | 2,729 | $17K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 2,380 | $15K |
| William B. Walkup & Associates, Inc. | 0.01% | — | 2,094 | $13K |
| Tyler-Stone Wealth Management | 0.01% | No change | 1,994 | $12K |
| Harbour Investments, Inc. | 0.00% | No change | 1,907 | $12K |
| Fifth Third Bancorp | 0.00% | No change | 1,699 | $10K |
| Principal Securities, Inc. | 0.00% | No change | 1,499 | $9K |
| Smartleaf Asset Management LLC | 0.00% | Add +127.0% | 1,419 | $9K |
| Wetzel Investment Advisors, Inc. | 0.00% | No change | 1,330 | $8K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,200 | $8K |
| CENTRAL TRUST Co | 0.00% | No change | 1,144 | $7K |
| Salem Investment Counselors Inc. | 0.00% | New | 1,020 | $6K |
| Simplex Trading, LLC | 0.00% | Reduce -78.2% | 1,009 | $6K |
| Cornerstone Planning Group LLC | 0.00% | Add +1150.0% | 875 | $5K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 671 | $4K |
| Clearstead Trust, LLC | 0.00% | No change | 628 | $4K |
| Bruce G. Allen Investments, LLC | 0.00% | Add +65.0% | 609 | $4K |
| Parkside Financial Bank & Trust | 0.00% | No change | 578 | $4K |
| Farther Finance Advisors, LLC | 0.00% | Add +75.7% | 564 | $4K |
| Kelly Financial Services LLC | 0.00% | No change | 566 | $3K |
| ORG Partners LLC | 0.00% | New | 511 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 518 | $3K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -55.4% | 567 | $3K |
| GW&K Investment Management, LLC | 0.00% | No change | 418 | $3K |
| BNP Paribas Financial Markets | 0.00% | Reduce -99.8% | 479 | $3K |
| Caldwell Trust Co | 0.00% | No change | 469 | $3K |
| Jones Financial Companies LLLP | 0.00% | Add +97.0% | 396 | $2K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 378 | $2K |
| Zions Bancorporation, N.A. | 0.00% | Reduce -78.0% | 375 | $2K |
| NewEdge Advisors, LLC | 0.00% | Reduce -85.9% | 374 | $2K |
| St. Johns Investment Management Company, LLC | 0.00% | No change | 354 | $2K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 332 | $2K |
| JTC Employer Solutions Trustee Ltd | 0.00% | No change | 333 | $2K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 290 | $2K |
| Avior Wealth Management, LLC | 0.00% | Reduce -90.8% | 213 | $1K |
| Montag A & Associates Inc. | 0.00% | No change | 190 | $1K |
| Anchor Investment Management, LLC | 0.00% | No change | 184 | $1K |
| Huntington National Bank | 0.00% | Add +83.0% | 183 | $1K |
| Global Retirement Partners, LLC | 0.00% | No change | 171 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 3 | $1K |
| Whittier Trust Co. | 0.00% | No change | 117 | $717 |
| PSI Advisors, LLC | 0.00% | No change | 100 | $613 |
| Private Ocean, LLC | 0.00% | Reduce -91.0% | 87 | $533 |
| Larson Financial Group LLC | 0.00% | No change | 84 | $515 |
| Group One Trading LLC | 0.00% | No change | 81 | $497 |
| AdvisorNet Financial, Inc | 0.00% | No change | 72 | $441 |
| Creekmur Asset Management LLC | 0.00% | New | 62 | $380 |
| Assetmark, Inc. | 0.00% | No change | 62 | $380 |
| Mendota Financial Group, LLC | 0.00% | New | 41 | $252 |
| Pacific Center for Financial Services | 0.00% | No change | 36 | $221 |
| New England Capital Financial Advisors LLC | 0.00% | No change | 11 | $68 |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 2 | $12 |
"% 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.