Aegon Ltd.-NY Reg SHRAEG
13F holders, Q2 2025 (June 30)266holders +11
34new positions
23sold out
5famous investors
$7.24avg. 13F price*
At the end of Q2 2025, 266 institutions reported holding Aegon Ltd.-NY Reg SHR (AEG) in their 13F filings, up 11 from Q1 2025. 34 opened new positions and 23 sold out. The largest holders were Dodge & Cox ($642.5M), Arrowstreet Capital, Limited Partnership ($152.1M) and Morgan Stanley ($91.4M). 5 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Steve Cohen (0.0% of Point72 Asset 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $18.4M |
| Exits | 23 | $5.4M |
All 13F filers, Q1 2025 → Q2 2025: 43,225,943 shares bought and 35,628,929 shares sold, net +7,597,014 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 266 holders
| Dodge & Cox | 0.36% | Reduce -24.5% | 88,737,090 | $642.5M |
| Arrowstreet Capital, Limited Partnership | 0.11% | Add +104.5% | 21,006,803 | $152.1M |
| Morgan Stanley | 0.01% | Add +61.5% | 12,630,234 | $91.4M |
| Dimensional Fund Advisors LP | 0.01% | Add +44.3% | 7,741,266 | $56.0M |
| Voloridge Investment Management, LLC | 0.18% | Add +36.8% | 6,805,921 | $49.3M |
| BNP Paribas Financial Markets | 0.04% | Add +306.1% | 6,169,541 | $44.7M |
| BlackRock, Inc. | 0.00% | Reduce -1.8% | 5,300,700 | $38.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -25.2% | 3,739,533 | $27.1M |
| Citadel Advisors | 0.02% | Add +626.7% | 3,663,210 | $26.5M |
| Acadian Asset Management LLC | 0.05% | Add +2348.0% | 3,482,943 | $25.2M |
| UBS Group AG | 0.00% | Add +216.6% | 2,989,159 | $21.6M |
| Wellington Management Group LLP | 0.00% | Reduce -49.1% | 2,444,636 | $17.7M |
| Raymond James Financial Inc. | 0.01% | Reduce -7.7% | 2,432,474 | $17.6M |
| Bank of America Corp. | 0.00% | Reduce -18.8% | 2,376,682 | $17.2M |
| Two Sigma Investments, LP | 0.03% | Add +834.7% | 1,937,433 | $14.0M |
| JPMorgan Chase & Co. | 0.00% | Add +1073.4% | 1,623,496 | $11.8M |
| Northern Trust Corp. | 0.00% | Add +4.1% | 1,511,752 | $10.9M |
| Grace & White Inc. | 1.68% | Reduce -16.5% | 1,247,742 | $9.0M |
| Millennium Management | 0.01% | Add +404.7% | 1,141,491 | $8.3M |
| Marshall Wace, LLP | 0.01% | New | 1,107,951 | $8.0M |
| American Century Companies Inc. | 0.00% | Add +9.8% | 1,042,581 | $7.5M |
| Summit Global Investments | 0.44% | No change | 1,040,668 | $7.5M |
| Ameriprise Financial Inc. | 0.00% | Add +923.9% | 997,035 | $7.2M |
| Private Wealth Asset Management, LLC | 0.86% | Reduce -10.0% | 900,118 | $6.5M |
| Cubist Systematic Strategies, LLC | 0.06% | Add +16.6% | 810,442 | $5.9M |
| Qube Research & Technologies Ltd | 0.01% | New | 645,098 | $4.7M |
| Teachers Retirement System of the State of Kentucky | 0.04% | Add +10.4% | 605,650 | $4.4M |
| Todd Asset Management LLC | 0.09% | Add +10.4% | 605,650 | $4.4M |
| Jane Street Group, LLC | 0.01% | Add +686.9% | 570,963 | $4.1M |
| Two Sigma Advisers, LP | 0.01% | Reduce -26.3% | 556,495 | $4.0M |
| Sei Investments Co. | 0.00% | Add +7.9% | 526,541 | $3.8M |
| Quantinno Capital Management LP | 0.02% | Add +67.6% | 512,865 | $3.7M |
| Creative Planning | 0.00% | Add +15.9% | 401,101 | $2.9M |
| US Bancorp \de | 0.00% | Add +1.2% | 369,497 | $2.7M |
| AQR Capital Management | 0.00% | Add +375.9% | 359,611 | $2.6M |
| Cibc World Market Inc. | 0.01% | Add +3.4% | 333,427 | $2.4M |
| Vident Advisory, LLC | 0.02% | Add +4.2% | 286,689 | $2.1M |
| Employees Retirement System of Texas | 0.02% | Reduce -4.6% | 276,450 | $2.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +11.9% | 256,590 | $1.9M |
| Ethic Inc. | 0.03% | Reduce -18.1% | 247,969 | $1.8M |
| Hennion & Walsh Asset Management, Inc. | 0.07% | Reduce -3.9% | 244,643 | $1.8M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.1% | 209,990 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Reduce -10.4% | 203,108 | $1.5M |
| Campbell & CO Investment Adviser LLC | 0.09% | Add +407.9% | 201,002 | $1.5M |
| Quadrant Capital Group LLC | 0.05% | Reduce -2.8% | 199,679 | $1.4M |
| Wells Fargo & Company | 0.00% | Add +6.3% | 193,069 | $1.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +9.8% | 187,570 | $1.4M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +28.3% | 186,858 | $1.4M |
| Mariner, LLC | 0.00% | Add +16.6% | 186,039 | $1.3M |
| Point72 Asset Management | 0.00% | Reduce -52.4% | 183,100 | $1.3M |
| Laird Norton Wetherby Wealth Management, LLC | 0.06% | — | 181,151 | $1.3M |
| Dorsey Wright & Associates | 0.31% | Reduce -38.5% | 177,733 | $1.3M |
| Royal Bank of Canada | 0.00% | Add +124.0% | 172,680 | $1.3M |
| Crossmark Global Holdings, Inc. | 0.02% | Add +32.7% | 167,388 | $1.2M |
| Capital Fund Management S.A. | 0.01% | New | 160,618 | $1.2M |
| Vanguard Group Inc. | 0.00% | No change | 155,948 | $1.1M |
| Greenleaf Trust | 0.01% | Reduce -0.9% | 153,131 | $1.1M |
| Diversify Wealth Management, LLC | 0.07% | Add +18.9% | 143,517 | $1.1M |
| LPL Financial LLC | 0.00% | Add +74.7% | 146,760 | $1.1M |
| Graham Capital Management, L.P. | 0.03% | Add +338.4% | 143,972 | $1.0M |
| FMR LLC | 0.00% | Reduce -63.7% | 129,841 | $940K |
| Cerity Partners LLC | 0.00% | Add +3.0% | 129,602 | $938K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +7.4% | 129,214 | $936K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +2297.4% | 125,386 | $909K |
| Susquehanna International Group, LLP | 0.00% | New | 122,253 | $885K |
| AdvisorShares Investments LLC | 0.16% | Add +18.7% | 122,183 | $885K |
| Lazard Asset Management LLC | 0.00% | New | 122,081 | $883K |
| Signaturefd, LLC | 0.01% | Reduce -4.6% | 120,185 | $870K |
| Bank of New York Mellon Corp | 0.00% | Reduce -7.6% | 118,474 | $858K |
| QRG Capital Management, Inc. | 0.01% | Add +11.1% | 103,800 | $752K |
| Mercer Global Advisors Inc. | 0.00% | Add +12.3% | 103,664 | $751K |
| Pathstone Holdings, LLC | 0.00% | Add +7.4% | 102,060 | $741K |
| FORA Capital, LLC | 0.08% | Add +64.1% | 102,389 | $741K |
| Quantbot Technologies LP | 0.02% | Add +48438.0% | 97,076 | $703K |
| Wealthstar Advisors, LLC | 0.26% | Add +2.1% | 96,994 | $702K |
| Russell Investments Group, Ltd. | 0.00% | Add +16.6% | 95,376 | $691K |
| Stifel Financial Corp. | 0.00% | Add +0.6% | 95,356 | $690K |
| Rhumbline Advisers | 0.00% | Add +3.3% | 92,294 | $668K |
| Natixis Advisors, LLC | 0.00% | Add +3.6% | 91,124 | $660K |
| OLIO Financial Planning | 0.19% | No change | 84,149 | $609K |
| Focus Partners Wealth | 0.00% | Add +14.5% | 80,197 | $581K |
| SG Americas Securities, LLC | 0.00% | Add +5.2% | 75,789 | $549K |
| Choreo, LLC | 0.01% | Reduce -14.2% | 64,180 | $479K |
| Kestra Advisory Services, LLC | 0.00% | No change | 63,767 | $462K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +426.1% | 62,729 | $457K |
| Jackson Square Capital, LLC | 0.10% | Add +32.4% | 62,744 | $454K |
| Cetera Investment Advisers | 0.00% | Reduce -0.6% | 62,634 | $453K |
| First Trust Advisors LP | 0.00% | Reduce -26.6% | 60,844 | $441K |
| Evergreen Capital Management LLC | 0.01% | Reduce -4.2% | 58,760 | $435K |
| Ballentine Partners, LLC | 0.01% | Reduce -28.3% | 58,306 | $422K |
| Highland Capital Management, LLC | 0.02% | Reduce -4.1% | 57,362 | $415K |
| Miller Investment Management, LP | 0.04% | No change | 57,015 | $413K |
| Macquarie Group Ltd. | 0.00% | New | 56,870 | $412K |
| Atria Investments, Inc | 0.00% | Add +1.2% | 53,206 | $385K |
| Ritholtz Wealth Management | 0.01% | Add +0.1% | 49,367 | $357K |
| Callan Family Office, LLC | 0.01% | New | 47,586 | $345K |
| Diversify Advisory Services, LLC | 0.01% | Add +30.6% | 45,019 | $335K |
| Clearstead Advisors, LLC | 0.00% | Reduce -0.2% | 45,710 | $331K |
| Ellevest, Inc. | 0.05% | Reduce -12.5% | 45,351 | $328K |
| Calydon Capital | 0.03% | Add +100.0% | 44,938 | $325K |
"% 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.