Aegon Ltd.-NY Reg SHRAEG
13F holders, Q3 2025 (September 30)280holders +14
38new positions
24sold out
4famous investors
$7.99avg. 13F price*
At the end of Q3 2025, 280 institutions reported holding Aegon Ltd.-NY Reg SHR (AEG) in their 13F filings, up 14 from Q2 2025. 38 opened new positions and 24 sold out. The largest holders were Dodge & Cox ($685.4M), Arrowstreet Capital, Limited Partnership ($135.4M) and Morgan Stanley ($110.7M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $68.1M |
| Exits | 24 | $11.8M |
All 13F filers, Q2 2025 → Q3 2025: 17,467,016 shares bought and 28,321,304 shares sold, net −10,854,288 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 280 holders
| Dodge & Cox | 0.37% | Reduce -3.3% | 85,783,505 | $685.4M |
| Arrowstreet Capital, Limited Partnership | 0.09% | Reduce -19.4% | 16,942,257 | $135.4M |
| Morgan Stanley | 0.01% | Add +9.7% | 13,851,290 | $110.7M |
| Dimensional Fund Advisors LP | 0.02% | Add +27.5% | 9,869,198 | $78.9M |
| BlackRock, Inc. | 0.00% | Add +2.5% | 5,431,938 | $43.4M |
| Goldman Sachs Group Inc. | 0.01% | Add +40.0% | 5,236,406 | $41.8M |
| BNP Paribas Financial Markets | 0.03% | Reduce -20.5% | 4,903,701 | $39.2M |
| Voloridge Investment Management, LLC | 0.12% | Reduce -35.6% | 4,384,154 | $35.0M |
| Raymond James Financial Inc. | 0.01% | Reduce -2.1% | 2,381,345 | $19.0M |
| Optiver Holding B.V. | 0.29% | New | 2,245,561 | $17.9M |
| Abc Arbitrage SA | 1.64% | New | 2,081,868 | $16.6M |
| UBS Group AG | 0.00% | Reduce -31.3% | 2,052,633 | $16.4M |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 22.93% | New | 1,928,379 | $15.4M |
| Bank of America Corp. | 0.00% | Reduce -31.8% | 1,620,873 | $13.0M |
| Northern Trust Corp. | 0.00% | Add +1.8% | 1,539,339 | $12.3M |
| Jane Street Group, LLC | 0.01% | Add +129.4% | 1,310,007 | $10.5M |
| American Century Companies Inc. | 0.01% | Add +18.5% | 1,235,026 | $9.9M |
| Tower Research Capital LLC (TRC) | 0.27% | Add +46430.6% | 1,207,468 | $9.6M |
| Grace & White Inc. | 1.65% | Reduce -7.6% | 1,153,123 | $9.2M |
| Acadian Asset Management LLC | 0.02% | Reduce -68.6% | 1,094,436 | $8.7M |
| Ameriprise Financial Inc. | 0.00% | Add +0.4% | 1,000,619 | $8.0M |
| Quantinno Capital Management LP | 0.02% | Add +75.8% | 901,857 | $7.2M |
| Private Wealth Asset Management, LLC | 0.85% | No change | 900,118 | $7.2M |
| AQR Capital Management | 0.00% | Add +109.4% | 752,998 | $6.0M |
| Citadel Advisors | 0.00% | Reduce -79.9% | 736,422 | $5.9M |
| Two Sigma Investments, LP | 0.01% | Reduce -63.9% | 700,126 | $5.6M |
| XY Capital Ltd | 4.56% | New | 685,548 | $5.5M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -5.0% | 613,117 | $4.9M |
| Todd Asset Management LLC | 0.10% | Reduce -1.6% | 596,251 | $4.8M |
| Teachers Retirement System of the State of Kentucky | 0.04% | Reduce -2.3% | 592,050 | $4.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -66.4% | 545,986 | $4.4M |
| Creative Planning | 0.00% | Add +19.8% | 480,680 | $3.8M |
| Sei Investments Co. | 0.00% | Reduce -26.0% | 389,517 | $3.1M |
| US Bancorp \de | 0.00% | Add +0.0% | 369,556 | $3.0M |
| Summit Securities Group LLC | 0.90% | New | 344,285 | $2.8M |
| Cibc World Market Inc. | 0.01% | Reduce -0.5% | 331,647 | $2.6M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +68.3% | 314,502 | $2.5M |
| Hennion & Walsh Asset Management, Inc. | 0.09% | Add +24.7% | 305,138 | $2.4M |
| Vident Advisory, LLC | 0.02% | Add +3.3% | 296,235 | $2.4M |
| Capital Fund Management S.A. | 0.02% | Add +74.5% | 280,299 | $2.2M |
| Employees Retirement System of Texas | 0.02% | No change | 276,450 | $2.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.0% | 269,338 | $2.2M |
| Mainstay Capital Management LLC | 0.21% | New | 260,042 | $2.1M |
| Ethic Inc. | 0.03% | Reduce -2.6% | 241,562 | $1.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +28.1% | 240,349 | $1.9M |
| Factory Mutual Insurance Co. | 0.02% | New | 218,660 | $1.7M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.3% | 209,260 | $1.7M |
| HighTower Advisors, LLC | 0.00% | Add +1.2% | 205,536 | $1.6M |
| Quadrant Capital Group LLC | 0.05% | Add +2.8% | 205,308 | $1.6M |
| Mariner, LLC | 0.00% | Add +3.9% | 193,260 | $1.5M |
| Laird Norton Wetherby Wealth Management, LLC | 0.06% | Reduce -1.2% | 178,979 | $1.4M |
| LPL Financial LLC | 0.00% | Add +20.6% | 176,916 | $1.4M |
| Wells Fargo & Company | 0.00% | Reduce -9.0% | 175,634 | $1.4M |
| Crossmark Global Holdings, Inc. | 0.02% | Add +1.0% | 169,119 | $1.4M |
| Two Sigma Advisers, LP | 0.00% | Reduce -69.8% | 168,000 | $1.3M |
| Royal Bank of Canada | 0.00% | Reduce -3.9% | 165,872 | $1.3M |
| Dorsey Wright & Associates | 0.29% | Reduce -9.2% | 161,372 | $1.3M |
| Vanguard Group Inc. | 0.00% | Add +2.1% | 159,202 | $1.3M |
| Greenleaf Trust | 0.01% | No change | 153,131 | $1.2M |
| Integrated Quantitative Investments LLC | 0.35% | New | 153,064 | $1.2M |
| New York State Common Retirement Fund | 0.00% | New | 153,064 | $1.2M |
| Quantbot Technologies LP | 0.03% | Add +56.0% | 151,394 | $1.2M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +12.4% | 145,282 | $1.2M |
| Campbell & CO Investment Adviser LLC | 0.09% | Reduce -28.5% | 143,637 | $1.1M |
| Squarepoint Ops LLC | 0.00% | New | 142,840 | $1.1M |
| Diversify Wealth Management, LLC | 0.06% | Add +3.4% | 148,335 | $1.1M |
| FMR LLC | 0.00% | Add +7.8% | 139,962 | $1.1M |
| Cerity Partners LLC | 0.00% | Add +7.4% | 139,184 | $1.1M |
| Millennium Management | 0.00% | Reduce -88.3% | 133,197 | $1.1M |
| Bank of New York Mellon Corp | 0.00% | Add +2.8% | 121,822 | $973K |
| Signaturefd, LLC | 0.01% | Reduce -0.9% | 119,075 | $951K |
| AdvisorShares Investments LLC | 0.14% | Reduce -11.6% | 108,071 | $863K |
| Focus Partners Wealth | 0.00% | Add +34.6% | 107,933 | $863K |
| Graham Capital Management, L.P. | 0.05% | Reduce -28.5% | 102,956 | $823K |
| Pathstone Holdings, LLC | 0.00% | Add +0.1% | 102,152 | $816K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -5.8% | 97,637 | $780K |
| Stifel Financial Corp. | 0.00% | Add +0.7% | 96,029 | $767K |
| Natixis Advisors, LLC | 0.00% | Reduce -1.3% | 89,977 | $719K |
| Wealthstar Advisors, LLC | 0.27% | Reduce -13.1% | 84,259 | $673K |
| OLIO Financial Planning | 0.20% | No change | 84,149 | $672K |
| Engineers Gate Manager LP | 0.01% | Add +132.9% | 79,480 | $635K |
| SG Americas Securities, LLC | 0.00% | Add +3.4% | 78,334 | $626K |
| Evergreen Capital Management LLC | 0.01% | Add +28.1% | 75,265 | $601K |
| Rhumbline Advisers | 0.00% | Reduce -23.6% | 70,519 | $563K |
| Syon Capital LLC | 0.03% | Add +127.4% | 69,805 | $558K |
| Cetera Investment Advisers | 0.00% | Add +11.2% | 69,627 | $556K |
| Hantz Financial Services, Inc. | 0.01% | Add +140.8% | 68,599 | $548K |
| Choreo, LLC | 0.01% | Add +1.4% | 65,096 | $520K |
| Bayesian Capital Management, LP | 0.10% | New | 64,000 | $511K |
| Commonwealth Equity Services, LLC | 0.00% | Add +59.3% | 62,739 | $501K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.3% | 62,540 | $490K |
| Highland Capital Management, LLC | 0.02% | Add +5.5% | 60,512 | $483K |
| Ballentine Partners, LLC | 0.01% | Add +1.7% | 59,296 | $474K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -7.2% | 59,183 | $473K |
| Miller Investment Management, LP | 0.05% | No change | 57,015 | $456K |
| Caprock Group, LLC | 0.01% | — | 56,135 | $437K |
| Atria Investments, Inc | 0.00% | Reduce -0.3% | 53,022 | $424K |
| Lester Murray Antman dba SimplyRich | 0.11% | Add +36.1% | 49,482 | $395K |
| Ritholtz Wealth Management | 0.01% | Reduce -0.0% | 49,351 | $394K |
| Ieq Capital, LLC | 0.00% | Add +113.3% | 49,290 | $394K |
"% 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.