Aegon Ltd.-NY Reg SHRAEG
13F holders, Q4 2025 (December 31)299holders +19
38new positions
25sold out
4famous investors
$7.71avg. 13F price*
At the end of Q4 2025, 299 institutions reported holding Aegon Ltd.-NY Reg SHR (AEG) in their 13F filings, up 19 from Q3 2025. 38 opened new positions and 25 sold out. The largest holders were Dodge & Cox ($543.7M), Morgan Stanley ($101.2M) and Arrowstreet Capital, Limited Partnership ($92.5M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $15.9M |
| Exits | 25 | $15.4M |
All 13F filers, Q3 2025 → Q4 2025: 7,796,529 shares bought and 34,002,709 shares sold, net −26,206,180 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 299 holders
| Dodge & Cox | 0.29% | Reduce -17.8% | 70,522,831 | $543.7M |
| Morgan Stanley | 0.01% | Reduce -5.2% | 13,131,922 | $101.2M |
| Arrowstreet Capital, Limited Partnership | 0.05% | Reduce -29.2% | 11,992,010 | $92.5M |
| Dimensional Fund Advisors LP | 0.02% | Add +9.8% | 10,839,732 | $83.6M |
| BlackRock, Inc. | 0.00% | Reduce -2.6% | 5,292,654 | $40.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -19.6% | 4,210,934 | $32.5M |
| UBS Group AG | 0.00% | Add +24.1% | 2,546,698 | $19.6M |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 2.87% | Add +31.1% | 2,527,483 | $19.5M |
| Voloridge Investment Management, LLC | 0.07% | Reduce -44.3% | 2,440,065 | $18.8M |
| Raymond James Financial Inc. | 0.01% | Add +1.6% | 2,418,895 | $18.7M |
| BNP Paribas Financial Markets | 0.01% | Reduce -57.1% | 2,102,205 | $16.2M |
| Abc Arbitrage SA | 1.51% | Add +0.7% | 2,097,310 | $16.2M |
| Jane Street Group, LLC | 0.02% | Add +35.1% | 1,769,954 | $13.6M |
| Northern Trust Corp. | 0.00% | Add +0.8% | 1,551,174 | $12.0M |
| American Century Companies Inc. | 0.01% | Add +14.0% | 1,408,011 | $10.9M |
| Acadian Asset Management LLC | 0.02% | Add +24.5% | 1,362,895 | $10.5M |
| Quantinno Capital Management LP | 0.02% | Add +34.7% | 1,215,130 | $9.4M |
| Grace & White Inc. | 1.55% | Reduce -3.6% | 1,111,297 | $8.6M |
| Qube Research & Technologies Ltd | 0.01% | Add +61.1% | 987,804 | $7.6M |
| Private Wealth Asset Management, LLC | 0.75% | No change | 900,118 | $6.9M |
| Optiver Holding B.V. | 0.12% | Reduce -60.9% | 877,989 | $6.8M |
| AQR Capital Management | 0.00% | Add +12.7% | 848,592 | $6.5M |
| Citadel Advisors | 0.00% | Add +3.5% | 762,261 | $5.9M |
| Tower Research Capital LLC (TRC) | 0.13% | Reduce -42.8% | 691,023 | $5.3M |
| Todd Asset Management LLC | 0.09% | Add +1.8% | 607,018 | $4.7M |
| Teachers Retirement System of the State of Kentucky | 0.03% | Add +1.8% | 602,750 | $4.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.8% | 520,029 | $4.0M |
| Oppenheimer & Co. Inc. | 0.06% | Add +3848.7% | 512,025 | $3.9M |
| Creative Planning | 0.00% | Add +5.0% | 504,733 | $3.9M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +39.9% | 439,900 | $3.4M |
| US Bancorp \de | 0.00% | Add +18.7% | 438,734 | $3.4M |
| XTX Topco Ltd | 0.09% | New | 437,300 | $3.4M |
| DRW Securities, LLC | 0.25% | New | 420,782 | $3.2M |
| Hennion & Walsh Asset Management, Inc. | 0.11% | Add +34.0% | 408,724 | $3.2M |
| Old Mission Capital LLC | 0.12% | New | 394,838 | $3.0M |
| Sei Investments Co. | 0.00% | Reduce -7.5% | 360,221 | $2.8M |
| Cibc World Market Inc. | 0.00% | Add +3.1% | 341,979 | $2.6M |
| Transmarket Holdings LP | 1.82% | — | 322,909 | $2.5M |
| Millennium Management | 0.00% | Add +125.8% | 300,725 | $2.3M |
| Two Sigma Investments, LP | 0.00% | Reduce -58.6% | 289,688 | $2.2M |
| Vident Advisory, LLC | 0.02% | Reduce -4.4% | 283,208 | $2.2M |
| Two Sigma Advisers, LP | 0.00% | Add +60.0% | 268,800 | $2.1M |
| Ethic Inc. | 0.03% | Add +7.7% | 260,270 | $2.0M |
| Bank of America Corp. | 0.00% | Reduce -84.0% | 259,478 | $2.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +6.8% | 256,664 | $2.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -74.7% | 253,568 | $2.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -8.1% | 247,419 | $1.9M |
| Vanguard Group Inc. | 0.00% | Add +49.3% | 237,728 | $1.8M |
| Mainstay Capital Management LLC | 0.14% | Reduce -8.8% | 237,253 | $1.8M |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.4% | 210,124 | $1.6M |
| Quadrant Capital Group LLC | 0.05% | Add +1.3% | 207,969 | $1.6M |
| LPL Financial LLC | 0.00% | Add +16.0% | 205,284 | $1.6M |
| Mariner, LLC | 0.00% | Add +3.6% | 200,239 | $1.5M |
| Capital Fund Management S.A. | 0.01% | Reduce -28.9% | 199,274 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Reduce -3.5% | 198,419 | $1.5M |
| Laird Norton Wetherby Trust Company, LLC | 0.03% | New | 190,492 | $1.5M |
| Factory Mutual Insurance Co. | 0.01% | Reduce -22.5% | 169,398 | $1.3M |
| Wells Fargo & Company | 0.00% | Reduce -4.4% | 167,904 | $1.3M |
| Dorsey Wright & Associates | 0.28% | Add +2.9% | 166,041 | $1.3M |
| Cerity Partners LLC | 0.00% | Add +16.2% | 161,735 | $1.2M |
| Crossmark Global Holdings, Inc. | 0.02% | Reduce -7.2% | 156,954 | $1.2M |
| FMR LLC | 0.00% | Add +9.8% | 153,644 | $1.2M |
| Greenleaf Trust | 0.01% | Add +0.2% | 153,476 | $1.2M |
| Diversify Wealth Management, LLC | 0.05% | Add +2.6% | 152,236 | $1.2M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +2.5% | 148,929 | $1.1M |
| Focus Partners Wealth | 0.00% | Add +31.4% | 141,769 | $1.1M |
| Campbell & CO Investment Adviser LLC | 0.05% | Reduce -2.0% | 140,686 | $1.1M |
| Callan Family Office, LLC | 0.02% | Add +168.2% | 122,124 | $942K |
| Signaturefd, LLC | 0.01% | Add +0.9% | 120,168 | $926K |
| Bank of New York Mellon Corp | 0.00% | Reduce -4.3% | 116,571 | $899K |
| Quantbot Technologies LP | 0.03% | Reduce -23.6% | 115,710 | $892K |
| Schonfeld Strategic Advisors LLC | 0.00% | Add +628.3% | 115,620 | $891K |
| AdvisorShares Investments LLC | 0.14% | Add +2.8% | 111,128 | $857K |
| Lester Murray Antman dba SimplyRich | 0.22% | Add +124.5% | 111,086 | $856K |
| Abacus Wealth Partners, LLC | 0.08% | New | 109,385 | $843K |
| Stifel Financial Corp. | 0.00% | Add +3.0% | 98,858 | $762K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -2.1% | 95,582 | $737K |
| Pathstone Holdings, LLC | 0.00% | Reduce -14.9% | 86,912 | $670K |
| Wealthstar Advisors, LLC | 0.36% | Add +1.1% | 85,221 | $657K |
| Natixis Advisors, LLC | 0.00% | Reduce -7.5% | 83,228 | $642K |
| Brooklyn Investment Group | 0.03% | Add +141.7% | 80,441 | $624K |
| Rhumbline Advisers | 0.00% | Add +11.9% | 78,942 | $609K |
| Syon Capital LLC | 0.03% | Add +11.9% | 78,081 | $602K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +17.4% | 73,433 | $579K |
| Balyasny Asset Management L.P. | 0.00% | New | 72,844 | $562K |
| Royal Bank of Canada | 0.00% | Reduce -56.8% | 71,593 | $552K |
| SG Americas Securities, LLC | 0.00% | Reduce -8.8% | 71,483 | $551K |
| OLIO Financial Planning | 0.15% | Reduce -15.6% | 71,009 | $547K |
| Evergreen Capital Management LLC | 0.01% | Reduce -10.0% | 67,760 | $522K |
| Commonwealth Equity Services, LLC | 0.00% | Add +7.8% | 67,618 | $521K |
| Ieq Capital, LLC | 0.00% | Add +34.8% | 66,427 | $512K |
| Caprock Group, LLC | 0.01% | Add +17.6% | 66,030 | $509K |
| Entropy Technologies, LP | 0.03% | New | 64,601 | $498K |
| Hantz Financial Services, Inc. | 0.01% | Reduce -6.9% | 63,864 | $492K |
| Cambiar Investors LLC | 0.02% | New | 63,600 | $490K |
| Cetera Investment Advisers | 0.00% | Reduce -10.2% | 62,503 | $482K |
| Ritholtz Wealth Management | 0.01% | Add +26.6% | 62,487 | $482K |
| Kestra Advisory Services, LLC | 0.00% | Add +2.8% | 60,855 | $469K |
| Graham Capital Management, L.P. | 0.02% | Reduce -43.0% | 58,633 | $452K |
| Choreo, LLC | 0.01% | Reduce -12.7% | 56,824 | $442K |
"% 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.