Aegon Ltd.-NY Reg SHRAEG
13F holders, Q1 2026 (March 31)289holders −10
32new positions
40sold out
4famous investors
$7.26avg. 13F price*
At the end of Q1 2026, 289 institutions reported holding Aegon Ltd.-NY Reg SHR (AEG) in their 13F filings, down 10 from Q4 2025. 32 opened new positions and 40 sold out. The largest holders were Dodge & Cox ($367.0M), Dimensional Fund Advisors LP ($85.2M) and Morgan Stanley ($76.4M). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Ray Dalio (0.0% of Bridgewater Associates'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $2.6M |
| Exits | 40 | $44.2M |
All 13F filers, Q4 2025 → Q1 2026: 8,005,571 shares bought and 39,617,038 shares sold, net −31,611,467 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 289 holders
| Dodge & Cox | 0.20% | Reduce -28.3% | 50,556,509 | $367.0M |
| Dimensional Fund Advisors LP | 0.02% | Add +8.3% | 11,741,711 | $85.2M |
| Morgan Stanley | 0.00% | Reduce -19.9% | 10,520,790 | $76.4M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Reduce -53.0% | 5,631,844 | $40.9M |
| BlackRock, Inc. | 0.00% | Add +0.0% | 5,293,258 | $38.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +8.3% | 4,562,422 | $33.1M |
| Jane Street Group, LLC | 0.03% | Add +86.6% | 3,303,388 | $24.0M |
| UBS Group AG | 0.00% | Add +7.7% | 2,741,866 | $19.9M |
| Raymond James Financial Inc. | 0.01% | Add +1.4% | 2,451,515 | $17.8M |
| Abc Arbitrage SA | 2.03% | Add +0.5% | 2,107,085 | $15.3M |
| Quantinno Capital Management LP | 0.02% | Add +42.8% | 1,735,351 | $12.6M |
| Northern Trust Corp. | 0.00% | Reduce -3.0% | 1,504,190 | $10.9M |
| BNP Paribas Financial Markets | 0.01% | Reduce -30.9% | 1,452,213 | $10.5M |
| American Century Companies Inc. | 0.01% | Reduce -0.9% | 1,394,670 | $10.1M |
| Voloridge Investment Management, LLC | 0.04% | Reduce -49.7% | 1,226,958 | $8.9M |
| Grace & White Inc. | 1.44% | Reduce -0.4% | 1,107,297 | $8.0M |
| JPMorgan Chase & Co. | 0.00% | Add +102.0% | 1,050,189 | $7.3M |
| Private Wealth Asset Management, LLC | 0.70% | Reduce -0.0% | 900,000 | $6.5M |
| Tower Research Capital LLC (TRC) | 0.17% | Add +28.1% | 885,320 | $6.4M |
| AQR Capital Management | 0.00% | Reduce -7.1% | 788,709 | $5.7M |
| DRW Securities, LLC | 0.31% | Add +86.0% | 782,733 | $5.7M |
| Transmarket Holdings LP | 2.58% | Add +106.1% | 665,613 | $4.8M |
| Todd Asset Management LLC | 0.09% | Add +6.8% | 648,575 | $4.7M |
| Teachers Retirement System of the State of Kentucky | 0.04% | Add +6.8% | 644,010 | $4.7M |
| Old Mission Capital LLC | 0.11% | Add +55.3% | 613,320 | $4.5M |
| Oppenheimer & Co. Inc. | 0.05% | Add +9.3% | 559,615 | $4.1M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +21.9% | 536,195 | $3.9M |
| Two Sigma Investments, LP | 0.00% | Add +83.8% | 532,588 | $3.9M |
| Creative Planning | 0.00% | Add +4.2% | 525,948 | $3.8M |
| Bank of Montreal | 0.00% | Add +969.3% | 501,140 | $3.6M |
| US Bancorp \de | 0.00% | Add +0.0% | 438,746 | $3.2M |
| Sei Investments Co. | 0.00% | Add +14.6% | 412,972 | $3.0M |
| FMR LLC | 0.00% | Add +150.7% | 385,104 | $2.8M |
| Bank of America Corp. | 0.00% | Add +39.7% | 362,408 | $2.6M |
| Cibc World Market Inc. | 0.00% | Add +1.3% | 346,358 | $2.5M |
| Hennion & Walsh Asset Management, Inc. | 0.08% | Reduce -20.9% | 323,321 | $2.3M |
| Optiver Holding B.V. | 0.09% | Reduce -64.2% | 314,565 | $2.3M |
| Vident Advisory, LLC | 0.02% | Add +7.5% | 304,558 | $2.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +17.4% | 301,267 | $2.2M |
| Schonfeld Strategic Advisors LLC | 0.02% | Add +157.6% | 297,884 | $2.2M |
| Ethic Inc. | 0.03% | Reduce -0.3% | 259,380 | $1.9M |
| Mainstay Capital Management LLC | 0.13% | Add +0.1% | 237,545 | $1.7M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -76.8% | 228,743 | $1.7M |
| PNC Financial Services Group, Inc. | 0.00% | Add +5.1% | 220,859 | $1.6M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 209,487 | $1.5M |
| Quadrant Capital Group LLC | 0.04% | Reduce -1.8% | 204,207 | $1.5M |
| Diversify Wealth Management, LLC | 0.03% | Add +21.3% | 184,669 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Add +1.6% | 201,633 | $1.5M |
| Mariner, LLC | 0.00% | Add +0.1% | 200,379 | $1.5M |
| Capital Fund Management S.A. | 0.01% | Add +0.3% | 199,901 | $1.5M |
| Millennium Management | 0.00% | Reduce -36.5% | 191,061 | $1.4M |
| Laird Norton Wetherby Trust Company, LLC | 0.03% | Reduce -6.7% | 177,660 | $1.3M |
| Cerity Partners LLC | 0.00% | Add +1.3% | 163,814 | $1.2M |
| Crossmark Global Holdings, Inc. | 0.02% | Add +4.2% | 163,502 | $1.2M |
| Wells Fargo & Company | 0.00% | Reduce -2.7% | 163,400 | $1.2M |
| Focus Partners Wealth | 0.00% | Add +8.1% | 153,269 | $1.1M |
| Greenleaf Trust | 0.01% | Reduce -0.4% | 152,857 | $1.1M |
| Entropy Technologies, LP | 0.05% | Add +119.8% | 142,001 | $1.0M |
| Wealthstar Advisors, LLC | 0.58% | Add +56.7% | 133,514 | $969K |
| Ieq Capital, LLC | 0.00% | Add +100.8% | 133,383 | $968K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -15.7% | 125,586 | $912K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +301.6% | 121,708 | $884K |
| Signaturefd, LLC | 0.01% | Reduce -0.9% | 119,084 | $865K |
| Bank of New York Mellon Corp | 0.00% | Add +1.1% | 117,882 | $856K |
| Ameriprise Financial Inc. | 0.00% | Reduce -54.6% | 114,991 | $835K |
| Brooklyn Investment Group | 0.03% | Add +39.8% | 112,460 | $816K |
| Abacus Wealth Partners, LLC | 0.07% | Add +0.8% | 110,254 | $800K |
| Squarepoint Ops LLC | 0.00% | Add +815.1% | 99,554 | $723K |
| Callan Family Office, LLC | 0.02% | Reduce -19.5% | 98,317 | $714K |
| LPL Financial LLC | 0.00% | Reduce -54.6% | 93,228 | $677K |
| Kestra Advisory Services, LLC | 0.00% | Add +49.4% | 90,943 | $660K |
| Aaron Wealth Advisors LLC | 0.04% | Add +162.0% | 88,748 | $644K |
| Natixis Advisors, LLC | 0.00% | Add +5.6% | 87,888 | $638K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -66.7% | 82,401 | $598K |
| Balyasny Asset Management L.P. | 0.00% | Add +12.2% | 81,736 | $593K |
| Rhumbline Advisers | 0.00% | Add +1.0% | 79,696 | $579K |
| Evergreen Capital Management LLC | 0.01% | Add +10.9% | 75,175 | $546K |
| Royal Bank of Canada | 0.00% | Add +3.2% | 73,879 | $536K |
| Pathstone Holdings, LLC | 0.00% | Reduce -15.9% | 73,092 | $531K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -24.9% | 71,787 | $521K |
| OLIO Financial Planning | 0.14% | No change | 71,009 | $516K |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.3% | 69,815 | $507K |
| Hantz Financial Services, Inc. | 0.01% | Add +9.1% | 69,667 | $506K |
| SG Americas Securities, LLC | 0.00% | Reduce -2.6% | 69,596 | $505K |
| XTX Topco Ltd | 0.01% | Reduce -84.4% | 68,116 | $495K |
| Russell Investments Group, Ltd. | 0.00% | Add +32.1% | 66,333 | $482K |
| Caprock Group, LLC | 0.01% | Reduce -0.6% | 65,650 | $477K |
| Cambiar Investors LLC | 0.02% | No change | 63,600 | $462K |
| Bridgewater Associates | 0.00% | New | 62,987 | $457K |
| Syon Capital LLC | 0.02% | Reduce -21.5% | 61,273 | $445K |
| Corient Private Wealth LP | 0.00% | Add +38.9% | 63,654 | $441K |
| Factory Mutual Insurance Co. | 0.00% | Reduce -64.9% | 59,398 | $431K |
| Sivia Capital Partners, LLC | 0.08% | Add +21.0% | 58,572 | $425K |
| Miller Investment Management, LP | 0.04% | No change | 57,015 | $414K |
| Versant Capital Management, Inc | 0.04% | Add +23.9% | 56,634 | $411K |
| Ritholtz Wealth Management | 0.01% | Reduce -9.5% | 56,561 | $411K |
| Lester Murray Antman dba SimplyRich | 0.10% | Reduce -49.3% | 56,361 | $409K |
| Highland Capital Management, LLC | 0.02% | Reduce -0.4% | 54,227 | $394K |
| Ballentine Partners, LLC | 0.01% | Reduce -5.5% | 53,818 | $391K |
| Choreo, LLC | 0.00% | Reduce -8.3% | 52,106 | $378K |
"% 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.