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AEG

Aegon Ltd.
$8.79 +0.13 (+1.50%) At close · Jul 6
Market Cap
$13.00B
Shares
1,470,418,770

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 291
Total Value: $940,978,309
Total Shares: 129,600,879
Showing 1–100 of 292 holdings by value · page 1 of 3

Institutional Ownership Trend

26 quarters

Superinvestors Holding AEG

All superinvestors →
Ray Dalio $457,285 Joel Greenblatt $157,738

Holder Concentration

Across 290 13F filers
Top Holder
39.0%
Jun 2023 → Mar 2026 · range 23.6% – 74.8%
of institutional value
Top 5
64.6%
Jun 2023 → Mar 2026 · range 64.6% – 100.0%
of institutional value
Top 10
76.3%
Jun 2023 → Mar 2026 · range 76.3% – 100.0%
of institutional value
HHI
1,748
Jun 2023 → Mar 2026 · range 1,445 – 6,235
Moderately concentrated
Showing 100 of 292
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega Dodge & Cox $367,040,255 39.01% 50,556,509
Mega DIMENSIONAL FUND ADVISORS LP $85,244,820 9.06% 11,741,711
Mega MORGAN STANLEY $76,380,931 8.12% 10,520,790
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $40,887,187 4.35% 5,631,844
Mega BlackRock, Inc. $38,429,052 4.08% 5,293,258
Mega GOLDMAN SACHS GROUP INC $33,123,183 3.52% 4,562,422
Mega JANE STREET GROUP, LLC $23,982,596 2.55% 3,303,388
Mega UBS Group AG $19,905,947 2.12% 2,741,866
Mega RAYMOND JAMES FINANCIAL INC $17,797,998 1.89% 2,451,515
Small ABC ARBITRAGE SA $15,297,437 1.63% 2,107,085
Large Quantinno Capital Management LP $12,598,648 1.34% 1,735,351
Mega NORTHERN TRUST CORP Bank $10,920,418 1.16% 1,504,190
Mega BNP PARIBAS ARBITRAGE, SA $10,543,066 1.12% 1,452,213
Mega AMERICAN CENTURY COMPANIES INC $10,125,304 1.08% 1,394,670
Large VOLORIDGE INVESTMENT MANAGEMENT, LLC $8,907,715 0.95% 1,226,958
Small GRACE & WHITE INC /NY $8,038,976 0.85% 1,107,297
Mega JPMORGAN CHASE & CO $7,624,367 0.81% 1,050,189
Small Private Wealth Asset Management, LLC $6,534,000 0.69% 900,000
Mid Tower Research Capital LLC (TRC) $6,427,422 0.68% 885,320
Mega AQR CAPITAL MANAGEMENT LLC $5,726,026 0.61% 788,709
Mid DRW Securities, LLC Broker-Dealer $5,682,641 0.60% 782,733
Micro Transmarket Holdings LP $4,832,350 0.51% 665,613
Mid TODD ASSET MANAGEMENT LLC $4,708,654 0.50% 648,575
Large TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY Pension $4,675,512 0.50% 644,010
Large OLD MISSION CAPITAL LLC $4,452,703 0.47% 613,320
Mid OPPENHEIMER & CO INC $4,062,804 0.43% 559,615
Large O'SHAUGHNESSY ASSET MANAGEMENT, LLC $3,892,775 0.41% 536,195
Mega TWO SIGMA INVESTMENTS, LP $3,866,588 0.41% 532,588
Large Creative Planning $3,818,382 0.41% 525,948
Mega BANK OF MONTREAL /CAN/ Bank $3,638,275 0.39% 501,140
Large US BANCORP \DE\ Bank $3,185,295 0.34% 438,746
Large SEI INVESTMENTS CO $2,998,176 0.32% 412,972
Mega FMR LLC $2,795,854 0.30% 385,104
Mega BANK OF AMERICA CORP /DE/ Bank $2,631,080 0.28% 362,408
Large CIBC WORLD MARKET INC. $2,514,559 0.27% 346,358
Mid Hennion & Walsh Asset Management, Inc. $2,347,310 0.25% 323,321
Mid Optiver Holding B.V. $2,283,741 0.24% 314,565
Large Vident Advisory, LLC $2,211,090 0.23% 304,558
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $2,187,198 0.23% 301,267
Large Schonfeld Strategic Advisors LLC $2,162,637 0.23% 297,884
Mid Ethic Inc. $1,883,098 0.20% 259,380
Small MAINSTAY CAPITAL MANAGEMENT LLC /ADV $1,724,576 0.18% 237,545
Large Qube Research & Technologies Ltd $1,660,674 0.18% 228,743
Mega PNC FINANCIAL SERVICES GROUP, INC. $1,603,434 0.17% 220,859
Mega VANGUARD FIDUCIARY TRUST CO Bank $1,520,875 0.16% 209,487
Mid QUADRANT CAPITAL GROUP LLC $1,482,542 0.16% 204,207
Large HighTower Advisors, LLC $1,463,855 0.16% 201,633
Large Mariner, LLC $1,454,751 0.15% 200,379
Large CAPITAL FUND MANAGEMENT S.A. $1,451,281 0.15% 199,901
Mega MILLENNIUM MANAGEMENT LLC $1,387,102 0.15% 191,061
Mid DIVERSIFY WEALTH MANAGEMENT, LLC $1,340,696 0.14% 184,669
Mid Laird Norton Wetherby Trust Company, LLC Bank $1,289,811 0.14% 177,660
Large Cerity Partners LLC $1,189,288 0.13% 163,814
Mid Crossmark Global Holdings, Inc. $1,187,024 0.13% 163,502
Mega WELLS FARGO & COMPANY/MN $1,186,282 0.13% 163,400
Large Focus Partners Wealth $1,112,732 0.12% 153,269
Mid GREENLEAF TRUST $1,109,741 0.12% 152,857
Mid Entropy Technologies, LP $1,030,927 0.11% 142,001
Small Wealthstar Advisors, LLC $969,311 0.10% 133,514
Large IEQ CAPITAL, LLC $968,360 0.10% 133,383
Mid Vanguard Personalized Indexing Management, LLC $911,754 0.10% 125,586
Mid Sequoia Financial Advisors, LLC $883,600 0.09% 121,708
Mid SIGNATUREFD, LLC $864,549 0.09% 119,084
Mega Bank of New York Mellon Corp Bank $855,821 0.09% 117,882
Mega AMERIPRISE FINANCIAL INC $834,834 0.09% 114,991
Mid Brooklyn Investment Group $816,459 0.09% 112,460
Small Abacus Wealth Partners, LLC $800,444 0.09% 110,254
Large Squarepoint Ops LLC $722,762 0.08% 99,554
Mid Callan Family Office, LLC Family Office $713,781 0.08% 98,317
Mega LPL Financial LLC $676,835 0.07% 93,228
Large Kestra Advisory Services, LLC $660,246 0.07% 90,943
Mid Aaron Wealth Advisors LLC $644,310 0.07% 88,748
Large NATIXIS ADVISORS, LLC $638,066 0.07% 87,888
Mega ENVESTNET ASSET MANAGEMENT INC $598,231 0.06% 82,401
Large Balyasny Asset Management L.P. $593,403 0.06% 81,736
Mega RHUMBLINE ADVISERS $578,592 0.06% 79,696
Mid EVERGREEN CAPITAL MANAGEMENT LLC $545,770 0.06% 75,175
Mega ROYAL BANK OF CANADA Bank $536,360 0.06% 73,879
Large Pathstone Holdings, LLC $530,646 0.06% 73,092
Large MERCER GLOBAL ADVISORS INC /ADV $521,173 0.06% 71,787
Micro OLIO Financial Planning $515,525 0.05% 71,009
Large COMMONWEALTH EQUITY SERVICES, LLC $506,856 0.05% 69,815
Mid HANTZ FINANCIAL SERVICES, INC. $505,782 0.05% 69,667
Large SG Americas Securities, LLC Broker-Dealer $505,266 0.05% 69,596
Mid XTX Topco Ltd $494,522 0.05% 68,116
Large Russell Investments Group, Ltd. $481,577 0.05% 66,333
Mid Caprock Group, LLC $476,619 0.05% 65,650
Large Corient Private Wealth LLC $462,127 0.05% 63,654
Mid CAMBIAR INVESTORS LLC $461,736 0.05% 63,600
Small Versant Capital Management, Inc $461,001 0.05% 54,621
Large Bridgewater Associates, LP $457,285 0.05% 62,987
Mid SYON CAPITAL LLC $444,841 0.05% 61,273
Mid FACTORY MUTUAL INSURANCE CO Insurance $431,229 0.05% 59,398
Small Sivia Capital Partners, LLC $425,232 0.05% 58,572
Small Miller Investment Management, LP $413,928 0.04% 57,015
Mid RITHOLTZ WEALTH MANAGEMENT $410,632 0.04% 56,561
Small Lester Murray Antman dba SimplyRich $409,180 0.04% 56,361
Mid HIGHLAND CAPITAL MANAGEMENT, LLC $393,688 0.04% 54,227
Mid Ballentine Partners, LLC $390,718 0.04% 53,818
Mid CHOREO, LLC $378,289 0.04% 52,106
Key facts CIK 769218 CUSIP 0076CA104 13F (30d) 7 filings 6 filers Visit website Investor relations

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