Aegon Ltd. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| DODGE & COX | 08/13/2026 | 44.64 M | $376.72 M | -11.71% | 2.86% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 13.04 M | $110.02 M | 11.02% | 0.83% |
| MORGAN STANLEY | 08/13/2026 | 5.92 M | $49.97 M | -43.72% | 0.38% |
| BLACKROCK, INC. | 08/07/2026 | 5.18 M | $43.76 M | -2.06% | 0.33% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2026 | 4.82 M | $40.65 M | -14.47% | 0.31% |
| JPMORGAN CHASE & CO | 08/12/2026 | 2.60 M | $21.77 M | 147.71% | 0.17% |
| QUANTINNO CAPITAL MANAGEMENT LP | 08/13/2026 | 2.56 M | $21.63 M | 47.67% | 0.16% |
| UBS GROUP AG | 08/13/2026 | 2.41 M | $20.34 M | -12.11% | 0.15% |
| ABC ARBITRAGE SA | 07/20/2026 | 1.56 M | $13.20 M | -25.80% | 0.10% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2026 | 1.48 M | $12.52 M | 6.36% | 0.10% |
| NORTHERN TRUST CORP | 08/13/2026 | 1.45 M | $12.27 M | -3.37% | 0.09% |
| ACADIAN ASSET MANAGEMENT LLC | 08/13/2026 | 992.34 K | $8.37 M | 100.00% | 0.06% |
| GRACE & WHITE INC /NY | 07/17/2026 | 964.28 K | $8.14 M | -12.92% | 0.06% |
| PRIVATE WEALTH ASSET MANAGEMENT, LLC | 08/11/2026 | 900.00 K | $7.60 M | 0.00% | 0.06% |
| CAPITAL FUND MANAGEMENT S.A. | 08/13/2026 | 853.59 K | $7.20 M | 327.01% | 0.05% |
| MARSHALL WACE, LLP | 08/13/2026 | 815.15 K | $6.88 M | 100.00% | 0.05% |
| CREATIVE PLANNING | 08/13/2026 | 685.67 K | $5.79 M | 30.37% | 0.04% |
| OPPENHEIMER & CO INC | 08/03/2026 | 605.61 K | $5.11 M | 8.22% | 0.04% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 08/13/2026 | 481.84 K | $4.07 M | -10.14% | 0.03% |
| US BANCORP \DE\ | 08/12/2026 | 438.01 K | $3.70 M | -0.17% | 0.03% |
| OLD MISSION CAPITAL LLC | 08/14/2026 | 407.10 K | $3.44 M | -33.62% | 0.03% |
| FMR LLC | 08/13/2026 | 392.37 K | $3.31 M | 1.89% | 0.03% |
| OPTIVER HOLDING B.V. | 08/12/2026 | 389.90 K | $3.29 M | 23.95% | 0.03% |
| CIBC WORLD MARKET INC. | 08/13/2026 | 367.81 K | $3.10 M | 6.19% | 0.02% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 341.84 K | $2.89 M | 100.00% | 0.02% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/11/2026 | 338.45 K | $2.86 M | -61.77% | 0.02% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/08/2026 | 320.32 K | $2.70 M | -0.93% | 0.02% |
| VIDENT ADVISORY, LLC | 08/12/2026 | 276.54 K | $2.33 M | -9.20% | 0.02% |
| 07/21/2026 | 269.93 K | $2.28 M | -59.45% | 0.02% | |
| ETHIC INC. | 07/29/2026 | 250.68 K | $2.12 M | -3.35% | 0.02% |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 08/12/2026 | 240.30 K | $2.03 M | 1.16% | 0.02% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 225.14 K | $1.90 M | 1.94% | 0.01% |
| MARINER, LLC | 08/13/2026 | 209.65 K | $1.77 M | 4.62% | 0.01% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 209.49 K | $1.77 M | 0.00% | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/11/2026 | 203.01 K | $1.71 M | 182.80% | 0.01% |
| COLONY GROUP, LLC | 08/12/2026 | 190.47 K | $1.61 M | 24.27% | 0.01% |
| NUVEEN, LLC | 08/11/2026 | 179.77 K | $1.52 M | 100.00% | 0.01% |
| LAIRD NORTON TRUST COMPANY, LLC | 08/14/2026 | 178.12 K | $1.55 M | 0.26% | 0.01% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 178.05 K | $1.50 M | -11.69% | 0.01% |
| IEQ CAPITAL, LLC | 08/11/2026 | 166.13 K | $1.40 M | 24.55% | 0.01% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 165.11 K | $1.39 M | 136.49% | 0.01% |
| CROSSMARK GLOBAL HOLDINGS, INC. | 07/16/2026 | 163.41 K | $1.38 M | -0.06% | 0.01% |
| GREENLEAF TRUST | 07/21/2026 | 152.86 K | $1.29 M | 0.00% | 0.01% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 141.78 K | $1.20 M | 55.90% | 0.01% |
| VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC | 08/11/2026 | 137.41 K | $1.16 M | 9.42% | 0.01% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 08/14/2026 | 133.54 K | $1.13 M | 1,612.06% | 0.01% |
| ENTROPY TECHNOLOGIES, LP | 08/13/2026 | 127.98 K | $1.08 M | -9.87% | 0.01% |
| SIGNATUREFD, LLC | 07/24/2026 | 120.15 K | $1.01 M | 0.89% | 0.01% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 119.31 K | $1.01 M | 1.21% | 0.01% |
| HANTZ FINANCIAL SERVICES, INC. | 08/13/2026 | 113.59 K | $959.00 K | 63.05% | 0.01% |
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Aegon Ltd. institutional Ownership - FAQ's
During the previous two years, 474 institutional investors and hedge funds held shares of Aegon Ltd.. The most heavily invested institutionals were:
DODGE & COX: 44.64 M
DIMENSIONAL FUND ADVISORS LP: 13.04 M
MORGAN STANLEY: 5.92 M
BlackRock, Inc.: 5.18 M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP: 4.82 M
JPMORGAN CHASE & CO: 2.6 M
6.55% of Aegon Ltd. stock is owned by institutional investors.
Institutional investors have bought a total of 239.00 M shares in the last 24 months. This purchase volume represents approximately $2.27 B in transactions.