Aegon Ltd. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| DODGE & COX | 11/13/2025 | 85.78 M | $685.41 M | -3.33% | 5.25% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/13/2025 | 16.94 M | $135.37 M | -19.35% | 1.04% |
| MORGAN STANLEY | 11/14/2025 | 13.85 M | $110.67 M | 9.67% | 0.85% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 9.87 M | $78.85 M | 27.49% | 0.60% |
| BLACKROCK, INC. | 11/12/2025 | 5.43 M | $43.40 M | 2.48% | 0.33% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 5.24 M | $41.84 M | 40.03% | 0.32% |
| BNP PARIBAS ARBITRAGE, SNC | 11/13/2025 | 4.90 M | $39.18 M | -20.52% | 0.30% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 11/14/2025 | 4.38 M | $35.03 M | -35.58% | 0.27% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 2.38 M | $19.03 M | -2.10% | 0.15% |
| OPTIVER HOLDING B.V. | 11/10/2025 | 2.25 M | $17.94 M | 100.00% | 0.14% |
| ABC ARBITRAGE SA | 11/06/2025 | 2.08 M | $16.63 M | 100.00% | 0.13% |
| UBS GROUP AG | 11/13/2025 | 2.05 M | $16.40 M | -31.33% | 0.13% |
| ARROWPOINT INVESTMENT PARTNERS (SINGAPORE) PTE. LTD. | 11/14/2025 | 1.93 M | $15.41 M | 100.00% | 0.12% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 1.62 M | $12.95 M | -31.80% | 0.10% |
| NORTHERN TRUST CORP | 11/14/2025 | 1.54 M | $12.30 M | 1.82% | 0.09% |
| JANE STREET GROUP, LLC | 11/14/2025 | 1.31 M | $10.47 M | 129.44% | 0.08% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2025 | 1.24 M | $9.87 M | 18.46% | 0.08% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2025 | 1.21 M | $9.65 M | 46,430.56% | 0.07% |
| GRACE & WHITE INC /NY | 10/23/2025 | 1.15 M | $9.21 M | -7.58% | 0.07% |
| ACADIAN ASSET MANAGEMENT LLC | 11/13/2025 | 1.09 M | $8.74 M | -68.58% | 0.07% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 1.00 M | $7.99 M | 0.36% | 0.06% |
| QUANTINNO CAPITAL MANAGEMENT LP | 11/14/2025 | 901.86 K | $7.21 M | 75.85% | 0.06% |
| PRIVATE WEALTH ASSET MANAGEMENT, LLC | 11/03/2025 | 900.12 K | $7.19 M | 0.00% | 0.06% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 753.00 K | $6.02 M | 109.39% | 0.05% |
| CITADEL ADVISORS LLC | 11/14/2025 | 736.42 K | $5.88 M | -79.90% | 0.05% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 700.13 K | $5.59 M | -63.86% | 0.04% |
| XY CAPITAL LTD | 11/14/2025 | 685.55 K | $5.48 M | 100.00% | 0.04% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2025 | 613.12 K | $4.90 M | -4.96% | 0.04% |
| TODD ASSET MANAGEMENT LLC | 11/07/2025 | 596.25 K | $4.76 M | -1.55% | 0.04% |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 11/12/2025 | 592.05 K | $4.73 M | -2.25% | 0.04% |
| JPMORGAN CHASE & CO | 11/26/2025 | 545.99 K | $4.36 M | -66.37% | 0.03% |
| CREATIVE PLANNING | 11/14/2025 | 480.68 K | $3.84 M | 19.84% | 0.03% |
| SEI INVESTMENTS CO | 11/13/2025 | 389.52 K | $3.11 M | -26.02% | 0.02% |
| US BANCORP \DE\ | 11/12/2025 | 369.56 K | $2.95 M | 0.02% | 0.02% |
| CLEAR STREET MARKETS LLC | 11/13/2025 | 344.29 K | $2.75 M | 100.00% | 0.02% |
| CIBC WORLD MARKET INC. | 11/06/2025 | 331.65 K | $2.65 M | -0.53% | 0.02% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11/13/2025 | 314.50 K | $2.51 M | 68.31% | 0.02% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 10/22/2025 | 305.14 K | $2.44 M | 24.73% | 0.02% |
| VIDENT ADVISORY, LLC | 11/14/2025 | 296.24 K | $2.37 M | 3.33% | 0.02% |
| CAPITAL FUND MANAGEMENT S.A. | 11/13/2025 | 280.30 K | $2.24 M | 74.51% | 0.02% |
| EMPLOYEES RETIREMENT SYSTEM OF TEXAS | 11/13/2025 | 276.45 K | $2.21 M | 0.00% | 0.02% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 269.34 K | $2.15 M | 4.97% | 0.02% |
| ETHIC INC. | 10/17/2025 | 241.56 K | $1.93 M | -2.58% | 0.01% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 240.35 K | $1.92 M | 28.14% | 0.01% |
| FACTORY MUTUAL INSURANCE CO | 11/10/2025 | 218.66 K | $1.75 M | 100.00% | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 11/07/2025 | 209.26 K | $1.67 M | -0.35% | 0.01% |
| HIGHTOWER ADVISORS, LLC | 11/07/2025 | 205.54 K | $1.64 M | 1.20% | 0.01% |
| QUADRANT CAPITAL GROUP LLC | 11/13/2025 | 205.31 K | $1.64 M | 2.82% | 0.01% |
| MARINER, LLC | 11/14/2025 | 193.26 K | $1.54 M | 3.88% | 0.01% |
| WETHERBY ASSET MANAGEMENT INC | 11/14/2025 | 178.98 K | $1.43 M | -1.20% | 0.01% |
Aegon Ltd. institutional Ownership - FAQ's
During the previous two years, 406 institutional investors and hedge funds held shares of Aegon Ltd.. The most heavily invested institutionals were:
DODGE & COX: 85.78 M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP: 16.94 M
MORGAN STANLEY: 13.85 M
DIMENSIONAL FUND ADVISORS LP: 9.87 M
BlackRock, Inc.: 5.43 M
GOLDMAN SACHS GROUP INC: 5.24 M
11.46% of Aegon Ltd. stock is owned by institutional investors.
Institutional investors have bought a total of 214.52 M shares in the last 24 months. This purchase volume represents approximately $1.70 B in transactions.