Aegon Ltd. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| DODGE & COX | 05/14/2026 | 50.56 M | $367.04 M | -28.31% | 3.24% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 11.74 M | $85.23 M | 8.32% | 0.75% |
| MORGAN STANLEY | 05/15/2026 | 10.52 M | $76.38 M | -19.88% | 0.67% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2026 | 5.63 M | $40.89 M | -53.04% | 0.36% |
| BLACKROCK, INC. | 05/13/2026 | 5.29 M | $38.43 M | 0.01% | 0.34% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 4.56 M | $33.12 M | 8.35% | 0.29% |
| JANE STREET GROUP, LLC | 05/12/2026 | 3.30 M | $23.98 M | 86.64% | 0.21% |
| UBS GROUP AG | 05/05/2026 | 2.74 M | $19.91 M | 7.66% | 0.18% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 2.45 M | $17.80 M | 1.35% | 0.16% |
| ABC ARBITRAGE SA | 05/04/2026 | 2.11 M | $15.30 M | 0.47% | 0.13% |
| QUANTINNO CAPITAL MANAGEMENT LP | 05/15/2026 | 1.74 M | $12.60 M | 42.81% | 0.11% |
| NORTHERN TRUST CORP | 05/14/2026 | 1.50 M | $10.92 M | -3.03% | 0.10% |
| BNP PARIBAS ARBITRAGE, SNC | 05/12/2026 | 1.45 M | $10.54 M | -30.92% | 0.09% |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 1.39 M | $10.13 M | -0.95% | 0.09% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 05/15/2026 | 1.23 M | $8.91 M | -49.72% | 0.08% |
| GRACE & WHITE INC /NY | 04/21/2026 | 1.11 M | $8.04 M | -0.36% | 0.07% |
| JPMORGAN CHASE & CO | 05/13/2026 | 1.05 M | $7.28 M | 101.95% | 0.07% |
| PRIVATE WEALTH ASSET MANAGEMENT, LLC | 05/06/2026 | 900.00 K | $6.53 M | -0.01% | 0.06% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 05/15/2026 | 885.32 K | $6.43 M | 28.12% | 0.06% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 788.71 K | $5.73 M | -7.06% | 0.05% |
| DRW SECURITIES, LLC | 05/13/2026 | 782.73 K | $5.68 M | 86.02% | 0.05% |
| 05/13/2026 | 665.61 K | $4.83 M | 106.13% | 0.04% | |
| TODD ASSET MANAGEMENT LLC | 05/12/2026 | 648.58 K | $4.71 M | 6.85% | 0.04% |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 05/04/2026 | 644.01 K | $4.68 M | 6.85% | 0.04% |
| OLD MISSION CAPITAL LLC | 05/15/2026 | 613.32 K | $4.45 M | 55.33% | 0.04% |
| OPPENHEIMER & CO INC | 04/24/2026 | 559.62 K | $4.06 M | 9.29% | 0.04% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 05/13/2026 | 536.20 K | $3.89 M | 21.89% | 0.03% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 532.59 K | $3.87 M | 83.85% | 0.03% |
| CREATIVE PLANNING | 05/12/2026 | 525.95 K | $3.82 M | 4.20% | 0.03% |
| BANK OF MONTREAL /CAN/ | 05/13/2026 | 501.14 K | $3.64 M | 969.30% | 0.03% |
| US BANCORP \DE\ | 05/15/2026 | 438.75 K | $3.19 M | 0.00% | 0.03% |
| SEI INVESTMENTS CO | 05/13/2026 | 412.97 K | $3.00 M | 14.64% | 0.03% |
| FMR LLC | 05/15/2026 | 385.10 K | $2.80 M | 150.65% | 0.02% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 362.41 K | $2.63 M | 39.67% | 0.02% |
| CIBC WORLD MARKET INC. | 05/14/2026 | 346.36 K | $2.51 M | 1.28% | 0.02% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 05/13/2026 | 323.32 K | $2.35 M | -20.90% | 0.02% |
| OPTIVER HOLDING B.V. | 06/02/2026 | 314.57 K | $2.28 M | -64.17% | 0.02% |
| VIDENT ADVISORY, LLC | 05/15/2026 | 304.56 K | $2.21 M | 7.54% | 0.02% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 301.27 K | $2.19 M | 17.38% | 0.02% |
| SCHONFELD STRATEGIC ADVISORS LLC | 05/15/2026 | 297.88 K | $2.16 M | 157.64% | 0.02% |
| ETHIC INC. | 04/27/2026 | 259.38 K | $1.88 M | -0.34% | 0.02% |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 05/12/2026 | 237.55 K | $1.72 M | 0.12% | 0.02% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2026 | 228.74 K | $1.66 M | -76.84% | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 220.86 K | $1.60 M | 5.11% | 0.01% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 209.49 K | $1.52 M | 100.00% | 0.01% |
| QUADRANT CAPITAL GROUP LLC | 05/13/2026 | 204.21 K | $1.48 M | -1.81% | 0.01% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 201.63 K | $1.46 M | 1.62% | 0.01% |
| MARINER, LLC | 05/13/2026 | 200.38 K | $1.45 M | 0.07% | 0.01% |
| CAPITAL FUND MANAGEMENT S.A. | 05/14/2026 | 199.90 K | $1.45 M | 0.31% | 0.01% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 191.06 K | $1.39 M | -36.47% | 0.01% |
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Aegon Ltd. institutional Ownership - FAQ's
During the previous two years, 426 institutional investors and hedge funds held shares of Aegon Ltd.. The most heavily invested institutionals were:
DODGE & COX: 50.56 M
DIMENSIONAL FUND ADVISORS LP: 11.74 M
MORGAN STANLEY: 10.52 M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP: 5.63 M
BlackRock, Inc.: 5.29 M
GOLDMAN SACHS GROUP INC: 4.56 M
8.29% of Aegon Ltd. stock is owned by institutional investors.
Institutional investors have bought a total of 156.82 M shares in the last 24 months. This purchase volume represents approximately $1.11 B in transactions.