Aegon Ltd. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| DODGE & COX | 02/13/2026 | 70.52 M | $543.73 M | -17.79% | 4.31% |
| MORGAN STANLEY | 02/13/2026 | 13.13 M | $101.25 M | -5.19% | 0.80% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/13/2026 | 11.99 M | $92.46 M | -29.22% | 0.73% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 10.84 M | $83.58 M | 9.83% | 0.66% |
| BLACKROCK, INC. | 02/12/2026 | 5.29 M | $40.81 M | -2.56% | 0.32% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 4.21 M | $32.47 M | -19.58% | 0.26% |
| UBS GROUP AG | 01/29/2026 | 2.55 M | $19.64 M | 24.07% | 0.16% |
| ARROWPOINT INVESTMENT PARTNERS (SINGAPORE) PTE. LTD. | 02/11/2026 | 2.53 M | $19.49 M | 31.07% | 0.15% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 02/17/2026 | 2.44 M | $18.81 M | -44.34% | 0.15% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 2.42 M | $18.65 M | 1.58% | 0.15% |
| BNP PARIBAS ARBITRAGE, SNC | 02/10/2026 | 2.10 M | $16.21 M | -57.13% | 0.13% |
| ABC ARBITRAGE SA | 02/04/2026 | 2.10 M | $16.17 M | 0.74% | 0.13% |
| JANE STREET GROUP, LLC | 02/12/2026 | 1.77 M | $13.65 M | 35.11% | 0.11% |
| NORTHERN TRUST CORP | 02/17/2026 | 1.55 M | $11.96 M | 0.77% | 0.09% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2026 | 1.41 M | $10.86 M | 14.01% | 0.09% |
| ACADIAN ASSET MANAGEMENT LLC | 02/10/2026 | 1.36 M | $10.51 M | 24.53% | 0.08% |
| QUANTINNO CAPITAL MANAGEMENT LP | 02/17/2026 | 1.22 M | $9.37 M | 34.74% | 0.07% |
| GRACE & WHITE INC /NY | 01/26/2026 | 1.11 M | $8.57 M | -3.63% | 0.07% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/17/2026 | 987.80 K | $7.62 M | 61.11% | 0.06% |
| PRIVATE WEALTH ASSET MANAGEMENT, LLC | 02/10/2026 | 900.12 K | $6.94 M | 0.00% | 0.06% |
| OPTIVER HOLDING B.V. | 02/17/2026 | 877.99 K | $6.77 M | -60.90% | 0.05% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 848.59 K | $6.54 M | 12.70% | 0.05% |
| CITADEL ADVISORS LLC | 02/17/2026 | 762.26 K | $5.88 M | 3.51% | 0.05% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 02/17/2026 | 691.02 K | $5.33 M | -42.77% | 0.04% |
| TODD ASSET MANAGEMENT LLC | 02/09/2026 | 607.02 K | $4.68 M | 1.81% | 0.04% |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 01/29/2026 | 602.75 K | $4.65 M | 1.81% | 0.04% |
| JPMORGAN CHASE & CO | 02/11/2026 | 520.03 K | $4.01 M | -4.75% | 0.03% |
| OPPENHEIMER & CO INC | 02/02/2026 | 512.03 K | $3.95 M | 3,848.68% | 0.03% |
| CREATIVE PLANNING | 02/17/2026 | 504.73 K | $3.89 M | 5.00% | 0.03% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 02/11/2026 | 439.90 K | $3.39 M | 39.87% | 0.03% |
| US BANCORP \DE\ | 01/30/2026 | 438.73 K | $3.38 M | 18.72% | 0.03% |
| XTX TOPCO LTD | 02/17/2026 | 437.30 K | $3.37 M | 100.00% | 0.03% |
| DRW SECURITIES, LLC | 02/12/2026 | 420.78 K | $3.24 M | 100.00% | 0.03% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/14/2026 | 408.72 K | $3.15 M | 33.95% | 0.03% |
| OLD MISSION CAPITAL LLC | 02/17/2026 | 394.84 K | $3.04 M | 100.00% | 0.02% |
| SEI INVESTMENTS CO | 02/13/2026 | 360.22 K | $2.78 M | -7.52% | 0.02% |
| CIBC WORLD MARKET INC. | 02/10/2026 | 341.98 K | $2.64 M | 3.12% | 0.02% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 300.73 K | $2.32 M | 125.77% | 0.02% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 289.69 K | $2.23 M | -58.62% | 0.02% |
| VIDENT ADVISORY, LLC | 02/18/2026 | 283.21 K | $2.18 M | -4.40% | 0.02% |
| TWO SIGMA ADVISERS, LP | 02/17/2026 | 268.80 K | $2.07 M | 60.00% | 0.02% |
| ETHIC INC. | 02/03/2026 | 260.27 K | $2.01 M | 7.74% | 0.02% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 259.48 K | $2.00 M | -83.99% | 0.02% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 256.66 K | $1.98 M | 6.79% | 0.02% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 253.57 K | $1.96 M | -74.66% | 0.02% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 247.42 K | $1.91 M | -8.14% | 0.02% |
| VANGUARD GROUP INC | 01/29/2026 | 237.73 K | $1.83 M | 49.32% | 0.01% |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 01/27/2026 | 237.25 K | $1.83 M | -8.76% | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 210.12 K | $1.62 M | 0.41% | 0.01% |
| QUADRANT CAPITAL GROUP LLC | 02/13/2026 | 207.97 K | $1.60 M | 1.30% | 0.01% |
Aegon Ltd. institutional Ownership - FAQ's
During the previous two years, 436 institutional investors and hedge funds held shares of Aegon Ltd.. The most heavily invested institutionals were:
UBS Group AG: 2.74 M
ABC ARBITRAGE SA: 2.11 M
GRACE & WHITE INC /NY: 1.11 M
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY: 644,010
OPPENHEIMER & CO INC: 559,615
Ethic Inc.: 259,380
9.86% of Aegon Ltd. stock is owned by institutional investors.
Institutional investors have bought a total of 191.83 M shares in the last 24 months. This purchase volume represents approximately $1.36 B in transactions.