Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in AEG held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | DODGE & COX | 50.6M | $367.0M | -28.3% | 3.361% | 0.20% |
| 2 | DIMENSIONAL FUND ADVISORS LP | 11.7M | $85.2M | +8.3% | 0.781% | 0.02% |
| 3 | MORGAN STANLEY | 10.5M | $76.4M | -19.9% | 0.699% | 0.00% |
| 4 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 5.6M | $40.9M | -53.0% | 0.374% | 0.02% |
| 5 | BlackRock, Inc. | 5.3M | $38.4M | +0.0% | 0.352% | 0.00% |
| 6 | GOLDMAN SACHS GROUP INC | 4.6M | $33.1M | +8.6% | 0.303% | 0.00% |
| 7 | JANE STREET GROUP, LLC | 3.3M | $24.0M | +86.6% | 0.220% | 0.21% |
| 8 | UBS Group AG | 2.7M | $19.9M | +7.7% | 0.182% | 0.00% |
| 9 | RAYMOND JAMES FINANCIAL INC | 2.5M | $17.8M | +1.4% | 0.163% | 0.01% |
| 10 | ABC ARBITRAGE SA | 2.1M | $15.3M | +0.5% | 0.140% | 2.03% |
| 11 | Quantinno Capital Management LP | 1.7M | $12.6M | +42.8% | 0.115% | 0.02% |
| 12 | NORTHERN TRUST CORP | 1.5M | $10.9M | -3.0% | 0.100% | 0.00% |
| 13 | BNP PARIBAS ARBITRAGE, SA | 1.5M | $10.5M | -30.9% | 0.097% | 0.01% |
| 14 | AMERICAN CENTURY COMPANIES INC | 1.4M | $10.1M | -0.9% | 0.093% | 0.01% |
| 15 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 1.2M | $8.9M | -49.7% | 0.082% | 0.04% |
| 16 | GRACE & WHITE INC /NY | 1.1M | $8.0M | -0.4% | 0.074% | 1.42% |
| 17 | Private Wealth Asset Management, LLC | 900K | $6.5M | -0.0% | 0.060% | 0.70% |
| 18 | Tower Research Capital LLC (TRC) | 885K | $6.4M | +28.1% | 0.059% | 0.17% |
| 19 | AQR CAPITAL MANAGEMENT LLC | 789K | $5.7M | -7.1% | 0.052% | 0.00% |
| 20 | TODD ASSET MANAGEMENT LLC | 649K | $4.7M | +6.9% | 0.043% | 0.09% |
| 21 | OLD MISSION CAPITAL LLC | 613K | $4.5M | +55.3% | 0.041% | 0.11% |
| 22 | OPPENHEIMER & CO INC | 560K | $4.1M | +9.3% | 0.037% | 0.05% |
| 23 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 536K | $3.9M | +21.9% | 0.036% | 0.02% |
| 24 | TWO SIGMA INVESTMENTS, LP | 533K | $3.9M | +83.9% | 0.035% | 0.00% |
| 25 | Creative Planning | 526K | $3.8M | +4.2% | 0.035% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in AEG β a direct measure of their conviction.
Filings activity in AEG during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new AEG position in Q1 2026
Institutions that fully closed their AEG position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 278 | 3.8% | 7.01% | 2.46 pp | $914M | 26% |
| Q4 2025 | 289 | +5.1% | 9.47% | 1.86 pp | $1.23B | 16% |
| Q3 2025 | 275 | +3.8% | 11.33% | +0.64 pp | $1.48B | +6.0% |
| Q2 2025 | 265 | +6.4% | 10.69% | +1.21 pp | $1.39B | +13% |
| Q1 2025 | 249 | +2.0% | 9.48% | +1.45 pp | $1.23B | +18% |
| Q4 2024 | 244 | +7.5% | 8.03% | 0.47 pp | $1.05B | 5.5% |
| Q3 2024 | 227 | 0.9% | 8.50% | +0.88 pp | $1.11B | +12% |
| Q2 2024 | 229 | β | 7.62% | β | $993M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying AEG stock.
Based on Q1 2026 13F filings, institutional ownership of Aegon Ltd. stands at 7.0%, held across 278 reporting institutions.
DODGE & COX is the largest reported institutional holder of AEG, with approximately 50,556,509 shares worth $0.37B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of AEG, including JANE STREET GROUP, LLC, TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for AEG is 39 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
38 institutions opened new positions in AEG during Q1 2026, while 49 fully exited. 84 added to existing positions and 151 trimmed.
AEG institutional ownership fell by 2.46 percentage points quarter-over-quarter, with a net change of -11 holders.
The top 10 institutions account for 78.6% of all reported 13F value in AEG, and the top 25 account for 90.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Aegon Ltd. (AEG) Institutional Ownership