Ranked by reported Q2 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 | 44.6M | $376.7M | -11.7% | 2.951% | 0.20% |
| 2 | DIMENSIONAL FUND ADVISORS LP | 13.0M | $110.0M | +11.0% | 0.862% | 0.02% |
| 3 | MORGAN STANLEY | 5.9M | $50.0M | -43.7% | 0.391% | 0.00% |
| 4 | GOLDMAN SACHS GROUP INC | 5.3M | $44.9M | +16.6% | 0.352% | 0.00% |
| 5 | BlackRock, Inc. | 5.2M | $43.8M | -2.1% | 0.343% | 0.00% |
| 6 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 4.8M | $40.7M | -14.5% | 0.319% | 0.02% |
| 7 | Qube Research & Technologies Ltd | 2.8M | $23.7M | +1125.5% | 0.185% | 0.02% |
| 8 | JPMORGAN CHASE & CO | 2.6M | $21.8M | +147.7% | 0.172% | 0.00% |
| 9 | Quantinno Capital Management LP | 2.6M | $21.6M | +47.7% | 0.169% | 0.03% |
| 10 | RAYMOND JAMES FINANCIAL INC | 2.5M | $20.8M | +0.7% | 0.163% | 0.01% |
| 11 | UBS Group AG | 2.4M | $20.3M | -12.1% | 0.159% | 0.00% |
| 12 | JANE STREET GROUP, LLC | 2.3M | $19.4M | -30.3% | 0.152% | 0.00% |
| 13 | ABC ARBITRAGE SA | 1.6M | $13.2M | -25.8% | 0.103% | 1.42% |
| 14 | AMERICAN CENTURY COMPANIES INC | 1.5M | $12.5M | +6.4% | 0.098% | 0.01% |
| 15 | NORTHERN TRUST CORP | 1.5M | $12.3M | -3.4% | 0.096% | 0.00% |
| 16 | AQR CAPITAL MANAGEMENT LLC | 1.2M | $10.0M | +50.1% | 0.078% | 0.00% |
| 17 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 967K | $8.2M | -21.2% | 0.064% | 0.03% |
| 18 | GRACE & WHITE INC /NY | 964K | $8.1M | -12.9% | 0.064% | 1.29% |
| 19 | Private Wealth Asset Management, LLC | 900K | $7.6M | 0.0% | 0.060% | 0.73% |
| 20 | CAPITAL FUND MANAGEMENT S.A. | 854K | $7.2M | +327.0% | 0.056% | 0.03% |
| 21 | MARSHALL WACE, LLP | 815K | $6.9M | — | 0.054% | 0.01% |
| 22 | BANK OF AMERICA CORP /DE/ | 761K | $6.4M | +110.0% | 0.050% | 0.00% |
| 23 | Creative Planning | 686K | $5.8M | +30.4% | 0.045% | 0.00% |
| 24 | OPPENHEIMER & CO INC | 606K | $5.1M | +8.2% | 0.040% | 0.05% |
| 25 | TWO SIGMA INVESTMENTS, LP | 597K | $5.0M | +12.2% | 0.040% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in AEG — a direct measure of their conviction.
Filings activity in AEG during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 304 | +6.7% | 8.06% | 0.40 pp | $1.01B | +9.9% |
| Q1 2026 | 285 | 1.7% | 8.46% | 2.15 pp | $922M | 25% |
| Q4 2025 | 290 | +5.5% | 10.61% | 1.76 pp | $1.24B | 16% |
| Q3 2025 | 275 | +3.8% | 12.37% | 0.73 pp | $1.48B | +6.0% |
| Q2 2025 | 265 | +6.4% | 13.10% | +0.54 pp | $1.39B | +13% |
| Q1 2025 | 249 | +2.0% | 12.56% | +0.68 pp | $1.23B | +18% |
| Q4 2024 | 244 | +7.5% | 11.88% | +0.31 pp | $1.05B | 5.5% |
| Q3 2024 | 227 | — | 11.57% | — | $1.11B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying AEG stock.
Based on Q2 2026 13F filings, institutional ownership of Aegon Ltd. stands at 8.1%, held across 304 reporting institutions.
DODGE & COX is the largest reported institutional holder of AEG, with approximately 44,635,184 shares worth $0.38B as of Q2 2026.
Yes — 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 53 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
43 institutions opened new positions in AEG during Q2 2026, while 28 fully exited. 220 added to existing positions and 31 trimmed.
AEG institutional ownership fell by 0.40 percentage points quarter-over-quarter, with a net change of +19 holders.
The top 10 institutions account for 74.4% of all reported 13F value in AEG, and the top 25 account for 89.0%.
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