Security Snapshot

AEGON LTD. - Common Shares, par value EUR 0.12 per share (AEG) Institutional Ownership

CUSIP: 0076CA104

13F Institutional Holders and Ownership History from Q1 2016 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

297

Shares (Excl. Options)

161,122,823

Price

$7.71

Save this security page for your next review

Keep this CUSIP in your watchlists so you can revisit quarter changes from one place.

Create free account to save this page Review latest holder period
Type / Class
Equity / Common Shares, par value EUR 0.12 per share
Symbol
AEG on NYSE
Shares outstanding
1,573,240,510
Price per share
$7.26
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
161,122,823
Total reported value
$1,242,277,013
% of total 13F portfolios
0%
Share change
-23,375,742
Value change
-$180,762,683
Number of holders
297
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • AEG - AEGON LTD. - Common Shares, par value EUR 0.12 per share is tracked under CUSIP 0076CA104.
  • 297 institutions reported positions in Q4 2025.
  • 2 significant owners is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 297 to 30 between Q4 2025 and Q1 2026.
  • Reported value moved from $1,242,277,013 to $4,378,707.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 297 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 0076CA104?
CUSIP 0076CA104 identifies AEG - AEGON LTD. - Common Shares, par value EUR 0.12 per share in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

Significant Owners of AEGON LTD. - Common Shares, par value EUR 0.12 per share (AEG) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Vereniging Aegon 17% -4.7% $2,065,428,804 -$123,546,023 268,237,507 -5.6% Vereniging Aegon 09 Mar 2026
DODGE & COX 5.9% -39% $706,632,799 -$464,264,370 93,469,947 -40% Dodge & Cox 31 Dec 2025

As of 31 Dec 2025, 297 institutional investors reported holding 161,122,823 shares of AEGON LTD. - Common Shares, par value EUR 0.12 per share (AEG). This represents 10% of the company’s total 1,573,240,510 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of AEGON LTD. - Common Shares, par value EUR 0.12 per share (AEG) together control 9.2% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Dodge & Cox 4.5% 70,522,831 -18% 0.29% $543,731,027
MORGAN STANLEY 0.83% 13,131,922 -5.2% 0.01% $101,247,129
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.76% 11,992,010 -29% 0.05% $92,458,397
DIMENSIONAL FUND ADVISORS LP 0.69% 10,839,732 +9.8% 0.02% $83,576,008
BlackRock, Inc. 0.34% 5,292,654 -2.6% 0% $40,806,361
GOLDMAN SACHS GROUP INC 0.27% 4,210,934 -20% 0% $32,466,301
UBS Group AG 0.16% 2,546,698 +24% 0% $19,635,042
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.16% 2,527,483 +31% 2.9% $19,486,894
VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.16% 2,440,065 -44% 0.07% $18,812,901
RAYMOND JAMES FINANCIAL INC 0.15% 2,418,895 +1.6% 0.01% $18,654,960
BNP PARIBAS FINANCIAL MARKETS 0.13% 2,102,205 0% 0.01% $16,208,001
ABC ARBITRAGE SA 0.13% 2,097,310 +0.74% 1.5% $16,170,260
JANE STREET GROUP, LLC 0.11% 1,769,954 +35% 0.02% $13,646,346
NORTHERN TRUST CORP 0.1% 1,551,174 +0.77% 0% $11,959,552
AMERICAN CENTURY COMPANIES INC 0.09% 1,408,011 +14% 0.01% $10,855,764
ACADIAN ASSET MANAGEMENT LLC 0.09% 1,362,895 +25% 0.02% $10,505,000
Quantinno Capital Management LP 0.08% 1,215,130 +35% 0.02% $9,368,659
GRACE & WHITE INC /NY 0.07% 1,111,297 -3.6% 1.5% $8,568,100
Qube Research & Technologies Ltd 0.06% 987,804 +61% 0.01% $7,615,969
Private Wealth Asset Management, LLC 0.06% 900,118 0% 0.75% $6,939,910
Optiver Holding B.V. 0.06% 877,989 -61% 0.12% $6,769,295
AQR CAPITAL MANAGEMENT LLC 0.05% 848,592 +13% 0% $6,542,645
CITADEL ADVISORS LLC 0.05% 762,261 +3.5% 0% $5,877,033
Tower Research Capital LLC (TRC) 0.04% 691,023 -43% 0.13% $5,327,787
TODD ASSET MANAGEMENT LLC 0.04% 607,018 +1.8% 0.09% $4,680,109

Institutional Holders of AEGON LTD. - Common Shares, par value EUR 0.12 per share (AEG) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 601,664 $4,378,707 -$164,590 $7.26 30
2025 Q4 161,122,823 $1,242,277,013 -$180,762,683 $7.71 297
2025 Q3 187,498,399 $1,497,960,308 -$75,317,134 $7.99 277
2025 Q2 198,306,849 $1,435,808,256 +$21,963,316 $7.24 265
2025 Q1 190,596,097 $1,256,000,911 +$60,439,208 $6.59 253
2024 Q4 180,776,026 $1,064,818,462 +$16,405,658 $5.89 253
2024 Q3 175,816,912 $1,127,884,394 +$9,171,868 $6.39 235
2024 Q2 173,916,191 $1,066,171,891 -$3,531,733 $6.13 235
2024 Q1 174,798,010 $1,057,623,692 -$42,110,504 $6.05 219
2023 Q4 181,596,761 $1,046,007,897 +$1,042,163,359 $5.76 209
2023 Q3 594,112 $2,859,416 +$2,658,731 $4.80 19
2023 Q2 731 $3,706 -$67,072 $5.07 2
2023 Q1 16,320 $70,175 +$3,495 $4.30 3
2022 Q4 15,507 $78,155 -$5,398 $5.04 2
2022 Q3 16,578 $65,649 $3.96 2
2022 Q2 16,578 $72,612 +$1,625 $4.38 2
2022 Q1 16,207 $85,735 +$84,762 $5.29 2
2021 Q4 184 $909 -$1,008 $4.94 1
2021 Q3 388 $1,975 +$1,038 $5.09 1
2021 Q2 184 $760 $4.13 1
2021 Q1 184 $870 $4.73 1
2020 Q4 184 $727 $3.95 1
2020 Q3 184 $471 $2.56 1
2020 Q2 184 $541 $2.94 1
2020 Q1 184 $458 $2.49 1
2019 Q4 184 $834 $4.53 1
2019 Q3 184 $760 $4.13 1
2019 Q2 184 $911 $4.95 1
2019 Q1 184 $881 $4.79 1
2018 Q4 184 $856 $4.65 1
2018 Q3 184 $1,183 $6.43 1
2018 Q2 184 $1,089 $5.92 1
2018 Q1 184 $1,246 $6.77 1
2017 Q4 184 $1,159 $6.30 1
2017 Q3 184 $1,065 $5.79 1
2017 Q2 184 $940 $5.11 1
2017 Q1 184 $944 $5.13 1
2016 Q4 184 $1,018 $5.53 1
2016 Q3 184 $710 $3.86 1
2016 Q2 184 $738 $4.01 1
2016 Q1 184 $1,012 $5.50 1