AEGON LTD. - Common Shares (AEG) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2016 to Q4 2025

Type / Class
Equity / Common Shares
Symbol
AEG on NYSE
Shares outstanding
1,584,236,390
Price per share
$7.70
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
161,100,458
Total reported value
$1,242,104,578
% of total 13F portfolios
0%
Share change
-23,403,370
Value change
-$180,975,997
Number of holders
292
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of AEGON LTD. - Common Shares (AEG) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Vereniging Aegon 18% $1,830,778,946 284,282,445 Vereniging AEGON 30 Apr 2024
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, 292 institutional investors reported holding 161,100,458 shares of AEGON LTD. - Common Shares (AEG). This represents 10% of the company’s total 1,584,236,390 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of AEGON LTD. - Common Shares (AEG) together control 9.1% 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 0.68% 10,839,732 +9.8% 0.02% $83,576,008
BlackRock, Inc. 0.33% 5,292,654 -2.6% 0% $40,806,361
GOLDMAN SACHS GROUP INC 0.27% 4,201,110 -20% 0% $32,390,558
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 0.15% 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 (AEG) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 161,100,458 $1,242,104,578 -$180,975,997 $7.71 292
2025 Q3 187,508,394 $1,498,040,168 -$75,266,964 $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