- Type / Class
- Equity / Common Shares
- Shares outstanding
- 1,587,506,311
- Total 13F shares
- 594,112
- Share change
- +552,158
- Total reported value
- $2,859,416
- Price per share
- $4.80
- Number of holders
- 19
- Value change
- +$2,658,731
- Number of buys
- 15
Quarterly Holders Quick Answers
What is CUSIP 0076CA104?
CUSIP 0076CA104 identifies AEG - AEGON LTD. - Common Shares in SEC institutional holdings data.
Need full ownership history?
Open the full security ownership history page.
Next holder-history checks
These links keep the next click tied to holder verification, nearby quarters, or outside-13F ownership context.
- Back to full security ownership history for the broader multi-quarter picture.
- Latest 13F filings for newly reported positions across managers.
- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
- SEC investors directory for manager drilldown.
Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 0076CA104:
Top shareholders of AEG - AEGON LTD. - Common Shares (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| DODGE & COX |
13F
|
Company |
—
class O/S missing
|
126,016,146
|
$638,901,860 | — | 30 Jun 2023 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
—
class O/S missing
|
16,891,415
|
$85,639,474 | — | 30 Jun 2023 | |
| MORGAN STANLEY |
13F
|
Company |
—
class O/S missing
|
6,253,582
|
$31,705,667 | — | 30 Jun 2023 | |
| BlackRock Finance, Inc. |
13F
|
Company |
—
class O/S missing
|
4,938,253
|
$25,036,941 | — | 30 Jun 2023 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
—
class O/S missing
|
4,937,745
|
$25,034,368 | — | 30 Jun 2023 | |
| PRIVATE MANAGEMENT GROUP INC |
13F
|
Company |
—
class O/S missing
|
4,414,820
|
$22,383,137 | — | 30 Jun 2023 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
—
class O/S missing
|
4,259,013
|
$21,593,194 | — | 30 Jun 2023 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
—
class O/S missing
|
3,415,113
|
$17,314,624 | — | 30 Jun 2023 | |
| Optiver Holding B.V. |
13F
|
Company |
—
class O/S missing
|
1,863,247
|
$9,413,316 | — | 30 Jun 2023 | |
| GRACE & WHITE INC /NY |
13F
|
Company |
—
class O/S missing
|
1,695,733
|
$8,597,366 | — | 30 Jun 2023 | |
| BRANDES INVESTMENT PARTNERS, LP |
13F
|
Company |
—
class O/S missing
|
1,318,945
|
$6,687,051 | — | 30 Jun 2023 | |
| Summit Global Investments |
13F
|
Company |
—
class O/S missing
|
1,035,242
|
$5,249,000 | — | 30 Jun 2023 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
—
class O/S missing
|
1,018,133
|
$5,161,934 | — | 30 Jun 2023 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
—
class O/S missing
|
902,672
|
$4,576,547 | — | 30 Jun 2023 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
792,193
|
$4,016,419 | — | 30 Jun 2023 | |
| NORTHERN TRUST CORP |
13F
|
Company |
—
class O/S missing
|
752,502
|
$3,815,186 | — | 30 Jun 2023 | |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
|
Company |
—
class O/S missing
|
598,264
|
$3,033,198 | — | 30 Jun 2023 | |
| CIBC WORLD MARKET INC. |
13F
|
Company |
—
class O/S missing
|
545,399
|
$2,765,000 | — | 30 Jun 2023 | |
| SEI INVESTMENTS CO |
13F
|
Company |
—
class O/S missing
|
496,620
|
$2,517,868 | — | 30 Jun 2023 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
—
class O/S missing
|
460,537
|
$2,334,923 | — | 30 Jun 2023 | |
| US BANCORP \DE\ |
13F
|
Company |
—
class O/S missing
|
377,845
|
$1,915,674 | — | 30 Jun 2023 | |
| MARSHALL WACE, LLP |
13F
|
Company |
—
class O/S missing
|
354,976
|
$1,799,728 | — | 30 Jun 2023 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
—
class O/S missing
|
354,635
|
$1,797,996 | — | 30 Jun 2023 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
class O/S missing
|
336,411
|
$1,705,606 | — | 30 Jun 2023 | |
| NEW YORK STATE COMMON RETIREMENT FUND |
13F
|
Company |
—
class O/S missing
|
254,291
|
$1,289,255 | — | 30 Jun 2023 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
245,232
|
$1,243,327 | — | 30 Jun 2023 | |
| NATIXIS ADVISORS, LLC |
13F
|
Company |
—
class O/S missing
|
245,229
|
$1,243,000 | — | 30 Jun 2023 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
—
class O/S missing
|
234,977
|
$1,192,000 | — | 30 Jun 2023 | |
| Ethic Inc. |
13F
|
Company |
—
class O/S missing
|
234,522
|
$1,189,027 | — | 30 Jun 2023 | |
| Creative Planning |
13F
|
Company |
—
class O/S missing
|
226,364
|
$1,147,667 | — | 30 Jun 2023 | |
| Laird Norton Wetherby Wealth Management, LLC |
13F
|
Company |
—
class O/S missing
|
197,960
|
$1,003,658 | — | 30 Jun 2023 | |
| HighTower Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
193,814
|
$978,000 | — | 30 Jun 2023 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
—
class O/S missing
|
191,702
|
$971,929 | — | 30 Jun 2023 | |
| LPL Financial LLC |
13F
|
Company |
—
class O/S missing
|
180,622
|
$915,753 | — | 30 Jun 2023 | |
| VANGUARD GROUP INC |
13F
|
Company |
—
class O/S missing
|
171,398
|
$868,988 | — | 30 Jun 2023 | |
| GREENLEAF TRUST |
13F
|
Company |
—
class O/S missing
|
153,878
|
$780,161 | — | 30 Jun 2023 | |
| HANTZ FINANCIAL SERVICES, INC. |
13F
|
Company |
—
class O/S missing
|
153,070
|
$776,000 | — | 30 Jun 2023 | |
| FIRST HAWAIIAN BANK |
13F
|
Company |
—
class O/S missing
|
145,936
|
$739,896 | — | 30 Jun 2023 | |
| Mariner, LLC |
13F
|
Company |
—
class O/S missing
|
143,172
|
$724,769 | — | 30 Jun 2023 | |
| Vident Investment Advisory, LLC |
13F
|
Company |
—
class O/S missing
|
131,268
|
$665,525 | — | 30 Jun 2023 | |
| Crossmark Global Holdings, Inc. |
13F
|
Company |
—
class O/S missing
|
119,457
|
$644,000 | — | 30 Jun 2023 | |
| NATIONAL BANK OF CANADA /FI/ |
13F
|
Company |
—
class O/S missing
|
124,886
|
$628,098 | — | 30 Jun 2023 | |
| FMR LLC |
13F
|
Company |
—
class O/S missing
|
115,967
|
$587,954 | — | 30 Jun 2023 | |
| Corient Private Wealth LLC |
13F
|
Company |
—
class O/S missing
|
115,709
|
$586,077 | — | 30 Jun 2023 | |
| SIGNATUREFD, LLC |
13F
|
Company |
—
class O/S missing
|
111,105
|
$563,302 | — | 30 Jun 2023 | |
| MARATHON CAPITAL MANAGEMENT |
13F
|
Company |
—
class O/S missing
|
104,089
|
$527,731 | — | 30 Jun 2023 | |
| TRUIST FINANCIAL CORP |
13F
|
Company |
—
class O/S missing
|
101,862
|
$516,440 | — | 30 Jun 2023 | |
| Schechter Investment Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
101,791
|
$516,081 | — | 30 Jun 2023 | |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
100,683
|
$510,463 | — | 30 Jun 2023 | |
| First Trust Direct Indexing L.P. |
13F
|
Company |
—
class O/S missing
|
96,174
|
$487,602 | — | 30 Jun 2023 |
Institutional Holders of AEGON LTD. - Common Shares (AEG) as of Q3 2023
As of 30 Sep 2023,
AEGON LTD. - Common Shares (AEG) was held by
19 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
594,112 shares.
The largest 10 holders included
OLD MISSION CAPITAL LLC, Crossmark Global Holdings, Inc., Schechter Investment Advisors, LLC, Principal Street Partners, LLC, CARY STREET PARTNERS INVESTMENT ADVISORY LLC, AR ASSET MANAGEMENT INC, CAPTRUST FINANCIAL ADVISORS, NBC SECURITIES, INC., SYON CAPITAL LLC, and Parallel Advisors, LLC.
This page lists
19
institutional shareholders reporting positions in this security
for the Q3 2023 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2023 vs Q2 2023 Across Filers
Q2 2023 holders
2
Q3 2023 holders
19
Holder diff
17
| Investor | Q2 2023 Shares | Q3 2023 Shares | Share Diff | Share Chg % | Q2 2023 Value $ | Q3 2023 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.