AEGON LTD. - Common Shares (AEG)

CUSIP: 0076CA104

Q3 2024 13F Holders as of 30 Sep 2024

Type / Class
Equity / Common Shares
Shares outstanding
1,587,506,311
Total 13F shares
175,816,912
Share change
+1,639,391
Total reported value
$1,127,884,394
Put/Call ratio
28%
Price per share
$6.39
Number of holders
235
Value change
+$9,171,868
Number of buys
98
Number of sells
93

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?
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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
7.4%
118,143,251
$724,218,129 30 Jun 2024
13F
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
13F
Company
0.53%
8,367,194
$51,291,000 30 Jun 2024
13F
MORGAN STANLEY
13F
Company
0.42%
6,646,671
$40,744,100 30 Jun 2024
13F
BlackRock Finance, Inc.
13F
Company
0.34%
5,319,990
$32,611,539 30 Jun 2024
13F
DIMENSIONAL FUND ADVISORS LP
13F
Company
0.31%
4,920,536
$30,162,884 30 Jun 2024
13F
GOLDMAN SACHS GROUP INC
13F
Company
0.25%
3,999,019
$24,513,987 30 Jun 2024
13F
WELLINGTON MANAGEMENT GROUP LLP
13F
Company
0.23%
3,704,452
$22,708,291 30 Jun 2024
13F
RAYMOND JAMES & ASSOCIATES
13F
Company
0.15%
2,380,863
$14,594,690 30 Jun 2024
13F
Optiver Holding B.V.
13F
Company
0.1%
1,606,959
$9,850,659 30 Jun 2024
13F
GRACE & WHITE INC /NY
13F
Company
0.1%
1,534,005
$9,403,451 30 Jun 2024
13F
Summit Global Investments
13F
Company
0.07%
1,039,545
$6,372,000 30 Jun 2024
13F
AMERICAN CENTURY COMPANIES INC
13F
Company
0.05%
814,739
$4,994,350 30 Jun 2024
13F
NORTHERN TRUST CORP
13F
Company
0.05%
747,003
$4,579,129 30 Jun 2024
13F
PNC FINANCIAL SERVICES GROUP, INC.
13F
Company
0.04%
599,593
$3,675,505 30 Jun 2024
13F
SEI INVESTMENTS CO
13F
Company
0.04%
578,652
$3,547,139 30 Jun 2024
13F
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY
13F
Company
0.04%
558,400
$3,423,000 30 Jun 2024
13F
TODD ASSET MANAGEMENT LLC
13F
Company
0.04%
558,400
$3,422,992 30 Jun 2024
13F
CIBC WORLD MARKET INC.
13F
Company
0.03%
495,623
$3,038,000 30 Jun 2024
13F
BANK OF AMERICA CORP /DE/
13F
Company
0.03%
453,886
$2,782,322 30 Jun 2024
13F
STIFEL FINANCIAL CORP
13F
Company
0.03%
409,031
$2,507,355 30 Jun 2024
13F
Ethic Inc.
13F
Company
0.03%
397,866
$2,438,919 30 Jun 2024
13F
US BANCORP \DE\
13F
Company
0.02%
380,373
$2,331,687 30 Jun 2024
13F
Creative Planning
13F
Company
0.02%
375,263
$2,300,364 30 Jun 2024
13F
Dorsey Wright & Associates
13F
Company
0.02%
363,453
$2,228,019 30 Jun 2024
13F
CITADEL ADVISORS LLC
13F
Company
0.02%
339,257
$2,079,645 30 Jun 2024
13F
Employees Retirement System of Texas
13F
Company
0.02%
322,957
$1,980,000 30 Jun 2024
13F
OLD MISSION CAPITAL LLC
13F
Company
0.02%
253,691
$1,555,125 30 Jun 2024
13F
ENVESTNET ASSET MANAGEMENT INC
13F
Company
0.02%
242,174
$1,484,529 30 Jun 2024
13F
WELLS FARGO & COMPANY/MN
13F
Company
0.01%
230,774
$1,414,644 30 Jun 2024
13F
MILLENNIUM MANAGEMENT LLC
13F
Company
0.01%
225,724
$1,383,688 30 Jun 2024
13F
Vident Advisory, LLC
13F
Company
0.01%
215,386
$1,320,317 30 Jun 2024
13F
JANE STREET GROUP, LLC
13F
Company
0.01%
209,801
$1,286,080 30 Jun 2024
13F
Quantinno Capital Management LP
13F
Company
0.01%
204,850
$1,255,730 30 Jun 2024
13F
HighTower Advisors, LLC
13F
Company
0.01%
204,084
$1,251,000 30 Jun 2024
13F
Laird Norton Wetherby Wealth Management, LLC
13F
Company
0.01%
197,758
$1,212,257 30 Jun 2024
13F
VANGUARD GROUP INC
13F
Company
0.01%
171,853
$1,053,462 30 Jun 2024
13F
VOLORIDGE INVESTMENT MANAGEMENT, LLC
13F
Company
0.01%
169,768
$1,040,678 30 Jun 2024
13F
GREENLEAF TRUST
13F
Company
0.01%
154,308
$945,908 30 Jun 2024
13F
Mariner, LLC
13F
Company
0.01%
154,000
$944,088 30 Jun 2024
13F
FIRST HAWAIIAN BANK
13F
Company
0.01%
148,200
$908,466 30 Jun 2024
13F
JPMORGAN CHASE & CO
13F
Company
0.01%
148,075
$907,700 30 Jun 2024
13F
BALYASNY ASSET MANAGEMENT L.P.
13F
Company
0.01%
147,525
$904,328 30 Jun 2024
13F
FMR LLC
13F
Company
0.01%
145,681
$893,025 30 Jun 2024
13F
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
13F
Company
0.01%
140,990
$864,269 30 Jun 2024
13F
SIGNATUREFD, LLC
13F
Company
0.01%
134,175
$822,493 30 Jun 2024
13F
NATIONAL BANK OF CANADA /FI/
13F
Company
0.01%
130,061
$809,589 30 Jun 2024
13F
Crossmark Global Holdings, Inc.
13F
Company
0.01%
122,077
$749,000 30 Jun 2024
13F
Bank of New York Mellon Corp
13F
Company
0.01%
121,083
$742,238 30 Jun 2024
13F
Kestra Advisory Services, LLC
13F
Company
0.01%
120,258
$737,182 30 Jun 2024
13F
Hennion & Walsh Asset Management, Inc.
13F
Company
0.01%
115,378
$707,267 30 Jun 2024
13F

Institutional Holders of AEGON LTD. - Common Shares (AEG) as of Q3 2024

As of 30 Sep 2024, AEGON LTD. - Common Shares (AEG) was held by 235 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 175,816,912 shares. The largest 10 holders included Dodge & Cox, MORGAN STANLEY, ARROWSTREET CAPITAL, LIMITED PARTNERSHIP, BlackRock, Inc., DIMENSIONAL FUND ADVISORS LP, GOLDMAN SACHS GROUP INC, WELLINGTON MANAGEMENT GROUP LLP, RAYMOND JAMES & ASSOCIATES, GRACE & WHITE INC /NY, and VOLORIDGE INVESTMENT MANAGEMENT, LLC. This page lists 235 institutional shareholders reporting positions in this security for the Q3 2024 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q3 2024 vs Q2 2024 Across Filers

Q2 2024 holders
235
Q3 2024 holders
235
Holder diff
0
Investor Q2 2024 Shares Q3 2024 Shares Share Diff Share Chg % Q2 2024 Value $ Q3 2024 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.
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