Aegon Ltd. (AEG) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

1,869,369,369Shares Outstanding

1,251,513Shares held by institutions

$9,699,226Value of institutional holdings

8.43%Institutional ownership %

-13.40%Shares Changed QoQ

272No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

According to SEC filings for the period ending December 2025, Aegon Ltd. (NYSE:AEG) is held by 272 institutional firms.

The collective stake of institutional investors in Aegon moved to 8.4% in December 2025, a shift down from the 10.0% reported for September 2025.
The company experienced a -13.40% quarterly change in institutional shares held, alongside an increase of 9.24% in total owners annually.
Of these 272 institutional investors, 144 increased their holdings in Aegon, while 70 of them reduced positions, and 58 investors maintained their exposure.
The total number of shares held by institutions in Aegon decreased to 157.66Mn as of December 2025, a net change of down by 24.40Mn shares quarter on quarter, and down 22.86Mn shares year over year.
With 70.52Mn shares, DODGE & COX commands the largest institutional position in Aegon as of December 31, 2025, equating to 3.77% of the company.
Among the most significant buyers of Aegon during December 2025 were DIMENSIONAL FUND ADVISORS LP (970.53K), Arrowpoint Investment Partners (Singapore) Pte. Ltd. (599.10K), OPPENHEIMER & CO INC (499.06K), UBS Group AG (494.06K), JANE STREET GROUP, LLC (446.05K).
Leading sellers of Aegon stock in December 2025 included DODGE & COX (15.26Mn), ARROWSTREET CAPITAL, LIMITED PARTNERSHIP (4.95Mn), BNP PARIBAS FINANCIAL MARKETS (2.80Mn), VOLORIDGE INVESTMENT MANAGEMENT, LLC (1.94Mn), Optiver Holding B.V. (1.37Mn).
The top 10 institutional holders of Aegon for the quarter ending December 2025 included DODGE & COX (70.52Mn), MORGAN STANLEY (13.13Mn), ARROWSTREET CAPITAL, LIMITED PARTNERSHIP (11.99Mn), DIMENSIONAL FUND ADVISORS LP (10.84Mn), BlackRock, Inc. (5.29Mn), GOLDMAN SACHS GROUP INC (4.20Mn), UBS Group AG (2.55Mn), Arrowpoint Investment Partners (Singapore) Pte. Ltd. (2.53Mn), VOLORIDGE INVESTMENT MANAGEMENT, LLC (2.44Mn), BNP PARIBAS FINANCIAL MARKETS (2.10Mn).

272 Institutional Holders

1,251,513 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
DODGE & COX	31 Dec, 2025	70,522,831	-15,260,674	-17.79%	$543,731,027.00
MORGAN STANLEY	31 Dec, 2025	13,131,922	-719,368	-5.19%	$101,247,129.00
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	31 Dec, 2025	11,992,010	-4,950,247	-29.22%	$92,458,397.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	10,839,732	970,534	9.83%	$83,576,008.00
BlackRock, Inc.	31 Dec, 2025	5,292,654	-139,284	-2.56%	$40,806,361.00
GOLDMAN SACHS GROUP INC	31 Dec, 2025	4,201,110	-1,035,296	-19.77%	$32,390,558.00
UBS Group AG	31 Dec, 2025	2,546,698	494,065	24.07%	$19,635,042.00
Arrowpoint Investment Partners (Singapore) Pte. Ltd.	31 Dec, 2025	2,527,483	599,104	31.07%	$19,486,894.00
VOLORIDGE INVESTMENT MANAGEMENT, LLC	31 Dec, 2025	2,440,065	-1,944,089	-44.34%	$18,812,901.00
BNP PARIBAS FINANCIAL MARKETS	31 Dec, 2025	2,102,205	-2,801,496	-57.13%	$16,208,001.00
ABC ARBITRAGE SA	31 Dec, 2025	2,097,310	15,442	0.74%	$16,170,260.00
JANE STREET GROUP, LLC	31 Dec, 2025	1,769,954	446,047	33.69%	$13,646,346.00
NORTHERN TRUST CORP	31 Dec, 2025	1,551,174	11,835	0.77%	$11,959,552.00
AMERICAN CENTURY COMPANIES INC	31 Dec, 2025	1,408,011	172,985	14.01%	$10,855,764.00
ACADIAN ASSET MANAGEMENT LLC	31 Dec, 2025	1,362,895	268,459	24.53%	$10,505.00
Quantinno Capital Management LP	31 Dec, 2025	1,215,130	313,273	34.74%	$9,368,659.00
GRACE & WHITE INC /NY	31 Dec, 2025	1,111,297	-41,826	-3.63%	$8,568,100.00
Qube Research & Technologies Ltd	31 Dec, 2025	987,804	374,687	61.11%	$7,615,969.00
Private Wealth Asset Management, LLC	31 Dec, 2025	900,118	0	0.00%	$6,939,910.00
Optiver Holding B.V.	31 Dec, 2025	877,989	-1,367,572	-60.90%	$6,769,295.00

1 - 20 of 272

Research Tools